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New Dimensions Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

New Dimensions Wealth Management’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$447K Sell
13,272
-592
-4% -$20.6K 0.38% 16
2025
Q4 		$457K Buy
13,864
+35
+0.3% +$1.11K 0.39% 15
2025
Q3 		$437K Sell
13,829
-3,395
-20% -$104K 0.38% 15
2025
Q2 		$514K Buy
17,224
+202
+1% +$5.59K 0.47% 14
2025
Q1 		$440K Buy
+17,022
New +$435K 0.44% 14

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

New Dimensions Wealth Management's DFIS Position: Q1 2026 in Review

New Dimensions Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 4.3% in Q1 2026, selling an estimated $20.6K and leaving 13,272 shares worth $447K. The position accounts for 0.38% of the portfolio, ranked #16.

New Dimensions Wealth Management first reported a position in DFIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $514K in Q2 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • New Dimensions Wealth Management held 13,272 shares of Dimensional International Small Cap ETF worth $447K as of Q1 2026.
  • New Dimensions Wealth Management sold 592 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $20.6K.
  • Dimensional International Small Cap ETF made up 0.38% of New Dimensions Wealth Management's portfolio in Q1 2026, its #16 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • New Dimensions Wealth Management's Dimensional International Small Cap ETF position peaked at $514K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.