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New England Capital Financial Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

New England Capital Financial Advisors’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
Q2 		$11.2K Buy
319
+4
+1% +$143 ﹤0.01% 258
2026
Q1 		$10.6K Hold
315
– – ﹤0.01% 255
2025
Q4 		$10.4K Buy
+315
New +$10K ﹤0.01% 257

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

New England Capital Financial Advisors's DFIS Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 1.3% in Q2 2026, buying an estimated $143 and bringing the position to 319 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

New England Capital Financial Advisors first reported a position in DFIS in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • New England Capital Financial Advisors held 319 shares of Dimensional International Small Cap ETF worth $11.2K as of Q2 2026.
  • New England Capital Financial Advisors bought 4 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $143.
  • Dimensional International Small Cap ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #258 holding.
  • New England Capital Financial Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.