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Optima Capital’s Dimensional International Small Cap ETF DFIS Stock Holding History

Optima Capital’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 		– Sell
-1,145
Closed -$37.7K – 442
2025
Q4 		$37.7K Buy
+1,145
New +$36.5K 0.02% 341

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Envestnet Portfolio Solutions
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FCBT
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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 $11.5B AUM 18.82% 1-Year Est. Return

Optima Capital's DFIS Position: Q1 2026 in Review

Optima Capital sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2026, closing a stake of 1,145 shares — an estimated $37.7K sold.

Optima Capital first reported a position in DFIS in Q4 2025 and held it in 1 quarter. The position peaked at $37.7K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Optima Capital reported no remaining Dimensional International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,145 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $37.7K.
  • Optima Capital first reported a position in Dimensional International Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Dimensional International Small Cap ETF position peaked at $37.7K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.