&Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

&Partners’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	$977K	Buy	29,015 +8,681	+43%	+$302K	﹤0.01%	1320
2025 Q4	$670K	Buy	20,334 +1,711	+9%	+$54.5K	﹤0.01%	1460
2025 Q3	$589K	Buy	18,623 +1,538	+9%	+$47.3K	﹤0.01%	1362
2025 Q2	$510K	Buy	17,085 +1,624	+11%	+$44.9K	﹤0.01%	1347
2025 Q1	$405K	Buy	15,461 +5,117	+49%	+$131K	﹤0.01%	1240
2024 Q4	$255K	Sell	10,344 -1,843	-15%	-$46.8K	﹤0.01%	1418
2024 Q3	$327K	Sell	12,187 -9,204	-43%	-$236K	0.01%	1057
2024 Q2	$527K	Buy	+21,391	New	+$536K	0.02%	522

Other funds holding DFIS

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

&Partners's DFIS Position: Q1 2026 in Review

&Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 43% in Q1 2026, buying an estimated $302K and bringing the position to 29,015 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

&Partners first reported a position in DFIS in Q2 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

&Partners held 29,015 shares of Dimensional International Small Cap ETF worth $977K as of Q1 2026.
&Partners bought 8,681 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $302K.
Dimensional International Small Cap ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1320 holding.
&Partners first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.