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PFG Private Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

PFG Private 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
2025
Q4 		– Sell
-140,565
Closed -$4.45M – 96
2025
Q3 		$4.45M Buy
+140,565
New +$4.32M 1.98% 16

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PFG Private Wealth Management's DFIS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2025, closing a stake of 140,565 shares — an estimated $4.45M sold.

PFG Private Wealth Management first reported a position in DFIS in Q3 2025 and held it in 1 quarter. The position peaked at $4.45M in Q3 2025. 325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 140,565 Dimensional International Small Cap ETF shares in Q4 2025, an estimated $4.45M.
  • PFG Private Wealth Management first reported a position in Dimensional International Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional International Small Cap ETF position peaked at $4.45M in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.