Phillips Financial Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Phillips Financial 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 Q1	–	Sell	-130	Closed	-$3.19K	–	259
2024 Q4	$3.19K	Hold	130	–	–	﹤0.01%	253
2024 Q3	$3.49K	Buy	+130	New	+$3.33K	﹤0.01%	265
2024 Q2	–	Sell	-14,086	Closed	-$353K	–	272
2024 Q1	$353K	Hold	14,086	–	–	0.03%	144
2023 Q4	$340K	Buy	14,086 +9,610	+215%	+$214K	0.03%	142
2023 Q3	$98.2K	Buy	+4,476	New	+$103K	0.01%	175

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Phillips Financial Management's DFIS Position: Q1 2025 in Review

Phillips Financial Management sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2025, closing a stake of 130 shares — an estimated $3.19K sold.

Phillips Financial Management first reported a position in DFIS in Q3 2023 and held it in 5 quarters. The position peaked at $353K in Q1 2024. 244 funds tracked by Wall St. Rank hold DFIS as of Q1 2025.

Phillips Financial Management reported no remaining Dimensional International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Phillips Financial Management sold 130 Dimensional International Small Cap ETF shares in Q1 2025, an estimated $3.19K.
Phillips Financial Management first reported a position in Dimensional International Small Cap ETF in Q3 2023 and held it in 5 quarters.
Phillips Financial Management's Dimensional International Small Cap ETF position peaked at $353K in Q1 2024.
244 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2025.

Based on Phillips Financial Management's 13F filing for Q1 2025, filed 30 Apr 2025.