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

Pinney & Scofield’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	$4.47M	Buy	132,850 +557	+0.4%	+$19.4K	2.41%	12
2025 Q4	$4.36M	Buy	132,293 +10,750	+9%	+$342K	2.47%	12
2025 Q3	$3.84M	Buy	121,543 +2,346	+2%	+$72.1K	2.39%	12
2025 Q2	$3.56M	Buy	119,197 +11,723	+11%	+$324K	2.41%	11
2025 Q1	$2.78M	Buy	107,474 +19,035	+22%	+$487K	2.01%	12
2024 Q4	$2.17M	Buy	+88,439	New	+$2.25M	1.64%	14

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

Pinney & Scofield's DFIS Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional International Small Cap ETF (DFIS) stake by 0.42% in Q1 2026, buying an estimated $19.4K and bringing the position to 132,850 shares worth $4.47M. The position accounts for 2.41% of the portfolio, ranked #12.

Pinney & Scofield first reported a position in DFIS in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Pinney & Scofield held 132,850 shares of Dimensional International Small Cap ETF worth $4.47M as of Q1 2026.
Pinney & Scofield bought 557 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $19.4K.
Dimensional International Small Cap ETF made up 2.41% of Pinney & Scofield's portfolio in Q1 2026, its #12 holding.
Pinney & Scofield first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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