Planning Center Inc’s Dimensional International Small Cap ETF DFIS Stock Holding History

Planning Center Inc’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 Q2	$14.5M	Buy	413,172 +1,541	+0.4%	+$55.2K	1.37%	16
2026 Q1	$13.9M	Sell	411,631 -20,729	-5%	-$722K	1.4%	16
2025 Q4	$14.2M	Sell	432,360 -32,169	-7%	-$1.02M	1.45%	16
2025 Q3	$14.7M	Sell	464,529 -4,382	-0.9%	-$135K	1.54%	15
2025 Q2	$14M	Sell	468,911 -8,238	-2%	-$228K	1.55%	16
2025 Q1	$12.3M	Buy	477,149 +20,618	+5%	+$527K	1.46%	16
2024 Q4	$11.2M	Buy	456,531 +2,070	+0.5%	+$52.6K	1.42%	16
2024 Q3	$12.2M	Buy	454,461 +3,129	+0.7%	+$80.2K	1.5%	16
2024 Q2	$11.1M	Buy	451,332 +6,459	+1%	+$162K	1.45%	16
2024 Q1	$11.1M	Buy	444,873 +30,912	+7%	+$743K	2.43%	12
2023 Q4	$10M	Buy	413,961 +11,970	+3%	+$266K	2.32%	12
2023 Q3	$8.82M	Buy	401,991 +15,839	+4%	+$364K	2.29%	12
2023 Q2	$8.81M	Buy	386,152 +21,995	+6%	+$507K	2.24%	12
2023 Q1	$8.55M	Buy	364,157 +88,127	+32%	+$2.01M	2.35%	11
2022 Q4	$5.94M	Buy	+276,030	New	+$5.66M	1.81%	11

Other funds holding DFIS

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Planning Center Inc's DFIS Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional International Small Cap ETF (DFIS) stake by 0.37% in Q2 2026, buying an estimated $55.2K and bringing the position to 413,172 shares worth $14.5M. The position accounts for 1.37% of the portfolio, ranked #16.

Planning Center Inc first reported a position in DFIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.7M in Q3 2025. 172 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Planning Center Inc held 413,172 shares of Dimensional International Small Cap ETF worth $14.5M as of Q2 2026.
Planning Center Inc bought 1,541 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $55.2K.
Dimensional International Small Cap ETF made up 1.37% of Planning Center Inc's portfolio in Q2 2026, its #16 holding.
Planning Center Inc first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
Planning Center Inc's Dimensional International Small Cap ETF position peaked at $14.7M in Q3 2025.
172 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.