PMFA
DFIS icon

Plante Moran Financial Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Plante Moran Financial Advisors’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
-171
Closed -$4.2K – 830
2024
Q4 		$4.2K Buy
+171
New +$4.35K ﹤0.01% 710

Other funds holding DFIS

Jones Financial Companies
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
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

Plante Moran Financial Advisors's DFIS Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2025, closing a stake of 171 shares — an estimated $4.2K sold.

Plante Moran Financial Advisors first reported a position in DFIS in Q4 2024 and held it in 1 quarter. The position peaked at $4.2K in Q4 2024. 244 funds tracked by Wall St. Rank hold DFIS as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Dimensional International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 171 Dimensional International Small Cap ETF shares in Q1 2025, an estimated $4.2K.
  • Plante Moran Financial Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Dimensional International Small Cap ETF position peaked at $4.2K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.