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Prospect Financial Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Prospect Financial Group’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 		$2.05M Sell
60,765
-1,488
-2% -$51.8K 1.89% 15
2025
Q4 		$2.05M Sell
62,253
-105
-0.2% -$3.34K 1.91% 16
2025
Q3 		$1.97M Sell
62,358
-255
-0.4% -$7.83K 1.93% 16
2025
Q2 		$1.87M Buy
62,613
+1,286
+2% +$35.6K 1.95% 15
2025
Q1 		$1.58M Sell
61,327
-232
-0.4% -$5.93K 2.02% 16
2024
Q4 		$1.51M Buy
+61,559
New +$1.56M 1.86% 18

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Prospect Financial Group's DFIS Position: Q1 2026 in Review

Prospect Financial Group reduced its Dimensional International Small Cap ETF (DFIS) stake by 2.4% in Q1 2026, selling an estimated $51.8K and leaving 60,765 shares worth $2.05M. The position accounts for 1.89% of the portfolio, ranked #15.

Prospect Financial Group first reported a position in DFIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Prospect Financial Group held 60,765 shares of Dimensional International Small Cap ETF worth $2.05M as of Q1 2026.
  • Prospect Financial Group sold 1,488 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $51.8K.
  • Dimensional International Small Cap ETF made up 1.89% of Prospect Financial Group's portfolio in Q1 2026, its #15 holding.
  • Prospect Financial Group first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Prospect Financial Group's Dimensional International Small Cap ETF position peaked at $2.05M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.