Pursuit Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Pursuit Wealth 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 Q4	$1.86M	Buy	+56,390	New	+$1.8M	1.6%	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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

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

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

Pursuit Wealth Management's DFIS Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Dimensional International Small Cap ETF (DFIS) in Q4 2025: 56,390 shares worth $1.86M. The stake represents 1.6% of the portfolio and ranks #14 among its holdings.

325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

Pursuit Wealth Management held 56,390 shares of Dimensional International Small Cap ETF worth $1.86M as of Q4 2025.
Dimensional International Small Cap ETF was a new Pursuit Wealth Management position in Q4 2025.
Dimensional International Small Cap ETF made up 1.6% of Pursuit Wealth Management's portfolio in Q4 2025, its #14 holding.
325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.