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

Rialto 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
2026 Q2	$528K	Hold	15,067	–	–	0.1%	108
2026 Q1	$507K	Hold	15,067	–	–	0.11%	104
2025 Q4	$496K	Hold	15,067	–	–	0.12%	101
2025 Q3	$477K	Sell	15,067 -5,313	-26%	-$163K	0.12%	95
2025 Q2	$608K	Sell	20,380 -91	-0.4%	-$2.52K	0.17%	88
2025 Q1	$529K	Buy	20,471 +3,945	+24%	+$101K	0.17%	93
2024 Q4	$406K	Buy	+16,526	New	+$420K	0.13%	102

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Rialto Wealth Management's DFIS Position: Q2 2026 in Review

Rialto Wealth Management held its Dimensional International Small Cap ETF (DFIS) position steady in Q2 2026 at 15,067 shares worth $528K. The position accounts for 0.1% of the portfolio, ranked #108.

Rialto Wealth Management first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q2 2025. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Rialto Wealth Management held 15,067 shares of Dimensional International Small Cap ETF worth $528K as of Q2 2026.
Rialto Wealth Management left its Dimensional International Small Cap ETF share count unchanged in Q2 2026.
Dimensional International Small Cap ETF made up 0.1% of Rialto Wealth Management's portfolio in Q2 2026, its #108 holding.
Rialto Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Dimensional International Small Cap ETF position peaked at $608K in Q2 2025.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.