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

Rockwood 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	$664K	Hold	18,963	–	–	0.04%	66
2026 Q1	$638K	Hold	18,963	–	–	0.05%	61
2025 Q4	$625K	Hold	18,963	–	–	0.05%	58
2025 Q3	$600K	Hold	18,963	–	–	0.05%	58
2025 Q2	$566K	Hold	18,963	–	–	0.05%	56
2025 Q1	$490K	Hold	18,963	–	–	0.05%	54
2024 Q4	$465K	Buy	18,963 +120	+0.6%	+$3.05K	0.05%	54
2024 Q3	$506K	Buy	18,843 +55	+0.3%	+$1.41K	0.06%	51
2024 Q2	$463K	Buy	+18,788	New	+$470K	0.06%	53

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

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

Rockwood Wealth Management held its Dimensional International Small Cap ETF (DFIS) position steady in Q2 2026 at 18,963 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #66.

Rockwood Wealth Management first reported a position in DFIS in Q2 2024 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Rockwood Wealth Management held 18,963 shares of Dimensional International Small Cap ETF worth $664K as of Q2 2026.
Rockwood Wealth Management left its Dimensional International Small Cap ETF share count unchanged in Q2 2026.
Dimensional International Small Cap ETF made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #66 holding.
Rockwood Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.