Root Financial Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Root Financial Partners’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 Q3	$65.4M	Buy	1,805,975 +170,607	+10%	+$6.23M	2.2%	12
2026 Q2	$57.3M	Buy	1,635,368 +516,725	+46%	+$18.5M	2.23%	13
2026 Q1	$37.7M	Buy	1,118,643 +81,937	+8%	+$2.85M	1.74%	15
2025 Q4	$34.1M	Buy	1,036,706 +143,118	+16%	+$4.56M	1.75%	15
2025 Q3	$28.3M	Buy	893,588 +257,299	+40%	+$7.9M	1.74%	17
2025 Q2	$19M	Buy	636,289 +27,932	+5%	+$773K	1.84%	16
2025 Q1	$15.7M	Buy	608,357 +103,236	+20%	+$2.64M	1.68%	14
2024 Q4	$12.4M	Buy	505,121 +124,042	+33%	+$3.15M	1.54%	14
2024 Q3	$10.2M	Buy	381,079 +116,288	+44%	+$2.98M	1.64%	14
2024 Q2	$6.52M	Buy	264,791 +73,387	+38%	+$1.84M	1.53%	14
2024 Q1	$4.8M	Buy	191,404 +41,170	+27%	+$989K	1.42%	13
2023 Q4	$3.63M	Buy	150,234 +47,762	+47%	+$1.06M	1.36%	14
2023 Q3	$2.25M	Buy	102,472 +26,739	+35%	+$614K	1.19%	15
2023 Q2	$1.73M	Buy	75,733 +24,630	+48%	+$568K	1.03%	16
2023 Q1	$1.17M	Buy	+51,103	New	+$1.17M	0.84%	22

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Root Financial Partners's DFIS Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 10% in Q3 2026, buying an estimated $6.23M and bringing the position to 1,805,975 shares worth $65.4M. The position accounts for 2.2% of the portfolio, ranked #12.

Root Financial Partners first reported a position in DFIS in Q1 2023 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Root Financial Partners held 1,805,975 shares of Dimensional International Small Cap ETF worth $65.4M as of Q3 2026.
Root Financial Partners bought 170,607 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $6.23M.
Dimensional International Small Cap ETF made up 2.2% of Root Financial Partners's portfolio in Q3 2026, its #12 holding.
Root Financial Partners first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 15 quarters since.
141 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.