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

Ruedi 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 Q1	$2.41M	Buy	71,451 +4,678	+7%	+$163K	0.62%	23
2025 Q4	$2.2M	Buy	66,773 +790	+1%	+$25.2K	0.58%	23
2025 Q3	$2.09M	Buy	65,983 +443	+0.7%	+$13.6K	0.58%	23
2025 Q2	$1.96M	Sell	65,540 -16,958	-21%	-$469K	0.58%	23
2025 Q1	$2.13M	Buy	82,498 +640	+0.8%	+$16.4K	0.67%	20
2024 Q4	$2.01M	Buy	81,858 +12,843	+19%	+$326K	0.63%	20
2024 Q3	$1.85M	Buy	69,015 +8,601	+14%	+$221K	0.64%	20
2024 Q2	$1.49M	Buy	60,414 +15,848	+36%	+$397K	0.59%	20
2024 Q1	$1.12M	Buy	44,566 +5,288	+13%	+$127K	0.47%	21
2023 Q4	$949K	Buy	39,278 +6,835	+21%	+$152K	0.45%	22
2023 Q3	$712K	Buy	32,443 +5,026	+18%	+$115K	0.41%	22
2023 Q2	$626K	Buy	27,417 +5,274	+24%	+$122K	0.37%	22
2023 Q1	$509K	Buy	22,143 +230	+1%	+$5.25K	0.33%	23
2022 Q4	$471K	Buy	+21,913	New	+$449K	0.33%	24

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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ruedi Wealth Management's DFIS Position: Q1 2026 in Review

Ruedi Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 7% in Q1 2026, buying an estimated $163K and bringing the position to 71,451 shares worth $2.41M. The position accounts for 0.62% of the portfolio, ranked #23.

Ruedi Wealth Management first reported a position in DFIS in Q4 2022 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Ruedi Wealth Management held 71,451 shares of Dimensional International Small Cap ETF worth $2.41M as of Q1 2026.
Ruedi Wealth Management bought 4,678 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $163K.
Dimensional International Small Cap ETF made up 0.62% of Ruedi Wealth Management's portfolio in Q1 2026, its #23 holding.
Ruedi Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.