Savvy Advisors Inc’s Dimensional International Small Cap ETF DFIS Stock Holding History

Savvy Advisors Inc’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	$644K	Buy	19,128 +3,175	+20%	+$111K	0.02%	578
2025 Q4	$525K	Buy	15,953 +118	+0.7%	+$3.76K	0.02%	550
2025 Q3	$501K	Buy	15,835 +4,838	+44%	+$149K	0.02%	424
2025 Q2	$328K	Buy	10,997 +3,004	+38%	+$83.1K	0.02%	467
2025 Q1	$207K	Buy	+7,993	New	+$204K	0.02%	489

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

Savvy Advisors Inc's DFIS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional International Small Cap ETF (DFIS) stake by 20% in Q1 2026, buying an estimated $111K and bringing the position to 19,128 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #578.

Savvy Advisors Inc first reported a position in DFIS in Q1 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Savvy Advisors Inc held 19,128 shares of Dimensional International Small Cap ETF worth $644K as of Q1 2026.
Savvy Advisors Inc bought 3,175 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $111K.
Dimensional International Small Cap ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #578 holding.
Savvy Advisors Inc first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.