SWM
DFIS icon

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

SeaCrest 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 		$327K Buy
9,343
+43
+0.5% +$1.54K 0.04% 392
2026
Q1 		$313K Buy
9,300
+539
+6% +$18.8K 0.03% 460
2025
Q4 		$295K Buy
+8,761
New +$279K 0.03% 466

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

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

SeaCrest Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 0.46% in Q2 2026, buying an estimated $1.54K and bringing the position to 9,343 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #392.

SeaCrest Wealth Management first reported a position in DFIS in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • SeaCrest Wealth Management held 9,343 shares of Dimensional International Small Cap ETF worth $327K as of Q2 2026.
  • SeaCrest Wealth Management bought 43 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $1.54K.
  • Dimensional International Small Cap ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #392 holding.
  • SeaCrest Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.