Secure Asset Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Sell
5,861
-1,458
-20% -$52.2K 0.03% 312
2026
Q1
$246K Buy
7,319
+363
+5% +$12.6K 0.04% 275
2025
Q4
$229K Buy
+6,956
New +$221K 0.04% 313

Other funds holding DFIS

Secure Asset Management's DFIS Position: Q2 2026 in Review

Secure Asset Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 20% in Q2 2026, selling an estimated $52.2K and leaving 5,861 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #312.

Secure Asset Management first reported a position in DFIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2026. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Secure Asset Management held 5,861 shares of Dimensional International Small Cap ETF worth $205K as of Q2 2026.
  • Secure Asset Management sold 1,458 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $52.2K.
  • Dimensional International Small Cap ETF made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #312 holding.
  • Secure Asset Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Secure Asset Management's Dimensional International Small Cap ETF position peaked at $246K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.