Sequoia Financial Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Sequoia Financial Advisors’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	$6.74M	Sell	192,518 -20,594	-10%	-$737K	0.03%	292
2026 Q1	$7.18M	Sell	213,112 -23,494	-10%	-$818K	0.04%	259
2025 Q4	$7.79M	Sell	236,606 -32,924	-12%	-$1.05M	0.04%	245
2025 Q3	$8.53M	Buy	269,530 +144,500	+116%	+$4.44M	0.05%	216
2025 Q2	$3.73M	Sell	125,030 -9,540	-7%	-$264K	0.03%	338
2025 Q1	$3.48M	Sell	134,570 -2,586	-2%	-$66.1K	0.03%	330
2024 Q4	$3.37M	Buy	137,156 +5,293	+4%	+$135K	0.03%	310
2024 Q3	$3.54M	Buy	131,863 +1,516	+1%	+$38.9K	0.04%	268
2024 Q2	$3.21M	Buy	130,347 +7,627	+6%	+$191K	0.04%	248
2024 Q1	$3.08M	Buy	122,720 +11,179	+10%	+$269K	0.04%	263
2023 Q4	$2.7M	Buy	111,541 +16,830	+18%	+$374K	0.03%	298
2023 Q3	$2.08M	Buy	94,711 +7,387	+8%	+$170K	0.04%	227
2023 Q2	$1.99M	Buy	87,324 +6,970	+9%	+$161K	0.03%	237
2023 Q1	$1.85M	Buy	+80,354	New	+$1.84M	0.04%	226

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sequoia Financial Advisors's DFIS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional International Small Cap ETF (DFIS) stake by 9.7% in Q2 2026, selling an estimated $737K and leaving 192,518 shares worth $6.74M. The position accounts for 0.03% of the portfolio, ranked #292.

Sequoia Financial Advisors first reported a position in DFIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.53M in Q3 2025. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Sequoia Financial Advisors held 192,518 shares of Dimensional International Small Cap ETF worth $6.74M as of Q2 2026.
Sequoia Financial Advisors sold 20,594 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $737K.
Dimensional International Small Cap ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #292 holding.
Sequoia Financial Advisors first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
Sequoia Financial Advisors's Dimensional International Small Cap ETF position peaked at $8.53M in Q3 2025.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.