Shearwater Capital’s Dimensional International Small Cap ETF DFIS Stock Holding History

Shearwater Capital’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	$429K	Buy	+12,239	New	+$438K	0.2%	45

Other funds holding DFIS

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

Envestnet Portfolio Solutions

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

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

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

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

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Shearwater Capital's DFIS Position: Q2 2026 in Review

Shearwater Capital opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 12,239 shares worth $429K. The stake represents 0.2% of the portfolio and ranks #45 among its holdings.

172 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Shearwater Capital held 12,239 shares of Dimensional International Small Cap ETF worth $429K as of Q2 2026.
Dimensional International Small Cap ETF was a new Shearwater Capital position in Q2 2026.
Dimensional International Small Cap ETF made up 0.2% of Shearwater Capital's portfolio in Q2 2026, its #45 holding.
172 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.