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Sherrill & Hutchins Financial Advisory’s Dimensional International Small Cap ETF DFIS Stock Holding History

Sherrill & Hutchins Financial Advisory’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 		$19.3M Buy
550,660
+523,908
+1,958% +$18.8M 9.22% 5
2026
Q1 		$901K Buy
+26,752
New +$932K 0.53% 8

Other funds holding DFIS

MMI
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's DFIS Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its Dimensional International Small Cap ETF (DFIS) stake by 1,958% in Q2 2026, buying an estimated $18.8M and bringing the position to 550,660 shares worth $19.3M. The position accounts for 9.22% of the portfolio, ranked #5.

Sherrill & Hutchins Financial Advisory first reported a position in DFIS in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 550,660 shares of Dimensional International Small Cap ETF worth $19.3M as of Q2 2026.
  • Sherrill & Hutchins Financial Advisory bought 523,908 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $18.8M.
  • Dimensional International Small Cap ETF made up 9.22% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #5 holding.
  • Sherrill & Hutchins Financial Advisory first reported a position in Dimensional International Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.