Shore Point Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Shore Point 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	$21.8M	Buy	621,981 +44,009	+8%	+$1.58M	7.45%	4
2026 Q1	$19.5M	Buy	577,972 +233,490	+68%	+$8.13M	7.69%	3
2025 Q4	$11.3M	Buy	344,482 +277,360	+413%	+$8.83M	4.8%	6
2025 Q3	$2.12M	Buy	67,122 +26,741	+66%	+$822K	0.94%	23
2025 Q2	$1.2M	Buy	40,381 +631	+2%	+$17.5K	0.58%	28
2025 Q1	$1.03M	Buy	+39,750	New	+$1.02M	0.54%	30

Other funds holding DFIS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Evanson Financial Mclean, Virginia $2.04B AUM

MMA

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

Shore Point Advisors's DFIS Position: Q2 2026 in Review

Shore Point Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 7.6% in Q2 2026, buying an estimated $1.58M and bringing the position to 621,981 shares worth $21.8M. The position accounts for 7.45% of the portfolio, ranked #4.

Shore Point Advisors first reported a position in DFIS in Q1 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Shore Point Advisors held 621,981 shares of Dimensional International Small Cap ETF worth $21.8M as of Q2 2026.
Shore Point Advisors bought 44,009 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $1.58M.
Dimensional International Small Cap ETF made up 7.45% of Shore Point Advisors's portfolio in Q2 2026, its #4 holding.
Shore Point Advisors first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.