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SHP Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

SHP Wealth Management’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 		– Sell
-327
Closed -$11K – 2011
2026
Q1 		$11K Buy
+327
New +$11.4K ﹤0.01% 878

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PAS
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RFP
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VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TWA
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EF
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SHP Wealth Management's DFIS Position: Q2 2026 in Review

SHP Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 327 shares — an estimated $11K sold.

SHP Wealth Management first reported a position in DFIS in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 252 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • SHP Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 327 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $11K.
  • SHP Wealth Management first reported a position in Dimensional International Small Cap ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Dimensional International Small Cap ETF position peaked at $11K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.