SIS
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Sound Income Strategies’s Dimensional International Small Cap ETF DFIS Stock Holding History

Sound Income Strategies’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
-271
Closed -$9.26K – 933
2026
Q1 		$9.26K Buy
+271
New +$9.44K ﹤0.01% 1545

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MMI
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Envestnet Portfolio Solutions
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FCBT
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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

Sound Income Strategies's DFIS Position: Q2 2026 in Review

Sound Income Strategies sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 271 shares — an estimated $9.26K sold.

Sound Income Strategies first reported a position in DFIS in Q1 2026 and held it in 1 quarter. The position peaked at $9.26K in Q1 2026. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Sound Income Strategies reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 271 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $9.26K.
  • Sound Income Strategies first reported a position in Dimensional International Small Cap ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Dimensional International Small Cap ETF position peaked at $9.26K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.