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

Spire 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 		$4.04M Buy
115,366
+1,297
+1% +$46.4K 0.12% 157
2026
Q1 		$3.84M Buy
114,069
+2,209
+2% +$76.9K 0.13% 159
2025
Q4 		$3.68M Buy
111,860
+2,220
+2% +$70.7K 0.12% 153
2025
Q3 		$3.47M Hold
109,640
– – 0.12% 147
2025
Q2 		$3.27M Sell
109,640
-1,172
-1% -$32.4K 0.12% 152
2025
Q1 		$2.86M Buy
110,812
+8,496
+8% +$217K 0.09% 207
2024
Q4 		$2.51M Buy
102,316
+1,068
+1% +$27.1K 0.08% 216
2024
Q3 		$2.72M Buy
101,248
+3,511
+4% +$90K 0.09% 184
2024
Q2 		$2.41M Sell
97,737
-805
-0.8% -$20.2K 0.08% 208
2024
Q1 		$2.47M Buy
98,542
+805
+0.8% +$19.3K 0.04% 221
2023
Q4 		$2.28M Buy
97,737
+5,761
+6% +$128K 0.08% 218
2023
Q3 		$2.02M Hold
91,976
– – 0.08% 219
2023
Q2 		$2.1M Hold
91,976
– – 0.08% 226
2023
Q1 		$2.11M Buy
91,976
+10,586
+13% +$242K 0.08% 222
2022
Q4 		$1.75M Buy
+81,390
New +$1.67M 0.1% 165
2022
Q3 		– Sell
-3,960
Closed -$82K – 2264
2022
Q2 		$82K Buy
+3,960
New +$90.7K ﹤0.01% 1102

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Spire Wealth Management's DFIS Position: Q2 2026 in Review

Spire Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 1.1% in Q2 2026, buying an estimated $46.4K and bringing the position to 115,366 shares worth $4.04M. The position accounts for 0.12% of the portfolio, ranked #157.

Spire Wealth Management first reported a position in DFIS in Q2 2022 and has held it in 16 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Spire Wealth Management held 115,366 shares of Dimensional International Small Cap ETF worth $4.04M as of Q2 2026.
  • Spire Wealth Management bought 1,297 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $46.4K.
  • Dimensional International Small Cap ETF made up 0.12% of Spire Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Spire Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.