Squire Investment Management Company’s Dimensional International Small Cap ETF DFIS Stock Holding History

Squire Investment Management Company’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 Q1	$421K	Sell	12,507 -6,079	-33%	-$212K	0.12%	56
2025 Q4	$612K	Sell	18,586 -3,496	-16%	-$111K	0.19%	50
2025 Q3	$698K	Sell	22,082 -249	-1%	-$7.65K	0.23%	49
2025 Q2	$666K	Sell	22,331 -2,629	-11%	-$72.7K	0.25%	46
2025 Q1	$645K	Sell	24,960 -2	-0%	-$51	0.27%	43
2024 Q4	$613K	Buy	24,962 +3,930	+19%	+$99.9K	0.27%	45
2024 Q3	$564K	Buy	21,032 +2,244	+12%	+$57.5K	0.27%	44
2024 Q2	$463K	Buy	18,788 +21	+0.1%	+$526	0.26%	44
2024 Q1	$470K	Buy	+18,767	New	+$451K	0.3%	41

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Squire Investment Management Company's DFIS Position: Q1 2026 in Review

Squire Investment Management Company reduced its Dimensional International Small Cap ETF (DFIS) stake by 33% in Q1 2026, selling an estimated $212K and leaving 12,507 shares worth $421K. The position accounts for 0.12% of the portfolio, ranked #56.

Squire Investment Management Company first reported a position in DFIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $698K in Q3 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Squire Investment Management Company held 12,507 shares of Dimensional International Small Cap ETF worth $421K as of Q1 2026.
Squire Investment Management Company sold 6,079 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $212K.
Dimensional International Small Cap ETF made up 0.12% of Squire Investment Management Company's portfolio in Q1 2026, its #56 holding.
Squire Investment Management Company first reported a position in Dimensional International Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
Squire Investment Management Company's Dimensional International Small Cap ETF position peaked at $698K in Q3 2025.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Squire Investment Management Company's 13F filing for Q1 2026, filed 24 Apr 2026.