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Steward Partners Investment Advisory’s Dimensional International Small Cap ETF DFIS Stock Holding History

Steward Partners Investment Advisory’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 		$551K Buy
15,739
+1,469
+10% +$52.6K ﹤0.01% 1635
2026
Q1 		$480K Buy
14,270
+4,475
+46% +$156K ﹤0.01% 1553
2025
Q4 		$323K Buy
9,795
+850
+10% +$27.1K ﹤0.01% 1668
2025
Q3 		$283K Buy
8,945
+220
+3% +$6.76K ﹤0.01% 1685
2025
Q2 		$260K Sell
8,725
-650
-7% -$18K ﹤0.01% 1627
2025
Q1 		$242K Sell
9,375
-940
-9% -$24K ﹤0.01% 1557
2024
Q4 		$253K Buy
10,315
+400
+4% +$10.2K ﹤0.01% 1490
2024
Q3 		$266K Sell
9,915
-100
-1% -$2.56K ﹤0.01% 1383
2024
Q2 		$247K Sell
10,015
-250
-2% -$6.26K ﹤0.01% 1351
2024
Q1 		$257K Hold
10,265
– – ﹤0.01% 1321
2023
Q4 		$248K Sell
10,265
-3,100
-23% -$69K ﹤0.01% 1295
2023
Q3 		$293K Buy
13,365
+750
+6% +$17.2K ﹤0.01% 1125
2023
Q2 		$288K Buy
12,615
+4,790
+61% +$110K ﹤0.01% 1141
2023
Q1 		$180K Buy
+7,825
New +$179K ﹤0.01% 1337

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 19.28% 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 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Steward Partners Investment Advisory's DFIS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dimensional International Small Cap ETF (DFIS) stake by 10% in Q2 2026, buying an estimated $52.6K and bringing the position to 15,739 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Steward Partners Investment Advisory first reported a position in DFIS in Q1 2023 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Steward Partners Investment Advisory held 15,739 shares of Dimensional International Small Cap ETF worth $551K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,469 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $52.6K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1635 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.