Stone Summit Wealth’s Dimensional International Small Cap ETF DFIS Stock Holding History

Stone Summit Wealth’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
2025 Q3	–	Sell	-7,014	Closed	-$209K	–	144
2025 Q2	$209K	Sell	7,014 -1,908	-21%	-$52.8K	0.06%	139
2025 Q1	$231K	Sell	8,922 -74	-0.8%	-$1.89K	0.08%	139
2024 Q4	$221K	Sell	8,996 -250	-3%	-$6.35K	0.07%	136
2024 Q3	$248K	Sell	9,246 -97	-1%	-$2.49K	0.08%	134
2024 Q2	$230K	Hold	9,343	–	–	0.08%	133
2024 Q1	$234K	Sell	9,343 -26	-0.3%	-$625	0.08%	134
2023 Q4	$226K	Buy	9,369 +119	+1%	+$2.65K	0.09%	135
2023 Q3	$203K	Buy	+9,250	New	+$212K	0.09%	136

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MMI

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stone Summit Wealth's DFIS Position: Q3 2025 in Review

Stone Summit Wealth sold out of Dimensional International Small Cap ETF (DFIS) in Q3 2025, closing a stake of 7,014 shares — an estimated $209K sold.

Stone Summit Wealth first reported a position in DFIS in Q3 2023 and held it in 8 quarters. The position peaked at $248K in Q3 2024. 273 funds tracked by Wall St. Rank hold DFIS as of Q3 2025.

Stone Summit Wealth reported no remaining Dimensional International Small Cap ETF position as of Q3 2025 after selling out during the quarter.
Stone Summit Wealth sold 7,014 Dimensional International Small Cap ETF shares in Q3 2025, an estimated $209K.
Stone Summit Wealth first reported a position in Dimensional International Small Cap ETF in Q3 2023 and held it in 8 quarters.
Stone Summit Wealth's Dimensional International Small Cap ETF position peaked at $248K in Q3 2024.
273 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2025.

Based on Stone Summit Wealth's 13F filing for Q3 2025, filed 22 Oct 2025.