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

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

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Natixis Advisors

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

Envestnet Portfolio Solutions

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

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

Corient Private Wealth

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

Creative Planning

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management

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

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