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

Summit Financial’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 		$2.58M Buy
76,707
+53,651
+233% +$1.87M 0.03% 504
2025
Q4 		$759K Buy
23,056
+3,495
+18% +$111K 0.01% 754
2025
Q3 		$619K Buy
+19,561
New +$601K 0.01% 819

Other funds holding DFIS

Jones Financial Companies
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
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
FCBT
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
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Summit Financial's DFIS Position: Q1 2026 in Review

Summit Financial increased its Dimensional International Small Cap ETF (DFIS) stake by 233% in Q1 2026, buying an estimated $1.87M and bringing the position to 76,707 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #504.

Summit Financial first reported a position in DFIS in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Summit Financial held 76,707 shares of Dimensional International Small Cap ETF worth $2.58M as of Q1 2026.
  • Summit Financial bought 53,651 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $1.87M.
  • Dimensional International Small Cap ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #504 holding.
  • Summit Financial first reported a position in Dimensional International Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.