Syverson Strege & Co’s Dimensional International Small Cap ETF DFIS Stock Holding History

Syverson Strege & Co’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	$4.62M	Sell	131,864 -45,082	-25%	-$1.61M	1.01%	13
2026 Q1	$5.96M	Sell	176,946 -1,789	-1%	-$62.3K	1.43%	9
2025 Q4	$5.89M	Sell	178,735 -9,174	-5%	-$292K	1.39%	10
2025 Q3	$5.94M	Sell	187,909 -5,694	-3%	-$175K	1.42%	9
2025 Q2	$5.78M	Buy	193,603 +141,718	+273%	+$3.92M	1.36%	11
2025 Q1	$1.34M	Buy	51,885 +2,820	+6%	+$72.1K	0.43%	22
2024 Q4	$1.2M	Buy	49,065 +322	+0.7%	+$8.18K	0.4%	25
2024 Q3	$1.31M	Sell	48,743 -45,267	-48%	-$1.16M	0.44%	22
2024 Q2	$2.32M	Buy	94,010 +53,420	+132%	+$1.34M	0.79%	14
2024 Q1	$1.02M	Buy	40,590 +150	+0.4%	+$3.6K	0.37%	27
2023 Q4	$977K	Buy	+40,440	New	+$900K	0.38%	27
2023 Q2	–	Sell	-8,580	Closed	-$197K	–	202
2023 Q1	$197K	Buy	+8,580	New	+$196K	0.08%	62

Other funds holding DFIS

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

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

Syverson Strege & Co's DFIS Position: Q2 2026 in Review

Syverson Strege & Co reduced its Dimensional International Small Cap ETF (DFIS) stake by 25% in Q2 2026, selling an estimated $1.61M and leaving 131,864 shares worth $4.62M. The position accounts for 1.01% of the portfolio, ranked #13.

Syverson Strege & Co first reported a position in DFIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.96M in Q1 2026. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Syverson Strege & Co held 131,864 shares of Dimensional International Small Cap ETF worth $4.62M as of Q2 2026.
Syverson Strege & Co sold 45,082 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $1.61M.
Dimensional International Small Cap ETF made up 1.01% of Syverson Strege & Co's portfolio in Q2 2026, its #13 holding.
Syverson Strege & Co first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 12 quarters since.
Syverson Strege & Co's Dimensional International Small Cap ETF position peaked at $5.96M in Q1 2026.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.