SSC
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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
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
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 $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
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 $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Syverson Strege & Co's DFIS Position: Q1 2026 in Review

Syverson Strege & Co reduced its Dimensional International Small Cap ETF (DFIS) stake by 1% in Q1 2026, selling an estimated $62.3K and leaving 176,946 shares worth $5.96M. The position accounts for 1.43% of the portfolio, ranked #9.

Syverson Strege & Co first reported a position in DFIS in Q1 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Syverson Strege & Co held 176,946 shares of Dimensional International Small Cap ETF worth $5.96M as of Q1 2026.
  • Syverson Strege & Co sold 1,789 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $62.3K.
  • Dimensional International Small Cap ETF made up 1.43% of Syverson Strege & Co's portfolio in Q1 2026, its #9 holding.
  • Syverson Strege & Co first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.