TWM
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Tanager Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Tanager Wealth Management’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 		$16.8M Buy
499,562
+9,427
+2% +$328K 1.63% 17
2025
Q4 		$16.1M Buy
490,135
+28,249
+6% +$900K 1.61% 19
2025
Q3 		$14.6M Buy
461,886
+60,100
+15% +$1.85M 1.53% 20
2025
Q2 		$12M Buy
401,786
+83,012
+26% +$2.3M 1.41% 19
2025
Q1 		$8.24M Buy
318,774
+84,797
+36% +$2.17M 1.07% 22
2024
Q4 		$5.75M Buy
233,977
+222,361
+1,914% +$5.65M 0.75% 23
2024
Q3 		$312K Buy
11,616
+95
+0.8% +$2.44K 0.04% 83
2024
Q2 		$284K Buy
+11,521
New +$288K 0.04% 76

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

Tanager Wealth Management's DFIS Position: Q1 2026 in Review

Tanager Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 1.9% in Q1 2026, buying an estimated $328K and bringing the position to 499,562 shares worth $16.8M. The position accounts for 1.63% of the portfolio, ranked #17.

Tanager Wealth Management first reported a position in DFIS in Q2 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Tanager Wealth Management held 499,562 shares of Dimensional International Small Cap ETF worth $16.8M as of Q1 2026.
  • Tanager Wealth Management bought 9,427 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $328K.
  • Dimensional International Small Cap ETF made up 1.63% of Tanager Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Tanager Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.