Tanager Wealth Management
DFIS icon

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
Q3 		$19.5M Buy
537,139
+34,820
+7% +$1.27M 1.62% 19
2026
Q2 		$17.6M Buy
502,319
+2,757
+0.6% +$98.7K 1.53% 18
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Tanager Wealth Management's DFIS Position: Q3 2026 in Review

Tanager Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 6.9% in Q3 2026, buying an estimated $1.27M and bringing the position to 537,139 shares worth $19.5M. The position accounts for 1.62% of the portfolio, ranked #19.

Tanager Wealth Management first reported a position in DFIS in Q2 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Tanager Wealth Management held 537,139 shares of Dimensional International Small Cap ETF worth $19.5M as of Q3 2026.
  • Tanager Wealth Management bought 34,820 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $1.27M.
  • Dimensional International Small Cap ETF made up 1.62% of Tanager Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Tanager Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • 240 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.