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 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

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

Tanager Wealth Management's DFIS Position: Q2 2026 in Review

Tanager Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 0.55% in Q2 2026, buying an estimated $98.7K and bringing the position to 502,319 shares worth $17.6M. The position accounts for 1.53% of the portfolio, ranked #18.

Tanager Wealth Management first reported a position in DFIS in Q2 2024 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Tanager Wealth Management held 502,319 shares of Dimensional International Small Cap ETF worth $17.6M as of Q2 2026.
Tanager Wealth Management bought 2,757 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $98.7K.
Dimensional International Small Cap ETF made up 1.53% of Tanager Wealth Management's portfolio in Q2 2026, its #18 holding.
Tanager Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.