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Timonier Family Office’s Dimensional International Small Cap ETF DFIS Stock Holding History

Timonier Family Office’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
2025
Q4 		$10.9M Buy
330,672
+10,635
+3% +$339K 3.46% 10
2025
Q3 		$10.1M Buy
320,037
+27,775
+10% +$853K 3.32% 10
2025
Q2 		$8.72M Buy
292,262
+28,952
+11% +$801K 3.26% 10
2025
Q1 		$6.8M Buy
263,310
+58,371
+28% +$1.49M 3.01% 12
2024
Q4 		$5.03M Buy
+204,939
New +$5.21M 2.58% 13

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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

Timonier Family Office's DFIS Position: Q4 2025 in Review

Timonier Family Office increased its Dimensional International Small Cap ETF (DFIS) stake by 3.3% in Q4 2025, buying an estimated $339K and bringing the position to 330,672 shares worth $10.9M. The position accounts for 3.46% of the portfolio, ranked #10.

Timonier Family Office first reported a position in DFIS in Q4 2024 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

  • Timonier Family Office held 330,672 shares of Dimensional International Small Cap ETF worth $10.9M as of Q4 2025.
  • Timonier Family Office bought 10,635 Dimensional International Small Cap ETF shares in Q4 2025, an estimated $339K.
  • Dimensional International Small Cap ETF made up 3.46% of Timonier Family Office's portfolio in Q4 2025, its #10 holding.
  • Timonier Family Office first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.