Tobias Financial Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Tobias Financial Advisors’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	$23.1M	Buy	659,583 +43,845	+7%	+$1.57M	2.93%	12
2026 Q1	$20.7M	Buy	615,738 +44,540	+8%	+$1.55M	2.89%	11
2025 Q4	$18.8M	Buy	571,198 +113,821	+25%	+$3.62M	2.66%	12
2025 Q3	$14.5M	Buy	457,377 +40,119	+10%	+$1.23M	2.2%	14
2025 Q2	$12.5M	Buy	417,258 +3,505	+0.8%	+$96.9K	2.13%	13
2025 Q1	$10.7M	Buy	413,753 +70,712	+21%	+$1.81M	2.08%	12
2024 Q4	$8.42M	Buy	343,041 +43,889	+15%	+$1.12M	1.69%	17
2024 Q3	$8.03M	Buy	299,152 +17,146	+6%	+$440K	1.61%	16
2024 Q2	$6.95M	Buy	282,006 +62,507	+28%	+$1.57M	1.5%	16
2024 Q1	$5.5M	Buy	219,499 +51,544	+31%	+$1.24M	1.25%	20
2023 Q4	$4.06M	Buy	167,955 +59,312	+55%	+$1.32M	0.99%	24
2023 Q3	$2.38M	Buy	+108,643	New	+$2.49M	0.63%	39

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

Tobias Financial Advisors's DFIS Position: Q2 2026 in Review

Tobias Financial Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 7.1% in Q2 2026, buying an estimated $1.57M and bringing the position to 659,583 shares worth $23.1M. The position accounts for 2.93% of the portfolio, ranked #12.

Tobias Financial Advisors first reported a position in DFIS in Q3 2023 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Tobias Financial Advisors held 659,583 shares of Dimensional International Small Cap ETF worth $23.1M as of Q2 2026.
Tobias Financial Advisors bought 43,845 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $1.57M.
Dimensional International Small Cap ETF made up 2.93% of Tobias Financial Advisors's portfolio in Q2 2026, its #12 holding.
Tobias Financial Advisors first reported a position in Dimensional International Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.