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

Tompkins Financial’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	–	Sell	-11	Closed	-$370	–	565
2026 Q1	$370	Hold	11	–	–	﹤0.01%	551
2025 Q4	$362	Hold	11	–	–	﹤0.01%	621
2025 Q3	$348	Sell	11 -4	-27%	-$123	﹤0.01%	533
2025 Q2	$448	Hold	15	–	–	﹤0.01%	531
2025 Q1	$388	Sell	15 -2	-12%	-$51	﹤0.01%	552
2024 Q4	$417	Hold	17	–	–	﹤0.01%	517
2024 Q3	$456	Buy	+17	New	+$436	﹤0.01%	564

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

Tompkins Financial's DFIS Position: Q2 2026 in Review

Tompkins Financial sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 11 shares — an estimated $370 sold.

Tompkins Financial first reported a position in DFIS in Q3 2024 and held it in 7 quarters. The position peaked at $456 in Q3 2024. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Tompkins Financial reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 11 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $370.
Tompkins Financial first reported a position in Dimensional International Small Cap ETF in Q3 2024 and held it in 7 quarters.
Tompkins Financial's Dimensional International Small Cap ETF position peaked at $456 in Q3 2024.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.