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Triumph Capital Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Triumph Capital 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
Q1 		$21K Sell
624
-39
-6% -$1.36K ﹤0.01% 871
2025
Q4 		$21.8K Buy
+663
New +$21.1K ﹤0.01% 834

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Envestnet Portfolio Solutions
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FCBT
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Triumph Capital Management's DFIS Position: Q1 2026 in Review

Triumph Capital Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 5.9% in Q1 2026, selling an estimated $1.36K and leaving 624 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Triumph Capital Management first reported a position in DFIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.8K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Triumph Capital Management held 624 shares of Dimensional International Small Cap ETF worth $21K as of Q1 2026.
  • Triumph Capital Management sold 39 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $1.36K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #871 holding.
  • Triumph Capital Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Dimensional International Small Cap ETF position peaked at $21.8K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.