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Vestia Personal Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Vestia Personal Wealth 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
Q1 		$1.88M Buy
55,907
+1,666
+3% +$58K 0.88% 21
2025
Q4 		$1.87M Sell
54,241
-873
-2% -$27.8K 0.95% 22
2025
Q3 		$1.74M Buy
55,114
+5,900
+12% +$181K 1.01% 23
2025
Q2 		$1.47M Buy
49,214
+4,807
+11% +$133K 1.01% 22
2025
Q1 		$1.15M Buy
44,407
+1,498
+3% +$38.3K 0.91% 22
2024
Q4 		$1.05M Buy
42,909
+7,703
+22% +$196K 0.87% 24
2024
Q3 		$945K Buy
35,206
+3,356
+11% +$86K 0.89% 22
2024
Q2 		$784K Buy
+31,850
New +$798K 0.84% 26

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
Envestnet Portfolio Solutions
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
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
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFIS Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 3.1% in Q1 2026, buying an estimated $58K and bringing the position to 55,907 shares worth $1.88M. The position accounts for 0.88% of the portfolio, ranked #21.

Vestia Personal Wealth Advisors first reported a position in DFIS in Q2 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Vestia Personal Wealth Advisors held 55,907 shares of Dimensional International Small Cap ETF worth $1.88M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 1,666 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $58K.
  • Dimensional International Small Cap ETF made up 0.88% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.