Wealth Enhancement Advisory Services’s Dimensional International Small Cap ETF DFIS Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$6.73M	Buy	209,536 +39,271	+23%	+$1.43M	0.01%	920
2026 Q2	$5.28M	Buy	170,265 +54,662	+47%	+$1.96M	0.01%	974
2026 Q1	$3.66M	Sell	115,603 -43,085	-27%	-$1.5M	0.01%	1058
2025 Q4	$5.33M	Buy	158,688 +8,209	+5%	+$261K	0.01%	977
2025 Q3	$4.78M	Buy	150,479 +199	+0.1%	+$6.11K	0.01%	977
2025 Q2	$4.51M	Buy	+150,280	New	+$4.16M	0.01%	942

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFIS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Small Cap ETF (DFIS) stake by 23% in Q3 2026, buying an estimated $1.43M and bringing the position to 209,536 shares worth $6.73M. The position accounts for 0.01% of the portfolio, ranked #920.

Wealth Enhancement Advisory Services first reported a position in DFIS in Q2 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Wealth Enhancement Advisory Services held 209,536 shares of Dimensional International Small Cap ETF worth $6.73M as of Q3 2026.
Wealth Enhancement Advisory Services bought 39,271 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $1.43M.
Dimensional International Small Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #920 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 6 quarters since.
128 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.