Wealthcare Advisory Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Wealthcare Advisory Partners’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	$306K	Sell	8,731 -71	-0.8%	-$2.54K	0.01%	870
2026 Q1	$296K	Sell	8,802 -1,218	-12%	-$42.4K	0.01%	885
2025 Q4	$330K	Buy	10,020 +37	+0.4%	+$1.18K	0.01%	832
2025 Q3	$316K	Buy	9,983 +357	+4%	+$11K	0.01%	833
2025 Q2	$287K	Sell	9,626 -19,471	-67%	-$539K	0.01%	803
2025 Q1	$752K	Buy	29,097 +20,352	+233%	+$520K	0.02%	496
2024 Q4	$215K	Sell	8,745 -240	-3%	-$6.1K	0.01%	836
2024 Q3	$241K	Buy	+8,985	New	+$230K	0.01%	780

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

Wealthcare Advisory Partners's DFIS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.81% in Q2 2026, selling an estimated $2.54K and leaving 8,731 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #870.

Wealthcare Advisory Partners first reported a position in DFIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $752K in Q1 2025. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Wealthcare Advisory Partners held 8,731 shares of Dimensional International Small Cap ETF worth $306K as of Q2 2026.
Wealthcare Advisory Partners sold 71 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $2.54K.
Dimensional International Small Cap ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #870 holding.
Wealthcare Advisory Partners first reported a position in Dimensional International Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
Wealthcare Advisory Partners's Dimensional International Small Cap ETF position peaked at $752K in Q1 2025.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.