Wealthspan Partners
DFIS icon

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

Wealthspan 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
Q3 		$810K Buy
22,353
+354
+2% +$12.9K 0.24% 66
2026
Q2 		$771K Buy
21,999
+830
+4% +$29.7K 0.24% 66
2026
Q1 		$713K Buy
21,169
+109
+0.5% +$3.8K 0.25% 67
2025
Q4 		$694K Buy
21,060
+4,288
+26% +$137K 0.25% 63
2025
Q3 		$530K Buy
16,772
+2,524
+18% +$77.5K 0.2% 75
2025
Q2 		$425K Buy
14,248
+527
+4% +$14.6K 0.18% 77
2025
Q1 		$355K Sell
13,721
-1,411
-9% -$36.1K 0.16% 82
2024
Q4 		$372K Sell
15,132
-9,310
-38% -$237K 0.18% 78
2024
Q3 		$656K Sell
24,442
-8,585
-26% -$220K 0.32% 55
2024
Q2 		$813K Buy
33,027
+2,324
+8% +$58.2K 0.45% 41
2024
Q1 		$769K Buy
30,703
+3,424
+13% +$82.3K 0.45% 39
2023
Q4 		$659K Buy
27,279
+2,736
+11% +$60.9K 0.46% 36
2023
Q3 		$538K Buy
24,543
+8,591
+54% +$197K 0.43% 41
2023
Q2 		$364K Buy
+15,952
New +$368K 0.29% 56

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Wealthspan Partners's DFIS Position: Q3 2026 in Review

Wealthspan Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 1.6% in Q3 2026, buying an estimated $12.9K and bringing the position to 22,353 shares worth $810K. The position accounts for 0.24% of the portfolio, ranked #66.

Wealthspan Partners first reported a position in DFIS in Q2 2023 and has held it in 14 quarters since. The position peaked at $813K in Q2 2024. 325 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Wealthspan Partners held 22,353 shares of Dimensional International Small Cap ETF worth $810K as of Q3 2026.
  • Wealthspan Partners bought 354 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $12.9K.
  • Dimensional International Small Cap ETF made up 0.24% of Wealthspan Partners's portfolio in Q3 2026, its #66 holding.
  • Wealthspan Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Wealthspan Partners's Dimensional International Small Cap ETF position peaked at $813K in Q2 2024.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.