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 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

Other funds holding DFIS

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 Boston, Massachusetts $71.9B AUM 28.03% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealthspan Partners's DFIS Position: Q1 2026 in Review

Wealthspan Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 0.52% in Q1 2026, buying an estimated $3.8K and bringing the position to 21,169 shares worth $713K. The position accounts for 0.25% of the portfolio, ranked #67.

Wealthspan Partners first reported a position in DFIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $813K in Q2 2024. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Wealthspan Partners held 21,169 shares of Dimensional International Small Cap ETF worth $713K as of Q1 2026.
Wealthspan Partners bought 109 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $3.8K.
Dimensional International Small Cap ETF made up 0.25% of Wealthspan Partners's portfolio in Q1 2026, its #67 holding.
Wealthspan Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Wealthspan Partners's Dimensional International Small Cap ETF position peaked at $813K in Q2 2024.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.