Wealthspire Advisors (New York)’s Dimensional International Small Cap ETF DFIS Stock Holding History

Wealthspire Advisors (New York)’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	$602K	Buy	17,194 +2,799	+19%	+$100K	﹤0.01%	731
2026 Q1	$485K	Buy	14,395 +18	+0.1%	+$627	﹤0.01%	579
2025 Q4	$474K	Buy	14,377 +1	+0%	+$32	﹤0.01%	630
2025 Q3	$455K	Buy	14,376 +1	+0%	+$31	﹤0.01%	560
2025 Q2	$429K	Sell	14,375 -265	-2%	-$7.33K	﹤0.01%	574
2025 Q1	$378K	Hold	14,640	–	–	﹤0.01%	581
2024 Q4	$359K	Buy	+14,640	New	+$372K	﹤0.01%	602

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 19.28% 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 22.9% 1-Year Est. Return

PAS

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

Wealthspire Advisors (New York)'s DFIS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional International Small Cap ETF (DFIS) stake by 19% in Q2 2026, buying an estimated $100K and bringing the position to 17,194 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Wealthspire Advisors (New York) first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Wealthspire Advisors (New York) held 17,194 shares of Dimensional International Small Cap ETF worth $602K as of Q2 2026.
Wealthspire Advisors (New York) bought 2,799 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $100K.
Dimensional International Small Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #731 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.