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Websterrogers Financial Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Websterrogers Financial Advisors’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 		$9.03M Sell
257,792
-156
-0.1% -$5.58K 2.31% 15
2026
Q1 		$8.69M Buy
257,948
+5,799
+2% +$202K 2.48% 16
2025
Q4 		$8.31M Sell
252,149
-2,068
-0.8% -$65.8K 2.41% 16
2025
Q3 		$8.04M Sell
254,217
-1,516
-0.6% -$46.6K 2.41% 15
2025
Q2 		$7.63M Buy
255,733
+2,038
+0.8% +$56.4K 2.43% 16
2025
Q1 		$6.56M Sell
253,695
-18,958
-7% -$485K 2.24% 18
2024
Q4 		$6.7M Sell
272,653
-6,422
-2% -$163K 2.33% 15
2024
Q3 		$7.49M Buy
279,075
+482
+0.2% +$12.4K 2.62% 14
2024
Q2 		$6.86M Buy
278,593
+7,155
+3% +$179K 2.44% 14
2024
Q1 		$6.8M Buy
271,438
+57,461
+27% +$1.38M 2.42% 14
2023
Q4 		$5.17M Buy
213,977
+7,031
+3% +$156K 2.16% 20
2023
Q3 		$4.54M Buy
206,946
+18,704
+10% +$429K 2% 18
2023
Q2 		$4.3M Buy
188,242
+12,746
+7% +$294K 1.87% 19
2023
Q1 		$4.03M Buy
175,496
+16,768
+11% +$383K 1.86% 19
2022
Q4 		$3.41M Buy
+158,728
New +$3.25M 1.65% 18

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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

Websterrogers Financial Advisors's DFIS Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.06% in Q2 2026, selling an estimated $5.58K and leaving 257,792 shares worth $9.03M. The position accounts for 2.31% of the portfolio, ranked #15.

Websterrogers Financial Advisors first reported a position in DFIS in Q4 2022 and has held it in 15 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Websterrogers Financial Advisors held 257,792 shares of Dimensional International Small Cap ETF worth $9.03M as of Q2 2026.
  • Websterrogers Financial Advisors sold 156 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $5.58K.
  • Dimensional International Small Cap ETF made up 2.31% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Websterrogers Financial Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.