WFAG
DFIS icon

Wescott Financial Advisory Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Wescott Financial Advisory Group’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 		$40M Sell
1,186,543
-107,648
-8% -$3.75M 3.5% 8
2025
Q4 		$42.6M Sell
1,294,191
-25,932
-2% -$826K 3.72% 7
2025
Q3 		$41.8M Sell
1,320,123
-25,232
-2% -$775K 3.75% 7
2025
Q2 		$40.1M Sell
1,345,355
-15,963
-1% -$441K 3.84% 7
2025
Q1 		$35.2M Buy
1,361,318
+127,027
+10% +$3.25M 3.65% 7
2024
Q4 		$30.3M Buy
1,234,291
+23,909
+2% +$608K 3.14% 9
2024
Q3 		$32.5M Buy
1,210,382
+612,186
+102% +$15.7M 3.49% 8
2024
Q2 		$14.7M Buy
598,196
+283,339
+90% +$7.09M 1.71% 13
2024
Q1 		$7.89M Buy
314,857
+33,181
+12% +$797K 0.98% 19
2023
Q4 		$6.81M Sell
281,676
-7,839
-3% -$174K 0.95% 18
2023
Q3 		$6.35M Buy
289,515
+20,207
+8% +$464K 1.16% 17
2023
Q2 		$6.15M Buy
269,308
+56,794
+27% +$1.31M 1.09% 18
2023
Q1 		$4.89M Buy
212,514
+34,442
+19% +$787K 1.06% 22
2022
Q4 		$3.83M Buy
178,072
+145,290
+443% +$2.98M 0.83% 26
2022
Q3 		$606K Buy
32,782
+10,207
+45% +$213K 0.17% 75
2022
Q2 		$470K Buy
+22,575
New +$517K 0.13% 83

Other funds holding DFIS

Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wescott Financial Advisory Group's DFIS Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional International Small Cap ETF (DFIS) stake by 8.3% in Q1 2026, selling an estimated $3.75M and leaving 1,186,543 shares worth $40M. The position accounts for 3.5% of the portfolio, ranked #8.

Wescott Financial Advisory Group first reported a position in DFIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $42.6M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Wescott Financial Advisory Group held 1,186,543 shares of Dimensional International Small Cap ETF worth $40M as of Q1 2026.
  • Wescott Financial Advisory Group sold 107,648 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $3.75M.
  • Dimensional International Small Cap ETF made up 3.5% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Wescott Financial Advisory Group's Dimensional International Small Cap ETF position peaked at $42.6M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.