Wescott Financial Advisory Group
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
Q3 		$43.3M Sell
1,194,660
-3,711
-0.3% -$136K 3.18% 9
2026
Q2 		$42M Buy
1,198,371
+11,828
+1% +$423K 3.25% 8
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wescott Financial Advisory Group's DFIS Position: Q3 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.31% in Q3 2026, selling an estimated $136K and leaving 1,194,660 shares worth $43.3M. The position accounts for 3.18% of the portfolio, ranked #9.

Wescott Financial Advisory Group first reported a position in DFIS in Q2 2022 and has held it in 18 quarters since. 255 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Wescott Financial Advisory Group held 1,194,660 shares of Dimensional International Small Cap ETF worth $43.3M as of Q3 2026.
  • Wescott Financial Advisory Group sold 3,711 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $136K.
  • Dimensional International Small Cap ETF made up 3.18% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #9 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • 255 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.