West Wealth Group
DFIS icon

West Wealth Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

West Wealth 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 		$729K Buy
20,117
+103
+0.5% +$3.76K 0.11% 63
2026
Q2 		$701K Buy
20,014
+237
+1% +$8.48K 0.11% 64
2026
Q1 		$666K Buy
+19,777
New +$689K 0.13% 57

Other funds holding DFIS

First Citizens Bank & Trust
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
BCA
Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

West Wealth Group's DFIS Position: Q3 2026 in Review

West Wealth Group increased its Dimensional International Small Cap ETF (DFIS) stake by 0.51% in Q3 2026, buying an estimated $3.76K and bringing the position to 20,117 shares worth $729K. The position accounts for 0.11% of the portfolio, ranked #63.

West Wealth Group first reported a position in DFIS in Q1 2026 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • West Wealth Group held 20,117 shares of Dimensional International Small Cap ETF worth $729K as of Q3 2026.
  • West Wealth Group bought 103 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $3.76K.
  • Dimensional International Small Cap ETF made up 0.11% of West Wealth Group's portfolio in Q3 2026, its #63 holding.
  • West Wealth Group first reported a position in Dimensional International Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.