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

Whipplewood 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
2025
Q2 		– Sell
-8
Closed -$3.98K – 1218
2025
Q1 		$3.98K Buy
+8
New +$205 ﹤0.01% 742

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FCBT
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SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
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Whipplewood Advisors's DFIS Position: Q2 2025 in Review

Whipplewood Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2025, closing a stake of 8 shares — an estimated $3.98K sold.

Whipplewood Advisors first reported a position in DFIS in Q1 2025 and held it in 1 quarter. The position peaked at $3.98K in Q1 2025. 263 funds tracked by Wall St. Rank hold DFIS as of Q2 2025.

  • Whipplewood Advisors reported no remaining Dimensional International Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Dimensional International Small Cap ETF shares in Q2 2025, an estimated $3.98K.
  • Whipplewood Advisors first reported a position in Dimensional International Small Cap ETF in Q1 2025 and held it in 1 quarter.
  • Whipplewood Advisors's Dimensional International Small Cap ETF position peaked at $3.98K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.