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Williams Jones Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Williams Jones Wealth Management’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
Q3 		– Sell
-7,624
Closed -$228K – 517
2025
Q2 		$228K Buy
+7,624
New +$211K ﹤0.01% 460

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Williams Jones Wealth Management's DFIS Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q3 2025, closing a stake of 7,624 shares — an estimated $228K sold.

Williams Jones Wealth Management first reported a position in DFIS in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 273 funds tracked by Wall St. Rank hold DFIS as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,624 Dimensional International Small Cap ETF shares in Q3 2025, an estimated $228K.
  • Williams Jones Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's Dimensional International Small Cap ETF position peaked at $228K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.