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WPWealth’s Dimensional International Small Cap ETF DFIS Stock Holding History

WPWealth’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 		$1.59M Buy
47,102
+6,375
+16% +$222K 0.24% 28
2025
Q4 		$1.34M Sell
40,727
-220
-0.5% -$7K 0.21% 34
2025
Q3 		$1.3M Buy
40,947
+71
+0.2% +$2.18K 0.21% 35
2025
Q2 		$1.22M Buy
40,876
+8,717
+27% +$241K 0.22% 34
2025
Q1 		$831K Buy
32,159
+2,132
+7% +$54.5K 0.16% 43
2024
Q4 		$737K Buy
30,027
+14,613
+95% +$371K 0.15% 44
2024
Q3 		$414K Buy
+15,414
New +$395K 0.09% 58

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

WPWealth's DFIS Position: Q1 2026 in Review

WPWealth increased its Dimensional International Small Cap ETF (DFIS) stake by 16% in Q1 2026, buying an estimated $222K and bringing the position to 47,102 shares worth $1.59M. The position accounts for 0.24% of the portfolio, ranked #28.

WPWealth first reported a position in DFIS in Q3 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • WPWealth held 47,102 shares of Dimensional International Small Cap ETF worth $1.59M as of Q1 2026.
  • WPWealth bought 6,375 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $222K.
  • Dimensional International Small Cap ETF made up 0.24% of WPWealth's portfolio in Q1 2026, its #28 holding.
  • WPWealth first reported a position in Dimensional International Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on WPWealth's 13F filing for Q1 2026, filed 12 May 2026.