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 Q2	$1.37M	Sell	39,207 -7,895	-17%	-$283K	0.2%	32
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WPWealth's DFIS Position: Q2 2026 in Review

WPWealth reduced its Dimensional International Small Cap ETF (DFIS) stake by 17% in Q2 2026, selling an estimated $283K and leaving 39,207 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #32.

WPWealth first reported a position in DFIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q1 2026. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

WPWealth held 39,207 shares of Dimensional International Small Cap ETF worth $1.37M as of Q2 2026.
WPWealth sold 7,895 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $283K.
Dimensional International Small Cap ETF made up 0.2% of WPWealth's portfolio in Q2 2026, its #32 holding.
WPWealth first reported a position in Dimensional International Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
WPWealth's Dimensional International Small Cap ETF position peaked at $1.59M in Q1 2026.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.