Total Wealth Planning LLC Has $35.96 Million Holdings in Dimensional International Small Cap ETF $DFIS

Total Wealth Planning LLC grew its position in Dimensional International Small Cap ETF (BATS:DFIS) by 4.9% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,136,870 shares of the company’s stock after purchasing an additional 53,024 shares during the quarter. Dimensional International Small Cap ETF accounts for approximately 4.2% of Total Wealth Planning LLC’s investment portfolio, making the stock its 7th biggest holding. Total Wealth Planning LLC’s holdings in Dimensional International Small Cap ETF were worth $35,959,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Kestra Advisory Services LLC increased its position in shares of Dimensional International Small Cap ETF by 5.5% during the first quarter. Kestra Advisory Services LLC now owns 55,474 shares of the company’s stock valued at $1,433,000 after acquiring an additional 2,894 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Dimensional International Small Cap ETF by 25.8% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 4,523 shares of the company’s stock valued at $117,000 after acquiring an additional 928 shares in the last quarter. Royal Bank of Canada boosted its stake in Dimensional International Small Cap ETF by 133.7% during the 1st quarter. Royal Bank of Canada now owns 71,960 shares of the company’s stock valued at $1,859,000 after purchasing an additional 41,174 shares during the last quarter. Focus Partners Advisor Solutions LLC boosted its stake in Dimensional International Small Cap ETF by 30.0% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 141,280 shares of the company’s stock valued at $3,651,000 after purchasing an additional 32,636 shares during the last quarter. Finally, Jones Financial Companies Lllp increased its holdings in shares of Dimensional International Small Cap ETF by 2.9% in the 1st quarter. Jones Financial Companies Lllp now owns 18,230,993 shares of the company’s stock worth $476,709,000 after purchasing an additional 514,872 shares in the last quarter.

Dimensional International Small Cap ETF Price Performance

DFIS stock opened at $33.11 on Friday. The stock has a market capitalization of $3.16 billion, a P/E ratio of 14.35 and a beta of 0.86. Dimensional International Small Cap ETF has a 1-year low of $22.90 and a 1-year high of $30.84. The business has a fifty day moving average price of $31.82 and a 200-day moving average price of $31.05.

Dimensional International Small Cap ETF Profile

The Dimensional International Small Cap ETF (DFIS) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in a broad and diverse portfolio of small-cap companies in developed markets outside the US, selected and weighted by market capitalization, in aim of long-term capital appreciation. DFIS was launched on Mar 23, 2022 and is managed by Dimensional.