Tobias Financial Advisors Inc. Has $18.82 Million Stake in Dimensional International Small Cap ETF $DFIS

Tobias Financial Advisors Inc. grew its position in shares of Dimensional International Small Cap ETF (BATS:DFIS) by 24.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 571,198 shares of the company’s stock after buying an additional 113,821 shares during the quarter. Dimensional International Small Cap ETF makes up about 2.7% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 12th largest holding. Tobias Financial Advisors Inc. owned approximately 0.60% of Dimensional International Small Cap ETF worth $18,815,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. Natixis Advisors LLC lifted its holdings in shares of Dimensional International Small Cap ETF by 21.0% during the 4th quarter. Natixis Advisors LLC now owns 9,669,395 shares of the company’s stock valued at $318,510,000 after buying an additional 1,681,157 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its holdings in shares of Dimensional International Small Cap ETF by 1.3% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 3,571,543 shares of the company’s stock valued at $117,647,000 after buying an additional 45,937 shares during the last quarter. Creative Planning lifted its holdings in shares of Dimensional International Small Cap ETF by 13.1% during the 3rd quarter. Creative Planning now owns 2,361,977 shares of the company’s stock valued at $74,709,000 after buying an additional 272,771 shares during the last quarter. Park Avenue Securities LLC lifted its holdings in shares of Dimensional International Small Cap ETF by 5.2% during the 4th quarter. Park Avenue Securities LLC now owns 1,687,512 shares of the company’s stock valued at $55,587,000 after buying an additional 84,056 shares during the last quarter. Finally, TCI Wealth Advisors Inc. lifted its holdings in shares of Dimensional International Small Cap ETF by 1.6% during the 4th quarter. TCI Wealth Advisors Inc. now owns 1,441,448 shares of the company’s stock valued at $47,481,000 after buying an additional 22,047 shares during the last quarter.

Dimensional International Small Cap ETF Price Performance

Shares of Dimensional International Small Cap ETF stock opened at $36.22 on Monday. The firm has a market cap of $3.46 billion, a price-to-earnings ratio of 14.35 and a beta of 0.86. Dimensional International Small Cap ETF has a 52-week low of $28.78 and a 52-week high of $37.18. The stock has a 50-day simple moving average of $35.86 and a 200-day simple moving average of $34.71.

Dimensional International Small Cap ETF Company 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.