DFIS — DFA International Small Cap/Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA International Small Cap/Dimensional ETF Trust (DFIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.52% (2025 Q2)

Avg. % of fund

2.17%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	118,785	-210	-0.2%	2.24%	$3.9M	$32.94
2025 Q3	REDUCED	118,995	-7,500	-5.9%	2.33%	$3.8M	$31.48
2025 Q2	REDUCED	126,495	-875	-0.7%	2.52%	$3.8M	$29.60
2025 Q1	REDUCED	127,370	-9,040	-6.6%	2.42%	$3.3M	$25.24

% of Fund (quarterly) DFIS price (monthly, adj. close)

Other funds also holding DFIS

As of 2025 Q4 — sorted by position size

Matson Money. Inc. 3Y 7Y 12.64% Ballentine Capital Advisors, Inc 6.87% Shore Point Advisors, LLC 3Y 4.8% Total Wealth Planning, LLC 3Y 7Y 4.39% Brand Asset Management Group, Inc. 3Y 7Y 3.89% Wescott Financial Advisory Group, LLC 3Y 3.72% Discipline Wealth Solutions, LLC 3.61% Disciplined Investments, LLC 3Y 3.14% Tillman Hartley LLC 3Y 2.74% AIRE ADVISORS, LLC 3Y 2.73%

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