SVB WEALTH LLC DFIS β€” Dimensional International Smal

Ownership history in SVB WEALTH LLC  Β·  5 quarters on record

AI Ownership Summary

SVB WEALTH LLC reported Dimensional International Smal (DFIS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows DFIS at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SVB WEALTH LLC's position in Dimensional International Smal, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFIS was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIS stock page SVB WEALTH LLC fund profile SVB WEALTH LLC full holdings
How SVB WEALTH LLC held DFIS β€” position size vs. price
% of Fund (quarterly)    DFIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 361,836 +14,530 +4.2% 0.80% $12.2M 2026-04-17 $36.41
2025 Q4 ADDED β€” β€” β€” 347,306 +133,234 +62.2% 0.67% $11.4M 2026-02-04 $35.35
2025 Q3 ADDED β€” β€” β€” 214,072 +32,294 +17.8% 0.36% $6.8M 2025-11-06 $30.72
2025 Q2 REDUCED 25.3% +6.2% ❌ 181,778 -61,728 -25.3% 0.29% $5.4M 2025-08-14 $30.51
2025 Q1 INITIATED β€” β€” β€” 243,506 β€” β€” 0.26% $6.3M 2025-05-14 $27.12

🏒 Other funds also holding DFIS

As of 2026 Q1 β€” sorted by position size

Matson Money. Inc. 3Y 7Y 12.31% Shore Point Advisors, LLC 3Y 7.69% Ballentine Capital Advisors, Inc 6.87% GEN Financial Management, INC. 6.57% Allodium Investment Consultants, LLC 4.83% Willow Financial LLC 4.59% Guardian Wealth Management, LLC 3.69% Discipline Wealth Solutions, LLC 3.41% Factor Wealth Management LTD 2.6% ECLECTIC ASSOCIATES INC /ADV 3Y 2.55%

FAQ About SVB WEALTH LLC and DFIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SVB WEALTH LLC reported owning DFIS?

SVB WEALTH LLC reported DFIS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DFIS position in SVB WEALTH LLC's portfolio?

The largest reported portfolio weight for DFIS was 0.80% in 2026 Q1.

What is the latest reported DFIS position on this page?

The most recent filing on this page is 2026 Q1, when SVB WEALTH LLC reported 361,836 shares, equal to 0.80% of portfolio, with an estimated market value of $12.2M.

What does the chart on this DFIS ownership page compare?

The chart compares SVB WEALTH LLC's quarterly DFIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SVB WEALTH LLC time their DFIS position?

Based on 13F filing dates vs. subsequent DFIS price moves, SVB WEALTH LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on DFIS relative to SPY over the holding period was +10.7%.

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