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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
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Institutional Ownership Changes (13F Filings) for Dimensional International Small Cap ETF (BATS:DFIS)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$700.54M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$199.79M
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DFIS Institutional Buying and Selling by Quarter

Dimensional International Small Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025Trinity Financial Advisors LLC119,304$3.56M1.1%+2.1%0.125%
7/3/2025Lam Group Inc.126,495$3.78M2.5%-0.7%0.133%
7/3/2025Collective Family Office LLC249,247$7.44M1.9%+16.4%0.261%
7/1/2025 Harbor Investment Advisory LLC109,539$3.27M0.3%+110.1%0.115%
5/28/2025Jones Financial Companies Lllp18,411,354$481.38M0.4%+3.9%18.086%
5/21/2025Geneos Wealth Management Inc.8,067$208K0.0%+1,196.9%0.008%
5/20/2025Focus Partners Wealth816,414$21.10M0.1%+181.9%0.802%
5/19/2025Jane Street Group LLC331,836$8.58M0.0%+168.8%0.326%
5/19/2025Advisory Alpha LLC339,541$8.77M0.3%+49.7%0.334%
5/19/2025Trinity Financial Advisors LLC116,868$2.98M1.1%+1.1%0.115%
5/16/2025Jones Financial Companies Lllp18,230,993$476.71M0.4%+2.9%18.104%
5/15/2025Focus Partners Advisor Solutions LLC141,280$3.65M0.1%+30.0%0.140%
5/15/2025Royal Bank of Canada71,960$1.86M0.0%+133.7%0.071%
5/15/2025Betterment LLC93,587$2.42M0.0%-9.7%0.093%
5/15/2025OLD Mission Capital LLC487,731$12.60M0.2%+67.5%0.484%
5/15/2025Tortoise Investment Management LLC16,944$438K0.0%+30.0%0.017%
5/14/2025SVB Wealth LLC243,506$6.29M0.3%N/A0.242%
5/14/2025Northwestern Mutual Wealth Management Co.4,523$117K0.0%+25.8%0.004%
5/14/2025Kestra Advisory Services LLC55,474$1.43M0.0%+5.5%0.055%
5/14/2025Wescott Financial Advisory Group LLC1,361,318$35.18M3.6%+10.3%1.352%
5/14/2025CW Advisors LLC46,479$1.20M0.0%N/A0.046%
5/14/2025Capital Analysts LLC61,163$1.58M0.1%+120.4%0.061%
5/13/2025Forvis Mazars Wealth Advisors LLC269,960$6.98M0.2%-21.1%0.268%
5/13/2025Ariadne Wealth Management LP100,992$2.80M1.5%+1.2%0.100%
5/13/2025HighTower Advisors LLC38,262$989K0.0%-13.5%0.038%
5/12/2025Savvy Advisors Inc.7,993$207K0.0%N/A0.008%
5/12/2025AlphaCore Capital LLC4,990$129K0.0%N/A0.005%
5/12/2025Alesco Advisors LLC362,456$9.37M0.3%+10.7%0.360%
5/9/2025Pinney & Scofield Inc.107,474$2.78M2.0%+21.5%0.107%
5/9/2025Navigoe LLC112,312$2.90M2.5%-11.5%0.112%
5/9/2025Ritter Daniher Financial Advisory LLC DE305,344$7.89M2.2%+90.8%0.303%
5/9/2025McMill Wealth Management144,189$3.73M1.3%+29.8%0.143%
5/9/2025PNC Financial Services Group Inc.6,685$173K0.0%-8.4%0.007%
5/8/2025Tillman Hartley LLC341,552$8.83M2.6%+4.6%0.339%
5/8/2025Natixis Advisors LLC65,768$1.70M0.0%+46.5%0.065%
5/8/2025Modera Wealth Management LLC22,761$588K0.0%+2.2%0.023%
5/7/2025LPL Financial LLC136,733$3.53M0.0%-13.1%0.136%
5/7/2025Motco16,208$419K0.0%+174.5%0.016%
5/6/2025Maryland Capital Advisors Inc.51,214$1.32M0.6%+3.7%0.051%
5/6/2025Efficient Advisors LLC1,027,694$26.56M1.6%-1.1%1.021%
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5/6/2025PFG Advisors56,728$1.47M0.1%+7.3%0.056%
5/6/2025Vista Capital Partners Inc.27,988$723K0.1%-23.1%0.028%
5/5/2025Arcadia Wealth Management LLC36,681$948K0.5%+1.4%0.036%
5/5/2025Aire Advisors LLC450,988$11.65M2.5%+6.1%0.448%
5/5/2025TAGStone Capital Inc.9,559$247K0.1%+4.7%0.009%
5/5/2025Kestra Private Wealth Services LLC86,081$2.22M0.0%-11.1%0.085%
5/5/2025Private Advisor Group LLC91,984$2.38M0.0%+9.5%0.091%
5/2/2025Forum Financial Management LP1,161,557$30.02M0.5%-0.5%1.153%
5/2/2025Larson Financial Group LLC437,704$11.31M0.5%-5.8%0.435%
5/1/2025CWM LLC7,708$199K0.0%-13.9%0.008%
4/30/2025Joseph Group Capital Management8,550$221K0.1%-4.5%0.008%
4/30/2025Vestia Personal Wealth Advisors44,407$1.15M0.9%+3.5%0.044%
4/30/2025Cerity Partners LLC488,856$12.63M0.0%+7.3%0.485%
4/30/2025Narus Financial Partners LLC41,028$1.06M0.4%-5.0%0.041%
4/30/2025Allworth Financial LP257,153$6.89M0.0%+8.7%0.255%
4/30/2025Index Fund Advisors Inc.585,286$15.12M0.9%+2.7%0.581%
4/30/2025Axxcess Wealth Management LLC17,925$463K0.0%N/A0.018%
4/30/2025Rehmann Capital Advisory Group11,778$304K0.0%+41.9%0.012%
4/30/2025Aurelius Family Office LLC82,830$2.14M1.1%-2.8%0.082%
4/30/2025Crossmark Global Holdings Inc.28,783$740K0.0%N/A0.029%
4/29/2025Envestnet Asset Management Inc.1,700,898$43.95M0.0%+3.1%1.689%
4/29/2025Discipline Wealth Solutions LLC293,071$7.57M3.6%+2.2%0.291%
4/29/2025Jackson Thornton Wealth Management LLC68,443$1.79M0.2%+53.9%0.068%
4/29/2025Capital Investment Advisory Services LLC7,715$199K0.0%+103.5%0.008%
4/29/2025Morris Financial Concepts Inc.113,433$2.93M1.2%+12.0%0.113%
4/29/2025Tilson Financial Group Inc.144,236$3.73M1.5%+4.3%0.143%
4/28/2025Clune & Associates LTD.233,018$6.02M1.8%+5.8%0.231%
4/28/2025Equita Financial Network Inc.8,074$209K0.1%N/A0.008%
4/28/2025Ballentine Capital Advisors Inc493,614$12.76M6.5%+2.3%0.490%
4/28/2025Vermillion Wealth Management Inc.16,388$423K0.1%+20.5%0.016%
4/28/2025DAVENPORT & Co LLC175,985$4.55M0.0%+9.3%0.175%
4/25/2025Mather Group LLC.11,415,836$294.99M3.4%+6.9%11.336%
4/25/2025Sollinda Capital Management LLC14,269$369K0.1%+37.9%0.014%
4/25/2025Root Financial Partners LLC608,357$15.72M1.7%+20.4%0.604%
4/24/2025Shore Point Advisors LLC39,750$1.03M0.5%N/A0.039%
4/24/2025Tanager Wealth Management LLP318,774$8.24M1.1%+36.2%0.310%
4/23/2025Allodium Investment Consultants LLC252,082$6.51M4.8%+4.7%0.245%
4/23/2025Sequoia Financial Advisors LLC134,570$3.48M0.0%-1.9%0.131%
4/23/2025First Pacific Financial157,417$4.07M0.8%+23.5%0.153%
4/23/2025Spire Wealth Management110,812$2.86M0.1%+8.3%0.108%
4/23/2025Timonier Family Office LTD.263,310$6.80M3.0%+28.5%0.256%
4/23/2025Ruedi Wealth Management Inc.82,498$2.13M0.7%+0.8%0.080%
4/23/2025PBMares Wealth Management LLC103,251$2.67M0.5%+26.1%0.101%
4/23/2025Elwood & Goetz Wealth Advisory Group LLC31,457$813K0.2%-8.7%0.031%
4/22/2025Dopkins Wealth Management LLC24,197$625K0.3%+1.8%0.024%
4/22/2025Acorn Creek Capital LLC173,334$4.48M2.2%+0.4%0.169%
4/22/2025Cambridge Investment Research Advisors Inc.35,337$913K0.0%+23.5%0.034%
4/22/2025Integrity Wealth Solutions LLC130,276$3.37M1.8%+4.6%0.127%
4/22/2025Evanson Asset Management LLC1,132,539$29.27M2.1%-1.3%1.103%
4/21/2025Martin Worley Group118,166$3.05M1.7%+15.7%0.115%
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4/21/2025Avior Wealth Management LLC68,809$1.78M0.1%+3.5%0.067%
4/21/2025Provident Wealth Management LLC43,968$1.14M0.4%-11.7%0.043%
4/21/2025Colony Family Offices LLC29,402$760K0.2%+6.8%0.029%
4/21/2025Andrews Lucia Wealth Management LLC16,642$409K0.3%+8.9%0.016%
4/21/2025Blue Trust Inc.59,695$1.54M0.0%-15.2%0.058%
4/21/2025CLG LLC42,369$1.10M0.4%+3.0%0.041%
4/21/2025ERn Financial LLC48,984$1.27M0.2%+3.6%0.048%
4/21/2025Envestnet Portfolio Solutions Inc.3,903,101$100.86M0.4%N/A3.800%
4/21/2025Wealthspan Partners LLC13,721$355K0.2%-9.3%0.013%
4/21/2025TCI Wealth Advisors Inc.1,411,360$36.47M2.9%+9.1%1.374%
(Data available from 1/1/2016 forward)

DFIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIS shares?

During the previous two years, 224 institutional investors and hedge funds held shares of Dimensional International Small Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($481.38M), Mather Group LLC. ($294.99M), Envestnet Portfolio Solutions Inc. ($100.86M), First Citizens Bank & Trust Co. ($97.94M), Corient Private Wealth LLC ($93.78M), Savant Capital LLC ($50.95M), and Envestnet Asset Management Inc. ($43.95M).Learn more on Dimensional International Small Cap ETF's institutional investors.

Which institutional investors have been buying Dimensional International Small Cap ETF's stock?

Of the 219 institutional investors that purchased Dimensional International Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mather Group LLC. ($5.35M), Envestnet Portfolio Solutions Inc. ($3.90M), First Citizens Bank & Trust Co. ($3.79M), Jones Financial Companies Lllp ($2.14M), Savant Capital LLC ($1.66M), Forum Financial Management LP ($1.17M), and Wescott Financial Advisory Group LLC ($1.07M).

How much institutional buying is happening at Dimensional International Small Cap ETF?

Institutional investors have bought a total of 27,296,880 shares in the last 24 months. This purchase volume represents approximately $700.54M in transactions.

Which of Dimensional International Small Cap ETF's major shareholders have been selling company stock?

Of the 53 institutional investors that sold Dimensional International Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($4.44M), Jane Street Group LLC ($1.67M), Larson Financial Group LLC ($628.81K), Advisory Alpha LLC ($212.19K), Corient Private Wealth LLC ($195.78K), Mercer Global Advisors Inc. ADV ($141.50K), and Forvis Mazars Wealth Advisors LLC ($104.29K).

How much institutional selling is happening at Dimensional International Small Cap ETF?

Institutional investors have sold a total of 7,960,050 shares in the last 24 months. This volume of shares sold represents approximately $199.79M in transactions.


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This page (BATS:DFIS) was last updated on 7/3/2025 by MarketBeat.com Staff
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