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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$661.88M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$562.51M
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DFIS Institutional Buying and Selling by Quarter

Dimensional International Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025AMI Investment Management Inc.227,245$7.19M1.7%+9.7%0.238%
10/16/2025Provident Wealth Management LLC50,140$1.59M0.5%+11.1%0.053%
10/16/2025Blue Trust Inc.66,421$2.10M0.0%+2.2%0.070%
10/16/2025Quad Cities Investment Group LLC17,713$560K0.2%+9.1%0.019%
10/15/2025 GEN Financial Management INC.56,567$1.79M1.5%-5.5%0.059%
10/15/2025 Vestia Personal Wealth Advisors55,114$1.74M0.9%+12.0%0.058%
10/15/2025 Level Financial Advisors232,628$7.36M2.1%+18.0%0.244%
10/15/2025 DAVENPORT & Co LLC180,016$5.69M0.0%+5.9%0.189%
10/14/2025 DiNuzzo Private Wealth Inc.51,341$1.59M0.2%-2.0%0.054%
10/14/2025 Farther Finance Advisors LLC18,532$586K0.0%+234.2%0.019%
10/14/2025 Parkwoods Wealth Partners LLC78,368$2.48M0.8%+166.3%0.082%
10/14/2025 Dopkins Wealth Management LLC22,177$701K0.3%-5.6%0.023%
10/14/2025 Evanson Asset Management LLC1,299,052$41.09M2.4%+10.8%1.362%
10/14/2025 TCI Wealth Advisors Inc.1,419,401$44.90M2.7%-0.1%1.488%
10/10/2025 Navigoe LLC83,674$2.65M1.7%-3.7%0.088%
10/9/2025 AdvisorNet Financial Inc60,366$1.91M0.1%+2.4%0.063%
10/9/2025 Allodium Investment Consultants LLC278,448$8.81M5.0%+6.2%0.292%
10/9/2025 Dynamic Advisor Solutions LLC181,880$5.75M0.2%+2.3%0.191%
10/9/2025 Eclectic Associates Inc. ADV444,716$14.07M2.6%+19.8%0.466%
10/9/2025 Websterrogers Financial Advisors LLC254,217$8.04M2.4%-0.6%0.266%
10/7/2025 Trinity Financial Advisors LLC124,805$3.95M1.1%+4.6%0.131%
10/6/2025 Collective Family Office LLC244,836$7.74M1.9%-1.8%0.257%
9/26/2025Corient Private Wealth LLC3,343,785$99.78M0.1%-6.9%3.505%
9/4/2025Osaic Holdings Inc.97,181$2.90M0.0%-10.9%0.102%
9/3/2025Ballentine Capital Advisors Inc487,344$14.54M6.9%-1.3%0.511%
8/27/2025Orion Porfolio Solutions LLC93,941$2.80M0.0%+20.9%0.098%
8/15/2025Corient Private Wealth LLC3,348,779$99.93M0.1%-6.7%3.510%
8/15/2025Captrust Financial Advisors48,144$1.44M0.0%-3.1%0.050%
8/15/2025Orion Porfolio Solutions LLC22,022$657K0.0%-71.7%0.023%
8/15/2025MML Investors Services LLC90,280$2.69M0.0%-27.5%0.095%
8/15/2025Modern Wealth Management LLC569,891$17.01M0.4%N/A0.597%
8/15/2025EP Wealth Advisors LLC6,200$185K0.0%N/A0.006%
8/15/2025Bank of America Corp DE192,928$5.76M0.0%+279.0%0.202%
8/14/2025CLG LLC43,194$1.29M0.4%+1.9%0.045%
8/14/2025Vista Capital Partners Inc.74,259$2.22M0.2%+165.3%0.078%
8/14/2025First Citizens Asset Management Inc.70,647$2.11M0.8%-37.2%0.074%
8/14/2025Jane Street Group LLC30,263$903K0.0%-90.9%0.032%
8/14/2025Raymond James Financial Inc.35,452$1.06M0.0%+68.1%0.037%
8/14/2025Betterment LLC85,356$2.55M0.0%-8.8%0.089%
8/14/2025Sei Investments Co.38,778$1.16M0.0%N/A0.041%
8/14/2025SVB Wealth LLC181,778$5.42M0.3%-25.3%0.191%
8/14/2025Cerity Partners LLC526,925$15.72M0.0%+7.8%0.552%
8/13/2025Vance Wealth LLC45,922$1.37M0.5%-13.3%0.048%
8/13/2025Cresset Asset Management LLC6,776$202K0.0%N/A0.007%
8/13/2025M Holdings Securities Inc.16,146$480K0.1%N/A0.017%
8/13/2025EverSource Wealth Advisors LLC3,420$102K0.0%-47.8%0.004%
8/13/2025CW Advisors LLC43,464$1.30M0.0%-6.5%0.046%
8/13/2025IAG Wealth Partners LLC85,935$2.56M0.3%-13.7%0.090%
8/13/2025Beacon Pointe Advisors LLC255,932$7.64M0.1%-0.8%0.268%
8/13/2025Tobias Financial Advisors Inc.417,258$12.45M2.1%+0.8%0.437%
8/13/2025Legacy Capital Wealth Partners LLC12,541$374K0.1%N/A0.013%
8/13/2025Northwestern Mutual Wealth Management Co.593,258$17.70M0.0%+13,016.5%0.622%
8/12/2025Steward Partners Investment Advisory LLC8,725$260K0.0%-6.9%0.009%
8/12/2025JPMorgan Chase & Co.298,564$8.91M0.0%+6.7%0.313%
8/11/2025Wescott Financial Advisory Group LLC1,345,355$40.15M3.8%-1.2%1.410%
8/11/2025Root Financial Partners LLC636,289$18.99M1.8%+4.6%0.667%
8/8/2025Tortoise Investment Management LLC34,309$1.02M0.1%+102.5%0.036%
8/8/2025Pinney & Scofield Inc.119,197$3.56M2.4%+10.9%0.125%
8/8/2025Creative Planning2,089,206$62.34M0.1%+15.7%2.190%
8/8/2025RAM Investment Partners LLC7,176$214K0.0%N/A0.008%
8/7/2025Timonier Family Office LTD.292,262$8.72M3.3%+11.0%0.306%
8/7/2025Allworth Financial LP256,407$7.65M0.0%-0.3%0.269%
8/7/2025Addison Advisors LLC188,157$5.62M1.4%+0.2%0.197%
8/7/2025Tillman Hartley LLC335,218$10.00M2.8%-1.9%0.351%
8/7/2025PFG Advisors60,898$1.82M0.1%+7.4%0.064%
8/7/2025Efficient Advisors LLC988,847$29.51M1.8%-3.8%1.037%
8/6/2025Savant Capital LLC2,114,301$63.09M0.4%+19.2%2.216%
8/5/2025Integrity Wealth Solutions LLC134,103$4.00M2.0%+2.9%0.141%
8/5/2025Bank of Montreal Can1,243,971$37.12M0.0%+3.7%1.304%
8/5/2025Mission Wealth Management LP20,292$606K0.0%+15.4%0.021%
8/4/2025Syverson Strege & Co193,603$5.78M1.4%+273.1%0.203%
8/4/2025Partners in Financial Planning12,333$368K0.1%N/A0.013%
8/4/2025Creative Financial Designs Inc. ADV834$25K0.0%N/A0.001%
8/4/2025Savvy Advisors Inc.10,997$328K0.0%+37.6%0.012%
8/4/2025Spire Wealth Management109,640$3.27M0.1%-1.1%0.115%
8/4/2025McMill Wealth Management143,734$4.28M1.4%-0.3%0.151%
8/1/2025Motco34,942$1.04M0.1%+115.6%0.037%
8/1/2025JDH Wealth Management LLC38,062$1.14M0.9%+1.9%0.040%
8/1/2025Equita Financial Network Inc.11,707$349K0.1%+45.0%0.012%
8/1/2025Advisory Alpha LLC361,849$10.80M0.3%+6.6%0.379%
8/1/2025Envestnet Asset Management Inc.1,770,378$52.83M0.0%+4.1%1.856%
7/31/2025Schoolcraft Capital LLC127,763$3.81M0.8%-12.5%0.134%
7/31/2025Focus Partners Advisor Solutions LLC139,914$4.17M0.1%-1.0%0.147%
7/31/2025Glass Jacobson Investment Advisors llc61,192$1.83M0.7%-4.5%0.064%
7/31/2025Planning Center Inc.468,911$13.99M1.5%-1.7%0.492%
7/30/2025First Citizens Bank & Trust Co.2,856,366$85.23M1.3%-24.6%2.994%
7/30/2025Freedom Investment Management Inc.9,651$288K0.0%+11.7%0.010%
7/30/2025Forum Financial Management LP1,158,857$34.58M0.5%-0.2%1.215%
7/30/2025Rehmann Capital Advisory Group11,094$331K0.0%-5.8%0.012%
7/30/2025Blume Capital Management Inc.23,100$689K0.1%-29.5%0.024%
7/30/2025Jackson Thornton Wealth Management LLC67,551$2.02M0.2%-1.3%0.071%
7/30/2025Clune & Associates LTD.254,682$7.60M2.1%+9.3%0.267%
7/29/2025Forvis Mazars Wealth Advisors LLC242,054$7.22M0.2%-10.3%0.254%
7/29/2025Chicago Partners Investment Group LLC32,277$994K0.0%+4.9%0.034%
7/29/2025Disciplined Investments LLC225,769$6.74M2.9%+14.3%0.237%
7/29/2025Aire Advisors LLC441,157$13.16M2.5%-2.2%0.462%
7/28/2025Wealthspan Partners LLC14,248$425K0.2%+3.8%0.015%
7/28/2025Morris Financial Concepts Inc.124,656$3.72M1.5%+9.9%0.131%
7/28/2025IFG Advisors LLC13,699$409K0.1%+5.3%0.014%
7/28/2025Sterling Financial Planning Inc.11,677$348K0.1%-13.2%0.012%
(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, 233 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), Corient Private Wealth LLC ($99.78M), Envestnet Portfolio Solutions Inc. ($87.48M), First Citizens Bank & Trust Co. ($85.23M), Savant Capital LLC ($63.09M), Creative Planning ($62.34M), and Mather Group LLC. ($55.01M).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 223 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 ($1.68M), 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 25,153,439 shares in the last 24 months. This purchase volume represents approximately $661.88M in transactions.

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

Of the 87 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: Mather Group LLC. ($9.57M), Jones Financial Companies Lllp ($4.44M), Jane Street Group LLC ($1.98M), Envestnet Portfolio Solutions Inc. ($971.41K), First Citizens Bank & Trust Co. ($933.83K), Corient Private Wealth LLC ($682.84K), and Advisory Alpha LLC ($212.19K).

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

Institutional investors have sold a total of 20,031,105 shares in the last 24 months. This volume of shares sold represents approximately $562.51M in transactions.



This page (BATS:DFIS) was last updated on 10/16/2025 by MarketBeat.com Staff
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