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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$29.42 +5.41 (+22.53%)
As of 06/12/2025 09:30 AM Eastern
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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)
$698.01M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$199.76M
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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
5/28/2025 Jones Financial Companies Lllp18,411,354$481.38M0.4%+3.9%18.086%
5/21/2025 Geneos Wealth Management Inc.8,067$208K0.0%+1,196.9%0.008%
5/20/2025 Focus Partners Wealth816,414$21.10M0.1%+181.9%0.802%
5/19/2025 Jane Street Group LLC331,836$8.58M0.0%+168.8%0.326%
5/19/2025 Advisory Alpha LLC339,541$8.77M0.3%+49.7%0.334%
5/19/2025 Trinity Financial Advisors LLC116,868$2.98M1.1%+1.1%0.115%
5/16/2025 Jones Financial Companies Lllp18,230,993$476.71M0.4%+2.9%18.104%
5/15/2025 Focus Partners Advisor Solutions LLC141,280$3.65M0.1%+30.0%0.140%
5/15/2025 Royal Bank of Canada71,960$1.86M0.0%+133.7%0.071%
5/15/2025 Betterment LLC93,587$2.42M0.0%-9.7%0.093%
5/15/2025 OLD Mission Capital LLC487,731$12.60M0.2%+67.5%0.484%
5/15/2025 Tortoise Investment Management LLC16,944$438K0.0%+30.0%0.017%
5/14/2025 SVB Wealth LLC243,506$6.29M0.3%N/A0.242%
5/14/2025 Northwestern Mutual Wealth Management Co.4,523$117K0.0%+25.8%0.004%
5/14/2025 Kestra Advisory Services LLC55,474$1.43M0.0%+5.5%0.055%
5/14/2025 Wescott Financial Advisory Group LLC1,361,318$35.18M3.6%+10.3%1.352%
5/14/2025 CW Advisors LLC46,479$1.20M0.0%N/A0.046%
5/14/2025 Capital Analysts LLC61,163$1.58M0.1%+120.4%0.061%
5/13/2025 Forvis Mazars Wealth Advisors LLC269,960$6.98M0.2%-21.1%0.268%
5/13/2025 Ariadne Wealth Management LP100,992$2.80M1.5%+1.2%0.100%
5/13/2025 HighTower Advisors LLC38,262$989K0.0%-13.5%0.038%
5/12/2025 Savvy Advisors Inc.7,993$207K0.0%N/A0.008%
5/12/2025 AlphaCore Capital LLC4,990$129K0.0%N/A0.005%
5/12/2025 Alesco Advisors LLC362,456$9.37M0.3%+10.7%0.360%
5/9/2025 Pinney & Scofield Inc.107,474$2.78M2.0%+21.5%0.107%
5/9/2025 Navigoe LLC112,312$2.90M2.5%-11.5%0.112%
5/9/2025 Ritter Daniher Financial Advisory LLC DE305,344$7.89M2.2%+90.8%0.303%
5/9/2025 McMill Wealth Management144,189$3.73M1.3%+29.8%0.143%
5/9/2025 PNC Financial Services Group Inc.6,685$173K0.0%-8.4%0.007%
5/8/2025 Tillman Hartley LLC341,552$8.83M2.6%+4.6%0.339%
5/8/2025 Natixis Advisors LLC65,768$1.70M0.0%+46.5%0.065%
5/8/2025 Modera Wealth Management LLC22,761$588K0.0%+2.2%0.023%
5/7/2025 LPL Financial LLC136,733$3.53M0.0%-13.1%0.136%
5/7/2025 Motco16,208$419K0.0%+174.5%0.016%
5/6/2025 Maryland Capital Advisors Inc.51,214$1.32M0.6%+3.7%0.051%
5/6/2025 Efficient Advisors LLC1,027,694$26.56M1.6%-1.1%1.021%
5/6/2025 PFG Advisors56,728$1.47M0.1%+7.3%0.056%
5/6/2025 Vista Capital Partners Inc.27,988$723K0.1%-23.1%0.028%
5/5/2025 Arcadia Wealth Management LLC36,681$948K0.5%+1.4%0.036%
5/5/2025 Aire Advisors LLC450,988$11.65M2.5%+6.1%0.448%
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5/5/2025 TAGStone Capital Inc.9,559$247K0.1%+4.7%0.009%
5/5/2025 Kestra Private Wealth Services LLC86,081$2.22M0.0%-11.1%0.085%
5/5/2025 Private Advisor Group LLC91,984$2.38M0.0%+9.5%0.091%
5/2/2025 Forum Financial Management LP1,161,557$30.02M0.5%-0.5%1.153%
5/2/2025 Larson Financial Group LLC437,704$11.31M0.5%-5.8%0.435%
5/1/2025 CWM LLC7,708$199K0.0%-13.9%0.008%
4/30/2025 Joseph Group Capital Management8,550$221K0.1%-4.5%0.008%
4/30/2025 Vestia Personal Wealth Advisors44,407$1.15M0.9%+3.5%0.044%
4/30/2025 Cerity Partners LLC488,856$12.63M0.0%+7.3%0.485%
4/30/2025 Narus Financial Partners LLC41,028$1.06M0.4%-5.0%0.041%
4/30/2025 Allworth Financial LP257,153$6.89M0.0%+8.7%0.255%
4/30/2025 Index Fund Advisors Inc.585,286$15.12M0.9%+2.7%0.581%
4/30/2025 Axxcess Wealth Management LLC17,925$463K0.0%N/A0.018%
4/30/2025 Rehmann Capital Advisory Group11,778$304K0.0%+41.9%0.012%
4/30/2025 Aurelius Family Office LLC82,830$2.14M1.1%-2.8%0.082%
4/30/2025 Crossmark Global Holdings Inc.28,783$740K0.0%N/A0.029%
4/29/2025 Envestnet Asset Management Inc.1,700,898$43.95M0.0%+3.1%1.689%
4/29/2025 Discipline Wealth Solutions LLC293,071$7.57M3.6%+2.2%0.291%
4/29/2025 Jackson Thornton Wealth Management LLC68,443$1.79M0.2%+53.9%0.068%
4/29/2025 Capital Investment Advisory Services LLC7,715$199K0.0%+103.5%0.008%
4/29/2025 Morris Financial Concepts Inc.113,433$2.93M1.2%+12.0%0.113%
4/29/2025 Tilson Financial Group Inc.144,236$3.73M1.5%+4.3%0.143%
4/28/2025 Clune & Associates LTD.233,018$6.02M1.8%+5.8%0.231%
4/28/2025 Equita Financial Network Inc.8,074$209K0.1%N/A0.008%
4/28/2025 Ballentine Capital Advisors Inc493,614$12.76M6.5%+2.3%0.490%
4/28/2025 Vermillion Wealth Management Inc.16,388$423K0.1%+20.5%0.016%
4/28/2025 DAVENPORT & Co LLC175,985$4.55M0.0%+9.3%0.175%
4/25/2025 Mather Group LLC.11,415,836$294.99M3.4%+6.9%11.336%
4/25/2025 Sollinda Capital Management LLC14,269$369K0.1%+37.9%0.014%
4/25/2025 Root Financial Partners LLC608,357$15.72M1.7%+20.4%0.604%
4/24/2025 Shore Point Advisors LLC39,750$1.03M0.5%N/A0.039%
4/24/2025 Tanager Wealth Management LLP318,774$8.24M1.1%+36.2%0.310%
4/23/2025 Allodium Investment Consultants LLC252,082$6.51M4.8%+4.7%0.245%
4/23/2025 Sequoia Financial Advisors LLC134,570$3.48M0.0%-1.9%0.131%
4/23/2025 First Pacific Financial157,417$4.07M0.8%+23.5%0.153%
4/23/2025 Spire Wealth Management110,812$2.86M0.1%+8.3%0.108%
4/23/2025 Timonier Family Office LTD.263,310$6.80M3.0%+28.5%0.256%
4/23/2025 Ruedi Wealth Management Inc.82,498$2.13M0.7%+0.8%0.080%
4/23/2025 PBMares Wealth Management LLC103,251$2.67M0.5%+26.1%0.101%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC31,457$813K0.2%-8.7%0.031%
4/22/2025 Dopkins Wealth Management LLC24,197$625K0.3%+1.8%0.024%
4/22/2025 Acorn Creek Capital LLC173,334$4.48M2.2%+0.4%0.169%
4/22/2025 Cambridge Investment Research Advisors Inc.35,337$913K0.0%+23.5%0.034%
4/22/2025 Integrity Wealth Solutions LLC130,276$3.37M1.8%+4.6%0.127%
4/22/2025 Evanson Asset Management LLC1,132,539$29.27M2.1%-1.3%1.103%
4/21/2025 Martin Worley Group118,166$3.05M1.7%+15.7%0.115%
4/21/2025 Avior Wealth Management LLC68,809$1.78M0.1%+3.5%0.067%
4/21/2025 Provident Wealth Management LLC43,968$1.14M0.4%-11.7%0.043%
4/21/2025 Colony Family Offices LLC29,402$760K0.2%+6.8%0.029%
4/21/2025 Andrews Lucia Wealth Management LLC16,642$409K0.3%+8.9%0.016%
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4/21/2025 Blue Trust Inc.59,695$1.54M0.0%-15.2%0.058%
4/21/2025 CLG LLC42,369$1.10M0.4%+3.0%0.041%
4/21/2025 ERn Financial LLC48,984$1.27M0.2%+3.6%0.048%
4/21/2025 Envestnet Portfolio Solutions Inc.3,903,101$100.86M0.4%N/A3.800%
4/21/2025 Wealthspan Partners LLC13,721$355K0.2%-9.3%0.013%
4/21/2025 TCI Wealth Advisors Inc.1,411,360$36.47M2.9%+9.1%1.374%
4/18/2025 Planning Center Inc.477,149$12.33M1.5%+4.5%0.465%
4/18/2025 Five Oceans Advisors11,306$292K0.1%-13.7%0.011%
4/17/2025 Dynamic Advisor Solutions LLC187,259$4.84M0.2%+1.6%0.182%
4/16/2025 Lam Group Inc.127,370$3.29M2.4%-6.6%0.124%
(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 DFIS's institutional investors.

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

Of the 219 institutional investors that purchased Dimensional International Small Cap ETF 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 38,160,170 shares in the last 24 months. This purchase volume represents approximately $953.86M in transactions.

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

Of the 68 institutional investors that sold Dimensional International Small Cap ETF 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 ($1.94M), Orion Portfolio Solutions LLC ($1.30M), Larson Financial Group LLC ($660.91K), Advisory Alpha LLC ($215.45K), Corient Private Wealth LLC ($195.78K), and Mercer Global Advisors Inc. ADV ($141.50K).

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

Institutional investors have sold a total of 9,826,239 shares in the last 24 months. This volume of shares sold represents approximately $243.74M in transactions.



This page (BATS:DFIS) was last updated on 6/13/2025 by MarketBeat.com Staff
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