Free Trial
→ Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th... (From Banyan Hill Publishing) (Ad)tc pixel Free DFIS Stock Alerts

Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$36.10 +0.22 (+0.61%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
221
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$873.96M
Get DFIS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional International Small Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFIS Institutional Buying and Selling by Quarter

Dimensional International Small Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Royal Bank of Canada98,423$3.31M0.0%+12.5%0.103%
5/15/2026 Cardiff Park Advisors LLC20,271$683K0.1%-2.7%0.021%
5/15/2026 Waverly Advisors LLC136,163$4.59M0.0%+8.3%0.143%
5/15/2026 Broadhurst Jeffrey B94,961$3.20M3.3%N/A0.100%
5/14/2026 Compound Planning Inc.37,223$1.25M0.0%+160.6%0.039%
5/14/2026 CLG LLC53,351$1.80M0.4%+4.3%0.056%
5/14/2026 Modern Wealth Management LLC1,262,736$43.12M0.7%+9.2%1.324%
5/14/2026 Sei Investments Co.53,442$1.80M0.0%+15.2%0.056%
5/13/2026 Cetera Investment Advisers10,511$354K0.0%+13.8%0.011%
5/13/2026 Sachem Hill LLC118,479$3.99M0.8%-2.6%0.124%
5/13/2026 First Citizens Bank & Trust Co.3,207,835$108.01M1.9%-7.7%3.363%
5/13/2026 Alesco Advisors LLC An ESL Co545,256$18.36M0.5%+1.4%0.572%
5/7/2026 Hanover Advisors Inc.7,955$268K0.1%+7.1%0.008%
5/6/2026 Sterling Financial Planning Inc.10,788$363K0.1%-6.9%0.011%
5/6/2026 Aire Advisors LLC457,264$15.40M2.8%+0.8%0.479%
5/6/2026 Modera Wealth Management LLC20,948$705K0.0%-6.5%0.022%
5/6/2026 Assetmark Inc.4,044$136K0.0%+874.5%0.004%
5/6/2026 Prospect Financial Group LLC60,765$2.05M1.9%-2.4%0.064%
5/6/2026 Angeles Wealth Management LLC1,586$53K0.0%+219.1%0.002%
5/5/2026 Bank of New York Mellon Corp6,257$211K0.0%N/A0.007%
5/5/2026 Geneos Wealth Management Inc.6,163$208K0.0%-24.5%0.006%
5/5/2026 Signet Financial Management LLC8,674$292K0.0%-9.4%0.009%
5/5/2026 Sanctuary Advisors LLC87,628$2.95M0.0%+22.8%0.092%
5/5/2026 MB Generational Wealth LLC24,744$833K0.5%-1.3%0.026%
5/4/2026 Integrity Wealth Solutions LLC144,003$4.85M1.9%-2.6%0.151%
5/4/2026 Ruedi Wealth Management Inc.71,451$2.41M0.6%+7.0%0.075%
5/2/2026 Navigate Wealth Management LLC9,550$340K0.2%N/A0.010%
5/2/2026 Navigoe LLC76,690$2.58M1.5%-2.8%0.080%
5/2/2026 Strategic Wealth Advisors LLC84,155$2.83M2.3%-2.5%0.088%
5/2/2026 Diversify Wealth Management LLC9,194$321K0.0%N/A0.010%
5/1/2026 180 Wealth Advisors LLC7,920$267K0.0%N/A0.008%
5/1/2026 Fifth Third Bancorp13,827$466K0.0%+1,536.3%0.014%
5/1/2026 EQ Wealth Advisors LLC14,516$489K0.3%+91.9%0.015%
5/1/2026 Sequoia Financial Advisors LLC213,112$7.18M0.0%-9.9%0.223%
4/30/2026 Waterfront Wealth Inc.91,715$3.09M0.6%+9.2%0.096%
4/30/2026 Kestra Advisory Services LLC58,237$1.96M0.0%+4.4%0.061%
4/30/2026 Austin Asset Management Co Inc71,150$2.40M0.4%-0.6%0.075%
4/30/2026 IAG Wealth Partners LLC101,229$3.41M0.4%+5.6%0.106%
4/30/2026 Frankly Finances LLC49,312$1.66M1.5%-1.3%0.052%
4/30/2026 Efficient Advisors LLC447,277$15.06M1.1%-46.8%0.469%
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
4/29/2026 Jackson Thornton Wealth Management LLC70,344$2.50M0.2%+8.7%0.074%
4/28/2026 Planning Center Inc.411,631$13.86M1.4%-4.8%0.431%
4/27/2026 TCI Wealth Advisors Inc.1,426,400$48.03M2.6%-1.0%1.495%
4/27/2026 Arcadia Wealth Management LLC36,145$1.22M0.4%-5.0%0.038%
4/27/2026 BIP Wealth LLC30,265$1.02M0.0%+45.9%0.032%
4/27/2026 Private Advisor Group LLC129,015$4.34M0.0%+5.9%0.135%
4/25/2026 rebel Financial LLC15,018$506K0.2%-10.4%0.016%
4/24/2026 Root Financial Partners LLC1,118,643$37.67M1.7%+7.9%1.173%
4/24/2026 Squire Investment Management Company LLC12,507$421K0.1%-32.7%0.013%
4/24/2026 Williams Financial LLC110,976$3.74M2.2%-1.2%0.116%
4/24/2026 Equita Financial Network Inc.12,493$421K0.1%+5.3%0.013%
4/24/2026 Harbor Investment Advisory LLC171,652$5.78M0.5%+8.7%0.180%
4/23/2026 Forum Financial Management LP43,878$1.48M0.0%-96.2%0.046%
4/23/2026 Guardian Wealth Management LLC356,695$12.15M3.7%-2.8%0.374%
4/22/2026 Lam Group Inc.114,235$3.85M2.1%-3.8%0.120%
4/22/2026 Janney Montgomery Scott LLC666,177$22.43M0.1%+3.2%0.698%
4/22/2026 Narus Financial Partners LLC40,002$1.35M0.4%-1.2%0.042%
4/20/2026 Kestra Private Wealth Services LLC54,751$1.84M0.0%-3.3%0.057%
4/20/2026 Tanager Wealth Management LLP499,562$16.82M1.6%+1.9%0.524%
4/20/2026 Factor Wealth Management LTD410,737$13.83M2.6%+51.1%0.431%
4/20/2026 Dopkins Wealth Management LLC19,894$670K0.3%-11.8%0.021%
4/20/2026 Strategent Financial LLC8,176$275K0.2%+3.8%0.009%
4/20/2026 Blue Trust Inc.80,417$2.71M0.0%+11.0%0.084%
4/20/2026 Apella Capital LLC144,506$5.26M0.1%N/A0.151%
4/20/2026 Tranquility Partners LLC16,297$553K0.2%+3.2%0.017%
4/18/2026 Berman McAleer LLC23,554$793K0.1%+23.1%0.025%
4/18/2026 Vermillion Wealth Management Inc.41,110$1.38M0.5%+54.9%0.043%
4/17/2026 Provident Wealth Management LLC60,077$2.02M0.6%+10.6%0.063%
4/17/2026 Discipline Wealth Solutions LLC961,790$32.38M3.4%+62.6%1.008%
4/17/2026 Ballentine Capital Advisors Inc493,037$16.60M6.9%-0.4%0.517%
4/17/2026 SVB Wealth LLC361,836$12.18M0.8%+4.2%0.379%
4/17/2026 First Citizens Asset Management Inc.99,105$3.34M1.2%+2.8%0.104%
4/16/2026 JDH Wealth Management LLC39,028$1.31M0.9%+2.4%0.041%
3/12/2026Nalls Sherbakoff Group LLC6,486$214K0.2%N/A0.007%
3/9/2026 Corient Private Wealth LLC2,601,517$85.69M0.1%-17.6%2.727%
2/23/2026 McMill Wealth Management150,782$4.97M1.4%+3.9%0.158%
2/20/2026SB Capital Management Inc217,142$7.15M2.6%N/A0.228%
2/19/2026 Professional Financial Solutions LLC ADV17,739$584K0.5%N/A0.019%
2/19/2026 Compound Planning Inc.14,283$470K0.0%+58.3%0.015%
2/19/2026 Axxcess Wealth Management LLC37,590$1.24M0.0%+23.2%0.039%
2/19/2026 Corient Private Wealth LLC2,601,127$85.68M0.0%-17.6%2.727%
2/18/2026 Mercer Global Advisors Inc. ADV99,966$3.29M0.0%-1.4%0.105%
2/18/2026 Beacon Pointe Advisors LLC290,129$9.56M0.1%+2.6%0.304%
2/18/2026 First Citizens Bank & Trust Co.3,477,147$114.54M2.0%+1.4%3.645%
2/18/2026 EP Wealth Advisors LLC11,617$383K0.0%N/A0.012%
2/18/2026NewEdge Advisors LLC44,008$1.45M0.0%+67.1%0.046%
2/18/2026 Vance Wealth LLC60,036$1.98M0.6%+4.1%0.063%
2/18/2026 Sterling Wealth Management Inc.98,481$3.24M0.9%+6.1%0.103%
2/18/2026 OLD Mission Capital LLC164,699$5.43M0.1%-31.7%0.173%
2/18/2026 Opus Financial Solutions LLC10,680$352K0.3%N/A0.011%
Elon to DESTROY Verizon, AT&T, and T-Mobile? (Ad)

Elon Musk disrupted online payments with PayPal, then reshaped the automotive industry with Tesla - growing it larger than legacy carmakers combined. Now he may be targeting another major industry. A free video breaks down what he's planning and includes a free ticker symbol to help investors position ahead of the move.tc pixel

Watch the free video now and get your free ticker symbol today
2/18/2026 Maia Wealth LLC5,592$203K0.0%N/A0.006%
2/18/2026 Evolve Private Wealth LLC64,450$2.12M0.1%N/A0.068%
2/18/2026 Ballast Financial Advisors LLC52,072$1.72M1.8%N/A0.055%
2/17/2026 Abel Hall LLC11,463$378K0.1%-3.0%0.012%
2/17/2026 Cetera Investment Advisers9,237$304K0.0%-6.2%0.010%
2/17/2026 Cardiff Park Advisors LLC20,836$686K0.1%-2.7%0.022%
2/17/2026 Equitable Holdings Inc.176,139$5.80M0.0%+1,518.9%0.185%
2/17/2026 AWM Capital LLC11,713$386K0.0%-16.2%0.012%
2/17/2026 Osaic Holdings Inc.164,240$5.41M0.0%+25.3%0.172%
2/17/2026 Advisory Services Network LLC8,540$281K0.0%+70.9%0.009%


DFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 294 institutional investors and hedge funds held shares of Dimensional International Small Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($1.07B), Natixis Advisors LLC ($318.51M), Envestnet Portfolio Solutions Inc. ($117.65M), First Citizens Bank & Trust Co. ($108.01M), Corient Private Wealth LLC ($85.69M), Creative Planning ($74.71M), and Park Avenue Securities LLC ($55.59M).Learn more on Dimensional International Small Cap ETF's institutional investors.

Of the 276 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: Jones Financial Companies Lllp ($16.64M), Natixis Advisors LLC ($9.64M), Mather Group LLC. ($5.22M), Envestnet Portfolio Solutions Inc. ($4.54M), First Citizens Bank & Trust Co. ($4.41M), Modern Wealth Management LLC ($1.07M), and Wescott Financial Advisory Group LLC ($1.05M).

Institutional investors have bought a total of 43,561,110 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Of the 112 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. ($9.85M), Perritt Capital Management Inc ($9.23M), Corient Private Wealth LLC ($1.60M), First Citizens Bank & Trust Co. ($1.20M), Forum Financial Management LP ($1.12M), Total Wealth Planning LLC ($1.07M), and Envestnet Portfolio Solutions Inc. ($971.41K).

Institutional investors have sold a total of 28,118,160 shares in the last 24 months. This volume of shares sold represents approximately $873.96M in transactions.


Related Companies

This page (BATS:DFIS) was last updated on 5/18/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Elon to DESTROY Verizon, AT&T, and T-Mobile?
Elon Musk disrupted online payments with PayPal, then reshaped the automotive industry with Tesla - growing it...
Tim Sykes | Sponsoredtc pixel
A potential unicorn—still pre-IPO
Mode Mobile - the company turning smartphones into EarnPhones - has posted $115M+ in revenue, 3-year growth of...
Mode Mobile | Sponsoredtc pixel
Your book attached
Veteran trader Bill Poulos is giving away his 'Simple Options Trading For Beginners' book - normally $29.97 - ...
Profits Run | Sponsoredtc pixel
If You Have $50k+ on Coinbase, This Will Ruin Your Day
I spent two years reverse-engineering BlackRock's exact playbook. The same framework that generates them $16.1...
Decentralized Masters | Sponsoredtc pixel