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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$36.22 +0.21 (+0.58%)
As of 06/12/2026 04:10 PM 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)
226
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$873.96M
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Skip Chart & View Institutional Buying and Selling Data

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
6/10/2026 FAS Wealth Partners Inc.1,041$35K0.0%+530.9%0.001%
6/9/2026 Robinswood Financial LLC277,791$9.35M11.8%N/A0.291%
6/3/2026 NewEdge Advisors LLC48,355$1.63M0.0%+9.9%0.051%
5/28/2026 Maripau Wealth Management LLC8,780$296K0.1%+9.2%0.009%
5/19/2026 NewEdge Advisors LLC47,960$1.62M0.0%+9.0%0.050%
5/19/2026 Ariadne Wealth Management LP91,020$3.07M1.4%+0.5%0.095%
5/19/2026 Bank of America Corp DE893,112$30.07M0.0%+44.9%0.936%
5/19/2026 Arkadios Wealth Advisors24,561$827K0.0%N/A0.026%
5/18/2026 EverSource Wealth Advisors LLC2,257$76K0.0%+33.4%0.002%
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%
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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%
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%
The number nobody's bragging about (Ad)

SPCX - the largest IPO in history - was predicted to open at $175. It opened at $150. Insiders bought in at a $20 billion valuation; IPO buyers paid $1.77 trillion. The math for 1,000% gains simply isn't there. But one small publicly traded company - with a $1.5 billion backlog - builds the power infrastructure Musk's Colossus can't run without, and Wall Street hasn't priced it in yet. The last time a stock like this got discovered, it was Vertiv, which ran 1,700%. Dylan Jovine is giving away the ticker name, free.tc pixel

Skip the hype and get the ticker with upside remaining
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%
2/18/2026 NewEdge 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%
2/18/2026 Maia Wealth LLC5,592$203K0.0%N/A0.006%


DFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 298 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 280 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 42,599,377 shares in the last 24 months. This purchase volume represents approximately $1.36B 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.


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This page (BATS:DFIS) was last updated on 6/14/2026 by MarketBeat.com Staff.
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