Dimensional International Small Cap ETF (DFIS) Institutional Ownership

$24.48
+0.19 (+0.78%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$259.26M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$34.10M
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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
4/25/2024Capital Investment Advisory Services LLC3,858$97K0.0%+3,088.4%0.006%
4/25/2024Tilson Financial Group Inc.111,032$2.78M1.5%+46.3%0.176%
4/25/2024 IAG Wealth Partners LLC67,107$1.68M0.4%+12.3%0.106%
4/24/2024 Acorn Creek Capital LLC152,368$3.82M2.4%+5.6%0.241%
4/24/2024 Spire Wealth Management98,542$2.47M0.1%+0.8%0.156%
4/24/2024 First Pacific Financial54,672$1.37M0.4%+354.1%0.087%
4/22/2024 Corrigan Financial Inc.370,194$9.28M2.4%+37.7%0.586%
4/22/2024 Provident Wealth Management LLC56,997$1.43M0.5%+4.6%0.090%
4/19/2024 FORVIS Wealth Advisors LLC390,997$9.80M0.2%+2.0%0.619%
4/19/2024 Level Financial Advisors65,753$1.65M0.7%+134.9%0.104%
4/18/2024 Total Wealth Planning LLC823,172$20.63M3.5%+5.1%1.302%
4/18/2024 Integrity Wealth Solutions LLC88,535$2.22M1.4%+12.7%0.140%
4/18/2024 Morris Financial Concepts Inc.57,410$1.44M0.7%+84.1%0.189%
4/16/2024 ERn Financial LLC51,326$1.29M0.2%+5.6%0.169%
4/15/2024 Signet Financial Management LLC30,659$768K0.1%-2.6%0.101%
4/15/2024 McNamara Financial Services Inc.53,649$1.34M0.3%+12.9%0.176%
4/15/2024 Disciplined Investments LLC126,581$3.17M1.7%+10.2%0.416%
4/15/2024 Schoolcraft Capital LLC91,862$2.30M0.5%+20.7%0.302%
4/13/2024 Evanson Asset Management LLC916,541$22.97M1.8%+9.7%3.015%
4/12/2024 Dynamic Advisor Solutions LLC130,634$3.27M0.1%+10.2%0.430%
4/12/2024 AdvisorNet Financial Inc58,196$1.46M0.1%-46.3%0.191%
4/12/2024 Abacus Planning Group Inc.153,439$3.85M0.8%+7.6%0.505%
4/11/2024 Maryland Capital Advisors Inc.33,896$849K0.5%+7.9%0.112%
4/11/2024 Capital CS Group LLC12,367$310K0.3%N/A0.041%
4/10/2024 Marcum Wealth LLC107,993$2.71M0.3%+12.7%0.355%
4/10/2024 Park Avenue Securities LLC1,039,095$26.04M0.3%+15.0%3.418%
4/9/2024 Collective Family Office LLC150,456$3.77M1.2%-5.2%0.495%
4/9/2024 Mather Group LLC.6,198,921$149.83M2.3%-0.4%20.391%
4/5/2024 Lam Group Inc.101,935$2.55M2.1%+20.6%0.335%
3/1/2024ARK & TLK Investments LLC10,844$262K0.1%N/A0.036%
2/29/2024Tortoise Investment Management LLC4,797$116K0.0%+15.8%0.016%
2/28/2024Abel Hall LLC11,873$287K0.2%N/A0.039%
2/27/2024Beaird Harris Wealth Management LLC1,090$26K0.0%-68.8%0.004%
2/15/2024Perritt Capital Management Inc.296,701$7.17M4.0%+1.9%0.976%
2/14/2024Syverson Strege & Co40,440$977K0.4%N/A0.133%
2/14/2024Elevate Wealth Advisory Inc.5,429$131K0.1%N/A0.018%
2/14/2024Wescott Financial Advisory Group LLC281,676$6.81M1.0%-2.7%0.927%
2/13/2024Trademark Financial Management LLC36,573$884K0.6%N/A0.120%
2/13/2024Jones Financial Companies Lllp932,447$22.54M0.0%+840.7%3.067%
2/12/2024Steward Partners Investment Advisory LLC10,265$248K0.0%-23.2%0.034%
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2/9/2024Orion Portfolio Solutions LLC207,270$4.95M0.1%-70.7%0.682%
2/9/2024Tillman Hartley LLC294,381$7.12M2.6%+1.1%0.968%
2/9/2024EverSource Wealth Advisors LLC16,779$406K0.0%+297.9%0.055%
2/9/2024Corient Private Wealth LLC3,973,762$96.05M0.2%+2.6%13.072%
2/9/2024Andrews Lucia Wealth Management LLC15,781$381K0.3%+2.8%0.052%
2/9/2024Discipline Wealth Solutions LLC163,044$3.86M3.9%N/A0.536%
2/8/2024Tortoise Investment Management LLC4,797$113K0.0%+15.8%0.016%
2/8/2024 Integrity Wealth Solutions LLC78,527$1.90M1.3%N/A0.258%
2/8/2024Beacon Pointe Advisors LLC232,345$5.62M0.1%-0.5%0.764%
2/8/2024Efficient Advisors LLC901,459$21.79M1.5%+2.8%2.965%
2/8/2024MB Generational Wealth LLC25,309$612K0.6%N/A0.083%
2/7/2024Forum Financial Management LP757,106$18.30M0.3%N/A2.490%
2/7/2024Watershed Private Wealth LLC10,907$264K0.1%N/A0.036%
2/7/2024Principal Securities Inc.14,047$340K0.0%N/A0.046%
2/6/2024Cherry Tree Wealth Management LLC7,342$177K0.0%+6.9%0.024%
2/6/2024Private Advisor Group LLC44,365$1.07M0.0%+132.7%0.146%
2/6/2024 Spire Wealth Management97,737$2.28M0.1%+6.3%0.322%
2/6/2024TCI Wealth Advisors Inc.690,672$16.69M1.8%+13.4%2.272%
2/6/2024DiNuzzo Private Wealth Inc.50,760$1.23M0.2%N/A0.167%
2/5/2024Savant Capital LLC1,612,502$38.97M0.5%+47.1%5.304%
2/5/2024Kestra Private Wealth Services LLC64,545$1.56M0.0%+91.2%0.212%
2/5/2024 Mather Group LLC.6,226,202$150.49M2.4%+1.6%20.481%
2/5/2024 Total Wealth Planning LLC783,192$18.93M3.4%+14.1%2.576%
2/2/2024Addison Advisors LLC82,695$2.00M0.8%+58.0%0.272%
2/2/2024 IAG Wealth Partners LLC59,763$1.44M0.3%+181.7%0.197%
2/2/2024Alesco Advisors LLC145,543$3.52M0.1%+34.7%0.479%
2/1/2024Larson Financial Group LLC1,098,618$26.55M2.3%+7.4%3.614%
2/1/2024 CWM LLC1,243$30K0.0%N/A0.004%
1/31/2024Tranquility Partners LLC12,780$309K0.1%+6.7%0.042%
1/30/2024Avior Wealth Management LLC35,556$859K0.1%+20.9%0.117%
1/30/2024 Lam Group Inc.84,525$2.04M1.9%-11.4%0.278%
1/30/2024 Root Financial Partners LLC150,234$3.63M1.4%+46.6%0.494%
1/29/2024Aire Advisors LLC405,910$9.82M2.4%-14.2%1.335%
1/29/2024 Schoolcraft Capital LLC76,108$1.84M0.5%-17.5%0.250%
1/29/2024 Morris Financial Concepts Inc.31,189$754K0.4%+49.4%0.103%
1/29/2024Tilson Financial Group Inc.75,869$1.83M1.2%+141.5%0.250%
1/29/2024 McNamara Financial Services Inc.47,531$1.15M0.3%+3.9%0.156%
1/29/2024Wealthspan Partners LLC27,279$659K0.5%+11.1%0.090%
1/26/2024Cerity Partners LLC334,921$8.10M0.0%+5.3%1.102%
1/26/2024Dopkins Wealth Management LLC13,147$318K0.2%N/A0.043%
1/26/2024Sequoia Financial Advisors LLC111,541$2.70M0.0%+17.8%0.367%
1/26/2024PBMares Wealth Management LLC32,175$778K0.2%+211.6%0.106%
1/25/2024Ruedi Wealth Management Inc.39,278$949K0.4%+21.1%0.129%
1/25/2024 Phillips Financial Management LLC14,086$340K0.0%+214.7%0.046%
1/24/2024 Provident Wealth Management LLC54,513$1.32M0.6%-2.5%0.179%
1/24/2024 Tempus Wealth Planning LLC40,306$974K0.4%N/A0.133%
1/23/2024Advisory Alpha LLC67,859$1.64M0.1%-4.6%0.223%
1/23/2024 Corrigan Financial Inc.268,779$6.50M2.0%+25.4%0.884%
1/23/2024DAVENPORT & Co LLC82,589$2.00M0.0%+32.0%0.272%
1/23/2024 Planning Center Inc.413,961$10.01M2.3%+3.0%1.362%
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1/23/2024 Level Financial Advisors Inc.27,990$677K0.3%+94.7%0.092%
1/22/2024 Five Oceans Advisors13,212$319K0.2%-33.1%0.043%
1/22/2024Glass Jacobson Investment Advisors llc64,075$1.55M0.6%+19.5%0.211%
1/19/2024 AdvisorNet Financial Inc108,470$2.62M0.2%-7.2%0.357%
1/19/2024PFG Advisors39,749$961K0.1%+16.7%0.131%
1/19/2024Quent Capital LLC2,799$68K0.0%+262.6%0.009%
1/19/2024 Abacus Planning Group Inc.142,560$3.45M0.7%+16.3%0.469%
1/19/2024 ERn Financial LLC48,585$1.13M0.2%+11.1%0.160%
1/18/2024Blue Trust Inc.33,989$822K0.0%+32.3%0.112%
1/18/2024 Elwood & Goetz Wealth Advisory Group LLC21,602$522K0.1%+6.8%0.071%
(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, 135 institutional investors and hedge funds held shares of Dimensional International Small Cap ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($990M), Mather Group LLC. ($149.83M), Corient Private Wealth LLC ($96.05M), Balasa Dinverno & Foltz LLC ($48.13M), Savant Capital LLC ($38.97M), Envestnet Asset Management Inc. ($28.77M), and Larson Financial Group LLC ($26.55M).Learn more on DFIS's institutional investors.

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

Of the 133 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. ($6.18M), Balasa Dinverno & Foltz LLC ($2.60M), Savant Capital LLC ($1.39M), Envestnet Asset Management Inc. ($1.31M), Larson Financial Group LLC ($1.10M), Bank of Montreal Can ($1.09M), and Park Avenue Securities LLC ($953.21K).

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

Institutional investors have bought a total of 29,586,557 shares in the last 24 months. This purchase volume represents approximately $647.55M in transactions.

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

Of the 30 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: Orion Portfolio Solutions LLC ($1.20M), Flow Traders U.S. LLC ($143.18K), AdvisorNet Financial Inc ($71.73K), Cardiff Park Advisors LLC ($71.60K), Aire Advisors LLC ($66.94K), Mather Group LLC. ($27.28K), and Merriman Wealth Management LLC ($24.72K).

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

Institutional investors have sold a total of 1,710,895 shares in the last 24 months. This volume of shares sold represents approximately $39.06M in transactions.


This page (BATS:DFIS) was last updated on 4/26/2024 by MarketBeat.com Staff

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