Free Trial
→ Buffett's Final Warning: 'The Dollar Is Going to Hell' (From Decentralized Masters) (Ad)tc pixel Free DFIS Stock Alerts

Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$35.74 -0.35 (-0.97%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$35.75 +0.01 (+0.03%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$577.97M
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
10/15/2026Mather Group LLC.1,307,916$47.39M0.4%N/A1.371%
10/15/2026First Pacific Financial255,429$9.25M0.9%+9.2%0.268%
10/14/2026Sherrill & Hutchins Financial Advisory Inc582,466$21.10M10.2%+5.8%0.611%
10/14/2026Allodium Investment Consultants LLC331,116$12.00M4.9%+7.2%0.347%
10/14/2026Sachem Hill LLC125,887$4.56M0.8%+2.3%0.132%
10/14/2026Navigate Wealth Management LLC11,474$413K0.2%+19.3%0.012%
10/14/2026Guardian Wealth Management LLC350,972$12.72M3.6%-1.7%0.368%
10/14/2026Shore Point Advisors LLC652,119$23.63M6.1%+4.8%0.684%
10/13/2026Forvis Mazars Wealth Advisors LLC348,802$12.64M0.2%N/A0.366%
10/13/2026Level Financial Advisors305,649$11.07M2.5%+6.7%0.320%
10/13/2026Sax Wealth Advisors LLC12,265$444K0.0%-17.8%0.013%
10/13/2026Avior Wealth Management LLC109,569$3.97M0.1%N/A0.115%
10/9/2026Eclectic Associates Inc. ADV625,531$22.66M2.5%N/A0.656%
10/8/2026Factor Wealth Management LTD533,072$19.31M3.0%+3.4%0.559%
10/8/2026Farther Finance Advisors LLC62,762$2.27M0.0%+21.7%0.066%
10/8/2026Apella Capital LLC307,644$11.02M0.1%+107.8%0.322%
10/8/2026Everhart Financial Group Inc.20,012$725K0.0%+23.6%0.021%
10/5/2026Baker Tilly Wealth Management LLC8,538$309K0.1%+5.7%0.009%
10/5/2026Collective Family Office LLC253,912$9.20M1.9%+2.0%0.266%
10/2/2026 CX Institutional9,280$336K0.0%+4.2%0.010%
9/23/2026Envestnet Portfolio Solutions Inc.3,308,950$115.91M0.5%+0.3%3.469%
9/23/2026Envestnet Asset Management Inc.1,975,099$69.19M0.0%+7.3%2.070%
9/18/2026Security National Bank of SO Dak8,798$308K0.1%+24.5%0.009%
9/18/2026Security National Bank of Sioux City Iowa IA11,421$400K0.2%+62.3%0.012%
9/15/2026Cherry Tree Wealth Management LLC14,702$515K0.1%+136.2%0.015%
9/9/2026Tortoise Investment Management LLC40,921$1.43M0.1%+1.5%0.043%
9/9/2026Sequoia Financial Advisors LLC192,518$6.74M0.0%-9.7%0.202%
9/9/2026Capital Analysts LLC262,173$9.18M0.2%+8.4%0.275%
9/9/2026SVB Wealth LLC383,364$13.43M0.8%+5.9%0.402%
9/9/2026Integrated Wealth Concepts LLC8,977$315K0.0%N/A0.009%
9/9/2026NewEdge Advisors LLC69,071$2.42M0.0%+42.8%0.072%
9/9/2026IFP Advisors Inc2,570$90K0.0%N/A0.003%
9/9/2026XY Planning Network Inc.13,880$486K0.1%N/A0.015%
9/8/2026Allworth Financial LP275,073$9.64M0.0%-1.3%0.288%
9/8/2026Waverly Advisors LLC132,545$4.64M0.0%-2.7%0.139%
8/27/2026Corient Private Wealth LP435,382$15.25M0.0%-84.4%0.456%
8/25/2026Tobias Financial Advisors Inc.659,583$23.11M2.8%+7.1%0.691%
8/23/2026Tanager Wealth Management LLP502,319$17.60M1.5%+0.6%0.527%
8/23/2026Andrews Lucia Wealth Management LLC22,927$803K0.4%+5.2%0.024%
8/22/2026Noble Wealth Partners LLC41,571$1.46M1.3%N/A0.044%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
8/22/2026Markowski Investments1,319$46K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC15,604$547K0.0%N/A0.016%
8/21/2026Williams Financial LLC116,135$4.07M2.1%+4.6%0.122%
8/21/2026InTrack Investment Management Inc45,549$1.60M0.8%+421.4%0.048%
8/21/2026Secure Asset Management LLC5,861$205K0.0%-19.9%0.006%
7/10/2026DiNuzzo Private Wealth Inc.47,037$1.65M0.2%-2.0%0.049%
7/9/2026Everhart Financial Group Inc.16,188$567K0.0%N/A0.017%
7/9/2026Sax Wealth Advisors LLC14,927$503K0.0%-2.1%0.016%
7/8/2026Thurston Springer Miller Herd & Titak Inc.757$27K0.0%N/A0.001%
7/8/2026Factor Wealth Management LTD515,377$18.05M2.7%+25.5%0.540%
7/8/2026Shearwater Capital LLC12,239$429K0.2%N/A0.013%
7/8/2026Apella Capital LLC148,026$5.25M0.1%+2.4%0.155%
7/8/2026Evanson Financial LLC1,430,072$50.10M2.5%N/A1.499%
7/8/2026Eclectic Associates Inc. ADV603,074$21.13M2.4%+5.6%0.632%
7/7/2026180 Wealth Advisors LLC11,646$408K0.0%+47.0%0.012%
7/7/2026Quad Cities Investment Group LLC19,478$682K0.2%+2.7%0.020%
7/7/2026Dynamic Advisor Solutions LLC144,823$5.07M0.1%-2.1%0.152%
7/7/2026Avior Wealth Management LLC107,988$3.78M0.1%+3.4%0.113%
7/7/2026Harbor Investment Advisory LLC178,444$6.25M0.4%+4.0%0.187%
7/7/2026Trinity Financial Advisors LLC143,084$5.01M1.3%+2.3%0.150%
7/2/2026Collective Family Office LLC248,919$8.72M1.8%+3.4%0.261%
7/2/2026 CX Institutional8,910$312K0.0%N/A0.009%
6/10/2026FAS Wealth Partners Inc.1,041$35K0.0%+530.9%0.001%
6/9/2026Robinswood Financial LLC277,791$9.35M11.8%N/A0.291%
6/3/2026NewEdge Advisors LLC48,355$1.63M0.0%+9.9%0.051%
5/28/2026Maripau Wealth Management LLC8,780$296K0.1%+9.2%0.009%
5/19/2026NewEdge Advisors LLC47,960$1.62M0.0%+9.0%0.050%
5/19/2026Ariadne Wealth Management LP91,020$3.07M1.4%+0.5%0.095%
5/19/2026Bank of America Corp DE893,112$30.07M0.0%+44.9%0.936%
5/19/2026Arkadios Wealth Advisors24,561$827K0.0%N/A0.026%
5/18/2026EverSource Wealth Advisors LLC2,257$76K0.0%+33.4%0.002%
5/18/2026Royal Bank of Canada98,423$3.31M0.0%+12.5%0.103%
5/15/2026Cardiff Park Advisors LLC20,271$683K0.1%-2.7%0.021%
5/15/2026Waverly Advisors LLC136,163$4.59M0.0%+8.3%0.143%
5/15/2026Broadhurst Jeffrey B94,961$3.20M3.3%N/A0.100%
5/14/2026Compound Planning Inc.37,223$1.25M0.0%+160.6%0.039%
5/14/2026CLG LLC53,351$1.80M0.4%+4.3%0.056%
5/14/2026Modern Wealth Management LLC1,262,736$43.12M0.7%+9.2%1.324%
5/14/2026Sei Investments Co.53,442$1.80M0.0%+15.2%0.056%
5/13/2026Cetera Investment Advisers10,511$354K0.0%+13.8%0.011%
5/13/2026Sachem Hill LLC118,479$3.99M0.8%-2.6%0.124%
5/13/2026First Citizens Bank & Trust Co.3,207,835$108.01M1.9%-7.7%3.363%
5/13/2026Alesco Advisors LLC An ESL Co545,256$18.36M0.5%+1.4%0.572%
5/7/2026Hanover Advisors Inc.7,955$268K0.1%+7.1%0.008%
5/6/2026Sterling Financial Planning Inc.10,788$363K0.1%-6.9%0.011%
5/6/2026Aire Advisors LLC457,264$15.40M2.8%+0.8%0.479%
5/6/2026Modera Wealth Management LLC20,948$705K0.0%-6.5%0.022%
5/6/2026Assetmark Inc.4,044$136K0.0%+874.5%0.004%
5/6/2026Prospect Financial Group LLC60,765$2.05M1.9%-2.4%0.064%
5/6/2026Angeles Wealth Management LLC1,586$53K0.0%+219.1%0.002%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
5/5/2026Bank of New York Mellon Corp6,257$211K0.0%N/A0.007%
5/5/2026Geneos Wealth Management Inc.6,163$208K0.0%-24.5%0.006%
5/5/2026Signet Financial Management LLC8,674$292K0.0%-9.4%0.009%
5/5/2026Sanctuary Advisors LLC87,628$2.95M0.0%+22.8%0.092%
5/5/2026MB Generational Wealth LLC24,744$833K0.5%-1.3%0.026%
5/4/2026Integrity Wealth Solutions LLC144,003$4.85M1.9%-2.6%0.151%
5/4/2026Ruedi Wealth Management Inc.71,451$2.41M0.6%+7.0%0.075%
5/2/2026Navigate Wealth Management LLC9,550$340K0.2%N/A0.010%
5/2/2026Navigoe LLC76,690$2.58M1.5%-2.8%0.080%
5/2/2026Strategic Wealth Advisors LLC84,155$2.83M2.3%-2.5%0.088%


DFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 309 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. ($115.91M), First Citizens Bank & Trust Co. ($108.01M), Corient Private Wealth LLC ($85.69M), Creative Planning ($74.71M), and Envestnet Asset Management Inc. ($69.19M).Learn more on Dimensional International Small Cap ETF's institutional investors.

Of the 291 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 ($9.63M), Envestnet Portfolio Solutions Inc. ($4.55M), First Citizens Bank & Trust Co. ($4.41M), Mather Group LLC. ($2.57M), Evanson Financial LLC ($1.43M), and Eclectic Associates Inc. ADV ($1.11M).

Institutional investors have bought a total of 42,920,412 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 86 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: Perritt Capital Management Inc ($9.23M), Corient Private Wealth LP ($2.36M), Forum Financial Management LP ($1.11M), Corient Private Wealth LLC ($1.11M), Total Wealth Planning LLC ($1.07M), Savant Capital LLC ($900.32K), and Efficient Advisors LLC ($556.77K).

Institutional investors have sold a total of 17,744,061 shares in the last 24 months. This volume of shares sold represents approximately $577.97M in transactions.


Related Companies

Institutional ownership data for BATS:DFIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel