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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$36.41 -0.19 (-0.52%)
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Institutional Ownership Changes (13F Filings) for Dimensional International Small Cap ETF (BATS:DFIS)

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$585.48M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.3,308,950$115.91M0.5%+0.3%3.469%
9/23/2026 Envestnet Asset Management Inc.1,975,099$69.19M0.0%+7.3%2.070%
9/18/2026 Security National Bank of SO Dak8,798$308K0.1%+24.5%0.009%
9/18/2026 Security National Bank of Sioux City Iowa IA11,421$400K0.2%+62.3%0.012%
9/15/2026 Cherry Tree Wealth Management LLC14,702$515K0.1%+136.2%0.015%
9/9/2026 Tortoise Investment Management LLC40,921$1.43M0.1%+1.5%0.043%
9/9/2026 Sequoia Financial Advisors LLC192,518$6.74M0.0%-9.7%0.202%
9/9/2026 Capital Analysts LLC262,173$9.18M0.2%+8.4%0.275%
9/9/2026 SVB Wealth LLC383,364$13.43M0.8%+5.9%0.402%
9/9/2026 Integrated Wealth Concepts LLC8,977$315K0.0%N/A0.009%
9/9/2026 NewEdge Advisors LLC69,071$2.42M0.0%+42.8%0.072%
9/9/2026 IFP Advisors Inc2,570$90K0.0%N/A0.003%
9/9/2026 XY Planning Network Inc.13,880$486K0.1%N/A0.015%
9/8/2026 Allworth Financial LP275,073$9.64M0.0%-1.3%0.288%
9/8/2026 Waverly Advisors LLC132,545$4.64M0.0%-2.7%0.139%
8/27/2026 Corient Private Wealth LP435,382$15.25M0.0%-84.4%0.456%
8/25/2026 Tobias Financial Advisors Inc.659,583$23.11M2.8%+7.1%0.691%
8/23/2026 Tanager Wealth Management LLP502,319$17.60M1.5%+0.6%0.527%
8/23/2026 Andrews Lucia Wealth Management LLC22,927$803K0.4%+5.2%0.024%
8/22/2026 Noble Wealth Partners LLC41,571$1.46M1.3%N/A0.044%
8/22/2026 Markowski Investments1,319$46K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC15,604$547K0.0%N/A0.016%
8/21/2026 Williams Financial LLC116,135$4.07M2.1%+4.6%0.122%
8/21/2026 InTrack Investment Management Inc45,549$1.60M0.8%+421.4%0.048%
8/21/2026 Secure Asset Management LLC5,861$205K0.0%-19.9%0.006%
7/10/2026 DiNuzzo Private Wealth Inc.47,037$1.65M0.2%-2.0%0.049%
7/9/2026 Everhart Financial Group Inc.16,188$567K0.0%N/A0.017%
7/9/2026 Sax Wealth Advisors LLC14,927$503K0.0%-2.1%0.016%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.757$27K0.0%N/A0.001%
7/8/2026 Factor Wealth Management LTD515,377$18.05M2.7%+25.5%0.540%
7/8/2026 Shearwater Capital LLC12,239$429K0.2%N/A0.013%
7/8/2026 Apella Capital LLC148,026$5.25M0.1%+2.4%0.155%
7/8/2026 Evanson Financial LLC1,430,072$50.10M2.5%N/A1.499%
7/8/2026 Eclectic Associates Inc. ADV603,074$21.13M2.4%+5.6%0.632%
7/7/2026 180 Wealth Advisors LLC11,646$408K0.0%+47.0%0.012%
7/7/2026 Quad Cities Investment Group LLC19,478$682K0.2%+2.7%0.020%
7/7/2026 Dynamic Advisor Solutions LLC144,823$5.07M0.1%-2.1%0.152%
7/7/2026 Avior Wealth Management LLC107,988$3.78M0.1%+3.4%0.113%
7/7/2026 Harbor Investment Advisory LLC178,444$6.25M0.4%+4.0%0.187%
7/7/2026 Trinity Financial Advisors LLC143,084$5.01M1.3%+2.3%0.150%
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7/2/2026 Collective Family Office LLC248,919$8.72M1.8%+3.4%0.261%
7/2/2026 CX Institutional8,910$312K0.0%N/A0.009%
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%
5/5/2026Signet 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%
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4/30/2026Efficient 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%
4/25/2026rebel 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%


DFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 307 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 289 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), Mather Group LLC. ($4.90M), Envestnet Portfolio Solutions Inc. ($4.55M), First Citizens Bank & Trust Co. ($4.41M), Evanson Financial LLC ($1.43M), and Modern Wealth Management LLC ($1.07M).

Institutional investors have bought a total of 40,541,767 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Of the 87 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), Corient Private Wealth LLC ($1.36M), Forum Financial Management LP ($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 17,997,413 shares in the last 24 months. This volume of shares sold represents approximately $585.48M in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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