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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$35.40 +0.28 (+0.80%)
As of 07/24/2026 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)
227
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$557.71M
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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
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%
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%
6/10/2026FAS Wealth Partners Inc.1,041$35K0.0%+530.9%0.001%
6/9/2026 Robinswood Financial LLC277,791$9.35M11.8%N/A0.291%
6/3/2026NewEdge 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%
5/14/2026 CLG 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%
5/13/2026 First 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%
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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%
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%
5/2/2026 Navigate 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%
5/2/2026Diversify Wealth Management LLC9,194$321K0.0%N/A0.010%
5/1/2026 180 Wealth Advisors LLC7,920$267K0.0%N/A0.008%
5/1/2026Fifth Third Bancorp13,827$466K0.0%+1,536.3%0.014%
5/1/2026EQ 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%
4/30/2026Waterfront Wealth Inc.91,715$3.09M0.6%+9.2%0.096%
4/30/2026Kestra Advisory Services LLC58,237$1.96M0.0%+4.4%0.061%
4/30/2026Austin Asset Management Co Inc71,150$2.40M0.4%-0.6%0.075%
4/30/2026IAG 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%
4/30/2026Efficient Advisors LLC447,277$15.06M1.1%-46.8%0.469%
4/29/2026Jackson Thornton Wealth Management LLC70,344$2.50M0.2%+8.7%0.074%
4/28/2026Planning Center Inc.411,631$13.86M1.4%-4.8%0.431%
4/27/2026TCI 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%
4/27/2026BIP Wealth LLC30,265$1.02M0.0%+45.9%0.032%
4/27/2026Private Advisor Group LLC129,015$4.34M0.0%+5.9%0.135%
4/25/2026rebel Financial LLC15,018$506K0.2%-10.4%0.016%
4/24/2026Root Financial Partners LLC1,118,643$37.67M1.7%+7.9%1.173%
4/24/2026Squire 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%
4/24/2026Equita 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%
4/23/2026Guardian 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%
4/22/2026Janney Montgomery Scott LLC666,177$22.43M0.1%+3.2%0.698%
4/22/2026Narus Financial Partners LLC40,002$1.35M0.4%-1.2%0.042%
4/20/2026Kestra 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%
4/20/2026Strategent 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%
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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%
4/17/2026Provident 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%


DFIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 301 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 283 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. ($4.90M), Envestnet Portfolio Solutions Inc. ($4.54M), 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 42,782,366 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 104 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 LLC ($1.60M), First Citizens Bank & Trust Co. ($1.20M), Forum Financial Management LP ($1.12M), Total Wealth Planning LLC ($1.07M), Savant Capital LLC ($900.32K), and Efficient Advisors LLC ($595.61K).

Institutional investors have sold a total of 17,487,150 shares in the last 24 months. This volume of shares sold represents approximately $557.71M in transactions.


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This page (BATS:DFIS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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