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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$26.74 +2.73 (+11.37%)
As of 03:52 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)
168
Total
Institutional Inflows
(last 12 months)
$606.98M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$205.28M
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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
4/24/2025Shore Point Advisors LLC39,750$1.03M0.5%N/A0.039%
4/24/2025Tanager Wealth Management LLP318,774$8.24M1.1%+36.2%0.310%
4/23/2025 Allodium Investment Consultants LLC252,082$6.51M4.8%+4.7%0.245%
4/23/2025 Sequoia Financial Advisors LLC134,570$3.48M0.0%-1.9%0.131%
4/23/2025 First Pacific Financial157,417$4.07M0.8%+23.5%0.153%
4/23/2025 Spire Wealth Management110,812$2.86M0.1%+8.3%0.108%
4/23/2025 Timonier Family Office LTD.263,310$6.80M3.0%+28.5%0.256%
4/23/2025 Ruedi Wealth Management Inc.82,498$2.13M0.7%+0.8%0.080%
4/23/2025 PBMares Wealth Management LLC103,251$2.67M0.5%+26.1%0.101%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC31,457$813K0.2%-8.7%0.031%
4/22/2025 Dopkins Wealth Management LLC24,197$625K0.3%+1.8%0.024%
4/22/2025 Acorn Creek Capital LLC173,334$4.48M2.2%+0.4%0.169%
4/22/2025 Cambridge Investment Research Advisors Inc.35,337$913K0.0%+23.5%0.034%
4/22/2025 Integrity Wealth Solutions LLC130,276$3.37M1.8%+4.6%0.127%
4/22/2025 Evanson Asset Management LLC1,132,539$29.27M2.1%-1.3%1.103%
4/21/2025 Martin Worley Group118,166$3.05M1.7%+15.7%0.115%
4/21/2025 Avior Wealth Management LLC68,809$1.78M0.1%+3.5%0.067%
4/21/2025 Provident Wealth Management LLC43,968$1.14M0.4%-11.7%0.043%
4/21/2025 Colony Family Offices LLC29,402$760K0.2%+6.8%0.029%
4/21/2025 Andrews Lucia Wealth Management LLC16,642$409K0.3%+8.9%0.016%
4/21/2025 Blue Trust Inc.59,695$1.54M0.0%-15.2%0.058%
4/21/2025 CLG LLC42,369$1.10M0.4%+3.0%0.041%
4/21/2025 ERn Financial LLC48,984$1.27M0.2%+3.6%0.048%
4/21/2025 Envestnet Portfolio Solutions Inc.3,903,101$100.86M0.4%N/A3.800%
4/21/2025 Wealthspan Partners LLC13,721$355K0.2%-9.3%0.013%
4/21/2025 TCI Wealth Advisors Inc.1,411,360$36.47M2.9%+9.1%1.374%
4/18/2025 Planning Center Inc.477,149$12.33M1.5%+4.5%0.465%
4/18/2025 Five Oceans Advisors11,306$292K0.1%-13.7%0.011%
4/17/2025 Dynamic Advisor Solutions LLC187,259$4.84M0.2%+1.6%0.182%
4/16/2025 Lam Group Inc.127,370$3.29M2.4%-6.6%0.124%
4/16/2025 IAG Wealth Partners LLC99,592$2.57M0.4%+5.8%0.097%
4/16/2025 Kelly Financial Group LLC270,088$6.98M1.2%+3.1%0.263%
4/16/2025 Schoolcraft Capital LLC145,945$3.77M0.7%+5.8%0.142%
4/16/2025 GEN Financial Management INC.10,723$277K0.2%+28.9%0.010%
4/16/2025 NorthCrest Asset Manangement LLC11,312$292K0.0%-11.5%0.011%
4/15/2025 Total Wealth Planning LLC1,070,693$27.67M4.2%+5.6%1.043%
4/15/2025 Trinity Financial Advisors LLC116,218$3.00M0.6%+0.5%0.113%
4/15/2025 Corrigan Financial Inc.590,889$15.27M3.1%+22.6%0.575%
4/15/2025 Wealthcare Advisory Partners LLC29,097$752K0.0%+232.7%0.028%
4/15/2025 Signet Financial Management LLC10,299$266K0.0%-11.7%0.010%
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4/14/2025 Farther Finance Advisors LLC3,915$101K0.0%+23.0%0.004%
4/14/2025 First Citizens Bank & Trust Co.3,790,191$97.94M1.6%N/A3.691%
4/14/2025 Abacus Planning Group Inc.250,831$6.48M1.1%+7.9%0.244%
4/14/2025 Park Avenue Securities LLC1,440,087$37.21M0.5%+4.2%1.402%
4/14/2025 Broadway Wealth Solutions Inc.121,813$3.15M2.3%+15.8%0.119%
4/11/2025 Disciplined Investments LLC197,550$5.11M2.3%+29.0%0.192%
4/11/2025 McNamara Financial Services Inc.64,378$1.66M0.4%+13.0%0.063%
4/10/2025 Eclectic Associates Inc. ADV317,941$8.22M2.2%+54.5%0.310%
4/10/2025 Brand Asset Management Group Inc.180,298$4.66M1.9%N/A0.176%
4/10/2025 Level Financial Advisors171,545$4.43M1.5%+16.9%0.167%
4/10/2025 Rialto Wealth Management LLC20,471$529K0.2%+23.9%0.020%
4/9/2025 Harbor Investment Advisory LLC52,144$1.35M0.1%N/A0.051%
4/9/2025 Quad Cities Investment Group LLC16,996$439K0.2%+3.0%0.017%
4/9/2025 Websterrogers Financial Advisors LLC253,695$6.56M2.2%-7.0%0.247%
4/8/2025 Advisory Alpha LLC14,695$380K0.0%-93.5%0.014%
4/7/2025 GAMMA Investing LLC4,341$112K0.0%N/A0.004%
4/7/2025 AdvisorNet Financial Inc59,129$1.53M0.1%-8.3%0.058%
4/4/2025 Quent Capital LLC33,938$877K0.1%+14.0%0.033%
4/3/2025 Collective Family Office LLC214,208$5.54M1.5%+8.5%0.210%
4/2/2025 Marcum Wealth LLC134,710$3.48M0.3%+8.1%0.132%
3/17/2025 NorthCrest Asset Manangement LLC12,778$314K0.0%+3.9%0.013%
3/7/2025Aegis Wealth Management LLC19,565$480K0.3%N/A0.020%
2/26/2025Discipline Wealth Solutions LLC286,879$7.04M3.3%+14.6%0.445%
2/26/2025Ballentine Capital Advisors Inc482,413$11.85M6.1%+1.1%0.749%
2/21/2025Vermillion Wealth Management Inc.13,603$334K0.2%N/A0.021%
2/19/2025Pinney & Scofield Inc.88,439$2.17M1.7%N/A0.137%
2/18/2025McMill Wealth Management111,121$2.73M1.1%N/A0.173%
2/18/2025GTS Securities LLC18,979$466K0.0%N/A0.029%
2/18/2025Focus Partners Advisor Solutions LLC108,644$2.67M0.0%+8.9%0.169%
2/17/2025Vance Wealth LLC42,279$1.04M0.4%+14.7%0.066%
2/17/2025Waverly Advisors LLC185,812$4.56M0.1%+51.1%0.289%
2/17/2025Focus Partners Wealth289,574$7.11M0.0%+15.2%0.450%
2/17/2025Bank of America Corp DE34,367$844K0.0%+21.7%0.053%
2/14/2025Mercer Global Advisors Inc. ADV136,135$3.34M0.0%-35.1%0.211%
2/14/2025Jane Street Group LLC123,436$3.03M0.0%+24.3%0.192%
2/14/2025Rehmann Capital Advisory Group8,301$204K0.0%N/A0.013%
2/14/2025Navigoe LLC126,921$3.12M3.0%N/A0.197%
2/14/2025Beacon Pointe Advisors LLC250,276$6.15M0.1%+1.6%0.389%
2/14/2025Betterment LLC103,649$2.55M0.0%+11.8%0.161%
2/14/2025Capital Analysts LLC27,746$681K0.0%+17.1%0.043%
2/14/2025WPWealth LLP30,027$737K0.2%+94.8%0.047%
2/14/2025MML Investors Services LLC132,548$3.26M0.0%+2.5%0.206%
2/14/2025Freedom Investment Management Inc.8,652$212K0.0%+5.1%0.013%
2/14/2025Forum Financial Management LP1,167,811$28.68M0.5%+46.1%1.813%
2/13/2025Tobias Financial Advisors Inc.343,041$8.42M1.7%+14.7%0.533%
2/13/2025 Glass Jacobson Investment Advisors llc64,044$1.57M0.5%-8.2%0.099%
2/13/2025Family Office Research LLC8,258$203K0.1%N/A0.013%
2/13/2025Bank of Montreal Can1,123,630$27.59M0.0%+7.5%1.745%
2/13/2025Cerity Partners LLC455,782$11.19M0.0%+6.7%0.708%
2/13/2025Ritter Daniher Financial Advisory LLC DE160,027$3.93M1.1%N/A0.248%
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2/13/2025Envestnet Asset Management Inc.1,649,029$40.49M0.0%+6.8%2.561%
2/12/2025Wescott Financial Advisory Group LLC1,234,291$30.31M3.1%+2.0%1.917%
2/12/2025 Martin Worley Group102,129$2.51M1.6%N/A0.159%
2/12/2025Perritt Capital Management Inc318,459$7.82M4.1%+2.7%0.495%
2/12/2025OLD Mission Capital LLC291,122$7.15M0.1%-19.5%0.452%
2/12/2025Riggs Capital Management LLC19,348$475K0.5%N/A0.030%
2/12/2025CIBC Private Wealth Group LLC3,176$77K0.0%N/A0.005%
2/12/2025Joseph Group Capital Management8,957$220K0.1%+179.0%0.014%
2/12/2025Orion Portfolio Solutions LLC92,455$2.27M0.0%+0.4%0.144%
2/12/2025 Broadway Wealth Solutions Inc.105,150$2.58M2.0%N/A0.163%
(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, 215 institutional investors and hedge funds held shares of Dimensional International Small Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($435.02M), Mather Group LLC. ($262.21M), Envestnet Portfolio Solutions Inc. ($100.86M), First Citizens Bank & Trust Co. ($97.94M), Corient Private Wealth LLC ($93.78M), Savant Capital LLC ($50.95M), and Envestnet Asset Management Inc. ($40.49M).Learn more on DFIS's institutional investors.

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

Of the 209 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. ($4.90M), Envestnet Portfolio Solutions Inc. ($3.90M), First Citizens Bank & Trust Co. ($3.79M), Savant Capital LLC ($1.81M), Forum Financial Management LP ($1.17M), Wescott Financial Advisory Group LLC ($974.08K), and Jones Financial Companies Lllp ($932.45K).

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

Institutional investors have bought a total of 34,886,907 shares in the last 24 months. This purchase volume represents approximately $866.28M in transactions.

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

Of the 58 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: Jones Financial Companies Lllp ($4.44M), Jane Street Group LLC ($1.94M), Orion Portfolio Solutions LLC ($1.30M), Larson Financial Group LLC ($634.12K), Advisory Alpha LLC ($215.45K), Corient Private Wealth LLC ($195.78K), and Mercer Global Advisors Inc. ADV ($141.50K).

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

Institutional investors have sold a total of 9,660,882 shares in the last 24 months. This volume of shares sold represents approximately $239.38M in transactions.



This page (BATS:DFIS) was last updated on 4/24/2025 by MarketBeat.com Staff
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