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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$25.75 +1.74 (+7.25%)
As of 02/21/2025 04:00 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)
160
Total
Institutional Inflows
(last 12 months)
$389.42M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$200.03M
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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
2/21/2025Vermillion Wealth Management Inc.13,603$334K0.2%N/A0.021%
2/19/2025 Pinney & Scofield Inc.88,439$2.17M1.7%N/A0.137%
2/18/2025 McMill Wealth Management111,121$2.73M1.1%N/A0.173%
2/18/2025 GTS Securities LLC18,979$466K0.0%N/A0.029%
2/18/2025 Focus Partners Advisor Solutions LLC108,644$2.67M0.0%+8.9%0.169%
2/17/2025 Vance Wealth LLC42,279$1.04M0.4%+14.7%0.066%
2/17/2025 Waverly Advisors LLC185,812$4.56M0.1%+51.1%0.289%
2/17/2025 Focus Partners Wealth289,574$7.11M0.0%+15.2%0.450%
2/17/2025 Bank of America Corp DE34,367$844K0.0%+21.7%0.053%
2/14/2025 Mercer Global Advisors Inc. ADV136,135$3.34M0.0%-35.1%0.211%
2/14/2025 Jane Street Group LLC123,436$3.03M0.0%+24.3%0.192%
2/14/2025 Rehmann Capital Advisory Group8,301$204K0.0%N/A0.013%
2/14/2025 Navigoe LLC126,921$3.12M3.0%N/A0.197%
2/14/2025 Beacon Pointe Advisors LLC250,276$6.15M0.1%+1.6%0.389%
2/14/2025 Betterment LLC103,649$2.55M0.0%+11.8%0.161%
2/14/2025 Capital Analysts LLC27,746$681K0.0%+17.1%0.043%
2/14/2025 WPWealth LLP30,027$737K0.2%+94.8%0.047%
2/14/2025 MML Investors Services LLC132,548$3.26M0.0%+2.5%0.206%
2/14/2025 Freedom Investment Management Inc.8,652$212K0.0%+5.1%0.013%
2/14/2025 Forum Financial Management LP1,167,811$28.68M0.5%+46.1%1.813%
2/13/2025 Tobias 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%
2/13/2025 Family Office Research LLC8,258$203K0.1%N/A0.013%
2/13/2025 Bank of Montreal Can1,123,630$27.59M0.0%+7.5%1.745%
2/13/2025 Cerity Partners LLC455,782$11.19M0.0%+6.7%0.708%
2/13/2025 Ritter Daniher Financial Advisory LLC DE160,027$3.93M1.1%N/A0.248%
2/13/2025 Envestnet Asset Management Inc.1,649,029$40.49M0.0%+6.8%2.561%
2/12/2025 Wescott 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%
2/12/2025 Perritt Capital Management Inc318,459$7.82M4.1%+2.7%0.495%
2/12/2025 OLD Mission Capital LLC291,122$7.15M0.1%-19.5%0.452%
2/12/2025 Riggs Capital Management LLC19,348$475K0.5%N/A0.030%
2/12/2025 CIBC Private Wealth Group LLC3,176$77K0.0%N/A0.005%
2/12/2025 Joseph Group Capital Management8,957$220K0.1%+179.0%0.014%
2/12/2025 Orion 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%
2/12/2025 JPMorgan Chase & Co.274,363$6.74M0.0%+613.7%0.426%
2/12/2025 Aire Advisors LLC425,150$10.44M2.1%+6.6%0.660%
2/12/2025 Ariadne Wealth Management LP99,836$2.56M1.2%+17.7%0.155%
2/11/2025 Prospect Financial Group LLC61,559$1.51M1.9%N/A0.096%
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2/11/2025 TAGStone Capital Inc.9,128$224K0.1%N/A0.014%
2/11/2025 Jackson Thornton Wealth Management LLC44,475$1.09M0.1%+37.6%0.069%
2/11/2025 Clune & Associates LTD.220,254$5.41M1.8%N/A0.342%
2/11/2025 LPL Financial LLC157,394$3.87M0.0%+12.5%0.244%
2/11/2025 Elevate Wealth Advisory Inc.11,130$273K0.2%+104.2%0.017%
2/10/2025 Dopkins Wealth Management LLC23,773$584K0.3%N/A0.037%
2/10/2025 Corient Private Wealth LLC3,819,264$93.78M0.2%-4.9%5.931%
2/10/2025 Natixis Advisors LLC44,884$1.10M0.0%+72.0%0.070%
2/10/2025 IAG Wealth Partners LLC94,128$2.31M0.4%+11.1%0.146%
2/10/2025 Tillman Hartley LLC326,636$8.02M2.3%+6.8%0.507%
2/10/2025 EverSource Wealth Advisors LLC28,370$697K0.0%+167.6%0.044%
2/7/2025 Sequoia Financial Advisors LLC137,156$3.37M0.0%+4.0%0.213%
2/7/2025 PFG Advisors52,856$1.30M0.1%+9.8%0.082%
2/7/2025 HighTower Advisors LLC44,257$1.09M0.0%+109.9%0.069%
2/7/2025 Sollinda Capital Management LLC10,349$254K0.1%N/A0.016%
2/7/2025 Tortoise Investment Management LLC13,037$320K0.0%+98.2%0.020%
2/7/2025 Efficient Advisors LLC1,039,443$25.52M1.6%+10.0%1.614%
2/7/2025 Tilson Financial Group Inc.138,278$3.40M1.4%+7.0%0.215%
2/7/2025 Pillar Financial Advisors LLC4,336$106K0.1%N/A0.007%
2/7/2025 Rialto Wealth Management LLC16,526$406K0.1%N/A0.026%
2/7/2025 Larson Financial Group LLC464,498$11.41M0.6%-7.5%0.721%
2/7/2025 PNC Financial Services Group Inc.7,302$179K0.0%+567.5%0.011%
2/6/2025 Disciplined Investments LLC153,089$3.76M1.9%+5.8%0.238%
2/6/2025 Steward Partners Investment Advisory LLC10,315$253K0.0%+4.0%0.016%
2/6/2025 Kelly Financial Group LLC262,054$6.44M2.2%N/A0.407%
2/6/2025 Mission Wealth Management LP17,577$432K0.0%N/A0.027%
2/6/2025 Alesco Advisors LLC327,408$8.04M0.3%+14.1%0.508%
2/6/2025 Jones Financial Companies Lllp17,716,121$435.02M0.4%-20.1%27.510%
2/6/2025 Modera Wealth Management LLC22,274$547K0.0%-68.8%0.035%
2/5/2025 Motco5,904$145K0.0%N/A0.009%
2/4/2025 Provident Wealth Management LLC49,802$1.22M0.4%-6.0%0.077%
2/4/2025 Schoolcraft Capital LLC137,960$3.39M0.7%+7.4%0.214%
2/4/2025 Addison Advisors LLC180,880$4.44M1.2%+7.9%0.281%
2/4/2025 Allodium Investment Consultants LLC240,807$5.91M4.9%N/A0.374%
2/4/2025 Forvis Mazars Wealth Advisors LLC342,119$8.40M0.2%-8.6%0.531%
2/4/2025 Elwood & Goetz Wealth Advisory Group LLC34,470$846K0.2%+19.2%0.054%
2/4/2025 Wealthspire Advisors LLC14,640$359K0.0%N/A0.023%
2/3/2025 Wealth Management Nebraska390,150$9.58M1.7%N/A0.606%
2/3/2025 Timonier Family Office LTD.204,939$5.03M2.6%N/A0.318%
2/3/2025 Abacus Planning Group Inc.232,397$5.71M1.0%+13.8%0.361%
2/3/2025 Private Advisor Group LLC84,032$2.06M0.0%+29.5%0.130%
2/3/2025 Vista Capital Partners Inc.36,382$893K0.1%+13.1%0.056%
1/30/2025 Allworth Financial LP236,505$5.90M0.0%+2,323.0%0.367%
1/30/2025 Principal Securities Inc.12,165$299K0.0%-10.9%0.019%
1/30/2025 Maryland Capital Advisors Inc.49,384$1.21M0.6%+34.6%0.077%
1/30/2025 Blue Trust Inc.70,399$1.73M0.0%+70.2%0.109%
1/30/2025 Squire Investment Management Company LLC24,962$613K0.3%+18.7%0.039%
1/30/2025 Root Financial Partners LLC505,121$12.40M1.5%+32.6%0.784%
1/29/2025 Morris Financial Concepts Inc.101,318$2.49M1.1%+13.8%0.157%
1/29/2025 Tranquility Partners LLC15,320$376K0.1%-7.6%0.024%
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1/29/2025 Quent Capital LLC29,767$731K0.1%+42.8%0.046%
1/29/2025 Index Fund Advisors Inc.569,882$13.99M0.8%+12.1%0.885%
1/29/2025 Savant Capital LLC2,075,112$50.95M0.4%-4.6%3.222%
1/28/2025 Kestra Private Wealth Services LLC96,832$2.38M0.0%+3.6%0.150%
1/28/2025 Aurelius Family Office LLC85,187$2.09M1.1%N/A0.132%
1/28/2025 Austin Asset Management Co Inc77,041$1.89M0.4%-5.5%0.120%
1/27/2025 Vestia Personal Wealth Advisors42,909$1.05M0.8%+21.9%0.067%
1/27/2025 Tanager Wealth Management LLP233,977$5.75M0.7%+1,914.3%0.363%
1/27/2025 Mather Group LLC.10,678,258$262.21M3.4%+5.1%16.581%
1/24/2025 GEN Financial Management INC.8,322$204K0.1%N/A0.013%
(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, 205 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), Corient Private Wealth LLC ($93.78M), Savant Capital LLC ($50.95M), Envestnet Asset Management Inc. ($40.49M), Park Avenue Securities LLC ($33.92M), and TCI Wealth Advisors Inc. ($31.75M).Learn more on DFIS's institutional investors.

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

Of the 200 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. ($10.50M), Savant Capital LLC ($1.81M), Forum Financial Management LP ($1.17M), Wescott Financial Advisory Group LLC ($974.08K), Jones Financial Companies Lllp ($932.45K), Bank of Montreal Can ($840.40K), and Park Avenue Securities LLC ($751.65K).

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

Institutional investors have bought a total of 32,303,269 shares in the last 24 months. This purchase volume represents approximately $772.28M in transactions.

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

Of the 54 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), Corient Private Wealth LLC ($195.78K), Mercer Global Advisors Inc. ADV ($141.50K), and Savant Capital LLC ($100.23K).

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

Institutional investors have sold a total of 9,372,672 shares in the last 24 months. This volume of shares sold represents approximately $231.91M in transactions.



This page (BATS:DFIS) was last updated on 2/22/2025 by MarketBeat.com Staff
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