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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

$24.79 -0.18 (-0.72%)
(As of 12/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$331.45M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$91.43M
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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
11/19/2024 Ballentine Capital Advisors Inc477,221$12.80M6.4%+0.9%0.741%
11/19/2024 Discipline Wealth Solutions LLC250,226$6.71M3.5%+14.4%0.389%
11/15/2024 LRI Investments LLC2,192$54K0.0%N/A0.003%
11/15/2024 Glass Jacobson Investment Advisors llc69,753$1.87M0.6%+1.1%0.108%
11/15/2024 MML Investors Services LLC129,276$3.47M0.0%+2.6%0.201%
11/15/2024 Orion Portfolio Solutions LLC92,058$2.47M0.1%-14.6%0.143%
11/15/2024 Jane Street Group LLC99,340$2.67M0.0%-94.4%0.154%
11/15/2024 HighTower Advisors LLC21,089$567K0.0%+24.3%0.033%
11/14/2024 Captrust Financial Advisors51,388$1.38M0.0%+1.9%0.080%
11/13/2024 Freedom Investment Management Inc.8,230$221K0.0%N/A0.013%
11/13/2024 Bank of Montreal Can1,045,092$27.99M0.0%+6.3%1.623%
11/12/2024Larson Financial Group LLC502,161$13.47M0.8%-4.2%0.780%
11/12/2024 Wescott Financial Advisory Group LLC1,210,382$32.48M3.5%+102.3%1.879%
11/12/2024 Cerity Partners LLC427,338$11.47M0.0%+16.7%0.664%
11/12/2024 Alesco Advisors LLC286,872$7.70M0.2%+25.8%0.445%
11/8/2024 First Horizon Advisors Inc.1,916$51K0.0%N/A0.003%
11/8/2024 Avior Wealth Management LLC63,327$1.70M0.1%+5.4%0.098%
11/8/2024 Vance Wealth Inc.36,849$989K0.4%+21.1%0.057%
11/7/2024 Tranquility Partners LLC16,574$445K0.2%+9.2%0.026%
11/7/2024 Joseph Group Capital Management3,210$86K0.0%+25.8%0.005%
11/7/2024 Colony Family Offices LLC27,475$737K0.2%+4.7%0.043%
11/6/2024 Natixis Advisors LLC26,102$700K0.0%+52.5%0.041%
11/6/2024 Squire Investment Management Company LLC21,032$564K0.3%+11.9%0.033%
11/5/2024 Vestia Personal Wealth Advisors35,206$945K0.8%+10.5%0.055%
11/4/2024 Addison Advisors LLC167,647$4.50M1.2%+22.4%0.260%
11/4/2024 Disciplined Investments LLC144,652$3.88M1.9%+10.7%0.225%
11/2/2024 Austin Asset Management Co Inc81,499$2.19M0.4%+2.8%0.127%
11/1/2024 Tillman Hartley LLC305,974$8.21M2.4%-0.2%0.475%
11/1/2024 Aspire Wealth Management Corp45,803$1.23M0.7%+25.2%0.071%
11/1/2024 Vista Capital Partners Inc.32,176$863K0.1%N/A0.050%
10/31/2024 Trademark Financial Management LLC7,862$211K0.2%-37.7%0.012%
10/30/2024 Tobias Financial Advisors Inc.299,152$8.03M1.6%+6.1%0.465%
10/29/2024 IAG Wealth Partners LLC84,710$2.27M0.4%+9.6%0.132%
10/29/2024 Chicago Partners Investment Group LLC21,942$561K0.0%-33.4%0.034%
10/25/2024 PBMares Wealth Management LLC54,180$1.45M0.3%+16.4%0.084%
10/24/2024 TCI Wealth Advisors Inc.1,104,625$29.64M2.5%+21.5%1.715%
10/24/2024 Modera Wealth Management LLC71,474$1.92M0.0%+16.7%0.111%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC28,924$776K0.2%+22.2%0.045%
10/23/2024 Index Fund Advisors Inc.508,417$13.64M0.7%+18.1%0.789%
10/22/2024 Ruedi Wealth Management Inc.69,015$1.85M0.6%+14.2%0.107%
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10/22/2024 Maryland Capital Advisors Inc.36,701$985K0.5%+7.4%0.057%
10/22/2024 Private Advisor Group LLC64,881$1.74M0.0%+7.4%0.101%
10/22/2024 Sequoia Financial Advisors LLC131,863$3.54M0.0%+1.2%0.205%
10/21/2024 Integrity Wealth Solutions LLC124,620$3.34M2.0%+21.0%0.194%
10/21/2024 Cannon Financial Strategists Inc.11,350$305K0.1%N/A0.018%
10/19/2024 Cannon Financial Strategists Inc.11,350$305K0.1%N/A0.018%
10/18/2024Lam Group Inc.103,180$2.77M2.0%+0.6%0.160%
10/18/2024Blue Trust Inc.41,351$1.02M0.0%+7.7%0.064%
10/17/2024Sax Wealth Advisors LLC25,362$680K0.1%-5.1%0.039%
10/17/2024DiNuzzo Private Wealth Inc.55,978$1.50M0.2%-1.3%0.087%
10/16/2024 Quad Cities Investment Group LLC17,504$470K0.2%+65.4%0.027%
10/16/2024 Provident Wealth Management LLC52,956$1.42M0.5%-2.5%0.082%
10/16/2024 Acorn Creek Capital LLC165,216$4.43M2.4%+5.7%0.257%
10/16/2024 ERn Financial LLC45,020$1.21M0.2%-1.5%0.070%
10/15/2024 First Pacific Financial94,717$2.54M0.6%+21.5%0.147%
10/10/2024 McNamara Financial Services Inc.61,827$1.66M0.3%+1.0%0.096%
10/10/2024 Total Wealth Planning LLC951,768$25.54M4.0%+7.3%1.478%
10/10/2024 Level Financial Advisors118,459$3.18M1.2%+29.0%0.184%
10/9/2024 Marcum Wealth LLC117,464$3.15M0.3%+3.7%0.182%
10/8/2024 Dynamic Advisor Solutions LLC176,199$4.73M0.1%+0.5%0.274%
10/8/2024 Evanson Asset Management LLC1,077,024$28.90M2.1%+7.8%1.672%
10/8/2024 Mather Group LLC.10,157,785$272.53M3.5%+55.9%15.773%
10/7/2024 Schoolcraft Capital LLC128,511$3.45M0.7%+5.3%0.200%
10/5/2024 Corrigan Financial Inc.442,374$11.87M2.7%+19.5%0.687%
10/5/2024 Quent Capital LLC20,842$559K0.1%+12.0%0.032%
10/5/2024 Collective Family Office LLC186,621$5.01M1.4%+14.7%0.290%
10/5/2024 Eclectic Associates Inc. ADV46,551$1.25M0.5%N/A0.072%
10/3/2024 Park Avenue Securities LLC1,262,708$33.88M0.4%+9.6%1.961%
10/3/2024 Trinity Financial Advisors LLC54,261$1.46M0.6%+161.1%0.084%
10/2/2024 DBK Financial Counsel LLC14,506$389K0.4%+16.0%0.023%
10/2/2024 Abacus Planning Group Inc.204,132$5.48M1.0%+30.9%0.317%
8/26/2024 Ariadne Wealth Management LP72,458$1.79M1.0%N/A0.113%
8/21/2024 Advisory Alpha LLC209,223$5.15M0.2%+199.8%0.325%
8/16/2024 Northwestern Mutual Wealth Management Co.1,175$29K0.0%N/A0.002%
8/16/2024 NewEdge Advisors LLC50,508$1.24M0.0%+5.0%0.078%
8/16/2024 Creative Planning65,518$1.61M0.0%+30.0%0.102%
8/14/2024 Wescott Financial Advisory Group LLC598,196$14.73M1.7%+90.0%0.929%
8/14/2024 Bank of Montreal Can982,709$24.45M0.0%+10.9%1.526%
8/14/2024 EverSource Wealth Advisors LLC36,391$943K0.1%+39.9%0.057%
8/13/2024 Merriman Wealth Management LLC548,809$13.52M0.6%-2.7%0.852%
8/12/2024 Austin Asset Management Co Inc79,277$1.95M0.4%+19.3%0.123%
8/12/2024 Mercer Global Advisors Inc. ADV228,663$5.63M0.0%-22.9%0.355%
8/12/2024 Disciplined Investments LLC130,688$3.22M1.7%+3.2%0.203%
8/8/2024 Envestnet Asset Management Inc.1,462,676$36.03M0.0%+4.4%2.271%
8/8/2024 PFG Advisors45,267$1.12M0.1%+6.7%0.070%
8/8/2024 Bell Investment Advisors Inc2,994$74K0.0%N/A0.005%
8/8/2024 Perritt Capital Management Inc308,958$7.61M4.2%+2.3%0.480%
8/7/2024 Tillman Hartley LLC306,588$7.55M2.6%+4.1%0.476%
8/7/2024 Ballentine Capital Advisors Inc472,976$11.65M6.2%+4.5%0.734%
8/7/2024 Discipline Wealth Solutions LLC218,676$5.39M4.3%+18.1%0.340%
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8/6/2024Werba Rubin Papier Wealth Management19,190$473K0.1%+34.4%0.030%
8/6/2024 Ausdal Financial Partners Inc.21,146$521K0.1%-4.2%0.033%
8/6/2024Financial Gravity Asset Management Inc.1,084$27K0.0%N/A0.002%
8/6/2024 Savant Capital LLC2,610,322$64.29M0.6%+19.5%4.053%
8/5/2024 Private Advisor Group LLC60,419$1.49M0.0%+13.5%0.094%
8/5/2024 Addison Advisors LLC136,983$3.37M1.1%+26.3%0.213%
8/3/2024 Colony Family Offices LLC26,240$646K0.2%+32.3%0.041%
8/2/2024 Vance Wealth Inc.30,429$749K0.3%N/A0.047%
8/2/2024 Index Fund Advisors Inc.430,329$10.60M0.6%+24.8%0.668%
8/2/2024Larson Financial Group LLC524,398$12.92M0.9%-50.8%0.814%
(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, 165 institutional investors and hedge funds held shares of Dimensional International Small Cap ETF. The most heavily invested institutionals were Mather Group LLC. ($272.53M), Corient Private Wealth LLC ($96.05M), Savant Capital LLC ($64.29M), Envestnet Asset Management Inc. ($36.03M), Park Avenue Securities LLC ($33.88M), Wescott Financial Advisory Group LLC ($32.48M), and TCI Wealth Advisors Inc. ($29.64M).Learn more on DFIS's institutional investors.

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

Of the 161 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. ($9.98M), Savant Capital LLC ($1.81M), Park Avenue Securities LLC ($1.18M), Wescott Financial Advisory Group LLC ($1.10M), Envestnet Asset Management Inc. ($1.04M), Larson Financial Group LLC ($1.02M), and Evanson Asset Management LLC ($952.09K).

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

Institutional investors have bought a total of 32,116,474 shares in the last 24 months. This purchase volume represents approximately $749.72M in transactions.

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

Of the 42 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: Jane Street Group LLC ($1.94M), Orion Portfolio Solutions LLC ($1.30M), Larson Financial Group LLC ($596.46K), AdvisorNet Financial Inc ($72.16K), Cardiff Park Advisors LLC ($71.60K), Mercer Global Advisors Inc. ADV ($67.81K), and Aire Advisors LLC ($66.94K).

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

Institutional investors have sold a total of 4,414,366 shares in the last 24 months. This volume of shares sold represents approximately $110.07M in transactions.



This page (BATS:DFIS) was last updated on 12/18/2024 by MarketBeat.com Staff
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