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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$24.56 +0.55 (+2.27%)
As of 01/17/2025 03:59 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)
126
Total
Institutional Inflows
(last 12 months)
$340.67M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$91.72M
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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
1/17/2025Avior Wealth Management LLC66,471$1.63M0.1%+5.0%0.103%
1/17/2025Advisory Alpha LLC226,886$5.57M0.2%+4.3%0.352%
1/16/2025Lam Group Inc.136,410$3.35M2.4%+32.2%0.212%
1/16/2025Evanson Asset Management LLC1,147,462$28.18M2.0%+6.5%1.782%
1/15/2025 Sax Wealth Advisors LLC22,594$555K0.0%-10.9%0.035%
1/15/2025 Total Wealth Planning LLC1,013,931$24.90M3.9%+6.5%1.574%
1/15/2025 First Pacific Financial127,490$3.13M0.7%+34.6%0.198%
1/14/2025 ERn Financial LLC47,291$1.16M0.2%+5.0%0.073%
1/14/2025 Websterrogers Financial Advisors LLC272,653$6.70M2.3%-2.3%0.423%
1/14/2025 Park Avenue Securities LLC1,381,380$33.92M0.3%+9.4%2.145%
1/14/2025 Quad Cities Investment Group LLC16,493$405K0.2%-5.8%0.026%
1/13/2025 Marcum Wealth LLC124,586$3.06M0.3%+6.1%0.193%
1/13/2025 AdvisorNet Financial Inc64,512$1.58M0.1%-2.3%0.100%
1/13/2025 Corrigan Financial Inc.481,862$11.83M2.7%+8.9%0.748%
1/10/2025 Trinity Financial Advisors LLC115,597$2.83M1.1%+113.0%0.179%
1/8/2025 Collective Family Office LLC197,507$4.85M1.3%+5.8%0.307%
12/26/2024JPMorgan Chase & Co.38,444$1.03M0.0%+173.2%0.060%
11/19/2024Ballentine Capital Advisors Inc477,221$12.80M6.4%+0.9%0.741%
11/19/2024Discipline Wealth Solutions LLC250,226$6.71M3.5%+14.4%0.389%
11/15/2024LRI Investments LLC2,192$54K0.0%N/A0.003%
11/15/2024Glass Jacobson Investment Advisors llc69,753$1.87M0.6%+1.1%0.108%
11/15/2024MML Investors Services LLC129,276$3.47M0.0%+2.6%0.201%
11/15/2024Orion Portfolio Solutions LLC92,058$2.47M0.1%-14.6%0.143%
11/15/2024Jane Street Group LLC99,340$2.67M0.0%-94.4%0.154%
11/15/2024HighTower Advisors LLC21,089$567K0.0%+24.3%0.033%
11/14/2024Captrust Financial Advisors51,388$1.38M0.0%+1.9%0.080%
11/13/2024Freedom Investment Management Inc.8,230$221K0.0%N/A0.013%
11/13/2024Bank 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%
11/12/2024Wescott Financial Advisory Group LLC1,210,382$32.48M3.5%+102.3%1.879%
11/12/2024Cerity Partners LLC427,338$11.47M0.0%+16.7%0.664%
11/12/2024Alesco Advisors LLC286,872$7.70M0.2%+25.8%0.445%
11/8/2024First Horizon Advisors Inc.1,916$51K0.0%N/A0.003%
11/8/2024Avior Wealth Management LLC63,327$1.70M0.1%+5.4%0.098%
11/8/2024Vance Wealth Inc.36,849$989K0.4%+21.1%0.057%
11/7/2024Tranquility Partners LLC16,574$445K0.2%+9.2%0.026%
11/7/2024Joseph Group Capital Management3,210$86K0.0%+25.8%0.005%
11/7/2024Colony Family Offices LLC27,475$737K0.2%+4.7%0.043%
11/6/2024Natixis Advisors LLC26,102$700K0.0%+52.5%0.041%
11/6/2024Squire Investment Management Company LLC21,032$564K0.3%+11.9%0.033%
11/5/2024Vestia Personal Wealth Advisors35,206$945K0.8%+10.5%0.055%
11/4/2024Addison Advisors LLC167,647$4.50M1.2%+22.4%0.260%
11/4/2024Disciplined Investments LLC144,652$3.88M1.9%+10.7%0.225%
11/2/2024Austin Asset Management Co Inc81,499$2.19M0.4%+2.8%0.127%
11/1/2024Tillman Hartley LLC305,974$8.21M2.4%-0.2%0.475%
11/1/2024Aspire Wealth Management Corp45,803$1.23M0.7%+25.2%0.071%
11/1/2024Vista Capital Partners Inc.32,176$863K0.1%N/A0.050%
10/31/2024Trademark Financial Management LLC7,862$211K0.2%-37.7%0.012%
10/30/2024Tobias Financial Advisors Inc.299,152$8.03M1.6%+6.1%0.465%
10/29/2024IAG Wealth Partners LLC84,710$2.27M0.4%+9.6%0.132%
10/29/2024Chicago Partners Investment Group LLC21,942$561K0.0%-33.4%0.034%
10/25/2024PBMares Wealth Management LLC54,180$1.45M0.3%+16.4%0.084%
10/24/2024TCI Wealth Advisors Inc.1,104,625$29.64M2.5%+21.5%1.715%
10/24/2024Modera Wealth Management LLC71,474$1.92M0.0%+16.7%0.111%
10/23/2024Elwood & Goetz Wealth Advisory Group LLC28,924$776K0.2%+22.2%0.045%
10/23/2024Index Fund Advisors Inc.508,417$13.64M0.7%+18.1%0.789%
10/22/2024Ruedi Wealth Management Inc.69,015$1.85M0.6%+14.2%0.107%
10/22/2024Maryland Capital Advisors Inc.36,701$985K0.5%+7.4%0.057%
10/22/2024Private Advisor Group LLC64,881$1.74M0.0%+7.4%0.101%
10/22/2024Sequoia Financial Advisors LLC131,863$3.54M0.0%+1.2%0.205%
10/21/2024Integrity Wealth Solutions LLC124,620$3.34M2.0%+21.0%0.194%
10/21/2024Cannon Financial Strategists Inc.11,350$305K0.1%N/A0.018%
10/19/2024Cannon 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%
10/17/2024 Sax 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%
10/16/2024Provident Wealth Management LLC52,956$1.42M0.5%-2.5%0.082%
10/16/2024Acorn 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%
10/10/2024McNamara 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%
10/10/2024Level Financial Advisors118,459$3.18M1.2%+29.0%0.184%
10/9/2024 Marcum Wealth LLC117,464$3.15M0.3%+3.7%0.182%
10/8/2024Dynamic Advisor Solutions LLC176,199$4.73M0.1%+0.5%0.274%
10/8/2024Evanson Asset Management LLC1,077,024$28.90M2.1%+7.8%1.672%
10/8/2024Mather Group LLC.10,157,785$272.53M3.5%+55.9%15.773%
10/7/2024Schoolcraft 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%
10/5/2024Quent Capital LLC20,842$559K0.1%+12.0%0.032%
10/5/2024 Collective Family Office LLC186,621$5.01M1.4%+14.7%0.290%
10/5/2024Eclectic 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%
10/2/2024Abacus Planning Group Inc.204,132$5.48M1.0%+30.9%0.317%
8/26/2024Ariadne Wealth Management LP72,458$1.79M1.0%N/A0.113%
8/21/2024Advisory Alpha LLC209,223$5.15M0.2%+199.8%0.325%
8/16/2024Northwestern Mutual Wealth Management Co.1,175$29K0.0%N/A0.002%
8/16/2024NewEdge Advisors LLC50,508$1.24M0.0%+5.0%0.078%
8/16/2024Creative Planning65,518$1.61M0.0%+30.0%0.102%
8/14/2024Wescott Financial Advisory Group LLC598,196$14.73M1.7%+90.0%0.929%
8/14/2024Bank of Montreal Can982,709$24.45M0.0%+10.9%1.526%
8/14/2024EverSource Wealth Advisors LLC36,391$943K0.1%+39.9%0.057%
8/13/2024Merriman Wealth Management LLC548,809$13.52M0.6%-2.7%0.852%
8/12/2024Austin Asset Management Co Inc79,277$1.95M0.4%+19.3%0.123%
8/12/2024Mercer Global Advisors Inc. ADV228,663$5.63M0.0%-22.9%0.355%
8/12/2024Disciplined Investments LLC130,688$3.22M1.7%+3.2%0.203%
(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, 166 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 ($33.92M), 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 162 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 ($1.30M), Wescott Financial Advisory Group LLC ($1.10M), Envestnet Asset Management Inc. ($1.04M), Evanson Asset Management LLC ($1.02M), and Larson Financial Group LLC ($1.02M).

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

Institutional investors have bought a total of 32,481,109 shares in the last 24 months. This purchase volume represents approximately $759.05M in transactions.

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

Of the 43 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), Cardiff Park Advisors LLC ($71.60K), Mercer Global Advisors Inc. ADV ($67.81K), Aire Advisors LLC ($66.94K), and AdvisorNet Financial Inc ($61.58K).

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

Institutional investors have sold a total of 4,410,299 shares in the last 24 months. This volume of shares sold represents approximately $110.02M in transactions.


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This page (BATS:DFIS) was last updated on 1/18/2025 by MarketBeat.com Staff
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