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Dimensional International Small Cap ETF (DFIS) Institutional Ownership

Dimensional International Small Cap ETF logo
$25.88 +1.87 (+7.81%)
As of 12:48 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)
$390.63M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$199.98M
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DFIS Institutional Buying and Selling by Quarter

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Dimensional International Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/2/2025Marcum Wealth LLC134,710$3.48M0.3%+8.1%0.132%
3/17/2025NorthCrest 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%
2/13/2025Glass 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%
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%
2/12/2025Martin 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%
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2/12/2025Broadway Wealth Solutions Inc.105,150$2.58M2.0%N/A0.163%
2/12/2025JPMorgan Chase & Co.274,363$6.74M0.0%+613.7%0.426%
2/12/2025Aire Advisors LLC425,150$10.44M2.1%+6.6%0.660%
2/12/2025Ariadne Wealth Management LP99,836$2.56M1.2%+17.7%0.155%
2/11/2025Prospect Financial Group LLC61,559$1.51M1.9%N/A0.096%
2/11/2025TAGStone Capital Inc.9,128$224K0.1%N/A0.014%
2/11/2025Jackson Thornton Wealth Management LLC44,475$1.09M0.1%+37.6%0.069%
2/11/2025Clune & Associates LTD.220,254$5.41M1.8%N/A0.342%
2/11/2025LPL Financial LLC157,394$3.87M0.0%+12.5%0.244%
2/11/2025Elevate Wealth Advisory Inc.11,130$273K0.2%+104.2%0.017%
2/10/2025Dopkins Wealth Management LLC23,773$584K0.3%N/A0.037%
2/10/2025Corient Private Wealth LLC3,819,264$93.78M0.2%-4.9%5.931%
2/10/2025Natixis Advisors LLC44,884$1.10M0.0%+72.0%0.070%
2/10/2025IAG Wealth Partners LLC94,128$2.31M0.4%+11.1%0.146%
2/10/2025Tillman Hartley LLC326,636$8.02M2.3%+6.8%0.507%
2/10/2025EverSource Wealth Advisors LLC28,370$697K0.0%+167.6%0.044%
2/7/2025Sequoia Financial Advisors LLC137,156$3.37M0.0%+4.0%0.213%
2/7/2025PFG Advisors52,856$1.30M0.1%+9.8%0.082%
2/7/2025HighTower Advisors LLC44,257$1.09M0.0%+109.9%0.069%
2/7/2025Sollinda Capital Management LLC10,349$254K0.1%N/A0.016%
2/7/2025Tortoise Investment Management LLC13,037$320K0.0%+98.2%0.020%
2/7/2025Efficient Advisors LLC1,039,443$25.52M1.6%+10.0%1.614%
2/7/2025Tilson Financial Group Inc.138,278$3.40M1.4%+7.0%0.215%
2/7/2025Pillar Financial Advisors LLC4,336$106K0.1%N/A0.007%
2/7/2025Rialto Wealth Management LLC16,526$406K0.1%N/A0.026%
2/7/2025Larson Financial Group LLC464,498$11.41M0.6%-7.5%0.721%
2/7/2025PNC Financial Services Group Inc.7,302$179K0.0%+567.5%0.011%
2/6/2025Disciplined Investments LLC153,089$3.76M1.9%+5.8%0.238%
2/6/2025Steward Partners Investment Advisory LLC10,315$253K0.0%+4.0%0.016%
2/6/2025Kelly Financial Group LLC262,054$6.44M2.2%N/A0.407%
2/6/2025Mission Wealth Management LP17,577$432K0.0%N/A0.027%
2/6/2025Alesco Advisors LLC327,408$8.04M0.3%+14.1%0.508%
2/6/2025Jones Financial Companies Lllp17,716,121$435.02M0.4%-20.1%27.510%
2/6/2025Modera Wealth Management LLC22,274$547K0.0%-68.8%0.035%
2/5/2025Motco5,904$145K0.0%N/A0.009%
2/4/2025Provident Wealth Management LLC49,802$1.22M0.4%-6.0%0.077%
2/4/2025Schoolcraft Capital LLC137,960$3.39M0.7%+7.4%0.214%
2/4/2025Addison Advisors LLC180,880$4.44M1.2%+7.9%0.281%
2/4/2025Allodium Investment Consultants LLC240,807$5.91M4.9%N/A0.374%
2/4/2025Forvis Mazars Wealth Advisors LLC342,119$8.40M0.2%-8.6%0.531%
2/4/2025Elwood & Goetz Wealth Advisory Group LLC34,470$846K0.2%+19.2%0.054%
2/4/2025Wealthspire Advisors LLC14,640$359K0.0%N/A0.023%
2/3/2025Wealth Management Nebraska390,150$9.58M1.7%N/A0.606%
2/3/2025Timonier Family Office LTD.204,939$5.03M2.6%N/A0.318%
2/3/2025Abacus Planning Group Inc.232,397$5.71M1.0%+13.8%0.361%
2/3/2025Private Advisor Group LLC84,032$2.06M0.0%+29.5%0.130%
2/3/2025Vista Capital Partners Inc.36,382$893K0.1%+13.1%0.056%
1/30/2025Allworth Financial LP236,505$5.90M0.0%+2,323.0%0.367%
1/30/2025Principal Securities Inc.12,165$299K0.0%-10.9%0.019%
1/30/2025Maryland Capital Advisors Inc.49,384$1.21M0.6%+34.6%0.077%
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1/30/2025Blue Trust Inc.70,399$1.73M0.0%+70.2%0.109%
1/30/2025Squire Investment Management Company LLC24,962$613K0.3%+18.7%0.039%
1/30/2025Root Financial Partners LLC505,121$12.40M1.5%+32.6%0.784%
1/29/2025Morris Financial Concepts Inc.101,318$2.49M1.1%+13.8%0.157%
1/29/2025Tranquility Partners LLC15,320$376K0.1%-7.6%0.024%
1/29/2025Quent Capital LLC29,767$731K0.1%+42.8%0.046%
1/29/2025Index Fund Advisors Inc.569,882$13.99M0.8%+12.1%0.885%
1/29/2025Savant Capital LLC2,075,112$50.95M0.4%-4.6%3.222%
1/28/2025Kestra Private Wealth Services LLC96,832$2.38M0.0%+3.6%0.150%
1/28/2025Aurelius Family Office LLC85,187$2.09M1.1%N/A0.132%
(Data available from 1/1/2016 forward)

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DFIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIS shares?

During the previous two years, 206 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 201 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), 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 26,507,109 shares in the last 24 months. This purchase volume represents approximately $647.83M 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 4/2/2025 by MarketBeat.com Staff
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