Who Owns Dimensional - International Small Cap ETF (DFIS)?Hedge Fund & Institutional Holders

$33.44-0.65 (-1.91%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$23.20$26.66$30.12$33.57$37.03Sep 24Jun 25Mar 26

DFIS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JONES FINANCIAL COMPANIES LLLPNew Position+45.8M+$1.5T
Matson Money. Inc.New Position+12.1M+$399.8B
FIRST CITIZENS BANK & TRUST CONew Position+3.5M+$114.0B
Wescott Financial Advisory Group, LLCNew Position+1.3M+$42.6B
Root Financial Partners, LLCNew Position+1.0M+$34.1B
Vise Technologies, Inc.Increased+672K+$22.3B
Discipline Wealth Solutions, LLCNew Position+591K+$19.5B
BANK OF AMERICA CORP /DE/Increased+395K+$19.0B
ALESCO ADVISORS LLCNew Position+538K+$17.7B
Ballentine Capital Advisors, IncNew Position+495K+$16.3B
Tanager Wealth Management LLPNew Position+490K+$16.1B
Wealth Management NebraskaNew Position+488K+$16.1B
Planning Center, Inc.New Position+432K+$14.2B
Shore Point Advisors, LLCNew Position+344K+$11.3B
Timonier Family Office, LTD.New Position+331K+$10.9B

DFIS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-605K-$19.2B
Larson Financial Group LLCDecreased-6K-$11.7B
PERRITT CAPITAL MANAGEMENT INCClosed Position-282K-$8.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-227K-$7.2B
Waverly Advisors, LLCDecreased-79K-$6.5B
Dynamic Advisor Solutions LLCDecreased-36K-$5.7B
McMill Wealth ManagementDecreased-140K-$4.2B
Efficient Advisors, LLCDecreased-163K-$4.1B
OLD MISSION CAPITAL LLCDecreased-76K-$2.2B
HighTower Advisors, LLCDecreased-6K-$1.5B
Orion Porfolio Solutions, LLCDecreased-11K-$889.7M
Crossmark Global Holdings, Inc.Closed Position-23K-$724.5M
Ausdal Financial Partners, Inc.Decreased-537-$674.3M
Focus Partners WealthDecreased-45K-$535.3M
PFG AdvisorsDecreased-17K-$482.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JONES FINANCIAL COMPANIES LLLP42,756,968$1.4T858.42%Share
2Matson Money. Inc.12,138,643$399.8B12.64%Share
3FIRST CITIZENS BANK & TRUST CO3,464,968$114.0B2.38%Share
4JONES FINANCIAL COMPANIES LLLP2,996,603$98.0B59.75%Share
5BANK OF MONTREAL /CAN/1,402,946$46.0B15.93%Share
6Evanson Asset Management, LLC1,336,151$44.0B2.37%Share
7Wescott Financial Advisory Group, LLC1,294,191$42.6B3.72%Share
8Modern Wealth Management, LLC1,155,824$38.1B694.22%Share
9Root Financial Partners, LLC1,036,706$34.1B1.75%Share
10Vise Technologies, Inc.916,244$30.0B587.77%Share
11Efficient Advisors, LLC840,773$27.7B1.62%Share
12Focus Partners Wealth826,043$27.0B30.77%Share
13Discipline Wealth Solutions, LLC591,483$19.5B3.61%Share
14ALESCO ADVISORS LLC537,602$17.7B0.46%Share
15ECLECTIC ASSOCIATES INC /ADV503,356$16.6B2.59%Share
16Ballentine Capital Advisors, Inc495,198$16.3B6.87%Share
17Tanager Wealth Management LLP490,135$16.1B1.61%Share
18Wealth Management Nebraska488,398$16.1B1.84%Share
19AIRE ADVISORS, LLC453,534$14.9B2.73%Share
20Planning Center, Inc.432,360$14.2B1.45%Share
21Brand Asset Management Group, Inc.422,145$13.9B3.89%Share
22BANK OF AMERICA CORP /DE/373,404$12.0B0.87%Share
23Shore Point Advisors, LLC344,482$11.3B4.80%Share
24Timonier Family Office, LTD.330,672$10.9B3.46%Share
25GEN Financial Management, INC.306,628$10.1B6.36%Share
26Ritter Daniher Financial Advisory LLC / DE308,226$10.0B1.68%Share
27Allodium Investment Consultants, LLC301,959$9.9B5.04%Share
28KELLY FINANCIAL GROUP LLC294,832$9.7B2.47%Share
29Quent Capital, LLC286,081$9.4B0.68%Share
30Forvis Mazars Wealth Advisors, LLC283,552$9.3B176.35%Share
31JPMORGAN CHASE & CO300,974$9.0B0.57%Share
32CLUNE & ASSOCIATES, LTD.271,826$9.0B1.93%Share
33Level Financial Advisors258,264$8.5B2.25%Share
34WEBSTERROGERS FINANCIAL ADVISORS, LLC252,149$8.3B2.41%Share
35Disciplined Investments, LLC247,726$8.2B3.14%Share
36AMI INVESTMENT MANAGEMENT INC245,209$8.1B1.81%Share
37COLLECTIVE FAMILY OFFICE LLC235,737$7.8B1.78%Share
38First Pacific Financial202,913$6.7B0.87%Share
39Addison Advisors LLC199,886$6.6B1.48%Share
40Syverson Strege & Co178,735$5.9B1.39%Share
41OLD MISSION CAPITAL LLC164,699$5.4B0.12%Share
42ACORN CREEK CAPITAL LLC163,903$5.4B1.94%Share
43Equitable Holdings, Inc.176,139$5.0B34.18%Share
44McMill Wealth Management150,782$5.0B1.40%Share
45Integrity Wealth Solutions LLC147,789$4.9B1.93%Share
46MORRIS FINANCIAL CONCEPTS, INC.141,113$4.6B1.63%Share
47Broadway Wealth Solutions, Inc.137,443$4.5B2.42%Share
48Tillman Hartley LLC133,066$4.4B1.10%Share
49CROBAN132,499$4.4B2.10%Share
50PINNEY & SCOFIELD, INC.132,293$4.4B2.47%Share

DFIS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025314$2.8T+175
Q3 2025139$613.3B-102
Q2 2025241$2.0T+4
Q1 2025237$1.9T+46
Q4 2024191$336.3T+63
Q3 2024128$429.4T+10
Q2 2024118$303.1T+12
Q1 2024106$812.6T—

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As of Q4 2025, 50 institutional investors hold DFIS (Dimensional - International Small Cap ETF). The largest holder is JONES FINANCIAL COMPANIES LLLP with $1.4T in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DFIS?

As of Q4 2025, 50 institutional investors report holding DFIS (Dimensional - International Small Cap ETF) in their 13F filings.

Who is the largest institutional holder of DFIS?

The largest institutional holder of DFIS is JONES FINANCIAL COMPANIES LLLP with $1.4T in shares.

Is institutional ownership of DFIS increasing or decreasing?

This quarter, 13 institutions opened new positions in DFIS and 3 closed their positions.