Who Owns DFIS?
Dimensional - International Small Cap ETF — Institutional Ownership & 13F Holdings
$34.81
-0.40 (-1.14%)
Market Cap
$5.6B
Shares Outstanding
146,394,807
Institutional Holders
237
Total Inst. Value
$2.0B
% of Float Held
—
QoQ Holder Change
+131
Institutional data as of Q1 2025
New Positions
64
Closed Positions
18
Increased
100
Decreased
43
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $476.7M | 18,230,993 |
| 2 | Matson Money. Inc. | $322.4M | 12,475,814 |
| 3 | MATHER GROUP, LLC. | $295.0M | 11,415,836 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $116.9M | 4,523 |
| 5 | FIRST CITIZENS BANK & TRUST CONew | $97.9M | 3,790,191 |
| 6 | Savant Capital, LLC | $45.8M | 1,774,252 |
| 7 | TCI Wealth Advisors, Inc. | $36.5M | 1,411,360 |
| 8 | Wescott Financial Advisory Group, LLC | $35.2M | 1,361,318 |
| 9 | BANK OF MONTREAL /CAN/ | $31.0M | 1,199,831 |
| 10 | Forum Financial Management, LP | $30.0M | 1,161,557 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +515K | $476.7M |
| Matson Money. Inc. | +61K | $322.4M |
| MATHER GROUP, LLC. | +738K | $295.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +928 | $116.9M |
| FIRST CITIZENS BANK & TRUST CONew | +3.8M | $97.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Savant Capital, LLC | -301K | $45.8M |
| Corient Private Wealth LLC | -229K | $93K |
| Advisory Alpha, LLC | -212K | $380K |
| Forvis Mazars Wealth Advisors, LLC | -72K | $7.0M |
| Creative Planning | -44K | $47K |
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Frequently Asked Questions
How many institutional investors hold DFIS?
As of Q1 2025, 237 institutional investors report holding DFIS (Dimensional - International Small Cap ETF) in their 13F filings.
Which hedge fund owns the most DFIS?
The largest institutional holder of DFIS is JONES FINANCIAL COMPANIES LLLP with $476.7M in shares.
Are institutions buying or selling DFIS?
This quarter, 64 institutions opened new positions in DFIS and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.