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Disclosery

DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

355 managers (359 13F filers) reported a position in DFIS shares at 2026-06-30, 155,556,056 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
355
13F filers
359
New
44
Added
182
Reduced
72
Sold out
22
Shares held by filers
155,556,056

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,365,155$2.16B0.86%+2,617,96913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,098,700$459M0.52%+1,713,27213F-HRTimelineGroup
Matson Money. Inc.11,919,623$418M11.63%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,284,049$185M+142,383Timeline
FIRST CITIZENS BANK & TRUST CO3,214,071$113M1.68%+6,23613F-HRTimeline
UBS Group AGin group UBS Group AG2,800,232$98.1M0.02%+2,800,17113F-HRTimelineGroup
Creative Planningin group Creative Planning2,410,679$84.4M0.05%-16,18513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,224,202$77.9M0.13%+2,220,15813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,853,826$64.9M0.41%+113,99313F-HRTimelineGroup
Modern Wealth Management, LLC1,741,088$61M0.73%+478,35213F-HRTimeline
Root Financial Partners, LLC1,635,368$57.3M2.23%+516,72513F-HRTimeline
Vise Technologies, Inc.1,582,555$55.4M0.63%+666,31113F-HRTimeline
TCI Wealth Advisors, Inc.1,562,031$54.7M2.37%+135,63113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,498,139$52.5M0.02%+80,43313F-HRTimelineGroup
Evanson Financial, LLC1,430,072$50.1M2.45%13F-HRTimeline
Composition Wealth, LLC1,423,549$49.9M0.59%+126,58313F-HRTimeline
MATHER GROUP, LLC.1,363,387$47.8M0.42%-121,74313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,268,108$44.4M0.05%+579,74313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,213,154$42.5M0.02%+367,86413F-HRTimelineGroup
Wescott Financial Advisory Group, LLC1,198,371$42M3.25%+11,82813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,083,673$38M+48,715Timeline
Discipline Wealth Solutions, LLC1,014,876$35.6M3.1%+53,08613F-HRTimeline
Savant Capital, LLC980,075$34.3M0.1%-321,17313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/918,993$32.2M<0.01%+25,88113F-HRTimelineGroup
Index Fund Advisors, Inc.708,936$24.8M0.99%+32,05913F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC687,488$24.1M3.84%+46,33113F-HRTimeline
Bluespring Wealth Management, LLC681,890$23.9M0.46%new13F-HRTimeline
Janney Montgomery Scott LLC664,496$23.3M0.05%-1,68113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.659,583$23.1M2.93%+43,84513F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC650,636$22.8M<0.01%new13F-HRTimelineGroup
Shore Point Advisors, LLC621,981$21.8M7.45%+44,00913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV603,074$21.1M2.41%+32,16813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV601,708$21.1M0.03%+245,55213F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co591,702$20.7M0.47%+46,44613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska579,166$20.3M1.81%+48,80613F-HRTimelineGroup
Sherrill & Hutchins Financial Advisory,…550,660$19.3M9.22%+523,90813F-HRTimeline
Factor Wealth Management LTD515,377$18.1M2.73%+104,64013F-HRTimeline
Tanager Wealth Management LLP502,319$17.6M1.53%+2,75713F-HRTimeline
Ballentine Capital Advisors, Inc483,144$16.9M6.38%-9,89313F-HRTimeline
AIRE ADVISORS, LLC461,663$16.2M2.63%+4,39913F-HRTimeline
Advisory Alpha, LLC455,568$16M0.39%+32,80813F-HRTimeline
Brand Asset Management Group, Inc.453,219$15.9M3.51%+9,04113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP435,382$15.3M0.02%-2,356,06713F-HR/ATimelineGroup
Planning Center, Inc.413,172$14.5M1.37%+1,54113F-HRTimeline
Abacus Planning Group, Inc.389,220$13.6M1.69%+15,08613F-HRTimeline
Three Arch Wealth Management LLC383,932$13.4M2.06%+26,52013F-HRTimeline
SVB WEALTH LLC383,364$13.4M0.85%+21,52813F-HRTimeline
Guardian Wealth Management, LLC356,997$12.5M3.51%+30213F-HRTimeline
Tillman Hartley LLC350,563$12.3M2.76%+9,26213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…338,811$11.9M1.81%+22,05913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC333,265$11.7M<0.01%+111,84813F-HRTimelineGroup
Timonier Family Office, LTD.331,165$11.6M3.28%13F-HRTimeline
Berman McAleer LLC330,048$11.6M1.34%+306,49413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.328,781$11.5M0.01%+67,28513F-HRTimelineGroup
HighTower Advisors, LLC326,837$11.4M0.01%+285,55613F-HRTimeline
Larson Financial Group LLC323,415$11.3M0.3%-22,80013F-HRTimeline
Quent Capital, LLC318,328$11.2M0.69%+9,54113F-HRTimeline
GEN Financial Management, INC.311,963$10.9M6.54%-3,03813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP309,902$10.9M<0.01%+232,59413F-HRTimelineGroup
Allodium Investment Consultants, LLC308,750$10.8M4.59%+9,42713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO308,255$10.8M<0.01%+13,57713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC305,727$10.7M0.18%+16,28913F-HRTimeline
KELLY FINANCIAL GROUP LLC301,633$10.6M2.35%+15,34513F-HRTimeline
LPL Financial LLC300,540$10.5M<0.01%-150,33613F-HRTimeline
Beacon Pointe Advisors, LLC296,400$10.4M0.05%+4,59213F-HRTimeline
Level Financial Advisors286,576$10M2.24%+16,51913F-HRTimeline
Robinswood Financial LLC283,738$9.94M2.85%+5,94813F-HRTimeline
Allworth Financial LP275,073$9.64M0.04%-3,53513F-HRTimeline
Disciplined Investments, LLC274,142$9.6M3.1%+12,12413F-HR/ATimeline
Rothschild Wealth LLC262,784$9.21M0.74%-25,16213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC262,173$9.18M0.21%+20,30113F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.261,318$9.15M0.69%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC257,792$9.03M2.31%-15613F-HRTimeline
AMI INVESTMENT MANAGEMENT INC253,197$8.87M1.89%+11,82413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC248,919$8.72M1.78%+8,25013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC246,108$8.62M1.39%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC243,338$8.52M0.01%-1,023,28613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.241,249$8.45M0.05%+39,14113F-HRTimelineGroup
First Pacific Financial233,965$8.2M0.98%+30,83113F-HRTimeline
Sequoia Financial Advisors, LLC192,518$6.74M0.03%-20,59413F-HRTimeline
DAVENPORT & Co LLC188,014$6.59M0.03%-2,99413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC178,444$6.25M0.44%+6,79213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…173,050$6.06M0.01%-5,40513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC164,688$5.77M0.01%+15,35713F-HRTimeline
Tilson Financial Group, Inc.163,392$5.72M1.57%+8,10013F-HRTimeline
M Holdings Securities, Inc.157,890$5.53M0.76%+47,10913F-HRTimeline
Integrity Wealth Solutions LLC152,202$5.33M1.97%+8,19913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…170,265$5.28M0.01%+54,66213F-HRTimeline
Apella Capital, LLC148,026$5.25M0.07%+3,52013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.149,367$5.23M1.6%-1,64213F-HRTimeline
Dynamic Advisor Solutions LLC144,823$5.07M0.14%-3,04613F-HRTimeline
Trinity Financial Advisors LLC143,084$5.01M1.29%+3,25213F-HRTimeline
Broadway Wealth Solutions, Inc.141,525$4.96M2.32%+5,89513F-HRTimeline
ACORN CREEK CAPITAL LLC141,400$4.95M1.66%-6,26413F-HRTimeline
PINNEY & SCOFIELD, INC.136,162$4.77M2.33%+3,31213F-HRTimeline
CROBAN134,319$4.7M2.07%-42413F-HRTimeline
Waverly Advisors, LLC132,545$4.64M0.03%-3,61813F-HRTimeline
Syverson Strege & Co131,864$4.62M1.01%-45,08213F-HRTimeline
Parkwoods Wealth Partners, LLC130,671$4.58M0.74%+34,37913F-HRTimeline
Viaable, LLC127,912$4.5M3.74%13F-HRTimeline
SACHEM HILL LLC123,106$4.31M0.77%+4,62713F-HRTimeline
Addison Advisors LLC117,508$4.12M1.94%-81,58613F-HRTimeline
Williams Financial, LLC116,135$4.07M2.1%+5,15913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management115,366$4.04M0.12%+1,29713F-HRTimelineGroup
LAM GROUP, INC.114,245$4M1.99%+1013F-HRTimeline
IAG Wealth Partners, LLC112,576$3.94M0.39%+11,34713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding108,344$3.8M-4,644Timeline
Avior Wealth Management, LLC107,988$3.78M0.1%+3,53313F-HRTimeline
VANCE WEALTH, LLC106,965$3.75M0.84%+24,47113F-HRTimeline
Sterling Wealth Management, Inc.101,028$3.54M0.88%+75513F-HRTimeline
First Citizens Asset Management, Inc.98,369$3.45M1.1%-73613F-HRTimeline
Sanctuary Advisors, LLC97,605$3.42M0.02%+9,97713F-HRTimeline
Summit Financial, LLC93,848$3.29M0.04%+17,14113F-HRTimeline
Waterfront Wealth Inc.91,688$3.25M0.5%-2713F-HRTimeline
Ariadne Wealth Management, LP91,512$3.21M1.42%+49213F-HRTimeline
Mariner, LLCin group Mariner, LLC90,568$3.17M<0.01%+23,27113F-HRTimelineGroup
Betterment LLC88,164$3.09M0.01%+2,04913F-HRTimeline
Compound Planning, Inc.85,089$2.98M0.08%+47,86613F-HRTimeline
MML INVESTORS SERVICES, LLC82,924$2.9M0.01%+6,61613F-HRTimeline
Strategic Wealth Advisors LLC86,280$2.84M2.43%+2,12513F-HRTimeline
Aurelius Family Office LLC78,127$2.74M1.08%-31913F-HRTimeline
WEST PACES ADVISORS INC.76,747$2.69M0.45%+35,18013F-HRTimeline
Navigoe, LLC76,222$2.67M1.4%-46813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC75,592$2.65M0.21%+5,24813F-HRTimeline
Modera Wealth Management, LLC74,410$2.61M0.03%+53,46213F-HRTimeline
Austin Asset Management Co Inc73,769$2.58M0.36%+2,61913F-HRTimeline
Indie Asset Partners, LLC72,960$2.56M2.45%+1,50013F-HRTimeline
Ruedi Wealth Management, Inc.72,845$2.55M0.6%+1,39413F-HRTimeline
NewEdge Advisors, LLC69,071$2.42M0.01%+20,71613F-HRTimeline
Fortis Advisors, LLC66,958$2.35M1.1%+52913F-HRTimeline
Provident Wealth Management, LLC66,512$2.33M0.6%+6,43513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.65,304$2.29M0.2%-2913F-HRTimeline
Cambridge Investment Research Advisors,…63,815$2.23M0.01%-12,74213F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…63,619$2.23M0.05%new13F-HRTimelineGroup
AdvisorNet Financial, Inc63,411$2.22M0.1%+2,59613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS62,978$2.21M0.86%+7,07113F-HRTimeline
Colony Family Offices, LLC62,108$2.18M0.48%+10713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO61,455$2.15M<0.01%+8,01313F-HRTimelineGroup
Prospect Financial Group LLC60,906$2.13M1.72%+14113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,779$2.09M<0.01%-38,64413F-HRTimelineGroup
ERn Financial, LLC57,717$2.02M0.33%+2,08713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.56,656$1.98M0.64%13F-HRTimeline
PFG Advisors56,460$1.98M0.1%+45813F-HRTimeline
MOTCO56,365$1.97M0.17%+4,27313F-HRTimeline
McNamara Financial Services, Inc.55,372$1.94M0.33%+28613F-HRTimeline
CLG LLC55,306$1.94M0.43%+1,95513F-HRTimeline
FIRST UNITED BANK & TRUST55,130$1.93M0.56%new13F-HRTimeline
Glass Jacobson Investment Advisors llc54,615$1.91M0.6%-93913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC54,181$1.9M0.03%new13F-HRTimeline
Frankly Finances, LLC53,162$1.86M1.47%+3,85013F-HR/ATimeline
Ballast Financial Advisors LLC51,835$1.82M1.64%+8513F-HRTimeline
Farther Finance Advisors, LLC51,584$1.81M0.01%+7,54813F-HRTimeline
Kane Co Wealth Management, Inc.51,554$1.81M1.37%+1,77813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…50,548$1.77M0.26%+4,36313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,173$1.69M<0.01%+6313F-HRTimeline
BIP Wealth, LLC47,630$1.67M0.05%+17,36513F-HRTimeline
DiNuzzo Private Wealth, Inc.47,037$1.65M0.16%-97013F-HRTimeline
Sollinda Capital Management LLC45,805$1.6M0.34%+8,00413F-HRTimeline
InTrack Investment Management Inc45,549$1.6M0.79%+36,81313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP45,304$1.59M0.02%+5,07113F-HRTimeline
Private Advisor Group, LLC44,596$1.56M0.01%-84,41913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP43,307$1.52M0.02%-57113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY43,079$1.51M<0.01%-5,79413F-HRTimelineGroup
Noble Wealth Partners LLC41,571$1.46M1.26%13F-HRTimeline
Tortoise Investment Management, LLC40,921$1.43M0.11%+59713F-HRTimeline
Vermillion Wealth Management, Inc.39,619$1.39M0.33%-1,49113F-HRTimeline
Narus Financial Partners, LLC39,334$1.38M0.35%-66813F-HRTimeline
WPWealth LLP39,207$1.37M0.2%-7,89513F-HRTimeline
JDH Wealth Management, LLC39,028$1.37M0.83%013F-HRTimeline
Arkadios Wealth Advisors34,052$1.19M0.02%+9,49113F-HRTimeline
Werba Rubin Papier Wealth Management33,627$1.18M0.14%+8,72913F-HRTimeline
Orion Porfolio Solutions, LLC32,053$1.12M0.01%-4,62813F-HRTimeline
DBK Financial Counsel, LLC31,763$1.11M0.93%+13813F-HRTimeline
Arcadia Wealth Management, LLC30,854$1.08M0.34%-5,29113F-HRTimeline
&PARTNERS30,246$1.06M<0.01%+1,23113F-HRTimeline
Broadhurst Jeffrey B24,870$871K1.85%-70,09113F-HRTimeline
MB Generational Wealth, LLC24,744$867K0.43%013F-HRTimeline
Chicago Partners Investment Group LLC23,989$842K0.02%-5,71513F-HRTimeline
GARRISON POINT ADVISORS, LLC23,637$828K0.34%new13F-HRTimeline
Integras Partners LLC23,146$811K0.45%+3513F-HRTimeline
Blume Capital Management, Inc.23,100$809K0.12%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC22,927$803K0.42%+1,13013F-HRTimeline
WEALTHSPAN PARTNERS, LLC21,999$771K0.24%+83013F-HRTimeline
Capital Investment Advisory Services, L…21,824$765K0.05%+4,17413F-HRTimeline
Kingsview Wealth Management, LLC21,747$762K0.01%+1,52013F-HRTimeline
NorthCrest Asset Manangement, LLC21,171$746K0.02%+13,55713F-HRTimeline
Nuveen, LLCin group TIAA20,502$718K<0.01%new13F-HRTimelineGroup
West Wealth Group, LLC20,014$701K0.11%+23713F-HRTimeline
Ausdal Financial Partners, Inc.19,771$693K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.19,720$691K0.05%+17413F-HRTimeline
Quad-Cities Investment Group, LLC19,478$682K0.25%+51213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,934$674K+9,740Timeline
CARDIFF PARK ADVISORS, LLC19,139$670K0.05%-1,13213F-HRTimeline
Financial Engines Advisors L.L.C.19,003$666K<0.01%-4,19213F-HRTimeline
Rockwood Wealth Management, LLC18,963$664K0.04%013F-HRTimeline
Joseph Group Capital Management18,744$657K0.14%-22313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC18,702$655K0.24%-1,19213F-HRTimeline
Savvy Advisors, Inc.18,637$653K0.01%-49113F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …18,588$651K0.51%+75213F-HRTimeline
SUTTON PLACE INVESTORS LLC17,462$612K0.3%013F-HRTimeline