Skip to content
Disclosery

DFIS DIMENSIONAL ETF TRUST

Follow

INTL SMALL CAP E (fund)

358 managers (362 13F filers) reported a position in DFIS shares at 2026-06-30, 155,582,139 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
358
13F filers
362
New
44
Added
185
Reduced
72
Sold out
22
Shares held by filers
155,582,139

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
Wealthspire Advisors, LLC17,194$602K<0.01%+2,79913F-HRTimeline
EQ WEALTH ADVISORS, LLC17,053$597K0.33%+2,53713F-HRTimeline
Tranquility Partners, LLC16,755$587K0.2%+45813F-HRTimeline
Rather & Kittrell, Inc.16,438$576K0.08%+8113F-HRTimeline
Everhart Financial Group, Inc.16,188$567K0.04%new13F-HRTimeline
United Advisor Group, LLC16,106$564K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…15,739$551K<0.01%+1,46913F-HRTimeline
Legacy Capital Wealth Partners, LLC15,623$547K0.1%-59413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,604$547K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC15,067$528K0.1%013F-HRTimeline
Cherry Tree Wealth Management, LLC14,702$515K0.1%+8,47713F-HRTimeline
CHOREO, LLC14,685$514K0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC14,927$503K0.02%-32213F-HRTimeline
Aegis Wealth Management LLC13,915$487K0.23%-28613F-HRTimeline
XY Planning Network, Inc.13,880$486K0.06%new13F-HRTimeline
Entelevest, LLC13,641$478K0.42%+1,56613F-HRTimeline
TAGStone Capital, Inc.13,165$461K0.15%+20013F-HRTimeline
New Dimensions Wealth Management, LLC12,919$453K0.34%-35313F-HRTimeline
Partners in Financial Planning12,793$448K0.07%+38213F-HRTimeline
Squire Investment Management Company, L…12,701$445K0.11%+19413F-HRTimeline
FMR LLCin group FMR LLC12,657$443K<0.01%+6,19413F-HRTimelineGroup
Pacific Asset Management, LLC12,555$440K0.22%+77113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,400$434K<0.01%013F-HRTimeline
Cetera Investment Advisers12,288$430K<0.01%+1,77713F-HRTimeline
Shearwater Capital LLC12,239$429K0.2%new13F-HRTimeline
EP Wealth Advisors, LLC12,171$426K<0.01%+67413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,116$424K<0.01%-1,71113F-HRTimelineGroup
Fortis Capital Management LLC12,107$424K0.05%+14413F-HRTimeline
AWM CAPITAL, LLC11,865$416K0.03%+14113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,774$412K0.02%+77313F-HRTimeline
180 WEALTH ADVISORS, LLC11,646$408K0.04%+3,72613F-HRTimeline
IFG Advisors, LLC11,588$406K0.06%+16613F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,421$400K0.16%+4,38313F-HRTimeline
Rehmann Capital Advisory Group11,264$395K0.02%+18613F-HRTimeline
Cannon Financial Strategists, Inc.11,158$391K0.04%-25613F-HRTimeline
Abel Hall, LLC11,100$389K0.07%-36313F-HRTimeline
Sterling Financial Planning, Inc.10,763$377K0.1%-2513F-HRTimeline
Merit Financial Group, LLC10,646$373K<0.01%+15713F-HR/ATimeline
Burton Enright Welch10,332$362K0.04%013F-HRTimeline
GRANVILLE CAPITAL, INC.10,286$360K0.16%013F-HRTimeline
Navigate Wealth Management, LLC9,614$339K0.21%+6413F-HRTimeline
Strategent Financial, LLC9,496$333K0.19%+1,32013F-HRTimeline
SeaCrest Wealth Management, LLC9,343$327K0.04%+4313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,124$320K0.18%+10513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,066$318K<0.01%-1,88313F-HRTimelineGroup
LWM Advisory Services, LLC8,999$315K0.56%new13F-HRTimeline
Clarity Capital Advisors, LLC8,934$313K0.13%+10613F-HRTimeline
CX Institutional8,910$312K0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,877$311K0.11%+9713F-HRTimeline
Signal Advisors Wealth, LLC8,877$311K0.02%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK8,798$308K0.14%+1,73413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,731$306K0.01%-7113F-HRTimelineGroup
Advisory Services Network, LLC8,639$303K<0.01%+32413F-HRTimeline
Family Office Research LLC8,258$289K0.11%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,081$283K0.06%+90813F-HRTimeline
HRT FINANCIAL LP8,099$283K<0.01%new13F-HRTimeline
HANOVER ADVISORS INC7,955$279K0.1%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,819$274K<0.01%+5813F-HRTimelineGroup
Cresset Asset Management, LLC7,673$269K<0.01%new13F-HRTimeline
Opus Financial Solutions LLC7,668$269K0.22%-2,91413F-HRTimeline
Geometric Wealth Advisors7,425$260K0.03%new13F-HRTimeline
Long Island Wealth Management, Inc.7,353$258K0.11%new13F-HRTimeline
Nalls Sherbakoff Group, LLC7,176$251K0.18%+213F-HRTimeline
Quantinno Capital Management LP7,053$247K<0.01%new13F-HRTimeline
Legacy Edge Advisors, LLC6,951$243K0.02%-4413F-HR/ATimeline
AE Wealth Management LLC6,696$235K<0.01%+23013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,685$234K<0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,254$219K0.03%new13F-HRTimeline
GEM Asset Management, LLC6,252$219K0.09%+5613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,244$219K<0.01%new13F-HRTimeline
Sterneck Capital Management, LLC6,225$218K0.09%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,094$213K<0.01%013F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.6,070$213K0.09%new13F-HRTimeline
Secure Asset Management, LLC5,861$205K0.03%-1,45813F-HRTimeline
Arax Advisory Partners5,593$196K<0.01%+4,54713F-HRTimeline
AlphaCore Capital LLC4,990$175K<0.01%013F-HRTimeline
Blue Trust, Inc.4,708$165K<0.01%-75,70913F-HRTimeline
LRI Investments, LLC4,023$141K0.01%+2113F-HRTimeline
Pillar Financial Advisors, LLC3,903$137K0.07%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,710$130K<0.01%+8113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,579$125K<0.01%+61513F-HRTimeline
Rachor Investment Advisory Services, LLC3,225$113K0.06%+48113F-HRTimeline
Fairman Group, LLC3,154$110K0.09%+3713F-HRTimeline
PRIVATE TRUST CO NA2,790$97.7K0.01%013F-HRTimeline
IFP Advisors, Inc2,570$90K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,991$69.7K<0.01%+1,89813F-HRTimeline
UMB Bank, n.a.1,990$69.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,941$68K<0.01%new13F-HRTimelineGroup
PROTECTIVE LIFE CORP1,902$66.6K0.48%-1,49313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,802$63.1K<0.01%-19213F-HRTimeline
Glen Eagle Advisors, LLC1,750$61.3K0.01%013F-HRTimeline
Dunhill Financial, LLC1,702$59.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,619$56.7K<0.01%-63813F-HRTimelineGroup
Smartleaf Asset Management LLC1,613$56.4K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,600$56K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…1,600$56K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,585$55.5K<0.01%-113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,325$46.4K<0.01%013F-HRTimelineGroup
Markowski Investments1,319$46.2K0.01%13F-HRTimeline
Global Retirement Partners, LLC1,298$45.5K<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC1,260$44.1K<0.01%-26213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,244$43.6K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.1,054$36.9K<0.01%+1313F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,018$35.7K<0.01%-14213F-HRTimelineGroup
Bravera Wealth914$32K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC860$30.1K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.893$29.4K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC833$29.2K0.01%013F-HRTimeline
Park Place Capital Corp818$28.7K<0.01%013F-HRTimeline
Hurley Capital, LLC764$26.8K0.01%+913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…757$26.5K0.01%new13F-HRTimeline
Parvin Asset Management, LLC734$25.7K0.02%013F-HRTimeline
IFG Advisory, LLC719$25.2K<0.01%new13F-HRTimeline
HOWE & RUSLING INC716$25.1K<0.01%013F-HRTimeline
Triumph Capital Management603$21.1K<0.01%-2113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…591$20.7K<0.01%013F-HRTimelineGroup
Gleason Group, Inc.568$19.9K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC489$17.1K0.01%013F-HRTimeline
JNBA Financial Advisors474$16.6K<0.01%013F-HRTimeline
Asset Dedication, LLC458$16K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC443$15.5K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC409$14.3K0.01%13F-HRTimeline
Strive Financial Group ,LLC398$13.9K0.01%+28513F-HR/ATimeline
Birchwood Financial Partners, Inc.377$13.2K0.01%+413F-HRTimeline
Trust Co321$11.2K<0.01%013F-HRTimeline
New England Capital Financial Advisors …319$11.2K<0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC309$10.8K<0.01%+25013F-HRTimeline
Signature Resources Capital Management,…304$10.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.290$10.2K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc249$8.72K<0.01%-24913F-HRTimeline
Archer Investment Corp249$8.72K<0.01%013F-HR/ATimeline
Lodestone Wealth Management LLC234$8.19K<0.01%+313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.237$8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\207$7.25K<0.01%-26013F-HRTimelineGroup
CoreCap Advisors, LLC193$6.75K<0.01%+113F-HRTimeline
Bogart Wealth, LLC192$6.73K<0.01%013F-HRTimeline
Register Financial Advisors LLC178$6.24K<0.01%new13F-HRTimeline
GAMMA Investing LLC168$5.88K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC166$5.82K<0.01%013F-HRTimeline
Copia Wealth Management164$5.75K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.163$5.71K<0.01%-6,00013F-HRTimeline
DecisionPoint Financial, LLC161$5.68K<0.01%+2413F-HRTimeline
Parkside Financial Bank & Trust139$4.87K<0.01%new13F-HRTimeline
YANKCOM Partnership125$4.38K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC114$3.99K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.85$2.98K<0.01%013F-HRTimelineGroup
SRH ADVISORS, LLC84$2.94K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.81$2.84K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$2.8K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC75$2.63K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC71$2.49K<0.01%013F-HRTimeline
Signature Equity Partners, LLC55$1.91K<0.01%new13F-HRTimeline
Key Financial Inc44$1.54K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC26$911<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC25$876<0.01%013F-HRTimeline
Versant Capital Management, Inc24$841<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23$806<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton21$736<0.01%013F-HRTimeline