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DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

230 managers (232 13F filers) reported a position in DFIS shares at 2024-12-31, 77,904,550 shares in all. 25 filers opened a position and 8 filers sold out during the quarter.

Managers
230
13F filers
232
New
25
Added
121
Reduced
36
Sold out
8
Shares held by filers
77,904,550

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Beaird Harris Wealth Management, LLC1,090$26.8K<0.01%013F-HRTimeline
Providence First Trust Co980$24.1K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …800$19.6K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC716$17.6K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.676$16.6K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG663$16.3K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.622$15.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…591$14.5K<0.01%013F-HRTimelineGroup
MAI Capital Management482$11.8K<0.01%new13F-HRTimeline
Asset Dedication, LLC458$11.2K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.388$9.52K0.01%+313F-HRTimeline
Cassady Schiller Wealth Management, LLC335$8.23K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC283$6.95K<0.01%+20613F-HRTimeline
Key Financial Inc243$5.97K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…216$5.38K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.199$4.89K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC192$4.71K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC188$4.62K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.181$4.45K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC171$4.2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC166$4.08K<0.01%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC130$3.19K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$982<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25$614<0.01%-26413F-HRTimelineGroup
Medallion Wealth Advisors, LLC25$614<0.01%13F-HRTimeline
Versant Capital Management, Inc24$589<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP17$417<0.01%013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.17$417<0.01%13F-HRTimeline
Operose Advisors LLC8$196<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$49<0.01%013F-HRTimelineGroup