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Disclosery

DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

242 managers (245 13F filers) reported a position in DFIS shares at 2025-03-31, 90,321,499 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
242
13F filers
245
New
28
Added
124
Reduced
55
Sold out
12
Shares held by filers
90,321,499

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Farther Finance Advisors, LLC3,915$101K<0.01%+73213F-HRTimeline
AE Wealth Management LLC3,597$92.9K<0.01%+16713F-HRTimeline
Bell Investment Advisors, Inc2,994$77.4K0.01%013F-HRTimeline
Fairman Group, LLC3,043$74.6K0.07%+413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,829$73.1K<0.01%-2,23013F-HRTimelineGroup
LRI Investments, LLC2,206$57K0.01%+213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,057$53.2K0.03%+213F-HRTimeline
Glen Eagle Advisors, LLC1,750$45.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,550$40.6K<0.01%013F-HRTimeline
IFP Advisors, Inc1,534$39.6K<0.01%-13213F-HRTimeline
COMERICA BANK1,497$38.7K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,184$30.6K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,090$28.2K<0.01%013F-HRTimeline
Arax Advisory Partners1,046$27K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.845$19.7K<0.01%-2,33113F-HRTimelineGroup
SITTNER & NELSON, LLC758$19.6K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…719$18.6K<0.01%-6,31313F-HRTimelineGroup
HOWE & RUSLING INC716$18.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG663$17.1K<0.01%013F-HRTimelineGroup
Prudent Man Investment Management, Inc.676$16.6K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…591$15.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC549$14.2K<0.01%new13F-HRTimeline
MAI Capital Management483$12.5K<0.01%+113F-HRTimeline
Asset Dedication, LLC458$11.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC448$11.6K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.388$10K0.01%013F-HRTimeline
Dakota Community Bank & Trust NA346$8.94K0.04%new13F-HRTimeline
Signature Resources Capital Management,…304$7.86K0.01%new13F-HRTimeline
Key Financial Inc243$6.28K<0.01%013F-HRTimeline
Bogart Wealth, LLC192$4.96K<0.01%013F-HRTimeline
GAMMA Investing LLC168$4.34K<0.01%new13F-HR/ATimeline
Golden State Wealth Management, LLC166$4.29K<0.01%013F-HR/ATimeline
Whipplewood Advisors, LLC8$3.98K<0.01%new13F-HRTimeline
CX Institutional67$2K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC77$1.99K<0.01%-20613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$1.03K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC25$647<0.01%013F-HRTimeline
Versant Capital Management, Inc24$620<0.01%013F-HRTimeline
Fairway Wealth LLC23$594<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.17$439<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP15$388<0.01%-213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-21613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.