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Disclosery

DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

261 managers (264 13F filers) reported a position in DFIS shares at 2025-06-30, 81,688,150 shares in all. 28 filers opened a position and 7 filers sold out during the quarter.

Managers
261
13F filers
264
New
28
Added
116
Reduced
84
Sold out
7
Shares held by filers
81,688,150

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CWM, LLCin group CWM, LLC7,708$230K<0.01%013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.7,624$228K<0.01%new13F-HRTimeline
HANOVER ADVISORS INC7,275$217K0.09%new13F-HRTimeline
RAM Investment Partners, LLC7,176$214K0.04%new13F-HRTimeline
HRT FINANCIAL LP7,138$212K<0.01%-1,51313F-HRTimeline
Stone Summit Wealth LLC7,014$209K0.06%-1,90813F-HRTimeline
Cherry Tree Wealth Management, LLC6,740$201K0.05%-5413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,685$199K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,543$195K<0.01%-5,62213F-HRTimelineGroup
Nalls Sherbakoff Group, LLC6,469$193K0.14%+1,88613F-HRTimeline
EP Wealth Advisors, LLC6,200$185K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,546$165K<0.01%+1,63113F-HRTimeline
AlphaCore Capital LLC4,990$149K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC4,336$129K0.09%013F-HRTimeline
AE Wealth Management LLC3,428$102K<0.01%-16913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,420$102K<0.01%-3,13713F-HRTimelineGroup
LRI Investments, LLC3,228$96.3K0.01%+1,02213F-HRTimeline
Fairman Group, LLC3,089$92.2K0.08%+4613F-HRTimeline
Global Retirement Partners, LLC2,474$73.8K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC1,750$52.2K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,600$47.7K0.02%-45713F-HRTimeline
Smartleaf Asset Management LLC1,502$44.6K<0.01%-4813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,410$42.1K<0.01%+69113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,352$40.3K<0.01%+26213F-HRTimeline
TruNorth Capital Management, LLC1,184$35.3K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,140$34K<0.01%+47713F-HRTimelineGroup
Arax Advisory Partners1,046$31.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV834$24.9K<0.01%new13F-HRTimeline
MAI Capital Management801$23.9K<0.01%+31813F-HRTimeline
HOWE & RUSLING INC791$23.6K<0.01%+7513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN696$20.8K<0.01%-2,13313F-HRTimelineGroup
PRIVATE TRUST CO NA661$19.7K<0.01%new13F-HRTimeline
Team Financial Group, LLC649$19.4K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC625$18.6K<0.01%+7613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…591$17.6K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.562$16.8K<0.01%-28313F-HRTimelineGroup
Prudent Man Investment Management, Inc.676$16.6K0.01%013F-HRTimeline
Ridgewood Investments LLC530$15.8K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC489$14.6K0.01%-26913F-HRTimeline
CENTRAL TRUST Co476$14.2K<0.01%new13F-HRTimeline
Asset Dedication, LLC458$13.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC448$13.4K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.394$11.8K0.01%+613F-HRTimeline
Signature Resources Capital Management,…304$9.07K0.01%013F-HRTimeline
Key Financial Inc243$7.25K<0.01%013F-HRTimeline
Bogart Wealth, LLC192$5.73K<0.01%013F-HRTimeline
GAMMA Investing LLC168$5.01K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC166$4.95K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC156$4.66K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc134$4K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…129$3.85K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC70$2.09K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC40$1.19K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC26$776<0.01%-5113F-HRTimeline
Medallion Wealth Advisors, LLC25$746<0.01%013F-HRTimeline
Versant Capital Management, Inc24$716<0.01%013F-HRTimeline
Fairway Wealth LLC23$686<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton21$627<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP15$448<0.01%013F-HRTimelineGroup
Abound Wealth Management13$394<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.