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Disclosery

DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

271 managers (274 13F filers) reported a position in DFIS shares at 2025-09-30, 109,575,844 shares in all. 26 filers opened a position and 15 filers sold out during the quarter.

Managers
271
13F filers
274
New
26
Added
144
Reduced
62
Sold out
15
Shares held by filers
109,575,844

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Curi Capital, LLC9,714$307K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,695$307K0.04%-60413F-HRTimeline
Capital Investment Advisory Services, L…9,505$301K0.02%+28113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,360$296K0.22%-77913F-HRTimeline
Five Oceans Advisors9,073$287K0.11%-35313F-HRTimeline
Compound Planning, Inc.9,020$285K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,945$283K<0.01%+22013F-HRTimeline
Sanctuary Advisors, LLC8,868$280K<0.01%new13F-HR/ATimeline
Clarity Capital Advisors, LLC8,779$278K0.15%+3113F-HRTimeline
Family Office Research LLC8,258$261K0.11%013F-HRTimeline
Geneos Wealth Management Inc.8,163$258K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC7,997$253K<0.01%+28913F-HRTimelineGroup
HANOVER ADVISORS INC7,275$230K0.09%013F-HRTimeline
RAM Investment Partners, LLC7,176$227K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,740$213K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,685$211K<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC6,486$205K0.14%+1713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,799$183K<0.01%-74413F-HRTimelineGroup
AE Wealth Management LLC5,096$161K<0.01%+1,66813F-HRTimeline
Advisory Services Network, LLC4,998$158K<0.01%new13F-HRTimeline
AlphaCore Capital LLC4,990$158K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC4,336$137K0.09%013F-HRTimeline
LRI Investments, LLC3,736$118K0.01%+50813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,523$111K<0.01%new13F-HRTimelineGroup
Fairman Group, LLC3,100$98K0.08%+1113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,765$87.5K<0.01%+2,06913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,603$82.3K0.01%+1,76913F-HRTimeline
Global Retirement Partners, LLC2,474$78.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,750$55.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,743$55.1K<0.01%-1,67713F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD1,600$50.6K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,502$47.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,410$44.6K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,352$42.8K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,184$37.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC860$27.2K<0.01%+23513F-HRTimeline
MAI Capital Management803$25.4K<0.01%+213F-HRTimeline
HOWE & RUSLING INC791$25K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG663$21K<0.01%-47713F-HRTimelineGroup
Team Financial Group, LLC649$20.5K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…591$18.7K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.562$17.8K<0.01%013F-HRTimelineGroup
EASTERN BANK530$16.8K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.676$16.6K0.01%013F-HRTimeline
SITTNER & NELSON, LLC489$15.5K0.01%013F-HRTimeline
Asset Dedication, LLC458$14.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC448$14.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC415$13.1K<0.01%+34513F-HRTimelineGroup
HHM Wealth Advisors, LLC407$12.9K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.396$12.5K0.01%+213F-HRTimeline
Cloud Capital Management, LLC370$11K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.340$10.8K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co311$9.84K<0.01%-16513F-HRTimeline
REAP Financial Group, LLC307$9.71K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC304$9.62K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…304$9.62K0.01%013F-HRTimeline
FMR LLCin group FMR LLC285$9.02K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC192$6.07K<0.01%013F-HRTimeline
GAMMA Investing LLC168$5.31K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC166$5.25K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.165$5.21K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.137$4.33K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC71$2.25K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.42$1.33K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$1.26K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30$949<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC26$822<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC25$791<0.01%013F-HRTimeline
Versant Capital Management, Inc24$759<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton21$664<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP11$348<0.01%-413F-HRTimelineGroup