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Disclosery

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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,716,121$435M0.41%-4,443,32413F-HRTimelineGroup
Matson Money. Inc.12,414,984$305M10.94%+85,86613F-HRTimeline
MATHER GROUP, LLC.10,678,258$262M3.4%+520,47313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,819,264$93.8M0.16%-195,77813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,075,112$51M0.4%-100,23313F-HRTimelineGroup
Creative Planningin group Creative Planning1,849,316$45.4M0.04%+1,783,95613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,649,029$40.5M0.01%+105,13013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,381,380$33.9M0.35%+118,67213F-HRTimelineGroup
TCI Wealth Advisors, Inc.1,293,194$31.8M2.65%+188,56913F-HRTimeline
Wescott Financial Advisory Group, LLC1,234,291$30.3M3.14%+23,90913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,167,811$28.7M0.48%+368,27913F-HR/ATimelineGroup
Evanson Asset Management, LLC1,147,462$28.2M1.93%+70,43813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,123,630$27.6M0.01%+78,53813F-HRTimelineGroup
Efficient Advisors, LLC1,039,443$25.5M1.64%+94,41113F-HRTimeline
Total Wealth Planning, LLC1,013,931$24.9M3.88%+62,16313F-HRTimeline
Index Fund Advisors, Inc.569,882$14M0.76%+61,46513F-HRTimeline
Merriman Wealth Management, LLC534,781$13.1M0.55%-23,94013F-HRTimeline
Root Financial Partners, LLC505,121$12.4M1.54%+124,04213F-HRTimeline
Ballentine Capital Advisors, Inc482,413$11.8M6.14%+5,19213F-HRTimeline
Corrigan Financial, Inc.481,862$11.8M2.71%+39,48813F-HRTimeline
Larson Financial Group LLC464,498$11.4M0.59%-37,66313F-HRTimeline
Planning Center, Inc.456,531$11.2M1.42%+2,07013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC455,782$11.2M0.02%+28,44413F-HRTimelineGroup
AIRE ADVISORS, LLC425,150$10.4M2.15%+26,40613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding398,218$9.78M+47,121Timeline
Wealth Management Nebraskain group Wealth Management Nebraska390,150$9.58M1.56%13F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.343,041$8.42M1.69%+43,88913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC342,119$8.4M0.19%-32,13013F-HRTimeline
Alesco Advisors, LLC, An ESL Co327,408$8.04M0.25%+40,53613F-HRTimeline
Tillman Hartley LLC326,636$8.02M2.3%+20,66213F-HRTimeline
Perritt Capital Management Inc318,459$7.82M4.06%+8,33413F-HRTimeline
OLD MISSION CAPITAL LLC291,122$7.15M0.17%-70,50313F-HRTimeline
Discipline Wealth Solutions, LLC286,879$7.04M3.26%+36,65313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO274,363$6.74M<0.01%+235,91913F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC272,653$6.7M2.33%-6,42213F-HRTimeline
KELLY FINANCIAL GROUP LLC262,054$6.43M2.29%13F-HRTimeline
Robinswood Financial LLC258,906$6.36M2.4%+15,30013F-HRTimeline
Beacon Pointe Advisors, LLC250,276$6.15M0.07%+3,94113F-HRTimeline
Allodium Investment Consultants, LLC240,807$5.91M4.94%13F-HRTimeline
Allworth Financial LP236,505$5.9M0.03%+226,74413F-HRTimeline
Tanager Wealth Management LLP233,977$5.75M0.75%+222,36113F-HRTimeline
Abacus Planning Group, Inc.232,397$5.71M1%+28,26513F-HRTimeline
Advisory Alpha, LLC226,886$5.57M0.2%+9,33113F-HRTimeline
Factor Wealth Management LTD220,254$5.41M1.8%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV205,803$5.05M1.49%+159,25213F-HRTimeline
Timonier Family Office, LTD.204,939$5.03M2.58%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLLECTIVE FAMILY OFFICE LLC197,507$4.85M1.33%+10,88613F-HRTimeline
Waverly Advisors, LLC185,812$4.56M0.07%+62,83613F-HRTimeline
Dynamic Advisor Solutions LLC184,396$4.53M0.2%+8,19713F-HRTimeline
Addison Advisors LLC180,880$4.44M1.24%+13,23313F-HRTimeline
ACORN CREEK CAPITAL LLC172,682$4.24M2.18%+7,46613F-HRTimeline
DAVENPORT & Co LLC161,050$3.95M0.02%+16,92713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…160,027$3.93M1.11%new13F-HRTimeline
LPL Financial LLC157,394$3.86M<0.01%+17,54413F-HRTimeline
Disciplined Investments, LLC153,089$3.76M1.85%+8,43713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding149,412$3.67M+3,021Timeline
MORGAN STANLEYin group MORGAN STANLEY149,302$3.67M<0.01%+5,18113F-HR/ATimelineGroup
Level Financial Advisors146,784$3.6M1.32%+28,32513F-HRTimeline
Tilson Financial Group, Inc.138,278$3.4M1.39%+9,10613F-HRTimeline
SACHEM HILL LLC137,960$3.39M0.71%+9,44913F-HRTimeline
Sequoia Financial Advisors, LLC137,156$3.37M0.03%+5,29313F-HR/ATimeline
LAM GROUP, INC.136,410$3.35M2.39%+33,23013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV136,135$3.34M0.01%-73,68813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC135,360$3.32M<0.01%+18613F-HRTimeline
MML INVESTORS SERVICES, LLC132,548$3.25M0.01%+3,27213F-HRTimeline
First Pacific Financial127,490$3.13M0.73%+32,77313F-HRTimeline
Navigoe, LLC126,921$3.12M3.04%13F-HRTimeline
Marcum Wealth, LLC124,586$3.06M0.27%+7,12213F-HRTimeline
Integrity Wealth Solutions LLC124,564$3.06M1.71%-5613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC123,436$3.03M<0.01%+24,09613F-HRTimelineGroup
Trinity Financial Advisors LLC115,597$2.83M1.08%+61,33613F-HRTimeline
McMill Wealth Management111,121$2.73M1.1%13F-HRTimeline
Broadway Wealth Solutions, Inc.105,150$2.58M1.96%13F-HRTimeline
Ariadne Wealth Management, LP99,836$2.56M1.17%+15,04213F-HRTimeline
Betterment LLC103,649$2.55M0.01%+10,93113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,492$2.52M0.01%+2,07713F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management102,316$2.51M0.08%+1,06813F-HRTimelineGroup
Martin Worley Group102,129$2.51M1.57%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.101,318$2.49M1.07%+12,31513F-HRTimeline
IAG Wealth Partners, LLC94,128$2.31M0.41%+9,41813F-HRTimeline
Orion Porfolio Solutions, LLC92,455$2.27M0.02%+39713F-HRTimeline
Orion Portfolio Solutions, LLC92,455$2.27M0.02%+39713F-HRTimeline
PINNEY & SCOFIELD, INC.88,439$2.17M1.64%13F-HRTimeline
Aurelius Family Office LLC85,187$2.09M1.06%13F-HRTimeline
Private Advisor Group, LLC84,032$2.06M0.01%+19,15113F-HRTimeline
PBMares Wealth Management LLC81,912$2.01M0.41%+27,73213F-HRTimeline
Ruedi Wealth Management, Inc.81,858$2.01M0.63%+12,84313F-HRTimeline
Austin Asset Management Co Inc77,041$1.89M0.38%-4,45813F-HRTimeline
Blue Trust, Inc.70,399$1.73M0.02%+29,04813F-HR/ATimeline
Avior Wealth Management, LLC66,471$1.63M0.06%+3,14413F-HRTimeline
AdvisorNet Financial, Inc64,512$1.58M0.13%-1,53913F-HRTimeline
Glass Jacobson Investment Advisors llc64,044$1.57M0.52%-5,70913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospect Financial Group LLC61,559$1.51M1.86%13F-HRTimeline
McNamara Financial Services, Inc.56,983$1.4M0.33%-4,84413F-HRTimeline
DiNuzzo Private Wealth, Inc.55,673$1.37M0.17%-30513F-HRTimeline
Sterling Wealth Management, Inc.53,421$1.31M0.48%+7,21713F-HRTimeline
PFG Advisors52,856$1.3M0.08%+4,72513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,718$1.27M<0.01%+33013F-HRTimeline
Provident Wealth Management, LLC49,802$1.22M0.41%-3,15413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.49,384$1.21M0.56%+12,68313F-HRTimeline
Syverson Strege & Co49,065$1.2M0.4%+32213F-HRTimeline
Mariner, LLCin group Mariner, LLC48,577$1.19M<0.01%+20613F-HRTimelineGroup
ERn Financial, LLC47,291$1.16M0.17%+2,27113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers44,884$1.1M<0.01%+18,78213F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC44,475$1.09M0.14%+12,15413F-HRTimeline
HighTower Advisors, LLC44,257$1.09M<0.01%+23,16813F-HRTimeline
Narus Financial Partners, LLC43,210$1.06M0.36%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS42,909$1.05M0.87%+7,70313F-HRTimeline
VANCE WEALTH, LLC42,279$1.04M0.4%+5,43013F-HRTimeline
CLG LLC41,127$1.01M0.36%13F-HRTimeline
JDH Wealth Management, LLC37,158$912K0.8%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.36,382$893K0.1%+4,20613F-HRTimeline
Arcadia Wealth Management, LLC36,175$888K0.45%+16,29813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…34,470$846K0.21%+5,54613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,367$844K<0.01%+6,11913F-HRTimelineGroup
Blume Capital Management, Inc.32,750$804K0.18%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,786$756K<0.01%+29,55213F-HRTimelineGroup
Chicago Partners Investment Group LLC30,761$750K0.02%+8,81913F-HRTimeline
WPWealth LLP30,027$737K0.15%+14,61313F-HRTimeline
Quent Capital, LLC29,767$731K0.08%+8,92513F-HRTimeline
Cambridge Investment Research Advisors,…28,612$703K<0.01%-2,57813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,370$697K0.04%+17,76813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC27,746$681K0.03%+4,05813F-HRTimelineGroup
Colony Family Offices, LLC27,518$676K0.21%+4313F-HRTimeline
CARDIFF PARK ADVISORS, LLC25,173$618K0.06%-16013F-HRTimeline
Squire Investment Management Company, L…24,962$613K0.27%+3,93013F-HRTimeline
MB Generational Wealth, LLC24,948$613K0.45%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC23,773$584K0.3%new13F-HRTimeline
Cahill Wealth Management, LLC22,732$558K0.28%+3613F-HRTimeline
SAX WEALTH ADVISORS, LLC22,594$555K0.04%-2,76813F-HRTimeline
NewEdge Advisors, LLC22,452$551K<0.01%+31813F-HRTimeline
Modera Wealth Management, LLC22,274$547K0.01%-49,20013F-HRTimeline
Ausdal Financial Partners, Inc.21,040$517K0.04%-37713F-HRTimeline
Aegis Wealth Management LLC19,565$480K0.33%13F-HRTimeline
Riggs Capital Management LLC19,348$475K0.47%13F-HRTimeline
Werba Rubin Papier Wealth Management19,216$472K0.11%+1813F-HRTimeline
Parkwoods Wealth Partners, LLC19,151$470K0.37%+11,68613F-HRTimeline
GTS SECURITIES LLC18,979$466K0.02%new13F-HRTimeline
Rockwood Wealth Management, LLC18,963$465K0.05%+12013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,577$432K0.01%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC16,938$416K0.24%new13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC15,277$410K0.27%+113F-HRTimeline
Rialto Wealth Management, LLC16,526$406K0.13%13F-HRTimeline
Quad-Cities Investment Group, LLC16,493$405K0.2%-1,01113F-HRTimeline
Tranquility Partners, LLC15,320$376K0.14%-1,25413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,215$374K<0.01%new13F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC15,132$372K0.18%-9,31013F-HRTimeline
Wealthspire Advisors, LLC14,640$359K<0.01%new13F-HRTimeline
DBK Financial Counsel, LLC14,358$353K0.36%-14813F-HRTimeline
AWM CAPITAL, LLC14,014$344K0.04%+1513F-HRTimeline
Vermillion Wealth Management, Inc.13,603$334K0.17%13F-HRTimeline
Five Oceans Advisors13,105$322K0.15%-81513F-HRTimeline
Sterling Financial Planning, Inc.13,084$321K0.12%+413F-HRTimeline
IFG Advisors, LLC13,050$320K0.06%+14713F-HRTimeline
Tortoise Investment Management, LLC13,037$320K0.03%+6,46013F-HR/ATimeline
NorthCrest Asset Manangement, LLC12,778$314K0.01%+48013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,165$299K0.01%-1,49013F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…11,966$294K0.09%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,919$293K0.06%013F-HRTimelineGroup
Abel Hall, LLC11,861$291K0.19%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,664$286K0.04%-13313F-HRTimeline
Fortis Capital Management LLC11,662$286K0.05%+7613F-HRTimeline
Cannon Financial Strategists, Inc.11,350$279K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,130$273K0.2%+5,67913F-HRTimeline
Burton Enright Welch10,971$269K0.06%+63913F-HRTimeline
&PARTNERS10,344$255K<0.01%-1,84313F-HRTimeline
Sollinda Capital Management LLC10,349$254K0.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,315$253K<0.01%+40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,956$244K<0.01%new13F-HRTimelineGroup
TAGStone Capital, Inc.9,128$224K0.11%new13F-HRTimeline
Stone Summit Wealth LLC8,996$221K0.07%-25013F-HRTimeline
CWM, LLCin group CWM, LLC8,951$220K<0.01%013F-HRTimelineGroup
Joseph Group Capital Management8,957$220K0.09%+5,74713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,745$215K0.01%-24013F-HRTimelineGroup
Freedom Investment Management, Inc.8,652$212K0.02%+42213F-HRTimeline
Clarity Capital Advisors, LLC8,608$211K0.14%+5713F-HRTimeline
GEN Financial Management, INC.8,322$204K0.13%13F-HRTimeline
Rehmann Capital Advisory Group8,301$204K0.01%new13F-HRTimeline
Family Office Research LLC8,258$203K0.09%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,302$179K<0.01%+6,20813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,032$173K<0.01%-41913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC6,794$167K0.04%+6413F-HRTimeline
MOTCO5,904$145K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,059$124K<0.01%+11113F-HRTimelineGroup
Pillar Financial Advisors, LLC4,336$106K0.08%13F-HRTimeline
Capital Investment Advisory Services, L…3,792$93.1K0.01%+413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,595$88.3K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3,430$84.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,183$78.2K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,176$77.4K<0.01%new13F-HRTimelineGroup
Fairman Group, LLC3,039$74.6K0.06%+2013F-HRTimeline
Bell Investment Advisors, Inc2,994$73.5K0.01%013F-HRTimeline
LRI Investments, LLC2,204$54.1K0.01%+1213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,055$50.4K0.03%+1413F-HRTimeline
EnRich Financial Partners LLC2,016$49.5K0.02%-413F-HRTimeline
Glen Eagle Advisors, LLC1,750$43K0.01%013F-HRTimeline
IFP Advisors, Inc1,666$40.9K<0.01%+13313F-HRTimeline
Smartleaf Asset Management LLC1,550$38K<0.01%-31113F-HRTimeline
COMERICA BANK1,497$36.8K<0.01%013F-HR/ATimeline
TruNorth Capital Management, LLC1,184$29.1K0.01%013F-HRTimeline