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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,411,354$481M0.43%+695,23313F-HR/ATimelineGroup
Matson Money. Inc.12,475,814$322M11.73%+60,83013F-HRTimeline
MATHER GROUP, LLC.11,415,836$295M3.41%+737,57813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,603,999$145M+3,954,970Timeline
FIRST CITIZENS BANK & TRUST CO3,790,191$97.9M2.49%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,589,812$92.8M0.15%-229,45213F-HRTimelineGroup
Creative Planningin group Creative Planning1,805,040$46.6M0.04%-44,27613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,769,143$45.7M0.39%-305,96913F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,440,087$37.2M0.46%+58,70713F-HRTimelineGroup
TCI Wealth Advisors, Inc.1,411,360$36.5M2.92%+118,16613F-HRTimeline
Wescott Financial Advisory Group, LLC1,361,318$35.2M3.65%+127,02713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,199,831$31M0.02%+76,20113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,161,557$30M0.5%-6,25413F-HRTimelineGroup
Evanson Asset Management, LLC1,132,539$29.3M2.07%-14,92313F-HRTimeline
Total Wealth Planning, LLC1,070,693$27.7M4.23%+56,76213F-HRTimeline
Efficient Advisors, LLC1,027,694$26.6M1.73%-11,74913F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding957,694$24.7M+559,476Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC849,812$22M0.02%new13F-HRTimelineGroup
Root Financial Partners, LLC608,357$15.7M1.68%+103,23613F-HRTimeline
Corrigan Financial, Inc.590,889$15.3M3.15%+109,02713F-HRTimeline
Index Fund Advisors, Inc.585,286$15.1M0.94%+15,40413F-HRTimeline
Ballentine Capital Advisors, Inc493,614$12.8M6.47%+11,20113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC488,856$12.6M0.03%+33,07413F-HRTimelineGroup
OLD MISSION CAPITAL LLC487,731$12.6M0.24%+196,60913F-HRTimeline
Planning Center, Inc.477,149$12.3M1.46%+20,61813F-HRTimeline
AIRE ADVISORS, LLC450,988$11.7M2.45%+25,83813F-HRTimeline
Larson Financial Group LLC437,704$11.3M0.54%-26,79413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.413,753$10.7M2.08%+70,71213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska397,493$10.3M1.56%+7,34313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co362,456$9.37M0.29%+35,04813F-HRTimeline
Tillman Hartley LLC341,552$8.83M2.57%+14,91613F-HRTimeline
Advisory Alpha, LLC339,541$8.77M0.3%+112,65513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC331,836$8.57M0.02%+208,40013F-HR/ATimelineGroup
Tanager Wealth Management LLP318,774$8.24M1.07%+84,79713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV317,941$8.22M2.2%+112,13813F-HRTimeline
Perritt Capital Management Inc317,122$8.19M4.52%-1,33713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…305,344$7.89M2.15%+145,31713F-HRTimeline
Discipline Wealth Solutions, LLC293,071$7.57M3.61%+6,19213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO279,818$7.23M<0.01%+5,45513F-HRTimelineGroup
Robinswood Financial LLC271,578$7.02M2.59%+12,67213F-HRTimeline
KELLY FINANCIAL GROUP LLC270,088$6.98M2.18%+8,03413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC269,960$6.98M0.17%-72,15913F-HRTimeline
Allworth Financial LP257,153$6.89M0.04%+20,64813F-HRTimeline
Timonier Family Office, LTD.263,310$6.8M3.01%+58,37113F-HRTimeline
Beacon Pointe Advisors, LLC257,869$6.66M0.07%+7,59313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC253,695$6.56M2.24%-18,95813F-HRTimeline
Allodium Investment Consultants, LLC252,082$6.51M4.81%+11,27513F-HRTimeline
Abacus Planning Group, Inc.250,831$6.48M1.14%+18,43413F-HRTimeline
SVB WEALTH LLC243,506$6.29M0.26%new13F-HRTimeline
Factor Wealth Management LTD233,018$6.02M1.85%+12,76413F-HRTimeline
Waverly Advisors, LLC215,176$5.56M0.07%+29,36413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC214,208$5.54M1.5%+16,70113F-HRTimeline
Disciplined Investments, LLC197,550$5.1M2.34%+44,46113F-HRTimeline
Addison Advisors LLC187,820$4.85M1.32%+6,94013F-HRTimeline
Dynamic Advisor Solutions LLC187,259$4.84M0.16%+2,86313F-HRTimeline
Brand Asset Management Group, Inc.180,298$4.66M1.94%new13F-HRTimeline
DAVENPORT & Co LLC175,985$4.55M0.03%+14,93513F-HRTimeline
ACORN CREEK CAPITAL LLC173,334$4.48M2.24%+65213F-HRTimeline
Level Financial Advisors171,545$4.43M1.51%+24,76113F-HRTimeline
First Pacific Financial157,417$4.07M0.83%+29,92713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY154,300$3.99M<0.01%+4,99813F-HRTimelineGroup
SACHEM HILL LLC145,945$3.77M0.74%+7,98513F-HRTimeline
Tilson Financial Group, Inc.144,236$3.73M1.47%+5,95813F-HRTimeline
McMill Wealth Management144,189$3.73M1.34%+33,06813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding141,555$3.66M-7,857Timeline
COMMONWEALTH EQUITY SERVICES, LLC140,425$3.63M0.01%+5,06513F-HRTimeline
LPL Financial LLC136,733$3.53M<0.01%-20,66113F-HRTimeline
Marcum Wealth, LLC134,710$3.48M0.3%+10,12413F-HRTimeline
Sequoia Financial Advisors, LLC134,570$3.48M0.03%-2,58613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV131,030$3.39M0.01%-5,10513F-HRTimeline
Integrity Wealth Solutions LLC130,276$3.37M1.82%+5,71213F-HRTimeline
LAM GROUP, INC.127,370$3.29M2.42%-9,04013F-HRTimeline
MML INVESTORS SERVICES, LLC124,575$3.22M0.01%-7,97313F-HRTimeline
Broadway Wealth Solutions, Inc.121,813$3.15M2.3%+16,66313F-HRTimeline
Martin Worley Group118,166$3.05M1.74%+16,03713F-HRTimeline
Trinity Financial Advisors LLC116,868$2.98M1.07%+1,27113F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.113,433$2.93M1.23%+12,11513F-HRTimeline
First Citizens Asset Management, Inc.112,696$2.91M1.13%new13F-HR/ATimeline
Navigoe, LLC112,312$2.9M2.51%-14,60913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110,812$2.86M0.09%+8,49613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,038$2.82M0.01%+6,54613F-HRTimelineGroup
Ariadne Wealth Management, LP100,992$2.8M1.46%+1,15613F-HRTimeline
PINNEY & SCOFIELD, INC.107,474$2.78M2.01%+19,03513F-HRTimeline
PBMares Wealth Management LLC103,251$2.67M0.53%+21,33913F-HRTimeline
IAG Wealth Partners, LLC99,592$2.57M0.4%+5,46413F-HRTimeline
Betterment LLC93,587$2.42M0.01%-10,06213F-HRTimeline
Private Advisor Group, LLC91,984$2.38M0.01%+7,95213F-HRTimeline
Aurelius Family Office LLC82,830$2.14M1.09%-2,35713F-HRTimeline
Ruedi Wealth Management, Inc.82,498$2.13M0.67%+64013F-HRTimeline
Orion Porfolio Solutions, LLC77,681$2.01M0.02%-14,77413F-HRTimeline
Orion Portfolio Solutions, LLC77,681$2.01M0.02%-14,77413F-HR/ATimeline
Austin Asset Management Co Inc76,683$1.98M0.41%-35813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,960$1.86M<0.01%+41,17413F-HR/ATimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC68,443$1.79M0.24%+23,96813F-HRTimeline
Avior Wealth Management, LLC68,809$1.78M0.07%+2,33813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers65,768$1.7M<0.01%+20,88413F-HRTimelineGroup
McNamara Financial Services, Inc.64,378$1.66M0.36%+7,39513F-HRTimeline
Prospect Financial Group LLC61,327$1.58M2.02%-23213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC61,163$1.58M0.06%+33,41713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc64,044$1.57M0.52%013F-HRTimeline
Blue Trust, Inc.59,695$1.54M0.02%-10,70413F-HRTimeline
AdvisorNet Financial, Inc59,129$1.53M0.11%-5,38313F-HRTimeline
PFG Advisors56,728$1.47M0.08%+3,87213F-HRTimeline
DiNuzzo Private Wealth, Inc.55,698$1.44M0.18%+2513F-HRTimeline
VANCE WEALTH, LLC52,985$1.37M0.51%+10,70613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC52,144$1.35M0.13%new13F-HRTimeline
Syverson Strege & Co51,885$1.34M0.43%+2,82013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.51,214$1.32M0.58%+1,83013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,903$1.32M<0.01%+16,53613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC50,560$1.31M<0.01%+1,98313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS49,708$1.28M<0.01%-2,01013F-HRTimeline
ERn Financial, LLC48,984$1.27M0.2%+1,69313F-HRTimeline
CW Advisors, LLC46,479$1.2M0.01%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS44,407$1.15M0.91%+1,49813F-HRTimeline
Provident Wealth Management, LLC43,968$1.14M0.39%-5,83413F-HRTimeline
CLG LLC42,369$1.09M0.38%+1,24213F-HRTimeline
Narus Financial Partners, LLC41,028$1.06M0.36%-2,18213F-HRTimeline
Shore Point Advisors, LLC39,750$1.03M0.54%new13F-HRTimeline
HighTower Advisors, LLC38,262$989K<0.01%-5,99513F-HRTimeline
JDH Wealth Management, LLC37,355$965K0.83%+19713F-HRTimeline
Arcadia Wealth Management, LLC36,681$948K0.47%+50613F-HRTimeline
Cambridge Investment Research Advisors,…35,337$913K<0.01%+6,72513F-HRTimeline
Quent Capital, LLC33,938$877K0.09%+4,17113F-HRTimeline
Blume Capital Management, Inc.32,750$846K0.19%013F-HRTimeline
Chicago Partners Investment Group LLC30,776$846K0.03%+1513F-HRTimeline
WPWealth LLP32,159$831K0.16%+2,13213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…31,457$813K0.2%-3,01313F-HRTimeline
Colony Family Offices, LLC29,402$760K0.24%+1,88413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,097$752K0.02%+20,35213F-HRTimelineGroup
Crossmark Global Holdings, Inc.28,783$740K0.01%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.27,988$723K0.09%-8,39413F-HRTimeline
Parkwoods Wealth Partners, LLC26,461$684K0.46%+7,31013F-HRTimeline
Squire Investment Management Company, L…24,960$645K0.27%-213F-HRTimeline
MB Generational Wealth, LLC24,948$645K0.48%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC24,197$625K0.32%+42413F-HRTimeline
Modera Wealth Management, LLC22,761$588K0.01%+48713F-HRTimeline
SAX WEALTH ADVISORS, LLC22,596$584K0.04%+213F-HRTimeline
Cahill Wealth Management, LLC22,570$583K0.3%-16213F-HRTimeline
NewEdge Advisors, LLC22,100$571K<0.01%-35213F-HRTimeline
Ausdal Financial Partners, Inc.21,623$559K0.04%+58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,084$545K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC20,471$529K0.17%+3,94513F-HRTimeline
Aegis Wealth Management LLC19,565$506K0.3%013F-HRTimeline
Werba Rubin Papier Wealth Management19,219$497K0.11%+313F-HRTimeline
Rockwood Wealth Management, LLC18,963$490K0.05%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,925$463K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC17,846$461K0.04%-7,32713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,579$454K0.01%+213F-HRTimeline
New Dimensions Wealth Management, LLC17,022$440K0.44%13F-HRTimeline
Quad-Cities Investment Group, LLC16,996$439K0.22%+50313F-HRTimeline
Tortoise Investment Management, LLC16,944$438K0.05%+3,90713F-HR/ATimeline
SUTTON PLACE INVESTORS LLC16,938$438K0.29%013F-HRTimeline
Vermillion Wealth Management, Inc.16,388$423K0.12%+2,78513F-HRTimeline
MOTCO16,208$419K0.04%+10,30413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC16,642$409K0.27%+1,36513F-HRTimeline
&PARTNERS15,461$405K<0.01%+5,11713F-HRTimeline
Tranquility Partners, LLC15,320$396K0.15%013F-HRTimeline
Wealthspire Advisors, LLC14,640$378K<0.01%013F-HRTimeline
DBK Financial Counsel, LLC14,358$371K0.37%013F-HRTimeline
Sollinda Capital Management LLC14,269$369K0.1%+3,92013F-HRTimeline
AWM CAPITAL, LLC14,017$362K0.04%+313F-HRTimeline
WEALTHSPAN PARTNERS, LLC13,721$355K0.16%-1,41113F-HRTimeline
Sterling Financial Planning, Inc.13,452$348K0.13%+36813F-HRTimeline
IFG Advisors, LLC13,013$336K0.06%-3713F-HRTimeline
Rather & Kittrell, Inc.12,191$315K0.07%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…11,966$309K0.09%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,919$308K0.06%013F-HRTimelineGroup
Abel Hall, LLC11,832$306K0.18%-2913F-HRTimeline
Rehmann Capital Advisory Group11,778$304K0.02%+3,47713F-HRTimeline
Fortis Capital Management LLC11,677$302K0.06%+1513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,165$299K0.01%013F-HRTimelineGroup
Cannon Financial Strategists, Inc.11,350$293K0.05%013F-HRTimeline
NorthCrest Asset Manangement, LLC11,312$292K0.01%-1,46613F-HRTimeline
Five Oceans Advisors11,306$292K0.14%-1,79913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,132$288K0.2%+213F-HRTimeline
Burton Enright Welch10,971$283K0.06%013F-HRTimeline
GEN Financial Management, INC.10,723$277K0.19%+2,40113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,299$266K0.04%-1,36513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,205$264K<0.01%+24913F-HRTimelineGroup
TAGStone Capital, Inc.9,559$247K0.12%+43113F-HRTimeline
Steward Partners Investment Advisory, L…9,375$242K<0.01%-94013F-HRTimeline
Pacific Asset Management, LLC8,970$232K0.21%new13F-HRTimeline
Stone Summit Wealth LLC8,922$231K0.08%-7413F-HRTimeline
Freedom Investment Management, Inc.8,639$223K0.02%-1313F-HRTimeline
HRT FINANCIAL LP8,651$223K<0.01%new13F-HRTimeline
Clarity Capital Advisors, LLC8,619$223K0.15%+1113F-HRTimeline
Joseph Group Capital Management8,550$221K0.08%-40713F-HRTimeline
Family Office Research LLC8,258$213K0.1%013F-HRTimeline
Equita Financial Network, Inc.8,074$209K0.07%new13F-HRTimeline
Geneos Wealth Management Inc.8,067$208K<0.01%+7,44513F-HRTimeline
Savvy Advisors, Inc.7,993$207K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…7,715$199K0.02%+3,92313F-HRTimeline
CWM, LLCin group CWM, LLC7,708$199K<0.01%-1,24313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC6,794$176K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,685$173K<0.01%-61713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,557$169K0.01%-21,81313F-HRTimelineGroup
AlphaCore Capital LLC4,990$129K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC4,583$118K0.1%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,523$117K<0.01%+92813F-HRTimelineGroup
Pillar Financial Advisors, LLC4,336$112K0.08%013F-HRTimeline