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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,702,026$556M0.42%+290,67213F-HRTimelineGroup
Matson Money. Inc.12,475,814$372M12.9%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,702,071$140M-901,928Timeline
Corient Private Wealth LPin group Corient Private Wealth LP3,343,785$99.8M0.13%-246,02713F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO2,856,366$85.2M1.54%-933,82513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,123,432$63.4M0.46%+354,28913F-HR/ATimelineGroup
Creative Planningin group Creative Planning2,089,206$62.3M0.05%+284,16613F-HRTimelineGroup
MATHER GROUP, LLC.1,843,614$55M0.59%-9,572,22213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,551,634$46.3M0.43%+111,54713F-HRTimelineGroup
TCI Wealth Advisors, Inc.1,420,615$42.4M2.91%+9,25513F-HRTimeline
Wescott Financial Advisory Group, LLC1,345,355$40.1M3.84%-15,96313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,243,971$37.1M0.02%+44,14013F-HRTimelineGroup
Evanson Asset Management, LLC1,172,296$35M2.17%+39,75713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,158,857$34.6M0.53%-2,70013F-HRTimelineGroup
Total Wealth Planning, LLC1,083,846$32.3M4.09%+13,15313F-HRTimeline
Composition Wealth, LLC1,031,475$30.8M0.52%new13F-HRTimeline
Efficient Advisors, LLC988,847$29.5M1.76%-38,84713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding920,508$27.5M-37,186Timeline
Root Financial Partners, LLC636,289$19M1.84%+27,93213F-HRTimeline
Index Fund Advisors, Inc.595,983$17.8M1%+10,69713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…593,258$17.7M0.01%+588,73513F-HRTimelineGroup
Modern Wealth Management, LLC571,257$17M0.42%new13F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC526,925$15.7M0.03%+38,06913F-HRTimelineGroup
Ballentine Capital Advisors, Inc487,344$14.5M6.89%-6,27013F-HRTimeline
Planning Center, Inc.468,911$14M1.55%-8,23813F-HRTimeline
AIRE ADVISORS, LLC441,157$13.2M2.55%-9,83113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska424,985$12.6M1.71%+27,49213F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.417,258$12.5M2.13%+3,50513F-HRTimeline
Tanager Wealth Management LLP401,786$12M1.41%+83,01213F-HRTimeline
Larson Financial Group LLC395,679$11.8M0.47%-42,02513F-HRTimeline
Alesco Advisors, LLC, An ESL Co394,531$11.8M0.34%+32,07513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV371,128$11.1M2.41%+53,18713F-HRTimeline
Advisory Alpha, LLC361,849$10.8M0.34%+22,30813F-HRTimeline
Brand Asset Management Group, Inc.354,233$10.6M3.95%+173,93513F-HRTimeline
Tillman Hartley LLC335,218$10M2.83%-6,33413F-HRTimeline
Perritt Capital Management Inc318,798$9.51M4.91%+1,67613F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…311,581$9.3M2.28%+6,23713F-HRTimeline
Discipline Wealth Solutions, LLC306,157$9.14M3.5%+13,08613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO298,564$8.91M<0.01%+18,74613F-HRTimelineGroup
Timonier Family Office, LTD.292,262$8.72M3.26%+28,95213F-HRTimeline
KELLY FINANCIAL GROUP LLC289,787$8.65M2.5%+19,69913F-HRTimeline
Abacus Planning Group, Inc.271,668$8.11M1.21%+20,83713F-HR/ATimeline
Robinswood Financial LLC265,401$7.92M2.8%-6,17713F-HRTimeline
Allodium Investment Consultants, LLC262,231$7.82M4.95%+10,14913F-HRTimeline
Allworth Financial LP256,407$7.65M0.04%-74613F-HRTimeline
Beacon Pointe Advisors, LLC255,932$7.64M0.08%-1,93713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC255,733$7.63M2.43%+2,03813F-HRTimeline
Factor Wealth Management LTD254,682$7.6M2.08%+21,66413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC249,247$7.44M1.91%+35,03913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC242,054$7.22M0.16%-27,90613F-HRTimeline
Quent Capital, LLC226,264$6.75M0.65%+192,32613F-HRTimeline
Disciplined Investments, LLC225,769$6.74M2.85%+28,21913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC207,218$6.18M1.6%new13F-HRTimeline
Level Financial Advisors197,207$5.88M1.83%+25,66213F-HRTimeline
Syverson Strege & Co193,603$5.78M1.36%+141,71813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/192,928$5.76M<0.01%+142,02513F-HRTimelineGroup
Waverly Advisors, LLC192,781$5.75M0.06%-22,39513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…188,787$5.63M0.01%new13F-HRTimelineGroup
Addison Advisors LLC188,157$5.61M1.4%+33713F-HRTimeline
ACORN CREEK CAPITAL LLC186,851$5.58M2.31%+13,51713F-HRTimeline
SVB WEALTH LLC181,778$5.42M0.29%-61,72813F-HRTimeline
Dynamic Advisor Solutions LLC177,754$5.3M0.16%-9,50513F-HRTimeline
First Pacific Financial172,079$5.13M0.76%+14,66213F-HRTimeline
DAVENPORT & Co LLC170,047$5.07M0.03%-5,93813F-HRTimeline
LPL Financial LLC158,226$4.72M<0.01%+21,49313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…150,280$4.51M0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY147,652$4.41M<0.01%-6,64813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC146,843$4.38M0.01%+6,41813F-HRTimeline
Tilson Financial Group, Inc.146,839$4.38M1.65%+2,60313F-HRTimeline
McMill Wealth Management143,734$4.28M1.42%-45513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding134,209$4M-7,346Timeline
Integrity Wealth Solutions LLC134,103$4M1.95%+3,82713F-HRTimeline
Martin Worley Group134,056$4M1.96%+15,89013F-HRTimeline
SACHEM HILL LLC127,763$3.81M0.78%-18,18213F-HRTimeline
Broadway Wealth Solutions, Inc.127,224$3.8M2.36%+5,41113F-HRTimeline
LAM GROUP, INC.126,495$3.77M2.52%-87513F-HRTimeline
Sequoia Financial Advisors, LLC125,030$3.73M0.03%-9,54013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.124,656$3.72M1.48%+11,22313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV124,050$3.7M0.01%-6,98013F-HRTimeline
PBMares Wealth Management LLC120,637$3.6M0.66%+17,38613F-HRTimeline
Trinity Financial Advisors LLC119,304$3.56M1.09%+2,43613F-HRTimeline
PINNEY & SCOFIELD, INC.119,197$3.56M2.41%+11,72313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109,640$3.27M0.12%-1,17213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC109,539$3.27M0.29%+57,39513F-HRTimeline
Ariadne Wealth Management, LP102,848$3.17M1.52%+1,85613F-HRTimeline
Private Advisor Group, LLC106,376$3.17M0.02%+14,39213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC104,254$3.11M0.1%+43,09113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,181$2.9M0.01%-11,85713F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC93,941$2.8M0.02%+16,26013F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers91,133$2.72M<0.01%+25,36513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC90,280$2.69M0.01%-34,29513F-HRTimeline
Navigoe, LLC86,928$2.59M1.96%-25,38413F-HRTimeline
IAG Wealth Partners, LLC85,935$2.56M0.34%-13,65713F-HRTimeline
Betterment LLC85,356$2.55M0.01%-8,23113F-HRTimeline
First Citizens Asset Management, Inc.85,103$2.54M0.9%-27,59313F-HR/ATimeline
Sterling Wealth Management, Inc.82,871$2.47M0.84%13F-HRTimeline
Aurelius Family Office LLC82,058$2.45M1.16%-77213F-HRTimeline
Austin Asset Management Co Inc74,830$2.23M0.43%-1,85313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP74,347$2.22M<0.01%new13F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.74,259$2.22M0.24%+46,27113F-HRTimeline
Indie Asset Partners, LLC69,820$2.08M3.79%new13F-HRTimeline
Avior Wealth Management, LLC69,697$2.08M0.07%+88813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC67,551$2.02M0.23%-89213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,461$2.01M<0.01%-4,49913F-HR/ATimelineGroup
Ruedi Wealth Management, Inc.65,540$1.96M0.58%-16,95813F-HRTimeline
Blue Trust, Inc.65,000$1.94M0.02%+5,30513F-HRTimeline
Prospect Financial Group LLC62,613$1.87M1.95%+1,28613F-HRTimeline
Glass Jacobson Investment Advisors llc61,192$1.83M0.7%-2,85213F-HRTimeline
PFG Advisors60,898$1.82M0.08%+4,17013F-HRTimeline
GEN Financial Management, INC.59,849$1.79M1.46%+49,12613F-HRTimeline
McNamara Financial Services, Inc.59,570$1.78M0.35%-4,80813F-HRTimeline
AdvisorNet Financial, Inc58,970$1.76M0.11%-15913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,634$1.75M<0.01%-791,17813F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.55,349$1.65M0.65%+4,13513F-HRTimeline
OLD MISSION CAPITAL LLC53,421$1.59M0.04%-434,31013F-HRTimeline
DiNuzzo Private Wealth, Inc.52,366$1.56M0.19%-3,33213F-HRTimeline
Mariner, LLCin group Mariner, LLC51,069$1.52M<0.01%+50913F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS49,214$1.47M1.01%+4,80713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,144$1.44M<0.01%-1,56413F-HRTimeline
ERn Financial, LLC47,750$1.42M0.3%-1,23413F-HRTimeline
Colony Family Offices, LLC47,685$1.42M0.37%+18,28313F-HRTimeline
VANCE WEALTH, LLC45,922$1.37M0.46%-7,06313F-HRTimeline
Provident Wealth Management, LLC45,144$1.35M0.44%+1,17613F-HRTimeline
CW Advisors, LLC43,464$1.3M0.01%-3,01513F-HRTimeline
CLG LLC43,194$1.29M0.4%+82513F-HRTimeline
Cambridge Investment Research Advisors,…42,784$1.28M<0.01%+7,44713F-HRTimeline
WPWealth LLP40,876$1.22M0.22%+8,71713F-HRTimeline
Arcadia Wealth Management, LLC40,762$1.22M0.53%+4,08113F-HRTimeline
Shore Point Advisors, LLC40,381$1.2M0.58%+63113F-HRTimeline
HighTower Advisors, LLC39,994$1.19M<0.01%+1,73213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO38,778$1.16M<0.01%new13F-HRTimelineGroup
JDH Wealth Management, LLC38,062$1.14M0.87%+70713F-HRTimeline
Narus Financial Partners, LLC35,630$1.06M0.33%-5,39813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,452$1.06M<0.01%+14,36813F-HRTimelineGroup
MOTCO34,942$1.04M0.1%+18,73413F-HRTimeline
Tortoise Investment Management, LLC34,309$1.02M0.1%+17,36513F-HRTimeline
Chicago Partners Investment Group LLC32,277$994K0.03%+1,50113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…30,311$904K0.2%-1,14613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,263$903K<0.01%-301,57313F-HRTimelineGroup
Parkwoods Wealth Partners, LLC29,432$878K0.51%+2,97113F-HRTimeline
Crossmark Global Holdings, Inc.24,362$724K0.01%-4,42113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC23,487$701K0.31%-71013F-HRTimeline
Blume Capital Management, Inc.23,100$689K0.14%-9,65013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,999$686K0.02%+5,07413F-HRTimeline
Modera Wealth Management, LLC22,761$679K0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.22,649$676K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC22,423$669K<0.01%+32313F-HRTimeline
Squire Investment Management Company, L…22,331$666K0.25%-2,62913F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC21,364$638K0.41%+4,72213F-HRTimeline
Ausdal Financial Partners, Inc.21,338$637K0.04%-28513F-HRTimeline
Rialto Wealth Management, LLC20,380$608K0.17%-9113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,292$606K0.01%+2,71313F-HRTimeline
SAX WEALTH ADVISORS, LLC19,599$585K0.04%-2,99713F-HRTimeline
Werba Rubin Papier Wealth Management19,259$575K0.11%+4013F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,172$572K0.05%+1,32613F-HRTimeline
Rockwood Wealth Management, LLC18,963$566K0.05%013F-HRTimeline
Vermillion Wealth Management, Inc.18,566$554K0.26%+2,17813F-HRTimeline
rebel Financial LLC18,469$551K0.25%13F-HRTimeline
DBK Financial Counsel, LLC17,642$526K0.48%+3,28413F-HRTimeline
New Dimensions Wealth Management, LLC17,224$514K0.47%+20213F-HRTimeline
&PARTNERS17,085$510K<0.01%+1,62413F-HRTimeline
Aegis Wealth Management LLC19,565$506K0.3%013F-HRTimeline
Sollinda Capital Management LLC16,938$505K0.13%+2,66913F-HRTimeline
SUTTON PLACE INVESTORS LLC16,851$503K0.3%-8713F-HRTimeline
Quad-Cities Investment Group, LLC16,232$484K0.22%-76413F-HRTimeline
M Holdings Securities, Inc.16,146$480K0.08%new13F-HRTimeline
Tranquility Partners, LLC15,672$468K0.17%+35213F-HRTimeline
Wealthspire Advisors, LLC14,375$429K<0.01%-26513F-HRTimeline
WEALTHSPAN PARTNERS, LLC14,248$425K0.18%+52713F-HRTimeline
AWM CAPITAL, LLC14,050$419K0.04%+3313F-HRTimeline
IFG Advisors, LLC13,699$409K0.07%+68613F-HRTimeline
Legacy Capital Wealth Partners, LLC12,541$374K0.09%new13F-HRTimeline
Partners in Financial Planning12,333$368K0.07%new13F-HRTimeline
Rather & Kittrell, Inc.12,191$364K0.07%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,919$356K0.07%013F-HRTimelineGroup
Fortis Capital Management LLC11,854$354K0.06%+17713F-HRTimeline
Abel Hall, LLC11,832$353K0.16%013F-HRTimeline
Equita Financial Network, Inc.11,707$349K0.14%+3,63313F-HRTimeline
Sterling Financial Planning, Inc.11,677$348K0.12%-1,77513F-HRTimeline
NorthCrest Asset Manangement, LLC11,442$343K0.01%+13013F-HRTimeline
Cannon Financial Strategists, Inc.11,350$339K0.05%013F-HRTimeline
Rehmann Capital Advisory Group11,094$331K0.02%-68413F-HRTimeline
Savvy Advisors, Inc.10,997$328K0.02%+3,00413F-HRTimeline
Burton Enright Welch10,971$327K0.06%013F-HRTimeline
TAGStone Capital, Inc.10,569$324K0.13%+1,01013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,670$318K<0.01%+46513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC10,299$307K0.04%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC10,139$303K0.22%-99313F-HRTimeline
Merit Financial Group, LLC9,990$298K<0.01%new13F-HRTimeline
Pacific Asset Management, LLC9,735$290K0.23%+76513F-HRTimeline
Freedom Investment Management, Inc.9,651$288K0.02%+1,01213F-HRTimeline
COMERICA BANK9,645$288K<0.01%+8,14813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,626$287K0.01%-19,47113F-HRTimelineGroup
Five Oceans Advisors9,426$281K0.12%-1,88013F-HRTimeline
Capital Investment Advisory Services, L…9,224$275K0.02%+1,50913F-HRTimeline
Clarity Capital Advisors, LLC8,748$261K0.15%+12913F-HRTimeline
Steward Partners Investment Advisory, L…8,725$260K<0.01%-65013F-HRTimeline
Joseph Group Capital Management8,453$252K0.08%-9713F-HR/ATimeline
Family Office Research LLC8,258$246K0.12%013F-HRTimeline
Geneos Wealth Management Inc.8,163$244K0.01%+9613F-HRTimeline