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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,132,198$1.07B0.73%+15,430,17213F-HRTimelineGroup
Matson Money. Inc.12,207,935$386M12.71%-267,87913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers7,988,238$253M0.37%+7,897,10513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,215,630$165M+513,559Timeline
FIRST CITIZENS BANK & TRUST CO3,428,196$108M2.34%+571,83013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,156,286$99.8M0.16%-187,49913F-HRTimelineGroup
Creative Planningin group Creative Planning2,361,977$74.7M0.06%+272,77113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,868,690$59.1M0.36%-254,74213F-HR/ATimelineGroup
MATHER GROUP, LLC.1,627,775$51.5M0.52%-215,83913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,603,456$50.7M0.4%+51,82213F-HRTimelineGroup
TCI Wealth Advisors, Inc.1,419,401$44.9M2.68%-1,21413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,357,127$42.9M0.02%+113,15613F-HRTimelineGroup
Wescott Financial Advisory Group, LLC1,320,123$41.8M3.75%-25,23213F-HRTimeline
Evanson Asset Management, LLC1,299,052$41.1M2.32%+126,75613F-HRTimeline
Composition Wealth, LLC1,175,521$37.2M0.56%+144,04613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,156,857$36.6M0.5%-2,00013F-HRTimelineGroup
Total Wealth Planning, LLC1,136,870$36M4.16%+53,02413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,027,348$32.5M+106,840Timeline
Efficient Advisors, LLC1,004,044$31.8M1.79%+15,19713F-HRTimeline
Modern Wealth Management, LLC960,560$30.4M0.6%+389,30313F-HRTimeline
Root Financial Partners, LLC893,588$28.3M1.74%+257,29913F-HRTimeline
Janney Montgomery Scott LLC631,530$20M0.05%new13F-HRTimeline
Index Fund Advisors, Inc.610,277$19.3M0.94%+14,29413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…608,380$19.2M0.01%+15,12213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC602,113$19M0.03%+75,18813F-HRTimelineGroup
Ballentine Capital Advisors, Inc488,815$15.5M6.84%+1,47113F-HRTimeline
Alesco Advisors, LLC, An ESL Co466,140$14.7M0.4%+71,60913F-HRTimeline
Planning Center, Inc.464,529$14.7M1.54%-4,38213F-HRTimeline
Tanager Wealth Management LLP461,886$14.6M1.53%+60,10013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.457,377$14.5M2.2%+40,11913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska455,151$14.4M1.72%+30,16613F-HRTimelineGroup
AIRE ADVISORS, LLC447,567$14.2M2.57%+6,41013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV444,716$14.1M2.58%+73,58813F-HRTimeline
Brand Asset Management Group, Inc.398,014$12.6M3.54%+43,78113F-HRTimeline
Advisory Alpha, LLC380,569$12.1M0.34%+18,72013F-HRTimeline
Larson Financial Group LLC371,195$11.7M0.41%-24,48413F-HRTimeline
Tillman Hartley LLC335,116$10.6M2.74%-10213F-HRTimeline
Abacus Planning Group, Inc.333,908$10.6M1.46%+62,24013F-HRTimeline
Discipline Wealth Solutions, LLC332,705$10.5M2.77%+26,54813F-HRTimeline
Timonier Family Office, LTD.320,037$10.1M3.32%+27,77513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC315,658$9.98M0.01%+285,39513F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…307,188$9.72M1.71%-4,39313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292,436$9.25M<0.01%-6,12813F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC286,930$9.08M2.41%-2,85713F-HRTimeline
Beacon Pointe Advisors, LLC282,891$8.95M0.08%+26,95913F-HRTimeline
Perritt Capital Management Inc282,482$8.93M4.23%-36,31613F-HRTimeline
Allodium Investment Consultants, LLC278,448$8.81M4.97%+16,21713F-HRTimeline
Sequoia Financial Advisors, LLC269,530$8.53M0.05%+144,50013F-HRTimeline
Allworth Financial LP267,334$8.46M0.04%+10,92713F-HRTimeline
Robinswood Financial LLC267,124$8.45M2.82%+1,72313F-HRTimeline
Factor Wealth Management LTD261,155$8.26M2.06%+6,47313F-HRTimeline
Quent Capital, LLC259,744$8.22M0.69%+33,48013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC254,217$8.04M2.41%-1,51613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC244,836$7.74M1.86%-4,41113F-HRTimeline
Vise Technologies, Inc.244,382$7.73M0.29%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC244,193$7.72M0.15%+2,13913F-HRTimeline
OLD MISSION CAPITAL LLC241,039$7.62M0.27%+187,61813F-HRTimeline
Disciplined Investments, LLC236,011$7.47M2.97%+10,24213F-HRTimeline
Level Financial Advisors232,628$7.36M2.07%+35,42113F-HRTimeline
AMI INVESTMENT MANAGEMENT INC227,245$7.19M1.67%+20,02713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…226,680$7.17M0.01%+37,89313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/221,253$7M<0.01%+28,32513F-HR/ATimelineGroup
SVB WEALTH LLC214,072$6.77M0.36%+32,29413F-HRTimeline
Waverly Advisors, LLC204,814$6.48M0.06%+12,03313F-HRTimeline
ACORN CREEK CAPITAL LLC199,805$6.32M2.39%+12,95413F-HRTimeline
Addison Advisors LLC196,429$6.21M1.44%+8,27213F-HRTimeline
Syverson Strege & Co187,909$5.94M1.42%-5,69413F-HRTimeline
LPL Financial LLC186,381$5.9M<0.01%+28,15513F-HRTimeline
First Pacific Financial185,167$5.86M0.81%+13,08813F-HRTimeline
Dynamic Advisor Solutions LLC181,880$5.75M0.17%+4,12613F-HRTimeline
DAVENPORT & Co LLC180,016$5.69M0.03%+9,96913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC172,131$5.45M0.16%+67,87713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…150,479$4.78M0.01%+19913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC150,213$4.75M0.01%+3,37013F-HRTimeline
McMill Wealth Management145,160$4.59M1.31%+1,42613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC140,807$4.45M0.37%+31,26813F-HRTimeline
PFG Private Wealth Management, LLC140,565$4.45M1.98%new13F-HRTimeline
Integrity Wealth Solutions LLC140,565$4.45M1.98%+6,46213F-HRTimeline
Tilson Financial Group, Inc.140,525$4.44M1.46%-6,31413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY140,301$4.44M<0.01%-7,35113F-HR/ATimelineGroup
Broadway Wealth Solutions, Inc.134,396$4.25M2.38%+7,17213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.132,153$4.18M1.51%+7,49713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,032$4.1M0.01%+33,85113F-HRTimelineGroup
PBMares Wealth Management LLC127,761$4.04M0.66%+7,12413F-HRTimeline
Trinity Financial Advisors LLC124,805$3.95M1.14%+5,50113F-HRTimeline
PINNEY & SCOFIELD, INC.121,543$3.84M2.39%+2,34613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding121,024$3.83M-13,185Timeline
SACHEM HILL LLC119,698$3.79M0.76%-8,06513F-HRTimeline
LAM GROUP, INC.118,995$3.76M2.33%-7,50013F-HRTimeline
Private Advisor Group, LLC118,320$3.74M0.02%+11,94413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109,640$3.47M0.12%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV101,410$3.21M0.01%-22,64013F-HRTimeline
Avior Wealth Management, LLC99,576$3.15M0.1%+29,87913F-HRTimeline
First Citizens Asset Management, Inc.95,053$3.01M1.07%+9,95013F-HR/ATimeline
Ariadne Wealth Management, LP94,542$2.98M1.34%-8,30613F-HRTimeline
CROBAN93,524$2.96M1.97%new13F-HRTimeline
IAG Wealth Partners, LLC93,251$2.95M0.35%+7,31613F-HRTimeline
Sterling Wealth Management, Inc.92,822$2.94M0.89%+9,95113F-HRTimeline
Betterment LLC87,121$2.76M0.01%+1,76513F-HRTimeline
Navigoe, LLC83,674$2.65M1.69%-3,25413F-HRTimeline
Waterfront Wealth Inc.82,544$2.61M0.53%new13F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.80,728$2.55M0.99%13F-HRTimeline
Aurelius Family Office LLC78,447$2.48M1.1%-3,61113F-HRTimeline
Parkwoods Wealth Partners, LLC78,368$2.48M0.85%+48,93613F-HRTimeline
MML INVESTORS SERVICES, LLC76,551$2.42M0.01%-13,72913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP75,597$2.39M<0.01%+1,25013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,458$2.39M<0.01%+7,99713F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.75,176$2.38M0.24%+91713F-HRTimeline
Austin Asset Management Co Inc74,160$2.35M0.43%-67013F-HRTimeline
Indie Asset Partners, LLC70,385$2.23M2.96%+56513F-HRTimeline
PFG Advisors70,008$2.21M0.09%+9,11013F-HRTimeline
Shore Point Advisors, LLC67,122$2.12M0.94%+26,74113F-HRTimeline
Blue Trust, Inc.66,421$2.1M0.02%+1,42113F-HRTimeline
Ruedi Wealth Management, Inc.65,983$2.09M0.58%+44313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC61,917$1.98M0.2%-5,63413F-HRTimeline
Prospect Financial Group LLC62,358$1.97M1.93%-25513F-HRTimeline
AdvisorNet Financial, Inc60,366$1.91M0.11%+1,39613F-HRTimeline
Orion Porfolio Solutions, LLC59,745$1.89M0.01%-34,19613F-HRTimeline
McNamara Financial Services, Inc.59,567$1.88M0.35%-313F-HRTimeline
VANCE WEALTH, LLC57,644$1.82M0.56%+11,72213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.56,879$1.8M0.64%+1,53013F-HRTimeline
Glass Jacobson Investment Advisors llc56,574$1.79M0.65%-4,61813F-HRTimeline
GEN Financial Management, INC.56,567$1.79M1.54%-3,28213F-HRTimeline
Mariner, LLCin group Mariner, LLC56,509$1.79M<0.01%+5,44013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,301$1.78M<0.01%+20,84913F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS55,114$1.74M1.01%+5,90013F-HRTimeline
Colony Family Offices, LLC51,660$1.63M0.42%+3,97513F-HRTimeline
ERn Financial, LLC51,042$1.61M0.32%+3,29213F-HRTimeline
DiNuzzo Private Wealth, Inc.51,341$1.59M0.18%-1,02513F-HRTimeline
Provident Wealth Management, LLC50,140$1.59M0.48%+4,99613F-HRTimeline
HighTower Advisors, LLC47,785$1.51M<0.01%+7,79113F-HRTimeline
Cambridge Investment Research Advisors,…47,352$1.5M<0.01%+4,56813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS46,827$1.48M<0.01%-1,31713F-HRTimeline
CLG LLC46,393$1.47M0.4%+3,19913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO42,620$1.35M<0.01%+3,84213F-HRTimelineGroup
WPWealth LLP40,947$1.3M0.21%+7113F-HRTimeline
Narus Financial Partners, LLC40,487$1.28M0.35%+4,85713F-HR/ATimeline
MOTCO39,511$1.25M0.11%+4,56913F-HRTimeline
Arcadia Wealth Management, LLC38,996$1.23M0.49%-1,76613F-HRTimeline
JDH Wealth Management, LLC38,328$1.21M0.86%+26613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…37,635$1.19M0.23%+7,32413F-HRTimeline
Tortoise Investment Management, LLC34,289$1.08M0.1%-2013F-HRTimeline
Chicago Partners Investment Group LLC32,317$1.03M0.03%+4013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,510$965K0.02%+7,51113F-HRTimeline
NewEdge Advisors, LLC26,337$833K<0.01%+3,91413F-HRTimeline
MB Generational Wealth, LLC24,744$783K0.5%13F-HRTimeline
Werba Rubin Papier Wealth Management23,812$753K0.12%+4,55313F-HRTimeline
DBK Financial Counsel, LLC23,755$751K0.63%+6,11313F-HRTimeline
Vermillion Wealth Management, Inc.23,239$735K0.2%+4,67313F-HRTimeline
Blume Capital Management, Inc.23,100$731K0.14%013F-HRTimeline
Crossmark Global Holdings, Inc.22,890$724K0.01%-1,47213F-HRTimeline
Modera Wealth Management, LLC22,761$720K0.01%013F-HRTimeline
Joseph Group Capital Management22,716$719K0.2%+14,26313F-HRTimeline
Financial Engines Advisors L.L.C.22,668$717K<0.01%+1913F-HRTimeline
Sollinda Capital Management LLC22,649$716K0.2%+5,71113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC22,177$701K0.3%-1,31013F-HRTimeline
Squire Investment Management Company, L…22,082$698K0.23%-24913F-HRTimeline
CARDIFF PARK ADVISORS, LLC21,414$677K0.05%+2,24213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC21,373$676K0.41%+913F-HRTimeline
Ausdal Financial Partners, Inc.21,339$675K0.03%+113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,215$639K0.01%-7713F-HRTimeline
Washington Trust Advisors, Inc.20,139$637K0.05%new13F-HRTimeline
Summit Financial, LLC19,561$619K0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC19,450$615K0.03%-14913F-HRTimeline
Rockwood Wealth Management, LLC18,963$600K0.05%013F-HRTimeline
&PARTNERS18,623$589K<0.01%+1,53813F-HRTimeline
Farther Finance Advisors, LLC18,532$586K0.01%+12,98613F-HRTimeline
rebel Financial LLC0$583K0.25%-18,46913F-HRTimelineAmount filed as zero, left out of ratios.
Quad-Cities Investment Group, LLC17,713$560K0.24%+1,48113F-HRTimeline
SUTTON PLACE INVESTORS LLC17,220$545K0.31%+36913F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,772$530K0.2%+2,52413F-HRTimeline
Savvy Advisors, Inc.15,835$501K0.02%+4,83813F-HRTimeline
Tranquility Partners, LLC15,672$496K0.17%013F-HRTimeline
Rather & Kittrell, Inc.15,601$493K0.09%+3,41013F-HRTimeline
Rialto Wealth Management, LLC15,067$477K0.12%-5,31313F-HRTimeline
Aegis Wealth Management LLC14,851$470K0.25%-4,71413F-HRTimeline
Wealthspire Advisors, LLC14,376$455K<0.01%+113F-HRTimeline
AWM CAPITAL, LLC13,982$442K0.04%-6813F-HRTimeline
New Dimensions Wealth Management, LLC13,829$437K0.38%-3,39513F-HRTimeline
Legacy Capital Wealth Partners, LLC13,588$430K0.09%+1,04713F-HRTimeline
COMERICA BANK12,465$394K<0.01%+2,82013F-HRTimeline
Partners in Financial Planning12,363$391K0.07%+3013F-HRTimeline
IFG Advisors, LLC12,011$380K0.06%-1,68813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,919$377K0.06%013F-HRTimelineGroup
Fortis Capital Management LLC11,896$376K0.05%+4213F-HRTimeline
Abel Hall, LLC11,819$374K0.15%-1313F-HRTimeline
Equita Financial Network, Inc.11,815$374K0.13%+10813F-HRTimeline
Sterling Financial Planning, Inc.11,562$366K0.12%-11513F-HRTimeline
Kingsview Wealth Management, LLC11,428$361K0.01%new13F-HRTimeline
Cannon Financial Strategists, Inc.11,350$359K0.05%013F-HRTimeline
Berman McAleer LLC11,345$359K0.05%13F-HRTimeline
Rehmann Capital Advisory Group11,328$358K0.02%+23413F-HRTimeline
NorthCrest Asset Manangement, LLC11,186$355K0.01%-25613F-HRTimeline
TAGStone Capital, Inc.11,227$355K0.14%+65813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,880$344K<0.01%+21013F-HRTimelineGroup
Burton Enright Welch10,332$327K0.05%-63913F-HRTimeline
Merit Financial Group, LLC9,995$316K<0.01%+513F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,983$316K0.01%+35713F-HRTimelineGroup
Cetera Investment Advisers9,845$311K<0.01%new13F-HRTimeline
Pacific Asset Management, LLC9,744$308K0.21%+913F-HRTimeline