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Disclosery

DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

322 managers (325 13F filers) reported a position in DFIS shares at 2025-12-31, 126,999,791 shares in all. 44 filers opened a position and 13 filers sold out during the quarter.

Managers
322
13F filers
325
New
44
Added
156
Reduced
65
Sold out
13
Shares held by filers
126,999,791

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLLP45,756,884$1.51B0.92%+11,624,68613F-HRTimelineGroup
Matson Money. Inc.12,138,643$400M12.64%-69,29213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers9,669,395$319M0.45%+1,681,15713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,334,094$176M+118,464Timeline
FIRST CITIZENS BANK & TRUST CO3,477,147$115M2.39%+48,95113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,601,517$85.7M0.12%-554,76913F-HR/ATimelineGroup
Creative Planningin group Creative Planning2,417,169$79.6M0.06%+55,19213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,687,512$55.6M0.47%+84,05613F-HRTimelineGroup
MATHER GROUP, LLC.1,563,088$51.5M0.53%-64,68713F-HRTimeline
TCI Wealth Advisors, Inc.1,441,448$47.5M2.62%+22,04713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,402,946$46.2M0.02%+45,81913F-HRTimelineGroup
Evanson Asset Management, LLC1,336,151$44M2.37%+37,09913F-HRTimeline
Wescott Financial Advisory Group, LLC1,294,191$42.6M3.72%-25,93213F-HRTimeline
Composition Wealth, LLC1,217,756$40.1M0.58%+42,23513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,213,980$40M0.23%-654,71013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,156,857$38.1M0.5%013F-HRTimelineGroup
Modern Wealth Management, LLC1,156,097$38.1M0.69%+195,53713F-HRTimeline
CWM, LLCin group CWM, LLC1,046,523$34.5M0.09%+1,038,52613F-HRTimelineGroup
Root Financial Partners, LLC1,036,706$34.1M1.76%+143,11813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,011,575$33.3M-15,773Timeline
Vise Technologies, Inc.916,244$30.2M0.59%+671,86213F-HRTimeline
Efficient Advisors, LLC840,773$27.7M1.62%-163,27113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC800,600$26.4M0.03%+484,94213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…691,613$22.8M0.01%+83,23313F-HR/ATimelineGroup
Janney Montgomery Scott LLC645,480$21.3M0.05%+13,95013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC638,091$21M0.03%+35,97813F-HRTimelineGroup
Index Fund Advisors, Inc.636,492$21M0.98%+26,21513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/616,320$20.3M<0.01%+395,06713F-HRTimelineGroup
Discipline Wealth Solutions, LLC591,483$19.5M3.61%+258,77813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.571,198$18.8M2.66%+113,82113F-HRTimeline
Alesco Advisors, LLC, An ESL Co537,602$17.7M0.46%+71,46213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV503,356$16.6M2.59%+58,64013F-HRTimeline
Ballentine Capital Advisors, Inc495,198$16.3M6.87%+6,38313F-HRTimeline
Tanager Wealth Management LLP490,135$16.1M1.61%+28,24913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska488,398$16.1M1.84%+33,24713F-HRTimelineGroup
AIRE ADVISORS, LLC453,534$14.9M2.73%+5,96713F-HRTimeline
Planning Center, Inc.432,360$14.2M1.45%-32,16913F-HRTimeline
Brand Asset Management Group, Inc.422,145$13.9M3.89%+24,13113F-HRTimeline
Advisory Alpha, LLC391,381$12.9M0.35%+10,81213F-HRTimeline
Guardian Wealth Management, LLC367,000$12.1M3.83%13F-HRTimeline
Larson Financial Group LLC365,207$12M0.4%-5,98813F-HRTimeline
Three Arch Wealth Management LLC355,501$11.7M2.19%13F-HRTimeline
Abacus Planning Group, Inc.353,710$11.7M1.55%+19,80213F-HRTimeline
SVB WEALTH LLC347,306$11.4M0.67%+133,23413F-HRTimeline
Shore Point Advisors, LLC344,482$11.3M4.8%+277,36013F-HRTimeline
Tillman Hartley LLC331,626$10.9M2.74%-3,49013F-HRTimeline
Timonier Family Office, LTD.330,672$10.9M3.46%+10,63513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…308,226$10.2M1.7%+1,03813F-HRTimeline
GEN Financial Management, INC.306,628$10.1M6.36%+250,06113F-HRTimeline
Allodium Investment Consultants, LLC301,959$9.95M5.04%+23,51113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO301,017$9.92M<0.01%+8,58113F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC294,832$9.71M2.47%+7,90213F-HRTimeline
Beacon Pointe Advisors, LLC290,129$9.56M0.07%+7,23813F-HRTimeline
Quent Capital, LLC286,081$9.42M0.68%+26,33713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC283,552$9.34M0.18%+39,35913F-HRTimeline
Rothschild Wealth LLC282,037$9.29M0.89%new13F-HR/ATimeline
Allworth Financial LP275,802$9.08M0.04%+8,46813F-HRTimeline
Robinswood Financial LLC275,470$9.07M2.9%+8,34613F-HRTimeline
Factor Wealth Management LTD271,826$8.95M1.93%+10,67113F-HRTimeline
Level Financial Advisors258,264$8.51M2.25%+25,63613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC252,149$8.31M2.41%-2,06813F-HRTimeline
LPL Financial LLC247,942$8.17M<0.01%+61,56113F-HRTimeline
Disciplined Investments, LLC247,726$8.16M3.14%+11,71513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC245,209$8.08M1.81%+17,96413F-HRTimeline
Sequoia Financial Advisors, LLC236,606$7.79M0.04%-32,92413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC235,737$7.77M1.78%-9,09913F-HRTimeline
SB Capital Management Inc217,142$7.15M2.62%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC207,363$6.83M0.19%+35,23213F-HR/ATimelineGroup
First Pacific Financial202,913$6.68M0.87%+17,74613F-HRTimeline
Addison Advisors LLC199,886$6.58M1.48%+3,45713F-HRTimeline
DAVENPORT & Co LLC185,037$6.1M0.03%+5,02113F-HRTimeline
Syverson Strege & Co178,735$5.89M1.39%-9,17413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.176,139$5.8M0.04%+165,25913F-HRTimelineGroup
OLD MISSION CAPITAL LLC164,699$5.43M0.21%-76,34013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,240$5.41M0.01%+33,20813F-HRTimelineGroup
ACORN CREEK CAPITAL LLC163,903$5.4M1.94%-35,90213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…158,688$5.33M0.01%+8,20913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC157,972$5.2M0.39%+17,16513F-HRTimeline
McMill Wealth Management150,782$4.97M1.4%+5,62213F-HRTimeline
Tilson Financial Group, Inc.150,256$4.95M1.52%+9,73113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC148,494$4.89M0.01%-1,71913F-HRTimeline
Integrity Wealth Solutions LLC147,789$4.87M1.93%+7,22413F-HRTimeline
Dynamic Advisor Solutions LLC145,965$4.81M0.15%-35,91513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.141,113$4.65M1.63%+8,96013F-HRTimeline
Broadway Wealth Solutions, Inc.137,443$4.53M2.42%+3,04713F-HRTimeline
CROBAN132,499$4.36M2.1%+38,97513F-HRTimeline
PINNEY & SCOFIELD, INC.132,293$4.36M2.47%+10,75013F-HRTimeline
Trinity Financial Advisors LLC132,128$4.35M1.22%+7,32313F-HRTimeline
Waverly Advisors, LLC125,689$4.14M0.03%-79,12513F-HRTimeline
Private Advisor Group, LLC121,846$4.01M0.02%+3,52613F-HRTimeline
SACHEM HILL LLC121,680$4.01M0.78%+1,98213F-HRTimeline
Willow Financial LLC120,681$3.98M4.04%13F-HRTimeline
LAM GROUP, INC.118,785$3.91M2.24%-21013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding112,380$3.7M-8,644Timeline
Williams Financial, LLC112,366$3.7M2.14%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management111,860$3.68M0.12%+2,22013F-HRTimelineGroup
M Holdings Securities, Inc.108,816$3.58M0.26%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC105,184$3.46M<0.01%+48,88313F-HRTimelineGroup
Avior Wealth Management, LLC101,471$3.34M0.1%+1,89513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV99,966$3.29M0.01%-1,44413F-HRTimeline
Ariadne Wealth Management, LP90,535$3.28M1.36%-4,00713F-HRTimeline
Sterling Wealth Management, Inc.98,481$3.24M0.93%+5,65913F-HRTimeline
First Citizens Asset Management, Inc.96,387$3.17M1.11%+1,33413F-HRTimeline
IAG Wealth Partners, LLC95,894$3.16M0.37%+2,64313F-HRTimeline
Broadhurst Jeffrey B93,188$3.07M3.19%13F-HRTimeline
Betterment LLC91,951$3.03M0.01%+4,83013F-HRTimeline
Waterfront Wealth Inc.83,951$2.98M0.57%+1,40713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,504$2.88M<0.01%+12,04613F-HRTimelineGroup
Strategic Wealth Advisors LLC86,280$2.84M2.43%13F-HRTimeline
Parkwoods Wealth Partners, LLC86,252$2.84M0.84%+7,88413F-HRTimeline
MML INVESTORS SERVICES, LLC79,013$2.6M0.01%+2,46213F-HRTimeline
Navigoe, LLC78,895$2.6M1.6%-4,77913F-HRTimeline
Aurelius Family Office LLC77,347$2.59M1.11%-1,10013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP77,024$2.54M<0.01%+1,42713F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.75,452$2.49M0.25%+27613F-HRTimeline
Cambridge Investment Research Advisors,…73,607$2.42M0.01%+26,25513F-HRTimeline
Blue Trust, Inc.72,478$2.39M0.03%+6,05713F-HRTimeline
Austin Asset Management Co Inc71,595$2.36M0.39%-2,56513F-HRTimeline
Sanctuary Advisors, LLC71,367$2.35M0.01%+62,49913F-HRTimeline
Indie Asset Partners, LLC68,885$2.27M2.53%-1,50013F-HRTimeline
Ruedi Wealth Management, Inc.66,773$2.2M0.58%+79013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC64,719$2.18M0.21%+2,80213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC64,450$2.12M0.13%13F-HRTimeline
Mariner, LLCin group Mariner, LLC64,414$2.12M<0.01%+7,90513F-HRTimelineGroup
Prospect Financial Group LLC62,253$2.05M1.91%-10513F-HRTimeline
Total Wealth Planning, LLC62,215$2.05M4.39%-1,074,65513F-HRTimeline
Colony Family Offices, LLC61,755$2.03M0.51%+10,09513F-HRTimeline
AdvisorNet Financial, Inc60,792$2M0.11%+42613F-HRTimeline
VANCE WEALTH, LLC60,036$1.98M0.59%+2,39213F-HR/ATimeline
McNamara Financial Services, Inc.58,517$1.93M0.37%-1,05013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.57,663$1.9M0.64%+78413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS54,241$1.87M0.95%-87313F-HRTimeline
Pursuit Wealth Management LLC56,390$1.86M1.6%13F-HRTimeline
Glass Jacobson Investment Advisors llc55,936$1.84M0.66%-63813F-HRTimeline
Provident Wealth Management, LLC54,295$1.79M0.53%+4,15513F-HRTimeline
ERn Financial, LLC52,995$1.75M0.33%+1,95313F-HRTimeline
PFG Advisors52,588$1.73M0.08%-17,42013F-HRTimeline
Ballast Financial Advisors LLC52,072$1.72M1.77%13F-HRTimeline
CLG LLC51,146$1.68M0.42%+4,75313F-HRTimeline
Frankly Finances, LLC49,982$1.65M1.56%13F-HR/ATimeline
Kane Co Wealth Management, Inc.49,967$1.65M1.45%13F-HRTimeline
Orion Porfolio Solutions, LLC48,453$1.6M0.01%-11,29213F-HRTimeline
DiNuzzo Private Wealth, Inc.48,138$1.59M0.17%-3,20313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY48,121$1.59M<0.01%-92,18013F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS46,898$1.54M<0.01%+7113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO46,377$1.53M<0.01%+3,75713F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…45,724$1.51M0.26%+8,08913F-HRTimeline
NewEdge Advisors, LLC44,008$1.45M0.01%+17,67113F-HRTimeline
MOTCO42,709$1.41M0.13%+3,19813F-HRTimeline
HighTower Advisors, LLC41,521$1.37M<0.01%-6,26413F-HRTimeline
WPWealth LLP40,727$1.34M0.21%-22013F-HRTimeline
Narus Financial Partners, LLC40,487$1.33M0.37%013F-HRTimeline
JDH Wealth Management, LLC38,130$1.26M0.86%-19813F-HRTimeline
Arcadia Wealth Management, LLC38,034$1.25M0.47%-96213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,590$1.24M0.02%+7,08013F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP36,563$1.2M0.02%+16,34813F-HRTimeline
Sollinda Capital Management LLC34,635$1.14M0.29%+11,98613F-HRTimeline
Tortoise Investment Management, LLC34,154$1.13M0.1%-13513F-HRTimeline
Chicago Partners Investment Group LLC29,693$1.05M0.03%-2,62413F-HRTimeline
DBK Financial Counsel, LLC31,645$1.04M0.8%+7,89013F-HRTimeline
Vermillion Wealth Management, Inc.26,546$874K0.36%+3,30713F-HRTimeline
MB Generational Wealth, LLC25,067$826K0.44%+32313F-HRTimeline
Farther Finance Advisors, LLC23,978$790K0.01%+5,44613F-HRTimeline
Werba Rubin Papier Wealth Management23,825$785K0.21%+1313F-HRTimeline
Blume Capital Management, Inc.23,100$761K0.14%013F-HRTimeline
Summit Financial, LLC23,056$759K0.01%+3,49513F-HRTimeline
Financial Engines Advisors L.L.C.22,668$747K<0.01%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC22,548$743K0.3%+37113F-HRTimeline
Modera Wealth Management, LLC22,396$738K0.01%-36513F-HRTimeline
Joseph Group Capital Management21,773$717K0.19%-94313F-HRTimeline
Kingsview Wealth Management, LLC21,111$695K0.01%+9,68313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC21,063$694K0.41%-31013F-HRTimeline
WEALTHSPAN PARTNERS, LLC21,060$694K0.25%+4,28813F-HRTimeline
CARDIFF PARK ADVISORS, LLC20,836$686K0.06%-57813F-HRTimeline
Ausdal Financial Partners, Inc.20,802$685K0.03%-53713F-HRTimeline
BIP Wealth, LLC20,743$683K0.02%new13F-HRTimeline
&PARTNERS20,334$670K<0.01%+1,71113F-HRTimeline
Washington Trust Advisors, Inc.20,227$666K0.05%+8813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,646$647K0.1%+7,72713F-HRTimelineGroup
Berman McAleer LLC19,139$630K0.09%+7,79413F-HRTimeline
Quad-Cities Investment Group, LLC19,125$630K0.26%+1,41213F-HRTimeline
Rockwood Wealth Management, LLC18,963$625K0.05%013F-HRTimeline
Squire Investment Management Company, L…18,586$612K0.19%-3,49613F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …17,739$584K0.55%13F-HRTimeline
Capital Investment Advisory Services, L…17,619$580K0.04%+8,11413F-HRTimeline
SUTTON PLACE INVESTORS LLC17,462$575K0.32%+24213F-HRTimeline
rebel Financial LLC16,765$552K0.24%+16,76513F-HRTimeline
Rather & Kittrell, Inc.16,712$550K0.09%+1,11113F-HRTimeline
Savvy Advisors, Inc.15,953$525K0.02%+11813F-HRTimeline
Tranquility Partners, LLC15,789$520K0.19%+11713F-HRTimeline
SAX WEALTH ADVISORS, LLC15,249$502K0.02%-4,20113F-HRTimeline
Rialto Wealth Management, LLC15,067$496K0.12%013F-HRTimeline
Wealthspire Advisors, LLC14,377$474K<0.01%+113F-HRTimeline
Legacy Capital Wealth Partners, LLC14,364$473K0.1%+77613F-HRTimeline
Compound Planning, Inc.14,283$470K0.01%+5,26313F-HRTimeline
Aegis Wealth Management LLC14,201$468K0.26%-65013F-HRTimeline
UBS Group AGin group UBS Group AG14,077$464K<0.01%+13,41413F-HRTimelineGroup
New Dimensions Wealth Management, LLC13,864$457K0.39%+3513F-HRTimeline
TAGStone Capital, Inc.12,902$425K0.16%+1,67513F-HRTimeline
Partners in Financial Planning12,403$409K0.07%+4013F-HRTimeline