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Disclosery

DFIS DIMENSIONAL ETF TRUST

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INTL SMALL CAP E (fund)

337 managers (340 13F filers) reported a position in DFIS shares at 2026-03-31, 143,433,554 shares in all. 37 filers opened a position and 14 filers sold out during the quarter.

Managers
337
13F filers
340
New
37
Added
164
Reduced
82
Sold out
14
Shares held by filers
143,433,554

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLLP58,747,186$1.92B0.92%+12,990,30213F-HRTimelineGroup
Matson Money. Inc.11,919,623$401M12.31%-219,02013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,385,428$383M0.53%+1,716,03313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,141,666$173M-192,428Timeline
FIRST CITIZENS BANK & TRUST CO3,207,835$108M2.27%-269,31213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,791,449$94M0.13%+189,93213F-HRTimelineGroup
Creative Planningin group Creative Planning2,426,864$81.7M0.06%+9,69513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,739,833$58.6M0.46%+52,32113F-HRTimelineGroup
MATHER GROUP, LLC.1,485,130$50M0.5%-77,95813F-HRTimeline
TCI Wealth Advisors, Inc.1,426,400$48M2.55%-15,04813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,417,706$47.7M0.02%+14,76013F-HRTimelineGroup
Evanson Asset Management, LLC1,401,653$47.2M2.53%+65,50213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,301,248$43.8M0.21%+87,26813F-HRTimelineGroup
Composition Wealth, LLC1,296,966$43.7M0.6%+79,21013F-HRTimeline
Modern Wealth Management, LLC1,262,736$43.1M0.74%+106,63913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,266,624$42.6M0.05%+466,02413F-HRTimelineGroup
Wescott Financial Advisory Group, LLC1,186,543$40M3.5%-107,64813F-HRTimeline
CWM, LLCin group CWM, LLC1,133,632$38.2M0.1%+87,10913F-HRTimelineGroup
Root Financial Partners, LLC1,118,643$37.7M1.74%+81,93713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,034,958$34.8M+23,383Timeline
Discipline Wealth Solutions, LLC961,790$32.4M3.41%+370,30713F-HRTimeline
Vise Technologies, Inc.916,244$30.2M0.59%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/893,112$30.1M<0.01%+276,79213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…845,290$28.5M0.02%+153,67713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC688,365$23.2M0.03%+50,27413F-HRTimelineGroup
Index Fund Advisors, Inc.676,877$22.8M1.03%+40,38513F-HRTimeline
Janney Montgomery Scott LLC666,177$22.4M0.06%+20,69713F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC641,157$21.6M3.81%+631,70913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.615,738$20.7M2.89%+44,54013F-HRTimeline
Shore Point Advisors, LLC577,972$19.5M7.69%+233,49013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV570,906$19.2M2.55%+67,55013F-HRTimeline
Alesco Advisors, LLC, An ESL Co545,256$18.4M0.47%+7,65413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska530,360$17.9M1.81%+41,96213F-HRTimelineGroup
Tanager Wealth Management LLP499,562$16.8M1.63%+9,42713F-HRTimeline
Ballentine Capital Advisors, Inc493,037$16.6M6.87%-2,16113F-HRTimeline
AIRE ADVISORS, LLC457,264$15.4M2.82%+3,73013F-HRTimeline
LPL Financial LLC450,876$15.2M<0.01%+202,93413F-HRTimeline
Efficient Advisors, LLC447,277$15.1M1.07%-393,49613F-HRTimeline
Brand Asset Management Group, Inc.444,178$15M3.89%+22,03313F-HRTimeline
Advisory Alpha, LLC422,760$14.2M0.39%+31,37913F-HRTimeline
Planning Center, Inc.411,631$13.9M1.4%-20,72913F-HRTimeline
Factor Wealth Management LTD410,737$13.8M2.6%+138,91113F-HRTimeline
Abacus Planning Group, Inc.374,134$12.6M1.7%+20,42413F-HRTimeline
SVB WEALTH LLC361,836$12.2M0.8%+14,53013F-HRTimeline
Guardian Wealth Management, LLC356,695$12.2M3.69%-10,30513F-HRTimeline
Three Arch Wealth Management LLC357,412$12M2.16%+1,91113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV356,156$12M0.02%+256,19013F-HRTimeline
Larson Financial Group LLC346,215$11.7M0.37%-18,99213F-HRTimeline
Tillman Hartley LLC341,301$11.5M2.89%+9,67513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…316,752$10.7M1.81%+8,52613F-HRTimeline
GEN Financial Management, INC.315,001$10.6M6.57%+8,37313F-HRTimeline
Quent Capital, LLC308,787$10.4M0.74%+22,70613F-HRTimeline
Allodium Investment Consultants, LLC299,323$10.1M4.83%-2,63613F-HRTimeline
Beacon Pointe Advisors, LLC291,808$9.83M0.05%+1,67913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC289,438$9.75M0.18%+5,88613F-HRTimeline
Rothschild Wealth LLC287,946$9.7M0.88%+5,90913F-HRTimeline
KELLY FINANCIAL GROUP LLC286,288$9.64M2.42%-8,54413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO294,678$9.62M<0.01%-6,33913F-HR/ATimelineGroup
Allworth Financial LP278,608$9.38M0.04%+2,80613F-HRTimeline
Robinswood Financial LLC277,790$9.35M2.94%+2,32013F-HR/ATimeline
Level Financial Advisors270,057$9.09M2.32%+11,79313F-HRTimeline
Disciplined Investments, LLC262,018$8.82M3.17%+14,29213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.261,496$8.8M0.01%+97,25613F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC257,948$8.69M2.48%+5,79913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC241,872$8.14M0.21%+34,50913F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC241,373$8.13M1.83%-3,83613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC240,669$8.1M1.82%+4,93213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC221,417$7.46M<0.01%+116,23313F-HRTimelineGroup
Sequoia Financial Advisors, LLC213,112$7.18M0.04%-23,49413F-HRTimeline
First Pacific Financial203,134$6.84M0.88%+22113F-HRTimeline
Addison Advisors LLC199,094$6.7M1.48%-79213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.202,108$6.66M0.04%+25,96913F-HRTimelineGroup
DAVENPORT & Co LLC191,008$6.43M0.04%+5,97113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…178,455$6.01M0.01%new13F-HRTimelineGroup
Syverson Strege & Co176,946$5.96M1.43%-1,78913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC171,652$5.78M0.46%+13,68013F-HRTimeline
Apella Capital, LLC144,506$5.26M0.08%new13F-HRTimeline
Tilson Financial Group, Inc.155,292$5.23M1.57%+5,03613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.151,009$5.08M1.73%+9,89613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,331$5.03M0.01%+83713F-HRTimeline
Dynamic Advisor Solutions LLC147,869$4.98M0.16%+1,90413F-HRTimeline
ACORN CREEK CAPITAL LLC147,664$4.97M1.77%-16,23913F-HRTimeline
Integrity Wealth Solutions LLC144,003$4.85M1.9%-3,78613F-HRTimeline
Trinity Financial Advisors LLC139,832$4.71M1.34%+7,70413F-HRTimeline
Waverly Advisors, LLC136,163$4.58M0.03%+10,47413F-HRTimeline
Broadway Wealth Solutions, Inc.135,630$4.57M2.36%-1,81313F-HRTimeline
CROBAN134,743$4.54M2.13%+2,24413F-HRTimeline
Willow Financial LLC134,670$4.53M4.59%+13,98913F-HRTimeline
OLD MISSION CAPITAL LLC132,971$4.48M0.11%-31,72813F-HRTimeline
PINNEY & SCOFIELD, INC.132,850$4.47M2.41%+55713F-HRTimeline
Private Advisor Group, LLC129,015$4.34M0.02%+7,16913F-HRTimeline
M Holdings Securities, Inc.110,781$4M0.27%+1,96513F-HRTimeline
SACHEM HILL LLC118,479$3.99M0.77%-3,20113F-HRTimeline
LAM GROUP, INC.114,235$3.85M2.11%-4,55013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management114,069$3.84M0.13%+2,20913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding112,988$3.8M+608Timeline
Williams Financial, LLC110,976$3.74M2.18%-1,39013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,603$3.66M0.01%-43,08513F-HRTimeline
Avior Wealth Management, LLC104,455$3.52M0.1%+2,98413F-HRTimeline
IAG Wealth Partners, LLC101,229$3.41M0.38%+5,33513F-HRTimeline
Sterling Wealth Management, Inc.100,273$3.38M0.93%+1,79213F-HRTimeline
First Citizens Asset Management, Inc.99,105$3.34M1.18%+2,71813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,423$3.31M<0.01%+10,91913F-HRTimelineGroup
Parkwoods Wealth Partners, LLC96,292$3.24M0.79%+10,04013F-HRTimeline
Broadhurst Jeffrey B94,961$3.2M3.28%+1,77313F-HRTimeline
Waterfront Wealth Inc.91,715$3.09M0.57%+7,76413F-HRTimeline
Ariadne Wealth Management, LP91,020$3.06M1.38%+48513F-HRTimeline
Sanctuary Advisors, LLC87,628$2.95M0.02%+16,26113F-HRTimeline
Betterment LLC86,115$2.9M0.01%-5,83613F-HRTimeline
Strategic Wealth Advisors LLC84,155$2.83M2.27%-2,12513F-HRTimeline
VANCE WEALTH, LLC82,494$2.78M0.8%+22,45813F-HRTimeline
Blue Trust, Inc.80,417$2.71M0.03%+7,93913F-HRTimeline
Aurelius Family Office LLC78,446$2.64M1.15%+1,09913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP77,308$2.6M<0.01%+28413F-HRTimelineGroup
Summit Financial, LLC76,707$2.58M0.03%+53,65113F-HRTimeline
Navigoe, LLC76,690$2.58M1.52%-2,20513F-HRTimeline
Cambridge Investment Research Advisors,…76,557$2.58M0.01%+2,95013F-HRTimeline
MML INVESTORS SERVICES, LLC76,308$2.57M0.01%-2,70513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC70,344$2.5M0.22%+5,62513F-HRTimeline
Indie Asset Partners, LLC71,460$2.41M2.74%+2,57513F-HRTimeline
Ruedi Wealth Management, Inc.71,451$2.41M0.62%+4,67813F-HRTimeline
Austin Asset Management Co Inc71,150$2.4M0.39%-44513F-HRTimeline
Mariner, LLCin group Mariner, LLC67,297$2.27M<0.01%+2,88313F-HRTimelineGroup
Fortis Advisors, LLC66,429$2.24M1.12%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.65,333$2.2M0.22%-10,11913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC64,450$2.17M0.12%013F-HRTimeline
Colony Family Offices, LLC62,001$2.09M0.51%+24613F-HRTimeline
AdvisorNet Financial, Inc60,815$2.05M0.11%+2313F-HRTimeline
Prospect Financial Group LLC60,765$2.05M1.89%-1,48813F-HRTimeline
Provident Wealth Management, LLC60,077$2.02M0.61%+5,78213F-HRTimeline
PFG Advisors56,002$1.89M0.09%+3,41413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS55,907$1.88M0.88%+1,66613F-HRTimeline
ERn Financial, LLC55,630$1.87M0.35%+2,63513F-HRTimeline
Glass Jacobson Investment Advisors llc55,554$1.87M0.65%-38213F-HRTimeline
McNamara Financial Services, Inc.55,086$1.85M0.35%-3,43113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO53,442$1.8M<0.01%+7,06513F-HRTimelineGroup
CLG LLC53,351$1.8M0.45%+2,20513F-HRTimeline
MOTCO52,092$1.75M0.16%+9,38313F-HRTimeline
Ballast Financial Advisors LLC51,750$1.74M1.79%-32213F-HRTimeline
Kane Co Wealth Management, Inc.49,776$1.68M1.41%-19113F-HRTimeline
Frankly Finances, LLC49,312$1.66M1.5%-67013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY48,873$1.65M<0.01%+75213F-HRTimelineGroup
NewEdge Advisors, LLC48,355$1.63M0.01%+4,34713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS48,110$1.62M<0.01%+1,21213F-HRTimeline
DiNuzzo Private Wealth, Inc.48,007$1.62M0.17%-13113F-HRTimeline
WPWealth LLP47,102$1.59M0.24%+6,37513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…46,185$1.56M0.26%+46113F-HRTimeline
Farther Finance Advisors, LLC44,036$1.5M0.01%+20,05813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP43,878$1.48M0.02%-1,112,97913F-HRTimelineGroup
WEST PACES ADVISORS INC.41,567$1.4M0.27%new13F-HRTimeline
HighTower Advisors, LLC41,281$1.39M<0.01%-24013F-HRTimeline
Vermillion Wealth Management, Inc.41,110$1.38M0.55%+14,56413F-HRTimeline
Tortoise Investment Management, LLC40,324$1.36M0.11%+6,17013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,233$1.35M0.03%+3,67013F-HRTimeline
Narus Financial Partners, LLC40,002$1.35M0.35%-48513F-HRTimeline
JDH Wealth Management, LLC39,028$1.31M0.89%+89813F-HRTimeline
Sollinda Capital Management LLC37,801$1.27M0.31%+3,16613F-HRTimeline
Compound Planning, Inc.37,223$1.25M0.04%+22,94013F-HRTimeline
Orion Porfolio Solutions, LLC36,681$1.24M0.01%-11,77213F-HRTimeline
Arcadia Wealth Management, LLC36,145$1.22M0.44%-1,88913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,828$1.14M<0.01%new13F-HRTimelineGroup
DBK Financial Counsel, LLC31,625$1.06M0.81%-2013F-HRTimeline
Chicago Partners Investment Group LLC29,704$1.06M0.02%+1113F-HRTimeline
BIP Wealth, LLC30,265$1.02M0.04%+9,52213F-HRTimeline
&PARTNERS29,015$977K<0.01%+8,68113F-HRTimeline
Sherrill & Hutchins Financial Advisory,…26,752$901K0.53%new13F-HRTimeline
Werba Rubin Papier Wealth Management24,898$838K0.12%+1,07313F-HRTimeline
MB Generational Wealth, LLC24,744$833K0.46%-32313F-HRTimeline
Arkadios Wealth Advisors24,561$827K0.01%new13F-HRTimeline
Berman McAleer LLC23,554$793K0.11%+4,41513F-HRTimeline
Financial Engines Advisors L.L.C.23,195$781K<0.01%+52713F-HRTimeline
Integras Partners LLC23,111$778K0.51%new13F-HRTimeline
Blume Capital Management, Inc.23,100$778K0.13%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC21,797$734K0.44%+73413F-HRTimeline
WEALTHSPAN PARTNERS, LLC21,169$713K0.25%+10913F-HRTimeline
Modera Wealth Management, LLC20,948$705K0.01%-1,44813F-HRTimeline
CARDIFF PARK ADVISORS, LLC20,271$683K0.05%-56513F-HRTimeline
Kingsview Wealth Management, LLC20,227$681K0.01%-88413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC19,894$670K0.27%-2,65413F-HRTimeline
West Wealth Group, LLC19,777$666K0.13%new13F-HRTimeline
Ausdal Financial Partners, Inc.19,771$666K0.03%-1,03113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,646$661K0.05%013F-HRTimelineGroup
Washington Trust Advisors, Inc.19,546$658K0.05%-68113F-HRTimeline
Savvy Advisors, Inc.19,128$644K0.02%+3,17513F-HRTimeline
Joseph Group Capital Management18,967$639K0.16%-2,80613F-HRTimeline
Quad-Cities Investment Group, LLC18,966$639K0.25%-15913F-HRTimeline
Rockwood Wealth Management, LLC18,963$638K0.05%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …17,836$601K0.53%+9713F-HRTimeline
Capital Investment Advisory Services, L…17,650$594K0.04%+3113F-HRTimeline
SUTTON PLACE INVESTORS LLC17,462$588K0.32%013F-HRTimeline
Tranquility Partners, LLC16,297$553K0.21%+50813F-HRTimeline
Rather & Kittrell, Inc.16,357$551K0.08%-35513F-HRTimeline
Legacy Capital Wealth Partners, LLC16,217$546K0.11%+1,85313F-HRTimeline
Rialto Wealth Management, LLC15,067$507K0.11%013F-HRTimeline
rebel Financial LLC15,018$506K0.22%-1,74713F-HRTimeline
SAX WEALTH ADVISORS, LLC15,249$502K0.02%013F-HRTimeline
EQ WEALTH ADVISORS, LLC14,516$489K0.29%+6,95013F-HRTimeline
Wealthspire Advisors, LLC14,395$485K<0.01%+1813F-HRTimeline
Steward Partners Investment Advisory, L…14,270$480K<0.01%+4,47513F-HRTimeline
Aegis Wealth Management LLC14,201$478K0.27%013F-HRTimeline