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Dimensional International Small Cap ETF
DFIS

325 hedge funds and large institutions have $4.28B invested in Dimensional International Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 13

149% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 63

24% more capital invested

Capital invested by funds: $3.46B → $4.28B (+$823M)

19% more funds holding

Funds holding: 273 → 325 (+52)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

1.9% more ownership

Funds ownership: 87.73% → 89.63% (+1.9%)

Holders
325
Holders Change
+52
Holders Change %
+19.05%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
66
Increased
157
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$370M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$65.2M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$53.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.1M
5
VT
Vise Technologies
New York
+$21.4M

Top Sellers

1
TWP
Total Wealth Planning
Ohio
-$34.2M
2
SC
Savant Capital
Illinois
-$20.8M
3
PCM
Perritt Capital Management
Illinois
-$8.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.17M
5
EA
Efficient Advisors
Ohio
-$5.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
301
Signature Resources Capital Management
California
$10K – – –
LWM
302
Lodestone Wealth Management
Washington
$7.6K +$7.36K +231 New
CA
303
CoreCap Advisors
Michigan
$6.35K -$3.53K -111 -37%
BWL
304
Bogart Wealth LLC
Virginia
$6.32K – – –
GI
305
GAMMA Investing
California
$5.53K – – –
GSWM
306
Golden State Wealth Management
California
$5.47K – – –
FWP
307
FAS Wealth Partners
Kansas
$5.45K – – –
GA
308
GoalVest Advisory
New York
$4.71K +$4.55K +143 New
SS
309
Sunbelt Securities
Texas
$4.51K – – –
DF
310
DecisionPoint Financial
Arizona
$4.51K +$4.36K +137 New
CW
311
Curio Wealth
Maryland
$4.24K +$4.08K +128 New
JWM
312
Jessup Wealth Management
Ohio
$4.22K +$4.08K +128 New
SFG
313
Strive Financial Group
Indiana
$3.72K +$3.6K +113 New
US Bancorp
314
US Bancorp
Minnesota
$3.36K +$3.25K +102 New
CFB
315
Cullen/Frost Bankers
Texas
$2.8K -$8.12K -255 -75%
SC
316
Stephens Consulting
Michigan
$2.67K +$2.58K +81 New
MAS
317
MPWM Advisory Solutions
Georgia
$2.64K +$1.27K +40 +100%
TWM
318
Topsail Wealth Management
North Carolina
$2.34K – – –
NEWAS
319
N.E.W. Advisory Services
Wisconsin
$1.94K +$1.88K +59 New
KFI
320
Key Financial Inc
Pennsylvania
$1.45K +$1.4K +44 New
ACA
321
Aptus Capital Advisors
Alabama
$856 – – –
MWA
322
Medallion Wealth Advisors
Connecticut
$824 – – –
VCM
323
Versant Capital Management
Arizona
$791 – – –
MHR
324
Matthew Hamilton Rosenberg
$692 – – –
TF
325
Tompkins Financial
New York
$362 – – –
10 11 12
13
14

DFIS Hedge Fund Activity: Q4 2025 in Review

325 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2025, worth a combined $4.28B — up 24% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFIS positions and 13 closed out — a net gain of 53 holders — while 157 added to existing stakes and 63 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $370M. The largest seller was Total Wealth Planning, cutting an estimated $34.2M.

  • 325 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2025, up from 273 in Q3 2025.
  • Funds reported $4.28B of Dimensional International Small Cap ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 66 funds opened new Dimensional International Small Cap ETF positions in Q4 2025 and 13 closed out, a net change of +53 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2025 was Jones Financial Companies, an estimated $370M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2025 was Total Wealth Planning, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2025.