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Dimensional International Small Cap ETF
DFIS

244 hedge funds and large institutions have $2.34B invested in Dimensional International Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 124 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

130% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 54

22% more capital invested

Capital invested by funds: $1.91B → $2.34B (+$427M)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

5% more funds holding

Funds holding: 232 → 244 (+12)

3.68% more ownership

Funds ownership: 85.05% → 88.73% (+3.7%)

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
30
Increased
124
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$99.8M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$96.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.7M
4
MG
Mather Group
Illinois
+$18.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
SC
Savant Capital
Illinois
-$7.83M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.87M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.85M
4
Creative Planning
Creative Planning
Kansas
-$1.13M
5
LFG
Larson Financial Group
Missouri
-$685K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
26
Planning Center Inc
Illinois
$12.3M +$527K +20,618 +5%
AA
27
Aire Advisors
California
$11.7M +$661K +25,838 +6%
LFG
28
Larson Financial Group
Missouri
$11.3M -$685K -26,794 -6%
TFA
29
Tobias Financial Advisors
Florida
$10.7M +$1.81M +70,712 +21%
WMN
30
Wealth Management Nebraska
Nebraska
$10.3M +$188K +7,343 +2%
AA
31
Alesco Advisors
New York
$9.37M +$896K +35,048 +11%
THL
32
Tillman Hartley LLC
Colorado
$8.83M +$381K +14,916 +5%
AA
33
Advisory Alpha
Michigan
$8.77M +$2.88M +112,655 +50%
Jane Street
34
Jane Street
New York
$8.57M +$5.33M +208,400 +169%
TWM
35
Tanager Wealth Management
United Kingdom
$8.24M +$2.17M +84,797 +36%
EA
36
Eclectic Associates
California
$8.22M +$2.87M +112,138 +54%
PCM
37
Perritt Capital Management
Illinois
$8.19M -$34.2K -1,337 -0.4%
RDFA
38
Ritter Daniher Financial Advisory
Ohio
$7.89M +$3.72M +145,317 +91%
DWS
39
Discipline Wealth Solutions
South Carolina
$7.57M +$158K +6,192 +2%
JP Morgan Chase
40
JP Morgan Chase
New York
$7.23M +$140K +5,455 +2%
RF
41
Robinswood Financial
Washington
$7.02M +$324K +12,672 +5%
KFG
42
Kelly Financial Group
Connecticut
$6.98M +$205K +8,034 +3%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$6.98M -$1.85M -72,159 -21%
AF
44
Allworth Financial
California
$6.89M +$528K +20,648 +9%
TFO
45
Timonier Family Office
North Carolina
$6.8M +$1.49M +58,371 +28%
BPA
46
Beacon Pointe Advisors
California
$6.66M +$194K +7,593 +3%
WFA
47
Websterrogers Financial Advisors
South Carolina
$6.56M -$485K -18,958 -7%
AIC
48
Allodium Investment Consultants
Minnesota
$6.51M +$288K +11,275 +5%
APG
49
Abacus Planning Group
South Carolina
$6.48M +$471K +18,434 +8%
SW
50
SVB Wealth
Massachusetts
$6.29M +$6.23M +243,506 New
1
2
3 4 5

DFIS Hedge Fund Activity: Q1 2025 in Review

244 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q1 2025, worth a combined $2.34B — up 22% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIS positions and 13 closed out — a net gain of 17 holders — while 124 added to existing stakes and 54 trimmed.

The largest buyer was Envestnet Portfolio Solutions, opening a new position worth an estimated $99.8M. The largest seller was Savant Capital, cutting an estimated $7.83M.

  • 244 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q1 2025, up from 232 in Q4 2024.
  • Funds reported $2.34B of Dimensional International Small Cap ETF stock for Q1 2025, up 22% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap ETF positions in Q1 2025 and 13 closed out, a net change of +17 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q1 2025 was Envestnet Portfolio Solutions, an estimated $99.8M added.
  • The largest Dimensional International Small Cap ETF seller in Q1 2025 was Savant Capital, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2025.