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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$21.3M +$444K +13,950 +2%
Cerity Partners
27
Cerity Partners
New York
$21M +$1.15M +35,978 +6%
IFA
28
Index Fund Advisors
California
$21M +$835K +26,215 +4%
Bank of America
29
Bank of America
North Carolina
$20.3M +$12.6M +395,067 +179%
DWS
30
Discipline Wealth Solutions
South Carolina
$19.5M +$8.24M +258,778 +78%
TFA
31
Tobias Financial Advisors
Florida
$18.8M +$3.62M +113,821 +25%
AA
32
Alesco Advisors
New York
$17.7M +$2.28M +71,462 +15%
EA
33
Eclectic Associates
California
$16.6M +$1.87M +58,640 +13%
BCA
34
Ballentine Capital Advisors
South Carolina
$16.3M +$203K +6,383 +1%
TWM
35
Tanager Wealth Management
United Kingdom
$16.1M +$900K +28,249 +6%
WMN
36
Wealth Management Nebraska
Nebraska
$16.1M +$1.06M +33,247 +7%
AA
37
Aire Advisors
California
$14.9M +$190K +5,967 +1%
PCI
38
Planning Center Inc
Illinois
$14.2M -$1.02M -32,169 -7%
BAMG
39
Brand Asset Management Group
Missouri
$13.9M +$768K +24,131 +6%
AA
40
Advisory Alpha
Michigan
$12.9M +$344K +10,812 +3%
GWMT
41
Guardian Wealth Management (Tennessee)
Tennessee
$12.1M +$11.7M +367,000 New
LFG
42
Larson Financial Group
Missouri
$12M -$191K -5,988 -2%
TAWM
43
Three Arch Wealth Management
California
$11.7M +$11.3M +355,501 New
APG
44
Abacus Planning Group
South Carolina
$11.7M +$631K +19,802 +6%
SW
45
SVB Wealth
Massachusetts
$11.4M +$4.24M +133,234 +62%
SPA
46
Shore Point Advisors
New Jersey
$11.3M +$8.83M +277,360 +413%
THL
47
Tillman Hartley LLC
Colorado
$10.9M -$111K -3,490 -1%
TFO
48
Timonier Family Office
North Carolina
$10.9M +$339K +10,635 +3%
RDFA
49
Ritter Daniher Financial Advisory
Ohio
$10.2M +$33.1K +1,038 +0.3%
GFM
50
GEN Financial Management
Minnesota
$10.1M +$7.96M +250,061 +442%
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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.