We are live on ! Find out more
DFIS icon

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
EH
76
Equitable Holdings
New York
$5.8M +$5.26M +165,259 +1,519%
OMC
77
Old Mission Capital
Illinois
$5.43M -$2.43M -76,340 -32%
Osaic Holdings
78
Osaic Holdings
Arizona
$5.41M +$1.06M +33,208 +25%
ACC
79
Acorn Creek Capital
Colorado
$5.4M -$1.14M -35,902 -18%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$5.33M +$261K +8,209 +5%
HIA
81
Harbor Investment Advisory
Maryland
$5.2M +$547K +17,165 +12%
MWM
82
McMill Wealth Management
Nebraska
$4.97M +$179K +5,622 +4%
TFG
83
Tilson Financial Group
New Jersey
$4.95M +$310K +9,731 +7%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$4.89M -$54.7K -1,719 -1%
IWS
85
Integrity Wealth Solutions
Colorado
$4.87M +$230K +7,224 +5%
DAS
86
Dynamic Advisor Solutions
Arizona
$4.81M -$1.14M -35,915 -20%
MFC
87
Morris Financial Concepts
South Carolina
$4.65M +$285K +8,960 +7%
BWS
88
Broadway Wealth Solutions
Texas
$4.53M +$97K +3,047 +2%
C
89
Croban
Ohio
$4.36M +$1.24M +38,975 +42%
PS
90
Pinney & Scofield
Massachusetts
$4.36M +$342K +10,750 +9%
TFA
91
Trinity Financial Advisors
Ohio
$4.35M +$233K +7,323 +6%
WA
92
Waverly Advisors
Alabama
$4.14M -$2.52M -79,125 -39%
PAG
93
Private Advisor Group
New Jersey
$4.01M +$112K +3,526 +3%
SC
94
Schoolcraft Capital
Colorado
$4.01M +$63.1K +1,982 +2%
WF
95
Willow Financial
Arkansas
$3.98M +$3.84M +120,681 New
LG
96
LAM Group
Oregon
$3.91M -$6.69K -210 -0.2%
WF
97
Williams Financial
Vermont
$3.7M +$3.58M +112,366 New
SWM
98
Spire Wealth Management
Virginia
$3.68M +$70.7K +2,220 +2%
MHS
99
M Holdings Securities
Oregon
$3.58M +$3.46M +108,816 New
Raymond James Financial
100
Raymond James Financial
Florida
$3.46M +$1.56M +48,883 +87%
2 3
4
5 6

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.