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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
AWM
101
Avior Wealth Management
Nebraska
$3.34M +$60.3K +1,895 +2%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$3.29M -$46K -1,444 -1%
AWM
103
Ariadne Wealth Management
California
$3.28M -$128K -4,007 -4%
SWM
104
Sterling Wealth Management
Illinois
$3.24M +$180K +5,659 +6%
FCAM
105
First Citizens Asset Management
North Carolina
$3.17M +$42.5K +1,334 +1%
IWP
106
IAG Wealth Partners
Wisconsin
$3.16M +$84.2K +2,643 +3%
BJB
107
Broadhurst Jeffrey B
$3.07M +$2.97M +93,188 New
Betterment LLC
108
Betterment LLC
New York
$3.03M +$154K +4,830 +6%
WW
109
Waterfront Wealth
Kansas
$2.98M +$44.8K +1,407 +2%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$2.88M +$384K +12,046 +16%
SWA
111
Strategic Wealth Advisors
Arizona
$2.84M +$2.75M +86,280 New
PWP
112
Parkwoods Wealth Partners
New York
$2.84M +$251K +7,884 +10%
FCIS
113
First Citizens Investor Services
North Carolina
$2.72M +$56.6K +1,777 +2%
MML Investors Services
114
MML Investors Services
Massachusetts
$2.6M +$78.4K +2,462 +3%
NWM
115
Navigoe Wealth Management
California
$2.6M -$152K -4,779 -6%
AFO
116
Aurelius Family Office
New Hampshire
$2.59M -$35K -1,100 -1%
Northern Trust
117
Northern Trust
Illinois
$2.54M +$45.4K +1,427 +2%
VCP
118
Vista Capital Partners
Oregon
$2.49M +$8.79K +276 +0.4%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$2.42M +$836K +26,255 +55%
BTI
120
Blue Trust Inc
Georgia
$2.39M +$193K +6,057 +9%
AAM
121
Austin Asset Management
Texas
$2.36M -$81.7K -2,565 -3%
SA
122
Sanctuary Advisors
Indiana
$2.35M +$1.99M +62,499 +705%
IAP
123
Indie Asset Partners
Indiana
$2.27M -$47.8K -1,500 -2%
RWM
124
Ruedi Wealth Management
Illinois
$2.2M +$25.2K +790 +1%
JTWM
125
Jackson Thornton Wealth Management
Alabama
$2.18M +$89.2K +2,802 +5%
3 4
5
6 7

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.