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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
QC
126
Quent Capital
New York
$877K +$107K +4,171 +14%
BCM
127
Blume Capital Management
California
$846K – – –
CPIG
128
Chicago Partners Investment Group
Illinois
$846K +$384 +15 +0%
W
129
WPWealth
Texas
$831K +$54.5K +2,132 +7%
EGWAG
130
Elwood & Goetz Wealth Advisory Group
Georgia
$813K -$77.1K -3,013 -9%
CFO
131
Colony Family Offices
North Carolina
$760K +$48.2K +1,884 +7%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$752K +$520K +20,352 +233%
CGH
133
Crossmark Global Holdings
Texas
$740K +$736K +28,783 New
VCP
134
Vista Capital Partners
Oregon
$723K -$215K -8,394 -23%
PWP
135
Parkwoods Wealth Partners
New York
$684K +$187K +7,310 +38%
SIMC
136
Squire Investment Management Company
Utah
$645K -$51 -2 -0%
MGW
137
MB Generational Wealth
Washington
$645K – – –
DWM
138
Dopkins Wealth Management
New York
$625K +$10.8K +424 +2%
MWM
139
Modera Wealth Management
New Jersey
$588K +$12.5K +487 +2%
SWA
140
Sax Wealth Advisors
New Jersey
$584K +$51 +2 +0%
CWM
141
Cahill Wealth Management
Michigan
$583K -$4.14K -162 -0.7%
NA
142
NewEdge Advisors
Louisiana
$571K -$9K -352 -2%
AFP
143
Ausdal Financial Partners
Iowa
$559K +$14.9K +583 +3%
Raymond James Financial
144
Raymond James Financial
Florida
$545K +$539K +21,084 New
RWM
145
Rialto Wealth Management
New York
$529K +$101K +3,945 +24%
AWMM
146
Aegis Wealth Management (Maryland)
Maryland
$506K – – –
WRPWM
147
Werba Rubin Papier Wealth Management
California
$497K +$77 +3 +0%
RWM
148
Rockwood Wealth Management
Pennsylvania
$490K – – –
AWM
149
Axxcess Wealth Management
California
$463K +$458K +17,925 New
CPA
150
Cardiff Park Advisors
California
$461K -$187K -7,327 -29%
4 5
6
7 8

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.