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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
EPW
126
Evolve Private Wealth
California
$2.12M +$2.05M +64,450 New
Mariner
127
Mariner
Kansas
$2.12M +$252K +7,905 +14%
PFG
128
Prospect Financial Group
Virginia
$2.05M -$3.34K -105 -0.2%
TWP
129
Total Wealth Planning
Ohio
$2.05M -$34.2M -1,074,655 -95%
CFO
130
Colony Family Offices
North Carolina
$2.03M +$321K +10,095 +20%
AF
131
Advisornet Financial
Minnesota
$2M +$13.6K +426 +0.7%
VW
132
Vance Wealth
California
$1.98M +$76.2K +2,392 +4%
MFS
133
McNamara Financial Services
Massachusetts
$1.93M -$33.4K -1,050 -2%
MCA
134
Maryland Capital Advisors
Maryland
$1.9M +$25K +784 +1%
VPWA
135
Vestia Personal Wealth Advisors
Indiana
$1.87M -$27.8K -873 -2%
KPWS
136
Kestra Private Wealth Services
Texas
$1.86M -$283K -8,883 -14%
PWM
137
Pursuit Wealth Management
Florida
$1.86M +$1.8M +56,390 New
GJIA
138
Glass Jacobson Investment Advisors
Maryland
$1.84M -$20.3K -638 -1%
KAS
139
Kestra Advisory Services
Texas
$1.84M +$7.61K +239 +0.4%
PWM
140
Provident Wealth Management
Tennessee
$1.79M +$132K +4,155 +8%
EFL
141
ERn Financial LLC
Wisconsin
$1.75M +$62.2K +1,953 +4%
PA
142
PFG Advisors
Arizona
$1.73M -$555K -17,420 -25%
BFA
143
Ballast Financial Advisors
Pennsylvania
$1.72M +$1.66M +52,072 New
CL
144
CLG LLC
California
$1.68M +$151K +4,753 +10%
FF
145
Frankly Finances
Florida
$1.65M +$1.59M +49,982 New
KCWM
146
Kane Co Wealth Management
Iowa
$1.65M +$1.59M +49,967 New
BCI
147
Brinker Capital Investments
Pennsylvania
$1.6M -$360K -11,292 -19%
DPW
148
DiNuzzo Private Wealth
Pennsylvania
$1.59M -$102K -3,203 -6%
Morgan Stanley
149
Morgan Stanley
New York
$1.59M -$2.94M -92,180 -66%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.54M +$2.26K +71 +0.2%
4 5
6
7 8

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.