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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
MWM
151
Mission Wealth Management
California
$454K +$51 +2 +0%
NDWM
152
New Dimensions Wealth Management
Texas
$440K +$435K +17,022 New
QCIG
153
Quad-Cities Investment Group
Iowa
$439K +$12.9K +503 +3%
TIM
154
Tortoise Investment Management
New York
$438K +$99.9K +3,907 +30%
SPI
155
Sutton Place Investors
New York
$438K – – –
VWM
156
Vermillion Wealth Management
Minnesota
$423K +$71.2K +2,785 +20%
M
157
MOTCO
Texas
$419K +$264K +10,304 +175%
GWM
158
Geneos Wealth Management
Colorado
$417K +$397K +15,512 +2,494%
ALWM
159
Andrews Lucia Wealth Management
California
$409K +$34.9K +1,365 +9%
P
160
&Partners
Tennessee
$405K +$131K +5,117 +49%
TP
161
Tranquility Partners
Tennessee
$396K – – –
WANY
162
Wealthspire Advisors (New York)
New York
$378K – – –
DFC
163
DBK Financial Counsel
Ohio
$371K – – –
SCM
164
Sollinda Capital Management
Florida
$369K +$100K +3,920 +38%
AC
165
AWM Capital
Arizona
$362K +$77 +3 +0%
WP
166
Wealthspan Partners
Iowa
$355K -$36.1K -1,411 -9%
SFP
167
Sterling Financial Planning
New Jersey
$348K +$9.41K +368 +3%
IA
168
IFG Advisors
Missouri
$336K -$946 -37 -0.3%
RK
169
Rather & Kittrell
Tennessee
$315K +$312K +12,191 New
WKWM
170
Walter & Keenan Wealth Management
Indiana
$309K – – –
GSEP
171
Golden State Equity Partners
California
$308K – – –
AHL
172
Abel Hall LLC
Louisiana
$306K -$742 -29 -0.2%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$304K +$88.9K +3,477 +42%
FCM
174
Fortis Capital Management
Washington
$302K +$384 +15 +0.1%
PS
175
Principal Securities
Iowa
$299K – – –
5 6
7
8 9

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.