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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
CFS
176
Cannon Financial Strategists
Georgia
$293K – – –
NAM
177
NorthCrest Asset Manangement
Minnesota
$292K -$37.5K -1,466 -11%
FOA
178
Five Oceans Advisors
California
$292K -$46K -1,799 -14%
EWA
179
Elevate Wealth Advisory
Georgia
$288K +$51 +2 +0%
BEW
180
Burton Enright Welch
California
$283K – – –
GFM
181
GEN Financial Management
Minnesota
$277K +$61.4K +2,401 +29%
SFM
182
Signet Financial Management
New Jersey
$266K -$34.9K -1,365 -12%
EH
183
Equitable Holdings
New York
$264K +$6.37K +249 +3%
TC
184
TAGStone Capital
North Carolina
$247K +$11K +431 +5%
SPIA
185
Steward Partners Investment Advisory
New York
$242K -$24K -940 -9%
PAM
186
Pacific Asset Management
Washington
$232K +$229K +8,970 New
SSW
187
Stone Summit Wealth
Florida
$231K -$1.89K -74 -0.8%
FIM
188
Freedom Investment Management
Connecticut
$223K -$332 -13 -0.2%
HF
189
HRT Financial
New York
$223K +$221K +8,651 New
CCA
190
Clarity Capital Advisors
Florida
$223K +$281 +11 +0.1%
JGCM
191
Joseph Group Capital Management
Ohio
$221K -$10.4K -407 -5%
FOR
192
Family Office Research
Maryland
$213K – – –
EFN
193
Equita Financial Network
Pennsylvania
$209K +$206K +8,074 New
SAI
194
Savvy Advisors Inc
New York
$207K +$204K +7,993 New
CIAS
195
Capital Investment Advisory Services
North Carolina
$199K +$100K +3,923 +103%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$199K -$31.8K -1,243 -14%
CTWM
197
Cherry Tree Wealth Management
Minnesota
$176K – – –
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$173K -$15.8K -617 -8%
EWA
199
EverSource Wealth Advisors
Alabama
$169K -$558K -21,813 -77%
AC
200
AlphaCore Capital
California
$129K +$128K +4,990 New
6 7
8
9 10

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.