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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
KWM
176
Kingsview Wealth Management
Oregon
$695K +$308K +9,683 +85%
ALWM
177
Andrews Lucia Wealth Management
California
$694K -$9.87K -310 -1%
WP
178
Wealthspan Partners
Iowa
$694K +$137K +4,288 +26%
CPA
179
Cardiff Park Advisors
California
$686K -$18.4K -578 -3%
AFP
180
Ausdal Financial Partners
Iowa
$685K -$17.1K -537 -3%
BW
181
BIP Wealth
Georgia
$683K +$660K +20,743 New
P
182
&Partners
Tennessee
$670K +$54.5K +1,711 +9%
WTA
183
Washington Trust Advisors
Massachusetts
$666K +$2.8K +88 +0.4%
GSEP
184
Golden State Equity Partners
California
$647K +$246K +7,727 +65%
BM
185
Berman McAleer
Maryland
$630K +$248K +7,794 +69%
QCIG
186
Quad-Cities Investment Group
Iowa
$630K +$45K +1,412 +8%
RWM
187
Rockwood Wealth Management
Pennsylvania
$625K – – –
SIMC
188
Squire Investment Management Company
Utah
$612K -$111K -3,496 -16%
PFS
189
Professional Financial Solutions
Virginia
$584K +$565K +17,739 New
CIAS
190
Capital Investment Advisory Services
North Carolina
$580K +$258K +8,114 +85%
SPI
191
Sutton Place Investors
New York
$575K +$7.71K +242 +1%
RF
192
rebel Financial
Ohio
$552K +$534K +16,765 New
RK
193
Rather & Kittrell
Tennessee
$550K +$35.4K +1,111 +7%
SAI
194
Savvy Advisors Inc
New York
$525K +$3.76K +118 +0.7%
TP
195
Tranquility Partners
Tennessee
$520K +$3.73K +117 +0.7%
SWA
196
Sax Wealth Advisors
New Jersey
$502K -$134K -4,201 -22%
RWM
197
Rialto Wealth Management
New York
$496K – – –
WANY
198
Wealthspire Advisors (New York)
New York
$474K +$32 +1 +0%
LCWP
199
Legacy Capital Wealth Partners
Arkansas
$473K +$24.7K +776 +6%
AFG
200
Atomi Financial Group
New York
$470K +$168K +5,263 +58%
6 7
8
9 10

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.