We are live on ! Find out more
DFIS icon

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
AWMM
201
Aegis Wealth Management (Maryland)
Maryland
$468K -$20.7K -650 -4%
UBS Group
202
UBS Group
Switzerland
$464K +$427K +13,414 +2,023%
NDWM
203
New Dimensions Wealth Management
Texas
$457K +$1.11K +35 +0.3%
TC
204
TAGStone Capital
North Carolina
$425K +$53.3K +1,675 +15%
PIFP
205
Partners in Financial Planning
Virginia
$409K +$1.27K +40 +0.3%
Comerica Bank
206
Comerica Bank
Texas
$408K -$2.45K -77 -0.6%
PGFC
207
Peapack-Gladstone Financial Corp
New Jersey
$408K +$395K +12,400 New
IA
208
IFG Advisors
Missouri
$395K -$255 -8 -0.1%
FCM
209
Fortis Capital Management
Washington
$394K +$1.75K +55 +0.5%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$393K +$379K +11,918 New
EFN
211
Equita Financial Network
Pennsylvania
$391K +$1.69K +53 +0.4%
AC
212
AWM Capital
Arizona
$386K -$72.2K -2,269 -16%
EWA
213
EP Wealth Advisors
California
$383K +$370K +11,617 New
SFP
214
Sterling Financial Planning
New Jersey
$382K +$669 +21 +0.2%
AHL
215
Abel Hall LLC
Louisiana
$378K -$11.3K -356 -3%
CFS
216
Cannon Financial Strategists
Georgia
$376K +$1.69K +53 +0.5%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$365K -$8.28K -260 -2%
E
218
Entelevest
Florida
$355K +$343K +10,781 New
OFS
219
Opus Financial Solutions
Illinois
$352K +$340K +10,680 New
MFG
220
Merit Financial Group
Georgia
$349K +$19.5K +611 +6%
NAM
221
NorthCrest Asset Manangement
Minnesota
$348K -$25.4K -797 -7%
BEW
222
Burton Enright Welch
California
$340K – – –
GC
223
Granville Capital
North Carolina
$339K +$328K +10,286 New
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$330K +$1.18K +37 +0.4%
SPIA
225
Steward Partners Investment Advisory
New York
$323K +$27.1K +850 +10%
7 8
9
10 11

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.