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Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

229 hedge funds and large institutions have $1.91B invested in Dimensional International Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 119 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
229
Holders Change
+41
Holders Change %
+21.81%
% of All Funds
3.05%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
51
Increased
119
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$45.4M
2
MG
2
Mather Group
Illinois
$262M
3
WMN
3
Wealth Management Nebraska
Nebraska
$9.58M
4
FFM
4
Forum Financial Management
Illinois
$28.7M
5
KFG
5
Kelly Financial Group
Connecticut
$6.43M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$435M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$93.8M
3
SC
3
Savant Capital
Illinois
$51M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.34M
5
OMC
5
Old Mission Capital
Illinois
$7.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$435M 17,716,121 -4,443,324 -20%
MMI
2
Matson Money Inc
Ohio
$305M 12,414,984 +85,866 +0.7%
MG
3
Mather Group
Illinois
$262M 10,678,258 +520,473 +5%
Corient Private Wealth
4
Corient Private Wealth
Florida
$93.8M 3,819,264 -195,778 -5%
SC
5
Savant Capital
Illinois
$51M 2,075,112 -100,233 -5%
Creative Planning
6
Creative Planning
Kansas
$45.4M 1,849,316 +1,783,956 +2,729%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.5M 1,649,029 +105,130 +7%
PAS
8
Park Avenue Securities
New York
$33.9M 1,381,380 +118,672 +9%
TWA
9
TCI Wealth Advisors
Arizona
$31.8M 1,293,194 +188,569 +17%
WFAG
10
Wescott Financial Advisory Group
Pennsylvania
$30.3M 1,234,291 +23,909 +2%
FFM
11
Forum Financial Management
Illinois
$28.7M 1,167,811 +368,279 +46%
EAM
12
Evanson Asset Management
California
$28.2M 1,147,462 +70,438 +7%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$27.6M 1,123,630 +78,538 +8%
EA
14
Efficient Advisors
Ohio
$25.5M 1,039,443 +94,411 +10%
TWP
15
Total Wealth Planning
Ohio
$24.9M 1,013,931 +62,163 +7%
IFA
16
Index Fund Advisors
California
$14M 569,882 +61,465 +12%
MWM
17
Merriman Wealth Management
Washington
$13.1M 534,781 -23,940 -4%
RFP
18
Root Financial Partners
California
$12.4M 505,121 +124,042 +33%
BCA
19
Ballentine Capital Advisors
South Carolina
$11.8M 482,413 +5,192 +1%
CF
20
Corrigan Financial
Rhode Island
$11.8M 481,862 +39,488 +9%
LFG
21
Larson Financial Group
Missouri
$11.4M 464,498 -37,663 -8%
PCI
22
Planning Center Inc
Illinois
$11.2M 456,531 +2,070 +0.5%
Cerity Partners
23
Cerity Partners
New York
$11.2M 455,782 +28,444 +7%
AA
24
Aire Advisors
California
$10.4M 425,150 +26,406 +7%
WMN
25
Wealth Management Nebraska
Nebraska
$9.58M 390,150 +390,150 New
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