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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$481M +$17.8M +695,233 +4%
MMI
2
Matson Money Inc
Ohio
$322M +$1.56M +60,830 +0.5%
MG
3
Mather Group
Illinois
$295M +$18.9M +737,578 +7%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$101M +$99.8M +3,903,101 New
FCBT
5
First Citizens Bank & Trust
North Carolina
$97.9M +$96.9M +3,790,191 New
Corient Private Wealth
6
Corient Private Wealth
Florida
$92.8M -$5.87M -229,452 -6%
Creative Planning
7
Creative Planning
Kansas
$46.6M -$1.13M -44,276 -2%
SC
8
Savant Capital
Illinois
$45.7M -$7.83M -305,969 -15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$44M +$1.33M +51,869 +3%
PAS
10
Park Avenue Securities
New York
$37.2M +$1.5M +58,707 +4%
TWA
11
TCI Wealth Advisors
Arizona
$36.5M +$3.02M +118,166 +9%
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$35.2M +$3.25M +127,027 +10%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$31M +$1.95M +76,201 +7%
FFM
14
Forum Financial Management
Illinois
$30M -$160K -6,254 -0.5%
EAM
15
Evanson Asset Management
California
$29.3M -$382K -14,923 -1%
TWP
16
Total Wealth Planning
Ohio
$27.7M +$1.45M +56,762 +6%
EA
17
Efficient Advisors
Ohio
$26.6M -$300K -11,749 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$22M +$21.7M +849,812 New
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$21.1M +$13.5M +526,840 +182%
RFP
20
Root Financial Partners
California
$15.7M +$2.64M +103,236 +20%
CF
21
Corrigan Financial
Rhode Island
$15.3M +$2.79M +109,027 +23%
IFA
22
Index Fund Advisors
California
$15.1M +$394K +15,404 +3%
BCA
23
Ballentine Capital Advisors
South Carolina
$12.8M +$286K +11,201 +2%
Cerity Partners
24
Cerity Partners
New York
$12.6M +$846K +33,074 +7%
OMC
25
Old Mission Capital
Illinois
$12.6M +$5.03M +196,609 +68%
1
2 3 4 5

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.