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DFIS · Dimensional International Small Cap ETF ETF

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$37.67 +0.05 (+0.13%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $38,361,492
Total Shares: 1,095,104

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 3 13F filers · Δ vs Dec 31, 2025
Top Holder
60.2%
Mar 2022 → Jun 2026 · range 19.7% – 100.0%
−39.8 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 45.1% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 58.8% – 100.0%
0.0 pts
HHI
5,208
Mar 2022 → Jun 2026 · range 683 – 10,000
Highly concentrated−4,792

Quarterly Activity

vs Dec 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +214774.2%
Shares held: +201948.7%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
TOBIAS FINANCIAL ADVISORS, INC. 659,583 $23,105,192
Corient Private Wealth LLC 435,382 $15,251,431
Parkside Financial Bank & Trust 139 $4,869

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
AFFINITY WEALTH LLC 542 $17,853
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
TOBIAS FINANCIAL ADVISORS, INC. DFIS $23,105,192 60.23% 659,583
Corient Private Wealth LLC DFIS $15,251,431 39.76% 435,382
Parkside Financial Bank & Trust DFIS $4,869 0.01% 139