| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 2.1% | $55,592,250 | 2,075,112 | Savant Capital, LLC | 31 Dec 2024 |
As of 31 Dec 2025, 315 institutional investors reported holding 126,474,260 shares of Dimensional ETF Trust - INTL SMALL CAP E (DFIS). This represents 129% of the company’s total 98,346,540 outstanding shares.
The largest institutional shareholders of Dimensional ETF Trust - INTL SMALL CAP E (DFIS) together control 103% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 47% | 45,756,884 | +34% | 0.92% | $1,507,231,756 |
| Matson Money. Inc. | 12% | 12,138,643 | -0.57% | 13% | $399,846,900 |
| NATIXIS ADVISORS, LLC | 9.8% | 9,669,395 | +21% | 0.45% | $318,510,000 |
| Envestnet Portfolio Solutions, Inc. | 3.6% | 3,571,543 | +1.3% | 0.41% | $117,646,634 |
| FIRST CITIZENS BANK & TRUST CO | 3.5% | 3,477,147 | +1.4% | 2.5% | $114,537,221 |
| Corient Private Wealth LLC | 2.6% | 2,601,127 | -18% | 0.15% | $85,681,130 |
| Creative Planning | 2.5% | 2,417,169 | +2.3% | 0.06% | $79,621,556 |
| ENVESTNET ASSET MANAGEMENT INC | 1.8% | 1,762,551 | +4.3% | 0.02% | $58,058,439 |
| PARK AVENUE SECURITIES LLC | 1.7% | 1,687,512 | +5.2% | 0.47% | $55,587,000 |
| MATHER GROUP, LLC. | 1.6% | 1,563,088 | -4% | 0.53% | $51,488,103 |
| TCI Wealth Advisors, Inc. | 1.5% | 1,441,448 | +1.6% | 2.6% | $47,481,305 |
| BANK OF MONTREAL /CAN/ | 1.4% | 1,402,946 | +3.4% | 0.02% | $46,213,052 |
| Evanson Asset Management, LLC | 1.4% | 1,336,151 | +2.9% | 2.4% | $44,012,816 |
| Wescott Financial Advisory Group, LLC | 1.3% | 1,294,191 | -2% | 3.7% | $42,630,655 |
| Composition Wealth, LLC | 1.2% | 1,217,756 | +3.6% | 0.58% | $40,112,869 |
| Savant Capital, LLC | 1.2% | 1,213,980 | -35% | 0.23% | $39,988,512 |
| Forum Financial Management, LP | 1.2% | 1,156,857 | 0% | 0.5% | $38,106,869 |
| Modern Wealth Management, LLC | 1.2% | 1,156,097 | +20% | 0.69% | $38,081,843 |
| CWM, LLC | 1.1% | 1,046,523 | +12986% | 0.09% | $34,472,000 |
| Root Financial Partners, LLC | 1.1% | 1,036,706 | +16% | 1.8% | $34,149,082 |
| Vise Technologies, Inc. | 0.93% | 916,244 | +275% | 0.59% | $30,181,081 |
| Efficient Advisors, LLC | 0.85% | 840,773 | -16% | 1.6% | $27,695,049 |
| Focus Partners Wealth | 0.84% | 826,043 | -5.1% | 0.03% | $27,209,877 |
| JANE STREET GROUP, LLC | 0.81% | 800,600 | +154% | 0.03% | $26,371,764 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.7% | 691,613 | +14% | 0.01% | $22,781,712 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 126,474,260 | $4,166,971,610 | +$526,344,164 | $32.94 | 315 |
| 2025 Q3 | 109,437,290 | $3,453,643,562 | +$881,635,885 | $31.63 | 270 |
| 2025 Q2 | 81,388,473 | $2,426,521,831 | -$234,863,403 | $29.84 | 260 |
| 2025 Q1 | 90,039,316 | $2,332,581,973 | +$336,116,190 | $25.84 | 239 |
| 2024 Q4 | 77,634,648 | $1,906,539,124 | +$21,924,670 | $24.56 | 229 |
| 2024 Q3 | 75,139,153 | $2,014,403,492 | +$463,882,648 | $26.83 | 188 |
| 2024 Q2 | 58,056,047 | $1,434,343,869 | +$320,767,957 | $24.63 | 177 |
| 2024 Q1 | 44,922,090 | $1,120,144,097 | +$328,560,291 | $25.06 | 162 |
| 2023 Q4 | 31,919,943 | $770,851,372 | +$58,418,526 | $24.17 | 159 |
| 2023 Q3 | 28,537,631 | $626,748,828 | +$34,823,917 | $21.94 | 129 |
| 2023 Q2 | 26,292,174 | $584,314,250 | +$67,886,689 | $22.82 | 118 |
| 2023 Q1 | 23,627,949 | $543,422,051 | +$95,653,420 | $22.99 | 102 |
| 2022 Q4 | 19,467,474 | $419,118,178 | +$251,802,217 | $21.51 | 78 |
| 2022 Q3 | 6,779,225 | $125,949,783 | +$57,069,826 | $18.48 | 43 |
| 2022 Q2 | 3,287,633 | $68,583,000 | +$61,753,579 | $20.83 | 29 |
| 2022 Q1 | 702,104 | $997,478,000 | +$997,478,000 | $24.77 | 4 |