Latest Period
Q4 2025
Security Snapshot
Dimensional ETF Trust - INTL SMALL CAP E (DFIS) Institutional Ownership
CUSIP: 25434V773
13F Institutional Holders and Ownership History from Q1 2022 to Q1 2026
Institutions Reporting
321
Shares (Excl. Options)
126,630,591
Price
$32.94
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- Type / Class
- Equity / INTL SMALL CAP E
- Symbol
- DFIS
- Shares outstanding
- 98,346,540
- Price per share
- $34.28
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 126,630,591
- Total reported value
- $4,172,121,171
- % of total 13F portfolios
- 0.02%
- Share change
- +15,964,460
- Value change
- +$526,909,034
- Number of holders
- 321
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- DFIS - Dimensional ETF Trust - INTL SMALL CAP E is tracked under CUSIP 25434V773.
- 321 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 321 to 242 between Q4 2025 and Q1 2026.
- Reported value moved from $4,172,121,171 to $1,780,606,967.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 321 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 25434V773?
CUSIP 25434V773 identifies DFIS - Dimensional ETF Trust - INTL SMALL CAP E in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25434V773:
Significant Owners of Dimensional ETF Trust - INTL SMALL CAP E (DFIS) based on Schedule 13D/G filings
| 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, 321 institutional investors reported holding 126,630,591 shares of Dimensional ETF Trust - INTL SMALL CAP E (DFIS). This represents 129% of the company’s total 98,346,540 outstanding shares.
Top 25 Institutional Shareholders
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% | 2,601,517 | -18% | 0.12% | $85,693,977 |
| 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 |
Institutional Holders of Dimensional ETF Trust - INTL SMALL CAP E (DFIS) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 52,880,016 | $1,780,606,967 | +$14,339,917 | $33.67 | 242 |
| 2025 Q4 | 126,630,591 | $4,172,121,171 | +$526,909,034 | $32.94 | 321 |
| 2025 Q3 | 109,453,855 | $3,454,167,519 | +$881,319,395 | $31.63 | 272 |
| 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 |