| 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 30 Sep 2025, 269 institutional investors reported holding 109,396,803 shares of Dimensional ETF Trust - INTL SMALL CAP E (DFIS). This represents 111% 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 90% 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 | 35% | 34,132,198 | +83% | 0.73% | $1,071,758,707 |
| Matson Money. Inc. | 12% | 12,207,935 | -2.1% | 13% | $386,136,984 |
| NATIXIS ADVISORS, LLC | 8.1% | 7,988,238 | +8665% | 0.37% | $252,668,000 |
| Envestnet Portfolio Solutions, Inc. | 3.6% | 3,525,606 | +20% | 0.41% | $111,514,933 |
| FIRST CITIZENS BANK & TRUST CO | 3.5% | 3,428,196 | +20% | 2.5% | $108,433,839 |
| Corient Private Wealth LLC | 3.2% | 3,156,286 | -5.6% | 0.16% | $99,833,316 |
| Creative Planning | 2.4% | 2,361,977 | +13% | 0.06% | $74,709,339 |
| Savant Capital, LLC | 1.9% | 1,868,943 | -12% | 0.31% | $59,114,658 |
| ENVESTNET ASSET MANAGEMENT INC | 1.7% | 1,690,024 | -4.5% | 0.02% | $53,455,451 |
| MATHER GROUP, LLC. | 1.7% | 1,627,775 | -12% | 0.52% | $51,486,521 |
| PARK AVENUE SECURITIES LLC | 1.6% | 1,603,456 | +3.3% | 0.4% | $50,717,000 |
| TCI Wealth Advisors, Inc. | 1.4% | 1,419,401 | -0.09% | 2.7% | $44,895,654 |
| BANK OF MONTREAL /CAN/ | 1.4% | 1,357,127 | +9.1% | 0.02% | $42,925,911 |
| Wescott Financial Advisory Group, LLC | 1.3% | 1,320,123 | -1.9% | 3.7% | $41,755,486 |
| Evanson Asset Management, LLC | 1.3% | 1,299,052 | +11% | 2.3% | $41,089,014 |
| Miracle Mile Advisors, LLC | 1.2% | 1,175,521 | +14% | 0.56% | $37,181,714 |
| Forum Financial Management, LP | 1.2% | 1,156,857 | -0.17% | 0.5% | $36,591,387 |
| Total Wealth Planning, LLC | 1.2% | 1,136,870 | +4.9% | 4.2% | $35,959,187 |
| Efficient Advisors, LLC | 1% | 1,004,044 | +1.5% | 1.8% | $31,757,904 |
| Modern Wealth Management, LLC | 0.98% | 960,560 | +68% | 0.6% | $30,382,498 |
| Root Financial Partners, LLC | 0.91% | 893,588 | +40% | 1.7% | $28,264,193 |
| Focus Partners Wealth | 0.89% | 870,544 | +12% | 0.05% | $27,535,342 |
| Janney Montgomery Scott LLC | 0.64% | 631,530 | 0.05% | $19,975,000 | |
| Index Fund Advisors, Inc. | 0.62% | 610,277 | +2.4% | 0.94% | $19,303,056 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.62% | 608,380 | +2.5% | 0.01% | $19,243,047 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 21,988,012 | $724,496,576 | +$3,784,025 | $32.94 | 70 |
| 2025 Q3 | 109,396,803 | $3,452,362,958 | +$880,419,059 | $31.63 | 269 |
| 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 |