Who owns DFIS?
Dimensional International Small Cap ETF · Dimensional
359 institutions reported holding DFIS, worth $5.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFIS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Jones Financial Companies LLLP | Des Peres, MO | $2.2B | 61,365,155 | +2,617,969 shares |
| Natixis Advisors, LLC | Boston, MA | $458.8M | 13,098,700 | +1,713,272 shares |
| Matson Money. Inc. | Mason, OH | $417.5M | 11,919,623 | No change |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $115.9M | 3,308,950 | +8,766 shares |
| First Citizens Bank & Trust Co | Raleigh, NC | $112.6M | 3,214,071 | +6,236 shares |
| UBS Group AG | Zurich, Switzerland | $98.1M | 2,800,232 | +2,800,171 shares |
| Creative Planning | Overland Park, KS | $84.4M | 2,410,679 | −16,185 shares |
| Assetmark, Inc. | Concord, CA | $77.9M | 2,224,202 | +2,220,158 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $69.2M | 1,975,099 | +133,617 shares |
| Park Avenue Securities LLC | New York, NY | $64.9M | 1,853,826 | +113,993 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFIS?
359 institutional managers reported holding DFIS in Form 13F filings for June 30, 2026, worth $5.5B in total. The largest reported position was held by Jones Financial Companies LLLP, at $2.2B.
Did institutions buy or sell DFIS last quarter?
Reported 13F value rose 17.2% from March 31, 2026, which includes price moves as well as buying and selling. 55 firms reported a new position and 23 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFIS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.