DIMENSIONAL INTERNATIONAL SM DFIS

US
$35.52
+0.9%
52w: $29.83 – $36.56

Latest 13F among current holders filed 16 days ago (Aug 17, 2026)

Price — last 12 months

research preview data
29.8333.2036.56
Aug 18, 2025 Jul 2, 2026
Institutional holders
340
+15 QoQ
13F value
$4.77B
+11.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$1.18B
Q1 2024
$1.44B
Q2 2024
$2.02B
Q3 2024
$1.92B
Q4 2024
$2.34B
Q1 2025
$2.44B
Q2 2025
$3.47B
Q3 2025
$4.27B
Q4 2025
$4.77B
Q1 2026

Number of holders

166
Q1 2024
180
Q2 2024
191
Q3 2024
232
Q4 2024
245
Q1 2025
264
Q2 2025
274
Q3 2025
325
Q4 2025
340
Q1 2026

Who owns DFIS?

Q1 2026 filings
FundTypeSharesValue% of fundChange
JONES FINANCIAL COMPANIES LLLP Wealth advisor58.7M$1.92B0.9%+28.4%
Matson Money. Inc. Wealth advisor11.9M$401.3M-1.8%
NATIXIS ADVISORS, LLC Diversified mechanical11.4M$383.3M0.5%+17.7%
Envestnet Portfolio Solutions, Inc. Wealth advisor3.3M$111.1M0.6%-7.6%
FIRST CITIZENS BANK & TRUST CO Wealth advisor3.2M$108.0M2.3%-7.7%
Corient Private Wealth LLC Diversified mechanical2.8M$94.0M0.1%-46.3%
Creative Planning Wealth advisor2.4M$81.7M0.1%+0.4%
ENVESTNET ASSET MANAGEMENT INC Wealth advisor1.8M$62.0M0.0%+4.5%
PARK AVENUE SECURITIES LLC Wealth advisor1.7M$58.6M+3.1%
MATHER GROUP, LLC. Wealth advisor1.5M$50.0M0.5%-5.0%
TCI Wealth Advisors, Inc. Wealth advisor1.4M$48.0M2.6%-1.0%
BANK OF MONTREAL /CAN/ Bank broker1.4M$47.7M0.0%+1.1%
Evanson Asset Management, LLC Wealth advisor1.4M$47.2M2.5%+4.9%
Savant Capital, LLC Wealth advisor1.3M$43.8M0.2%+7.2%
Composition Wealth, LLC Wealth advisor1.3M$43.7M0.6%+6.5%
Modern Wealth Management, LLC Wealth advisor1.3M$43.1M0.7%+9.2%
JANE STREET GROUP, LLC Market maker1.3M$42.6M0.0%+58.2%
Wescott Financial Advisory Group, LLC Wealth advisor1.2M$40.0M3.5%-8.3%
CWM, LLC Wealth advisor1.1M$38.2M0.1%+8.3%
Root Financial Partners, LLC Wealth advisor1.1M$37.7M1.7%+7.9%
Discipline Wealth Solutions, LLC Wealth advisor961.8K$32.4M3.4%+62.6%
Vise Technologies, Inc. Wealth advisor916.2K$30.2M0.6%Held
BANK OF AMERICA CORP /DE/ Bank broker893.1K$30.1M0.0%+44.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Insurance845.3K$28.5M0.0%+22.2%
Focus Partners Wealth Wealth advisor830.3K$28.0M0.0%+0.5%
Cerity Partners LLC Diversified mechanical688.4K$23.2M0.0%+7.9%
Index Fund Advisors, Inc. Wealth advisor676.9K$22.8M1.0%+6.3%
Janney Montgomery Scott LLC Diversified mechanical666.2K$22.4M+3.2%
SATOVSKY ASSET MANAGEMENT LLC Wealth advisor641.2K$21.6M3.8%+6686.2%
TOBIAS FINANCIAL ADVISORS, INC. Wealth advisor615.7K$20.7M2.9%+7.8%
Shore Point Advisors, LLC Wealth advisor578.0K$19.5M+67.8%
ECLECTIC ASSOCIATES INC /ADV Wealth advisor570.9K$19.2M2.6%+13.4%
Alesco Advisors, LLC, An ESL Co Wealth advisor545.3K$18.4M0.5%+1.4%
Wealth Management Nebraska Wealth advisor530.4K$17.9M1.8%+8.6%
Tanager Wealth Management LLP Wealth advisor499.6K$16.8M1.6%+1.9%
Ballentine Capital Advisors, Inc Wealth advisor493.0K$16.6M-0.4%
AIRE ADVISORS, LLC Wealth advisor457.3K$15.4M2.8%+0.8%
LPL Financial LLC Bank broker450.9K$15.2M0.0%+81.8%
Efficient Advisors, LLC Wealth advisor447.3K$15.1M-46.8%
Brand Asset Management Group, Inc. Wealth advisor444.2K$15.0M3.9%+5.2%
Advisory Alpha, LLC Wealth advisor422.8K$14.2M0.4%+8.0%
Planning Center, Inc. Wealth advisor411.6K$13.9M1.4%-4.8%
Factor Wealth Management LTD Wealth advisor410.7K$13.8M2.6%+51.1%
Abacus Planning Group, Inc. Wealth advisor374.1K$12.6M1.7%+5.8%
SVB WEALTH LLC Quant stat arb361.8K$12.2M0.8%+4.2%
Guardian Wealth Management, LLC Wealth advisor356.7K$12.2M-2.8%
Three Arch Wealth Management LLC Wealth advisor357.4K$12.0M+0.5%
MERCER GLOBAL ADVISORS INC /ADV Wealth advisor356.2K$12.0M0.0%+256.3%
Larson Financial Group LLC Wealth advisor346.2K$11.7M0.4%-5.2%
Tillman Hartley LLC Wealth advisor341.3K$11.5M2.9%+2.9%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.