Who Owns DFA INTERNATIONAL SMALL CAP ETF (DFIS)? -- Institutional Holders (2026-06-30)

385 institutions reported holding $5.46B of DFA INTERNATIONAL SMALL CAP ETF (DFIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($2.16B), NATIXIS ADVISORS, LLC ($458.8M), Matson Money. Inc. ($417.5M), Envestnet Portfolio Solutions, Inc. ($115.9M), FIRST CITIZENS BANK & TRUST CO ($112.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JONES FINANCIAL COMPANIES LLLP	$2.16B	61.4M	Added
2	NATIXIS ADVISORS, LLC	$458.8M	13.1M	Added
3	Matson Money. Inc.	$417.5M	11.9M	Hold
4	Envestnet Portfolio Solutions, Inc.	$115.9M	3.3M	Added
5	FIRST CITIZENS BANK & TRUST CO	$112.6M	3.2M	Added
6	UBS Group AG	$98.1M	2.8M	Added
7	Creative Planning	$84.4M	2.4M	Trimmed
8	ASSETMARK, INC	$77.9M	2.2M	Added
9	ENVESTNET ASSET MANAGEMENT INC	$69.2M	2.0M	Added
10	PARK AVENUE SECURITIES LLC	$64.9M	1.9M	Added
11	Modern Wealth Management, LLC	$61.0M	1.7M	Added
12	Root Financial Partners, LLC	$57.3M	1.6M	Added
13	Vise Technologies, Inc.	$55.4M	1.6M	Added
14	TCI Wealth Advisors, Inc.	$54.7M	1.6M	Added
15	BANK OF MONTREAL /CAN/	$52.5M	1.5M	Added
16	Evanson Financial, LLC	$50.1M	1.4M	New
17	Miracle Mile Advisors, LLC	$49.9M	1.4M	Added
18	MATHER GROUP, LLC.	$47.8M	1.4M	Trimmed
19	Cerity Partners LLC	$44.4M	1.3M	Added
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$42.5M	1.2M	Added
21	Wescott Financial Advisory Group, LLC	$42.0M	1.2M	Added
22	Discipline Wealth Solutions, LLC	$35.6M	1.0M	Added
23	Savant Capital, LLC	$34.3M	980,075	Trimmed
24	BANK OF AMERICA CORP /DE/	$32.2M	918,993	Added
25	Focus Partners Wealth	$30.6M	873,168	Added

Source: SEC Form 13F filings · as of 2026-06-30