DIMENSIONAL INTERNATIONAL SM (DFIS) Institutional Ownership Changes & 13F Activity

DIMENSIONAL INTERNATIONAL SM (DFIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Corient Private Wealth Llc, Natixis Advisors, Llc, Jane Street Group, Llc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+4,383+62.3%11,421$400.08KQ2 2026Sep 18, 2026
Security National Bank Of So DakBuy+1,734+24.5%8,798$308.19KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcBuy+8,477+136.2%14,702$515.01KQ2 2026Sep 15, 2026
Parkside Financial Bank & TrustBuy+139139$4.87KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-2,356,067-84.4%435,382$15.25MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+43,845+7.1%659,583$23.11MQ2 2026Aug 25, 2026
Rehmann Capital Advisory GroupBuy+186+1.7%11,264$394.58KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+245,552+68.9%601,708$21.08MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,520+7.5%21,747$761.80KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+4,592+1.6%296,400$10.38MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+164164$5.75KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+39,141+19.4%241,249$8.45MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+285+252.2%398$13.94KQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+2,617,969+4.5%61,365,155$2.16BQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+1,713,272+15.0%13,098,700$458.85MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-1,023,286-80.8%243,338$8.52MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+650,636650,636$22.79MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+579,743+84.2%1,268,108$44.42MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+478,352+37.9%1,741,088$60.99MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+111,848+50.5%333,265$11.67MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+67,285+25.7%328,781$11.52MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-38,644-39.3%59,779$2.09MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+25,881+2.9%918,993$32.19MQ2 2026Aug 14, 2026
Vance Wealth, LlcBuy+24,471+29.7%106,965$3.75MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-22,800-6.6%323,415$11.33MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+9,0669,066$317.58KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,0998,099$283.00KQ2 2026Aug 14, 2026
Sei Investments CoBuy+8,013+15.0%61,455$2.15MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+7,6737,673$268.79KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-5,405-3.0%173,050$6.06MQ2 2026Aug 14, 2026
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Frequently asked questions about DFIS activity

  • Which institutional owners are buying DFIS?

    Institutional owners buying DFIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFIS activity?

    "Buy" means an investor increased their reported position in DFIS compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL INTERNATIONAL SM (DFIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFIS increasing?

    Institutional interest in DFIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.