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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +4,383 | +62.3% | 11,421 | $400.08K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Buy | +1,734 | +24.5% | 8,798 | $308.19K | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +8,477 | +136.2% | 14,702 | $515.01K | Q2 2026 | Sep 15, 2026 |
| Parkside Financial Bank & Trust | Buy | +139 | — | 139 | $4.87K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -2,356,067 | -84.4% | 435,382 | $15.25M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +43,845 | +7.1% | 659,583 | $23.11M | Q2 2026 | Aug 25, 2026 |
| Rehmann Capital Advisory Group | Buy | +186 | +1.7% | 11,264 | $394.58K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +245,552 | +68.9% | 601,708 | $21.08M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,520 | +7.5% | 21,747 | $761.80K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +4,592 | +1.6% | 296,400 | $10.38M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +164 | — | 164 | $5.75K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +39,141 | +19.4% | 241,249 | $8.45M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +285 | +252.2% | 398 | $13.94K | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +2,617,969 | +4.5% | 61,365,155 | $2.16B | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +1,713,272 | +15.0% | 13,098,700 | $458.85M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -1,023,286 | -80.8% | 243,338 | $8.52M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +650,636 | — | 650,636 | $22.79M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +579,743 | +84.2% | 1,268,108 | $44.42M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +478,352 | +37.9% | 1,741,088 | $60.99M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +111,848 | +50.5% | 333,265 | $11.67M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +67,285 | +25.7% | 328,781 | $11.52M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -38,644 | -39.3% | 59,779 | $2.09M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +25,881 | +2.9% | 918,993 | $32.19M | Q2 2026 | Aug 14, 2026 |
| Vance Wealth, Llc | Buy | +24,471 | +29.7% | 106,965 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -22,800 | -6.6% | 323,415 | $11.33M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +9,066 | — | 9,066 | $317.58K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +8,099 | — | 8,099 | $283.00K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +8,013 | +15.0% | 61,455 | $2.15M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +7,673 | — | 7,673 | $268.79K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -5,405 | -3.0% | 173,050 | $6.06M | Q2 2026 | Aug 14, 2026 |
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.