DFIS Institutional Ownership & Shareholders
DIMENSIONAL INTERNATIONAL SM (DFIS) is currently held by 359 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.41B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of DFIS tracked by InsiderSet, reporting ownership valued at approximately $2.16B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.18B, representing an estimated gain of +1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DFIS value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Natixis Advisors, Llc, Matson Money. Inc., and several other long-term asset managers with concentrated positions in DIMENSIONAL INTERNATIONAL SM (DFIS).
This page ranks the largest institutional DFIS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
359
Total Reported Value
$5.41B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$2.16B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 0.86% | 61,365,155 | $2,156,533,726 | $2,181,531,260 | +$24,997,534 | +1.16% | |
| Natixis Advisors, Llc | 0.52% | 13,098,700 | $458,847,000 | $465,658,785 | +$6,811,785 | +1.48% | |
| Matson Money. Inc. | 12.38% | 12,220,280 | $442,740,744 | $434,430,954 | -$8,309,790 | -1.88% | |
| First Citizens Bank & Trust Co | 1.83% | 3,395,810 | $123,030,195 | $120,721,045 | -$2,309,150 | -1.88% | |
| Envestnet Portfolio Solutions, Inc. | 0.55% | 3,308,950 | $115,912,511 | $117,633,172 | +$1,720,661 | +1.48% | |
| Ubs Group Ag | 0.02% | 2,800,232 | $98,092,127 | $99,548,248 | +$1,456,121 | +1.48% | |
| Creative Planning | 0.05% | 2,323,108 | $84,166,206 | $82,586,489 | -$1,579,717 | -1.88% | |
| Assetmark, Inc | 0.14% | 2,322,020 | $84,126,799 | $82,547,811 | -$1,578,988 | -1.88% | |
| Envestnet Asset Management Inc | 0.02% | 1,975,099 | $69,187,703 | $70,214,769 | +$1,027,066 | +1.48% | |
| Vise Technologies, Inc. | 0.54% | 1,782,248 | $64,570,857 | $63,358,916 | -$1,211,941 | -1.88% | |
| Modern Wealth Management, Llc | 0.73% | 1,741,088 | $60,990,309 | $61,895,678 | +$905,369 | +1.48% | |
| Tci Wealth Advisors, Inc. | 2.39% | 1,640,529 | $59,436,373 | $58,320,806 | -$1,115,567 | -1.88% | |
| Bank Of Montreal | 0.02% | 1,498,139 | $52,479,811 | $53,258,841 | +$779,030 | +1.48% | |
| Composition Wealth, Llc | 0.59% | 1,423,549 | $49,866,928 | $50,607,167 | +$740,239 | +1.48% | |
| Mather Group, Llc. | 0.40% | 1,307,916 | $47,385,809 | $46,496,414 | -$889,395 | -1.88% | |
| Evanson Asset Management, Llc | 2.53% | 1,401,653 | $47,193,650 | $49,828,764 | +$2,635,114 | +5.58% | |
| Cerity Partners Llc | 0.05% | 1,268,108 | $44,421,800 | $45,081,239 | +$659,439 | +1.48% | |
| Wescott Financial Advisory Group, Llc | 3.25% | 1,198,371 | $41,978,922 | $42,602,089 | +$623,167 | +1.48% | |
| Cwm, Llc | 0.10% | 1,133,632 | $38,169,384 | $40,300,618 | +$2,131,234 | +5.58% | |
| Discipline Wealth Solutions, Llc | 3.30% | 1,047,400 | $37,947,286 | $37,235,070 | -$712,216 | -1.88% | |
| Savant Capital, Llc | 0.10% | 980,075 | $34,332,042 | $34,841,666 | +$509,624 | +1.48% | |
| Bank Of America Corp | 0.00% | 918,993 | $32,192,325 | $32,670,201 | +$477,876 | +1.48% | |
| Focus Partners Wealth | 0.03% | 873,168 | $30,587,090 | $31,041,122 | +$454,032 | +1.48% | |
| Index Fund Advisors, Inc. | 0.99% | 708,936 | $24,834,036 | $25,202,675 | +$368,639 | +1.48% | |
| Satovsky Asset Management Llc | 3.84% | 687,488 | $24,082,706 | $24,440,198 | +$357,492 | +1.48% | |
| Sns Financial Group, Llc | 0.46% | 681,890 | $23,886,620 | $24,241,189 | +$354,569 | +1.48% | |
| Shore Point Advisors, Llc | 7.50% | 652,119 | $23,626,287 | $23,182,830 | -$443,457 | -1.88% | |
| Janney Montgomery Scott Llc | 0.05% | 664,496 | $23,277,000 | $23,622,833 | +$345,833 | +1.49% | |
| Tobias Financial Advisors, Inc. | 2.93% | 659,583 | $23,105,200 | $23,448,176 | +$342,976 | +1.48% | |
| Goldman Sachs Group Inc | 0.00% | 650,636 | $22,791,779 | $23,130,110 | +$338,331 | +1.48% | |
| Eclectic Associates Inc | 2.53% | 625,531 | $22,663,032 | $22,237,627 | -$425,405 | -1.88% | |
| Wealth Management Nebraska | 1.92% | 605,963 | $21,954,052 | $21,541,985 | -$412,067 | -1.88% | |
| Sherrill & Hutchins Financial Advisory, Inc | 10.21% | 582,466 | $21,102,740 | $20,706,666 | -$396,074 | -1.88% | |
| Mercer Global Advisors Inc | 0.03% | 601,708 | $21,077,814 | $21,390,719 | +$312,905 | +1.48% | |
| Alesco Advisors, Llc, An Esl Co | 0.47% | 591,702 | $20,727,318 | $21,035,006 | +$307,688 | +1.48% | |
| Tanager Wealth Management Llp | 1.62% | 537,139 | $19,460,554 | $19,095,291 | -$365,263 | -1.88% | |
| Factor Wealth Management Ltd | 2.95% | 533,072 | $19,313,186 | $18,950,710 | -$362,476 | -1.88% | |
| Ballentine Capital Advisors, Inc | 6.66% | 488,941 | $17,714,327 | $17,381,853 | -$332,474 | -1.88% | |
| Aire Advisors, Llc | 2.79% | 474,994 | $17,209,048 | $16,886,037 | -$323,011 | -1.88% | |
| Advisory Alpha, Llc | 0.39% | 455,568 | $15,958,589 | $16,195,442 | +$236,853 | +1.48% | |
| Brand Asset Management Group, Inc. | 3.51% | 453,219 | $15,876,262 | $16,111,935 | +$235,673 | +1.48% | |
| Corient Private Wealth Llc | 0.02% | 435,382 | $15,251,450 | $15,477,830 | +$226,380 | +1.48% | |
| Efficient Advisors, Llc | 1.07% | 447,277 | $15,059,830 | $15,900,697 | +$840,867 | +5.58% | |
| Abacus Planning Group, Inc. | 1.78% | 407,122 | $14,750,030 | $14,473,187 | -$276,843 | -1.88% | |
| Planning Center, Inc. | 1.37% | 413,172 | $14,473,415 | $14,688,265 | +$214,850 | +1.48% | |
| Three Arch Wealth Management Llc | 2.30% | 398,159 | $14,425,305 | $14,154,552 | -$270,753 | -1.88% | |
| Svb Wealth Llc | 0.85% | 383,364 | $13,429,246 | $13,628,590 | +$199,344 | +1.48% | |
| Berman Mcaleer Llc | 1.53% | 363,331 | $13,163,479 | $12,916,417 | -$247,062 | -1.88% | |
| Guardian Wealth Management, Llc | 3.60% | 350,972 | $12,715,715 | $12,477,055 | -$238,660 | -1.88% | |
| Forvis Mazars Wealth Advisors, Llc | 0.21% | 348,802 | $12,637,101 | $12,399,911 | -$237,190 | -1.88% |
Frequently asked questions about DFIS
Who are the largest institutional holders of DFIS?
The largest institutional holders of DFIS reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Natixis Advisors, Llc, Matson Money. Inc., First Citizens Bank & Trust Co, and Envestnet Portfolio Solutions, Inc.. InsiderSet ranks institutional holders by their latest reported DFIS position.
What is DFIS institutional ownership?
This page tracks DFIS positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INTERNATIONAL SM (DFIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFIS?
InsiderSet currently tracks 359 institutional managers reporting DFIS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFIS shareholders.
How much DFIS stock do institutions own?
Institutional investment managers disclosed approximately $5.41B in DFIS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFIS institutional ownership last updated?
The latest DFIS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFIS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFIS position after the reporting date.
Are institutions buying or selling DFIS?
Institutional buying and selling can be analyzed by comparing DFIS positions across consecutive 13F reporting periods. InsiderSet's DFIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFIS ownership changes.
How has DFIS institutional ownership changed over time?
InsiderSet tracks DFIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.