DIMENSIONAL INTERNATIONAL SM (DFIS) Institutional Shareholders
DIMENSIONAL INTERNATIONAL SM (DFIS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.33B in DFIS holdings during the latest filing period.
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 $2.25B, representing an estimated gain of +4.43% 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
351
Total Reported Value
$5.33B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$2.16B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $2,252,101,189 | +$95,567,463 | +4.43% | |
| Natixis Advisors, Llc | 0.52% | 13,098,700 | $458,847,000 | $480,722,290 | +$21,875,290 | +4.77% | |
| Matson Money. Inc. | 11.63% | 11,919,623 | $417,544,394 | $437,450,164 | +$19,905,770 | +4.77% | |
| Envestnet Portfolio Solutions, Inc. | 0.56% | 3,308,950 | $115,912,511 | $121,438,465 | +$5,525,954 | +4.77% | |
| First Citizens Bank & Trust Co | 1.68% | 3,214,071 | $112,588,906 | $117,956,406 | +$5,367,500 | +4.77% | |
| Ubs Group Ag | 0.02% | 2,800,232 | $98,092,127 | $102,768,514 | +$4,676,387 | +4.77% | |
| Assetmark, Inc | 0.13% | 2,224,202 | $77,913,779 | $81,628,213 | +$3,714,434 | +4.77% | |
| Envestnet Asset Management Inc | 0.02% | 1,975,099 | $69,187,703 | $72,486,133 | +$3,298,430 | +4.77% | |
| Park Avenue Securities Llc | 0.41% | 1,853,826 | $64,940,000 | $68,035,414 | +$3,095,414 | +4.77% | |
| Modern Wealth Management, Llc | 0.73% | 1,741,088 | $60,990,309 | $63,897,930 | +$2,907,621 | +4.77% | |
| Root Financial Partners, Llc | 2.23% | 1,635,368 | $57,286,939 | $60,018,006 | +$2,731,067 | +4.77% | |
| Vise Technologies, Inc. | 0.63% | 1,582,555 | $55,436,896 | $58,079,769 | +$2,642,873 | +4.77% | |
| Tci Wealth Advisors, Inc. | 2.37% | 1,562,031 | $54,717,937 | $57,326,538 | +$2,608,601 | +4.77% | |
| Bank Of Montreal | 0.02% | 1,498,139 | $52,479,811 | $54,981,701 | +$2,501,890 | +4.77% | |
| Composition Wealth, Llc | 0.59% | 1,423,549 | $49,866,928 | $52,244,248 | +$2,377,320 | +4.77% | |
| Mather Group, Llc. | 0.42% | 1,363,387 | $47,759,450 | $50,036,303 | +$2,276,853 | +4.77% | |
| Evanson Asset Management, Llc | 2.53% | 1,401,653 | $47,193,650 | $51,440,665 | +$4,247,015 | +9.00% | |
| Cerity Partners Llc | 0.05% | 1,268,108 | $44,421,800 | $46,539,564 | +$2,117,764 | +4.77% | |
| Wescott Financial Advisory Group, Llc | 3.25% | 1,198,371 | $41,978,922 | $43,980,216 | +$2,001,294 | +4.77% | |
| Cwm, Llc | 0.10% | 1,133,632 | $38,169,384 | $41,604,294 | +$3,434,910 | +9.00% | |
| Discipline Wealth Solutions, Llc | 3.10% | 1,014,876 | $35,551,101 | $37,245,949 | +$1,694,848 | +4.77% | |
| Savant Capital, Llc | 0.10% | 980,075 | $34,332,042 | $35,968,753 | +$1,636,711 | +4.77% | |
| Bank Of America Corp | 0.00% | 918,993 | $32,192,325 | $33,727,043 | +$1,534,718 | +4.77% | |
| Focus Partners Wealth | 0.03% | 873,168 | $30,587,090 | $32,045,266 | +$1,458,176 | +4.77% | |
| Index Fund Advisors, Inc. | 0.99% | 708,936 | $24,834,036 | $26,017,951 | +$1,183,915 | +4.77% | |
| Satovsky Asset Management Llc | 3.84% | 687,488 | $24,082,706 | $25,230,810 | +$1,148,104 | +4.77% | |
| Sns Financial Group, Llc | 0.46% | 681,890 | $23,886,620 | $25,025,363 | +$1,138,743 | +4.77% | |
| Janney Montgomery Scott Llc | 0.05% | 664,496 | $23,277,000 | $24,387,003 | +$1,110,003 | +4.77% | |
| Tobias Financial Advisors, Inc. | 2.93% | 659,583 | $23,105,200 | $24,206,696 | +$1,101,496 | +4.77% | |
| Goldman Sachs Group Inc | 0.00% | 650,636 | $22,791,779 | $23,878,341 | +$1,086,562 | +4.77% | |
| Shore Point Advisors, Llc | 7.45% | 621,981 | $21,788,025 | $22,826,703 | +$1,038,678 | +4.77% | |
| Eclectic Associates Inc | 2.41% | 603,074 | $21,125,685 | $22,132,816 | +$1,007,131 | +4.77% | |
| Mercer Global Advisors Inc | 0.03% | 601,708 | $21,077,814 | $22,082,684 | +$1,004,870 | +4.77% | |
| Alesco Advisors, Llc, An Esl Co | 0.47% | 591,702 | $20,727,318 | $21,715,463 | +$988,145 | +4.77% | |
| Wealth Management Nebraska | 1.81% | 579,166 | $20,288,197 | $21,255,392 | +$967,195 | +4.77% | |
| Sherrill & Hutchins Financial Advisory, Inc | 9.22% | 550,660 | $19,289,616 | $20,209,222 | +$919,606 | +4.77% | |
| Factor Wealth Management Ltd | 2.73% | 515,377 | $18,053,640 | $18,914,336 | +$860,696 | +4.77% | |
| Tanager Wealth Management Llp | 1.53% | 502,319 | $17,596,219 | $18,435,107 | +$838,888 | +4.77% | |
| Ballentine Capital Advisors, Inc | 6.38% | 483,144 | $16,924,524 | $17,731,385 | +$806,861 | +4.77% | |
| Aire Advisors, Llc | 2.63% | 461,663 | $16,172,045 | $16,943,032 | +$770,987 | +4.77% | |
| Advisory Alpha, Llc | 0.39% | 455,568 | $15,958,589 | $16,719,346 | +$760,757 | +4.77% | |
| Brand Asset Management Group, Inc. | 3.51% | 453,219 | $15,876,262 | $16,633,137 | +$756,875 | +4.77% | |
| Corient Private Wealth Llc | 0.02% | 435,382 | $15,251,450 | $15,978,519 | +$727,069 | +4.77% | |
| Efficient Advisors, Llc | 1.07% | 447,277 | $15,059,830 | $16,415,066 | +$1,355,236 | +9.00% | |
| Planning Center, Inc. | 1.37% | 413,172 | $14,473,415 | $15,163,412 | +$689,997 | +4.77% | |
| Abacus Planning Group, Inc. | 1.69% | 389,220 | $13,634,385 | $14,284,374 | +$649,989 | +4.77% | |
| Three Arch Wealth Management Llc | 2.06% | 383,932 | $13,449,155 | $14,090,304 | +$641,149 | +4.77% | |
| Guardian Wealth Management, Llc | 3.51% | 356,997 | $12,505,604 | $13,101,790 | +$596,186 | +4.77% | |
| Tillman Hartley Llc | 2.76% | 350,563 | $12,280,206 | $12,865,662 | +$585,456 | +4.77% | |
| Ritter Daniher Financial Advisory Llc / De | 1.81% | 338,811 | $11,868,539 | $12,434,364 | +$565,825 | +4.77% |
Frequently asked questions about DFIS
Who owns the most DFIS stock?
The largest holders of DFIS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INTERNATIONAL SM (DFIS).
Is DFIS widely held by superinvestors?
Many widely followed stocks like DFIS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFIS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.