13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DFIS

Dimensional International Smal

358 institutions still hold Dimensional International Smal as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434v773·358 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$3.3B
48.0% inst. owned
of float
Holders
358
-16 QoQ
filers reporting
Activity
+8 / −14
+928 added · −819 reduced
this quarter
Concentration
57.81%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

358 institutions reported DFIS in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 57.8% of the visible book. -16 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1.9B58.7M0.92%Q1 202602
Matson Money. Inc.
CIK 0001672512
$401M11.9M12.31%Q1 202603
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$111M3.3M0.61%Q1 202604
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$108M3.2M2.27%Q1 202605
Corient Private Wealth LLC
CIK 0001948780
$94M2.8M0.13%Q1 202606
Creative Planning
CIK 0001540235
$82M2.4M0.06%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$62M1.8M0.02%Q1 202608
MATHER GROUP, LLC.
CIK 0001527641
$50M1.5M0.50%Q1 202609
TCI Wealth Advisors, Inc.
CIK 0001583751
$48M1.4M2.55%Q1 202610
BANK OF MONTREAL /CAN/
CIK 0000927971
$48M1.4M0.02%Q1 202611
Evanson Asset Management, LLC
CIK 0001626379
$47M1.4M2.53%Q1 202612
Savant Capital, LLC
CIK 0001482880
$44M1.3M0.21%Q1 202613
Miracle Mile Advisors, LLC
CIK 0001585859
$44M1.3M0.60%Q1 202614
Modern Wealth Management, LLC
CIK 0002001900
$43M1.3M0.74%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$43M1.3M0.01%Q1 202616
Wescott Financial Advisory Group, LLC
CIK 0001864880
$40M1.2M3.50%Q1 202617
CWM, LLC
CIK 0001535847
$38M1.1M0.10%Q1 202618
Root Financial Partners, LLC
CIK 0001977181
$38M1.1M1.74%Q1 202619
Discipline Wealth Solutions, LLC
CIK 0002010507
$32M962K3.41%Q1 202620
Vise Technologies, Inc.
CIK 0001812090
$30M916K0.59%Q1 2026
Page 1 of 18
338 more holders available. Log in →