Public ownership evidence

Dimensional International Small Cap ETF (DFIS) Ownership Disclosures

Read DFIS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional International Small Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
435,382
Value (USD)
$15,251,450
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFIS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFIS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28435,382$15,251,450None
AFFINITY WEALTH LLC2025-12-312026-08-27542$17,853None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26659,583$23,105,200None
Rehmann Capital Advisory Group2026-06-302026-08-2111,264$394,577None
Kingsview Wealth Management, LLC2026-06-302026-08-2021,747$761,797None
Archer Investment Corp2026-06-302026-08-20249$8,722None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20601,708$21,077,814None
Beacon Pointe Advisors, LLC2026-06-302026-08-19296,400$10,382,907None
Copia Wealth Management2026-06-302026-08-19164$5,745None
Strive Financial Group ,LLC2026-06-302026-08-18398$13,942None
Parvin Asset Management, LLC2026-06-302026-08-18734$25,712None
Corient Private Wealth LP2026-06-302026-08-18435,382$15,251,450None
Nalls Sherbakoff Group, LLC2026-06-302026-08-187,176$251,368None
Nalls Sherbakoff Group, LLC2026-03-312026-08-187,174$241,554None
Equitable Holdings, Inc.2026-06-302026-08-18241,249$8,450,952None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1575$2,627None
SEI INVESTMENTS CO2026-06-302026-08-1561,455$2,152,780None
Glen Eagle Advisors, LLC2026-06-302026-08-151,750$61,303None
Modern Wealth Management, LLC2026-06-302026-08-151,740,841$60,981,657None
Modern Wealth Management, LLC2026-06-302026-08-15247$8,652None
Viaable, LLC2026-06-302026-08-15127,912$4,503,115None
VANCE WEALTH, LLC2026-06-302026-08-15106,965$3,746,975None
AIRE ADVISORS, LLC2026-06-302026-08-15461,663$16,172,045None
IFG Advisory, LLC2026-06-302026-08-15719$25,187None
OSAIC HOLDINGS, INC.2026-06-302026-08-15714$25,020None
OSAIC HOLDINGS, INC.2026-06-302026-08-15152,146$5,329,666None
OSAIC HOLDINGS, INC.2026-06-302026-08-15175,921$6,163,858None
Betterment LLC2026-06-302026-08-1588,164$3,088,000None
JANE STREET GROUP, LLC2026-06-302026-08-15243,338$8,524,130None
Orion Porfolio Solutions, LLC2026-06-302026-08-1532,053$1,122,818None
HRT FINANCIAL LP2026-06-302026-08-158,099$283,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15173,050$6,061,942None
Ancora Advisors LLC2026-06-302026-08-151,325$46,415None
Medallion Wealth Advisors, LLC2026-06-302026-08-1525$876None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1519,139$670,443None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-159,124$319,624None
Waverly Advisors, LLC2026-06-302026-08-15132,545$4,643,053None
&PARTNERS2026-06-302026-08-1530,246$1,059,517None
Financial Engines Advisors L.L.C.2026-06-302026-08-1519,003$665,675None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,762,093$131,786,118None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1557,603,062$2,024,747,608None
AMERIPRISE FINANCIAL INC2026-06-302026-08-159,066$317,582None
Ausdal Financial Partners, Inc.2026-06-302026-08-1519,771$692,578None
Cerity Partners LLC2026-06-302026-08-1519,936$698,367None
Cerity Partners LLC2026-06-302026-08-151,248,172$43,723,433None
Cresset Asset Management, LLC2026-06-302026-08-157,673$268,785None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157,819$273,909None
Park Place Capital Corp2026-06-302026-08-15818$28,655None
ROYAL BANK OF CANADA2026-06-302026-08-1557,999$2,032,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,147$40,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Copia Wealth Management ↗Strive Financial Group ,LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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