Dimensional InternationalDFAIETF

13F holders, Q4 2024 (December 31)
579holders +64
32new positions
30sold out
2famous investors
$29.40avg. 13F price*

At the end of Q4 2024, 579 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 64 from Q3 2024. 32 opened new positions and 30 sold out. The largest holders were Essential Planning, LLC. ($979.5M), SYM FINANCIAL Corp ($194.1M) and Bank of America Corp. ($175.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Dimensional International Co.
CUSIP
25434V203
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 476Q1 2024Q2 2024: 502Q2 2024Q3 2024: 515Q3 2024Q4 2024: 579Q4 2024Q1 2025: 606Q1 2025Q2 2025: 637Q2 2025Q3 2025: 659Q3 2025Q4 2025: 746Q4 2025Q1 2026: 798Q1 2026Q2 2026: 830Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions32$33.3M
Exits30$53.1M

All 13F filers, Q3 2024 → Q4 2024: 49,424,079 shares bought and 6,286,926 shares sold, net +43,137,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 579 holders

Essential Planning, LLC. 6.38% Add +6240.9% 32,285,828 $979.5M
SYM FINANCIAL Corp 25.10% Add +5.5% 6,648,541 $194.1M
Bank of America Corp. 0.02% Reduce -0.7% 5,995,190 $175.1M
Envestnet Asset Management Inc. 0.06% Add +58.9% 5,986,336 $174.8M
Cable Hill Partners, LLC 16.41% Add +2.6% 5,575,354 $162.8M
Corient Private Wealth LP 0.20% Reduce -0.3% 4,195,265 $122.5M
&partners 1.46% Add +54.8% 4,126,118 $122.1M
Northern Trust Corp. 0.02% Reduce -9.1% 3,927,653 $114.7M
Royal Bank of Canada 0.02% Add +5.4% 3,636,907 $106.2M
Moisand Fitzgerald Tamayo, LLC 14.86% Add +1.8% 3,600,812 $105.1M
UBS Group AG 0.02% Add +15.6% 3,164,458 $92.4M
Root Financial Partners, LLC 11.30% Add +28.6% 3,120,221 $91.1M
Pure Financial Advisors, LLC 1.98% Add +7.7% 2,981,741 $87.1M
OneDigital Investment Advisors LLC 0.86% Add +4.2% 2,528,496 $73.8M
Clearstead Advisors, LLC 1.12% Add +6.6% 2,517,712 $73.5M
Mariner, LLC 0.12% Add +7.0% 2,436,602 $71.1M
Marquette Asset Management, LLC 10.21% Add +4.8% 2,142,363 $62.6M
Wealthspire Advisors, LLC 0.62% Add +17.6% 2,136,108 $62.4M
LVZ, Inc. 7.27% Add +2.8% 1,940,769 $56.7M
RVW Wealth, LLC 5.06% Add +1.7% 1,857,233 $54.2M
Kestra Advisory Services, LLC 0.30% Add +13.7% 1,851,346 $54.1M
Evoke Wealth, LLC 1.50% Add +3.8% 1,842,807 $53.8M
Focus Partners Wealth 0.13% Add +11.9% 1,761,816 $51.4M
Wealth Enhancement Advisory Services, LLC 0.09% Add +11.4% 1,675,028 $48.9M
WNY Asset Management, LLC 5.93% Add +1.6% 1,638,621 $47.8M
Sequoia Financial Advisors, LLC 0.45% Add +6.4% 1,604,855 $46.9M
RAM Investment Partners, LLC 11.26% Add +6.3% 1,569,033 $45.8M
Zhang Financial LLC 2.62% Add +5.5% 1,567,205 $45.8M
Financial Management Professionals, Inc. 5.58% Add +6.8% 1,511,904 $44.1M
Private Capital Management LLC 8.47% Add +2.2% 1,452,180 $42.4M
First National Bank of Omaha 2.75% Add +54.6% 1,446,508 $42.2M
Bedel Financial Consulting, Inc. 5.60% Add +7.2% 1,312,892 $40.3M
Spinnaker Investment Group, LLC 9.47% Add +2.3% 1,344,255 $39.3M
Commonwealth Equity Services, LLC 0.06% Add +25.6% 1,332,957 $38.9M
Great Point Wealth Advisors, LLC 8.44% Add +6.3% 1,321,902 $38.6M
EP Wealth Advisors, LLC 0.31% Reduce -41.2% 1,299,556 $37.9M
Aquire Wealth Advisors, LLC 11.75% Add +8.1% 1,299,227 $37.9M
McIlrath & Eck, LLC 4.66% Reduce -9.4% 1,252,311 $36.6M
Betterment LLC 0.09% Add +14.9% 1,226,803 $35.8M
Raymond James Financial Inc. 0.01% — 1,173,086 $34.3M
Wealth Dimensions Group, Ltd. 8.11% Add +5.8% 1,134,008 $33.1M
First National Advisers, LLC 5.13% Add +23.5% 1,087,121 $31.7M
Apollon Wealth Management, LLC 0.73% Add +5.6% 1,082,703 $31.6M
Brighton Jones LLC 0.91% Add +21.3% 1,073,196 $31.3M
JFS Wealth Advisors, LLC 2.06% Add +2.6% 1,032,249 $30.1M
Willow Creek Wealth Management Inc. 2.97% Add +31.2% 997,902 $29.1M
Arista Wealth Management, LLC 6.98% Add +1.4% 996,565 $29.1M
Mather Group, Llc. 0.38% Add +0.7% 992,877 $29.0M
Focus Partners Advisor Solutions, LLC 0.48% Add +40.5% 972,531 $28.4M
Mission Wealth Management, LP 0.65% Reduce -4.2% 929,983 $27.2M
Chico Wealth RIA 23.09% Add +5.3% 904,474 $26.4M
LRI Investments, LLC 2.48% Add +5.3% 895,035 $26.1M
MAI Capital Management 0.19% Add +6.8% 872,118 $25.5M
Aptus Capital Advisors, LLC 0.27% Add +2.8% 782,425 $22.8M
LPL Financial LLC 0.01% Add +1.1% 759,704 $22.2M
Stadion Money Management, LLC 1.73% Add +1.9% 755,727 $22.1M
Sax Wealth Advisors, LLC 1.72% Add +1.3% 750,634 $21.9M
Annandale Capital, LLC 4.29% Add +7.3% 742,385 $21.7M
Perigon Wealth Management, LLC 0.53% Add +1.4% 727,018 $21.4M
Physician Wealth Advisors, Inc. 3.59% Add +10.9% 726,789 $21.2M
Creative Planning 0.02% Reduce -1.6% 724,573 $21.2M
Monument Group Wealth Advisors, LLC 14.84% Reduce -14.3% 718,102 $21.0M
PBMares Wealth Management LLC 4.25% Reduce -16.4% 712,641 $20.8M
SC&H Financial Advisors, Inc. 4.28% Add +10.6% 709,912 $20.7M
MML Investors Services, LLC 0.07% Add +4.8% 702,051 $20.5M
Rappaport Reiches Capital Management, LLC 5.22% Add +10.3% 692,534 $20.2M
Keyes, Stange & Wooten Wealth Management, LLC 11.67% Add +0.3% 677,990 $19.8M
DecisionPoint Financial, LLC 5.98% Add +3.7% 669,871 $19.6M
Stonehearth Capital Management, LLC 7.79% Add +4.8% 665,024 $19.4M
Mercer Global Advisors Inc. 0.05% Add +73.9% 660,581 $19.3M
Valued Wealth Advisors LLC 12.04% Add +7.2% 658,235 $19.2M
NewEdge Advisors, LLC 0.12% Reduce -12.9% 655,328 $19.1M
Advisory Alpha, LLC 0.68% Add +8.7% 653,176 $19.1M
Brogan Financial, Inc. 9.04% Add +7.2% 631,859 $18.5M
Bridgewater Advisors Inc. 1.90% Add +613.0% 627,252 $18.2M
Captrust Financial Advisors 0.05% Reduce -2.9% 618,081 $18.0M
Dynamic Advisor Solutions LLC 0.78% Add +4.8% 615,246 $18.0M
Larson Financial Group LLC 0.92% Reduce -13.2% 608,258 $17.8M
GeoWealth Management, LLC 0.58% Reduce -15.4% 607,732 $17.7M
AE Wealth Management LLC 0.15% Add +13.6% 607,071 $17.7M
BWM Planning, LLC 7.69% Reduce -2.2% 605,449 $17.7M
Fiduciary Financial Group, LLC 3.86% Add +3.9% 608,073 $17.6M
Private Advisor Group, LLC 0.10% Add +51.5% 600,102 $17.5M
Diversify Wealth Management, LLC 1.34% Add +2.5% 595,335 $17.2M
Pallas Capital Advisors LLC 0.74% Add +0.8% 589,125 $17.2M
Quantum Financial Advisors, LLC 2.60% Add +16.1% 583,648 $17.0M
Legacy Financial Group, Inc. 5.44% Add +1.3% 578,952 $16.9M
Awm Capital, LLC 2.06% Reduce -0.5% 576,194 $16.8M
Allworth Financial LP 0.09% Reduce -4.6% 557,041 $16.7M
Evanson Asset Management, LLC 1.13% Add +7.0% 564,627 $16.5M
Curated Wealth Partners LLC 1.87% Add +5.3% 560,728 $16.4M
TCP Asset Management, LLC 3.61% Add +6.4% 560,675 $16.4M
Pathstone Holdings, LLC 0.07% Add +3.3% 544,860 $16.1M
Spectrum Investment Advisors, Inc. 10.37% Add +4.7% 531,981 $15.5M
HighTower Advisors, LLC 0.02% Add +13.8% 527,089 $15.4M
Prudent Man Investment Management, Inc. 8.44% — 522,361 $15.3M
Consilium Wealth Advisory, LLC 6.99% Add +1.9% 501,571 $14.6M
Plancorp, LLC 0.60% Add +26.2% 496,334 $14.5M
tru Independence LLC 4.41% Add +5.2% 480,755 $14.0M
Chicago Partners Investment Group LLC 0.45% Reduce -5.3% 464,191 $13.6M

"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.

Show all 579 holders