Dimensional International SMDFISETF

13F holders, Q2 2024 (June 30)
180holders +15
23new positions
11sold out
1famous investor
$24.70avg. 13F price*

At the end of Q2 2024, 180 institutions reported holding Dimensional International SM (DFIS) in their 13F filings, up 15 from Q1 2024. 23 opened new positions and 11 sold out. The largest holders were Jones Financial Companies LLLP ($527.4M), Mather Group, Llc. ($163.3M) and Corient Private Wealth LP ($102.1M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Dimensional International SM
CUSIP
25434V773
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 165Q1 2024Q2 2024: 180Q2 2024Q3 2024: 191Q3 2024Q4 2024: 232Q4 2024Q1 2025: 244Q1 2025Q2 2025: 263Q2 2025Q3 2025: 273Q3 2025Q4 2025: 324Q4 2025Q1 2026: 340Q1 2026Q2 2026: 362Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions23$5.9M
Exits11$17.2M

All 13F filers, Q1 2024 → Q2 2024: 14,506,683 shares bought and 1,458,980 shares sold, net +13,047,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 180 holders

Jones Financial Companies LLLP 0.61% Add +83.5% 21,411,946 $527.4M
Mather Group, Llc. 2.01% Add +5.1% 6,515,298 $163.3M
Corient Private Wealth LP 0.18% Add +1.5% 4,144,099 $102.1M
Savant Capital, LLC 0.64% Add +19.5% 2,610,322 $64.3M
Jane Street Group, LLC 0.05% Add +603.7% 1,772,909 $43.7M
Envestnet Asset Management Inc. 0.01% Add +4.4% 1,462,676 $36.0M
Park Avenue Securities LLC 0.35% Add +10.9% 1,152,221 $28.4M
Evanson Asset Management, LLC 1.81% Add +9.0% 998,839 $24.6M
Bank of Montreal 0.01% Add +10.9% 982,709 $24.4M
Total Wealth Planning, LLC 3.77% Add +7.7% 886,676 $23.0M
Efficient Advisors, LLC 1.47% Reduce -2.1% 922,636 $22.7M
TCI Wealth Advisors, Inc. 2.11% Add +23.0% 909,343 $22.4M
Forum Financial Management, LP 0.36% No change 799,532 $19.7M
Wescott Financial Advisory Group, LLC 1.71% Add +90.0% 598,196 $14.7M
Merriman Wealth Management, LLC 0.59% Reduce -2.7% 548,809 $13.5M
Larson Financial Group LLC 0.88% Reduce -50.8% 524,398 $12.9M
Edmonds Duncan Registered Investment Advisors, LLC 2.91% Add +4.0% 485,299 $12.0M
Ballentine Capital Advisors, Inc 6.19% Add +4.5% 472,976 $11.6M
Planning Center, Inc. 1.45% Add +1.4% 451,332 $11.1M
Index Fund Advisors, Inc. 0.60% Add +24.8% 430,329 $10.6M
Aire Advisors, LLC 2.32% Add +1.8% 413,225 $10.2M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -0.4% 389,419 $9.6M
Corrigan Financial, Inc. 2.37% No change 370,194 $9.3M
Cerity Partners LLC 0.02% Add +5.6% 366,289 $9.0M
Perritt Capital Management Inc 4.16% Add +2.3% 308,958 $7.6M
Tillman Hartley LLC 2.58% Add +4.0% 306,588 $7.6M
Tobias Financial Advisors, Inc. 1.50% Add +28.5% 282,006 $6.9M
Websterrogers Financial Advisors, LLC 2.44% Add +2.6% 278,593 $6.9M
Root Financial Partners, LLC 1.53% Add +38.3% 264,791 $6.5M
Beacon Pointe Advisors, LLC 0.07% Add +0.8% 242,606 $6.0M
Mercer Global Advisors Inc. 0.02% Reduce -22.9% 228,663 $5.6M
Alesco Advisors, LLC, An ESL Co 0.18% Add +24.8% 227,990 $5.6M
Discipline Wealth Solutions, LLC 4.25% Add +18.1% 218,676 $5.4M
Buckingham Strategic Wealth, LLC 0.06% Add +8.9% 216,997 $5.3M
Robinswood Financial LLC 2.11% Add +12.2% 211,816 $5.2M
Advisory Alpha, LLC 0.20% Add +199.8% 209,223 $5.2M
Dynamic Advisor Solutions LLC 0.14% Add +34.2% 175,282 $4.3M
Collective Family Office LLC 1.18% Add +8.2% 162,750 $4.0M
Acorn Creek Capital LLC 2.30% Add +2.6% 156,342 $3.9M
Abacus Planning Group, Inc. 0.75% Add +1.6% 155,939 $3.8M
Morgan Stanley 0.00% Add +58.8% 143,130 $3.5M
DAVENPORT & Co LLC 0.02% Add +32.8% 137,618 $3.4M
Addison Advisors LLC 1.09% Add +26.3% 136,983 $3.4M
Commonwealth Equity Services, LLC 0.01% Reduce -29.4% 130,886 $3.2M
Disciplined Investments, LLC 1.71% Add +3.2% 130,688 $3.2M
Sequoia Financial Advisors, LLC 0.04% Add +6.2% 130,347 $3.2M
MML Investors Services, LLC 0.01% Add +154.6% 126,046 $3.1M
Sachem Hill LLC 0.64% Add +32.8% 121,989 $3.0M
Tilson Financial Group, Inc. 2.99% Add +8.3% 120,217 $3.0M
Marcum Wealth, LLC 0.28% Add +4.8% 113,220 $2.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -6.1% 107,851 $2.7M
Orion Portfolio Solutions, LLC 0.03% Reduce -6.1% 107,851 $2.7M
Integrity Wealth Solutions LLC 1.65% Add +16.3% 102,981 $2.5M
Lam Group, Inc. 2.13% Add +0.6% 102,555 $2.5M
Focus Partners Advisor Solutions, LLC 0.06% Add +1.5% 98,950 $2.4M
Spire Wealth Management 0.08% Reduce -0.8% 97,737 $2.4M
Waverly Advisors, LLC 0.05% Add +28.4% 96,558 $2.4M
Syverson Strege & Co 0.79% Add +131.6% 94,010 $2.3M
Level Financial Advisors 0.98% Add +39.7% 91,853 $2.3M
Morris Financial Concepts, Inc. 1.01% Add +49.6% 85,881 $2.1M
Betterment LLC 0.01% Add +10.5% 84,504 $2.1M
Osaic Holdings, Inc. 0.00% Add +51.4% 84,096 $2.1M
Kestra Private Wealth Services, LLC 0.04% Add +16.6% 79,420 $2.0M
Austin Asset Management Co Inc 0.42% Add +19.3% 79,277 $2.0M
First Pacific Financial 0.49% Add +42.6% 77,960 $1.9M
IAG Wealth Partners, LLC 0.38% Add +15.2% 77,303 $1.9M
Ariadne Wealth Management, LP 1.40% — 72,458 $1.8M
Glass Jacobson Investment Advisors llc 0.62% Reduce -0.4% 69,002 $1.7M
Creative Planning 0.00% Add +30.0% 65,518 $1.6M
Modera Wealth Management, LLC 0.02% Add +12.5% 61,270 $1.5M
McNamara Financial Services, Inc. 0.32% Add +14.1% 61,232 $1.5M
LPL Financial LLC 0.00% Add +28.4% 61,118 $1.5M
Private Advisor Group, LLC 0.01% Add +13.5% 60,419 $1.5M
Ruedi Wealth Management, Inc. 0.59% Add +35.6% 60,414 $1.5M
Avior Wealth Management, LLC 0.06% Add +11.4% 60,076 $1.5M
AdvisorNet Financial, Inc 0.13% Reduce -0.7% 57,771 $1.4M
DiNuzzo Private Wealth, Inc. 0.19% Add +0.2% 56,735 $1.4M
Provident Wealth Management, LLC 0.49% Reduce -4.7% 54,335 $1.3M
NewEdge Advisors, LLC 0.01% Add +5.0% 50,508 $1.2M
Captrust Financial Advisors 0.00% Add +13.6% 50,415 $1.2M
PBMares Wealth Management LLC 0.28% Add +12.7% 46,558 $1.1M
ERn Financial, LLC 0.19% Reduce -10.9% 45,717 $1.1M
PFG Advisors 0.08% Add +6.7% 45,267 $1.1M
Mariner, LLC 0.00% Add +14.3% 43,509 $1.1M
Kestra Advisory Services, LLC 0.01% Add +56.9% 42,909 $1.1M
Blue Trust, Inc. 0.01% No change 38,401 $962K
EverSource Wealth Advisors, LLC 0.06% Add +39.9% 36,391 $943K
Aspire Wealth Management Corp 0.52% Add +16.7% 36,578 $901K
Maryland Capital Advisors Inc. 0.45% Add +0.8% 34,176 $842K
Chicago Partners Investment Group LLC 0.03% Reduce -0.3% 32,931 $838K
Wealthspan Partners, LLC 0.45% Add +7.6% 33,027 $813K
Blume Capital Management, Inc. 0.20% No change 32,750 $807K
Vestia Personal Wealth Advisors 0.84% — 31,850 $784K
Vance Wealth, LLC 0.31% New 30,429 $749K
Jackson Thornton Wealth Management, LLC 0.11% New 29,061 $716K
Sax Wealth Advisors, LLC 0.06% Reduce -23.3% 26,735 $658K
Colony Family Offices, LLC 0.21% Add +32.3% 26,240 $646K
Cardiff Park Advisors, LLC 0.06% Reduce -31.3% 25,291 $623K
MB Generational Wealth, LLC 0.48% No change 24,948 $614K
Elwood & Goetz Wealth Advisory Group, LLC 0.17% Add +7.4% 23,675 $583K

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

Show all 180 holders