Dimensional International SMDFISETF
13F holders, Q3 2024 (September 30)191holders +11
18new positions
7sold out
$26.81avg. 13F price*
At the end of Q3 2024, 191 institutions reported holding Dimensional International SM (DFIS) in their 13F filings, up 11 from Q2 2024. 18 opened new positions and 7 sold out. The largest holders were Jones Financial Companies LLLP ($593.5M), Matson Money. Inc. ($330.8M) and Mather Group, Llc. ($272.5M).
- Company
- Dimensional International SM
- CUSIP
- 25434V773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $344.5M |
| Exits | 7 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 19,876,650 shares bought and 2,551,938 shares sold, net +17,324,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Jones Financial Companies LLLP | 0.61% | Add +3.5% | 22,159,445 | $593.5M |
| Matson Money. Inc. | 11.36% | New | 12,329,118 | $330.8M |
| Mather Group, Llc. | 3.50% | Add +55.9% | 10,157,785 | $272.5M |
| Corient Private Wealth LP | 0.17% | Reduce -3.1% | 4,015,042 | $107.7M |
| Savant Capital, LLC | 0.48% | Reduce -16.7% | 2,175,345 | $58.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 1,543,899 | $41.4M |
| Park Avenue Securities LLC | 0.38% | Add +9.6% | 1,262,708 | $33.9M |
| Wescott Financial Advisory Group, LLC | 3.49% | Add +102.3% | 1,210,382 | $32.5M |
| TCI Wealth Advisors, Inc. | 2.50% | Add +21.5% | 1,104,625 | $29.6M |
| Evanson Asset Management, LLC | 2.04% | Add +7.8% | 1,077,024 | $28.9M |
| Bank of Montreal | 0.01% | Add +6.3% | 1,045,092 | $28.0M |
| Total Wealth Planning, LLC | 3.98% | Add +7.3% | 951,768 | $25.5M |
| Efficient Advisors, LLC | 1.59% | Add +2.4% | 945,032 | $25.4M |
| Forum Financial Management, LP | 0.36% | No change | 799,532 | $21.5M |
| Merriman Wealth Management, LLC | 0.61% | Add +1.8% | 558,721 | $15.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.05% | Add +6.9% | 518,622 | $13.9M |
| Index Fund Advisors, Inc. | 0.72% | Add +18.1% | 508,417 | $13.6M |
| Larson Financial Group LLC | 0.77% | Reduce -4.2% | 502,161 | $13.5M |
| Ballentine Capital Advisors, Inc | 6.42% | Add +0.9% | 477,221 | $12.8M |
| Planning Center, Inc. | 1.50% | Add +0.7% | 454,461 | $12.2M |
| Corrigan Financial, Inc. | 2.72% | Add +19.5% | 442,374 | $11.9M |
| Cerity Partners LLC | 0.03% | Add +16.7% | 427,338 | $11.5M |
| Aire Advisors, LLC | 2.37% | Reduce -3.5% | 398,744 | $10.7M |
| Root Financial Partners, LLC | 1.64% | Add +43.9% | 381,079 | $10.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Reduce -3.9% | 374,249 | $10.0M |
| Old Mission Capital LLC | 0.21% | New | 361,625 | $9.7M |
| Perritt Capital Management Inc | 4.28% | Add +0.4% | 310,125 | $8.3M |
| Tillman Hartley LLC | 2.44% | Reduce -0.2% | 305,974 | $8.2M |
| Tobias Financial Advisors, Inc. | 1.61% | Add +6.1% | 299,152 | $8.0M |
| Alesco Advisors, LLC, An ESL Co | 0.24% | Add +25.8% | 286,872 | $7.7M |
| Websterrogers Financial Advisors, LLC | 2.62% | Add +0.2% | 279,075 | $7.5M |
| Focus Partners Wealth | 0.02% | Add +2162.8% | 251,329 | $6.7M |
| Discipline Wealth Solutions, LLC | 3.54% | Add +14.4% | 250,226 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +1.5% | 246,335 | $6.6M |
| Robinswood Financial LLC | 2.43% | Add +15.0% | 243,606 | $6.5M |
| Advisory Alpha, LLC | 0.21% | Add +4.0% | 217,555 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.2% | 209,823 | $5.6M |
| Abacus Planning Group, Inc. | 0.98% | Add +30.9% | 204,132 | $5.5M |
| Collective Family Office LLC | 1.36% | Add +14.7% | 186,621 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +0.5% | 176,199 | $4.7M |
| Addison Advisors LLC | 1.25% | Add +22.4% | 167,647 | $4.5M |
| Acorn Creek Capital LLC | 2.35% | Add +5.7% | 165,216 | $4.4M |
| Disciplined Investments, LLC | 1.92% | Add +10.7% | 144,652 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +4.7% | 144,123 | $3.9M |
| Morgan Stanley | 0.00% | Add +0.7% | 144,121 | $3.9M |
| LPL Financial LLC | 0.00% | Add +128.8% | 139,850 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.3% | 135,174 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +1.2% | 131,863 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +2.6% | 129,276 | $3.5M |
| Tilson Financial Group, Inc. | 1.50% | Add +7.5% | 129,172 | $3.5M |
| Sachem Hill LLC | 0.70% | Add +5.3% | 128,511 | $3.4M |
| Integrity Wealth Solutions LLC | 1.95% | Add +21.0% | 124,620 | $3.3M |
| Waverly Advisors, LLC | 0.06% | Add +27.4% | 122,976 | $3.3M |
| Level Financial Advisors | 1.21% | Add +29.0% | 118,459 | $3.2M |
| Marcum Wealth, LLC | 0.29% | Add +3.8% | 117,464 | $3.2M |
| Lam Group, Inc. | 1.96% | Add +0.6% | 103,180 | $2.8M |
| Spire Wealth Management | 0.09% | Add +3.6% | 101,248 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +19.4% | 100,415 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +0.8% | 99,768 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -94.4% | 99,340 | $2.7M |
| First Pacific Financial | 0.59% | Add +21.5% | 94,717 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +17.7% | 93,445 | $2.5M |
| Betterment LLC | 0.01% | Add +9.7% | 92,718 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -14.6% | 92,058 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -14.6% | 92,058 | $2.5M |
| Morris Financial Concepts, Inc. | 1.03% | Add +3.6% | 89,003 | $2.4M |
| IAG Wealth Partners, LLC | 0.42% | Add +9.6% | 84,710 | $2.3M |
| Austin Asset Management Co Inc | 0.45% | Add +2.8% | 81,499 | $2.2M |
| Ariadne Wealth Management, LP | 1.19% | Add +17.0% | 84,794 | $2.2M |
| Modera Wealth Management, LLC | 0.02% | Add +16.6% | 71,474 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.62% | Add +1.1% | 69,753 | $1.9M |
| Ruedi Wealth Management, Inc. | 0.64% | Add +14.2% | 69,015 | $1.9M |
| AdvisorNet Financial, Inc | 0.13% | Add +14.3% | 66,051 | $1.8M |
| Creative Planning | 0.00% | Reduce -0.2% | 65,360 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +7.4% | 64,881 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Add +5.4% | 63,327 | $1.7M |
| McNamara Financial Services, Inc. | 0.33% | Add +1.0% | 61,827 | $1.7M |
| DiNuzzo Private Wealth, Inc. | 0.19% | Reduce -1.3% | 55,978 | $1.5M |
| PBMares Wealth Management LLC | 0.30% | Add +16.4% | 54,180 | $1.5M |
| Provident Wealth Management, LLC | 0.48% | Reduce -2.5% | 52,956 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.4% | 52,946 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 51,388 | $1.4M |
| Syverson Strege & Co | 0.44% | Reduce -48.1% | 48,743 | $1.3M |
| Mariner, LLC | 0.00% | Add +11.2% | 48,371 | $1.3M |
| PFG Advisors | 0.08% | Add +6.3% | 48,131 | $1.3M |
| Eclectic Associates Inc. | 0.49% | New | 46,551 | $1.2M |
| Sterling Wealth Management, Inc. | 0.46% | Add +100.7% | 46,204 | $1.2M |
| Aspire Wealth Management Corp | 0.66% | Add +25.2% | 45,803 | $1.2M |
| ERn Financial, LLC | 0.18% | Reduce -1.5% | 45,020 | $1.2M |
| Trinity Financial Advisors LLC | 0.54% | Add +161.1% | 54,261 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +173.2% | 38,444 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +7.7% | 41,351 | $1.0M |
| Vance Wealth, LLC | 0.37% | Add +21.1% | 36,849 | $989K |
| Maryland Capital Advisors Inc. | 0.48% | Add +7.4% | 36,701 | $985K |
| Vestia Personal Wealth Advisors | 0.89% | Add +10.5% | 35,206 | $945K |
| Blume Capital Management, Inc. | 0.20% | No change | 32,750 | $879K |
| Jackson Thornton Wealth Management, LLC | 0.11% | Add +11.2% | 32,321 | $867K |
| Vista Capital Partners, Inc. | 0.10% | New | 32,176 | $863K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +47.2% | 31,190 | $837K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.19% | Add +22.2% | 28,924 | $776K |
"% of holder's portfolio" is DFIS's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.