Dimensional International SMDFISETF
13F holders, Q4 2024 (December 31)232holders +41
25new positions
8sold out
$24.56avg. 13F price*
At the end of Q4 2024, 232 institutions reported holding Dimensional International SM (DFIS) in their 13F filings, up 41 from Q3 2024. 25 opened new positions and 8 sold out. The largest holders were Jones Financial Companies LLLP ($435.0M), Matson Money. Inc. ($304.8M) and Mather Group, Llc. ($262.2M).
- Company
- Dimensional International SM
- CUSIP
- 25434V773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $9.0M |
| Exits | 8 | $919K |
All 13F filers, Q3 2024 → Q4 2024: 6,019,018 shares bought and 5,113,980 shares sold, net +905,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Jones Financial Companies LLLP | 0.41% | Reduce -20.1% | 17,716,121 | $435.0M |
| Matson Money. Inc. | 10.94% | Add +0.7% | 12,414,984 | $304.8M |
| Mather Group, Llc. | 3.40% | Add +5.1% | 10,678,258 | $262.2M |
| Corient Private Wealth LP | 0.16% | Reduce -4.9% | 3,819,264 | $93.8M |
| Savant Capital, LLC | 0.40% | Reduce -4.6% | 2,075,112 | $51.0M |
| Creative Planning | 0.04% | Add +2729.4% | 1,849,316 | $45.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 1,649,029 | $40.5M |
| Park Avenue Securities LLC | 0.35% | Add +9.4% | 1,381,380 | $33.9M |
| TCI Wealth Advisors, Inc. | 2.65% | Add +17.1% | 1,293,194 | $31.8M |
| Wescott Financial Advisory Group, LLC | 3.14% | Add +2.0% | 1,234,291 | $30.3M |
| Forum Financial Management, LP | 0.48% | Add +46.1% | 1,167,811 | $28.7M |
| Evanson Asset Management, LLC | 1.93% | Add +6.5% | 1,147,462 | $28.2M |
| Bank of Montreal | 0.01% | Add +7.5% | 1,123,630 | $27.6M |
| Efficient Advisors, LLC | 1.64% | Add +10.0% | 1,039,443 | $25.5M |
| Total Wealth Planning, LLC | 3.88% | Add +6.5% | 1,013,931 | $24.9M |
| Index Fund Advisors, Inc. | 0.76% | Add +12.1% | 569,882 | $14.0M |
| Merriman Wealth Management, LLC | 0.55% | Reduce -4.3% | 534,781 | $13.1M |
| Root Financial Partners, LLC | 1.54% | Add +32.5% | 505,121 | $12.4M |
| Ballentine Capital Advisors, Inc | 6.14% | Add +1.1% | 482,413 | $11.8M |
| Corrigan Financial, Inc. | 2.71% | Add +8.9% | 481,862 | $11.8M |
| Larson Financial Group LLC | 0.59% | Reduce -7.5% | 464,498 | $11.4M |
| Planning Center, Inc. | 1.42% | Add +0.5% | 456,531 | $11.2M |
| Cerity Partners LLC | 0.02% | Add +6.7% | 455,782 | $11.2M |
| Aire Advisors, LLC | 2.15% | Add +6.6% | 425,150 | $10.4M |
| Wealth Management Nebraska | 1.56% | — | 390,150 | $9.6M |
| Tobias Financial Advisors, Inc. | 1.69% | Add +14.7% | 343,041 | $8.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -8.6% | 342,119 | $8.4M |
| Alesco Advisors, LLC, An ESL Co | 0.25% | Add +14.1% | 327,408 | $8.0M |
| Tillman Hartley LLC | 2.30% | Add +6.8% | 326,636 | $8.0M |
| Perritt Capital Management Inc | 4.06% | Add +2.7% | 318,459 | $7.8M |
| Old Mission Capital LLC | 0.17% | Reduce -19.5% | 291,122 | $7.1M |
| Focus Partners Wealth | 0.02% | Add +15.2% | 289,574 | $7.1M |
| Discipline Wealth Solutions, LLC | 3.26% | Add +14.7% | 286,879 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +613.7% | 274,363 | $6.7M |
| Websterrogers Financial Advisors, LLC | 2.33% | Reduce -2.3% | 272,653 | $6.7M |
| Kelly Financial Group LLC | 2.29% | — | 262,054 | $6.4M |
| Robinswood Financial LLC | 2.40% | Add +6.3% | 258,906 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.6% | 250,276 | $6.1M |
| Allodium Investment Consultants, LLC | 4.94% | — | 240,807 | $5.9M |
| Allworth Financial LP | 0.03% | Add +2323.0% | 236,505 | $5.9M |
| Tanager Wealth Management LLP | 0.75% | Add +1914.3% | 233,977 | $5.7M |
| Abacus Planning Group, Inc. | 1.00% | Add +13.8% | 232,397 | $5.7M |
| Advisory Alpha, LLC | 0.20% | Add +4.3% | 226,886 | $5.6M |
| Factor Wealth Management LTD | 1.80% | — | 220,254 | $5.4M |
| Eclectic Associates Inc. | 1.49% | Add +342.1% | 205,803 | $5.1M |
| Timonier Family Office, LTD. | 2.58% | — | 204,939 | $5.0M |
| Collective Family Office LLC | 1.33% | Add +5.8% | 197,507 | $4.8M |
| Waverly Advisors, LLC | 0.07% | Add +51.1% | 185,812 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +4.7% | 184,396 | $4.5M |
| Addison Advisors LLC | 1.24% | Add +7.9% | 180,880 | $4.4M |
| Acorn Creek Capital LLC | 2.18% | Add +4.5% | 172,682 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +11.7% | 161,050 | $4.0M |
| Ritter Daniher Financial Advisory LLC / DE | 1.11% | New | 160,027 | $3.9M |
| LPL Financial LLC | 0.00% | Add +12.5% | 157,394 | $3.9M |
| Disciplined Investments, LLC | 1.85% | Add +5.8% | 153,089 | $3.8M |
| Morgan Stanley | 0.00% | Add +3.6% | 149,302 | $3.7M |
| Level Financial Advisors | 1.32% | Add +23.9% | 146,784 | $3.6M |
| Tilson Financial Group, Inc. | 1.39% | Add +7.0% | 138,278 | $3.4M |
| Sachem Hill LLC | 0.71% | Add +7.3% | 137,960 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +4.0% | 137,156 | $3.4M |
| Lam Group, Inc. | 2.39% | Add +32.2% | 136,410 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -35.1% | 136,135 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 135,360 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 132,548 | $3.3M |
| First Pacific Financial | 0.73% | Add +34.6% | 127,490 | $3.1M |
| Navigoe, LLC | 3.04% | — | 126,921 | $3.1M |
| Marcum Wealth, LLC | 0.27% | Add +6.1% | 124,586 | $3.1M |
| Integrity Wealth Solutions LLC | 1.71% | Reduce -0.0% | 124,564 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +24.3% | 123,436 | $3.0M |
| Trinity Financial Advisors LLC | 1.08% | Add +113.0% | 115,597 | $2.8M |
| McMill Wealth Management | 1.10% | — | 111,121 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +8.9% | 108,644 | $2.7M |
| Broadway Wealth Solutions, Inc. | 1.96% | — | 105,150 | $2.6M |
| Ariadne Wealth Management, LP | 1.17% | Add +17.7% | 99,836 | $2.6M |
| Betterment LLC | 0.01% | Add +11.8% | 103,649 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.1% | 102,492 | $2.5M |
| Spire Wealth Management | 0.08% | Add +1.1% | 102,316 | $2.5M |
| Martin Worley Group | 1.57% | — | 102,129 | $2.5M |
| Morris Financial Concepts, Inc. | 1.07% | Add +13.8% | 101,318 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +3.6% | 96,832 | $2.4M |
| IAG Wealth Partners, LLC | 0.41% | Add +11.1% | 94,128 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.4% | 92,455 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +0.4% | 92,455 | $2.3M |
| Pinney & Scofield, Inc. | 1.64% | — | 88,439 | $2.2M |
| Aurelius Family Office LLC | 1.06% | — | 85,187 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +29.5% | 84,032 | $2.1M |
| PBMares Wealth Management LLC | 0.41% | Add +51.2% | 81,912 | $2.0M |
| Ruedi Wealth Management, Inc. | 0.63% | Add +18.6% | 81,858 | $2.0M |
| Austin Asset Management Co Inc | 0.39% | Reduce -5.5% | 77,041 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +70.3% | 70,399 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Add +5.0% | 66,471 | $1.6M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -2.3% | 64,512 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.52% | Reduce -8.2% | 64,044 | $1.6M |
| Prospect Financial Group LLC | 1.86% | — | 61,559 | $1.5M |
| McNamara Financial Services, Inc. | 0.33% | Reduce -7.8% | 56,983 | $1.4M |
| DiNuzzo Private Wealth, Inc. | 0.17% | Reduce -0.5% | 55,673 | $1.4M |
| Sterling Wealth Management, Inc. | 0.48% | Add +15.6% | 53,421 | $1.3M |
| PFG Advisors | 0.08% | Add +9.8% | 52,856 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 52,580 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 51,718 | $1.3M |
"% of holder's portfolio" is DFIS's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.