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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$9.0M
Exits8$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
Provident Wealth Management, LLC 0.41% Reduce -6.0% 49,802 $1.2M
Maryland Capital Advisors Inc. 0.56% Add +34.6% 49,384 $1.2M
Syverson Strege & Co 0.40% Add +0.7% 49,065 $1.2M
Mariner, LLC 0.00% Add +0.4% 48,577 $1.2M
ERn Financial, LLC 0.17% Add +5.0% 47,291 $1.2M
Natixis Advisors, LLC 0.00% Add +72.0% 44,884 $1.1M
Jackson Thornton Wealth Management, LLC 0.14% Add +37.6% 44,475 $1.1M
HighTower Advisors, LLC 0.00% Add +109.9% 44,257 $1.1M
Narus Financial Partners, LLC 0.36% New 43,210 $1.1M
Vestia Personal Wealth Advisors 0.87% Add +21.9% 42,909 $1.1M
Vance Wealth, LLC 0.40% Add +14.7% 42,279 $1.0M
CLG LLC 0.36% — 41,127 $1.0M
JDH Wealth Management, LLC 0.80% — 37,158 $912K
Vista Capital Partners, Inc. 0.10% Add +13.1% 36,382 $893K
Arcadia Wealth Management, LLC 0.45% Add +82.0% 36,175 $888K
Elwood & Goetz Wealth Advisory Group, LLC 0.21% Add +19.2% 34,470 $846K
Bank of America Corp. 0.00% Add +21.7% 34,367 $844K
Blume Capital Management, Inc. 0.18% No change 32,750 $804K
Royal Bank of Canada 0.00% Add +2394.8% 30,786 $756K
Chicago Partners Investment Group LLC 0.02% Add +40.2% 30,761 $750K
WPWealth LLP 0.15% Add +94.8% 30,027 $737K
Quent Capital, LLC 0.08% Add +42.8% 29,767 $731K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.3% 28,612 $703K
EverSource Wealth Advisors, LLC 0.04% Add +167.6% 28,370 $697K
Capital Analysts, LLC 0.03% Add +17.1% 27,746 $681K
Colony Family Offices, LLC 0.21% Add +0.2% 27,518 $676K
Cardiff Park Advisors, LLC 0.06% Reduce -0.6% 25,173 $618K
Squire Investment Management Company, LLC 0.27% Add +18.7% 24,962 $613K
MB Generational Wealth, LLC 0.45% No change 24,948 $613K
Dopkins Wealth Management, LLC 0.30% New 23,773 $584K
Cahill Wealth Management, LLC 0.28% Add +0.2% 22,732 $558K
Sax Wealth Advisors, LLC 0.04% Reduce -10.9% 22,594 $555K
NewEdge Advisors, LLC 0.00% Add +1.4% 22,452 $551K
Modera Wealth Management, LLC 0.01% Reduce -68.8% 22,274 $547K
Ausdal Financial Partners, Inc. 0.04% Reduce -1.8% 21,040 $517K
Aegis Wealth Management LLC 0.33% — 19,565 $480K
Riggs Capital Management LLC 0.47% — 19,348 $475K
Werba Rubin Papier Wealth Management 0.11% Add +0.1% 19,216 $472K
Parkwoods Wealth Partners, LLC 0.37% Add +156.5% 19,151 $470K
GTS Securities LLC 0.02% New 18,979 $466K
Rockwood Wealth Management, LLC 0.05% Add +0.6% 18,963 $465K
Mission Wealth Management, LP 0.01% New 17,577 $432K
Sutton Place Investors LLC 0.24% New 16,938 $416K
Andrews, Lucia Wealth Management LLC 0.27% Add +0.0% 15,277 $410K
Rialto Wealth Management, LLC 0.13% — 16,526 $406K
Quad-Cities Investment Group, LLC 0.20% Reduce -5.8% 16,493 $405K
Tranquility Partners, LLC 0.14% Reduce -7.6% 15,320 $376K
Goldman Sachs Group Inc. 0.00% New 15,215 $374K
Wealthspan Partners, LLC 0.18% Reduce -38.1% 15,132 $372K
Wealthspire Advisors, LLC 0.00% New 14,640 $359K
DBK Financial Counsel, LLC 0.36% Reduce -1.0% 14,358 $353K
Awm Capital, LLC 0.04% Add +0.1% 14,014 $344K
Vermillion Wealth Management, Inc. 0.17% — 13,603 $334K
Five Oceans Advisors 0.15% Reduce -5.8% 13,105 $322K
Sterling Financial Planning, Inc. 0.12% Add +0.0% 13,084 $321K
IFG Advisors, LLC 0.06% Add +1.1% 13,050 $320K
Tortoise Investment Management, LLC 0.03% Add +98.2% 13,037 $320K
NorthCrest Asset Manangement, LLC 0.01% Add +3.9% 12,778 $314K
Principal Securities, Inc. 0.01% Reduce -10.9% 12,165 $299K
Walter & Keenan Wealth Management LLC /in/ 0.09% No change 11,966 $294K
Ascentis Independent Advisors 0.06% No change 11,919 $293K
Abel Hall, LLC 0.19% No change 11,861 $291K
Signet Financial Management, LLC 0.04% Reduce -1.1% 11,664 $286K
Fortis Capital Management LLC 0.05% Add +0.7% 11,662 $286K
Cannon Financial Strategists, Inc. 0.05% No change 11,350 $279K
Elevate Wealth Advisory, Inc. 0.20% Add +104.2% 11,130 $273K
Burton Enright Welch 0.06% Add +6.2% 10,971 $269K
&partners 0.00% Reduce -15.1% 10,344 $255K
Sollinda Capital Management LLC 0.07% New 10,349 $254K
Steward Partners Investment Advisory, LLC 0.00% Add +4.0% 10,315 $253K
Equitable Holdings, Inc. 0.00% New 9,956 $244K
TAGStone Capital, Inc. 0.11% New 9,128 $224K
Stone Summit Wealth LLC 0.07% Reduce -2.7% 8,996 $221K
Cwm, LLC 0.00% No change 8,951 $220K
Joseph Group Capital Management 0.09% Add +179.0% 8,957 $220K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.7% 8,745 $215K
Freedom Investment Management, Inc. 0.02% Add +5.1% 8,652 $212K
Clarity Capital Advisors, LLC 0.14% Add +0.7% 8,608 $211K
GEN Financial Management, INC. 0.13% — 8,322 $204K
Rehmann Capital Advisory Group 0.01% New 8,301 $204K
Family Office Research LLC 0.09% — 8,258 $203K
PNC Financial Services Group, Inc. 0.00% Add +567.5% 7,302 $179K
Fifth Third Bancorp 0.00% Reduce -5.6% 7,032 $173K
Cherry Tree Wealth Management, LLC 0.04% Add +0.9% 6,794 $167K
Motco 0.01% New 5,904 $145K
Wells Fargo & Company 0.00% Add +2.2% 5,059 $124K
Pillar Financial Advisors, LLC 0.08% — 4,336 $106K
Capital Investment Advisory Services, LLC 0.01% Add +0.1% 3,792 $93K
Northwestern Mutual Wealth Management Co. 0.00% New 3,595 $88K
AE Wealth Management LLC 0.00% New 3,430 $84K
Farther Finance Advisors, LLC 0.00% Add +0.0% 3,183 $78K
CIBC Private Wealth Group LLC 0.00% New 3,176 $77K
Fairman Group, LLC 0.06% Add +0.7% 3,039 $75K
Bell Investment Advisors, Inc 0.01% No change 2,994 $74K
LRI Investments, LLC 0.01% Add +0.6% 2,204 $54K
C M Bidwell & Associates Ltd. 0.03% Add +0.7% 2,055 $50K
EnRich Financial Partners LLC 0.02% Reduce -0.2% 2,016 $50K
Glen Eagle Advisors, LLC 0.01% No change 1,750 $43K
IFP Advisors, Inc 0.00% Add +8.7% 1,666 $41K
Smartleaf Asset Management LLC 0.00% Reduce -16.7% 1,550 $38K
Comerica Bank 0.00% No change 1,497 $37K
TruNorth Capital Management, LLC 0.01% No change 1,184 $29K
Beaird Harris Wealth Management, LLC 0.00% No change 1,090 $27K
Providence First Trust Co 0.01% New 980 $24K
Financial Gravity Companies, Inc. 0.00% No change 800 $20K
Howe & Rusling Inc. 0.00% No change 716 $18K
Prudent Man Investment Management, Inc. 0.01% — 676 $17K
UBS Group AG 0.00% New 663 $16K
Geneos Wealth Management Inc. 0.00% No change 622 $15K
Farmers & Merchants Investments Inc. 0.00% No change 591 $15K
MAI Capital Management 0.00% New 482 $12K
Asset Dedication, LLC 0.00% No change 458 $11K
Clarity Asset Management, Inc. 0.01% Add +0.8% 388 $10K
Cassady Schiller Wealth Management, LLC 0.00% New 335 $8K
Aptus Capital Advisors, LLC 0.00% Add +267.5% 283 $7K
Key Financial Inc 0.00% No change 243 $6K
Concourse Financial Group Securities, Inc. 0.00% No change 216 $5K
NBT Bank, N.A. 0.00% New 199 $5K
Bogart Wealth, LLC 0.00% No change 192 $5K
Spectrum Wealth Counsel, LLC 0.00% New 188 $5K
Raleigh Capital Management Inc. 0.00% New 181 $4K
Plante Moran Financial Advisors, LLC 0.00% New 171 $4K
Golden State Wealth Management, LLC 0.00% — 166 $4K
Phillips Financial Management, LLC 0.00% No change 130 $3K
MPWM Advisory Solutions, LLC 0.00% — 40 $982
Medallion Wealth Advisors, LLC 0.00% — 25 $614
US Bancorp \de 0.00% Reduce -91.3% 25 $614
Versant Capital Management, Inc 0.00% No change 24 $589
Runnymede Capital Advisors, Inc. 0.00% — 17 $417
Tompkins Financial Corp. 0.00% No change 17 $417
Operose Advisors LLC 0.00% New 8 $196
FMR LLC 0.00% No change 2 $49

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