Dimensional International SMDFISETF

13F holders, Q1 2025 (March 31)
244holders +12
28new positions
12sold out
1famous investor
$25.91avg. 13F price*

At the end of Q1 2025, 244 institutions reported holding Dimensional International SM (DFIS) in their 13F filings, up 12 from Q4 2024. 28 opened new positions and 12 sold out. The largest holders were Jones Financial Companies LLLP ($481.4M), Matson Money. Inc. ($322.4M) and Mather Group, Llc. ($295.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$241.4M
Exits12$935K

All 13F filers, Q4 2024 → Q1 2025: 13,981,278 shares bought and 977,033 shares sold, net +13,004,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

Jones Financial Companies LLLP 0.43% Add +3.9% 18,411,354 $481.4M
Matson Money. Inc. 11.73% Add +0.5% 12,475,814 $322.4M
Mather Group, Llc. 3.41% Add +6.9% 11,415,836 $295.0M
Envestnet Portfolio Solutions, Inc. 0.39% New 3,903,101 $100.9M
First Citizens Bank & Trust Co. 2.49% New 3,790,191 $97.9M
Corient Private Wealth LP 0.15% Reduce -6.0% 3,589,812 $92.8M
Creative Planning 0.04% Reduce -2.4% 1,805,040 $46.6M
Savant Capital, LLC 0.39% Reduce -14.7% 1,769,143 $45.7M
Envestnet Asset Management Inc. 0.01% Add +3.1% 1,700,898 $44.0M
Park Avenue Securities LLC 0.46% Add +4.3% 1,440,087 $37.2M
TCI Wealth Advisors, Inc. 2.92% Add +9.1% 1,411,360 $36.5M
Wescott Financial Advisory Group, LLC 3.65% Add +10.3% 1,361,318 $35.2M
Bank of Montreal 0.02% Add +6.8% 1,199,831 $31.0M
Forum Financial Management, LP 0.50% Reduce -0.5% 1,161,557 $30.0M
Evanson Asset Management, LLC 2.07% Reduce -1.3% 1,132,539 $29.3M
Total Wealth Planning, LLC 4.23% Add +5.6% 1,070,693 $27.7M
Efficient Advisors, LLC 1.73% Reduce -1.1% 1,027,694 $26.6M
Citadel Advisors 0.02% New 849,812 $22.0M
Focus Partners Wealth 0.05% Add +181.9% 816,414 $21.1M
Root Financial Partners, LLC 1.68% Add +20.4% 608,357 $15.7M
Corrigan Financial, Inc. 3.15% Add +22.6% 590,889 $15.3M
Index Fund Advisors, Inc. 0.94% Add +2.7% 585,286 $15.1M
Ballentine Capital Advisors, Inc 6.47% Add +2.3% 493,614 $12.8M
Cerity Partners LLC 0.03% Add +7.3% 488,856 $12.6M
Old Mission Capital LLC 0.24% Add +67.5% 487,731 $12.6M
Planning Center, Inc. 1.46% Add +4.5% 477,149 $12.3M
Aire Advisors, LLC 2.45% Add +6.1% 450,988 $11.7M
Larson Financial Group LLC 0.54% Reduce -5.8% 437,704 $11.3M
Tobias Financial Advisors, Inc. 2.08% Add +20.6% 413,753 $10.7M
Wealth Management Nebraska 1.56% Add +1.9% 397,493 $10.3M
Alesco Advisors, LLC, An ESL Co 0.29% Add +10.7% 362,456 $9.4M
Tillman Hartley LLC 2.57% Add +4.6% 341,552 $8.8M
Advisory Alpha, LLC 0.30% Add +49.6% 339,541 $8.8M
Jane Street Group, LLC 0.02% Add +168.8% 331,836 $8.6M
Tanager Wealth Management LLP 1.07% Add +36.2% 318,774 $8.2M
Eclectic Associates Inc. 2.20% Add +54.5% 317,941 $8.2M
Perritt Capital Management Inc 4.52% Reduce -0.4% 317,122 $8.2M
Ritter Daniher Financial Advisory LLC / DE 2.15% Add +90.8% 305,344 $7.9M
Discipline Wealth Solutions, LLC 3.61% Add +2.2% 293,071 $7.6M
JPMorgan Chase & Co. 0.00% Add +2.0% 279,818 $7.2M
Robinswood Financial LLC 2.59% Add +4.9% 271,578 $7.0M
Kelly Financial Group LLC 2.18% Add +3.1% 270,088 $7.0M
Forvis Mazars Wealth Advisors, LLC 0.17% Reduce -21.1% 269,960 $7.0M
Allworth Financial LP 0.04% Add +8.7% 257,153 $6.9M
Timonier Family Office, LTD. 3.01% Add +28.5% 263,310 $6.8M
Beacon Pointe Advisors, LLC 0.07% Add +3.0% 257,869 $6.7M
Websterrogers Financial Advisors, LLC 2.24% Reduce -7.0% 253,695 $6.6M
Allodium Investment Consultants, LLC 4.81% Add +4.7% 252,082 $6.5M
Abacus Planning Group, Inc. 1.14% Add +7.9% 250,831 $6.5M
SVB Wealth LLC 0.26% New 243,506 $6.3M
Factor Wealth Management LTD 1.85% Add +5.8% 233,018 $6.0M
Waverly Advisors, LLC 0.07% Add +15.8% 215,176 $5.6M
Collective Family Office LLC 1.50% Add +8.5% 214,208 $5.5M
Disciplined Investments, LLC 2.34% Add +29.0% 197,550 $5.1M
Addison Advisors LLC 1.32% Add +3.8% 187,820 $4.9M
Dynamic Advisor Solutions LLC 0.16% Add +1.6% 187,259 $4.8M
Brand Asset Management Group, Inc. 1.94% New 180,298 $4.7M
DAVENPORT & Co LLC 0.03% Add +9.3% 175,985 $4.5M
Acorn Creek Capital LLC 2.24% Add +0.4% 173,334 $4.5M
Level Financial Advisors 1.51% Add +16.9% 171,545 $4.4M
First Pacific Financial 0.83% Add +23.5% 157,417 $4.1M
Morgan Stanley 0.00% Add +3.4% 154,300 $4.0M
Sachem Hill LLC 0.74% Add +5.8% 145,945 $3.8M
Tilson Financial Group, Inc. 1.47% Add +4.3% 144,236 $3.7M
McMill Wealth Management 1.34% Add +29.8% 144,189 $3.7M
Focus Partners Advisor Solutions, LLC 0.06% Add +30.0% 141,280 $3.7M
Commonwealth Equity Services, LLC 0.01% Add +3.7% 140,425 $3.6M
LPL Financial LLC 0.00% Reduce -13.1% 136,733 $3.5M
Marcum Wealth, LLC 0.30% Add +8.1% 134,710 $3.5M
Sequoia Financial Advisors, LLC 0.03% Reduce -1.9% 134,570 $3.5M
Mercer Global Advisors Inc. 0.01% Reduce -3.8% 131,030 $3.4M
Integrity Wealth Solutions LLC 1.82% Add +4.6% 130,276 $3.4M
Lam Group, Inc. 2.42% Reduce -6.6% 127,370 $3.3M
MML Investors Services, LLC 0.01% Reduce -6.0% 124,575 $3.2M
Broadway Wealth Solutions, Inc. 2.30% Add +15.8% 121,813 $3.1M
Martin Worley Group 1.74% Add +15.7% 118,166 $3.1M
Trinity Financial Advisors LLC 1.07% Add +1.1% 116,868 $3.0M
Morris Financial Concepts, Inc. 1.23% Add +12.0% 113,433 $2.9M
First Citizens Asset Management, Inc. 1.13% New 112,696 $2.9M
Navigoe, LLC 2.51% Reduce -11.5% 112,312 $2.9M
Spire Wealth Management 0.09% Add +8.3% 110,812 $2.9M
Osaic Holdings, Inc. 0.01% Add +6.4% 109,038 $2.8M
Ariadne Wealth Management, LP 1.46% Add +1.2% 100,992 $2.8M
Pinney & Scofield, Inc. 2.01% Add +21.5% 107,474 $2.8M
PBMares Wealth Management LLC 0.53% Add +26.1% 103,251 $2.7M
IAG Wealth Partners, LLC 0.40% Add +5.8% 99,592 $2.6M
Betterment LLC 0.01% Reduce -9.7% 93,587 $2.4M
Private Advisor Group, LLC 0.01% Add +9.5% 91,984 $2.4M
Kestra Private Wealth Services, LLC 0.04% Reduce -11.1% 86,081 $2.2M
Aurelius Family Office LLC 1.09% Reduce -2.8% 82,830 $2.1M
Ruedi Wealth Management, Inc. 0.67% Add +0.8% 82,498 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -16.0% 77,681 $2.0M
Orion Portfolio Solutions, LLC 0.02% Reduce -16.0% 77,681 $2.0M
Austin Asset Management Co Inc 0.43% Reduce -0.5% 76,683 $2.0M
Royal Bank of Canada 0.00% Add +133.7% 71,960 $1.9M
Jackson Thornton Wealth Management, LLC 0.24% Add +53.9% 68,443 $1.8M
Avior Wealth Management, LLC 0.07% Add +3.5% 68,809 $1.8M
Natixis Advisors, LLC 0.00% Add +46.5% 65,768 $1.7M
McNamara Financial Services, Inc. 0.36% Add +13.0% 64,378 $1.7M
Prospect Financial Group LLC 2.02% Reduce -0.4% 61,327 $1.6M

"% 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 244 holders