Dimensional International SMDFISETF

13F holders, Q4 2025 (December 31)
324holders +51
44new positions
13sold out
$32.95avg. 13F price*

At the end of Q4 2025, 324 institutions reported holding Dimensional International SM (DFIS) in their 13F filings, up 51 from Q3 2025. 44 opened new positions and 13 sold out. The largest holders were Jones Financial Companies LLLP ($1.5B), Matson Money. Inc. ($399.8M) and Natixis Advisors, LLC ($318.5M).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions44$22.2M
Exits13$21.8M

All 13F filers, Q3 2025 → Q4 2025: 19,899,905 shares bought and 3,845,060 shares sold, net +16,054,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 324 holders

Jones Financial Companies LLLP 0.92% Add +34.1% 45,756,884 $1.5B
Matson Money. Inc. 12.64% Reduce -0.6% 12,138,643 $399.8M
Natixis Advisors, LLC 0.45% Add +21.1% 9,669,395 $318.5M
Envestnet Portfolio Solutions, Inc. 0.41% Add +1.3% 3,571,543 $117.6M
First Citizens Bank & Trust Co. 2.39% Add +1.4% 3,477,147 $114.5M
Corient Private Wealth LP 0.12% Reduce -17.6% 2,601,517 $85.7M
Creative Planning 0.06% Add +2.3% 2,417,169 $79.6M
Envestnet Asset Management Inc. 0.02% Add +4.3% 1,762,551 $58.1M
Park Avenue Securities LLC 0.47% Add +5.2% 1,687,512 $55.6M
Mather Group, Llc. 0.53% Reduce -4.0% 1,563,088 $51.5M
TCI Wealth Advisors, Inc. 2.62% Add +1.6% 1,441,448 $47.5M
Bank of Montreal 0.02% Add +3.4% 1,402,946 $46.2M
Evanson Asset Management, LLC 2.38% Add +2.9% 1,336,151 $44.0M
Wescott Financial Advisory Group, LLC 3.72% Reduce -2.0% 1,294,191 $42.6M
Composition Wealth, LLC 0.58% Add +3.6% 1,217,756 $40.1M
Savant Capital, LLC 0.23% Reduce -35.0% 1,213,980 $40.0M
Forum Financial Management, LP 0.50% No change 1,156,857 $38.1M
Modern Wealth Management, LLC 0.69% Add +20.4% 1,156,097 $38.1M
Cwm, LLC 0.09% Add +12986.4% 1,046,523 $34.5M
Root Financial Partners, LLC 1.76% Add +16.0% 1,036,706 $34.1M
Vise Technologies, Inc. 0.59% Add +274.9% 916,244 $30.2M
Efficient Advisors, LLC 1.62% Reduce -16.3% 840,773 $27.7M
Focus Partners Wealth 0.03% Reduce -5.1% 826,043 $27.2M
Jane Street Group, LLC 0.03% Add +153.6% 800,600 $26.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.7% 691,613 $22.8M
Janney Montgomery Scott LLC 0.05% Add +2.2% 645,480 $21.3M
Cerity Partners LLC 0.03% Add +6.0% 638,091 $21.0M
Index Fund Advisors, Inc. 0.98% Add +4.3% 636,492 $21.0M
Bank of America Corp. 0.00% Add +178.6% 616,320 $20.3M
Discipline Wealth Solutions, LLC 3.61% Add +77.8% 591,483 $19.5M
Tobias Financial Advisors, Inc. 2.66% Add +24.9% 571,198 $18.8M
Alesco Advisors, LLC, An ESL Co 0.46% Add +15.3% 537,602 $17.7M
Eclectic Associates Inc. 2.59% Add +13.2% 503,356 $16.6M
Ballentine Capital Advisors, Inc 6.87% Add +1.3% 495,198 $16.3M
Tanager Wealth Management LLP 1.61% Add +6.1% 490,135 $16.1M
Wealth Management Nebraska 1.84% Add +7.3% 488,398 $16.1M
Aire Advisors, LLC 2.73% Add +1.3% 453,534 $14.9M
Planning Center, Inc. 1.45% Reduce -6.9% 432,360 $14.2M
Brand Asset Management Group, Inc. 3.89% Add +6.1% 422,145 $13.9M
Advisory Alpha, LLC 0.35% Add +2.8% 391,381 $12.9M
Guardian Wealth Management, LLC 3.83% — 367,000 $12.1M
Larson Financial Group LLC 0.40% Reduce -1.6% 365,207 $12.0M
Three Arch Wealth Management LLC 2.19% — 355,501 $11.7M
Abacus Planning Group, Inc. 1.55% Add +5.9% 353,710 $11.7M
SVB Wealth LLC 0.67% Add +62.2% 347,306 $11.4M
Shore Point Advisors, LLC 4.80% Add +413.2% 344,482 $11.3M
Tillman Hartley LLC 2.74% Reduce -1.0% 331,626 $10.9M
Timonier Family Office, LTD. 3.46% Add +3.3% 330,672 $10.9M
Ritter Daniher Financial Advisory LLC / DE 1.70% Add +0.3% 308,226 $10.2M
GEN Financial Management, INC. 6.36% Add +442.1% 306,628 $10.1M
Allodium Investment Consultants, LLC 5.04% Add +8.4% 301,959 $9.9M
JPMorgan Chase & Co. 0.00% Add +2.9% 301,017 $9.9M
Kelly Financial Group LLC 2.47% Add +2.8% 294,832 $9.7M
Beacon Pointe Advisors, LLC 0.07% Add +2.6% 290,129 $9.6M
Quent Capital, LLC 0.68% Add +10.1% 286,081 $9.4M
Forvis Mazars Wealth Advisors, LLC 0.18% Add +16.1% 283,552 $9.3M
Rothschild Wealth LLC 0.89% New 282,037 $9.3M
Allworth Financial LP 0.04% Add +3.2% 275,802 $9.1M
Robinswood Financial LLC 2.90% Add +3.1% 275,470 $9.1M
Factor Wealth Management LTD 1.93% Add +4.1% 271,826 $9.0M
Level Financial Advisors 2.25% Add +11.0% 258,264 $8.5M
Websterrogers Financial Advisors, LLC 2.41% Reduce -0.8% 252,149 $8.3M
LPL Financial LLC 0.00% Add +33.0% 247,942 $8.2M
Disciplined Investments, LLC 3.14% Add +5.0% 247,726 $8.2M
Ami Investment Management Inc. 1.81% Add +7.9% 245,209 $8.1M
Sequoia Financial Advisors, LLC 0.04% Reduce -12.2% 236,606 $7.8M
Collective Family Office LLC 1.78% Reduce -3.7% 235,737 $7.8M
SB Capital Management Inc 2.62% — 217,142 $7.2M
Capital Analysts, LLC 0.19% Add +20.5% 207,363 $6.8M
First Pacific Financial 0.87% Add +9.6% 202,913 $6.7M
Addison Advisors LLC 1.48% Add +1.8% 199,886 $6.6M
Focus Partners Advisor Solutions, LLC 0.07% Add +18.3% 185,532 $6.1M
DAVENPORT & Co LLC 0.03% Add +2.8% 185,037 $6.1M
Syverson Strege & Co 1.39% Reduce -4.9% 178,735 $5.9M
Equitable Holdings, Inc. 0.04% Add +1518.9% 176,139 $5.8M
Old Mission Capital LLC 0.21% Reduce -31.7% 164,699 $5.4M
Osaic Holdings, Inc. 0.01% Add +25.3% 164,240 $5.4M
Acorn Creek Capital LLC 1.94% Reduce -18.0% 163,903 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.5% 158,688 $5.3M
Harbor Investment Advisory, LLC 0.39% Add +12.2% 157,972 $5.2M
McMill Wealth Management 1.40% Add +3.9% 150,782 $5.0M
Tilson Financial Group, Inc. 1.52% Add +6.9% 150,256 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 148,494 $4.9M
Integrity Wealth Solutions LLC 1.93% Add +5.1% 147,789 $4.9M
Dynamic Advisor Solutions LLC 0.15% Reduce -19.8% 145,965 $4.8M
Morris Financial Concepts, Inc. 1.63% Add +6.8% 141,113 $4.6M
Broadway Wealth Solutions, Inc. 2.42% Add +2.3% 137,443 $4.5M
Croban 2.10% Add +41.7% 132,499 $4.4M
Pinney & Scofield, Inc. 2.47% Add +8.8% 132,293 $4.4M
Trinity Financial Advisors LLC 1.22% Add +5.9% 132,128 $4.4M
Waverly Advisors, LLC 0.03% Reduce -38.6% 125,689 $4.1M
Private Advisor Group, LLC 0.02% Add +3.0% 121,846 $4.0M
Sachem Hill LLC 0.78% Add +1.7% 121,680 $4.0M
Willow Financial LLC 4.04% — 120,681 $4.0M
Lam Group, Inc. 2.24% Reduce -0.2% 118,785 $3.9M
Williams Financial, LLC 2.14% New 112,366 $3.7M
Spire Wealth Management 0.12% Add +2.0% 111,860 $3.7M
M Holdings Securities, Inc. 0.26% New 108,816 $3.6M
Raymond James Financial Inc. 0.00% Add +86.8% 105,184 $3.5M
Avior Wealth Management, LLC 0.10% Add +1.9% 101,471 $3.3M
Mercer Global Advisors Inc. 0.01% Reduce -1.4% 99,966 $3.3M
Ariadne Wealth Management, LP 1.36% Reduce -4.2% 90,535 $3.3M
Sterling Wealth Management, Inc. 0.93% Add +6.1% 98,481 $3.2M
First Citizens Asset Management, Inc. 1.11% Add +1.4% 96,387 $3.2M
IAG Wealth Partners, LLC 0.37% Add +2.8% 95,894 $3.2M
Broadhurst Jeffrey B 3.19% — 93,188 $3.1M
Betterment LLC 0.01% Add +5.5% 91,951 $3.0M
Waterfront Wealth Inc. 0.57% Add +1.7% 83,951 $3.0M
Royal Bank of Canada 0.00% Add +16.0% 87,504 $2.9M
Strategic Wealth Advisors LLC 2.43% — 86,280 $2.8M
Parkwoods Wealth Partners, LLC 0.84% Add +10.1% 86,252 $2.8M
MML Investors Services, LLC 0.01% Add +3.2% 79,013 $2.6M
Navigoe, LLC 1.60% Reduce -5.7% 78,895 $2.6M
Aurelius Family Office LLC 1.11% Reduce -1.4% 77,347 $2.6M
Northern Trust Corp. 0.00% Add +1.9% 77,024 $2.5M
Vista Capital Partners, Inc. 0.25% Add +0.4% 75,452 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +55.5% 73,607 $2.4M
Blue Trust, Inc. 0.03% Add +9.1% 72,478 $2.4M
Austin Asset Management Co Inc 0.40% Reduce -3.5% 71,595 $2.4M
Sanctuary Advisors, LLC 0.01% Add +704.8% 71,367 $2.4M
Indie Asset Partners, LLC 2.53% Reduce -2.1% 68,885 $2.3M
Ruedi Wealth Management, Inc. 0.58% Add +1.2% 66,773 $2.2M
Jackson Thornton Wealth Management, LLC 0.21% Add +4.5% 64,719 $2.2M
Evolve Private Wealth, LLC 0.13% — 64,450 $2.1M
Mariner, LLC 0.00% Add +14.0% 64,414 $2.1M
Prospect Financial Group LLC 1.91% Reduce -0.2% 62,253 $2.1M
Total Wealth Planning, LLC 4.39% Reduce -94.5% 62,215 $2.0M
Colony Family Offices, LLC 0.51% Add +19.5% 61,755 $2.0M
AdvisorNet Financial, Inc 0.11% Add +0.7% 60,792 $2.0M
Vance Wealth, LLC 0.59% Add +4.2% 60,036 $2.0M
McNamara Financial Services, Inc. 0.37% Reduce -1.8% 58,517 $1.9M
Maryland Capital Advisors Inc. 0.64% Add +1.4% 57,663 $1.9M
Vestia Personal Wealth Advisors 0.95% Reduce -1.6% 54,241 $1.9M
Kestra Private Wealth Services, LLC 0.02% Reduce -13.6% 56,610 $1.9M
Pursuit Wealth Management LLC 1.60% — 56,390 $1.9M
Glass Jacobson Investment Advisors llc 0.66% Reduce -1.1% 55,936 $1.8M
Kestra Advisory Services, LLC 0.01% Add +0.4% 55,770 $1.8M
Provident Wealth Management, LLC 0.53% Add +8.3% 54,295 $1.8M
ERn Financial, LLC 0.33% Add +3.8% 52,995 $1.7M
PFG Advisors 0.08% Reduce -24.9% 52,588 $1.7M
Ballast Financial Advisors LLC 1.77% — 52,072 $1.7M
CLG LLC 0.42% Add +10.3% 51,146 $1.7M
Frankly Finances, LLC 1.56% — 49,982 $1.6M
Kane Co Wealth Management, Inc. 1.45% — 49,967 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -18.9% 48,453 $1.6M
DiNuzzo Private Wealth, Inc. 0.17% Reduce -6.2% 48,138 $1.6M
Morgan Stanley 0.00% Reduce -65.7% 48,121 $1.6M
Captrust Financial Advisors 0.00% Add +0.1% 46,898 $1.5M
Sei Investments Co. 0.00% Add +8.8% 46,377 $1.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.26% Add +21.5% 45,724 $1.5M
NewEdge Advisors, LLC 0.01% Add +67.1% 44,008 $1.4M
Motco 0.13% Add +8.1% 42,709 $1.4M
HighTower Advisors, LLC 0.00% Reduce -13.1% 41,521 $1.4M
WPWealth LLP 0.21% Reduce -0.5% 40,727 $1.3M
Narus Financial Partners, LLC 0.37% No change 40,487 $1.3M
JDH Wealth Management, LLC 0.86% Reduce -0.5% 38,130 $1.3M
Arcadia Wealth Management, LLC 0.47% Reduce -2.5% 38,034 $1.3M
Axxcess Wealth Management, LLC 0.02% Add +23.2% 37,590 $1.2M
Mission Wealth Management, LP 0.02% Add +80.9% 36,563 $1.2M
Sollinda Capital Management LLC 0.29% Add +52.9% 34,635 $1.1M
Tortoise Investment Management, LLC 0.10% Reduce -0.4% 34,154 $1.1M
Chicago Partners Investment Group LLC 0.03% Reduce -8.1% 29,693 $1.0M
DBK Financial Counsel, LLC 0.80% Add +33.2% 31,645 $1.0M
Vermillion Wealth Management, Inc. 0.36% Add +14.2% 26,546 $874K
MB Generational Wealth, LLC 0.44% Add +1.3% 25,067 $826K
Farther Finance Advisors, LLC 0.01% Add +29.4% 23,978 $790K
Werba Rubin Papier Wealth Management 0.21% Add +0.1% 23,825 $785K
Blume Capital Management, Inc. 0.14% No change 23,100 $761K
Summit Financial, LLC 0.01% Add +17.9% 23,056 $759K
Financial Engines Advisors L.L.C. 0.00% No change 22,668 $747K
Dopkins Wealth Management, LLC 0.30% Add +1.7% 22,548 $743K
Modera Wealth Management, LLC 0.01% Reduce -1.6% 22,396 $738K
Joseph Group Capital Management 0.19% Reduce -4.2% 21,773 $717K
Kingsview Wealth Management, LLC 0.01% Add +84.7% 21,111 $695K
Andrews, Lucia Wealth Management LLC 0.41% Reduce -1.4% 21,063 $694K
Wealthspan Partners, LLC 0.25% Add +25.6% 21,060 $694K
Cardiff Park Advisors, LLC 0.06% Reduce -2.7% 20,836 $686K
Ausdal Financial Partners, Inc. 0.03% Reduce -2.5% 20,802 $685K
BIP Wealth, LLC 0.02% New 20,743 $683K
&partners 0.00% Add +9.2% 20,334 $670K
Washington Trust Advisors, Inc. 0.05% Add +0.4% 20,227 $666K
Ascentis Independent Advisors 0.10% Add +64.8% 19,646 $647K
Berman McAleer LLC 0.09% Add +68.7% 19,139 $630K
Quad-Cities Investment Group, LLC 0.26% Add +8.0% 19,125 $630K
Rockwood Wealth Management, LLC 0.05% No change 18,963 $625K
Squire Investment Management Company, LLC 0.19% Reduce -15.8% 18,586 $612K
Professional Financial Solutions LLC 0.55% — 17,739 $584K
Capital Investment Advisory Services, LLC 0.04% Add +85.4% 17,619 $580K
Sutton Place Investors LLC 0.32% Add +1.4% 17,462 $575K
rebel Financial LLC 0.24% Add +0.0% 16,765 $552K
Rather & Kittrell, Inc. 0.09% Add +7.1% 16,712 $550K
Savvy Advisors, Inc. 0.02% Add +0.8% 15,953 $525K
Tranquility Partners, LLC 0.19% Add +0.8% 15,789 $520K
Sax Wealth Advisors, LLC 0.02% Reduce -21.6% 15,249 $502K
Rialto Wealth Management, LLC 0.12% No change 15,067 $496K
Wealthspire Advisors, LLC 0.00% Add +0.0% 14,377 $474K
Legacy Capital Wealth Partners, LLC 0.10% Add +5.7% 14,364 $473K
Compound Planning, Inc. 0.01% Add +58.4% 14,283 $470K
Aegis Wealth Management LLC 0.26% Reduce -4.4% 14,201 $468K
UBS Group AG 0.00% Add +2023.2% 14,077 $464K
New Dimensions Wealth Management, LLC 0.39% Add +0.3% 13,864 $457K
TAGStone Capital, Inc. 0.16% Add +14.9% 12,902 $425K
Partners in Financial Planning 0.07% Add +0.3% 12,403 $409K
Comerica Bank 0.00% Reduce -0.6% 12,388 $408K
Peapack Gladstone Financial Corp. 0.01% New 12,400 $408K
IFG Advisors, LLC 0.07% Reduce -0.1% 12,003 $395K
Fortis Capital Management LLC 0.05% Add +0.5% 11,951 $394K
Thrivent Financial for Lutherans 0.00% New 11,918 $393K
Equita Financial Network, Inc. 0.12% Add +0.5% 11,868 $391K
Awm Capital, LLC 0.04% Reduce -16.2% 11,713 $386K
EP Wealth Advisors, LLC 0.00% — 11,617 $383K
Sterling Financial Planning, Inc. 0.12% Add +0.2% 11,583 $382K
Abel Hall, LLC 0.09% Reduce -3.0% 11,463 $378K
Cannon Financial Strategists, Inc. 0.05% Add +0.5% 11,403 $376K
Rehmann Capital Advisory Group 0.02% Reduce -2.3% 11,068 $365K
Entelevest, LLC 0.37% — 10,781 $355K
Opus Financial Solutions LLC 0.33% — 10,680 $352K
Merit Financial Group, LLC 0.00% Add +6.1% 10,606 $349K
NorthCrest Asset Manangement, LLC 0.01% Reduce -7.1% 10,389 $348K
Burton Enright Welch 0.05% No change 10,332 $340K
Granville Capital, Inc. 0.18% — 10,286 $339K
Wealthcare Advisory Partners LLC 0.01% Add +0.4% 10,020 $330K
Steward Partners Investment Advisory, LLC 0.00% Add +9.5% 9,795 $323K
Pacific Asset Management, LLC 0.19% Add +0.1% 9,759 $321K
Curi Capital, LLC 0.01% No change 9,714 $320K
Signet Financial Management, LLC 0.04% Reduce -1.3% 9,574 $315K
Satovsky Asset Management LLC 0.06% New 9,448 $311K
Elevate Wealth Advisory, Inc. 0.21% Add +0.1% 9,368 $309K
Cetera Investment Advisers 0.00% Reduce -6.2% 9,237 $304K
SeaCrest Wealth Management, LLC 0.03% New 8,761 $295K
Clarity Capital Advisors, LLC 0.15% Add +0.5% 8,820 $291K
Advisory Services Network, LLC 0.00% Add +70.9% 8,540 $281K
Family Office Research LLC 0.11% No change 8,258 $273K
Geneos Wealth Management Inc. 0.01% No change 8,163 $269K
Signal Advisors Wealth, LLC 0.02% New 8,155 $269K
Brooklyn Investment Group 0.01% New 8,099 $268K
Maripau Wealth Management LLC 0.12% New 8,038 $265K
Strategent Financial, LLC 0.16% New 7,878 $260K
Diversify Advisory Services, LLC 0.01% New 7,538 $259K
Eq Wealth Advisors, LLC 0.15% New 7,566 $249K
Hanover Advisors Inc. 0.10% Add +2.1% 7,425 $245K
RAM Investment Partners, LLC 0.04% No change 7,176 $236K
Secure Asset Management, LLC 0.04% New 6,956 $229K
PNC Financial Services Group, Inc. 0.00% No change 6,685 $220K
Integrity Advisory Solutions, LLC 0.03% New 6,600 $217K
Cherry Tree Wealth Management, LLC 0.05% Reduce -2.1% 6,600 $217K
Nalls Sherbakoff Group, LLC 0.15% No change 6,486 $214K
GEM Asset Management, LLC 0.09% New 6,190 $209K
AE Wealth Management LLC 0.00% Add +23.9% 6,315 $208K
Commerce Bank 0.00% New 6,291 $207K
Sterneck Capital Management, LLC 0.09% New 6,225 $205K
Legacy Edge Advisors, LLC 0.02% New 6,186 $204K
Maia Wealth LLC 0.03% New 5,592 $203K
AlphaCore Capital LLC 0.00% No change 4,990 $164K
Pillar Financial Advisors, LLC 0.08% Reduce -10.0% 3,903 $129K
LRI Investments, LLC 0.01% Add +2.6% 3,833 $126K
Rockefeller Capital Management L.P. 0.00% Add +6.6% 3,757 $124K
Global Retirement Partners, LLC 0.00% Add +46.4% 3,621 $119K
Wells Fargo & Company 0.00% Add +15.6% 3,196 $105K
Fairman Group, LLC 0.08% Add +0.5% 3,114 $103K
CIBC Private Wealth Group LLC 0.00% Add +449.3% 3,087 $102K
Qube Research & Technologies Ltd 0.00% New 2,831 $93K
Creative Financial Designs Inc. 0.01% Add +1.3% 2,638 $87K
Tradewinds Capital Management, LLC 0.01% New 2,026 $67K
Glen Eagle Advisors, LLC 0.01% No change 1,750 $58K
Dunhill Financial, LLC 0.02% New 1,702 $56K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.9% 1,692 $56K
C M Bidwell & Associates Ltd. 0.02% No change 1,600 $53K
Keating Financial Advisory Services, Inc. 0.01% — 1,600 $53K
Smartleaf Asset Management LLC 0.00% No change 1,502 $50K
FMR LLC 0.00% Add +390.5% 1,398 $46K
Beaird Harris Wealth Management, LLC 0.00% No change 1,352 $45K
Ancora Advisors LLC 0.00% Add +4340.0% 1,332 $44K
Optima Capital LLC 0.02% New 1,145 $38K
Arax Advisory Partners 0.00% New 1,046 $34K
Bravera Wealth 0.02% — 916 $30K
Prudent Man Investment Management, Inc. 0.01% Add +32.1% 893 $29K
O'shaughnessy Asset Management, LLC 0.00% No change 860 $28K
Fifth Third Bancorp 0.00% Reduce -40.1% 845 $28K
Hilton Head Capital Partners, LLC 0.02% — 833 $27K
Park Place Capital Corp 0.01% New 818 $27K
MAI Capital Management 0.00% Add +0.3% 805 $27K
Howe & Rusling Inc. 0.00% No change 791 $26K
Parvin Asset Management, LLC 0.02% New 734 $24K
Triumph Capital Management 0.00% New 663 $22K
Team Financial Group, LLC 0.01% No change 649 $21K
Farmers & Merchants Investments Inc. 0.00% No change 591 $19K
Affinity Wealth LLC 0.01% New 542 $18K
Eastern Bank 0.00% No change 530 $17K
Sittner & Nelson, LLC 0.01% No change 489 $17K
Angeles Wealth Management, LLC 0.00% New 497 $16K
JNBA Financial Advisors 0.00% New 474 $16K
Asset Dedication, LLC 0.00% No change 458 $15K
Deutsche Bank AG 0.00% New 431 $14K
Assetmark, Inc. 0.00% No change 415 $14K
HHM Wealth Advisors, LLC 0.00% No change 407 $13K
Birchwood Financial Partners, Inc. 0.01% — 373 $12K
Private Trust Co. NA 0.00% New 315 $10K
New England Capital Financial Advisors LLC 0.00% New 315 $10K
Signature Resources Capital Management, LLC 0.01% No change 304 $10K
Lodestone Wealth Management LLC 0.00% New 231 $8K
CoreCap Advisors, LLC 0.00% Reduce -36.5% 193 $6K
Bogart Wealth, LLC 0.00% No change 192 $6K
GAMMA Investing LLC 0.00% No change 168 $6K
Golden State Wealth Management, LLC 0.00% No change 166 $5K
FAS Wealth Partners, Inc. 0.00% No change 165 $5K
GoalVest Advisory LLC 0.00% New 143 $5K
DecisionPoint Financial, LLC 0.00% New 137 $5K
Sunbelt Securities, Inc. 0.00% No change 137 $5K
Curio Wealth, LLC 0.00% New 128 $4K
Jessup Wealth Management, Inc 0.00% New 128 $4K
Strive Financial Group ,LLC 0.00% — 113 $4K
US Bancorp \de 0.00% New 102 $3K
Cullen/Frost Bankers, Inc. 0.00% Reduce -75.0% 85 $3K
Stephens Consulting, LLC 0.00% New 81 $3K
MPWM Advisory Solutions, LLC 0.00% Add +100.0% 80 $3K
Topsail Wealth Management, LLC 0.00% No change 71 $2K
N.E.W. Advisory Services LLC 0.00% New 59 $2K
Key Financial Inc 0.00% New 44 $1K
Aptus Capital Advisors, LLC 0.00% No change 26 $856
Medallion Wealth Advisors, LLC 0.00% No change 25 $824
Versant Capital Management, Inc 0.00% No change 24 $791
Rosenberg Matthew Hamilton 0.00% No change 21 $692
Tompkins Financial Corp. 0.00% No change 11 $362

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