Dimensional International SMDFISETF

13F holders, Q2 2026 (June 30)
362holders +22
44new positions
22sold out
1famous investor
$35.07avg. 13F price*

At the end of Q2 2026, 362 institutions reported holding Dimensional International SM (DFIS) in their 13F filings, up 22 from Q1 2026. 44 opened new positions and 22 sold out. The largest holders were Jones Financial Companies LLLP ($2.2B), Natixis Advisors, LLC ($458.8M) and Matson Money. Inc. ($417.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions44$78.7M
Exits22$9.6M

All 13F filers, Q1 2026 → Q2 2026: 18,172,191 shares bought and 4,865,205 shares sold, net +13,306,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

Jones Financial Companies LLLP 0.86% Add +4.5% 61,365,155 $2.2B
Natixis Advisors, LLC 0.52% Add +15.1% 13,098,700 $458.8M
Matson Money. Inc. 11.63% No change 11,919,623 $417.5M
Envestnet Portfolio Solutions, Inc. 0.55% Add +0.3% 3,308,950 $115.9M
First Citizens Bank & Trust Co. 1.68% Add +0.2% 3,214,071 $112.6M
UBS Group AG 0.02% Add +4590444.3% 2,800,232 $98.1M
Creative Planning 0.05% Reduce -0.7% 2,410,679 $84.4M
Assetmark, Inc. 0.13% Add +54900.1% 2,224,202 $77.9M
Envestnet Asset Management Inc. 0.02% Add +7.3% 1,975,099 $69.2M
Park Avenue Securities LLC 0.41% Add +6.5% 1,853,826 $64.9M
Modern Wealth Management, LLC 0.73% Add +37.9% 1,741,088 $61.0M
Root Financial Partners, LLC 2.23% Add +46.2% 1,635,368 $57.3M
Vise Technologies, Inc. 0.63% Add +72.7% 1,582,555 $55.4M
TCI Wealth Advisors, Inc. 2.37% Add +9.5% 1,562,031 $54.7M
Bank of Montreal 0.02% Add +5.7% 1,498,139 $52.5M
Evanson Financial, LLC 2.45% — 1,430,072 $50.1M
Composition Wealth, LLC 0.59% Add +9.8% 1,423,549 $49.9M
Mather Group, Llc. 0.42% Reduce -8.2% 1,363,387 $47.8M
Cerity Partners LLC 0.05% Add +84.2% 1,268,108 $44.4M
Northwestern Mutual Wealth Management Co. 0.02% Add +43.5% 1,213,154 $42.5M
Wescott Financial Advisory Group, LLC 3.25% Add +1.0% 1,198,371 $42.0M
Discipline Wealth Solutions, LLC 3.10% Add +5.5% 1,014,876 $35.6M
Savant Capital, LLC 0.10% Reduce -24.7% 980,075 $34.3M
Bank of America Corp. 0.00% Add +2.9% 918,993 $32.2M
Focus Partners Wealth 0.03% Add +5.2% 873,168 $30.6M
Index Fund Advisors, Inc. 0.99% Add +4.7% 708,936 $24.8M
Satovsky Asset Management LLC 3.84% Add +7.2% 687,488 $24.1M
Bluespring Wealth Management, LLC 0.46% New 681,890 $23.9M
Janney Montgomery Scott LLC 0.05% Reduce -0.3% 664,496 $23.3M
Tobias Financial Advisors, Inc. 2.93% Add +7.1% 659,583 $23.1M
Goldman Sachs Group Inc. 0.00% New 650,636 $22.8M
Shore Point Advisors, LLC 7.45% Add +7.6% 621,981 $21.8M
Eclectic Associates Inc. 2.41% Add +5.6% 603,074 $21.1M
Mercer Global Advisors Inc. 0.03% Add +69.0% 601,708 $21.1M
Alesco Advisors, LLC, An ESL Co 0.47% Add +8.5% 591,702 $20.7M
Wealth Management Nebraska 1.81% Add +9.2% 579,166 $20.3M
Sherrill & Hutchins Financial Advisory, Inc 9.22% Add +1958.4% 550,660 $19.3M
Factor Wealth Management LTD 2.73% Add +25.5% 515,377 $18.1M
Tanager Wealth Management LLP 1.53% Add +0.6% 502,319 $17.6M
Ballentine Capital Advisors, Inc 6.38% Reduce -2.0% 483,144 $16.9M
Aire Advisors, LLC 2.63% Add +1.0% 461,663 $16.2M
Advisory Alpha, LLC 0.39% Add +7.8% 455,568 $16.0M
Brand Asset Management Group, Inc. 3.51% Add +2.0% 453,219 $15.9M
Corient Private Wealth LP 0.02% Reduce -84.4% 435,382 $15.3M
Planning Center, Inc. 1.37% Add +0.4% 413,172 $14.5M
Abacus Planning Group, Inc. 1.69% Add +4.0% 389,220 $13.6M
Three Arch Wealth Management LLC 2.06% Add +7.4% 383,932 $13.4M
SVB Wealth LLC 0.85% Add +6.0% 383,364 $13.4M
Guardian Wealth Management, LLC 3.51% Add +0.1% 356,997 $12.5M
Tillman Hartley LLC 2.76% Add +2.7% 350,563 $12.3M
Ritter Daniher Financial Advisory LLC / DE 1.81% Add +7.0% 338,811 $11.9M
Raymond James Financial Inc. 0.00% Add +50.5% 333,265 $11.7M
Timonier Family Office, LTD. 3.28% — 331,165 $11.6M
Berman McAleer LLC 1.34% Add +1301.2% 330,048 $11.6M
Osaic Holdings, Inc. 0.01% Add +25.7% 328,781 $11.5M
HighTower Advisors, LLC 0.01% Add +691.7% 326,837 $11.4M
Larson Financial Group LLC 0.30% Reduce -6.6% 323,415 $11.3M
Quent Capital, LLC 0.69% Add +3.1% 318,328 $11.2M
GEN Financial Management, INC. 6.59% Reduce -1.0% 311,963 $10.9M
Northern Trust Corp. 0.00% Add +300.9% 309,902 $10.9M
Allodium Investment Consultants, LLC 4.59% Add +3.1% 308,750 $10.8M
JPMorgan Chase & Co. 0.00% Add +4.6% 308,255 $10.8M
Forvis Mazars Wealth Advisors, LLC 0.18% Add +5.6% 305,727 $10.7M
Kelly Financial Group LLC 2.35% Add +5.4% 301,633 $10.6M
LPL Financial LLC 0.00% Reduce -33.3% 300,540 $10.5M
Beacon Pointe Advisors, LLC 0.05% Add +1.6% 296,400 $10.4M
Level Financial Advisors 2.24% Add +6.1% 286,576 $10.0M
Robinswood Financial LLC 2.85% Add +2.1% 283,738 $9.9M
Allworth Financial LP 0.04% Reduce -1.3% 275,073 $9.6M
Disciplined Investments, LLC 3.10% Add +4.6% 274,142 $9.6M
Rothschild Wealth LLC 0.74% Reduce -8.7% 262,784 $9.2M
Capital Analysts, LLC 0.21% Add +8.4% 262,173 $9.2M
TCV Trust & Wealth Management, Inc. 0.69% New 261,318 $9.2M
Websterrogers Financial Advisors, LLC 2.31% Reduce -0.1% 257,792 $9.0M
Ami Investment Management Inc. 1.89% Add +4.9% 253,197 $8.9M
Collective Family Office LLC 1.78% Add +3.4% 248,919 $8.7M
Element Pointe Advisors, LLC 1.39% New 246,108 $8.6M
Jane Street Group, LLC 0.01% Reduce -80.8% 243,338 $8.5M
Equitable Holdings, Inc. 0.05% Add +19.4% 241,249 $8.5M
First Pacific Financial 0.98% Add +15.2% 233,965 $8.2M
Focus Partners Advisor Solutions, LLC 0.06% Add +2.9% 210,505 $7.4M
Sequoia Financial Advisors, LLC 0.03% Reduce -9.7% 192,518 $6.7M
DAVENPORT & Co LLC 0.03% Reduce -1.6% 188,014 $6.6M
Harbor Investment Advisory, LLC 0.44% Add +4.0% 178,444 $6.3M
Susquehanna International Group, LLP 0.01% Reduce -3.0% 173,050 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +10.3% 164,688 $5.8M
Tilson Financial Group, Inc. 1.57% Add +5.2% 163,392 $5.7M
M Holdings Securities, Inc. 0.76% Add +42.5% 157,890 $5.5M
Integrity Wealth Solutions LLC 1.97% Add +5.7% 152,202 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +47.3% 170,265 $5.3M
Apella Capital, LLC 0.07% Add +2.4% 148,026 $5.2M
Morris Financial Concepts, Inc. 1.60% Reduce -1.1% 149,367 $5.2M
Dynamic Advisor Solutions LLC 0.14% Reduce -2.1% 144,823 $5.1M
Trinity Financial Advisors LLC 1.29% Add +2.3% 143,084 $5.0M
Broadway Wealth Solutions, Inc. 2.32% Add +4.3% 141,525 $5.0M
Acorn Creek Capital LLC 1.66% Reduce -4.2% 141,400 $5.0M
Pinney & Scofield, Inc. 2.33% Add +2.5% 136,162 $4.8M
Croban 2.07% Reduce -0.3% 134,319 $4.7M
Waverly Advisors, LLC 0.03% Reduce -2.7% 132,545 $4.6M
Syverson Strege & Co 1.01% Reduce -25.5% 131,864 $4.6M
Parkwoods Wealth Partners, LLC 0.74% Add +35.7% 130,671 $4.6M
Viaable, LLC 3.74% — 127,912 $4.5M
Sachem Hill LLC 0.77% Add +3.9% 123,106 $4.3M
Addison Advisors LLC 1.94% Reduce -41.0% 117,508 $4.1M
Williams Financial, LLC 2.10% Add +4.7% 116,135 $4.1M
Spire Wealth Management 0.12% Add +1.1% 115,366 $4.0M
Lam Group, Inc. 1.99% Add +0.0% 114,245 $4.0M
IAG Wealth Partners, LLC 0.39% Add +11.2% 112,576 $3.9M
Avior Wealth Management, LLC 0.10% Add +3.4% 107,988 $3.8M
Vance Wealth, LLC 0.84% Add +29.7% 106,965 $3.7M
Sterling Wealth Management, Inc. 0.88% Add +0.8% 101,028 $3.5M
First Citizens Asset Management, Inc. 1.10% Reduce -0.7% 98,369 $3.4M
Sanctuary Advisors, LLC 0.02% Add +11.4% 97,605 $3.4M
Summit Financial, LLC 0.04% Add +22.4% 93,848 $3.3M
Waterfront Wealth Inc. 0.50% Reduce -0.0% 91,688 $3.2M
Ariadne Wealth Management, LP 1.42% Add +0.5% 91,512 $3.2M
Mariner, LLC 0.00% Add +34.6% 90,568 $3.2M
Betterment LLC 0.01% Add +2.4% 88,164 $3.1M
Compound Planning, Inc. 0.08% Add +128.6% 85,089 $3.0M
MML Investors Services, LLC 0.01% Add +8.7% 82,924 $2.9M
Strategic Wealth Advisors LLC 2.43% Add +2.5% 86,280 $2.8M
Aurelius Family Office LLC 1.08% Reduce -0.4% 78,127 $2.7M
West Paces Advisors Inc. 0.45% Add +84.6% 76,747 $2.7M
Navigoe, LLC 1.40% Reduce -0.6% 76,222 $2.7M
Jackson Thornton Wealth Management, LLC 0.21% Add +7.5% 75,592 $2.6M
Modera Wealth Management, LLC 0.03% Add +255.2% 74,410 $2.6M
Austin Asset Management Co Inc 0.37% Add +3.7% 73,769 $2.6M
Indie Asset Partners, LLC 2.45% Add +2.1% 72,960 $2.6M
Ruedi Wealth Management, Inc. 0.60% Add +1.9% 72,845 $2.6M
NewEdge Advisors, LLC 0.01% Add +42.8% 69,071 $2.4M
Fortis Advisors, LLC 1.10% Add +0.8% 66,958 $2.3M
Provident Wealth Management, LLC 0.60% Add +10.7% 66,512 $2.3M
Vista Capital Partners, Inc. 0.20% Reduce -0.0% 65,304 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -16.6% 63,815 $2.2M
Kestra Advisory Services, LLC 0.01% Add +9.3% 63,637 $2.2M
Cary Street Partners Financial LLC 0.05% New 63,619 $2.2M
AdvisorNet Financial, Inc 0.10% Add +4.3% 63,411 $2.2M
Vestia Personal Wealth Advisors 0.86% Add +12.7% 62,978 $2.2M
Colony Family Offices, LLC 0.48% Add +0.2% 62,108 $2.2M
Sei Investments Co. 0.00% Add +15.0% 61,455 $2.2M
Prospect Financial Group LLC 1.72% Add +0.2% 60,906 $2.1M
Royal Bank of Canada 0.00% Reduce -39.3% 59,779 $2.1M
ERn Financial, LLC 0.33% Add +3.8% 57,717 $2.0M
Maryland Capital Advisors Inc. 0.64% — 56,656 $2.0M
PFG Advisors 0.10% Add +0.8% 56,460 $2.0M
Motco 0.17% Add +8.2% 56,365 $2.0M
McNamara Financial Services, Inc. 0.33% Add +0.5% 55,372 $1.9M
CLG LLC 0.43% Add +3.7% 55,306 $1.9M
First United Bank & Trust 0.56% New 55,130 $1.9M
Glass Jacobson Investment Advisors llc 0.60% Reduce -1.7% 54,615 $1.9M
Axxcess Wealth Management, LLC 0.03% New 54,181 $1.9M
Frankly Finances, LLC 1.47% Add +7.8% 53,162 $1.9M
Ballast Financial Advisors LLC 1.64% Add +0.2% 51,835 $1.8M
Farther Finance Advisors, LLC 0.01% Add +17.1% 51,584 $1.8M
Kane Co Wealth Management, Inc. 1.37% Add +3.6% 51,554 $1.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.26% Add +9.4% 50,548 $1.8M
Captrust Financial Advisors 0.00% Add +0.1% 48,173 $1.7M
BIP Wealth, LLC 0.05% Add +57.4% 47,630 $1.7M
DiNuzzo Private Wealth, Inc. 0.16% Reduce -2.0% 47,037 $1.6M
Sollinda Capital Management LLC 0.34% Add +21.2% 45,805 $1.6M
InTrack Investment Management Inc 0.79% Add +421.4% 45,549 $1.6M
Mission Wealth Management, LP 0.02% Add +12.6% 45,304 $1.6M
Kestra Private Wealth Services, LLC 0.02% Reduce -18.3% 44,707 $1.6M
Private Advisor Group, LLC 0.01% Reduce -65.4% 44,596 $1.6M
Forum Financial Management, LP 0.02% Reduce -1.3% 43,307 $1.5M
Morgan Stanley 0.00% Reduce -11.9% 43,079 $1.5M
Noble Wealth Partners LLC 1.26% — 41,571 $1.5M
Tortoise Investment Management, LLC 0.11% Add +1.5% 40,921 $1.4M
Vermillion Wealth Management, Inc. 0.33% Reduce -3.6% 39,619 $1.4M
Narus Financial Partners, LLC 0.35% Reduce -1.7% 39,334 $1.4M
WPWealth LLP 0.20% Reduce -16.8% 39,207 $1.4M
JDH Wealth Management, LLC 0.83% No change 39,028 $1.4M
Arkadios Wealth Advisors 0.02% Add +38.6% 34,052 $1.2M
Werba Rubin Papier Wealth Management 0.14% Add +35.1% 33,627 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -12.6% 32,053 $1.1M
DBK Financial Counsel, LLC 0.93% Add +0.4% 31,763 $1.1M
Arcadia Wealth Management, LLC 0.34% Reduce -14.6% 30,854 $1.1M
&partners 0.00% Add +4.2% 30,246 $1.1M
Broadhurst Jeffrey B 1.85% Reduce -73.8% 24,870 $871K
MB Generational Wealth, LLC 0.43% No change 24,744 $867K
Chicago Partners Investment Group LLC 0.02% Reduce -19.2% 23,989 $842K
Garrison Point Advisors, LLC 0.34% New 23,637 $828K
Integras Partners LLC 0.45% Add +0.1% 23,146 $811K
Blume Capital Management, Inc. 0.12% No change 23,100 $809K
Andrews, Lucia Wealth Management LLC 0.42% Add +5.2% 22,927 $803K
Wealthspan Partners, LLC 0.24% Add +3.9% 21,999 $771K
Capital Investment Advisory Services, LLC 0.05% Add +23.6% 21,824 $765K
Kingsview Wealth Management, LLC 0.01% Add +7.5% 21,747 $762K
NorthCrest Asset Manangement, LLC 0.02% Add +178.1% 21,171 $746K
Nuveen, LLC 0.00% New 20,502 $718K
West Wealth Group, LLC 0.11% Add +1.2% 20,014 $701K
Ausdal Financial Partners, Inc. 0.03% No change 19,771 $693K
Washington Trust Advisors, Inc. 0.05% Add +0.9% 19,720 $691K
Quad-Cities Investment Group, LLC 0.25% Add +2.7% 19,478 $682K
Cardiff Park Advisors, LLC 0.05% Reduce -5.6% 19,139 $670K
Financial Engines Advisors L.L.C. 0.00% Reduce -18.1% 19,003 $666K
Rockwood Wealth Management, LLC 0.04% No change 18,963 $664K
Joseph Group Capital Management 0.14% Reduce -1.2% 18,744 $657K
Dopkins Wealth Management, LLC 0.24% Reduce -6.0% 18,702 $655K
Savvy Advisors, Inc. 0.01% Reduce -2.6% 18,637 $653K
Professional Financial Solutions LLC 0.51% Add +4.2% 18,588 $651K
Sutton Place Investors LLC 0.30% No change 17,462 $612K
Wealthspire Advisors, LLC 0.00% Add +19.4% 17,194 $602K
Eq Wealth Advisors, LLC 0.33% Add +17.5% 17,053 $597K
Tranquility Partners, LLC 0.20% Add +2.8% 16,755 $587K
Rather & Kittrell, Inc. 0.08% Add +0.5% 16,438 $576K
Everhart Financial Group, Inc. 0.04% New 16,188 $567K
United Advisor Group, LLC 0.06% New 16,106 $564K
Steward Partners Investment Advisory, LLC 0.00% Add +10.3% 15,739 $551K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -3.7% 15,623 $547K
Concurrent Investment Advisors, LLC 0.00% New 15,604 $547K
Rialto Wealth Management, LLC 0.10% No change 15,067 $528K
Cherry Tree Wealth Management, LLC 0.10% Add +136.2% 14,702 $515K
Choreo, LLC 0.01% New 14,685 $514K
Sax Wealth Advisors, LLC 0.02% Reduce -2.1% 14,927 $503K
Aegis Wealth Management LLC 0.23% Reduce -2.0% 13,915 $487K
XY Planning Network, Inc. 0.06% New 13,880 $486K
Entelevest, LLC 0.42% Add +13.0% 13,641 $478K
TAGStone Capital, Inc. 0.15% Add +1.5% 13,165 $461K
New Dimensions Wealth Management, LLC 0.34% Reduce -2.7% 12,919 $453K
Partners in Financial Planning 0.07% Add +3.1% 12,793 $448K
Squire Investment Management Company, LLC 0.11% Add +1.6% 12,701 $445K
FMR LLC 0.00% Add +95.8% 12,657 $443K
Pacific Asset Management, LLC 0.22% Add +6.5% 12,555 $440K
Peapack Gladstone Financial Corp. 0.01% No change 12,400 $434K
Cetera Investment Advisers 0.00% Add +16.9% 12,288 $430K
Shearwater Capital LLC 0.20% New 12,239 $429K
EP Wealth Advisors, LLC 0.00% Add +5.9% 12,171 $426K
Fifth Third Bancorp 0.00% Reduce -12.4% 12,116 $424K
Fortis Capital Management LLC 0.05% Add +1.2% 12,107 $424K
Awm Capital, LLC 0.03% Add +1.2% 11,865 $416K
Creative Financial Designs Inc. 0.02% Add +7.0% 11,774 $412K
180 Wealth Advisors, LLC 0.04% Add +47.0% 11,646 $408K
IFG Advisors, LLC 0.06% Add +1.4% 11,588 $406K
Security National Bank of Sioux City Iowa 0.16% Add +62.3% 11,421 $400K
Rehmann Capital Advisory Group 0.02% Add +1.7% 11,264 $395K
Cannon Financial Strategists, Inc. 0.04% Reduce -2.2% 11,158 $391K
Abel Hall, LLC 0.07% Reduce -3.2% 11,100 $389K
Sterling Financial Planning, Inc. 0.10% Reduce -0.2% 10,763 $377K
Merit Financial Group, LLC 0.00% Add +1.5% 10,646 $373K
Burton Enright Welch 0.04% No change 10,332 $362K
Granville Capital, Inc. 0.16% No change 10,286 $360K
Navigate Wealth Management, LLC 0.21% Add +0.7% 9,614 $339K
Diversify Advisory Services, LLC 0.01% New 9,467 $337K
Diversify Wealth Management, LLC 0.01% Add +3.0% 9,467 $337K
Strategent Financial, LLC 0.19% Add +16.1% 9,496 $333K
SeaCrest Wealth Management, LLC 0.04% Add +0.5% 9,343 $327K
Elevate Wealth Advisory, Inc. 0.18% Add +1.2% 9,124 $320K
Ameriprise Financial Inc. 0.00% Reduce -17.2% 9,066 $318K
LWM Advisory Services, LLC 0.56% New 8,999 $315K
Clarity Capital Advisors, LLC 0.13% Add +1.2% 8,934 $313K
CX Institutional 0.01% New 8,910 $312K
Maripau Wealth Management LLC 0.11% Add +1.1% 8,877 $311K
Signal Advisors Wealth, LLC 0.02% New 8,877 $311K
Security National Bank of So Dak 0.14% Add +24.6% 8,798 $308K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.8% 8,731 $306K
Advisory Services Network, LLC 0.00% Add +3.9% 8,639 $303K
Family Office Research LLC 0.11% No change 8,258 $289K
Baker Tilly Wealth Management, LLC 0.06% Add +12.7% 8,081 $283K
HRT Financial LP 0.00% New 8,099 $283K
Hanover Advisors Inc. 0.10% No change 7,955 $279K
AQR Capital Management 0.00% Add +0.8% 7,819 $274K
Cresset Asset Management, LLC 0.00% New 7,673 $269K
Opus Financial Solutions LLC 0.22% Reduce -27.5% 7,668 $269K
Geometric Wealth Advisors 0.03% New 7,425 $260K
Long Island Wealth Management, Inc. 0.11% New 7,353 $258K
Nalls Sherbakoff Group, LLC 0.18% Add +0.0% 7,176 $251K
Quantinno Capital Management LP 0.00% New 7,053 $247K
Legacy Edge Advisors, LLC 0.02% Reduce -0.6% 6,951 $243K
AE Wealth Management LLC 0.00% Add +3.6% 6,696 $235K
PNC Financial Services Group, Inc. 0.00% No change 6,685 $234K
Calton & Associates, Inc. 0.03% New 6,254 $219K
GEM Asset Management, LLC 0.09% Add +0.9% 6,252 $219K
Johnson Investment Counsel Inc. 0.00% New 6,244 $219K
Sterneck Capital Management, LLC 0.09% No change 6,225 $218K
Commerce Bank 0.00% No change 6,094 $213K
Dixon Fnancial Services, Inc. 0.09% New 6,070 $213K
Secure Asset Management, LLC 0.03% Reduce -19.9% 5,861 $205K
Arax Advisory Partners 0.00% Add +434.7% 5,593 $196K
AlphaCore Capital LLC 0.00% No change 4,990 $175K
Blue Trust, Inc. 0.00% Reduce -94.2% 4,708 $165K
LRI Investments, LLC 0.01% Add +0.5% 4,023 $141K
Pillar Financial Advisors, LLC 0.07% No change 3,903 $137K
Wells Fargo & Company 0.00% Add +2.2% 3,710 $130K
Harbour Investments, Inc. 0.00% Add +20.8% 3,579 $125K
Rachor Investment Advisory Services, LLC 0.06% Add +17.5% 3,225 $113K
Fairman Group, LLC 0.09% Add +1.2% 3,154 $110K
Private Trust Co. NA 0.01% No change 2,790 $98K
IFP Advisors, Inc 0.00% New 2,570 $90K
CENTRAL TRUST Co 0.00% Add +2040.9% 1,991 $70K
UMB Bank, n.a. 0.00% No change 1,990 $70K
Russell Investments Group, Ltd. 0.00% New 1,941 $68K
Protective Life Corp. 0.48% Reduce -44.0% 1,902 $67K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -9.6% 1,802 $63K
Glen Eagle Advisors, LLC 0.01% No change 1,750 $61K
Dunhill Financial, LLC 0.01% No change 1,702 $60K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.3% 1,619 $57K
Smartleaf Asset Management LLC 0.00% No change 1,613 $56K
C M Bidwell & Associates Ltd. 0.02% No change 1,600 $56K
Keating Financial Advisory Services, Inc. 0.01% No change 1,600 $56K
Angeles Wealth Management, LLC 0.00% Reduce -0.1% 1,585 $56K
Ancora Advisors LLC 0.00% No change 1,325 $46K
Markowski Investments 0.01% — 1,319 $46K
Global Retirement Partners, LLC 0.00% — 1,298 $45K
Beaird Harris Wealth Management, LLC 0.00% Reduce -17.2% 1,260 $44K
Horizon Financial Services, LLC 0.02% No change 1,244 $44K
FAS Wealth Partners, Inc. 0.00% Add +1.3% 1,054 $37K
Vanguard Advisers Inc. 0.00% Reduce -12.2% 1,018 $36K
Bravera Wealth 0.01% No change 914 $32K
O'shaughnessy Asset Management, LLC 0.00% No change 860 $30K
Prudent Man Investment Management, Inc. 0.01% No change 893 $29K
Hilton Head Capital Partners, LLC 0.01% No change 833 $29K
Park Place Capital Corp 0.00% No change 818 $29K
Hurley Capital, LLC 0.01% Add +1.2% 764 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 757 $27K
Parvin Asset Management, LLC 0.02% No change 734 $26K
IFG Advisory, LLC 0.00% New 719 $25K
Howe & Rusling Inc. 0.00% No change 716 $25K
Triumph Capital Management 0.00% Reduce -3.4% 603 $21K
Farmers & Merchants Investments Inc. 0.00% No change 591 $21K
Gleason Group, Inc. 0.00% New 568 $20K
Sittner & Nelson, LLC 0.01% No change 489 $17K
JNBA Financial Advisors 0.00% No change 474 $17K
Asset Dedication, LLC 0.00% No change 458 $16K
Highline Wealth Partners LLC 0.00% New 443 $16K
Montgomery Financial Services LLC 0.01% — 409 $14K
Strive Financial Group ,LLC 0.01% Add +252.2% 398 $14K
Birchwood Financial Partners, Inc. 0.01% Add +1.1% 377 $13K
Trust Co 0.00% No change 321 $11K
New England Capital Financial Advisors LLC 0.00% Add +1.3% 319 $11K
N.E.W. Advisory Services LLC 0.00% Add +423.7% 309 $11K
Signature Resources Capital Management, LLC 0.00% No change 304 $11K
Evolution Wealth Management Inc. 0.01% New 290 $10K
Bell Investment Advisors, Inc 0.00% Reduce -50.0% 249 $9K
Archer Investment Corp 0.00% No change 249 $9K
Lodestone Wealth Management LLC 0.00% Add +1.3% 234 $8K
Hantz Financial Services, Inc. 0.00% New 237 $8K
US Bancorp \de 0.00% Reduce -55.7% 207 $7K
CoreCap Advisors, LLC 0.00% Add +0.5% 193 $7K
Bogart Wealth, LLC 0.00% No change 192 $7K
Register Financial Advisors LLC 0.00% New 178 $6K
GAMMA Investing LLC 0.00% No change 168 $6K
Golden State Wealth Management, LLC 0.00% No change 166 $6K
Copia Wealth Management 0.00% New 164 $6K
Geneos Wealth Management Inc. 0.00% Reduce -97.4% 163 $6K
DecisionPoint Financial, LLC 0.00% Add +17.5% 161 $6K
Parkside Financial Bank & Trust 0.00% New 139 $5K
YANKCOM Partnership 0.00% New 125 $4K
Tounjian Advisory Partners, LLC 0.00% New 114 $4K
Cullen/Frost Bankers, Inc. 0.00% No change 85 $3K
SRH Advisors, LLC 0.00% No change 84 $3K
Kingdom Financial Group LLC. 0.00% New 81 $3K
MPWM Advisory Solutions, LLC 0.00% No change 80 $3K
McGuire Capital Advisors Inc. 0.00% New 75 $3K
Topsail Wealth Management, LLC 0.00% No change 71 $2K
Signature Equity Partners, LLC 0.00% New 55 $2K
Key Financial Inc 0.00% No change 44 $2K
Aptus Capital Advisors, LLC 0.00% No change 26 $911
Medallion Wealth Advisors, LLC 0.00% No change 25 $876
Versant Capital Management, Inc 0.00% No change 24 $841
Tower Research Capital LLC (TRC) 0.00% New 23 $806
Rosenberg Matthew Hamilton 0.00% No change 21 $736

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