Dimensional International SMDISVETF
13F holders, Q1 2024 (March 31)236holders
2famous investors
$27.17avg. 13F price*
At the end of Q1 2024, 236 institutions reported holding Dimensional International SM (DISV) in their 13F filings. The largest holders were Merriman Wealth Management, LLC ($221.1M), Forum Financial Management, LP ($177.3M) and Buckingham Strategic Wealth, LLC ($75.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional International SM
- CUSIP
- 25434V781
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $24.5M |
| Exits | 11 | $21.6M |
Ownership 236 holders
| Merriman Wealth Management, LLC | 9.86% | Add +4.7% | 8,133,187 | $221.1M |
| Forum Financial Management, LP | 3.03% | Reduce -1.5% | 6,519,322 | $177.3M |
| Buckingham Strategic Wealth, LLC | 0.80% | Add +32.1% | 2,787,303 | $75.8M |
| Focus Partners Advisor Solutions, LLC | 1.09% | Add +123.1% | 1,385,955 | $37.7M |
| Ritholtz Wealth Management | 1.21% | Add +4.8% | 1,293,654 | $35.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.4% | 1,119,082 | $30.4M |
| Asset Dedication, LLC | 2.17% | Add +4.0% | 1,068,265 | $29.1M |
| Corient Private Wealth LP | 0.05% | Add +5.3% | 1,006,427 | $27.4M |
| Jane Street Group, LLC | 0.03% | Reduce -48.5% | 886,450 | $24.1M |
| Evanson Asset Management, LLC | 1.71% | Add +11.4% | 845,459 | $23.0M |
| Planning Center, Inc. | 4.78% | Add +4.5% | 808,480 | $22.0M |
| DiNuzzo Private Wealth, Inc. | 2.82% | Add +0.2% | 767,934 | $20.9M |
| Abacus Wealth Partners, LLC | 3.25% | Add +10.2% | 713,219 | $19.4M |
| Monograph Wealth Advisors, LLC | 2.80% | Add +18.6% | 701,403 | $19.1M |
| Cerity Partners LLC | 0.05% | Add +3.3% | 666,868 | $18.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +5.4% | 648,697 | $17.6M |
| Miramar Fiduciary Corp | 11.94% | Reduce -5.6% | 600,091 | $16.3M |
| Bank of Montreal | 0.01% | Add +10.4% | 587,242 | $16.0M |
| Integris Wealth Management, LLC | 4.27% | Add +8.5% | 567,638 | $15.4M |
| Creative Planning | 0.01% | Reduce -4.8% | 498,963 | $13.6M |
| MB Generational Wealth, LLC | 9.80% | Add +12.6% | 459,527 | $12.5M |
| Relative Value Partners Group, LLC | 0.78% | Add +2.3% | 489,439 | $12.4M |
| Jackson Thornton Wealth Management, LLC | 2.10% | Add +22.9% | 455,837 | $12.4M |
| LRI Investments, LLC | 3.09% | — | 449,774 | $12.2M |
| Private Wealth Management Group, LLC | 5.51% | Add +13.3% | 447,220 | $12.2M |
| Callan Capital, LLC | 1.05% | Reduce -2.0% | 441,453 | $12.0M |
| Hill Investment Group Partners, LLC | 1.50% | Reduce -2.7% | 389,829 | $10.6M |
| Quantum Financial Advisors, LLC | 1.92% | Add +167.2% | 384,061 | $10.4M |
| Exencial Wealth Advisors, LLC | 0.37% | Add +25.0% | 362,522 | $9.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Add +1.1% | 359,119 | $9.8M |
| Savant Capital, LLC | 0.11% | Reduce -15.9% | 358,467 | $9.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.1% | 354,411 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +144.5% | 329,235 | $9.0M |
| Keb Asset Management, LLC | 3.05% | Add +6.2% | 328,157 | $8.9M |
| Baker Ellis Asset Management LLC | 1.32% | Add +2.7% | 326,373 | $8.9M |
| Equita Financial Network, Inc. | 3.83% | Add +137.0% | 313,637 | $8.5M |
| Rather & Kittrell, Inc. | 2.55% | Add +16.3% | 313,608 | $8.5M |
| Seaside Wealth Management, Inc. | 3.54% | Add +2.1% | 304,855 | $8.3M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +1.7% | 301,911 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.35% | Add +14.5% | 301,313 | $8.2M |
| Index Fund Advisors, Inc. | 0.45% | Add +15.1% | 296,532 | $8.1M |
| Sensible Money, LLC | 4.26% | Add +4.4% | 291,146 | $7.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +146.1% | 273,712 | $7.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.38% | Add +1.6% | 266,447 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Reduce -6.8% | 257,087 | $7.0M |
| Krilogy Financial LLC | 0.53% | Add +1.3% | 254,667 | $6.9M |
| Bank of America Corp. | 0.00% | Add +56.9% | 247,460 | $6.7M |
| Pacific Sage Partners, LLC | 1.68% | Add +4.3% | 238,207 | $6.5M |
| Financial Architects, LLC | 4.44% | Add +14.0% | 236,045 | $6.4M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 231,702 | $6.3M |
| Hassell Wealth Management, LLC | 3.94% | Add +1.7% | 230,927 | $6.2M |
| Cardiff Park Advisors, LLC | 0.58% | Add +8.6% | 223,883 | $6.1M |
| Shotwell Rutter Baer Inc | 12.27% | Add +0.8% | 220,279 | $6.1M |
| NewEdge Advisors, LLC | 0.05% | Add +20.2% | 220,760 | $6.0M |
| Old Mission Capital LLC | 0.14% | New | 205,342 | $5.6M |
| Sachem Hill LLC | 1.26% | Add +5.3% | 197,320 | $5.4M |
| Chicago Partners Investment Group LLC | 0.23% | Add +3.9% | 198,577 | $5.3M |
| Empowered Funds, LLC | 0.10% | New | 196,209 | $5.3M |
| Sterling Financial Planning, Inc. | 2.14% | Add +12.5% | 194,449 | $5.3M |
| BetterWealth, LLC | 1.68% | Add +2.3% | 189,563 | $5.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.18% | Add +19.9% | 182,224 | $4.9M |
| Physician Wealth Solutions Inc. | 4.06% | Add +42.1% | 177,896 | $4.8M |
| Liberty Wealth Management LLC | 0.94% | Add +0.1% | 177,216 | $4.8M |
| Lam Group, Inc. | 3.87% | Add +9.1% | 174,520 | $4.7M |
| Meritas Wealth Management, LLC | 2.94% | Add +25.1% | 155,535 | $4.2M |
| Retirement Solution LLC | 1.12% | Add +0.1% | 152,109 | $4.1M |
| Collective Family Office LLC | 1.28% | Reduce -5.0% | 145,137 | $3.9M |
| Claris Advisors, LLC / Mo / | 1.95% | Add +1.9% | 142,424 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 141,416 | $3.8M |
| Quadcap Wealth Management, LLC | 0.85% | Add +41.5% | 137,738 | $3.7M |
| Financial Symmetry Inc | 3.14% | Add +9.1% | 131,931 | $3.6M |
| Yeomans Consulting Group, Inc. | 1.56% | Add +1.6% | 131,388 | $3.6M |
| Willow Creek Wealth Management Inc. | 0.41% | Add +0.7% | 127,486 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +3.8% | 126,893 | $3.5M |
| Abel Hall, LLC | 2.58% | Add +3.6% | 126,794 | $3.4M |
| Citadel Advisors | 0.00% | Add +32.4% | 123,952 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -8.9% | 121,620 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.3% | 118,765 | $3.2M |
| Fischer Investment Strategies, LLC | 2.79% | Reduce -34.4% | 117,231 | $3.2M |
| Aerodigm Wealth, LLC | 1.25% | Add +1.2% | 113,792 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +30.3% | 112,528 | $3.1M |
| Advisory Alpha, LLC | 0.12% | Add +6.3% | 110,455 | $3.0M |
| ML & R Wealth Management LLC | 0.67% | Reduce -32.7% | 107,820 | $2.9M |
| Tillman Hartley LLC | 0.95% | Add +1.9% | 101,777 | $2.8M |
| ShankerValleau Wealth Advisors, Inc. | 1.24% | Add +3.1% | 98,837 | $2.7M |
| Mills Wealth Advisors LLC | 1.95% | Add +5.2% | 97,477 | $2.7M |
| Mariner, LLC | 0.01% | Add +3.8% | 96,227 | $2.6M |
| Cambridge Financial Group, LLC | 1.23% | Add +21.0% | 95,024 | $2.6M |
| PBMares Wealth Management LLC | 0.67% | Add +28.2% | 94,455 | $2.6M |
| Spire Wealth Management | 0.05% | Add +9.3% | 93,635 | $2.5M |
| Modera Wealth Management, LLC | 0.04% | Add +2.7% | 92,874 | $2.5M |
| Vannoy Advisory Group, Inc. | 1.91% | Add +0.5% | 90,185 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Add +38.2% | 89,349 | $2.4M |
| Northwest Wealth Management, LLC | 0.67% | Add +0.5% | 89,284 | $2.4M |
| Del-Sette Capital Management, LLC | 1.98% | Reduce -63.6% | 88,799 | $2.4M |
| Quarry Hill Advisors, LLC | 1.76% | Reduce -0.0% | 87,883 | $2.4M |
| Ruedi Wealth Management, Inc. | 0.98% | Add +12.6% | 85,837 | $2.3M |
| RCS Financial Planning, LLC | 1.41% | Reduce -13.3% | 84,437 | $2.3M |
| Northern Trust Corp. | 0.00% | Add +82.7% | 79,166 | $2.2M |
| Squire Investment Management Company, LLC | 1.30% | Add +205.0% | 75,842 | $2.1M |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.