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 |
| Arax Advisory Partners | 0.21% | Reduce -1.9% | 74,651 | $2.0M |
| Gradient Capital Advisors, LLC | 0.73% | Add +2.6% | 73,005 | $2.0M |
| Aviance Capital Partners, LLC | 0.29% | Add +1.7% | 72,669 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +7.7% | 72,568 | $2.0M |
| Nwam LLC | 0.15% | Reduce -6.5% | 69,742 | $1.9M |
| Mraz, Amerine & Associates, Inc. | 0.35% | Reduce -0.6% | 69,022 | $1.9M |
| Andrews, Lucia Wealth Management LLC | 1.28% | Add +1.2% | 66,002 | $1.8M |
| Grunden Financial Advisory, Inc. | 0.94% | Add +1.3% | 65,223 | $1.8M |
| Efficient Advisors, LLC | 0.10% | Add +14.4% | 57,834 | $1.6M |
| Prosperity Planning, Inc. | 0.75% | Reduce -0.3% | 57,115 | $1.6M |
| New England Private Wealth Advisors LLC | 0.27% | Reduce -10.2% | 56,147 | $1.5M |
| LPL Financial LLC | 0.00% | Add +15.2% | 55,560 | $1.5M |
| Bayshore Asset Management, LLC | 0.70% | Add +0.5% | 52,487 | $1.4M |
| Maryland Capital Advisors Inc. | 0.88% | Add +4.6% | 52,148 | $1.4M |
| IFG Advisory, LLC | 0.10% | New | 51,478 | $1.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.39% | Add +21.8% | 50,964 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Add +28.4% | 50,404 | $1.4M |
| Longview Financial Advisors, Inc. | 0.96% | Reduce -0.1% | 47,118 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.7% | 44,328 | $1.2M |
| Matisse Capital | 0.58% | Add +37.0% | 44,100 | $1.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | Reduce -0.9% | 43,038 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +2.7% | 41,855 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +1589.8% | 39,778 | $1.1M |
| CSS LLC | 0.26% | New | 38,941 | $1.1M |
| Morris Financial Concepts, Inc. | 0.54% | Add +209.4% | 38,724 | $1.1M |
| Retirement Guys Formula LLC | 0.51% | Reduce -2.6% | 38,464 | $1.0M |
| Emprise Bank | 0.70% | — | 38,155 | $1.0M |
| Peirce Capital Management, LLC | 0.56% | Reduce -1.7% | 37,554 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.29% | Add +0.0% | 37,397 | $1.0M |
| Porter White Investment Advisors, Inc. | 0.52% | Reduce -1.9% | 35,670 | $970K |
| W.H. Cornerstone Investments Inc. | 0.66% | Add +69.6% | 33,472 | $910K |
| Blue Trust, Inc. | 0.01% | Add +14.5% | 33,270 | $905K |
| Corus Family Wealth Advisors | 0.75% | Add +26.8% | 32,171 | $875K |
| CarsonAllaria Wealth Management, Ltd. | 0.55% | Add +1.8% | 31,979 | $870K |
| Hilltop Holdings Inc. | 0.10% | Reduce -1.0% | 31,916 | $868K |
| Signet Financial Management, LLC | 0.12% | Add +0.1% | 31,537 | $858K |
| Burton Enright Welch | 0.20% | Add +2.1% | 31,291 | $851K |
| Oceanside Advisors LLC | 0.67% | Add +1.4% | 29,878 | $812K |
| MML Investors Services, LLC | 0.00% | Reduce -31.8% | 29,448 | $801K |
| Allegiance Financial Group Advisory Services LLC | 0.32% | Add +0.0% | 29,206 | $794K |
| Sax Wealth Advisors, LLC | 0.09% | Add +173.8% | 26,804 | $729K |
| SageView Advisory Group, LLC | 0.03% | Reduce -1.3% | 23,781 | $647K |
| Liberty Capital Management, Inc. | 0.16% | Reduce -14.4% | 23,495 | $639K |
| Firethorn Wealth Partners, LLC | 0.37% | Add +49.9% | 23,369 | $635K |
| Truist Financial Corp. | 0.00% | Reduce -2.6% | 23,357 | $635K |
| Sterling Wealth Management, Inc. | 0.31% | Add +49.7% | 23,059 | $627K |
| Betterment LLC | 0.00% | Add +21.9% | 22,930 | $623K |
| Rehmann Capital Advisory Group | 0.04% | Add +56.1% | 22,123 | $602K |
| Renaissance Technologies | 0.00% | Reduce -52.2% | 22,100 | $601K |
| Waverly Advisors, LLC | 0.01% | Reduce -6.3% | 21,850 | $594K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.8% | 21,828 | $594K |
| Great Point Wealth Advisors, LLC | 0.14% | Add +0.5% | 21,682 | $590K |
| Harbour Investments, Inc. | 0.02% | Reduce -16.8% | 21,647 | $589K |
| Hanover Advisors Inc. | 0.24% | Add +34.3% | 21,343 | $580K |
| C M Bidwell & Associates Ltd. | 0.39% | Add +4.5% | 21,336 | $580K |
| Susquehanna International Group, LLP | 0.00% | New | 21,023 | $572K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.7% | 20,993 | $571K |
| Efficient Frontier Advisors LLC | 0.45% | New | 20,869 | $565K |
| Tortoise Investment Management, LLC | 0.07% | Add +1.9% | 20,696 | $563K |
| Phillips Financial Management, LLC | 0.05% | Add +9.8% | 20,321 | $553K |
| Red Lighthouse Investment Management, LLC | 0.21% | No change | 19,398 | $527K |
| Visionary Wealth Advisors | 0.04% | No change | 19,290 | $524K |
| Harbor Investment Advisory, LLC | 0.05% | Add +7.8% | 18,053 | $491K |
| Shearwater Capital LLC | 0.36% | Add +17.9% | 17,909 | $487K |
| RAM Investment Partners, LLC | 0.15% | Add +0.3% | 17,338 | $471K |
| Bedel Financial Consulting, Inc. | 0.07% | Add +6.2% | 16,996 | $462K |
| LJI Wealth Management, LLC | 0.12% | Add +20.6% | 16,884 | $459K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +49.4% | 16,482 | $448K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +49.4% | 16,482 | $448K |
| Hemington Wealth Management | 0.16% | New | 16,470 | $448K |
| Elevate Wealth Advisory, Inc. | 0.39% | Reduce -16.2% | 16,458 | $447K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 16,427 | $447K |
| Rf&l Wealth Management, LLC | 0.34% | Add +13.7% | 16,150 | $439K |
| Disciplined Investments, LLC | 0.24% | Reduce -11.5% | 16,135 | $439K |
| Kraft Asset Management, LLC | 0.35% | Add +26.8% | 15,828 | $430K |
| Passive Capital Management, LLC. | 0.16% | No change | 15,500 | $421K |
| PrairieView Partners, LLC | 0.05% | Reduce -0.0% | 15,424 | $420K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 15,010 | $408K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.7% | 15,000 | $408K |
| Austin Asset Management Co Inc | 0.08% | New | 13,903 | $378K |
| DBK Financial Counsel, LLC | 0.39% | New | 13,710 | $373K |
| SC&H Financial Advisors, Inc. | 0.10% | Reduce -2.7% | 13,547 | $368K |
| ARK & TLK Investments, LLC | 0.14% | No change | 13,473 | $366K |
| Wescott Financial Advisory Group, LLC | 0.04% | Reduce -4.3% | 13,276 | $361K |
| Catalina Capital Group, LLC | 0.15% | New | 13,247 | $360K |
| Dopkins Wealth Management, LLC | 0.21% | New | 12,630 | $343K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -7.6% | 12,537 | $341K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.0% | 11,671 | $317K |
| Focus Partners Wealth | 0.00% | No change | 11,491 | $312K |
| Tacita Capital Inc | 0.21% | No change | 10,880 | $296K |
| Gibson Capital, LLC | 0.06% | No change | 10,742 | $292K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -11.8% | 10,767 | $292K |
| SYM FINANCIAL Corp | 0.05% | No change | 10,463 | $284K |
| 25 LLC | 0.13% | Add +1.2% | 9,923 | $270K |
| Altiora Financial Group, LLC | 0.07% | New | 9,825 | $267K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 10,085 | $265K |
| Earned Wealth Advisors, LLC | 0.10% | New | 9,691 | $263K |
| Morgan Stanley | 0.00% | Reduce -81.1% | 9,203 | $250K |
| Hara Capital LLC | 0.15% | No change | 9,168 | $249K |
| Clarity Capital Advisors, LLC | 0.19% | Add +0.0% | 8,699 | $237K |
| RB Capital Management, LLC | 0.06% | New | 7,721 | $210K |
| Hartline Investment Corp./ | 0.04% | New | 7,638 | $208K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 7,638 | $208K |
| Awm Capital, LLC | 0.03% | New | 7,517 | $204K |
| Angeles Wealth Management, LLC | 0.02% | Add +4.3% | 7,485 | $204K |
| Family CFO Inc | 0.11% | Add +30.7% | 6,297 | $171K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -50.1% | 5,385 | $146K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,250 | $143K |
| Kathleen S. Wright Associates Inc. | 0.06% | No change | 4,450 | $121K |
| Versant Capital Management, Inc | 0.03% | Add +12.3% | 4,214 | $115K |
| EnRich Financial Partners LLC | 0.04% | New | 3,854 | $105K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,770 | $103K |
| Annapolis Financial Services, LLC | 0.03% | Reduce -92.0% | 3,654 | $99K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +52.3% | 3,092 | $84K |
| Aspire Private Capital, LLC | 0.02% | Add +51.6% | 2,929 | $80K |
| Aspire Wealth Management Corp | 0.05% | Add +8.6% | 2,786 | $76K |
| Studio Investment Management LLC | 0.02% | Add +41.7% | 2,431 | $66K |
| Sandy Spring Bank | 0.00% | Add +0.1% | 2,055 | $56K |
| Wells Fargo & Company | 0.00% | No change | 2,009 | $55K |
| DecisionPoint Financial, LLC | 0.02% | Add +112.6% | 1,775 | $48K |
| Mather Group, Llc. | 0.00% | New | 1,722 | $44K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,500 | $41K |
| WealthShield Partners, LLC | 0.01% | Reduce -23.9% | 1,245 | $34K |
| Comerica Bank | 0.00% | Reduce -0.3% | 1,221 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.5% | 929 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 750 | $20K |
| TruNorth Capital Management, LLC | 0.01% | — | 580 | $16K |
| Aspect Partners, LLC | 0.01% | No change | 538 | $15K |
| Providence Capital Advisors, LLC | 0.00% | New | 517 | $14K |
| Lindbrook Capital, LLC | 0.00% | No change | 434 | $12K |
| TrinityBridge Ltd | 0.00% | No change | 410 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 306 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 207 | $6K |
| Howe & Rusling Inc. | 0.00% | New | 132 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 129 | $4K |
| Valued Wealth Advisors LLC | 0.00% | New | 98 | $3K |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.