Dimensional International SMDISVETF
13F holders, Q2 2024 (June 30)252holders +16
23new positions
10sold out
2famous investors
$26.88avg. 13F price*
At the end of Q2 2024, 252 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 16 from Q1 2024. 23 opened new positions and 10 sold out. The largest holders were Merriman Wealth Management, LLC ($225.6M), Forum Financial Management, LP ($162.0M) and Buckingham Strategic Wealth, LLC ($84.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $32.4M |
| Exits | 10 | $29.5M |
All 13F filers, Q1 2024 → Q2 2024: 4,910,185 shares bought and 2,325,600 shares sold, net +2,584,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| Merriman Wealth Management, LLC | 9.86% | Add +3.1% | 8,386,412 | $225.6M |
| Forum Financial Management, LP | 2.93% | Reduce -7.6% | 6,021,987 | $162.0M |
| Buckingham Strategic Wealth, LLC | 0.88% | Add +13.0% | 3,149,744 | $84.7M |
| Focus Partners Advisor Solutions, LLC | 1.10% | Add +12.3% | 1,556,199 | $41.9M |
| Ritholtz Wealth Management | 1.16% | Add +0.9% | 1,305,051 | $35.1M |
| HighTower Advisors, LLC | 0.05% | Add +5.2% | 1,177,669 | $31.7M |
| Asset Dedication, LLC | 2.03% | Add +1.8% | 1,087,321 | $29.3M |
| Corient Private Wealth LP | 0.05% | Add +3.1% | 1,037,834 | $27.9M |
| Evanson Asset Management, LLC | 1.82% | Add +8.6% | 918,466 | $24.7M |
| Planning Center, Inc. | 2.85% | Add +0.4% | 811,944 | $21.8M |
| Jane Street Group, LLC | 0.02% | Reduce -8.5% | 811,286 | $21.8M |
| Abacus Wealth Partners, LLC | 3.51% | Add +10.2% | 786,262 | $21.2M |
| DiNuzzo Private Wealth, Inc. | 2.77% | Reduce -0.7% | 762,761 | $20.5M |
| Monograph Wealth Advisors, LLC | 2.85% | Add +3.4% | 725,361 | $19.5M |
| Jackson Thornton Wealth Management, LLC | 2.93% | Add +55.9% | 710,834 | $19.1M |
| Savant Capital, LLC | 0.19% | Add +93.3% | 692,919 | $18.6M |
| Cerity Partners LLC | 0.05% | Add +3.8% | 692,480 | $18.6M |
| Bank of Montreal | 0.01% | Add +10.0% | 646,198 | $18.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +0.7% | 653,017 | $17.6M |
| Creative Planning | 0.02% | Add +25.7% | 627,049 | $16.9M |
| Integris Wealth Management, LLC | 4.18% | Reduce -5.2% | 537,953 | $14.5M |
| Miramar Fiduciary Corp | 12.25% | Reduce -15.6% | 506,591 | $13.6M |
| LRI Investments, LLC | 1.43% | Add +3.5% | 465,633 | $12.5M |
| MB Generational Wealth, LLC | 9.55% | Reduce -0.3% | 458,074 | $12.3M |
| Callan Capital, LLC | 0.93% | Reduce -4.9% | 420,002 | $11.3M |
| Quantum Financial Advisors, LLC | 1.94% | Add +7.1% | 411,312 | $11.1M |
| Exencial Wealth Advisors, LLC | 0.41% | Add +11.2% | 403,032 | $10.8M |
| Private Wealth Management Group, LLC | 4.38% | Reduce -16.0% | 375,564 | $10.1M |
| Hill Investment Group Partners, LLC | 1.34% | Reduce -8.9% | 355,287 | $9.9M |
| Equita Financial Network, Inc. | 4.07% | Add +15.5% | 362,325 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 361,993 | $9.7M |
| Index Fund Advisors, Inc. | 0.55% | Add +21.8% | 361,100 | $9.7M |
| Keb Asset Management, LLC | 3.20% | Add +7.9% | 354,065 | $9.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.24% | Reduce -1.5% | 353,655 | $9.5M |
| Rather & Kittrell, Inc. | 2.60% | Add +11.9% | 350,926 | $9.4M |
| Baker Ellis Asset Management LLC | 1.37% | Add +3.5% | 337,894 | $9.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.1% | 332,949 | $9.0M |
| Seaside Wealth Management, Inc. | 3.53% | Add +3.8% | 316,377 | $8.5M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +2.6% | 309,864 | $8.3M |
| Bank of America Corp. | 0.00% | Add +24.9% | 308,960 | $8.3M |
| Vestmark Advisory Solutions, Inc. | 0.34% | Add +1.3% | 305,218 | $8.2M |
| Sensible Money, LLC | 3.96% | Add +3.7% | 301,817 | $8.1M |
| Great Oak Capital Partners, LLC | 2.89% | New | 286,936 | $7.7M |
| Northern Trust Corp. | 0.00% | Add +255.5% | 281,438 | $7.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.19% | Add +4.1% | 277,270 | $7.5M |
| Krilogy Financial LLC | 0.54% | Add +7.3% | 273,391 | $7.4M |
| Pathstone Holdings, LLC | 0.03% | Add +1.1% | 259,963 | $7.0M |
| Hassell Wealth Management, LLC | 3.10% | Add +7.5% | 248,250 | $6.9M |
| Financial Architects, LLC | 4.41% | Add +2.1% | 240,915 | $6.5M |
| Physician Wealth Solutions Inc. | 4.62% | Add +35.3% | 240,655 | $6.5M |
| Pacific Sage Partners, LLC | 1.59% | Reduce -0.1% | 238,039 | $6.4M |
| Sachem Hill LLC | 1.37% | Add +20.5% | 237,786 | $6.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.1% | 232,050 | $6.2M |
| Simplicity Wealth,LLC | 0.14% | New | 229,752 | $6.2M |
| Flputnam Investment Management Co. | 0.12% | New | 228,130 | $6.1M |
| NewEdge Advisors, LLC | 0.04% | Add +2.4% | 226,085 | $6.1M |
| Cardiff Park Advisors, LLC | 0.59% | Add +1.0% | 226,048 | $6.1M |
| Shotwell Rutter Baer Inc | 5.38% | Add +0.8% | 222,103 | $6.1M |
| Del-Sette Capital Management, LLC | 4.97% | Add +153.3% | 224,936 | $6.1M |
| Aerodigm Wealth, LLC | 2.76% | Add +95.6% | 222,538 | $6.0M |
| Sterling Financial Planning, Inc. | 2.41% | Add +13.5% | 220,684 | $5.9M |
| Chicago Partners Investment Group LLC | 0.23% | Add +5.3% | 209,165 | $5.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.25% | Add +7.5% | 195,955 | $5.3M |
| Quadcap Wealth Management, LLC | 0.90% | Add +34.0% | 184,500 | $5.0M |
| BetterWealth, LLC | 1.56% | Reduce -3.8% | 182,357 | $4.9M |
| Liberty Wealth Management LLC | 0.87% | Add +69.1% | 299,691 | $4.8M |
| Lam Group, Inc. | 3.99% | Add +0.8% | 175,965 | $4.7M |
| Old Mission Capital LLC | 0.11% | Reduce -21.3% | 161,685 | $4.4M |
| Financial Symmetry Inc | 3.38% | Add +22.5% | 161,671 | $4.3M |
| Meritas Wealth Management, LLC | 3.04% | Add +3.0% | 160,141 | $4.3M |
| Collective Family Office LLC | 1.23% | Add +7.4% | 155,849 | $4.2M |
| Retirement Solution LLC | 1.11% | Add +1.0% | 153,624 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 142,259 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +11.2% | 141,156 | $3.8M |
| Yeomans Consulting Group, Inc. | 1.37% | Add +0.3% | 131,747 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +16.8% | 131,410 | $3.5M |
| Abel Hall, LLC | 2.49% | Add +3.4% | 131,059 | $3.5M |
| Willow Creek Wealth Management Inc. | 0.39% | Reduce -0.5% | 126,824 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 123,931 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 121,701 | $3.3M |
| Claris Advisors, LLC / Mo / | 1.68% | Reduce -15.2% | 120,838 | $3.3M |
| PBMares Wealth Management LLC | 0.75% | Add +19.6% | 112,950 | $3.0M |
| Mills Wealth Advisors LLC | 2.08% | Add +10.7% | 107,903 | $2.9M |
| Park Avenue Securities LLC | 0.04% | Add +19.8% | 106,992 | $2.9M |
| Ruedi Wealth Management, Inc. | 1.12% | Add +23.2% | 105,714 | $2.8M |
| Tillman Hartley LLC | 0.97% | Add +3.2% | 105,064 | $2.8M |
| Squire Investment Management Company, LLC | 1.51% | Add +30.5% | 98,992 | $2.7M |
| Cambridge Financial Group, LLC | 1.21% | Add +3.9% | 98,757 | $2.7M |
| ShankerValleau Wealth Advisors, Inc. | 1.13% | Reduce -0.3% | 98,530 | $2.7M |
| Northwest Wealth Management, LLC | 0.68% | Add +9.0% | 97,352 | $2.6M |
| Spire Wealth Management | 0.09% | Add +0.7% | 94,311 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -3.6% | 92,746 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -26.2% | 91,473 | $2.5M |
| Vannoy Advisory Group, Inc. | 1.86% | Reduce -1.0% | 89,321 | $2.4M |
| Quarry Hill Advisors, LLC | 1.58% | No change | 87,883 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -16.8% | 77,232 | $2.1M |
| Arax Advisory Partners | 0.20% | Add +3.0% | 76,870 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.73% | Add +3.3% | 74,979 | $2.0M |
| Gradient Capital Advisors, LLC | 0.72% | Add +2.4% | 74,721 | $2.0M |
| Allworth Financial LP | 0.01% | New | 70,356 | $2.0M |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.