Dimensional International SMDISVETF
13F holders, Q3 2024 (September 30)262holders +10
16new positions
10sold out
1famous investor
$28.99avg. 13F price*
At the end of Q3 2024, 262 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 10 from Q2 2024. 16 opened new positions and 10 sold out. The largest holders were Merriman Wealth Management, LLC ($249.7M), Forum Financial Management, LP ($180.5M) and Focus Partners Wealth ($105.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional International SM
- CUSIP
- 25434V781
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $46.9M |
| Exits | 10 | $5.6M |
All 13F filers, Q2 2024 → Q3 2024: 8,383,434 shares bought and 1,227,577 shares sold, net +7,155,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Merriman Wealth Management, LLC | 10.14% | Add +2.4% | 8,591,238 | $249.7M |
| Forum Financial Management, LP | 3.00% | Add +3.1% | 6,210,552 | $180.5M |
| Focus Partners Wealth | 0.34% | Add +31371.5% | 3,616,396 | $105.1M |
| Focus Partners Advisor Solutions, LLC | 1.01% | Add +5.8% | 1,646,285 | $47.8M |
| Ritholtz Wealth Management | 1.18% | Add +3.6% | 1,352,710 | $39.3M |
| HighTower Advisors, LLC | 0.05% | Add +0.9% | 1,188,328 | $34.5M |
| Jane Street Group, LLC | 0.05% | Add +41.3% | 1,146,584 | $33.3M |
| Asset Dedication, LLC | 2.20% | Add +3.0% | 1,120,251 | $32.6M |
| Corient Private Wealth LP | 0.05% | Add +3.3% | 1,071,852 | $31.1M |
| Evanson Asset Management, LLC | 1.97% | Add +4.5% | 959,586 | $27.9M |
| Jackson Thornton Wealth Management, LLC | 3.36% | Add +23.2% | 875,702 | $25.4M |
| Abacus Wealth Partners, LLC | 3.74% | Add +9.1% | 857,553 | $24.9M |
| Monograph Wealth Advisors, LLC | 3.11% | Add +13.3% | 821,668 | $23.9M |
| Planning Center, Inc. | 2.93% | Add +0.7% | 817,611 | $23.8M |
| Cerity Partners LLC | 0.05% | Add +11.5% | 771,928 | $22.4M |
| DiNuzzo Private Wealth, Inc. | 2.70% | Reduce -1.2% | 753,752 | $21.9M |
| Savant Capital, LLC | 0.18% | Add +5.0% | 727,840 | $21.2M |
| Bank of Montreal | 0.01% | Add +5.0% | 678,257 | $19.7M |
| Creative Planning | 0.02% | Reduce -0.0% | 626,786 | $18.2M |
| NorthCoast Asset Management LLC | 0.13% | New | 622,270 | $17.9M |
| Integris Wealth Management, LLC | 4.46% | Add +2.1% | 549,233 | $16.0M |
| Miramar Fiduciary Corp | 12.46% | No change | 506,591 | $14.7M |
| Quantum Financial Advisors, LLC | 2.15% | Add +14.7% | 471,824 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -28.3% | 468,153 | $13.6M |
| Exencial Wealth Advisors, LLC | 0.49% | Add +15.3% | 464,536 | $13.5M |
| MB Generational Wealth, LLC | 9.63% | Add +0.5% | 460,250 | $13.4M |
| LRI Investments, LLC | 1.24% | Add +2.7% | 478,275 | $12.8M |
| Shakespeare Wealth Management, LLC | 3.27% | New | 430,775 | $12.5M |
| Index Fund Advisors, Inc. | 0.65% | Add +17.6% | 424,833 | $12.3M |
| Callan Capital, LLC | 0.84% | Reduce -1.8% | 412,478 | $12.0M |
| Equita Financial Network, Inc. | 4.29% | Add +11.6% | 404,270 | $11.7M |
| Keb Asset Management, LLC | 3.47% | Add +12.0% | 396,509 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 387,044 | $11.2M |
| Rather & Kittrell, Inc. | 2.73% | Add +9.4% | 383,990 | $11.2M |
| Northern Trust Corp. | 0.00% | Add +35.7% | 382,030 | $11.1M |
| NewEdge Advisors, LLC | 0.07% | Add +65.5% | 374,182 | $10.9M |
| Private Wealth Management Group, LLC | 4.17% | Reduce -3.3% | 363,134 | $10.6M |
| Great Oak Capital Partners, LLC | 3.49% | Add +22.2% | 350,682 | $10.1M |
| Bank of America Corp. | 0.00% | Add +11.1% | 343,267 | $10.0M |
| Hill Investment Group Partners, LLC | 1.38% | Add +3.9% | 369,003 | $10.0M |
| Baker Ellis Asset Management LLC | 1.40% | Add +0.9% | 340,863 | $9.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Reduce -6.9% | 329,201 | $9.6M |
| Seaside Wealth Management, Inc. | 3.61% | Add +3.9% | 328,567 | $9.5M |
| Vestmark Advisory Solutions, Inc. | 0.35% | Add +6.9% | 326,404 | $9.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.4% | 321,603 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +2.4% | 317,366 | $9.2M |
| Sensible Money, LLC | 3.91% | Add +2.1% | 308,122 | $9.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.84% | Add +1.3% | 280,779 | $8.2M |
| Krilogy Financial LLC | 0.56% | Add +2.2% | 279,301 | $8.1M |
| Physician Wealth Solutions Inc. | 3.93% | Add +19.1% | 286,580 | $7.9M |
| Yardley Wealth Management LLC | 4.51% | — | 261,541 | $7.6M |
| Hassell Wealth Management, LLC | 3.13% | Add +9.9% | 272,817 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.1% | 257,147 | $7.5M |
| Pacific Sage Partners, LLC | 1.75% | Add +6.0% | 252,289 | $7.3M |
| Cardiff Park Advisors, LLC | 0.66% | Add +11.5% | 251,953 | $7.3M |
| Quadcap Wealth Management, LLC | 1.14% | Add +35.9% | 250,779 | $7.3M |
| Dravo Bay LLC | 3.72% | New | 248,763 | $7.2M |
| Sterling Financial Planning, Inc. | 2.66% | Add +12.6% | 248,411 | $7.2M |
| Sachem Hill LLC | 1.44% | Add +2.9% | 244,751 | $7.1M |
| Financial Architects, LLC | 4.51% | Add +0.0% | 240,995 | $7.0M |
| Shotwell Rutter Baer Inc | 5.43% | Add +3.3% | 229,351 | $6.6M |
| von Borstel & Associates, Inc. | 3.50% | — | 212,744 | $6.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.35% | Add +4.2% | 204,119 | $5.9M |
| Chicago Partners Investment Group LLC | 0.21% | Add +0.3% | 209,694 | $5.8M |
| Del-Sette Capital Management, LLC | 4.43% | Reduce -13.2% | 195,171 | $5.7M |
| Meritas Wealth Management, LLC | 3.40% | Add +18.2% | 189,347 | $5.5M |
| Collective Family Office LLC | 1.47% | Add +19.7% | 186,560 | $5.4M |
| BetterWealth, LLC | 1.58% | Add +0.9% | 183,973 | $5.3M |
| Liberty Wealth Management LLC | 0.90% | Reduce -39.0% | 182,716 | $5.3M |
| Lam Group, Inc. | 3.61% | Reduce -0.3% | 175,345 | $5.1M |
| Financial Symmetry Inc | 3.42% | Add +4.3% | 168,575 | $4.9M |
| PBMares Wealth Management LLC | 1.00% | Add +45.2% | 164,027 | $4.8M |
| Old Mission Capital LLC | 0.10% | Add +0.9% | 163,209 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +12.8% | 159,284 | $4.6M |
| BWM Planning, LLC | 1.96% | — | 152,248 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -34.6% | 151,734 | $4.4M |
| Retirement Solution LLC | 1.07% | Reduce -1.5% | 151,377 | $4.4M |
| Tru Independence Asset Management 2, LLC | 3.50% | — | 142,950 | $4.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.0% | 141,893 | $4.1M |
| Claris Advisors, LLC / Mo / | 1.78% | Add +16.9% | 141,317 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 134,121 | $3.9M |
| Abel Hall, LLC | 2.54% | Add +1.9% | 133,507 | $3.9M |
| Yeomans Consulting Group, Inc. | 1.43% | Reduce -0.2% | 131,485 | $3.8M |
| Willow Creek Wealth Management Inc. | 0.38% | Reduce -0.7% | 125,991 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 124,252 | $3.6M |
| Squire Investment Management Company, LLC | 1.69% | Add +23.2% | 121,936 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +13.6% | 121,556 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 121,502 | $3.5M |
| Ruedi Wealth Management, Inc. | 1.15% | Add +9.0% | 115,198 | $3.3M |
| Mills Wealth Advisors LLC | 2.26% | Add +4.7% | 112,998 | $3.3M |
| Lantz Financial LLC | 0.88% | New | 112,177 | $3.3M |
| Flputnam Investment Management Co. | 0.06% | Reduce -51.0% | 111,762 | $3.2M |
| Northwest Wealth Management, LLC | 0.75% | Add +14.2% | 111,132 | $3.2M |
| Tillman Hartley LLC | 0.93% | Add +2.4% | 107,612 | $3.1M |
| ShankerValleau Wealth Advisors, Inc. | 1.06% | Add +8.6% | 106,957 | $3.1M |
| Aerodigm Wealth, LLC | 1.76% | Reduce -56.9% | 96,024 | $2.8M |
| Betterment LLC | 0.01% | Add +239.2% | 94,188 | $2.7M |
| Mariner, LLC | 0.00% | Add +0.5% | 93,205 | $2.7M |
| Cambridge Financial Group, LLC | 1.12% | Reduce -6.5% | 92,317 | $2.7M |
| Quarry Hill Advisors, LLC | 1.74% | Add +1.9% | 89,593 | $2.6M |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.