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

0100200300400500 Q1 2024: 236Q1 2024Q2 2024: 252Q2 2024Q3 2024: 262Q3 2024Q4 2024: 314Q4 2024Q1 2025: 326Q1 2025Q2 2025: 347Q2 2025Q3 2025: 363Q3 2025Q4 2025: 425Q4 2025Q1 2026: 455Q1 2026Q2 2026: 472Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions16$46.9M
Exits10$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
Vannoy Advisory Group, Inc. 1.87% Reduce -0.8% 88,654 $2.6M
Spire Wealth Management 0.08% Reduce -9.0% 85,864 $2.5M
Gradient Capital Advisors, LLC 0.80% Add +11.6% 83,408 $2.4M
Aviance Capital Partners, LLC 0.31% Add +11.0% 81,056 $2.4M
Efficient Advisors, LLC 0.15% Add +17.4% 79,768 $2.3M
Glass Jacobson Investment Advisors llc 0.76% Add +5.2% 78,854 $2.3M
Arax Advisory Partners 0.20% Add +1.1% 77,711 $2.3M
Modera Wealth Management, LLC 0.03% Reduce -3.4% 74,626 $2.2M
AQR Capital Management 0.00% New 73,965 $2.1M
Mattern Wealth Management LLC 0.47% Add +59.0% 73,926 $2.1M
Fischer Investment Strategies, LLC 1.82% Add +3.1% 72,958 $2.1M
Grunden Financial Advisory, Inc. 0.99% Add +0.7% 69,193 $2.0M
LPL Financial LLC 0.00% Add +6.0% 68,934 $2.0M
Mraz, Amerine & Associates, Inc. 0.36% No change 68,856 $2.0M
Hilltop Holdings Inc. 0.13% Add +1.0% 68,387 $2.0M
Allworth Financial LP 0.01% Reduce -3.1% 68,197 $2.0M
Sterling Wealth Management, Inc. 0.73% Add +112.9% 67,261 $2.0M
Nwam LLC 0.12% New 66,567 $1.9M
Hemington Wealth Management 0.52% Add +156.1% 69,958 $1.9M
Efficient Frontier Advisors LLC 1.21% Add +62.9% 64,108 $1.9M
Osaic Holdings, Inc. 0.00% Add +25.7% 63,179 $1.8M
Morris Financial Concepts, Inc. 0.79% Reduce -1.7% 63,184 $1.8M
Andrews, Lucia Wealth Management LLC 1.29% Add +2.5% 67,618 $1.8M
Waverly Advisors, LLC 0.03% Reduce -4.4% 61,072 $1.8M
Schwarz Dygos Wheeler Investment Advisors LLC 0.44% Add +18.2% 60,578 $1.8M
IFG Advisory, LLC 0.11% Add +5.7% 59,460 $1.7M
New England Private Wealth Advisors LLC 0.28% Add +3.5% 59,060 $1.7M
Raymond James & Associates 0.00% Add +17.9% 57,462 $1.7M
Bayshore Asset Management, LLC 0.72% Add +4.3% 55,533 $1.6M
Avior Wealth Management, LLC 0.06% Add +4.5% 55,155 $1.6M
Maryland Capital Advisors Inc. 0.76% Add +2.6% 54,122 $1.6M
Prosperity Planning, Inc. 0.70% Reduce -0.2% 53,880 $1.6M
MML Investors Services, LLC 0.01% Add +2.2% 53,404 $1.6M
Simplicity Wealth,LLC 0.14% Reduce -76.9% 52,981 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +2.1% 52,673 $1.5M
Clear Creek Financial Management, LLC 0.17% Add +22.8% 50,291 $1.5M
Advisory Alpha, LLC 0.05% Add +3.7% 50,126 $1.5M
Strategic Investment Solutions, Inc. 0.43% Add +2.7% 49,164 $1.4M
Longview Financial Advisors, Inc. 1.02% Add +0.4% 47,738 $1.4M
W.H. Cornerstone Investments Inc. 0.90% Add +31.9% 45,948 $1.3M
Matisse Capital 0.62% No change 44,100 $1.3M
Burton Enright Welch 0.27% Add +29.4% 43,751 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.17% Add +0.6% 43,309 $1.3M
RCS Financial Planning, LLC 0.70% Reduce -1.4% 43,255 $1.3M
Vestia Personal Wealth Advisors 1.18% Add +3.3% 42,990 $1.2M
Sax Wealth Advisors, LLC 0.11% Add +13.5% 42,622 $1.2M
Corus Family Wealth Advisors 0.87% Add +31.0% 42,143 $1.2M
Liberty Capital Management, Inc. 0.26% Add +3.2% 40,306 $1.2M
CSS LLC 0.20% No change 38,941 $1.1M
Emprise Bank 0.64% Reduce -0.1% 38,317 $1.1M
Werba Rubin Papier Wealth Management 0.26% Add +0.0% 37,441 $1.1M
Altiora Financial Group, LLC 0.23% Add +9.8% 36,527 $1.1M
Peirce Capital Management, LLC 0.53% No change 36,432 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -5.3% 35,809 $1.0M
Retirement Guys Formula LLC 0.48% Add +1.1% 35,591 $1.0M
Legacy Financial Advisors, Inc. 0.17% Add +7.6% 34,945 $1.0M
Blue Trust, Inc. 0.01% Add +7.0% 35,591 $958K
CarsonAllaria Wealth Management, Ltd. 0.54% Add +0.2% 32,451 $943K
Porter White Investment Advisors, Inc. 0.45% Reduce -12.0% 30,901 $898K
Oceanside Advisors LLC 0.67% Add +2.1% 30,853 $897K
Allegiance Financial Group Advisory Services LLC 0.30% Add +0.3% 29,763 $865K
Truist Financial Corp. 0.00% Add +5.3% 28,980 $842K
Janney Montgomery Scott LLC 0.00% Add +10.7% 28,902 $840K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -43.5% 28,727 $835K
Signet Financial Management, LLC 0.10% Reduce -0.5% 27,076 $787K
Phillips Financial Management, LLC 0.06% Add +6.7% 26,134 $759K
Two West Capital Advisors LLC 0.61% Add +2.4% 26,110 $759K
Firethorn Wealth Partners, LLC 0.38% Reduce -3.4% 25,740 $748K
Tortoise Investment Management, LLC 0.08% Add +23.0% 25,456 $740K
Earned Wealth Advisors, LLC 0.22% Add +124.4% 25,058 $728K
Wealthcare Advisory Partners LLC 0.02% Add +10.5% 24,804 $721K
SageView Advisory Group, LLC 0.04% Add +0.9% 24,058 $699K
Rehmann Capital Advisory Group 0.05% Add +7.1% 23,976 $697K
Shearwater Capital LLC 0.48% Add +6.0% 23,945 $696K
Parkwoods Wealth Partners, LLC 0.55% — 23,056 $670K
C M Bidwell & Associates Ltd. 0.39% Add +8.6% 22,002 $639K
Visionary Wealth Advisors 0.04% Add +5.7% 21,737 $632K
GeoWealth Management, LLC 0.02% Add +18.3% 21,734 $632K
Great Point Wealth Advisors, LLC 0.13% Reduce -0.1% 21,374 $621K
Lazari Capital Management, Inc. 0.25% Reduce -4.9% 20,079 $583K
Austin Asset Management Co Inc 0.12% Add +0.0% 19,715 $573K
Red Lighthouse Investment Management, LLC 0.22% No change 19,398 $564K
Greenline Partners, LLC 0.08% No change 18,796 $546K
Rf&l Wealth Management, LLC 0.38% Add +9.8% 18,510 $538K
Farther Finance Advisors, LLC 0.02% Add +432.4% 18,411 $535K
Disciplined Investments, LLC 0.26% Add +5.0% 17,829 $518K
LJI Wealth Management, LLC 0.10% Reduce -1.1% 17,671 $514K
Orion Porfolio Solutions, LLC 0.01% Reduce -5.9% 17,519 $509K
Orion Portfolio Solutions, LLC 0.01% Reduce -5.9% 17,519 $509K
RAM Investment Partners, LLC 0.13% Add +0.1% 17,353 $504K
Harbor Investment Advisory, LLC 0.05% Reduce -6.4% 17,075 $496K
Bedel Financial Consulting, Inc. 0.07% Reduce -2.9% 16,679 $485K
Mullaney, Keating & Wright, Inc. 0.33% Add +21.2% 16,502 $480K
Hanover Advisors Inc. 0.20% Reduce -10.6% 16,447 $478K
PrairieView Partners, LLC 0.05% Reduce -0.0% 15,616 $453K
Passive Capital Management, LLC. 0.16% No change 15,500 $450K
Northwestern Mutual Wealth Management Co. 0.00% Add +219.9% 15,381 $447K
DBK Financial Counsel, LLC 0.44% Add +8.2% 14,836 $431K
Elevate Wealth Advisory, Inc. 0.31% No change 14,559 $423K
Stratos Wealth Partners, LTD. 0.01% New 14,426 $419K
RB Capital Management, LLC 0.10% Add +76.9% 14,402 $419K
Abacus Planning Group, Inc. 0.07% New 13,973 $406K
Captrust Financial Advisors 0.00% Add +0.4% 13,733 $399K
SC&H Financial Advisors, Inc. 0.09% Reduce -0.6% 13,497 $392K
ARK & TLK Investments, LLC 0.14% No change 13,473 $392K
Catalina Capital Group, LLC 0.13% No change 13,247 $385K
Morgan Stanley 0.00% Add +1.3% 13,176 $383K
Cherry Tree Wealth Management, LLC 0.09% Reduce -2.6% 12,913 $375K
Financial Planning & Information Services, Inc. 0.05% New 12,764 $371K
25 LLC 0.16% Add +26.0% 12,441 $362K
Verus Financial Partners, Inc. 0.04% Add +0.4% 11,912 $342K
Kraft Asset Management, LLC 0.26% Add +0.1% 11,257 $327K
TCFG Wealth Management, LLC 0.16% — 11,235 $326K
Cwm, LLC 0.00% Reduce -62.7% 11,012 $320K
Gibson Capital, LLC 0.06% No change 10,742 $312K
SYM FINANCIAL Corp 0.04% No change 9,903 $288K
Hutchens & Kramer Investment Management Group, LLC 0.15% Reduce -3.9% 9,556 $275K
Clarity Capital Advisors, LLC 0.19% Add +0.4% 8,879 $258K
BIP Wealth, LLC 0.02% New 8,780 $255K
Hara Capital LLC 0.16% Reduce -5.4% 8,672 $252K
O'shaughnessy Asset Management, LLC 0.00% Add +427.8% 8,746 $248K
Canvas Wealth Advisors, LLC 0.07% Reduce -11.1% 8,415 $245K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +2.4% 8,268 $240K
Dopkins Wealth Management, LLC 0.17% Reduce -41.9% 7,253 $211K
Wells Fargo & Company 0.00% New 6,946 $202K
Comerica Bank 0.00% Reduce -0.2% 6,882 $200K
Family CFO Inc 0.10% No change 6,297 $183K
Studio Investment Management LLC 0.04% Add +54.8% 5,852 $170K
Royal Bank of Canada 0.00% Add +4.7% 5,632 $164K
Versant Capital Management, Inc 0.04% Add +17.4% 5,413 $157K
Glen Eagle Advisors, LLC 0.03% No change 5,250 $153K
Kathleen S. Wright Associates Inc. 0.05% No change 4,470 $130K
Citigroup Inc. 0.00% New 4,266 $124K
EnRich Financial Partners LLC 0.04% No change 3,854 $112K
McIlrath & Eck, LLC 0.01% No change 3,770 $110K
Fifth Third Bancorp 0.00% Add +135.1% 3,609 $105K
Aspire Private Capital, LLC 0.02% Add +0.4% 3,172 $92K
Beaird Harris Wealth Management, LLC 0.01% No change 2,970 $86K
Aspire Wealth Management Corp 0.04% No change 2,786 $81K
Sandy Spring Bank 0.00% Add +0.3% 2,084 $61K
Bellevue Asset Management, LLC 0.03% No change 2,000 $58K
DecisionPoint Financial, LLC 0.02% Add +0.4% 1,812 $53K
Global Trust Asset Management, LLC 0.02% No change 1,500 $44K
Angeles Wealth Management, LLC 0.00% Reduce -52.9% 1,391 $40K
Mather Group, Llc. 0.00% No change 1,284 $37K
WealthShield Partners, LLC 0.01% Add +0.3% 1,267 $37K
Aptus Capital Advisors, LLC 0.00% Add +565.3% 1,131 $33K
Jones Financial Companies LLLP 0.00% New 1,093 $32K
AdvisorNet Financial, Inc 0.00% New 927 $27K
FMR LLC 0.00% Add +88200.0% 883 $26K
Cassady Schiller Wealth Management, LLC 0.01% No change 750 $22K
PNC Financial Services Group, Inc. 0.00% Reduce -45.6% 722 $21K
Aspect Partners, LLC 0.01% Add +15.8% 623 $18K
TruNorth Capital Management, LLC 0.01% No change 580 $17K
US Bancorp \de 0.00% Reduce -58.6% 565 $16K
Providence Capital Advisors, LLC 0.00% No change 517 $15K
TrinityBridge Ltd 0.00% No change 410 $12K
Steward Partners Investment Advisory, LLC 0.00% New 200 $6K
Harbour Investments, Inc. 0.00% Reduce -99.0% 166 $5K
Global Retirement Partners, LLC 0.00% New 162 $5K
JDM Financial Group LLC 0.00% No change 129 $4K
Howe & Rusling Inc. 0.00% No change 10 $291

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