Dimensional International SMDISVETF
13F holders, Q4 2024 (December 31)314holders +52
27new positions
11sold out
1famous investor
$26.57avg. 13F price*
At the end of Q4 2024, 314 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 52 from Q3 2024. 27 opened new positions and 11 sold out. The largest holders were Merriman Wealth Management, LLC ($235.6M), Forum Financial Management, LP ($169.8M) and Focus Partners Wealth ($115.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $9.8M |
| Exits | 11 | $42.8M |
All 13F filers, Q3 2024 → Q4 2024: 5,626,736 shares bought and 2,298,171 shares sold, net +3,328,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Merriman Wealth Management, LLC | 9.81% | Add +3.2% | 8,865,282 | $235.6M |
| Forum Financial Management, LP | 2.81% | Add +2.9% | 6,389,795 | $169.8M |
| Focus Partners Wealth | 0.30% | Add +20.1% | 4,343,382 | $115.4M |
| Focus Partners Advisor Solutions, LLC | 1.00% | Add +35.5% | 2,231,410 | $59.3M |
| Ritholtz Wealth Management | 1.11% | Add +5.1% | 1,421,484 | $37.8M |
| Asset Dedication, LLC | 2.54% | Add +8.3% | 1,212,974 | $32.2M |
| HighTower Advisors, LLC | 0.04% | Add +1.6% | 1,207,345 | $32.1M |
| Corient Private Wealth LP | 0.05% | Reduce -2.4% | 1,046,058 | $27.8M |
| Abacus Wealth Partners, LLC | 4.11% | Add +20.8% | 1,035,882 | $27.5M |
| Evanson Asset Management, LLC | 1.84% | Add +5.2% | 1,009,118 | $26.8M |
| Jackson Thornton Wealth Management, LLC | 3.27% | Add +11.1% | 972,480 | $25.8M |
| Cerity Partners LLC | 0.05% | Add +9.1% | 841,997 | $22.4M |
| Planning Center, Inc. | 2.77% | Add +0.7% | 823,169 | $21.9M |
| Monograph Wealth Advisors, LLC | 2.74% | Reduce -5.0% | 780,763 | $20.7M |
| DiNuzzo Private Wealth, Inc. | 2.58% | Add +1.8% | 767,020 | $20.4M |
| Bank of Montreal | 0.01% | Add +6.5% | 722,713 | $19.2M |
| Savant Capital, LLC | 0.15% | Reduce -3.2% | 704,833 | $18.7M |
| NorthCoast Asset Management LLC | 0.09% | Add +9.9% | 683,943 | $18.2M |
| Great Oak Capital Partners, LLC | 5.67% | Add +85.4% | 650,080 | $17.0M |
| Creative Planning | 0.02% | Reduce -2.1% | 613,434 | $16.3M |
| Integris Wealth Management, LLC | 4.41% | Add +7.1% | 588,252 | $15.6M |
| Northern Trust Corp. | 0.00% | Add +43.8% | 549,179 | $14.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +16.7% | 546,307 | $14.5M |
| Quantum Financial Advisors, LLC | 2.09% | Add +9.5% | 516,699 | $13.7M |
| Exencial Wealth Advisors, LLC | 0.49% | Add +8.4% | 503,495 | $13.4M |
| LRI Investments, LLC | 1.22% | Add +1.1% | 483,365 | $12.8M |
| Index Fund Advisors, Inc. | 0.67% | Add +10.3% | 468,799 | $12.5M |
| MB Generational Wealth, LLC | 9.14% | Add +1.8% | 468,732 | $12.5M |
| Miramar Fiduciary Corp | 12.29% | Reduce -9.4% | 458,705 | $12.2M |
| Shakespeare Wealth Management, LLC | 3.21% | Add +3.9% | 447,528 | $11.9M |
| Rather & Kittrell, Inc. | 2.71% | Add +13.2% | 434,673 | $11.5M |
| Equita Financial Network, Inc. | 4.10% | Add +5.6% | 426,964 | $11.3M |
| Keb Asset Management, LLC | 3.20% | Add +5.5% | 418,241 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 418,230 | $11.1M |
| Financial Harvest, LLC | 9.24% | — | 412,018 | $10.9M |
| Callan Capital, LLC | 0.79% | Reduce -1.6% | 405,985 | $10.8M |
| Pathstone Holdings, LLC | 0.05% | Add +57.4% | 404,609 | $10.8M |
| Bank of America Corp. | 0.00% | Add +7.4% | 368,777 | $9.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.6% | 368,186 | $9.8M |
| Baker Ellis Asset Management LLC | 1.43% | Add +7.6% | 366,686 | $9.7M |
| von Borstel & Associates, Inc. | 3.66% | Add +65.4% | 351,915 | $9.3M |
| Hill Investment Group Partners, LLC | 1.25% | Reduce -4.7% | 351,544 | $9.3M |
| Seaside Wealth Management, Inc. | 3.38% | Add +5.8% | 347,739 | $9.2M |
| Sensible Money, LLC | 3.88% | Add +8.2% | 333,454 | $8.9M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +1.7% | 331,838 | $8.8M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +2.6% | 325,626 | $8.7M |
| Yardley Wealth Management LLC | 4.18% | Add +22.4% | 320,043 | $8.6M |
| Private Wealth Management Group, LLC | 3.29% | Reduce -11.0% | 323,292 | $8.6M |
| Cardiff Park Advisors, LLC | 0.77% | Add +20.9% | 304,593 | $8.1M |
| Krilogy Financial LLC | 0.54% | Add +8.5% | 302,934 | $8.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.3% | 298,248 | $7.9M |
| Physician Wealth Solutions Inc. | 3.93% | Add +3.0% | 295,110 | $7.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.52% | Add +2.9% | 288,909 | $7.7M |
| Hassell Wealth Management, LLC | 3.03% | Add +0.9% | 275,344 | $7.5M |
| United Wealth Management, LLC | 2.47% | — | 276,151 | $7.3M |
| Quadcap Wealth Management, LLC | 1.08% | Add +9.6% | 274,918 | $7.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.17% | Reduce -16.8% | 273,909 | $7.3M |
| Dravo Bay LLC | 3.49% | Add +8.8% | 270,726 | $7.2M |
| Claris Advisors, LLC / Mo / | 2.62% | Add +85.7% | 262,362 | $7.0M |
| Pacific Sage Partners, LLC | 1.59% | Add +3.7% | 261,730 | $7.0M |
| Sachem Hill LLC | 1.42% | Add +4.5% | 255,639 | $6.8M |
| Sterling Financial Planning, Inc. | 2.48% | Add +2.3% | 254,023 | $6.7M |
| Financial Architects, LLC | 4.28% | Add +4.3% | 251,380 | $6.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.62% | Add +18.9% | 242,766 | $6.5M |
| Shotwell Rutter Baer Inc | 5.16% | Add +2.3% | 234,507 | $6.1M |
| Meritas Wealth Management, LLC | 3.63% | Add +20.0% | 227,292 | $6.0M |
| Greenline Partners, LLC | 0.83% | Add +1088.3% | 223,346 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +36.6% | 207,276 | $5.5M |
| Pinney & Scofield, Inc. | 4.15% | — | 206,503 | $5.5M |
| Lam Group, Inc. | 3.80% | Add +14.4% | 200,600 | $5.3M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -7.9% | 193,200 | $5.1M |
| Collective Family Office LLC | 1.40% | Add +3.0% | 192,205 | $5.1M |
| Liberty Wealth Management LLC | 0.83% | Add +2.3% | 186,935 | $5.0M |
| BetterWealth, LLC | 1.35% | Add +0.1% | 184,069 | $4.9M |
| PBMares Wealth Management LLC | 0.98% | Add +9.6% | 179,741 | $4.8M |
| Financial Symmetry Inc | 3.21% | Add +5.7% | 178,139 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +5.0% | 167,237 | $4.4M |
| Wealth Advisors Northwest LLC | 3.01% | — | 166,438 | $4.4M |
| Squire Investment Management Company, LLC | 1.79% | Add +25.9% | 153,472 | $4.1M |
| Astra Wealth Partners LLC | 3.84% | — | 153,237 | $4.1M |
| Retirement Solution LLC | 1.05% | Reduce -0.1% | 151,209 | $4.0M |
| Raymond James Financial Inc. | 0.00% | — | 149,228 | $4.0M |
| Betterment LLC | 0.01% | Add +57.3% | 148,195 | $3.9M |
| BWM Planning, LLC | 1.71% | Reduce -3.1% | 147,521 | $3.9M |
| Park Avenue Securities LLC | 0.04% | Add +18.9% | 144,577 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 138,226 | $3.7M |
| Abel Hall, LLC | 2.33% | Add +3.1% | 137,702 | $3.7M |
| Bridge Generations Wealth Management LLC | 2.37% | — | 135,001 | $3.6M |
| Tillman Hartley LLC | 1.02% | Add +24.7% | 134,162 | $3.6M |
| Longview Financial Advisors LLC | 2.39% | — | 134,040 | $3.6M |
| Avant Financial Advisors LLC | 3.25% | — | 133,161 | $3.5M |
| ShankerValleau Wealth Advisors, Inc. | 1.14% | Add +24.4% | 133,085 | $3.5M |
| Yeomans Consulting Group, Inc. | 1.32% | Add +1.1% | 132,900 | $3.5M |
| Ruedi Wealth Management, Inc. | 1.10% | Add +14.3% | 131,625 | $3.5M |
| Kaufman Rossin Wealth, LLC | 3.58% | — | 130,819 | $3.5M |
| Eq Wealth Advisors, LLC | 3.32% | — | 130,069 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 127,955 | $3.4M |
| Willow Creek Wealth Management Inc. | 0.34% | Add +1.0% | 127,269 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 123,802 | $3.3M |
| JDH Wealth Management, LLC | 2.79% | — | 119,638 | $3.2M |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.