Dimensional International SMDISVETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 326 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 12 from Q4 2024. 28 opened new positions and 12 sold out. The largest holders were Focus Partners Wealth ($398.8M), Forum Financial Management, LP ($179.1M) and Focus Partners Advisor Solutions, LLC ($67.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $49.6M |
| Exits | 12 | $16.9M |
All 13F filers, Q4 2024 → Q1 2025: 14,369,525 shares bought and 2,090,883 shares sold, net +12,278,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 326 holders
| Focus Partners Wealth | 1.00% | Add +215.3% | 13,693,393 | $398.8M |
| Forum Financial Management, LP | 2.96% | Reduce -3.8% | 6,149,471 | $179.1M |
| Focus Partners Advisor Solutions, LLC | 1.03% | Add +4.5% | 2,331,774 | $67.9M |
| Ritholtz Wealth Management | 1.43% | Add +15.9% | 1,647,321 | $48.0M |
| Asset Dedication, LLC | 3.06% | Add +6.7% | 1,294,201 | $37.7M |
| HighTower Advisors, LLC | 0.05% | Add +2.5% | 1,237,300 | $36.0M |
| Abacus Wealth Partners, LLC | 4.67% | Add +2.8% | 1,065,344 | $31.0M |
| Corient Private Wealth LP | 0.05% | Reduce -0.4% | 1,041,923 | $30.3M |
| Jackson Thornton Wealth Management, LLC | 3.95% | Add +4.7% | 1,018,611 | $29.7M |
| Cerity Partners LLC | 0.06% | Add +13.1% | 952,278 | $27.7M |
| Evanson Asset Management, LLC | 1.96% | Reduce -6.1% | 947,654 | $27.6M |
| Planning Center, Inc. | 2.97% | Add +4.8% | 862,785 | $25.1M |
| DiNuzzo Private Wealth, Inc. | 2.79% | Reduce -0.9% | 760,430 | $22.1M |
| Monograph Wealth Advisors, LLC | 3.01% | Reduce -2.7% | 760,027 | $22.1M |
| Bank of Montreal | 0.01% | Add +3.1% | 745,420 | $21.7M |
| NorthCoast Asset Management LLC | 0.10% | Add +2.7% | 702,368 | $20.5M |
| Citadel Advisors | 0.02% | New | 659,056 | $19.2M |
| Northern Trust Corp. | 0.00% | Add +12.6% | 618,536 | $18.0M |
| Savant Capital, LLC | 0.15% | Reduce -12.9% | 613,545 | $17.9M |
| Integris Wealth Management, LLC | 5.04% | Add +3.1% | 606,383 | $17.7M |
| Creative Planning | 0.02% | Reduce -3.3% | 593,381 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +7.8% | 589,099 | $17.2M |
| Great Oak Capital Partners, LLC | 5.67% | No change | 650,080 | $17.0M |
| Exencial Wealth Advisors, LLC | 0.61% | Add +11.7% | 562,350 | $16.4M |
| Quantum Financial Advisors, LLC | 2.39% | Add +6.4% | 549,721 | $16.0M |
| Miramar Fiduciary Corp | 13.40% | Add +11.4% | 511,178 | $14.9M |
| Index Fund Advisors, Inc. | 0.89% | Add +5.4% | 494,030 | $14.4M |
| MB Generational Wealth, LLC | 10.30% | Add +1.1% | 473,731 | $13.8M |
| Rather & Kittrell, Inc. | 2.96% | Add +7.8% | 468,376 | $13.6M |
| Equita Financial Network, Inc. | 4.74% | Add +9.0% | 465,442 | $13.6M |
| LRI Investments, LLC | 1.25% | Reduce -7.9% | 445,081 | $13.0M |
| Shakespeare Wealth Management, LLC | 3.45% | Reduce -1.1% | 442,519 | $12.9M |
| von Borstel & Associates, Inc. | 3.84% | Add +25.4% | 441,353 | $12.9M |
| Keb Asset Management, LLC | 3.58% | Add +3.3% | 431,837 | $12.6M |
| Baker Ellis Asset Management LLC | 1.77% | Add +14.8% | 421,136 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 418,130 | $12.2M |
| Pathstone Holdings, LLC | 0.05% | Add +1.9% | 412,166 | $12.0M |
| Callan Capital, LLC | 0.86% | Reduce -1.6% | 399,461 | $11.6M |
| Bank of America Corp. | 0.00% | Add +5.8% | 390,015 | $11.4M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +11.7% | 370,811 | $10.8M |
| Seaside Wealth Management, Inc. | 3.79% | Add +4.9% | 364,665 | $10.6M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +106.8% | 345,927 | $10.1M |
| Hill Investment Group Partners, LLC | 1.38% | Reduce -1.9% | 344,695 | $10.0M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +5.2% | 342,462 | $10.0M |
| Cardiff Park Advisors, LLC | 0.94% | Add +9.3% | 332,936 | $9.7M |
| Sensible Money, LLC | 4.12% | Reduce -0.8% | 330,628 | $9.6M |
| Krilogy Financial LLC | 0.61% | Add +7.1% | 324,466 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -12.5% | 322,274 | $9.4M |
| Physician Wealth Solutions Inc. | 4.63% | Add +7.3% | 316,583 | $9.2M |
| Private Wealth Management Group, LLC | 3.36% | Reduce -3.2% | 312,904 | $9.1M |
| United Wealth Management, LLC | 2.79% | Add +10.7% | 305,796 | $8.9M |
| Jane Street Group, LLC | 0.02% | New | 305,289 | $8.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.5% | 299,727 | $8.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.94% | Add +3.2% | 298,206 | $8.7M |
| Betterment LLC | 0.02% | Add +99.6% | 295,823 | $8.6M |
| Sterling Financial Planning, Inc. | 3.06% | Add +14.1% | 289,717 | $8.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.38% | Add +23.8% | 300,433 | $8.3M |
| Pacific Sage Partners, LLC | 1.85% | Add +7.8% | 282,190 | $8.2M |
| Hassell Wealth Management, LLC | 3.48% | Add +3.5% | 284,842 | $8.2M |
| Yardley Wealth Management LLC | 4.78% | Reduce -13.0% | 278,461 | $8.1M |
| Meritas Wealth Management, LLC | 4.53% | Add +16.8% | 265,496 | $7.7M |
| Sachem Hill LLC | 1.49% | Add +1.9% | 260,567 | $7.6M |
| Integrity Alliance, Llc. | 0.30% | New | 258,652 | $7.5M |
| Dravo Bay LLC | 3.95% | Reduce -5.6% | 255,583 | $7.5M |
| Claris Advisors, LLC / Mo / | 2.67% | Reduce -6.0% | 246,535 | $7.2M |
| Financial Architects, LLC | 4.53% | Reduce -3.1% | 243,660 | $7.1M |
| Pinney & Scofield, Inc. | 4.87% | Add +11.9% | 231,123 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +276.8% | 219,871 | $6.4M |
| Quadcap Wealth Management, LLC | 0.92% | Reduce -20.5% | 218,545 | $6.4M |
| Shotwell Rutter Baer Inc | 5.48% | Add +0.4% | 235,368 | $6.2M |
| Collective Family Office LLC | 1.57% | Add +3.8% | 199,433 | $5.8M |
| PBMares Wealth Management LLC | 1.15% | Add +10.0% | 197,683 | $5.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.6% | 195,695 | $5.7M |
| Financial Symmetry Inc | 3.49% | Add +9.5% | 195,014 | $5.7M |
| Lam Group, Inc. | 4.10% | Reduce -4.5% | 191,540 | $5.6M |
| Liberty Wealth Management LLC | 1.04% | Add +0.2% | 187,313 | $5.5M |
| Wealth Advisors Northwest LLC | 3.35% | Add +9.1% | 181,503 | $5.3M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -10.9% | 172,136 | $5.3M |
| BetterWealth, LLC | 1.47% | Reduce -2.4% | 179,699 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +125.9% | 178,642 | $5.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -36.0% | 175,310 | $5.1M |
| Advisory Alpha, LLC | 0.17% | Add +226.9% | 171,607 | $5.0M |
| Park Avenue Securities LLC | 0.06% | Add +18.1% | 170,669 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 168,946 | $4.9M |
| Eq Wealth Advisors, LLC | 3.81% | Add +26.1% | 164,085 | $4.8M |
| Squire Investment Management Company, LLC | 1.95% | Add +4.8% | 160,836 | $4.7M |
| IFG Advisory, LLC | 0.26% | Add +154.5% | 159,292 | $4.6M |
| Astra Wealth Partners LLC | 4.32% | Add +1.5% | 155,495 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.5% | 154,201 | $4.5M |
| Longview Financial Advisors LLC | 2.82% | Add +9.3% | 146,531 | $4.3M |
| BWM Planning, LLC | 1.76% | Reduce -3.1% | 142,938 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 141,295 | $4.1M |
| Abel Hall, LLC | 2.46% | Add +1.7% | 139,994 | $4.1M |
| Tillman Hartley LLC | 1.18% | Add +3.9% | 139,341 | $4.1M |
| Yeomans Consulting Group, Inc. | 1.55% | Add +3.6% | 137,718 | $4.0M |
| ShankerValleau Wealth Advisors, Inc. | 1.29% | Add +2.9% | 136,924 | $4.0M |
| Ruedi Wealth Management, Inc. | 1.23% | Add +2.8% | 135,246 | $3.9M |
| Avant Financial Advisors LLC | 3.51% | Reduce -0.1% | 133,079 | $3.9M |
| Bridge Generations Wealth Management LLC | 2.42% | Reduce -1.9% | 132,480 | $3.9M |
| Mills Wealth Advisors LLC | 2.03% | Add +10.0% | 131,334 | $3.8M |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.