Dimensional International SMDISVETF

13F holders, Q1 2025 (March 31)
326holders +12
28new positions
12sold out
2famous investors
$29.09avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$49.6M
Exits12$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.

Show all 326 holders