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
Kaufman Rossin Wealth, LLC 2.73% Add +0.3% 131,251 $3.8M
Clarity Wealth Development LLC 4.12% Add +8.3% 122,232 $3.7M
Willow Creek Wealth Management Inc. 0.36% Reduce -0.7% 126,411 $3.7M
JDH Wealth Management, LLC 3.05% Add +2.1% 122,113 $3.6M
Stifel Financial Corp. 0.00% Reduce -1.5% 121,983 $3.6M
Keyvantage Wealth, LLC 1.66% New 117,199 $3.4M
Sax Wealth Advisors, LLC 0.24% Add +3.4% 113,467 $3.3M
Northwest Wealth Management, LLC 0.65% Add +3.0% 112,173 $3.3M
Navigoe, LLC 2.77% Add +15.6% 109,751 $3.2M
Vestment Financial LLC 2.19% Add +8.9% 104,688 $3.1M
Burk Holdings LLC 2.15% Add +39.3% 97,645 $2.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +161.2% 96,733 $2.8M
Tru Independence Asset Management 2, LLC 2.10% Reduce -17.1% 96,487 $2.8M
Spire Wealth Management 0.09% Add +5.6% 95,480 $2.8M
Gradient Capital Advisors, LLC 0.90% Add +5.5% 94,908 $2.8M
Aerodigm Wealth, LLC 1.53% Reduce -2.8% 94,105 $2.7M
Vannoy Advisory Group, Inc. 1.99% Add +0.9% 92,095 $2.7M
Efficient Advisors, LLC 0.17% Reduce -10.0% 91,326 $2.7M
Cambridge Financial Group, LLC 1.07% Add +13.4% 86,538 $2.5M
Quarry Hill Advisors, LLC 1.63% Reduce -1.5% 86,312 $2.5M
HMV Wealth Advisors, LLC 1.95% Add +76.9% 84,598 $2.5M
AQR Capital Management 0.00% Add +11.5% 84,198 $2.5M
Foundation Wealth Management, LLC\PA 1.13% Add +8.8% 81,705 $2.4M
Fischer Investment Strategies, LLC 1.74% New 81,342 $2.4M
William Mack & Associates, Inc. 2.01% Add +138.1% 80,826 $2.4M
Aviance Capital Partners, LLC 0.33% Add +0.1% 80,791 $2.4M
Arax Advisory Partners 0.15% Reduce -0.9% 80,508 $2.3M
Golden Bell Financial Planning LLC 2.25% Add +6.5% 79,408 $2.3M
Grunden Financial Advisory, Inc. 1.09% Add +1.3% 76,732 $2.2M
M Holdings Securities, Inc. 0.37% New 76,565 $2.2M
Glass Jacobson Investment Advisors llc 0.71% No change 81,748 $2.2M
OneDigital Investment Advisors LLC 0.03% Add +47.3% 73,347 $2.1M
Morris Financial Concepts, Inc. 0.89% Add +5.8% 72,481 $2.1M
Bayshore Asset Management, LLC 1.04% Add +25.0% 71,702 $2.1M
Hilltop Holdings Inc. 0.13% Reduce -2.5% 70,534 $2.1M
Pure Financial Advisors, LLC 0.04% Add +13.9% 70,213 $2.0M
Maryland Capital Advisors Inc. 0.90% Add +12.8% 69,951 $2.0M
Mraz, Amerine & Associates, Inc. 0.35% No change 68,856 $2.0M
LPL Financial LLC 0.00% Reduce -2.9% 69,063 $2.0M
Parkwoods Wealth Partners, LLC 1.32% Add +27.0% 67,095 $2.0M
XY Planning Network, Inc. 1.30% Reduce -4.4% 67,064 $2.0M
Vestia Personal Wealth Advisors 1.54% Add +16.3% 66,900 $1.9M
Aurelius Family Office LLC 0.96% Reduce -2.3% 64,883 $1.9M
Andrews, Lucia Wealth Management LLC 1.27% Add +3.7% 71,030 $1.9M
Efficient Frontier Advisors LLC 1.21% No change 64,108 $1.9M
Schwarz Dygos Wheeler Investment Advisors LLC 0.44% Add +4.7% 63,404 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -8.7% 63,041 $1.8M
Mariner, LLC 0.00% Add +57.9% 62,370 $1.8M
Nwam LLC 0.16% Reduce -24.9% 61,979 $1.8M
Strategic Investment Solutions, Inc. 0.52% Add +11.5% 61,107 $1.8M
New England Private Wealth Advisors LLC 0.27% Add +0.1% 59,480 $1.7M
Waverly Advisors, LLC 0.02% Reduce -0.2% 59,471 $1.7M
Avior Wealth Management, LLC 0.07% Add +2.5% 58,847 $1.7M
Corus Family Wealth Advisors 1.13% Add +34.9% 56,501 $1.6M
Blue Trust, Inc. 0.02% Reduce -11.4% 56,384 $1.6M
Modera Wealth Management, LLC 0.02% Add +15.4% 56,201 $1.6M
Dopkins Wealth Management, LLC 0.83% Add +9.3% 56,176 $1.6M
Rialto Wealth Management, LLC 0.51% Add +260.2% 55,730 $1.6M
Burton Enright Welch 0.32% Add +5.3% 54,681 $1.6M
OneAscent Financial Services LLC 0.10% Reduce -6.8% 53,962 $1.6M
Prosperity Planning, Inc. 0.69% Reduce -1.0% 52,366 $1.5M
Parkworth Wealth Management, Inc. 1.19% Reduce -0.6% 51,092 $1.5M
Nalls Sherbakoff Group, LLC 1.19% — 50,364 $1.5M
Phillips Financial Management, LLC 0.11% Add +39.2% 49,764 $1.4M
Visionary Wealth Advisors 0.09% Add +8.3% 49,561 $1.4M
Peirce Capital Management, LLC 0.70% Reduce -8.0% 48,869 $1.4M
Farther Finance Advisors, LLC 0.04% Add +82.6% 48,443 $1.4M
W.H. Cornerstone Investments Inc. 0.96% Reduce -0.5% 47,866 $1.4M
Liberty Capital Management, Inc. 0.31% Add +4.7% 47,326 $1.4M
Hemington Wealth Management 0.21% Reduce -54.4% 47,214 $1.4M
Longview Financial Advisors, Inc. 1.18% Reduce -1.4% 47,093 $1.4M
Clear Creek Financial Management, LLC 0.14% Add +1.4% 45,999 $1.3M
Matisse Capital 0.68% No change 44,100 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.17% Add +0.7% 42,767 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -59.4% 40,930 $1.2M
RCS Financial Planning, LLC 0.63% Reduce -5.7% 40,899 $1.2M
BIP Wealth, LLC 0.08% Add +71.7% 40,290 $1.2M
Curio Wealth, LLC 0.60% Reduce -99.8% 80 $1.2M
CSS LLC 0.23% No change 38,941 $1.1M
Legacy Financial Advisors, Inc. 0.18% Add +10.8% 37,191 $1.1M
Janney Montgomery Scott LLC 0.00% Add +14.0% 36,719 $1.1M
Werba Rubin Papier Wealth Management 0.23% Reduce -2.5% 36,500 $1.1M
McGrath & Associates, Inc. 1.94% Add +2.0% 36,471 $1.1M
Old Mission Capital LLC 0.02% Reduce -61.3% 35,913 $1.0M
Simplicity Wealth,LLC 0.08% New 35,295 $1.0M
Emprise Bank 0.54% Reduce -1.4% 34,779 $1.0M
Oceanside Advisors LLC 0.72% Add +3.2% 33,981 $990K
Tortoise Investment Management, LLC 0.10% Add +4.0% 32,401 $944K
Altiora Financial Group, LLC 0.20% Reduce -8.9% 32,350 $942K
CarsonAllaria Wealth Management, Ltd. 0.54% Reduce -1.8% 32,089 $934K
Capital Group Private Client Services, Inc. 0.01% Add +74.3% 31,959 $931K
Earned Wealth Advisors, LLC 0.20% Add +18.0% 31,307 $912K
Two West Capital Advisors LLC 0.73% Add +6.4% 30,858 $872K
Allegiance Financial Group Advisory Services LLC 0.26% Add +0.1% 29,901 $871K
Porter White Investment Advisors, Inc. 0.41% Reduce -8.2% 28,420 $828K
Financial Counselors Inc. 0.01% Add +115.1% 28,035 $816K
Allworth Financial LP 0.00% Reduce -8.5% 26,812 $804K
Brady Martz Wealth Solutions, LLC 0.18% Add +0.8% 26,932 $784K
Stratos Investment Management, LLC 0.04% Reduce -4.8% 26,752 $779K
Shearwater Capital LLC 0.54% Add +8.2% 26,153 $762K
Journey Beyond Wealth, LLC 0.69% Add +40.8% 25,416 $740K
Ocean Park Asset Management, LLC 0.03% New 25,200 $734K
Rf&l Wealth Management, LLC 0.51% Add +17.1% 24,725 $720K
Rehmann Capital Advisory Group 0.05% Reduce -3.6% 24,693 $719K
Firethorn Wealth Partners, LLC 0.33% Reduce -3.8% 23,987 $699K
SageView Advisory Group, LLC 0.03% Reduce -0.4% 23,919 $697K
Perigon Wealth Management, LLC 0.02% Add +18.9% 23,572 $686K
Truist Financial Corp. 0.00% Add +0.2% 23,449 $683K
Signet Financial Management, LLC 0.09% Reduce -14.3% 23,006 $670K
Del-Sette Capital Management, LLC 0.52% Reduce -9.1% 22,940 $668K
C M Bidwell & Associates Ltd. 0.38% Reduce -1.3% 21,713 $632K
Orion Porfolio Solutions, LLC 0.01% Add +15.7% 21,551 $628K
Orion Portfolio Solutions, LLC 0.01% Add +15.7% 21,551 $628K
Mission Wealth Management, LP 0.02% No change 21,382 $623K
Great Point Wealth Advisors, LLC 0.13% Reduce -0.4% 21,296 $620K
Austin Private Wealth, LLC 0.06% Add +102.1% 21,196 $617K
Wealthcare Advisory Partners LLC 0.02% Add +6.0% 21,045 $613K
Poinciana Advisors Group, LLC 0.62% No change 20,580 $599K
Austin Asset Management Co Inc 0.12% Add +0.0% 19,420 $566K
Morgan Stanley 0.00% Add +57.2% 19,144 $557K
Factor Wealth Management LTD 0.17% Add +0.1% 18,904 $550K
Bedel Financial Consulting, Inc. 0.08% No change 17,797 $546K
RAM Investment Partners, LLC 0.13% No change 18,461 $538K
RB Capital Management, LLC 0.14% Add +14.0% 18,277 $532K
Red Lighthouse Investment Management, LLC 0.21% Reduce -1.8% 19,398 $527K
LJI Wealth Management, LLC 0.10% Add +1.9% 18,015 $525K
Harbor Investment Advisory, LLC 0.05% Add +4.0% 17,970 $523K
Axxcess Wealth Management, LLC 0.01% New 17,697 $515K
Avalon Capital Management 0.15% New 17,480 $509K
Timonier Family Office, LTD. 0.22% Reduce -7.6% 17,323 $504K
PrairieView Partners, LLC 0.05% Add +9.0% 17,013 $495K
Mullaney, Keating & Wright, Inc. 0.33% Add +0.1% 16,660 $485K
Jones Financial Companies LLLP 0.00% Add +643.3% 16,367 $483K
Disciplined Investments, LLC 0.22% Reduce -7.1% 16,562 $482K
Acorn Wealth Advisors, LLC 0.20% Add +6.4% 16,323 $475K
Hanover Advisors Inc. 0.20% No change 16,194 $472K
McMill Wealth Management 0.17% Add +28.5% 15,942 $464K
DBK Financial Counsel, LLC 0.46% Add +5.2% 15,602 $454K
Passive Capital Management, LLC. 0.14% No change 15,500 $451K
Gibson Capital, LLC 0.09% Add +41.6% 15,213 $443K
GeoWealth Management, LLC 0.02% Add +15.6% 15,188 $442K
Elevate Wealth Advisory, Inc. 0.31% Add +4.0% 15,165 $442K
ARK & TLK Investments, LLC 0.15% Add +9.5% 14,747 $429K
25 LLC 0.18% Reduce -1.6% 14,747 $429K
Stratos Wealth Partners, LTD. 0.01% Add +7.8% 14,452 $421K
Verus Financial Partners, Inc. 0.05% Add +20.0% 14,378 $414K
Abacus Planning Group, Inc. 0.07% Add +0.1% 14,042 $409K
Captrust Financial Advisors 0.00% Add +1.4% 14,018 $408K
Wealthspire Advisors, LLC 0.00% No change 13,574 $395K
SC&H Financial Advisors, Inc. 0.08% No change 13,497 $393K
Cresset Asset Management, LLC 0.00% Add +0.1% 13,401 $390K
Cherry Tree Wealth Management, LLC 0.09% Add +1.3% 13,294 $387K
Aegis Wealth Management LLC 0.23% No change 13,193 $384K
Capstone Wealth Management, LLC 0.38% New 13,128 $382K
Clarity Capital Advisors, LLC 0.23% Add +36.6% 12,200 $355K
Citigroup Inc. 0.00% Add +30.5% 12,173 $354K
Lazari Capital Management, Inc. 0.14% Reduce -11.8% 11,761 $342K
Parkshore Wealth Management, Inc. 0.20% Add +0.1% 11,538 $336K
Samalin Investment Counsel, LLC 0.12% Add +28.8% 10,308 $300K
TCFG Wealth Management, LLC 0.15% Reduce -6.7% 10,291 $300K
O'shaughnessy Asset Management, LLC 0.00% Add +15.9% 10,211 $297K
Greenspring Advisors, LLC 0.07% Add +14.5% 9,687 $282K
Faithward Advisors, LLC 0.05% Add +12.4% 9,680 $282K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +8.5% 9,532 $281K
CW Advisors, LLC 0.00% New 9,632 $280K
GEN Financial Management, INC. 0.19% New 9,524 $277K
SYM FINANCIAL Corp 0.03% Reduce -6.5% 9,260 $270K
Cwm, LLC 0.00% Add +413.9% 9,112 $265K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.2% 8,085 $235K
GTS Securities LLC 0.01% New 8,052 $234K
Sutton Place Investors LLC 0.16% Add +2.1% 8,033 $234K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -11.6% 8,001 $233K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.8% 7,654 $223K
Cardinal Point Capital Management ULC 0.02% New 7,640 $222K
Great Valley Advisor Group, Inc. 0.00% New 7,571 $220K
Kraft Asset Management, LLC 0.20% Reduce -34.1% 7,499 $218K
SwitchPoint Financial Planning, LLC 0.21% New 7,453 $217K
Studio Investment Management LLC 0.04% Add +24.3% 7,256 $211K
Avantax Advisory Services, Inc. 0.00% New 7,228 $210K
Breakwater Capital Group 0.04% New 7,144 $208K
Brown Advisory Inc. 0.00% New 7,123 $207K
M Wealth Management, LLC 0.19% New 6,935 $202K
Main Street Financial Solutions, LLC 0.02% New 6,918 $201K
Comerica Bank 0.00% Reduce -0.0% 6,871 $200K
Family CFO Inc 0.10% No change 6,297 $183K
Royal Bank of Canada 0.00% Reduce -80.5% 6,234 $181K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 6,060 $176K
Versant Capital Management, Inc 0.03% Add +0.9% 5,510 $160K
Glen Eagle Advisors, LLC 0.03% No change 5,250 $153K
Kathleen S. Wright Associates Inc. 0.05% No change 4,470 $130K
Pillar Financial Advisors, LLC 0.09% No change 4,109 $120K
McIlrath & Eck, LLC 0.01% No change 3,770 $110K
Millstone Evans Group, LLC 0.06% Add +0.1% 3,177 $93K
Beaird Harris Wealth Management, LLC 0.01% Reduce -2.7% 2,890 $84K
AlphaCore Capital LLC 0.01% New 2,792 $81K
EverSource Wealth Advisors, LLC 0.00% No change 2,070 $60K
Medallion Wealth Advisors, LLC 0.03% Reduce -6.0% 2,048 $60K
Sandy Spring Bank 0.00% Reduce -9.3% 1,898 $55K
DecisionPoint Financial, LLC 0.02% Add +0.1% 1,825 $53K
Angeles Wealth Management, LLC 0.00% No change 1,391 $41K
Global Trust Asset Management, LLC 0.02% Reduce -13.3% 1,300 $38K
Mather Group, Llc. 0.00% No change 1,284 $37K
Fifth Third Bancorp 0.00% Reduce -55.0% 1,257 $37K
WealthShield Partners, LLC 0.00% Add +0.2% 1,173 $34K
Cloud Capital Management, LLC 0.02% — 1,175 $34K
Smartleaf Asset Management LLC 0.00% Reduce -22.9% 1,142 $34K
Parkside Financial Bank & Trust 0.00% New 1,100 $32K
AE Wealth Management LLC 0.00% No change 914 $27K
Wells Fargo & Company 0.00% Reduce -82.5% 910 $26K
FMR LLC 0.00% Reduce -11.9% 855 $25K
Greenline Partners, LLC 0.00% Reduce -99.0% 2,128 $21K
Prudent Man Investment Management, Inc. 0.01% No change 643 $17K
TruNorth Capital Management, LLC 0.00% No change 580 $17K
TrinityBridge Ltd 0.00% No change 410 $12K
Hara Capital LLC 0.01% Reduce -96.1% 320 $9K
Steward Partners Investment Advisory, LLC 0.00% Add +8.0% 216 $6K
Harbour Investments, Inc. 0.00% No change 166 $5K
JDM Financial Group LLC 0.00% No change 129 $4K
Aptus Capital Advisors, LLC 0.00% No change 129 $4K
Redwood Park Advisors LLC 0.00% Reduce -84.8% 127 $4K
IFP Advisors, Inc 0.00% No change 108 $3K
Advyzon Investment Management, LLC 0.00% New 108 $3K
Aspect Partners, LLC 0.00% Reduce -94.1% 85 $2K
Concord Wealth Partners 0.00% New 35 $1K
Integrity Financial Corp 0.00% New 34 $990
Howe & Rusling Inc. 0.00% No change 10 $292

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