Dimensional International SMDISVETF

13F holders, Q2 2025 (June 30)
347holders +21
31new positions
12sold out
2famous investors
$32.95avg. 13F price*

At the end of Q2 2025, 347 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 21 from Q1 2025. 31 opened new positions and 12 sold out. The largest holders were Focus Partners Wealth ($425.0M), Forum Financial Management, LP ($194.1M) and Mather Group, Llc. ($192.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions31$24.9M
Exits12$3.4M

All 13F filers, Q1 2025 → Q2 2025: 12,024,808 shares bought and 3,245,868 shares sold, net +8,778,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

Focus Partners Wealth 0.92% Reduce -5.7% 12,915,171 $425.0M
Forum Financial Management, LP 2.95% Reduce -4.1% 5,899,078 $194.1M
Mather Group, Llc. 2.05% Add +455084.0% 5,844,562 $192.3M
Focus Partners Advisor Solutions, LLC 1.11% Add +8.1% 2,520,459 $82.9M
Ritholtz Wealth Management 1.48% Add +23.4% 2,031,995 $66.9M
Asset Dedication, LLC 3.01% Reduce -2.6% 1,261,123 $41.5M
HighTower Advisors, LLC 0.05% Reduce -4.7% 1,179,049 $38.8M
Corient Private Wealth LP 0.05% Add +3.9% 1,082,444 $35.6M
Cerity Partners LLC 0.06% Add +8.6% 1,033,796 $34.0M
Jackson Thornton Wealth Management, LLC 3.79% Reduce -1.9% 998,879 $33.1M
Northern Trust Corp. 0.00% Add +61.6% 999,351 $32.9M
Evanson Asset Management, LLC 2.02% Add +4.3% 987,935 $32.5M
Premier Financial Group 8.05% — 845,687 $29.0M
Monograph Wealth Advisors, LLC 3.48% Add +13.0% 858,564 $28.3M
Great Oak Capital Partners, LLC 7.97% Add +28.7% 836,684 $27.8M
Planning Center, Inc. 3.02% Reduce -3.8% 829,989 $27.3M
Savant Capital, LLC 0.18% Add +25.3% 768,958 $25.3M
Vestmark Advisory Solutions, Inc. 0.36% Add +106.7% 766,388 $25.2M
NorthCoast Asset Management LLC 0.11% Add +7.3% 753,444 $24.8M
DiNuzzo Private Wealth, Inc. 2.92% Reduce -1.7% 747,645 $24.6M
Bank of Montreal 0.01% Reduce -0.1% 744,751 $24.5M
Exencial Wealth Advisors, LLC 0.74% Add +13.9% 640,588 $21.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.1% 625,156 $20.8M
Integris Wealth Management, LLC 5.27% Add +1.2% 613,713 $20.2M
Creative Planning 0.02% Add +1.3% 601,117 $19.8M
Jane Street Group, LLC 0.03% Add +83.8% 561,158 $18.5M
Modera Wealth Management, LLC 0.23% Add +894.8% 559,075 $18.4M
Quantum Financial Advisors, LLC 2.39% Reduce -2.5% 535,870 $17.6M
Miramar Fiduciary Corp 13.66% No change 511,178 $16.8M
Index Fund Advisors, Inc. 0.93% Add +2.1% 504,587 $16.6M
Bank of America Corp. 0.00% Add +27.5% 497,163 $16.4M
Rather & Kittrell, Inc. 3.07% Add +0.5% 470,827 $15.5M
Baker Ellis Asset Management LLC 2.12% Add +11.7% 470,355 $15.5M
Sequoia Financial Advisors, LLC 0.10% Add +31.0% 453,189 $14.9M
Financial Harvest, LLC 11.02% New 448,041 $14.7M
Envestnet Asset Management Inc. 0.00% Add +6.4% 444,894 $14.6M
Shakespeare Wealth Management, LLC 3.90% Add +0.5% 444,756 $14.6M
LRI Investments, LLC 1.23% Reduce -1.2% 439,644 $14.5M
Equita Financial Network, Inc. 5.69% Reduce -6.5% 434,946 $14.3M
von Borstel & Associates, Inc. 3.68% Reduce -4.8% 420,313 $13.9M
Keb Asset Management, LLC 3.36% Reduce -5.0% 410,030 $13.5M
Pathstone Holdings, LLC 0.05% Reduce -3.1% 399,331 $13.1M
AlphaCore Capital LLC 0.50% Add +14070.1% 395,629 $13.0M
Seaside Wealth Management, Inc. 3.89% Add +1.8% 371,377 $12.2M
Hill Investment Group Partners, LLC 1.57% Add +6.3% 366,291 $12.1M
Abacus Wealth Partners, LLC 1.79% Reduce -66.5% 356,500 $11.7M
Henrickson Nauta Wealth Advisors, Inc. 3.92% Add +14.4% 343,779 $11.3M
Cardiff Park Advisors, LLC 0.97% Add +2.8% 342,279 $11.3M
Beacon Pointe Advisors, LLC 0.11% Reduce -3.0% 332,178 $10.9M
Sensible Money, LLC 4.14% Add +0.3% 331,520 $10.9M
Krilogy Financial LLC 0.60% Reduce -2.2% 317,437 $10.4M
NewEdge Advisors, LLC 0.05% Reduce -1.6% 317,056 $10.4M
Betterment LLC 0.02% Add +6.6% 315,470 $10.4M
United Wealth Management, LLC 2.89% Reduce -1.0% 302,710 $10.0M
Hassell Wealth Management, LLC 3.61% Add +1.3% 288,470 $9.9M
Sterling Financial Planning, Inc. 3.28% Add +2.9% 298,114 $9.8M
Physician Wealth Solutions Inc. 4.54% Reduce -6.1% 297,355 $9.8M
Private Wealth Management Group, LLC 3.20% Reduce -6.4% 292,972 $9.6M
Keyes, Stange & Wooten Wealth Management, LLC 4.94% Reduce -3.0% 289,378 $9.5M
Mercer Global Advisors Inc. 0.02% Reduce -6.8% 279,263 $9.2M
Meritas Wealth Management, LLC 4.95% Add +3.2% 273,930 $9.0M
Yardley Wealth Management LLC 4.86% Reduce -3.0% 270,065 $8.9M
Pacific Sage Partners, LLC 1.73% Reduce -6.3% 264,356 $8.7M
Integrity Alliance, Llc. 0.46% Reduce -0.7% 256,853 $8.5M
Dravo Bay LLC 4.06% Reduce -2.7% 248,662 $8.4M
Financial Architects, LLC 4.81% Reduce -1.3% 240,475 $7.9M
Sachem Hill LLC 1.59% Reduce -8.9% 237,336 $7.8M
Shotwell Rutter Baer Inc 5.24% Reduce -1.2% 232,506 $7.7M
Claris Advisors, LLC / Mo / 2.66% Reduce -5.8% 232,316 $7.6M
Pinney & Scofield, Inc. 5.17% Add +0.4% 232,039 $7.6M
Quadcap Wealth Management, LLC 0.97% Add +5.8% 231,317 $7.6M
MML Investors Services, LLC 0.02% Add +5.0% 230,798 $7.6M
Greenline Partners, LLC 0.99% Add +10376.2% 222,934 $7.3M
Collective Family Office LLC 1.85% Add +9.7% 218,808 $7.2M
PBMares Wealth Management LLC 1.30% Add +9.0% 215,494 $7.1M
Aerodigm Wealth, LLC 3.39% Add +128.1% 214,677 $7.1M
Park Avenue Securities LLC 0.06% Add +24.4% 212,291 $7.0M
Financial Symmetry Inc 3.44% Add +3.9% 202,674 $6.7M
Squire Investment Management Company, LLC 2.46% Add +26.0% 202,657 $6.7M
Eq Wealth Advisors, LLC 4.48% Add +21.9% 199,945 $6.6M
Financial Engines Advisors L.L.C. 0.01% Add +0.5% 196,747 $6.5M
Osaic Holdings, Inc. 0.01% Add +6.7% 190,532 $6.3M
Lam Group, Inc. 4.14% Reduce -1.7% 188,300 $6.2M
Advisory Alpha, LLC 0.19% Add +7.1% 183,768 $6.0M
Chicago Partners Investment Group LLC 0.17% Add +2.0% 175,535 $6.0M
William Mack & Associates, Inc. 3.76% Add +122.3% 179,718 $5.9M
Raymond James Financial Inc. 0.00% Add +6.3% 179,530 $5.9M
Wealth Advisors Northwest LLC 3.08% Reduce -2.2% 177,547 $5.8M
BetterWealth, LLC 1.48% Reduce -2.1% 175,943 $5.8M
IFG Advisory, LLC 0.28% Add +5.1% 167,389 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +7.0% 164,990 $5.4M
Liberty Wealth Management LLC 0.83% Reduce -13.9% 161,349 $5.3M
Astra Wealth Partners LLC 4.21% Add +1.9% 158,484 $5.2M
BWM Planning, LLC 1.65% Add +1.9% 145,578 $4.8M
Longview Financial Advisors LLC 2.98% Reduce -1.2% 144,707 $4.8M
Yeomans Consulting Group, Inc. 1.92% Add +2.8% 141,608 $4.7M
Mills Wealth Advisors LLC 2.12% Add +6.8% 140,262 $4.6M
Kaufman Rossin Wealth, LLC 2.85% Add +4.3% 136,966 $4.5M
Bridge Generations Wealth Management LLC 2.72% Add +2.8% 136,150 $4.5M
JPMorgan Chase & Co. 0.00% Reduce -3.8% 135,867 $4.5M

"% 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 347 holders