Dimensional International SMDISVETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $24.9M |
| Exits | 12 | $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 |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -22.9% | 135,214 | $4.4M |
| Avant Financial Advisors LLC | 3.62% | Add +0.4% | 133,562 | $4.4M |
| Abel Hall, LLC | 2.02% | Reduce -5.2% | 132,743 | $4.4M |
| Tillman Hartley LLC | 1.23% | Reduce -5.3% | 131,927 | $4.3M |
| Pure Financial Advisors, LLC | 0.08% | Add +86.5% | 130,975 | $4.3M |
| JDH Wealth Management, LLC | 3.28% | Add +6.5% | 130,029 | $4.3M |
| ShankerValleau Wealth Advisors, Inc. | 1.20% | Reduce -6.3% | 128,323 | $4.2M |
| Keyvantage Wealth, LLC | 1.89% | Add +9.4% | 128,268 | $4.2M |
| Clarity Wealth Development LLC | 4.08% | Add +2.0% | 124,646 | $4.1M |
| Willow Creek Wealth Management Inc. | 0.37% | Reduce -1.5% | 124,477 | $4.1M |
| Sax Wealth Advisors, LLC | 0.25% | Add +9.6% | 124,406 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 121,984 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.6% | 121,455 | $4.0M |
| AQR Capital Management | 0.00% | Add +41.1% | 118,780 | $3.9M |
| Northwest Wealth Management, LLC | 0.70% | Add +4.4% | 117,140 | $3.9M |
| Navigoe, LLC | 2.89% | Add +5.9% | 116,208 | $3.8M |
| Ruedi Wealth Management, Inc. | 1.10% | Reduce -16.6% | 112,826 | $3.7M |
| Fischer Investment Strategies, LLC | 2.48% | Add +38.2% | 112,421 | $3.7M |
| Vestment Financial LLC | 2.24% | Add +2.2% | 107,034 | $3.5M |
| Burk Holdings LLC | 2.20% | Add +9.4% | 106,817 | $3.5M |
| Emprise Bank | 1.69% | Add +206.8% | 106,693 | $3.5M |
| HMV Wealth Advisors, LLC | 2.20% | Add +20.4% | 101,879 | $3.4M |
| Foundation Wealth Management, LLC\PA | 1.42% | Add +21.7% | 99,425 | $3.3M |
| Arax Advisory Partners | 0.15% | Add +19.1% | 95,919 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +336.1% | 93,976 | $3.1M |
| Spire Wealth Management | 0.11% | Reduce -1.7% | 93,816 | $3.1M |
| Gradient Capital Advisors, LLC | 0.91% | Reduce -1.8% | 93,242 | $3.1M |
| M Holdings Securities, Inc. | 0.52% | Add +20.4% | 92,149 | $3.0M |
| Sterling Wealth Management, Inc. | 1.02% | — | 91,246 | $3.0M |
| Aviance Capital Partners, LLC | 0.39% | Add +12.7% | 91,086 | $3.0M |
| Quarry Hill Advisors, LLC | 1.74% | Add +5.2% | 90,755 | $3.0M |
| LPL Financial LLC | 0.00% | Add +28.7% | 88,897 | $2.9M |
| Vannoy Advisory Group, Inc. | 2.01% | Reduce -3.9% | 88,490 | $2.9M |
| Efficient Advisors, LLC | 0.17% | Reduce -3.8% | 87,864 | $2.9M |
| Rialto Wealth Management, LLC | 0.78% | Add +51.5% | 84,439 | $2.8M |
| Grunden Financial Advisory, Inc. | 1.23% | Add +9.9% | 84,313 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.06% | Add +2.2% | 83,522 | $2.7M |
| XY Planning Network, Inc. | 0.91% | Add +21.2% | 81,282 | $2.7M |
| Morris Financial Concepts, Inc. | 1.04% | Add +9.8% | 79,551 | $2.6M |
| Golden Bell Financial Planning LLC | 2.43% | Reduce -1.1% | 78,505 | $2.6M |
| Andrews, Lucia Wealth Management LLC | 1.65% | Add +8.9% | 77,327 | $2.5M |
| Parkwoods Wealth Partners, LLC | 1.43% | Add +12.5% | 75,470 | $2.5M |
| Bayshore Asset Management, LLC | 1.13% | Add +4.5% | 74,943 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.6% | 74,554 | $2.5M |
| Burton Enright Welch | 0.42% | Add +35.8% | 74,229 | $2.4M |
| Maryland Capital Advisors Inc. | 0.95% | Add +5.7% | 73,920 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.8% | 71,743 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Add +1.6% | 71,665 | $2.4M |
| Cambridge Financial Group, LLC | 0.88% | Reduce -17.5% | 71,370 | $2.3M |
| Brady Martz Wealth Solutions, LLC | 0.45% | Add +160.0% | 70,030 | $2.3M |
| Vestia Personal Wealth Advisors | 1.55% | Add +3.1% | 68,974 | $2.3M |
| Simplicity Wealth,LLC | 0.09% | Add +94.5% | 68,644 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.36% | Reduce -0.4% | 68,552 | $2.3M |
| Efficient Frontier Advisors LLC | 1.41% | Add +5.0% | 67,280 | $2.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +37.9% | 66,788 | $2.2M |
| Mariner, LLC | 0.00% | Add +6.7% | 66,527 | $2.2M |
| Aurelius Family Office LLC | 1.00% | Reduce -0.5% | 64,566 | $2.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.47% | Reduce -0.7% | 62,979 | $2.1M |
| New England Private Wealth Advisors LLC | 0.29% | Add +1.7% | 60,504 | $2.0M |
| Tru Independence Asset Management 2, LLC | 1.36% | Reduce -37.6% | 60,211 | $2.0M |
| Corus Family Wealth Advisors | 1.40% | Add +6.4% | 60,104 | $2.0M |
| Avior Wealth Management, LLC | 0.07% | Add +1.0% | 59,447 | $2.0M |
| Blue Trust, Inc. | 0.02% | Add +4.9% | 59,143 | $1.9M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.9% | 58,935 | $1.9M |
| Visionary Wealth Advisors | 0.10% | Add +16.5% | 57,744 | $1.9M |
| Old Mission Capital LLC | 0.05% | Add +59.4% | 57,254 | $1.9M |
| Dopkins Wealth Management, LLC | 0.83% | Add +0.1% | 56,240 | $1.9M |
| Nwam LLC | 0.11% | Reduce -11.2% | 55,040 | $1.8M |
| Fortitude Family Office, LLC | 0.59% | New | 54,456 | $1.8M |
| Parkworth Wealth Management, Inc. | 1.26% | Add +3.6% | 52,946 | $1.7M |
| BIP Wealth, LLC | 0.11% | Add +30.0% | 52,367 | $1.7M |
| Stratos Investment Management, LLC | 0.08% | Add +92.9% | 51,602 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -92.2% | 51,365 | $1.7M |
| Liberty Capital Management, Inc. | 0.34% | Add +8.5% | 51,364 | $1.7M |
| Nalls Sherbakoff Group, LLC | 1.23% | Add +1.8% | 51,246 | $1.7M |
| Prosperity Planning, Inc. | 0.66% | Reduce -5.4% | 49,543 | $1.6M |
| Peirce Capital Management, LLC | 0.71% | No change | 48,869 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 48,825 | $1.6M |
| W.H. Cornerstone Investments Inc. | 0.97% | Reduce -2.4% | 46,736 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +21.2% | 44,496 | $1.5M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -3.5% | 44,381 | $1.5M |
| Matisse Capital | 0.69% | No change | 44,100 | $1.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | Add +1.2% | 43,296 | $1.4M |
| Phillips Financial Management, LLC | 0.10% | Reduce -13.1% | 43,258 | $1.4M |
| Longview Financial Advisors, Inc. | 1.20% | Reduce -8.8% | 42,942 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +1893.3% | 41,261 | $1.4M |
| Curio Wealth, LLC | 0.58% | Add +50376.3% | 40,381 | $1.3M |
| Strategic Investment Solutions, Inc. | 0.39% | Reduce -36.3% | 38,942 | $1.3M |
| Tortoise Investment Management, LLC | 0.12% | Add +19.1% | 38,591 | $1.3M |
| Legacy Financial Advisors, Inc. | 0.19% | Add +1.5% | 37,738 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.23% | Add +0.1% | 36,538 | $1.2M |
| McGrath & Associates, Inc. | 1.95% | Reduce -0.2% | 36,385 | $1.2M |
| Oceanside Advisors LLC | 0.75% | Add +0.9% | 34,278 | $1.1M |
| Midwest Trust Co | 0.02% | — | 33,915 | $1.1M |
| Hemington Wealth Management | 0.15% | Reduce -31.1% | 32,533 | $1.1M |
| Altiora Financial Group, LLC | 0.21% | Reduce -0.5% | 32,175 | $1.1M |
| Earned Wealth Advisors, LLC | 0.21% | Add +2.6% | 32,134 | $1.1M |
| CSS LLC | 0.20% | Reduce -17.7% | 32,041 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 31,959 | $1.1M |
| Two West Capital Advisors LLC | 0.69% | Reduce -0.1% | 30,834 | $1.0M |
| Outbound Financial Inc | 0.95% | — | 31,748 | $1.0M |
| Allegiance Financial Group Advisory Services LLC | 0.26% | Add +0.9% | 30,164 | $993K |
| CarsonAllaria Wealth Management, Ltd. | 0.53% | Reduce -6.3% | 30,060 | $989K |
| Jones Financial Companies LLLP | 0.00% | Add +71.1% | 28,004 | $919K |
| Rf&l Wealth Management, LLC | 0.59% | Add +12.5% | 27,805 | $915K |
| PrairieView Partners, LLC | 0.09% | Add +63.6% | 27,832 | $915K |
| Porter White Investment Advisors, Inc. | 0.43% | Reduce -2.4% | 27,752 | $913K |
| Austin Private Wealth, LLC | 0.07% | Add +30.4% | 27,643 | $910K |
| Allworth Financial LP | 0.00% | Add +1.5% | 27,210 | $895K |
| RAM Investment Partners, LLC | 0.19% | Add +47.0% | 27,130 | $893K |
| RCS Financial Planning, LLC | 0.44% | Reduce -34.1% | 26,935 | $886K |
| Royal Bank of Canada | 0.00% | Add +325.7% | 26,537 | $873K |
| Shearwater Capital LLC | 0.54% | Add +0.1% | 26,177 | $861K |
| Flputnam Investment Management Co. | 0.01% | Reduce -36.6% | 25,934 | $853K |
| Journey Beyond Wealth, LLC | 0.71% | Add +0.3% | 25,500 | $839K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.7% | 24,518 | $807K |
| Morgan Stanley | 0.00% | Add +26.1% | 24,131 | $794K |
| SageView Advisory Group, LLC | 0.03% | Reduce -3.2% | 23,160 | $774K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.3% | 23,498 | $773K |
| Truist Financial Corp. | 0.00% | Reduce -3.3% | 22,676 | $746K |
| Firethorn Wealth Partners, LLC | 0.32% | Reduce -5.5% | 22,672 | $746K |
| Signet Financial Management, LLC | 0.09% | Reduce -1.8% | 22,587 | $743K |
| Ocean Park Asset Management, LLC | 0.03% | No change | 25,200 | $734K |
| Mission Wealth Management, LP | 0.02% | Add +3.1% | 22,056 | $726K |
| Friday Financial | 0.37% | New | 22,014 | $724K |
| C M Bidwell & Associates Ltd. | 0.37% | Add +1.1% | 21,940 | $722K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.1% | 21,489 | $707K |
| Wealthspire Advisors, LLC | 0.00% | Add +58.2% | 21,474 | $707K |
| LJI Wealth Management, LLC | 0.12% | Add +17.8% | 21,215 | $698K |
| Daner Wealth Management, LLC | 0.48% | — | 20,271 | $694K |
| Passive Capital Management, LLC. | 0.21% | Add +34.7% | 20,881 | $687K |
| Poinciana Advisors Group, LLC | 0.61% | No change | 20,580 | $677K |
| CogentBlue Wealth Advisors, LLC | 0.50% | New | 19,821 | $652K |
| Red Lighthouse Investment Management, LLC | 0.25% | Add +1.8% | 19,749 | $650K |
| RB Capital Management, LLC | 0.15% | Add +7.2% | 19,585 | $645K |
| Austin Asset Management Co Inc | 0.13% | Reduce -1.0% | 19,221 | $633K |
| Parkshore Wealth Management, Inc. | 0.30% | Add +63.1% | 18,818 | $619K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +3.6% | 18,446 | $607K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +93.2% | 18,413 | $606K |
| Harbor Investment Advisory, LLC | 0.05% | Add +2.1% | 18,340 | $604K |
| Factor Wealth Management LTD | 0.16% | Reduce -4.5% | 18,054 | $594K |
| Capstone Wealth Management, LLC | 0.52% | Add +36.7% | 17,946 | $591K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +5.5% | 17,213 | $566K |
| DBK Financial Counsel, LLC | 0.50% | Add +8.6% | 16,942 | $558K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.3% | 16,934 | $557K |
| Mullaney, Keating & Wright, Inc. | 0.36% | Add +0.7% | 16,782 | $552K |
| Avalon Capital Management | 0.14% | Reduce -6.7% | 16,311 | $537K |
| Hanover Advisors Inc. | 0.22% | Reduce -0.9% | 16,040 | $528K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.8% | 15,439 | $508K |
| Timonier Family Office, LTD. | 0.19% | Reduce -12.1% | 15,224 | $501K |
| Gibson Capital, LLC | 0.10% | Add +0.0% | 15,216 | $501K |
| Verus Financial Partners, Inc. | 0.05% | Add +1.8% | 14,632 | $489K |
| 25 LLC | 0.18% | Add +0.1% | 14,759 | $486K |
| Nautilus Advisors LLC | 0.35% | New | 14,508 | $477K |
| Disciplined Investments, LLC | 0.20% | Reduce -12.8% | 14,434 | $475K |
| Abacus Planning Group, Inc. | 0.07% | Add +2.3% | 14,367 | $473K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.8% | 14,279 | $470K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +88.2% | 14,252 | $469K |
| Del-Sette Capital Management, LLC | 0.32% | Reduce -39.6% | 13,865 | $456K |
| SC&H Financial Advisors, Inc. | 0.08% | No change | 13,497 | $444K |
| McMill Wealth Management | 0.15% | Reduce -15.7% | 13,445 | $442K |
| Citigroup Inc. | 0.00% | Add +4.5% | 12,727 | $419K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -4.5% | 12,689 | $418K |
| Clarity Capital Advisors, LLC | 0.24% | Add +1.8% | 12,415 | $409K |
| Accurate Wealth Management, LLC | 0.06% | New | 12,084 | $404K |
| ARK & TLK Investments, LLC | 0.13% | Reduce -16.8% | 12,270 | $404K |
| Sei Investments Co. | 0.00% | New | 12,080 | $398K |
| Aegis Wealth Management LLC | 0.23% | No change | 13,193 | $384K |
| Faithward Advisors, LLC | 0.06% | Add +20.4% | 11,658 | $384K |
| Lazari Capital Management, Inc. | 0.14% | Reduce -3.1% | 11,391 | $375K |
| GTS Securities LLC | 0.02% | Add +38.0% | 11,113 | $366K |
| Captrust Financial Advisors | 0.00% | Reduce -21.0% | 11,075 | $364K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +41.9% | 10,861 | $357K |
| CW Advisors, LLC | 0.00% | Add +9.4% | 10,541 | $347K |
| TCFG Wealth Management, LLC | 0.16% | Add +1.3% | 10,429 | $343K |
| Elevate Wealth Advisory, Inc. | 0.24% | Reduce -31.5% | 10,384 | $342K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +28.4% | 10,382 | $342K |
| HRT Financial LP | 0.00% | New | 10,245 | $337K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,218 | $336K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,000 | $329K |
| Breakwater Capital Group | 0.05% | Add +39.9% | 9,997 | $329K |
| Studio Investment Management LLC | 0.07% | Add +37.6% | 9,983 | $329K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -5.4% | 9,754 | $321K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,600 | $316K |
| GEN Financial Management, INC. | 0.26% | No change | 9,524 | $313K |
| Sutton Place Investors LLC | 0.17% | Add +7.2% | 8,610 | $283K |
| Cwm, LLC | 0.00% | Reduce -14.8% | 7,768 | $256K |
| SYM FINANCIAL Corp | 0.03% | Reduce -17.2% | 7,667 | $252K |
| Brighton Jones LLC | 0.01% | New | 7,625 | $251K |
| Triad Wealth Partners, LLC | 0.05% | New | 7,598 | $250K |
| Vantage Point Financial LLC | 0.11% | New | 7,528 | $248K |
| SwitchPoint Financial Planning, LLC | 0.20% | No change | 7,453 | $245K |
| Advyzon Investment Management, LLC | 0.05% | Add +6706.5% | 7,351 | $242K |
| Brown Advisory Inc. | 0.00% | No change | 7,123 | $234K |
| M Wealth Management, LLC | 0.21% | No change | 6,935 | $228K |
| New Dimensions Wealth Management, LLC | 0.21% | New | 6,868 | $226K |
| Comerica Bank | 0.00% | Reduce -0.2% | 6,857 | $226K |
| Rockwood Wealth Management, LLC | 0.02% | New | 6,654 | $219K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,553 | $216K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -5.8% | 6,519 | $215K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 6,448 | $212K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -16.6% | 6,374 | $210K |
| Quantinno Capital Management LP | 0.00% | New | 6,337 | $209K |
| Family CFO Inc | 0.10% | No change | 6,297 | $207K |
| Morton Capital Management LLC | 0.04% | New | 6,289 | $207K |
| Wealthstream Advisors, Inc. | 0.03% | New | 6,287 | $207K |
| Kraft Asset Management, LLC | 0.19% | Reduce -17.3% | 6,200 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,873 | $193K |
| Versant Capital Management, Inc | 0.03% | Add +1.8% | 5,611 | $185K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,060 | $176K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,250 | $173K |
| GeoWealth Management, LLC | 0.01% | Reduce -69.2% | 4,683 | $154K |
| Pillar Financial Advisors, LLC | 0.09% | No change | 4,109 | $135K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,770 | $124K |
| Kathleen S. Wright Associates Inc. | 0.05% | Reduce -19.5% | 3,600 | $118K |
| Wells Fargo & Company | 0.00% | Add +236.2% | 3,059 | $101K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,917 | $96K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,890 | $95K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +11.6% | 2,286 | $75K |
| DecisionPoint Financial, LLC | 0.02% | Add +20.4% | 2,198 | $72K |
| IFP Advisors, Inc | 0.00% | Add +1625.0% | 1,863 | $61K |
| FMR LLC | 0.00% | Add +117.3% | 1,858 | $61K |
| Harbor Asset Planning, Inc. | 0.05% | — | 1,690 | $56K |
| Morton Brown Family Wealth, LLC | 0.02% | New | 1,581 | $52K |
| Raffa Wealth Management, LLC | 0.01% | New | 1,370 | $45K |
| Valued Wealth Advisors LLC | 0.02% | New | 1,364 | $45K |
| Brooklyn Investment Group | 0.01% | New | 1,321 | $43K |
| Fifth Third Bancorp | 0.00% | No change | 1,257 | $41K |
| WealthShield Partners, LLC | 0.00% | Add +1.6% | 1,192 | $39K |
| Millstone Evans Group, LLC | 0.02% | Reduce -65.2% | 1,107 | $36K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,100 | $36K |
| TruNorth Capital Management, LLC | 0.00% | No change | 580 | $19K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 643 | $17K |
| Providence Capital Advisors, LLC | 0.00% | New | 517 | $17K |
| TrinityBridge Ltd | 0.00% | No change | 410 | $13K |
| Hara Capital LLC | 0.01% | No change | 320 | $11K |
| Total Investment Management Inc. | 0.00% | New | 313 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 280 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.4% | 200 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 166 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 129 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 85 | $3K |
| Concord Wealth Partners | 0.00% | No change | 35 | $1K |
| Integrity Financial Corp | 0.00% | No change | 34 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 27 | $877 |
| Howe & Rusling Inc. | 0.00% | No change | 10 | $330 |
| Fort Vancouver Investment Management, LLC | 0.00% | New | 4 | $132 |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.