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
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.