Dimensional International SMDISVETF

13F holders, Q3 2025 (September 30)
363holders +16
32new positions
14sold out
2famous investors
$35.68avg. 13F price*

At the end of Q3 2025, 363 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 16 from Q2 2025. 32 opened new positions and 14 sold out. The largest holders were Focus Partners Wealth ($475.3M), Forum Financial Management, LP ($210.9M) and Mather Group, Llc. ($209.3M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$42.9M
Exits14$8.5M

All 13F filers, Q2 2025 → Q3 2025: 4,998,109 shares bought and 2,674,204 shares sold, net +2,323,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 363 holders

Focus Partners Wealth 0.77% Add +3.1% 13,310,578 $475.3M
Forum Financial Management, LP 2.89% Add +0.2% 5,908,751 $210.9M
Mather Group, Llc. 2.11% Add +0.3% 5,863,971 $209.3M
Focus Partners Advisor Solutions, LLC 0.92% Reduce -10.0% 2,268,424 $81.0M
Ritholtz Wealth Management 1.46% Add +3.7% 2,107,867 $75.2M
Asset Dedication, LLC 3.00% Reduce -0.7% 1,252,031 $44.7M
HighTower Advisors, LLC 0.05% Add +2.6% 1,209,483 $43.2M
Cerity Partners LLC 0.07% Add +16.2% 1,201,683 $42.9M
Northern Trust Corp. 0.01% Add +14.2% 1,141,238 $40.7M
Evanson Asset Management, LLC 2.21% Add +11.1% 1,097,497 $39.2M
Jackson Thornton Wealth Management, LLC 3.59% Reduce -1.4% 985,187 $35.4M
Monograph Wealth Advisors, LLC 3.22% Add +3.8% 890,787 $31.8M
Great Oak Capital Partners, LLC 8.09% Add +2.9% 860,743 $30.8M
Creative Planning 0.02% Add +40.9% 846,703 $30.2M
Premier Financial Group 7.99% Reduce -0.7% 839,517 $29.9M
Savant Capital, LLC 0.18% Add +8.6% 834,806 $29.8M
Planning Center, Inc. 3.04% Reduce -2.1% 812,157 $29.0M
Bank of Montreal 0.01% Add +7.8% 802,782 $28.7M
NorthCoast Asset Management LLC 0.11% Add +1.3% 763,386 $27.2M
Exencial Wealth Advisors, LLC 0.84% Add +12.1% 718,258 $25.6M
DiNuzzo Private Wealth, Inc. 2.87% Reduce -2.4% 729,618 $25.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.4% 627,788 $22.5M
Integris Wealth Management, LLC 5.42% Add +1.8% 624,595 $22.3M
Bank of America Corp. 0.00% Add +12.2% 557,993 $19.9M
Index Fund Advisors, Inc. 0.96% Add +10.4% 556,854 $19.9M
Modera Wealth Management, LLC 0.23% Reduce -1.0% 553,384 $19.8M
Envestnet Asset Management Inc. 0.01% Add +15.5% 513,868 $18.3M
Baker Ellis Asset Management LLC 2.20% Add +6.5% 500,970 $17.9M
Rather & Kittrell, Inc. 3.12% Add +6.2% 499,900 $17.8M
Miramar Fiduciary Corp 13.65% Reduce -4.6% 487,616 $17.4M
Quantum Financial Advisors, LLC 2.07% Reduce -11.4% 474,893 $16.9M
Sequoia Financial Advisors, LLC 0.10% Add +3.6% 469,455 $16.8M
Financial Harvest, LLC 11.08% Add +2.8% 460,576 $16.4M
Equita Financial Network, Inc. 5.37% Add +2.3% 445,070 $15.9M
Shakespeare Wealth Management, LLC 3.60% Reduce -0.5% 442,602 $15.8M
Affinity Wealth LLC 11.87% New 437,472 $15.6M
LRI Investments, LLC 1.28% Reduce -0.7% 436,602 $15.6M
von Borstel & Associates, Inc. 2.35% Add +1.7% 427,639 $15.3M
MB Generational Wealth, LLC 9.52% — 419,878 $15.0M
Keb Asset Management, LLC 3.27% Reduce -0.3% 408,789 $14.6M
Jane Street Group, LLC 0.02% Reduce -27.7% 405,666 $14.5M
Vestmark Advisory Solutions, Inc. 0.26% Reduce -51.1% 374,731 $13.4M
Henrickson Nauta Wealth Advisors, Inc. 4.20% Add +8.2% 372,061 $13.3M
AlphaCore Capital LLC 0.45% Reduce -6.0% 372,056 $13.3M
Seaside Wealth Management, Inc. 3.91% Reduce -0.7% 368,864 $13.2M
Hill Investment Group Partners, LLC 1.58% Reduce -0.9% 362,894 $13.0M
Beacon Pointe Advisors, LLC 0.11% Add +8.3% 359,904 $12.8M
Ocean Park Asset Management, LLC 0.52% Add +1314.6% 356,474 $12.7M
Pathstone Holdings, LLC 0.05% Reduce -10.8% 356,014 $12.7M
Cardiff Park Advisors, LLC 0.95% Add +0.9% 345,273 $12.3M
Betterment LLC 0.02% Add +8.3% 341,823 $12.2M
Corient Private Wealth LP 0.02% Reduce -68.5% 341,164 $12.2M
Sensible Money, LLC 3.95% Reduce -1.8% 325,651 $11.6M
Krilogy Financial LLC 0.43% Add +2.7% 325,969 $11.5M
Yeomans Consulting Group, Inc. 3.94% Add +125.3% 319,094 $11.4M
United Wealth Management, LLC 2.94% Add +0.0% 302,773 $10.8M
Sterling Financial Planning, Inc. 3.32% Reduce -1.1% 294,935 $10.5M
Abacus Wealth Partners, LLC 1.51% Reduce -17.6% 293,711 $10.5M
Physician Wealth Solutions Inc. 4.56% Reduce -1.5% 292,884 $10.5M
Keyes, Stange & Wooten Wealth Management, LLC 5.04% Add +0.9% 292,001 $10.4M
Seven Mile Advisory 1.71% New 291,770 $10.4M
NewEdge Advisors, LLC 0.05% Reduce -8.2% 291,124 $10.4M
Hassell Wealth Management, LLC 3.58% Add +0.2% 289,095 $10.3M
Meritas Wealth Management, LLC 4.95% Add +2.2% 279,845 $10.0M
Mercer Global Advisors Inc. 0.02% Reduce -1.3% 275,697 $9.8M
Private Wealth Management Group, LLC 2.71% Reduce -5.9% 275,618 $9.8M
Dravo Bay LLC 4.17% Add +6.4% 264,671 $9.4M
Park Avenue Securities LLC 0.07% Add +20.1% 254,902 $9.1M
William Mack & Associates, Inc. 4.89% Add +41.7% 254,628 $9.1M
Pacific Sage Partners, LLC 1.50% Reduce -5.0% 251,199 $9.0M
Fischer Investment Strategies, LLC 5.27% Add +119.0% 246,224 $8.8M
Financial Architects, LLC 4.94% Add +1.2% 243,355 $8.7M
Yardley Wealth Management LLC 4.83% Reduce -10.3% 242,196 $8.6M
PBMares Wealth Management LLC 1.39% Add +11.4% 239,983 $8.6M
Pinney & Scofield, Inc. 5.22% Add +1.6% 235,737 $8.4M
Quadcap Wealth Management, LLC 0.98% Add +0.2% 231,834 $8.3M
Integrity Alliance, Llc. 0.39% Reduce -10.3% 230,270 $8.2M
Osaic Holdings, Inc. 0.01% Add +22.6% 233,666 $8.2M
Shotwell Rutter Baer Inc 5.24% Reduce -2.7% 226,306 $8.1M
Greenline Partners, LLC 0.98% Add +1.1% 225,334 $8.0M
Sachem Hill LLC 1.56% Reduce -8.0% 218,362 $7.8M
Financial Symmetry Inc 3.47% Add +7.2% 217,224 $7.7M
Claris Advisors, LLC / Mo / 2.66% No change 232,316 $7.6M
Squire Investment Management Company, LLC 2.49% Add +5.6% 213,921 $7.6M
Eq Wealth Advisors, LLC 5.01% Add +6.8% 213,492 $7.6M
Collective Family Office LLC 1.83% Reduce -2.4% 213,466 $7.6M
Mach-1 Financial Group, LLC 1.21% New 212,553 $7.6M
Integrity Advisory Solutions, LLC 1.21% — 212,553 $7.6M
Aerodigm Wealth, LLC 3.14% Reduce -2.8% 208,591 $7.5M
Raymond James Financial Inc. 0.00% Add +9.9% 197,269 $7.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.7% 195,445 $7.0M
Parkwoods Wealth Partners, LLC 2.37% Add +157.9% 194,607 $6.9M
Advisory Alpha, LLC 0.19% Add +5.5% 193,858 $6.9M
Lam Group, Inc. 4.09% Reduce -1.7% 185,040 $6.6M
Chicago Partners Investment Group LLC 0.17% Add +1.1% 177,481 $6.4M
Wealth Advisors Northwest LLC 2.95% Reduce -3.6% 171,153 $6.1M
BetterWealth, LLC 1.44% Reduce -3.5% 169,837 $6.1M
IFG Advisory, LLC 0.27% Reduce -0.6% 166,336 $5.9M
Astra Wealth Partners LLC 4.07% Add +3.3% 163,689 $5.8M
Longview Financial Advisors LLC 3.29% Add +10.7% 160,154 $5.7M
Liberty Wealth Management LLC 0.80% Reduce -1.9% 158,348 $5.7M
Commonwealth Equity Services, LLC 0.01% Reduce -5.3% 156,261 $5.6M
Citadel Advisors 0.00% Add +204.1% 156,178 $5.6M
BWM Planning, LLC 1.60% Add +3.3% 150,436 $5.4M
JPMorgan Chase & Co. 0.00% Add +9.2% 148,426 $5.3M
AQR Capital Management 0.00% Add +21.1% 143,847 $5.1M
Mills Wealth Advisors LLC 2.08% Add +2.0% 143,076 $5.1M
Stifel Financial Corp. 0.00% Add +15.3% 140,685 $5.0M
Abel Hall, LLC 1.99% Add +4.2% 138,283 $4.9M
Old Mission Capital LLC 0.17% Add +137.8% 136,134 $4.9M
Clarity Wealth Development LLC 4.26% Add +5.0% 130,946 $4.7M
Avant Financial Advisors LLC 3.55% Reduce -1.0% 132,180 $4.7M
Pure Financial Advisors, LLC 0.07% Add +0.5% 131,591 $4.7M
Bridge Generations Wealth Management LLC 3.12% Reduce -3.5% 131,425 $4.7M
ShankerValleau Wealth Advisors, Inc. 1.18% Add +0.6% 129,057 $4.6M
JDH Wealth Management, LLC 3.25% Reduce -1.2% 128,471 $4.6M
Keyvantage Wealth, LLC 1.90% Reduce -0.9% 127,114 $4.5M
Sax Wealth Advisors, LLC 0.24% Add +2.2% 127,114 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.6% 126,993 $4.5M
Tillman Hartley LLC 1.17% Reduce -3.9% 126,790 $4.5M
Willow Creek Wealth Management Inc. 0.36% Reduce -0.5% 123,895 $4.4M
Farther Finance Advisors, LLC 0.06% Add +79.7% 120,014 $4.3M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -11.5% 119,623 $4.3M
Navigoe, LLC 2.72% Add +2.8% 119,497 $4.3M
Kaufman Rossin Wealth, LLC 2.31% Reduce -13.6% 118,320 $4.2M
Northwest Wealth Management, LLC 0.68% Reduce -1.0% 115,965 $4.1M
My Personal CFO, LLC 1.58% New 114,395 $4.1M
Foundation Wealth Management, LLC\PA 1.58% Add +15.1% 114,395 $4.1M
Burk Holdings LLC 2.11% Add +3.9% 110,930 $4.0M
Ruedi Wealth Management, Inc. 1.10% Reduce -2.0% 110,578 $3.9M
Vestment Financial LLC 2.20% Add +0.6% 107,629 $3.9M
LPL Financial LLC 0.00% Add +20.9% 107,430 $3.8M
Emprise Bank 1.64% Reduce -0.0% 106,677 $3.8M
Efficient Advisors, LLC 0.21% Add +17.3% 103,089 $3.7M
Sterling Wealth Management, Inc. 1.11% Add +12.7% 102,861 $3.7M
Orion Porfolio Solutions, LLC 0.03% Add +7.6% 101,123 $3.6M
HMV Wealth Advisors, LLC 1.91% Reduce -4.6% 97,187 $3.5M
Rialto Wealth Management, LLC 0.88% Add +13.1% 95,519 $3.4M
Aviance Capital Partners, LLC 0.40% Add +3.5% 94,299 $3.4M
Spire Wealth Management 0.11% Add +0.5% 94,242 $3.4M
Gradient Capital Advisors, LLC 0.89% Add +0.3% 93,509 $3.3M
Susquehanna International Group, LLP 0.00% Add +89.7% 92,630 $3.3M
Quarry Hill Advisors, LLC 1.64% Reduce -1.3% 89,539 $3.2M
Visionary Wealth Advisors 0.15% Add +53.2% 88,460 $3.2M
Grunden Financial Advisory, Inc. 1.28% Add +4.5% 88,147 $3.1M
Vannoy Advisory Group, Inc. 2.00% Reduce -2.9% 85,891 $3.1M
Golden Bell Financial Planning LLC 2.57% Add +5.7% 82,985 $3.0M
Morris Financial Concepts, Inc. 1.04% Add +1.5% 80,748 $2.9M
OneDigital Investment Advisors LLC 0.03% Add +7.3% 80,033 $2.9M
Cwm, LLC 0.01% Add +925.4% 79,652 $2.8M
Avior Wealth Management, LLC 0.09% Add +33.9% 79,606 $2.8M
Bayshore Asset Management, LLC 1.18% Add +2.6% 76,931 $2.7M
Andrews, Lucia Wealth Management LLC 1.65% Reduce -0.7% 76,801 $2.7M
Glass Jacobson Investment Advisors llc 0.98% Reduce -9.1% 75,928 $2.7M
Maryland Capital Advisors Inc. 0.97% Add +2.4% 75,686 $2.7M
Vestia Personal Wealth Advisors 1.44% Add +9.5% 75,535 $2.7M
XY Planning Network, Inc. 0.91% No change 81,282 $2.7M
BIP Wealth, LLC 0.13% Add +40.8% 73,727 $2.6M
Corus Family Wealth Advisors 1.93% Add +22.4% 73,579 $2.6M
Burton Enright Welch 0.40% Reduce -1.1% 73,412 $2.6M
Hilltop Holdings Inc. 0.13% Reduce -1.7% 70,465 $2.5M
Brady Martz Wealth Solutions, LLC 0.45% Add +0.0% 70,056 $2.5M
Mraz, Amerine & Associates, Inc. 0.38% No change 68,552 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -4.7% 68,387 $2.4M
Jones Financial Companies LLLP 0.00% Add +142.6% 67,939 $2.4M
Mariner, LLC 0.00% Add +1.2% 67,324 $2.4M
Cambridge Financial Group, LLC 0.75% Reduce -8.0% 65,688 $2.3M
Aurelius Family Office LLC 1.03% No change 64,566 $2.3M
New England Private Wealth Advisors LLC 0.30% Add +4.1% 62,959 $2.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.47% Reduce -0.8% 62,493 $2.2M
MML Investors Services, LLC 0.01% Reduce -73.4% 61,398 $2.2M
Janney Montgomery Scott LLC 0.01% Add +32.9% 59,129 $2.1M
Waverly Advisors, LLC 0.02% Reduce -0.0% 58,918 $2.1M
Dopkins Wealth Management, LLC 0.89% Add +4.6% 58,805 $2.1M
Blue Trust, Inc. 0.02% Reduce -1.0% 58,543 $2.1M
Liberty Capital Management, Inc. 0.38% Add +10.6% 56,814 $2.0M
McLean Asset Management Corp 0.40% New 53,568 $1.9M
Nalls Sherbakoff Group, LLC 1.28% Add +4.0% 53,313 $1.9M
Nwam LLC 0.10% Reduce -6.3% 51,564 $1.8M
Fortitude Family Office, LLC 0.49% Reduce -5.9% 51,220 $1.8M
Prosperity Planning, Inc. 0.65% Reduce -2.1% 48,496 $1.7M
W.H. Cornerstone Investments Inc. 1.04% Add +2.7% 47,977 $1.7M
Peirce Capital Management, LLC 0.70% Reduce -3.7% 47,050 $1.7M
Matisse Capital 0.71% No change 44,100 $1.6M
Clear Creek Financial Management, LLC 0.14% Reduce -0.9% 43,995 $1.6M
Moisand Fitzgerald Tamayo, LLC 0.18% No change 43,296 $1.5M
Longview Financial Advisors, Inc. 1.09% Reduce -0.3% 42,813 $1.5M
Stratos Investment Management, LLC 0.06% Reduce -18.9% 41,870 $1.5M
Strategic Investment Solutions, Inc. 0.39% Add +6.2% 41,361 $1.5M
Phillips Financial Management, LLC 0.10% Reduce -5.1% 41,058 $1.5M
Tru Independence Asset Management 2, LLC 0.96% Reduce -32.3% 40,788 $1.5M
EverSource Wealth Advisors, LLC 0.06% Reduce -1.7% 40,557 $1.4M
Legacy Financial Advisors, Inc. 0.19% Add +3.9% 39,219 $1.4M
Tortoise Investment Management, LLC 0.12% Add +0.4% 38,741 $1.4M
Curio Wealth, LLC 0.56% Reduce -5.8% 38,050 $1.4M
Quantinno Capital Management LP 0.00% Add +485.6% 37,109 $1.3M
Werba Rubin Papier Wealth Management 0.21% Add +1.2% 36,987 $1.3M
Earned Wealth Advisors, LLC 0.22% Add +14.6% 36,824 $1.3M
McGrath & Associates, Inc. 1.93% Add +0.1% 36,404 $1.3M
RAM Investment Partners, LLC 0.24% Add +32.0% 35,817 $1.3M
Midwest Trust Co 0.02% Add +4.0% 35,280 $1.3M
Simplicity Wealth,LLC 0.07% Reduce -49.8% 34,435 $1.2M
Oceanside Advisors LLC 0.77% Add +0.4% 34,414 $1.2M
CSS LLC 0.21% Add +4.5% 33,481 $1.2M
Allworth Financial LP 0.01% Add +20.4% 32,765 $1.2M
Capital Group Private Client Services, Inc. 0.02% No change 31,959 $1.1M
Rf&l Wealth Management, LLC 0.67% Add +14.9% 31,955 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +72.9% 31,844 $1.1M
Hemington Wealth Management 0.15% Reduce -3.4% 31,442 $1.1M
Outbound Financial Inc 0.91% Reduce -1.4% 31,306 $1.1M
Two West Capital Advisors LLC 0.67% Reduce -0.3% 30,726 $1.1M
Altiora Financial Group, LLC 0.20% Reduce -3.3% 31,113 $1.1M
Allegiance Financial Group Advisory Services LLC 0.25% Add +0.3% 30,238 $1.1M
Morgan Stanley 0.00% Add +23.4% 29,786 $1.1M
Perigon Wealth Management, LLC 0.02% Add +18.6% 27,876 $995K
Journey Beyond Wealth, LLC 0.81% Add +8.2% 27,583 $984K
CarsonAllaria Wealth Management, Ltd. 0.51% Reduce -8.6% 27,482 $981K
Porter White Investment Advisors, Inc. 0.42% Reduce -2.0% 27,190 $970K
Rehmann Capital Advisory Group 0.05% Add +10.0% 26,962 $962K
Austin Private Wealth, LLC 0.07% Reduce -3.0% 26,800 $956K
Shearwater Capital LLC 0.56% Add +0.3% 26,244 $937K
RCS Financial Planning, LLC 0.41% Reduce -3.4% 26,025 $929K
Capstone Wealth Management, LLC 0.70% Add +42.6% 25,591 $913K
Nautilus Advisors LLC 0.59% Add +68.2% 24,395 $871K
Truist Financial Corp. 0.00% Add +7.2% 24,310 $868K
Mission Wealth Management, LP 0.02% Add +5.4% 23,243 $830K
Acorn Wealth Advisors, LLC 0.26% Add +34.2% 23,096 $824K
Signet Financial Management, LLC 0.09% Add +0.1% 22,602 $807K
SageView Advisory Group, LLC 0.03% Reduce -2.6% 22,556 $805K
Friday Financial 0.33% No change 22,014 $786K
C M Bidwell & Associates Ltd. 0.38% No change 21,940 $783K
Firethorn Wealth Partners, LLC 0.31% Reduce -3.8% 21,804 $778K
Wealthspire Advisors, LLC 0.00% Add +0.0% 21,476 $766K
Passive Capital Management, LLC. 0.24% No change 20,881 $745K
RB Capital Management, LLC 0.16% Add +5.8% 20,715 $739K
Poinciana Advisors Group, LLC 0.62% No change 20,580 $735K
Wealthcare Advisory Partners LLC 0.02% Reduce -4.5% 20,530 $733K
CogentBlue Wealth Advisors, LLC 0.48% No change 19,821 $707K
Red Lighthouse Investment Management, LLC 0.25% No change 19,749 $705K
Daner Wealth Management, LLC 0.45% Reduce -3.7% 19,521 $696K
Austin Asset Management Co Inc 0.13% No change 19,221 $686K
Parkshore Wealth Management, Inc. 0.27% Add +0.2% 18,852 $673K
Harbor Investment Advisory, LLC 0.05% Add +1.1% 18,545 $662K
Bedel Financial Consulting, Inc. 0.08% Add +0.2% 18,482 $660K
Flputnam Investment Management Co. 0.01% Reduce -29.9% 18,182 $649K
Factor Wealth Management LTD 0.16% Add +0.2% 18,091 $646K
DBK Financial Counsel, LLC 0.54% Add +6.2% 17,994 $642K
Cherry Tree Wealth Management, LLC 0.14% Add +37.6% 17,466 $623K
Mullaney, Keating & Wright, Inc. 0.34% Add +2.7% 17,242 $615K
Cambridge Investment Research Advisors, Inc. 0.00% Add +53.4% 16,660 $595K
Abacus Planning Group, Inc. 0.08% Add +13.3% 16,284 $581K
Stratos Wealth Partners, LTD. 0.01% Add +4.0% 16,049 $573K
Hanover Advisors Inc. 0.22% No change 16,040 $572K
Avalon Capital Management 0.14% Reduce -2.0% 15,990 $571K
Great Valley Advisor Group, Inc. 0.01% Add +11.6% 15,906 $568K
Timonier Family Office, LTD. 0.18% Add +2.9% 15,661 $559K
O'shaughnessy Asset Management, LLC 0.00% Add +7.7% 15,379 $549K
Axxcess Wealth Management, LLC 0.01% Reduce -12.2% 14,861 $530K
Verus Financial Partners, Inc. 0.05% Add +0.5% 14,703 $525K
Faithward Advisors, LLC 0.08% Add +25.3% 14,610 $521K
Disciplined Investments, LLC 0.21% No change 14,434 $515K
25 LLC 0.17% Reduce -3.1% 14,295 $510K
Great Point Wealth Advisors, LLC 0.09% — 14,053 $502K
Del-Sette Capital Management, LLC 0.31% No change 13,865 $495K
SC&H Financial Advisors, Inc. 0.08% No change 13,497 $482K
Royal Bank of Canada 0.00% Reduce -49.6% 13,368 $477K
Sei Investments Co. 0.00% Add +9.6% 13,242 $473K
Aegis Wealth Management LLC 0.25% No change 13,193 $471K
Citigroup Inc. 0.00% Reduce -0.5% 12,660 $452K
Studio Investment Management LLC 0.08% Add +25.6% 12,540 $448K
Clarity Capital Advisors, LLC 0.24% Add +0.5% 12,476 $445K
ARK & TLK Investments, LLC 0.14% No change 12,270 $438K
Accurate Wealth Management, LLC 0.06% Add +0.5% 12,147 $432K
US Bancorp \de 0.00% New 11,875 $424K
Breakwater Capital Group 0.06% Add +16.7% 11,667 $416K
Gibson Capital, LLC 0.08% Reduce -23.5% 11,636 $415K
Captrust Financial Advisors 0.00% Add +0.5% 11,128 $397K
McMill Wealth Management 0.11% Reduce -17.8% 11,054 $395K
Brookstone Capital Management 0.00% New 10,897 $389K
Greenspring Advisors, LLC 0.07% — 10,763 $384K
Elevate Wealth Advisory, Inc. 0.28% Add +2.8% 10,672 $381K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.4% 10,341 $369K
Washington Trust Advisors, Inc. 0.03% New 10,114 $361K
Concurrent Investment Advisors, LLC 0.01% No change 10,000 $357K
Samalin Investment Counsel, LLC 0.12% Add +1.6% 9,907 $354K
Vantage Point Financial LLC 0.13% Add +29.3% 9,736 $347K
Triad Wealth Partners, LLC 0.04% Add +19.1% 9,051 $323K
Lazari Capital Management, Inc. 0.11% Reduce -20.8% 9,021 $322K
Discipline Wealth Solutions, LLC 0.08% New 8,826 $315K
TCFG Wealth Management, LLC 0.12% Reduce -17.1% 8,645 $309K
Sutton Place Investors LLC 0.18% Add +0.1% 8,621 $308K
GEN Financial Management, INC. 0.25% Reduce -13.1% 8,278 $295K
CIBC Private Wealth Group LLC 0.00% Add +31.9% 7,747 $276K
SYM FINANCIAL Corp 0.03% No change 7,667 $274K
Tyche Wealth Partners LLC 0.05% New 7,571 $270K
SwitchPoint Financial Planning, LLC 0.19% No change 7,453 $266K
Advyzon Investment Management, LLC 0.04% Reduce -0.2% 7,334 $262K
M Wealth Management, LLC 0.22% No change 6,935 $248K
New Dimensions Wealth Management, LLC 0.21% No change 6,868 $245K
Comerica Bank 0.00% Reduce -0.3% 6,838 $244K
Choreo, LLC 0.00% New 6,689 $239K
Rockwood Wealth Management, LLC 0.02% No change 6,654 $237K
Wescott Financial Advisory Group, LLC 0.02% Add +0.5% 6,479 $231K
Family CFO Inc 0.10% No change 6,297 $225K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.0% 6,294 $225K
Wealthstream Advisors, Inc. 0.03% Add +0.1% 6,291 $225K
Morton Capital Management LLC 0.04% No change 6,289 $224K
Berger Financial Group, Inc 0.01% New 5,956 $213K
Kondo Wealth Advisors, Inc. 0.09% New 5,947 $212K
Ieq Capital, LLC 0.00% New 5,873 $210K
GTS Securities LLC 0.01% Reduce -48.3% 5,751 $205K
Cardinal Point Capital Management ULC 0.01% Reduce -10.8% 5,685 $201K
Versant Capital Management, Inc 0.03% Reduce -0.1% 5,605 $200K
Glen Eagle Advisors, LLC 0.03% No change 5,250 $187K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 6,060 $176K
Atlantic Union Bankshares Corp 0.00% Add +67.0% 4,870 $174K
Elevation Wealth Partners, LLC 0.06% New 4,834 $173K
IFP Advisors, Inc 0.00% Add +131.8% 4,319 $154K
Pillar Financial Advisors, LLC 0.09% No change 4,109 $147K
McIlrath & Eck, LLC 0.01% Add +1.3% 3,819 $136K
UBS Group AG 0.00% New 3,727 $133K
Kathleen S. Wright Associates Inc. 0.05% No change 3,600 $128K
Wells Fargo & Company 0.00% Add +6.6% 3,260 $116K
DecisionPoint Financial, LLC 0.02% Add +34.3% 2,952 $106K
Beaird Harris Wealth Management, LLC 0.01% No change 2,890 $103K
Cloud Capital Management, LLC 0.05% New 2,514 $89K
Medallion Wealth Advisors, LLC 0.03% Add +3.6% 2,368 $85K
Harbor Asset Planning, Inc. 0.05% Add +0.5% 1,698 $61K
AdvisorNet Financial, Inc 0.00% New 1,643 $59K
Morton Brown Family Wealth, LLC 0.02% No change 1,581 $56K
Strategic Wealth Partners, Ltd. 0.00% Add +5092.6% 1,402 $50K
Valued Wealth Advisors LLC 0.02% Reduce -3.1% 1,322 $47K
Fifth Third Bancorp 0.00% No change 1,257 $45K
AE Wealth Management LLC 0.00% New 1,252 $45K
WealthShield Partners, LLC 0.00% Add +0.5% 1,198 $43K
Advisory Services Network, LLC 0.00% New 1,192 $43K
Parkside Financial Bank & Trust 0.00% No change 1,100 $39K
Rockefeller Capital Management L.P. 0.00% New 1,030 $37K
Root Financial Partners, LLC 0.00% New 760 $27K
Millstone Evans Group, LLC 0.01% Reduce -43.4% 627 $22K
FMR LLC 0.00% Reduce -67.6% 602 $21K
TruNorth Capital Management, LLC 0.00% No change 580 $21K
Providence Capital Advisors, LLC 0.00% No change 517 $18K
Prudent Man Investment Management, Inc. 0.01% No change 643 $17K
Hollencrest Capital Management 0.00% New 425 $15K
TrinityBridge Ltd 0.00% No change 410 $15K
Operose Advisors LLC 0.00% New 384 $14K
Steward Partners Investment Advisory, LLC 0.00% Add +91.0% 382 $14K
HHM Wealth Advisors, LLC 0.00% New 367 $13K
Assetmark, Inc. 0.00% New 323 $12K
Global Retirement Partners, LLC 0.00% No change 280 $10K
Larson Financial Group LLC 0.00% New 200 $7K
Running Point Capital Advisors, LLC 0.00% New 199 $7K
JDM Financial Group LLC 0.00% No change 129 $5K
Harbour Investments, Inc. 0.00% Reduce -32.5% 112 $4K
Hara Capital LLC 0.00% Reduce -68.8% 100 $4K
True Wealth Design, LLC 0.00% New 89 $3K
Aspect Partners, LLC 0.00% No change 85 $3K
Rossby Financial, LCC 0.00% New 42 $2K
Concord Wealth Partners 0.00% Add +2.9% 36 $1K
Integrity Financial Corp 0.00% No change 34 $1K
Principal Securities, Inc. 0.00% New 27 $964
MAI Capital Management 0.00% New 8 $286

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