Dimensional International SMDISVETF
13F holders, Q2 2026 (June 30)472holders +17
39new positions
21sold out
2famous investors
$40.20avg. 13F price*
At the end of Q2 2026, 472 institutions reported holding Dimensional International SM (DISV) in their 13F filings, up 17 from Q1 2026. 39 opened new positions and 21 sold out. The largest holders were Focus Partners Wealth ($538.3M), Forum Financial Management, LP ($226.5M) and Mather Group, Llc. ($209.1M). 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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $24.3M |
| Exits | 21 | $14.9M |
All 13F filers, Q1 2026 → Q2 2026: 9,775,583 shares bought and 2,489,115 shares sold, net +7,286,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 472 holders
| Focus Partners Wealth | 0.55% | Reduce -3.6% | 13,414,075 | $538.3M |
| Forum Financial Management, LP | 2.91% | Add +0.7% | 5,642,966 | $226.5M |
| Mather Group, Llc. | 1.82% | Reduce -9.3% | 5,210,680 | $209.1M |
| Focus Partners Advisor Solutions, LLC | 1.06% | Add +8.1% | 3,118,868 | $125.2M |
| Bank of America Corp. | 0.01% | Add +31.8% | 2,991,895 | $120.1M |
| Savant Capital, LLC | 0.32% | Add +158.8% | 2,629,312 | $109.5M |
| UBS Group AG | 0.02% | Add +7163.4% | 2,485,157 | $99.7M |
| Ritholtz Wealth Management | 1.43% | Add +4.5% | 2,385,040 | $95.7M |
| Cerity Partners LLC | 0.08% | Add +12.2% | 1,592,790 | $63.9M |
| Northern Trust Corp. | 0.01% | Add +10.6% | 1,318,379 | $52.9M |
| Evanson Financial, LLC | 2.38% | — | 1,210,764 | $48.6M |
| Asset Dedication, LLC | 3.06% | Reduce -0.9% | 1,210,491 | $48.6M |
| Corient Private Wealth LP | 0.06% | Reduce -3.8% | 1,018,423 | $40.9M |
| Monograph Wealth Advisors, LLC | 3.23% | Add +7.6% | 979,700 | $39.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.5% | 978,432 | $39.3M |
| Jackson Thornton Wealth Management, LLC | 3.04% | Add +1.4% | 958,337 | $38.5M |
| Great Oak Capital Partners, LLC | 7.67% | Add +4.0% | 871,449 | $35.5M |
| Creative Planning | 0.02% | Reduce -0.4% | 877,952 | $35.2M |
| Integrated Wealth Concepts LLC | 0.22% | Add +21.4% | 846,710 | $34.0M |
| Bank of Montreal | 0.01% | Add +2.8% | 829,638 | $33.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +44.4% | 823,817 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.1% | 815,545 | $32.7M |
| Jane Street Group, LLC | 0.02% | Reduce -21.3% | 786,039 | $31.5M |
| Premier Financial Group | 5.96% | Add +0.2% | 739,178 | $29.7M |
| Planning Center, Inc. | 2.64% | Add +1.3% | 697,483 | $28.0M |
| Index Fund Advisors, Inc. | 1.04% | Add +4.6% | 654,082 | $26.2M |
| DiNuzzo Private Wealth, Inc. | 2.55% | Reduce -0.7% | 641,920 | $25.8M |
| Integris Wealth Management, LLC | 5.08% | Reduce -0.4% | 626,662 | $25.1M |
| William Mack & Associates, Inc. | 8.33% | Add +58.0% | 588,902 | $23.6M |
| Modera Wealth Management, LLC | 0.25% | Add +11.8% | 587,313 | $23.6M |
| Earned Wealth Advisors, LLC | 1.40% | Add +5.0% | 540,473 | $21.7M |
| Baker Ellis Asset Management LLC | 2.25% | Reduce -0.1% | 539,546 | $21.7M |
| Rather & Kittrell, Inc. | 3.02% | Add +4.6% | 539,288 | $21.6M |
| NorthAvenue LLC | 15.39% | Reduce -1.7% | 535,354 | $21.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +4.6% | 533,748 | $21.4M |
| Financial Harvest, LLC | 8.81% | Add +6.1% | 531,085 | $21.3M |
| Smartleaf Asset Management LLC | 0.67% | No change | 513,430 | $20.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.7% | 491,240 | $19.7M |
| Equita Financial Network, Inc. | 5.39% | Add +5.2% | 483,741 | $19.4M |
| Quantum Financial Advisors, LLC | 1.91% | Add +5.4% | 482,001 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.4% | 461,410 | $18.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 4.58% | Add +3.4% | 468,855 | $18.8M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +18.5% | 449,274 | $18.0M |
| MB Generational Wealth, LLC | 8.75% | Add +0.8% | 444,342 | $17.8M |
| Shakespeare Wealth Management, LLC | 4.64% | Add +3.3% | 436,894 | $17.5M |
| Keb Asset Management, LLC | 2.76% | Reduce -0.2% | 425,660 | $17.1M |
| LRI Investments, LLC | 1.33% | Reduce -1.0% | 414,353 | $16.6M |
| von Borstel & Associates, Inc. | 3.38% | Add +4.7% | 410,932 | $16.5M |
| Betterment LLC | 0.03% | Add +7.3% | 403,545 | $16.2M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Reduce -0.1% | 386,882 | $15.5M |
| Assetmark, Inc. | 0.03% | Add +50106.7% | 383,077 | $15.4M |
| Seaside Wealth Management, Inc. | 3.69% | Add +0.8% | 372,300 | $14.9M |
| Cardiff Park Advisors, LLC | 1.15% | Add +6.4% | 369,260 | $14.8M |
| Parkwoods Wealth Partners, LLC | 2.37% | Add +13.8% | 367,558 | $14.8M |
| Hill Investment Group Partners, LLC | 1.43% | Reduce -1.6% | 350,535 | $14.1M |
| Miramar Fiduciary Corp | 13.40% | Reduce -17.3% | 337,798 | $13.6M |
| Park Avenue Securities LLC | 0.08% | Reduce -8.8% | 335,625 | $13.5M |
| Pathstone Holdings, LLC | 0.04% | Add +0.1% | 329,461 | $13.2M |
| AlphaCore Capital LLC | 0.24% | Reduce -0.9% | 321,370 | $12.9M |
| Sensible Money, LLC | 3.40% | Add +2.2% | 319,752 | $12.8M |
| Meritas Wealth Management, LLC | 4.99% | Add +9.6% | 318,207 | $12.8M |
| Krilogy Financial LLC | 0.37% | Reduce -4.5% | 314,038 | $12.6M |
| Exchange Traded Concepts, LLC | 0.06% | Add +4.0% | 311,960 | $12.5M |
| United Wealth Management, LLC | 2.81% | Reduce -0.3% | 310,662 | $12.5M |
| Guardian Wealth Management, LLC | 3.41% | Reduce -0.9% | 303,274 | $12.2M |
| Sterling Financial Planning, Inc. | 3.31% | Add +2.2% | 302,926 | $12.2M |
| Twin Cities Retirement Group LLC | 10.33% | Reduce -2.3% | 300,631 | $12.1M |
| Kilner Capital Advisors, LLC | 10.33% | Reduce -0.1% | 292,082 | $12.1M |
| Apella Capital, LLC | 0.17% | Add +4.6% | 290,554 | $11.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.64% | Reduce -0.5% | 290,048 | $11.6M |
| Dravo Bay LLC | 3.97% | Add +10.5% | 285,637 | $11.5M |
| Quadcap Wealth Management, LLC | 1.11% | Add +5.8% | 285,217 | $11.4M |
| Hassell Wealth Management, LLC | 3.44% | Add +1.5% | 276,356 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +47.6% | 279,311 | $11.2M |
| Physician Wealth Solutions Inc. | 4.20% | Reduce -2.9% | 276,090 | $11.1M |
| Summit Wealth & Retirement Planning, Inc. | 2.26% | Add +12.5% | 266,152 | $10.7M |
| Pacific Sage Partners, LLC | 1.49% | Add +4.1% | 261,382 | $10.5M |
| Integrity Advisory Solutions, LLC | 1.07% | Add +7.1% | 259,619 | $10.4M |
| Integrity Alliance, Llc. | 0.33% | Add +1.9% | 257,883 | $10.3M |
| Squire Investment Management Company, LLC | 2.47% | Add +4.0% | 255,262 | $10.2M |
| Financial Architects, LLC | 4.76% | Add +1.4% | 247,315 | $9.9M |
| Pinney & Scofield, Inc. | 4.81% | Add +0.4% | 245,067 | $9.8M |
| Farther Finance Advisors, LLC | 0.08% | Add +10.8% | 241,786 | $9.7M |
| Yardley Wealth Management LLC | 4.32% | Add +3.9% | 236,745 | $9.5M |
| Financial Symmetry Inc | 3.10% | Add +0.5% | 231,586 | $9.3M |
| Advisory Alpha, LLC | 0.22% | Add +6.9% | 227,732 | $9.1M |
| Fischer Investment Strategies, LLC | 4.36% | Reduce -6.2% | 227,493 | $9.1M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 226,926 | $9.1M |
| Greenline Partners, LLC | 0.92% | Reduce -0.1% | 226,207 | $9.1M |
| Private Wealth Management Group, LLC | 2.08% | Reduce -2.6% | 223,006 | $8.9M |
| Fiduciary Financial Advisors | 0.90% | Add +201.3% | 221,672 | $8.9M |
| Collective Family Office LLC | 1.81% | Add +1.6% | 221,000 | $8.9M |
| Shotwell Rutter Baer Inc | 4.77% | Reduce -3.5% | 216,654 | $8.7M |
| Sachem Hill LLC | 1.49% | Reduce -0.6% | 208,314 | $8.4M |
| 25 LLC | 2.20% | Add +3.3% | 200,601 | $8.1M |
| Aerodigm Wealth, LLC | 2.69% | Reduce -0.7% | 197,819 | $7.9M |
| Claris Advisors, LLC / Mo / | 2.07% | Reduce -2.2% | 197,686 | $7.9M |
| Chicago Partners Investment Group LLC | 0.16% | Add +7.0% | 191,428 | $7.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -26.1% | 195,542 | $7.8M |
| Eq Wealth Advisors, LLC | 4.25% | Reduce -4.0% | 192,541 | $7.7M |
| Sepio Capital, LP | 0.39% | Add +1.5% | 191,566 | $7.7M |
| IFG Advisory, LLC | 0.27% | Add +6653.6% | 190,046 | $7.6M |
| Astra Wealth Partners LLC | 4.21% | Add +3.2% | 188,187 | $7.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.5% | 186,805 | $7.5M |
| Wealth Advisors Northwest LLC | 2.48% | Add +3.5% | 181,154 | $7.3M |
| LPL Financial LLC | 0.00% | Add +30.8% | 178,048 | $7.1M |
| Lam Group, Inc. | 3.54% | Reduce -0.2% | 177,585 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | New | 175,555 | $7.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +15.8% | 172,368 | $6.9M |
| Wealthspire Advisors, LLC | 0.04% | Add +697.7% | 171,331 | $6.9M |
| Clarity Wealth Development LLC | 3.75% | Add +11.3% | 168,228 | $6.8M |
| BetterWealth, LLC | 1.18% | Reduce 0.0% | 165,836 | $6.7M |
| Merit Financial Group, LLC | 0.04% | Add +23.4% | 165,132 | $6.6M |
| Vistica Wealth Advisors, LLC | 5.70% | Add +4.1% | 164,283 | $6.6M |
| Longview Financial Advisors LLC | 3.23% | Add +2.2% | 163,131 | $6.5M |
| Abacus Wealth Partners, LLC | 0.69% | Reduce -37.5% | 162,777 | $6.5M |
| AQR Capital Management | 0.00% | Add +12.8% | 162,762 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.3% | 162,003 | $6.5M |
| Pure Financial Advisors, LLC | 0.08% | Add +12.1% | 160,378 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.8% | 157,900 | $6.3M |
| Seven Bridges Advisors LLC | 3.05% | — | 157,867 | $6.3M |
| Mills Wealth Advisors LLC | 1.99% | Add +3.1% | 157,525 | $6.3M |
| Foundation Wealth Management, LLC\PA | 1.90% | Add +8.6% | 156,627 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +7.7% | 154,140 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 153,382 | $6.2M |
| Foundry Financial LLC | 2.08% | Add +11.8% | 153,910 | $6.2M |
| BIP Wealth, LLC | 0.18% | Add +33.5% | 153,798 | $6.2M |
| Citadel Advisors | 0.00% | Add +152.4% | 153,020 | $6.1M |
| Avalon Capital Management | 1.41% | Add +0.4% | 148,758 | $6.0M |
| Sax Wealth Advisors, LLC | 0.24% | Add +1.4% | 147,795 | $5.8M |
| Abel Hall, LLC | 1.00% | Add +4.7% | 143,555 | $5.8M |
| BWM Planning, LLC | 1.33% | Add +1.5% | 142,532 | $5.7M |
| Liberty Wealth Management LLC | 0.70% | No change | 142,121 | $5.6M |
| Burk Holdings LLC | 2.05% | Add +1.7% | 137,883 | $5.5M |
| Avant Financial Advisors LLC | 3.35% | Add +1.0% | 133,997 | $5.4M |
| ShankerValleau Wealth Advisors, Inc. | 1.40% | Add +2.6% | 132,189 | $5.3M |
| Navigoe, LLC | 2.69% | Add +1.2% | 128,427 | $5.2M |
| Bridge Generations Wealth Management LLC | 2.61% | Add +2.2% | 127,787 | $5.1M |
| Vestia Personal Wealth Advisors | 2.00% | Add +29.1% | 127,725 | $5.1M |
| OneDigital Investment Advisors LLC | 0.04% | Add +14.1% | 124,514 | $5.0M |
| Visionary Wealth Advisors | 0.19% | Add +1.0% | 122,902 | $4.9M |
| HMV Wealth Advisors, LLC | 1.92% | Add +19.5% | 122,861 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | Add +1006.3% | 122,388 | $4.9M |
| Stifel Financial Corp. | 0.00% | Reduce -18.9% | 119,584 | $4.8M |
| Northwest Wealth Management, LLC | 0.63% | Reduce -3.9% | 119,092 | $4.8M |
| Sterling Wealth Management, Inc. | 1.18% | Add +1.0% | 118,388 | $4.8M |
| McLean Asset Management Corp | 0.62% | Add +13.2% | 111,493 | $4.7M |
| New England Private Wealth Advisors LLC | 0.45% | Add +78.5% | 113,040 | $4.7M |
| JDH Wealth Management, LLC | 2.85% | Reduce -0.5% | 116,833 | $4.7M |
| Good Harbor Advisors, Inc. | 4.54% | Reduce -1.0% | 115,777 | $4.6M |
| Navigate Wealth Management, LLC | 2.86% | Add +12.2% | 112,053 | $4.6M |
| Tillman Hartley LLC | 1.02% | Add +0.1% | 113,569 | $4.6M |
| Emprise Bank | 1.67% | Add +1.2% | 112,698 | $4.5M |
| Vestment Financial LLC | 1.97% | Reduce -0.2% | 108,272 | $4.4M |
| Karpus Management, Inc. | 0.12% | New | 105,610 | $4.2M |
| Kaufman Rossin Wealth, LLC | 1.99% | Add +2.5% | 103,394 | $4.2M |
| Aviance Capital Partners, LLC | 0.43% | Add +2.2% | 102,939 | $4.1M |
| Ruedi Wealth Management, Inc. | 0.96% | Add +0.7% | 101,599 | $4.1M |
| Master's Wealth Management Inc. | 1.21% | Add +15.8% | 100,277 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.2% | 99,824 | $4.0M |
| Spire Wealth Management | 0.12% | Add +1.1% | 99,524 | $4.0M |
| Quantinno Capital Management LP | 0.00% | Add +30.4% | 98,940 | $4.0M |
| Bayshore Asset Management, LLC | 1.41% | Add +5.1% | 98,433 | $4.0M |
| M Holdings Securities, Inc. | 0.54% | Reduce -7.7% | 97,309 | $3.9M |
| Arax Advisory Partners | 0.03% | Add +3.0% | 97,619 | $3.9M |
| Golden Bell Financial Planning LLC | 2.82% | Add +7.7% | 95,526 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +201.6% | 94,714 | $3.8M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.3% | 93,172 | $3.7M |
| Gradient Capital Advisors, LLC | 0.85% | Add +0.5% | 91,739 | $3.7M |
| Kane Co Wealth Management, Inc. | 2.69% | Add +0.1% | 88,308 | $3.5M |
| E6 Portfolios, LLC | 2.82% | Add +9.5% | 88,019 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 86,934 | $3.5M |
| Quarry Hill Advisors, LLC | 1.33% | Reduce -0.5% | 86,564 | $3.5M |
| Avior Wealth Management, LLC | 0.09% | Add +2.3% | 82,906 | $3.3M |
| Corus Family Wealth Advisors | 2.27% | Add +4.7% | 82,120 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +8.6% | 81,940 | $3.3M |
| CSP Financial Group, LLC | 2.76% | Add +13.6% | 80,764 | $3.2M |
| Morris Financial Concepts, Inc. | 0.99% | Reduce -3.5% | 80,413 | $3.2M |
| Vannoy Advisory Group, Inc. | 1.77% | Reduce -2.0% | 77,900 | $3.1M |
| RAM Investment Partners, LLC | 0.50% | Add +16.4% | 77,787 | $3.1M |
| Burton Enright Welch | 0.36% | Reduce -0.5% | 76,398 | $3.1M |
| Maryland Capital Advisors Inc. | 0.94% | — | 73,278 | $2.9M |
| Glass Jacobson Investment Advisors llc | 0.90% | Reduce -5.9% | 72,054 | $2.9M |
| Andrews, Lucia Wealth Management LLC | 1.51% | Add +2.4% | 71,731 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.6% | 70,853 | $2.8M |
| Brady Martz Wealth Solutions, LLC | 0.43% | Add +0.0% | 70,238 | $2.8M |
| Rialto Wealth Management, LLC | 0.55% | Reduce -6.5% | 69,324 | $2.8M |
| Mraz, Amerine & Associates, Inc. | 0.39% | No change | 68,552 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.1% | 65,697 | $2.6M |
| XY Planning Network, Inc. | 0.32% | Reduce -0.3% | 63,353 | $2.5M |
| Aurelius Family Office LLC | 1.00% | Reduce -1.0% | 63,187 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +250.7% | 62,789 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -17.7% | 62,288 | $2.5M |
| Faithward Advisors, LLC | 0.28% | Add +102.7% | 58,080 | $2.3M |
| Dopkins Wealth Management, LLC | 0.84% | Add +1.4% | 57,442 | $2.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.44% | Reduce -0.6% | 57,437 | $2.3M |
| Trailhead Planners LLC | 2.21% | Reduce -15.5% | 56,949 | $2.3M |
| AA Financial Advisors, LLC | 0.27% | Reduce -5.1% | 56,942 | $2.3M |
| Strategic Investment Solutions, Inc. | 0.52% | Add +32.8% | 56,651 | $2.3M |
| Liberty Capital Management, Inc. | 0.38% | — | 55,398 | $2.2M |
| Ferguson Johnson Wealth Management Inc | 1.56% | Add +10.2% | 53,460 | $2.1M |
| Acorn Wealth Advisors, LLC | 0.50% | Add +10.8% | 50,963 | $2.0M |
| Cambridge Financial Group, LLC | 0.64% | Reduce -13.6% | 50,664 | $2.0M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.59% | Add +5.8% | 50,414 | $2.0M |
| Fig Financial Advisory Services Inc. | 1.18% | New | 50,205 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +31.4% | 49,268 | $2.0M |
| Clear Creek Financial Management, LLC | 0.13% | Add +4.2% | 48,849 | $2.0M |
| Koenig Investment Advisory, LLC | 1.51% | Add +1.5% | 48,452 | $1.9M |
| Phillips Financial Management, LLC | 0.14% | Add +3.0% | 48,432 | $1.9M |
| Fortitude Family Office, LLC | 0.38% | Reduce -3.3% | 48,313 | $1.9M |
| RTD Financial Advisors, Inc. | 0.21% | Add +70.6% | 47,068 | $1.9M |
| Cogent Strategic Wealth LLC | 1.79% | Reduce -10.9% | 46,724 | $1.9M |
| Midwest Trust Co | 0.02% | Reduce -2.9% | 46,305 | $1.9M |
| Triumph Capital Management | 0.33% | Add +10.1% | 45,750 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 45,639 | $1.8M |
| Nalls Sherbakoff Group, LLC | 1.29% | Reduce -1.3% | 45,230 | $1.8M |
| Matisse Capital | 0.71% | No change | 44,100 | $1.8M |
| Nwam LLC | 0.09% | Add +1.4% | 44,061 | $1.8M |
| PW Advisors, LLC \ FL | 1.16% | Reduce -3.1% | 43,284 | $1.7M |
| Legacy Financial Advisors, Inc. | 0.21% | Add +3.3% | 43,156 | $1.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.17% | No change | 42,935 | $1.7M |
| Benson Investment Management Company, Inc. | 9.79% | No change | 42,645 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.21% | Reduce -1.1% | 42,308 | $1.7M |
| Shearwater Capital LLC | 0.80% | Add +35.5% | 41,969 | $1.7M |
| Longview Financial Advisors, Inc. | 0.98% | Add +0.0% | 41,826 | $1.7M |
| Peirce Capital Management, LLC | 0.61% | Reduce -9.3% | 41,320 | $1.7M |
| Three Arch Wealth Management LLC | 0.25% | Reduce -0.7% | 40,740 | $1.6M |
| Mission Wealth Management, LP | 0.02% | Add +30.2% | 40,563 | $1.6M |
| Tortoise Investment Management, LLC | 0.12% | Add +1.5% | 39,525 | $1.6M |
| Veratis Advisors, Inc. | 1.11% | — | 39,249 | $1.6M |
| Stratos Investment Management, LLC | 0.06% | Add +0.3% | 38,805 | $1.6M |
| RB Capital Management, LLC | 0.32% | Add +42.0% | 38,706 | $1.6M |
| Curio Wealth, LLC | 0.47% | Reduce -3.2% | 37,934 | $1.5M |
| Nautilus Advisors LLC | 0.90% | Add +9.2% | 37,141 | $1.5M |
| McGrath & Associates, Inc. | 1.94% | Add +5.5% | 37,051 | $1.5M |
| Factor Wealth Management LTD | 0.22% | Add +0.1% | 36,435 | $1.5M |
| Prosperity Planning, Inc. | 0.46% | Reduce -10.7% | 36,089 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.80% | Reduce -10.6% | 35,225 | $1.4M |
| Citigroup Inc. | 0.00% | Add +26.3% | 35,155 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +2.3% | 34,920 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | Add +0.5% | 34,852 | $1.4M |
| CSS LLC | 0.19% | No change | 34,851 | $1.4M |
| Choreo, LLC | 0.02% | Add +31.0% | 34,251 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -10.1% | 33,851 | $1.4M |
| Rf&l Wealth Management, LLC | 0.92% | Reduce -1.0% | 33,735 | $1.4M |
| Oceanside Advisors LLC | 0.67% | Add +0.8% | 33,285 | $1.3M |
| Titleist Asset Management, LLC | 0.09% | Add +17.8% | 33,027 | $1.3M |
| HBE Wealth Management, LLC | 0.93% | Add +11.1% | 32,320 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -73.2% | 31,897 | $1.3M |
| Altiora Financial Group, LLC | 0.20% | Add +1.5% | 31,617 | $1.3M |
| Allegiance Financial Group Advisory Services LLC | 0.21% | Add +0.8% | 30,836 | $1.2M |
| Two West Capital Advisors LLC | 0.61% | Reduce -1.3% | 29,925 | $1.2M |
| Approach Retirement Advisors, LLC | 0.88% | Add +2.7% | 30,213 | $1.2M |
| Rasp Wealth Solutions, LLC | 0.40% | — | 29,614 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 29,613 | $1.2M |
| Keyvantage Wealth, LLC | 0.44% | Reduce -30.6% | 29,169 | $1.2M |
| BDFS Capital LLC | 0.51% | Add +12.3% | 29,168 | $1.2M |
| GTS Securities LLC | 0.02% | Add +20.6% | 28,517 | $1.1M |
| Level Four Advisory Services, LLC | 0.03% | New | 28,454 | $1.1M |
| CarsonAllaria Wealth Management, Ltd. | 0.49% | Add +3.4% | 28,444 | $1.1M |
| Hudson Oak Wealth Advisory LLC | 0.86% | Add +0.3% | 27,898 | $1.1M |
| Hilltop Holdings Inc. | 0.09% | Add +1.3% | 27,241 | $1.1M |
| Porter White Investment Advisors, Inc. | 0.42% | Add +1.4% | 27,214 | $1.1M |
| Ballast Financial Advisors LLC | 0.96% | Reduce -0.4% | 26,405 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.3% | 25,719 | $1.0M |
| Daner Wealth Management, LLC | 0.56% | Add +16.0% | 23,357 | $1.0M |
| Journey Beyond Wealth, LLC | 0.80% | Add +1.9% | 25,473 | $1.0M |
| Capstone Wealth Management, LLC | 0.47% | Reduce -1.9% | 25,199 | $1.0M |
| Sanctuary Advisors, LLC | 0.00% | Add +16.4% | 25,175 | $1.0M |
| ATLas Financial Planning LLC | 0.81% | Add +13.0% | 24,764 | $994K |
| Vantage Point Financial LLC | 0.29% | Add +31.7% | 23,765 | $954K |
| Oath Planning, LLC | 0.70% | Add +1.0% | 23,533 | $944K |
| RCS Financial Planning, LLC | 0.45% | Reduce -3.0% | 23,502 | $943K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +23.2% | 23,240 | $933K |
| Generations Wealth, LLC | 0.88% | Add +8.7% | 23,217 | $932K |
| Greenspring Advisors, LLC | 0.05% | Add +5.7% | 23,148 | $929K |
| Outbound Financial Inc | 0.60% | Reduce -5.5% | 22,950 | $921K |
| Friday Financial | 0.24% | Reduce 0.0% | 22,079 | $902K |
| Summit Financial, LLC | 0.01% | Add +0.6% | 22,311 | $895K |
| Mission Hills Financial Advisory, LLC | 0.39% | New | 22,278 | $894K |
| C M Bidwell & Associates Ltd. | 0.36% | No change | 22,114 | $887K |
| Wells Fargo & Company | 0.00% | Add +256.5% | 21,966 | $881K |
| Tru Independence Asset Management 2, LLC | 0.47% | Reduce -36.9% | 21,561 | $865K |
| Studio Investment Management LLC | 0.14% | Add +41.3% | 21,289 | $854K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -0.4% | 20,664 | $829K |
| Poinciana Advisors Group, LLC | 0.61% | No change | 20,580 | $826K |
| Signaturefd, LLC | 0.01% | Add +20.7% | 20,514 | $823K |
| UMB Bank, n.a. | 0.01% | Reduce -13.3% | 20,000 | $803K |
| Sei Investments Co. | 0.00% | Add +19.0% | 19,837 | $796K |
| CogentBlue Wealth Advisors, LLC | 0.46% | No change | 19,821 | $795K |
| Tandemgrowth Financial Advisors LLC | 0.65% | Reduce -1.4% | 19,818 | $795K |
| Passive Capital Management, LLC. | 0.25% | Reduce -4.3% | 20,881 | $793K |
| Red Lighthouse Investment Management, LLC | 0.24% | No change | 19,749 | $793K |
| Savvy Advisors, Inc. | 0.02% | Add +58.5% | 19,396 | $778K |
| Firethorn Wealth Partners, LLC | 0.25% | Reduce -3.6% | 19,364 | $777K |
| SageView Advisory Group, LLC | 0.03% | Reduce -5.9% | 19,179 | $770K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.7% | 19,178 | $770K |
| Brookstone Capital Management | 0.01% | Add +16.6% | 18,539 | $744K |
| Atlantic Union Bankshares Corp | 0.01% | Add +4.4% | 18,448 | $740K |
| Bedel Financial Consulting, Inc. | 0.07% | Reduce -0.5% | 18,052 | $724K |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 17,706 | $711K |
| Parkshore Wealth Management, Inc. | 0.20% | Reduce -0.2% | 17,690 | $710K |
| Mullaney, Keating & Wright, Inc. | 0.34% | Add +0.7% | 17,556 | $705K |
| Cherry Tree Wealth Management, LLC | 0.13% | Add +4.1% | 17,518 | $703K |
| Freedom Day Solutions, LLC | 0.15% | Add +193.9% | 17,376 | $697K |
| Austin Asset Management Co Inc | 0.10% | Add +7.2% | 17,283 | $694K |
| DBK Financial Counsel, LLC | 0.58% | Reduce -4.5% | 17,192 | $690K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.0% | 17,119 | $687K |
| Apollon Wealth Management, LLC | 0.01% | New | 17,098 | $686K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +17.6% | 17,001 | $682K |
| Natixis Advisors, LLC | 0.00% | Add +41.0% | 16,968 | $680K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.6% | 16,917 | $679K |
| Tyche Wealth Partners LLC | 0.10% | No change | 16,899 | $678K |
| Vise Technologies, Inc. | 0.01% | New | 16,829 | $675K |
| Abacus Planning Group, Inc. | 0.08% | Add +0.9% | 16,498 | $662K |
| Triad Wealth Partners, LLC | 0.04% | Add +36.9% | 15,274 | $651K |
| EP Wealth Advisors, LLC | 0.00% | Add +45.2% | 16,045 | $644K |
| Cogent Private Wealth, Inc. | 0.40% | No change | 15,852 | $636K |
| Hanover Advisors Inc. | 0.22% | No change | 15,534 | $623K |
| Diversify Advisory Services, LLC | 0.01% | New | 14,509 | $605K |
| Diversify Wealth Management, LLC | 0.01% | New | 14,509 | $605K |
| Verus Financial Partners, Inc. | 0.05% | Add +1.5% | 15,024 | $603K |
| Mattern Wealth Management LLC | 0.10% | New | 15,000 | $602K |
| BluePrint Investing LLC | 0.50% | No change | 14,914 | $598K |
| Axxcess Wealth Management, LLC | 0.01% | New | 14,844 | $596K |
| Riverchase Wealth Management, LLC | 0.28% | Add +0.2% | 14,755 | $592K |
| Breakwater Capital Group | 0.07% | Add +4.7% | 14,595 | $586K |
| Xcelsior Advisor Partners LLC | 0.08% | Reduce -0.6% | 14,550 | $584K |
| Timonier Family Office, LTD. | 0.16% | — | 14,364 | $576K |
| 3 Factor Indexing, LLC | 0.47% | No change | 13,794 | $554K |
| Global Financial Private Client, LLC | 0.15% | Add +73.2% | 13,711 | $550K |
| Great Point Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 13,703 | $550K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +61.2% | 13,699 | $550K |
| Fortis Capital Management LLC | 0.06% | Add +1.3% | 13,570 | $545K |
| SC&H Financial Advisors, Inc. | 0.07% | No change | 13,497 | $542K |
| Del-Sette Capital Management, LLC | 0.32% | Reduce -2.7% | 13,485 | $541K |
| Platform Wealth Management, LLC | 0.20% | — | 13,430 | $539K |
| Disciplined Investments, LLC | 0.17% | Reduce -0.2% | 13,357 | $536K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,974 | $521K |
| Clarity Capital Advisors, LLC | 0.21% | Add +1.5% | 12,748 | $512K |
| Aptus Capital Advisors, LLC | 0.00% | Add +97.5% | 12,522 | $503K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +24.2% | 12,290 | $493K |
| ARK & TLK Investments, LLC | 0.12% | Add +0.1% | 12,289 | $493K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +42.1% | 12,279 | $493K |
| Accurate Wealth Management, LLC | 0.05% | Add +0.7% | 11,950 | $489K |
| Torren Management, LLC | 0.25% | Reduce -0.5% | 12,081 | $485K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.4% | 12,078 | $485K |
| FMR LLC | 0.00% | Add +25.6% | 12,044 | $483K |
| US Bancorp \de | 0.00% | No change | 11,875 | $477K |
| Gibson Capital, LLC | 0.08% | No change | 11,637 | $467K |
| Belleair Asset Management, LLC | 0.39% | Add +0.1% | 11,616 | $466K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -7.9% | 11,582 | $465K |
| Frankly Finances, LLC | 0.37% | No change | 11,542 | $463K |
| Aegis Wealth Management LLC | 0.22% | Reduce -2.1% | 11,524 | $462K |
| Maripau Wealth Management LLC | 0.16% | Add +35.7% | 11,397 | $457K |
| Entelevest, LLC | 0.40% | Add +13.5% | 11,350 | $455K |
| SmartHarvest Portfolios, LLC | 0.14% | No change | 10,512 | $422K |
| Captrust Financial Advisors | 0.00% | No change | 10,383 | $417K |
| Selective Wealth Management, Inc. | 0.11% | Add +27.6% | 9,861 | $406K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Reduce -9.1% | 10,051 | $403K |
| Composition Wealth, LLC | 0.00% | New | 10,037 | $403K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -3.8% | 10,015 | $402K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -4.0% | 9,781 | $393K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.0% | 9,667 | $388K |
| Higgins & Schmidt Wealth Strategies LLC | 0.16% | Reduce -4.8% | 9,469 | $380K |
| Shepherd Financial Partners LLC | 0.03% | New | 9,181 | $368K |
| Root Financial Partners, LLC | 0.01% | Add +31.5% | 9,152 | $367K |
| BlackRock, Inc. | 0.00% | Add +16.9% | 9,040 | $363K |
| Sutton Place Investors LLC | 0.17% | Add +0.8% | 8,995 | $361K |
| Venture Visionary Partners LLC | 0.01% | New | 8,961 | $360K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 9,000 | $355K |
| TCFG Investment Advisors, LLC | 0.12% | Add +9.2% | 8,727 | $350K |
| Lazari Capital Management, Inc. | 0.10% | Add +2.5% | 8,034 | $322K |
| GeoWealth Management, LLC | 0.01% | Add +13.3% | 8,013 | $322K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +119.8% | 7,990 | $321K |
| Harbour Investments, Inc. | 0.00% | Add +8.3% | 7,807 | $313K |
| CIBC Bancorp USA Inc. | 0.00% | Add +1.3% | 7,709 | $309K |
| Signal Advisors Wealth, LLC | 0.02% | New | 7,558 | $303K |
| Strathmore Capital Advisors, Inc. | 0.08% | Add +13.2% | 7,239 | $299K |
| SwitchPoint Financial Planning, LLC | 0.17% | No change | 7,453 | $299K |
| Benjamin Edwards Inc. | 0.00% | New | 7,403 | $297K |
| SYM FINANCIAL Corp | 0.02% | No change | 7,314 | $294K |
| M Wealth Management, LLC | 0.22% | No change | 6,935 | $278K |
| Ponta Wealth Partners, LLC | 0.15% | Add +5.4% | 6,887 | $276K |
| New Dimensions Wealth Management, LLC | 0.21% | No change | 6,868 | $276K |
| Nuveen, LLC | 0.00% | New | 6,682 | $268K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 6,654 | $267K |
| Morton Capital Management LLC | 0.04% | Add +4.5% | 6,574 | $264K |
| Family Manage LLC | 0.03% | Reduce -61.7% | 6,433 | $258K |
| Pacific Asset Management, LLC | 0.12% | New | 6,303 | $253K |
| Family CFO Inc | 0.10% | No change | 6,297 | $253K |
| Cloud Capital Management, LLC | 0.09% | Add +8.8% | 6,304 | $252K |
| Lauterbach Financial Advisors, LLC | 0.11% | Reduce -1.6% | 6,223 | $250K |
| Wescott Financial Advisory Group, LLC | 0.02% | Add +1.5% | 6,195 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.3% | 6,191 | $248K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +14.2% | 6,122 | $246K |
| Kondo Wealth Advisors, Inc. | 0.08% | Add +0.5% | 5,695 | $229K |
| Clearstead Advisors, LLC | 0.00% | Reduce -21.3% | 5,694 | $229K |
| LJI Wealth Management, LLC | 0.03% | Reduce -26.8% | 5,690 | $228K |
| Creative Financial Designs Inc. | 0.01% | New | 5,650 | $227K |
| Baker Tilly Wealth Management, LLC | 0.05% | New | 5,642 | $226K |
| Mutual Advisors, LLC | 0.00% | Reduce -8.9% | 5,585 | $224K |
| Insigneo Advisory Services, LLC | 0.01% | New | 5,582 | $224K |
| Tranquility Partners, LLC | 0.07% | New | 5,422 | $218K |
| Stolz & Associates, PS | 0.14% | No change | 5,410 | $217K |
| HUB Investment Partners, LLC | 0.00% | New | 5,368 | $215K |
| Ieq Capital, LLC | 0.00% | No change | 5,260 | $211K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 5,250 | $211K |
| Concord Wealth Partners | 0.02% | New | 5,227 | $210K |
| Valued Wealth Advisors LLC | 0.07% | Add +262.1% | 5,128 | $206K |
| Elevation Wealth Partners, LLC | 0.06% | Add +1.3% | 5,127 | $206K |
| Frazier Financial Advisors, LLC | 0.10% | Reduce -1.4% | 5,124 | $206K |
| Vista Capital Partners, Inc. | 0.02% | New | 5,115 | $205K |
| Oakwell Private Wealth Management, LLC | 0.03% | New | 5,090 | $204K |
| Versant Capital Management, Inc | 0.02% | Add +1.0% | 5,068 | $203K |
| IHT Wealth Management, LLC | 0.00% | New | 5,062 | $203K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,060 | $176K |
| Owl Creek Wealth Partners LLC | 0.05% | Add +12.7% | 4,145 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Add +176.7% | 3,727 | $150K |
| Pillar Financial Advisors, LLC | 0.08% | No change | 3,680 | $148K |
| DecisionPoint Financial, LLC | 0.03% | Add +1.5% | 3,642 | $147K |
| IFP Advisors, Inc | 0.00% | Reduce -21.5% | 3,316 | $133K |
| Cary Street Partners Financial LLC | 0.00% | New | 3,239 | $130K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $120K |
| Rachor Investment Advisory Services, LLC | 0.06% | Add +18.8% | 2,783 | $112K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.7% | 2,716 | $109K |
| Innovative Asset Advisors Group, LLC | 0.04% | Reduce -17.7% | 2,437 | $98K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 2,292 | $92K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 2,151 | $86K |
| Bessemer Group Inc. | 0.00% | New | 2,141 | $86K |
| AE Wealth Management LLC | 0.00% | Reduce -77.0% | 2,081 | $84K |
| Morton Brown Family Wealth, LLC | 0.02% | Add +15.6% | 2,052 | $82K |
| Fifth Third Bancorp | 0.00% | Reduce -8.2% | 1,879 | $75K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,786 | $72K |
| Harbor Asset Planning, Inc. | 0.05% | Add +1.5% | 1,735 | $70K |
| American Capital Advisory, LLC | 0.02% | No change | 1,654 | $66K |
| RHL Group, LLC | 0.04% | Add +7.0% | 1,301 | $52K |
| Bard Associates Inc. | 0.01% | New | 1,255 | $50K |
| Ares Financial Consulting, LLC | 0.03% | Add +1.2% | 1,161 | $47K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,100 | $44K |
| CENTRAL TRUST Co | 0.00% | New | 1,087 | $44K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -0.1% | 1,040 | $42K |
| Global Retirement Partners, LLC | 0.00% | — | 916 | $37K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.6% | 912 | $37K |
| Timmons Wealth Management, LLC | 0.02% | Add +3.2% | 810 | $33K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 838 | $32K |
| Rogco, LP | 0.01% | No change | 775 | $31K |
| Millstone Evans Group, LLC | 0.02% | Add +4.2% | 763 | $31K |
| Acumen Wealth Advisors, LLC | 0.01% | New | 721 | $29K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 709 | $28K |
| Capital Analysts, LLC | 0.00% | New | 657 | $26K |
| Horizon Financial Services, LLC | 0.01% | No change | 642 | $26K |
| Whittier Trust Co. | 0.00% | No change | 531 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 517 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 425 | $17K |
| Topsail Wealth Management, LLC | 0.00% | Add +4.8% | 415 | $17K |
| Operose Advisors LLC | 0.00% | Reduce -9.9% | 384 | $15K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 353 | $14K |
| Hara Capital LLC | 0.01% | No change | 346 | $14K |
| Rossby Financial, LCC | 0.00% | Add +11.5% | 329 | $13K |
| Cornerstone Financial Management LLC | 0.01% | New | 300 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.1% | 253 | $10K |
| Lodestone Wealth Management LLC | 0.00% | Add +1.5% | 209 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 181 | $7K |
| CX Institutional | 0.00% | New | 150 | $6K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 101 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 85 | $3K |
| Vanguard Advisers Inc. | 0.00% | No change | 62 | $2K |
| Integrity Financial Corp | 0.00% | No change | 34 | $1K |
| Sankala Group LLC | 0.00% | Add +100.0% | 20 | $920 |
| St Germain D J Co. Inc. | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is DISV's weight in each manager's 13F, not the share of Dimensional International SM the manager owns.