DIMENSIONAL INTERNATIONAL SM DISV
$40.76
+1.1% 52w: $30.78 – $42.55
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data30.7836.6642.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
452
+30 QoQ
13F value
$3.58B
+6.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns DISV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 13.9M | $548.7M | 0.6% | +1.0% |
| MATHER GROUP, LLC. | Wealth advisor | 5.7M | $226.5M | 2.3% | -2.2% |
| Forum Financial Management, LP | Wealth advisor | 5.6M | $221.1M | 3.1% | -3.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 2.9M | $113.8M | 1.1% | +9.9% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 2.3M | $90.0M | 1.6% | +5.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.3M | $89.5M | 0.0% | +115.1% |
| Cerity Partners LLC | Diversified mechanical | 1.4M | $56.0M | 0.1% | +11.3% |
| Asset Dedication, LLC | Wealth advisor | 1.2M | $48.2M | 3.4% | -1.4% |
| NORTHERN TRUST CORP | Index provider | 1.2M | $47.0M | 0.0% | +2.1% |
| Evanson Asset Management, LLC | Wealth advisor | 1.2M | $46.8M | 2.5% | +3.8% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 1.2M | $46.2M | 1.4% | +33.7% |
| Corient Private Wealth LLC | Diversified mechanical | 1.1M | $41.8M | 0.1% | -51.3% |
| Savant Capital, LLC | Wealth advisor | 1.0M | $40.1M | 0.2% | +3.2% |
| HighTower Advisors, LLC | Diversified mechanical | 1.0M | $39.6M | 0.0% | -17.1% |
| JANE STREET GROUP, LLC | Market maker | 998.7K | $39.4M | 0.0% | +99.7% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 945.4K | $38.9M | 3.5% | -3.4% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 910.1K | $35.9M | 3.4% | +1.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 906.7K | $35.8M | 0.0% | +17.2% |
| Creative Planning | Wealth advisor | 881.3K | $34.8M | 0.0% | +1.3% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 838.3K | $34.6M | 8.1% | +1.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 807.2K | $31.8M | 0.0% | -1.2% |
| Premier Financial Group | Wealth advisor | 737.4K | $29.6M | 5.0% | +0.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 697.5K | $27.5M | 0.2% | +9.8% |
| Planning Center, Inc. | Wealth advisor | 688.5K | $27.2M | 2.8% | -6.0% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 646.7K | $25.5M | 2.7% | -2.0% |
| Integris Wealth Management, LLC | Wealth advisor | 629.4K | $24.8M | 5.7% | -2.2% |
| Index Fund Advisors, Inc. | Wealth advisor | 625.1K | $24.7M | 1.1% | +7.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 570.7K | $22.5M | 0.0% | +131.9% |
| NorthAvenue LLC | Wealth advisor | 544.8K | $21.5M | 17.1% | +0.1% |
| Baker Ellis Asset Management LLC | Other | 540.3K | $21.3M | 2.5% | +2.9% |
| Modera Wealth Management, LLC | Wealth advisor | 525.4K | $20.7M | 0.2% | +0.4% |
| Rather & Kittrell, Inc. | Wealth advisor | 515.7K | $20.3M | 3.1% | +0.9% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 514.6K | $20.3M | 1.4% | +5.7% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 510.3K | $20.1M | 0.1% | +2.8% |
| Financial Harvest, LLC | Wealth advisor | 500.4K | $19.7M | 11.6% | +3.6% |
| Smartleaf Asset Management LLC | Wealth advisor | 513.4K | $19.6M | 0.7% | +6.9% |
| Equita Financial Network, Inc. | Wealth advisor | 459.9K | $18.1M | 5.7% | -5.0% |
| Quantum Financial Advisors, LLC | Wealth advisor | 457.3K | $18.0M | 2.0% | -1.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 456.1K | $18.0M | 0.0% | +115.2% |
| Henrickson Nauta Wealth Advisors, Inc. | Wealth advisor | 453.4K | $17.9M | 5.0% | -47.7% |
| MB Generational Wealth, LLC | Wealth advisor | 440.8K | $17.4M | 9.6% | +1.1% |
| KEB ASSET MANAGEMENT, LLC | Wealth advisor | 426.4K | $16.8M | 3.2% | +3.7% |
| Shakespeare Wealth Management, LLC | Wealth advisor | 422.8K | $16.7M | 3.9% | -4.6% |
| LRI Investments, LLC | Wealth advisor | 418.6K | $16.5M | 1.5% | -1.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 414.2K | $16.4M | 0.0% | -32.9% |
| Miramar Fiduciary Corp | Wealth advisor | 408.6K | $16.1M | 13.2% | -13.1% |
| von Borstel & Associates, Inc. | Wealth advisor | 392.4K | $15.5M | 3.5% | -8.7% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 387.1K | $15.3M | 0.2% | +3.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 379.0K | $14.9M | 0.1% | -2.0% |
| Betterment LLC | Wealth advisor | 376.0K | $14.8M | 0.0% | +4.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.