DIMENSIONAL INTERNATIONAL SM (DISV) Institutional Ownership Changes & 13F Activity

DIMENSIONAL INTERNATIONAL SM (DISV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mercer Global Advisors Inc, Jane Street Group, Llc, Ifg Advisory, Llc, and Cerity Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+685+4.1%17,518$703.00KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+149,160+21.4%846,710$33.98MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+92,390+152.4%153,020$6.14MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+300300$12.04KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-40,355-3.8%1,018,423$40.87MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-72-0.3%25,719$1.04MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+253,103+44.3%823,817$33.06MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+70,252+18.5%449,274$18.03MQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+11,445+42.0%38,706$1.55MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+17,326+12.1%160,378$6.44MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+722,218+31.8%2,991,895$120.06MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-212,707-21.3%786,039$31.54MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+187,232+6653.6%190,046$7.63MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+173,472+12.2%1,592,790$63.92MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+147,339+200.3%220,902$8.86MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+111,325+1006.3%122,388$4.91MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+105,610105,610$4.24MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+90,071+47.6%279,311$11.21MQ2 2026Aug 14, 2026
Monograph Wealth Advisors, LlcBuy+69,562+7.6%979,700$39.32MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+44,884+250.7%62,789$2.52MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+35,147+7.7%491,240$19.71MQ2 2026Aug 14, 2026
Betterment LlcBuy+27,548+7.3%403,545$16.19MQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcBuy+25,842+5.0%540,473$21.69MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+22,27822,278$894.03KQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+22,084+6.4%369,260$14.82MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+18,459+12.8%162,762$6.53MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+15,805+256.5%21,966$881.50KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+12,97412,974$520.65KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,069+7.7%154,140$6.22MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-10,847-6.3%162,003$6.50MQ2 2026Aug 14, 2026
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Frequently asked questions about DISV activity

  • Which institutional owners are buying DISV?

    Institutional owners buying DISV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DISV activity?

    "Buy" means an investor increased their reported position in DISV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL INTERNATIONAL SM (DISV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DISV increasing?

    Institutional interest in DISV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.