DIMENSIONAL INTERNATIONAL SM (DISV) Institutional Shareholders
DIMENSIONAL INTERNATIONAL SM (DISV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.55B in DISV holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DISV tracked by InsiderSet, reporting ownership valued at approximately $548.75M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $597.86M, representing an estimated gain of +8.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed DISV value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Forum Financial Management, Lp, Mather Group, Llc., and several other long-term asset managers with concentrated positions in DIMENSIONAL INTERNATIONAL SM (DISV).
This page ranks the largest institutional DISV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
461
Total Reported Value
$3.55B
Largest Holder
Focus Partners Wealth
Largest Position
$548.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.61% | 13,913,450 | $548,746,478 | $597,860,947 | +$49,114,469 | +8.95% | |
| Forum Financial Management, Lp | 2.91% | 5,642,966 | $226,452,220 | $242,478,249 | +$16,026,029 | +7.08% | |
| Mather Group, Llc. | 1.82% | 5,210,680 | $209,104,572 | $223,902,920 | +$14,798,348 | +7.08% | |
| Focus Partners Advisor Solutions, Llc | 1.15% | 2,884,886 | $113,756,876 | $123,963,551 | +$10,206,675 | +8.97% | |
| Ritholtz Wealth Management | 1.56% | 2,281,524 | $89,983,289 | $98,037,086 | +$8,053,797 | +8.95% | |
| Bank Of America Corp | 0.01% | 2,269,677 | $89,516,064 | $97,528,021 | +$8,011,957 | +8.95% | |
| Cerity Partners Llc | 0.08% | 1,419,318 | $55,977,962 | $60,988,094 | +$5,010,132 | +8.95% | |
| Asset Dedication, Llc | 3.06% | 1,210,491 | $48,577,006 | $52,014,798 | +$3,437,792 | +7.08% | |
| Northern Trust Corp | 0.01% | 1,191,761 | $47,003,054 | $51,209,970 | +$4,206,916 | +8.95% | |
| Evanson Asset Management, Llc | 2.51% | 1,186,477 | $46,794,661 | $50,982,917 | +$4,188,256 | +8.95% | |
| Exencial Wealth Advisors, Llc | 1.44% | 1,171,519 | $46,204,698 | $50,340,171 | +$4,135,473 | +8.95% | |
| Corient Private Wealth Llc | 0.06% | 1,058,778 | $41,758,181 | $45,495,691 | +$3,737,510 | +8.95% | |
| Savant Capital, Llc | 0.19% | 1,015,915 | $40,067,685 | $43,653,868 | +$3,586,183 | +8.95% | |
| Hightower Advisors, Llc | 0.04% | 1,003,422 | $39,574,983 | $43,117,043 | +$3,542,060 | +8.95% | |
| Jane Street Group, Llc | 0.04% | 998,746 | $39,390,542 | $42,916,116 | +$3,525,574 | +8.95% | |
| Jackson Thornton Wealth Management, Llc | 3.50% | 945,408 | $38,931,903 | $40,624,182 | +$1,692,279 | +4.35% | |
| Monograph Wealth Advisors, Llc | 3.40% | 910,138 | $35,895,836 | $39,108,630 | +$3,212,794 | +8.95% | |
| Great Oak Capital Partners, Llc | 7.67% | 871,449 | $35,494,108 | $37,446,164 | +$1,952,056 | +5.50% | |
| Creative Planning | 0.02% | 881,278 | $34,757,612 | $37,868,516 | +$3,110,904 | +8.95% | |
| Envestnet Asset Management Inc | 0.01% | 815,545 | $32,727,804 | $35,043,969 | +$2,316,165 | +7.08% | |
| Bank Of Montreal | 0.01% | 807,245 | $31,837,756 | $34,687,318 | +$2,849,562 | +8.95% | |
| Premier Financial Group | 5.04% | 737,427 | $29,600,309 | $31,687,238 | +$2,086,929 | +7.05% | |
| Planning Center, Inc. | 2.64% | 697,483 | $27,989,993 | $29,970,845 | +$1,980,852 | +7.08% | |
| Integrated Wealth Concepts Llc | 0.22% | 697,550 | $27,511,373 | $29,973,724 | +$2,462,351 | +8.95% | |
| Dinuzzo Private Wealth, Inc. | 2.55% | 641,920 | $25,760,264 | $27,583,302 | +$1,823,038 | +7.08% | |
| Integris Wealth Management, Llc | 5.08% | 626,662 | $25,147,942 | $26,927,666 | +$1,779,724 | +7.08% | |
| Index Fund Advisors, Inc. | 1.11% | 625,098 | $24,653,847 | $26,860,461 | +$2,206,614 | +8.95% | |
| William Mack & Associates, Inc. | 8.33% | 588,902 | $23,632,658 | $25,305,119 | +$1,672,461 | +7.08% | |
| Modera Wealth Management, Llc | 0.25% | 587,313 | $23,568,882 | $25,236,840 | +$1,667,958 | +7.08% | |
| Mercer Global Advisors Inc | 0.03% | 570,714 | $22,508,956 | $24,523,581 | +$2,014,625 | +8.95% | |
| Baker Ellis Asset Management Llc | 2.25% | 539,546 | $21,651,998 | $23,184,292 | +$1,532,294 | +7.08% | |
| Northavenue Llc | 15.39% | 535,354 | $21,483,743 | $23,004,161 | +$1,520,418 | +7.08% | |
| Sequoia Financial Advisors | 0.11% | 533,748 | $21,419,288 | $22,935,152 | +$1,515,864 | +7.08% | |
| Rather & Kittrell, Inc. | 3.14% | 515,667 | $20,337,901 | $22,158,211 | +$1,820,310 | +8.95% | |
| Earned Wealth Advisors, Llc | 1.36% | 514,631 | $20,297,060 | $22,113,694 | +$1,816,634 | +8.95% | |
| Financial Harvest, Llc | 11.62% | 500,358 | $19,734,132 | $21,500,383 | +$1,766,251 | +8.95% | |
| Smartleaf Asset Management Llc | 0.71% | 513,430 | $19,633,595 | $22,062,087 | +$2,428,492 | +12.37% | |
| Equita Financial Network, Inc. | 5.39% | 483,741 | $19,412,522 | $20,786,351 | +$1,373,829 | +7.08% | |
| Quantum Financial Advisors, Llc | 1.91% | 482,001 | $19,342,700 | $20,711,583 | +$1,368,883 | +7.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 461,410 | $18,871,661 | $19,826,788 | +$955,127 | +5.06% | |
| Henrickson Nauta Wealth Advisors, Inc. | 4.58% | 468,855 | $18,815,157 | $20,146,699 | +$1,331,542 | +7.08% | |
| Raymond James Financial Inc | 0.01% | 456,093 | $17,988,308 | $19,598,316 | +$1,610,008 | +8.95% | |
| Mb Generational Wealth, Llc | 8.75% | 444,342 | $17,831,444 | $19,093,376 | +$1,261,932 | +7.08% | |
| Shakespeare Wealth Management, Llc | 4.64% | 436,894 | $17,532,569 | $18,773,335 | +$1,240,766 | +7.08% | |
| Keb Asset Management, Llc | 2.76% | 425,660 | $17,081,729 | $18,290,610 | +$1,208,881 | +7.08% | |
| Lri Investments, Llc | 1.34% | 414,353 | $16,627,966 | $17,804,748 | +$1,176,782 | +7.08% | |
| Miramar Fiduciary Corp | 13.21% | 408,578 | $16,114,316 | $17,556,597 | +$1,442,281 | +8.95% | |
| Assetmark, Inc | 0.03% | 383,077 | $15,372,878 | $16,460,819 | +$1,087,941 | +7.08% | |
| Vestmark Advisory Solutions, Inc. | 0.17% | 387,116 | $15,267,855 | $16,634,375 | +$1,366,520 | +8.95% | |
| Beacon Pointe Advisors, Llc | 0.08% | 379,022 | $14,948,644 | $16,286,575 | +$1,337,931 | +8.95% |
Frequently asked questions about DISV
Who owns the most DISV stock?
The largest holders of DISV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INTERNATIONAL SM (DISV).
Is DISV widely held by superinvestors?
Many widely followed stocks like DISV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DISV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.