DISV Institutional Ownership & Shareholders
DIMENSIONAL INTERNATIONAL SM (DISV) is currently held by 472 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DISV tracked by InsiderSet, reporting ownership valued at approximately $538.31M in its June 30, 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 $572.38M, representing an estimated gain of +6.33% 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
472
Total Reported Value
$4.01B
Largest Holder
Focus Partners Wealth
Largest Position
$538.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.55% | 13,414,075 | $538,306,863 | $572,378,580 | +$34,071,717 | +6.33% | |
| Forum Financial Management, Lp | 3.18% | 5,650,530 | $244,611,448 | $241,108,115 | -$3,503,333 | -1.43% | |
| Mather Group, Llc. | 1.83% | 4,994,845 | $216,226,846 | $213,130,036 | -$3,096,810 | -1.43% | |
| Focus Partners Advisor Solutions, Llc | 1.06% | 3,118,868 | $125,160,195 | $133,082,098 | +$7,921,903 | +6.33% | |
| Bank Of America Corp | 0.01% | 2,991,895 | $120,064,734 | $127,664,160 | +$7,599,426 | +6.33% | |
| Savant Capital, Llc | 0.32% | 2,629,312 | $109,467,024 | $112,192,743 | +$2,725,719 | +2.49% | |
| Ubs Group Ag | 0.02% | 2,485,157 | $99,729,350 | $106,041,649 | +$6,312,299 | +6.33% | |
| Ritholtz Wealth Management | 1.43% | 2,385,040 | $95,711,638 | $101,769,657 | +$6,058,019 | +6.33% | |
| Cerity Partners Llc | 0.08% | 1,592,790 | $63,918,619 | $67,964,349 | +$4,045,730 | +6.33% | |
| Asset Dedication, Llc | 3.32% | 1,238,155 | $53,599,750 | $52,832,074 | -$767,676 | -1.43% | |
| Northern Trust Corp | 0.01% | 1,318,379 | $52,906,549 | $56,255,232 | +$3,348,683 | +6.33% | |
| Evanson Asset Management, Llc | 2.51% | 1,186,477 | $46,794,661 | $50,626,974 | +$3,832,313 | +8.19% | |
| Exencial Wealth Advisors, Llc | 1.44% | 1,171,519 | $46,204,698 | $49,988,716 | +$3,784,018 | +8.19% | |
| Corient Private Wealth Llc | 0.06% | 1,018,423 | $40,869,291 | $43,456,109 | +$2,586,818 | +6.33% | |
| Monograph Wealth Advisors, Llc | 3.23% | 979,700 | $39,315,368 | $41,803,799 | +$2,488,431 | +6.33% | |
| Jackson Thornton Wealth Management, Llc | 3.04% | 958,337 | $38,458,054 | $40,892,240 | +$2,434,186 | +6.33% | |
| Creative Planning | 0.02% | 869,607 | $37,645,294 | $37,106,131 | -$539,163 | -1.43% | |
| Great Oak Capital Partners, Llc | 7.67% | 871,449 | $35,494,108 | $37,184,729 | +$1,690,621 | +4.76% | |
| Integrated Wealth Concepts Llc | 0.22% | 846,710 | $33,978,471 | $36,129,116 | +$2,150,645 | +6.33% | |
| Bank Of Montreal | 0.01% | 829,638 | $33,293,358 | $35,400,653 | +$2,107,295 | +6.33% | |
| Mercer Global Advisors Inc | 0.04% | 823,817 | $33,059,753 | $35,152,271 | +$2,092,518 | +6.33% | |
| Envestnet Asset Management Inc | 0.01% | 815,545 | $32,727,804 | $34,799,305 | +$2,071,501 | +6.33% | |
| Jane Street Group, Llc | 0.02% | 786,039 | $31,543,745 | $33,540,284 | +$1,996,539 | +6.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 733,521 | $31,137,955 | $31,299,341 | +$161,386 | +0.52% | |
| Premier Financial Group | 5.96% | 739,178 | $29,663,207 | $31,540,725 | +$1,877,518 | +6.33% | |
| Integris Wealth Management, Llc | 5.50% | 660,874 | $28,609,242 | $28,199,494 | -$409,748 | -1.43% | |
| Planning Center, Inc. | 2.64% | 697,483 | $27,989,993 | $29,761,600 | +$1,771,607 | +6.33% | |
| Dinuzzo Private Wealth, Inc. | 2.78% | 645,733 | $27,953,785 | $27,553,427 | -$400,358 | -1.43% | |
| William Mack & Associates, Inc. | 8.60% | 634,583 | $27,471,089 | $27,077,657 | -$393,432 | -1.43% | |
| Index Fund Advisors, Inc. | 1.04% | 654,082 | $26,248,310 | $27,909,679 | +$1,661,369 | +6.33% | |
| Modera Wealth Management, Llc | 0.27% | 584,174 | $25,288,875 | $24,926,705 | -$362,170 | -1.43% | |
| Financial Harvest, Llc | 11.47% | 564,504 | $24,437,394 | $24,087,386 | -$350,008 | -1.43% | |
| Northavenue Llc | 16.95% | 555,281 | $24,038,099 | $23,693,840 | -$344,259 | -1.43% | |
| Baker Ellis Asset Management Llc | 2.53% | 536,539 | $23,226,762 | $22,894,119 | -$332,643 | -1.43% | |
| Apella Capital, Llc | 0.29% | 539,929 | $23,017,189 | $23,038,770 | +$21,581 | +0.09% | |
| Equita Financial Network, Inc. | 6.19% | 505,289 | $21,873,950 | $21,560,682 | -$313,268 | -1.43% | |
| Earned Wealth Advisors, Llc | 1.40% | 540,473 | $21,689,191 | $23,061,983 | +$1,372,792 | +6.33% | |
| Rather & Kittrell, Inc. | 3.02% | 539,288 | $21,641,646 | $23,011,419 | +$1,369,773 | +6.33% | |
| Sequoia Financial Advisors | 0.11% | 533,748 | $21,419,288 | $22,775,027 | +$1,355,739 | +6.33% | |
| Smartleaf Asset Management Llc | 0.67% | 513,430 | $20,691,262 | $21,908,058 | +$1,216,796 | +5.88% | |
| Raymond James Financial Inc | 0.01% | 491,240 | $19,713,447 | $20,961,211 | +$1,247,764 | +6.33% | |
| Shakespeare Wealth Management, Llc | 3.71% | 443,002 | $19,177,566 | $18,902,895 | -$274,671 | -1.43% | |
| Henrickson Nauta Wealth Advisors, Inc. | 4.58% | 468,855 | $18,815,157 | $20,006,043 | +$1,190,886 | +6.33% | |
| Assetmark, Inc | 0.03% | 417,461 | $18,071,901 | $17,813,061 | -$258,840 | -1.43% | |
| Beacon Pointe Advisors, Llc | 0.08% | 449,274 | $18,029,368 | $19,170,522 | +$1,141,154 | +6.33% | |
| Keb Asset Management, Llc | 2.76% | 425,660 | $17,081,729 | $18,162,912 | +$1,081,183 | +6.33% | |
| Lri Investments, Llc | 1.34% | 414,353 | $16,627,966 | $17,680,443 | +$1,052,477 | +6.33% | |
| Von Borstel & Associates, Inc. | 3.38% | 410,932 | $16,490,000 | $17,534,468 | +$1,044,468 | +6.33% | |
| Betterment Llc | 0.03% | 403,545 | $16,194,000 | $17,219,265 | +$1,025,265 | +6.33% | |
| Vestmark Advisory Solutions, Inc. | 0.15% | 386,882 | $15,525,575 | $16,508,255 | +$982,680 | +6.33% |
Frequently asked questions about DISV
Who are the largest institutional holders of DISV?
The largest institutional holders of DISV reported in the latest SEC Form 13F filings include Focus Partners Wealth, Forum Financial Management, Lp, Mather Group, Llc., Focus Partners Advisor Solutions, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported DISV position.
What is DISV institutional ownership?
This page tracks DISV positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INTERNATIONAL SM (DISV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DISV?
InsiderSet currently tracks 472 institutional managers reporting DISV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DISV shareholders.
How much DISV stock do institutions own?
Institutional investment managers disclosed approximately $4.01B in DISV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DISV institutional ownership last updated?
The latest DISV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DISV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DISV position after the reporting date.
Are institutions buying or selling DISV?
Institutional buying and selling can be analyzed by comparing DISV positions across consecutive 13F reporting periods. InsiderSet's DISV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DISV ownership changes.
How has DISV institutional ownership changed over time?
InsiderSet tracks DISV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.