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Disclosery

DFSI DIMENSIONAL ETF TRUST

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INTERNATIONAL (fund)

163 managers (164 13F filers) reported a position in DFSI shares at 2024-12-31, 11,504,433 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
163
13F filers
164
New
10
Added
86
Reduced
18
Sold out
9
Shares held by filers
11,504,433

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AWM CAPITAL, LLC1,022,222$33.6M4.11%+116,74613F-HRTimeline
Quantum Financial Advisors, LLC921,625$30.3M4.61%-23,37113F-HRTimeline
Francis Financial, Inc.640,886$21.1M5.35%+57,56213F-HRTimeline
Merriman Wealth Management, LLC588,389$19.3M0.8%+20,04813F-HRTimeline
Adero Partners, LLC584,847$19.2M1.24%+61,00513F-HRTimeline
Abacus Wealth Partners, LLC531,985$17.5M2.61%+34,50313F-HRTimeline
Retirement Solution LLC404,606$13.3M3.48%-46413F-HRTimeline
LongView Asset Management LLC393,525$12.9M11.27%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP301,113$9.89M0.16%+16,59213F-HR/ATimelineGroup
Citrine Capital LLC297,201$9.76M7.19%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC273,821$9.07M0.04%+84,94713F-HRTimelineGroup
Elser Financial Planning, Inc222,505$7.31M0.53%new13F-HRTimeline
Greenspring Advisors, LLC204,413$6.71M1.47%013F-HRTimeline
Balanced Rock Investment Advisors LLC197,867$6.5M5.14%new13F-HRTimeline
Planning Center, Inc.197,060$6.47M0.82%-5,28513F-HRTimeline
Willow Creek Wealth Management Inc.196,346$6.45M0.66%+51,76613F-HRTimeline
Heritage Financial Services, LLC177,696$5.84M0.78%+11,82813F-HRTimeline
Five Oceans Advisors175,976$5.78M2.65%+49,77413F-HRTimeline
New Capital Management LP153,341$5.04M1.47%+13,28913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,838$4.73M0.01%+13,77113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP136,776$4.49M0.01%+3,64413F-HRTimelineGroup
Asset Dedication, LLC129,427$4.25M0.33%-3,33413F-HRTimeline
OneDigital Investment Advisors LLC113,702$3.74M0.04%+13,61813F-HRTimeline
Apella Capital, LLC113,362$3.72M0.14%+11,28513F-HRTimeline
Allodium Investment Consultants, LLC112,742$3.7M3.09%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding107,970$3.55M+20,300Timeline
NewEdge Advisors, LLC99,574$3.27M0.02%+7,42413F-HRTimeline
RAM Investment Partners, LLC97,005$3.19M0.78%+7,93513F-HRTimeline
QUARRY HILL ADVISORS, LLC94,851$3.12M2.1%+6,33613F-HRTimeline
RW Investment Management LLC93,428$3.07M0.37%-1,01413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC93,327$3.07M<0.01%+1,91413F-HRTimelineGroup
Archer Investment Management, LLC88,457$2.91M1.79%13F-HRTimeline
Wealth Architects, LLC86,045$2.83M0.32%+8,59113F-HRTimeline
Addison Advisors LLC82,911$2.72M0.76%+12,18513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC80,903$2.66M0.02%+13,66813F-HRTimelineGroup
Garde Capital, Inc.80,019$2.63M0.17%+73613F-HRTimeline
Perigon Wealth Management, LLC77,578$2.57M0.06%+20713F-HRTimeline
Truepoint, Inc.74,871$2.46M0.07%+1,61313F-HRTimeline
Cardinal Point Capital Management ULC68,590$2.25M0.36%+1,94013F-HRTimeline
Momentous Wealth Management, Inc.63,755$2.09M1.74%13F-HRTimeline
Wealthspire Advisors, LLC63,196$2.08M0.02%-33,97413F-HRTimeline
Revolve Wealth Partners, LLC60,338$1.98M0.29%+6,82713F-HR/ATimeline
Pure Financial Advisors, LLC55,795$1.83M0.04%+19,54113F-HRTimeline
Waypoint Wealth Partners Inc.55,766$1.83M0.5%+12,95913F-HRTimeline
BRIGHTON JONES LLC53,420$1.75M0.05%+12,09513F-HR/ATimeline
Northland Capital Management LLC51,861$1.7M1.26%-7,60713F-HRTimeline
Trellis Wealth Advisors LLC49,944$1.64M0.83%-3,15413F-HRTimeline
Martin Worley Group46,898$1.54M0.96%13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA45,736$1.5M0.28%013F-HRTimeline
Rockbridge Investment Management, LCC45,680$1.5M0.19%+1,74113F-HRTimeline
Syverson Strege & Co43,341$1.42M0.47%+2,08013F-HRTimeline
Cambridge Financial Group, LLC43,282$1.42M0.61%+2,12913F-HRTimeline
NWAM LLC42,386$1.39M0.09%+7,26913F-HRTimeline
Betterment LLC39,844$1.31M<0.01%+20,06813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,792$1.27M<0.01%+2,02213F-HRTimeline
EP Wealth Advisors, LLC37,764$1.24M0.01%new13F-HRTimeline
Parkside Financial Bank & Trust37,676$1.24M0.16%+23413F-HRTimeline
BetterWealth, LLC37,227$1.22M0.34%+92913F-HRTimeline
MB Generational Wealth, LLC35,162$1.16M0.85%+58213F-HRTimeline
Cook Wealth, LLC32,499$1.11M0.52%+30313F-HRTimeline
Carlson Capital Management31,429$1.03M0.05%+8,49813F-HRTimeline
DiNuzzo Private Wealth, Inc.30,264$994K0.13%+96113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.27,769$912K0.37%+3,81213F-HRTimeline
Level Financial Advisors26,331$865K0.32%+10,62213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,595$841K<0.01%+1,38813F-HRTimelineGroup
Farther Finance Advisors, LLC25,091$824K0.03%+4,56813F-HRTimeline
Jentner Corp24,998$821K0.24%new13F-HRTimeline
Shira Ridge Wealth Management24,542$806K0.39%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,202$795K0.11%-1,15013F-HRTimeline
Babb Wealth Advisors LLC22,814$749K0.6%13F-HRTimeline
Modera Wealth Management, LLC22,336$734K0.01%+4,31213F-HRTimeline
TCI Wealth Advisors, Inc.22,259$731K0.06%+1,62613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…21,694$713K0.18%013F-HRTimeline
Cordant, Inc.21,689$712K0.37%+3,84513F-HRTimeline
ASSET PLANNING CORPORATION21,316$700K0.44%+10813F-HRTimeline
Creative Capital Management Investments…21,141$694K0.29%+5,15513F-HRTimeline
LPL Financial LLC20,528$674K<0.01%+1,93013F-HRTimeline
Longview Financial Advisors LLC19,874$653K0.44%13F-HRTimeline
Chicago Partners Investment Group LLC18,990$626K0.02%+56613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV19,034$625K0.24%13F-HRTimeline
Aerodigm Wealth, LLC17,859$587K0.35%+8,71413F-HRTimeline
North Ridge Wealth Advisors, Inc.16,825$553K0.38%+75313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,940$550K0.12%+2,90013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC15,453$508K0.28%+32113F-HRTimeline
United Wealth Management, LLC14,657$481K0.16%13F-HRTimeline
von Borstel & Associates, Inc.14,468$475K0.19%+6,74713F-HRTimeline
Foundation Wealth Management, LLC\PA13,704$450K0.22%13F-HRTimeline
Geometric Wealth Advisors13,460$442K0.08%+2,10813F-HRTimeline
Tanager Wealth Management LLP13,357$439K0.06%+2,95613F-HRTimeline
Passive Capital Management, LLC.13,100$430K0.15%013F-HRTimeline
Waverly Advisors, LLC12,924$425K0.01%013F-HRTimeline
Investment Advisory Group, LLC12,274$403K0.14%013F-HRTimeline
Private Advisor Group, LLC12,165$400K<0.01%-2,74213F-HRTimeline
WPWealth LLP12,107$398K0.08%+1,03013F-HRTimeline
Equita Financial Network, Inc.11,941$392K0.14%-52713F-HRTimeline
Wealth Advisors Northwest LLC11,324$372K0.25%13F-HRTimeline
Keel Point, LLC11,203$368K0.03%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC11,159$367K0.24%13F-HRTimeline
AdvisorNet Financial, Inc11,057$363K0.03%+1,92713F-HRTimeline
HighTower Advisors, LLC10,749$353K<0.01%-1,04813F-HRTimeline
Financial Connections Group, Inc.10,687$351K0.17%+21613F-HRTimeline
Freedom Financial Partners LLC10,448$343K0.17%13F-HRTimeline
Physician Wealth Advisors, Inc.10,260$337K0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,140$333K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,059$330K<0.01%013F-HRTimeline
Flagstone Financial Management9,949$327K0.11%new13F-HRTimeline
Meritas Wealth Management, LLC9,924$326K0.2%+96613F-HRTimeline
Mariner, LLCin group Mariner, LLC9,558$314K<0.01%013F-HRTimelineGroup
EnRich Financial Partners LLC9,536$313K0.1%+11713F-HRTimeline
Rehmann Capital Advisory Group9,308$306K0.02%+1,50013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,364$304K0.02%013F-HRTimelineGroup
Altiora Financial Group, LLC9,100$299K0.07%013F-HRTimeline
Morling Financial Advisors, LLC8,331$274K0.1%+1,22113F-HRTimeline
First Financial Group Corp8,327$274K0.3%13F-HRTimeline
Frank, Rimerman Advisors LLC8,316$273K0.02%013F-HRTimeline
Orion Capital Management LLC8,002$263K0.12%+34613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,000$263K0.04%-5013F-HRTimeline
RHS Financial, LLC7,594$249K0.13%+72013F-HRTimeline
Vermillion Wealth Management, Inc.7,586$249K0.13%13F-HRTimeline
Wolfstich Capital, LLC7,577$249K0.22%13F-HRTimeline
Monument Group Wealth Advisors, LLC7,428$244K0.17%+1,29313F-HRTimeline
Joel Adams & Associates, Inc.7,331$241K0.22%13F-HRTimeline
Allworth Financial LP7,045$238K<0.01%-7613F-HRTimeline
Ruedi Wealth Management, Inc.7,193$236K0.07%+913F-HRTimeline
Wealth Management Strategies, Inc.7,190$236K0.18%13F-HR/ATimeline
Burton Enright Welch7,186$236K0.05%new13F-HRTimeline
Envision Financial Planning, LLC7,079$233K0.12%+23813F-HRTimeline
Mills Wealth Advisors LLC6,701$220K0.13%+313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC6,616$217K0.1%+8313F-HRTimeline
ACORN CREEK CAPITAL LLC6,446$212K0.11%+2113F-HRTimeline
Caprock Group, LLC6,435$211K0.01%013F-HRTimeline
Pine Harbor Wealth Management, LLC6,420$211K0.08%-16613F-HRTimeline
Red Tortoise LLC6,203$204K0.11%+2813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,213$171K0.07%+4,82813F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,410$145K0.01%+2713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,230$139K<0.01%-4,19113F-HR/ATimelineGroup
True Wealth Design, LLC3,477$114K0.04%+50313F-HRTimeline
Medallion Wealth Advisors, LLC3,438$113K0.06%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,273$108K0.04%013F-HRTimeline
Glassman Wealth Services3,204$105K0.02%+21713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,085$101K<0.01%+98813F-HRTimelineGroup
LRI Investments, LLC3,077$101K0.01%+1,55013F-HRTimeline
Clearstead Advisors, LLC2,878$94.5K<0.01%013F-HRTimeline
CURIO WEALTH, LLC2,732$89.7K0.05%13F-HRTimeline
Tortoise Investment Management, LLC2,420$79.5K0.01%013F-HR/ATimeline
Coston, McIsaac & Partners1,838$60K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,620$53.2K<0.01%-13513F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,477$48.6K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,300$42.7K0.03%013F-HRTimeline
Parkworth Wealth Management, Inc.1,294$42.5K0.04%13F-HRTimeline
Signature Resources Capital Management,…1,049$34.5K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC713$23.4K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc624$20.5K0.01%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keystone Financial Group, Inc.585$19.2K0.02%13F-HRTimeline
IFP Advisors, Inc556$18.3K<0.01%+13213F-HRTimeline
Avior Wealth Management, LLC242$7.96K<0.01%-1313F-HRTimeline
Aptus Capital Advisors, LLC193$6.34K<0.01%013F-HRTimeline
Blume Capital Management, Inc.150$4.93K<0.01%013F-HRTimeline
McIlrath & Eck, LLC129$4.24K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL101$3.33K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$33<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.