Vault-13

DIMENSIONAL ETF TRUST DFSI

INTERNATIONAL · ETP · CUSIP 25434V690

182 institutional holders +18 vs Q4 2024
12,192,12712.2m shares reported held*
$425.4mreported value*
24 new 86 added 45 reduced 4 sold out net bought ≈ $43.3m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.89.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q4 22: 40Q1 23: 62Q2 23: 73Q3 23: 87Q4 23: 105Q1 24: 120Q2 24: 128Q3 24: 142Q4 24: 164Q1 25: 182182Q4 22Q2 23Q4 23Q2 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 202240
Q1 202362
Q2 202373
Q3 202387
Q4 2023105
Q1 2024120
Q2 2024128
Q3 2024142
Q4 2024164
Q1 2025182

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 53 bought or addedQ2 23: 7 cut or sold outQ3 23: 64 bought or addedQ3 23: 9 cut or sold outQ3 23Q4 23: 65 bought or addedQ4 23: 19 cut or sold outQ1 24: 90 bought or addedQ1 24: 20 cut or sold outQ1 24Q2 24: 81 bought or addedQ2 24: 31 cut or sold outQ3 24: 103 bought or addedQ3 24: 19 cut or sold outQ3 24Q4 24: 95 bought or addedQ4 24: 28 cut or sold outQ1 25: 110 bought or addedQ1 25: 49 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023537
Q3 2023649
Q4 20236519
Q1 20249020
Q2 20248131
Q3 202410319
Q4 20249528
Q1 202511049

Biggest buyers

Focus Partners Wealth Added +568,457+568.5k
OLD MISSION CAPITAL LLC New +183,809+183.8k
CITADEL ADVISORS LLC Added +179,007+179.0k
AWM CAPITAL, LLC Added +66,502+66.5k
JANE STREET GROUP, LLC Added +59,318+59.3k
Willow Creek Wealth Management Inc. Added +43,809+43.8k
Francis Financial, Inc. Added +32,949+32.9k
LongView Asset Management LLC Added +32,149+32.1k
GOLDMAN SACHS GROUP INC New +32,014+32.0k
Apella Capital, LLC Added +31,754+31.8k

Biggest sellers

Elser Financial Planning, Inc Sold out -222,505-222.5k
Greenspring Advisors, LLC Reduced -90,850-90.8k
NewEdge Advisors, LLC Reduced -40,446-40.4k
Retirement Solution LLC Reduced -24,466-24.5k
Five Oceans Advisors Reduced -22,278-22.3k
Adero Partners, LLC Reduced -18,327-18.3k
Asset Dedication, LLC Reduced -17,951-18.0k
EP Wealth Advisors, LLC Reduced -14,066-14.1k
RW Investment Management LLC Reduced -11,649-11.6k
BetterWealth, LLC Reduced -9,615-9.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AWM CAPITAL, LLC 4.43% of their portfolio Phoenix, AZ 1,088,7241.1m $38.0m $38.0m 4.43% Added +66.5k +66,502
2 Quantum Financial Advisors, LLC 4.82% of their portfolio SANTA MONICA, CA 927,060927.1k $32.3m $32.3m 4.82% Added +5.4k +5,435
3 Francis Financial, Inc. 5.72% of their portfolio NEW YORK, NY 673,835673.8k $23.5m $23.5m 5.72% Added +32.9k +32,949
4 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 620,981621.0k $21.7m $21.7m 0.05% Added +568.5k +568,457
5 Adero Partners, LLC 1.29% of their portfolio PLEASANTON, CA 566,520566.5k $19.8m $19.8m 1.29% Reduced -18.3k -18,327
6 Abacus Wealth Partners, LLC 2.78% of their portfolio SANTA MONICA, CA 529,885529.9k $18.5m $18.5m 2.78% Reduced -2.1k -2,100
7 LongView Asset Management LLC 12.74% of their portfolio SANTA FE, NM 425,674425.7k $14.9m $14.9m 12.74% Added +32.1k +32,149
8 Retirement Solution LLC 3.76% of their portfolio REDMOND, WA 380,140380.1k $13.3m $13.3m 3.76% Reduced -24.5k -24,466
9 Citrine Capital LLC 6.88% of their portfolio SAN FRANCISCO, CA 315,058315.1k $11.0m $11.0m 6.88% Added +17.9k +17,857
10 Forum Financial Management, LP 0.17% of their portfolio LOMBARD, IL 298,219298.2k $10.4m $10.4m 0.17% Reduced -2.9k -2,894
11 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 274,128274.1k $9.6m $9.6m 0.04% Added +307 +307
12 Willow Creek Wealth Management Inc. 0.82% of their portfolio Sebastopol, CA 240,155240.2k $8.4m $8.4m 0.82% Added +43.8k +43,809
13 Planning Center, Inc. 0.86% of their portfolio MOLINE, IL 208,142208.1k $7.3m $7.3m 0.86% Added +11.1k +11,082
14 Balanced Rock Investment Advisors LLC 5.59% of their portfolio ROSLINDALE, MA 201,059201.1k $7.0m $7.0m 5.59% Added +3.2k +3,192
15 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 189,147189.1k $6.6m $6.6m 0.01% Added +179.0k +179,007
16 OLD MISSION CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 183,809183.8k $6.4m $6.4m 0.12% New
17 New Capital Management LP 1.79% of their portfolio HOUSTON, TX 178,472178.5k $6.2m $6.2m 1.79% Added +25.1k +25,131
18 Heritage Financial Services, LLC 0.59% of their portfolio Westwood, MA 172,182172.2k $6.0m $6.0m 0.59% Reduced -5.5k -5,514
19 Five Oceans Advisors 2.57% of their portfolio SANTA MONICA, CA 153,698153.7k $5.4m $5.4m 2.57% Reduced -22.3k -22,278
20 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 152,645152.6k $5.3m $5.3m 0.01% Added +59.3k +59,318
21 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 145,511145.5k $5.1m $5.1m 0.01% Added +8.7k +8,735
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 145,123145.1k $5.1m $5.1m 0.01% Added +1.3k +1,285
23 Apella Capital, LLC 0.17% of their portfolio WEST HARTFORD, CT 145,116145.1k $4.9m $4.9m 0.17% Added +31.8k +31,754
24 Allodium Investment Consultants, LLC 3.57% of their portfolio MINNEAPOLIS, MN 138,651138.7k $4.8m $4.8m 3.57% Added +25.9k +25,909
25 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 121,194121.2k $4.2m $4.2m 0.05% Added +7.5k +7,492
26 Greenspring Advisors, LLC 0.94% of their portfolio Towson, MD 113,563113.6k $4.0m $4.0m 0.94% Reduced -90.8k -90,850
27 Asset Dedication, LLC 0.32% of their portfolio SAN FRANCISCO, CA 111,476111.5k $3.9m $3.9m 0.32% Reduced -18.0k -17,951
28 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 103,100103.1k $3.6m $3.6m 0.05% Added +21.4k +21,392
29 RAM Investment Partners, LLC 0.88% of their portfolio BELLEVUE, WA 101,655101.7k $3.5m $3.5m 0.88% Added +4.7k +4,650
30 QUARRY HILL ADVISORS, LLC 2.22% of their portfolio ST PAUL, MN 98,03798.0k $3.4m $3.4m 2.22% Added +3.2k +3,186
31 Wealth Architects, LLC 0.36% of their portfolio MOUNTAIN VIEW, CA 94,09794.1k $3.3m $3.3m 0.36% Added +8.1k +8,052
32 Perigon Wealth Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 88,58788.6k $3.1m $3.1m 0.08% Added +11.0k +11,009
33 Archer Investment Management, LLC 2.13% of their portfolio AUSTIN, TX 88,40588.4k $3.1m $3.1m 2.13% Reduced -52 -52
34 Addison Advisors LLC 0.82% of their portfolio MIDDLEBURY, VT 86,64686.6k $3.0m $3.0m 0.82% Added +3.7k +3,735
35 RW Investment Management LLC 0.35% of their portfolio Eagle, ID 81,77981.8k $2.9m $2.9m 0.35% Reduced -11.6k -11,649
36 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 81,45881.5k $2.8m $2.8m 0.02% Added +555 +555
37 Truepoint, Inc. 0.07% of their portfolio CINCINNATI, OH 76,92276.9k $2.7m $2.7m 0.07% Added +2.1k +2,051
38 Pure Financial Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 73,21773.2k $2.6m $2.6m 0.05% Added +17.4k +17,422
39 Garde Capital, Inc. 0.14% of their portfolio SEATTLE, WA 71,79071.8k $2.5m $2.5m 0.14% Reduced -8.2k -8,229
40 Momentous Wealth Management, Inc. 1.74% of their portfolio VANCOUVER, WA 70,62870.6k $2.5m $2.5m 1.74% Added +6.9k +6,873
41 Cardinal Point Capital Management ULC 0.22% of their portfolio TORONTO, A6 69,95070.0k $2.4m $2.4m 0.22% Added +1.4k +1,360
42 Martin Worley Group 1.36% of their portfolio COTTONWOOD HEIGHTS, UT 68,13568.1k $2.4m $2.4m 1.36% Added +21.2k +21,237
43 BRIGHTON JONES LLC 0.08% of their portfolio SEATTLE, WA 67,46867.5k $2.4m $2.4m 0.08% Added +14.0k +14,048
44 Revolve Wealth Partners, LLC 0.33% of their portfolio Hackensack, NJ 65,89165.9k $2.3m $2.3m 0.33% Added +5.6k +5,553
45 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 62,92662.9k $2.2m $2.2m 0.01% Reduced -270 -270
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 59,12859.1k $2.1m $2.1m 0.01% Reduced -40.4k -40,446
47 Waypoint Wealth Partners Inc. 0.54% of their portfolio MILL VALLEY, CA 56,21756.2k $2.0m $2.0m 0.54% Added +451 +451
48 Betterment LLC 0.00% of their portfolio NEW YORK, NY 52,20252.2k $1.8m $1.8m 0.00% Added +12.4k +12,358
49 Trellis Wealth Advisors LLC 0.85% of their portfolio San Luis Obispo, CA 50,13050.1k $1.7m $1.7m 0.85% Added +186 +186
50 Northland Capital Management LLC 1.14% of their portfolio VIRGINIA, MN 48,41648.4k $1.7m $1.7m 1.14% Reduced -3.4k -3,445
51 Syverson Strege & Co 0.54% of their portfolio WEST DES MOINES, IA 47,78747.8k $1.7m $1.7m 0.54% Added +4.4k +4,446
52 Cambridge Financial Group, LLC 0.71% of their portfolio TUCSON, AZ 47,67147.7k $1.7m $1.7m 0.71% Added +4.4k +4,389
53 Rockbridge Investment Management, LCC 0.19% of their portfolio Syracuse, NY 45,84145.8k $1.6m $1.6m 0.19% Added +161 +161
54 HUTCHINSON CAPITAL MANAGEMENT/CA 0.30% of their portfolio SAN RAFAEL, CA 45,73645.7k $1.6m $1.6m 0.30% Unchanged
55 Aspen Capital Management, LLC 0.51% of their portfolio BOISE, ID 45,43645.4k $1.6m $1.6m 0.51% First filing
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,10343.1k $1.5m $1.5m 0.00% Added +4.3k +4,311
57 Henrickson Nauta Wealth Advisors, Inc. 0.59% of their portfolio BELMONT, MI 42,94942.9k $1.4m $1.4m 0.59% Added +15.2k +15,180
58 Parkside Financial Bank & Trust 0.18% of their portfolio SAINT LOUIS, MO 40,71240.7k $1.4m $1.4m 0.18% Added +3.0k +3,036
59 NWAM LLC 0.11% of their portfolio MERCER ISLAND, WA 37,80737.8k $1.3m $1.3m 0.11% Reduced -4.6k -4,579
60 ASSET PLANNING CORPORATION 0.74% of their portfolio KNOXVILLE, TN 35,75335.8k $1.2m $1.2m 0.74% Added +14.4k +14,437
61 MB Generational Wealth, LLC 0.91% of their portfolio SPOKANE, WA 35,00335.0k $1.2m $1.2m 0.91% Reduced -159 -159
62 Cook Wealth, LLC 0.57% of their portfolio RALEIGH, NC 32,24532.2k $1.2m $1.2m 0.57% Reduced -254 -254
63 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 32,01432.0k $1.1m $1.1m 0.00% New
64 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 31,20731.2k $1.1m $1.1m 0.01% New
65 CAHILL FINANCIAL ADVISORS INC 0.15% of their portfolio EDINA, MN 30,65930.7k $1.1m $1.1m 0.15% Added +6.5k +6,457
66 DiNuzzo Private Wealth, Inc. 0.13% of their portfolio BEAVER, PA 29,87029.9k $1.0m $1.0m 0.13% Reduced -394 -394
67 BetterWealth, LLC 0.27% of their portfolio SAN JOSE, CA 27,61227.6k $963.4k $963.4k 0.27% Reduced -9.6k -9,615
68 Level Financial Advisors 0.32% of their portfolio EAST AMHERST, NY 26,87326.9k $937.6k $937.6k 0.32% Added +542 +542
69 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,74626.7k $933.2k $933.2k 0.00% Added +1.2k +1,151
70 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 26,67426.7k $933.8k $933.8k 0.02% Added +1.6k +1,583
71 Creative Capital Management Investments LLC 0.34% of their portfolio SAN DIEGO, CA 25,38225.4k $885.6k $885.6k 0.34% Added +4.2k +4,241
72 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,00925.0k $872.6k $872.6k 0.00% Added +4.5k +4,481
73 Jentner Corp 0.26% of their portfolio Akron, OH 24,99825.0k $872.2k $872.2k 0.26% Unchanged
74 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 23,69823.7k $826.8k $826.8k 0.01% Reduced -14.1k -14,066
75 TCI Wealth Advisors, Inc. 0.06% of their portfolio Tucson, AZ 22,85322.9k $797.3k $797.3k 0.06% Added +594 +594
76 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.17% of their portfolio MINNEAPOLIS, MN 21,06821.1k $735.1k $735.1k 0.17% Reduced -626 -626
77 Cordant, Inc. 0.38% of their portfolio PORTLAND, OR 21,00021.0k $732.7k $732.7k 0.38% Reduced -689 -689
78 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 20,97121.0k $731.7k $731.7k 0.01% Reduced -1.4k -1,365
79 Longview Financial Advisors LLC 0.48% of their portfolio SAN RAFAEL, CA 20,63220.6k $719.9k $719.9k 0.48% Added +758 +758
80 Simplicity Wealth,LLC 0.06% of their portfolio SUMMIT, NJ 20,58320.6k $718.1k $718.1k 0.06% New
81 Babb Wealth Advisors LLC 0.58% of their portfolio Flagstaff, AZ 20,56620.6k $717.5k $717.5k 0.58% Reduced -2.2k -2,248
82 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 20,03120.0k $743.5k $743.5k 0.02% Added +1.0k +1,041
83 Shira Ridge Wealth Management 0.33% of their portfolio LARKSPUR, CA 18,97419.0k $662.0k $662.0k 0.33% Reduced -5.6k -5,568
84 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 18,23718.2k $636.3k $636.3k 0.00% New
85 Aerodigm Wealth, LLC 0.35% of their portfolio LAKE OSWEGO, OR 17,85917.9k $623.1k $623.1k 0.35% Unchanged
86 Wealth Management Strategies, Inc. 0.41% of their portfolio PITTSBURGH, PA 17,37017.4k $606.1k $606.1k 0.41% Added +10.2k +10,180
87 North Ridge Wealth Advisors, Inc. 0.39% of their portfolio BEAVERTON, OR 16,79516.8k $586.0k $586.0k 0.39% Reduced -30 -30
88 WPWealth LLP 0.11% of their portfolio FORT WORTH, TX 15,77715.8k $550.5k $550.5k 0.11% Added +3.7k +3,670
89 HANCOCK WHITNEY CORP 0.02% of their portfolio GULFPORT, MS 15,77415.8k $550.4k $550.4k 0.02% New
90 Equita Financial Network, Inc. 0.19% of their portfolio FORT WASHINGTON, PA 15,57615.6k $543.5k $543.5k 0.19% Added +3.6k +3,635
91 FIDUCIARY FINANCIAL GROUP, LLC 0.11% of their portfolio SAN RAFAEL, CA 15,10215.1k $504.9k $504.9k 0.11% Reduced -1.8k -1,838
92 GRAND WEALTH MANAGEMENT, LLC 0.29% of their portfolio GRAND RAPIDS, MI 15,05215.1k $525.2k $525.2k 0.29% Reduced -401 -401
93 United Wealth Management, LLC 0.16% of their portfolio Charlottesville, VA 15,03015.0k $524.4k $524.4k 0.16% Added +373 +373
94 COMPASS CAPITAL CORP /MA/ /ADV 0.27% of their portfolio BRAINTREE, MA 14,87614.9k $518.8k $518.8k 0.27% Reduced -4.2k -4,158
95 von Borstel & Associates, Inc. 0.15% of their portfolio THE DALLES, OR 14,60114.6k $509.0k $509.0k 0.15% Added +133 +133
96 Foundation Wealth Management, LLC\PA 0.23% of their portfolio MEDIA, PA 13,70713.7k $478.3k $478.3k 0.23% Added +3 +3
97 Samalin Investment Counsel, LLC 0.19% of their portfolio CHAPPAQUA, NY 13,64213.6k $476.0k $476.0k 0.19% New
98 Geometric Wealth Advisors 0.08% of their portfolio WASHINGTON, DC 13,49413.5k $470.8k $470.8k 0.08% Added +34 +34
99 Tanager Wealth Management LLP 0.06% of their portfolio Goring On Thames, X0 13,34913.3k $465.7k $465.7k 0.06% Reduced -8 -8
100 Passive Capital Management, LLC. 0.14% of their portfolio BALTIMORE, MD 13,10013.1k $457.1k $457.1k 0.14% Unchanged