Dimensional InternationalDFAIETF

13F holders, Q1 2024 (March 31)
476holders
2famous investors
$30.12avg. 13F price*

At the end of Q1 2024, 476 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings. The largest holders were SYM FINANCIAL Corp ($184.1M), Cable Hill Partners, LLC ($149.3M) and Bank of America Corp. ($141.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dimensional International Co.
CUSIP
25434V203
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 476Q1 2024Q2 2024: 502Q2 2024Q3 2024: 515Q3 2024Q4 2024: 579Q4 2024Q1 2025: 606Q1 2025Q2 2025: 637Q2 2025Q3 2025: 659Q3 2025Q4 2025: 746Q4 2025Q1 2026: 798Q1 2026Q2 2026: 830Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions40$149.6M
Exits16$37.5M

Ownership 476 holders

SYM FINANCIAL Corp 30.37% Reduce -0.9% 6,090,782 $184.1M
Cable Hill Partners, LLC 18.30% No change 5,276,464 $149.3M
Bank of America Corp. 0.01% Add +2.3% 4,692,526 $141.8M
Corient Private Wealth LP 0.21% Add +7.7% 3,851,222 $116.4M
Moisand Fitzgerald Tamayo, LLC 15.41% Add +3.8% 3,333,486 $100.7M
Royal Bank of Canada 0.02% Add +2.8% 2,532,118 $76.5M
Marquette Asset Management, LLC 10.46% Add +0.2% 1,996,734 $60.3M
OneDigital Investment Advisors LLC 0.93% Add +41.3% 1,955,812 $59.1M
LVZ, Inc. 7.69% Add +0.9% 1,871,358 $56.6M
First National Bank of Omaha 3.84% New 1,796,986 $56.1M
Mariner, LLC 0.12% Add +14.0% 1,839,230 $55.6M
Wilbanks Smith & Thomas Asset Management LLC 1.53% Add +2.5% 1,815,008 $54.8M
Northern Trust Corp. 0.01% Add +113.3% 1,728,948 $52.2M
RVW Wealth, LLC 5.09% Add +4.7% 1,639,540 $49.5M
Evoke Wealth, LLC 1.41% New 1,566,652 $47.3M
Kestra Advisory Services, LLC 0.31% Add +119.1% 1,528,175 $46.2M
Private Ocean, LLC 4.81% Add +15.4% 1,502,137 $45.4M
Root Financial Partners, LLC 12.92% Add +15.6% 1,441,886 $43.6M
McIlrath & Eck, LLC 6.85% Add +28.8% 1,431,497 $43.3M
Zhang Financial LLC 3.16% Add +9.4% 1,409,253 $42.6M
Commonwealth Equity Services, LLC 0.07% Reduce -15.9% 1,363,157 $41.2M
RAM Investment Partners, LLC 12.71% Add +6.8% 1,337,915 $40.4M
Wealth Enhancement Advisory Services, LLC 0.10% Add +33.3% 1,327,539 $40.1M
Buckingham Strategic Wealth, LLC 0.42% Add +88.0% 1,326,231 $40.1M
Sequoia Financial Advisors, LLC 0.49% Add +3.6% 1,292,218 $39.1M
UBS Group AG 0.01% Reduce -0.1% 1,267,205 $38.3M
Spinnaker Investment Group, LLC 10.29% Add +3.6% 1,211,796 $36.6M
Great Point Wealth Advisors, LLC 8.22% Add +177.9% 1,167,197 $35.3M
Bedel Financial Consulting, Inc. 5.29% Add +5.5% 1,115,293 $33.7M
Financial Planning & Information Services, Inc. 5.03% Add +2.3% 1,108,832 $33.5M
Aquire Wealth Advisors, LLC 11.37% Add +4.5% 1,076,712 $32.5M
Mission Wealth Management, LP 0.86% Add +13.9% 1,055,890 $31.9M
JFS Wealth Advisors, LLC 2.33% Reduce -0.6% 969,190 $29.3M
Private Capital Management LLC 6.41% Add +12.4% 963,177 $29.1M
Mather Group, Llc. 0.45% Reduce -0.2% 994,980 $28.5M
Vantage Financial Partners Ltd., Inc. 6.90% Add +53.2% 876,017 $26.5M
Chico Wealth RIA 24.20% Add +4.9% 846,656 $25.6M
Envestnet Asset Management Inc. 0.01% Add +16.9% 842,018 $25.4M
Wealth Dimensions Group, Ltd. 7.40% Add +6.3% 829,171 $25.1M
Betterment LLC 0.07% Reduce -0.3% 827,180 $25.0M
Larson Financial Group LLC 1.89% Reduce -5.8% 807,326 $24.4M
Pure Financial Advisors, LLC 0.76% Add +20.3% 807,316 $24.4M
Pioneer Wealth Management Group 13.91% Add +16.1% 805,188 $24.3M
MAI Capital Management 0.25% Add +85.8% 800,248 $24.2M
LRI Investments, LLC 6.10% — 799,709 $24.2M
Brighton Jones LLC 0.86% Add +8.8% 784,563 $23.7M
Creative Planning 0.02% Reduce -3.4% 730,229 $22.1M
NewEdge Advisors, LLC 0.19% Add +47.9% 729,032 $22.0M
Monument Group Wealth Advisors, LLC 16.07% Add +12.3% 717,462 $21.7M
Aptus Capital Advisors, LLC 0.46% Add +2.8% 703,745 $21.3M
GeoWealth Management, LLC 0.81% Add +4.9% 693,167 $20.9M
Perigon Wealth Management, LLC 0.61% Add +6.2% 664,943 $20.1M
Keyes, Stange & Wooten Wealth Management, LLC 17.07% Add +1.5% 641,521 $19.4M
Cetera Investment Advisers 0.05% Add +167.5% 638,526 $19.3M
DecisionPoint Financial, LLC 7.61% Reduce -0.3% 646,698 $19.1M
Captrust Financial Advisors 0.07% Add +20.6% 625,269 $18.9M
Valued Wealth Advisors LLC 12.91% Add +22.9% 603,055 $18.2M
Willow Creek Wealth Management Inc. 2.13% Add +12.9% 602,050 $18.2M
Physician Wealth Advisors, Inc. 3.78% Add +3.2% 620,074 $18.0M
Allworth Financial LP 0.13% Reduce -2.0% 592,041 $17.9M
Awm Capital, LLC 2.94% Reduce -4.1% 583,803 $17.6M
SC&H Financial Advisors, Inc. 4.55% Add +3.9% 578,044 $17.5M
Stonehearth Capital Management, LLC 7.86% Add +4.2% 574,897 $17.4M
Kure Advisory, LLC 14.75% Add +5.2% 571,235 $17.3M
Legacy Financial Group, Inc. 6.77% Add +0.8% 568,724 $17.2M
Sax Wealth Advisors, LLC 1.98% Add +43.5% 561,989 $17.0M
MML Investors Services, LLC 0.07% Add +3.1% 552,187 $16.7M
Brogan Financial, Inc. 10.85% Add +5.0% 543,933 $16.4M
Pallas Capital Advisors LLC 0.67% Add +3.4% 531,325 $16.1M
Rappaport Reiches Capital Management, LLC 4.97% Add +14.3% 525,013 $15.9M
Annandale Capital, LLC 3.56% Add +16.4% 520,784 $15.7M
Focus Partners Advisor Solutions, LLC 0.45% Add +131.2% 518,105 $15.7M
Consilium Wealth Advisory, LLC 8.79% Add +3.8% 516,714 $15.6M
TCP Asset Management, LLC 3.91% Add +26.0% 490,202 $14.8M
AE Wealth Management LLC 0.16% Add +9.8% 481,100 $14.5M
FirstPurpose Wealth LLC 5.25% Add +3.7% 486,052 $14.5M
Evanson Asset Management, LLC 1.05% Add +8.9% 465,271 $14.1M
Chicago Partners Investment Group LLC 0.58% Add +9.0% 462,357 $13.7M
Pathstone Holdings, LLC 0.06% Reduce -1.5% 444,776 $13.4M
Quantum Financial Advisors, LLC 2.44% Add +81.2% 438,253 $13.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -40.2% 437,359 $13.2M
Essential Planning, LLC. 6.61% Add +0.2% 460,656 $13.2M
Sterling Financial Group, Inc. 6.18% Add +6.0% 430,633 $13.0M
Mercer Global Advisors Inc. 0.04% Reduce -1.1% 429,486 $13.0M
Spectrum Investment Advisors, Inc. 9.39% Add +10.6% 420,860 $12.7M
McCarthy & Cox 4.78% — 418,956 $12.7M
Builder Investment Group Inc. 3.67% Add +1.3% 417,400 $12.6M
PBMares Wealth Management LLC 3.23% Add +24.6% 410,944 $12.4M
Financial Alternatives, Inc 9.57% Add +7.2% 409,454 $12.4M
Financial Advocates Investment Management 0.70% Reduce -5.4% 400,436 $12.1M
tru Independence LLC 3.55% Reduce -17.6% 398,778 $12.1M
Arista Wealth Management, LLC 9.12% Reduce -62.8% 395,260 $11.9M
Pinnacle Associates Ltd. 0.18% Reduce -0.6% 383,301 $11.6M
Pinnacle Wealth Management Advisory Group, LLC 1.24% Reduce -0.6% 383,001 $11.6M
Advisory Alpha, LLC 0.47% Add +5.6% 382,174 $11.5M
Mendota Financial Group, LLC 6.74% Add +377.9% 381,187 $11.5M
1900 Wealth Management LLC 1.05% Reduce -50.1% 380,581 $11.5M
One Capital Management, LLC 0.41% New 371,155 $11.2M
Forum Private Client Group LLC 5.39% Add +6.0% 368,843 $11.1M
Schwarz Dygos Wheeler Investment Advisors LLC 3.16% Add +12.8% 368,110 $11.1M
Plancorp, LLC 0.48% Add +9.8% 365,280 $11.0M
Dynamic Advisor Solutions LLC 0.37% Add +6.5% 364,792 $11.0M
Exencial Wealth Advisors, LLC 0.39% Add +0.5% 345,681 $10.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.6% 340,997 $10.3M
JPMorgan Chase & Co. 0.00% Add +15.1% 340,989 $10.3M
Modera Wealth Management, LLC 0.15% Reduce -4.7% 335,193 $10.1M
Diversified Portfolios, Inc. 1.41% Add +2.7% 331,891 $10.0M
First National Corp. /Ma/ 2.41% No change 342,829 $9.8M
Brown Advisory Inc. 0.01% Add +256.8% 320,148 $9.7M
Envision Financial Planning, LLC 7.62% Add +3.9% 311,836 $9.4M
Midwest Heritage Bank, FSB 4.82% Add +80.2% 303,324 $9.2M
Guardian Wealth Advisors, LLC / NC 1.11% Add +4.0% 300,715 $9.1M
Liberty Wealth Management LLC 1.75% Add +3.6% 296,850 $9.0M
Baird Financial Group, Inc. 0.02% Add +0.3% 296,464 $9.0M
Raymond James & Associates 0.01% Add +1.8% 294,370 $8.9M
Jane Street Group, LLC 0.01% Reduce -27.5% 288,529 $8.7M
Fonville Wealth Management LLC 3.83% Add +32.2% 286,320 $8.7M
HighTower Advisors, LLC 0.01% Add +33.1% 280,550 $8.5M
Continuum Wealth Advisors, LLC 4.79% Reduce -2.3% 280,600 $8.5M
Okabena Investment Services Inc. 2.80% Reduce -23.1% 277,807 $8.4M
Private Advisor Group, LLC 0.06% Reduce -1.1% 276,835 $8.4M
Heritage Wealth Management, Inc./Texas 5.42% Add +3.0% 276,274 $8.3M
Allegiance Financial Group Advisory Services LLC 3.38% Add +14.6% 273,620 $8.3M
Austin Wealth Management, LLC 2.05% Add +19.5% 270,925 $8.3M
Stadion Money Management, LLC 0.52% Reduce -3.6% 267,781 $8.1M
Plan Group Financial, LLC 4.93% Add +14.0% 248,596 $7.5M
Thrivent Financial for Lutherans 0.01% Add +5.7% 245,517 $7.4M
Ledgewood Wealth Advisors, LLC 6.85% Add +6.0% 243,861 $7.4M
Adero Partners, LLC 0.56% Reduce -8.8% 243,464 $7.4M
Hurlow Wealth Management Group, Inc. 2.50% Add +0.9% 234,342 $7.1M
Equitable Holdings, Inc. 0.08% Add +46.9% 232,873 $7.0M
Morling Financial Advisors, LLC 4.01% Add +20.1% 231,876 $7.0M
Shira Ridge Wealth Management 4.00% Reduce -2.0% 231,144 $7.0M
Aspen Wealth Management LLC 2.69% Reduce -9.8% 230,599 $7.0M
Cowa, LLC 4.08% Reduce -3.3% 229,284 $6.9M
Stifel Financial Corp. 0.01% Add +2.4% 228,826 $6.9M
LPL Financial LLC 0.00% Add +27.8% 227,362 $6.9M
CVA Family Office, LLC 1.22% Reduce -3.9% 225,630 $6.8M
Security Financial Services, INC. 1.52% Add +4.1% 222,799 $6.7M
Wealthquest Corp 0.71% Add +14.0% 220,368 $6.7M
Fort Henry Capital, LLC 4.69% Add +4.5% 210,352 $6.4M
Osaic Holdings, Inc. 0.01% Add +17.3% 205,610 $6.2M
Flow Traders U.S. LLC 0.33% New 203,295 $6.1M
Apella Capital, LLC 0.30% Reduce -10.3% 199,651 $6.0M
D.B. Root & Company, LLC 2.04% Reduce -3.2% 199,249 $6.0M
CreativeOne Wealth, LLC 0.24% Add +202.7% 195,726 $5.9M
GEM Asset Management, LLC 3.88% Add +2.4% 199,063 $5.8M
Forza Wealth Management, LLC 2.95% Add +9.8% 187,670 $5.7M
Keating Wealth Management LLC 3.37% Add +22.6% 185,971 $5.6M
D.A. Davidson & Co. 0.05% Reduce -1.5% 185,125 $5.6M
Syverson Strege & Co 1.94% Add +3.1% 177,836 $5.4M
Dodds Wealth, LLC 2.18% Add +9.8% 177,385 $5.4M
Beacon Pointe Advisors, LLC 0.06% Add +5.3% 176,793 $5.3M
ERn Financial, LLC 0.91% Add +1.6% 174,428 $5.3M
Baker Boyer National Bank 1.80% Reduce -0.1% 172,860 $5.2M
Glass Jacobson Investment Advisors llc 1.95% Add +8.7% 172,201 $5.2M
Wealthspan Partners, LLC 3.04% Add +6.3% 170,959 $5.2M
RFG Advisory, LLC 0.17% Reduce -1.2% 166,858 $5.0M
Andrews, Lucia Wealth Management LLC 3.48% Add +5.4% 161,613 $4.9M
FMB Wealth Management 3.86% Reduce -0.0% 160,007 $4.8M
Tortoise Investment Management, LLC 0.58% Add +19.0% 157,841 $4.8M
Sutton Place Investors LLC 2.35% Add +14.1% 157,371 $4.8M
Waverly Advisors, LLC 0.11% Reduce -0.6% 155,694 $4.7M
RBF Capital, LLC 0.26% No change 155,000 $4.7M
CPA Asset Management Group, LLC 2.61% Add +1.8% 154,020 $4.7M
Vermillion & White Wealth Management Group, LLC 3.68% Add +10.2% 152,546 $4.6M
Premier Path Wealth Partners, LLC 0.87% Add +26.6% 152,286 $4.6M
Fermata Advisors, LLC 1.04% Add +4.6% 152,066 $4.6M
Integrated Wealth Concepts LLC 0.07% Add +99.1% 150,556 $4.5M
Market Street Wealth Management Advisors LLC 0.80% Add +10.3% 150,047 $4.5M
Drive Wealth Management, LLC 1.26% Add +9.7% 149,383 $4.5M
Clarity Capital Advisors, LLC 3.57% Add +6.6% 147,857 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.69% Add +3.1% 142,530 $4.3M
Wealthspire Advisors, LLC 0.06% Add +8.6% 142,524 $4.3M
CX Institutional 0.21% Add +9.1% 141,725 $4.3M
SOL Capital Management CO 0.54% Reduce -0.9% 141,330 $4.3M
Hutchinson Capital Management 0.86% Add +7.7% 140,132 $4.2M
CFS Investment Advisory Services, LLC 0.71% Reduce -2.7% 139,623 $4.2M
Walden Wealth Partners LLC 2.28% Add +6.3% 131,590 $3.9M
Maryland Capital Advisors Inc. 2.43% Add +0.7% 129,353 $3.9M
True Link Financial Advisors, LLC 0.37% Reduce -0.9% 127,615 $3.9M
Werba Rubin Papier Wealth Management 1.10% Add +6.6% 125,802 $3.8M
Bank of Montreal 0.00% Add +29.3% 124,965 $3.8M
Cahill Wealth Management, LLC 2.20% Add +4.3% 124,861 $3.8M
Ancora Advisors LLC 0.09% Add +5.0% 123,258 $3.7M
Pinnacle Financial Group, LLC / IL 1.62% Add +16.8% 121,960 $3.7M
Catalyst Private Wealth, LLC 1.92% Add +34.6% 121,472 $3.7M
Main Street Financial Solutions, LLC 0.39% Add +346.6% 121,332 $3.7M
AdvisorNet Financial, Inc 0.35% Reduce -27.2% 119,906 $3.6M
Northwest Wealth Management, LLC 0.99% Add +54.7% 119,763 $3.6M
ARK & TLK Investments, LLC 1.41% Reduce -21.6% 119,419 $3.6M
Oceanside Advisors LLC 2.96% Add +2.8% 118,453 $3.6M
Atria Investments, Inc 0.05% Add +19.4% 116,936 $3.5M
Bay Harbor Wealth Management, LLC 1.26% Add +9.0% 116,179 $3.5M
American Capital Advisory, LLC 3.03% Reduce -37.0% 128,903 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +38.1% 114,016 $3.4M
FinDec Wealth Services, Inc. 2.15% Reduce -0.8% 113,338 $3.4M
Quad-Cities Investment Group, LLC 1.99% Add +6.3% 112,531 $3.4M
TCI Wealth Advisors, Inc. 0.33% Add +23.9% 111,818 $3.4M
Capital Investment Advisory Services, LLC 0.35% Add +1.6% 109,267 $3.3M
IFP Advisors, Inc 0.14% Add +16.1% 106,456 $3.2M
Ameritas Advisory Services, LLC 0.13% New 108,235 $3.2M
Saxony Capital Management, LLC 3.87% Add +1.1% 106,220 $3.2M
180 Wealth Advisors, LLC 0.57% Add +34.2% 105,406 $3.2M
Old Mission Capital LLC 0.07% New 100,017 $3.0M
Cardiff Park Advisors, LLC 0.28% Reduce -2.0% 98,862 $3.0M
Signature Resources Capital Management, LLC 2.78% Reduce -5.1% 103,313 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +66.4% 93,763 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +66.4% 93,763 $2.8M
LaSalle St. Investment Advisors, LLC 1.52% Add +9.7% 90,290 $2.7M
United Advisor Group, LLC 0.99% New 87,591 $2.6M
Sollinda Capital Management LLC 0.81% Add +0.5% 86,236 $2.6M
Waterfront Wealth Inc. 0.72% New 87,713 $2.6M
U.S. Capital Wealth Advisors, LLC 0.10% Add +2.4% 84,786 $2.6M
Bridgewater Advisors Inc. 0.38% No change 83,362 $2.5M
Shearwater Capital LLC 1.85% Reduce -0.1% 83,058 $2.5M
Jacobi Capital Management LLC 0.23% Add +201.7% 82,857 $2.5M
Versant Capital Management, Inc 0.71% Reduce -2.1% 82,351 $2.5M
Ausdal Financial Partners, Inc. 0.29% Add +13.8% 82,285 $2.5M
BCU Wealth Advisors, LLC 2.02% Add +49.8% 78,656 $2.4M
DBK Financial Counsel, LLC 2.38% Add +34.4% 75,160 $2.3M
&partners 0.31% New 65,764 $2.3M
CGN Advisors LLC 0.29% Add +10.1% 74,442 $2.2M
Quarry Hill Advisors, LLC 1.64% Reduce -0.0% 73,683 $2.2M
Heritage Financial Services, LLC 0.33% Add +19.0% 73,183 $2.2M
Bridge Advisory, LLC 1.10% Reduce -4.5% 73,052 $2.2M
Colony Family Offices, LLC 0.71% Add +66.1% 72,809 $2.2M
WNY Asset Management, LLC 0.33% New 72,616 $2.2M
PFG Advisors 0.16% Add +4.2% 71,670 $2.2M
American Investment Services, Inc. 0.38% Reduce -0.4% 70,702 $2.1M
Retirement Guys Formula LLC 1.04% Reduce -4.3% 70,467 $2.1M
Assetmark, Inc. 0.01% Add +0.1% 70,419 $2.1M
Red Lighthouse Investment Management, LLC 0.85% No change 70,316 $2.1M
Robinson Smith Wealth Advisors LLC 2.01% Add +5.9% 69,362 $2.1M
Florida Trust Wealth Management Co 0.07% New 67,635 $2.0M
Rather & Kittrell, Inc. 0.61% Add +8.9% 67,253 $2.0M
Lodestone Wealth Management LLC 1.07% Add +0.1% 67,249 $2.0M
Aveo Capital Partners, LLC 0.22% Reduce -3.8% 68,064 $2.0M
Atria Wealth Solutions, Inc. 0.02% Add +3.7% 66,569 $2.0M
Financial Symmetry Inc 1.69% Add +0.8% 64,043 $1.9M
Jackson Thornton Wealth Management, LLC 0.33% Add +145.4% 63,582 $1.9M
Mustard Seed Financial, LLC 1.92% Add +57.1% 63,515 $1.9M
Hemington Wealth Management 0.68% New 62,448 $1.9M
Leading Edge Financial Planning LLC 0.84% Reduce -3.6% 62,469 $1.9M
Sanctuary Wealth Management, L.L.C. 1.53% Add +130.5% 62,385 $1.9M
Principal Securities, Inc. 0.06% Reduce -2.1% 62,344 $1.9M
Alkeme Wealth, LLC 0.87% Add +2.6% 62,860 $1.9M
Wescott Financial Advisory Group, LLC 0.23% Reduce -3.3% 62,061 $1.9M
Annapolis Financial Services, LLC 0.61% Reduce -80.1% 61,019 $1.8M
HFG Wealth Management, LLC 1.08% Add +2.1% 60,640 $1.8M
Birchcreek Wealth Management, LLC 0.96% Add +1.7% 60,628 $1.8M
AlTi Global, Inc. 0.05% Reduce -30.6% 59,800 $1.8M
Keb Asset Management, LLC 0.61% Add +4.2% 59,325 $1.8M
Burton Enright Welch 0.43% Reduce -0.1% 59,298 $1.8M
Valley National Advisers Inc. 0.27% Reduce -0.5% 58,245 $1.8M
Heritage Wealth Management, Inc. 1.73% Reduce -6.0% 57,821 $1.7M
Eaton-Cambridge Inc. 0.90% Add +9.7% 56,143 $1.7M
Weinberger Asset Management, Inc 0.81% Add +18.2% 55,603 $1.7M
Mraz, Amerine & Associates, Inc. 0.32% Reduce -18.9% 55,556 $1.7M
JPL Wealth Management, LLC 0.91% New 54,810 $1.7M
Claris Advisors, LLC / Mo / 0.82% Add +14.7% 54,061 $1.6M
Rehmann Capital Advisory Group 0.12% Reduce -1.3% 53,397 $1.6M
Newman Dignan & Sheerar, Inc. 0.42% Add +3.3% 51,446 $1.6M
R. W. Roge & Company, Inc. 0.92% Reduce -11.3% 50,553 $1.5M
Investmark Advisory Group LLC 0.83% Add +6.0% 50,365 $1.5M
Samalin Investment Counsel, LLC 0.70% Add +4.6% 48,262 $1.5M
Evermay Wealth Management LLC 0.22% Add +4.3% 48,185 $1.5M
USAdvisors Wealth Management, LLC 0.55% Add +2.7% 47,897 $1.4M
Mutual Advisors, LLC 0.05% Reduce -90.6% 46,940 $1.4M
Marshall Financial Group, LLC 0.41% Reduce -19.5% 46,666 $1.4M
CarsonAllaria Wealth Management, Ltd. 0.89% Add +1.2% 46,633 $1.4M
Total Wealth Planning, LLC 0.24% Reduce -4.5% 46,242 $1.4M
Spire Wealth Management 0.03% Add +3.2% 45,197 $1.4M
Meritas Wealth Management, LLC 0.95% Reduce -11.3% 44,926 $1.4M
Capstone Financial Advisors, Inc. 0.09% Add +7.9% 44,531 $1.3M
Melfa Wealth Management, Inc. 0.97% Add +0.4% 44,288 $1.3M
Cascade Wealth Advisors, Inc 1.13% — 45,369 $1.3M
Renaissance Technologies 0.00% Add +0.9% 42,600 $1.3M
My Personal CFO, LLC 0.73% Add +0.1% 41,699 $1.3M
Cerity Partners LLC 0.00% Add +372.0% 41,779 $1.2M
Elevate Wealth Advisory, Inc. 1.07% Reduce -30.6% 40,567 $1.2M
Lakeridge Wealth Management LLC 0.79% Reduce -5.4% 40,329 $1.2M
Abel Hall, LLC 0.90% Reduce -0.0% 39,765 $1.2M
Savant Capital, LLC 0.01% Reduce -54.8% 39,675 $1.2M
Integrated Advisors Network LLC 0.06% Add +58.6% 38,333 $1.2M
Altiora Financial Group, LLC 0.31% No change 38,028 $1.1M
Shore Point Advisors, LLC 0.65% Add +3.8% 37,826 $1.1M
Ballentine Capital Advisors, Inc 0.61% Reduce -0.6% 36,700 $1.1M
Forum Financial Management, LP 0.02% Reduce -3.6% 36,457 $1.1M
City State Bank 0.48% Add +19.7% 36,303 $1.1M
Thoroughbred Financial Services, LLC 0.10% Add +32.2% 35,709 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.12% Add +80.3% 35,569 $1.1M
Independent Advisor Alliance 0.04% Add +0.1% 35,287 $1.1M
Mills Wealth Advisors LLC 0.78% Reduce -33.9% 35,115 $1.1M
WMG Financial Advisors, LLC 0.60% Reduce -8.2% 34,856 $1.1M
Beverly Hills Private Wealth, LLC 0.24% No change 34,288 $1.0M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.0% 34,008 $1.0M
Edge Financial Advisors LLC 0.90% — 33,658 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +10.5% 33,661 $1.0M
Raymond James Trust N.A. 0.02% Add +4.2% 33,033 $998K
Integrity Wealth Solutions LLC 0.62% Add +3.0% 31,621 $956K
Morgan Stanley 0.00% Add +7.7% 30,580 $924K
Porter White Investment Advisors, Inc. 0.47% Add +26.9% 29,498 $891K
Forthright Family Wealth Advisory LLC 0.60% Add +7.3% 29,370 $888K
DHJJ Financial Advisors, Ltd. 0.38% Add +12.0% 28,490 $861K
Cresset Asset Management, LLC 0.00% Add +14.4% 28,371 $857K
G2 Capital Management, LLC / Oh 0.28% Add +7.6% 28,347 $857K
Peapack Gladstone Financial Corp. 0.01% Add +41.9% 27,770 $839K
Hartline Investment Corp./ 0.14% New 27,202 $822K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +63.4% 27,202 $822K
Barrett & Company, Inc. 0.38% Add +3.9% 26,785 $809K
Stock Yards Bank & Trust Co. 0.03% Add +119.7% 26,618 $804K
Acorn Wealth Advisors, LLC 0.42% Add +4.2% 26,336 $796K
Boyce & Associates Wealth Consulting, Inc. 1.02% Add +167.3% 26,173 $791K
Stone Summit Wealth LLC 0.27% Add +7.5% 25,974 $785K
Truist Financial Corp. 0.00% Reduce -1.9% 25,315 $765K
Greenspring Advisors, LLC 0.19% Add +211.5% 25,053 $757K
Sterling Wealth Management, Inc. 0.38% Reduce -20.0% 24,969 $755K
Tranquility Partners, LLC 0.29% Add +6.2% 24,957 $754K
B&D White Capital Company, LLC 0.17% Reduce -4.1% 24,804 $750K
Apollon Wealth Management, LLC 0.02% New 24,715 $747K
Cypress Point Wealth Management, LLC 0.38% Add +25.4% 24,253 $733K
Eldridge Investment Advisors, Inc. 0.19% Reduce -0.1% 23,940 $723K
Life Planning Partners, Inc 0.71% Add +69.5% 23,471 $709K
Townsquare Capital LLC 0.01% Reduce -0.1% 23,351 $706K
Citadel Advisors 0.00% Reduce -65.6% 23,004 $695K
Francis Financial, Inc. 0.22% No change 22,804 $689K
Five Oceans Advisors 0.35% Reduce -0.2% 22,237 $672K
Level Four Advisory Services, LLC 0.04% No change 23,285 $667K
Founders Financial Securities LLC 0.07% New 21,995 $665K
Bromfield Sneider Wealth Advisors 0.41% Add +19.4% 21,817 $659K
Stratos Wealth Partners, LTD. 0.01% Add +0.9% 21,729 $657K
Darrow Company, Inc. 0.42% No change 21,406 $647K
Bryant Woods Investment Advisors, LLC 0.38% Add +25.0% 21,312 $644K
Lam Group, Inc. 0.52% Add +20.0% 21,255 $642K
Mgo One Seven LLC 0.03% Reduce -24.7% 20,746 $627K
Private Trust Co. NA 0.07% Add +1.1% 20,369 $616K
B.O.S.S. Retirement Advisors, LLC 0.23% Reduce -3.0% 21,055 $603K
Collective Family Office LLC 0.19% Reduce -2.1% 19,711 $596K
Independent Financial Group, LLC 0.03% New 19,426 $587K
ML & R Wealth Management LLC 0.13% Reduce -32.9% 19,298 $583K
Financial Synergies Wealth Advisors, Inc. 0.08% Reduce -7.1% 19,193 $580K
WMS Partners, LLC 0.04% No change 19,020 $575K
Relative Value Partners Group, LLC 0.04% No change 19,744 $561K
VanderPol Investments L.L.C. 1.60% Reduce -3.9% 18,451 $558K
Seed Wealth Management, Inc. 0.53% No change 18,450 $555K
Firethorn Wealth Partners, LLC 0.33% Reduce -19.4% 18,360 $555K
Wealthfront Advisers LLC 0.00% Add +17.3% 17,740 $536K
Lauterbach Financial Advisors, LLC 0.34% Add +111.5% 17,096 $517K
RCS Financial Planning, LLC 0.32% Add +2.0% 17,086 $516K
Pinnacle Family Advisors, LLC 0.27% Add +0.5% 16,728 $506K
Longview Financial Advisors, Inc. 0.38% Reduce -0.3% 16,538 $500K
Financial Engines Advisors L.L.C. 0.00% Add +2.8% 16,484 $498K
Emprise Bank 0.33% — 16,467 $498K
Valeo Financial Advisors, LLC 0.02% Add +99.8% 16,873 $497K
BOS Asset Management, LLC 0.26% Add +0.2% 16,312 $493K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.1% 16,224 $490K
Bordeaux Wealth Advisors LLC 0.16% Add +0.2% 16,163 $488K
C M Bidwell & Associates Ltd. 0.33% Add +0.6% 16,161 $488K
REDW Wealth LLC 0.13% Reduce -4.7% 16,109 $487K
Gradient Capital Advisors, LLC 0.18% No change 16,092 $486K
Soundmark Wealth Management, LLC 0.21% Reduce -4.9% 16,030 $484K
Ruedi Wealth Management, Inc. 0.20% Reduce -5.2% 15,810 $478K
Vawter Financial, Ltd. 0.34% Reduce -7.9% 15,685 $474K
Clearstead Advisors, LLC 0.02% Add +4.5% 15,482 $470K
Cullen/Frost Bankers, Inc. 0.01% Reduce -37.6% 15,309 $463K
Cypress Wealth Services, LLC 0.11% No change 14,973 $452K
Girard Partners LTD. 0.04% Reduce -13.7% 14,886 $450K
Raffa Wealth Management, LLC 0.13% Add +0.1% 14,870 $449K
Narus Financial Partners, LLC 0.19% Add +10.5% 14,719 $445K
Keel Point, LLC 0.05% New 14,703 $444K
Bank of New York Mellon Corp 0.00% New 14,600 $441K
Passive Capital Management, LLC. 0.16% Add +2.0% 13,890 $420K
Farther Finance Advisors, LLC 0.02% Add +72.0% 13,562 $408K
Burney Co./ 0.02% Reduce -7.9% 13,307 $402K
Acorn Creek Capital LLC 0.25% Add +12.1% 13,173 $398K
Beacon Financial Advisory LLC 0.19% Add +0.0% 13,090 $396K
EP Wealth Advisors, LLC 0.00% Reduce -47.2% 12,913 $390K
IFG Advisory, LLC 0.03% Add +3.6% 12,651 $382K
Smartleaf Asset Management LLC 0.07% Add +2.0% 12,498 $378K
Sensible Financial Planning & Management, LLC. 0.08% New 12,521 $378K
HRT Financial LP 0.00% New 12,385 $374K
Compass Financial Group, INC 0.09% Add +13.5% 12,372 $374K
Wealthcare Advisory Partners LLC 0.01% Add +8.1% 11,872 $359K
Comerica Bank 0.00% Reduce -0.7% 11,695 $353K
Sprinkle Financial Consultants LLC 0.29% Add +1.3% 11,402 $345K
Harbour Capital Advisors, LLC 0.08% No change 11,411 $341K
Graves Light Lenhart Wealth, Inc. 0.04% No change 11,242 $340K
Well Done, LLC 0.07% No change 11,192 $338K
Tillman Hartley LLC 0.12% Add +5.1% 11,119 $336K
Eastover Investment Advisors LLC 0.16% No change 11,045 $334K
Salem Investment Counselors Inc. 0.01% Add +11.2% 10,594 $320K
Axxcess Wealth Management, LLC 0.01% No change 10,585 $320K
Capital Asset Advisory Services LLC 0.02% No change 10,585 $317K
First National Bank Sioux Falls 0.17% Reduce -32.1% 10,409 $315K
RS Crum Inc. 0.09% Add +0.4% 10,357 $313K
Karpas Strategies, LLC 0.10% Add +0.1% 10,142 $306K
Galvin, Gaustad & Stein, LLC 0.03% New 10,016 $303K
Beacon Financial Strategies CORP 0.22% Add +0.0% 9,975 $301K
Hibernia Wealth Partners, LLC 0.20% New 9,909 $299K
Earned Wealth Advisors, LLC 0.11% Add +20.0% 9,877 $298K
Essex Financial Services, Inc. 0.03% Reduce -0.7% 9,418 $285K
Hanover Advisors Inc. 0.12% Add +24.4% 9,406 $284K
Redmont Wealth Advisors LLC 0.39% No change 9,208 $278K
Cherry Tree Wealth Management, LLC 0.07% Add +29.1% 9,165 $277K
Gemmer Asset Management LLC 0.03% Add +0.0% 9,112 $275K
Compound Planning, Inc. 0.02% New 8,940 $270K
Clear Investment Research, LLC 0.36% Reduce -0.0% 8,862 $268K
LifePro Asset Management 0.17% New 8,639 $261K
IHT Wealth Management, LLC 0.01% Add +18.4% 8,346 $252K
Hill Investment Group Partners, LLC 0.04% Reduce -12.4% 8,288 $250K
O'shaughnessy Asset Management, LLC 0.00% Add +317.1% 8,158 $247K
HB Wealth Management, LLC 0.00% Reduce -29.7% 8,153 $246K
Satovsky Asset Management LLC 0.07% Add +0.2% 7,904 $239K
Keebeck Wealth Management 0.03% No change 7,725 $233K
Walter & Keenan Wealth Management LLC /in/ 0.08% New 7,707 $233K
Smithfield Trust Co 0.01% Add +83.3% 7,700 $232K
Cobblestone Capital Advisors LLC 0.01% No change 7,665 $232K
Kraft Asset Management, LLC 0.18% New 7,512 $227K
Bleakley Financial Group, LLC 0.01% New 7,501 $227K
Simplicity Wealth,LLC 0.01% New 7,501 $227K
KM Capital Management Ltd. 0.13% Add +0.2% 7,491 $226K
Orcam Financial Group 0.24% No change 7,262 $219K
Naples Global Advisors, LLC 0.02% No change 7,200 $218K
Dixon Fnancial Services, Inc. 0.12% New 7,140 $216K
BetterWealth, LLC 0.07% New 6,702 $203K
Frazier Financial Advisors, LLC 0.16% Reduce -0.7% 6,606 $200K
Concord Wealth Partners 0.03% Reduce -10.0% 6,258 $189K
Avior Wealth Management, LLC 0.01% Add +1580.8% 6,135 $185K
Asset Dedication, LLC 0.01% Add +348.2% 5,885 $179K
Wells Fargo & Company 0.00% Add +788.7% 5,892 $178K
Studio Investment Management LLC 0.04% Add +42.2% 5,735 $173K
First Manhattan Co. Llc. 0.00% New 5,566 $168K
Qube Research & Technologies Ltd 0.00% Add +529.0% 5,227 $158K
Harbour Investments, Inc. 0.01% Reduce -56.1% 4,922 $149K
DiNuzzo Private Wealth, Inc. 0.02% Add +2.9% 4,517 $137K
TD Waterhouse Canada Inc. 0.00% No change 4,358 $130K
Steward Partners Investment Advisory, LLC 0.00% Add +446.6% 4,039 $122K
Parallel Advisors, LLC 0.00% Reduce -5.9% 3,692 $112K
Morris Financial Concepts, Inc. 0.05% Reduce -10.3% 3,414 $103K
Blue Trust, Inc. 0.00% Add +2.2% 3,306 $100K
Aspire Private Capital, LLC 0.02% No change 3,115 $94K
Creative Financial Designs Inc. 0.01% Add +0.2% 2,999 $91K
Global Retirement Partners, LLC 0.00% New 2,533 $77K
Cassady Schiller Wealth Management, LLC 0.03% Add +8.6% 2,437 $74K
Colonial Trust Co / SC 0.01% No change 2,417 $73K
Phillips Financial Management, LLC 0.01% Reduce -12.9% 2,243 $68K
Parkside Financial Bank & Trust 0.01% Add +11.7% 1,447 $44K
JNBA Financial Advisors 0.00% Add +0.2% 1,424 $43K
US Bancorp \de 0.00% Reduce -91.0% 1,421 $43K
Hazlett, Burt & Watson, Inc. 0.02% New 1,328 $40K
Cwm, LLC 0.00% Add +105.2% 1,145 $35K
Atlas Capital Advisors Inc. 0.00% Reduce -82.3% 946 $29K
Global Trust Asset Management, LLC 0.01% No change 925 $28K
PNC Financial Services Group, Inc. 0.00% New 872 $26K
GPS Wealth Strategies Group, LLC 0.00% Add +7.4% 768 $23K
NBT Bank, N.A. 0.00% No change 721 $22K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -54.8% 634 $19K
Howe & Rusling Inc. 0.00% New 598 $18K
Washington Trust Advisors, Inc. 0.00% Add +2.1% 580 $18K
SJS Investment Consulting Inc. 0.00% No change 528 $16K
Financial Connections Group, Inc. 0.01% No change 386 $12K
Biltmore Family Office, LLC 0.00% No change 340 $10K
Orion Capital Management LLC 0.01% No change 326 $10K
Creative Capital Management Investments LLC 0.01% No change 323 $10K
ICA Group Wealth Management, LLC 0.00% New 200 $6K
AlphaMark Advisors, LLC 0.00% No change 200 $6K
Kathleen S. Wright Associates Inc. 0.00% New 170 $5K
Fortitude Family Office, LLC 0.00% New 168 $5K
EverSource Wealth Advisors, LLC 0.00% Add +34.2% 157 $5K
NorthRock Partners, LLC 0.00% No change 86 $3K
Cranbrook Wealth Management, LLC 0.00% No change 31 $934
Beaird Harris Wealth Management, LLC 0.00% No change 29 $877
West Financial Advisors, LLC 0.00% No change 9 $272
FMR LLC 0.00% New 1 $30
Sound Income Strategies, LLC 0.00% No change 1 $30

"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.