Dimensional InternationalDFAIETF
13F holders, Q2 2024 (June 30)502holders +26
32new positions
15sold out
2famous investors
$29.64avg. 13F price*
At the end of Q2 2024, 502 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 26 from Q1 2024. 32 opened new positions and 15 sold out. The largest holders were SYM FINANCIAL Corp ($185.1M), Cable Hill Partners, LLC ($162.2M) and Bank of America Corp. ($151.6M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $66.2M |
| Exits | 15 | $12.9M |
All 13F filers, Q1 2024 → Q2 2024: 26,250,636 shares bought and 5,704,905 shares sold, net +20,545,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 502 holders
| SYM FINANCIAL Corp | 29.50% | Add +2.4% | 6,237,518 | $185.1M |
| Cable Hill Partners, LLC | 17.59% | Add +3.6% | 5,466,015 | $162.2M |
| Bank of America Corp. | 0.01% | Add +8.9% | 5,111,180 | $151.6M |
| Northern Trust Corp. | 0.02% | Add +145.4% | 4,243,055 | $125.9M |
| Corient Private Wealth LP | 0.21% | Add +7.4% | 4,137,258 | $122.8M |
| Moisand Fitzgerald Tamayo, LLC | 15.25% | Add +3.0% | 3,432,784 | $101.9M |
| UBS Group AG | 0.02% | Add +109.2% | 2,651,471 | $78.7M |
| Royal Bank of Canada | 0.02% | Add +1.8% | 2,577,335 | $76.5M |
| EP Wealth Advisors, LLC | 0.78% | Add +19022.5% | 2,469,283 | $73.3M |
| OneDigital Investment Advisors LLC | 0.86% | Add +18.4% | 2,315,639 | $68.7M |
| Pure Financial Advisors, LLC | 1.89% | Add +183.9% | 2,292,311 | $68.0M |
| Mariner, LLC | 0.12% | Add +15.7% | 2,128,415 | $63.2M |
| Marquette Asset Management, LLC | 10.27% | Add +2.0% | 2,036,636 | $60.4M |
| LVZ, Inc. | 7.63% | Add +0.8% | 1,887,201 | $56.0M |
| Clearstead Advisors, LLC | 0.95% | Add +11972.0% | 1,868,990 | $55.5M |
| Root Financial Partners, LLC | 12.66% | Add +26.4% | 1,822,264 | $54.1M |
| RVW Wealth, LLC | 5.18% | Add +6.6% | 1,748,176 | $51.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +98.0% | 1,667,071 | $49.5M |
| Private Ocean, LLC | 4.20% | Add +6.9% | 1,605,339 | $47.6M |
| Kestra Advisory Services, LLC | 0.26% | Add +4.2% | 1,591,559 | $47.2M |
| Private Capital Management LLC | 9.19% | Add +61.9% | 1,559,409 | $46.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +17.4% | 1,558,413 | $46.2M |
| McIlrath & Eck, LLC | 6.46% | Add +2.4% | 1,466,379 | $43.5M |
| Zhang Financial LLC | 3.04% | Add +3.8% | 1,463,302 | $43.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.0% | 1,445,046 | $42.9M |
| RAM Investment Partners, LLC | 12.20% | Add +5.9% | 1,416,983 | $42.0M |
| Buckingham Strategic Wealth, LLC | 0.43% | Add +6.6% | 1,413,867 | $41.9M |
| Sequoia Financial Advisors, LLC | 0.50% | Add +7.3% | 1,386,892 | $41.1M |
| Financial Management Professionals, Inc. | 5.32% | New | 1,307,395 | $38.8M |
| Spinnaker Investment Group, LLC | 10.19% | Add +2.9% | 1,246,631 | $37.0M |
| Great Point Wealth Advisors, LLC | 8.30% | Add +4.8% | 1,223,407 | $36.3M |
| Bedel Financial Consulting, Inc. | 5.03% | Add +3.6% | 1,155,807 | $34.3M |
| Aquire Wealth Advisors, LLC | 11.51% | Add +7.2% | 1,154,562 | $34.3M |
| Financial Planning & Information Services, Inc. | 5.18% | Add +3.2% | 1,143,977 | $33.9M |
| Mather Group, Llc. | 0.39% | Add +4.0% | 1,035,050 | $31.3M |
| WNY Asset Management, LLC | 4.04% | Add +1315.3% | 1,027,759 | $30.5M |
| Apollon Wealth Management, LLC | 0.87% | Add +3812.1% | 966,878 | $28.7M |
| JFS Wealth Advisors, LLC | 2.26% | Reduce -0.5% | 964,162 | $28.6M |
| Mission Wealth Management, LP | 0.77% | Reduce -9.2% | 958,770 | $28.4M |
| Cetera Investment Advisers | 0.06% | Add +48.2% | 946,360 | $28.1M |
| Arista Wealth Management, LLC | 7.37% | Add +138.8% | 943,907 | $28.0M |
| Brighton Jones LLC | 0.92% | Add +20.0% | 941,322 | $27.9M |
| Wealth Dimensions Group, Ltd. | 7.76% | Add +10.6% | 916,998 | $27.2M |
| Betterment LLC | 0.07% | Add +9.5% | 905,454 | $26.9M |
| Vantage Financial Partners Ltd., Inc. | 6.51% | Add +0.9% | 883,624 | $26.2M |
| Chico Wealth RIA | 23.70% | Add +3.0% | 871,625 | $25.9M |
| Pioneer Wealth Management Group | 13.59% | Add +7.1% | 862,331 | $25.6M |
| NewEdge Advisors, LLC | 0.18% | Add +15.3% | 840,518 | $24.9M |
| Brown Advisory Inc. | 0.03% | Add +156.7% | 821,693 | $24.4M |
| LRI Investments, LLC | 2.76% | Add +2.3% | 818,151 | $24.3M |
| MAI Capital Management | 0.24% | Add +1.7% | 813,537 | $24.1M |
| Monument Group Wealth Advisors, LLC | 15.31% | Add +7.0% | 767,323 | $22.8M |
| Larson Financial Group LLC | 1.54% | Reduce -6.0% | 759,032 | $22.5M |
| Creative Planning | 0.02% | Add +1.4% | 740,118 | $22.0M |
| Aptus Capital Advisors, LLC | 0.41% | Add +3.0% | 724,657 | $21.5M |
| Perigon Wealth Management, LLC | 0.60% | Add +4.2% | 693,052 | $20.6M |
| Sax Wealth Advisors, LLC | 1.95% | Add +22.7% | 689,688 | $20.5M |
| DecisionPoint Financial, LLC | 6.78% | Add +2.1% | 660,463 | $20.2M |
| Willow Creek Wealth Management Inc. | 2.30% | Add +13.2% | 681,614 | $20.2M |
| Stadion Money Management, LLC | 1.64% | Add +151.6% | 673,850 | $20.0M |
| Physician Wealth Advisors, Inc. | 3.68% | Add +4.3% | 646,709 | $20.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.72% | Add +3.6% | 664,359 | $19.7M |
| Captrust Financial Advisors | 0.06% | Add +1.3% | 633,603 | $18.8M |
| Valued Wealth Advisors LLC | 12.87% | Add +4.8% | 631,774 | $18.7M |
| Annandale Capital, LLC | 3.85% | Add +19.7% | 623,228 | $18.5M |
| Stonehearth Capital Management, LLC | 7.83% | Add +7.2% | 616,152 | $18.3M |
| Allworth Financial LP | 0.12% | Add +0.3% | 594,069 | $18.0M |
| MML Investors Services, LLC | 0.07% | Add +9.6% | 605,426 | $18.0M |
| SC&H Financial Advisors, Inc. | 4.40% | Add +4.6% | 604,840 | $17.9M |
| Kure Advisory, LLC | 14.45% | Add +3.9% | 593,268 | $17.6M |
| Awm Capital, LLC | 2.63% | Reduce -0.3% | 582,313 | $17.3M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Add +12.1% | 580,853 | $17.2M |
| Advisory Alpha, LLC | 0.67% | Add +50.3% | 574,499 | $17.0M |
| Rappaport Reiches Capital Management, LLC | 5.02% | Add +9.3% | 574,090 | $17.0M |
| Dynamic Advisor Solutions LLC | 0.53% | Add +56.8% | 571,919 | $17.0M |
| Fiduciary Financial Group, LLC | 4.04% | — | 542,917 | $16.7M |
| Legacy Financial Group, Inc. | 6.34% | Reduce -0.8% | 563,956 | $16.7M |
| Brogan Financial, Inc. | 10.51% | Add +3.3% | 562,053 | $16.7M |
| &partners | 0.72% | Add +726.3% | 543,407 | $16.4M |
| Pallas Capital Advisors LLC | 0.74% | Add +1.3% | 538,104 | $16.4M |
| Diversify Wealth Management, LLC | 2.01% | — | 563,562 | $16.2M |
| Consilium Wealth Advisory, LLC | 8.41% | Add +0.5% | 519,270 | $15.4M |
| TCP Asset Management, LLC | 3.86% | Add +4.9% | 514,439 | $15.3M |
| Evanson Asset Management, LLC | 1.10% | Add +8.2% | 503,216 | $14.9M |
| Curated Wealth Partners LLC | 2.07% | — | 499,980 | $14.8M |
| Essential Planning, LLC. | 6.50% | Add +8.1% | 498,146 | $14.8M |
| Chicago Partners Investment Group LLC | 0.57% | Add +5.3% | 486,830 | $14.7M |
| Spectrum Investment Advisors, Inc. | 10.76% | Add +17.7% | 495,283 | $14.7M |
| Jane Street Group, LLC | 0.02% | Add +68.7% | 486,805 | $14.4M |
| AE Wealth Management LLC | 0.14% | Add +0.1% | 481,486 | $14.3M |
| PBMares Wealth Management LLC | 3.46% | Add +15.5% | 474,719 | $14.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +8.4% | 474,025 | $14.1M |
| Mendota Financial Group, LLC | 7.50% | Add +23.6% | 471,286 | $14.0M |
| Pathstone Holdings, LLC | 0.06% | Add +5.0% | 466,975 | $13.9M |
| Sterling Financial Group, Inc. | 5.99% | Add +3.4% | 445,053 | $13.2M |
| Quantum Financial Advisors, LLC | 2.32% | Add +1.4% | 444,382 | $13.2M |
| Builder Investment Group Inc. | 3.44% | Add +1.7% | 424,348 | $12.6M |
| tru Independence LLC | 3.73% | Add +4.3% | 416,056 | $12.3M |
| Financial Alternatives, Inc | 9.27% | Add +1.5% | 415,547 | $12.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.7% | 405,074 | $12.0M |
| McCarthy & Cox | 4.55% | Reduce -4.7% | 399,239 | $11.8M |
| Plancorp, LLC | 0.50% | Add +7.5% | 392,530 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Add +38.8% | 389,357 | $11.5M |
| One Capital Management, LLC | 0.39% | Add +3.8% | 385,189 | $11.4M |
| Forum Private Client Group LLC | 5.37% | Add +3.2% | 380,481 | $11.3M |
| Pinnacle Associates Ltd. | 0.18% | Reduce -1.0% | 379,432 | $11.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.16% | Reduce -1.0% | 379,132 | $11.2M |
| Landmark Wealth Management, Inc. | 6.13% | New | 375,510 | $11.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.06% | Add +1.6% | 373,806 | $11.1M |
| Old Mission Capital LLC | 0.28% | Add +255.4% | 355,419 | $10.5M |
| Private Advisor Group, LLC | 0.07% | Add +25.9% | 348,391 | $10.3M |
| GeoWealth Management, LLC | 0.45% | Reduce -50.0% | 346,881 | $10.3M |
| Modera Wealth Management, LLC | 0.15% | Add +2.0% | 342,015 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.8% | 338,371 | $10.0M |
| Diversified Portfolios, Inc. | 1.31% | Add +1.1% | 335,627 | $10.0M |
| LPL Financial LLC | 0.01% | Add +47.3% | 334,943 | $9.9M |
| Exencial Wealth Advisors, LLC | 0.37% | Reduce -3.6% | 333,250 | $9.9M |
| Fonville Wealth Management LLC | 3.90% | Add +15.7% | 331,360 | $9.8M |
| Envision Financial Planning, LLC | 7.41% | Add +4.6% | 326,111 | $9.7M |
| Heritage Wealth Management, Inc./Texas | 5.92% | Add +15.9% | 320,159 | $9.5M |
| Cerity Partners LLC | 0.03% | Add +659.5% | 317,291 | $9.4M |
| Allegiance Financial Group Advisory Services LLC | 3.51% | Add +13.0% | 309,273 | $9.2M |
| Guardian Wealth Advisors, LLC / NC | 1.07% | Add +2.6% | 308,526 | $9.2M |
| Baird Financial Group, Inc. | 0.02% | Add +2.8% | 304,862 | $9.0M |
| Austin Wealth Management, LLC | 2.12% | Add +9.1% | 295,565 | $9.0M |
| 1900 Wealth Management LLC | 0.83% | Reduce -20.9% | 300,892 | $8.9M |
| Midwest Heritage Bank, FSB | 4.49% | Reduce -1.2% | 299,766 | $8.9M |
| Ledgewood Wealth Advisors, LLC | 7.54% | Add +21.0% | 294,970 | $8.8M |
| Raymond James & Associates | 0.01% | Reduce -0.1% | 293,952 | $8.7M |
| First National Corp. /Ma/ | 2.04% | Reduce -15.8% | 288,545 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +15.3% | 283,077 | $8.4M |
| Two West Capital Advisors LLC | 7.97% | — | 281,399 | $8.3M |
| Liberty Wealth Management LLC | 1.52% | Add +90.8% | 566,360 | $8.3M |
| Okabena Investment Services Inc. | 2.62% | No change | 277,807 | $8.2M |
| SIMA Wealth Partners, LLC | 7.74% | — | 273,576 | $8.1M |
| Equitable Holdings, Inc. | 0.08% | Add +14.7% | 266,978 | $7.9M |
| Plan Group Financial, LLC | 4.78% | Add +5.9% | 263,373 | $7.8M |
| Wealthquest Corp | 0.79% | Add +13.8% | 250,717 | $7.4M |
| Morling Financial Advisors, LLC | 3.13% | Add +4.3% | 241,911 | $7.2M |
| Security Financial Services, INC. | 1.55% | Add +8.2% | 241,030 | $7.2M |
| Hurlow Wealth Management Group, Inc. | 2.39% | Add +0.2% | 234,821 | $7.0M |
| Shira Ridge Wealth Management | 3.86% | Add +1.1% | 233,566 | $6.9M |
| Adero Partners, LLC | 0.50% | Reduce -4.5% | 232,627 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 229,503 | $6.8M |
| CVA Family Office, LLC | 1.21% | Add +0.8% | 227,427 | $6.7M |
| Cowa, LLC | 3.59% | Reduce -1.1% | 226,820 | $6.7M |
| Fort Henry Capital, LLC | 4.76% | Add +6.0% | 223,025 | $6.6M |
| Aspen Wealth Management LLC | 2.27% | Reduce -4.3% | 220,798 | $6.6M |
| GEM Asset Management, LLC | 3.94% | Add +7.1% | 213,274 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | — | 205,867 | $6.1M |
| Forza Wealth Management, LLC | 3.14% | Add +9.2% | 204,965 | $6.1M |
| D.B. Root & Company, LLC | 2.07% | Add +2.7% | 204,610 | $6.1M |
| American Capital Advisory, LLC | 4.19% | Add +58.7% | 204,568 | $5.9M |
| Apella Capital, LLC | 0.26% | Reduce -3.6% | 192,456 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.5% | 185,890 | $5.5M |
| Glass Jacobson Investment Advisors llc | 2.01% | Add +7.9% | 185,851 | $5.5M |
| Syverson Strege & Co | 1.85% | Add +3.1% | 183,276 | $5.4M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.8% | 181,763 | $5.4M |
| Dodds Wealth, LLC | 2.09% | Add +0.6% | 178,411 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.1% | 178,638 | $5.3M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +0.4% | 177,553 | $5.3M |
| RFG Advisory, LLC | 0.17% | Add +5.8% | 176,601 | $5.2M |
| Wealthspan Partners, LLC | 2.89% | Add +3.2% | 176,436 | $5.2M |
| Tortoise Investment Management, LLC | 0.57% | Add +6.1% | 167,480 | $5.0M |
| Baker Boyer National Bank | 1.73% | Reduce -3.5% | 166,755 | $4.9M |
| Fermata Advisors, LLC | 1.12% | Add +8.5% | 165,027 | $4.9M |
| Andrews, Lucia Wealth Management LLC | 3.41% | No change | 161,613 | $4.9M |
| Sutton Place Investors LLC | 3.24% | Add +4.1% | 163,860 | $4.9M |
| FMB Wealth Management | 3.68% | Add +1.9% | 163,122 | $4.8M |
| Clarity Capital Advisors, LLC | 3.71% | Add +9.6% | 161,996 | $4.8M |
| Mutual Advisors, LLC | 0.14% | Add +239.2% | 159,204 | $4.8M |
| Drive Wealth Management, LLC | 1.27% | Add +6.6% | 159,274 | $4.7M |
| Premier Path Wealth Partners, LLC | 0.80% | Add +4.5% | 159,140 | $4.7M |
| CPA Asset Management Group, LLC | 2.51% | Add +2.5% | 157,848 | $4.7M |
| RBF Capital, LLC | 0.27% | No change | 155,000 | $4.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.5% | 152,833 | $4.5M |
| Market Street Wealth Management Advisors LLC | 0.78% | Add +1.7% | 152,567 | $4.5M |
| Waverly Advisors, LLC | 0.09% | Reduce -2.3% | 152,175 | $4.5M |
| Bay Harbor Wealth Management, LLC | 1.56% | Add +29.9% | 150,961 | $4.5M |
| Vermillion & White Wealth Management Group, LLC | 3.37% | Reduce -1.2% | 150,749 | $4.5M |
| Hutchinson Capital Management | 0.91% | Add +7.5% | 150,702 | $4.5M |
| Northwest Wealth Management, LLC | 1.15% | Add +25.3% | 150,074 | $4.5M |
| Wealthspire Advisors, LLC | 0.06% | Add +4.8% | 149,379 | $4.4M |
| Cahill Wealth Management, LLC | 2.64% | Add +19.5% | 149,227 | $4.4M |
| Hemington Wealth Management | 1.49% | Add +138.4% | 148,906 | $4.4M |
| CX Institutional | 0.20% | Add +2.9% | 145,789 | $4.3M |
| ERn Financial, LLC | 0.72% | Reduce -16.6% | 145,390 | $4.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.63% | Add +1.8% | 145,034 | $4.3M |
| CFS Investment Advisory Services, LLC | 0.34% | Add +0.6% | 140,494 | $4.2M |
| SOL Capital Management CO | 0.49% | Reduce -2.1% | 138,300 | $4.1M |
| Bank of Montreal | 0.00% | Add +9.3% | 136,640 | $4.1M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -30.9% | 135,168 | $4.0M |
| Walden Wealth Partners LLC | 2.24% | Add +2.6% | 135,083 | $4.0M |
| Ancora Advisors LLC | 0.10% | Add +7.5% | 132,564 | $3.9M |
| TCI Wealth Advisors, Inc. | 0.37% | Add +17.3% | 131,125 | $3.9M |
| Maryland Capital Advisors Inc. | 2.08% | Add +0.8% | 130,406 | $3.9M |
| Catalyst Private Wealth, LLC | 1.97% | Add +3.4% | 125,651 | $3.7M |
| Main Street Financial Solutions, LLC | 0.35% | Add +3.0% | 124,973 | $3.7M |
| First National Advisers, LLC | 0.67% | New | 124,195 | $3.7M |
| Werba Rubin Papier Wealth Management | 1.01% | Reduce -2.0% | 123,284 | $3.7M |
| True Link Financial Advisors, LLC | 0.34% | Reduce -4.4% | 122,013 | $3.6M |
| Lynx Investment Advisory | 2.68% | — | 121,808 | $3.6M |
| AdvisorNet Financial, Inc | 0.33% | Add +0.7% | 120,795 | $3.6M |
| Oceanside Advisors LLC | 2.89% | Add +1.9% | 120,708 | $3.6M |
| 180 Wealth Advisors, LLC | 0.58% | Add +9.5% | 115,442 | $3.5M |
| ARK & TLK Investments, LLC | 1.31% | Reduce -0.9% | 118,345 | $3.5M |
| Ameritas Advisory Services, LLC | 0.13% | Add +8.8% | 117,753 | $3.5M |
| Quad-Cities Investment Group, LLC | 1.91% | Add +3.2% | 116,169 | $3.4M |
| Pinnacle Financial Group, LLC / IL | 1.47% | Reduce -4.8% | 116,135 | $3.4M |
| FinDec Wealth Services, Inc. | 2.13% | Add +0.3% | 113,717 | $3.4M |
| IFP Advisors, Inc | 0.13% | Add +4.7% | 111,459 | $3.3M |
| Elser Financial Planning, Inc | 0.55% | — | 110,848 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.34% | Add +1.2% | 110,542 | $3.3M |
| Sollinda Capital Management LLC | 0.99% | Add +27.1% | 109,643 | $3.3M |
| United Advisor Group, LLC | 1.00% | Add +24.4% | 108,959 | $3.2M |
| Colony Family Offices, LLC | 1.02% | Add +47.3% | 107,222 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.9% | 105,033 | $3.1M |
| Jacobi Capital Management LLC | 0.27% | Add +24.9% | 103,479 | $3.1M |
| Signature Resources Capital Management, LLC | 2.47% | Reduce -3.1% | 100,151 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +4.0% | 97,497 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +4.0% | 97,497 | $2.9M |
| BCU Wealth Advisors, LLC | 2.10% | Add +21.7% | 95,703 | $2.8M |
| Versant Capital Management, Inc | 0.69% | Add +11.1% | 91,525 | $2.7M |
| DBK Financial Counsel, LLC | 2.92% | Add +20.3% | 90,380 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +6.0% | 89,909 | $2.7M |
| First National Bank of Omaha | 0.17% | Reduce -95.3% | 85,296 | $2.5M |
| Colorado Capital Management, Inc. | 1.38% | New | 83,245 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -28.8% | 83,211 | $2.5M |
| Bridgewater Advisors Inc. | 0.31% | Reduce -1.0% | 82,562 | $2.5M |
| Shearwater Capital LLC | 1.81% | Add +0.0% | 83,059 | $2.5M |
| LaSalle St. Investment Advisors, LLC | 1.22% | Reduce -9.1% | 82,094 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -0.3% | 82,070 | $2.4M |
| Waterfront Wealth Inc. | 0.66% | Reduce -6.6% | 81,934 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | Add +20.8% | 81,680 | $2.4M |
| CGN Advisors LLC | 0.28% | Add +7.2% | 79,821 | $2.4M |
| Heritage Financial Services, LLC | 0.34% | Add +8.9% | 79,688 | $2.4M |
| Cardiff Park Advisors, LLC | 0.23% | Reduce -19.7% | 79,392 | $2.4M |
| Mustard Seed Financial, LLC | 2.21% | Add +22.3% | 77,670 | $2.3M |
| Jackson Thornton Wealth Management, LLC | 0.35% | Add +22.1% | 77,620 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +8.9% | 76,716 | $2.3M |
| Robinson Smith Wealth Advisors LLC | 1.99% | Add +10.1% | 76,350 | $2.3M |
| PFG Advisors | 0.15% | Add +4.1% | 74,611 | $2.2M |
| Quarry Hill Advisors, LLC | 1.46% | Reduce -0.0% | 73,673 | $2.2M |
| Bridge Advisory, LLC | 1.07% | Add +0.5% | 73,402 | $2.2M |
| American Investment Services, Inc. | 0.37% | Reduce -0.1% | 70,615 | $2.1M |
| Red Lighthouse Investment Management, LLC | 0.87% | No change | 70,316 | $2.1M |
| Keb Asset Management, LLC | 0.70% | Add +17.7% | 69,817 | $2.1M |
| HFG Wealth Management, LLC | 1.29% | Add +12.3% | 68,125 | $2.0M |
| Aveo Capital Partners, LLC | 0.23% | No change | 68,064 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +139.1% | 67,846 | $2.0M |
| Lodestone Wealth Management LLC | 1.06% | Add +0.7% | 67,716 | $2.0M |
| Financial Symmetry Inc | 1.56% | Add +5.5% | 67,565 | $2.0M |
| Rather & Kittrell, Inc. | 0.55% | Add +0.0% | 67,280 | $2.0M |
| Sanctuary Wealth Management, L.L.C. | 1.49% | Add +6.7% | 66,551 | $2.0M |
| Retirement Guys Formula LLC | 0.92% | Reduce -8.1% | 64,739 | $1.9M |
| JPL Wealth Management, LLC | 0.92% | Add +16.0% | 63,576 | $1.9M |
| Alkeme Wealth, LLC | 0.90% | Add +1.1% | 63,556 | $1.9M |
| Saxony Capital Management, LLC | 2.04% | Reduce -41.2% | 62,483 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.59% | — | 59,778 | $1.8M |
| Edge Financial Advisors LLC | 1.89% | Add +82.7% | 61,507 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.47% | Add +19.1% | 61,276 | $1.8M |
| Waypoint Capital Advisors, LLC | 0.45% | New | 61,094 | $1.8M |
| Leading Edge Financial Planning LLC | 0.72% | Reduce -2.7% | 60,809 | $1.8M |
| Weinberger Asset Management, Inc | 0.84% | Add +8.7% | 60,421 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.21% | Reduce -3.0% | 60,180 | $1.8M |
| Principal Securities, Inc. | 0.05% | Reduce -4.3% | 59,655 | $1.8M |
| Heritage Wealth Management, Inc. | 1.70% | Add +2.7% | 59,394 | $1.8M |
| Burton Enright Welch | 0.40% | Reduce -0.3% | 59,134 | $1.8M |
| AlTi Global, Inc. | 0.05% | Reduce -1.8% | 58,700 | $1.7M |
| Eaton-Cambridge Inc. | 0.89% | Add +4.3% | 58,558 | $1.7M |
| Valley National Advisers Inc. | 0.26% | Reduce -0.3% | 58,083 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | New | 57,690 | $1.7M |
| Claris Advisors, LLC / Mo / | 0.86% | Add +3.7% | 56,052 | $1.7M |
| Annapolis Financial Services, LLC | 0.54% | Reduce -8.8% | 55,657 | $1.7M |
| Apollon Financial, LLC | 0.53% | New | 54,912 | $1.6M |
| Founders Financial Securities LLC | 0.15% | Add +146.7% | 54,250 | $1.6M |
| Investmark Advisory Group LLC | 0.85% | Add +7.0% | 53,880 | $1.6M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -3.8% | 51,379 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +43.9% | 51,374 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.31% | Reduce -8.6% | 50,759 | $1.5M |
| Samalin Investment Counsel, LLC | 0.67% | Add +0.2% | 48,379 | $1.4M |
| Evermay Wealth Management LLC | 0.23% | Reduce -0.8% | 47,777 | $1.4M |
| CarsonAllaria Wealth Management, Ltd. | 0.86% | Add +1.1% | 47,166 | $1.4M |
| Total Wealth Planning, LLC | 0.23% | Reduce -2.1% | 45,252 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.49% | Reduce -1.9% | 46,972 | $1.4M |
| Melfa Wealth Management, Inc. | 0.93% | Add +0.8% | 44,633 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.09% | Reduce -0.1% | 44,508 | $1.3M |
| Keel Point, LLC | 0.12% | Add +198.4% | 43,873 | $1.3M |
| Marshall Financial Group, LLC | 0.36% | Reduce -6.3% | 43,728 | $1.3M |
| R. W. Roge & Company, Inc. | 0.74% | Reduce -13.5% | 43,721 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +30.9% | 43,243 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -7.5% | 41,804 | $1.2M |
| Meritas Wealth Management, LLC | 0.86% | Reduce -8.3% | 41,195 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +19.6% | 40,243 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +4.5% | 40,046 | $1.2M |
| City State Bank | 0.48% | Add +9.9% | 39,903 | $1.2M |
| Abel Hall, LLC | 0.83% | Reduce -0.3% | 39,632 | $1.2M |
| Shore Point Advisors, LLC | 0.66% | Add +4.2% | 39,415 | $1.2M |
| Life Planning Partners, Inc | 1.04% | Add +63.8% | 38,436 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -3.3% | 38,384 | $1.1M |
| Lakeridge Wealth Management LLC | 0.68% | Reduce -4.9% | 38,369 | $1.1M |
| Altiora Financial Group, LLC | 0.27% | No change | 38,028 | $1.1M |
| Evoke Wealth, LLC | 1.62% | Reduce -97.6% | 37,140 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.47% | Add +30.3% | 37,115 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +0.9% | 36,787 | $1.1M |
| Ballentine Capital Advisors, Inc | 0.58% | Reduce -0.2% | 36,636 | $1.1M |
| Independent Advisor Alliance | 0.04% | Add +1.0% | 35,649 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | No change | 35,569 | $1.1M |
| Mills Wealth Advisors LLC | 0.75% | Add +0.5% | 35,277 | $1.0M |
| Cypress Point Wealth Management, LLC | 0.49% | Add +44.5% | 35,033 | $1.0M |
| Integrity Wealth Solutions LLC | 0.67% | Add +10.2% | 34,857 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.84% | Reduce -14.2% | 34,818 | $1.0M |
| Private Trust Co. NA | 0.11% | Add +69.0% | 34,422 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.22% | No change | 34,288 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -2.7% | 33,094 | $982K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +98.2% | 32,666 | $969K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +17.5% | 32,627 | $968K |
| Boyce & Associates Wealth Consulting, Inc. | 1.12% | Add +22.5% | 32,072 | $952K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Add +48.5% | 31,257 | $927K |
| My Personal CFO, LLC | 0.48% | Reduce -27.6% | 30,202 | $896K |
| G2 Capital Management, LLC / Oh | 0.27% | Add +4.4% | 29,585 | $878K |
| Porter White Investment Advisors, Inc. | 0.46% | Reduce -1.4% | 29,073 | $863K |
| Vestia Personal Wealth Advisors | 0.92% | — | 29,061 | $862K |
| Independent Financial Group, LLC | 0.03% | Add +49.4% | 29,030 | $861K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +1.3% | 27,550 | $817K |
| Stone Summit Wealth LLC | 0.29% | Add +5.0% | 27,276 | $809K |
| Barrett & Company, Inc. | 0.36% | Add +0.0% | 26,795 | $795K |
| Acorn Wealth Advisors, LLC | 0.39% | Add +1.3% | 26,683 | $792K |
| Level Four Advisory Services, LLC | 0.04% | Add +14.0% | 26,548 | $788K |
| Private Wealth Management Group, LLC | 0.34% | New | 26,454 | $785K |
| Forthright Family Wealth Advisory LLC | 0.50% | Reduce -10.2% | 26,388 | $783K |
| Tranquility Partners, LLC | 0.30% | Add +5.5% | 26,342 | $782K |
| IFG Advisory, LLC | 0.05% | Add +107.7% | 26,271 | $779K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 26,143 | $776K |
| WMG Financial Advisors, LLC | 0.41% | Reduce -25.7% | 25,906 | $769K |
| Eldridge Investment Advisors, Inc. | 0.19% | Add +7.3% | 25,687 | $762K |
| Cascade Wealth Advisors, Inc | 0.55% | Reduce -44.8% | 25,045 | $748K |
| Birchcreek Wealth Management, LLC | 0.42% | Reduce -58.5% | 25,172 | $747K |
| Greenspring Advisors, LLC | 0.18% | No change | 25,053 | $743K |
| Sterling Wealth Management, Inc. | 0.35% | No change | 24,969 | $741K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.9% | 24,097 | $715K |
| B&D White Capital Company, LLC | 0.14% | Reduce -5.7% | 23,381 | $694K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -13.0% | 23,161 | $687K |
| Townsquare Capital LLC | 0.01% | Reduce -2.0% | 22,875 | $679K |
| Francis Financial, Inc. | 0.21% | No change | 22,804 | $677K |
| Morgan Stanley | 0.00% | Reduce -25.5% | 22,773 | $676K |
| Mgo One Seven LLC | 0.03% | Add +8.4% | 22,491 | $667K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +38.3% | 22,433 | $666K |
| Wealthfront Advisers LLC | 0.00% | Add +22.2% | 21,676 | $643K |
| Lam Group, Inc. | 0.54% | Add +0.9% | 21,445 | $636K |
| Darrow Company, Inc. | 0.41% | No change | 21,406 | $635K |
| Lauterbach Financial Advisors, LLC | 0.42% | Add +26.6% | 21,642 | $635K |
| VanderPol Investments L.L.C. | 1.90% | Add +14.1% | 21,060 | $625K |
| Tillman Hartley LLC | 0.21% | Add +87.9% | 20,895 | $620K |
| Collective Family Office LLC | 0.17% | Reduce -0.1% | 19,692 | $584K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +1.5% | 19,487 | $578K |
| RCS Financial Planning, LLC | 0.34% | Add +12.7% | 19,248 | $571K |
| Firethorn Wealth Partners, LLC | 0.32% | Add +4.7% | 19,228 | $571K |
| WMS Partners, LLC | 0.04% | Reduce -0.3% | 18,972 | $563K |
| Earned Wealth Advisors, LLC | 0.21% | Add +89.7% | 18,739 | $556K |
| Avior Wealth Management, LLC | 0.02% | Add +200.9% | 18,461 | $548K |
| Seed Wealth Management, Inc. | 0.48% | No change | 18,450 | $547K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +17.2% | 17,939 | $532K |
| Longview Financial Advisors, Inc. | 0.40% | Add +6.9% | 17,674 | $524K |
| Emprise Bank | 0.32% | Add +6.4% | 17,516 | $520K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +0.5% | 16,807 | $499K |
| Compass Financial Group, INC | 0.11% | Add +33.8% | 16,549 | $491K |
| Vawter Financial, Ltd. | 0.33% | Add +4.7% | 16,421 | $487K |
| Bordeaux Wealth Advisors LLC | 0.09% | Add +1.3% | 16,372 | $486K |
| Bank of New York Mellon Corp | 0.00% | Add +11.0% | 16,200 | $481K |
| REDW Wealth LLC | 0.13% | No change | 16,109 | $478K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 16,092 | $477K |
| BOS Asset Management, LLC | 0.22% | Reduce -1.9% | 15,994 | $475K |
| Salem Investment Counselors Inc. | 0.02% | Add +50.7% | 15,963 | $474K |
| Narus Financial Partners, LLC | 0.19% | Add +5.8% | 15,575 | $462K |
| Ruedi Wealth Management, Inc. | 0.18% | Reduce -2.0% | 15,491 | $460K |
| Raffa Wealth Management, LLC | 0.13% | Add +0.7% | 14,976 | $444K |
| Invst, LLC | 0.05% | New | 14,861 | $442K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -15.5% | 14,259 | $423K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -7.0% | 13,929 | $413K |
| Five Oceans Advisors | 0.22% | Reduce -37.5% | 13,886 | $412K |
| Passive Capital Management, LLC. | 0.15% | Reduce -0.8% | 13,784 | $409K |
| PCA Investment Advisory Services Inc. | 0.21% | New | 13,615 | $404K |
| Acorn Creek Capital LLC | 0.24% | Add +2.3% | 13,470 | $400K |
| C M Bidwell & Associates Ltd. | 0.27% | Reduce -16.7% | 13,461 | $399K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.9% | 13,433 | $399K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +31.6% | 13,184 | $391K |
| Citadel Advisors | 0.00% | Reduce -43.5% | 12,987 | $385K |
| Sensible Financial Planning & Management, LLC. | 0.08% | Add +1.3% | 12,682 | $376K |
| Girard Partners LTD. | 0.04% | Reduce -15.5% | 12,578 | $373K |
| Krilogy Financial LLC | 0.03% | New | 12,174 | $361K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.7% | 11,556 | $343K |
| Sprinkle Financial Consultants LLC | 0.27% | Add +1.3% | 11,549 | $343K |
| Harbour Capital Advisors, LLC | 0.08% | No change | 11,411 | $339K |
| Comerica Bank | 0.00% | Reduce -2.8% | 11,366 | $337K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 11,242 | $334K |
| Well Done, LLC | 0.07% | Add +0.2% | 11,215 | $333K |
| Eastover Investment Advisors LLC | 0.16% | No change | 11,045 | $329K |
| Compound Planning, Inc. | 0.02% | Add +23.5% | 11,038 | $327K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -16.8% | 10,891 | $323K |
| Gemmer Asset Management LLC | 0.03% | Add +19.1% | 10,856 | $322K |
| Burney Co./ | 0.01% | Reduce -19.4% | 10,722 | $318K |
| Continuum Wealth Advisors, LLC | 0.17% | Reduce -96.2% | 10,682 | $317K |
| Concord Wealth Partners | 0.05% | Add +67.0% | 10,451 | $310K |
| First National Bank Sioux Falls | 0.16% | No change | 10,409 | $309K |
| Montis Financial, LLC | 0.14% | New | 10,313 | $306K |
| Karpas Strategies, LLC | 0.10% | Add +1.1% | 10,250 | $304K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -5.6% | 9,994 | $300K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.6% | 9,994 | $297K |
| Clear Investment Research, LLC | 0.38% | Add +11.7% | 9,896 | $294K |
| Black Point Wealth Management | 0.30% | — | 9,611 | $285K |
| Beacon Financial Strategies CORP | 0.20% | Reduce -7.7% | 9,208 | $273K |
| Redmont Wealth Advisors LLC | 0.43% | No change | 9,208 | $273K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.5% | 9,273 | $272K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 9,165 | $272K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +18.8% | 9,156 | $272K |
| Breakwater Capital Group | 0.06% | New | 9,066 | $269K |
| RS Crum Inc. | 0.07% | Reduce -13.5% | 8,958 | $266K |
| Washington Trust Advisors, Inc. | 0.02% | Add +1399.0% | 8,694 | $258K |
| Tudor Investment Corporation | 0.00% | New | 8,653 | $257K |
| Tiaa Trust, National Association | 0.00% | New | 8,405 | $249K |
| HB Wealth Management, LLC | 0.00% | Add +2.0% | 8,319 | $247K |
| Wealth Architects, LLC | 0.03% | New | 8,290 | $246K |
| Satovsky Asset Management LLC | 0.06% | Add +1.3% | 8,005 | $238K |
| Warwick Investment Management, Inc. | 0.06% | New | 7,997 | $237K |
| Studio Investment Management LLC | 0.05% | Add +39.2% | 7,983 | $237K |
| Williams & Novak, LLC | 0.22% | New | 7,948 | $236K |
| Dixon Fnancial Services, Inc. | 0.13% | Add +11.2% | 7,942 | $236K |
| Elevation Wealth Partners, LLC | 0.11% | New | 7,857 | $233K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.7% | 7,856 | $233K |
| Ethos Financial Group, LLC | 0.04% | New | 7,752 | $230K |
| Smithfield Trust Co | 0.01% | No change | 7,700 | $230K |
| Keebeck Wealth Management | 0.03% | No change | 7,725 | $229K |
| Financial Advocates Investment Management | 0.01% | Reduce -97.8% | 8,978 | $228K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 7,665 | $227K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.2% | 7,663 | $227K |
| Simplicity Wealth,LLC | 0.01% | Add +2.2% | 7,663 | $227K |
| KM Capital Management Ltd. | 0.12% | Add +1.3% | 7,588 | $225K |
| Kraft Asset Management, LLC | 0.18% | Reduce -1.7% | 7,384 | $219K |
| Ariadne Wealth Management, LP | 0.17% | — | 7,357 | $218K |
| LifePro Asset Management | 0.15% | Reduce -15.8% | 7,276 | $216K |
| Orcam Financial Group | 0.23% | No change | 7,262 | $215K |
| Hanover Advisors Inc. | 0.10% | Reduce -23.4% | 7,203 | $214K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $214K |
| FineMark National Bank & Trust | 0.01% | New | 7,100 | $211K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -16.7% | 6,906 | $210K |
| Vestor Capital, LLC | 0.02% | New | 6,788 | $201K |
| Frazier Financial Advisors, LLC | 0.16% | Add +0.1% | 6,609 | $196K |
| Asset Dedication, LLC | 0.01% | Reduce -10.5% | 5,268 | $156K |
| Cassady Schiller Wealth Management, LLC | 0.06% | Add +106.2% | 5,024 | $149K |
| Morris Financial Concepts, Inc. | 0.07% | Add +40.8% | 4,807 | $143K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 4,517 | $134K |
| Wells Fargo & Company | 0.00% | Reduce -26.8% | 4,314 | $128K |
| Fort Vancouver Investment Management, LLC | 0.12% | — | 4,235 | $126K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.8% | 4,047 | $120K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,039 | $120K |
| Fairscale Capital, LLC | 0.10% | — | 3,628 | $112K |
| Parallel Advisors, LLC | 0.00% | No change | 3,692 | $110K |
| Kings Path Partners LLC | 0.05% | — | 3,374 | $100K |
| Blue Trust, Inc. | 0.00% | No change | 3,306 | $100K |
| Creative Financial Designs Inc. | 0.01% | Add +1.3% | 3,037 | $90K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -35.8% | 2,798 | $83K |
| US Bancorp \de | 0.00% | Add +87.5% | 2,665 | $79K |
| Lanark Financial, Inc. | 0.01% | New | 2,646 | $78K |
| Aspire Private Capital, LLC | 0.02% | Reduce -17.4% | 2,572 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +1.3% | 2,566 | $76K |
| Colonial Trust Co / SC | 0.01% | No change | 2,417 | $72K |
| Phillips Financial Management, LLC | 0.01% | Add +3.5% | 2,322 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -81.6% | 2,295 | $68K |
| Olistico Wealth, LLC | 0.04% | New | 1,973 | $59K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,900 | $56K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.2% | 1,464 | $43K |
| JNBA Financial Advisors | 0.00% | Add +1.3% | 1,442 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +1.3% | 1,345 | $40K |
| Raleigh Capital Management Inc. | 0.02% | New | 1,262 | $37K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,053 | $31K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 946 | $28K |
| Global Trust Asset Management, LLC | 0.01% | No change | 925 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 872 | $26K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +27.6% | 809 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 768 | $23K |
| NBT Bank, N.A. | 0.00% | No change | 721 | $21K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 528 | $16K |
| Anfield Capital Management, LLC | 0.01% | New | 410 | $12K |
| Financial Connections Group, Inc. | 0.01% | No change | 386 | $11K |
| Cwm, LLC | 0.00% | Reduce -67.1% | 377 | $11K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $10K |
| Creative Capital Management Investments LLC | 0.00% | No change | 323 | $10K |
| Orion Capital Management LLC | 0.00% | Reduce -21.2% | 257 | $8K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $6K |
| PrairieView Partners, LLC | 0.00% | New | 206 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +1.2% | 170 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 158 | $5K |
| Headlands Technologies LLC | 0.00% | New | 137 | $4K |
| Evolution Advisers, Inc. | 0.00% | New | 118 | $3K |
| Signaturefd, LLC | 0.00% | New | 45 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $917 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 29 | $861 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $268 |
| FMR LLC | 0.00% | Add +300.0% | 4 | $119 |
| 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.