Dimensional InternationalDFAIETF
13F holders, Q3 2024 (September 30)515holders +13
32new positions
16sold out
2famous investors
$31.73avg. 13F price*
At the end of Q3 2024, 515 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 13 from Q2 2024. 32 opened new positions and 16 sold out. The largest holders were SYM FINANCIAL Corp ($200.4M), Bank of America Corp. ($191.9M) and Cable Hill Partners, LLC ($172.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional International Co.
- CUSIP
- 25434V203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $102.1M |
| Exits | 16 | $23.6M |
All 13F filers, Q2 2024 → Q3 2024: 24,687,178 shares bought and 3,930,701 shares sold, net +20,756,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| SYM FINANCIAL Corp | 26.81% | Add +1.1% | 6,304,666 | $200.4M |
| Bank of America Corp. | 0.02% | Add +18.1% | 6,038,795 | $191.9M |
| Cable Hill Partners, LLC | 16.99% | Reduce -0.6% | 5,435,925 | $172.8M |
| Northern Trust Corp. | 0.02% | Add +1.8% | 4,318,409 | $137.2M |
| Corient Private Wealth LP | 0.21% | Add +1.7% | 4,206,593 | $133.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +126.0% | 3,767,842 | $119.7M |
| Moisand Fitzgerald Tamayo, LLC | 15.42% | Add +3.0% | 3,535,704 | $112.4M |
| Royal Bank of Canada | 0.02% | Add +33.9% | 3,450,760 | $109.7M |
| Pure Financial Advisors, LLC | 2.11% | Add +20.8% | 2,768,230 | $88.0M |
| UBS Group AG | 0.02% | Add +3.3% | 2,737,713 | $87.0M |
| &partners | 1.65% | Add +390.5% | 2,665,373 | $85.3M |
| OneDigital Investment Advisors LLC | 0.88% | Add +4.8% | 2,427,194 | $77.1M |
| Root Financial Partners, LLC | 12.33% | Add +33.1% | 2,425,472 | $77.1M |
| Clearstead Advisors, LLC | 1.16% | Add +26.4% | 2,361,738 | $75.1M |
| Mariner, LLC | 0.13% | Add +7.0% | 2,276,664 | $72.4M |
| EP Wealth Advisors, LLC | 0.60% | Reduce -10.5% | 2,211,105 | $70.3M |
| Marquette Asset Management, LLC | 10.30% | Add +0.4% | 2,045,007 | $65.0M |
| LVZ, Inc. | 7.68% | Add +0.1% | 1,888,694 | $60.0M |
| RVW Wealth, LLC | 5.39% | Add +4.5% | 1,826,043 | $58.0M |
| Wealthspire Advisors, LLC | 0.59% | Add +1116.1% | 1,816,611 | $57.7M |
| Evoke Wealth, LLC | 1.54% | Add +4680.6% | 1,775,520 | $56.4M |
| Kestra Advisory Services, LLC | 0.29% | Add +2.3% | 1,628,374 | $51.7M |
| WNY Asset Management, LLC | 5.98% | Add +57.0% | 1,613,286 | $51.3M |
| Focus Partners Wealth | 0.16% | New | 1,573,731 | $50.0M |
| Sequoia Financial Advisors, LLC | 0.51% | Add +8.7% | 1,507,902 | $47.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -3.5% | 1,503,138 | $47.8M |
| Zhang Financial LLC | 2.98% | Add +1.6% | 1,486,018 | $47.2M |
| RAM Investment Partners, LLC | 12.21% | Add +4.1% | 1,475,425 | $46.9M |
| Private Capital Management LLC | 8.17% | Reduce -8.9% | 1,421,322 | $45.2M |
| Financial Management Professionals, Inc. | 5.58% | Add +8.3% | 1,415,358 | $45.0M |
| McIlrath & Eck, LLC | 5.66% | Reduce -5.7% | 1,383,022 | $44.0M |
| Spinnaker Investment Group, LLC | 10.21% | Add +5.4% | 1,313,618 | $41.7M |
| Financial Planning & Information Services, Inc. | 5.47% | Add +9.2% | 1,249,354 | $39.7M |
| Great Point Wealth Advisors, LLC | 8.44% | Add +1.7% | 1,243,728 | $39.5M |
| Bedel Financial Consulting, Inc. | 5.49% | Add +6.0% | 1,224,848 | $38.9M |
| Aquire Wealth Advisors, LLC | 11.99% | Add +4.1% | 1,202,117 | $38.2M |
| Brown Advisory Inc. | 0.04% | Add +33.2% | 1,094,307 | $34.8M |
| Wealth Dimensions Group, Ltd. | 8.63% | Add +16.9% | 1,071,601 | $34.1M |
| Betterment LLC | 0.08% | Add +17.9% | 1,067,672 | $33.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -26.6% | 1,061,023 | $33.7M |
| Cetera Investment Advisers | 0.07% | Add +11.2% | 1,052,445 | $33.4M |
| Apollon Wealth Management, LLC | 0.92% | Add +6.0% | 1,025,219 | $32.6M |
| JFS Wealth Advisors, LLC | 2.14% | Add +4.4% | 1,006,310 | $32.0M |
| Mather Group, Llc. | 0.40% | Reduce -4.7% | 986,075 | $31.3M |
| Arista Wealth Management, LLC | 7.50% | Add +4.1% | 982,344 | $31.2M |
| Mission Wealth Management, LP | 0.76% | Add +1.2% | 970,510 | $30.8M |
| First National Bank of Omaha | 1.90% | Add +997.0% | 935,738 | $29.7M |
| Pioneer Wealth Management Group | 13.95% | Add +6.8% | 920,663 | $29.3M |
| Brighton Jones LLC | 1.06% | Reduce -6.0% | 885,112 | $28.1M |
| First National Advisers, LLC | 4.46% | Add +608.9% | 880,385 | $28.0M |
| Chico Wealth RIA | 23.34% | Reduce -1.5% | 858,585 | $27.3M |
| PBMares Wealth Management LLC | 5.66% | Add +79.5% | 852,115 | $27.1M |
| Monument Group Wealth Advisors, LLC | 16.00% | Add +9.2% | 837,896 | $26.6M |
| MAI Capital Management | 0.25% | Add +0.4% | 816,466 | $25.9M |
| LRI Investments, LLC | 2.45% | Add +3.9% | 849,950 | $25.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +61.9% | 767,379 | $24.4M |
| Aptus Capital Advisors, LLC | 0.37% | Add +5.1% | 761,399 | $24.2M |
| Willow Creek Wealth Management Inc. | 2.54% | Add +11.6% | 760,804 | $24.2M |
| NewEdge Advisors, LLC | 0.16% | Reduce -10.5% | 752,178 | $23.9M |
| LPL Financial LLC | 0.01% | Add +124.4% | 751,673 | $23.9M |
| Stadion Money Management, LLC | 1.78% | Add +10.1% | 741,753 | $23.6M |
| Sax Wealth Advisors, LLC | 2.10% | Add +7.4% | 740,965 | $23.5M |
| Creative Planning | 0.02% | Reduce -0.5% | 736,419 | $23.4M |
| GeoWealth Management, LLC | 0.81% | Add +107.1% | 718,249 | $22.8M |
| Perigon Wealth Management, LLC | 0.61% | Add +3.5% | 716,982 | $22.8M |
| Larson Financial Group LLC | 1.27% | Reduce -7.7% | 700,443 | $22.3M |
| Focus Partners Advisor Solutions, LLC | 0.46% | Add +19.1% | 691,973 | $22.0M |
| Annandale Capital, LLC | 4.40% | Add +11.0% | 691,940 | $22.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 12.75% | Add +1.8% | 676,218 | $21.5M |
| MML Investors Services, LLC | 0.08% | Add +10.7% | 670,191 | $21.3M |
| DecisionPoint Financial, LLC | 6.50% | Reduce -2.2% | 646,153 | $20.5M |
| SC&H Financial Advisors, Inc. | 4.46% | Add +6.1% | 641,758 | $20.4M |
| Physician Wealth Advisors, Inc. | 3.66% | Add +1.3% | 655,177 | $20.3M |
| Captrust Financial Advisors | 0.06% | Add +0.5% | 636,613 | $20.2M |
| Stonehearth Capital Management, LLC | 8.02% | Add +3.0% | 634,554 | $20.2M |
| Rappaport Reiches Capital Management, LLC | 5.31% | Add +9.4% | 628,163 | $20.0M |
| BWM Planning, LLC | 8.73% | — | 619,224 | $19.7M |
| Valued Wealth Advisors LLC | 12.65% | Reduce -2.8% | 613,850 | $19.5M |
| Kure Advisory, LLC | 17.19% | Add +1.8% | 604,058 | $19.2M |
| Advisory Alpha, LLC | 0.68% | Add +4.6% | 600,848 | $19.1M |
| Brogan Financial, Inc. | 10.66% | Add +4.8% | 589,324 | $18.7M |
| Dynamic Advisor Solutions LLC | 0.56% | Add +2.7% | 587,366 | $18.7M |
| Allworth Financial LP | 0.11% | Reduce -1.7% | 583,731 | $18.6M |
| Old Mission Capital LLC | 0.41% | Add +64.2% | 583,612 | $18.5M |
| Awm Capital, LLC | 2.22% | Reduce -0.6% | 579,025 | $18.4M |
| Fiduciary Financial Group, LLC | 4.20% | Add +7.8% | 585,486 | $18.3M |
| Pallas Capital Advisors LLC | 0.76% | Add +8.6% | 584,273 | $17.8M |
| Diversify Wealth Management, LLC | 1.70% | Add +3.1% | 580,922 | $17.7M |
| Legacy Financial Group, Inc. | 5.86% | Add +1.3% | 571,326 | $17.2M |
| AE Wealth Management LLC | 0.15% | Add +11.0% | 534,433 | $17.0M |
| Curated Wealth Partners LLC | 2.17% | Add +6.5% | 532,666 | $16.9M |
| Pathstone Holdings, LLC | 0.07% | Add +13.0% | 527,561 | $16.8M |
| Evanson Asset Management, LLC | 1.18% | Add +4.8% | 527,450 | $16.8M |
| TCP Asset Management, LLC | 3.86% | Add +2.4% | 526,839 | $16.7M |
| Mendota Financial Group, LLC | 7.93% | Add +10.8% | 522,236 | $16.6M |
| Essential Planning, LLC. | 6.64% | Add +2.2% | 509,172 | $16.2M |
| Spectrum Investment Advisors, Inc. | 11.07% | Add +2.6% | 507,975 | $16.1M |
| Quantum Financial Advisors, LLC | 2.50% | Add +13.1% | 502,602 | $16.0M |
| Consilium Wealth Advisory, LLC | 8.54% | Reduce -5.2% | 492,180 | $15.6M |
| Chicago Partners Investment Group LLC | 0.53% | Add +0.7% | 490,097 | $14.9M |
| HighTower Advisors, LLC | 0.02% | Add +19.0% | 463,376 | $14.7M |
| tru Independence LLC | 4.25% | Add +9.9% | 457,110 | $14.5M |
| Baird Financial Group, Inc. | 0.03% | Add +49.4% | 455,338 | $14.5M |
| Sterling Financial Group, Inc. | 6.03% | Reduce -0.3% | 443,783 | $14.1M |
| Builder Investment Group Inc. | 3.69% | Add +1.9% | 432,553 | $13.7M |
| Financial Alternatives, Inc | 9.22% | Reduce -0.8% | 412,289 | $13.1M |
| One Capital Management, LLC | 0.41% | Add +4.4% | 402,050 | $12.8M |
| Private Advisor Group, LLC | 0.08% | Add +13.7% | 396,207 | $12.6M |
| Plancorp, LLC | 0.51% | Add +0.2% | 393,218 | $12.5M |
| Forum Private Client Group LLC | 5.52% | Add +2.8% | 390,998 | $12.4M |
| Landmark Wealth Management, Inc. | 6.17% | Add +3.8% | 389,742 | $12.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.15% | No change | 379,132 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -6.2% | 379,803 | $12.0M |
| Envision Financial Planning, LLC | 6.25% | Add +14.5% | 373,436 | $11.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.84% | Reduce -4.0% | 358,932 | $11.4M |
| Diversified Portfolios, Inc. | 1.18% | Add +6.0% | 355,719 | $11.3M |
| Asset Planning Corporation | 7.37% | New | 355,471 | $11.3M |
| Fonville Wealth Management LLC | 3.84% | Add +5.6% | 350,033 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.0% | 348,514 | $11.1M |
| Pinnacle Associates Ltd. | 0.19% | Add +1.6% | 385,525 | $11.0M |
| Heritage Wealth Management, Inc./Texas | 6.38% | Add +8.1% | 346,118 | $11.0M |
| Allegiance Financial Group Advisory Services LLC | 3.65% | Add +6.8% | 330,315 | $10.5M |
| Exencial Wealth Advisors, LLC | 0.38% | Reduce -1.1% | 329,521 | $10.5M |
| Modera Wealth Management, LLC | 0.13% | Reduce -3.8% | 328,954 | $10.5M |
| Austin Wealth Management, LLC | 2.29% | Add +12.9% | 333,611 | $10.4M |
| Guardian Wealth Advisors, LLC / NC | 1.12% | Add +5.8% | 326,264 | $10.4M |
| Ledgewood Wealth Advisors, LLC | 6.90% | Add +9.3% | 322,499 | $10.2M |
| Two West Capital Advisors LLC | 8.26% | Add +13.9% | 320,584 | $10.2M |
| Equitable Holdings, Inc. | 0.10% | Add +17.4% | 313,551 | $10.0M |
| Wealthquest Corp | 0.87% | Add +24.4% | 312,017 | $9.9M |
| Midwest Heritage Bank, FSB | 4.54% | Add +1.8% | 305,084 | $9.7M |
| Flow Traders U.S. LLC | 0.48% | New | 300,736 | $9.6M |
| Raymond James & Associates | 0.01% | Add +0.6% | 295,714 | $9.4M |
| Susquehanna International Group, LLP | 0.02% | New | 293,221 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.8% | 291,038 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +174.6% | 288,410 | $9.2M |
| Liberty Wealth Management LLC | 1.54% | Reduce -49.6% | 285,622 | $9.1M |
| SIMA Wealth Partners, LLC | 7.81% | Add +3.4% | 282,953 | $9.0M |
| Morling Financial Advisors, LLC | 3.42% | Add +16.8% | 282,597 | $9.0M |
| First National Corp. /Ma/ | 2.00% | Reduce -2.1% | 282,368 | $9.0M |
| Okabena Investment Services Inc. | 2.49% | No change | 277,807 | $8.8M |
| CVA Family Office, LLC | 1.43% | Add +21.9% | 277,179 | $8.8M |
| Plan Group Financial, LLC | 4.65% | Add +5.2% | 277,115 | $8.8M |
| 1900 Wealth Management LLC | 0.70% | Reduce -14.6% | 256,941 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Add +42.5% | 254,563 | $8.1M |
| Shira Ridge Wealth Management | 4.06% | Add +7.3% | 250,742 | $8.0M |
| Security Financial Services, INC. | 1.61% | Add +3.3% | 248,951 | $7.9M |
| Hemington Wealth Management | 2.12% | Add +75.2% | 260,876 | $7.9M |
| Pure Portfolios Holdings LLC | 2.93% | — | 244,065 | $7.8M |
| Fort Henry Capital, LLC | 5.20% | Add +7.7% | 240,207 | $7.6M |
| Hurlow Wealth Management Group, Inc. | 2.33% | Add +0.0% | 234,915 | $7.5M |
| American Capital Advisory, LLC | 4.31% | Add +14.4% | 234,106 | $7.4M |
| CreativeOne Wealth, LLC | 0.25% | Add +72.7% | 233,381 | $7.4M |
| GEM Asset Management, LLC | 4.23% | Add +11.0% | 236,661 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.7% | 225,549 | $7.2M |
| Forza Wealth Management, LLC | 3.23% | Add +8.2% | 221,835 | $7.0M |
| Adero Partners, LLC | 0.46% | Reduce -7.2% | 215,993 | $6.9M |
| Tortoise Investment Management, LLC | 0.70% | Add +25.1% | 209,506 | $6.7M |
| D.B. Root & Company, LLC | 2.17% | Add +1.3% | 207,269 | $6.6M |
| Aspen Wealth Management LLC | 1.97% | Reduce -7.3% | 204,602 | $6.5M |
| Waypoint Capital Advisors, LLC | 1.32% | Add +220.2% | 195,629 | $6.2M |
| Kestra Investment Management, LLC | 0.26% | New | 192,435 | $6.1M |
| Glass Jacobson Investment Advisors llc | 2.01% | Add +2.8% | 191,043 | $6.1M |
| Fermata Advisors, LLC | 1.22% | Add +14.2% | 188,478 | $6.0M |
| Syverson Strege & Co | 2.00% | Add +2.5% | 187,800 | $6.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 186,212 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +607.6% | 184,978 | $5.9M |
| Colorado Capital Management, Inc. | 2.90% | Add +121.9% | 184,691 | $5.9M |
| Northwest Wealth Management, LLC | 1.37% | Add +22.8% | 184,227 | $5.9M |
| Cahill Wealth Management, LLC | 3.00% | Add +22.4% | 182,617 | $5.8M |
| Bay Harbor Wealth Management, LLC | 1.86% | Add +18.9% | 179,445 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.6% | 178,758 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +0.4% | 178,258 | $5.7M |
| RFG Advisory, LLC | 0.17% | Add +0.7% | 177,871 | $5.7M |
| CPA Asset Management Group, LLC | 2.69% | Add +11.0% | 175,226 | $5.6M |
| Dodds Wealth, LLC | 1.83% | Reduce -1.2% | 176,232 | $5.5M |
| Clarity Capital Advisors, LLC | 3.89% | Add +5.3% | 170,494 | $5.4M |
| Andrews, Lucia Wealth Management LLC | 3.83% | Add +12.7% | 182,119 | $5.4M |
| Wealthspan Partners, LLC | 2.67% | Reduce -3.7% | 169,956 | $5.4M |
| Baker Boyer National Bank | 1.78% | No change | 166,755 | $5.3M |
| Sutton Place Investors LLC | 3.24% | Add +1.7% | 166,701 | $5.3M |
| Premier Path Wealth Partners, LLC | 0.83% | Add +4.6% | 166,394 | $5.3M |
| Apella Capital, LLC | 0.21% | Reduce -13.8% | 165,929 | $5.2M |
| Cowa, LLC | 2.36% | Reduce -31.1% | 156,283 | $5.0M |
| Beckerman Institutional, LLC | 4.18% | — | 156,138 | $5.0M |
| Hutchinson Capital Management | 0.94% | Add +3.2% | 155,581 | $4.9M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.8% | 155,559 | $4.9M |
| FMB Wealth Management | 2.79% | Reduce -4.9% | 155,165 | $4.9M |
| RBF Capital, LLC | 0.25% | No change | 155,000 | $4.9M |
| Market Street Wealth Management Advisors LLC | 0.81% | Add +1.1% | 154,287 | $4.9M |
| Townsquare Capital LLC | 0.06% | Add +565.9% | 152,314 | $4.8M |
| Bank of Montreal | 0.00% | Add +10.2% | 150,516 | $4.8M |
| CX Institutional | 0.21% | Add +2.6% | 149,581 | $4.8M |
| Vermillion & White Wealth Management Group, LLC | 3.48% | Reduce -1.7% | 148,175 | $4.7M |
| Waverly Advisors, LLC | 0.09% | Reduce -2.7% | 148,062 | $4.7M |
| AdvisorNet Financial, Inc | 0.35% | Add +20.6% | 145,742 | $4.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.62% | Add +0.2% | 145,264 | $4.6M |
| TCI Wealth Advisors, Inc. | 0.38% | Add +9.4% | 143,491 | $4.6M |
| Catalyst Private Wealth, LLC | 2.21% | Add +12.8% | 141,773 | $4.5M |
| Jacobi Capital Management LLC | 0.34% | Add +36.4% | 141,105 | $4.5M |
| CFS Investment Advisory Services, LLC | 0.38% | Add +0.4% | 141,067 | $4.5M |
| Ancora Advisors LLC | 0.10% | Add +5.2% | 139,407 | $4.4M |
| ERn Financial, LLC | 0.67% | Reduce -4.2% | 139,362 | $4.4M |
| Maryland Capital Advisors Inc. | 2.14% | Add +6.3% | 138,579 | $4.4M |
| Main Street Financial Solutions, LLC | 0.39% | Add +7.6% | 134,431 | $4.3M |
| Cordgrass Capital Advisors, LLC | 1.23% | New | 133,976 | $4.3M |
| SOL Capital Management CO | 0.47% | Reduce -4.1% | 132,635 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -59.1% | 129,896 | $4.1M |
| Lynx Investment Advisory | 2.95% | Add +5.9% | 129,016 | $4.1M |
| 180 Wealth Advisors, LLC | 0.64% | Add +11.2% | 128,309 | $4.1M |
| Oceanside Advisors LLC | 2.95% | Add +3.3% | 124,676 | $4.0M |
| Quad-Cities Investment Group, LLC | 1.95% | Add +5.4% | 122,391 | $3.9M |
| True Link Financial Advisors, LLC | 0.33% | Reduce -1.2% | 120,515 | $3.8M |
| Werba Rubin Papier Wealth Management | 0.90% | Reduce -2.5% | 120,226 | $3.8M |
| Colony Family Offices, LLC | 1.18% | Add +11.2% | 119,271 | $3.8M |
| FinDec Wealth Services, Inc. | 2.17% | Add +3.4% | 117,593 | $3.7M |
| United Advisor Group, LLC | 0.84% | Add +7.3% | 116,934 | $3.7M |
| BCU Wealth Advisors, LLC | 2.18% | Add +20.4% | 115,185 | $3.7M |
| Pinnacle Financial Group, LLC / IL | 1.43% | Reduce -0.9% | 115,125 | $3.7M |
| ARK & TLK Investments, LLC | 1.28% | Reduce -4.3% | 113,257 | $3.6M |
| IFP Advisors, Inc | 0.13% | Add +0.7% | 112,286 | $3.6M |
| Sollinda Capital Management LLC | 1.00% | Add +1.2% | 110,991 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.5% | 104,840 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +7.5% | 104,840 | $3.3M |
| Mustard Seed Financial, LLC | 2.75% | Add +34.3% | 104,322 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +14.0% | 102,466 | $3.3M |
| Signature Resources Capital Management, LLC | 2.88% | Reduce -0.9% | 99,219 | $3.2M |
| DBK Financial Counsel, LLC | 3.15% | Add +8.4% | 97,959 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -49.5% | 104,022 | $3.1M |
| Versant Capital Management, Inc | 0.66% | Reduce -0.4% | 91,146 | $2.9M |
| LaSalle St. Investment Advisors, LLC | 1.12% | Add +8.9% | 89,433 | $2.8M |
| Heritage Financial Services, LLC | 0.37% | Add +10.5% | 88,044 | $2.8M |
| Florida Trust Wealth Management Co | 0.09% | Add +6.6% | 87,067 | $2.8M |
| Waterfront Wealth Inc. | 0.67% | Add +8.7% | 89,034 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -22.9% | 85,185 | $2.7M |
| Jackson Thornton Wealth Management, LLC | 0.36% | Add +9.5% | 85,001 | $2.7M |
| CGN Advisors LLC | 0.27% | Add +6.4% | 84,947 | $2.7M |
| Bridgewater Advisors Inc. | 0.28% | Add +6.6% | 87,977 | $2.7M |
| Sanctuary Wealth Management, L.L.C. | 1.91% | Add +26.6% | 84,232 | $2.7M |
| Shearwater Capital LLC | 1.82% | Add +0.0% | 83,060 | $2.6M |
| Weinberger Asset Management, Inc | 1.12% | Add +37.0% | 82,782 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -1.5% | 80,823 | $2.6M |
| Cardiff Park Advisors, LLC | 0.23% | Add +0.1% | 79,468 | $2.5M |
| PFG Advisors | 0.16% | Add +6.4% | 79,394 | $2.5M |
| Edge Financial Advisors LLC | 2.19% | Add +26.1% | 77,574 | $2.5M |
| Keb Asset Management, LLC | 0.72% | Add +7.8% | 75,291 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +8.7% | 73,740 | $2.3M |
| Quarry Hill Advisors, LLC | 1.56% | Reduce -0.7% | 73,173 | $2.3M |
| Bridge Advisory, LLC | 1.10% | Reduce -0.9% | 72,768 | $2.3M |
| Red Lighthouse Investment Management, LLC | 0.89% | Add +1.4% | 71,270 | $2.3M |
| Financial Symmetry Inc | 1.56% | Add +4.0% | 70,294 | $2.2M |
| American Investment Services, Inc. | 0.37% | Reduce -1.0% | 69,905 | $2.2M |
| Avior Wealth Management, LLC | 0.09% | Add +274.4% | 69,113 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.86% | Reduce -9.7% | 68,943 | $2.2M |
| Lodestone Wealth Management LLC | 1.08% | Add +0.3% | 67,928 | $2.2M |
| Aveo Capital Partners, LLC | 0.23% | Reduce -0.2% | 67,908 | $2.2M |
| Retirement Guys Formula LLC | 0.97% | Add +1.3% | 65,576 | $2.1M |
| Newman Dignan & Sheerar, Inc. | 0.49% | Add +8.7% | 66,631 | $2.0M |
| Private Wealth Management Group, LLC | 0.81% | Add +142.6% | 64,176 | $2.0M |
| Alkeme Wealth, LLC | 0.90% | Add +0.3% | 63,748 | $2.0M |
| HFG Wealth Management, LLC | 1.29% | No change | 68,125 | $2.0M |
| Saxony Capital Management, LLC | 1.80% | Reduce -1.0% | 61,873 | $2.0M |
| Rather & Kittrell, Inc. | 0.48% | Reduce -8.3% | 61,703 | $2.0M |
| Cypress Point Wealth Management, LLC | 0.77% | Add +75.9% | 61,613 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.58% | Add +2.6% | 61,356 | $1.9M |
| Claris Advisors, LLC / Mo / | 0.82% | Add +6.2% | 59,552 | $1.9M |
| Burton Enright Welch | 0.40% | Add +0.0% | 59,136 | $1.9M |
| Heritage Wealth Management, Inc. | 1.69% | Reduce -0.6% | 59,011 | $1.9M |
| Eaton-Cambridge Inc. | 0.88% | No change | 58,558 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +0.6% | 58,028 | $1.8M |
| Valley National Advisers Inc. | 0.33% | Reduce -0.6% | 57,754 | $1.8M |
| Leading Edge Financial Planning LLC | 0.60% | Reduce -7.3% | 56,379 | $1.8M |
| Apollon Financial, LLC | 0.52% | Add +1.6% | 55,774 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.19% | Reduce -8.0% | 55,357 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -64.4% | 56,728 | $1.7M |
| AlTi Global, Inc. | 0.04% | Reduce -8.0% | 54,000 | $1.7M |
| Tru Independence Asset Management 2, LLC | 1.44% | — | 53,644 | $1.7M |
| Investmark Advisory Group LLC | 0.81% | Reduce -2.0% | 52,821 | $1.7M |
| Savant Capital, LLC | 0.01% | Add +36.8% | 52,523 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Add +2.0% | 52,420 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +0.7% | 51,753 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +18.7% | 51,342 | $1.6M |
| Annapolis Financial Services, LLC | 0.47% | Reduce -10.4% | 49,891 | $1.6M |
| Evermay Wealth Management LLC | 0.25% | Add +2.2% | 48,828 | $1.6M |
| Samalin Investment Counsel, LLC | 0.67% | Add +0.3% | 48,517 | $1.5M |
| Founders Financial Securities LLC | 0.14% | Reduce -11.6% | 47,942 | $1.5M |
| CarsonAllaria Wealth Management, Ltd. | 0.86% | Add +0.3% | 47,306 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.27% | Reduce -7.1% | 47,137 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.52% | Reduce -0.1% | 46,936 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -23.6% | 45,551 | $1.4M |
| Lauterbach Financial Advisors, LLC | 0.87% | Add +108.6% | 45,147 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -90.7% | 45,107 | $1.4M |
| DHJJ Financial Advisors, Ltd. | 0.56% | Add +19.2% | 44,254 | $1.4M |
| Total Wealth Planning, LLC | 0.22% | Reduce -3.2% | 43,790 | $1.4M |
| Melfa Wealth Management, Inc. | 0.92% | Reduce -1.9% | 43,778 | $1.4M |
| Archvest Wealth Advisors, Inc. | 0.87% | New | 42,947 | $1.4M |
| City State Bank | 0.49% | Add +6.7% | 42,565 | $1.4M |
| Integrity Wealth Solutions LLC | 0.77% | Add +19.3% | 41,598 | $1.3M |
| Marshall Financial Group, LLC | 0.31% | Reduce -7.0% | 40,657 | $1.3M |
| R. W. Roge & Company, Inc. | 0.69% | Reduce -7.2% | 40,583 | $1.3M |
| Shore Point Advisors, LLC | 0.69% | Add +2.5% | 40,410 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +0.4% | 40,191 | $1.3M |
| Meritas Wealth Management, LLC | 0.79% | Reduce -2.7% | 40,093 | $1.3M |
| Trek Financial, LLC | 0.10% | New | 40,056 | $1.3M |
| Life Planning Partners, Inc | 1.12% | Add +2.3% | 39,320 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Add +25.7% | 39,290 | $1.2M |
| Keel Point, LLC | 0.10% | Reduce -11.9% | 38,664 | $1.2M |
| Abel Hall, LLC | 0.80% | Reduce -2.5% | 38,639 | $1.2M |
| Altiora Financial Group, LLC | 0.27% | Add +0.0% | 38,037 | $1.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +181.5% | 37,810 | $1.2M |
| Forum Financial Management, LP | 0.02% | Add +1.2% | 37,215 | $1.2M |
| Mills Wealth Advisors LLC | 0.81% | Add +5.0% | 37,054 | $1.2M |
| Ballentine Capital Advisors, Inc | 0.58% | Reduce -0.3% | 36,543 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +31.3% | 36,168 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.58% | Add +86.9% | 35,936 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.9% | 35,910 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | No change | 35,569 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.17% | Add +10.8% | 35,535 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.9% | 35,464 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +5.3% | 34,345 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.22% | No change | 34,288 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -1.3% | 33,990 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.80% | Reduce -2.9% | 33,799 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.0% | 33,428 | $1.1M |
| Lakeridge Wealth Management LLC | 0.58% | Reduce -13.2% | 33,304 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +35.7% | 32,695 | $1.0M |
| G2 Capital Management, LLC / Oh | 0.30% | Add +9.6% | 32,435 | $1.0M |
| Second Half Financial Partners, LLC | 0.54% | New | 32,221 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -22.9% | 32,213 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -73.3% | 31,495 | $1.0M |
| Stone Summit Wealth LLC | 0.30% | Add +8.8% | 29,674 | $943K |
| Vestia Personal Wealth Advisors | 0.87% | Add +0.4% | 29,186 | $928K |
| Wealthfront Advisers LLC | 0.00% | Add +31.5% | 28,507 | $906K |
| Tranquility Partners, LLC | 0.33% | Add +7.8% | 28,385 | $902K |
| Acorn Wealth Advisors, LLC | 0.39% | Add +6.2% | 28,334 | $900K |
| Morgan Stanley | 0.00% | Add +21.5% | 27,673 | $879K |
| Level Four Advisory Services, LLC | 0.04% | Add +9.7% | 29,109 | $878K |
| IFG Advisory, LLC | 0.05% | Add +0.1% | 26,288 | $835K |
| Eldridge Investment Advisors, Inc. | 0.19% | Add +0.7% | 25,853 | $822K |
| Citadel Advisors | 0.00% | Add +97.7% | 25,675 | $816K |
| JFG Wealth Management, LLC | 0.22% | New | 25,547 | $812K |
| Harbour Investments, Inc. | 0.02% | Add +528.0% | 25,414 | $808K |
| My Personal CFO, LLC | 0.44% | Reduce -16.1% | 25,350 | $806K |
| Greenspring Advisors, LLC | 0.17% | No change | 25,053 | $796K |
| Sterling Wealth Management, Inc. | 0.30% | Add +0.0% | 24,977 | $794K |
| Invst, LLC | 0.10% | Add +67.3% | 24,869 | $790K |
| Barrett & Company, Inc. | 0.34% | Reduce -7.4% | 24,823 | $789K |
| WMG Financial Advisors, LLC | 0.35% | Reduce -5.7% | 24,431 | $776K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +8.0% | 24,230 | $770K |
| Independent Financial Group, LLC | 0.03% | Reduce -16.8% | 24,142 | $767K |
| Cascade Wealth Advisors, Inc | 0.54% | Reduce -5.2% | 23,754 | $755K |
| VanderPol Investments L.L.C. | 1.68% | Add +12.7% | 23,742 | $755K |
| Mgo One Seven LLC | 0.03% | Add +4.7% | 23,546 | $748K |
| Porter White Investment Advisors, Inc. | 0.37% | Reduce -20.1% | 23,235 | $738K |
| B&D White Capital Company, LLC | 0.13% | Reduce -0.7% | 23,211 | $738K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 23,161 | $736K |
| Francis Financial, Inc. | 0.19% | No change | 22,804 | $725K |
| Bryant Woods Investment Advisors, LLC | 0.36% | New | 22,099 | $702K |
| Lam Group, Inc. | 0.49% | Add +1.9% | 21,855 | $695K |
| Tillman Hartley LLC | 0.20% | Add +4.1% | 21,743 | $691K |
| Darrow Company, Inc. | 0.40% | No change | 21,406 | $680K |
| Collective Family Office LLC | 0.18% | Add +4.7% | 20,625 | $655K |
| Assetmark, Inc. | 0.00% | Reduce -73.6% | 20,232 | $643K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Add +337.2% | 19,747 | $628K |
| Squire Investment Management Company, LLC | 0.30% | New | 19,646 | $624K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -56.0% | 19,607 | $623K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +0.6% | 19,597 | $623K |
| Compass Financial Group, INC | 0.12% | Add +18.3% | 19,576 | $622K |
| WMS Partners, LLC | 0.03% | Add +2.6% | 19,468 | $619K |
| Faithward Advisors, LLC | 0.10% | New | 18,361 | $584K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 17,939 | $570K |
| Longview Financial Advisors, Inc. | 0.42% | Add +1.0% | 17,848 | $567K |
| RCS Financial Planning, LLC | 0.31% | Reduce -9.2% | 17,486 | $556K |
| Breakwater Capital Group | 0.11% | Add +91.5% | 17,362 | $552K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +30.8% | 17,241 | $548K |
| Salem Investment Counselors Inc. | 0.02% | Add +7.8% | 17,211 | $547K |
| Renaissance Technologies | 0.00% | New | 16,800 | $534K |
| Emprise Bank | 0.31% | Reduce -4.3% | 16,767 | $533K |
| Narus Financial Partners, LLC | 0.19% | Add +6.6% | 16,600 | $528K |
| Pinnacle Family Advisors, LLC | 0.27% | Reduce -1.9% | 16,495 | $524K |
| Bordeaux Wealth Advisors LLC | 0.09% | Add +0.4% | 16,442 | $523K |
| Krilogy Financial LLC | 0.04% | Add +32.5% | 16,130 | $513K |
| REDW Wealth LLC | 0.13% | No change | 16,109 | $512K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 16,092 | $511K |
| Montag A & Associates Inc. | 0.02% | New | 16,048 | $510K |
| BOS Asset Management, LLC | 0.19% | Reduce -0.5% | 15,921 | $506K |
| Valeo Financial Advisors, LLC | 0.01% | Add +10.8% | 15,798 | $502K |
| Seed Wealth Management, Inc. | 0.39% | Reduce -16.3% | 15,450 | $491K |
| Raffa Wealth Management, LLC | 0.12% | Add +0.3% | 15,025 | $477K |
| Passive Capital Management, LLC. | 0.16% | Add +4.9% | 14,459 | $460K |
| Ruedi Wealth Management, Inc. | 0.16% | Reduce -7.2% | 14,379 | $457K |
| Hibernia Wealth Partners, LLC | 0.16% | New | 14,316 | $455K |
| PCA Investment Advisory Services Inc. | 0.21% | Add +5.1% | 14,312 | $455K |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.3% | 14,202 | $451K |
| Five Oceans Advisors | 0.21% | Add +1.1% | 14,046 | $446K |
| Earned Wealth Advisors, LLC | 0.13% | Reduce -26.6% | 13,749 | $437K |
| Acorn Creek Capital LLC | 0.23% | Reduce -0.5% | 13,408 | $426K |
| Vawter Financial, Ltd. | 0.26% | Reduce -18.6% | 13,362 | $425K |
| C M Bidwell & Associates Ltd. | 0.26% | Reduce -1.1% | 13,315 | $423K |
| Studio Investment Management LLC | 0.09% | Add +61.4% | 12,885 | $409K |
| Sensible Financial Planning & Management, LLC. | 0.08% | No change | 12,682 | $403K |
| GTS Securities LLC | 0.01% | New | 12,628 | $401K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Add +37.6% | 12,595 | $400K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 12,578 | $400K |
| Sprinkle Financial Consultants LLC | 0.26% | Add +0.4% | 11,598 | $369K |
| Forthright Family Wealth Advisory LLC | 0.24% | Reduce -54.5% | 12,008 | $368K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 11,591 | $368K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -16.9% | 11,568 | $368K |
| Stewardship Advisors, LLC | 0.10% | New | 11,504 | $366K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 11,242 | $357K |
| Comerica Bank | 0.00% | Reduce -1.3% | 11,222 | $357K |
| Harbour Capital Advisors, LLC | 0.08% | No change | 11,411 | $356K |
| Well Done, LLC | 0.07% | Reduce -0.2% | 11,192 | $356K |
| Eastover Investment Advisors LLC | 0.16% | No change | 11,045 | $351K |
| Team Hewins, LLC | 0.13% | New | 10,665 | $339K |
| Montis Financial, LLC | 0.12% | Add +2.5% | 10,569 | $336K |
| Clear Investment Research, LLC | 0.44% | Add +6.4% | 10,532 | $335K |
| Burney Co./ | 0.01% | Reduce -2.2% | 10,485 | $333K |
| Concord Wealth Partners | 0.06% | Add +0.2% | 10,476 | $333K |
| Silver Oak Securities, Incorporated | 0.04% | New | 10,391 | $331K |
| First National Bank Sioux Falls | 0.15% | No change | 10,409 | $331K |
| Compound Planning, Inc. | 0.02% | Reduce -6.8% | 10,283 | $327K |
| RS Crum Inc. | 0.08% | Add +12.8% | 10,103 | $321K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -9.1% | 9,901 | $315K |
| Black Point Wealth Management | 0.35% | Add +0.3% | 9,635 | $306K |
| Gemmer Asset Management LLC | 0.03% | Reduce -13.6% | 9,377 | $298K |
| Beacon Financial Strategies CORP | 0.20% | Add +0.0% | 9,209 | $293K |
| Redmont Wealth Advisors LLC | 0.46% | No change | 9,208 | $293K |
| Cherry Tree Wealth Management, LLC | 0.07% | Add +0.2% | 9,185 | $292K |
| Optivise Advisory Services LLC | 0.15% | New | 9,185 | $292K |
| TCV Trust & Wealth Management, Inc. | 0.03% | New | 9,030 | $287K |
| Wealth Architects, LLC | 0.03% | Add +7.9% | 8,944 | $284K |
| FineMark National Bank & Trust | 0.01% | Add +24.6% | 8,845 | $281K |
| Dixon Fnancial Services, Inc. | 0.15% | Add +10.6% | 8,784 | $279K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 8,694 | $276K |
| Safeguard Financial, LLC | 0.06% | New | 8,438 | $268K |
| Tiaa Trust, National Association | 0.00% | No change | 8,405 | $267K |
| HB Wealth Management, LLC | 0.00% | No change | 8,319 | $264K |
| Satovsky Asset Management LLC | 0.06% | Add +0.5% | 8,041 | $256K |
| Morris Financial Concepts, Inc. | 0.11% | Add +67.3% | 8,040 | $256K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.4% | 7,924 | $252K |
| Elevation Wealth Partners, LLC | 0.11% | Add +0.4% | 7,891 | $251K |
| Essex Financial Services, Inc. | 0.02% | Reduce -12.3% | 8,128 | $250K |
| Ethos Financial Group, LLC | 0.04% | Add +0.3% | 7,776 | $247K |
| Smithfield Trust Co | 0.01% | No change | 7,700 | $245K |
| Financial Advocates Investment Management | 0.01% | Add +0.7% | 9,040 | $244K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 7,665 | $244K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.4% | 7,743 | $243K |
| KM Capital Management Ltd. | 0.13% | Add +0.4% | 7,621 | $242K |
| Kraft Asset Management, LLC | 0.19% | Add +1.2% | 7,473 | $238K |
| LifePro Asset Management | 0.14% | No change | 7,276 | $231K |
| Orcam Financial Group | 0.22% | No change | 7,262 | $231K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $229K |
| Williams & Novak, LLC | 0.21% | Reduce -10.2% | 7,138 | $227K |
| Hanover Advisors Inc. | 0.10% | Reduce -1.2% | 7,116 | $226K |
| Ariadne Wealth Management, LP | 0.12% | Add +0.1% | 7,368 | $226K |
| Quadcap Wealth Management, LLC | 0.03% | New | 7,001 | $222K |
| Cambridge Financial Group, LLC | 0.09% | New | 6,928 | $220K |
| Vestor Capital, LLC | 0.02% | No change | 6,788 | $216K |
| Atria Investments, Inc | 0.00% | Reduce -91.9% | 6,772 | $215K |
| US Bancorp \de | 0.00% | Add +141.9% | 6,448 | $205K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -0.3% | 6,887 | $205K |
| Ascent Group, LLC | 0.02% | New | 6,358 | $202K |
| Wells Fargo & Company | 0.00% | Add +47.0% | 6,341 | $202K |
| Frazier Financial Advisors, LLC | 0.14% | Reduce -14.9% | 5,621 | $179K |
| Asset Dedication, LLC | 0.01% | No change | 5,268 | $167K |
| Cassady Schiller Wealth Management, LLC | 0.06% | No change | 5,024 | $160K |
| Fort Vancouver Investment Management, LLC | 0.14% | Add +18.0% | 4,996 | $159K |
| Voisard Asset Management Group, Inc. | 0.06% | New | 4,648 | $148K |
| Parallel Advisors, LLC | 0.00% | No change | 3,692 | $117K |
| Kings Path Partners LLC | 0.04% | Reduce -0.5% | 3,357 | $107K |
| Lanark Financial, Inc. | 0.01% | Add +25.8% | 3,329 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.6% | 3,289 | $105K |
| Blue Trust, Inc. | 0.00% | No change | 3,306 | $98K |
| Creative Financial Designs Inc. | 0.01% | Add +0.4% | 3,050 | $97K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,798 | $88K |
| Fairscale Capital, LLC | 0.08% | Reduce -25.6% | 2,700 | $86K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 2,577 | $82K |
| Colonial Trust Co / SC | 0.01% | No change | 2,417 | $77K |
| Phillips Financial Management, LLC | 0.01% | Reduce -0.5% | 2,311 | $73K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.2% | 2,300 | $73K |
| Coppell Advisory Solutions LLC | 0.01% | New | 2,137 | $68K |
| Proffitt & Goodson Inc. | 0.01% | New | 2,109 | $67K |
| Cwm, LLC | 0.00% | Add +421.8% | 1,967 | $63K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +155.7% | 1,964 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $60K |
| Global Trust Asset Management, LLC | 0.02% | Add +70.3% | 1,575 | $50K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.3% | 1,469 | $47K |
| JNBA Financial Advisors | 0.00% | Add +0.4% | 1,448 | $46K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.5% | 1,351 | $43K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +15.8% | 937 | $30K |
| Aspire Private Capital, LLC | 0.01% | Reduce -64.8% | 906 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 872 | $28K |
| Olistico Wealth, LLC | 0.02% | Reduce -58.1% | 826 | $26K |
| Qube Research & Technologies Ltd | 0.00% | New | 740 | $24K |
| NBT Bank, N.A. | 0.00% | No change | 721 | $23K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -30.0% | 662 | $21K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $19K |
| Evolution Advisers, Inc. | 0.01% | Add +396.6% | 586 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 528 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +209.5% | 489 | $16K |
| Anfield Capital Management, LLC | 0.01% | No change | 410 | $13K |
| Keener Financial Planning LLC | 0.01% | New | 432 | $13K |
| Financial Connections Group, Inc. | 0.01% | No change | 386 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $11K |
| Creative Capital Management Investments LLC | 0.00% | No change | 323 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $6K |
| PrairieView Partners, LLC | 0.00% | No change | 206 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +0.6% | 171 | $5K |
| Signaturefd, LLC | 0.00% | No change | 45 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $982 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 29 | $922 |
| FMR LLC | 0.00% | Add +275.0% | 15 | $477 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $287 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.