Dimensional InternationalDFAIETF
13F holders, Q4 2024 (December 31)579holders +64
32new positions
30sold out
2famous investors
$29.40avg. 13F price*
At the end of Q4 2024, 579 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 64 from Q3 2024. 32 opened new positions and 30 sold out. The largest holders were Essential Planning, LLC. ($979.5M), SYM FINANCIAL Corp ($194.1M) and Bank of America Corp. ($175.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional International Co.
- CUSIP
- 25434V203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $33.3M |
| Exits | 30 | $53.1M |
All 13F filers, Q3 2024 → Q4 2024: 49,424,079 shares bought and 6,286,926 shares sold, net +43,137,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 579 holders
| Essential Planning, LLC. | 6.38% | Add +6240.9% | 32,285,828 | $979.5M |
| SYM FINANCIAL Corp | 25.10% | Add +5.5% | 6,648,541 | $194.1M |
| Bank of America Corp. | 0.02% | Reduce -0.7% | 5,995,190 | $175.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +58.9% | 5,986,336 | $174.8M |
| Cable Hill Partners, LLC | 16.41% | Add +2.6% | 5,575,354 | $162.8M |
| Corient Private Wealth LP | 0.20% | Reduce -0.3% | 4,195,265 | $122.5M |
| &partners | 1.46% | Add +54.8% | 4,126,118 | $122.1M |
| Northern Trust Corp. | 0.02% | Reduce -9.1% | 3,927,653 | $114.7M |
| Royal Bank of Canada | 0.02% | Add +5.4% | 3,636,907 | $106.2M |
| Moisand Fitzgerald Tamayo, LLC | 14.86% | Add +1.8% | 3,600,812 | $105.1M |
| UBS Group AG | 0.02% | Add +15.6% | 3,164,458 | $92.4M |
| Root Financial Partners, LLC | 11.30% | Add +28.6% | 3,120,221 | $91.1M |
| Pure Financial Advisors, LLC | 1.98% | Add +7.7% | 2,981,741 | $87.1M |
| OneDigital Investment Advisors LLC | 0.86% | Add +4.2% | 2,528,496 | $73.8M |
| Clearstead Advisors, LLC | 1.12% | Add +6.6% | 2,517,712 | $73.5M |
| Mariner, LLC | 0.12% | Add +7.0% | 2,436,602 | $71.1M |
| Marquette Asset Management, LLC | 10.21% | Add +4.8% | 2,142,363 | $62.6M |
| Wealthspire Advisors, LLC | 0.62% | Add +17.6% | 2,136,108 | $62.4M |
| LVZ, Inc. | 7.27% | Add +2.8% | 1,940,769 | $56.7M |
| RVW Wealth, LLC | 5.06% | Add +1.7% | 1,857,233 | $54.2M |
| Kestra Advisory Services, LLC | 0.30% | Add +13.7% | 1,851,346 | $54.1M |
| Evoke Wealth, LLC | 1.50% | Add +3.8% | 1,842,807 | $53.8M |
| Focus Partners Wealth | 0.13% | Add +11.9% | 1,761,816 | $51.4M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +11.4% | 1,675,028 | $48.9M |
| WNY Asset Management, LLC | 5.93% | Add +1.6% | 1,638,621 | $47.8M |
| Sequoia Financial Advisors, LLC | 0.45% | Add +6.4% | 1,604,855 | $46.9M |
| RAM Investment Partners, LLC | 11.26% | Add +6.3% | 1,569,033 | $45.8M |
| Zhang Financial LLC | 2.62% | Add +5.5% | 1,567,205 | $45.8M |
| Financial Management Professionals, Inc. | 5.58% | Add +6.8% | 1,511,904 | $44.1M |
| Private Capital Management LLC | 8.47% | Add +2.2% | 1,452,180 | $42.4M |
| First National Bank of Omaha | 2.75% | Add +54.6% | 1,446,508 | $42.2M |
| Bedel Financial Consulting, Inc. | 5.60% | Add +7.2% | 1,312,892 | $40.3M |
| Spinnaker Investment Group, LLC | 9.47% | Add +2.3% | 1,344,255 | $39.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +25.6% | 1,332,957 | $38.9M |
| Great Point Wealth Advisors, LLC | 8.44% | Add +6.3% | 1,321,902 | $38.6M |
| EP Wealth Advisors, LLC | 0.31% | Reduce -41.2% | 1,299,556 | $37.9M |
| Aquire Wealth Advisors, LLC | 11.75% | Add +8.1% | 1,299,227 | $37.9M |
| McIlrath & Eck, LLC | 4.66% | Reduce -9.4% | 1,252,311 | $36.6M |
| Betterment LLC | 0.09% | Add +14.9% | 1,226,803 | $35.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,173,086 | $34.3M |
| Wealth Dimensions Group, Ltd. | 8.11% | Add +5.8% | 1,134,008 | $33.1M |
| First National Advisers, LLC | 5.13% | Add +23.5% | 1,087,121 | $31.7M |
| Apollon Wealth Management, LLC | 0.73% | Add +5.6% | 1,082,703 | $31.6M |
| Brighton Jones LLC | 0.91% | Add +21.3% | 1,073,196 | $31.3M |
| JFS Wealth Advisors, LLC | 2.06% | Add +2.6% | 1,032,249 | $30.1M |
| Willow Creek Wealth Management Inc. | 2.97% | Add +31.2% | 997,902 | $29.1M |
| Arista Wealth Management, LLC | 6.98% | Add +1.4% | 996,565 | $29.1M |
| Mather Group, Llc. | 0.38% | Add +0.7% | 992,877 | $29.0M |
| Focus Partners Advisor Solutions, LLC | 0.48% | Add +40.5% | 972,531 | $28.4M |
| Mission Wealth Management, LP | 0.65% | Reduce -4.2% | 929,983 | $27.2M |
| Chico Wealth RIA | 23.09% | Add +5.3% | 904,474 | $26.4M |
| LRI Investments, LLC | 2.48% | Add +5.3% | 895,035 | $26.1M |
| MAI Capital Management | 0.19% | Add +6.8% | 872,118 | $25.5M |
| Aptus Capital Advisors, LLC | 0.27% | Add +2.8% | 782,425 | $22.8M |
| LPL Financial LLC | 0.01% | Add +1.1% | 759,704 | $22.2M |
| Stadion Money Management, LLC | 1.73% | Add +1.9% | 755,727 | $22.1M |
| Sax Wealth Advisors, LLC | 1.72% | Add +1.3% | 750,634 | $21.9M |
| Annandale Capital, LLC | 4.29% | Add +7.3% | 742,385 | $21.7M |
| Perigon Wealth Management, LLC | 0.53% | Add +1.4% | 727,018 | $21.4M |
| Physician Wealth Advisors, Inc. | 3.59% | Add +10.9% | 726,789 | $21.2M |
| Creative Planning | 0.02% | Reduce -1.6% | 724,573 | $21.2M |
| Monument Group Wealth Advisors, LLC | 14.84% | Reduce -14.3% | 718,102 | $21.0M |
| PBMares Wealth Management LLC | 4.25% | Reduce -16.4% | 712,641 | $20.8M |
| SC&H Financial Advisors, Inc. | 4.28% | Add +10.6% | 709,912 | $20.7M |
| MML Investors Services, LLC | 0.07% | Add +4.8% | 702,051 | $20.5M |
| Rappaport Reiches Capital Management, LLC | 5.22% | Add +10.3% | 692,534 | $20.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 11.67% | Add +0.3% | 677,990 | $19.8M |
| DecisionPoint Financial, LLC | 5.98% | Add +3.7% | 669,871 | $19.6M |
| Stonehearth Capital Management, LLC | 7.79% | Add +4.8% | 665,024 | $19.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +73.9% | 660,581 | $19.3M |
| Valued Wealth Advisors LLC | 12.04% | Add +7.2% | 658,235 | $19.2M |
| NewEdge Advisors, LLC | 0.12% | Reduce -12.9% | 655,328 | $19.1M |
| Advisory Alpha, LLC | 0.68% | Add +8.7% | 653,176 | $19.1M |
| Brogan Financial, Inc. | 9.04% | Add +7.2% | 631,859 | $18.5M |
| Bridgewater Advisors Inc. | 1.90% | Add +613.0% | 627,252 | $18.2M |
| Captrust Financial Advisors | 0.05% | Reduce -2.9% | 618,081 | $18.0M |
| Dynamic Advisor Solutions LLC | 0.78% | Add +4.8% | 615,246 | $18.0M |
| Larson Financial Group LLC | 0.92% | Reduce -13.2% | 608,258 | $17.8M |
| GeoWealth Management, LLC | 0.58% | Reduce -15.4% | 607,732 | $17.7M |
| AE Wealth Management LLC | 0.15% | Add +13.6% | 607,071 | $17.7M |
| BWM Planning, LLC | 7.69% | Reduce -2.2% | 605,449 | $17.7M |
| Fiduciary Financial Group, LLC | 3.86% | Add +3.9% | 608,073 | $17.6M |
| Private Advisor Group, LLC | 0.10% | Add +51.5% | 600,102 | $17.5M |
| Diversify Wealth Management, LLC | 1.34% | Add +2.5% | 595,335 | $17.2M |
| Pallas Capital Advisors LLC | 0.74% | Add +0.8% | 589,125 | $17.2M |
| Quantum Financial Advisors, LLC | 2.60% | Add +16.1% | 583,648 | $17.0M |
| Legacy Financial Group, Inc. | 5.44% | Add +1.3% | 578,952 | $16.9M |
| Awm Capital, LLC | 2.06% | Reduce -0.5% | 576,194 | $16.8M |
| Allworth Financial LP | 0.09% | Reduce -4.6% | 557,041 | $16.7M |
| Evanson Asset Management, LLC | 1.13% | Add +7.0% | 564,627 | $16.5M |
| Curated Wealth Partners LLC | 1.87% | Add +5.3% | 560,728 | $16.4M |
| TCP Asset Management, LLC | 3.61% | Add +6.4% | 560,675 | $16.4M |
| Pathstone Holdings, LLC | 0.07% | Add +3.3% | 544,860 | $16.1M |
| Spectrum Investment Advisors, Inc. | 10.37% | Add +4.7% | 531,981 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Add +13.8% | 527,089 | $15.4M |
| Prudent Man Investment Management, Inc. | 8.44% | — | 522,361 | $15.3M |
| Consilium Wealth Advisory, LLC | 6.99% | Add +1.9% | 501,571 | $14.6M |
| Plancorp, LLC | 0.60% | Add +26.2% | 496,334 | $14.5M |
| tru Independence LLC | 4.41% | Add +5.2% | 480,755 | $14.0M |
| Chicago Partners Investment Group LLC | 0.45% | Reduce -5.3% | 464,191 | $13.6M |
| Baird Financial Group, Inc. | 0.03% | Add +1.3% | 461,203 | $13.5M |
| Builder Investment Group Inc. | 3.54% | Add +3.3% | 446,960 | $13.1M |
| Financial Alternatives, Inc | 9.11% | Add +7.3% | 442,608 | $12.9M |
| Cerity Partners LLC | 0.03% | Add +231.1% | 430,133 | $12.6M |
| Mendota Financial Group, LLC | 8.13% | Reduce -17.7% | 429,748 | $12.5M |
| Forum Private Client Group LLC | 5.50% | Add +8.2% | 423,173 | $12.4M |
| One Capital Management, LLC | 0.41% | Add +5.0% | 422,081 | $12.3M |
| Allodium Investment Consultants, LLC | 10.27% | — | 421,198 | $12.3M |
| Liberty Wealth Management LLC | 2.02% | Add +45.5% | 415,575 | $12.1M |
| Advantage Trust Co | 7.12% | New | 414,479 | $12.1M |
| Modera Wealth Management, LLC | 0.15% | Add +25.1% | 411,560 | $12.0M |
| Asset Planning Corporation | 7.43% | Add +14.4% | 406,635 | $11.9M |
| Cetera Investment Advisers | 0.02% | Reduce -61.5% | 405,487 | $11.8M |
| Fonville Wealth Management LLC | 3.88% | Add +15.1% | 402,779 | $11.8M |
| Austin Wealth Management, LLC | 2.43% | Add +18.8% | 396,372 | $11.7M |
| Heritage Wealth Management, Inc./Texas | 6.85% | Add +15.1% | 398,364 | $11.6M |
| Envision Financial Planning, LLC | 5.96% | Add +5.8% | 394,933 | $11.5M |
| Brown Advisory Inc. | 0.01% | Reduce -64.5% | 388,103 | $11.3M |
| CPA Asset Management Group, LLC | 5.23% | Add +119.8% | 385,106 | $11.2M |
| Pinnacle Associates Ltd. | 0.15% | Reduce -1.2% | 380,970 | $11.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.04% | Add +0.4% | 380,670 | $11.1M |
| Hemington Wealth Management | 2.78% | Add +45.2% | 378,789 | $11.1M |
| Oak Wealth Advisors LLC | 8.49% | — | 377,791 | $11.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.68% | Add +3.6% | 371,705 | $10.9M |
| Landmark Wealth Management, Inc. | 5.12% | Reduce -7.6% | 360,113 | $10.5M |
| Diversified Portfolios, Inc. | 1.14% | Add +0.8% | 358,696 | $10.5M |
| Exencial Wealth Advisors, LLC | 0.39% | Add +8.8% | 358,617 | $10.5M |
| Allegiance Financial Group Advisory Services LLC | 3.39% | Add +8.5% | 358,480 | $10.5M |
| Sterling Wealth Advisors Inc | 8.09% | — | 353,269 | $10.3M |
| Wealthquest Corp | 0.82% | Add +10.6% | 344,938 | $10.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.5% | 344,717 | $10.1M |
| Ledgewood Wealth Advisors, LLC | 6.40% | Add +5.3% | 339,729 | $9.9M |
| Guardian Wealth Advisors, LLC / NC | 0.78% | Add +2.3% | 333,658 | $9.7M |
| Morling Financial Advisors, LLC | 3.38% | Add +17.4% | 331,751 | $9.7M |
| Colorado Capital Management, Inc. | 4.63% | Add +77.5% | 327,731 | $9.6M |
| Archvest Wealth Advisors, Inc. | 6.89% | Add +658.0% | 325,549 | $9.5M |
| Next Level Wealth Planning, LLC | 7.47% | — | 325,038 | $9.5M |
| Midwest Heritage Bank, FSB | 4.36% | Add +5.5% | 322,008 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.4% | 319,376 | $9.3M |
| Graver Capital Management, LLC | 9.65% | — | 316,150 | $9.2M |
| Bannerman Wealth Management Group, LLC | 7.42% | — | 307,217 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +19.5% | 304,143 | $8.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.3% | 297,830 | $8.7M |
| Two West Capital Advisors LLC | 7.41% | Reduce -7.7% | 295,924 | $8.6M |
| Kestra Investment Management, LLC | 0.32% | Add +46.9% | 282,649 | $8.3M |
| First National Corp. /Ma/ | 1.87% | Add +0.0% | 282,395 | $8.2M |
| Plan Group Financial, LLC | 4.30% | Add +0.5% | 278,503 | $8.1M |
| Okabena Investment Services Inc. | 2.25% | No change | 277,807 | $8.1M |
| Equitable Holdings, Inc. | 0.08% | Reduce -11.6% | 277,156 | $8.1M |
| Integrated Wealth Concepts LLC | 0.09% | Add +77.6% | 276,292 | $8.1M |
| CVA Family Office, LLC | 1.27% | Reduce -0.7% | 275,130 | $8.0M |
| Aegis Wealth Management LLC | 5.40% | — | 273,343 | $8.0M |
| Parkshore Wealth Management, Inc. | 4.76% | — | 270,917 | $7.9M |
| Fort Henry Capital, LLC | 5.61% | Add +11.8% | 268,534 | $7.8M |
| Shira Ridge Wealth Management | 3.80% | Add +6.2% | 266,239 | $7.8M |
| SIMA Wealth Partners, LLC | 6.55% | Reduce -6.8% | 263,769 | $7.7M |
| Sutton Place Investors LLC | 4.34% | Add +54.0% | 256,663 | $7.5M |
| Pure Portfolios Holdings LLC | 2.78% | Add +5.2% | 256,636 | $7.5M |
| Curio Wealth, LLC | 4.00% | — | 254,923 | $7.4M |
| Arcadia Wealth Management, Inc. | 6.28% | — | 253,147 | $7.4M |
| ArborFi Advisors, LLC | 7.31% | — | 249,450 | $7.3M |
| CreativeOne Wealth, LLC | 0.22% | Add +6.4% | 248,361 | $7.3M |
| GEM Asset Management, LLC | 4.04% | Add +4.8% | 248,054 | $7.2M |
| Tortoise Investment Management, LLC | 0.75% | Add +16.1% | 243,345 | $7.1M |
| Note Advisors, LLC | 6.28% | — | 242,966 | $7.1M |
| American Capital Advisory, LLC | 3.90% | Add +3.0% | 241,179 | $7.0M |
| 1900 Wealth Management LLC | 0.59% | Reduce -6.6% | 239,964 | $7.0M |
| Citadel Advisors | 0.01% | Add +807.4% | 232,985 | $6.8M |
| Northwest Wealth Management, LLC | 1.43% | Add +25.8% | 231,748 | $6.8M |
| Hurlow Wealth Management Group, Inc. | 2.10% | Reduce -2.0% | 230,109 | $6.7M |
| Fermata Advisors, LLC | 1.25% | Add +22.0% | 229,928 | $6.7M |
| Forza Wealth Management, LLC | 3.04% | Add +3.0% | 228,541 | $6.7M |
| Security Financial Services, INC. | 1.35% | Reduce -8.6% | 227,526 | $6.6M |
| D.B. Root & Company, LLC | 2.09% | Add +8.3% | 224,514 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.0% | 223,244 | $6.5M |
| Vermillion Wealth Management, Inc. | 3.33% | — | 222,989 | $6.5M |
| Adero Partners, LLC | 0.40% | Reduce -1.0% | 213,776 | $6.2M |
| Andrews, Lucia Wealth Management LLC | 3.96% | Add +2.5% | 186,758 | $5.9M |
| Aspen Wealth Management LLC | 1.72% | Reduce -2.8% | 198,797 | $5.8M |
| Glass Jacobson Investment Advisors llc | 1.91% | Add +4.1% | 198,796 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +7.2% | 198,369 | $5.8M |
| CX Institutional | 0.23% | Add +30.7% | 195,501 | $5.7M |
| Cahill Wealth Management, LLC | 2.91% | Add +7.0% | 195,419 | $5.7M |
| Bay Harbor Wealth Management, LLC | 1.85% | Add +8.6% | 194,903 | $5.7M |
| Syverson Strege & Co | 1.89% | Add +3.4% | 194,104 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +8.4% | 193,782 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +5.0% | 187,165 | $5.5M |
| Clarity Capital Advisors, LLC | 3.61% | Add +8.4% | 184,791 | $5.4M |
| Hutchinson Capital Management | 1.00% | Add +17.1% | 182,149 | $5.3M |
| RFG Advisory, LLC | 0.15% | Add +0.1% | 177,953 | $5.2M |
| Premier Path Wealth Partners, LLC | 0.77% | Add +4.2% | 173,457 | $5.1M |
| Beckerman Institutional, LLC | 3.97% | Add +8.8% | 169,919 | $5.0M |
| Bank of Montreal | 0.00% | Add +12.8% | 169,778 | $5.0M |
| Maryland Capital Advisors Inc. | 2.27% | Add +21.0% | 167,646 | $4.9M |
| Baker Boyer National Bank | 1.68% | No change | 166,755 | $4.9M |
| Jacobi Capital Management LLC | 0.36% | Add +17.6% | 165,913 | $4.8M |
| Vermillion & White Wealth Management Group, LLC | 3.52% | Add +10.4% | 163,553 | $4.8M |
| Wealthspan Partners, LLC | 2.26% | Reduce -4.8% | 161,871 | $4.7M |
| Dodds Wealth, LLC | 1.51% | Reduce -11.3% | 156,274 | $4.7M |
| Apella Capital, LLC | 0.18% | Reduce -3.1% | 160,759 | $4.7M |
| Elser Financial Planning, Inc | 0.28% | New | 159,207 | $4.6M |
| Ancora Advisors LLC | 0.10% | Add +14.2% | 159,185 | $4.6M |
| TCI Wealth Advisors, Inc. | 0.38% | Add +9.3% | 156,846 | $4.6M |
| RBF Capital, LLC | 0.24% | No change | 155,000 | $4.5M |
| FMB Wealth Management | 2.55% | Reduce -0.1% | 154,963 | $4.5M |
| United Advisor Group, LLC | 0.89% | Add +32.5% | 154,898 | $4.5M |
| Lionshead Wealth Management, LLC | 3.25% | — | 153,826 | $4.5M |
| Townsquare Capital LLC | 0.05% | Add +0.5% | 153,004 | $4.5M |
| Avior Wealth Management, LLC | 0.16% | Add +119.5% | 151,709 | $4.4M |
| AdvisorNet Financial, Inc | 0.37% | Add +2.9% | 149,909 | $4.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.58% | Add +2.2% | 148,495 | $4.3M |
| Cowa, LLC | 2.10% | Reduce -5.5% | 147,708 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 147,255 | $4.3M |
| Baring Financial LLC | 3.83% | — | 147,181 | $4.3M |
| Market Street Wealth Management Advisors LLC | 0.71% | Reduce -5.7% | 145,554 | $4.3M |
| Waverly Advisors, LLC | 0.07% | Reduce -2.8% | 143,986 | $4.2M |
| Catalyst Private Wealth, LLC | 1.87% | Add +1.4% | 143,818 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.37% | Reduce -0.0% | 141,031 | $4.1M |
| Lynx Investment Advisory | 2.78% | Add +8.2% | 139,527 | $4.1M |
| Private Wealth Management Group, LLC | 1.56% | Add +117.4% | 139,509 | $4.1M |
| Prodigy Asset Management LLC | 3.47% | — | 139,139 | $4.1M |
| ERn Financial, LLC | 0.61% | Reduce -0.7% | 138,362 | $4.0M |
| 180 Wealth Advisors, LLC | 0.62% | Add +5.5% | 135,335 | $4.0M |
| Main Street Financial Solutions, LLC | 0.39% | Add +0.2% | 134,687 | $3.9M |
| Cordgrass Capital Advisors, LLC | 1.14% | Add +0.3% | 134,314 | $3.9M |
| Ameritas Advisory Services, LLC | 0.13% | Add +324.2% | 133,589 | $3.9M |
| SpringVest Wealth Management LLC | 3.26% | — | 130,460 | $3.8M |
| Oceanside Advisors LLC | 2.79% | Add +2.8% | 128,194 | $3.7M |
| SOL Capital Management CO | 0.42% | Reduce -3.6% | 127,865 | $3.7M |
| Quad-Cities Investment Group, LLC | 1.83% | Add +4.3% | 127,652 | $3.7M |
| Colony Family Offices, LLC | 1.17% | Add +6.6% | 127,095 | $3.7M |
| Werba Rubin Papier Wealth Management | 0.87% | Add +4.5% | 125,642 | $3.7M |
| Sanctuary Wealth Management, L.L.C. | 2.42% | Add +48.5% | 125,127 | $3.7M |
| Mustard Seed Financial, LLC | 2.89% | Add +16.7% | 121,734 | $3.6M |
| Timonier Family Office, LTD. | 1.82% | — | 121,589 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.76% | — | 121,233 | $3.5M |
| ARK & TLK Investments, LLC | 1.18% | Add +2.6% | 116,184 | $3.4M |
| Sollinda Capital Management LLC | 0.93% | Add +4.2% | 115,698 | $3.4M |
| Pinnacle Financial Group, LLC / IL | 1.30% | Reduce -1.4% | 113,575 | $3.3M |
| FinDec Wealth Services, Inc. | 2.29% | Reduce -3.9% | 113,008 | $3.3M |
| Heritage Financial Services, LLC | 0.44% | Add +27.6% | 112,366 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.6% | 111,719 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +6.6% | 111,719 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.1% | 103,954 | $3.2M |
| CGN Advisors LLC | 0.31% | Add +28.0% | 108,705 | $3.2M |
| First Financial Group Corp | 3.44% | — | 106,427 | $3.1M |
| Jackson Thornton Wealth Management, LLC | 0.39% | Add +24.6% | 105,898 | $3.1M |
| Edge Financial Advisors LLC | 2.76% | Add +36.4% | 105,845 | $3.1M |
| Versant Capital Management, Inc | 0.66% | Add +15.1% | 104,905 | $3.1M |
| DBK Financial Counsel, LLC | 3.06% | Add +6.2% | 104,038 | $3.0M |
| IFP Advisors, Inc | 0.10% | Reduce -7.7% | 103,611 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +0.7% | 103,168 | $3.0M |
| Martin Worley Group | 1.87% | — | 102,383 | $3.0M |
| Sterling Financial Group, Inc. | 1.11% | Reduce -77.0% | 102,201 | $3.0M |
| Keb Asset Management, LLC | 0.85% | Add +34.8% | 101,506 | $3.0M |
| JPL Wealth Management, LLC | 0.84% | — | 99,925 | $2.9M |
| Weinberger Asset Management, Inc | 1.21% | Add +19.6% | 99,016 | $2.9M |
| Signature Resources Capital Management, LLC | 2.54% | Reduce -1.8% | 97,413 | $2.8M |
| AlTi Global, Inc. | 0.07% | Add +73.0% | 93,400 | $2.7M |
| Evermay Wealth Management LLC | 0.41% | Add +91.4% | 93,461 | $2.7M |
| Vantage Point Financial LLC | 1.43% | — | 91,054 | $2.7M |
| Florida Trust Wealth Management Co | 0.08% | Add +4.4% | 90,872 | $2.7M |
| Waterfront Wealth Inc. | 0.64% | Add +1.3% | 90,166 | $2.6M |
| LaSalle St. Investment Advisors, LLC | 0.81% | Add +0.7% | 90,012 | $2.6M |
| PFG Advisors | 0.15% | Add +8.5% | 86,158 | $2.5M |
| Redwood Park Advisors LLC | 2.14% | — | 85,978 | $2.5M |
| Morgan Stanley | 0.00% | Add +210.2% | 85,846 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -0.4% | 84,860 | $2.5M |
| Entrewealth, LLC | 2.27% | — | 77,826 | $2.5M |
| CLG LLC | 0.87% | — | 83,196 | $2.4M |
| Shearwater Capital LLC | 1.64% | Reduce -0.1% | 82,971 | $2.4M |
| Axis Wealth Partners, LLC | 1.99% | — | 80,976 | $2.4M |
| Optima Capital LLC | 1.63% | — | 80,718 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -0.7% | 80,253 | $2.3M |
| Claris Advisors, LLC / Mo / | 0.88% | Add +33.9% | 79,742 | $2.3M |
| Cardiff Park Advisors, LLC | 0.22% | Reduce -0.1% | 79,407 | $2.3M |
| Quarry Hill Advisors, LLC | 1.55% | Add +7.5% | 78,653 | $2.3M |
| Tillman Hartley LLC | 0.66% | Add +261.2% | 78,528 | $2.3M |
| Arizona PSPRS Trust | 0.07% | New | 78,500 | $2.3M |
| Robinson Smith Wealth Advisors LLC | 1.91% | Add +12.1% | 77,293 | $2.3M |
| Factor Wealth Management LTD | 0.74% | — | 76,424 | $2.2M |
| Daner Wealth Management, LLC | 1.63% | — | 72,217 | $2.2M |
| HFG Wealth Management, LLC | 1.43% | Add +1.9% | 69,414 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | New | 74,431 | $2.2M |
| Red Lighthouse Investment Management, LLC | 0.83% | Add +0.9% | 71,913 | $2.1M |
| Pacific Asset Management, LLC | 1.97% | — | 71,703 | $2.1M |
| American Investment Services, Inc. | 0.37% | Add +2.4% | 71,556 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.4% | 70,518 | $2.1M |
| Cypress Point Wealth Management, LLC | 0.63% | Add +12.7% | 69,413 | $2.0M |
| Newman Dignan & Sheerar, Inc. | 0.52% | Add +3.4% | 68,915 | $2.0M |
| Lodestone Wealth Management LLC | 1.00% | Add +0.9% | 68,518 | $2.0M |
| Apollon Financial, LLC | 0.50% | Add +22.3% | 68,233 | $2.0M |
| Alkeme Wealth, LLC | 0.88% | Add +3.5% | 65,984 | $1.9M |
| Aveo Capital Partners, LLC | 0.21% | Reduce -4.2% | 65,063 | $1.9M |
| Financial Symmetry Inc | 1.28% | Reduce -7.8% | 64,840 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +12.2% | 63,629 | $1.9M |
| Level Wealth Management LLC | 1.32% | — | 64,114 | $1.9M |
| Vestment Financial LLC | 1.42% | — | 63,268 | $1.9M |
| Rather & Kittrell, Inc. | 0.42% | Reduce -1.1% | 61,020 | $1.8M |
| Burton Enright Welch | 0.36% | Add +0.0% | 59,137 | $1.7M |
| Eaton-Cambridge Inc. | 0.76% | Add +0.1% | 58,602 | $1.7M |
| Retirement Guys Formula LLC | 0.85% | Reduce -11.9% | 57,772 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -1.1% | 57,372 | $1.7M |
| Wealth Advisors Northwest LLC | 1.13% | — | 56,788 | $1.7M |
| Valley National Advisers Inc. | 0.30% | Reduce -1.7% | 56,796 | $1.7M |
| Investmark Advisory Group LLC | 0.81% | Add +7.3% | 56,650 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +0.2% | 55,480 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Add +5.3% | 55,204 | $1.6M |
| Mills Wealth Advisors LLC | 0.91% | Add +48.5% | 55,027 | $1.6M |
| My Personal CFO, LLC | 0.82% | Add +116.7% | 54,930 | $1.6M |
| Strategic Investment Solutions, Inc. | 0.53% | Reduce -27.3% | 44,590 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +51.6% | 54,440 | $1.6M |
| Heritage Wealth Management, Inc. | 1.30% | Reduce -11.9% | 51,971 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.90% | Add +12.5% | 50,803 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.57% | Add +13.1% | 50,054 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.71% | Add +37.0% | 49,251 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -5.0% | 49,184 | $1.4M |
| Arcadia Wealth Management, LLC | 0.73% | New | 49,170 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -6.8% | 48,930 | $1.4M |
| Integrity Wealth Solutions LLC | 0.80% | Add +17.2% | 48,737 | $1.4M |
| CarsonAllaria Wealth Management, Ltd. | 0.81% | Add +1.9% | 48,196 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.46% | Add +2.4% | 48,080 | $1.4M |
| Altiora Financial Group, LLC | 0.30% | Add +25.1% | 47,569 | $1.4M |
| Capstone Wealth Management, LLC | 1.34% | — | 46,816 | $1.4M |
| Poinciana Advisors Group, LLC | 1.36% | — | 45,967 | $1.3M |
| Leading Edge Financial Planning LLC | 0.44% | Reduce -19.3% | 45,513 | $1.3M |
| Melfa Wealth Management, Inc. | 0.88% | Add +3.3% | 45,199 | $1.3M |
| Total Wealth Planning, LLC | 0.20% | Reduce 0.0% | 43,788 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +8.1% | 43,436 | $1.3M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -7.9% | 43,432 | $1.3M |
| David Wealth Management LLC | 1.03% | — | 42,871 | $1.3M |
| Life Planning Partners, Inc | 1.16% | Add +8.8% | 42,788 | $1.2M |
| Samalin Investment Counsel, LLC | 0.54% | Reduce -11.8% | 42,786 | $1.2M |
| City State Bank | 0.44% | Add +0.3% | 42,707 | $1.2M |
| Lam Group, Inc. | 0.88% | Add +94.4% | 42,480 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.98% | Reduce -25.1% | 40,179 | $1.2M |
| Marshall Financial Group, LLC | 0.28% | Reduce -1.2% | 40,164 | $1.2M |
| Meritas Wealth Management, LLC | 0.70% | No change | 40,093 | $1.2M |
| SwitchPoint Financial Planning, LLC | 1.11% | — | 39,663 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +3.5% | 39,152 | $1.1M |
| Keel Point, LLC | 0.09% | Add +1.2% | 39,123 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.15% | Add +9.7% | 38,972 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.6% | 38,864 | $1.1M |
| Shore Point Advisors, LLC | 0.61% | Reduce -4.6% | 38,557 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +6.5% | 38,517 | $1.1M |
| Magnolia Private Wealth, LLC | 1.00% | — | 38,299 | $1.1M |
| Abel Hall, LLC | 0.69% | Reduce -3.5% | 37,301 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +7.5% | 36,912 | $1.1M |
| Forum Financial Management, LP | 0.02% | Reduce -1.3% | 36,735 | $1.1M |
| Ballentine Capital Advisors, Inc | 0.55% | No change | 36,543 | $1.1M |
| Longview Financial Advisors LLC | 0.71% | — | 36,191 | $1.1M |
| Topsail Wealth Management, LLC | 0.22% | — | 35,995 | $1.1M |
| R. W. Roge & Company, Inc. | 0.56% | Reduce -11.7% | 35,857 | $1.0M |
| Principal Securities, Inc. | 0.02% | Reduce -21.4% | 35,783 | $1.0M |
| AQR Capital Management | 0.00% | New | 35,267 | $1.0M |
| Scratch Capital LLC | 1.25% | — | 35,120 | $1.0M |
| Saxony Capital Management, LLC | 0.89% | Reduce -43.8% | 34,787 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.75% | Add +1.8% | 34,393 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.5% | 34,280 | $1.0M |
| Private Trust Co. NA | 0.10% | Add +0.1% | 34,036 | $994K |
| G2 Capital Management, LLC / Oh | 0.29% | Add +3.9% | 33,694 | $984K |
| Invst, LLC | 0.12% | Add +33.1% | 33,109 | $967K |
| Second Half Financial Partners, LLC | 0.46% | Add +0.5% | 32,376 | $945K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.2% | 31,012 | $906K |
| Stone Summit Wealth LLC | 0.30% | Add +4.4% | 30,990 | $905K |
| Pillar Financial Advisors, LLC | 0.69% | — | 30,884 | $902K |
| Wealthfront Advisers LLC | 0.00% | Add +5.3% | 30,023 | $877K |
| Archer Investment Management, LLC | 0.54% | — | 29,987 | $876K |
| Pettinga Financial Advisors LLC | 0.20% | New | 29,815 | $871K |
| Infinity Wealth Counsel, LLC | 0.92% | — | 29,620 | $865K |
| Harbour Investments, Inc. | 0.02% | Add +16.5% | 29,599 | $864K |
| Vestia Personal Wealth Advisors | 0.70% | Add +0.1% | 29,209 | $853K |
| Quadrature Capital Ltd | 0.02% | New | 28,059 | $819K |
| Independent Financial Group, LLC | 0.03% | Add +13.6% | 27,425 | $801K |
| Greenspring Advisors, LLC | 0.17% | Add +5.4% | 26,407 | $771K |
| Tranquility Partners, LLC | 0.28% | Reduce -8.8% | 25,885 | $756K |
| Spire Wealth Management | 0.02% | Reduce -20.4% | 25,647 | $749K |
| JFG Wealth Management, LLC | 0.17% | No change | 25,547 | $746K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +5.4% | 25,530 | $745K |
| Heritage Investment Group, Inc. | 0.14% | New | 25,371 | $741K |
| WMS Partners, LLC | 0.04% | Add +28.5% | 25,023 | $731K |
| Sterling Wealth Management, Inc. | 0.27% | Add +0.1% | 24,992 | $730K |
| IFG Advisory, LLC | 0.04% | Reduce -5.4% | 24,863 | $726K |
| Barrett & Company, Inc. | 0.31% | Add +0.0% | 24,831 | $725K |
| Beverly Hills Private Wealth, LLC | 0.15% | Reduce -27.7% | 24,775 | $723K |
| Coyle Financial Counsel LLC | 0.23% | New | 24,667 | $720K |
| VSM Wealth Advisory, LLC | 0.26% | — | 24,562 | $717K |
| Squire Investment Management Company, LLC | 0.32% | Add +24.9% | 24,540 | $717K |
| Graves Light Lenhart Wealth, Inc. | 0.09% | Add +117.5% | 24,446 | $714K |
| Mgo One Seven LLC | 0.03% | Add +3.6% | 24,393 | $712K |
| StoneX Group Inc. | 0.04% | New | 24,337 | $711K |
| WMG Financial Advisors, LLC | 0.31% | Reduce -0.7% | 24,270 | $709K |
| Eldridge Investment Advisors, Inc. | 0.16% | Reduce -6.3% | 24,226 | $707K |
| Riverchase Wealth Management, LLC | 0.51% | — | 23,431 | $684K |
| Bryant Woods Investment Advisors, LLC | 0.33% | Add +5.9% | 23,396 | $683K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -19.8% | 23,343 | $682K |
| Strategent Financial, LLC | 0.67% | — | 23,039 | $673K |
| Francis Financial, Inc. | 0.17% | No change | 22,804 | $666K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 22,753 | $664K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -2.2% | 22,661 | $662K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +14.0% | 22,354 | $653K |
| Breakwater Capital Group | 0.13% | Add +26.6% | 21,976 | $642K |
| Porter White Investment Advisors, Inc. | 0.32% | Reduce -6.7% | 21,671 | $633K |
| Lakeridge Wealth Management LLC | 0.33% | Reduce -35.3% | 21,557 | $629K |
| Darrow Company, Inc. | 0.36% | No change | 21,406 | $625K |
| Acorn Wealth Advisors, LLC | 0.25% | Reduce -25.6% | 21,095 | $616K |
| Kaufman Rossin Wealth, LLC | 0.63% | — | 21,052 | $615K |
| Compass Financial Group, INC | 0.12% | Add +7.0% | 20,948 | $612K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Add +5.2% | 20,778 | $607K |
| Walter & Keenan Wealth Management LLC /in/ | 0.18% | Add +64.8% | 20,760 | $606K |
| Collective Family Office LLC | 0.17% | Reduce -0.0% | 20,621 | $602K |
| Tableaux LLC | 0.49% | — | 20,479 | $598K |
| Cascade Wealth Advisors, Inc | 0.40% | Reduce -14.6% | 20,284 | $592K |
| Cambridge Financial Group, LLC | 0.25% | Add +187.3% | 19,902 | $581K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +0.8% | 19,751 | $577K |
| Wells Fargo & Company | 0.00% | Add +201.9% | 19,146 | $559K |
| Roundview Capital LLC | 0.04% | New | 19,036 | $556K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +9.3% | 18,843 | $550K |
| Faithward Advisors, LLC | 0.09% | Add +1.6% | 18,645 | $544K |
| Raffa Wealth Management, LLC | 0.13% | Add +23.5% | 18,554 | $542K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 18,254 | $533K |
| Balanced Rock Investment Advisors LLC | 0.42% | New | 18,190 | $531K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 17,939 | $524K |
| Assetmark, Inc. | 0.00% | Reduce -11.5% | 17,899 | $523K |
| Tassel Capital Management, Inc. | 0.46% | — | 17,873 | $522K |
| Longview Financial Advisors, Inc. | 0.41% | No change | 17,848 | $521K |
| Salem Investment Counselors Inc. | 0.02% | Add +3.1% | 17,737 | $518K |
| Foundation Wealth Management, LLC\PA | 0.25% | — | 17,703 | $517K |
| Crescent Grove Advisors, LLC | 0.05% | New | 16,700 | $488K |
| Pinnacle Family Advisors, LLC | 0.24% | Add +1.1% | 16,676 | $487K |
| Bordeaux Wealth Advisors LLC | 0.08% | Add +0.8% | 16,571 | $484K |
| Passive Capital Management, LLC. | 0.17% | Add +13.4% | 16,404 | $479K |
| HRT Financial LP | 0.00% | New | 16,287 | $475K |
| Michael A. Dubis Financial Planning, LLC | 0.46% | — | 16,221 | $474K |
| Krilogy Financial LLC | 0.03% | No change | 16,130 | $471K |
| GTS Securities LLC | 0.02% | Add +27.4% | 16,082 | $470K |
| Gemmer Asset Management LLC | 0.05% | Add +71.2% | 16,052 | $469K |
| Emprise Bank | 0.26% | Reduce -4.9% | 15,948 | $466K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -1.3% | 15,883 | $464K |
| Comerica Bank | 0.00% | Add +40.8% | 15,797 | $461K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.8% | 15,514 | $453K |
| Seed Wealth Management, Inc. | 0.36% | No change | 15,450 | $451K |
| Live Oak Private Wealth LLC | 0.08% | New | 15,422 | $450K |
| Montag A & Associates Inc. | 0.02% | Reduce -4.0% | 15,400 | $450K |
| BOS Asset Management, LLC | 0.16% | Reduce -4.5% | 15,204 | $444K |
| AssuredPartners Investment Advisors, LLC | 0.09% | — | 15,122 | $442K |
| Acorn Creek Capital LLC | 0.23% | Add +12.3% | 15,061 | $440K |
| Studio Investment Management LLC | 0.09% | Add +13.4% | 14,609 | $427K |
| Ruedi Wealth Management, Inc. | 0.13% | Add +1.1% | 14,543 | $425K |
| JDH Wealth Management, LLC | 0.37% | — | 14,537 | $424K |
| Five Oceans Advisors | 0.19% | Add +0.3% | 14,091 | $411K |
| Seneschal Advisors, LLC | 0.34% | — | 14,040 | $410K |
| Safeguard Financial, LLC | 0.09% | Add +66.0% | 14,011 | $409K |
| RCS Financial Planning, LLC | 0.22% | Reduce -20.3% | 13,943 | $407K |
| BCU Wealth Advisors, LLC | 0.23% | Reduce -88.1% | 13,733 | $401K |
| Stewardship Advisors, LLC | 0.11% | Add +17.9% | 13,557 | $396K |
| Elevation Wealth Partners, LLC | 0.17% | Add +70.0% | 13,413 | $392K |
| C M Bidwell & Associates Ltd. | 0.24% | No change | 13,315 | $389K |
| Earned Wealth Advisors, LLC | 0.12% | Reduce -6.3% | 12,877 | $376K |
| Sensible Financial Planning & Management, LLC. | 0.08% | No change | 12,682 | $370K |
| Forthright Family Wealth Advisory LLC | 0.23% | Add +3.1% | 12,381 | $362K |
| Well Done, LLC | 0.07% | No change | 11,192 | $356K |
| Ariadne Wealth Management, LP | 0.16% | Add +56.4% | 11,525 | $355K |
| Vawter Financial, Ltd. | 0.21% | Reduce -10.8% | 11,915 | $348K |
| Concord Wealth Partners | 0.06% | Add +12.9% | 11,830 | $345K |
| Silver Oak Securities, Incorporated | 0.03% | Add +13.4% | 11,784 | $344K |
| Sprinkle Financial Consultants LLC | 0.23% | Add +1.3% | 11,743 | $343K |
| Cypress Wealth Services, LLC | 0.07% | Add +0.3% | 11,598 | $339K |
| PCA Investment Advisory Services Inc. | 0.16% | Reduce -19.3% | 11,557 | $337K |
| Core Wealth Management, Inc. | 0.13% | New | 11,553 | $337K |
| Harbour Capital Advisors, LLC | 0.07% | No change | 11,411 | $334K |
| Montis Financial, LLC | 0.10% | Add +6.7% | 11,273 | $329K |
| Financial Harvest, LLC | 0.28% | — | 11,242 | $328K |
| Narus Financial Partners, LLC | 0.11% | Reduce -32.4% | 11,225 | $328K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -10.8% | 11,222 | $328K |
| Eastover Investment Advisors LLC | 0.15% | No change | 11,045 | $323K |
| Clear Investment Research, LLC | 0.41% | Add +4.7% | 11,029 | $322K |
| Beacon Financial Advisory LLC | 0.10% | Add +10.2% | 10,910 | $319K |
| Compound Planning, Inc. | 0.02% | Add +4.2% | 10,718 | $313K |
| Burney Co./ | 0.01% | No change | 10,485 | $306K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.7% | 10,427 | $304K |
| First National Bank Sioux Falls | 0.13% | No change | 10,409 | $304K |
| NewEdge Wealth, LLC | 0.01% | New | 10,257 | $300K |
| Family Office Research LLC | 0.13% | — | 10,055 | $294K |
| RS Crum Inc. | 0.07% | Reduce -1.1% | 9,994 | $292K |
| Rialto Wealth Management, LLC | 0.10% | — | 9,879 | $288K |
| Black Point Wealth Management | 0.33% | Add +0.4% | 9,676 | $283K |
| Cherry Tree Wealth Management, LLC | 0.07% | Add +2.5% | 9,414 | $275K |
| Morris Financial Concepts, Inc. | 0.12% | Add +15.1% | 9,256 | $270K |
| Beacon Financial Strategies CORP | 0.18% | Add +0.0% | 9,211 | $269K |
| Redmont Wealth Advisors LLC | 0.46% | No change | 9,208 | $269K |
| Optivise Advisory Services LLC | 0.14% | No change | 9,185 | $268K |
| Wealth Architects, LLC | 0.03% | Add +1.3% | 9,063 | $265K |
| FineMark National Bank & Trust | 0.01% | Add +2.3% | 9,045 | $264K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 9,030 | $264K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 8,694 | $254K |
| Kraft Asset Management, LLC | 0.20% | Add +15.4% | 8,626 | $253K |
| Ethos Financial Group, LLC | 0.03% | Add +8.5% | 8,437 | $246K |
| Canvas Wealth Advisors, LLC | 0.06% | New | 8,435 | $246K |
| K2 Financial Inc. | 0.24% | — | 8,515 | $246K |
| Tiaa Trust, National Association | 0.00% | No change | 8,405 | $245K |
| US Bancorp \de | 0.00% | Add +30.2% | 8,395 | $245K |
| Quadcap Wealth Management, LLC | 0.04% | Add +19.6% | 8,370 | $244K |
| Dixon Fnancial Services, Inc. | 0.13% | Reduce -6.7% | 8,197 | $239K |
| Essex Financial Services, Inc. | 0.02% | No change | 8,128 | $237K |
| Satovsky Asset Management LLC | 0.05% | Add +0.8% | 8,102 | $237K |
| Warwick Investment Management, Inc. | 0.05% | New | 8,070 | $236K |
| Private Advisory Group LLC | 0.03% | New | 7,983 | $233K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.7% | 7,925 | $231K |
| Bleakley Financial Group, LLC | 0.01% | No change | 7,924 | $231K |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.0% | 7,812 | $228K |
| Smithfield Trust Co | 0.01% | No change | 7,700 | $224K |
| Synovus Financial Corp. | 0.00% | New | 7,360 | $215K |
| Berger Financial Group, Inc | 0.01% | New | 7,295 | $213K |
| Orcam Financial Group | 0.21% | No change | 7,262 | $212K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $210K |
| Disciplined Investors, L.L.C. | 0.20% | — | 7,250 | $209K |
| Hill Investment Group Partners, LLC | 0.03% | Add +2.1% | 7,030 | $205K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,986 | $204K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -40.2% | 6,928 | $202K |
| Vestor Capital, LLC | 0.02% | No change | 6,788 | $198K |
| Parkworth Wealth Management, Inc. | 0.15% | — | 5,982 | $175K |
| Asset Dedication, LLC | 0.01% | No change | 5,268 | $154K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 5,024 | $147K |
| Fort Vancouver Investment Management, LLC | 0.12% | No change | 4,996 | $146K |
| Pinney & Scofield, Inc. | 0.09% | — | 4,088 | $119K |
| Parallel Advisors, LLC | 0.00% | Add +7.2% | 3,957 | $116K |
| Kings Path Partners LLC | 0.04% | Add +2.9% | 3,453 | $101K |
| Blue Trust, Inc. | 0.00% | Add +2.0% | 3,372 | $98K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.5% | 3,272 | $96K |
| Creative Financial Designs Inc. | 0.01% | Add +0.8% | 3,074 | $90K |
| Global Retirement Partners, LLC | 0.00% | Add +9.7% | 2,828 | $83K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,798 | $82K |
| Frazier Financial Advisors, LLC | 0.06% | Reduce -50.7% | 2,773 | $81K |
| Fairscale Capital, LLC | 0.07% | No change | 2,700 | $79K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +183.5% | 2,656 | $78K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.4% | 2,608 | $76K |
| Colonial Trust Co / SC | 0.01% | No change | 2,417 | $71K |
| 10Elms LLP | 0.09% | — | 2,350 | $69K |
| Phillips Financial Management, LLC | 0.01% | Add +0.5% | 2,323 | $68K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +9.4% | 2,149 | $63K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 2,137 | $62K |
| Providence First Trust Co | 0.02% | New | 2,100 | $61K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $55K |
| Synergy Investment Management, LLC | 0.02% | — | 1,857 | $54K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 1,818 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.8% | 1,481 | $43K |
| JNBA Financial Advisors | 0.00% | Reduce -5.0% | 1,376 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.7% | 1,361 | $40K |
| Cwm, LLC | 0.00% | Reduce -38.3% | 1,213 | $35K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -41.3% | 925 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 872 | $25K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 823 | $24K |
| Olistico Wealth, LLC | 0.01% | Reduce -3.8% | 795 | $23K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 730 | $21K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 662 | $19K |
| Conquis Financial LLC | 0.02% | — | 656 | $19K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 528 | $15K |
| Anfield Capital Management, LLC | 0.00% | No change | 410 | $12K |
| Financial Connections Group, Inc. | 0.01% | No change | 386 | $11K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $10K |
| Orion Capital Management LLC | 0.00% | New | 257 | $8K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -22.9% | 249 | $7K |
| Capital Analysts, LLC | 0.00% | New | 231 | $7K |
| 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 +1.2% | 173 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -67.7% | 158 | $5K |
| Spurstone Advisory Services, LLC | 0.07% | — | 134 | $4K |
| Accredited Wealth Management, LLC | 0.00% | — | 85 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 80 | $2K |
| Signaturefd, LLC | 0.00% | No change | 45 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $903 |
| NorthRock Partners, LLC | 0.00% | New | 17 | $496 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $263 |
| Lanark Financial, Inc. | 0.01% | — | 3 | $102 |
| FMR LLC | 0.00% | Reduce -80.0% | 3 | $88 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.