Dimensional InternationalDFAIETF
13F holders, Q1 2025 (March 31)606holders +27
42new positions
19sold out
2famous investors
$31.32avg. 13F price*
At the end of Q1 2025, 606 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 27 from Q4 2024. 42 opened new positions and 19 sold out. The largest holders were Prudential Financial Inc. ($585.7M), Envestnet Asset Management Inc. ($232.1M) and Bank of America Corp. ($218.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $708.3M |
| Exits | 19 | $18.6M |
All 13F filers, Q4 2024 → Q1 2025: 42,304,489 shares bought and 38,364,089 shares sold, net +3,940,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 606 holders
| Prudential Financial Inc. | 0.83% | New | 18,753,651 | $585.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +24.2% | 7,432,811 | $232.1M |
| Bank of America Corp. | 0.02% | Add +16.9% | 7,005,389 | $218.8M |
| SYM FINANCIAL Corp | 25.67% | Add +0.3% | 6,671,198 | $208.3M |
| Cable Hill Partners, LLC | 18.04% | Add +2.4% | 5,709,320 | $184.8M |
| &partners | 1.90% | Add +37.0% | 5,652,669 | $179.0M |
| Northern Trust Corp. | 0.02% | Add +24.8% | 4,899,828 | $153.0M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 3,902,730 | $121.9M |
| Corient Private Wealth LP | 0.19% | Reduce -9.3% | 3,806,810 | $118.9M |
| Moisand Fitzgerald Tamayo, LLC | 15.78% | Add +1.4% | 3,652,694 | $114.1M |
| Root Financial Partners, LLC | 10.99% | Add +5.8% | 3,302,605 | $103.1M |
| UBS Group AG | 0.02% | Add +2.5% | 3,243,134 | $101.3M |
| Pure Financial Advisors, LLC | 1.90% | Reduce -2.6% | 2,905,093 | $90.7M |
| Mariner, LLC | 0.15% | Add +18.1% | 2,876,620 | $89.8M |
| Clearstead Advisors, LLC | 1.26% | Add +3.4% | 2,603,751 | $81.3M |
| OneDigital Investment Advisors LLC | 0.93% | Reduce -0.2% | 2,523,946 | $78.8M |
| Wealthspire Advisors, LLC | 0.42% | Add +4.8% | 2,238,479 | $69.9M |
| HighTower Advisors, LLC | 0.09% | Add +323.6% | 2,232,823 | $69.7M |
| Marquette Asset Management, LLC | 11.75% | Reduce -0.3% | 2,135,068 | $66.7M |
| LVZ, Inc. | 8.46% | Add +6.3% | 2,063,745 | $64.5M |
| Evoke Wealth, LLC | 1.64% | Add +9.3% | 2,015,129 | $62.9M |
| Sequoia Financial Advisors, LLC | 0.44% | Add +14.8% | 1,842,584 | $57.5M |
| Focus Partners Wealth | 0.14% | Add +4.3% | 1,836,798 | $57.4M |
| First National Bank of Omaha | 3.84% | Add +24.2% | 1,796,986 | $56.1M |
| Zhang Financial LLC | 2.74% | Add +6.0% | 1,660,969 | $51.9M |
| RAM Investment Partners, LLC | 12.61% | Add +4.2% | 1,635,154 | $51.1M |
| WNY Asset Management, LLC | 6.07% | Reduce -0.3% | 1,633,937 | $51.0M |
| Financial Management Professionals, Inc. | 6.52% | Add +8.1% | 1,633,867 | $51.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -6.7% | 1,563,655 | $48.8M |
| SouthState Bank Corp | 2.21% | New | 1,545,488 | $48.3M |
| RVW Wealth, LLC | 4.47% | Reduce -18.2% | 1,518,680 | $47.4M |
| Apollon Wealth Management, LLC | 1.04% | Add +39.6% | 1,511,540 | $47.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +10.7% | 1,475,934 | $46.1M |
| Bedel Financial Consulting, Inc. | 6.49% | Add +4.9% | 1,377,498 | $45.3M |
| Hemington Wealth Management | 6.89% | Add +275.3% | 1,421,511 | $44.4M |
| LPL Financial LLC | 0.02% | Add +81.5% | 1,378,675 | $43.1M |
| Aquire Wealth Advisors, LLC | 12.94% | Add +3.6% | 1,346,026 | $42.0M |
| McIlrath & Eck, LLC | 5.11% | Add +6.4% | 1,332,768 | $41.6M |
| Great Point Wealth Advisors, LLC | 8.91% | Reduce -0.3% | 1,318,115 | $41.2M |
| Focus Partners Advisor Solutions, LLC | 0.60% | Add +28.9% | 1,253,902 | $39.2M |
| Betterment LLC | 0.09% | Reduce -0.4% | 1,222,034 | $38.2M |
| Wealth Dimensions Group, Ltd. | 9.02% | Add +6.7% | 1,209,947 | $37.8M |
| Brighton Jones LLC | 1.19% | Add +11.0% | 1,191,270 | $37.2M |
| EP Wealth Advisors, LLC | 0.29% | Reduce -9.2% | 1,179,788 | $36.8M |
| First National Advisers, LLC | 5.83% | Add +7.2% | 1,165,559 | $36.4M |
| Spinnaker Investment Group, LLC | 8.09% | Reduce -14.8% | 1,145,984 | $35.8M |
| Willow Creek Wealth Management Inc. | 3.40% | Add +12.0% | 1,117,501 | $34.9M |
| Pioneer Wealth Management Group | 14.86% | — | 1,105,060 | $34.5M |
| JFS Wealth Advisors, LLC | 2.19% | Add +0.2% | 1,034,561 | $32.3M |
| Mather Group, Llc. | 0.37% | Add +2.4% | 1,016,329 | $31.7M |
| Arista Wealth Management, LLC | 7.67% | Add +1.7% | 1,013,070 | $31.6M |
| Bridgewater Advisors Inc. | 2.73% | Add +55.3% | 973,981 | $31.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.0% | 973,727 | $30.4M |
| Private Advisor Group, LLC | 0.18% | Add +57.4% | 944,724 | $29.5M |
| Chico Wealth RIA | 25.05% | Add +2.2% | 924,356 | $28.9M |
| MAI Capital Management | 0.22% | Add +4.9% | 915,075 | $28.6M |
| Mission Wealth Management, LP | 0.71% | Reduce -3.2% | 900,148 | $28.1M |
| LRI Investments, LLC | 2.70% | Reduce -0.1% | 893,680 | $27.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +34.6% | 889,280 | $27.8M |
| Osaic Holdings, Inc. | 0.06% | Add +190.9% | 884,636 | $27.6M |
| Sax Wealth Advisors, LLC | 1.84% | Add +9.9% | 824,835 | $25.8M |
| Annandale Capital, LLC | 4.64% | Add +6.7% | 792,312 | $24.7M |
| Aptus Capital Advisors, LLC | 0.28% | Add +0.8% | 789,001 | $24.6M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -57.8% | 782,059 | $24.4M |
| Perigon Wealth Management, LLC | 0.62% | Add +6.3% | 772,727 | $24.1M |
| PBMares Wealth Management LLC | 4.78% | Add +7.3% | 764,660 | $23.9M |
| SC&H Financial Advisors, Inc. | 4.67% | Add +7.0% | 759,614 | $23.7M |
| Rappaport Reiches Capital Management, LLC | 5.86% | Add +8.5% | 751,389 | $23.5M |
| Physician Wealth Advisors, Inc. | 4.02% | Add +2.9% | 747,931 | $23.4M |
| MML Investors Services, LLC | 0.08% | Add +4.6% | 734,259 | $22.9M |
| Allworth Financial LP | 0.13% | Add +28.4% | 715,436 | $22.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.01% | Add +8.1% | 732,665 | $22.9M |
| Stadion Money Management, LLC | 2.24% | Reduce -4.8% | 719,077 | $22.5M |
| Monument Group Wealth Advisors, LLC | 15.52% | Reduce -0.1% | 717,030 | $22.4M |
| Valued Wealth Advisors LLC | 13.02% | Add +5.5% | 694,793 | $21.7M |
| One Capital Management, LLC | 0.72% | Add +62.1% | 684,015 | $21.4M |
| Creative Planning | 0.02% | Reduce -6.0% | 681,252 | $21.3M |
| Stonehearth Capital Management, LLC | 8.79% | Add +2.3% | 680,359 | $21.2M |
| DecisionPoint Financial, LLC | 5.90% | Reduce -2.7% | 651,624 | $20.4M |
| AE Wealth Management LLC | 0.17% | Add +6.9% | 648,925 | $20.3M |
| Brogan Financial, Inc. | 9.65% | Add +0.6% | 635,808 | $19.9M |
| Dynamic Advisor Solutions LLC | 0.64% | Add +1.6% | 624,942 | $19.5M |
| Kure Advisory, LLC | 14.72% | — | 623,971 | $19.5M |
| Pathstone Holdings, LLC | 0.08% | Add +11.2% | 605,965 | $19.0M |
| Pallas Capital Advisors LLC | 0.78% | Add +1.8% | 599,780 | $18.7M |
| Berger Financial Group, Inc | 1.28% | Add +8005.9% | 591,329 | $18.5M |
| Curated Wealth Partners LLC | 2.37% | Add +4.7% | 587,203 | $18.3M |
| BWM Planning, LLC | 7.76% | Reduce -3.0% | 587,065 | $18.3M |
| Captrust Financial Advisors | 0.05% | Reduce -5.4% | 584,742 | $18.3M |
| Diversify Wealth Management, LLC | 1.35% | Reduce -5.6% | 562,023 | $18.2M |
| Fiduciary Financial Group, LLC | 3.96% | Add +1.4% | 616,273 | $18.2M |
| Legacy Financial Group, Inc. | 5.83% | Add +0.4% | 581,196 | $18.2M |
| Advisory Alpha, LLC | 0.61% | Reduce -12.0% | 574,847 | $18.0M |
| TCP Asset Management, LLC | 4.00% | Add +2.2% | 573,106 | $17.9M |
| Awm Capital, LLC | 2.07% | Reduce -1.6% | 566,760 | $17.7M |
| Quantum Financial Advisors, LLC | 2.64% | Reduce -2.9% | 566,603 | $17.7M |
| Larson Financial Group LLC | 0.83% | Reduce -7.7% | 561,564 | $17.5M |
| World Investment Advisors | 0.45% | New | 556,704 | $17.4M |
| Spectrum Investment Advisors, Inc. | 10.94% | Add +2.0% | 542,674 | $16.9M |
| Evanson Asset Management, LLC | 1.18% | Reduce -5.7% | 532,643 | $16.6M |
| Chicago Partners Investment Group LLC | 0.55% | Add +9.2% | 507,039 | $16.6M |
| Kestra Investment Management, LLC | 0.32% | Add +86.3% | 526,681 | $16.4M |
| Essential Planning, LLC. | 6.62% | Reduce -98.4% | 526,409 | $16.4M |
| Consilium Wealth Advisory, LLC | 8.05% | Add +2.5% | 514,340 | $16.1M |
| Baird Financial Group, Inc. | 0.03% | Add +8.7% | 501,081 | $15.6M |
| Plancorp, LLC | 0.62% | Add +0.2% | 497,150 | $15.5M |
| Prudent Man Investment Management, Inc. | 8.44% | Reduce -0.1% | 521,576 | $15.2M |
| Austin Wealth Management, LLC | 3.05% | Add +20.0% | 475,525 | $15.2M |
| NewEdge Advisors, LLC | 0.09% | Reduce -29.2% | 463,844 | $14.5M |
| Cerity Partners LLC | 0.03% | Add +7.8% | 463,829 | $14.5M |
| Financial Alternatives, Inc | 10.20% | Add +3.5% | 458,331 | $14.3M |
| Builder Investment Group Inc. | 4.06% | Add +2.4% | 457,752 | $14.3M |
| Forum Private Client Group LLC | 6.15% | Add +7.3% | 453,865 | $14.2M |
| Wealthquest Corp | 1.15% | Add +28.2% | 442,323 | $13.8M |
| Fonville Wealth Management LLC | 4.02% | Add +8.5% | 437,102 | $13.7M |
| Cetera Investment Advisers | 0.03% | Add +7.3% | 435,033 | $13.6M |
| Asset Planning Corporation | 7.73% | Add +3.4% | 420,290 | $13.1M |
| Advantage Trust Co | 7.91% | Add +0.8% | 417,704 | $13.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.7% | 409,309 | $12.8M |
| Allodium Investment Consultants, LLC | 9.35% | Reduce -3.7% | 405,527 | $12.7M |
| Modera Wealth Management, LLC | 0.17% | Reduce -2.7% | 400,544 | $12.5M |
| Envision Financial Planning, LLC | 6.36% | Add +1.2% | 399,619 | $12.5M |
| Next Level Wealth Planning, LLC | 9.40% | Add +22.2% | 397,289 | $12.4M |
| Allegiance Financial Group Advisory Services LLC | 3.75% | Add +10.1% | 394,544 | $12.3M |
| CPA Asset Management Group, LLC | 5.34% | Add +0.8% | 388,292 | $12.1M |
| Pinnacle Associates Ltd. | 0.18% | Add +1.5% | 386,736 | $12.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.13% | Add +1.5% | 386,436 | $12.1M |
| Diversified Portfolios, Inc. | 1.27% | Add +7.6% | 386,058 | $12.1M |
| Colorado Capital Management, Inc. | 5.58% | Add +17.1% | 383,933 | $12.0M |
| Midwest Heritage Bank, FSB | 4.93% | Add +19.0% | 383,233 | $12.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.84% | Add +2.6% | 381,552 | $11.9M |
| Oak Wealth Advisors LLC | 8.78% | Add +0.6% | 379,989 | $11.9M |
| Stifel Financial Corp. | 0.01% | Add +68.5% | 376,051 | $11.7M |
| Sterling Wealth Advisors Inc | 8.66% | Add +1.8% | 359,766 | $11.2M |
| tru Independence LLC | 3.48% | Reduce -25.3% | 359,175 | $11.2M |
| Heritage Wealth Management, Inc./Texas | 6.48% | Reduce -10.1% | 358,256 | $11.2M |
| Exencial Wealth Advisors, LLC | 0.41% | Reduce -1.8% | 352,126 | $11.0M |
| Morling Financial Advisors, LLC | 3.73% | Add +4.6% | 347,068 | $10.8M |
| Archvest Wealth Advisors, Inc. | 8.94% | Add +6.3% | 346,122 | $10.8M |
| Liberty Wealth Management LLC | 2.06% | Reduce -17.0% | 344,745 | $10.8M |
| Plan Group Financial, LLC | 3.78% | Add +21.8% | 339,116 | $10.6M |
| Guardian Wealth Advisors, LLC / NC | 0.84% | Add +0.8% | 336,339 | $10.5M |
| B&D White Capital Company, LLC | 1.54% | New | 335,113 | $10.5M |
| Graver Capital Management, LLC | 10.57% | Add +5.0% | 332,103 | $10.4M |
| Mendota Financial Group, LLC | 11.02% | Reduce -24.3% | 325,288 | $10.2M |
| Parkshore Wealth Management, Inc. | 5.80% | Add +17.9% | 319,302 | $10.0M |
| Bannerman Wealth Management Group, LLC | 8.10% | Add +3.4% | 317,654 | $9.9M |
| Arcadia Wealth Management, Inc. | 7.67% | Add +24.4% | 314,830 | $9.8M |
| Vermillion & White Wealth Management Group, LLC | 7.06% | Add +90.9% | 312,183 | $9.7M |
| Ledgewood Wealth Advisors, LLC | 6.25% | Reduce -8.7% | 310,067 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.1% | 309,600 | $9.7M |
| Two West Capital Advisors LLC | 8.01% | Add +7.0% | 316,668 | $9.6M |
| CVA Family Office, LLC | 1.39% | Add +5.7% | 290,804 | $9.1M |
| Note Advisors, LLC | 7.28% | Add +16.1% | 282,170 | $8.8M |
| Aegis Wealth Management LLC | 5.12% | Add +2.1% | 279,019 | $8.7M |
| Fort Henry Capital, LLC | 6.24% | Add +3.7% | 278,376 | $8.7M |
| Okabena Investment Services Inc. | 2.18% | No change | 277,807 | $8.7M |
| First National Corp. /Ma/ | 1.92% | Reduce -1.6% | 277,797 | $8.7M |
| FinDec Wealth Services, Inc. | 8.57% | Add +145.5% | 277,475 | $8.7M |
| Equitable Holdings, Inc. | 0.08% | Reduce -0.5% | 275,849 | $8.6M |
| Fermata Advisors, LLC | 1.55% | Add +19.0% | 273,697 | $8.5M |
| American Capital Advisory, LLC | 4.59% | Add +13.1% | 272,654 | $8.5M |
| Pure Portfolios Holdings LLC | 3.09% | Add +4.9% | 269,316 | $8.4M |
| Shira Ridge Wealth Management | 4.19% | Add +1.0% | 269,002 | $8.4M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -2.7% | 268,716 | $8.4M |
| Tortoise Investment Management, LLC | 0.86% | Add +8.1% | 263,036 | $8.2M |
| SIMA Wealth Partners, LLC | 6.82% | Reduce -0.3% | 262,870 | $8.2M |
| GEM Asset Management, LLC | 4.52% | Add +4.0% | 257,931 | $8.1M |
| Sutton Place Investors LLC | 5.37% | Reduce -0.4% | 255,600 | $8.0M |
| Northwest Wealth Management, LLC | 1.58% | Add +10.0% | 254,861 | $8.0M |
| Binnacle Investments Inc | 5.78% | — | 253,818 | $7.9M |
| Curio Wealth, LLC | 4.00% | Reduce -99.9% | 226 | $7.7M |
| Vermillion Wealth Management, Inc. | 2.26% | Add +8.9% | 242,755 | $7.6M |
| Private Wealth Management Group, LLC | 2.74% | Add +70.5% | 237,896 | $7.4M |
| Jane Street Group, LLC | 0.01% | New | 236,458 | $7.4M |
| Cowa, LLC | 3.13% | Add +38.8% | 205,023 | $7.3M |
| ArborFi Advisors, LLC | 7.26% | Reduce -6.2% | 234,035 | $7.3M |
| Cahill Wealth Management, LLC | 3.71% | Add +19.6% | 233,646 | $7.3M |
| GeoWealth Management, LLC | 0.29% | Reduce -62.4% | 228,607 | $7.1M |
| Forza Wealth Management, LLC | 3.21% | Add +0.0% | 228,603 | $7.1M |
| Avior Wealth Management, LLC | 0.27% | Add +50.3% | 228,079 | $7.1M |
| Security Financial Services, INC. | 1.41% | Add +0.2% | 227,971 | $7.1M |
| Hurlow Wealth Management Group, Inc. | 2.20% | Reduce -1.9% | 225,748 | $7.1M |
| D.A. Davidson & Co. | 0.06% | Add +16.4% | 225,476 | $7.0M |
| D.B. Root & Company, LLC | 2.26% | Reduce -0.3% | 223,795 | $7.0M |
| CreativeOne Wealth, LLC | 0.21% | Reduce -9.9% | 223,733 | $7.0M |
| Adero Partners, LLC | 0.43% | Reduce -1.5% | 210,492 | $6.6M |
| 1900 Wealth Management LLC | 0.54% | Reduce -12.7% | 209,417 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +5.2% | 208,698 | $6.5M |
| Jacobi Capital Management LLC | 0.48% | Add +24.9% | 207,273 | $6.5M |
| Bay Harbor Wealth Management, LLC | 2.02% | Add +5.1% | 204,902 | $6.4M |
| Aspen Wealth Management LLC | 1.76% | Add +0.2% | 199,202 | $6.2M |
| Arkadios Wealth Advisors | 0.23% | New | 198,412 | $6.2M |
| Syverson Strege & Co | 1.98% | Add +1.8% | 197,642 | $6.2M |
| Clarity Capital Advisors, LLC | 3.92% | Add +3.4% | 191,090 | $6.0M |
| Arax Advisory Partners | 0.38% | New | 189,381 | $5.9M |
| Maryland Capital Advisors Inc. | 2.60% | Add +12.4% | 188,390 | $5.9M |
| Andrews, Lucia Wealth Management LLC | 3.92% | Add +7.0% | 199,759 | $5.8M |
| Beckerman Institutional, LLC | 4.22% | Add +9.8% | 186,481 | $5.8M |
| Glass Jacobson Investment Advisors llc | 1.91% | No change | 198,796 | $5.8M |
| Baker Boyer National Bank | 2.14% | Add +11.2% | 185,503 | $5.8M |
| Hutchinson Capital Management | 1.09% | Add +0.5% | 183,012 | $5.7M |
| Premier Path Wealth Partners, LLC | 0.87% | Add +3.0% | 178,685 | $5.6M |
| Bank of Montreal | 0.00% | Add +5.2% | 178,576 | $5.6M |
| Baring Financial LLC | 4.59% | Add +19.1% | 175,225 | $5.5M |
| TCI Wealth Advisors, Inc. | 0.44% | Add +11.4% | 174,725 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -9.1% | 170,132 | $5.3M |
| RFG Advisory, LLC | 0.14% | Reduce -5.8% | 167,618 | $5.2M |
| Edge Financial Advisors LLC | 3.29% | Add +57.6% | 166,782 | $5.2M |
| Main Street Financial Solutions, LLC | 0.45% | Add +23.5% | 166,364 | $5.2M |
| Wealthspan Partners, LLC | 2.37% | Add +1.6% | 164,465 | $5.1M |
| Merit Financial Group, LLC | 0.08% | New | 161,845 | $5.1M |
| Apella Capital, LLC | 0.17% | Add +3.4% | 166,241 | $5.0M |
| United Advisor Group, LLC | 1.02% | Add +2.7% | 159,127 | $5.0M |
| Prodigy Asset Management LLC | 3.99% | Add +13.6% | 158,085 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 156,128 | $4.9M |
| RBF Capital, LLC | 0.31% | No change | 155,000 | $4.8M |
| Everhart Financial Group, Inc. | 0.66% | New | 154,660 | $4.8M |
| Ancora Advisors LLC | 0.11% | Reduce -2.9% | 154,510 | $4.8M |
| Dodds Wealth, LLC | 1.57% | Reduce -1.2% | 154,340 | $4.8M |
| FMB Wealth Management | 2.64% | Reduce -1.3% | 153,004 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.64% | Add +2.9% | 152,819 | $4.8M |
| AdvisorNet Financial, Inc | 0.34% | Reduce -0.9% | 148,594 | $4.6M |
| Market Street Wealth Management Advisors LLC | 0.77% | Reduce -0.2% | 145,266 | $4.5M |
| Florida Trust Wealth Management Co | 0.15% | Add +59.8% | 145,222 | $4.5M |
| Townsquare Capital LLC | 0.05% | Reduce -6.1% | 143,675 | $4.5M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.6% | 143,156 | $4.5M |
| Cordgrass Capital Advisors, LLC | 1.28% | Add +6.5% | 143,096 | $4.5M |
| CFS Investment Advisory Services, LLC | 0.40% | Add +1.4% | 143,037 | $4.5M |
| 180 Wealth Advisors, LLC | 0.71% | Add +4.7% | 141,672 | $4.4M |
| Werba Rubin Papier Wealth Management | 0.94% | Add +10.6% | 138,990 | $4.3M |
| Lynx Investment Advisory | 2.89% | Reduce -0.7% | 138,565 | $4.3M |
| Oceanside Advisors LLC | 3.10% | Add +7.0% | 137,208 | $4.3M |
| Entrewealth, LLC | 3.28% | Add +75.7% | 136,772 | $4.3M |
| SpringVest Wealth Management LLC | 3.54% | Add +4.8% | 136,696 | $4.3M |
| Jackson Thornton Wealth Management, LLC | 0.56% | Add +28.0% | 135,577 | $4.2M |
| Quad-Cities Investment Group, LLC | 2.08% | Add +5.6% | 134,808 | $4.2M |
| ERn Financial, LLC | 0.66% | Reduce -3.3% | 133,837 | $4.2M |
| Valley National Advisers Inc. | 0.73% | Add +128.7% | 129,911 | $4.1M |
| Mustard Seed Financial, LLC | 3.20% | Add +4.7% | 127,453 | $4.0M |
| Keb Asset Management, LLC | 1.09% | Add +21.1% | 122,954 | $3.8M |
| SOL Capital Management CO | 0.42% | Reduce -4.3% | 122,366 | $3.8M |
| Medallion Wealth Advisors, LLC | 1.73% | Add +0.6% | 122,005 | $3.8M |
| IFP Advisors, Inc | 0.12% | Add +17.9% | 122,123 | $3.8M |
| Colony Family Offices, LLC | 1.19% | Reduce -4.0% | 122,053 | $3.8M |
| North Capital, Inc. | 3.58% | — | 121,502 | $3.8M |
| Strategic Investment Solutions, Inc. | 1.09% | Add +170.5% | 120,618 | $3.8M |
| Pinnacle Financial Group, LLC / IL | 1.33% | Add +3.0% | 117,020 | $3.7M |
| ARK & TLK Investments, LLC | 1.28% | Reduce -0.2% | 115,990 | $3.6M |
| Sollinda Capital Management LLC | 1.01% | Add +0.1% | 115,789 | $3.6M |
| Timonier Family Office, LTD. | 1.59% | Reduce -5.1% | 115,387 | $3.6M |
| Martin Worley Group | 2.05% | Add +12.4% | 115,104 | $3.6M |
| Tillman Hartley LLC | 1.04% | Add +45.5% | 114,218 | $3.6M |
| First Financial Group Corp | 4.00% | Add +6.2% | 113,053 | $3.5M |
| Heritage Financial Services, LLC | 0.35% | Reduce -0.0% | 112,327 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.5% | 110,752 | $3.5M |
| Claris Advisors, LLC / Mo / | 1.29% | Add +38.7% | 110,634 | $3.5M |
| Lionshead Wealth Management, LLC | 3.59% | Reduce -28.1% | 110,592 | $3.5M |
| JPL Wealth Management, LLC | 0.97% | Add +9.2% | 109,140 | $3.4M |
| DBK Financial Counsel, LLC | 3.40% | Add +4.4% | 108,579 | $3.4M |
| Evermay Wealth Management LLC | 0.44% | Add +15.0% | 107,454 | $3.4M |
| Versant Capital Management, Inc | 0.56% | Add +2.3% | 107,324 | $3.4M |
| Apollon Financial, LLC | 0.78% | Add +53.8% | 104,966 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -2.3% | 100,758 | $3.1M |
| Old Mission Capital LLC | 0.06% | New | 100,051 | $3.1M |
| Weinberger Asset Management, Inc | 1.32% | Reduce -0.5% | 98,524 | $3.1M |
| CX Institutional | 0.11% | Reduce -50.6% | 96,643 | $3.0M |
| Vantage Point Financial LLC | 1.52% | Add +5.8% | 96,349 | $3.0M |
| Newman Dignan & Sheerar, Inc. | 0.82% | Add +39.6% | 96,230 | $3.0M |
| Planwiser Financial, LLC | 2.70% | — | 91,047 | $3.0M |
| Sterling Financial Group, Inc. | 1.07% | Reduce -7.0% | 95,001 | $3.0M |
| CGN Advisors LLC | 0.29% | Reduce -12.8% | 94,769 | $3.0M |
| Signature Resources Capital Management, LLC | 2.54% | Reduce -3.1% | 94,388 | $2.9M |
| PFG Advisors | 0.16% | Add +8.7% | 93,623 | $2.9M |
| AlTi Global, Inc. | 0.08% | No change | 93,400 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +9.7% | 93,098 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -18.1% | 91,480 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -18.1% | 91,480 | $2.9M |
| LaSalle St. Investment Advisors, LLC | 0.66% | Reduce -0.1% | 89,929 | $2.8M |
| Redwood Park Advisors LLC | 2.35% | Add +4.1% | 89,538 | $2.8M |
| Wealthcare Capital Management LLC | 0.28% | New | 89,338 | $2.8M |
| Axis Wealth Partners, LLC | 2.01% | Add +7.8% | 87,287 | $2.7M |
| Waterfront Wealth Inc. | 0.65% | Reduce -5.0% | 85,659 | $2.7M |
| CLG LLC | 0.93% | Add +2.9% | 85,641 | $2.7M |
| Optima Capital LLC | 1.69% | Add +5.3% | 84,980 | $2.7M |
| Robinson Smith Wealth Advisors LLC | 2.17% | Add +7.3% | 82,971 | $2.6M |
| Shearwater Capital LLC | 1.81% | Reduce -0.5% | 82,599 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +2.9% | 82,561 | $2.6M |
| Mutual Advisors, LLC | 0.07% | Add +22.2% | 77,781 | $2.5M |
| Landmark Wealth Management, Inc. | 1.19% | Reduce -77.9% | 79,727 | $2.5M |
| Cardiff Park Advisors, LLC | 0.24% | Add +0.1% | 79,461 | $2.5M |
| Alkeme Wealth, LLC | 1.09% | Add +17.9% | 77,773 | $2.4M |
| R. W. Roge & Company, Inc. | 1.31% | Add +113.1% | 76,415 | $2.4M |
| Factor Wealth Management LTD | 0.73% | Reduce -0.2% | 76,290 | $2.4M |
| Quarry Hill Advisors, LLC | 1.55% | Reduce -3.1% | 76,192 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +4.8% | 73,874 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 72,867 | $2.3M |
| Coyle Financial Counsel LLC | 0.69% | Add +193.8% | 72,466 | $2.3M |
| Pacific Asset Management, LLC | 2.01% | Add +0.2% | 71,877 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -16.9% | 71,355 | $2.2M |
| First National Bank Sioux Falls | 0.89% | Add +578.1% | 70,583 | $2.2M |
| Lodestone Wealth Management LLC | 1.14% | Add +0.4% | 68,791 | $2.1M |
| American Investment Services, Inc. | 0.38% | Reduce -4.2% | 68,547 | $2.1M |
| Red Lighthouse Investment Management, LLC | 0.87% | Reduce -2.2% | 70,316 | $2.1M |
| Financial Symmetry Inc | 1.30% | Add +4.6% | 67,850 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.22% | Add +21.8% | 67,594 | $2.1M |
| My Personal CFO, LLC | 1.06% | Add +22.4% | 67,259 | $2.1M |
| StoneX Group Inc. | 0.11% | Add +172.5% | 66,317 | $2.1M |
| Rather & Kittrell, Inc. | 0.44% | Add +6.8% | 65,184 | $2.0M |
| Aveo Capital Partners, LLC | 0.34% | Reduce -4.6% | 62,081 | $2.0M |
| HFG Wealth Management, LLC | 1.23% | Add +0.1% | 69,476 | $2.0M |
| Saxony Capital Management, LLC | 1.75% | Add +83.8% | 63,946 | $2.0M |
| Vestment Financial LLC | 1.42% | Add +0.1% | 63,301 | $2.0M |
| Level Wealth Management LLC | 1.28% | Reduce -2.3% | 62,659 | $2.0M |
| Integrity Wealth Solutions LLC | 1.05% | Add +26.9% | 61,839 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.90% | Add +23.0% | 60,583 | $1.9M |
| Burton Enright Welch | 0.38% | Reduce -0.0% | 59,115 | $1.8M |
| Poinciana Advisors Group, LLC | 1.91% | Add +28.2% | 58,922 | $1.8M |
| DHJJ Financial Advisors, Ltd. | 0.74% | Add +17.6% | 58,874 | $1.8M |
| Magnolia Private Wealth, LLC | 1.55% | Add +53.4% | 58,753 | $1.8M |
| Eaton-Cambridge Inc. | 0.79% | Add +0.0% | 58,610 | $1.8M |
| Redmont Wealth Advisors LLC | 3.56% | Add +535.5% | 58,515 | $1.8M |
| Investmark Advisory Group LLC | 0.86% | Reduce -1.5% | 55,799 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.6% | 54,851 | $1.7M |
| Altiora Financial Group, LLC | 0.36% | Add +12.7% | 53,595 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.2% | 53,237 | $1.7M |
| Wealth Advisors Northwest LLC | 1.05% | Reduce -6.3% | 53,191 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -59.7% | 53,871 | $1.7M |
| Capstone Wealth Management, LLC | 1.63% | Add +11.8% | 52,334 | $1.6M |
| Lauterbach Financial Advisors, LLC | 1.01% | Add +2.0% | 51,803 | $1.6M |
| Heritage Wealth Management, Inc. | 1.38% | Reduce -0.4% | 51,746 | $1.6M |
| Arcadia Wealth Management, LLC | 0.78% | Add +3.4% | 50,819 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -12.3% | 50,325 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.50% | Reduce -27.6% | 50,291 | $1.6M |
| Life Planning Partners, Inc | 1.39% | Add +15.2% | 49,293 | $1.5M |
| AQR Capital Management | 0.00% | Add +39.2% | 49,086 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -2.4% | 48,011 | $1.5M |
| CarsonAllaria Wealth Management, Ltd. | 0.87% | Reduce -0.5% | 47,959 | $1.5M |
| GWN Securities Inc. | 0.08% | New | 46,247 | $1.4M |
| City State Bank | 0.47% | Add +8.0% | 46,127 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +481.0% | 46,043 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +4.7% | 45,461 | $1.4M |
| Leading Edge Financial Planning LLC | 0.44% | Reduce -0.4% | 45,335 | $1.4M |
| Melfa Wealth Management, Inc. | 0.95% | Reduce -0.3% | 45,074 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -88.5% | 44,700 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -9.2% | 44,453 | $1.4M |
| David Wealth Management LLC | 1.12% | Add +0.3% | 43,017 | $1.3M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -2.1% | 42,523 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.34% | Add +9.9% | 42,821 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +6.9% | 41,869 | $1.3M |
| Total Wealth Planning, LLC | 0.20% | Reduce -4.3% | 41,920 | $1.3M |
| Lam Group, Inc. | 0.94% | Reduce -3.4% | 41,055 | $1.3M |
| Invst, LLC | 0.17% | Add +22.2% | 40,446 | $1.3M |
| Meritas Wealth Management, LLC | 0.73% | No change | 40,093 | $1.3M |
| SwitchPoint Financial Planning, LLC | 1.16% | Reduce -1.4% | 39,117 | $1.2M |
| Mgo One Seven LLC | 0.05% | Add +59.6% | 38,944 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.0% | 38,852 | $1.2M |
| Keel Point, LLC | 0.09% | Reduce -1.7% | 38,464 | $1.2M |
| Scratch Capital LLC | 1.22% | Add +7.7% | 37,814 | $1.2M |
| Abel Hall, LLC | 0.70% | Reduce -1.0% | 36,919 | $1.2M |
| Forum Financial Management, LP | 0.02% | Add +0.4% | 36,870 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.7% | 36,233 | $1.1M |
| Longview Financial Advisors LLC | 0.75% | No change | 36,191 | $1.1M |
| Topsail Wealth Management, LLC | 0.23% | Add +0.3% | 36,105 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.39% | Reduce -25.8% | 35,693 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.82% | Reduce -12.2% | 35,272 | $1.1M |
| Live Oak Private Wealth LLC | 0.18% | Add +128.3% | 35,210 | $1.1M |
| Ballentine Capital Advisors, Inc | 0.56% | Reduce -3.9% | 35,126 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -5.8% | 34,782 | $1.1M |
| G2 Capital Management, LLC / Oh | 0.33% | Add +2.8% | 34,633 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.76% | Reduce -0.7% | 34,165 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +36.4% | 33,908 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -13.1% | 33,477 | $1.1M |
| Global Financial Private Client, LLC | 0.40% | New | 33,620 | $1.0M |
| Principal Securities, Inc. | 0.02% | No change | 35,783 | $1.0M |
| Shore Point Advisors, LLC | 0.55% | Reduce -13.9% | 33,208 | $1.0M |
| Pettinga Financial Advisors LLC | 0.24% | Add +10.7% | 33,015 | $1.0M |
| Second Half Financial Partners, LLC | 0.50% | Add +0.6% | 32,573 | $1.0M |
| Virtue Capital Management, LLC | 0.12% | New | 32,134 | $1.0M |
| Infinity Wealth Counsel, LLC | 1.06% | Add +6.6% | 31,575 | $986K |
| Wealthfront Advisers LLC | 0.00% | Add +4.9% | 31,488 | $983K |
| Stone Summit Wealth LLC | 0.33% | Add +1.3% | 31,391 | $980K |
| HRT Financial LP | 0.01% | Add +89.6% | 30,881 | $964K |
| Private Trust Co. NA | 0.10% | Reduce -10.5% | 30,456 | $951K |
| Pillar Financial Advisors, LLC | 0.71% | Reduce -1.4% | 30,453 | $951K |
| Squire Investment Management Company, LLC | 0.39% | Add +22.9% | 30,172 | $942K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.2% | 29,711 | $928K |
| Vestia Personal Wealth Advisors | 0.73% | Add +0.7% | 29,408 | $918K |
| Breakwater Capital Group | 0.16% | Add +33.2% | 29,279 | $914K |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Add +12.5% | 27,507 | $859K |
| Marshall Financial Group, LLC | 0.19% | Reduce -31.7% | 27,445 | $857K |
| Independent Financial Group, LLC | 0.03% | Reduce -1.2% | 27,084 | $846K |
| Samalin Investment Counsel, LLC | 0.34% | Reduce -37.4% | 26,778 | $836K |
| Cloud Capital Management, LLC | 0.59% | — | 26,765 | $835K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +3.5% | 26,433 | $825K |
| Greenspring Advisors, LLC | 0.20% | No change | 26,407 | $825K |
| Tranquility Partners, LLC | 0.32% | Add +1.2% | 26,198 | $818K |
| Barrett & Company, Inc. | 0.35% | Add +4.0% | 25,834 | $807K |
| Spire Wealth Management | 0.03% | Add +0.3% | 25,727 | $803K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.2% | 26,357 | $799K |
| Citadel Advisors | 0.00% | Reduce -89.0% | 25,579 | $799K |
| Woodside Wealth Management LLC | 0.74% | — | 25,443 | $795K |
| Heritage Investment Group, Inc. | 0.15% | No change | 25,371 | $792K |
| Quadcap Wealth Management, LLC | 0.11% | Add +203.0% | 25,358 | $792K |
| Beverly Hills Private Wealth, LLC | 0.15% | No change | 24,775 | $774K |
| Archer Investment Management, LLC | 0.53% | Reduce -17.8% | 24,652 | $770K |
| Strategent Financial, LLC | 0.68% | Add +4.2% | 24,004 | $750K |
| WMG Financial Advisors, LLC | 0.32% | Reduce -1.1% | 23,997 | $749K |
| Bryant Woods Investment Advisors, LLC | 0.36% | Add +2.2% | 23,911 | $747K |
| VSM Wealth Advisory, LLC | 0.27% | Reduce -3.0% | 23,813 | $744K |
| Riverchase Wealth Management, LLC | 0.51% | Add +0.1% | 23,452 | $732K |
| Level Four Advisory Services, LLC | 0.03% | No change | 23,343 | $729K |
| Compass Financial Group, INC | 0.14% | Add +11.3% | 23,317 | $728K |
| Eldridge Investment Advisors, Inc. | 0.17% | Reduce -4.3% | 23,196 | $724K |
| Francis Financial, Inc. | 0.17% | No change | 22,804 | $712K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 22,661 | $708K |
| Porter White Investment Advisors, Inc. | 0.35% | Add +3.9% | 22,524 | $703K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +16.2% | 21,894 | $684K |
| Kaufman Rossin Wealth, LLC | 0.48% | Add +1.7% | 21,407 | $669K |
| Darrow Company, Inc. | 0.37% | No change | 21,406 | $669K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | Add +3.1% | 21,398 | $668K |
| First PREMIER Bank | 0.17% | New | 21,358 | $667K |
| XY Planning Network, Inc. | 0.44% | New | 21,048 | $657K |
| Collective Family Office LLC | 0.18% | Add +1.9% | 21,006 | $656K |
| Acorn Wealth Advisors, LLC | 0.27% | Reduce -0.8% | 20,918 | $653K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Add +0.6% | 20,906 | $653K |
| Cambridge Financial Group, LLC | 0.28% | Add +4.1% | 20,714 | $650K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +1.6% | 20,063 | $627K |
| Roundview Capital LLC | 0.04% | Add +3.9% | 19,782 | $618K |
| Balanced Rock Investment Advisors LLC | 0.49% | Add +7.9% | 19,635 | $613K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -15.8% | 19,150 | $598K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -11.7% | 19,040 | $595K |
| Integrity Investment Advisors, LLC | 0.54% | — | 19,017 | $594K |
| Synovus Financial Corp. | 0.01% | Add +158.2% | 19,002 | $593K |
| Raffa Wealth Management, LLC | 0.13% | Add +1.8% | 18,890 | $590K |
| Seneschal Advisors, LLC | 0.50% | Add +33.9% | 18,792 | $587K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -15.9% | 18,791 | $587K |
| Salem Investment Counselors Inc. | 0.02% | Add +4.1% | 18,462 | $577K |
| JFG Wealth Management, LLC | 0.13% | Reduce -30.1% | 17,854 | $558K |
| Foundation Wealth Management, LLC\PA | 0.26% | Reduce -0.3% | 17,646 | $551K |
| Baker Ellis Asset Management LLC | 0.08% | New | 17,598 | $550K |
| Valeo Financial Advisors, LLC | 0.02% | Add +13.4% | 17,588 | $549K |
| Faithward Advisors, LLC | 0.10% | Reduce -6.2% | 17,486 | $546K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 17,266 | $539K |
| Pinnacle Family Advisors, LLC | 0.29% | Add +3.5% | 17,264 | $539K |
| Tassel Capital Management, Inc. | 0.47% | Reduce -4.0% | 17,155 | $536K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 16,700 | $522K |
| Bordeaux Wealth Advisors LLC | 0.10% | No change | 16,571 | $518K |
| Longview Financial Advisors, Inc. | 0.44% | Reduce -7.3% | 16,545 | $517K |
| Rialto Wealth Management, LLC | 0.16% | Add +67.1% | 16,508 | $516K |
| Passive Capital Management, LLC. | 0.16% | Add +0.1% | 16,420 | $513K |
| Michael A. Dubis Financial Planning, LLC | 0.49% | Add +0.1% | 16,237 | $507K |
| Krilogy Financial LLC | 0.03% | No change | 16,130 | $504K |
| Gemmer Asset Management LLC | 0.05% | Add +0.1% | 16,076 | $502K |
| RCS Financial Planning, LLC | 0.26% | Add +15.3% | 16,069 | $502K |
| BOS Asset Management, LLC | 0.17% | Add +5.1% | 15,981 | $499K |
| Gradient Capital Advisors, LLC | 0.16% | No change | 15,883 | $496K |
| Morris Financial Concepts, Inc. | 0.20% | Add +68.9% | 15,636 | $488K |
| Earned Wealth Advisors, LLC | 0.11% | Add +21.2% | 15,611 | $488K |
| Seed Wealth Management, Inc. | 0.39% | No change | 15,450 | $483K |
| Montag A & Associates Inc. | 0.02% | No change | 15,400 | $481K |
| Concord Wealth Partners | 0.08% | Add +29.3% | 15,295 | $478K |
| Cascade Wealth Advisors, Inc | 0.33% | Reduce -24.2% | 15,382 | $475K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Add +0.3% | 15,169 | $474K |
| Stewardship Advisors, LLC | 0.13% | Add +11.8% | 15,157 | $473K |
| Studio Investment Management LLC | 0.10% | Add +1.9% | 14,891 | $465K |
| JDH Wealth Management, LLC | 0.39% | No change | 14,537 | $454K |
| Cardinal Point Capital Management ULC | 0.04% | New | 14,523 | $454K |
| Tableaux LLC | 0.33% | Reduce -29.5% | 14,433 | $451K |
| PCA Investment Advisory Services Inc. | 0.24% | Add +24.0% | 14,335 | $448K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -1.7% | 14,301 | $447K |
| Trek Financial, LLC | 0.03% | New | 14,289 | $446K |
| Five Oceans Advisors | 0.21% | Add +0.1% | 14,111 | $441K |
| Acorn Creek Capital LLC | 0.22% | Reduce -7.6% | 13,923 | $435K |
| Silver Oak Securities, Incorporated | 0.04% | Add +16.1% | 13,677 | $431K |
| Balance Wealth Partners LLC | 0.27% | — | 13,548 | $423K |
| Cary Street Partners Financial LLC | 0.01% | New | 13,540 | $423K |
| Elevation Wealth Partners, LLC | 0.18% | Add +0.3% | 13,454 | $420K |
| Emprise Bank | 0.22% | Reduce -16.3% | 13,354 | $417K |
| Comerica Bank | 0.00% | Reduce -16.4% | 13,209 | $413K |
| C M Bidwell & Associates Ltd. | 0.25% | Reduce -1.1% | 13,163 | $411K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -27.9% | 12,939 | $404K |
| Parkworth Wealth Management, Inc. | 0.32% | Add +113.9% | 12,795 | $400K |
| Sensible Financial Planning & Management, LLC. | 0.08% | No change | 12,682 | $396K |
| Forthright Family Wealth Advisory LLC | 0.26% | No change | 12,381 | $387K |
| Wealth Architects, LLC | 0.04% | Add +35.2% | 12,250 | $383K |
| Ariadne Wealth Management, LP | 0.20% | Add +0.0% | 11,528 | $379K |
| True Link Financial Advisors, LLC | 0.03% | New | 12,000 | $375K |
| Montis Financial, LLC | 0.11% | Add +6.3% | 11,983 | $374K |
| Sprinkle Financial Consultants LLC | 0.23% | Reduce -2.2% | 11,488 | $359K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -1.5% | 11,423 | $357K |
| Cherry Tree Wealth Management, LLC | 0.09% | Add +21.2% | 11,414 | $356K |
| Park Avenue Securities LLC | 0.00% | New | 11,287 | $352K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 11,222 | $350K |
| Narus Financial Partners, LLC | 0.12% | Reduce -0.3% | 11,197 | $350K |
| Eastover Investment Advisors LLC | 0.17% | Add +0.3% | 11,079 | $346K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.7% | 11,017 | $344K |
| Core Wealth Management, Inc. | 0.13% | Reduce -7.1% | 10,730 | $335K |
| Washington Trust Advisors, Inc. | 0.03% | Add +23.4% | 10,725 | $335K |
| Compound Planning, Inc. | 0.02% | Add +0.0% | 10,722 | $335K |
| Kraft Asset Management, LLC | 0.31% | Add +24.2% | 10,711 | $334K |
| Burney Co./ | 0.01% | No change | 10,485 | $327K |
| Well Done, LLC | 0.06% | No change | 11,192 | $327K |
| Clear Investment Research, LLC | 0.43% | Reduce -6.8% | 10,275 | $321K |
| FineMark National Bank & Trust | 0.01% | Add +12.2% | 10,151 | $317K |
| AlphaCore Capital LLC | 0.03% | New | 10,115 | $316K |
| Vawter Financial, Ltd. | 0.17% | Reduce -19.1% | 9,643 | $301K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +10.8% | 9,345 | $295K |
| RS Crum Inc. | 0.08% | Reduce -7.0% | 9,292 | $290K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,231 | $288K |
| Beacon Financial Strategies CORP | 0.19% | No change | 9,211 | $288K |
| Optivise Advisory Services LLC | 0.16% | No change | 9,185 | $287K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,155 | $286K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 9,030 | $282K |
| Monograph Wealth Advisors, LLC | 0.04% | New | 8,880 | $277K |
| KM Capital Management Ltd. | 0.15% | New | 8,700 | $272K |
| K2 Financial Inc. | 0.27% | Add +2.5% | 8,725 | $270K |
| Harbour Investments, Inc. | 0.01% | Reduce -71.1% | 8,556 | $267K |
| Dixon Fnancial Services, Inc. | 0.14% | Add +3.8% | 8,505 | $266K |
| BluePointe Capital Management, LLC | 0.10% | New | 8,442 | $264K |
| Tiaa Trust, National Association | 0.00% | No change | 8,405 | $262K |
| Geneos Wealth Management Inc. | 0.01% | Add +338.8% | 8,337 | $260K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -26.9% | 8,339 | $256K |
| Essex Financial Services, Inc. | 0.02% | No change | 8,128 | $254K |
| Satovsky Asset Management LLC | 0.06% | Add +0.3% | 8,127 | $254K |
| Warwick Investment Management, Inc. | 0.05% | Add +0.2% | 8,089 | $253K |
| Ethos Financial Group, LLC | 0.02% | No change | 8,437 | $246K |
| NewEdge Wealth, LLC | 0.00% | Reduce -23.8% | 7,820 | $244K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 7,776 | $243K |
| Smithfield Trust Co | 0.01% | No change | 7,700 | $240K |
| US Bancorp \de | 0.00% | Reduce -10.7% | 7,500 | $234K |
| Orcam Financial Group | 0.21% | No change | 7,262 | $227K |
| Disciplined Investors, L.L.C. | 0.20% | No change | 7,250 | $226K |
| Hartmann Taylor Wealth Management, LLC | 0.20% | — | 7,205 | $225K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $225K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -34.2% | 7,178 | $224K |
| Savvy Advisors, Inc. | 0.02% | New | 7,034 | $220K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 6,995 | $218K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 6,941 | $217K |
| Freedom Financial Partners LLC | 0.10% | New | 6,820 | $213K |
| Vestor Capital, LLC | 0.02% | No change | 6,788 | $212K |
| Voisard Asset Management Group, Inc. | 0.06% | New | 6,764 | $211K |
| Bay Capital Advisors, LLC | 0.17% | New | 6,688 | $209K |
| Financial Advocates Investment Management | 0.01% | New | 7,966 | $209K |
| Frazier Financial Advisors, LLC | 0.16% | Add +139.9% | 6,652 | $208K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -6.1% | 6,604 | $206K |
| Hanover Advisors Inc. | 0.09% | New | 6,589 | $206K |
| L.K. Benson & Company, P.C. | 0.14% | New | 6,491 | $203K |
| Tilia Fiduciary Partners, Inc. | 0.14% | New | 6,483 | $202K |
| Sittner & Nelson, LLC | 0.07% | New | 5,027 | $157K |
| Orion Capital Management LLC | 0.07% | Add +1852.5% | 5,018 | $157K |
| Wells Fargo & Company | 0.00% | Reduce -75.1% | 4,774 | $149K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,610 | $144K |
| Pinney & Scofield, Inc. | 0.10% | Add +8.2% | 4,422 | $138K |
| Asset Dedication, LLC | 0.01% | Reduce -24.9% | 3,955 | $124K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.7% | 3,692 | $115K |
| Kings Path Partners LLC | 0.05% | No change | 3,453 | $108K |
| Nalls Sherbakoff Group, LLC | 0.09% | — | 3,376 | $105K |
| Blue Trust, Inc. | 0.00% | No change | 3,372 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.7% | 3,327 | $104K |
| Capital Analysts, LLC | 0.00% | Add +1291.8% | 3,215 | $100K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 3,084 | $96K |
| Lanark Financial, Inc. | 0.01% | — | 2,849 | $88K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,798 | $88K |
| Fairscale Capital, LLC | 0.08% | No change | 2,700 | $84K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,608 | $82K |
| Fort Vancouver Investment Management, LLC | 0.06% | Reduce -47.4% | 2,626 | $82K |
| Colonial Trust Co / SC | 0.01% | No change | 2,417 | $75K |
| 10Elms LLP | 0.09% | No change | 2,350 | $73K |
| Phillips Financial Management, LLC | 0.01% | Reduce -1.6% | 2,285 | $71K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.2% | 2,175 | $68K |
| Synergy Investment Management, LLC | 0.02% | No change | 1,857 | $58K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 1,818 | $57K |
| Rossby Financial, LCC | 0.02% | New | 1,747 | $56K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 1,759 | $55K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.3% | 1,486 | $46K |
| JNBA Financial Advisors | 0.00% | Add +0.3% | 1,380 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.4% | 1,366 | $43K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 1,120 | $35K |
| Private Wealth Asset Management, LLC | 0.00% | — | 921 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 872 | $27K |
| Cwm, LLC | 0.00% | Reduce -30.3% | 845 | $26K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 823 | $26K |
| Russell Investments Group, Ltd. | 0.00% | New | 740 | $23K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 730 | $23K |
| Olistico Wealth, LLC | 0.01% | Reduce -12.3% | 697 | $22K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 662 | $21K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $19K |
| SJS Investment Consulting Inc. | 0.00% | No change | 528 | $16K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -51.4% | 450 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 410 | $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 | 249 | $8K |
| PrairieView Partners, LLC | 0.00% | No change | 206 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 173 | $5K |
| Spurstone Advisory Services, LLC | 0.08% | No change | 134 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.0% | 128 | $4K |
| Accredited Wealth Management, LLC | 0.00% | No change | 85 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 80 | $2K |
| FMR LLC | 0.00% | Add +2533.3% | 79 | $2K |
| Signaturefd, LLC | 0.00% | No change | 45 | $1K |
| Capital A Wealth Management, LLC | 0.00% | New | 32 | $999 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $965 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $282 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.