Dimensional InternationalDFAIETF
13F holders, Q2 2025 (June 30)637holders +31
50new positions
19sold out
4famous investors
$34.56avg. 13F price*
At the end of Q2 2025, 637 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 31 from Q1 2025. 50 opened new positions and 19 sold out. The largest holders were Prudential Financial Inc. ($557.0M), Envestnet Asset Management Inc. ($319.7M) and Bank of America Corp. ($261.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $227.4M |
| Exits | 19 | $10.8M |
All 13F filers, Q1 2025 → Q2 2025: 27,023,325 shares bought and 7,767,655 shares sold, net +19,255,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Prudential Financial Inc. | 0.72% | Reduce -14.1% | 16,111,223 | $557.0M |
| Envestnet Asset Management Inc. | 0.09% | Add +24.4% | 9,247,357 | $319.7M |
| Bank of America Corp. | 0.02% | Add +7.8% | 7,553,795 | $261.1M |
| &partners | 1.92% | Add +27.5% | 7,206,897 | $249.9M |
| SYM FINANCIAL Corp | 25.59% | Reduce -0.8% | 6,614,559 | $228.7M |
| Coldstream Capital Management Inc. | 3.27% | New | 5,786,637 | $200.0M |
| Northern Trust Corp. | 0.03% | Add +14.3% | 5,602,640 | $193.7M |
| Royal Bank of Canada | 0.03% | Add +19.3% | 4,656,292 | $161.0M |
| Moisand Fitzgerald Tamayo, LLC | 15.59% | Reduce -2.4% | 3,565,796 | $123.3M |
| Corient Private Wealth LP | 0.16% | Reduce -7.6% | 3,517,346 | $121.5M |
| UBS Group AG | 0.02% | Add +2.1% | 3,311,392 | $114.5M |
| Mariner, LLC | 0.16% | Add +11.2% | 3,199,194 | $110.6M |
| Pure Financial Advisors, LLC | 1.77% | Add +0.0% | 2,905,237 | $100.4M |
| Root Financial Partners, LLC | 9.37% | Reduce -15.1% | 2,804,100 | $96.9M |
| Clearstead Advisors, LLC | 1.26% | Reduce -0.3% | 2,596,840 | $89.8M |
| OneDigital Investment Advisors LLC | 0.99% | Add +2.4% | 2,585,003 | $89.4M |
| Sequoia Financial Advisors, LLC | 0.55% | Add +26.8% | 2,335,453 | $80.7M |
| HighTower Advisors, LLC | 0.10% | Add +3.2% | 2,303,959 | $79.6M |
| Evoke Wealth, LLC | 1.84% | Add +12.8% | 2,272,514 | $78.6M |
| Wealthspire Advisors, LLC | 0.42% | Reduce -2.5% | 2,182,737 | $75.5M |
| Marquette Asset Management, LLC | 12.46% | Add +0.7% | 2,150,621 | $74.3M |
| LPL Financial LLC | 0.02% | Add +54.5% | 2,130,770 | $73.7M |
| Focus Partners Wealth | 0.16% | Add +15.2% | 2,115,999 | $73.2M |
| LVZ, Inc. | 8.53% | Reduce -0.3% | 2,056,796 | $71.1M |
| Focus Partners Advisor Solutions, LLC | 0.90% | Add +55.3% | 1,947,191 | $67.3M |
| First National Bank of Omaha | 4.11% | Add +2.1% | 1,834,069 | $63.4M |
| Maseco LLP | 2.36% | — | 1,799,682 | $62.2M |
| Zhang Financial LLC | 2.77% | Add +4.6% | 1,736,995 | $60.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +9.4% | 1,711,164 | $59.4M |
| RAM Investment Partners, LLC | 12.29% | Add +3.6% | 1,694,354 | $58.6M |
| WNY Asset Management, LLC | 6.42% | Add +3.2% | 1,686,309 | $58.3M |
| Financial Management Professionals, Inc. | 6.36% | Add +0.1% | 1,636,336 | $56.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.1% | 1,565,424 | $54.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +281.3% | 1,560,622 | $54.0M |
| RVW Wealth, LLC | 4.35% | Reduce -2.4% | 1,481,884 | $51.2M |
| Hemington Wealth Management | 7.38% | Add +3.7% | 1,474,459 | $51.0M |
| Apollon Wealth Management, LLC | 0.97% | Reduce -6.4% | 1,415,073 | $48.9M |
| Bedel Financial Consulting, Inc. | 6.63% | Add +2.0% | 1,404,967 | $48.6M |
| McIlrath & Eck, LLC | 5.31% | Add +1.1% | 1,346,720 | $46.6M |
| Brighton Jones LLC | 1.18% | Add +5.8% | 1,260,981 | $43.6M |
| Wealth Dimensions Group, Ltd. | 9.44% | Add +2.4% | 1,238,601 | $42.8M |
| Willow Creek Wealth Management Inc. | 3.75% | Add +7.9% | 1,206,131 | $41.7M |
| First National Advisers, LLC | 6.10% | Add +3.4% | 1,204,753 | $41.6M |
| Aquire Wealth Advisors, LLC | 11.14% | Reduce -10.9% | 1,199,388 | $41.5M |
| EP Wealth Advisors, LLC | 0.26% | Reduce -2.2% | 1,153,664 | $39.9M |
| Pioneer Wealth Management Group | 14.63% | Add +3.3% | 1,141,667 | $39.5M |
| Citadel Advisors | 0.03% | Add +4361.1% | 1,141,097 | $39.4M |
| SouthState Bank Corp | 1.71% | Reduce -26.7% | 1,133,451 | $39.2M |
| Bridgewater Advisors Inc. | 2.82% | Add +9.9% | 1,070,205 | $37.1M |
| One Capital Management, LLC | 1.26% | Add +53.5% | 1,049,873 | $36.3M |
| Arista Wealth Management, LLC | 5.01% | Add +3.4% | 1,047,859 | $36.2M |
| Mather Group, Llc. | 0.38% | Add +2.4% | 1,040,919 | $36.0M |
| Private Advisor Group, LLC | 0.19% | Add +10.2% | 1,040,802 | $36.0M |
| Spinnaker Investment Group, LLC | 8.40% | Reduce -9.7% | 1,034,761 | $35.8M |
| JFS Wealth Advisors, LLC | 2.22% | Reduce -2.5% | 1,008,980 | $34.9M |
| MAI Capital Management | 0.24% | Add +7.9% | 987,085 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.9% | 965,265 | $33.4M |
| Mission Wealth Management, LP | 0.70% | Add +3.4% | 930,798 | $32.2M |
| Chico Wealth RIA | 24.70% | Reduce -2.3% | 903,255 | $31.2M |
| LRI Investments, LLC | 2.65% | Add +1.0% | 902,412 | $31.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.1% | 874,646 | $30.2M |
| Sax Wealth Advisors, LLC | 1.81% | Add +5.3% | 868,937 | $30.0M |
| Betterment LLC | 0.06% | Reduce -29.3% | 864,568 | $29.9M |
| Annandale Capital, LLC | 5.34% | Add +5.7% | 837,214 | $28.9M |
| Perigon Wealth Management, LLC | 0.68% | Add +8.3% | 836,497 | $28.9M |
| SC&H Financial Advisors, Inc. | 4.83% | Add +7.6% | 817,655 | $28.3M |
| MML Investors Services, LLC | 0.08% | Add +11.2% | 816,647 | $28.2M |
| Pallas Capital Advisors LLC | 1.05% | Add +33.1% | 798,187 | $27.6M |
| Jane Street Group, LLC | 0.04% | Add +229.7% | 779,602 | $27.0M |
| Aptus Capital Advisors, LLC | 0.27% | Reduce -1.5% | 776,956 | $26.9M |
| Austin Wealth Management, LLC | 4.64% | Add +60.8% | 764,599 | $26.1M |
| Monument Group Wealth Advisors, LLC | 16.26% | Add +4.2% | 746,904 | $25.8M |
| Physician Wealth Advisors, Inc. | 4.04% | Reduce -0.4% | 744,985 | $25.8M |
| NewEdge Advisors, LLC | 0.13% | Add +60.4% | 744,209 | $25.7M |
| AE Wealth Management LLC | 0.19% | Add +14.1% | 740,189 | $25.6M |
| PBMares Wealth Management LLC | 4.61% | Reduce -4.6% | 729,178 | $25.2M |
| Allworth Financial LP | 0.12% | Add +1.9% | 729,088 | $25.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.02% | Reduce -1.0% | 725,426 | $25.1M |
| DecisionPoint Financial, LLC | 6.38% | Add +11.0% | 723,558 | $25.0M |
| Kestra Investment Management, LLC | 0.75% | Add +35.5% | 713,729 | $24.7M |
| Stonehearth Capital Management, LLC | 10.03% | Add +3.0% | 700,613 | $24.2M |
| Valued Wealth Advisors LLC | 12.48% | Reduce -0.4% | 692,096 | $23.9M |
| Brogan Financial, Inc. | 10.33% | Add +5.2% | 668,833 | $23.1M |
| Creative Planning | 0.02% | Reduce -1.8% | 668,755 | $23.1M |
| Pathstone Holdings, LLC | 0.09% | Add +10.2% | 667,493 | $23.1M |
| Stadion Money Management, LLC | 1.88% | Reduce -8.0% | 661,677 | $22.9M |
| Kure Advisory, LLC | 15.07% | Add +5.4% | 657,791 | $22.7M |
| Fiduciary Financial Group, LLC | 4.02% | Add +4.4% | 643,467 | $22.2M |
| Dynamic Advisor Solutions LLC | 0.67% | Add +1.0% | 631,000 | $21.8M |
| Awm Capital, LLC | 2.28% | Add +10.5% | 626,314 | $21.7M |
| Cetera Investment Advisers | 0.04% | Add +43.1% | 622,530 | $21.5M |
| Curated Wealth Partners LLC | 2.49% | Add +4.8% | 615,379 | $21.3M |
| Berger Financial Group, Inc | 1.37% | Add +3.5% | 612,156 | $21.2M |
| Advisory Alpha, LLC | 0.66% | Add +6.2% | 610,675 | $21.1M |
| Plancorp, LLC | 0.72% | Add +20.4% | 598,397 | $20.7M |
| BWM Planning, LLC | 7.08% | Add +1.2% | 594,295 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +18.3% | 592,891 | $20.5M |
| World Investment Advisors | 0.46% | Add +5.9% | 589,605 | $20.4M |
| Captrust Financial Advisors | 0.04% | Reduce -0.4% | 582,376 | $20.1M |
| TCP Asset Management, LLC | 3.96% | Add +0.8% | 577,384 | $20.0M |
| Legacy Financial Group, Inc. | 5.85% | Reduce -1.5% | 572,434 | $19.8M |
| Spectrum Investment Advisors, Inc. | 11.04% | Add +1.5% | 550,740 | $19.0M |
| Evanson Asset Management, LLC | 1.17% | Add +2.4% | 545,429 | $18.9M |
| Cerity Partners LLC | 0.03% | Add +17.4% | 544,600 | $18.8M |
| Chicago Partners Investment Group LLC | 0.54% | Add +4.5% | 529,986 | $18.8M |
| Essential Planning, LLC. | 6.88% | Add +1.6% | 534,800 | $18.5M |
| Diversify Wealth Management, LLC | 1.12% | Reduce -8.7% | 513,154 | $18.2M |
| Consilium Wealth Advisory, LLC | 7.67% | Add +2.3% | 525,893 | $18.2M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -43.9% | 498,592 | $17.2M |
| Forum Private Client Group LLC | 6.54% | Add +8.2% | 491,125 | $17.0M |
| Larson Financial Group LLC | 0.68% | Reduce -13.1% | 487,771 | $16.9M |
| Fonville Wealth Management LLC | 4.25% | Add +11.2% | 486,049 | $16.8M |
| Asset Planning Corporation | 8.79% | Add +13.6% | 477,625 | $16.5M |
| Builder Investment Group Inc. | 4.03% | Add +3.0% | 471,334 | $16.3M |
| Financial Alternatives, Inc | 10.60% | Add +2.8% | 471,229 | $16.3M |
| Next Level Wealth Planning, LLC | 10.39% | Add +18.1% | 469,295 | $16.2M |
| Quantum Financial Advisors, LLC | 2.17% | Reduce -18.2% | 463,633 | $16.0M |
| Wealthquest Corp | 1.26% | Add +4.3% | 461,104 | $15.9M |
| Allodium Investment Consultants, LLC | 10.07% | Add +13.5% | 460,161 | $15.9M |
| Prudent Man Investment Management, Inc. | 8.44% | Reduce -0.2% | 520,351 | $15.2M |
| Diversified Portfolios, Inc. | 1.41% | Add +10.6% | 426,841 | $14.8M |
| Allegiance Financial Group Advisory Services LLC | 3.90% | Add +8.0% | 426,249 | $14.7M |
| Advantage Trust Co | 7.19% | Add +1.1% | 422,124 | $14.6M |
| AlTi Global, Inc. | 0.37% | Add +351.6% | 421,786 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +35.6% | 419,885 | $14.5M |
| Oak Wealth Advisors LLC | 8.92% | Add +5.8% | 402,204 | $13.9M |
| Everhart Financial Group, Inc. | 1.60% | Add +159.3% | 400,996 | $13.9M |
| Colorado Capital Management, Inc. | 5.87% | Add +3.2% | 396,237 | $13.7M |
| Modera Wealth Management, LLC | 0.17% | Reduce -1.3% | 395,381 | $13.7M |
| Envision Financial Planning, LLC | 6.39% | Reduce -1.1% | 395,088 | $13.7M |
| Pinnacle Associates Ltd. | 0.20% | Add +1.4% | 392,029 | $13.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.12% | Add +1.4% | 391,729 | $13.5M |
| CPA Asset Management Group, LLC | 5.68% | Add +0.7% | 391,108 | $13.5M |
| Liberty Wealth Management LLC | 2.12% | Add +13.4% | 390,964 | $13.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -50.4% | 387,591 | $13.4M |
| Midwest Heritage Bank, FSB | 4.98% | Reduce -0.0% | 383,209 | $13.2M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 382,830 | $13.2M |
| Heritage Wealth Management, Inc./Texas | 6.57% | Add +6.6% | 381,943 | $13.2M |
| Vermillion & White Wealth Management Group, LLC | 8.54% | Add +21.8% | 380,122 | $13.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.98% | Reduce -0.9% | 378,137 | $13.1M |
| Charter Capital Management, LLC\DE | 7.45% | — | 366,815 | $12.7M |
| Archvest Wealth Advisors, Inc. | 10.99% | Add +5.4% | 364,698 | $12.6M |
| tru Independence LLC | 3.62% | Add +0.8% | 362,105 | $12.5M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +1.4% | 357,062 | $12.3M |
| Graver Capital Management, LLC | 10.87% | Add +7.1% | 355,595 | $12.3M |
| Sterling Wealth Advisors Inc | 8.43% | Reduce -4.0% | 345,203 | $11.9M |
| Guardian Wealth Advisors, LLC / NC | 0.84% | Add +2.4% | 344,388 | $11.9M |
| Mendota Financial Group, LLC | 11.08% | Add +4.2% | 338,922 | $11.7M |
| Note Advisors, LLC | 8.06% | Add +19.4% | 336,987 | $11.6M |
| D.A. Davidson & Co. | 0.08% | Add +48.6% | 335,149 | $11.6M |
| Arcadia Wealth Management, Inc. | 7.89% | Add +6.4% | 335,019 | $11.6M |
| Morling Financial Advisors, LLC | 3.79% | Reduce -3.7% | 334,151 | $11.6M |
| Equitable Holdings, Inc. | 0.09% | Add +15.0% | 317,103 | $11.0M |
| Curio Wealth, LLC | 4.74% | Add +138489.4% | 313,212 | $10.8M |
| Fermata Advisors, LLC | 2.88% | Add +14.1% | 312,190 | $10.8M |
| Bannerman Wealth Management Group, LLC | 8.26% | Reduce -2.0% | 311,427 | $10.8M |
| Avior Wealth Management, LLC | 0.36% | Add +33.0% | 303,385 | $10.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +467.0% | 301,872 | $10.4M |
| CVA Family Office, LLC | 1.46% | Add +3.4% | 300,779 | $10.4M |
| Ledgewood Wealth Advisors, LLC | 6.44% | Reduce -4.6% | 295,859 | $10.2M |
| Jacobi Capital Management LLC | 0.65% | Add +37.1% | 284,280 | $9.8M |
| Fort Henry Capital, LLC | 6.57% | Add +1.6% | 282,828 | $9.8M |
| Private Wealth Management Group, LLC | 3.25% | Add +18.9% | 282,811 | $9.8M |
| Vermillion Wealth Management, Inc. | 4.64% | Add +15.8% | 281,124 | $9.7M |
| Truist Financial Corp. | 0.01% | Add +34.2% | 280,032 | $9.7M |
| Two West Capital Advisors LLC | 6.33% | Reduce -13.3% | 274,510 | $9.7M |
| Okabena Investment Services Inc. | 2.13% | No change | 277,807 | $9.6M |
| Tortoise Investment Management, LLC | 0.91% | Add +5.4% | 277,128 | $9.6M |
| Pure Portfolios Holdings LLC | 3.24% | Add +2.8% | 276,843 | $9.6M |
| Integrated Wealth Concepts LLC | 0.09% | Add +0.6% | 270,194 | $9.3M |
| Claris Advisors, LLC / Mo / | 3.20% | Add +140.8% | 266,420 | $9.2M |
| GEM Asset Management, LLC | 4.72% | Add +4.0% | 268,351 | $9.2M |
| Shira Ridge Wealth Management | 4.20% | Reduce -1.1% | 266,013 | $9.2M |
| Sutton Place Investors LLC | 5.49% | Add +3.2% | 263,777 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +900.2% | 263,613 | $9.1M |
| American Capital Advisory, LLC | 4.51% | Reduce -4.3% | 261,001 | $9.0M |
| B&D White Capital Company, LLC | 1.37% | Reduce -22.4% | 260,145 | $9.0M |
| Binnacle Investments Inc | 5.79% | Add +1.4% | 257,318 | $8.9M |
| First National Corp. /Ma/ | 1.79% | Reduce -7.5% | 256,988 | $8.9M |
| Northwest Wealth Management, LLC | 1.59% | Reduce -0.0% | 254,760 | $8.8M |
| Aegis Wealth Management LLC | 5.22% | No change | 279,019 | $8.7M |
| Parkshore Wealth Management, Inc. | 4.25% | Reduce -21.2% | 251,675 | $8.7M |
| FinDec Wealth Services, Inc. | 8.84% | Reduce -11.9% | 244,461 | $8.5M |
| SIMA Wealth Partners, LLC | 6.77% | Reduce -7.7% | 242,531 | $8.4M |
| Plan Group Financial, LLC | 2.74% | Reduce -29.0% | 240,852 | $8.3M |
| Forza Wealth Management, LLC | 3.32% | Add +2.4% | 234,109 | $8.1M |
| D.B. Root & Company, LLC | 2.36% | Add +3.5% | 231,606 | $8.0M |
| Security Financial Services, INC. | 1.40% | Add +0.4% | 228,821 | $7.9M |
| Aspen Wealth Management LLC | 1.95% | Add +14.2% | 227,430 | $7.9M |
| GeoWealth Management, LLC | 0.30% | Reduce -1.1% | 226,024 | $7.8M |
| Evermay Wealth Management LLC | 0.95% | Add +108.1% | 223,625 | $7.7M |
| Bay Harbor Wealth Management, LLC | 2.23% | Add +8.7% | 222,671 | $7.7M |
| Hurlow Wealth Management Group, Inc. | 2.17% | Reduce -1.8% | 221,749 | $7.7M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -2.3% | 218,654 | $7.6M |
| ArborFi Advisors, LLC | 6.60% | Reduce -7.4% | 216,769 | $7.5M |
| Beckerman Institutional, LLC | 4.95% | Add +15.5% | 215,468 | $7.4M |
| Glass Jacobson Investment Advisors llc | 2.81% | Add +6.3% | 211,329 | $7.3M |
| Maryland Capital Advisors Inc. | 2.86% | Add +12.2% | 211,310 | $7.3M |
| Andrews, Lucia Wealth Management LLC | 4.70% | Add +4.7% | 209,163 | $7.2M |
| Hutchinson Capital Management | 1.29% | Add +12.0% | 205,029 | $7.1M |
| Arkadios Wealth Advisors | 0.21% | Add +2.6% | 203,679 | $7.0M |
| Edge Financial Advisors LLC | 3.67% | Add +21.0% | 201,755 | $7.0M |
| Planwiser Financial, LLC | 5.80% | Add +115.5% | 196,158 | $6.8M |
| Clarity Capital Advisors, LLC | 3.92% | Add +1.7% | 194,360 | $6.7M |
| Syverson Strege & Co | 1.58% | Reduce -2.1% | 193,419 | $6.7M |
| Arax Advisory Partners | 0.31% | Add +1.6% | 192,464 | $6.7M |
| 1900 Wealth Management LLC | 0.50% | Reduce -8.6% | 191,500 | $6.6M |
| Waverly Advisors, LLC | 0.07% | Add +30.3% | 186,474 | $6.4M |
| Entrewealth, LLC | 4.38% | Add +34.0% | 183,297 | $6.3M |
| Bank of Montreal | 0.00% | Add +2.3% | 182,616 | $6.3M |
| Baker Boyer National Bank | 2.18% | Reduce -1.6% | 182,578 | $6.3M |
| Baring Financial LLC | 4.67% | Add +3.2% | 180,771 | $6.2M |
| Colony Family Offices, LLC | 1.59% | Add +46.1% | 178,267 | $6.2M |
| R. W. Roge & Company, Inc. | 3.49% | Add +132.8% | 177,882 | $6.1M |
| Main Street Financial Solutions, LLC | 0.44% | Add +6.6% | 177,409 | $6.1M |
| Florida Trust Wealth Management Co | 0.19% | Add +22.1% | 177,394 | $6.1M |
| Premier Path Wealth Partners, LLC | 0.85% | Reduce -1.1% | 176,637 | $6.1M |
| Wealthspan Partners, LLC | 2.49% | Add +5.7% | 173,844 | $6.0M |
| Prodigy Asset Management LLC | 3.90% | Add +9.0% | 172,357 | $6.0M |
| TCI Wealth Advisors, Inc. | 0.40% | Reduce -3.0% | 169,575 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -1.0% | 168,420 | $5.8M |
| RFG Advisory, LLC | 0.13% | Reduce -1.5% | 165,150 | $5.7M |
| Apella Capital, LLC | 0.15% | Reduce -0.3% | 165,783 | $5.7M |
| 180 Wealth Advisors, LLC | 0.78% | Add +14.3% | 161,981 | $5.6M |
| Valley National Advisers Inc. | 0.90% | Add +23.3% | 160,200 | $5.5M |
| Ancora Advisors LLC | 0.11% | Add +3.2% | 159,451 | $5.5M |
| Sentinel Wealth Management, Inc. | 5.15% | — | 158,541 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 157,050 | $5.4M |
| SpringVest Wealth Management LLC | 4.32% | Add +13.0% | 154,427 | $5.3M |
| Werba Rubin Papier Wealth Management | 1.00% | Add +10.7% | 153,811 | $5.3M |
| CFS Investment Advisory Services, LLC | 0.43% | Add +7.1% | 153,184 | $5.3M |
| FMB Wealth Management | 2.52% | Reduce -0.1% | 152,915 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.61% | Reduce -0.1% | 152,590 | $5.3M |
| Market Street Wealth Management Advisors LLC | 0.84% | Add +3.0% | 149,660 | $5.2M |
| Dodds Wealth, LLC | 1.38% | Reduce -3.6% | 148,834 | $5.1M |
| Merit Financial Group, LLC | 0.06% | Reduce -8.1% | 148,782 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +62.5% | 148,687 | $5.1M |
| Cordgrass Capital Advisors, LLC | 1.39% | Add +3.9% | 148,671 | $5.1M |
| AdvisorNet Financial, Inc | 0.33% | Reduce -1.1% | 146,951 | $5.1M |
| Cowa, LLC | 1.92% | Reduce -28.9% | 145,757 | $5.0M |
| Mustard Seed Financial, LLC | 3.53% | Add +11.1% | 141,602 | $4.9M |
| HB Wealth Management, LLC | 0.04% | Add +206.7% | 141,227 | $4.9M |
| Lynx Investment Advisory | 3.18% | Add +1.7% | 140,863 | $4.9M |
| Keb Asset Management, LLC | 1.21% | Add +14.4% | 140,648 | $4.9M |
| Jackson Thornton Wealth Management, LLC | 0.55% | Add +3.3% | 140,016 | $4.8M |
| United Advisor Group, LLC | 0.82% | Reduce -14.3% | 136,402 | $4.7M |
| Oceanside Advisors LLC | 3.15% | Reduce -0.7% | 136,275 | $4.7M |
| Quad-Cities Investment Group, LLC | 2.10% | Reduce -1.0% | 133,472 | $4.6M |
| RBF Capital, LLC | 0.22% | Reduce -16.1% | 130,000 | $4.5M |
| North Capital, Inc. | 3.82% | Add +5.4% | 128,027 | $4.4M |
| Well Done, LLC | 0.82% | Add +1031.8% | 126,672 | $4.4M |
| First Financial Group Corp | 4.26% | Add +11.6% | 126,170 | $4.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +24.4% | 125,360 | $4.3M |
| ERn Financial, LLC | 0.89% | Reduce -9.2% | 121,562 | $4.2M |
| My Personal CFO, LLC | 1.91% | Add +80.5% | 121,421 | $4.2M |
| Robinson Smith Wealth Advisors LLC | 3.35% | Add +46.0% | 121,166 | $4.2M |
| Apollon Financial, LLC | 0.85% | Add +11.6% | 117,166 | $4.1M |
| Lionshead Wealth Management, LLC | 3.73% | Add +5.7% | 116,871 | $4.0M |
| Martin Worley Group | 1.97% | Add +1.2% | 116,478 | $4.0M |
| ARK & TLK Investments, LLC | 1.28% | Reduce -0.3% | 115,643 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.0% | 115,227 | $4.0M |
| Heritage Financial Services, LLC | 0.38% | Add +2.5% | 115,145 | $4.0M |
| JPL Wealth Management, LLC | 1.07% | Add +5.2% | 114,825 | $4.0M |
| SOL Capital Management CO | 0.38% | Reduce -6.5% | 114,421 | $4.0M |
| Tillman Hartley LLC | 1.11% | Reduce -0.8% | 113,291 | $3.9M |
| DBK Financial Counsel, LLC | 3.51% | Add +3.4% | 112,242 | $3.9M |
| Sollinda Capital Management LLC | 1.01% | Reduce -3.1% | 112,138 | $3.9M |
| Timonier Family Office, LTD. | 1.43% | Reduce -4.4% | 110,272 | $3.8M |
| Newman Dignan & Sheerar, Inc. | 0.86% | Add +12.2% | 108,003 | $3.7M |
| Weinberger Asset Management, Inc | 1.41% | Add +7.6% | 105,979 | $3.7M |
| Versant Capital Management, Inc | 0.55% | Reduce -2.5% | 104,583 | $3.6M |
| Pinnacle Financial Group, LLC / IL | 1.20% | Reduce -11.4% | 103,719 | $3.6M |
| Signature Resources Capital Management, LLC | 2.15% | Add +8.6% | 102,528 | $3.5M |
| Medallion Wealth Advisors, LLC | 1.37% | Reduce -16.1% | 102,393 | $3.5M |
| PFG Advisors | 0.16% | Add +6.9% | 100,109 | $3.5M |
| Coyle Financial Counsel LLC | 0.92% | Add +37.4% | 99,589 | $3.4M |
| Redwood Park Advisors LLC | 2.59% | Add +9.2% | 97,762 | $3.4M |
| LaSalle St. Investment Advisors, LLC | 0.91% | Add +6.4% | 95,713 | $3.3M |
| Waterfront Wealth Inc. | 0.74% | Add +10.9% | 95,025 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +1.6% | 94,586 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | New | 93,466 | $3.2M |
| Vantage Point Financial LLC | 1.41% | Reduce -3.6% | 92,843 | $3.2M |
| Trinity Financial Advisors LLC | 0.98% | New | 92,117 | $3.2M |
| Cardiff Park Advisors, LLC | 0.27% | Add +14.4% | 90,906 | $3.1M |
| Sterling Financial Group, Inc. | 1.05% | Reduce -4.3% | 90,873 | $3.1M |
| Optima Capital LLC | 1.68% | Add +6.1% | 90,190 | $3.1M |
| Axis Wealth Partners, LLC | 2.00% | Add +0.7% | 87,907 | $3.0M |
| CLG LLC | 0.94% | Add +1.4% | 86,823 | $3.0M |
| CGN Advisors LLC | 0.27% | Reduce -9.3% | 85,928 | $3.0M |
| Brown Advisory Inc. | 0.00% | Add +87.4% | 83,776 | $2.9M |
| Alkeme Wealth, LLC | 1.28% | Add +7.3% | 83,447 | $2.9M |
| Vestor Capital, LLC | 0.21% | Add +613.0% | 48,400 | $2.9M |
| Live Oak Private Wealth LLC | 0.42% | Add +134.0% | 82,389 | $2.8M |
| Shearwater Capital LLC | 1.79% | Reduce -0.4% | 82,281 | $2.8M |
| Strategic Investment Solutions, Inc. | 0.86% | Reduce -32.0% | 82,030 | $2.8M |
| Mutual Advisors, LLC | 0.07% | Add +3.6% | 80,573 | $2.8M |
| First National Bank Sioux Falls | 1.03% | Add +15.1% | 81,269 | $2.8M |
| Capstone Wealth Management, LLC | 2.45% | Add +54.7% | 80,979 | $2.8M |
| Grunden Financial Advisory, Inc. | 1.23% | New | 80,668 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -2.3% | 80,641 | $2.8M |
| Financial Symmetry Inc | 1.44% | Add +18.8% | 80,602 | $2.8M |
| Altiora Financial Group, LLC | 0.54% | Add +50.0% | 80,399 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.9% | 77,874 | $2.7M |
| Quarry Hill Advisors, LLC | 1.52% | Reduce -0.8% | 75,565 | $2.6M |
| Saxony Capital Management, LLC | 1.99% | Add +17.6% | 75,170 | $2.6M |
| Factor Wealth Management LTD | 0.69% | Reduce -4.7% | 72,731 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.15% | Add +285.3% | 72,394 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +277.3% | 72,249 | $2.5M |
| Red Lighthouse Investment Management, LLC | 0.95% | Add +2.3% | 71,913 | $2.5M |
| Daner Wealth Management, LLC | 1.70% | — | 69,662 | $2.5M |
| DHJJ Financial Advisors, Ltd. | 0.88% | Add +19.5% | 70,373 | $2.4M |
| SwitchPoint Financial Planning, LLC | 1.98% | Add +79.0% | 70,004 | $2.4M |
| Lodestone Wealth Management LLC | 1.17% | Add +0.9% | 69,436 | $2.4M |
| Integrity Wealth Solutions LLC | 1.17% | Add +12.2% | 69,354 | $2.4M |
| StoneX Group Inc. | 0.12% | Add +3.7% | 68,795 | $2.4M |
| Pacific Asset Management, LLC | 1.90% | Reduce -4.7% | 68,492 | $2.4M |
| Redmont Wealth Advisors LLC | 3.41% | Add +14.8% | 67,157 | $2.3M |
| American Investment Services, Inc. | 0.59% | Reduce -2.9% | 66,549 | $2.3M |
| Firethorn Wealth Partners, LLC | 0.99% | Add +9.1% | 66,063 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.22% | Reduce -2.8% | 65,710 | $2.3M |
| HFG Wealth Management, LLC | 1.36% | Add +2.6% | 71,303 | $2.2M |
| Lauterbach Financial Advisors, LLC | 1.22% | Add +24.2% | 64,350 | $2.2M |
| Semitam Bonam LLC | 2.08% | — | 64,016 | $2.2M |
| Burton Enright Welch | 0.38% | Add +8.1% | 63,904 | $2.2M |
| Harbor Asset Planning, Inc. | 2.10% | — | 63,582 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 63,425 | $2.2M |
| City State Bank | 0.69% | Add +37.3% | 63,317 | $2.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +50.4% | 62,981 | $2.2M |
| Level Wealth Management LLC | 1.26% | Add +0.3% | 62,853 | $2.2M |
| Magnolia Private Wealth, LLC | 1.63% | Add +3.8% | 61,009 | $2.1M |
| Poinciana Advisors Group, LLC | 1.90% | Add +3.2% | 60,828 | $2.1M |
| Rather & Kittrell, Inc. | 0.41% | Reduce -7.2% | 60,525 | $2.1M |
| Cloud Capital Management, LLC | 1.29% | Add +124.1% | 59,969 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | New | 59,700 | $2.1M |
| Vestment Financial LLC | 1.31% | Reduce -5.8% | 59,649 | $2.1M |
| Eaton-Cambridge Inc. | 0.76% | Reduce -0.1% | 58,558 | $2.0M |
| Investmark Advisory Group LLC | 0.90% | Reduce -0.7% | 55,390 | $1.9M |
| Melfa Wealth Management, Inc. | 1.20% | Add +22.1% | 55,056 | $1.9M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -1.5% | 54,023 | $1.9M |
| Life Planning Partners, Inc | 1.47% | Add +8.3% | 53,407 | $1.8M |
| Heritage Wealth Management, Inc. | 1.39% | Add +2.5% | 53,049 | $1.8M |
| Wealth Advisors Northwest LLC | 0.96% | Reduce -1.3% | 52,483 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.45% | — | 51,912 | $1.8M |
| Arcadia Wealth Management, LLC | 0.78% | Add +1.1% | 51,385 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | No change | 50,325 | $1.7M |
| AQR Capital Management | 0.00% | Add +1.4% | 49,785 | $1.7M |
| Invst, LLC | 0.21% | Add +22.0% | 49,338 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -34.1% | 48,668 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -60.5% | 48,275 | $1.7M |
| Cypress Point Wealth Management, LLC | 0.41% | Reduce -4.3% | 48,129 | $1.7M |
| CarsonAllaria Wealth Management, Ltd. | 0.89% | Add +0.1% | 47,996 | $1.7M |
| Integrated Advisors Network LLC | 0.07% | Add +4.5% | 47,490 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.49% | Add +10.4% | 47,280 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.9% | 45,403 | $1.6M |
| Leading Edge Financial Planning LLC | 0.43% | Reduce -0.2% | 45,224 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +41.9% | 44,689 | $1.5M |
| Elevate Wealth Advisory, Inc. | 1.06% | Add +26.6% | 43,269 | $1.5M |
| Concord Asset Management, LLC | 0.22% | New | 43,195 | $1.5M |
| Concord Wealth Partners | 0.22% | Add +182.4% | 43,195 | $1.5M |
| IFG Advisory, LLC | 0.07% | Add +26.6% | 42,933 | $1.5M |
| GWN Securities Inc. | 0.27% | Reduce -9.0% | 42,094 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -1.9% | 41,736 | $1.4M |
| David Wealth Management LLC | 1.07% | Reduce -3.1% | 41,685 | $1.4M |
| Heritage Investment Group, Inc. | 0.25% | Add +63.4% | 41,445 | $1.4M |
| Meritas Wealth Management, LLC | 0.76% | No change | 40,093 | $1.4M |
| Lam Group, Inc. | 0.93% | Reduce -2.4% | 40,080 | $1.4M |
| Infinity Wealth Counsel, LLC | 1.39% | Add +20.1% | 37,938 | $1.4M |
| Mgo One Seven LLC | 0.04% | Add +2.0% | 39,711 | $1.4M |
| Pettinga Financial Advisors LLC | 0.30% | Add +18.3% | 39,055 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +16.2% | 38,894 | $1.3M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -28.8% | 38,385 | $1.3M |
| Total Wealth Planning, LLC | 0.17% | Reduce -8.5% | 38,372 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.3% | 37,430 | $1.3M |
| Keel Point, LLC | 0.08% | Reduce -3.7% | 37,050 | $1.3M |
| G2 Capital Management, LLC / Oh | 0.36% | Add +6.9% | 37,018 | $1.3M |
| First PREMIER Bank | 0.31% | Add +71.4% | 36,615 | $1.3M |
| Breakwater Capital Group | 0.21% | Add +24.9% | 36,572 | $1.3M |
| Topsail Wealth Management, LLC | 0.23% | Add +1.3% | 36,572 | $1.3M |
| Abel Hall, LLC | 0.58% | Reduce -1.4% | 36,384 | $1.3M |
| Darden Wealth Group Inc | 0.76% | New | 36,270 | $1.3M |
| Forum Financial Management, LP | 0.02% | Reduce -1.8% | 36,209 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -18.7% | 36,152 | $1.2M |
| Compass Financial Group, INC | 0.20% | Add +53.3% | 35,752 | $1.2M |
| Longview Financial Advisors LLC | 0.77% | Reduce -1.3% | 35,721 | $1.2M |
| Global Financial Private Client, LLC | 0.46% | Add +5.5% | 35,487 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.45% | Reduce -1.2% | 35,272 | $1.2M |
| Ballentine Capital Advisors, Inc | 0.58% | No change | 35,126 | $1.2M |
| Stone Summit Wealth LLC | 0.37% | Add +11.1% | 34,876 | $1.2M |
| Sei Investments Co. | 0.00% | New | 34,853 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 34,782 | $1.2M |
| Cascade Wealth Advisors, Inc | 0.67% | Add +118.4% | 33,598 | $1.2M |
| Monograph Wealth Advisors, LLC | 0.14% | Add +282.4% | 33,955 | $1.2M |
| Vestia Personal Wealth Advisors | 0.79% | Add +13.5% | 33,390 | $1.2M |
| Shore Point Advisors, LLC | 0.55% | Add +0.1% | 33,257 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +9.2% | 32,443 | $1.1M |
| Second Half Financial Partners, LLC | 0.52% | Reduce -1.7% | 32,010 | $1.1M |
| Spire Wealth Management | 0.04% | Add +20.7% | 31,046 | $1.1M |
| XY Planning Network, Inc. | 0.36% | Add +46.0% | 30,725 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.24% | New | 30,715 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.39% | Add +46.3% | 30,600 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +15.7% | 30,590 | $1.1M |
| Scratch Capital LLC | 0.86% | Reduce -19.1% | 30,584 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -36.3% | 30,580 | $1.1M |
| Pillar Financial Advisors, LLC | 0.72% | Reduce -0.4% | 30,342 | $1.0M |
| Quadcap Wealth Management, LLC | 0.13% | Add +18.1% | 29,959 | $1.0M |
| Riverchase Wealth Management, LLC | 0.65% | Add +27.1% | 29,819 | $1.0M |
| Private Trust Co. NA | 0.10% | Reduce -3.2% | 29,488 | $1.0M |
| Passive Capital Management, LLC. | 0.31% | Add +76.1% | 28,921 | $999K |
| Graves Light Lenhart Wealth, Inc. | 0.12% | Add +3.4% | 28,433 | $983K |
| Strategent Financial, LLC | 0.75% | Add +15.2% | 27,660 | $956K |
| Tranquility Partners, LLC | 0.33% | Add +2.5% | 26,864 | $929K |
| Woodside Wealth Management LLC | 0.79% | Add +4.7% | 26,647 | $921K |
| Samalin Investment Counsel, LLC | 0.35% | Reduce -0.7% | 26,580 | $919K |
| FineMark National Bank & Trust | 0.03% | Add +158.9% | 26,284 | $909K |
| Balanced Rock Investment Advisors LLC | 0.70% | Add +31.9% | 25,892 | $895K |
| Barrett & Company, Inc. | 0.34% | Add +0.1% | 25,847 | $894K |
| Marshall Financial Group, LLC | 0.17% | Reduce -5.3% | 25,987 | $892K |
| Galvin, Gaustad & Stein, LLC | 0.08% | Add +17.1% | 25,640 | $886K |
| Squire Investment Management Company, LLC | 0.33% | Reduce -15.1% | 25,622 | $886K |
| Independent Financial Group, LLC | 0.02% | Reduce -6.0% | 25,459 | $880K |
| JDH Wealth Management, LLC | 0.67% | Add +74.5% | 25,368 | $877K |
| Eldridge Investment Advisors, Inc. | 0.18% | Add +8.4% | 25,147 | $869K |
| Sterling Wealth Management, Inc. | 0.30% | — | 25,057 | $866K |
| Bryant Woods Investment Advisors, LLC | 0.37% | Add +4.3% | 24,933 | $862K |
| Beverly Hills Private Wealth, LLC | 0.16% | Reduce -0.4% | 24,675 | $853K |
| Landmark Wealth Management, Inc. | 0.36% | Reduce -69.8% | 24,084 | $833K |
| Earned Wealth Advisors, LLC | 0.16% | Add +51.7% | 23,678 | $819K |
| Krilogy Financial LLC | 0.05% | Add +44.9% | 23,366 | $808K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.3% | 23,285 | $805K |
| VSM Wealth Advisory, LLC | 0.26% | Reduce -2.7% | 23,178 | $801K |
| WMG Financial Advisors, LLC | 0.29% | Reduce -5.8% | 22,617 | $782K |
| Kraft Asset Management, LLC | 0.73% | Add +110.9% | 22,589 | $781K |
| Asset Dedication, LLC | 0.06% | Add +469.8% | 22,536 | $779K |
| Seneschal Advisors, LLC | 0.61% | Add +18.3% | 22,223 | $768K |
| Tru Independence Asset Management 2, LLC | 0.53% | Reduce -37.0% | 22,203 | $768K |
| Tudor Investment Corporation | 0.01% | New | 22,094 | $764K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Add +3.1% | 22,056 | $762K |
| Porter White Investment Advisors, Inc. | 0.35% | Reduce -2.3% | 22,009 | $761K |
| Integrity Investment Advisors, LLC | 0.58% | Add +15.3% | 21,922 | $758K |
| Savvy Advisors, Inc. | 0.05% | Add +208.6% | 21,704 | $750K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -4.8% | 21,561 | $745K |
| Darrow Company, Inc. | 0.37% | No change | 21,406 | $740K |
| Stratos Investment Management, LLC | 0.03% | New | 21,199 | $733K |
| DiNuzzo Private Wealth, Inc. | 0.09% | Add +1.0% | 21,124 | $730K |
| Collective Family Office LLC | 0.18% | Reduce -0.9% | 20,824 | $720K |
| Kaufman Rossin Wealth, LLC | 0.45% | Reduce -3.3% | 20,698 | $716K |
| Cambridge Financial Group, LLC | 0.26% | Reduce -2.3% | 20,234 | $699K |
| Synovus Financial Corp. | 0.01% | Add +6.2% | 20,182 | $698K |
| BOS Asset Management, LLC | 0.22% | Add +24.2% | 19,855 | $686K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -1.1% | 19,833 | $686K |
| Roundview Capital LLC | 0.05% | Add +0.1% | 19,791 | $684K |
| Salem Investment Counselors Inc. | 0.02% | Add +3.5% | 19,099 | $660K |
| Francis Financial, Inc. | 0.15% | Reduce -17.1% | 18,901 | $653K |
| Raffa Wealth Management, LLC | 0.13% | Reduce -1.9% | 18,532 | $641K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +3.6% | 17,883 | $618K |
| JFG Wealth Management, LLC | 0.13% | No change | 17,854 | $617K |
| Foundation Wealth Management, LLC\PA | 0.26% | Reduce -0.6% | 17,547 | $607K |
| Faithward Advisors, LLC | 0.09% | Reduce -0.7% | 17,358 | $600K |
| Crescent Grove Advisors, LLC | 0.06% | Add +3.9% | 17,355 | $600K |
| Archer Investment Management, LLC | 0.43% | Reduce -29.8% | 17,297 | $598K |
| Tyche Wealth Partners LLC | 0.12% | New | 17,241 | $596K |
| Morris Financial Concepts, Inc. | 0.23% | Add +9.2% | 17,079 | $590K |
| RCS Financial Planning, LLC | 0.29% | Add +3.3% | 16,601 | $574K |
| Bordeaux Wealth Advisors LLC | 0.07% | No change | 16,571 | $573K |
| PCA Investment Advisory Services Inc. | 0.24% | Add +14.4% | 16,405 | $567K |
| Seed Wealth Management, Inc. | 0.42% | Add +6.1% | 16,390 | $567K |
| Sterneck Capital Management, LLC | 0.29% | New | 16,270 | $562K |
| Tassel Capital Management, Inc. | 0.43% | Reduce -5.6% | 16,189 | $560K |
| Gemmer Asset Management LLC | 0.05% | Add +0.6% | 16,176 | $559K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -2.6% | 16,071 | $556K |
| Park Avenue Securities LLC | 0.01% | Add +41.5% | 15,977 | $552K |
| Gradient Capital Advisors, LLC | 0.16% | No change | 15,883 | $549K |
| Studio Investment Management LLC | 0.11% | Add +3.5% | 15,413 | $533K |
| AssuredPartners Investment Advisors, LLC | 0.13% | Add +1.3% | 15,367 | $531K |
| Cary Street Partners Financial LLC | 0.01% | Add +12.3% | 15,212 | $526K |
| GTS Securities LLC | 0.02% | New | 15,123 | $523K |
| Stewardship Advisors, LLC | 0.13% | Reduce -1.2% | 14,980 | $518K |
| Silver Oak Securities, Incorporated | 0.04% | Add +2.6% | 14,038 | $485K |
| Montis Financial, LLC | 0.13% | Add +16.5% | 13,962 | $483K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -2.4% | 13,955 | $482K |
| Wealth Architects, LLC | 0.05% | Add +12.9% | 13,830 | $478K |
| Washington Trust Advisors, Inc. | 0.04% | Add +28.9% | 13,826 | $478K |
| Elevation Wealth Partners, LLC | 0.19% | Add +1.3% | 13,628 | $471K |
| Five Oceans Advisors | 0.20% | Reduce -4.4% | 13,485 | $466K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +92.7% | 13,377 | $462K |
| NewEdge Wealth, LLC | 0.01% | Add +67.8% | 13,121 | $459K |
| Benson Investment Management Company, Inc. | 0.17% | New | 13,164 | $455K |
| C M Bidwell & Associates Ltd. | 0.24% | No change | 13,163 | $455K |
| Emprise Bank | 0.22% | Reduce -1.6% | 13,138 | $454K |
| Cypress Wealth Services, LLC | 0.08% | Add +14.3% | 13,056 | $451K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 12,939 | $447K |
| Comerica Bank | 0.00% | Reduce -3.1% | 12,794 | $442K |
| Sensible Financial Planning & Management, LLC. | 0.08% | No change | 12,682 | $438K |
| SWF LLC | 0.05% | New | 12,640 | $437K |
| Trek Financial, LLC | 0.03% | Reduce -11.8% | 12,596 | $435K |
| Forthright Family Wealth Advisory LLC | 0.27% | Reduce -0.3% | 12,344 | $427K |
| Axxcess Wealth Management, LLC | 0.01% | Add +31.2% | 12,111 | $419K |
| Lakeridge Wealth Management LLC | 0.19% | Reduce -37.5% | 11,896 | $411K |
| Compound Planning, Inc. | 0.02% | Add +8.6% | 11,640 | $402K |
| M Holdings Securities, Inc. | 0.07% | New | 11,611 | $400K |
| Assetmark, Inc. | 0.00% | Reduce -33.3% | 11,520 | $398K |
| Narus Financial Partners, LLC | 0.12% | Add +2.7% | 11,504 | $398K |
| HMV Wealth Advisors, LLC | 0.26% | New | 11,495 | $397K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 11,414 | $395K |
| Optivise Advisory Services LLC | 0.20% | Add +23.9% | 11,379 | $393K |
| Triad Wealth Partners, LLC | 0.08% | New | 11,323 | $391K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 11,222 | $388K |
| Global Retirement Partners, LLC | 0.01% | — | 11,203 | $387K |
| Eastover Investment Advisors LLC | 0.17% | Add +0.1% | 11,084 | $383K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -37.5% | 11,000 | $380K |
| Sprinkle Financial Consultants LLC | 0.23% | Reduce -4.9% | 10,927 | $378K |
| Tilia Fiduciary Partners, Inc. | 0.23% | Add +67.1% | 10,831 | $374K |
| Transcend Capital Advisors, LLC | 0.03% | New | 10,734 | $371K |
| Core Wealth Management, Inc. | 0.13% | Reduce -0.5% | 10,679 | $369K |
| Burney Co./ | 0.01% | No change | 10,485 | $362K |
| Sittner & Nelson, LLC | 0.14% | Add +105.7% | 10,338 | $357K |
| Clear Investment Research, LLC | 0.45% | Reduce -0.3% | 10,249 | $354K |
| AlphaCore Capital LLC | 0.01% | No change | 10,115 | $350K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +6.9% | 9,987 | $346K |
| KM Capital Management Ltd. | 0.17% | Add +15.1% | 10,014 | $346K |
| Retirement Planning Group, LLC | 0.01% | New | 9,943 | $344K |
| Longview Financial Advisors, Inc. | 0.29% | Reduce -40.6% | 9,827 | $340K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.2% | 9,674 | $334K |
| Dixon Fnancial Services, Inc. | 0.17% | Add +13.2% | 9,627 | $333K |
| Lido Advisors, LLC | 0.00% | New | 9,424 | $326K |
| RS Crum Inc. | 0.08% | Add +0.8% | 9,369 | $324K |
| Principal Securities, Inc. | 0.01% | Reduce -74.0% | 9,301 | $322K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -36.2% | 9,268 | $320K |
| Renaissance Technologies | 0.00% | New | 9,200 | $318K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 9,030 | $312K |
| Atlas Legacy Advisors, LLC | 0.07% | New | 8,810 | $305K |
| K2 Financial Inc. | 0.27% | Add +2.0% | 8,897 | $304K |
| Balance Wealth Partners LLC | 0.17% | Reduce -36.9% | 8,553 | $296K |
| Beacon Financial Strategies CORP | 0.18% | Reduce -8.4% | 8,436 | $292K |
| Tiaa Trust, National Association | 0.00% | No change | 8,405 | $291K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 8,339 | $289K |
| Financial Harvest, LLC | 0.22% | New | 8,348 | $289K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.7% | 8,324 | $288K |
| Parkworth Wealth Management, Inc. | 0.21% | Reduce -35.1% | 8,301 | $287K |
| Tableaux LLC | 0.16% | Reduce -42.6% | 8,284 | $286K |
| Bayshore Asset Management, LLC | 0.13% | New | 8,241 | $285K |
| Satovsky Asset Management LLC | 0.06% | Add +1.3% | 8,233 | $285K |
| Warwick Investment Management, Inc. | 0.05% | Add +1.0% | 8,167 | $282K |
| Essex Financial Services, Inc. | 0.02% | No change | 8,128 | $281K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.7% | 8,111 | $280K |
| Bank of New York Mellon Corp | 0.00% | No change | 7,776 | $269K |
| Smithfield Trust Co | 0.01% | No change | 7,700 | $267K |
| Townsquare Capital LLC | 0.03% | Reduce -94.6% | 7,709 | $267K |
| Beacon Financial Advisory LLC | 0.07% | Add +7.3% | 7,705 | $266K |
| Frazier Financial Advisors, LLC | 0.19% | Add +14.6% | 7,626 | $264K |
| Williams & Novak, LLC | 0.22% | New | 7,559 | $261K |
| US Bancorp \de | 0.00% | No change | 7,500 | $259K |
| Ariadne Wealth Management, LP | 0.12% | Reduce -37.0% | 7,267 | $259K |
| Orcam Financial Group | 0.22% | No change | 7,262 | $251K |
| Capital Analysts, LLC | 0.01% | Add +125.5% | 7,251 | $251K |
| Disciplined Investors, L.L.C. | 0.20% | No change | 7,250 | $251K |
| Hartmann Taylor Wealth Management, LLC | 0.21% | No change | 7,205 | $249K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $249K |
| Hanover Advisors Inc. | 0.10% | Add +7.8% | 7,100 | $245K |
| Hill Investment Group Partners, LLC | 0.03% | Add +7.3% | 7,088 | $245K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 7,075 | $245K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.5% | 7,032 | $243K |
| L.K. Benson & Company, P.C. | 0.15% | Add +8.0% | 7,011 | $242K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +2.6% | 6,940 | $240K |
| Financial Advocates Investment Management | 0.02% | Add +1.2% | 8,065 | $237K |
| Freedom Financial Partners LLC | 0.10% | Add +0.4% | 6,848 | $237K |
| Meridian Wealth Management, LLC | 0.01% | New | 6,712 | $232K |
| Bay Capital Advisors, LLC | 0.18% | No change | 6,688 | $231K |
| Prospera Financial Services Inc | 0.00% | New | 6,645 | $230K |
| Wealthstream Advisors, Inc. | 0.04% | New | 6,286 | $217K |
| Perennial Investment Advisors, LLC | 0.02% | New | 6,261 | $216K |
| OMNI 360 Wealth, Inc. | 0.13% | New | 6,175 | $213K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 6,169 | $213K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,009 | $208K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 5,997 | $207K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,992 | $207K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,978 | $207K |
| Vertex Planning Partners, LLC | 0.04% | New | 5,813 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Add +543.8% | 5,614 | $194K |
| CoreCap Advisors, LLC | 0.01% | New | 5,500 | $190K |
| Global Trust Asset Management, LLC | 0.09% | Add +1022.2% | 5,050 | $175K |
| Cwm, LLC | 0.00% | Add +462.3% | 4,751 | $164K |
| Pinney & Scofield, Inc. | 0.10% | Add +1.2% | 4,474 | $155K |
| Fairscale Capital, LLC | 0.11% | Add +57.6% | 4,254 | $145K |
| Promus Capital, LLC | 0.09% | New | 4,156 | $144K |
| Parallel Advisors, LLC | 0.00% | Add +7.5% | 3,970 | $137K |
| Christopher J. Hasenberg, Inc | 0.05% | New | 3,908 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.8% | 3,652 | $126K |
| Kings Path Partners LLC | 0.05% | Add +1.9% | 3,519 | $122K |
| Nalls Sherbakoff Group, LLC | 0.08% | Reduce -1.5% | 3,324 | $115K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +132.0% | 3,169 | $110K |
| Wells Fargo & Company | 0.00% | Reduce -34.5% | 3,129 | $108K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.3% | 2,840 | $98K |
| Fort Vancouver Investment Management, LLC | 0.06% | Reduce -0.2% | 2,620 | $91K |
| Orion Capital Management LLC | 0.03% | Reduce -49.7% | 2,526 | $87K |
| Blue Trust, Inc. | 0.00% | Reduce -26.9% | 2,464 | $85K |
| Colonial Trust Co / SC | 0.01% | No change | 2,417 | $84K |
| Phillips Financial Management, LLC | 0.01% | Add +0.9% | 2,305 | $80K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -12.0% | 2,295 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,175 | $75K |
| CX Institutional | 0.00% | Reduce -97.9% | 2,050 | $71K |
| Fortitude Family Office, LLC | 0.02% | Add +949.1% | 1,815 | $63K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 1,818 | $62K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 1,759 | $61K |
| Rossby Financial, LCC | 0.02% | No change | 1,747 | $60K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.3% | 1,505 | $52K |
| Bellevue Asset Management, LLC | 0.02% | New | 1,337 | $46K |
| Bessemer Group Inc. | 0.00% | New | 1,339 | $46K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 1,120 | $39K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 921 | $32K |
| Hantz Financial Services, Inc. | 0.00% | New | 833 | $29K |
| Brooklyn Investment Group | 0.00% | New | 833 | $29K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 730 | $25K |
| Olistico Wealth, LLC | 0.01% | Add +0.3% | 699 | $24K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 662 | $23K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | New | 573 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -11.6% | 467 | $16K |
| Dunhill Financial, LLC | 0.00% | New | 430 | $15K |
| Anfield Capital Management, LLC | 0.00% | No change | 410 | $14K |
| National Bank of Canada | 0.00% | New | 393 | $14K |
| Financial Connections Group, Inc. | 0.01% | No change | 386 | $13K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.2% | 361 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $12K |
| Creative Capital Management Investments LLC | 0.00% | No change | 249 | $9K |
| PrairieView Partners, LLC | 0.00% | No change | 206 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -77.0% | 170 | $6K |
| Alpine Bank Wealth Management | 0.00% | New | 144 | $5K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 134 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 129 | $4K |
| Accredited Wealth Management, LLC | 0.00% | No change | 85 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -98.3% | 52 | $2K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 46 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $312 |
| FMR LLC | 0.00% | Reduce -88.6% | 9 | $311 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.