Dimensional InternationalDFAIETF
13F holders, Q3 2025 (September 30)659holders +22
38new positions
14sold out
2famous investors
$36.41avg. 13F price*
At the end of Q3 2025, 659 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 22 from Q2 2025. 38 opened new positions and 14 sold out. The largest holders were Prudential Financial Inc. ($585.6M), Coldstream Capital Management Inc. ($402.8M) and Envestnet Asset Management Inc. ($361.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $87.5M |
| Exits | 14 | $14.4M |
All 13F filers, Q2 2025 → Q3 2025: 30,222,379 shares bought and 6,173,275 shares sold, net +24,049,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Prudential Financial Inc. | 0.70% | No change | 16,111,223 | $585.6M |
| Coldstream Capital Management Inc. | 5.43% | Add +91.5% | 11,081,931 | $402.8M |
| Envestnet Asset Management Inc. | 0.10% | Add +7.6% | 9,951,060 | $361.7M |
| Bank of America Corp. | 0.02% | Add +8.3% | 8,178,938 | $297.3M |
| &partners | 1.87% | Add +11.7% | 8,048,126 | $292.4M |
| SYM FINANCIAL Corp | 26.04% | Add +1.2% | 6,696,421 | $243.4M |
| Arax Advisory Partners | 3.32% | Add +2963.6% | 5,896,228 | $231.1M |
| Northern Trust Corp. | 0.03% | Add +1.6% | 5,691,838 | $206.9M |
| Royal Bank of Canada | 0.03% | Add +3.7% | 4,827,044 | $175.5M |
| UBS Group AG | 0.03% | Add +17.2% | 3,881,689 | $141.1M |
| Root Financial Partners, LLC | 8.47% | Add +34.8% | 3,779,194 | $137.4M |
| Moisand Fitzgerald Tamayo, LLC | 15.39% | Add +0.8% | 3,593,322 | $130.6M |
| Mariner, LLC | 0.17% | Add +10.8% | 3,544,648 | $128.8M |
| Pure Financial Advisors, LLC | 1.73% | Add +2.6% | 2,980,742 | $108.3M |
| LPL Financial LLC | 0.03% | Add +39.0% | 2,960,779 | $107.6M |
| OneDigital Investment Advisors LLC | 0.99% | Add +3.0% | 2,663,857 | $96.8M |
| Clearstead Advisors, LLC | 1.39% | Add +1.3% | 2,629,560 | $95.6M |
| One Capital Management, LLC | 3.04% | Add +149.2% | 2,616,558 | $95.1M |
| Sequoia Financial Advisors, LLC | 0.56% | Add +8.3% | 2,528,404 | $91.9M |
| HighTower Advisors, LLC | 0.10% | Add +7.1% | 2,467,317 | $89.7M |
| Evoke Wealth, LLC | 1.80% | Add +4.4% | 2,373,033 | $86.3M |
| Focus Partners Advisor Solutions, LLC | 0.97% | Add +20.0% | 2,335,916 | $85.8M |
| Focus Partners Wealth | 0.14% | Add +10.7% | 2,342,531 | $85.2M |
| Marquette Asset Management, LLC | 12.19% | Add +1.9% | 2,191,171 | $79.6M |
| Wealthspire Advisors, LLC | 0.41% | Reduce -0.8% | 2,165,300 | $78.7M |
| Maseco LLP | 3.43% | Add +8.1% | 1,945,472 | $70.7M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +10.7% | 1,893,592 | $69.4M |
| First National Bank of Omaha | 4.35% | Add +3.1% | 1,890,776 | $68.7M |
| LVZ, Inc. | 7.71% | Reduce -9.3% | 1,864,707 | $67.8M |
| Zhang Financial LLC | 2.64% | Add +2.8% | 1,785,546 | $64.9M |
| RAM Investment Partners, LLC | 12.04% | Add +4.2% | 1,765,590 | $64.2M |
| Berman McAleer LLC | 8.79% | — | 1,728,244 | $62.8M |
| WNY Asset Management, LLC | 6.01% | Add +1.8% | 1,716,123 | $62.4M |
| Financial Management Professionals, Inc. | 6.42% | Add +3.7% | 1,696,259 | $61.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +6.4% | 1,660,809 | $60.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +4.3% | 1,632,806 | $59.4M |
| Hemington Wealth Management | 7.41% | Add +6.4% | 1,569,043 | $57.0M |
| RVW Wealth, LLC | 4.26% | Add +1.3% | 1,500,700 | $54.6M |
| Bedel Financial Consulting, Inc. | 6.68% | Add +2.4% | 1,438,524 | $52.3M |
| Apollon Wealth Management, LLC | 0.93% | Add +1.3% | 1,433,292 | $52.1M |
| McIlrath & Eck, LLC | 5.18% | Add +2.4% | 1,378,934 | $50.1M |
| Brighton Jones LLC | 1.20% | Add +8.9% | 1,373,422 | $49.9M |
| Willow Creek Wealth Management Inc. | 3.95% | Add +9.5% | 1,320,407 | $48.0M |
| Wealth Dimensions Group, Ltd. | 9.66% | Add +4.4% | 1,292,913 | $47.0M |
| Great Point Wealth Advisors, LLC | 8.63% | — | 1,263,507 | $45.9M |
| Pioneer Wealth Management Group | 14.74% | Add +10.1% | 1,256,522 | $45.7M |
| Aquire Wealth Advisors, LLC | 11.19% | Add +4.2% | 1,249,322 | $45.4M |
| Bridgewater Advisors Inc. | 3.09% | Add +14.3% | 1,222,944 | $44.5M |
| First National Advisers, LLC | 6.04% | Add +1.7% | 1,225,228 | $44.5M |
| Spinnaker Investment Group, LLC | 8.05% | Add +13.9% | 1,178,276 | $42.8M |
| Arista Wealth Management, LLC | 4.85% | Add +2.4% | 1,073,146 | $39.0M |
| NewEdge Advisors, LLC | 0.17% | Add +39.4% | 1,037,653 | $37.7M |
| MAI Capital Management | 0.23% | Add +4.0% | 1,026,428 | $37.3M |
| Mather Group, Llc. | 0.38% | Reduce -1.7% | 1,023,495 | $37.2M |
| Private Advisor Group, LLC | 0.18% | Reduce -3.6% | 1,003,159 | $36.5M |
| JFS Wealth Advisors, LLC | 2.13% | Reduce -0.8% | 1,000,974 | $36.4M |
| Osaic Holdings, Inc. | 0.05% | Add +10.9% | 970,015 | $35.1M |
| Perigon Wealth Management, LLC | 0.69% | Add +11.3% | 931,446 | $33.9M |
| Kestra Investment Management, LLC | 0.91% | Add +30.5% | 931,359 | $33.9M |
| Chico Wealth RIA | 22.79% | Add +2.1% | 922,525 | $33.5M |
| Mission Wealth Management, LP | 0.68% | Reduce -2.4% | 908,604 | $33.0M |
| Corient Private Wealth LP | 0.05% | Reduce -74.1% | 911,842 | $33.0M |
| LRI Investments, LLC | 2.67% | Reduce -0.7% | 896,025 | $32.6M |
| Annandale Capital, LLC | 5.72% | Add +5.8% | 885,642 | $32.2M |
| Sax Wealth Advisors, LLC | 1.73% | Add +1.8% | 884,707 | $32.2M |
| Austin Wealth Management, LLC | 4.89% | Add +11.4% | 851,849 | $31.2M |
| SC&H Financial Advisors, Inc. | 5.06% | Add +4.3% | 853,261 | $31.0M |
| Pallas Capital Advisors LLC | 1.14% | Add +6.6% | 850,802 | $30.9M |
| Betterment LLC | 0.06% | Reduce -3.8% | 831,482 | $30.2M |
| Vise Technologies, Inc. | 1.12% | New | 832,339 | $30.1M |
| MML Investors Services, LLC | 0.08% | Add +1.1% | 825,207 | $30.0M |
| Jane Street Group, LLC | 0.03% | Add +2.6% | 800,000 | $29.1M |
| Aptus Capital Advisors, LLC | 0.26% | Add +1.4% | 787,708 | $28.6M |
| Joseph Group Capital Management | 8.05% | New | 785,589 | $28.6M |
| Citadel Advisors | 0.02% | Reduce -31.9% | 777,201 | $28.3M |
| Monument Group Wealth Advisors, LLC | 16.60% | Add +3.9% | 775,776 | $28.2M |
| PBMares Wealth Management LLC | 4.56% | Add +6.1% | 773,507 | $28.1M |
| Physician Wealth Advisors, Inc. | 3.92% | Add +1.7% | 757,557 | $27.5M |
| Cetera Investment Advisers | 0.03% | Add +19.8% | 745,888 | $27.1M |
| Valued Wealth Advisors LLC | 12.56% | Add +7.6% | 744,681 | $27.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.00% | Add +1.9% | 739,002 | $26.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -24.1% | 732,233 | $26.6M |
| Baird Financial Group, Inc. | 0.04% | Add +21.6% | 720,753 | $26.2M |
| Allworth Financial LP | 0.12% | Reduce -1.5% | 718,259 | $26.1M |
| Pathstone Holdings, LLC | 0.10% | Add +6.8% | 712,725 | $25.9M |
| AE Wealth Management LLC | 0.16% | Reduce -4.3% | 707,996 | $25.7M |
| Stonehearth Capital Management, LLC | 9.93% | Add +0.7% | 705,639 | $25.6M |
| DecisionPoint Financial, LLC | 5.96% | Reduce -3.5% | 698,348 | $25.5M |
| Fiduciary Financial Group, LLC | 3.93% | Add +6.4% | 684,509 | $24.9M |
| Creative Planning | 0.02% | Add +1.8% | 680,650 | $24.7M |
| Kure Advisory, LLC | 14.96% | Add +1.4% | 666,851 | $24.2M |
| Brogan Financial, Inc. | 10.30% | Reduce -0.6% | 665,000 | $24.2M |
| Advisory Alpha, LLC | 0.66% | Add +6.2% | 648,259 | $23.7M |
| Dynamic Advisor Solutions LLC | 0.67% | Add +1.1% | 638,073 | $23.2M |
| World Investment Advisors | 0.47% | Add +7.8% | 635,387 | $23.1M |
| Stadion Money Management, LLC | 1.84% | Reduce -4.0% | 634,969 | $23.1M |
| Curated Wealth Partners LLC | 2.75% | Add +1.7% | 625,987 | $22.8M |
| Everhart Financial Group, Inc. | 2.28% | Add +55.9% | 625,322 | $22.7M |
| Berger Financial Group, Inc | 1.35% | Add +1.6% | 621,650 | $22.6M |
| Cerity Partners LLC | 0.04% | Add +13.3% | 617,245 | $22.4M |
| BWM Planning, LLC | 6.66% | Add +3.6% | 615,479 | $22.4M |
| Heritage Wealth Management, Inc./Texas | 9.69% | Add +58.4% | 604,915 | $22.0M |
| Plancorp, LLC | 0.68% | Add +0.2% | 599,506 | $21.8M |
| TCP Asset Management, LLC | 3.86% | Add +3.0% | 594,744 | $21.6M |
| Awm Capital, LLC | 1.95% | Reduce -6.0% | 588,616 | $21.4M |
| Chicago Partners Investment Group LLC | 0.55% | Add +6.4% | 563,787 | $20.9M |
| Legacy Financial Group, Inc. | 5.70% | Reduce -0.1% | 571,798 | $20.8M |
| Consilium Wealth Advisory, LLC | 8.01% | Add +8.6% | 571,119 | $20.8M |
| Evanson Asset Management, LLC | 1.16% | Add +3.8% | 565,914 | $20.6M |
| Spectrum Investment Advisors, Inc. | 10.84% | Add +0.0% | 550,930 | $20.0M |
| Forum Private Client Group LLC | 6.83% | Add +7.4% | 527,549 | $19.2M |
| Essential Planning, LLC. | 6.54% | Reduce -2.3% | 522,645 | $19.0M |
| Fonville Wealth Management LLC | 4.27% | Add +7.5% | 522,371 | $19.0M |
| Captrust Financial Advisors | 0.04% | Reduce -10.7% | 519,820 | $18.9M |
| Asset Planning Corporation | 8.75% | Add +6.3% | 507,510 | $18.4M |
| SouthState Bank Corp | 0.85% | Reduce -55.3% | 506,671 | $18.4M |
| Next Level Wealth Planning, LLC | 10.31% | Add +7.0% | 502,128 | $18.3M |
| D.A. Davidson & Co. | 0.11% | Add +45.7% | 488,274 | $17.7M |
| Allodium Investment Consultants, LLC | 9.93% | Add +5.2% | 483,993 | $17.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.4% | 481,909 | $17.5M |
| Builder Investment Group Inc. | 3.90% | Add +1.4% | 477,958 | $17.4M |
| Financial Alternatives, Inc | 10.50% | Add +1.3% | 477,111 | $17.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +23.0% | 476,652 | $17.3M |
| Diversify Wealth Management, LLC | 0.99% | Reduce -8.3% | 470,294 | $17.2M |
| Vermillion & White Wealth Management Group, LLC | 9.80% | Add +24.6% | 473,707 | $17.2M |
| Allegiance Financial Group Advisory Services LLC | 3.93% | Add +10.3% | 470,305 | $17.1M |
| Wealthquest Corp | 1.35% | Add +0.8% | 464,871 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +10.1% | 462,325 | $16.8M |
| Advantage Trust Co | 7.21% | Add +4.0% | 438,844 | $16.0M |
| Quantum Financial Advisors, LLC | 1.90% | Reduce -7.6% | 428,252 | $15.6M |
| Stifel Financial Corp. | 0.01% | Add +11.3% | 425,980 | $15.5M |
| Colorado Capital Management, Inc. | 5.90% | Add +5.8% | 419,421 | $15.2M |
| Prudent Man Investment Management, Inc. | 8.43% | Reduce -0.0% | 520,158 | $15.2M |
| Okabena Investment Services Inc. | 2.90% | Add +47.9% | 410,787 | $14.9M |
| Diversified Portfolios, Inc. | 1.32% | Reduce -3.9% | 410,268 | $14.9M |
| Oak Wealth Advisors LLC | 8.64% | Add +1.6% | 408,841 | $14.9M |
| AlTi Global, Inc. | 0.35% | Reduce -3.5% | 407,186 | $14.8M |
| Envision Financial Planning, LLC | 6.24% | Add +2.5% | 404,919 | $14.7M |
| Modera Wealth Management, LLC | 0.17% | Add +0.1% | 395,741 | $14.4M |
| CPA Asset Management Group, LLC | 5.53% | Add +0.9% | 394,683 | $14.3M |
| Pinnacle Associates Ltd. | 0.19% | No change | 392,029 | $14.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.07% | No change | 391,729 | $14.2M |
| Liberty Wealth Management LLC | 2.00% | Add +0.2% | 391,637 | $14.2M |
| Sterling Wealth Advisors Inc | 8.88% | Add +10.1% | 380,052 | $13.9M |
| Charter Capital Management, LLC\DE | 7.48% | Add +4.0% | 381,564 | $13.9M |
| Midwest Heritage Bank, FSB | 4.90% | Reduce -0.6% | 380,921 | $13.8M |
| Larson Financial Group LLC | 0.48% | Reduce -22.5% | 377,809 | $13.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +25.1% | 377,783 | $13.7M |
| Archvest Wealth Advisors, Inc. | 12.23% | Add +3.5% | 377,300 | $13.7M |
| tru Independence LLC | 3.55% | Add +3.9% | 376,356 | $13.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2.86% | Reduce -1.8% | 371,223 | $13.5M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +1.8% | 363,468 | $13.2M |
| Mendota Financial Group, LLC | 9.79% | Add +6.4% | 360,663 | $13.1M |
| Equitable Holdings, Inc. | 0.10% | Add +12.6% | 357,002 | $13.0M |
| Arcadia Wealth Management, Inc. | 7.88% | Add +6.5% | 356,891 | $13.0M |
| Note Advisors, LLC | 7.59% | Add +4.2% | 350,965 | $12.8M |
| Fermata Advisors, LLC | 3.23% | Add +12.3% | 350,493 | $12.7M |
| Graver Capital Management, LLC | 10.71% | Reduce -1.7% | 349,627 | $12.7M |
| Morling Financial Advisors, LLC | 4.17% | Add +3.4% | 345,495 | $12.6M |
| Guardian Wealth Advisors, LLC / NC | 0.82% | Reduce -0.0% | 344,318 | $12.5M |
| Private Wealth Management Group, LLC | 3.42% | Add +21.0% | 342,122 | $12.4M |
| Curio Wealth, LLC | 4.99% | Add +6.8% | 334,352 | $12.2M |
| Evermay Wealth Management LLC | 1.36% | Add +45.9% | 326,189 | $11.9M |
| Bannerman Wealth Management Group, LLC | 8.60% | Add +3.1% | 321,157 | $11.7M |
| CVA Family Office, LLC | 1.50% | Add +6.7% | 320,863 | $11.7M |
| Jacobi Capital Management LLC | 0.71% | Add +12.6% | 320,162 | $11.6M |
| Vermillion Wealth Management, Inc. | 3.10% | Add +10.9% | 311,702 | $11.3M |
| Monograph Wealth Advisors, LLC | 1.11% | Add +790.1% | 302,235 | $11.0M |
| Parkshore Wealth Management, Inc. | 4.47% | Add +19.9% | 301,856 | $11.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +73.1% | 291,488 | $10.6M |
| Ledgewood Wealth Advisors, LLC | 6.23% | Reduce -2.2% | 289,433 | $10.5M |
| Tortoise Investment Management, LLC | 0.93% | Add +4.0% | 288,251 | $10.5M |
| GEM Asset Management, LLC | 4.96% | Add +6.3% | 285,192 | $10.5M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 286,358 | $10.4M |
| D.B. Root & Company, LLC | 2.59% | Add +21.1% | 280,599 | $10.2M |
| Pure Portfolios Holdings LLC | 3.18% | Add +1.0% | 279,728 | $10.2M |
| Two West Capital Advisors LLC | 6.13% | Add +0.4% | 275,501 | $10.2M |
| Fort Henry Capital, LLC | 6.42% | Reduce -1.6% | 278,227 | $10.1M |
| First National Corp. /Ma/ | 1.88% | Add +5.2% | 270,394 | $9.9M |
| Shira Ridge Wealth Management | 4.19% | Add +2.1% | 271,695 | $9.9M |
| Entrewealth, LLC | 5.00% | Add +45.9% | 267,427 | $9.7M |
| American Capital Advisory, LLC | 4.51% | Add +2.4% | 267,232 | $9.7M |
| Sutton Place Investors LLC | 5.49% | Add +0.5% | 265,128 | $9.6M |
| Binnacle Investments Inc | 5.65% | Add +2.5% | 263,872 | $9.6M |
| B&D White Capital Company, LLC | 1.21% | Reduce -0.4% | 259,058 | $9.4M |
| Forza Wealth Management, LLC | 3.54% | Add +8.5% | 253,954 | $9.2M |
| Claris Advisors, LLC / Mo / | 3.20% | No change | 266,420 | $9.2M |
| SIMA Wealth Partners, LLC | 6.98% | Add +3.5% | 250,982 | $9.1M |
| Northwest Wealth Management, LLC | 1.50% | Reduce -1.6% | 250,696 | $9.1M |
| Beckerman Institutional, LLC | 5.32% | Add +15.3% | 248,522 | $9.0M |
| Aegis Wealth Management LLC | 4.82% | Reduce -11.3% | 247,571 | $9.0M |
| Avior Wealth Management, LLC | 0.28% | Reduce -20.4% | 241,339 | $8.8M |
| Bay Harbor Wealth Management, LLC | 2.37% | Add +8.2% | 240,969 | $8.8M |
| FinDec Wealth Services, Inc. | 8.80% | Reduce -4.3% | 233,916 | $8.5M |
| GeoWealth Management, LLC | 0.31% | Add +2.2% | 231,061 | $8.4M |
| Security Financial Services, INC. | 1.36% | Add +1.0% | 231,015 | $8.4M |
| Lionshead Wealth Management, LLC | 6.55% | Add +94.4% | 227,170 | $8.3M |
| Aspen Wealth Management LLC | 1.83% | Reduce -0.3% | 226,705 | $8.2M |
| Hutchinson Capital Management | 1.42% | Add +10.2% | 225,854 | $8.2M |
| Arkadios Wealth Advisors | 0.20% | Add +10.3% | 224,760 | $8.2M |
| Merit Financial Group, LLC | 0.07% | Add +50.7% | 224,244 | $8.2M |
| Edge Financial Advisors LLC | 3.54% | Add +7.0% | 215,843 | $7.9M |
| Andrews, Lucia Wealth Management LLC | 4.76% | Add +3.9% | 217,267 | $7.9M |
| Maryland Capital Advisors Inc. | 2.77% | Add +0.6% | 212,625 | $7.7M |
| StoneX Group Inc. | 0.33% | Add +205.7% | 210,292 | $7.6M |
| Glass Jacobson Investment Advisors llc | 2.75% | Reduce -1.2% | 208,850 | $7.6M |
| Farther Finance Advisors, LLC | 0.11% | Add +228.2% | 206,679 | $7.5M |
| Florida Trust Wealth Management Co | 0.21% | Add +14.8% | 203,657 | $7.4M |
| Clarity Capital Advisors, LLC | 4.01% | Add +4.3% | 202,704 | $7.4M |
| Coyle Financial Counsel LLC | 1.67% | Add +100.0% | 199,217 | $7.2M |
| Valley National Advisers Inc. | 1.11% | Add +23.3% | 197,544 | $7.2M |
| Cresset Asset Management, LLC | 0.03% | Add +305.3% | 197,243 | $7.2M |
| Hurlow Wealth Management Group, Inc. | 1.85% | Reduce -11.2% | 197,005 | $7.2M |
| ArborFi Advisors, LLC | 5.80% | Reduce -9.6% | 195,955 | $7.1M |
| Baring Financial LLC | 4.70% | Add +4.9% | 189,621 | $6.9M |
| Prodigy Asset Management LLC | 3.11% | Add +9.8% | 189,313 | $6.9M |
| Werba Rubin Papier Wealth Management | 1.11% | Add +23.0% | 189,244 | $6.9M |
| Bank of Montreal | 0.00% | Add +3.3% | 188,596 | $6.9M |
| HB Wealth Management, LLC | 0.05% | Add +33.4% | 188,392 | $6.8M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -13.8% | 188,364 | $6.8M |
| 1900 Wealth Management LLC | 0.46% | Reduce -2.0% | 187,598 | $6.8M |
| Premier Path Wealth Partners, LLC | 0.86% | Add +4.2% | 184,060 | $6.7M |
| Baker Boyer National Bank | 2.21% | Add +0.4% | 183,277 | $6.7M |
| R. W. Roge & Company, Inc. | 3.41% | Add +2.9% | 183,018 | $6.7M |
| United Advisor Group, LLC | 0.89% | Add +34.1% | 182,944 | $6.7M |
| Sentinel Wealth Management, Inc. | 5.74% | Add +14.8% | 181,922 | $6.6M |
| AlphaStar Capital Management, LLC | 0.55% | New | 177,108 | $6.4M |
| Wealthspan Partners, LLC | 2.48% | Add +1.9% | 177,101 | $6.4M |
| 180 Wealth Advisors, LLC | 0.78% | Add +9.1% | 176,695 | $6.4M |
| Waverly Advisors, LLC | 0.06% | Reduce -5.5% | 176,189 | $6.4M |
| TCI Wealth Advisors, Inc. | 0.38% | Add +3.4% | 175,362 | $6.4M |
| SpringVest Wealth Management LLC | 4.63% | Add +12.3% | 173,353 | $6.3M |
| Main Street Financial Solutions, LLC | 0.40% | Reduce -2.9% | 172,339 | $6.3M |
| Johnson Wealth Management, LLC | 3.42% | — | 170,627 | $6.2M |
| Colony Family Offices, LLC | 1.60% | Reduce -4.7% | 169,894 | $6.2M |
| Plan Group Financial, LLC | 1.65% | Reduce -29.6% | 169,472 | $6.2M |
| CFS Investment Advisory Services, LLC | 0.45% | Add +7.6% | 164,808 | $6.1M |
| Brown Advisory Inc. | 0.01% | Add +97.0% | 165,076 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +11.0% | 164,982 | $6.0M |
| Cordgrass Capital Advisors, LLC | 1.46% | Add +9.6% | 162,947 | $5.9M |
| RFG Advisory, LLC | 0.12% | Reduce -1.8% | 162,147 | $5.9M |
| Syverson Strege & Co | 1.41% | Reduce -16.4% | 161,708 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 160,057 | $5.8M |
| Apella Capital, LLC | 0.13% | Reduce -4.6% | 158,107 | $5.8M |
| Ancora Advisors LLC | 0.12% | Reduce -0.7% | 158,284 | $5.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.73% | Add +2.8% | 156,873 | $5.7M |
| FMB Wealth Management | 2.37% | Add +0.6% | 153,848 | $5.6M |
| Market Street Wealth Management Advisors LLC | 0.88% | Add +2.0% | 152,597 | $5.5M |
| Robinson Smith Wealth Advisors LLC | 3.96% | Add +25.2% | 151,753 | $5.5M |
| Keb Asset Management, LLC | 1.22% | Add +6.1% | 149,263 | $5.4M |
| Apollon Financial, LLC | 0.90% | Add +27.2% | 149,055 | $5.4M |
| Dodds Wealth, LLC | 1.34% | Reduce -0.0% | 148,805 | $5.4M |
| Mustard Seed Financial, LLC | 3.46% | Add +4.5% | 148,046 | $5.4M |
| Cowa, LLC | 1.87% | Reduce -0.1% | 145,680 | $5.3M |
| Well Done, LLC | 0.90% | Add +14.9% | 145,609 | $5.3M |
| North Capital, Inc. | 4.08% | Add +13.2% | 144,963 | $5.3M |
| Tillman Hartley LLC | 1.36% | Add +27.6% | 144,618 | $5.3M |
| Lynx Investment Advisory | 3.14% | Add +2.6% | 144,468 | $5.3M |
| Jackson Thornton Wealth Management, LLC | 0.53% | Add +0.9% | 141,294 | $5.2M |
| AdvisorNet Financial, Inc | 0.29% | Reduce -5.7% | 138,617 | $5.0M |
| First Financial Group Corp | 4.36% | Add +9.6% | 138,333 | $5.0M |
| Quad-Cities Investment Group, LLC | 2.13% | Add +3.0% | 137,459 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +46.5% | 136,906 | $5.0M |
| Oceanside Advisors LLC | 3.10% | Add +0.2% | 136,570 | $5.0M |
| RBF Capital, LLC | 0.22% | No change | 130,000 | $4.7M |
| Heritage Financial Services, LLC | 0.41% | Add +9.7% | 126,324 | $4.6M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +0.0% | 125,379 | $4.6M |
| Sollinda Capital Management LLC | 1.25% | Add +11.6% | 125,183 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +6.3% | 122,433 | $4.5M |
| JPL Wealth Management, LLC | 1.03% | Add +3.9% | 119,330 | $4.3M |
| DBK Financial Counsel, LLC | 3.63% | Add +5.8% | 118,791 | $4.3M |
| ERn Financial, LLC | 0.85% | Reduce -3.1% | 117,801 | $4.3M |
| Live Oak Private Wealth LLC | 0.60% | Add +42.9% | 117,760 | $4.3M |
| PFG Advisors | 0.17% | Add +15.9% | 115,992 | $4.2M |
| SOL Capital Management CO | 0.38% | Add +1.3% | 115,956 | $4.2M |
| Newman Dignan & Sheerar, Inc. | 0.90% | Add +6.5% | 115,035 | $4.2M |
| Weinberger Asset Management, Inc | 1.50% | Add +7.7% | 114,173 | $4.2M |
| Timonier Family Office, LTD. | 1.29% | Reduce -1.6% | 108,510 | $3.9M |
| Pinnacle Financial Group, LLC / IL | 1.17% | Add +2.8% | 106,649 | $3.9M |
| Trinity Financial Advisors LLC | 1.10% | Add +13.8% | 104,879 | $3.8M |
| Versant Capital Management, Inc | 0.51% | Reduce -0.9% | 103,688 | $3.8M |
| Medallion Wealth Advisors, LLC | 1.33% | Add +0.8% | 103,164 | $3.7M |
| CGN Advisors LLC | 0.31% | Add +19.9% | 103,024 | $3.7M |
| Redwood Park Advisors LLC | 2.74% | Add +3.4% | 101,089 | $3.7M |
| Waterfront Wealth Inc. | 0.75% | Add +5.6% | 100,340 | $3.7M |
| Signature Resources Capital Management, LLC | 2.00% | Reduce -2.0% | 100,425 | $3.7M |
| Optima Capital LLC | 1.75% | Add +9.7% | 98,977 | $3.6M |
| Mutual Advisors, LLC | 0.08% | Add +18.0% | 95,108 | $3.5M |
| Capstone Wealth Management, LLC | 2.68% | Add +18.4% | 95,891 | $3.5M |
| APS Management Group, Inc. | 3.07% | — | 95,276 | $3.5M |
| Ameritas Advisory Services, LLC | 0.23% | Add +147.4% | 94,972 | $3.5M |
| LaSalle St. Investment Advisors, LLC | 0.62% | Reduce -1.2% | 94,534 | $3.4M |
| Planwiser Financial, LLC | 2.72% | Reduce -52.2% | 93,693 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.27% | Reduce -1.5% | 93,198 | $3.4M |
| Saxony Capital Management, LLC | 2.23% | Add +24.0% | 93,194 | $3.4M |
| CLG LLC | 0.92% | Add +7.2% | 93,099 | $3.4M |
| Axis Wealth Partners, LLC | 1.96% | Add +5.1% | 92,360 | $3.4M |
| ARK & TLK Investments, LLC | 1.05% | Reduce -20.9% | 91,416 | $3.3M |
| Cardiff Park Advisors, LLC | 0.25% | Add +0.1% | 91,022 | $3.3M |
| Sterling Financial Group, Inc. | 1.05% | Add +0.0% | 90,877 | $3.3M |
| First National Bank Sioux Falls | 1.02% | Add +11.2% | 90,364 | $3.3M |
| City State Bank | 0.94% | Add +41.1% | 89,356 | $3.2M |
| Vantage Point Financial LLC | 1.24% | Reduce -5.0% | 88,202 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +20.9% | 87,373 | $3.2M |
| Altiora Financial Group, LLC | 0.58% | Add +8.2% | 87,027 | $3.2M |
| DHJJ Financial Advisors, Ltd. | 1.05% | Add +21.3% | 85,342 | $3.1M |
| Alkeme Wealth, LLC | 1.33% | Add +1.7% | 84,895 | $3.1M |
| Financial Symmetry Inc | 1.38% | Add +4.9% | 84,520 | $3.1M |
| Shearwater Capital LLC | 1.76% | Reduce -0.7% | 81,675 | $3.0M |
| Strategic Investment Solutions, Inc. | 0.78% | Reduce -1.1% | 81,086 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +0.5% | 81,053 | $2.9M |
| Grunden Financial Advisory, Inc. | 1.19% | No change | 80,668 | $2.9M |
| Magnolia Private Wealth, LLC | 2.08% | Add +27.7% | 77,923 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.1% | 75,494 | $2.7M |
| Firethorn Wealth Partners, LLC | 1.07% | Add +12.8% | 74,515 | $2.7M |
| Quarry Hill Advisors, LLC | 1.38% | Reduce -1.7% | 74,263 | $2.7M |
| PFG Private Wealth Management, LLC | 1.20% | New | 74,209 | $2.7M |
| Integrity Wealth Solutions LLC | 1.20% | Add +7.0% | 74,209 | $2.7M |
| Lauterbach Financial Advisors, LLC | 1.35% | Add +14.5% | 73,693 | $2.7M |
| IFP Advisors, Inc | 0.07% | Add +52.5% | 73,622 | $2.7M |
| Factor Wealth Management LTD | 0.66% | Add +0.1% | 72,830 | $2.6M |
| Cascade Wealth Advisors, Inc | 1.29% | Add +110.5% | 70,710 | $2.6M |
| Red Lighthouse Investment Management, LLC | 0.91% | Reduce -0.8% | 71,309 | $2.6M |
| Pacific Asset Management, LLC | 1.73% | Add +2.5% | 70,240 | $2.6M |
| Daner Wealth Management, LLC | 1.66% | Add +0.0% | 69,687 | $2.6M |
| SwitchPoint Financial Planning, LLC | 1.84% | Reduce -0.3% | 69,784 | $2.5M |
| Lodestone Wealth Management LLC | 1.14% | Add +0.4% | 69,699 | $2.5M |
| Harbor Asset Planning, Inc. | 2.24% | Add +8.2% | 68,778 | $2.5M |
| Morgan Stanley | 0.00% | Add +8.2% | 68,644 | $2.5M |
| Redmont Wealth Advisors LLC | 3.47% | Add +2.0% | 68,508 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.13% | Reduce -6.1% | 67,964 | $2.5M |
| American Investment Services, Inc. | 0.58% | Reduce -0.1% | 66,480 | $2.4M |
| HFG Wealth Management, LLC | 1.31% | Reduce -6.8% | 66,459 | $2.4M |
| Semitam Bonam LLC | 2.15% | Add +3.2% | 66,060 | $2.4M |
| Spire Wealth Management | 0.08% | Add +111.0% | 65,498 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -75.9% | 65,192 | $2.4M |
| Rather & Kittrell, Inc. | 0.41% | Add +6.1% | 64,231 | $2.3M |
| Poinciana Advisors Group, LLC | 1.97% | Add +5.3% | 64,035 | $2.3M |
| Burton Enright Welch | 0.35% | Reduce -0.1% | 63,846 | $2.3M |
| Cloud Capital Management, LLC | 1.21% | Add +5.3% | 63,141 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.02% | New | 62,832 | $2.3M |
| Vestment Financial LLC | 1.24% | Reduce -0.1% | 59,573 | $2.2M |
| Wescott Financial Advisory Group, LLC | 0.19% | Reduce -9.5% | 59,483 | $2.2M |
| Eaton-Cambridge Inc. | 0.74% | No change | 58,558 | $2.1M |
| Level Wealth Management LLC | 1.11% | Reduce -7.4% | 58,222 | $2.1M |
| AQR Capital Management | 0.00% | Add +16.8% | 58,162 | $2.1M |
| Invst, LLC | 0.24% | Add +17.5% | 57,991 | $2.1M |
| Summit Financial, LLC | 0.03% | New | 57,939 | $2.1M |
| Melfa Wealth Management, Inc. | 1.21% | Add +3.0% | 56,680 | $2.1M |
| Investmark Advisory Group LLC | 0.88% | Add +1.0% | 55,939 | $2.0M |
| Life Planning Partners, Inc | 1.47% | Add +3.4% | 55,229 | $2.0M |
| Savvy Advisors, Inc. | 0.09% | Add +151.4% | 54,556 | $2.0M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.5% | 53,753 | $2.0M |
| Integrated Advisors Network LLC | 0.08% | Add +11.5% | 52,945 | $1.9M |
| Wealth Advisors Northwest LLC | 0.93% | Add +0.7% | 52,848 | $1.9M |
| Mgo One Seven LLC | 0.04% | Add +28.6% | 51,072 | $1.9M |
| First PREMIER Bank | 0.42% | Add +39.0% | 50,914 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -0.4% | 50,110 | $1.8M |
| Boyce & Associates Wealth Consulting, Inc. | 1.49% | Add +5.7% | 49,972 | $1.8M |
| CarsonAllaria Wealth Management, Ltd. | 0.94% | Add +3.8% | 49,838 | $1.8M |
| Heritage Wealth Management, Inc. | 1.23% | Reduce -6.7% | 49,500 | $1.8M |
| FineMark National Bank & Trust | 0.06% | Add +87.7% | 49,324 | $1.8M |
| Concord Wealth Partners | 0.25% | Add +13.7% | 49,103 | $1.8M |
| Arcadia Wealth Management, LLC | 0.70% | Reduce -5.3% | 48,636 | $1.8M |
| Cypress Point Wealth Management, LLC | 0.35% | Add +0.0% | 48,133 | $1.7M |
| Compass Financial Group, INC | 0.26% | Add +31.4% | 46,975 | $1.7M |
| Breakwater Capital Group | 0.25% | Add +28.3% | 46,907 | $1.7M |
| Krilogy Financial LLC | 0.06% | Add +91.7% | 44,783 | $1.6M |
| GWN Securities Inc. | 0.37% | Add +5.7% | 44,507 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.0% | 44,249 | $1.6M |
| Leading Edge Financial Planning LLC | 0.40% | Reduce -2.9% | 43,906 | $1.6M |
| Parkwoods Wealth Partners, LLC | 0.54% | New | 43,884 | $1.6M |
| Elevate Wealth Advisory, Inc. | 1.14% | No change | 43,269 | $1.6M |
| IFG Advisory, LLC | 0.07% | Reduce -1.3% | 42,375 | $1.5M |
| Heritage Investment Group, Inc. | 0.24% | No change | 41,445 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -1.1% | 41,255 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +5.7% | 41,120 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +456.5% | 40,350 | $1.5M |
| Integrity Investment Advisors, LLC | 0.97% | Add +83.3% | 40,175 | $1.5M |
| Meritas Wealth Management, LLC | 0.72% | No change | 40,093 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.3% | 39,400 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | New | 39,271 | $1.4M |
| Sei Investments Co. | 0.00% | Add +12.5% | 39,224 | $1.4M |
| Greenspring Advisors, LLC | 0.25% | — | 39,075 | $1.4M |
| G2 Capital Management, LLC / Oh | 0.35% | Add +1.6% | 37,619 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.47% | Add +6.4% | 37,519 | $1.4M |
| Quantinno Capital Management LP | 0.00% | New | 37,477 | $1.4M |
| Global Financial Private Client, LLC | 0.48% | Add +5.2% | 37,322 | $1.4M |
| Total Wealth Planning, LLC | 0.16% | Reduce -3.6% | 37,005 | $1.3M |
| Lam Group, Inc. | 0.83% | Reduce -8.3% | 36,735 | $1.3M |
| Keel Point, LLC | 0.08% | Reduce -1.2% | 36,610 | $1.3M |
| Darden Wealth Group Inc | 0.69% | No change | 36,270 | $1.3M |
| Forum Financial Management, LP | 0.02% | Add +0.1% | 36,228 | $1.3M |
| Abel Hall, LLC | 0.53% | Reduce -0.8% | 36,098 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -0.7% | 35,889 | $1.3M |
| Greenup Street Wealth Management LLC | 0.20% | New | 35,699 | $1.3M |
| Washington Trust Advisors, Inc. | 0.10% | Add +157.1% | 35,541 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +1.9% | 35,442 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.28% | Add +14.8% | 35,275 | $1.3M |
| Maridea Wealth Management LLC | 0.20% | New | 34,456 | $1.3M |
| Longview Financial Advisors LLC | 0.72% | Reduce -3.5% | 34,466 | $1.3M |
| Strategent Financial, LLC | 0.89% | Add +23.4% | 34,146 | $1.2M |
| International Private Wealth Advisors LLC | 0.77% | New | 33,765 | $1.2M |
| Vestia Personal Wealth Advisors | 0.65% | Add +0.3% | 33,504 | $1.2M |
| Infinity Wealth Counsel, LLC | 1.17% | Reduce -12.4% | 33,220 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +151.2% | 32,964 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +6.4% | 32,543 | $1.2M |
| Ballentine Capital Advisors, Inc | 0.52% | Reduce -7.8% | 32,379 | $1.2M |
| Earned Wealth Advisors, LLC | 0.19% | Add +34.9% | 31,939 | $1.2M |
| SLT Holdings LLC | 0.78% | New | 31,798 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +178.3% | 31,183 | $1.1M |
| Shore Point Advisors, LLC | 0.50% | Reduce -6.6% | 31,057 | $1.1M |
| BAM Wealth Management, LLC | 0.87% | — | 31,027 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.4% | 31,025 | $1.1M |
| Pettinga Financial Advisors LLC | 0.22% | Reduce -20.7% | 30,970 | $1.1M |
| Woodside Wealth Management LLC | 0.89% | Add +16.0% | 30,911 | $1.1M |
| Scratch Capital LLC | 0.74% | Add +0.8% | 30,819 | $1.1M |
| Comerica Bank | 0.00% | Add +140.1% | 30,713 | $1.1M |
| Second Half Financial Partners, LLC | 0.49% | Reduce -4.1% | 30,688 | $1.1M |
| Riverchase Wealth Management, LLC | 0.63% | Add +1.9% | 30,373 | $1.1M |
| Pillar Financial Advisors, LLC | 0.69% | Reduce -0.9% | 30,071 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +16.0% | 29,731 | $1.1M |
| Private Trust Co. NA | 0.09% | No change | 29,488 | $1.1M |
| XY Planning Network, Inc. | 0.36% | No change | 30,725 | $1.1M |
| Seneschal Advisors, LLC | 0.76% | Add +30.3% | 28,962 | $1.1M |
| Squire Investment Management Company, LLC | 0.34% | Add +12.9% | 28,921 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.33% | Reduce -5.8% | 28,825 | $1.0M |
| Tranquility Partners, LLC | 0.35% | Add +6.4% | 28,578 | $1.0M |
| Passive Capital Management, LLC. | 0.34% | Reduce -1.4% | 28,506 | $1.0M |
| Topsail Wealth Management, LLC | 0.17% | Reduce -22.9% | 28,200 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +71.8% | 27,443 | $998K |
| Balanced Rock Investment Advisors LLC | 0.73% | Add +5.5% | 27,305 | $993K |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Reduce -4.3% | 27,223 | $990K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -10.9% | 27,230 | $989K |
| Samalin Investment Counsel, LLC | 0.34% | Add +2.2% | 27,171 | $988K |
| Marshall Financial Group, LLC | 0.19% | Add +1.4% | 26,345 | $958K |
| Asset Dedication, LLC | 0.06% | Add +15.9% | 26,114 | $949K |
| Independent Financial Group, LLC | 0.02% | Add +1.7% | 25,884 | $941K |
| Barrett & Company, Inc. | 0.32% | Add +0.0% | 25,851 | $940K |
| Walter & Keenan Wealth Management LLC /in/ | 0.26% | Add +17.0% | 25,805 | $938K |
| JDH Wealth Management, LLC | 0.65% | No change | 25,368 | $922K |
| Eldridge Investment Advisors, Inc. | 0.21% | Add +0.7% | 25,312 | $920K |
| Montis Financial, LLC | 0.21% | Add +80.9% | 25,262 | $918K |
| Bryant Woods Investment Advisors, LLC | 0.36% | Add +0.8% | 25,127 | $913K |
| Beverly Hills Private Wealth, LLC | 0.16% | No change | 24,675 | $897K |
| Sterling Wealth Management, Inc. | 0.26% | Reduce -4.2% | 24,011 | $873K |
| Landmark Wealth Management, Inc. | 0.34% | Reduce -1.4% | 23,749 | $863K |
| BOS Asset Management, LLC | 0.24% | Add +18.0% | 23,432 | $852K |
| Level Four Advisory Services, LLC | 0.03% | No change | 23,285 | $846K |
| WMG Financial Advisors, LLC | 0.27% | Reduce -2.2% | 22,116 | $804K |
| VSM Wealth Advisory, LLC | 0.25% | Reduce -5.0% | 22,025 | $801K |
| Porter White Investment Advisors, Inc. | 0.34% | Reduce -1.7% | 21,637 | $787K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 21,561 | $784K |
| Darrow Company, Inc. | 0.36% | No change | 21,406 | $783K |
| Collective Family Office LLC | 0.18% | Add +0.2% | 20,874 | $759K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 21,124 | $754K |
| Baker Tilly Wealth Management, LLC | 0.17% | New | 20,390 | $741K |
| Cambridge Financial Group, LLC | 0.24% | Add +0.1% | 20,250 | $736K |
| Synovus Financial Corp. | 0.01% | No change | 20,182 | $734K |
| Salem Investment Counselors Inc. | 0.02% | Add +4.8% | 20,006 | $727K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +0.4% | 19,911 | $724K |
| Roundview Capital LLC | 0.05% | Add +0.0% | 19,794 | $720K |
| Kaufman Rossin Wealth, LLC | 0.39% | Reduce -4.5% | 19,759 | $718K |
| PCA Investment Advisory Services Inc. | 0.26% | Add +17.9% | 19,333 | $703K |
| Francis Financial, Inc. | 0.12% | No change | 18,901 | $687K |
| Axxcess Wealth Management, LLC | 0.01% | Add +55.2% | 18,797 | $683K |
| Eastover Investment Advisors LLC | 0.30% | Add +69.4% | 18,777 | $683K |
| Gemmer Asset Management LLC | 0.05% | Add +13.4% | 18,346 | $667K |
| Silver Grove Financial Group, Inc. | 0.63% | — | 18,152 | $660K |
| Wealth Architects, LLC | 0.06% | Add +30.9% | 18,107 | $658K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84.8% | 17,875 | $650K |
| JFG Wealth Management, LLC | 0.13% | No change | 17,854 | $649K |
| Pinnacle Family Advisors, LLC | 0.28% | Reduce -1.6% | 17,606 | $640K |
| My Personal CFO, LLC | 0.25% | Reduce -85.5% | 17,547 | $638K |
| Foundation Wealth Management, LLC\PA | 0.25% | No change | 17,547 | $638K |
| Crescent Grove Advisors, LLC | 0.06% | No change | 17,355 | $631K |
| Morris Financial Concepts, Inc. | 0.22% | Reduce -0.2% | 17,038 | $619K |
| Tru Independence Asset Management 2, LLC | 0.40% | Reduce -24.1% | 16,860 | $613K |
| Tableaux LLC | 0.24% | Add +100.0% | 16,568 | $602K |
| RCS Financial Planning, LLC | 0.27% | Reduce -0.3% | 16,554 | $602K |
| Raffa Wealth Management, LLC | 0.11% | Reduce -10.9% | 16,520 | $601K |
| Seed Wealth Management, Inc. | 0.41% | No change | 16,390 | $596K |
| Sterneck Capital Management, LLC | 0.28% | No change | 16,270 | $591K |
| Rialto Wealth Management, LLC | 0.15% | No change | 16,071 | $584K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -0.7% | 15,771 | $573K |
| Studio Investment Management LLC | 0.11% | Add +1.5% | 15,643 | $569K |
| Tassel Capital Management, Inc. | 0.36% | Reduce -3.4% | 15,634 | $568K |
| Lido Advisors, LLC | 0.00% | Add +65.5% | 15,594 | $567K |
| Cypress Wealth Services, LLC | 0.09% | Add +16.1% | 15,153 | $551K |
| Archer Investment Management, LLC | 0.34% | Reduce -12.7% | 15,102 | $549K |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -2.7% | 14,947 | $543K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.6% | 14,128 | $514K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -53.0% | 14,066 | $511K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.6% | 13,992 | $509K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -0.2% | 13,926 | $506K |
| Elevation Wealth Partners, LLC | 0.18% | Add +0.4% | 13,682 | $497K |
| Stewardship Advisors, LLC | 0.12% | Reduce -9.4% | 13,568 | $493K |
| Financial Connections Group, Inc. | 0.19% | Add +3413.2% | 13,561 | $492K |
| Five Oceans Advisors | 0.18% | Add +0.2% | 13,510 | $491K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +31.4% | 13,125 | $484K |
| Benson Investment Management Company, Inc. | 0.16% | Add +0.1% | 13,180 | $479K |
| C M Bidwell & Associates Ltd. | 0.23% | No change | 13,163 | $478K |
| Perennial Investment Advisors, LLC | 0.04% | Add +108.6% | 13,061 | $475K |
| Tilia Fiduciary Partners, Inc. | 0.27% | Add +20.6% | 13,060 | $475K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 12,939 | $470K |
| Sensible Financial Planning & Management, LLC. | 0.08% | No change | 12,682 | $461K |
| SWF LLC | 0.05% | No change | 12,640 | $459K |
| Emprise Bank | 0.20% | Reduce -4.2% | 12,593 | $458K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -27.8% | 12,455 | $453K |
| Forthright Family Wealth Advisory LLC | 0.28% | Add +0.0% | 12,348 | $449K |
| Lakeridge Wealth Management LLC | 0.19% | Add +0.4% | 11,943 | $434K |
| Compound Planning, Inc. | 0.01% | Add +1.8% | 11,845 | $431K |
| Faithward Advisors, LLC | 0.06% | Reduce -31.9% | 11,828 | $430K |
| Assetmark, Inc. | 0.00% | Add +2.6% | 11,821 | $430K |
| Investment Advisory Group, LLC | 0.12% | New | 11,630 | $423K |
| M Holdings Securities, Inc. | 0.09% | No change | 11,611 | $422K |
| Soltis Investment Advisors LLC | 0.03% | New | 11,511 | $418K |
| HMV Wealth Advisors, LLC | 0.23% | No change | 11,495 | $418K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 11,414 | $415K |
| Meridian Wealth Management, LLC | 0.02% | Add +69.9% | 11,404 | $415K |
| Triad Wealth Partners, LLC | 0.05% | Add +0.5% | 11,383 | $414K |
| L.K. Benson & Company, P.C. | 0.22% | Add +60.3% | 11,236 | $408K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 11,222 | $408K |
| Stratos Investment Management, LLC | 0.02% | Reduce -47.4% | 11,146 | $405K |
| Birchcreek Wealth Management, LLC | 0.21% | New | 11,100 | $403K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 11,000 | $400K |
| Cary Street Partners Investment Advisory LLC | 0.16% | New | 10,794 | $392K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 10,734 | $390K |
| Core Wealth Management, Inc. | 0.12% | Reduce -0.8% | 10,599 | $385K |
| Burney Co./ | 0.01% | Reduce -1.3% | 10,348 | $376K |
| Williams & Novak, LLC | 0.29% | Add +35.9% | 10,273 | $373K |
| Narus Financial Partners, LLC | 0.10% | Reduce -11.1% | 10,231 | $372K |
| Retirement Planning Group, LLC | 0.01% | Add +2.3% | 10,172 | $370K |
| Essex Financial Services, Inc. | 0.02% | Add +24.5% | 10,117 | $368K |
| AlphaCore Capital LLC | 0.01% | No change | 10,115 | $368K |
| Clear Investment Research, LLC | 0.49% | Reduce -1.4% | 10,106 | $367K |
| Longview Financial Advisors, Inc. | 0.25% | No change | 9,827 | $357K |
| Harbour Investments, Inc. | 0.01% | Add +17.4% | 9,775 | $355K |
| Beacon Financial Advisory LLC | 0.08% | Add +25.5% | 9,671 | $352K |
| Vawter Financial, Ltd. | 0.16% | New | 9,645 | $351K |
| Sprinkle Financial Consultants LLC | 0.19% | Reduce -12.8% | 9,529 | $346K |
| Dixon Fnancial Services, Inc. | 0.16% | Reduce -1.9% | 9,443 | $343K |
| RS Crum Inc. | 0.08% | Add +0.1% | 9,374 | $341K |
| Bank of New York Mellon Corp | 0.00% | Add +20.5% | 9,367 | $340K |
| Satovsky Asset Management LLC | 0.07% | Add +13.3% | 9,324 | $339K |
| Cardinal Point Capital Management ULC | 0.02% | Add +0.4% | 9,305 | $336K |
| Tiaa Trust, National Association | 0.00% | Add +8.0% | 9,073 | $330K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 9,030 | $328K |
| KM Capital Management Ltd. | 0.15% | Reduce -11.0% | 8,913 | $324K |
| K2 Financial Inc. | 0.26% | Reduce -0.0% | 8,893 | $321K |
| Atlas Legacy Advisors, LLC | 0.06% | No change | 8,810 | $320K |
| Stone Summit Wealth LLC | 0.09% | Reduce -74.9% | 8,768 | $319K |
| Bright Futures Wealth Management, LLC. | 0.25% | — | 8,625 | $314K |
| Balance Wealth Partners LLC | 0.08% | Reduce -1.5% | 8,424 | $306K |
| Bayshore Asset Management, LLC | 0.13% | Add +2.0% | 8,409 | $306K |
| Parallel Advisors, LLC | 0.01% | Add +111.1% | 8,380 | $305K |
| Summit Wealth Group LLC / Co. | 0.03% | Reduce -99.2% | 411 | $303K |
| Beacon Financial Strategies CORP | 0.18% | Reduce -1.8% | 8,287 | $301K |
| Principal Securities, Inc. | 0.01% | Reduce -11.1% | 8,269 | $301K |
| Visionary Horizons, LLC | 0.17% | New | 8,237 | $299K |
| Janney Montgomery Scott LLC | 0.00% | Add +37.0% | 8,207 | $298K |
| Hanover Advisors Inc. | 0.11% | Add +14.2% | 8,110 | $295K |
| Financial Harvest, LLC | 0.20% | Reduce -4.6% | 7,963 | $289K |
| US Bancorp \de | 0.00% | Add +6.2% | 7,962 | $289K |
| Smithfield Trust Co | 0.01% | No change | 7,700 | $279K |
| Frazier Financial Advisors, LLC | 0.17% | No change | 7,626 | $277K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +7.1% | 7,579 | $275K |
| Sepio Capital, LP | 0.02% | New | 7,433 | $270K |
| Ariadne Wealth Management, LP | 0.12% | Add +0.1% | 7,271 | $270K |
| Warwick Investment Management, Inc. | 0.05% | Reduce -9.2% | 7,418 | $270K |
| KFG Wealth Management, LLC | 0.04% | New | 7,277 | $265K |
| Orcam Financial Group | 0.21% | No change | 7,262 | $264K |
| Disciplined Investors, L.L.C. | 0.19% | No change | 7,250 | $264K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +98.2% | 7,239 | $263K |
| Hartmann Taylor Wealth Management, LLC | 0.19% | No change | 7,205 | $262K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,200 | $262K |
| Certuity, LLC | 0.02% | New | 7,177 | $261K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +1.3% | 7,031 | $256K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -0.8% | 7,031 | $256K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.8% | 6,906 | $251K |
| Prospera Financial Services Inc | 0.00% | Add +3.9% | 6,904 | $251K |
| Freedom Financial Partners LLC | 0.10% | Add +0.3% | 6,866 | $250K |
| Vestor Capital, LLC | 0.02% | Reduce -86.0% | 6,788 | $247K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Add +10.1% | 6,791 | $247K |
| Bay Capital Advisors, LLC | 0.16% | Add +0.1% | 6,692 | $243K |
| Concord Asset Management, LLC | 0.04% | Reduce -84.6% | 6,660 | $242K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 6,595 | $240K |
| Optivise Advisory Services LLC | 0.14% | Reduce -42.2% | 6,572 | $239K |
| Novak & Powell Financial Services, Inc. | 0.12% | New | 6,537 | $238K |
| Wealthstream Advisors, Inc. | 0.03% | No change | 6,286 | $229K |
| OMNI 360 Wealth, Inc. | 0.13% | No change | 6,175 | $224K |
| Vertex Planning Partners, LLC | 0.04% | Add +6.2% | 6,172 | $224K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.4% | 6,151 | $224K |
| James J. Burns & Company, LLC | 0.03% | New | 6,102 | $222K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 5,997 | $218K |
| BSW Wealth Partners | 0.03% | New | 5,774 | $210K |
| Fifth Third Bancorp | 0.00% | New | 5,744 | $209K |
| Brookstone Capital Management | 0.00% | New | 5,699 | $207K |
| WorthPointe, LLC | 0.08% | New | 5,564 | $202K |
| Evergreen Capital Management LLC | 0.00% | New | 5,520 | $201K |
| Ascent Group, LLC | 0.01% | New | 5,503 | $200K |
| Global Trust Asset Management, LLC | 0.09% | Add +8.9% | 5,500 | $200K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.4% | 5,091 | $185K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +55.8% | 4,938 | $179K |
| Cwm, LLC | 0.00% | Add +2.8% | 4,885 | $178K |
| Pinney & Scofield, Inc. | 0.10% | Add +0.3% | 4,487 | $163K |
| Sittner & Nelson, LLC | 0.06% | Reduce -57.4% | 4,409 | $160K |
| Fairscale Capital, LLC | 0.11% | No change | 4,254 | $155K |
| Promus Capital, LLC | 0.10% | No change | 4,156 | $151K |
| Wells Fargo & Company | 0.00% | Add +31.7% | 4,121 | $150K |
| Kings Path Partners LLC | 0.05% | No change | 3,519 | $128K |
| Nalls Sherbakoff Group, LLC | 0.08% | Add +1.3% | 3,366 | $122K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -79.2% | 3,166 | $115K |
| Lanark Financial, Inc. | 0.01% | Add +9.5% | 3,109 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 2,807 | $102K |
| Orion Capital Management LLC | 0.03% | No change | 2,526 | $92K |
| Blue Trust, Inc. | 0.00% | No change | 2,464 | $90K |
| Colonial Trust Co / SC | 0.01% | No change | 2,417 | $88K |
| Fort Vancouver Investment Management, LLC | 0.05% | Reduce -8.8% | 2,388 | $87K |
| Phillips Financial Management, LLC | 0.01% | Add +0.3% | 2,312 | $84K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,295 | $83K |
| Tripletail Wealth Management, LLC | 0.10% | New | 2,206 | $81K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.6% | 2,188 | $80K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -76.6% | 1,900 | $69K |
| Hantz Financial Services, Inc. | 0.00% | Add +124.7% | 1,872 | $68K |
| CX Institutional | 0.00% | Reduce -9.9% | 1,846 | $67K |
| Fortitude Family Office, LLC | 0.02% | Add +0.1% | 1,816 | $66K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 1,759 | $64K |
| Rossby Financial, LCC | 0.02% | No change | 1,747 | $64K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.4% | 1,511 | $55K |
| Bessemer Group Inc. | 0.00% | No change | 1,339 | $49K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 1,204 | $44K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 1,120 | $41K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 921 | $33K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -45.0% | 735 | $27K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 730 | $27K |
| Howe & Rusling Inc. | 0.00% | No change | 598 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | New | 556 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 467 | $17K |
| Dunhill Financial, LLC | 0.01% | No change | 430 | $16K |
| Anfield Capital Management, LLC | 0.00% | No change | 410 | $15K |
| National Bank of Canada | 0.00% | No change | 393 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | New | 348 | $13K |
| Biltmore Family Office, LLC | 0.00% | No change | 340 | $12K |
| Oakworth Capital, Inc. | 0.00% | New | 326 | $12K |
| Creative Capital Management Investments LLC | 0.00% | No change | 249 | $9K |
| Quent Capital, LLC | 0.00% | New | 225 | $8K |
| Russell Investments Group, Ltd. | 0.00% | No change | 170 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.6% | 153 | $6K |
| Alpine Bank Wealth Management | 0.00% | No change | 144 | $5K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 134 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 130 | $5K |
| Accredited Wealth Management, LLC | 0.00% | Add +1081.2% | 1,004 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 52 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 45 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| West Financial Advisors, LLC | 0.00% | Reduce -11.1% | 8 | $291 |
| FMR LLC | 0.00% | Reduce -88.9% | 1 | $36 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.