Dimensional InternationalDFAIETF

13F holders, Q4 2025 (December 31)
746holders +87
51new positions
19sold out
2famous investors
$38.13avg. 13F price*

At the end of Q4 2025, 746 institutions reported holding Dimensional International Co. (DFAI) in their 13F filings, up 87 from Q3 2025. 51 opened new positions and 19 sold out. The largest holders were Prudential Financial Inc. ($560.0M), Coldstream Capital Management Inc. ($419.3M) and Envestnet Asset Management Inc. ($382.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dimensional International Co.
CUSIP
25434V203
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 476Q1 2024Q2 2024: 502Q2 2024Q3 2024: 515Q3 2024Q4 2024: 579Q4 2024Q1 2025: 606Q1 2025Q2 2025: 637Q2 2025Q3 2025: 659Q3 2025Q4 2025: 746Q4 2025Q1 2026: 798Q1 2026Q2 2026: 830Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions51$133.0M
Exits19$12.4M

All 13F filers, Q3 2025 → Q4 2025: 28,392,368 shares bought and 10,741,425 shares sold, net +17,650,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 746 holders

Prudential Financial Inc. 0.68% Reduce -8.8% 14,695,589 $560.0M
Coldstream Capital Management Inc. 5.45% Reduce -0.7% 11,001,558 $419.3M
Envestnet Asset Management Inc. 0.11% Add +0.8% 10,028,930 $382.2M
Bank of America Corp. 0.02% Add +5.4% 8,622,081 $328.6M
&partners 1.66% Add +3.9% 8,363,568 $316.7M
SYM FINANCIAL Corp 25.88% Reduce -1.3% 6,608,532 $251.9M
Northern Trust Corp. 0.03% Add +8.6% 6,179,982 $235.5M
Royal Bank of Canada 0.04% Add +8.1% 5,216,100 $198.8M
UBS Group AG 0.03% Add +2.6% 3,984,535 $151.9M
Root Financial Partners, LLC 7.81% Add +5.0% 3,968,477 $151.2M
Mariner, LLC 0.18% Add +8.8% 3,858,052 $147.0M
Moisand Fitzgerald Tamayo, LLC 15.61% Add +1.0% 3,627,710 $138.3M
Vise Technologies, Inc. 2.54% Add +309.5% 3,408,299 $129.9M
LPL Financial LLC 0.03% Add +12.2% 3,320,899 $126.6M
Corient Private Wealth LP 0.17% Add +264.2% 3,321,149 $126.4M
Pure Financial Advisors, LLC 1.71% Add +0.6% 2,997,998 $114.3M
One Capital Management, LLC 3.25% Add +7.8% 2,820,648 $107.5M
OneDigital Investment Advisors LLC 1.01% Add +1.6% 2,707,178 $103.2M
Evoke Wealth, LLC 1.97% Add +13.0% 2,681,334 $102.2M
Sequoia Financial Advisors, LLC 0.57% Add +5.0% 2,654,500 $101.2M
Clearstead Advisors, LLC 1.28% Add +0.9% 2,652,589 $101.1M
HighTower Advisors, LLC 0.10% Add +1.7% 2,508,968 $95.6M
Focus Partners Wealth 0.10% Reduce -2.3% 2,288,109 $87.2M
Marquette Asset Management, LLC 12.41% Add +0.6% 2,205,032 $84.0M
Cetera Investment Advisers 0.09% Add +180.9% 2,094,912 $79.8M
Maseco LLP 3.43% Add +6.3% 2,067,454 $78.8M
Wealthspire Advisors, LLC 0.62% Reduce -5.4% 2,047,512 $78.0M
First National Bank of Omaha 2.23% Add +4.7% 1,978,765 $75.4M
Wealth Enhancement Advisory Services, LLC 0.10% Add +1.7% 1,925,835 $75.0M
Beacon Pointe Advisors, LLC 0.53% Add +573.6% 1,963,369 $74.8M
EP Wealth Advisors, LLC 0.38% — 1,905,347 $72.6M
Jane Street Group, LLC 0.09% Add +137.5% 1,900,000 $72.4M
LVZ, Inc. 7.94% Reduce -0.1% 1,863,526 $71.0M
RAM Investment Partners, LLC 12.80% Add +5.2% 1,857,465 $70.8M
Zhang Financial LLC 2.59% Add +2.2% 1,824,816 $69.5M
Berman McAleer LLC 9.34% Add +3.8% 1,794,381 $68.4M
Focus Partners Advisor Solutions, LLC 0.83% Reduce -23.6% 1,783,798 $68.0M
Commonwealth Equity Services, LLC 0.09% Add +7.5% 1,755,694 $66.9M
Northwestern Mutual Wealth Management Co. 0.04% Add +4.2% 1,729,901 $65.9M
Financial Management Professionals, Inc. 6.54% Reduce -1.9% 1,664,646 $63.4M
RVW Wealth, LLC 4.35% Reduce -0.4% 1,494,475 $57.0M
Brighton Jones LLC 2.08% Add +7.8% 1,481,005 $56.4M
Bedel Financial Consulting, Inc. 5.98% Add +1.4% 1,458,188 $55.6M
Apollon Wealth Management, LLC 0.95% Reduce -0.1% 1,432,482 $54.6M
McIlrath & Eck, LLC 4.94% Add +1.2% 1,395,818 $53.2M
Wealth Dimensions Group, Ltd. 10.37% Add +6.0% 1,370,853 $52.2M
Bridgewater Advisors Inc. 3.38% Add +8.1% 1,321,376 $52.1M
Pioneer Wealth Management Group 15.27% Add +5.0% 1,320,003 $50.3M
First National Advisers, LLC 6.64% Add +3.5% 1,267,804 $48.3M
Great Point Wealth Advisors, LLC 8.50% Reduce -3.3% 1,221,532 $46.6M
Aquire Wealth Advisors, LLC 11.98% Reduce -3.3% 1,207,997 $46.0M
Spinnaker Investment Group, LLC 8.17% Add +0.3% 1,181,987 $45.0M
Mercer Global Advisors Inc. 0.07% Add +144.6% 1,178,866 $44.9M
Private Advisor Group, LLC 0.20% Add +11.0% 1,113,323 $42.4M
Kestra Investment Management, LLC 1.02% Add +17.8% 1,097,089 $41.8M
Arista Wealth Management, LLC 5.09% Add +1.2% 1,086,178 $41.4M
Mather Group, Llc. 0.42% Add +5.2% 1,076,494 $41.0M
NewEdge Advisors, LLC 0.15% Add +2.9% 1,067,780 $40.7M
Prudent Man Investment Management, Inc. 13.53% Add +102.9% 1,055,531 $40.2M
MAI Capital Management 0.23% Add +2.8% 1,054,858 $40.2M
Savant Capital, LLC 0.23% Add +2823.6% 1,049,261 $40.0M
Osaic Holdings, Inc. 0.06% Add +5.8% 1,026,796 $39.1M
JFS Wealth Advisors, LLC 2.17% Add +1.2% 1,012,577 $38.6M
HighPoint Advisor Group LLC 0.82% New 974,091 $37.1M
Chico Wealth RIA 24.14% Add +5.4% 972,176 $37.0M
Sax Wealth Advisors, LLC 1.72% Add +8.5% 959,742 $36.6M
Perigon Wealth Management, LLC 0.65% Add +2.6% 955,311 $36.4M
Annandale Capital, LLC 5.92% Add +7.7% 953,684 $36.3M
Pallas Capital Advisors LLC 1.19% Add +10.8% 942,337 $35.9M
Austin Wealth Management, LLC 5.25% Add +7.4% 914,820 $35.6M
SC&H Financial Advisors, Inc. 5.31% Add +5.5% 900,258 $34.3M
Smartleaf Asset Management LLC 1.30% Add +38886.0% 894,728 $34.3M
Earned Wealth Advisors, LLC 2.41% Add +2689.5% 890,928 $34.0M
Mission Wealth Management, LP 0.68% Reduce -3.3% 878,847 $33.5M
Stadion Money Management, LLC 2.67% Add +35.9% 862,586 $32.9M
Amicus Financial Advisors, LLC 9.13% — 858,709 $32.7M
LRI Investments, LLC 2.62% Reduce -4.5% 855,347 $32.6M
Everhart Financial Group, Inc. 3.00% Add +35.8% 848,859 $32.4M
MML Investors Services, LLC 0.08% Add +2.9% 848,806 $32.3M
McKinley Carter Wealth Services, Inc. 1.76% New 824,882 $31.4M
Raymond James Financial Inc. 0.01% Add +11.1% 813,229 $31.0M
Betterment LLC 0.06% Reduce -2.4% 811,656 $30.9M
Crusonia Wealth Advisors LLC 6.75% — 804,301 $30.7M
Monument Group Wealth Advisors, LLC 16.61% Add +3.1% 799,679 $30.5M
Baird Financial Group, Inc. 0.05% Add +9.8% 791,632 $30.2M
Aptus Capital Advisors, LLC 0.25% Reduce -0.4% 784,645 $29.9M
Joseph Group Capital Management 7.77% Reduce -1.2% 776,235 $29.6M
Valued Wealth Advisors LLC 12.90% Add +3.4% 769,808 $29.3M
Physician Wealth Advisors, Inc. 4.03% Add +0.2% 759,225 $28.9M
Pathstone Holdings, LLC 0.11% Add +5.5% 752,211 $28.7M
Fiduciary Financial Group, LLC 3.95% Add +7.1% 733,079 $27.9M
Keyes, Stange & Wooten Wealth Management, LLC 13.13% Reduce -1.6% 727,037 $27.7M
World Investment Advisors 0.45% Add +12.6% 715,468 $27.3M
Stonehearth Capital Management, LLC 10.07% Add +1.2% 713,950 $27.2M
Allworth Financial LP 0.11% Reduce -0.7% 713,436 $27.2M
Kure Advisory, LLC 15.19% Add +6.9% 712,657 $27.2M
Creative Planning 0.02% Add +3.1% 701,795 $26.7M
DecisionPoint Financial, LLC 5.74% Reduce -2.0% 684,213 $26.1M
Rockefeller Capital Management L.P. 0.05% Add +801.9% 680,911 $25.9M
AE Wealth Management LLC 0.15% Reduce -4.8% 674,139 $25.7M
Advisory Alpha, LLC 0.69% Add +3.0% 668,022 $25.5M
Cerity Partners LLC 0.04% Add +7.5% 663,248 $25.3M
Curated Wealth Partners LLC 2.72% Add +5.4% 660,014 $25.2M
Berger Financial Group, Inc 1.44% Add +4.6% 650,447 $24.8M
Consilium Wealth Advisory, LLC 9.00% Add +12.1% 640,191 $24.4M
Brogan Financial, Inc. 10.54% Reduce -4.9% 632,597 $24.1M
Chicago Partners Investment Group LLC 0.58% Add +5.1% 592,456 $23.6M
D.A. Davidson & Co. 0.14% Add +26.7% 618,769 $23.6M
BWM Planning, LLC 6.27% Add +0.1% 615,859 $23.5M
TCP Asset Management, LLC 3.92% Add +2.7% 610,793 $23.3M
Heritage Wealth Management, Inc./Texas 10.04% Add +0.3% 607,052 $23.1M
Evanson Asset Management, LLC 1.24% Add +6.6% 603,362 $23.0M
Plancorp, LLC 0.69% Add +0.3% 601,293 $22.9M
Allodium Investment Consultants, LLC 11.18% Add +19.7% 579,132 $22.1M
Forum Private Client Group LLC 7.47% Add +9.1% 575,380 $21.9M
Fonville Wealth Management LLC 4.45% Add +9.4% 571,611 $21.8M
Legacy Financial Group, Inc. 5.68% Reduce -0.5% 568,967 $21.7M
Awm Capital, LLC 1.94% Reduce -4.7% 561,088 $21.4M
Kestra Advisory Services, LLC 0.09% Add +17.6% 560,569 $21.4M
Spectrum Investment Advisors, Inc. 10.62% Add +1.0% 556,228 $21.2M
Next Level Wealth Planning, LLC 10.48% Add +2.9% 516,610 $19.7M
Essential Planning, LLC. 6.21% Reduce -2.3% 510,887 $19.5M
Dynamic Advisor Solutions LLC 0.62% Reduce -21.1% 503,402 $19.2M
Allegiance Financial Group Advisory Services LLC 4.02% Add +6.6% 501,378 $19.1M
Financial Alternatives, Inc 11.04% Add +4.4% 498,169 $19.0M
Builder Investment Group Inc. 4.08% Add +3.8% 495,879 $18.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +7.2% 495,769 $18.9M
Vermillion & White Wealth Management Group, LLC 10.00% Add +1.6% 481,178 $18.4M
Stifel Financial Corp. 0.02% Add +12.9% 480,890 $18.3M
Wealthquest Corp 1.38% Add +3.1% 479,202 $18.3M
SouthState Bank Corp 0.81% Reduce -6.2% 475,153 $18.1M
Diversify Wealth Management, LLC 0.83% Reduce -3.8% 452,570 $17.8M
Captrust Financial Advisors 0.03% Reduce -14.6% 443,947 $16.9M
Advantage Trust Co 7.62% Add +1.1% 443,641 $16.9M
CPA Asset Management Group, LLC 5.77% Add +9.4% 431,657 $16.5M
Colorado Capital Management, Inc. 6.08% Add +1.3% 424,667 $16.2M
Quantum Financial Advisors, LLC 1.79% Reduce -2.2% 418,840 $16.0M
Okabena Investment Services Inc. 2.99% No change 410,787 $15.7M
Financial Engines Advisors L.L.C. 0.03% Add +8.4% 409,538 $15.6M
Oak Wealth Advisors LLC 8.93% Reduce -0.2% 407,982 $15.5M
AlTi Global, Inc. 0.33% No change 407,186 $15.5M
Private Wealth Management Group, LLC 4.10% Add +17.7% 402,622 $15.3M
Note Advisors, LLC 7.85% Add +10.5% 387,968 $15.3M
Truist Financial Corp. 0.02% Add +38.9% 397,777 $15.2M
Envision Financial Planning, LLC 5.71% Reduce -2.1% 396,380 $15.1M
Liberty Wealth Management LLC 1.94% Add +0.8% 394,707 $15.0M
Pinnacle Associates Ltd. 0.19% No change 392,029 $14.9M
Pinnacle Wealth Management Advisory Group, LLC 1.03% No change 391,729 $14.9M
Diversified Portfolios, Inc. 1.24% Reduce -4.6% 391,367 $14.9M
Charter Capital Management, LLC\DE 7.68% Add +2.3% 390,347 $14.9M
tru Independence LLC 3.74% Add +3.4% 389,220 $14.8M
Curio Wealth, LLC 5.25% Add +15.7% 386,941 $14.8M
DeLarme Wealth Management, Inc. 10.52% — 388,846 $14.8M
Midwest Heritage Bank, FSB 5.03% Add +0.3% 382,023 $14.6M
Arcadia Wealth Management, Inc. 8.28% Add +6.2% 378,900 $14.4M
Archvest Wealth Advisors, Inc. 9.20% Add +0.2% 378,128 $14.4M
Sterling Wealth Advisors Inc 8.68% Reduce -0.7% 377,335 $14.4M
Mendota Financial Group, LLC 10.32% Add +3.2% 372,093 $14.2M
Parkshore Wealth Management, Inc. 5.30% Add +22.8% 370,585 $14.1M
Evermay Wealth Management LLC 1.57% Add +12.6% 367,406 $14.0M
Schwarz Dygos Wheeler Investment Advisors LLC 2.89% Reduce -1.1% 367,312 $14.0M
Exencial Wealth Advisors, LLC 0.44% Add +0.4% 365,037 $13.9M
Graver Capital Management, LLC 10.97% Add +4.2% 364,256 $13.9M
Optimus Capital Advisors, LLC 8.02% — 359,241 $13.7M
Jacobi Capital Management LLC 0.79% Add +12.2% 359,100 $13.7M
Morling Financial Advisors, LLC 4.31% Add +3.8% 358,621 $13.7M
Larson Financial Group LLC 0.45% Reduce -6.2% 354,263 $13.5M
Modera Wealth Management, LLC 0.16% Reduce -10.7% 353,507 $13.5M
Employees' Retirement Fund of the City of Fort Worth 6.02% New 352,800 $13.4M
Fermata Advisors, LLC 3.18% Reduce -0.8% 347,821 $13.3M
Guardian Wealth Advisors, LLC / NC 0.82% Reduce -0.9% 341,109 $13.0M
CVA Family Office, LLC 1.45% Add +3.4% 331,751 $12.6M
Guardian Wealth Management, LLC 3.98% — 329,016 $12.5M
Bannerman Wealth Management Group, LLC 8.88% Add +2.4% 328,806 $12.5M
Entrewealth, LLC 5.62% Add +14.2% 305,372 $12.5M
Equitable Holdings, Inc. 0.08% Reduce -9.9% 321,566 $12.3M
Concurrent Investment Advisors, LLC 0.14% Add +266.6% 320,305 $12.2M
Well Done, LLC 1.82% Add +119.9% 320,178 $12.2M
Thayer Financial, L.L.C. 12.61% — 312,941 $11.9M
Vermillion Wealth Management, Inc. 4.76% Reduce -2.2% 304,876 $11.6M
AlphaStar Capital Management, LLC 0.85% Add +70.7% 302,276 $11.5M
Monograph Wealth Advisors, LLC 1.13% No change 302,235 $11.5M
GEM Asset Management, LLC 5.08% Add +2.9% 293,559 $11.4M
Claris Advisors, LLC / Mo / 3.42% Add +10.5% 294,465 $11.2M
Fort Henry Capital, LLC 6.84% Add +5.3% 293,009 $11.2M
Forza Wealth Management, LLC 4.02% Add +14.7% 291,349 $11.1M
Tortoise Investment Management, LLC 0.97% Add +0.6% 289,962 $11.1M
Trailhead Planners LLC 10.75% — 287,109 $10.9M
Ledgewood Wealth Advisors, LLC 6.27% Reduce -1.3% 285,623 $10.9M
American Capital Advisory, LLC 4.72% Add +6.5% 284,729 $10.9M
D.B. Root & Company, LLC 2.64% Add +1.1% 283,630 $10.8M
B&D White Capital Company, LLC 1.24% Add +8.1% 280,056 $10.7M
Birchcreek Wealth Management, LLC 5.20% Add +2401.6% 277,678 $10.6M
Argo Wealth Advisory, LLC 6.29% — 275,700 $10.5M
Pure Portfolios Holdings LLC 3.16% Reduce -1.5% 275,475 $10.5M
Two West Capital Advisors LLC 6.09% Reduce -0.1% 275,160 $10.5M
Shira Ridge Wealth Management 4.21% Add +1.1% 274,699 $10.5M
Beckerman Institutional, LLC 5.84% Add +9.9% 273,063 $10.4M
Platform Wealth Management, LLC 2.76% — 272,128 $10.4M
Thrivent Financial for Lutherans 0.02% New 271,767 $10.4M
Valley National Advisers Inc. 1.40% Add +34.5% 265,661 $10.1M
Northwest Wealth Management, LLC 1.59% Add +5.8% 265,187 $10.1M
SIMA Wealth Partners, LLC 7.55% Add +3.9% 260,672 $9.9M
DWR Wealth Management, LLC 9.18% — 258,384 $9.9M
Arkadios Wealth Advisors 0.19% Add +13.3% 254,764 $9.7M
Bay Harbor Wealth Management, LLC 2.51% Add +4.8% 252,510 $9.6M
Hutchinson Capital Management 1.62% Add +9.6% 247,461 $9.4M
Coyle Financial Counsel LLC 1.98% Add +21.9% 242,768 $9.3M
Axxcess Wealth Management, LLC 0.16% Add +1179.3% 240,475 $9.2M
My Personal CFO, LLC 3.78% Add +1253.3% 237,462 $9.0M
Westwood Wealth Management 6.68% New 233,188 $8.9M
Lionshead Wealth Management, LLC 6.68% Add +2.6% 233,188 $8.9M
Florida Trust Wealth Management Co 0.24% Add +12.3% 228,672 $8.7M
Sutton Place Investors LLC 4.78% Reduce -13.9% 228,265 $8.7M
Farther Finance Advisors, LLC 0.09% Add +9.4% 226,184 $8.6M
Edge Financial Advisors LLC 3.62% Add +4.7% 226,035 $8.6M
Aspen Wealth Management LLC 1.80% Reduce -0.6% 225,329 $8.6M
Security Financial Services, INC. 1.34% Reduce -3.1% 223,808 $8.5M
Andrews, Lucia Wealth Management LLC 4.99% Add +1.4% 220,293 $8.4M
Aegis Wealth Management LLC 4.74% Reduce -11.1% 220,100 $8.4M
SB Capital Management Inc 3.07% — 219,857 $8.4M
GeoWealth Management, LLC 0.30% Reduce -6.2% 216,839 $8.3M
Maryland Capital Advisors Inc. 2.79% Add +1.8% 216,531 $8.3M
Aznar Financial Advisors, LLC 7.87% — 214,986 $8.2M
Arax Advisory Partners 0.24% Reduce -96.4% 212,796 $8.1M
Clarity Capital Advisors, LLC 4.05% Add +4.9% 212,600 $8.1M
Avior Wealth Management, LLC 0.25% Reduce -11.9% 212,497 $8.1M
FinDec Wealth Services, Inc. 8.68% Reduce -9.2% 212,312 $8.1M
HB Wealth Management, LLC 0.05% Add +12.3% 211,642 $8.1M
SpringVest Wealth Management LLC 5.56% Add +20.9% 209,489 $8.0M
Colony Family Offices, LLC 1.98% Add +22.5% 208,142 $7.9M
StoneX Group Inc. 0.34% Reduce -1.5% 207,065 $7.9M
Glass Jacobson Investment Advisors llc 2.81% Reduce -1.9% 204,969 $7.8M
Apella Capital, LLC 0.15% Add +29.5% 204,700 $7.8M
Prodigy Asset Management LLC 2.69% Add +6.1% 200,789 $7.7M
Bank of Montreal 0.00% Add +6.1% 200,093 $7.6M
Sentinel Wealth Management, Inc. 6.32% Add +9.9% 199,895 $7.6M
CFS Investment Advisory Services, LLC 0.55% Add +20.0% 197,751 $7.5M
Cresset Asset Management, LLC 0.03% No change 197,243 $7.5M
Baker Boyer National Bank 2.26% Add +7.3% 196,650 $7.5M
Werba Rubin Papier Wealth Management 1.97% Add +1.0% 191,195 $7.3M
Orion Porfolio Solutions, LLC 0.05% Add +15.8% 191,026 $7.3M
CreativeOne Wealth, LLC 0.18% Add +1.0% 190,318 $7.3M
JPMorgan Chase & Co. 0.00% Add +18.8% 190,066 $7.2M
ArborFi Advisors, LLC 5.88% Reduce -3.1% 189,942 $7.2M
TCI Wealth Advisors, Inc. 0.39% Add +6.9% 187,496 $7.1M
United Advisor Group, LLC 0.91% Add +1.5% 185,630 $7.1M
Indivisible Partners 0.77% — 185,509 $7.1M
180 Wealth Advisors, LLC 0.81% Add +4.9% 185,335 $7.1M
1900 Wealth Management LLC 0.45% Reduce -2.9% 182,176 $6.9M
Waverly Advisors, LLC 0.06% Add +1.4% 178,600 $6.8M
Wealthspan Partners, LLC 2.47% Add +0.7% 178,415 $6.8M
R. W. Roge & Company, Inc. 3.36% Reduce -2.6% 178,287 $6.8M
Main Street Financial Solutions, LLC 0.50% Add +1.8% 175,487 $6.7M
Hurlow Wealth Management Group, Inc. 1.64% Reduce -11.0% 175,291 $6.7M
Premier Path Wealth Partners, LLC 0.85% Reduce -6.4% 172,361 $6.6M
Planwiser Financial, LLC 4.91% Add +77.5% 166,344 $6.6M
Brown Advisory Inc. 0.01% Add +4.1% 171,917 $6.6M
Johnson Wealth Management, LLC 3.24% Reduce 0.0% 170,622 $6.5M
Keb Asset Management, LLC 1.32% Add +14.1% 170,314 $6.5M
JPL Wealth Management, LLC 1.56% Add +41.0% 168,223 $6.4M
Ancora Advisors LLC 0.13% Add +6.1% 167,877 $6.4M
Cordgrass Capital Advisors, LLC 1.53% Add +2.6% 167,127 $6.4M
Strategic Wealth Advisors LLC 5.40% — 165,561 $6.3M
Apollon Financial, LLC 0.91% Add +10.3% 164,333 $6.3M
Baring Financial LLC 3.81% Reduce -13.4% 164,143 $6.3M
RFG Advisory, LLC 0.12% Add +1.1% 163,947 $6.2M
Keating Financial Advisory Services, Inc. 0.83% — 160,590 $6.1M
Mustard Seed Financial, LLC 3.84% Add +8.3% 160,260 $6.1M
North Capital, Inc. 5.24% Add +10.0% 159,458 $6.1M
SeedSafe Financial LLC 5.33% — 158,060 $6.0M
Patriot Financial Group Insurance Agency, LLC 0.71% No change 156,873 $6.0M
Syverson Strege & Co 1.40% Reduce -3.7% 155,674 $5.9M
FMB Wealth Management 2.33% Add +0.7% 154,947 $5.9M
Tillman Hartley LLC 1.47% Add +6.3% 153,797 $5.9M
Jackson Thornton Wealth Management, LLC 0.55% Add +5.7% 149,271 $5.8M
Market Street Wealth Management Advisors LLC 0.90% Reduce -0.6% 151,722 $5.8M
Forteris Wealth Management Inc. 5.68% — 151,498 $5.8M
Dodds Wealth, LLC 1.40% Add +0.4% 149,348 $5.7M
Lynx Investment Advisory 3.09% Add +2.9% 148,721 $5.7M
First Financial Group Corp 4.71% Add +5.1% 145,336 $5.5M
Cowa, LLC 1.68% Reduce -0.8% 144,588 $5.5M
Quad-Cities Investment Group, LLC 2.26% Add +4.5% 143,591 $5.5M
J. R. Prunier Capital Management LLC 2.27% — 143,238 $5.5M
Robinson Smith Wealth Advisors LLC 3.71% Reduce -6.0% 142,623 $5.4M
Sanctuary Advisors, LLC 0.03% Add +12.4% 137,673 $5.2M
Oceanside Advisors LLC 3.15% Reduce -0.1% 136,435 $5.2M
DBK Financial Counsel, LLC 3.97% Add +14.2% 135,604 $5.2M
Heritage Financial Services, LLC 0.42% Add +5.7% 133,568 $5.1M
Capstone Wealth Management, Inc. 4.42% — 131,334 $5.0M
Plan Group Financial, LLC 1.29% Reduce -22.9% 130,695 $5.0M
RBF Capital, LLC 0.23% No change 130,000 $5.0M
AdvisorNet Financial, Inc 0.26% Reduce -7.5% 128,254 $4.9M
Live Oak Private Wealth LLC 0.66% Add +7.5% 126,630 $4.8M
Newman Dignan & Sheerar, Inc. 0.99% Add +8.3% 124,601 $4.7M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -1.4% 123,563 $4.7M
Ausdal Financial Partners, Inc. 0.22% Add +51.5% 122,757 $4.7M
Trinity Financial Advisors LLC 1.28% Add +14.7% 120,283 $4.6M
PFG Advisors 0.22% Add +3.6% 120,171 $4.6M
Mach-1 Financial Group, LLC 0.93% New 119,083 $4.5M
SOL Capital Management CO 0.41% Add +2.6% 118,931 $4.5M
Redwood Park Advisors LLC 3.04% Add +16.0% 117,286 $4.5M
Ares Financial Consulting, LLC 4.23% — 116,444 $4.4M
CGN Advisors LLC 0.34% Add +8.8% 112,047 $4.3M
Sollinda Capital Management LLC 1.08% Reduce -11.2% 111,212 $4.2M
ERn Financial, LLC 0.80% Reduce -5.7% 111,151 $4.2M
Weinberger Asset Management, Inc 1.51% Reduce -4.0% 109,585 $4.2M
Pinnacle Financial Group, LLC / IL 1.20% Add +1.4% 108,194 $4.1M
APS Management Group, Inc. 3.52% Add +13.2% 107,875 $4.1M
City State Bank 1.11% Add +19.1% 106,394 $4.1M
Waterfront Wealth Inc. 0.77% Add +0.4% 100,726 $4.1M
Breakwater Capital Group 0.56% Add +124.5% 105,313 $4.0M
Versant Capital Management, Inc 0.49% Reduce -1.2% 102,406 $3.9M
Kilner Capital Advisors, LLC 3.71% — 102,016 $3.9M
CLG LLC 0.96% Add +9.2% 101,629 $3.9M
Broadhurst Jeffrey B 3.97% — 100,265 $3.8M
Optima Capital LLC 1.65% Add +0.7% 99,677 $3.8M
Signature Resources Capital Management, LLC 1.92% Reduce -0.9% 99,502 $3.8M
Walleye Partners, LLC 4.20% — 99,163 $3.8M
Capstone Wealth Management, LLC 2.73% Add +2.4% 98,176 $3.7M
Mutual Advisors, LLC 0.08% Add +0.5% 95,563 $3.6M
Saxony Capital Management, LLC 2.22% Add +1.8% 94,877 $3.6M
LaSalle St. Investment Advisors, LLC 0.58% Add +0.2% 94,706 $3.6M
DHJJ Financial Advisors, Ltd. 1.20% Add +10.8% 94,514 $3.6M
First National Bank Sioux Falls 1.08% Add +4.5% 94,472 $3.6M
Medallion Wealth Advisors, LLC 1.20% Reduce -9.0% 93,886 $3.6M
Timonier Family Office, LTD. 1.13% Reduce -14.0% 93,280 $3.6M
Axis Wealth Partners, LLC 1.95% Add +0.2% 92,556 $3.5M
Alkeme Wealth, LLC 1.49% Add +8.5% 92,073 $3.5M
Cardiff Park Advisors, LLC 0.29% Add +0.7% 91,640 $3.5M
Cascade Wealth Advisors, Inc 1.58% Add +20.2% 84,983 $3.4M
Advisory Services Network, LLC 0.05% New 89,568 $3.4M
Altiora Financial Group, LLC 0.58% Add +1.8% 88,579 $3.4M
J Hagan Capital, Inc. 1.86% New 88,324 $3.4M
Financial Plan, Inc. 0.38% — 87,172 $3.3M
Vantage Point Financial LLC 1.18% Reduce -2.1% 86,343 $3.3M
Approach Retirement Advisors, LLC 2.75% — 83,672 $3.2M
Parkwoods Wealth Partners, LLC 0.93% Add +89.8% 83,278 $3.2M
Financial Symmetry Inc 1.28% Reduce -2.2% 82,649 $3.1M
Morgan Stanley 0.00% Add +18.4% 81,257 $3.1M
Grunden Financial Advisory, Inc. 1.20% No change 80,668 $3.1M
Merit Financial Group, LLC 0.02% Reduce -64.0% 80,644 $3.1M
Firethorn Wealth Partners, LLC 1.14% Add +7.4% 80,030 $3.0M
Integrity Investment Advisors, LLC 1.65% Add +96.2% 78,820 $3.0M
Magnolia Private Wealth, LLC 2.09% Add +0.7% 78,437 $3.0M
Daner Wealth Management, LLC 1.83% Add +2.9% 71,707 $3.0M
Integrity Wealth Solutions LLC 1.18% Add +5.3% 78,175 $3.0M
ARK & TLK Investments, LLC 0.81% Reduce -15.1% 77,585 $3.0M
Redmont Wealth Advisors LLC 4.47% Add +12.9% 77,382 $2.9M
Cloud Capital Management, LLC 1.36% Add +19.9% 75,715 $2.9M
Capital Investment Advisory Services, LLC 0.20% Reduce -19.8% 74,766 $2.8M
Shearwater Capital LLC 1.63% Reduce -8.5% 74,708 $2.8M
55 North Private Wealth, LLC 0.75% — 74,308 $2.8M
Quarry Hill Advisors, LLC 1.31% Reduce -0.6% 73,812 $2.8M
IFP Advisors, Inc 0.06% Reduce -0.7% 73,133 $2.8M
Lauterbach Financial Advisors, LLC 1.36% Reduce -1.1% 72,888 $2.8M
Semitam Bonam LLC 2.30% Add +9.8% 72,562 $2.8M
Strategic Investment Solutions, Inc. 0.66% Reduce -11.2% 72,030 $2.7M
AQR Capital Management 0.00% Add +23.7% 71,959 $2.7M
Greenspring Advisors, LLC 0.17% Add +81.7% 71,001 $2.7M
Harbor Asset Planning, Inc. 2.31% Add +3.0% 70,849 $2.7M
Red Lighthouse Investment Management, LLC 0.96% Reduce -1.4% 70,340 $2.7M
Lodestone Wealth Management LLC 1.09% Add +0.6% 70,122 $2.7M
American Investment Services, Inc. 0.62% Add +5.2% 69,901 $2.7M
Factor Wealth Management LTD 0.57% Reduce -4.5% 69,576 $2.7M
SwitchPoint Financial Planning, LLC 1.85% Reduce -0.5% 69,460 $2.6M
Poinciana Advisors Group, LLC 2.08% Add +8.3% 69,337 $2.6M
HFG Wealth Management, LLC 1.46% Add +4.3% 69,282 $2.6M
Savvy Advisors, Inc. 0.08% Add +24.4% 67,872 $2.6M
Financial Connections Group, Inc. 0.89% Add +399.6% 67,746 $2.6M
Rather & Kittrell, Inc. 0.41% Add +5.3% 67,629 $2.6M
Pacific Asset Management, LLC 1.54% Reduce -4.4% 67,162 $2.6M
Capstone Financial Advisors, Inc. 0.14% Reduce -1.3% 67,115 $2.6M
Moneta Group Investment Advisors LLC 0.02% Add +6.7% 67,038 $2.6M
Invst, LLC 0.28% Add +15.0% 66,700 $2.5M
Spire Wealth Management 0.08% Add +1.4% 66,399 $2.5M
First PREMIER Bank 0.57% Add +28.6% 65,494 $2.5M
Powerhouse Assets LLC 2.15% — 64,070 $2.4M
Burton Enright Welch 0.34% Reduce -1.7% 62,784 $2.4M
FineMark National Bank & Trust 0.07% Add +23.2% 60,751 $2.3M
Wescott Financial Advisory Group, LLC 0.20% Add +0.2% 59,577 $2.3M
Vestment Financial LLC 1.16% Reduce -4.2% 57,062 $2.2M
Melfa Wealth Management, Inc. 1.29% Add +3.4% 58,630 $2.2M
Investmark Advisory Group LLC 0.95% Add +4.2% 58,294 $2.2M
Summit Financial, LLC 0.03% Add +0.4% 58,161 $2.2M
Capital Analysts, LLC 0.06% Add +43.8% 58,039 $2.2M
Level Wealth Management LLC 1.11% Reduce -2.4% 56,801 $2.2M
Quantinno Capital Management LP 0.00% Add +50.7% 56,482 $2.2M
Kane Co Wealth Management, Inc. 1.84% — 54,668 $2.1M
Boyce & Associates Wealth Consulting, Inc. 1.75% Add +9.4% 54,653 $2.1M
Eaton-Cambridge Inc. 0.68% Reduce -6.7% 54,649 $2.1M
Compass Financial Group, INC 0.29% Add +13.6% 53,368 $2.0M
Sei Investments Co. 0.00% Add +35.1% 52,990 $2.0M
Integrated Advisors Network LLC 0.09% Reduce -0.4% 52,728 $2.0M
Summit Wealth Group LLC / Co. 0.26% Add +12490.5% 51,747 $2.0M
Rehmann Capital Advisory Group 0.10% Reduce -5.7% 50,679 $1.9M
Cypress Point Wealth Management, LLC 0.42% Add +4.7% 50,390 $1.9M
Heritage Wealth Management, Inc. 1.24% Add +1.7% 50,361 $1.9M
Wealth Advisors Northwest LLC 0.85% Reduce -5.0% 50,202 $1.9M
Avidian Wealth Enterprises, LLC 0.07% No change 50,110 $1.9M
CarsonAllaria Wealth Management, Ltd. 0.95% Add +0.3% 50,013 $1.9M
Arnold Financial Planning LLC 1.96% — 49,976 $1.9M
Krilogy Financial LLC 0.06% Add +5.4% 47,194 $1.9M
Wealthfront Advisers LLC 0.00% Add +10.3% 48,818 $1.9M
Concord Wealth Partners 0.24% Reduce -0.7% 48,755 $1.9M
Mgo One Seven LLC 0.04% Reduce -6.8% 47,600 $1.8M
GWN Securities Inc. 0.36% Add +5.7% 47,038 $1.8M
Life Planning Partners, Inc 1.36% Reduce -15.4% 46,732 $1.8M
Arcadia Wealth Management, LLC 0.66% Reduce -4.4% 46,484 $1.8M
Washington Trust Advisors, Inc. 0.13% Add +28.0% 45,486 $1.7M
Park Avenue Securities LLC 0.01% Add +65.0% 45,289 $1.7M
Global Retirement Partners, LLC 0.03% Add +44.4% 45,039 $1.7M
Legacy Capital Wealth Partners, LLC 0.36% Add +26.0% 44,456 $1.7M
Peapack Gladstone Financial Corp. 0.02% Add +24.9% 44,267 $1.7M
Maridea Wealth Management LLC 0.25% Add +27.6% 43,978 $1.7M
Leading Edge Financial Planning LLC 0.38% Reduce -0.3% 43,787 $1.7M
International Private Wealth Advisors LLC 1.05% Add +29.6% 43,768 $1.7M
SMI Advisory Services, LLC 0.28% New 41,335 $1.6M
Elevate Wealth Advisory, Inc. 1.11% Reduce -1.1% 42,773 $1.6M
Quadrature Capital Ltd 0.02% New 41,908 $1.6M
Heritage Investment Group, Inc. 0.24% No change 41,445 $1.6M
Cwm, LLC 0.00% Add +744.3% 41,246 $1.6M
Mraz, Amerine & Associates, Inc. 0.23% Reduce -0.6% 41,022 $1.6M
Meritas Wealth Management, LLC 0.73% No change 40,093 $1.5M
XY Planning Network, Inc. 0.26% Add +28.5% 39,474 $1.5M
G2 Capital Management, LLC / Oh 0.36% Add +4.5% 39,299 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -0.7% 39,108 $1.5M
Global Financial Private Client, LLC 0.52% Add +4.4% 38,967 $1.5M
USAdvisors Wealth Management, LLC 0.48% Add +2.7% 38,530 $1.5M
Keel Point, LLC 0.09% Add +4.4% 38,234 $1.5M
J. Derek Lewis & Associates Inc. 0.34% — 38,008 $1.4M
Diversify Advisory Services, LLC 0.05% New 36,589 $1.4M
WMS Group LLC 1.84% — 37,923 $1.4M
Forum Financial Management, LP 0.02% Add +4.5% 37,851 $1.4M
Foundations Investment Advisors, LLC 0.02% Reduce -3.9% 37,740 $1.4M
Larry Mathis Financial Planning, LLC 1.27% — 37,676 $1.4M
Pettinga Financial Advisors LLC 0.27% Add +21.3% 37,570 $1.4M
Walter & Keenan Wealth Management LLC /in/ 0.38% Add +43.4% 37,006 $1.4M
Foundry Financial LLC 0.73% — 36,658 $1.4M
NewEdge Wealth, LLC 0.02% Add +11.1% 36,634 $1.4M
Woodside Wealth Management LLC 1.03% Add +17.1% 36,190 $1.4M
Olistico Wealth, LLC 0.67% New 35,987 $1.4M
Infinity Wealth Counsel, LLC 1.24% Add +7.4% 35,675 $1.4M
IFG Advisory, LLC 0.06% Reduce -17.4% 34,981 $1.3M
Vestia Personal Wealth Advisors 0.68% Add +0.8% 33,779 $1.3M
Seneschal Advisors, LLC 0.97% Add +19.2% 34,510 $1.3M
Strategent Financial, LLC 0.82% No change 34,146 $1.3M
Longview Financial Advisors LLC 0.72% Reduce -1.2% 34,048 $1.3M
Abel Hall, LLC 0.30% Reduce -5.7% 34,030 $1.3M
MLG Wealth Management DBA Pine Grove Financial Group 0.15% — 33,089 $1.3M
Private Trust Co. NA 0.11% Add +12.0% 33,038 $1.3M
Lam Group, Inc. 0.72% Reduce -10.5% 32,880 $1.3M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.97% — 32,860 $1.3M
Asset Dedication, LLC 0.08% Add +24.7% 32,563 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +4.6% 32,456 $1.2M
KPP Advisory Services LLC 0.18% New 31,953 $1.2M
SLT Holdings LLC 0.80% Reduce -0.7% 31,570 $1.2M
Demming Financial Services Corp. 0.90% — 31,534 $1.2M
WealthSpring Partners, LLC 1.23% — 31,450 $1.2M
Scratch Capital LLC 0.78% Add +1.9% 31,408 $1.2M
Meridian Wealth Management, LLC 0.04% Add +175.3% 31,390 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -24.5% 31,061 $1.2M
Ballentine Capital Advisors, Inc 0.50% Reduce -4.6% 30,892 $1.2M
Ballast Rock Private Wealth LLC 0.73% — 30,717 $1.2M
Second Half Financial Partners, LLC 0.52% Reduce -0.1% 30,643 $1.2M
Riverchase Wealth Management, LLC 0.63% Add +0.7% 30,585 $1.2M
Shore Point Advisors, LLC 0.48% Reduce -3.5% 29,980 $1.1M
Thoroughbred Financial Services, LLC 0.07% Add +9.9% 29,930 $1.1M
Darden Wealth Group Inc 0.55% Reduce -18.2% 29,670 $1.1M
Pillar Financial Advisors, LLC 0.68% Reduce -1.8% 29,541 $1.1M
Squire Investment Management Company, LLC 0.34% Add +1.3% 29,303 $1.1M
Vestmark Advisory Solutions, Inc. 0.02% Add +343.9% 29,278 $1.1M
Crescent Grove Advisors, LLC 0.11% Add +67.7% 29,112 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Reduce -2.8% 28,887 $1.1M
Samalin Investment Counsel, LLC 0.39% Add +5.5% 28,676 $1.1M
Diversified Trust Co. 0.02% New 28,331 $1.1M
Acorn Wealth Advisors, LLC 0.32% Reduce -1.9% 28,293 $1.1M
Topsail Wealth Management, LLC 0.16% Add +0.2% 28,250 $1.1M
Passive Capital Management, LLC. 0.33% Reduce -3.4% 27,547 $1.0M
Graves Light Lenhart Wealth, Inc. 0.11% Add +0.3% 27,298 $1.0M
Comerica Bank 0.00% Reduce -11.4% 27,207 $1.0M
Balanced Rock Investment Advisors LLC 0.73% Reduce -0.6% 27,129 $1.0M
BAM Wealth Management, LLC 0.74% Reduce -12.9% 27,012 $1.0M
Arbor Investment Advisors, LLC 0.14% New 26,998 $1.0M
Tranquility Partners, LLC 0.37% Reduce -5.8% 26,923 $1.0M
Montis Financial, LLC 0.20% Add +3.0% 26,009 $991K
Bryant Woods Investment Advisors, LLC 0.37% Add +0.6% 25,288 $964K
Marshall Financial Group, LLC 0.19% Reduce -4.1% 25,262 $963K
Eldridge Investment Advisors, Inc. 0.21% Reduce -1.0% 25,065 $955K
Barrett & Company, Inc. 0.32% Reduce -3.1% 25,058 $955K
O'shaughnessy Asset Management, LLC 0.01% Add +37.9% 24,643 $939K
Level Four Advisory Services, LLC 0.03% Add +5.5% 24,576 $937K
Beverly Hills Private Wealth, LLC 0.16% Reduce -2.0% 24,175 $921K
FourThought Financial Partners, LLC 0.08% New 24,067 $917K
Sterling Wealth Management, Inc. 0.26% Add +0.1% 24,031 $916K
PCA Investment Advisory Services Inc. 0.32% Add +23.9% 23,960 $913K
Sensenig Capital Advisors, Inc 0.92% — 23,794 $907K
JDH Wealth Management, LLC 0.62% Reduce -6.3% 23,781 $906K
Collective Family Office LLC 0.21% Add +13.3% 23,655 $902K
Landmark Wealth Management, Inc. 0.34% Reduce -0.4% 23,650 $901K
BOS Asset Management, LLC 0.24% Add +0.1% 23,447 $894K
Entelevest, LLC 0.90% — 22,842 $871K
VSM Wealth Advisory, LLC 0.25% Add +0.1% 22,049 $840K
Porter White Investment Advisors, Inc. 0.34% Add +0.3% 21,692 $827K
Professional Financial Solutions LLC 0.77% — 21,512 $820K
DiNuzzo Private Wealth, Inc. 0.09% Add +0.2% 21,161 $806K
Independent Financial Group, LLC 0.02% Reduce -19.4% 20,858 $795K
Pinnacle Financial Partners, Inc. 0.01% — 20,857 $795K
WMG Financial Advisors, LLC 0.33% Reduce -5.9% 20,818 $793K
Salem Investment Counselors Inc. 0.02% Add +2.8% 20,569 $784K
Klaas Financial Asset Advisors, LLC 0.11% New 19,984 $762K
Financial Synergies Wealth Advisors, Inc. 0.07% Add +0.1% 19,926 $759K
Roundview Capital LLC 0.05% Add +0.0% 19,799 $755K
Kaufman Rossin Wealth, LLC 0.39% Add +0.1% 19,770 $753K
Darrow Company, Inc. 0.34% Reduce -8.2% 19,654 $749K
GTS Securities LLC 0.03% New 19,600 $747K
Francis Financial, Inc. 0.14% No change 18,901 $720K
Stock Yards Bank & Trust Co. 0.02% Reduce -12.5% 18,861 $719K
Wealth Architects, LLC 0.06% Add +3.9% 18,810 $717K
Eastover Investment Advisors LLC 0.31% No change 18,777 $716K
Cambridge Financial Group, LLC 0.24% Add +1.9% 20,631 $699K
Gemmer Asset Management LLC 0.05% Reduce -0.5% 18,249 $695K
Wealthcare Advisory Partners LLC 0.01% Add +29.7% 18,153 $692K
Pinnacle Family Advisors, LLC 0.30% Add +2.4% 18,021 $687K
SWF LLC 0.07% Add +41.8% 17,918 $683K
Johnson Financial Group, LLC 0.04% New 17,854 $680K
Foundation Wealth Management, LLC\PA 0.24% No change 17,547 $669K
Kovack Advisors, Inc. 0.03% New 17,478 $666K
Silver Grove Financial Group, Inc. 0.57% No change 18,152 $660K
Lido Advisors, LLC 0.00% Add +12.8% 17,592 $658K
Morris Financial Concepts, Inc. 0.23% Add +0.1% 17,064 $650K
Raffa Wealth Management, LLC 0.10% Add +0.4% 16,586 $632K
Satovsky Asset Management LLC 0.12% Add +76.6% 16,468 $628K
RCS Financial Planning, LLC 0.27% Reduce -1.2% 16,359 $623K
CWS Financial Advisors, LLC 0.17% New 16,354 $623K
Sterneck Capital Management, LLC 0.28% No change 16,270 $620K
Seed Wealth Management, Inc. 0.42% Reduce -1.9% 16,070 $612K
Wheels Up Wealth, Inc. 0.57% — 15,965 $608K
Visionary Horizons, LLC 0.31% Add +91.5% 15,776 $601K
Gradient Capital Advisors, LLC 0.15% No change 15,771 $601K
ATLas Financial Planning LLC 0.59% — 15,666 $597K
Rialto Wealth Management, LLC 0.14% Reduce -3.2% 15,553 $593K
Studio Investment Management LLC 0.11% Reduce -1.4% 15,417 $588K
Benson Investment Management Company, Inc. 0.21% Add +16.7% 15,378 $586K
Strathmore Capital Advisors, Inc. 0.19% New 15,113 $576K
Silver Oak Securities, Incorporated 0.04% Add +6.4% 15,027 $576K
AssuredPartners Investment Advisors, LLC 0.09% Add +0.7% 15,048 $573K
Cypress Wealth Services, LLC 0.08% Reduce -2.7% 14,744 $562K
Keybank National Association 0.00% New 14,627 $557K
Tru Independence Asset Management 2, LLC 0.35% Reduce -13.7% 14,546 $554K
Tassel Capital Management, Inc. 0.33% Reduce -8.0% 14,379 $548K
L.K. Benson & Company, P.C. 0.27% Add +27.2% 14,289 $545K
Ballast Financial Advisors LLC 0.56% — 14,279 $544K
Integrated Wealth Concepts LLC 0.01% Reduce -78.2% 14,205 $541K
Canvas Wealth Advisors, LLC 0.09% Add +7.4% 14,092 $537K
Quadcap Wealth Management, LLC 0.06% Add +0.0% 14,070 $536K
TCV Trust & Wealth Management, Inc. 0.04% Add +51.7% 13,695 $522K
IHT Wealth Management, LLC 0.01% New 13,440 $512K
Five Oceans Advisors 0.18% Reduce -0.6% 13,431 $512K
Stewardship Advisors, LLC 0.12% Reduce -2.0% 13,298 $507K
Faithward Advisors, LLC 0.07% Add +12.2% 13,266 $506K
Essex Financial Services, Inc. 0.03% Add +30.9% 13,246 $505K
Triad Wealth Partners, LLC 0.05% Add +15.8% 13,182 $502K
Archer Investment Management, LLC 0.27% Reduce -12.7% 13,182 $502K
Cibc World Market Inc. 0.00% New 13,104 $499K
Ameriprise Financial Inc. 0.00% New 13,074 $498K
Perennial Investment Advisors, LLC 0.04% No change 13,061 $498K
Lexington Hill Partners, LLC 0.37% — 13,002 $496K
Cullen/Frost Bankers, Inc. 0.01% No change 12,939 $493K
Tilia Fiduciary Partners, Inc. 0.27% Reduce -0.9% 12,936 $493K
C M Bidwell & Associates Ltd. 0.23% Reduce -2.0% 12,897 $492K
Vistica Wealth Advisors, LLC 0.49% — 12,845 $490K
Forthright Family Wealth Advisory LLC 0.30% Add +2.0% 12,590 $480K
Baker Tilly Wealth Management, LLC 0.12% Reduce -38.9% 12,464 $475K
Lakeridge Wealth Management LLC 0.21% Add +3.5% 12,355 $471K
Tyche Wealth Partners LLC 0.07% Reduce -0.9% 12,346 $471K
Ritholtz Wealth Management 0.01% New 12,320 $470K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -63.0% 12,041 $459K
Emprise Bank 0.19% Reduce -5.7% 11,872 $452K
M Holdings Securities, Inc. 0.03% Add +0.6% 11,684 $445K
Donalies Financial Planning, LLC 0.38% — 11,665 $445K
Soltis Investment Advisors LLC 0.03% Add +0.7% 11,588 $442K
Investment Advisory Group, LLC 0.11% Reduce -0.4% 11,585 $442K
Cherry Tree Wealth Management, LLC 0.09% No change 11,414 $435K
HMV Wealth Advisors, LLC 0.22% Reduce -0.8% 11,405 $435K
UNIVEST FINANCIAL Corp 0.02% No change 11,222 $428K
Assetmark, Inc. 0.00% Reduce -5.4% 11,184 $426K
Stratos Investment Management, LLC 0.02% Add +0.3% 11,178 $426K
Blue Trust, Inc. 0.00% Add +341.8% 10,887 $415K
Williams & Novak, LLC 0.31% Add +5.8% 10,867 $414K
Cary Street Partners Investment Advisory LLC 0.11% No change 10,794 $411K
Transcend Capital Advisors, LLC 0.03% No change 10,734 $409K
Tiaa Trust, National Association 0.00% Add +17.7% 10,680 $407K
Core Wealth Management, Inc. 0.13% No change 10,599 $404K
Citadel Advisors 0.00% Reduce -98.7% 10,443 $398K
BlackRock, Inc. 0.00% New 10,352 $395K
Retirement Planning Group, LLC 0.01% Add +0.7% 10,240 $390K
Narus Financial Partners, LLC 0.11% No change 10,231 $390K
Burney Co./ 0.01% Reduce -2.2% 10,118 $386K
AlphaCore Capital LLC 0.01% No change 10,115 $385K
Beacon Financial Advisory LLC 0.09% Add +3.2% 9,978 $380K
Longview Financial Advisors, Inc. 0.25% No change 9,827 $375K
Dixon Fnancial Services, Inc. 0.16% Add +2.7% 9,695 $369K
Vigil Wealth Management, LLC 0.31% — 9,656 $368K
Vawter Financial, Ltd. 0.16% Add +0.0% 9,646 $368K
Ameritas Advisory Services, LLC 0.01% Reduce -89.9% 9,594 $366K
Sprinkle Financial Consultants LLC 0.19% Add +0.7% 9,592 $366K
Ruedi Wealth Management, Inc. 0.10% Reduce -31.1% 9,588 $365K
Clear Investment Research, LLC 0.60% Reduce -5.5% 9,547 $364K
Wells Fargo & Company 0.00% Add +130.7% 9,507 $362K
Signal Advisors Wealth, LLC 0.03% New 9,472 $361K
Entrust Financial LLC 0.27% — 9,404 $358K
RS Crum Inc. 0.07% Add +0.1% 9,383 $358K
Cardinal Point Capital Management ULC 0.02% Add +0.7% 9,367 $357K
Compound Planning, Inc. 0.01% Reduce -21.3% 9,324 $355K
Bright Futures Wealth Management, LLC. 0.26% Add +7.6% 9,284 $354K
Millington Financial Advisors, LLC 0.16% New 8,611 $352K
K2 Financial Inc. 0.27% Add +0.6% 8,950 $348K
Bank of New York Mellon Corp 0.00% Reduce -2.9% 9,092 $347K
US Bancorp \de 0.00% Add +14.1% 9,084 $346K
Harbour Investments, Inc. 0.01% Reduce -7.1% 9,080 $346K
KM Capital Management Ltd. 0.17% Add +0.5% 8,956 $341K
marrick wealth, LLC 0.28% — 8,934 $340K
Janney Montgomery Scott LLC 0.00% Add +8.6% 8,912 $340K
Hanover Advisors Inc. 0.13% Add +9.6% 8,892 $339K
Bayshore Asset Management, LLC 0.14% Add +5.5% 8,873 $338K
Atlas Legacy Advisors, LLC 0.06% No change 8,810 $336K
Evolve Private Wealth, LLC 0.02% — 8,810 $336K
Prosperity Advisers, LLC 0.28% — 8,752 $334K
Stone Summit Wealth LLC 0.09% Reduce -1.3% 8,657 $330K
Wall Capital Group, Inc. 0.30% — 8,360 $319K
Beacon Financial Strategies CORP 0.18% Add +0.0% 8,288 $316K
Tableaux LLC 0.22% Reduce -50.0% 8,284 $316K
Modern Wealth Management, LLC 0.01% New 8,252 $314K
Parallel Advisors, LLC 0.01% Reduce -2.1% 8,204 $313K
Elevation Wealth Partners, LLC 0.11% Reduce -40.3% 8,167 $311K
Smithfield Trust Co 0.01% Add +5.2% 8,100 $308K
Qube Research & Technologies Ltd 0.00% Add +5154.3% 8,039 $306K
Balance Wealth Partners LLC 0.10% Reduce -4.8% 8,020 $306K
Ariadne Wealth Management, LP 0.13% Add +0.9% 7,336 $304K
AIMZ Investment Advisors, LLC 0.09% New 7,968 $304K
Financial Harvest, LLC 0.19% Reduce -0.7% 7,909 $301K
Principal Securities, Inc. 0.00% Reduce -6.3% 7,750 $295K
Vertex Planning Partners, LLC 0.07% Add +24.2% 7,668 $292K
Frazier Financial Advisors, LLC 0.17% No change 7,626 $291K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.5% 7,544 $288K
Warwick Investment Management, Inc. 0.04% Add +0.6% 7,460 $284K
Voisard Asset Management Group, Inc. 0.06% Add +4.4% 7,339 $280K
Steward Partners Investment Advisory, LLC 0.00% Add +1.0% 7,314 $279K
KFG Wealth Management, LLC 0.04% Add +0.3% 7,296 $278K
Platt Wealth Management LLC 0.27% — 7,278 $277K
Total Clarity Wealth Management, Inc. 0.07% New 7,265 $277K
Orcam Financial Group 0.21% No change 7,262 $277K
Hartmann Taylor Wealth Management, LLC 0.19% No change 7,205 $275K
Naples Global Advisors, LLC 0.02% No change 7,200 $274K
Certuity, LLC 0.02% No change 7,177 $274K
Disciplined Investors, L.L.C. 0.18% Reduce -1.7% 7,130 $272K
Maripau Wealth Management LLC 0.12% New 7,079 $270K
Cogent Strategic Wealth LLC 0.29% — 6,707 $268K
JM2 Capital Inc. 0.21% — 7,002 $267K
WorthPointe, LLC 0.07% Add +24.8% 6,941 $265K
Vestor Capital, LLC 0.02% Add +72.2% 11,686 $259K
Freedom Financial Partners LLC 0.09% Reduce -1.4% 6,771 $258K
Bay Capital Advisors, LLC 0.16% Add +0.1% 6,698 $255K
Integrity Alliance, Llc. 0.01% New 6,603 $252K
Optivise Advisory Services LLC 0.14% No change 6,572 $250K
James J. Burns & Company, LLC 0.03% Add +7.5% 6,561 $250K
Novak & Powell Financial Services, Inc. 0.13% No change 6,537 $249K
OMNI 360 Wealth, Inc. 0.12% No change 6,175 $244K
Opus Financial Solutions LLC 0.22% — 6,039 $230K
Cannon Financial Strategists, Inc. 0.03% No change 5,997 $229K
Sepio Capital, LP 0.01% Reduce -19.6% 5,976 $228K
BSW Wealth Partners 0.03% No change 5,774 $220K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.07% New 5,671 $216K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -8.1% 5,656 $216K
Allstreet Capital Advisors LLC 0.16% — 5,627 $214K
Russell Investments Group, Ltd. 0.00% Add +3184.7% 5,584 $213K
Simplicity Wealth,LLC 0.01% New 5,560 $212K
Evergreen Capital Management LLC 0.00% No change 5,520 $210K
Ascent Group, LLC 0.01% No change 5,503 $210K
Hazlett, Burt & Watson, Inc. 0.07% Add +11.4% 5,499 $209K
Bannerstone Capital Management, LLC 0.20% — 5,439 $207K
CoreCap Advisors, LLC 0.01% Add +6.2% 5,406 $206K
Fairscale Capital, LLC 0.13% Add +16.3% 4,949 $189K
Sittner & Nelson, LLC 0.06% No change 4,409 $180K
Pinney & Scofield, Inc. 0.10% Add +0.5% 4,509 $172K
Wellington-Altus USA Inc. 0.12% — 4,145 $158K
Lanark Financial, Inc. 0.01% Add +27.1% 3,951 $151K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,908 $149K
Kings Path Partners LLC 0.05% Add +0.5% 3,538 $135K
Nalls Sherbakoff Group, LLC 0.09% Add +0.5% 3,381 $129K
Cary Street Partners Financial LLC 0.00% Add +5.9% 3,354 $128K
Colonial Trust Co / SC 0.01% Add +18.3% 2,859 $109K
PNC Financial Services Group, Inc. 0.00% No change 2,807 $107K
Orion Capital Management LLC 0.03% No change 2,526 $96K
Tradewinds Capital Management, LLC 0.02% New 2,424 $92K
National Bank of Canada 0.00% Add +493.6% 2,333 $89K
Flagship Harbor Advisors, LLC 0.00% New 2,327 $89K
Phillips Financial Management, LLC 0.01% Add +0.4% 2,322 $89K
Hantz Financial Services, Inc. 0.00% Add +23.6% 2,314 $88K
Planning Project LLC 0.02% — 2,072 $79K
Geneos Wealth Management Inc. 0.00% No change 1,900 $72K
Fortitude Family Office, LLC 0.02% Add +0.1% 1,817 $69K
Triumph Capital Management 0.01% New 1,795 $68K
Wealth Preservation Advisors, LLC 0.03% No change 1,759 $67K
Rossby Financial, LCC 0.02% No change 1,747 $67K
UMB Bank, n.a. 0.00% New 1,590 $61K
Wealth Enhancement Trust Services, Inc. 0.01% — 1,553 $59K
CX Institutional 0.00% Reduce -17.6% 1,522 $58K
Parkside Financial Bank & Trust 0.00% Add +0.7% 1,521 $58K
Global Trust Asset Management, LLC 0.02% Reduce -73.6% 1,452 $55K
Bessemer Group Inc. 0.00% No change 1,339 $51K
Steigerwald, Gordon & Koch Inc. 0.00% No change 1,204 $46K
Fort Vancouver Investment Management, LLC 0.02% Reduce -50.6% 1,180 $45K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,120 $43K
Richards, Merrill & Peterson, Inc. 0.01% New 844 $32K
Wellington Grp LLC 0.01% — 841 $32K
Jones Financial Companies LLLP 0.00% New 840 $32K
RHL Group, LLC 0.02% — 779 $30K
MPWM Advisory Solutions, LLC 0.02% No change 730 $28K
Benson Wealth Management INC 0.03% — 730 $28K
Godfrey Financial Associates, Inc. 0.02% — 681 $26K
Howe & Rusling Inc. 0.00% No change 598 $23K
SJS Investment Consulting Inc. 0.00% No change 467 $18K
Dunhill Financial, LLC 0.01% No change 430 $16K
Anfield Capital Management, LLC 0.00% No change 410 $16K
HHM Wealth Advisors, LLC 0.00% No change 348 $13K
Biltmore Family Office, LLC 0.00% No change 340 $13K
Oakworth Capital, Inc. 0.00% No change 326 $12K
Quent Capital, LLC 0.00% Add +9.3% 246 $9K
Coston, McIsaac & Partners 0.00% New 219 $8K
Motiv8 Investments LLC 0.00% New 178 $7K
Strategic Wealth Partners, Ltd. 0.00% New 150 $6K
Creative Capital Management Investments LLC 0.00% Reduce -41.4% 146 $6K
Spurstone Advisory Services, LLC 0.08% No change 134 $5K
EverSource Wealth Advisors, LLC 0.00% No change 130 $5K
Fifth Third Bancorp 0.00% Reduce -98.3% 99 $4K
Farmers & Merchants Investments Inc. 0.00% New 96 $4K
MCF Advisors LLC 0.00% New 85 $3K
Align Financial, LLC 0.00% — 2,172 $2K
Creative Financial Designs Inc. 0.00% No change 52 $2K
Cranbrook Wealth Management, LLC 0.00% No change 31 $1K
West Financial Advisors, LLC 0.00% No change 8 $305
Lloyd Advisory Services, LLC. 0.00% New 6 $212
JNBA Financial Advisors 0.00% New 4 $157
Sound Income Strategies, LLC 0.00% No change 1 $40

"% of holder's portfolio" is DFAI's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.