Dimensional InternationalDFICETF
13F holders, Q2 2024 (June 30)332holders +14
25new positions
17sold out
2famous investors
$26.23avg. 13F price*
At the end of Q2 2024, 332 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 14 from Q1 2024. 25 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($625.4M), Mercer Global Advisors Inc. ($608.2M) and Forum Financial Management, LP ($401.0M). 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
- 25434V799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $28.9M |
| Exits | 17 | $20.4M |
All 13F filers, Q1 2024 → Q2 2024: 20,996,430 shares bought and 4,053,035 shares sold, net +16,943,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| Envestnet Asset Management Inc. | 0.22% | Add +10.9% | 23,786,933 | $625.4M |
| Mercer Global Advisors Inc. | 1.66% | Add +9.7% | 23,333,218 | $608.2M |
| Forum Financial Management, LP | 7.26% | Reduce -4.5% | 15,253,241 | $401.0M |
| Evensky & Katz LLC | 10.51% | Add +3.4% | 5,742,808 | $151.0M |
| RW Investment Management LLC | 16.75% | Add +3.5% | 4,712,200 | $123.9M |
| HighTower Advisors, LLC | 0.19% | Add +3.9% | 4,553,446 | $119.7M |
| Pathstone Holdings, LLC | 0.43% | Reduce -0.4% | 3,593,442 | $94.5M |
| Summit Financial Strategies, Inc. | 11.54% | Add +1.8% | 3,530,233 | $92.8M |
| Jane Street Group, LLC | 0.10% | Add +1263.6% | 3,522,286 | $92.6M |
| Cannon Financial Strategists, Inc. | 15.38% | Add +5.8% | 3,068,760 | $80.7M |
| Savant Capital, LLC | 0.80% | Add +83.1% | 3,035,937 | $79.8M |
| Awm Capital, LLC | 10.55% | Add +5.9% | 2,641,316 | $69.4M |
| JMG Financial Group, Ltd. | 2.45% | Add +16.7% | 2,490,931 | $65.5M |
| Miramar Fiduciary Corp | 56.13% | Reduce -13.7% | 2,375,666 | $62.5M |
| Bridgewater Advisors Inc. | 7.11% | Add +7.4% | 2,166,351 | $57.4M |
| WPWealth LLP | 13.54% | Add +7.4% | 2,133,182 | $56.1M |
| Hill Investment Group Partners, LLC | 7.45% | Add +3.8% | 2,051,866 | $55.3M |
| Truepoint, Inc. | 1.49% | Reduce -0.4% | 1,986,476 | $52.2M |
| LPL Financial LLC | 0.03% | Add +5.6% | 1,978,556 | $52.0M |
| Syverson Strege & Co | 17.35% | Add +3.2% | 1,936,816 | $50.9M |
| Elser Financial Planning, Inc | 7.85% | — | 1,787,696 | $47.0M |
| Apella Capital, LLC | 2.07% | Add +53.3% | 1,741,482 | $46.3M |
| Baird Financial Group, Inc. | 0.09% | Add +0.4% | 1,700,213 | $44.7M |
| Millburn Ridgefield LLC | 1.15% | Add +5.3% | 1,634,033 | $43.0M |
| Catalyst Capital Advisors LLC | 0.99% | Add +5.3% | 1,634,033 | $43.0M |
| Park Avenue Securities LLC | 0.51% | Add +11.2% | 1,574,874 | $41.4M |
| SJS Investment Consulting Inc. | 7.84% | Add +8.3% | 1,540,310 | $40.5M |
| Great Waters Wealth Management | 6.14% | Reduce -7.9% | 1,529,266 | $40.2M |
| Asset Dedication, LLC | 2.69% | Add +25.7% | 1,474,177 | $38.8M |
| DiNuzzo Private Wealth, Inc. | 5.17% | Add +0.3% | 1,458,247 | $38.3M |
| Rather & Kittrell, Inc. | 10.41% | Add +15.4% | 1,438,489 | $37.8M |
| Brighton Jones LLC | 1.25% | Add +7.6% | 1,436,691 | $37.8M |
| True Wealth Design, LLC | 9.07% | Add +1.5% | 1,395,998 | $36.7M |
| Kooman & Associates | 14.13% | Add +2.4% | 1,336,716 | $35.1M |
| Phillips Financial Management, LLC | 2.87% | Add +10.5% | 1,325,602 | $34.9M |
| Stordahl Capital Management, Inc. | 8.54% | Add +1.5% | 1,297,726 | $34.1M |
| Rockwood Wealth Management, LLC | 4.11% | Add +0.1% | 1,283,234 | $33.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.6% | 1,264,200 | $33.2M |
| Buckingham Strategic Wealth, LLC | 0.34% | Add +13.7% | 1,258,776 | $33.1M |
| Efficient Advisors, LLC | 2.15% | Reduce -0.6% | 1,258,511 | $33.1M |
| Mariner, LLC | 0.06% | Add +2.6% | 1,231,864 | $32.4M |
| Leading Edge Financial Planning LLC | 12.95% | Add +13.0% | 1,227,765 | $32.3M |
| Kestra Investment Management, LLC | 2.19% | — | 1,224,641 | $32.2M |
| Ullmann Wealth Partners Group, LLC | 4.49% | Add +5.5% | 1,197,675 | $31.5M |
| Your Advocates Ltd., LLP | 12.78% | Add +49.3% | 1,157,365 | $30.4M |
| Arden Trust Co | 4.12% | Reduce -14.0% | 1,122,643 | $29.5M |
| RS Crum Inc. | 7.63% | Reduce -0.0% | 1,107,446 | $29.1M |
| Betterment LLC | 0.07% | Add +27.4% | 1,085,052 | $28.5M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +90.7% | 1,076,357 | $28.3M |
| Wealthstream Advisors, Inc. | 9.68% | Add +4.6% | 1,006,420 | $26.5M |
| Jentner Corp | 8.56% | Add +15.1% | 980,489 | $25.8M |
| Alpha Financial Advisors, LLC | 12.23% | Add +1.7% | 966,338 | $25.4M |
| Vestmark Advisory Solutions, Inc. | 1.04% | Add +21.2% | 948,290 | $24.9M |
| NewEdge Advisors, LLC | 0.18% | Reduce -15.0% | 942,939 | $24.8M |
| Capstone Capital LLC | 22.03% | Add +2.5% | 937,417 | $24.6M |
| OneDigital Investment Advisors LLC | 0.30% | Add +22.6% | 920,657 | $24.2M |
| Eaton-Cambridge Inc. | 12.37% | Add +3.5% | 919,334 | $24.2M |
| Bank of America Corp. | 0.00% | Add +26.0% | 901,106 | $23.7M |
| ARK & TLK Investments, LLC | 8.48% | Add +4.9% | 862,188 | $22.7M |
| Freedom Investment Management, Inc. | 1.84% | Add +0.3% | 853,135 | $22.4M |
| Aspen Wealth Management LLC | 7.67% | Add +14.5% | 843,983 | $22.2M |
| Burton Enright Welch | 5.07% | Add +5.9% | 835,985 | $22.0M |
| Pinnacle Financial Group, LLC / IL | 9.14% | Add +1.8% | 813,308 | $21.4M |
| Market Street Wealth Management Advisors LLC | 3.58% | Add +4.1% | 793,919 | $20.9M |
| AdvisorNet Financial, Inc | 1.88% | Add +2.8% | 785,820 | $20.7M |
| Austin Wealth Management, LLC | 4.84% | Reduce -1.0% | 762,015 | $20.6M |
| Advisory Services & Investments, LLC | 14.34% | Add +1.4% | 784,755 | $20.6M |
| Arax Advisory Partners | 1.94% | Add +0.7% | 755,155 | $19.9M |
| Burney Co./ | 0.75% | Reduce -22.8% | 748,827 | $19.7M |
| Rockbridge Investment Management, LCC | 2.69% | Add +9.2% | 721,646 | $19.0M |
| Criterion Capital Advisors, LLC | 11.94% | Add +4.8% | 721,262 | $19.0M |
| DecisionPoint Financial, LLC | 6.16% | Add +60.6% | 676,667 | $18.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Add +1.4% | 698,784 | $18.4M |
| Evanson Asset Management, LLC | 1.34% | Add +6.4% | 690,653 | $18.2M |
| Krilogy Financial LLC | 1.31% | Add +14.0% | 673,015 | $17.7M |
| GeoWealth Management, LLC | 0.77% | Reduce -1.2% | 672,411 | $17.7M |
| Focus Partners Advisor Solutions, LLC | 0.46% | Add +51.1% | 670,410 | $17.6M |
| EnRich Financial Partners LLC | 6.44% | Add +5.6% | 667,681 | $17.6M |
| Straight Path Wealth Management | 8.64% | Add +12.4% | 639,906 | $16.8M |
| SC&H Financial Advisors, Inc. | 4.12% | Add +12.6% | 638,701 | $16.8M |
| Sageworth Trust Co | 1.04% | Add +0.4% | 625,252 | $16.4M |
| Vannoy Advisory Group, Inc. | 12.66% | Add +1.0% | 621,732 | $16.3M |
| Private Wealth Management Group, LLC | 6.78% | Add +7.0% | 595,078 | $15.6M |
| Blume Capital Management, Inc. | 3.76% | Reduce -0.3% | 591,362 | $15.5M |
| Lutz Financial Services LLC | 1.31% | Add +4.4% | 572,762 | $15.1M |
| Aveo Capital Partners, LLC | 1.70% | Add +0.0% | 571,472 | $15.0M |
| JPMorgan Chase & Co. | 0.00% | Add +61.1% | 565,477 | $14.9M |
| Studio Investment Management LLC | 3.36% | Add +4.5% | 561,609 | $14.8M |
| Greenspring Advisors, LLC | 3.55% | Add +5.5% | 561,068 | $14.8M |
| Mosaic Family Wealth Partners, LLC | 2.32% | Add +3.5% | 547,931 | $14.4M |
| HTG Investment Advisors, Inc. | 7.66% | Add +7.9% | 540,804 | $14.2M |
| Client 1ST Advisory Group, LLC | 6.11% | Add +1.8% | 539,467 | $14.2M |
| BCU Wealth Advisors, LLC | 10.42% | Add +16.8% | 537,059 | $14.1M |
| Waypoint Capital Advisors, LLC | 3.46% | Reduce -2.9% | 526,595 | $13.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.82% | Add +8.0% | 518,385 | $13.6M |
| Aire Advisors, LLC | 3.09% | Add +4.3% | 515,440 | $13.5M |
| Pine Harbor Wealth Management, LLC | 7.86% | Add +7.0% | 508,260 | $13.4M |
| Simplicity Wealth,LLC | 0.30% | New | 497,491 | $13.1M |
| Liberty Wealth Management LLC | 2.35% | Add +87.2% | 918,331 | $12.8M |
| Acorn Creek Capital LLC | 7.59% | Add +4.1% | 483,768 | $12.7M |
| Cambridge Financial Group, LLC | 5.73% | Add +4.9% | 476,773 | $12.5M |
| Creative Planning | 0.01% | Add +6.1% | 466,865 | $12.3M |
| Gemmer Asset Management LLC | 1.25% | Add +2.4% | 443,741 | $11.7M |
| Chicago Partners Investment Group LLC | 0.45% | Add +6.9% | 430,332 | $11.5M |
| Signature Resources Capital Management, LLC | 9.50% | Add +7.4% | 434,623 | $11.4M |
| One Degree Advisors Inc | 5.36% | Add +3.4% | 422,385 | $11.1M |
| Applied Capital LLC | 6.18% | Add +5.2% | 409,701 | $10.8M |
| RCS Financial Planning, LLC | 6.33% | Add +15.6% | 408,510 | $10.7M |
| Quarry Hill Advisors, LLC | 7.07% | Add +10.5% | 402,048 | $10.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +9.7% | 397,881 | $10.5M |
| Tillman Hartley LLC | 3.54% | Add +12.0% | 394,429 | $10.4M |
| Passive Capital Management, LLC. | 3.82% | Add +13.8% | 391,861 | $10.3M |
| Waypoint Wealth Partners Inc. | 3.00% | Reduce -11.5% | 390,210 | $10.3M |
| Citadel Advisors | 0.01% | Add +258.6% | 375,658 | $9.9M |
| American Investment Services, Inc. | 1.72% | Add +4.2% | 368,858 | $9.7M |
| PBMares Wealth Management LLC | 2.36% | Add +11.8% | 365,710 | $9.6M |
| VeraBank, N.A. | 2.97% | Add +3.1% | 363,578 | $9.6M |
| Hiley Hunt Wealth Management | 5.59% | Add +8.6% | 343,916 | $9.0M |
| Heritage Investment Group, Inc. | 1.22% | Add +8.9% | 336,824 | $8.9M |
| Abel Hall, LLC | 6.09% | Reduce -6.0% | 327,623 | $8.6M |
| Cypress Point Wealth Management, LLC | 4.04% | Add +9.1% | 324,600 | $8.5M |
| Ruedi Wealth Management, Inc. | 3.34% | Add +6.0% | 322,892 | $8.5M |
| LifeGuide Financial Advisors, LLC | 4.08% | Add +4.1% | 319,154 | $8.4M |
| Mattern Wealth Management LLC | 1.95% | Add +35.1% | 309,317 | $8.1M |
| Vestia Personal Wealth Advisors | 8.33% | — | 297,105 | $7.8M |
| Rehmann Capital Advisory Group | 0.56% | Add +2.5% | 296,586 | $7.8M |
| Cravens & Co Advisors, LLC | 5.55% | Add +7.5% | 284,457 | $7.5M |
| North Ridge Wealth Advisors, Inc. | 5.68% | Add +2.3% | 284,244 | $7.5M |
| Mills Wealth Advisors LLC | 5.20% | Add +13.4% | 276,944 | $7.3M |
| Physician Wealth Solutions Inc. | 5.11% | Add +21.5% | 272,252 | $7.2M |
| Trust Co of the South | 1.64% | Add +5.8% | 263,457 | $6.9M |
| Osaic Holdings, Inc. | 0.02% | Add +827.3% | 251,267 | $6.6M |
| Versant Capital Management, Inc | 1.61% | Add +262.9% | 242,616 | $6.4M |
| Coyle Financial Counsel LLC | 2.17% | No change | 226,850 | $6.1M |
| Corient Private Wealth LP | 0.01% | Add +4.7% | 227,092 | $6.0M |
| Geneos Wealth Management Inc. | 0.26% | New | 225,058 | $5.9M |
| American Capital Advisory, LLC | 4.21% | Add +35.3% | 230,816 | $5.9M |
| Hutchens & Kramer Investment Management Group, LLC | 3.25% | Add +3.6% | 223,920 | $5.9M |
| Cardiff Park Advisors, LLC | 0.56% | Add +1.7% | 222,053 | $5.8M |
| Grand Wealth Management, LLC | 3.35% | Reduce -17.5% | 214,777 | $5.6M |
| KOM Wealth Management Group, LLC | 5.16% | Add +15.1% | 209,988 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +9.8% | 203,782 | $5.4M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +9.8% | 203,782 | $5.4M |
| Sensible Money, LLC | 2.53% | Add +470.0% | 197,493 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -15.5% | 193,980 | $5.1M |
| Penobscot Wealth Management | 2.82% | Add +8.2% | 176,994 | $4.7M |
| Signet Financial Management, LLC | 0.63% | Add +3.6% | 178,650 | $4.7M |
| Apollon Wealth Management, LLC | 0.14% | Reduce -3.3% | 177,506 | $4.7M |
| Five Oceans Advisors | 2.33% | Reduce -4.5% | 168,702 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +7.5% | 164,500 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +13.6% | 162,228 | $4.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.63% | Reduce -2.2% | 160,978 | $4.2M |
| RBF Capital, LLC | 0.25% | Reduce -3.0% | 160,000 | $4.2M |
| Porter White Investment Advisors, Inc. | 2.25% | Add +2.8% | 159,592 | $4.2M |
| Ariadne Wealth Management, LP | 3.26% | — | 158,284 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.0% | 158,226 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.46% | Add +783.6% | 156,969 | $4.1M |
| Hurlow Wealth Management Group, Inc. | 1.40% | Add +41.9% | 154,948 | $4.1M |
| Monograph Wealth Advisors, LLC | 0.58% | Add +252.9% | 150,169 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.7% | 148,424 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +7.8% | 133,185 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | No change | 135,700 | $3.6M |
| Farther Finance Advisors, LLC | 0.17% | Add +47.2% | 133,755 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +21.0% | 131,141 | $3.4M |
| Waterfront Wealth Inc. | 0.93% | Add +7.1% | 129,763 | $3.4M |
| Keb Asset Management, LLC | 1.11% | Add +2.9% | 125,905 | $3.3M |
| Smartleaf Asset Management LLC | 0.54% | Reduce -3.4% | 125,928 | $3.3M |
| Sowell Financial Services LLC | 0.15% | Add +0.3% | 121,082 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +9.1% | 118,399 | $3.1M |
| SageView Advisory Group, LLC | 0.19% | Reduce -0.1% | 117,248 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +34.8% | 116,777 | $3.1M |
| Financial Symmetry Inc | 2.34% | Add +19.9% | 114,516 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -39.1% | 111,317 | $2.9M |
| Jackson Thornton Wealth Management, LLC | 0.44% | New | 108,919 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -0.0% | 102,392 | $2.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +95.1% | 102,164 | $2.7M |
| Sageworth Trust Co of South Dakota | 3.79% | Add +9.3% | 98,127 | $2.6M |
| Northwest Wealth Management, LLC | 0.64% | Add +0.8% | 93,783 | $2.5M |
| Tilson Financial Group, Inc. | 2.30% | Add +31.4% | 86,484 | $2.3M |
| Live Oak Private Wealth LLC | 0.39% | Reduce -4.2% | 85,875 | $2.3M |
| Cahill Wealth Management, LLC | 1.31% | Add +0.1% | 83,614 | $2.2M |
| Allworth Financial LP | 0.01% | Add +1387.6% | 79,559 | $2.1M |
| Peirce Capital Management, LLC | 1.11% | Add +20.0% | 80,100 | $2.1M |
| Firethorn Wealth Partners, LLC | 1.19% | Add +19.6% | 79,776 | $2.1M |
| FMB Wealth Management | 1.54% | Add +71.4% | 77,019 | $2.0M |
| Copperleaf Capital, LLC | 1.59% | Reduce -2.1% | 75,519 | $2.0M |
| IFP Advisors, Inc | 0.08% | Add +17.2% | 75,207 | $2.0M |
| Two West Capital Advisors LLC | 1.88% | — | 74,777 | $2.0M |
| Altiora Financial Group, LLC | 0.43% | No change | 67,730 | $1.8M |
| Willow Creek Wealth Management Inc. | 0.20% | Add +0.8% | 67,621 | $1.8M |
| Financial Alternatives, Inc | 1.33% | Reduce -0.2% | 67,218 | $1.8M |
| Peninsula Wealth, LLC | 0.33% | Reduce -5.8% | 64,078 | $1.8M |
| Cahill Financial Advisors Inc. | 0.24% | Reduce -0.1% | 65,329 | $1.7M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -5.7% | 64,726 | $1.7M |
| Grunden Financial Advisory, Inc. | 0.85% | Add +20.2% | 62,002 | $1.6M |
| Corus Family Wealth Advisors | 1.35% | No change | 59,323 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.54% | Add +1.7% | 59,675 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +14.1% | 58,381 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 58,165 | $1.5M |
| Root Financial Partners, LLC | 0.36% | Add +4.5% | 57,984 | $1.5M |
| KG Capital Management | 0.51% | New | 56,107 | $1.5M |
| Summit X, LLC | 0.32% | Add +77.8% | 53,367 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +18.4% | 52,774 | $1.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.38% | Add +3.6% | 52,103 | $1.4M |
| Sprinkle Financial Consultants LLC | 1.01% | Add +51.0% | 48,611 | $1.3M |
| Aerodigm Wealth, LLC | 0.55% | Add +411.0% | 45,312 | $1.2M |
| MAI Capital Management | 0.01% | Add +23.5% | 44,876 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +51.6% | 44,166 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +41.9% | 42,019 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -43.0% | 41,805 | $1.1M |
| Gordian Advisors LLC | 1.00% | New | 39,492 | $1.0M |
| 25 LLC | 0.48% | Add +9.8% | 38,292 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.6% | 36,612 | $963K |
| Lakeridge Wealth Management LLC | 0.57% | Reduce -6.3% | 36,250 | $953K |
| AQR Capital Management | 0.00% | New | 34,698 | $912K |
| Bluespring Wealth Management, LLC | 0.10% | Add +5.3% | 34,426 | $905K |
| Geometric Wealth Advisors | 0.18% | No change | 33,948 | $892K |
| Perigon Wealth Management, LLC | 0.03% | No change | 33,682 | $886K |
| Legacy Financial Group, Inc. | 0.33% | Add +5.8% | 33,300 | $875K |
| Quad-Cities Investment Group, LLC | 0.48% | Add +1.5% | 33,196 | $873K |
| Angeles Wealth Management, LLC | 0.08% | Reduce -24.4% | 32,750 | $861K |
| Hemington Wealth Management | 0.27% | Add +0.7% | 30,889 | $812K |
| Squire Investment Management Company, LLC | 0.46% | Add +19.8% | 30,563 | $804K |
| Wealthspan Partners, LLC | 0.44% | Add +20.2% | 30,242 | $795K |
| GEM Asset Management, LLC | 0.48% | Add +96.5% | 29,521 | $776K |
| Caprock Group, LLC | 0.03% | Add +207.9% | 28,697 | $754K |
| WMS Partners, LLC | 0.05% | No change | 28,286 | $744K |
| Beacon Financial Advisory LLC | 0.27% | Add +7.4% | 27,443 | $721K |
| WorthPointe, LLC | 0.31% | No change | 26,165 | $688K |
| Envision Financial Planning, LLC | 0.50% | Add +13.1% | 25,086 | $660K |
| Hoylecohen, LLC | 0.05% | Reduce -5.8% | 24,619 | $647K |
| Bessemer Group Inc. | 0.00% | No change | 24,000 | $631K |
| Barry Investment Advisors, LLC | 0.21% | Add +3.1% | 23,825 | $626K |
| Gradient Capital Advisors, LLC | 0.22% | No change | 22,962 | $604K |
| C M Bidwell & Associates Ltd. | 0.40% | No change | 22,956 | $604K |
| Allegiance Financial Group Advisory Services LLC | 0.23% | Add +1.4% | 22,810 | $600K |
| Mustard Seed Financial, LLC | 0.57% | Add +5.8% | 22,481 | $591K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -21.8% | 22,183 | $583K |
| KFG Wealth Management, LLC | 0.23% | Add +39.9% | 21,891 | $576K |
| Great Oak Capital Partners, LLC | 0.22% | Reduce -22.2% | 22,042 | $574K |
| Old Mission Capital LLC | 0.01% | Reduce -97.5% | 21,274 | $559K |
| Capstone Financial Advisors, Inc. | 0.04% | No change | 20,750 | $546K |
| EWG Elevate Inc. | 0.19% | Add +6.0% | 20,000 | $526K |
| Oceanside Advisors LLC | 0.41% | Add +2.9% | 19,456 | $512K |
| Cwm, LLC | 0.00% | New | 19,424 | $511K |
| Werba Rubin Papier Wealth Management | 0.14% | Reduce -1.2% | 19,166 | $504K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 18,557 | $488K |
| Disciplined Equity Management, Inc. | 0.32% | Add +0.8% | 18,350 | $482K |
| Raffa Wealth Management, LLC | 0.14% | Add +1.0% | 18,306 | $481K |
| Royal Bank of Canada | 0.00% | Reduce -91.7% | 18,136 | $477K |
| Blue Trust, Inc. | 0.01% | No change | 16,891 | $452K |
| Kraft Asset Management, LLC | 0.38% | No change | 17,160 | $451K |
| HRT Financial LP | 0.00% | Reduce -78.0% | 17,169 | $451K |
| Magnolia Capital Advisors LLC | 0.24% | New | 16,370 | $430K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.3% | 16,362 | $430K |
| 1900 Wealth Management LLC | 0.04% | No change | 16,298 | $428K |
| Red Lighthouse Investment Management, LLC | 0.18% | No change | 16,153 | $425K |
| Investmark Advisory Group LLC | 0.22% | Add +2.2% | 15,726 | $413K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +41.1% | 15,661 | $412K |
| Glassman Wealth Services | 0.07% | Add +1801.0% | 14,600 | $384K |
| Fiduciary Financial Group, LLC | 0.09% | — | 14,011 | $383K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.1% | 14,548 | $382K |
| Wedbush Securities Inc. | 0.01% | Add +1.1% | 13,950 | $367K |
| Gryphon Financial Partners LLC | 0.05% | New | 13,945 | $367K |
| Silver Oak Securities, Incorporated | 0.05% | Add +24.9% | 13,909 | $366K |
| SYM FINANCIAL Corp | 0.05% | Add +0.0% | 13,056 | $343K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 13,055 | $343K |
| Clark Asset Management, LLC | 0.10% | Reduce -0.1% | 13,048 | $343K |
| Tranquility Partners, LLC | 0.13% | Add +7.3% | 12,871 | $338K |
| HFG Wealth Management, LLC | 0.21% | New | 12,324 | $324K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.5% | 12,245 | $322K |
| WCG Wealth Advisors LLC | 0.02% | Add +9.8% | 11,964 | $315K |
| Raymond James Trust N.A. | 0.01% | Add +40.0% | 11,344 | $298K |
| Sutton Place Investors LLC | 0.20% | New | 11,246 | $296K |
| Visionary Wealth Advisors | 0.02% | Add +39.8% | 11,183 | $294K |
| TAGStone Capital, Inc. | 0.16% | New | 10,609 | $279K |
| MB Generational Wealth, LLC | 0.22% | New | 10,608 | $279K |
| Independent Financial Group, LLC | 0.01% | Add +0.8% | 10,602 | $279K |
| Black Point Wealth Management | 0.29% | — | 10,478 | $275K |
| Life Planning Partners, Inc | 0.25% | No change | 10,314 | $271K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.0% | 10,052 | $264K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 10,029 | $264K |
| Atlantic Union Bankshares Corp | 0.02% | New | 9,862 | $259K |
| Claris Advisors, LLC / Mo / | 0.13% | Reduce -9.9% | 9,729 | $256K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -1.0% | 9,524 | $250K |
| BOS Asset Management, LLC | 0.12% | Reduce -0.2% | 9,475 | $249K |
| Citizens & Northern Corp. | 0.08% | No change | 9,271 | $244K |
| LJI Wealth Management, LLC | 0.05% | Add +0.1% | 9,165 | $241K |
| Investment Advisory Group, LLC | 0.09% | Add +3.7% | 9,074 | $239K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 8,761 | $230K |
| Hilltop Holdings Inc. | 0.03% | Reduce -20.7% | 8,524 | $224K |
| Aspire Wealth Management Corp | 0.13% | Reduce -0.6% | 8,431 | $222K |
| Aspire Private Capital, LLC | 0.06% | Reduce -3.8% | 8,426 | $222K |
| Visionary Horizons, LLC | 0.15% | Reduce -1.8% | 7,775 | $204K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.5% | 7,712 | $203K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -9.7% | 7,659 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +154.7% | 6,436 | $169K |
| Colonial Trust Co / SC | 0.02% | No change | 4,534 | $119K |
| UBS Group AG | 0.00% | New | 4,328 | $114K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 3,811 | $100K |
| Global Trust Asset Management, LLC | 0.03% | No change | 3,100 | $81K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,361 | $62K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 2,340 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,231 | $59K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +70.4% | 2,174 | $57K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 2,113 | $56K |
| Avondale Wealth Management | 0.04% | No change | 2,000 | $53K |
| Innealta Capital, LLC | 0.02% | New | 1,900 | $50K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.4% | 1,604 | $42K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 1,562 | $41K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 1,304 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +36.3% | 1,265 | $33K |
| Jones Financial Companies LLLP | 0.00% | New | 824 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -88.9% | 817 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -88.9% | 817 | $21K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 777 | $20K |
| Abich Financial Wealth Management LLC | 0.01% | New | 770 | $20K |
| Comerica Bank | 0.00% | Add +9.6% | 706 | $19K |
| Capital Analysts, LLC | 0.00% | New | 443 | $12K |
| Optimum Investment Advisors | 0.00% | No change | 417 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 390 | $10K |
| National Bank of Canada | 0.00% | New | 379 | $10K |
| Continuum Advisory, LLC | 0.00% | Add +270.0% | 296 | $8K |
| WealthCollab, LLC | 0.00% | No change | 262 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 262 | $7K |
| Assetmark, Inc. | 0.00% | New | 245 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -63.0% | 233 | $6K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 193 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 124 | $3K |
| Hershey Financial Advisers, LLC | 0.00% | — | 65 | $2K |
| FMR LLC | 0.00% | No change | 1 | $26 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -97.1% | 26 | $24 |
"% of holder's portfolio" is DFIC's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.