Dimensional InternationalDFICETF

13F holders, Q3 2024 (September 30)
349holders +17
31new positions
12sold out
2famous investors
$28.08avg. 13F price*

At the end of Q3 2024, 349 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 17 from Q2 2024. 31 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($759.8M), Mercer Global Advisors Inc. ($720.7M) and Forum Financial Management, LP ($443.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Dimensional International Co.
CUSIP
25434V799
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 318Q1 2024Q2 2024: 332Q2 2024Q3 2024: 349Q3 2024Q4 2024: 423Q4 2024Q1 2025: 446Q1 2025Q2 2025: 484Q2 2025Q3 2025: 485Q3 2025Q4 2025: 565Q4 2025Q1 2026: 614Q1 2026Q2 2026: 639Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$92.6M
Exits12$59.4M

All 13F filers, Q2 2024 → Q3 2024: 22,916,637 shares bought and 8,459,269 shares sold, net +14,457,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 349 holders

Envestnet Asset Management Inc. 0.25% Add +13.5% 26,999,706 $759.8M
Mercer Global Advisors Inc. 1.69% Add +10.3% 25,735,428 $720.7M
Forum Financial Management, LP 7.39% Add +3.4% 15,774,309 $443.9M
Evensky & Katz LLC 10.81% Add +2.8% 5,900,619 $166.0M
RW Investment Management LLC 17.02% Add +3.2% 4,861,886 $136.8M
HighTower Advisors, LLC 0.19% Add +1.4% 4,616,085 $129.9M
Summit Financial Strategies, Inc. 11.49% Add +2.7% 3,626,158 $102.0M
Pathstone Holdings, LLC 0.45% Reduce -1.0% 3,559,006 $100.2M
Cannon Financial Strategists, Inc. 15.39% Add +2.0% 3,129,453 $88.1M
Awm Capital, LLC 9.92% Add +10.6% 2,919,854 $82.2M
Wealthstream Advisors, Inc. 14.75% Add +186.5% 2,882,949 $81.1M
JMG Financial Group, Ltd. 2.75% Add +14.9% 2,863,333 $80.6M
Kestra Investment Management, LLC 3.20% Add +115.9% 2,644,018 $74.4M
Savant Capital, LLC 0.60% Reduce -15.1% 2,578,537 $72.6M
Miramar Fiduciary Corp 57.13% Add +1.0% 2,398,666 $67.5M
WPWealth LLP 13.32% Add +7.0% 2,283,287 $64.3M
Bridgewater Advisors Inc. 6.26% Add +2.2% 2,214,111 $59.7M
LPL Financial LLC 0.03% Add +4.7% 2,072,173 $58.3M
Focus Partners Wealth 0.18% New 2,038,620 $57.4M
Truepoint, Inc. 1.49% Reduce -0.6% 1,973,863 $55.5M
Syverson Strege & Co 18.17% Reduce -0.5% 1,926,725 $54.2M
Hill Investment Group Partners, LLC 7.52% Add +0.2% 2,055,170 $54.0M
Apella Capital, LLC 2.15% Add +7.8% 1,877,234 $52.4M
Asset Dedication, LLC 3.36% Add +20.2% 1,771,717 $49.9M
Park Avenue Securities LLC 0.55% Add +10.9% 1,746,137 $49.1M
OneDigital Investment Advisors LLC 0.54% Add +83.3% 1,687,423 $47.5M
Baird Financial Group, Inc. 0.09% Reduce -3.0% 1,649,828 $46.4M
SJS Investment Consulting Inc. 8.14% Add +6.4% 1,639,488 $46.1M
Millburn Ridgefield LLC 1.21% Add +0.2% 1,637,357 $46.1M
Catalyst Capital Advisors LLC 1.04% Add +0.2% 1,637,357 $46.1M
Rather & Kittrell, Inc. 10.74% Add +8.3% 1,557,903 $43.8M
Phillips Financial Management, LLC 3.35% Add +15.8% 1,535,303 $43.2M
Brighton Jones LLC 1.58% Add +4.2% 1,496,947 $42.1M
DiNuzzo Private Wealth, Inc. 5.08% Add +0.5% 1,465,187 $41.2M
Kooman & Associates 14.64% Add +5.4% 1,408,604 $39.6M
Leading Edge Financial Planning LLC 13.27% Add +14.7% 1,407,573 $39.6M
Rockwood Wealth Management, LLC 4.27% Add +7.6% 1,380,535 $38.8M
Great Waters Wealth Management 5.16% Reduce -11.1% 1,359,354 $38.3M
NewEdge Advisors, LLC 0.25% Add +43.7% 1,355,006 $38.1M
Rockbridge Investment Management, LCC 4.79% Add +82.2% 1,314,493 $37.0M
Stordahl Capital Management, Inc. 8.75% Add +1.2% 1,313,110 $36.8M
Efficient Advisors, LLC 2.29% Add +3.1% 1,297,993 $36.5M
Mariner, LLC 0.06% Add +4.7% 1,290,137 $36.3M
Commonwealth Equity Services, LLC 0.05% Reduce -2.8% 1,228,362 $34.6M
Ullmann Wealth Partners Group, LLC 4.45% Add +2.2% 1,223,782 $34.4M
Your Advocates Ltd., LLP 13.16% Add +2.9% 1,190,452 $33.5M
Betterment LLC 0.08% Add +9.2% 1,184,866 $33.3M
True Wealth Design, LLC 13.01% Reduce -15.2% 1,183,494 $33.3M
RS Crum Inc. 7.46% Add +2.2% 1,131,393 $31.8M
Vestmark Advisory Solutions, Inc. 1.07% Add +7.4% 1,018,676 $28.7M
Jentner Corp 8.77% Add +3.9% 1,018,282 $28.7M
Alpha Financial Advisors, LLC 12.67% Add +5.3% 1,017,794 $28.6M
Bank of America Corp. 0.00% Add +12.9% 1,017,487 $28.6M
Aspen Wealth Management LLC 8.48% Add +17.6% 992,683 $27.9M
Capstone Capital LLC 22.27% Add +1.8% 953,872 $26.8M
Eaton-Cambridge Inc. 12.63% Add +2.9% 946,216 $26.6M
Freedom Investment Management, Inc. 2.02% Add +5.6% 901,035 $25.4M
Burton Enright Welch 5.23% Add +3.7% 866,571 $24.4M
ARK & TLK Investments, LLC 8.55% Reduce -0.8% 854,831 $24.1M
Financial Engines Advisors L.L.C. 0.05% Reduce -22.2% 837,732 $23.6M
Old Mission Capital LLC 0.50% Add +3724.2% 813,560 $22.9M
Pinnacle Financial Group, LLC / IL 8.97% Reduce -0.0% 813,187 $22.9M
Market Street Wealth Management Advisors LLC 3.76% Add +2.3% 812,378 $22.9M
AdvisorNet Financial, Inc 1.69% Add +2.5% 805,381 $22.7M
DecisionPoint Financial, LLC 6.86% Add +13.8% 769,676 $21.7M
Arax Advisory Partners 1.93% Add +1.8% 768,380 $21.6M
Austin Wealth Management, LLC 4.61% Reduce -0.3% 759,381 $21.0M
Burney Co./ 0.74% Reduce -0.8% 742,869 $20.9M
Advisory Services & Investments, LLC 14.15% Reduce -5.8% 738,892 $20.8M
EnRich Financial Partners LLC 6.64% Add +5.8% 706,064 $19.9M
SC&H Financial Advisors, Inc. 4.34% Add +10.4% 705,223 $19.8M
Straight Path Wealth Management 8.36% Add +7.8% 689,863 $19.4M
Forvis Mazars Wealth Advisors, LLC 0.44% Reduce -1.8% 686,545 $19.3M
Focus Partners Advisor Solutions, LLC 0.41% Add +2.1% 684,550 $19.3M
Krilogy Financial LLC 1.31% Add +0.7% 677,706 $19.1M
Criterion Capital Advisors, LLC 11.94% No change 721,262 $19.0M
Sageworth Trust Co 1.11% Add +5.4% 659,187 $18.5M
Evanson Asset Management, LLC 1.31% Reduce -4.8% 657,753 $18.5M
von Borstel & Associates, Inc. 10.44% — 655,115 $18.4M
BCU Wealth Advisors, LLC 10.51% Add +16.7% 626,844 $17.6M
Vannoy Advisory Group, Inc. 12.79% Add +0.5% 624,807 $17.6M
Mattern Wealth Management LLC 3.85% Add +101.2% 622,239 $17.5M
Pine Harbor Wealth Management, LLC 8.58% Add +20.5% 612,524 $17.2M
Greenspring Advisors, LLC 3.74% Add +8.5% 608,854 $17.1M
Private Wealth Management Group, LLC 6.73% Add +1.7% 605,386 $17.0M
Lutz Financial Services LLC 1.35% Add +3.5% 593,052 $16.7M
Blume Capital Management, Inc. 3.75% Reduce -0.4% 589,142 $16.6M
Studio Investment Management LLC 3.47% Add +4.6% 587,337 $16.5M
Aveo Capital Partners, LLC 1.74% Add +2.1% 583,667 $16.4M
JPMorgan Chase & Co. 0.00% Add +2.4% 579,285 $16.3M
HTG Investment Advisors, Inc. 7.68% Add +7.0% 578,536 $16.3M
Mosaic Family Wealth Partners, LLC 2.40% Add +4.7% 573,724 $16.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.34% Add +256.5% 559,644 $15.7M
Cambridge Financial Group, LLC 6.37% Add +14.0% 543,593 $15.3M
Henrickson Nauta Wealth Advisors, Inc. 6.05% Add +4.4% 541,238 $15.2M
Waypoint Capital Advisors, LLC 3.23% Add +2.4% 539,274 $15.2M
Client 1ST Advisory Group, LLC 5.95% Reduce -1.4% 532,134 $15.0M
Acorn Creek Capital LLC 7.87% Add +9.0% 527,504 $14.8M
Aire Advisors, LLC 3.12% Reduce -2.6% 501,850 $14.1M
Liberty Wealth Management LLC 2.38% Reduce -45.9% 497,229 $14.0M
GeoWealth Management, LLC 0.49% Reduce -26.1% 497,035 $14.0M
Creative Planning 0.01% Add +2.9% 480,303 $13.5M
One Degree Advisors Inc 5.35% Add +6.5% 449,618 $12.7M
Watchman Group, Inc. 3.27% New 446,451 $12.6M
Applied Capital LLC 6.26% Add +5.7% 432,904 $12.2M
Gemmer Asset Management LLC 1.20% Reduce -3.8% 426,770 $12.0M
Chicago Partners Investment Group LLC 0.42% Add +1.4% 436,570 $11.7M
RCS Financial Planning, LLC 6.46% Add +1.2% 413,595 $11.6M
Waypoint Wealth Partners Inc. 3.07% Add +5.3% 410,891 $11.6M
Jane Street Group, LLC 0.02% Reduce -88.5% 404,876 $11.4M
Passive Capital Management, LLC. 3.98% Add +3.3% 404,782 $11.4M
Tillman Hartley LLC 3.26% Reduce -1.1% 390,262 $11.0M
Versant Capital Management, Inc 2.41% Add +54.8% 375,456 $10.6M
VeraBank, N.A. 3.06% Add +2.3% 371,972 $10.5M
Heritage Investment Group, Inc. 1.98% Add +9.8% 369,930 $10.4M
Kestra Advisory Services, LLC 0.06% Reduce -7.4% 368,477 $10.4M
Cypress Point Wealth Management, LLC 4.01% Add +11.7% 362,494 $10.2M
Hiley Hunt Wealth Management 5.76% Add +3.8% 357,040 $10.0M
American Investment Services, Inc. 1.67% Reduce -3.7% 355,339 $10.0M
Ruedi Wealth Management, Inc. 3.41% Add +9.2% 352,635 $9.9M
LifeGuide Financial Advisors, LLC 4.20% Add +9.7% 350,065 $9.9M
Hutchens & Kramer Investment Management Group, LLC 5.46% Add +57.0% 351,542 $9.8M
Quarry Hill Advisors, LLC 6.59% Reduce -13.1% 349,480 $9.8M
Signature Resources Capital Management, LLC 8.50% Reduce -23.9% 330,558 $9.3M
Abel Hall, LLC 6.04% Add +0.1% 328,029 $9.2M
Vestia Personal Wealth Advisors 8.59% Add +9.0% 323,957 $9.1M
Geneos Wealth Management Inc. 0.34% Add +40.5% 316,105 $8.9M
Symmetry Partners, LLC 2.07% New 311,014 $8.8M
Trust Co of the South 1.85% Add +17.7% 310,002 $8.7M
Physician Wealth Solutions Inc. 4.33% Add +18.7% 323,282 $8.7M
Rehmann Capital Advisory Group 0.56% Add +2.6% 304,207 $8.6M
Mills Wealth Advisors LLC 5.85% Add +9.1% 302,024 $8.5M
North Ridge Wealth Advisors, Inc. 5.74% Add +5.6% 300,184 $8.4M
Cravens & Co Advisors, LLC 6.51% Add +5.4% 299,811 $8.4M
Sensible Money, LLC 3.44% Add +41.8% 280,092 $7.9M
Osaic Holdings, Inc. 0.02% Add +6.7% 267,964 $7.5M
American Capital Advisory, LLC 4.17% Add +10.7% 255,403 $7.2M
Cardiff Park Advisors, LLC 0.60% Add +6.3% 235,987 $6.6M
Corient Private Wealth LP 0.01% Add +1.5% 230,574 $6.5M
KOM Wealth Management Group, LLC 5.29% Add +7.3% 225,257 $6.3M
Coyle Financial Counsel LLC 2.18% Add +4.8% 237,767 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +46.1% 216,854 $6.1M
Grand Wealth Management, LLC 3.42% Add +0.3% 215,536 $6.1M
Hurlow Wealth Management Group, Inc. 1.88% Add +38.5% 214,581 $6.0M
Farther Finance Advisors, LLC 0.22% Add +57.4% 210,492 $5.9M
Orion Porfolio Solutions, LLC 0.06% Add +1.0% 205,760 $5.8M
Orion Portfolio Solutions, LLC 0.06% Add +1.0% 205,760 $5.8M
Morgan Stanley 0.00% Add +5.2% 204,058 $5.7M
Jackson Thornton Wealth Management, LLC 0.75% Add +86.2% 202,779 $5.7M
MML Investors Services, LLC 0.02% Add +70.1% 201,431 $5.7M
KFG Wealth Management, LLC 1.19% Add +784.9% 193,709 $5.5M
Penobscot Wealth Management 2.92% Add +8.7% 192,467 $5.4M
Signet Financial Management, LLC 0.66% Add +2.5% 183,029 $5.2M
Five Oceans Advisors 2.42% Add +6.5% 179,634 $5.1M
Great Valley Advisor Group, Inc. 0.12% Add +8.8% 178,973 $5.0M
Tilson Financial Group, Inc. 2.12% Add +101.0% 173,819 $4.9M
Apollon Wealth Management, LLC 0.14% Reduce -2.4% 173,306 $4.9M
Truist Financial Corp. 0.01% Add +5.4% 170,916 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.1% 169,442 $4.8M
Porter White Investment Advisors, Inc. 2.30% Add +2.4% 163,375 $4.6M
RBF Capital, LLC 0.23% No change 160,000 $4.5M
Ariadne Wealth Management, LP 2.43% Add +3.6% 164,013 $4.5M
Moisand Fitzgerald Tamayo, LLC 0.60% Reduce -3.0% 156,202 $4.4M
Keb Asset Management, LLC 1.25% Add +17.0% 147,309 $4.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +6.0% 138,976 $3.9M
Sowell Financial Services LLC 0.18% Add +14.0% 137,980 $3.9M
EverSource Wealth Advisors, LLC 0.24% Add +2.9% 137,076 $3.9M
Cresset Asset Management, LLC 0.01% No change 135,700 $3.8M
Smartleaf Asset Management LLC 0.45% Add +3.4% 130,213 $3.7M
Wealthcare Advisory Partners LLC 0.10% Add +10.0% 128,476 $3.6M
Simplicity Wealth,LLC 0.33% Reduce -74.4% 127,244 $3.6M
Waterfront Wealth Inc. 0.86% Add +0.2% 130,051 $3.5M
Financial Symmetry Inc 2.39% Add +6.4% 121,805 $3.4M
SageView Advisory Group, LLC 0.17% Add +1.3% 118,812 $3.3M
FMB Wealth Management 1.83% Add +49.3% 114,955 $3.2M
Integrated Wealth Concepts LLC 0.04% Add +8.3% 110,688 $3.1M
Beacon Pointe Advisors, LLC 0.04% Reduce -0.7% 110,530 $3.1M
Sageworth Trust Co of South Dakota 3.80% Add +7.5% 105,483 $3.0M
Northwest Wealth Management, LLC 0.65% Add +4.8% 98,334 $2.8M
CFS Investment Advisory Services, LLC 0.23% Reduce -6.4% 95,869 $2.7M
IFP Advisors, Inc 0.09% Add +21.3% 91,254 $2.6M
Live Oak Private Wealth LLC 0.39% No change 85,875 $2.4M
Firethorn Wealth Partners, LLC 1.20% Add +5.1% 83,826 $2.4M
Cahill Wealth Management, LLC 1.21% Add +0.1% 83,652 $2.4M
Peirce Capital Management, LLC 1.12% Reduce -0.6% 79,594 $2.2M
Two West Capital Advisors LLC 1.78% Add +4.2% 77,908 $2.2M
Corus Family Wealth Advisors 1.55% Add +30.7% 77,532 $2.2M
Copperleaf Capital, LLC 1.66% Add +2.3% 77,223 $2.2M
Allworth Financial LP 0.01% Reduce -3.3% 76,954 $2.2M
Caprock Group, LLC 0.07% Add +141.5% 69,312 $2.0M
Financial Alternatives, Inc 1.33% Reduce -0.1% 67,175 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +355.0% 66,196 $1.9M
Aptus Capital Advisors, LLC 0.03% Add +7984.2% 66,048 $1.9M
Willow Creek Wealth Management Inc. 0.19% Reduce -2.9% 65,693 $1.8M
Cahill Financial Advisors Inc. 0.25% No change 65,329 $1.8M
Pure Financial Advisors, LLC 0.04% Reduce -1.1% 64,021 $1.8M
Grunden Financial Advisory, Inc. 0.88% Add +3.0% 63,863 $1.8M
RFG Advisory, LLC 0.05% Add +8.8% 63,546 $1.8M
Schwarz Dygos Wheeler Investment Advisors LLC 0.42% Add +15.4% 60,124 $1.7M
Total Clarity Wealth Management, Inc. 0.54% Add +0.5% 59,954 $1.7M
Gordian Advisors LLC 1.33% Add +49.7% 59,113 $1.7M
Peninsula Wealth, LLC 0.29% Reduce -6.3% 60,061 $1.7M
Stifel Financial Corp. 0.00% Add +0.2% 58,271 $1.6M
Root Financial Partners, LLC 0.26% Add +0.2% 58,091 $1.6M
Townsquare Capital LLC 0.02% Add +7.5% 56,761 $1.6M
Nwam LLC 0.10% New 55,761 $1.6M
Sprinkle Financial Consultants LLC 1.11% Add +13.3% 55,090 $1.6M
Altiora Financial Group, LLC 0.34% Reduce -20.3% 53,980 $1.5M
PBMares Wealth Management LLC 0.32% Reduce -85.3% 53,908 $1.5M
Monograph Wealth Advisors, LLC 0.20% Reduce -64.5% 53,344 $1.5M
Foundations Investment Advisors, LLC 0.03% Add +25.1% 52,575 $1.5M
Raymond James & Associates 0.00% New 51,395 $1.4M
Dynamic Advisor Solutions LLC 0.04% Add +11.9% 49,422 $1.4M
Hoxton Planning & Management, LLC 0.50% New 45,935 $1.3M
First Manhattan Co. Llc. 0.00% New 45,636 $1.3M
MAI Capital Management 0.01% Add +0.5% 45,089 $1.3M
CreativeOne Wealth, LLC 0.04% Add +101.7% 44,748 $1.3M
GEM Asset Management, LLC 0.68% Add +44.7% 42,729 $1.2M
Private Advisor Group, LLC 0.01% Reduce -1.9% 41,021 $1.2M
Squire Investment Management Company, LLC 0.52% Add +28.1% 39,137 $1.1M
Summit X, LLC 0.27% Reduce -22.0% 41,625 $1.1M
Perigon Wealth Management, LLC 0.03% Add +13.2% 38,139 $1.1M
25 LLC 0.46% Reduce -0.7% 38,012 $1.1M
WorthPointe, LLC 0.44% Add +43.0% 37,403 $1.1M
Bluespring Wealth Management, LLC 0.10% Add +7.7% 37,086 $1.0M
Savvy Advisors, Inc. 0.20% New 35,512 $999K
Solutions 4 Wealth, Ltd 1.95% New 35,511 $999K
Legacy Financial Group, Inc. 0.33% Add +9.0% 36,309 $971K
Modera Wealth Management, LLC 0.01% Reduce -6.8% 34,117 $960K
Geometric Wealth Advisors 0.18% No change 33,948 $955K
Lakeridge Wealth Management LLC 0.52% Reduce -7.3% 33,614 $946K
TCFG Wealth Management, LLC 0.46% — 32,507 $915K
Quad-Cities Investment Group, LLC 0.46% Reduce -2.2% 32,476 $914K
AQR Capital Management 0.00% Reduce -13.7% 29,929 $842K
Wealthspan Partners, LLC 0.41% Reduce -1.9% 29,663 $835K
Hemington Wealth Management 0.22% No change 30,889 $825K
WMS Partners, LLC 0.04% Reduce -0.8% 28,050 $789K
Envision Financial Planning, LLC 0.41% Add +10.0% 27,601 $777K
Renaissance Technologies 0.00% New 27,463 $773K
Beacon Financial Advisory LLC 0.25% Reduce -4.7% 26,168 $736K
C M Bidwell & Associates Ltd. 0.43% Add +9.1% 25,047 $705K
Barry Investment Advisors, LLC 0.21% Add +3.8% 24,721 $696K
BIP Wealth, LLC 0.05% New 24,361 $686K
Bessemer Group Inc. 0.00% No change 24,000 $675K
Werba Rubin Papier Wealth Management 0.16% Add +24.2% 23,805 $670K
Gradient Capital Advisors, LLC 0.21% No change 22,962 $646K
Allegiance Financial Group Advisory Services LLC 0.22% Reduce 0.0% 22,809 $642K
Angeles Wealth Management, LLC 0.05% Reduce -31.1% 22,548 $635K
Mustard Seed Financial, LLC 0.51% Reduce -2.6% 21,890 $616K
Glass Jacobson Investment Advisors llc 0.20% Add +39.6% 21,857 $615K
Capstone Financial Advisors, Inc. 0.04% No change 20,750 $584K
EWG Elevate Inc. 0.22% Reduce -0.8% 19,845 $558K
AE Wealth Management LLC 0.01% New 19,797 $557K
Great Oak Capital Partners, LLC 0.19% Reduce -10.0% 19,833 $553K
Sax Wealth Advisors, LLC 0.05% Add +4.3% 19,357 $545K
Tru Independence Asset Management 2, LLC 0.46% — 19,306 $543K
Oceanside Advisors LLC 0.40% Reduce -0.8% 19,294 $543K
Disciplined Equity Management, Inc. 0.33% Add +0.6% 18,460 $519K
Raffa Wealth Management, LLC 0.12% Add +0.3% 18,368 $517K
Red Lighthouse Investment Management, LLC 0.19% Add +8.3% 17,489 $492K
Citizens & Northern Corp. 0.15% Add +86.9% 17,326 $488K
Kraft Asset Management, LLC 0.38% No change 17,160 $483K
Silver Oak Securities, Incorporated 0.05% Add +18.7% 16,513 $466K
Magnolia Capital Advisors LLC 0.23% Add +0.5% 16,447 $463K
J.W. Cole Advisors, Inc. 0.02% Add +0.5% 16,442 $463K
Investmark Advisory Group LLC 0.22% Add +3.6% 16,298 $459K
1900 Wealth Management LLC 0.04% No change 16,298 $459K
Royal Bank of Canada 0.00% Reduce -12.9% 15,795 $445K
Blue Trust, Inc. 0.01% No change 16,891 $444K
Signature Estate & Investment Advisors LLC 0.01% Add +18.7% 15,500 $436K
Strategic Blueprint, LLC 0.03% New 15,148 $426K
Visionary Wealth Advisors 0.03% Add +31.2% 14,670 $413K
Glassman Wealth Services 0.07% No change 14,600 $411K
Tranquility Partners, LLC 0.14% Add +10.2% 14,188 $399K
Main Street Financial Solutions, LLC 0.04% New 14,053 $395K
Wedbush Securities Inc. 0.01% Add +0.7% 14,050 $395K
Fiduciary Financial Group, LLC 0.09% Add +1.8% 14,262 $394K
Citigroup Inc. 0.00% New 13,255 $373K
SYM FINANCIAL Corp 0.05% Add +1.0% 13,188 $371K
Clark Asset Management, LLC 0.08% Add +0.5% 13,109 $369K
Principal Securities, Inc. 0.01% New 12,762 $359K
Atria Wealth Solutions, Inc. 0.00% New 12,298 $346K
Lion Street Advisors, LLC 0.12% New 12,186 $343K
Wells Fargo & Company 0.00% Add +5127.9% 12,181 $343K
Northwestern Mutual Wealth Management Co. 0.00% Add +87.3% 12,055 $339K
WCG Wealth Advisors LLC 0.02% Add +0.0% 11,965 $337K
EP Wealth Advisors, LLC 0.00% Add +52.5% 11,765 $331K
Aerodigm Wealth, LLC 0.21% Reduce -74.5% 11,559 $325K
HFG Wealth Management, LLC 0.21% No change 12,324 $324K
B. Riley Wealth Advisors, Inc. 0.01% New 11,575 $324K
Sutton Place Investors LLC 0.19% No change 11,246 $316K
Independent Financial Group, LLC 0.01% Add +5.1% 11,143 $314K
Raymond James Trust N.A. 0.01% Reduce -2.0% 11,116 $313K
TAGStone Capital, Inc. 0.16% Add +3.1% 10,937 $308K
Ashton Thomas Private Wealth, LLC 0.02% Add +23.1% 10,781 $303K
Essential Planning, LLC. 0.12% New 10,627 $299K
MB Generational Wealth, LLC 0.21% Reduce -0.2% 10,589 $298K
Atlantic Union Bankshares Corp 0.02% Add +6.9% 10,546 $297K
Black Point Wealth Management 0.34% Add +0.4% 10,524 $296K
Visionary Horizons, LLC 0.20% Add +34.6% 10,465 $294K
Hilltop Holdings Inc. 0.02% Add +22.0% 10,401 $293K
Life Planning Partners, Inc 0.26% No change 10,314 $290K
JFS Wealth Advisors, LLC 0.02% No change 10,029 $282K
Claris Advisors, LLC / Mo / 0.12% Add +0.4% 9,769 $275K
LJI Wealth Management, LLC 0.06% Add +6.0% 9,712 $273K
BOS Asset Management, LLC 0.10% Add +1.2% 9,591 $270K
TCI Wealth Advisors, Inc. 0.02% Add +0.6% 9,577 $269K
Investment Advisory Group, LLC 0.09% Add +0.5% 9,115 $257K
PNC Financial Services Group, Inc. 0.00% Reduce -9.9% 9,053 $255K
Novak & Powell Financial Services, Inc. 0.15% New 8,380 $254K
Aspire Private Capital, LLC 0.06% Add +3.9% 8,750 $246K
U.S. Capital Wealth Advisors, LLC 0.01% New 8,513 $240K
Aspire Wealth Management Corp 0.13% No change 8,431 $237K
Gryphon Financial Partners LLC 0.03% Reduce -39.6% 8,427 $237K
Kingfisher Capital LLC 0.05% New 8,182 $230K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +0.1% 7,666 $216K
Prime Capital Investment Advisors, LLC 0.00% New 7,618 $214K
Vance Wealth, LLC 0.08% New 7,233 $204K
Cwm, LLC 0.00% Reduce -68.7% 6,072 $171K
Colonial Trust Co / SC 0.02% Add +13.3% 5,136 $145K
Hobbs Group Advisors, LLC 0.05% New 5,000 $141K
Global Trust Asset Management, LLC 0.04% Add +29.0% 4,000 $113K
Fort Vancouver Investment Management, LLC 0.10% New 3,954 $111K
Maryland Capital Advisors Inc. 0.05% No change 3,811 $107K
Vermillion & White Wealth Management Group, LLC 0.05% Add +19.3% 2,594 $73K
Elevate Wealth Advisory, Inc. 0.05% Add +10.1% 2,576 $72K
Salem Investment Counselors Inc. 0.00% No change 2,361 $66K
Steward Partners Investment Advisory, LLC 0.00% No change 2,231 $63K
Elevation Wealth Partners, LLC 0.03% No change 2,113 $59K
Avondale Wealth Management 0.04% No change 2,000 $56K
Global Retirement Partners, LLC 0.00% No change 1,604 $45K
Parallel Advisors, LLC 0.00% Add +0.4% 1,309 $37K
Earned Wealth Advisors, LLC 0.01% New 1,279 $36K
O'shaughnessy Asset Management, LLC 0.00% No change 1,265 $35K
Guardian Wealth Advisors, LLC / NC 0.00% No change 817 $23K
Cherry Tree Wealth Management, LLC 0.01% No change 777 $22K
Comerica Bank 0.00% Reduce -4.1% 677 $19K
Capital Analysts, LLC 0.00% No change 443 $12K
Optimum Investment Advisors 0.01% No change 417 $12K
DHJJ Financial Advisors, Ltd. 0.00% No change 390 $11K
NBT Bank, N.A. 0.00% New 272 $8K
WealthCollab, LLC 0.00% No change 262 $7K
Tucker Asset Management LLC 0.00% No change 262 $7K
Assetmark, Inc. 0.00% No change 245 $7K
Qube Research & Technologies Ltd 0.00% New 161 $5K
Capital Investment Advisory Services, LLC 0.00% No change 124 $3K
Continuum Advisory, LLC 0.00% Reduce -72.6% 81 $2K
Harbour Investments, Inc. 0.00% New 46 $1K
FMR LLC 0.00% No change 1 $28

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