Dimensional InternationalDFICETF

13F holders, Q4 2024 (December 31)
423holders +74
33new positions
11sold out
2famous investors
$2.91avg. 13F price*

At the end of Q4 2024, 423 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 74 from Q3 2024. 33 opened new positions and 11 sold out. The largest holders were Envestnet Asset Management Inc. ($761.3M), Mercer Global Advisors Inc. ($708.4M) and Forum Financial Management, LP ($422.6M). 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
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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions33$77.8M
Exits11$28.7M

All 13F filers, Q3 2024 → Q4 2024: 2,044,968,260 shares bought and 3,911,711 shares sold, net +2,041,056,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 423 holders

Envestnet Asset Management Inc. 0.24% Add +9.1% 29,456,729 $761.3M
Mercer Global Advisors Inc. 1.73% Add +6.5% 27,409,561 $708.4M
Forum Financial Management, LP 7.00% Add +3.7% 16,351,244 $422.6M
Evensky & Katz LLC 10.37% Add +3.9% 6,131,146 $158.5M
RW Investment Management LLC 15.48% Add +1.1% 4,915,524 $127.0M
HighTower Advisors, LLC 0.17% Add +5.6% 4,875,770 $126.0M
Summit Financial Strategies, Inc. 10.86% Add +5.0% 3,806,450 $98.4M
JMG Financial Group, Ltd. 3.09% Add +22.4% 3,504,084 $90.6M
Pathstone Holdings, LLC 0.38% Reduce -7.2% 3,302,251 $85.3M
Cannon Financial Strategists, Inc. 14.53% Add +4.8% 3,278,031 $84.7M
Wealthstream Advisors, Inc. 14.82% Add +7.7% 3,105,142 $80.3M
Awm Capital, LLC 9.22% Reduce -0.1% 2,915,632 $75.4M
Apella Capital, LLC 2.78% Add +49.3% 2,802,429 $72.4M
Kestra Investment Management, LLC 2.53% Reduce -5.7% 2,493,128 $64.4M
WPWealth LLP 12.82% Add +6.3% 2,426,914 $62.7M
LPL Financial LLC 0.03% Add +15.6% 2,395,290 $61.9M
Focus Partners Wealth 0.16% Add +16.8% 2,381,008 $61.5M
Phillips Financial Management, LLC 4.48% Add +43.6% 2,204,876 $57.0M
Hill Investment Group Partners, LLC 7.62% Add +7.0% 2,199,871 $56.9M
Miramar Fiduciary Corp 56.66% Reduce -9.4% 2,173,073 $56.2M
Great Valley Advisor Group, Inc. 1.24% Add +1097.0% 2,142,296 $55.4M
Elser Financial Planning, Inc 3.13% New 2,022,479,247 $52.3M
Truepoint, Inc. 1.40% Add +2.5% 2,022,668 $52.3M
Syverson Strege & Co 17.27% Add +4.0% 2,003,684 $51.8M
Savant Capital, LLC 0.40% Reduce -22.8% 1,991,385 $51.5M
Asset Dedication, LLC 4.01% Add +11.2% 1,969,398 $50.9M
Park Avenue Securities LLC 0.52% Add +12.5% 1,963,877 $50.8M
OneDigital Investment Advisors LLC 0.55% Add +9.3% 1,843,645 $47.6M
SJS Investment Consulting Inc. 7.90% Add +8.0% 1,770,828 $45.8M
Rather & Kittrell, Inc. 10.73% Add +13.4% 1,766,767 $45.7M
Millburn Ridgefield LLC 1.13% Add +7.0% 1,751,813 $45.3M
Catalyst Capital Advisors LLC 0.96% Add +7.0% 1,751,813 $45.3M
Brighton Jones LLC 1.27% Add +13.3% 1,696,149 $43.8M
Baird Financial Group, Inc. 0.08% Add +0.9% 1,664,854 $43.0M
Bridgewater Advisors Inc. 4.16% Reduce -29.8% 1,554,943 $39.9M
DiNuzzo Private Wealth, Inc. 4.99% Add +4.2% 1,526,163 $39.4M
Leading Edge Financial Planning LLC 12.84% Add +7.6% 1,514,325 $39.1M
Rockbridge Investment Management, LCC 4.99% Add +14.7% 1,507,382 $39.0M
Kooman & Associates 14.05% Add +6.7% 1,502,904 $38.8M
Financial Engines Advisors L.L.C. 0.08% Add +74.8% 1,464,523 $37.9M
Efficient Advisors, LLC 2.38% Add +10.2% 1,429,801 $37.0M
Rockwood Wealth Management, LLC 3.83% Reduce -0.4% 1,375,069 $35.5M
Stordahl Capital Management, Inc. 8.34% Add +3.9% 1,364,392 $35.3M
Betterment LLC 0.08% Add +10.4% 1,307,929 $33.8M
Verisail Partners, LLC 15.55% — 1,285,591 $33.2M
Commonwealth Equity Services, LLC 0.05% Add +2.5% 1,259,692 $32.6M
Your Advocates Ltd., LLP 12.85% Add +5.1% 1,251,082 $32.3M
Ullmann Wealth Partners Group, LLC 4.14% Add +1.6% 1,242,757 $32.1M
NewEdge Advisors, LLC 0.19% Reduce -9.3% 1,229,580 $31.8M
Jentner Corp 9.06% Add +18.2% 1,203,275 $31.1M
True Wealth Design, LLC 11.98% Add +1.0% 1,195,050 $30.9M
Mariner, LLC 0.05% Reduce -8.8% 1,177,066 $30.4M
Great Waters Wealth Management 3.89% Reduce -13.8% 1,171,700 $30.3M
RS Crum Inc. 7.46% Add +3.4% 1,169,472 $30.2M
Aspen Wealth Management LLC 8.82% Add +16.0% 1,151,705 $29.8M
Alpha Financial Advisors, LLC 13.17% Add +10.6% 1,125,288 $29.1M
Bank of America Corp. 0.00% Add +7.7% 1,096,277 $28.3M
von Borstel & Associates, Inc. 10.89% Add +64.3% 1,076,109 $27.8M
Eaton-Cambridge Inc. 12.19% Add +11.7% 1,057,263 $27.3M
Vestmark Advisory Solutions, Inc. 0.92% Add +1.1% 1,029,820 $26.6M
Capstone Capital LLC 21.59% Add +7.1% 1,021,443 $26.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.11% Add +79.5% 1,004,422 $26.0M
DecisionPoint Financial, LLC 7.49% Add +23.1% 947,883 $24.5M
Burton Enright Welch 5.09% Add +8.3% 938,393 $24.3M
ARK & TLK Investments, LLC 8.34% Add +8.7% 928,735 $24.0M
BCU Wealth Advisors, LLC 13.32% Add +43.9% 902,227 $23.3M
Freedom Investment Management, Inc. 1.93% Reduce -0.3% 898,067 $23.2M
United Wealth Management, LLC 7.52% — 863,493 $22.3M
Pinnacle Financial Group, LLC / IL 8.72% Add +6.0% 861,645 $22.3M
Symmetry Partners, LLC 3.15% Add +175.7% 857,587 $22.2M
Essential Planning, LLC. 0.14% Add +7689.5% 827,793 $22.1M
AdvisorNet Financial, Inc 1.85% Add +6.3% 856,218 $22.1M
Market Street Wealth Management Advisors LLC 3.68% Add +4.5% 849,189 $21.9M
Tassel Capital Management, Inc. 19.27% — 840,494 $21.7M
SC&H Financial Advisors, Inc. 4.26% Add +13.2% 798,584 $20.6M
Arax Advisory Partners 1.30% Add +3.8% 797,893 $20.6M
Burney Co./ 0.71% Add +4.5% 776,571 $20.1M
EnRich Financial Partners LLC 6.54% Add +7.6% 759,440 $19.6M
Krilogy Financial LLC 1.31% Add +11.9% 758,206 $19.6M
Straight Path Wealth Management 7.65% Add +8.5% 748,771 $19.4M
Focus Partners Advisor Solutions, LLC 0.32% Add +8.7% 743,986 $19.2M
Austin Wealth Management, LLC 3.96% Reduce -3.7% 731,405 $19.1M
Criterion Capital Advisors, LLC 11.94% No change 721,262 $19.0M
Mattern Wealth Management LLC 4.06% Add +14.5% 712,568 $18.4M
Sageworth Trust Co 1.13% Add +7.4% 708,064 $18.3M
Evanson Asset Management, LLC 1.24% Add +6.7% 701,762 $18.1M
Lutz Financial Services LLC 1.46% Add +17.5% 696,651 $18.0M
Pine Harbor Wealth Management, LLC 7.23% Add +13.5% 694,974 $18.0M
Henrickson Nauta Wealth Advisors, Inc. 7.09% Add +24.6% 674,670 $17.4M
HTG Investment Advisors, Inc. 7.68% Add +12.3% 649,730 $16.8M
Vannoy Advisory Group, Inc. 12.34% Add +2.8% 642,120 $16.6M
SwitchPoint Financial Planning, LLC 15.47% — 625,362 $16.2M
Greenspring Advisors, LLC 3.51% Add +2.3% 622,754 $16.1M
Forvis Mazars Wealth Advisors, LLC 0.36% Reduce -11.0% 610,873 $15.8M
JPMorgan Chase & Co. 0.00% Add +4.6% 605,877 $15.7M
Cambridge Financial Group, LLC 6.68% Add +11.2% 604,201 $15.6M
Aveo Capital Partners, LLC 1.70% Add +3.2% 602,269 $15.6M
Private Wealth Management Group, LLC 5.93% Reduce -0.9% 599,660 $15.5M
Mosaic Family Wealth Partners, LLC 2.22% Add +3.6% 594,308 $15.4M
Blume Capital Management, Inc. 3.43% Add +0.3% 590,717 $15.3M
Studio Investment Management LLC 3.23% Add +0.2% 588,335 $15.2M
Acorn Creek Capital LLC 7.52% Add +7.4% 566,361 $14.6M
Aire Advisors, LLC 2.86% Add +7.1% 537,444 $13.9M
Client 1ST Advisory Group, LLC 5.16% Reduce -2.5% 518,575 $13.4M
One Degree Advisors Inc 5.43% Add +8.7% 488,717 $13.3M
Burk Holdings LLC 10.57% — 505,784 $13.1M
Liberty Wealth Management LLC 2.17% Add +1.3% 503,581 $13.0M
Creative Planning 0.01% Add +4.3% 501,185 $13.0M
VeraBank, N.A. 3.51% Add +29.6% 482,280 $12.5M
Kestra Advisory Services, LLC 0.07% Add +29.9% 478,807 $12.4M
Applied Capital LLC 6.24% Add +8.6% 470,086 $12.1M
Vestment Financial LLC 9.27% — 468,513 $12.1M
Riverchase Wealth Management, LLC 8.81% — 455,959 $11.8M
Watchman Group, Inc. 3.04% Add +0.4% 448,383 $11.6M
Austin Asset Management Co Inc 2.41% New 447,394 $11.6M
Chicago Partners Investment Group LLC 0.38% Add +1.8% 444,221 $11.5M
Pillar Financial Advisors, LLC 8.82% — 445,731 $11.5M
GeoWealth Management, LLC 0.37% Reduce -11.2% 441,369 $11.4M
Wealth Advisors Northwest LLC 7.66% — 435,180 $11.2M
Passive Capital Management, LLC. 3.94% Add +6.9% 432,745 $11.2M
Waypoint Wealth Partners Inc. 2.96% Add +2.1% 419,474 $10.8M
Vestia Personal Wealth Advisors 8.71% Add +26.4% 409,573 $10.6M
Cypress Point Wealth Management, LLC 3.29% Add +12.8% 408,719 $10.6M
RCS Financial Planning, LLC 5.61% Reduce -1.4% 407,910 $10.5M
Heritage Investment Group, Inc. 1.96% Add +10.1% 407,283 $10.5M
Versant Capital Management, Inc 2.25% Add +7.4% 403,229 $10.4M
Gemmer Asset Management LLC 1.02% Reduce -5.8% 402,058 $10.4M
BCO Wealth Management LLC 8.56% — 398,409 $10.3M
Tillman Hartley LLC 2.95% Add +1.9% 397,798 $10.3M
American Investment Services, Inc. 1.79% Add +10.2% 391,595 $10.1M
Trust Co of the South 2.05% Add +25.7% 389,716 $10.1M
Hiley Hunt Wealth Management 5.54% Add +8.1% 386,101 $10.0M
Ruedi Wealth Management, Inc. 3.13% Add +8.8% 383,834 $9.9M
Pacific Asset Management, LLC 9.27% — 381,858 $9.9M
LifeGuide Financial Advisors, LLC 4.13% Add +6.4% 372,355 $9.6M
Hippocratic Financial Advisors, LLC 6.67% — 371,148 $9.6M
Hutchens & Kramer Investment Management Group, LLC 5.19% Add +5.2% 369,643 $9.6M
Quarry Hill Advisors, LLC 6.38% Add +4.9% 366,658 $9.5M
Integrated Wealth Concepts LLC 0.11% Add +226.9% 361,803 $9.4M
SageOak Financial, LLC 8.35% — 353,646 $9.1M
Vantage Point Financial LLC 4.90% — 351,833 $9.1M
Mills Wealth Advisors LLC 5.14% Add +15.7% 349,422 $9.0M
Geneos Wealth Management Inc. 0.31% Add +8.0% 341,429 $8.8M
Abel Hall, LLC 5.62% Add +4.0% 341,170 $8.8M
Jane Street Group, LLC 0.01% Reduce -16.4% 338,391 $8.7M
Scratch Capital LLC 10.65% — 337,469 $8.7M
Sensible Money, LLC 3.77% Add +18.8% 332,657 $8.6M
Signature Resources Capital Management, LLC 7.64% Add +0.1% 330,883 $8.6M
Physician Wealth Solutions Inc. 4.27% Add +2.0% 329,673 $8.5M
Ridgeline Wealth, LLC 6.82% — 323,990 $8.4M
Cravens & Co Advisors, LLC 6.09% Add +3.2% 309,375 $8.0M
Osaic Holdings, Inc. 0.02% Add +14.9% 307,985 $8.0M
Rehmann Capital Advisory Group 0.50% Add +0.8% 306,721 $7.9M
Bridge Generations Wealth Management LLC 5.17% — 302,776 $7.8M
Sterling Wealth Advisors Inc 6.13% — 302,157 $7.8M
North Ridge Wealth Advisors, Inc. 5.30% Reduce -1.4% 296,080 $7.7M
Financial Harvest, LLC 6.42% — 294,189 $7.6M
American Capital Advisory, LLC 4.01% Add +9.6% 279,963 $7.2M
Jackson Thornton Wealth Management, LLC 0.91% Add +37.9% 279,631 $7.2M
Hurlow Wealth Management Group, Inc. 2.25% Add +30.1% 279,261 $7.2M
KFG Wealth Management, LLC 1.30% Add +39.0% 269,177 $7.0M
Grand Wealth Management, LLC 3.58% Add +15.4% 248,651 $6.4M
Timonier Family Office, LTD. 3.25% — 245,137 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +11.3% 241,366 $6.2M
KOM Wealth Management Group, LLC 4.60% Add +7.0% 241,002 $6.2M
Cardiff Park Advisors, LLC 0.58% Add +0.5% 237,158 $6.1M
Morgan Stanley 0.00% Add +14.1% 232,805 $6.0M
Corient Private Wealth LP 0.01% Add +0.0% 230,583 $6.0M
MML Investors Services, LLC 0.02% Add +13.7% 229,065 $5.9M
Orion Porfolio Solutions, LLC 0.06% Add +9.8% 225,976 $5.8M
Orion Portfolio Solutions, LLC 0.06% Add +9.8% 225,976 $5.8M
Coyle Financial Counsel LLC 1.81% Reduce -7.2% 220,718 $5.7M
Parkworth Wealth Management, Inc. 4.65% — 216,487 $5.6M
Penobscot Wealth Management 2.46% Add +7.3% 206,592 $5.3M
Farther Finance Advisors, LLC 0.19% Reduce -3.6% 202,896 $5.2M
Raymond James Financial Inc. 0.00% — 197,474 $5.1M
Tilson Financial Group, Inc. 2.05% Add +12.0% 194,632 $5.0M
Five Oceans Advisors 2.21% Add +4.0% 186,820 $4.8M
EverSource Wealth Advisors, LLC 0.27% Add +34.5% 184,356 $4.8M
Signet Financial Management, LLC 0.61% Add +0.3% 183,649 $4.7M
Financial Symmetry Inc 3.20% Add +50.0% 182,679 $4.7M
Ariadne Wealth Management, LP 2.12% Add +3.7% 170,153 $4.6M
Entrewealth, LLC 4.26% — 164,849 $4.6M
Apollon Wealth Management, LLC 0.10% Reduce -0.2% 172,997 $4.5M
Family Office Research LLC 1.93% — 170,676 $4.4M
Porter White Investment Advisors, Inc. 2.22% Add +3.4% 168,984 $4.4M
Foundation Wealth Management, LLC\PA 2.09% — 166,669 $4.3M
Rialto Wealth Management, LLC 1.40% — 164,071 $4.2M
Keb Asset Management, LLC 1.19% Add +9.0% 160,582 $4.2M
JDH Wealth Management, LLC 3.54% — 156,304 $4.0M
Moisand Fitzgerald Tamayo, LLC 0.56% Reduce -1.1% 154,431 $4.0M
Longview Financial Advisors LLC 2.64% — 151,899 $3.9M
RBF Capital, LLC 0.20% Reduce -6.3% 150,000 $3.9M
Prospect Financial Group LLC 4.66% — 146,445 $3.8M
Truist Financial Corp. 0.01% Reduce -15.8% 144,001 $3.7M
Smartleaf Asset Management LLC 0.37% Add +8.6% 141,356 $3.6M
Sowell Financial Services LLC 0.19% Add +1.4% 139,874 $3.6M
Cresset Asset Management, LLC 0.02% No change 135,700 $3.5M
Waterfront Wealth Inc. 0.83% Add +0.9% 131,229 $3.4M
FMB Wealth Management 1.83% Add +9.5% 125,881 $3.3M
Michael A. Dubis Financial Planning, LLC 3.06% — 122,495 $3.2M
IFP Advisors, Inc 0.10% Add +33.8% 122,118 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -28.6% 120,916 $3.1M
SageView Advisory Group, LLC 0.13% Add +0.8% 119,806 $3.1M
Wealthcare Advisory Partners LLC 0.09% Reduce -6.8% 119,709 $3.1M
XY Planning Network, Inc. 2.30% — 118,658 $3.1M
EP Wealth Advisors, LLC 0.02% Add +842.9% 110,936 $2.9M
Avant Financial Advisors LLC 2.59% — 109,171 $2.8M
Sageworth Trust Co of South Dakota 3.57% Add +3.5% 109,163 $2.8M
Beacon Pointe Advisors, LLC 0.03% Reduce -1.5% 108,858 $2.8M
Northwest Wealth Management, LLC 0.54% Reduce -0.7% 97,674 $2.5M
Archford Capital Strategies, LLC 0.36% New 93,374 $2.4M
Grunden Financial Advisory, Inc. 1.16% Add +46.0% 93,275 $2.4M
CFS Investment Advisory Services, LLC 0.21% Reduce -4.2% 91,843 $2.4M
AssuredPartners Investment Advisors, LLC 0.46% — 91,839 $2.4M
Copperleaf Capital, LLC 1.43% Add +13.3% 87,521 $2.3M
Two West Capital Advisors LLC 1.89% Add +9.5% 85,293 $2.2M
PBMares Wealth Management LLC 0.44% Add +55.6% 83,895 $2.2M
Cahill Wealth Management, LLC 1.10% Add +0.2% 83,814 $2.2M
Firethorn Wealth Partners, LLC 1.07% Reduce -0.6% 83,298 $2.2M
Peirce Capital Management, LLC 1.10% Add +4.2% 82,926 $2.1M
Millstone Evans Group, LLC 1.42% — 80,809 $2.1M
Live Oak Private Wealth LLC 0.35% Reduce -7.0% 79,910 $2.1M
Allworth Financial LP 0.01% Reduce -3.0% 74,653 $2.0M
Townsquare Capital LLC 0.02% Add +34.8% 76,533 $2.0M
Signature Estate & Investment Advisors LLC 0.05% Add +384.1% 75,043 $1.9M
Corus Family Wealth Advisors 1.29% Reduce -4.7% 73,895 $1.9M
Willow Creek Wealth Management Inc. 0.19% Add +11.4% 73,182 $1.9M
Gordian Advisors LLC 1.49% Add +23.1% 72,748 $1.9M
Aegis Wealth Management LLC 1.26% — 72,180 $1.9M
Berger Financial Group, Inc 0.13% New 70,687 $1.8M
Daner Wealth Management, LLC 1.32% — 66,480 $1.8M
Caprock Group, LLC 0.06% Add +0.1% 69,397 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.6% 68,571 $1.8M
Financial Alternatives, Inc 1.22% Reduce -0.0% 67,146 $1.7M
Susquehanna International Group, LLP 0.00% New 64,583 $1.7M
Tru Independence Asset Management 2, LLC 1.38% Add +232.5% 64,201 $1.7M
Dynamic Advisor Solutions LLC 0.07% Add +29.2% 63,834 $1.6M
GEN Financial Management, INC. 1.07% — 63,541 $1.6M
Cahill Financial Advisors Inc. 0.22% Reduce -3.2% 63,256 $1.6M
Pure Financial Advisors, LLC 0.04% Reduce -2.7% 62,311 $1.6M
Schwarz Dygos Wheeler Investment Advisors LLC 0.40% Add +3.0% 61,958 $1.6M
Sprinkle Financial Consultants LLC 1.09% Add +12.2% 61,785 $1.6M
Squire Investment Management Company, LLC 0.70% Add +56.5% 61,249 $1.6M
Total Clarity Wealth Management, Inc. 0.51% Add +1.7% 60,971 $1.6M
Peninsula Wealth, LLC 0.27% Add +0.7% 60,485 $1.6M
Nwam LLC 0.10% Add +8.4% 60,444 $1.6M
Foundations Investment Advisors, LLC 0.03% Add +14.3% 60,080 $1.6M
Strathmore Capital Advisors, Inc. 1.11% — 59,093 $1.5M
Stifel Financial Corp. 0.00% Add +1.1% 58,935 $1.5M
Root Financial Partners, LLC 0.19% Add +1.3% 58,871 $1.5M
Strategent Financial, LLC 1.51% — 58,687 $1.5M
Legacy Financial Group, Inc. 0.48% Add +59.0% 57,744 $1.5M
Private Advisor Group, LLC 0.01% Add +33.3% 54,698 $1.4M
Altiora Financial Group, LLC 0.31% Add +1.0% 54,513 $1.4M
Bleakley Financial Group, LLC 0.04% New 53,844 $1.4M
Monograph Wealth Advisors, LLC 0.18% Add +0.6% 53,646 $1.4M
Fort Vancouver Investment Management, LLC 1.17% Add +1250.8% 53,410 $1.4M
Summit X, LLC 0.30% Add +25.5% 52,244 $1.4M
AQR Capital Management 0.00% Add +70.1% 50,906 $1.3M
WorthPointe, LLC 0.54% Add +33.7% 49,994 $1.3M
MAI Capital Management 0.01% Add +8.3% 48,842 $1.3M
GEM Asset Management, LLC 0.70% Add +14.0% 48,716 $1.3M
CreativeOne Wealth, LLC 0.04% Add +4.9% 46,937 $1.2M
First Manhattan Co. Llc. 0.00% No change 45,636 $1.2M
Hoxton Planning & Management, LLC 0.45% Reduce -0.9% 45,510 $1.2M
McGrath & Associates, Inc. 2.20% — 42,227 $1.1M
Bluespring Wealth Management, LLC 0.11% Add +8.3% 40,162 $1.0M
BIP Wealth, LLC 0.07% Add +64.1% 39,987 $1.0M
Sutton Place Investors LLC 0.59% Add +248.9% 39,241 $1.0M
25 LLC 0.42% Add +1.3% 38,498 $995K
Perigon Wealth Management, LLC 0.02% Reduce -0.0% 38,137 $992K
Warburton Capital Management, LLC 0.74% — 38,202 $987K
Plum Street Advisors, LLC 0.46% New 35,908 $928K
Solutions 4 Wealth, Ltd 1.66% No change 35,511 $918K
Modera Wealth Management, LLC 0.01% Add +0.0% 34,128 $882K
Geometric Wealth Advisors 0.16% No change 33,948 $877K
RFG Advisory, LLC 0.02% Reduce -46.7% 33,871 $875K
Quad-Cities Investment Group, LLC 0.43% Add +3.5% 33,611 $869K
TCFG Wealth Management, LLC 0.44% Add +3.4% 33,597 $868K
Austin Private Wealth, LLC 0.08% New 33,521 $866K
WMS Partners, LLC 0.05% Add +18.8% 33,334 $862K
Archer Investment Management, LLC 0.53% — 33,310 $861K
Sax Wealth Advisors, LLC 0.07% Add +70.9% 33,077 $855K
JFS Wealth Advisors, LLC 0.06% Add +226.4% 32,739 $846K
Wealthspan Partners, LLC 0.38% Add +3.9% 30,818 $796K
Hemington Wealth Management 0.20% Reduce -0.6% 30,690 $793K
Citigroup Inc. 0.00% Add +116.7% 28,718 $742K
Astra Wealth Partners LLC 0.67% — 27,521 $711K
Fiduciary Financial Group, LLC 0.15% Add +93.6% 27,605 $706K
Savvy Advisors, Inc. 0.08% Reduce -24.0% 27,001 $698K
Main Street Financial Solutions, LLC 0.07% Add +90.8% 26,807 $693K
Envision Financial Planning, LLC 0.35% Reduce -5.7% 26,042 $673K
C M Bidwell & Associates Ltd. 0.39% Add +0.1% 25,074 $648K
Barry Investment Advisors, LLC 0.21% Add +0.4% 24,828 $642K
Beacon Financial Advisory LLC 0.21% Reduce -5.8% 24,647 $637K
Lakeridge Wealth Management LLC 0.32% Reduce -28.1% 24,179 $625K
Bessemer Group Inc. 0.00% No change 24,000 $620K
Werba Rubin Papier Wealth Management 0.14% Reduce -0.3% 23,732 $613K
Gradient Capital Advisors, LLC 0.19% No change 22,962 $593K
Allegiance Financial Group Advisory Services LLC 0.19% No change 22,809 $590K
Mustard Seed Financial, LLC 0.46% Reduce -0.1% 21,859 $565K
Investmark Advisory Group LLC 0.27% Add +30.6% 21,288 $550K
Oceanside Advisors LLC 0.41% Add +10.1% 21,246 $549K
Capstone Financial Advisors, Inc. 0.03% No change 20,750 $536K
Vermillion Wealth Management, Inc. 0.27% — 20,521 $530K
Lionshead Wealth Management, LLC 0.38% — 20,196 $522K
EWG Elevate Inc. 0.16% Add +0.5% 19,947 $516K
Royal Bank of Canada 0.00% Add +25.7% 19,860 $513K
Angeles Wealth Management, LLC 0.04% Reduce -13.9% 19,405 $502K
Visionary Wealth Advisors 0.03% Add +29.0% 18,927 $489K
Disciplined Equity Management, Inc. 0.31% Add +0.8% 18,610 $481K
Prime Capital Investment Advisors, LLC 0.01% Add +142.6% 18,483 $478K
Raffa Wealth Management, LLC 0.11% Add +0.6% 18,477 $478K
Strategic Blueprint, LLC 0.03% Add +21.0% 18,331 $474K
Silver Oak Securities, Incorporated 0.04% Add +10.4% 18,232 $471K
Citizens & Northern Corp. 0.12% No change 17,326 $448K
Glass Jacobson Investment Advisors llc 0.15% Reduce -20.7% 17,324 $448K
Red Lighthouse Investment Management, LLC 0.17% Reduce -2.6% 17,041 $440K
Blue Trust, Inc. 0.01% No change 16,891 $437K
Magnolia Capital Advisors LLC 0.11% Add +0.8% 16,582 $429K
J.W. Cole Advisors, Inc. 0.02% Add +0.3% 16,484 $426K
Great Oak Capital Partners, LLC 0.14% Reduce -16.2% 16,618 $424K
Kraft Asset Management, LLC 0.33% Reduce -4.8% 16,339 $424K
1900 Wealth Management LLC 0.04% No change 16,298 $421K
Wealthspire Advisors, LLC 0.00% New 16,168 $418K
Glassman Wealth Services 0.07% Add +9.2% 15,949 $412K
Black Point Wealth Management 0.46% Add +44.6% 15,222 $393K
Landing Point Financial Group, LLC 0.29% — 13,840 $379K
SYM FINANCIAL Corp 0.05% Add +5.8% 13,947 $360K
HFG Wealth Management, LLC 0.23% Add +1.8% 12,548 $353K
Merit Financial Group, LLC 0.01% New 13,540 $350K
Cobblestone Capital Advisors LLC 0.02% New 13,460 $348K
Thrivent Financial for Lutherans 0.00% New 13,330 $345K
Clark Asset Management, LLC 0.06% Add +0.8% 13,217 $342K
TAGStone Capital, Inc. 0.17% Add +20.4% 13,169 $340K
Tranquility Partners, LLC 0.13% Reduce -8.3% 13,008 $336K
GTS Securities LLC 0.02% New 12,870 $333K
Acorn Wealth Advisors, LLC 0.14% New 12,655 $327K
Principal Securities, Inc. 0.01% Reduce -2.1% 12,487 $323K
Atria Wealth Solutions, Inc. 0.00% Add +1.1% 12,436 $321K
Tableaux LLC 0.27% — 12,429 $321K
Lion Street Advisors, LLC 0.10% No change 12,186 $315K
Wingate Wealth Advisors, Inc. 0.30% — 11,963 $309K
WCG Wealth Advisors LLC 0.02% Add +0.0% 11,967 $309K
Squarepoint Ops LLC 0.00% New 11,925 $308K
Aerodigm Wealth, LLC 0.18% Add +1.3% 11,713 $303K
Independent Financial Group, LLC 0.01% Add +3.7% 11,553 $299K
Ashton Thomas Private Wealth, LLC 0.01% Add +5.4% 11,362 $294K
Aurelius Family Office LLC 0.15% — 11,357 $294K
Brown Advisory Inc. 0.00% New 11,317 $292K
Visionary Horizons, LLC 0.19% Add +5.2% 11,005 $284K
Aptus Capital Advisors, LLC 0.00% Reduce -83.6% 10,844 $280K
Atlantic Union Bankshares Corp 0.02% No change 10,546 $273K
First Financial Group Corp 0.30% — 10,443 $270K
Life Planning Partners, Inc 0.25% No change 10,314 $267K
Triad Wealth Partners, LLC 0.09% New 10,172 $263K
Canvas Wealth Advisors, LLC 0.07% New 10,034 $259K
Claris Advisors, LLC / Mo / 0.10% Add +0.4% 9,812 $254K
LJI Wealth Management, LLC 0.05% Add +0.0% 9,715 $251K
TCI Wealth Advisors, Inc. 0.02% Add +0.6% 9,632 $249K
BOS Asset Management, LLC 0.09% Add +0.1% 9,603 $248K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -18.4% 9,442 $244K
QRG Capital Management, Inc. 0.00% New 9,430 $244K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.0% 9,402 $243K
Tumwater Wealth Management, LLC 0.13% — 9,348 $242K
Hilltop Holdings Inc. 0.02% Reduce -11.1% 9,245 $239K
Investment Advisory Group, LLC 0.08% Add +0.8% 9,186 $237K
MB Generational Wealth, LLC 0.17% Reduce -13.5% 9,159 $237K
PNC Financial Services Group, Inc. 0.00% No change 9,053 $234K
Aspire Private Capital, LLC 0.06% Add +3.4% 9,049 $234K
Captrust Financial Advisors 0.00% New 8,955 $231K
Citrine Capital LLC 0.17% — 8,902 $230K
Vista Capital Partners, Inc. 0.03% New 8,629 $223K
U.S. Capital Wealth Advisors, LLC 0.01% No change 8,513 $220K
Wells Fargo & Company 0.00% Reduce -30.2% 8,504 $220K
Quadrature Capital Ltd 0.00% New 8,198 $212K
AE Wealth Management LLC 0.00% Reduce -69.0% 6,127 $158K
Pinnacle Bancorp, Inc. 0.05% New 6,120 $158K
Reyes Financial Architecture, Inc. 0.12% — 6,076 $157K
Signaturefd, LLC 0.00% New 6,023 $156K
Global Trust Asset Management, LLC 0.04% Add +12.5% 4,500 $116K
MPWM Advisory Solutions, LLC 0.08% — 4,435 $115K
Hurley Capital, LLC 0.09% — 4,195 $109K
Maryland Capital Advisors Inc. 0.05% No change 3,811 $98K
Cwm, LLC 0.00% Reduce -38.4% 3,739 $97K
Citadel Advisors 0.00% New 2,848 $74K
Elevate Wealth Advisory, Inc. 0.05% Add +7.0% 2,757 $71K
Colonial Trust Co / SC 0.01% Reduce -46.9% 2,730 $71K
Physician Wealth Advisors, Inc. 0.01% New 2,720 $70K
Vermillion & White Wealth Management Group, LLC 0.05% Add +0.1% 2,597 $67K
National Bank of Canada 0.00% New 2,573 $66K
Salem Investment Counselors Inc. 0.00% No change 2,361 $61K
Steward Partners Investment Advisory, LLC 0.00% No change 2,231 $58K
Elevation Wealth Partners, LLC 0.02% No change 2,113 $55K
Avondale Wealth Management 0.03% No change 2,000 $52K
UBS Group AG 0.00% New 1,864 $48K
TD Waterhouse Canada Inc. 0.00% New 1,736 $45K
Global Retirement Partners, LLC 0.00% Reduce -1.5% 1,580 $41K
O'shaughnessy Asset Management, LLC 0.00% Add +24.1% 1,570 $41K
Parallel Advisors, LLC 0.00% Add +0.8% 1,320 $34K
Topsail Wealth Management, LLC 0.01% — 1,155 $30K
Hantz Financial Services, Inc. 0.00% New 1,123 $29K
Fifth Third Bancorp 0.00% New 1,096 $28K
Conquis Financial LLC 0.03% — 1,065 $28K
Clearstead Advisors, LLC 0.00% New 949 $25K
Medallion Wealth Advisors, LLC 0.01% — 912 $24K
Guardian Wealth Advisors, LLC / NC 0.00% No change 817 $21K
Cherry Tree Wealth Management, LLC 0.01% No change 777 $20K
Comerica Bank 0.00% Reduce -4.7% 645 $17K
Transce3nd, LLC 0.01% — 630 $16K
Assetmark, Inc. 0.00% Add +75.9% 431 $11K
Capital Analysts, LLC 0.00% No change 443 $11K
Optimum Investment Advisors 0.00% No change 417 $11K
FMR LLC 0.00% Add +40500.0% 406 $10K
DHJJ Financial Advisors, Ltd. 0.00% No change 390 $10K
Private Trust Co. NA 0.00% New 330 $9K
NBT Bank, N.A. 0.00% No change 272 $7K
WealthCollab, LLC 0.00% No change 262 $7K
Tucker Asset Management LLC 0.00% No change 262 $7K
Capital Investment Advisory Services, LLC 0.00% No change 124 $3K
Continuum Advisory, LLC 0.00% Add +1.2% 82 $2K
Harbour Investments, Inc. 0.00% No change 46 $1K

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