Dimensional InternationalDFICETF
13F holders, Q1 2025 (March 31)446holders +23
38new positions
17sold out
3famous investors
$27.54avg. 13F price*
At the end of Q1 2025, 446 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 23 from Q4 2024. 38 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($858.0M), Envestnet Asset Management Inc. ($764.6M) and Forum Financial Management, LP ($450.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $52.4M |
| Exits | 17 | $62.6M |
All 13F filers, Q4 2024 → Q1 2025: 23,995,655 shares bought and 2,028,866,285 shares sold, net −2,004,870,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 446 holders
| Mercer Global Advisors Inc. | 1.97% | Add +12.7% | 30,896,623 | $858.0M |
| Envestnet Asset Management Inc. | 0.25% | Reduce -6.5% | 27,533,206 | $764.6M |
| Forum Financial Management, LP | 7.46% | Reduce -0.8% | 16,228,081 | $450.7M |
| Kestra Investment Management, LLC | 3.88% | Add +279.5% | 9,460,742 | $201.2M |
| Evensky & Katz LLC | 11.77% | Add +3.1% | 6,319,608 | $175.5M |
| HighTower Advisors, LLC | 0.20% | Add +6.1% | 5,171,216 | $143.6M |
| RW Investment Management LLC | 16.19% | Reduce -3.5% | 4,743,178 | $131.7M |
| JMG Financial Group, Ltd. | 3.84% | Add +17.1% | 4,102,611 | $113.9M |
| Summit Financial Strategies, Inc. | 10.89% | Add +2.1% | 3,887,132 | $107.9M |
| Cannon Financial Strategists, Inc. | 16.11% | Add +3.1% | 3,380,038 | $93.9M |
| Pathstone Holdings, LLC | 0.40% | Add +0.1% | 3,305,066 | $92.0M |
| Wealthstream Advisors, Inc. | 16.67% | Add +3.4% | 3,209,046 | $89.1M |
| Apella Capital, LLC | 2.98% | Add +16.1% | 3,254,844 | $86.7M |
| Awm Capital, LLC | 9.62% | Add +1.8% | 2,967,603 | $82.4M |
| LPL Financial LLC | 0.03% | Add +15.7% | 2,771,687 | $77.0M |
| Focus Partners Wealth | 0.18% | Add +7.5% | 2,559,824 | $71.1M |
| Phillips Financial Management, LLC | 5.38% | Add +13.6% | 2,505,201 | $69.6M |
| WPWealth LLP | 13.48% | Add +1.3% | 2,457,368 | $68.2M |
| Miramar Fiduciary Corp | 56.73% | Add +4.4% | 2,269,446 | $63.0M |
| Hill Investment Group Partners, LLC | 8.37% | Reduce -0.2% | 2,194,800 | $60.9M |
| Great Valley Advisor Group, Inc. | 1.31% | Add +2.3% | 2,191,454 | $60.9M |
| Aspen Capital Management, LLC | 18.90% | — | 2,128,595 | $59.1M |
| Asset Dedication, LLC | 4.77% | Add +7.5% | 2,117,644 | $58.8M |
| Park Avenue Securities LLC | 0.70% | Add +5.1% | 2,064,742 | $57.3M |
| Syverson Strege & Co | 18.20% | Add +1.8% | 2,039,608 | $56.6M |
| Rockbridge Investment Management, LCC | 6.67% | Add +34.6% | 2,028,577 | $56.3M |
| Truepoint, Inc. | 1.51% | Reduce -1.0% | 2,002,590 | $55.6M |
| Rather & Kittrell, Inc. | 11.74% | Add +10.3% | 1,948,617 | $54.1M |
| OneDigital Investment Advisors LLC | 0.62% | Add +2.8% | 1,895,937 | $52.7M |
| Brighton Jones LLC | 1.62% | Add +7.5% | 1,822,674 | $50.6M |
| SJS Investment Consulting Inc. | 8.41% | Add +0.3% | 1,775,942 | $49.3M |
| Millburn Ridgefield LLC | 1.17% | Reduce -0.6% | 1,741,130 | $48.4M |
| Catalyst Capital Advisors LLC | 0.99% | Reduce -0.6% | 1,741,130 | $48.4M |
| Baird Financial Group, Inc. | 0.09% | Add +0.5% | 1,672,274 | $46.4M |
| Leading Edge Financial Planning LLC | 13.94% | Add +6.1% | 1,607,348 | $44.6M |
| Kooman & Associates | 15.91% | Add +4.0% | 1,562,523 | $43.4M |
| DiNuzzo Private Wealth, Inc. | 5.33% | Reduce -0.2% | 1,523,384 | $42.3M |
| Stordahl Capital Management, Inc. | 9.53% | Add +6.1% | 1,447,420 | $40.2M |
| Betterment LLC | 0.10% | Add +10.5% | 1,445,557 | $40.1M |
| Rockwood Wealth Management, LLC | 4.05% | Add +4.0% | 1,430,154 | $39.7M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -2.4% | 1,429,530 | $39.7M |
| Efficient Advisors, LLC | 2.52% | Reduce -2.4% | 1,395,395 | $38.8M |
| von Borstel & Associates, Inc. | 11.27% | Add +26.2% | 1,357,717 | $37.7M |
| Savant Capital, LLC | 0.31% | Reduce -34.5% | 1,305,257 | $36.2M |
| Verisail Partners, LLC | 16.67% | Add +1.3% | 1,302,412 | $36.2M |
| Aspen Wealth Management LLC | 10.05% | Add +11.0% | 1,278,509 | $35.5M |
| Ullmann Wealth Partners Group, LLC | 4.71% | Add +2.7% | 1,276,581 | $35.5M |
| Your Advocates Ltd., LLP | 13.58% | Add +1.9% | 1,274,641 | $35.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.1% | 1,260,622 | $35.0M |
| Bridgewater Advisors Inc. | 3.00% | Reduce -22.9% | 1,198,690 | $34.7M |
| Jentner Corp | 10.27% | Add +2.7% | 1,235,736 | $34.3M |
| Mariner, LLC | 0.06% | Add +1.1% | 1,190,630 | $33.1M |
| Vestmark Advisory Solutions, Inc. | 0.85% | Add +14.9% | 1,183,390 | $32.9M |
| True Wealth Design, LLC | 12.41% | Reduce -1.8% | 1,173,160 | $32.6M |
| RS Crum Inc. | 8.61% | Reduce -1.5% | 1,151,931 | $32.0M |
| Eaton-Cambridge Inc. | 13.49% | Add +6.9% | 1,130,609 | $31.4M |
| Bank of America Corp. | 0.00% | Add +2.8% | 1,127,386 | $31.3M |
| DecisionPoint Financial, LLC | 8.72% | Add +14.1% | 1,081,724 | $30.0M |
| NewEdge Advisors, LLC | 0.18% | Reduce -12.1% | 1,081,377 | $30.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.35% | Add +6.6% | 1,071,152 | $29.8M |
| Capstone Capital LLC | 23.49% | Add +3.2% | 1,054,437 | $29.3M |
| Symmetry Partners, LLC | 3.94% | Add +19.1% | 1,020,922 | $28.4M |
| Burton Enright Welch | 5.70% | Add +7.5% | 1,008,907 | $28.0M |
| Great Waters Wealth Management | 3.85% | Reduce -14.8% | 998,355 | $27.7M |
| United Wealth Management, LLC | 8.32% | Add +10.8% | 956,922 | $26.6M |
| Alpha Financial Advisors, LLC | 11.68% | Reduce -15.9% | 946,021 | $26.3M |
| BCU Wealth Advisors, LLC | 13.55% | Add +4.0% | 937,941 | $26.0M |
| Pinnacle Financial Group, LLC / IL | 9.38% | Add +7.8% | 929,304 | $25.8M |
| ARK & TLK Investments, LLC | 9.01% | Reduce -0.9% | 920,626 | $25.6M |
| AdvisorNet Financial, Inc | 1.87% | Add +6.1% | 908,780 | $25.2M |
| Freedom Investment Management, Inc. | 2.07% | Reduce -1.1% | 888,675 | $24.7M |
| Market Street Wealth Management Advisors LLC | 4.09% | Add +2.1% | 866,706 | $24.1M |
| EP Wealth Advisors, LLC | 0.19% | Add +675.8% | 860,660 | $23.9M |
| SC&H Financial Advisors, Inc. | 4.68% | Add +7.3% | 857,003 | $23.8M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Add +13.9% | 847,754 | $23.5M |
| Burney Co./ | 0.83% | Add +5.9% | 822,060 | $22.8M |
| Straight Path Wealth Management | 9.18% | Add +9.2% | 817,320 | $22.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 9.25% | Add +27.4% | 859,197 | $22.6M |
| EnRich Financial Partners LLC | 7.56% | Add +6.7% | 810,118 | $22.5M |
| Krilogy Financial LLC | 1.45% | Add +6.6% | 808,127 | $22.4M |
| Arax Advisory Partners | 1.42% | Reduce -0.4% | 794,397 | $22.1M |
| Trust Co of the South | 4.52% | Add +99.8% | 778,838 | $21.6M |
| Sageworth Trust Co | 1.33% | Add +8.7% | 769,415 | $21.4M |
| Lutz Financial Services LLC | 1.69% | Add +6.5% | 741,577 | $20.6M |
| Evanson Asset Management, LLC | 1.46% | Add +5.5% | 740,648 | $20.6M |
| Wealthcare Advisory Partners LLC | 0.55% | Add +513.8% | 734,806 | $20.4M |
| Mattern Wealth Management LLC | 4.44% | Add +1.5% | 723,324 | $20.1M |
| Greenspring Advisors, LLC | 4.75% | Add +15.8% | 720,999 | $20.0M |
| Tassel Capital Management, Inc. | 17.06% | Reduce -16.4% | 702,440 | $19.5M |
| Austin Wealth Management, LLC | 3.90% | Reduce -6.9% | 681,106 | $19.5M |
| Aveo Capital Partners, LLC | 3.17% | Add +8.4% | 653,005 | $19.1M |
| HTG Investment Advisors, Inc. | 7.81% | Add +3.8% | 674,220 | $18.7M |
| Pine Harbor Wealth Management, LLC | 7.48% | Reduce -3.1% | 673,148 | $18.7M |
| New Dimensions Wealth Management, LLC | 18.51% | — | 666,939 | $18.5M |
| Vannoy Advisory Group, Inc. | 13.50% | Add +2.1% | 655,651 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 635,199 | $17.6M |
| Blume Capital Management, Inc. | 3.95% | Add +7.2% | 633,109 | $17.6M |
| SwitchPoint Financial Planning, LLC | 16.65% | Add +1.1% | 632,241 | $17.6M |
| Integrity Alliance, Llc. | 0.69% | New | 628,369 | $17.4M |
| Mosaic Family Wealth Partners, LLC | 2.44% | Add +3.8% | 616,779 | $17.1M |
| Cambridge Financial Group, LLC | 7.16% | Add +0.6% | 607,618 | $16.9M |
| Private Wealth Management Group, LLC | 6.21% | Add +1.1% | 606,414 | $16.8M |
| Studio Investment Management LLC | 3.39% | Add +0.4% | 590,521 | $16.4M |
| Acorn Creek Capital LLC | 8.14% | Add +3.7% | 587,080 | $16.3M |
| Aire Advisors, LLC | 3.28% | Add +4.5% | 561,789 | $15.6M |
| Chicago Partners Investment Group LLC | 0.49% | Add +12.4% | 499,121 | $14.6M |
| VeraBank, N.A. | 4.04% | Add +8.2% | 521,889 | $14.5M |
| One Degree Advisors Inc | 5.96% | Add +6.7% | 521,463 | $14.5M |
| Burk Holdings LLC | 10.92% | Add +3.0% | 520,887 | $14.5M |
| Creative Planning | 0.01% | Add +1.9% | 510,546 | $14.2M |
| Liberty Wealth Management LLC | 2.68% | Add +0.3% | 505,020 | $14.0M |
| Client 1ST Advisory Group, LLC | 5.40% | Reduce -3.7% | 499,425 | $13.9M |
| Pillar Financial Advisors, LLC | 10.24% | Add +11.0% | 494,656 | $13.7M |
| Passive Capital Management, LLC. | 4.31% | Add +13.1% | 489,550 | $13.6M |
| Vestment Financial LLC | 9.52% | Add +1.6% | 476,033 | $13.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.31% | Reduce -24.1% | 463,493 | $12.9M |
| Wealth Advisors Northwest LLC | 8.13% | Add +6.3% | 462,375 | $12.8M |
| BCO Wealth Management LLC | 9.98% | Add +15.1% | 458,457 | $12.7M |
| Plancorp, LLC | 0.50% | New | 455,461 | $12.6M |
| Applied Capital LLC | 6.20% | Reduce -3.2% | 454,985 | $12.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.4% | 452,972 | $12.6M |
| Austin Asset Management Co Inc | 2.72% | Add +0.0% | 447,397 | $12.4M |
| Heritage Investment Group, Inc. | 2.33% | Add +9.5% | 445,971 | $12.4M |
| Riverchase Wealth Management, LLC | 8.61% | Reduce -2.9% | 442,926 | $12.3M |
| Versant Capital Management, Inc | 2.03% | Add +8.2% | 436,441 | $12.1M |
| Vestia Personal Wealth Advisors | 9.54% | Add +6.0% | 434,148 | $12.1M |
| Cypress Point Wealth Management, LLC | 3.81% | Add +5.9% | 432,978 | $12.0M |
| American Investment Services, Inc. | 2.11% | Add +10.3% | 431,916 | $12.0M |
| Sensible Money, LLC | 5.12% | Add +29.5% | 430,656 | $12.0M |
| Watchman Group, Inc. | 3.34% | Reduce -4.2% | 429,692 | $11.9M |
| Hiley Hunt Wealth Management | 6.30% | Add +7.6% | 415,468 | $11.6M |
| Waypoint Wealth Partners Inc. | 3.17% | Reduce -1.4% | 413,478 | $11.5M |
| LifeGuide Financial Advisors, LLC | 4.63% | Add +9.7% | 408,592 | $11.3M |
| Pacific Asset Management, LLC | 10.01% | Add +5.3% | 402,239 | $11.2M |
| GeoWealth Management, LLC | 0.45% | Reduce -9.2% | 400,614 | $11.1M |
| Tillman Hartley LLC | 3.22% | Add +0.1% | 398,394 | $11.1M |
| RCS Financial Planning, LLC | 5.84% | Reduce -2.4% | 398,154 | $11.1M |
| Ruedi Wealth Management, Inc. | 3.41% | Add +2.1% | 391,860 | $10.9M |
| Gemmer Asset Management LLC | 1.08% | Reduce -2.7% | 391,166 | $10.9M |
| Hippocratic Financial Advisors, LLC | 6.42% | Add +4.6% | 388,320 | $10.8M |
| Mills Wealth Advisors LLC | 5.72% | Add +11.0% | 387,987 | $10.8M |
| Integrated Wealth Concepts LLC | 0.12% | Add +5.4% | 381,438 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +22.6% | 377,546 | $10.5M |
| Vantage Point Financial LLC | 5.26% | Add +6.8% | 375,608 | $10.4M |
| Quarry Hill Advisors, LLC | 6.64% | Add +0.4% | 368,069 | $10.2M |
| Hutchens & Kramer Investment Management Group, LLC | 5.61% | Reduce -0.7% | 366,945 | $10.2M |
| SageOak Financial, LLC | 8.90% | Add +2.3% | 361,686 | $10.0M |
| Geneos Wealth Management Inc. | 0.33% | Add +4.5% | 356,766 | $9.9M |
| Physician Wealth Solutions Inc. | 4.86% | Add +5.6% | 347,988 | $9.7M |
| EverSource Wealth Advisors, LLC | 0.53% | Add +87.7% | 345,956 | $9.6M |
| Abel Hall, LLC | 5.75% | Add +0.5% | 342,954 | $9.5M |
| Scratch Capital LLC | 9.64% | Reduce -0.4% | 336,147 | $9.3M |
| Signature Resources Capital Management, LLC | 7.99% | Add +1.1% | 334,443 | $9.3M |
| Sterling Wealth Advisors Inc | 6.97% | Add +7.8% | 325,826 | $9.0M |
| Timonier Family Office, LTD. | 3.93% | Add +30.6% | 320,237 | $8.9M |
| Ridgeline Wealth, LLC | 7.41% | Reduce -3.1% | 313,770 | $8.7M |
| Cravens & Co Advisors, LLC | 6.71% | Add +0.6% | 311,152 | $8.6M |
| Hurlow Wealth Management Group, Inc. | 2.67% | Add +10.2% | 307,662 | $8.5M |
| Rehmann Capital Advisory Group | 0.53% | Reduce -0.7% | 304,523 | $8.5M |
| Jackson Thornton Wealth Management, LLC | 1.12% | Add +8.3% | 302,898 | $8.4M |
| American Capital Advisory, LLC | 4.53% | Add +8.1% | 302,611 | $8.4M |
| North Ridge Wealth Advisors, Inc. | 5.60% | Add +2.0% | 302,036 | $8.4M |
| Farther Finance Advisors, LLC | 0.21% | Add +46.2% | 296,597 | $8.3M |
| Bridge Generations Wealth Management LLC | 5.12% | Reduce -3.0% | 293,661 | $8.2M |
| KFG Wealth Management, LLC | 1.37% | Add +0.8% | 271,258 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +17.6% | 265,688 | $7.4M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +17.6% | 265,688 | $7.4M |
| Fort Vancouver Investment Management, LLC | 5.65% | Add +396.4% | 265,105 | $7.4M |
| Five Oceans Advisors | 3.51% | Add +41.3% | 263,881 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.7% | 250,322 | $7.0M |
| Grand Wealth Management, LLC | 3.82% | Add +0.6% | 250,119 | $6.9M |
| Cardiff Park Advisors, LLC | 0.65% | Add +2.3% | 242,656 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +3.2% | 236,333 | $6.6M |
| Corient Private Wealth LP | 0.01% | Add +2.2% | 235,692 | $6.5M |
| Morgan Stanley | 0.00% | Add +0.7% | 234,523 | $6.5M |
| Tilson Financial Group, Inc. | 2.46% | Add +15.2% | 224,179 | $6.2M |
| Parkworth Wealth Management, Inc. | 4.81% | Add +0.1% | 216,804 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -36.0% | 216,625 | $6.0M |
| Penobscot Wealth Management | 2.53% | Add +4.8% | 216,604 | $6.0M |
| Financial Symmetry Inc | 3.66% | Add +17.5% | 214,624 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 210,925 | $5.9M |
| Coyle Financial Counsel LLC | 1.55% | Reduce -17.1% | 183,046 | $5.1M |
| Ariadne Wealth Management, LP | 2.60% | Reduce -0.2% | 169,828 | $5.0M |
| Porter White Investment Advisors, Inc. | 2.46% | Add +6.2% | 179,404 | $5.0M |
| Apollon Wealth Management, LLC | 0.11% | Add +2.9% | 177,995 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +173.4% | 176,572 | $4.9M |
| JDH Wealth Management, LLC | 4.20% | Add +12.8% | 176,343 | $4.9M |
| Keb Asset Management, LLC | 1.36% | Add +7.0% | 171,840 | $4.8M |
| Rialto Wealth Management, LLC | 1.42% | Reduce -0.9% | 162,617 | $4.5M |
| Family Office Research LLC | 2.17% | Reduce -6.0% | 160,478 | $4.5M |
| Longview Financial Advisors LLC | 2.94% | Add +5.6% | 160,340 | $4.5M |
| XY Planning Network, Inc. | 2.89% | Add +31.7% | 156,226 | $4.3M |
| Foundation Wealth Management, LLC\PA | 2.06% | Reduce -6.3% | 156,085 | $4.3M |
| Signet Financial Management, LLC | 0.57% | Reduce -16.7% | 152,991 | $4.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.58% | Reduce -2.5% | 150,496 | $4.2M |
| RBF Capital, LLC | 0.26% | No change | 150,000 | $4.2M |
| Entrewealth, LLC | 3.18% | Reduce -9.7% | 148,845 | $4.1M |
| Prospect Financial Group LLC | 5.14% | Reduce -0.9% | 145,088 | $4.0M |
| Waterfront Wealth Inc. | 0.96% | Add +8.4% | 142,241 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -2.6% | 140,312 | $3.9M |
| Sowell Financial Services LLC | 0.17% | Reduce -1.9% | 137,255 | $3.8M |
| Old Mission Capital LLC | 0.07% | New | 137,152 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | No change | 135,700 | $3.8M |
| FMB Wealth Management | 2.06% | Add +6.5% | 134,021 | $3.7M |
| Sprinkle Financial Consultants LLC | 2.36% | Add +116.9% | 134,012 | $3.7M |
| Townsquare Capital LLC | 0.04% | Add +74.4% | 133,479 | $3.7M |
| Smartleaf Asset Management LLC | 0.36% | Reduce -6.5% | 132,124 | $3.7M |
| Cloud Capital Management, LLC | 2.58% | — | 130,694 | $3.6M |
| Michael A. Dubis Financial Planning, LLC | 3.48% | Add +5.3% | 128,930 | $3.6M |
| SageView Advisory Group, LLC | 0.14% | Reduce -0.7% | 118,926 | $3.3M |
| Sageworth Trust Co of South Dakota | 3.85% | Add +5.6% | 115,297 | $3.2M |
| IFP Advisors, Inc | 0.09% | Reduce -9.9% | 110,007 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.4% | 108,468 | $3.0M |
| Avant Financial Advisors LLC | 2.73% | Reduce -0.7% | 108,370 | $3.0M |
| Simplicity Wealth,LLC | 0.23% | New | 108,195 | $3.0M |
| AssuredPartners Investment Advisors, LLC | 0.57% | Add +15.3% | 105,934 | $2.9M |
| Archford Capital Strategies, LLC | 0.43% | Add +12.5% | 105,015 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -13.6% | 104,522 | $2.9M |
| Northwest Wealth Management, LLC | 0.57% | Add +5.3% | 102,849 | $2.9M |
| Plum Street Advisors, LLC | 1.32% | Add +174.3% | 98,491 | $2.7M |
| Grunden Financial Advisory, Inc. | 1.32% | Add +4.5% | 97,497 | $2.7M |
| Two West Capital Advisors LLC | 2.17% | Add +12.7% | 96,108 | $2.6M |
| Corus Family Wealth Advisors | 1.76% | Add +25.1% | 92,423 | $2.6M |
| Copperleaf Capital, LLC | 1.50% | Add +3.3% | 90,391 | $2.5M |
| Peirce Capital Management, LLC | 1.23% | Add +7.9% | 89,450 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -4.3% | 87,870 | $2.4M |
| Firethorn Wealth Partners, LLC | 1.16% | Add +5.4% | 87,768 | $2.4M |
| Strategent Financial, LLC | 2.19% | Add +48.3% | 87,024 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +34.2% | 85,675 | $2.4M |
| Cahill Wealth Management, LLC | 1.20% | Add +0.9% | 84,577 | $2.3M |
| PBMares Wealth Management LLC | 0.45% | Reduce -2.6% | 81,735 | $2.3M |
| Aegis Wealth Management LLC | 1.32% | Add +12.0% | 80,850 | $2.2M |
| Willow Creek Wealth Management Inc. | 0.22% | Add +10.3% | 80,756 | $2.2M |
| Millstone Evans Group, LLC | 1.52% | Reduce -0.4% | 80,452 | $2.2M |
| Tru Independence Asset Management 2, LLC | 1.67% | Add +25.1% | 80,283 | $2.2M |
| Live Oak Private Wealth LLC | 0.36% | No change | 79,910 | $2.2M |
| Gordian Advisors LLC | 1.70% | Add +5.8% | 76,969 | $2.1M |
| Fiduciary Financial Group, LLC | 0.46% | Add +191.9% | 80,594 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -0.4% | 74,774 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -5.8% | 70,302 | $2.0M |
| JFS Wealth Advisors, LLC | 0.14% | Add +119.6% | 71,893 | $2.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.45% | Add +9.5% | 67,840 | $1.9M |
| Caprock Group, LLC | 0.06% | Reduce -2.5% | 67,642 | $1.9M |
| Squire Investment Management Company, LLC | 0.77% | Add +9.0% | 66,788 | $1.9M |
| Austin Private Wealth, LLC | 0.17% | Add +98.0% | 66,355 | $1.8M |
| Financial Alternatives, Inc | 1.31% | Reduce -1.3% | 66,288 | $1.8M |
| Legacy Financial Group, Inc. | 0.57% | Add +10.4% | 63,773 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +6.1% | 63,745 | $1.8M |
| Cahill Financial Advisors Inc. | 0.24% | No change | 63,256 | $1.8M |
| Berger Financial Group, Inc | 0.12% | Reduce -11.4% | 62,650 | $1.7M |
| GEN Financial Management, INC. | 1.13% | Reduce -5.5% | 60,033 | $1.7M |
| Root Financial Partners, LLC | 0.18% | Add +1.7% | 59,864 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 57,783 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.51% | No change | 60,971 | $1.6M |
| WorthPointe, LLC | 0.72% | Add +13.4% | 56,689 | $1.6M |
| KOM Wealth Management Group, LLC | 1.33% | Reduce -77.2% | 54,866 | $1.5M |
| GEM Asset Management, LLC | 0.85% | Add +11.9% | 54,534 | $1.5M |
| Altiora Financial Group, LLC | 0.32% | Add +0.1% | 54,589 | $1.5M |
| AQR Capital Management | 0.00% | Add +5.7% | 53,814 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.20% | Add +0.2% | 53,758 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.7% | 53,752 | $1.5M |
| Hills Bank & Trust Co | 0.10% | New | 51,933 | $1.4M |
| MAI Capital Management | 0.01% | Add +4.8% | 51,182 | $1.4M |
| BIP Wealth, LLC | 0.09% | Add +27.5% | 50,987 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Add +7.0% | 50,215 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -11.8% | 47,499 | $1.3M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -24.1% | 47,266 | $1.3M |
| Warburton Capital Management, LLC | 0.94% | Add +21.8% | 46,539 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | No change | 45,636 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.43% | New | 44,752 | $1.2M |
| Summit X, LLC | 0.24% | Reduce -21.1% | 41,192 | $1.1M |
| Bluespring Wealth Management, LLC | 0.11% | Add +0.3% | 40,272 | $1.1M |
| Sutton Place Investors LLC | 0.73% | No change | 39,241 | $1.1M |
| McGrath & Associates, Inc. | 1.98% | Reduce -7.4% | 39,101 | $1.1M |
| Apollon Financial, LLC | 0.26% | New | 38,759 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.5% | 38,692 | $1.1M |
| 25 LLC | 0.44% | Reduce -0.9% | 38,163 | $1.1M |
| Vista Capital Partners, Inc. | 0.13% | Add +334.6% | 37,498 | $1.0M |
| Essential Planning, LLC. | 0.41% | Reduce -95.5% | 37,067 | $1.0M |
| Parkwoods Wealth Partners, LLC | 0.69% | New | 36,845 | $1.0M |
| Nwam LLC | 0.09% | Reduce -40.3% | 36,104 | $1.0M |
| Citigroup Inc. | 0.00% | Add +25.4% | 36,000 | $1000K |
| Werba Rubin Papier Wealth Management | 0.22% | Add +50.1% | 35,615 | $989K |
| Solutions 4 Wealth, Ltd | 1.70% | Reduce -2.1% | 34,761 | $965K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 34,133 | $948K |
| Geometric Wealth Advisors | 0.16% | No change | 33,948 | $943K |
| Quad-Cities Investment Group, LLC | 0.46% | Add +0.1% | 33,640 | $934K |
| HB Wealth Management, LLC | 0.01% | New | 33,607 | $933K |
| Axxcess Wealth Management, LLC | 0.03% | New | 33,363 | $926K |
| Astra Wealth Partners LLC | 0.88% | Add +20.7% | 33,222 | $923K |
| Archer Investment Management, LLC | 0.62% | Reduce -3.5% | 32,162 | $893K |
| Wealthspan Partners, LLC | 0.41% | Add +4.1% | 32,077 | $891K |
| Envision Financial Planning, LLC | 0.44% | Add +19.0% | 30,990 | $861K |
| Main Street Financial Solutions, LLC | 0.07% | Add +14.9% | 30,800 | $855K |
| OneAscent Family Office, LLC | 0.79% | New | 30,621 | $852K |
| Hemington Wealth Management | 0.13% | No change | 30,690 | $852K |
| TCFG Wealth Management, LLC | 0.41% | Reduce -12.1% | 29,523 | $820K |
| Hoxton Planning & Management, LLC | 0.31% | Reduce -36.0% | 29,108 | $808K |
| Visionary Wealth Advisors | 0.05% | Add +47.4% | 27,893 | $775K |
| Royal Bank of Canada | 0.00% | Add +35.6% | 26,924 | $748K |
| Landing Point Financial Group, LLC | 0.56% | Add +92.5% | 26,641 | $740K |
| CW Advisors, LLC | 0.01% | New | 26,641 | $740K |
| Savvy Advisors, Inc. | 0.07% | Reduce -6.2% | 25,328 | $703K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -63.4% | 25,095 | $697K |
| Barry Investment Advisors, LLC | 0.18% | Add +0.3% | 24,889 | $691K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -25.4% | 24,673 | $685K |
| Bessemer Group Inc. | 0.00% | No change | 24,000 | $666K |
| Oceanside Advisors LLC | 0.47% | Add +10.7% | 23,508 | $653K |
| Balance Wealth Partners LLC | 0.42% | — | 23,375 | $649K |
| Drucker Wealth 3.0, LLC | 0.14% | New | 23,154 | $643K |
| Gradient Capital Advisors, LLC | 0.21% | No change | 22,962 | $638K |
| Allegiance Financial Group Advisory Services LLC | 0.19% | No change | 22,809 | $633K |
| Lakeridge Wealth Management LLC | 0.31% | Reduce -6.4% | 22,640 | $629K |
| HFG Wealth Management, LLC | 0.37% | Add +87.5% | 23,531 | $608K |
| RFG Advisory, LLC | 0.02% | Reduce -36.4% | 21,556 | $599K |
| Triad Wealth Partners, LLC | 0.18% | Add +110.1% | 21,369 | $593K |
| Investmark Advisory Group LLC | 0.29% | Add +0.1% | 21,305 | $592K |
| C M Bidwell & Associates Ltd. | 0.35% | Reduce -15.6% | 21,172 | $588K |
| Strategic Blueprint, LLC | 0.03% | Add +15.4% | 21,147 | $587K |
| Beacon Financial Advisory LLC | 0.18% | Reduce -14.8% | 20,995 | $583K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +12.7% | 20,826 | $578K |
| Capstone Financial Advisors, Inc. | 0.04% | No change | 20,750 | $576K |
| Benchmark Wealth Management, LLC | 0.27% | New | 20,068 | $557K |
| Mustard Seed Financial, LLC | 0.44% | Reduce -9.4% | 19,798 | $550K |
| Merit Financial Group, LLC | 0.01% | Add +41.8% | 19,202 | $533K |
| Clear Creek Financial Management, LLC | 0.06% | New | 19,153 | $532K |
| Shufro Rose & Co. LLC | 0.04% | New | 19,129 | $531K |
| Silver Oak Securities, Incorporated | 0.05% | Add +2.6% | 18,699 | $524K |
| Disciplined Equity Management, Inc. | 0.36% | No change | 18,610 | $517K |
| Raffa Wealth Management, LLC | 0.12% | Add +0.2% | 18,518 | $514K |
| Citizens & Northern Corp. | 0.14% | No change | 17,326 | $481K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +27.4% | 17,150 | $476K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +35.5% | 16,845 | $468K |
| Magnolia Capital Advisors LLC | 0.13% | Add +0.3% | 16,632 | $462K |
| Confluence Wealth Services, Inc. | 0.03% | New | 16,362 | $461K |
| Brown Advisory Inc. | 0.00% | Add +44.5% | 16,358 | $454K |
| Kraft Asset Management, LLC | 0.42% | No change | 16,339 | $454K |
| 1900 Wealth Management LLC | 0.04% | No change | 16,298 | $453K |
| Vermillion Wealth Management, Inc. | 0.13% | Reduce -20.6% | 16,285 | $452K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,168 | $449K |
| Glass Jacobson Investment Advisors llc | 0.15% | No change | 17,324 | $448K |
| Glassman Wealth Services | 0.07% | No change | 15,949 | $443K |
| Red Lighthouse Investment Management, LLC | 0.18% | Reduce -5.2% | 16,153 | $432K |
| IHT Wealth Management, LLC | 0.01% | New | 15,421 | $428K |
| TAGStone Capital, Inc. | 0.21% | Add +17.1% | 15,419 | $428K |
| Tableaux LLC | 0.31% | Add +23.0% | 15,292 | $425K |
| Great Oak Capital Partners, LLC | 0.14% | No change | 16,618 | $424K |
| Renaissance Technologies | 0.00% | New | 15,000 | $417K |
| Summit Wealth Group, LLC | 0.12% | New | 14,869 | $413K |
| Pioneer Wealth Management Group | 0.17% | — | 14,618 | $406K |
| EWG Elevate Inc. | 0.15% | Reduce -27.4% | 14,479 | $402K |
| Transcend Capital Advisors, LLC | 0.03% | New | 14,422 | $400K |
| SYM FINANCIAL Corp | 0.05% | Add +0.3% | 13,993 | $389K |
| MB Generational Wealth, LLC | 0.29% | Add +50.4% | 13,774 | $383K |
| Blue Trust, Inc. | 0.00% | Reduce -18.6% | 13,753 | $382K |
| Johnson Investment Counsel Inc. | 0.00% | New | 13,561 | $377K |
| Clark Asset Management, LLC | 0.06% | Add +0.3% | 13,257 | $368K |
| Tranquility Partners, LLC | 0.14% | No change | 13,008 | $361K |
| Aerodigm Wealth, LLC | 0.20% | Add +10.1% | 12,895 | $358K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +9.7% | 12,462 | $346K |
| Visionary Horizons, LLC | 0.24% | Add +10.4% | 12,145 | $337K |
| Wingate Wealth Advisors, Inc. | 0.38% | Add +0.3% | 11,999 | $333K |
| Investment Advisory Group, LLC | 0.11% | Add +28.8% | 11,834 | $329K |
| Independent Financial Group, LLC | 0.01% | Add +0.8% | 11,640 | $323K |
| Principal Securities, Inc. | 0.01% | No change | 12,487 | $323K |
| HMV Wealth Advisors, LLC | 0.25% | New | 11,495 | $319K |
| Lionshead Wealth Management, LLC | 0.32% | Reduce -45.5% | 11,003 | $306K |
| Life Planning Partners, Inc | 0.27% | Add +4.0% | 10,728 | $298K |
| Lion Street Advisors, LLC | 0.09% | Reduce -12.2% | 10,697 | $297K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 10,546 | $293K |
| First Financial Group Corp | 0.33% | No change | 10,443 | $290K |
| Aurelius Family Office LLC | 0.15% | Reduce -8.2% | 10,425 | $290K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -46.4% | 10,393 | $289K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -19.0% | 10,256 | $285K |
| Captrust Financial Advisors | 0.00% | Add +14.0% | 10,205 | $283K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.3% | 9,659 | $268K |
| LJI Wealth Management, LLC | 0.05% | Reduce -1.3% | 9,592 | $266K |
| Hartmann Taylor Wealth Management, LLC | 0.24% | — | 9,557 | $265K |
| Claris Advisors, LLC / Mo / | 0.10% | Reduce -3.4% | 9,474 | $263K |
| Tumwater Wealth Management, LLC | 0.14% | No change | 9,348 | $260K |
| Aspire Private Capital, LLC | 0.06% | Add +2.6% | 9,281 | $258K |
| Hilltop Holdings Inc. | 0.02% | No change | 9,245 | $257K |
| BOS Asset Management, LLC | 0.09% | Reduce -3.8% | 9,243 | $257K |
| Clarity Capital Advisors, LLC | 0.17% | New | 9,128 | $253K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,053 | $251K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 8,981 | $249K |
| Citrine Capital LLC | 0.15% | No change | 8,902 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.8% | 8,606 | $239K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 8,513 | $236K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -19.1% | 8,116 | $229K |
| Vance Wealth, LLC | 0.08% | New | 7,687 | $213K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,524 | $209K |
| Fortress Wealth Management, Inc. | 0.11% | New | 7,500 | $208K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 7,489 | $208K |
| Kaufman Rossin Wealth, LLC | 0.15% | New | 7,462 | $207K |
| Parkside Financial Bank & Trust | 0.03% | New | 7,120 | $198K |
| Wells Fargo & Company | 0.00% | Reduce -18.0% | 6,977 | $194K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 6,120 | $170K |
| Reyes Financial Architecture, Inc. | 0.12% | No change | 6,076 | $169K |
| Signaturefd, LLC | 0.00% | No change | 6,023 | $167K |
| Hurley Capital, LLC | 0.12% | Add +34.9% | 5,657 | $157K |
| AE Wealth Management LLC | 0.00% | Reduce -15.1% | 5,200 | $144K |
| Bank of Montreal | 0.00% | New | 5,141 | $143K |
| National Bank of Canada | 0.00% | Add +79.8% | 4,625 | $131K |
| NorthRock Partners, LLC | 0.00% | New | 4,663 | $129K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.7% | 4,541 | $126K |
| MPWM Advisory Solutions, LLC | 0.09% | No change | 4,435 | $123K |
| Elevation Wealth Partners, LLC | 0.05% | Add +92.2% | 4,062 | $113K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -63.3% | 3,978 | $110K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 3,811 | $106K |
| Elevate Wealth Advisory, Inc. | 0.07% | Add +33.4% | 3,679 | $102K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 3,668 | $102K |
| Citadel Advisors | 0.00% | Add +24.4% | 3,543 | $98K |
| Concord Wealth Partners | 0.01% | New | 3,283 | $91K |
| Nalls Sherbakoff Group, LLC | 0.07% | — | 2,952 | $82K |
| FMR LLC | 0.00% | Add +605.4% | 2,864 | $80K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,720 | $76K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -44.4% | 2,500 | $69K |
| Colonial Trust Co / SC | 0.01% | Reduce -12.8% | 2,382 | $66K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,361 | $66K |
| Assetmark, Inc. | 0.00% | Add +443.2% | 2,341 | $65K |
| UBS Group AG | 0.00% | Add +25.5% | 2,339 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,231 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.9% | 2,023 | $56K |
| Avondale Wealth Management | 0.04% | No change | 2,000 | $56K |
| Keystone Financial Group, Inc. | 0.02% | New | 1,204 | $35K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,155 | $32K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.7% | 1,073 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 912 | $25K |
| HFM Investment Advisors, LLC | 0.01% | — | 849 | $24K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 817 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +0.5% | 781 | $22K |
| Comerica Bank | 0.00% | Add +1.7% | 656 | $18K |
| Transce3nd, LLC | 0.01% | No change | 630 | $17K |
| Albion Financial Group | 0.00% | New | 470 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -82.3% | 460 | $13K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 444 | $12K |
| Optimum Investment Advisors | 0.01% | No change | 417 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 390 | $11K |
| Private Trust Co. NA | 0.00% | No change | 330 | $9K |
| WealthCollab, LLC | 0.00% | No change | 262 | $7K |
| Integrity Financial Corp | 0.00% | New | 158 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 124 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 82 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 48 | $1K |
| 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.