Dimensional InternationalDFICETF
13F holders, Q4 2025 (December 31)565holders +80
63new positions
14sold out
1famous investor
$34.47avg. 13F price*
At the end of Q4 2025, 565 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 80 from Q3 2025. 63 opened new positions and 14 sold out. The largest holders were Mercer Global Advisors Inc. ($1.3B), Forum Financial Management, LP ($569.8M) and Evensky & Katz LLC ($213.8M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $98.7M |
| Exits | 14 | $100.1M |
All 13F filers, Q3 2025 → Q4 2025: 26,985,790 shares bought and 6,254,833 shares sold, net +20,730,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| Mercer Global Advisors Inc. | 1.94% | Add +6.0% | 36,999,033 | $1.3B |
| Forum Financial Management, LP | 7.41% | Reduce -0.1% | 16,536,165 | $569.8M |
| Evensky & Katz LLC | 12.06% | Add +0.8% | 6,203,903 | $213.8M |
| HighTower Advisors, LLC | 0.19% | Add +0.5% | 5,125,063 | $176.6M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.4% | 4,630,537 | $159.6M |
| Greenspring Advisors, LLC | 9.47% | Add +476.7% | 4,481,545 | $154.4M |
| JMG Financial Group, Ltd. | 4.29% | Add +3.3% | 4,432,470 | $152.7M |
| Apella Capital, LLC | 2.93% | Add +8.8% | 4,296,455 | $148.1M |
| Summit Financial Strategies, Inc. | 10.97% | Add +0.8% | 3,874,957 | $133.5M |
| Awm Capital, LLC | 11.02% | Reduce -0.6% | 3,522,998 | $121.4M |
| Cannon Financial Strategists, Inc. | 16.54% | Add +1.3% | 3,453,442 | $119.0M |
| LPL Financial LLC | 0.03% | Add +12.4% | 3,437,956 | $118.5M |
| Sageworth Trust Co | 4.77% | Add +291.6% | 3,231,015 | $111.3M |
| Focus Partners Wealth | 0.13% | Add +6.5% | 3,189,176 | $109.9M |
| Plancorp, LLC | 3.22% | Add +40.5% | 3,093,543 | $106.6M |
| Maseco LLP | 4.32% | Add +8.2% | 2,878,096 | $99.2M |
| Phillips Financial Management, LLC | 6.33% | Add +5.2% | 2,852,088 | $98.3M |
| Symmetry Partners, LLC | 5.55% | Add +112.3% | 2,722,819 | $93.8M |
| Pathstone Holdings, LLC | 0.36% | Reduce -6.3% | 2,698,604 | $93.0M |
| Park Avenue Securities LLC | 0.76% | Add +6.4% | 2,610,843 | $90.0M |
| Beacon Pointe Advisors, LLC | 0.62% | Add +7.4% | 2,559,282 | $88.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 12.97% | Add +139.5% | 2,499,134 | $87.9M |
| Asset Dedication, LLC | 5.70% | Add +6.0% | 2,519,884 | $86.8M |
| WPWealth LLP | 13.59% | Reduce -0.5% | 2,519,530 | $86.8M |
| Annex Advisory Services, LLC | 1.66% | Add +0.7% | 2,515,017 | $86.7M |
| Kestra Investment Management, LLC | 2.12% | Reduce -1.7% | 2,510,632 | $86.5M |
| Aspen Capital Management, LLC | 19.36% | Add +2.7% | 2,268,629 | $78.2M |
| Rather & Kittrell, Inc. | 12.37% | Add +4.4% | 2,229,348 | $76.8M |
| Bernicke Wealth Management, Ltd. | 9.81% | — | 2,217,402 | $76.4M |
| Rockbridge Investment Management, LCC | 7.01% | Add +3.0% | 2,187,727 | $75.4M |
| Miramar Fiduciary Corp | 55.56% | Reduce -5.4% | 2,083,876 | $71.8M |
| Syverson Strege & Co | 16.86% | Reduce -0.6% | 2,066,694 | $71.2M |
| Truepoint, Inc. | 1.60% | Reduce -2.7% | 2,058,153 | $70.9M |
| OneDigital Investment Advisors LLC | 0.69% | Add +6.1% | 2,047,476 | $70.6M |
| Hill Investment Group Partners, LLC | 8.33% | Reduce -0.4% | 2,031,046 | $70.0M |
| Brighton Jones LLC | 2.57% | Add +2.8% | 2,019,943 | $69.6M |
| Baird Financial Group, Inc. | 0.11% | Add +2.0% | 1,961,663 | $67.6M |
| SJS Investment Consulting Inc. | 8.24% | Add +4.1% | 1,890,712 | $65.2M |
| Leading Edge Financial Planning LLC | 14.52% | Add +7.1% | 1,849,517 | $63.7M |
| Moss Adams Wealth Advisors LLC | 4.48% | Add +12131.0% | 1,791,845 | $61.7M |
| Rockwood Wealth Management, LLC | 4.48% | Reduce -5.4% | 1,742,063 | $60.0M |
| Kooman & Associates | 16.25% | Add +1.0% | 1,594,640 | $55.0M |
| Betterment LLC | 0.10% | Add +0.6% | 1,563,546 | $53.9M |
| Tencap Wealth Coaching, LLC | 19.61% | — | 1,502,945 | $51.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.7% | 1,491,106 | $51.4M |
| Millburn Ridgefield LLC | 1.19% | Reduce -5.2% | 1,454,948 | $50.1M |
| Catalyst Capital Advisors LLC | 1.03% | Reduce -5.2% | 1,454,948 | $50.1M |
| Financial Plan, Inc. | 5.58% | — | 1,409,479 | $48.6M |
| Stordahl Capital Management, Inc. | 9.94% | Reduce -0.5% | 1,401,706 | $48.3M |
| DiNuzzo Private Wealth, Inc. | 5.22% | Reduce -6.5% | 1,391,429 | $47.9M |
| DecisionPoint Financial, LLC | 10.53% | Add +10.9% | 1,389,047 | $47.9M |
| von Borstel & Associates, Inc. | 11.20% | Add +1.4% | 1,386,573 | $47.8M |
| Aspen Wealth Management LLC | 9.98% | Add +3.8% | 1,378,942 | $47.5M |
| Mariner, LLC | 0.05% | Reduce -0.9% | 1,304,947 | $45.0M |
| Savant Capital, LLC | 0.25% | Add +8.9% | 1,286,300 | $44.3M |
| Verisail Partners, LLC | 18.20% | Reduce -2.0% | 1,285,788 | $44.3M |
| Eaton-Cambridge Inc. | 14.23% | Add +3.1% | 1,258,671 | $43.4M |
| Vestmark Advisory Solutions, Inc. | 0.58% | Add +1.0% | 1,241,985 | $42.8M |
| Bank of America Corp. | 0.00% | Add +1.0% | 1,219,393 | $42.0M |
| Your Advocates Ltd., LLP | 13.69% | Reduce -0.1% | 1,217,176 | $41.9M |
| Alpha Financial Advisors, LLC | 12.44% | Add +10.5% | 1,180,250 | $40.7M |
| RS Crum Inc. | 8.13% | Add +1.7% | 1,180,156 | $40.7M |
| Efficient Advisors, LLC | 2.35% | Reduce -16.4% | 1,170,010 | $40.3M |
| Burton Enright Welch | 5.39% | Add +5.5% | 1,111,853 | $38.3M |
| EnRich Financial Partners LLC | 10.39% | Add +4.0% | 1,106,425 | $38.1M |
| Ullmann Wealth Partners Group, LLC | 3.97% | Reduce -9.7% | 1,157,023 | $38.1M |
| AdvisorNet Financial, Inc | 2.02% | Add +1.8% | 1,100,743 | $37.9M |
| BCU Wealth Advisors, LLC | 14.29% | Add +3.8% | 1,083,619 | $37.3M |
| Hill Island Financial LLC | 8.90% | Add +6.8% | 1,079,270 | $37.2M |
| Capstone Capital LLC | 23.83% | Reduce -3.8% | 1,064,522 | $36.7M |
| True Wealth Design, LLC | 10.59% | Reduce -2.3% | 1,048,537 | $36.1M |
| One Degree Advisors Inc | 9.83% | Add +44.4% | 1,037,753 | $35.8M |
| Trust Co of the South | 5.60% | Reduce -0.2% | 1,010,777 | $34.8M |
| ARK & TLK Investments, LLC | 9.55% | Add +13.9% | 1,007,498 | $34.7M |
| American Trust | 2.90% | New | 1,000,934 | $34.5M |
| Straight Path Wealth Management | 9.24% | Add +4.7% | 994,005 | $34.3M |
| Focus Partners Advisor Solutions, LLC | 0.41% | Add +45.5% | 981,778 | $33.8M |
| Mattern Wealth Management LLC | 6.43% | Add +2.2% | 969,014 | $33.4M |
| United Wealth Management, LLC | 8.59% | Add +0.9% | 964,157 | $33.2M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -7.3% | 962,556 | $33.2M |
| Tassel Capital Management, Inc. | 19.80% | Add +5.6% | 949,329 | $32.7M |
| SC&H Financial Advisors, Inc. | 5.01% | Add +3.1% | 940,566 | $32.4M |
| Freedom Investment Management, Inc. | 9.40% | Reduce -5.6% | 937,782 | $32.3M |
| Acorn Creek Capital LLC | 11.50% | Add +7.8% | 928,567 | $32.0M |
| Bridgewater Advisors Inc. | 2.04% | Reduce -5.7% | 881,044 | $31.5M |
| Krilogy Financial LLC | 1.06% | Add +1.2% | 853,359 | $31.1M |
| Burney Co./ | 0.96% | Add +5.0% | 892,518 | $30.8M |
| Pine Harbor Wealth Management, LLC | 9.33% | Add +10.0% | 883,508 | $30.4M |
| Pinnacle Financial Group, LLC / IL | 8.64% | Add +0.3% | 863,782 | $29.8M |
| Rachor Investment Advisory Services, LLC | 15.45% | — | 845,357 | $29.1M |
| Market Street Wealth Management Advisors LLC | 4.47% | Add +0.4% | 834,193 | $28.7M |
| Arax Advisory Partners | 0.81% | New | 804,345 | $27.7M |
| Evanson Asset Management, LLC | 1.49% | Add +1.8% | 799,589 | $27.6M |
| Lutz Financial Services LLC | 1.85% | Add +4.8% | 791,288 | $27.3M |
| Integrity Advisory Solutions, LLC | 3.84% | Add +11.2% | 774,424 | $26.7M |
| Quantum Financial Planning Services, Inc. | 9.65% | Add +39.3% | 772,528 | $26.6M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +2.4% | 757,905 | $26.1M |
| Corient Private Wealth LP | 0.03% | Add +193.0% | 740,371 | $25.5M |
| HTG Investment Advisors, Inc. | 7.71% | Add +3.8% | 728,285 | $25.1M |
| Hurlow Wealth Management Group, Inc. | 5.99% | Add +18.1% | 710,093 | $24.5M |
| Great Waters Wealth Management | 2.63% | Reduce -19.2% | 694,771 | $23.9M |
| SwitchPoint Financial Planning, LLC | 16.31% | Reduce -0.3% | 675,961 | $23.3M |
| VeraBank, N.A. | 4.23% | Add +3.7% | 675,611 | $23.3M |
| EP Wealth Advisors, LLC | 0.12% | — | 673,660 | $23.2M |
| Integrity Alliance, Llc. | 0.84% | Add +6.0% | 664,687 | $22.9M |
| Blume Capital Management, Inc. | 4.18% | Add +0.6% | 661,084 | $22.8M |
| Sensible Money, LLC | 7.16% | Add +15.7% | 650,921 | $22.4M |
| Osaic Holdings, Inc. | 0.03% | Add +12.6% | 640,645 | $22.1M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -4.7% | 639,384 | $22.0M |
| NewEdge Advisors, LLC | 0.08% | Reduce -27.4% | 636,517 | $21.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +6.0% | 634,271 | $21.9M |
| Vannoy Advisory Group, Inc. | 13.65% | Reduce -0.4% | 625,141 | $21.5M |
| New Dimensions Wealth Management, LLC | 18.37% | Reduce -2.6% | 623,402 | $21.5M |
| Mosaic Family Wealth Partners, LLC | 2.34% | Add +1.6% | 618,801 | $21.3M |
| Foundations Investment Advisors, LLC | 0.28% | Add +182.3% | 613,176 | $21.1M |
| Chicago Partners Investment Group LLC | 0.52% | Add +5.3% | 582,498 | $21.1M |
| Burk Holdings LLC | 10.04% | Add +4.0% | 610,982 | $21.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 607,334 | $20.9M |
| Private Wealth Management Group, LLC | 5.49% | Reduce -0.4% | 596,277 | $20.5M |
| Aire Advisors, LLC | 3.70% | Add +2.0% | 586,817 | $20.2M |
| Studio Investment Management LLC | 3.68% | Reduce -0.0% | 584,642 | $20.1M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +3.0% | 579,045 | $20.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.18% | Reduce -50.2% | 570,925 | $19.7M |
| Hippocratic Financial Advisors, LLC | 8.97% | Add +4.7% | 564,385 | $19.4M |
| Passive Capital Management, LLC. | 6.04% | Add +2.6% | 560,466 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Add +85.9% | 540,491 | $18.6M |
| Cambridge Financial Group, LLC | 6.37% | Add +3.9% | 681,609 | $18.3M |
| Pillar Financial Advisors, LLC | 11.02% | Add +2.5% | 530,462 | $18.3M |
| Versant Capital Management, Inc | 2.29% | Add +11.6% | 529,713 | $18.3M |
| Vestment Financial LLC | 9.37% | Add +1.2% | 510,305 | $18.1M |
| Creative Planning | 0.01% | Add +1.0% | 522,080 | $18.0M |
| Wealth Advisors Northwest LLC | 7.93% | Add +7.7% | 518,990 | $17.9M |
| BCO Wealth Management LLC | 10.94% | Add +5.0% | 517,431 | $17.8M |
| Vestia Personal Wealth Advisors | 8.86% | Add +11.4% | 487,547 | $17.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -2.5% | 505,727 | $17.4M |
| Heritage Investment Group, Inc. | 2.64% | Add +6.6% | 503,801 | $17.4M |
| Cypress Point Wealth Management, LLC | 3.77% | Add +2.4% | 501,885 | $17.3M |
| Mills Wealth Advisors LLC | 6.77% | Add +7.0% | 497,943 | $17.2M |
| Ruedi Wealth Management, Inc. | 4.36% | Add +18.1% | 482,491 | $16.6M |
| XY Planning Network, Inc. | 2.87% | Add +165.1% | 478,664 | $16.5M |
| EverSource Wealth Advisors, LLC | 0.61% | Add +9.9% | 478,570 | $16.5M |
| Gemmer Asset Management LLC | 1.27% | Add +9.4% | 476,867 | $16.4M |
| Quarry Hill Advisors, LLC | 7.63% | Add +12.2% | 476,788 | $16.4M |
| Applied Capital LLC | 6.14% | Add +1.1% | 463,250 | $16.0M |
| Riverchase Wealth Management, LLC | 8.48% | Add +0.6% | 453,246 | $15.6M |
| Hiley Hunt Wealth Management | 6.92% | Add +1.3% | 448,847 | $15.5M |
| LifeGuide Financial Advisors, LLC | 5.13% | Add +4.7% | 444,307 | $15.5M |
| Liberty Wealth Management LLC | 1.99% | Reduce -5.0% | 448,114 | $15.4M |
| Scratch Capital LLC | 9.97% | Add +4.4% | 441,976 | $15.2M |
| JFS Wealth Advisors, LLC | 0.85% | Add +91.2% | 439,934 | $15.2M |
| Austin Asset Management Co Inc | 2.56% | Add +0.0% | 435,139 | $15.0M |
| Pacific Asset Management, LLC | 9.00% | Add +4.2% | 435,114 | $15.0M |
| Watchman Group, Inc. | 3.49% | Add +0.6% | 423,675 | $14.6M |
| Client 1ST Advisory Group, LLC | 4.53% | Reduce -4.1% | 419,674 | $14.5M |
| Timonier Family Office, LTD. | 4.53% | Add +4.4% | 414,203 | $14.3M |
| Vantage Point Financial LLC | 5.09% | Add +1.5% | 412,996 | $14.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +24.5% | 410,063 | $14.1M |
| Fort Vancouver Investment Management, LLC | 7.52% | Add +1.1% | 408,247 | $14.1M |
| SageOak Financial, LLC | 9.85% | Reduce -3.8% | 394,752 | $13.6M |
| Cambridge Capital Management, LLC | 6.01% | Add +77.1% | 388,541 | $13.4M |
| American Investment Services, Inc. | 3.10% | Add +9.4% | 387,317 | $13.3M |
| Farther Finance Advisors, LLC | 0.14% | Add +10.8% | 386,668 | $13.3M |
| Tillman Hartley LLC | 3.27% | Reduce -2.8% | 377,830 | $13.0M |
| GeoWealth Management, LLC | 0.48% | Add +8.3% | 377,523 | $13.0M |
| Foundry Financial LLC | 6.78% | — | 374,714 | $12.9M |
| Geneos Wealth Management Inc. | 0.30% | Reduce -3.8% | 361,461 | $12.5M |
| Financial Symmetry Inc | 5.06% | Add +15.4% | 359,709 | $12.4M |
| Hills Bank & Trust Co | 0.70% | Add +22.6% | 350,678 | $12.1M |
| Signature Resources Capital Management, LLC | 6.09% | Add +4.4% | 349,902 | $12.1M |
| Ridgeline Wealth, LLC | 8.34% | Add +3.5% | 348,852 | $12.0M |
| Financial Harvest, LLC | 7.38% | Add +3.7% | 346,774 | $11.9M |
| Abel Hall, LLC | 2.77% | Reduce -0.1% | 344,807 | $11.9M |
| Physician Wealth Solutions Inc. | 5.04% | Add +1.8% | 344,756 | $11.9M |
| Hutchens & Kramer Investment Management Group, LLC | 4.08% | Reduce -3.0% | 342,663 | $11.8M |
| Stratos Investment Management, LLC | 0.47% | Add +3.2% | 341,074 | $11.8M |
| B&D White Capital Company, LLC | 1.34% | Add +4.6% | 335,989 | $11.6M |
| Cravens & Co Advisors, LLC | 7.56% | Add +3.3% | 325,690 | $11.5M |
| Sensenig Capital Advisors, Inc | 11.59% | — | 331,091 | $11.4M |
| Cardiff Park Advisors, LLC | 0.90% | Add +0.4% | 316,017 | $10.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -11.8% | 315,520 | $10.9M |
| American Capital Advisory, LLC | 4.67% | Reduce -0.7% | 312,060 | $10.8M |
| KFG Wealth Management, LLC | 1.44% | Add +9.0% | 311,501 | $10.7M |
| RCS Financial Planning, LLC | 4.63% | Reduce -4.8% | 311,456 | $10.7M |
| Discipline Wealth Solutions, LLC | 1.96% | Add +912.4% | 306,239 | $10.6M |
| Professional Financial Solutions LLC | 9.61% | — | 297,580 | $10.3M |
| Savvy Advisors, Inc. | 0.33% | Add +2.1% | 297,275 | $10.2M |
| Sterling Wealth Advisors Inc | 6.17% | Reduce -9.0% | 296,729 | $10.2M |
| Jackson Thornton Wealth Management, LLC | 0.96% | Add +2.1% | 287,357 | $10.1M |
| Plum Street Advisors, LLC | 3.53% | Add +15.3% | 288,048 | $9.9M |
| North Ridge Wealth Advisors, Inc. | 5.43% | Add +0.3% | 281,572 | $9.7M |
| Austin Wealth Management, LLC | 1.37% | Reduce -5.4% | 264,632 | $9.3M |
| Rehmann Capital Advisory Group | 0.48% | Reduce -3.5% | 268,155 | $9.2M |
| Wheels Up Wealth, Inc. | 8.44% | — | 262,772 | $9.1M |
| FMB Wealth Management | 3.55% | Add +4.7% | 260,783 | $9.0M |
| Bridge Generations Wealth Management LLC | 5.25% | Add +0.6% | 245,966 | $8.5M |
| Outbound Financial Inc | 6.39% | Add +5.4% | 238,290 | $8.2M |
| Penobscot Wealth Management | 2.52% | Add +2.0% | 236,787 | $8.2M |
| Five Oceans Advisors | 2.88% | Add +4.1% | 236,238 | $8.1M |
| TFO Wealth Partners, LLC | 1.21% | Add +195.0% | 234,159 | $8.1M |
| Grand Wealth Management, LLC | 3.64% | Reduce -0.9% | 232,910 | $8.0M |
| Cloud Capital Management, LLC | 3.72% | Add +23.1% | 228,750 | $7.9M |
| Prospect Financial Group LLC | 6.73% | Reduce -0.9% | 210,126 | $7.2M |
| Sageworth Trust Co of South Dakota | 5.83% | Add +58.7% | 207,257 | $7.1M |
| Keb Asset Management, LLC | 1.38% | Add +7.3% | 197,981 | $6.8M |
| Capstone Wealth Management, Inc. | 5.90% | — | 193,739 | $6.7M |
| Kane Co Wealth Management, Inc. | 5.90% | — | 194,120 | $6.7M |
| JDH Wealth Management, LLC | 4.55% | Reduce -0.7% | 192,625 | $6.6M |
| WorthPointe, LLC | 1.71% | Add +93.4% | 189,189 | $6.5M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +64.2% | 187,676 | $6.5M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -2.4% | 181,933 | $6.3M |
| Tilson Financial Group, Inc. | 1.90% | Reduce -5.0% | 178,807 | $6.2M |
| Rialto Wealth Management, LLC | 1.42% | Add +4.5% | 172,033 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +171.2% | 167,284 | $5.8M |
| Estate Counselors, LLC | 0.48% | Add +2.3% | 166,455 | $5.7M |
| Heffernan Advisory, Inc. | 5.45% | — | 165,260 | $5.7M |
| Vista Capital Partners, Inc. | 0.56% | Add +1.4% | 164,271 | $5.7M |
| Ariadne Wealth Management, LP | 2.34% | Reduce -3.6% | 149,889 | $5.7M |
| BDFS Capital LLC | 2.85% | — | 164,000 | $5.7M |
| Monograph Wealth Advisors, LLC | 0.54% | Add +3.1% | 159,508 | $5.5M |
| Sowell Financial Services LLC | 0.20% | Add +7.3% | 158,354 | $5.5M |
| Tandemgrowth Financial Advisors LLC | 4.76% | — | 158,269 | $5.5M |
| Porter White Investment Advisors, Inc. | 2.23% | Reduce -3.7% | 157,705 | $5.4M |
| Coyle Financial Counsel LLC | 1.15% | Reduce -2.1% | 156,307 | $5.4M |
| Triad Wealth Partners, LLC | 0.51% | Add +135.5% | 155,074 | $5.3M |
| Family Office Research LLC | 2.16% | Add +0.1% | 152,962 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 148,209 | $5.1M |
| Longview Financial Advisors LLC | 2.80% | Add +2.7% | 147,368 | $5.1M |
| MML Investors Services, LLC | 0.01% | Reduce -5.6% | 146,673 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 143,224 | $4.9M |
| Strategent Financial, LLC | 3.12% | Add +18.7% | 143,017 | $4.9M |
| Shufro Rose & Co. LLC | 0.33% | Add +647.1% | 142,480 | $4.9M |
| Archford Capital Strategies, LLC | 0.57% | Add +0.5% | 140,917 | $4.9M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.75% | — | 139,910 | $4.8M |
| Waterfront Wealth Inc. | 0.89% | Add +0.3% | 128,849 | $4.7M |
| Sprinkle Financial Consultants LLC | 2.38% | Add +5.7% | 136,127 | $4.7M |
| AQR Capital Management | 0.00% | Add +55.0% | 135,679 | $4.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.53% | Reduce -0.8% | 135,017 | $4.7M |
| Smartleaf Asset Management LLC | 0.18% | Add +0.4% | 134,052 | $4.6M |
| Signet Financial Management, LLC | 0.51% | Reduce -4.6% | 132,200 | $4.6M |
| Fiduciary Financial Group, LLC | 0.63% | Add +9.1% | 130,297 | $4.5M |
| RBF Capital, LLC | 0.20% | No change | 130,000 | $4.5M |
| Security Financial Services, INC. | 0.68% | New | 126,589 | $4.4M |
| AssuredPartners Investment Advisors, LLC | 0.62% | Add +3.6% | 120,278 | $4.1M |
| Grunden Financial Advisory, Inc. | 1.61% | Add +6.3% | 119,769 | $4.1M |
| Warburton Capital Management, LLC | 2.29% | Add +0.5% | 117,769 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +28.1% | 117,269 | $4.0M |
| Parkwoods Wealth Partners, LLC | 1.18% | Add +6.9% | 116,710 | $4.0M |
| Corus Family Wealth Advisors | 3.20% | Add +12.5% | 116,340 | $4.0M |
| Northwest Wealth Management, LLC | 0.63% | Add +12.3% | 116,321 | $4.0M |
| Tru Independence Asset Management 2, LLC | 2.49% | Add +11.8% | 115,632 | $4.0M |
| TCI Wealth Advisors, Inc. | 0.22% | Add +66.7% | 113,455 | $3.9M |
| Foundation Wealth Management, LLC\PA | 1.42% | Reduce -5.1% | 113,436 | $3.9M |
| Approach Retirement Advisors, LLC | 3.30% | — | 111,106 | $3.8M |
| Essential Planning, LLC. | 1.20% | Add +38.0% | 108,912 | $3.8M |
| SageView Advisory Group, LLC | 0.13% | Reduce -4.8% | 108,130 | $3.7M |
| Avant Financial Advisors LLC | 2.66% | Reduce -0.5% | 107,598 | $3.7M |
| Vise Technologies, Inc. | 0.07% | New | 104,811 | $3.6M |
| Axxcess Wealth Management, LLC | 0.06% | Add +250.6% | 102,585 | $3.5M |
| BluePrint Investing LLC | 3.11% | — | 100,816 | $3.5M |
| Two West Capital Advisors LLC | 1.99% | Reduce -1.0% | 99,489 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 95,496 | $3.4M |
| Ponta Wealth Partners, LLC | 3.12% | — | 97,077 | $3.3M |
| Robinson Smith Wealth Advisors LLC | 2.27% | Add +371.7% | 96,312 | $3.3M |
| Vistica Wealth Advisors, LLC | 3.28% | — | 95,596 | $3.3M |
| GEM Asset Management, LLC | 1.47% | Add +25.5% | 93,754 | $3.3M |
| Legacy Financial Group, Inc. | 0.85% | Add +10.4% | 93,597 | $3.2M |
| Entrewealth, LLC | 1.44% | Reduce -2.7% | 86,102 | $3.2M |
| Austin Private Wealth, LLC | 0.24% | Add +3.1% | 91,096 | $3.1M |
| AA Financial Advisors, LLC | 0.57% | New | 90,093 | $3.1M |
| Peirce Capital Management, LLC | 1.20% | Add +0.7% | 87,416 | $3.0M |
| Torren Management, LLC | 1.52% | — | 86,120 | $3.0M |
| Old Mission Capital LLC | 0.11% | New | 85,719 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +0.1% | 85,626 | $3.0M |
| Squire Investment Management Company, LLC | 0.89% | Add +0.1% | 85,284 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -47.4% | 84,302 | $2.9M |
| Nwam LLC | 0.16% | Reduce -0.5% | 80,926 | $2.9M |
| marrick wealth, LLC | 2.36% | — | 83,507 | $2.9M |
| Aegis Wealth Management LLC | 1.60% | Reduce -0.2% | 82,002 | $2.8M |
| 55 North Private Wealth, LLC | 0.73% | — | 80,698 | $2.8M |
| Live Oak Private Wealth LLC | 0.38% | Add +0.0% | 79,945 | $2.8M |
| Citigroup Inc. | 0.00% | Add +37.6% | 79,841 | $2.8M |
| Firethorn Wealth Partners, LLC | 1.02% | Reduce -4.9% | 79,235 | $2.7M |
| Simplicity Wealth,LLC | 0.16% | Add +2.4% | 78,481 | $2.7M |
| MAI Capital Management | 0.01% | Reduce -6.6% | 75,465 | $2.6M |
| Root Financial Partners, LLC | 0.13% | Reduce -0.0% | 73,217 | $2.5M |
| BIP Wealth, LLC | 0.09% | Add +21.8% | 72,838 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +25.2% | 72,329 | $2.5M |
| Cogent Private Wealth, Inc. | 1.87% | — | 71,427 | $2.5M |
| Amicus Financial Advisors, LLC | 0.69% | — | 71,302 | $2.5M |
| Accurate Wealth Management, LLC | 0.31% | Add +7.1% | 68,830 | $2.4M |
| Gordian Advisors LLC | 1.61% | Add +0.5% | 70,433 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +88.5% | 69,854 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +32.1% | 69,713 | $2.4M |
| Cahill Financial Advisors Inc. | 0.26% | Add +7.2% | 67,807 | $2.3M |
| Berger Financial Group, Inc | 0.13% | Reduce -3.8% | 65,955 | $2.3M |
| Financial Alternatives, Inc | 1.29% | No change | 64,558 | $2.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.46% | Reduce -5.3% | 64,446 | $2.2M |
| Daner Wealth Management, LLC | 1.34% | Reduce -4.3% | 58,049 | $2.2M |
| Sax Wealth Advisors, LLC | 0.10% | Add +0.3% | 62,311 | $2.1M |
| Trailhead Planners LLC | 2.02% | — | 59,637 | $2.1M |
| Envision Financial Planning, LLC | 0.77% | Add +0.2% | 59,460 | $2.0M |
| Diversified Trust Co. | 0.04% | No change | 59,387 | $2.0M |
| Caprock Group, LLC | 0.04% | Add +1.3% | 58,973 | $2.0M |
| Aerodigm Wealth, LLC | 0.77% | Reduce -0.2% | 58,218 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -2.4% | 58,017 | $2.0M |
| Integrated Wealthcare, LLC | 1.67% | — | 57,788 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -10.6% | 56,324 | $1.9M |
| Drucker Wealth 3.0, LLC | 0.33% | Add +3.2% | 54,788 | $1.9M |
| GEN Financial Management, INC. | 1.15% | Reduce -0.1% | 52,933 | $1.8M |
| Tyche Wealth Partners LLC | 0.28% | Add +106.4% | 51,629 | $1.8M |
| Parkshore Wealth Management, Inc. | 0.64% | Add +11.2% | 49,150 | $1.7M |
| E-Wealth Partners, LLC | 1.42% | — | 48,944 | $1.7M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -5.0% | 48,451 | $1.7M |
| MB Generational Wealth, LLC | 0.88% | Add +96.2% | 48,382 | $1.7M |
| Bluespring Wealth Management, LLC | 0.14% | No change | 48,102 | $1.7M |
| Ares Financial Consulting, LLC | 1.57% | — | 47,829 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | No change | 46,677 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.50% | Reduce -5.2% | 44,448 | $1.5M |
| Bleakley Financial Group, LLC | 0.03% | Add +3.0% | 44,327 | $1.5M |
| Clear Creek Financial Management, LLC | 0.12% | Add +80.5% | 42,984 | $1.5M |
| McGrath & Associates, Inc. | 2.07% | Add +2.8% | 42,229 | $1.5M |
| Vigil Wealth Management, LLC | 1.21% | — | 42,131 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | New | 41,300 | $1.4M |
| Investment Advisory Group, LLC | 0.36% | Add +28.3% | 41,148 | $1.4M |
| Altiora Financial Group, LLC | 0.24% | Add +6.8% | 41,086 | $1.4M |
| 25 LLC | 0.45% | Add +0.7% | 40,913 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.38% | Add +0.1% | 40,414 | $1.4M |
| Wealthspan Partners, LLC | 0.51% | Add +2.7% | 40,375 | $1.4M |
| Xcelsior Advisor Partners LLC | 0.67% | — | 40,096 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +1.8% | 39,716 | $1.4M |
| Apollon Financial, LLC | 0.20% | No change | 39,669 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +70.0% | 39,310 | $1.4M |
| Sutton Place Investors LLC | 0.74% | No change | 38,902 | $1.3M |
| Index Fund Advisors, Inc. | 0.06% | New | 38,758 | $1.3M |
| Astra Wealth Partners LLC | 0.81% | Add +0.8% | 38,256 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.47% | Add +3.3% | 38,256 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +9.0% | 37,593 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +465.1% | 37,576 | $1.3M |
| Solutions 4 Wealth, Ltd | 1.87% | Add +3.2% | 35,865 | $1.2M |
| Strathmore Capital Advisors, Inc. | 0.40% | Add +46.5% | 35,315 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.50% | Add +4.0% | 35,071 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -14.2% | 34,627 | $1.2M |
| Geometric Wealth Advisors | 0.15% | No change | 33,948 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +17.3% | 33,837 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -2.4% | 33,634 | $1.2M |
| Note Advisors, LLC | 0.59% | New | 32,392 | $1.2M |
| Platform Wealth Management, LLC | 0.30% | — | 33,209 | $1.1M |
| KOM Wealth Management Group, LLC | 0.81% | Reduce -5.5% | 33,161 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -17.6% | 32,802 | $1.1M |
| Landing Point Financial Group, LLC | 0.55% | Reduce -2.0% | 32,197 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.3% | 32,043 | $1.1M |
| Evoke Wealth, LLC | 0.02% | Reduce -5.3% | 31,770 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +16.4% | 31,392 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +1.5% | 31,221 | $1.1M |
| Edge Financial Advisors LLC | 0.45% | Reduce -3.4% | 30,860 | $1.1M |
| OneAscent Family Office, LLC | 0.72% | Add +0.7% | 30,836 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Add +17.8% | 30,241 | $1.0M |
| Cogent Strategic Wealth LLC | 1.07% | — | 27,206 | $985K |
| TCFG Wealth Management, LLC | 0.38% | Reduce -4.9% | 27,816 | $959K |
| Balance Wealth Partners LLC | 0.30% | Reduce -4.4% | 27,125 | $935K |
| TAGStone Capital, Inc. | 0.34% | Add +10.6% | 26,620 | $917K |
| Clark Asset Management, LLC | 0.09% | Add +0.4% | 26,251 | $905K |
| Oceanside Advisors LLC | 0.55% | Add +5.6% | 26,153 | $901K |
| HFG Wealth Management, LLC | 0.49% | Reduce -13.3% | 25,559 | $881K |
| Barry Investment Advisors, LLC | 0.19% | Add +0.4% | 25,367 | $874K |
| Bessemer Group Inc. | 0.00% | No change | 24,000 | $827K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -10.1% | 23,770 | $819K |
| Mission Wealth Management, LP | 0.02% | Add +25.4% | 23,262 | $802K |
| Quadrature Capital Ltd | 0.01% | New | 23,072 | $795K |
| Quadcap Wealth Management, LLC | 0.09% | Add +5.6% | 23,038 | $794K |
| Gradient Capital Advisors, LLC | 0.20% | No change | 22,962 | $791K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -0.3% | 22,868 | $788K |
| Allegiance Financial Group Advisory Services LLC | 0.17% | No change | 22,809 | $786K |
| Stirlingshire Investments, Inc. | 0.69% | — | 22,652 | $781K |
| Asset Advisory Group, Inc. | 0.37% | — | 21,445 | $739K |
| Bank of Montreal | 0.00% | Add +206.8% | 21,261 | $733K |
| C M Bidwell & Associates Ltd. | 0.34% | No change | 21,172 | $730K |
| Cetera Investment Advisers | 0.00% | Reduce -52.2% | 21,002 | $724K |
| Capstone Financial Advisors, Inc. | 0.04% | No change | 20,750 | $715K |
| Disciplined Equity Management, Inc. | 0.36% | Add +8.6% | 20,280 | $699K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -2.5% | 20,205 | $696K |
| Merit Financial Group, LLC | 0.01% | Add +2.0% | 19,974 | $688K |
| Glassman Wealth Services | 0.09% | No change | 19,969 | $688K |
| Strategic Blueprint, LLC | 0.04% | Reduce -3.1% | 19,849 | $684K |
| Mustard Seed Financial, LLC | 0.43% | Reduce -1.1% | 19,640 | $677K |
| rebel Financial LLC | 0.29% | Add +0.0% | 19,372 | $668K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.5% | 18,854 | $650K |
| Opulen Financial Group LLC | 0.46% | Add +8.4% | 18,509 | $638K |
| Prospera Financial Services Inc | 0.01% | Add +17.3% | 17,942 | $619K |
| SYM FINANCIAL Corp | 0.06% | Reduce -0.1% | 17,607 | $607K |
| Confluence Wealth Services, Inc. | 0.02% | Add +11.1% | 17,385 | $599K |
| Citizens & Northern Corp. | 0.15% | No change | 17,326 | $597K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -12.0% | 17,144 | $594K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.7% | 17,211 | $593K |
| Arkadios Wealth Advisors | 0.01% | New | 17,194 | $593K |
| Magnolia Capital Advisors LLC | 0.12% | Add +0.7% | 17,048 | $587K |
| Vermillion Wealth Management, Inc. | 0.24% | Add +0.3% | 16,923 | $583K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 16,375 | $564K |
| Brown Advisory Inc. | 0.00% | No change | 16,358 | $564K |
| Signaturefd, LLC | 0.01% | Add +63.0% | 16,333 | $563K |
| 1900 Wealth Management LLC | 0.04% | No change | 16,298 | $562K |
| Hartmann Taylor Wealth Management, LLC | 0.37% | No change | 16,055 | $553K |
| Blue Trust, Inc. | 0.01% | Add +8.2% | 16,050 | $553K |
| Ascentis Independent Advisors | 0.09% | New | 16,037 | $553K |
| Strategic Investment Solutions, Inc. | 0.13% | Reduce -61.0% | 15,897 | $548K |
| Kaufman Rossin Wealth, LLC | 0.28% | Add +2.4% | 15,611 | $538K |
| Signal Advisors Wealth, LLC | 0.04% | New | 15,460 | $533K |
| Tranquility Partners, LLC | 0.19% | Add +0.7% | 15,369 | $530K |
| Harbour Investments, Inc. | 0.01% | Add +536.6% | 15,171 | $523K |
| Compound Planning, Inc. | 0.02% | Reduce -36.2% | 15,108 | $521K |
| Archer Investment Management, LLC | 0.28% | Reduce -16.9% | 15,106 | $521K |
| Babb Wealth Advisors LLC | 0.29% | New | 14,934 | $515K |
| NorthAvenue LLC | 0.42% | — | 14,772 | $509K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -3.6% | 14,686 | $506K |
| Pioneer Wealth Management Group | 0.15% | No change | 14,618 | $504K |
| Lakeridge Wealth Management LLC | 0.23% | Reduce -8.2% | 14,551 | $501K |
| Brooklyn Investment Group | 0.02% | New | 14,280 | $494K |
| Westwood Wealth Management | 0.36% | New | 13,802 | $476K |
| Lionshead Wealth Management, LLC | 0.36% | Reduce -2.7% | 13,802 | $476K |
| Summit Wealth Group, LLC | 0.11% | Reduce -0.7% | 13,784 | $475K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 13,738 | $473K |
| AE Wealth Management LLC | 0.00% | Add +15.9% | 13,679 | $471K |
| First Financial Group Corp | 0.40% | Add +8.0% | 13,594 | $468K |
| Northern Trust Corp. | 0.00% | Add +3.5% | 13,437 | $463K |
| Fortis Capital Management LLC | 0.06% | New | 13,279 | $458K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 13,247 | $456K |
| Visionary Horizons, LLC | 0.23% | Add +7.0% | 12,965 | $447K |
| Oath Planning, LLC | 0.44% | — | 12,947 | $446K |
| PCA Investment Advisory Services Inc. | 0.16% | New | 12,923 | $445K |
| Advyzon Investment Management, LLC | 0.05% | Add +43.0% | 12,783 | $440K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 12,536 | $432K |
| Old Peak Finance LLC | 0.27% | — | 12,530 | $432K |
| Wingate Wealth Advisors, Inc. | 0.24% | Add +0.7% | 12,299 | $424K |
| Core Wealth Management, Inc. | 0.13% | No change | 12,286 | $423K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 12,223 | $421K |
| Red Lighthouse Investment Management, LLC | 0.15% | Reduce -13.1% | 12,103 | $417K |
| Principal Securities, Inc. | 0.01% | Add +9.6% | 12,090 | $417K |
| Noble Family Wealth, LLC | 0.09% | Add +18.6% | 11,927 | $411K |
| Millstone Evans Group, LLC | 0.24% | Add +1.5% | 11,911 | $410K |
| Selective Wealth Management, Inc. | 0.13% | New | 11,382 | $406K |
| Hurley Capital, LLC | 0.23% | Add +20.3% | 11,767 | $405K |
| Money Concepts Capital Corp. | 0.02% | New | 11,725 | $404K |
| Great Oak Capital Partners, LLC | 0.10% | Reduce -10.0% | 11,435 | $398K |
| Life Planning Partners, Inc | 0.29% | Reduce -3.6% | 10,960 | $378K |
| CVA Family Office, LLC | 0.04% | New | 10,870 | $375K |
| BOS Asset Management, LLC | 0.10% | Add +8.5% | 10,859 | $374K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +15.9% | 10,707 | $369K |
| Aurelius Family Office LLC | 0.16% | No change | 10,424 | $366K |
| HMV Wealth Advisors, LLC | 0.18% | Add +11.4% | 10,490 | $361K |
| O'Brien Wealth Partners LLC | 0.05% | New | 10,447 | $360K |
| Angeles Wealth Management, LLC | 0.02% | No change | 10,393 | $358K |
| Boyum Wealth Architects LLC | 0.16% | New | 9,616 | $348K |
| Cwm, LLC | 0.00% | Add +18.9% | 9,943 | $343K |
| AlphaStar Capital Management, LLC | 0.02% | New | 9,790 | $337K |
| LJI Wealth Management, LLC | 0.05% | New | 9,602 | $331K |
| Claris Advisors, LLC / Mo / | 0.10% | Reduce -2.3% | 9,548 | $329K |
| FLC Capital Advisors | 0.06% | No change | 9,547 | $329K |
| Facet Wealth, Inc. | 0.01% | New | 8,892 | $326K |
| National Bank of Canada | 0.00% | Add +16.6% | 9,392 | $324K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.7% | 9,357 | $322K |
| Ameriprise Financial Inc. | 0.00% | New | 9,182 | $316K |
| Calton & Associates, Inc. | 0.05% | New | 9,131 | $315K |
| MPWM Advisory Solutions, LLC | 0.17% | Add +1.7% | 9,090 | $313K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,053 | $312K |
| CIBC Private Wealth Group LLC | 0.00% | New | 9,050 | $312K |
| HBE Wealth Management, LLC | 0.29% | — | 9,027 | $311K |
| DBK Financial Counsel, LLC | 0.24% | No change | 8,892 | $306K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +26.9% | 8,864 | $305K |
| GTS Securities LLC | 0.01% | Reduce -61.0% | 8,848 | $305K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 8,805 | $303K |
| Citrine Capital LLC | 0.14% | Reduce -1.8% | 8,743 | $301K |
| Vance Wealth, LLC | 0.09% | Add +9.4% | 8,710 | $300K |
| Investmark Advisory Group LLC | 0.13% | Add +0.5% | 8,686 | $299K |
| Wells Fargo & Company | 0.00% | Reduce -31.0% | 8,641 | $298K |
| FMR LLC | 0.00% | Add +149.1% | 8,495 | $293K |
| Axis Wealth Partners, LLC | 0.16% | New | 8,384 | $289K |
| Tumwater Wealth Management, LLC | 0.12% | Reduce -11.2% | 8,300 | $286K |
| VestGen Advisors, LLC | 0.01% | New | 8,126 | $280K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3686.9% | 8,104 | $279K |
| Hancock Whitney Corp. | 0.00% | Reduce -4.0% | 7,953 | $274K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.6% | 7,925 | $273K |
| Aspire Private Capital, LLC | 0.06% | Reduce -17.3% | 7,864 | $271K |
| Fortis Capital Advisors, LLC | 0.04% | New | 7,810 | $269K |
| Belpointe Asset Management LLC | 0.01% | New | 7,810 | $269K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | — | 7,693 | $265K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +175.8% | 7,641 | $263K |
| Qube Research & Technologies Ltd | 0.00% | Add +5392.1% | 7,634 | $263K |
| Claris Financial LLC | 0.14% | New | 7,619 | $263K |
| Shore Point Advisors, LLC | 0.11% | Reduce -0.9% | 7,228 | $249K |
| Capital Asset Advisory Services LLC | 0.01% | New | 7,015 | $247K |
| Victory Financial Group, LLC | 0.03% | New | 7,159 | $247K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 7,072 | $244K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.4% | 6,894 | $238K |
| Long Island Wealth Management, Inc. | 0.11% | No change | 6,730 | $232K |
| Level Wealth Management LLC | 0.12% | Reduce -1.5% | 6,722 | $232K |
| Private Trust Co. NA | 0.02% | New | 6,687 | $230K |
| Dopkins Wealth Management, LLC | 0.09% | Reduce -1.0% | 6,635 | $229K |
| Acropolis Investment Management, LLC | 0.01% | New | 6,627 | $228K |
| Parkside Financial Bank & Trust | 0.02% | No change | 6,346 | $219K |
| Mgo One Seven LLC | 0.00% | New | 6,330 | $218K |
| HRT Financial LP | 0.00% | New | 6,313 | $217K |
| Elevate Wealth Advisory, Inc. | 0.15% | Add +26.0% | 6,248 | $215K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,200 | $214K |
| Concord Wealth Partners | 0.03% | Add +0.5% | 6,191 | $213K |
| McClarren Financial Advisors, Inc. | 0.13% | Reduce -96.7% | 207 | $212K |
| Net Worth Advisory Group | 0.04% | New | 6,145 | $212K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 6,120 | $211K |
| Empire Financial Management Company, LLC | 0.05% | New | 6,101 | $210K |
| Reyes Financial Architecture, Inc. | 0.13% | No change | 6,076 | $209K |
| QRG Capital Management, Inc. | 0.00% | New | 5,960 | $205K |
| Integras Partners LLC | 0.16% | New | 5,878 | $203K |
| Hilltop Holdings Inc. | 0.01% | New | 5,849 | $202K |
| Assetmark, Inc. | 0.00% | No change | 5,846 | $201K |
| Franklin Resources Inc. | 0.00% | New | 5,670 | $195K |
| CNB Bank | 0.08% | No change | 5,653 | $195K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 5,027 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.2% | 4,720 | $163K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 4,478 | $154K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 4,340 | $150K |
| CX Institutional | 0.00% | Add +8.8% | 4,331 | $149K |
| RHL Group, LLC | 0.12% | — | 4,172 | $144K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.3% | 4,111 | $142K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -12.2% | 3,855 | $133K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -0.2% | 3,801 | $131K |
| Optima Capital LLC | 0.05% | New | 3,103 | $107K |
| Topsail Wealth Management, LLC | 0.01% | Add +143.3% | 2,810 | $97K |
| Global Trust Asset Management, LLC | 0.03% | No change | 2,500 | $86K |
| UBS Group AG | 0.00% | Reduce -15.5% | 2,447 | $84K |
| Fifth Third Bancorp | 0.00% | New | 1,910 | $66K |
| Colonial Trust Co / SC | 0.01% | No change | 1,505 | $52K |
| Keystone Financial Group, Inc. | 0.02% | Add +0.7% | 1,234 | $43K |
| Washington Trust Advisors, Inc. | 0.00% | Add +0.6% | 1,131 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 1,099 | $38K |
| Team Financial Group, LLC | 0.01% | No change | 868 | $30K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 781 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 778 | $27K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -7.8% | 15,169 | $27K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 760 | $26K |
| Triumph Capital Management | 0.01% | New | 725 | $25K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -3.7% | 679 | $23K |
| Winnacle Wealth LLC | 0.02% | New | 631 | $22K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 618 | $21K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 608 | $21K |
| Coston, McIsaac & Partners | 0.00% | New | 588 | $20K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +12.4% | 571 | $20K |
| Comerica Bank | 0.00% | Reduce -4.0% | 548 | $19K |
| Rothschild Investment LLC | 0.00% | New | 544 | $19K |
| Albion Financial Group | 0.00% | No change | 470 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 470 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 456 | $16K |
| Quent Capital, LLC | 0.00% | New | 446 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 390 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 373 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 320 | $11K |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.2% | 272 | $9K |
| WealthCollab, LLC | 0.00% | No change | 262 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 262 | $9K |
| Rossby Financial, LCC | 0.00% | Add +45.1% | 222 | $8K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 206 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | New | 164 | $6K |
| LRI Investments, LLC | 0.00% | No change | 160 | $6K |
| Integrity Financial Corp | 0.00% | Reduce -1.9% | 153 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -30.1% | 72 | $2K |
| Key Capital Management, INC | 0.00% | — | 71 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | New | 54 | $2K |
"% of holder's portfolio" is DFIC's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.