Dimensional InternationalDFICETF
13F holders, Q1 2026 (March 31)614holders +49
74new positions
22sold out
3famous investors
$35.61avg. 13F price*
At the end of Q1 2026, 614 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 49 from Q4 2025. 74 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.4B), Forum Financial Management, LP ($576.4M) and Evensky & Katz LLC ($215.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional International Co.
- CUSIP
- 25434V799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $352.7M |
| Exits | 22 | $106.3M |
All 13F filers, Q4 2025 → Q1 2026: 22,513,391 shares bought and 9,165,019 shares sold, net +13,348,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 614 holders
| Mercer Global Advisors Inc. | 2.02% | Add +4.0% | 38,461,411 | $1.4B |
| Forum Financial Management, LP | 8.15% | Reduce -1.9% | 16,222,174 | $576.4M |
| Evensky & Katz LLC | 12.24% | Reduce -2.4% | 6,055,549 | $215.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.4% | 5,435,458 | $193.1M |
| Apella Capital, LLC | 2.57% | Add +6.0% | 4,552,460 | $172.9M |
| JMG Financial Group, Ltd. | 4.68% | Add +8.0% | 4,786,293 | $170.1M |
| Greenspring Advisors, LLC | 9.67% | Reduce -0.3% | 4,466,470 | $158.7M |
| HighTower Advisors, LLC | 0.16% | Reduce -15.8% | 4,316,541 | $153.4M |
| RW Investment Management LLC | 14.56% | — | 4,234,459 | $150.5M |
| Summit Financial Strategies, Inc. | 10.88% | Add +0.3% | 3,887,458 | $138.1M |
| Plancorp, LLC | 3.72% | Add +13.1% | 3,498,838 | $130.7M |
| Awm Capital, LLC | 11.30% | Reduce -0.2% | 3,515,056 | $124.9M |
| LPL Financial LLC | 0.03% | Add +2.1% | 3,510,772 | $124.7M |
| Cannon Financial Strategists, Inc. | 16.14% | Add +0.1% | 3,455,475 | $122.8M |
| Sageworth Trust Co | 4.93% | Reduce -0.1% | 3,227,612 | $114.7M |
| Focus Partners Wealth | 0.13% | Add +0.1% | 3,191,240 | $113.4M |
| Maseco LLP | 3.53% | Add +10.1% | 3,168,524 | $112.6M |
| Symmetry Partners, LLC | 5.74% | Add +3.9% | 2,829,499 | $100.5M |
| Jane Street Group, LLC | 0.11% | New | 2,726,519 | $96.9M |
| Phillips Financial Management, LLC | 6.73% | Reduce -8.4% | 2,611,359 | $92.8M |
| Pathstone Holdings, LLC | 0.37% | Reduce -3.5% | 2,603,022 | $92.5M |
| Beacon Pointe Advisors, LLC | 0.49% | Add +1.4% | 2,596,159 | $92.2M |
| Kestra Investment Management, LLC | 1.57% | Add +1.9% | 2,557,353 | $90.9M |
| WPWealth LLP | 13.68% | Reduce -0.0% | 2,519,087 | $89.5M |
| Annex Advisory Services, LLC | 1.64% | Reduce -2.1% | 2,461,444 | $87.5M |
| Asset Dedication, LLC | 5.99% | Reduce -4.4% | 2,408,781 | $85.6M |
| Aspen Capital Management, LLC | 20.02% | Add +0.3% | 2,275,858 | $80.9M |
| Rather & Kittrell, Inc. | 12.40% | Add +1.4% | 2,260,897 | $80.3M |
| Bernicke Wealth Management, Ltd. | 10.10% | Reduce -0.8% | 2,200,636 | $78.2M |
| Rockbridge Investment Management, LCC | 6.98% | Reduce -0.0% | 2,187,179 | $77.7M |
| Elser Financial Planning, Inc | 3.75% | New | 2,170,433 | $77.2M |
| Brighton Jones LLC | 1.63% | Add +2.9% | 2,078,625 | $73.9M |
| OneDigital Investment Advisors LLC | 0.72% | Add +1.3% | 2,074,009 | $73.7M |
| Hill Investment Group Partners, LLC | 8.00% | Add +0.4% | 2,039,273 | $72.5M |
| Syverson Strege & Co | 17.35% | Reduce -1.8% | 2,029,733 | $72.1M |
| Baird Financial Group, Inc. | 0.11% | Add +0.3% | 1,967,806 | $69.9M |
| Truepoint, Inc. | 1.55% | Reduce -4.8% | 1,959,163 | $69.6M |
| Leading Edge Financial Planning LLC | 14.63% | Add +5.8% | 1,956,559 | $69.5M |
| SJS Investment Consulting Inc. | 8.49% | Add +3.5% | 1,956,405 | $69.5M |
| Miramar Fiduciary Corp | 55.80% | Reduce -8.1% | 1,915,823 | $68.1M |
| Moss Adams Wealth Advisors LLC | 4.84% | Add +4.0% | 1,862,542 | $66.2M |
| Rockwood Wealth Management, LLC | 4.51% | Add +1.8% | 1,774,192 | $63.0M |
| Vestmark Advisory Solutions, Inc. | 0.68% | Add +39.9% | 1,736,974 | $61.7M |
| Betterment LLC | 0.11% | Add +1.3% | 1,583,801 | $56.3M |
| Commonwealth Equity Services, LLC | 0.08% | Add +6.1% | 1,582,342 | $56.2M |
| Kooman & Associates | 16.64% | Reduce -1.5% | 1,570,653 | $55.8M |
| Millburn Ridgefield LLC | 1.18% | Add +6.5% | 1,549,030 | $55.0M |
| Catalyst Capital Advisors LLC | 1.03% | Add +6.5% | 1,549,030 | $55.0M |
| Financial Plan, Inc. | 5.78% | Add +7.6% | 1,516,156 | $53.9M |
| Bank of America Corp. | 0.00% | Add +20.1% | 1,463,977 | $52.0M |
| Tencap Wealth Coaching, LLC | 19.56% | Reduce -2.7% | 1,461,824 | $52.0M |
| DecisionPoint Financial, LLC | 10.87% | Add +2.2% | 1,419,420 | $50.4M |
| Aspen Wealth Management LLC | 9.89% | Add +1.2% | 1,395,647 | $49.6M |
| Mariner, LLC | 0.06% | Add +6.5% | 1,389,763 | $49.4M |
| DiNuzzo Private Wealth, Inc. | 5.30% | Reduce -0.5% | 1,385,033 | $49.2M |
| Stordahl Capital Management, Inc. | 9.96% | Reduce -2.9% | 1,361,259 | $48.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 13.37% | Reduce -46.3% | 1,341,057 | $47.6M |
| von Borstel & Associates, Inc. | 10.72% | Reduce -4.9% | 1,318,049 | $46.8M |
| Eaton-Cambridge Inc. | 14.16% | Add +1.2% | 1,273,246 | $45.2M |
| Verisail Partners, LLC | 18.18% | Reduce -1.9% | 1,261,255 | $44.8M |
| Your Advocates Ltd., LLP | 13.55% | Add +2.7% | 1,250,586 | $44.4M |
| Savant Capital, LLC | 0.21% | Reduce -3.0% | 1,247,780 | $44.3M |
| RS Crum Inc. | 7.99% | Reduce -1.5% | 1,162,927 | $41.3M |
| Alpha Financial Advisors, LLC | 12.63% | Reduce -1.7% | 1,159,923 | $41.2M |
| AdvisorNet Financial, Inc | 2.12% | Add +4.6% | 1,151,149 | $40.9M |
| Burton Enright Welch | 5.52% | Add +2.7% | 1,142,023 | $40.6M |
| One Degree Advisors Inc | 10.46% | Add +8.1% | 1,122,058 | $39.9M |
| EnRich Financial Partners LLC | 10.56% | Add +1.3% | 1,120,912 | $39.8M |
| Hill Island Financial LLC | 9.47% | Add +1.6% | 1,096,790 | $39.0M |
| American Trust | 3.42% | Add +8.8% | 1,088,939 | $38.7M |
| Ullmann Wealth Partners Group, LLC | 3.98% | Reduce -6.7% | 1,080,106 | $38.4M |
| BCU Wealth Advisors, LLC | 14.21% | Reduce -1.0% | 1,073,062 | $38.1M |
| ARK & TLK Investments, LLC | 10.26% | Add +5.7% | 1,064,396 | $37.8M |
| True Wealth Design, LLC | 10.47% | Add +1.3% | 1,062,329 | $37.7M |
| Capstone Capital LLC | 24.12% | Reduce -1.0% | 1,054,038 | $37.4M |
| Straight Path Wealth Management | 9.90% | Add +5.0% | 1,043,507 | $37.1M |
| Focus Partners Advisor Solutions, LLC | 0.37% | Add +5.8% | 1,038,279 | $36.9M |
| Pine Harbor Wealth Management, LLC | 10.82% | Add +15.2% | 1,017,885 | $36.2M |
| Trust Co of the South | 5.79% | Add +0.2% | 1,012,932 | $36.0M |
| Mattern Wealth Management LLC | 6.80% | Add +1.4% | 982,304 | $34.9M |
| United Wealth Management, LLC | 8.65% | Add +1.6% | 979,558 | $34.8M |
| Tassel Capital Management, Inc. | 18.72% | Add +2.2% | 970,099 | $34.5M |
| Burney Co./ | 1.07% | Add +8.4% | 967,635 | $34.4M |
| SC&H Financial Advisors, Inc. | 5.16% | Add +2.5% | 963,800 | $34.2M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -1.3% | 949,884 | $33.7M |
| MJP Associates Inc. | 4.10% | New | 949,470 | $33.7M |
| Advisor OS, LLC | 2.44% | New | 946,775 | $33.6M |
| Pinnacle Financial Group, LLC / IL | 8.93% | Add +6.2% | 916,900 | $32.6M |
| Krilogy Financial LLC | 1.04% | Add +1.0% | 861,971 | $32.4M |
| Acorn Creek Capital LLC | 11.42% | Reduce -3.0% | 900,526 | $32.0M |
| Freedom Investment Management, Inc. | 9.20% | Reduce -6.9% | 872,760 | $31.0M |
| Bridgewater Advisors Inc. | 1.76% | Reduce -11.6% | 778,819 | $29.7M |
| Integrity Advisory Solutions, LLC | 3.86% | Add +6.3% | 822,926 | $29.2M |
| Market Street Wealth Management Advisors LLC | 4.51% | Reduce -3.4% | 806,005 | $28.6M |
| Rachor Investment Advisory Services, LLC | 14.94% | Reduce -5.3% | 800,249 | $28.4M |
| Evanson Asset Management, LLC | 1.52% | Reduce -0.1% | 798,853 | $28.4M |
| Quantum Financial Planning Services, Inc. | 10.16% | Add +3.0% | 795,841 | $28.3M |
| Lutz Financial Services LLC | 1.89% | Reduce -0.1% | 790,627 | $28.1M |
| Hurlow Wealth Management Group, Inc. | 6.57% | Add +9.3% | 776,503 | $27.6M |
| Discipline Wealth Solutions, LLC | 2.83% | Add +146.8% | 755,893 | $26.9M |
| HTG Investment Advisors, Inc. | 7.54% | Add +2.1% | 743,701 | $26.4M |
| Sensible Money, LLC | 7.83% | Add +11.2% | 724,079 | $25.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +12.3% | 711,963 | $25.3M |
| Arax Advisory Partners | 0.71% | Reduce -11.6% | 711,121 | $25.3M |
| VeraBank, N.A. | 4.61% | Add +5.0% | 709,168 | $25.2M |
| Raymond James Financial Inc. | 0.01% | Add +30.8% | 706,810 | $25.1M |
| SwitchPoint Financial Planning, LLC | 16.94% | Add +4.0% | 703,061 | $25.0M |
| Corient Private Wealth LP | 0.04% | Reduce -5.2% | 702,206 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +71.2% | 702,122 | $24.9M |
| Integrated Wealth Concepts LLC | 0.20% | Add +9.1% | 697,299 | $24.8M |
| Foundations Investment Advisors, LLC | 0.30% | Add +12.0% | 686,966 | $24.4M |
| Cambridge Financial Group, LLC | 8.22% | Add +0.3% | 683,724 | $24.3M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -0.7% | 668,782 | $23.8M |
| Integrity Alliance, Llc. | 0.90% | Reduce -0.3% | 662,337 | $23.5M |
| Concurrent Investment Advisors, LLC | 0.25% | New | 650,295 | $23.1M |
| Efficient Advisors, LLC | 1.63% | Reduce -44.8% | 646,208 | $23.0M |
| Mosaic Family Wealth Partners, LLC | 2.31% | Add +2.9% | 636,539 | $22.6M |
| Blume Capital Management, Inc. | 3.84% | Reduce -3.9% | 635,052 | $22.6M |
| Chicago Partners Investment Group LLC | 0.50% | Add +3.8% | 604,385 | $22.5M |
| Creative Planning | 0.02% | Add +20.4% | 628,566 | $22.3M |
| Burk Holdings LLC | 9.49% | Add +2.0% | 623,472 | $22.2M |
| Great Waters Wealth Management | 2.34% | Reduce -10.6% | 621,030 | $22.1M |
| Vannoy Advisory Group, Inc. | 13.91% | Reduce -1.1% | 618,312 | $22.0M |
| Passive Capital Management, LLC. | 6.45% | Add +8.5% | 607,940 | $21.6M |
| New Dimensions Wealth Management, LLC | 18.03% | Reduce -4.3% | 596,488 | $21.2M |
| Aire Advisors, LLC | 3.86% | Add +1.2% | 593,625 | $21.1M |
| Private Wealth Management Group, LLC | 5.42% | Reduce -2.6% | 580,784 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 597,730 | $20.6M |
| Studio Investment Management LLC | 3.71% | Reduce -1.0% | 578,787 | $20.6M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -0.9% | 574,022 | $20.4M |
| Hippocratic Financial Advisors, LLC | 8.94% | Add +1.7% | 573,822 | $20.4M |
| Versant Capital Management, Inc | 1.98% | Add +6.5% | 564,421 | $20.1M |
| Vestment Financial LLC | 9.28% | Add +2.0% | 520,520 | $19.7M |
| Wealthcare Advisory Partners LLC | 0.38% | Reduce -27.4% | 550,199 | $19.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -13.6% | 550,086 | $19.5M |
| Cypress Point Wealth Management, LLC | 4.21% | Add +9.6% | 549,924 | $19.5M |
| Pillar Financial Advisors, LLC | 11.26% | Add +2.2% | 542,085 | $19.3M |
| Wealth Advisors Northwest LLC | 8.05% | Add +4.1% | 540,369 | $19.2M |
| EverSource Wealth Advisors, LLC | 0.57% | Add +10.0% | 526,521 | $18.7M |
| Scratch Capital LLC | 10.70% | Add +19.0% | 525,870 | $18.7M |
| Quarry Hill Advisors, LLC | 7.62% | Add +2.3% | 487,582 | $18.5M |
| Heritage Investment Group, Inc. | 2.79% | Add +3.0% | 518,666 | $18.4M |
| BCO Wealth Management LLC | 11.06% | Add +0.1% | 518,097 | $18.4M |
| Farther Finance Advisors, LLC | 0.17% | Add +31.3% | 507,713 | $18.3M |
| Vestia Personal Wealth Advisors | 8.55% | Add +17.9% | 574,815 | $18.2M |
| XY Planning Network, Inc. | 2.89% | Add +4.9% | 502,259 | $18.1M |
| AA Financial Advisors, LLC | 2.55% | Add +465.9% | 509,880 | $18.1M |
| Mills Wealth Advisors LLC | 6.31% | Add +2.1% | 508,253 | $18.1M |
| JFS Wealth Advisors, LLC | 1.00% | Add +14.5% | 503,716 | $17.9M |
| Cambridge Capital Management, LLC | 7.64% | Add +28.4% | 498,850 | $17.7M |
| Gemmer Asset Management LLC | 1.40% | Add +4.5% | 498,420 | $17.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.00% | Reduce -13.3% | 494,724 | $17.6M |
| Penserra Capital Management LLC | 0.20% | New | 490,498 | $17.4M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -3.9% | 485,928 | $17.3M |
| LifeGuide Financial Advisors, LLC | 5.42% | Add +7.3% | 476,904 | $16.9M |
| TFO Wealth Partners, LLC | 2.30% | Add +103.4% | 476,242 | $16.9M |
| Hills Bank & Trust Co | 0.79% | Add +31.2% | 460,089 | $16.3M |
| Ruedi Wealth Management, Inc. | 4.20% | Reduce -4.9% | 458,813 | $16.3M |
| Applied Capital LLC | 6.07% | Reduce -1.2% | 457,745 | $16.3M |
| Hiley Hunt Wealth Management | 7.14% | Add +1.6% | 455,932 | $16.2M |
| Riverchase Wealth Management, LLC | 8.35% | Reduce -0.5% | 451,223 | $16.0M |
| Liberty Wealth Management LLC | 1.95% | Reduce -2.0% | 439,135 | $15.6M |
| Financial Symmetry Inc | 5.53% | Add +15.7% | 416,072 | $15.6M |
| Foundry Financial LLC | 6.59% | Add +16.9% | 437,867 | $15.6M |
| Pacific Asset Management, LLC | 8.65% | Add +0.3% | 436,212 | $15.5M |
| Austin Asset Management Co Inc | 2.60% | Reduce -0.1% | 434,521 | $15.4M |
| Watchman Group, Inc. | 3.72% | Add +2.1% | 432,729 | $15.4M |
| Fort Vancouver Investment Management, LLC | 7.52% | Add +2.2% | 417,099 | $14.8M |
| Client 1ST Advisory Group, LLC | 4.46% | Reduce -1.5% | 413,268 | $14.7M |
| GeoWealth Management, LLC | 0.51% | Add +5.4% | 397,806 | $14.1M |
| American Investment Services, Inc. | 3.15% | Add +2.6% | 397,581 | $14.1M |
| SageOak Financial, LLC | 9.64% | Reduce -2.7% | 384,266 | $13.7M |
| Tillman Hartley LLC | 3.43% | Add +1.6% | 384,007 | $13.6M |
| Geneos Wealth Management Inc. | 0.31% | Add +5.6% | 381,794 | $13.6M |
| B&D White Capital Company, LLC | 1.67% | Add +13.4% | 381,045 | $13.5M |
| Signature Resources Capital Management, LLC | 6.23% | Add +5.7% | 369,898 | $13.1M |
| Vantage Point Financial LLC | 4.58% | Reduce -11.2% | 366,909 | $13.0M |
| Financial Harvest, LLC | 7.54% | Add +4.0% | 360,566 | $12.8M |
| Ridgeline Wealth, LLC | 9.02% | Add +1.6% | 354,452 | $12.6M |
| American Capital Advisory, LLC | 5.08% | Add +13.1% | 353,079 | $12.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -45.4% | 349,805 | $12.4M |
| Stratos Investment Management, LLC | 0.50% | Add +2.4% | 349,202 | $12.4M |
| Plum Street Advisors, LLC | 4.28% | Add +20.8% | 347,871 | $12.4M |
| Abel Hall, LLC | 2.62% | Add +0.4% | 346,155 | $12.3M |
| Physician Wealth Solutions Inc. | 5.05% | Reduce -0.4% | 343,333 | $12.2M |
| Hutchens & Kramer Investment Management Group, LLC | 3.85% | Reduce 0.0% | 342,652 | $12.2M |
| KFG Wealth Management, LLC | 1.54% | Add +7.7% | 335,562 | $11.9M |
| Cravens & Co Advisors, LLC | 7.61% | Add +1.2% | 329,479 | $11.7M |
| Cardiff Park Advisors, LLC | 0.91% | Add +1.8% | 321,536 | $11.4M |
| Citadel Advisors | 0.01% | New | 321,518 | $11.4M |
| Professional Financial Solutions LLC | 10.13% | Add +7.7% | 320,580 | $11.4M |
| RFG Advisory, LLC | 0.21% | New | 317,527 | $11.3M |
| Cloud Capital Management, LLC | 4.89% | Add +38.1% | 315,978 | $11.2M |
| Sterling Wealth Advisors Inc | 6.39% | Reduce -0.1% | 296,324 | $11.2M |
| Sensenig Capital Advisors, Inc | 11.22% | Reduce -7.0% | 308,039 | $10.9M |
| RCS Financial Planning, LLC | 5.60% | Reduce -2.4% | 303,850 | $10.8M |
| Jackson Thornton Wealth Management, LLC | 0.96% | Reduce -0.4% | 286,195 | $10.7M |
| Savvy Advisors, Inc. | 0.28% | Reduce -1.5% | 292,937 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 292,259 | $10.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -10.6% | 282,074 | $10.0M |
| FMB Wealth Management | 4.11% | Add +7.2% | 279,591 | $9.9M |
| North Ridge Wealth Advisors, Inc. | 5.36% | Reduce -4.8% | 268,030 | $9.5M |
| Wheels Up Wealth, Inc. | 8.69% | Reduce -1.0% | 260,049 | $9.2M |
| Rehmann Capital Advisory Group | 0.48% | Reduce -3.5% | 258,803 | $9.2M |
| Outbound Financial Inc | 6.71% | Add +5.7% | 251,960 | $9.0M |
| Penobscot Wealth Management | 2.58% | Add +3.9% | 246,022 | $8.7M |
| Bridge Generations Wealth Management LLC | 5.00% | Reduce -0.1% | 245,608 | $8.7M |
| CSP Financial Group, LLC | 8.46% | — | 232,651 | $8.3M |
| Merit Financial Group, LLC | 0.06% | Add +1052.5% | 230,191 | $8.2M |
| Five Oceans Advisors | 2.94% | Reduce -3.2% | 228,651 | $8.1M |
| Robinson Smith Wealth Advisors LLC | 5.43% | Add +134.5% | 225,822 | $8.0M |
| Keb Asset Management, LLC | 1.51% | Add +12.3% | 222,285 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +124.9% | 214,753 | $7.7M |
| Grand Wealth Management, LLC | 3.62% | Reduce -7.0% | 216,596 | $7.7M |
| Capstone Wealth Management, Inc. | 6.47% | Add +9.4% | 211,948 | $7.6M |
| Prospect Financial Group LLC | 6.73% | Reduce -2.3% | 205,211 | $7.3M |
| Sageworth Trust Co of South Dakota | 5.76% | Reduce -1.3% | 204,535 | $7.3M |
| Clearstead Advisors, LLC | 0.07% | New | 200,000 | $7.1M |
| Kane Co Wealth Management, Inc. | 5.91% | Add +1.6% | 197,283 | $7.0M |
| WorthPointe, LLC | 1.90% | Add +3.6% | 196,038 | $7.0M |
| JDH Wealth Management, LLC | 4.46% | Reduce -3.4% | 186,000 | $6.6M |
| Signature Estate & Investment Advisors LLC | 0.13% | Reduce -1.5% | 184,798 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.4% | 184,742 | $6.6M |
| Vista Capital Partners, Inc. | 0.65% | Add +10.6% | 181,694 | $6.5M |
| Tandemgrowth Financial Advisors LLC | 6.03% | Add +13.9% | 180,275 | $6.4M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -1.1% | 179,987 | $6.4M |
| Heffernan Advisory, Inc. | 5.84% | Add +7.2% | 177,205 | $6.3M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.65% | Add +23.2% | 172,372 | $6.1M |
| BDFS Capital LLC | 2.94% | Add +4.7% | 171,695 | $6.1M |
| Allworth Financial LP | 0.02% | Add +195.9% | 171,649 | $6.1M |
| Rialto Wealth Management, LLC | 1.37% | Reduce -0.6% | 171,092 | $6.1M |
| Tilson Financial Group, Inc. | 1.81% | Reduce -4.9% | 170,084 | $6.0M |
| Austin Wealth Management, LLC | 1.34% | Reduce -38.3% | 163,413 | $5.9M |
| Estate Counselors, LLC | 0.52% | Reduce -0.3% | 165,905 | $5.9M |
| Triad Wealth Partners, LLC | 0.46% | Add +6.0% | 164,300 | $5.8M |
| Shufro Rose & Co. LLC | 0.40% | Add +14.8% | 163,529 | $5.8M |
| Monograph Wealth Advisors, LLC | 0.55% | Add +2.0% | 162,743 | $5.8M |
| Sowell Financial Services LLC | 0.21% | Add +1.3% | 160,347 | $5.7M |
| AQR Capital Management | 0.00% | Add +18.1% | 160,236 | $5.7M |
| Porter White Investment Advisors, Inc. | 2.27% | Add +1.0% | 159,221 | $5.7M |
| Strategent Financial, LLC | 3.81% | Add +10.5% | 158,066 | $5.6M |
| Ponta Wealth Partners, LLC | 4.48% | Add +61.8% | 157,050 | $5.6M |
| Coyle Financial Counsel LLC | 1.16% | Reduce -1.3% | 154,270 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +4.8% | 153,742 | $5.5M |
| Fiduciary Financial Group, LLC | 0.71% | Add +16.4% | 151,701 | $5.4M |
| Longview Financial Advisors LLC | 2.91% | Add +2.1% | 150,516 | $5.3M |
| Ariadne Wealth Management, LP | 2.39% | Add +0.1% | 150,081 | $5.3M |
| Family Office Research LLC | 2.31% | Reduce -2.1% | 149,774 | $5.3M |
| PCA Investment Advisory Services Inc. | 1.74% | Add +1033.6% | 146,499 | $5.2M |
| Citigroup Inc. | 0.00% | Add +83.4% | 146,454 | $5.2M |
| GEM Asset Management, LLC | 2.27% | Add +54.5% | 144,865 | $5.1M |
| Archford Capital Strategies, LLC | 0.58% | Add +1.4% | 142,835 | $5.1M |
| Index Fund Advisors, Inc. | 0.22% | Add +259.2% | 139,222 | $4.9M |
| TCI Wealth Advisors, Inc. | 0.26% | Add +22.6% | 139,106 | $4.9M |
| Corus Family Wealth Advisors | 3.98% | Add +18.3% | 137,593 | $4.9M |
| Sprinkle Financial Consultants LLC | 2.25% | Add +0.3% | 136,507 | $4.9M |
| Parkwoods Wealth Partners, LLC | 1.17% | Add +14.9% | 134,158 | $4.8M |
| Security Financial Services, INC. | 0.75% | Add +5.5% | 133,599 | $4.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -1.8% | 132,564 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +983.1% | 132,389 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -10.9% | 132,053 | $4.7M |
| Essential Planning, LLC. | 1.47% | Add +19.6% | 130,206 | $4.6M |
| RBF Capital, LLC | 0.23% | No change | 130,000 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +9.2% | 128,021 | $4.5M |
| Summit Financial, LLC | 0.06% | New | 127,920 | $4.5M |
| Signet Financial Management, LLC | 0.50% | Reduce -4.3% | 126,583 | $4.5M |
| Smartleaf Asset Management LLC | 0.16% | Reduce -3.0% | 129,994 | $4.5M |
| AssuredPartners Investment Advisors, LLC | 0.48% | Add +1.4% | 122,022 | $4.4M |
| Warburton Capital Management, LLC | 2.14% | Add +0.1% | 117,933 | $4.4M |
| Northwest Wealth Management, LLC | 0.65% | Add +4.4% | 121,426 | $4.3M |
| Tru Independence Asset Management 2, LLC | 2.56% | Add +1.4% | 117,224 | $4.2M |
| Waterfront Wealth Inc. | 0.74% | Reduce -12.3% | 113,042 | $4.0M |
| Approach Retirement Advisors, LLC | 3.27% | Reduce -0.3% | 110,728 | $3.9M |
| Foundation Wealth Management, LLC\PA | 1.36% | Reduce -4.4% | 108,458 | $3.9M |
| Avant Financial Advisors LLC | 2.70% | Add +0.3% | 107,924 | $3.8M |
| UBS Group AG | 0.00% | Add +4217.4% | 105,646 | $3.8M |
| Amicus Financial Advisors, LLC | 1.03% | Add +47.8% | 105,390 | $3.7M |
| Two West Capital Advisors LLC | 1.93% | Add +0.1% | 99,534 | $3.6M |
| SageView Advisory Group, LLC | 0.13% | Reduce -5.4% | 102,332 | $3.6M |
| Vise Technologies, Inc. | 0.07% | No change | 104,811 | $3.6M |
| BluePrint Investing LLC | 3.18% | No change | 100,816 | $3.6M |
| Squire Investment Management Company, LLC | 0.99% | Add +17.5% | 100,200 | $3.6M |
| Nwam LLC | 0.20% | Add +20.4% | 97,460 | $3.5M |
| Legacy Financial Group, Inc. | 0.90% | Add +2.9% | 96,306 | $3.4M |
| Vistica Wealth Advisors, LLC | 3.37% | Reduce -0.5% | 95,095 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | New | 94,908 | $3.3M |
| Morgan Stanley | 0.00% | Add +8.7% | 91,672 | $3.3M |
| Root Financial Partners, LLC | 0.15% | Add +24.8% | 91,374 | $3.2M |
| BIP Wealth, LLC | 0.13% | Add +24.9% | 90,951 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +29.0% | 90,104 | $3.2M |
| Entrewealth, LLC | 1.37% | Add +0.0% | 86,104 | $3.1M |
| Torren Management, LLC | 1.52% | Reduce -0.1% | 86,022 | $3.1M |
| Aegis Wealth Management LLC | 1.70% | Add +1.9% | 83,603 | $3.0M |
| marrick wealth, LLC | 2.46% | Reduce -1.3% | 82,432 | $2.9M |
| Live Oak Private Wealth LLC | 0.41% | Add +2.9% | 82,248 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.20% | Reduce -11.0% | 76,235 | $2.9M |
| Simplicity Wealth,LLC | 0.16% | Add +3.4% | 81,130 | $2.9M |
| Peirce Capital Management, LLC | 1.09% | Reduce -10.6% | 78,115 | $2.8M |
| Firethorn Wealth Partners, LLC | 0.99% | Reduce -3.9% | 76,187 | $2.7M |
| Accurate Wealth Management, LLC | 0.32% | Add +4.8% | 72,161 | $2.7M |
| Cogent Private Wealth, Inc. | 1.93% | Add +5.3% | 75,246 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 74,243 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +381.1% | 72,991 | $2.6M |
| Tandem Financial, LLC | 0.87% | New | 72,455 | $2.6M |
| MAI Capital Management | 0.01% | Reduce -4.0% | 72,426 | $2.6M |
| Cahill Financial Advisors Inc. | 0.28% | Add +6.0% | 71,893 | $2.6M |
| 55 North Private Wealth, LLC | 0.65% | Reduce -11.1% | 71,733 | $2.5M |
| Berger Financial Group, Inc | 0.14% | Add +5.7% | 69,695 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.6% | 69,310 | $2.5M |
| Daner Wealth Management, LLC | 1.45% | Add +11.8% | 64,919 | $2.5M |
| Gordian Advisors LLC | 1.63% | Reduce -2.0% | 69,012 | $2.5M |
| Integras Partners LLC | 1.61% | Add +1073.0% | 68,947 | $2.4M |
| Signaturefd, LLC | 0.04% | Add +308.3% | 66,692 | $2.4M |
| Financial Alternatives, Inc | 1.23% | Reduce -0.2% | 64,417 | $2.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.47% | Reduce -0.9% | 63,884 | $2.3M |
| Trailhead Planners LLC | 2.07% | Add +1.8% | 60,697 | $2.2M |
| Sax Wealth Advisors, LLC | 0.10% | No change | 62,311 | $2.1M |
| Ares Financial Consulting, LLC | 1.67% | Add +23.4% | 59,041 | $2.1M |
| Diversified Trust Co. | 0.04% | No change | 59,387 | $2.1M |
| Envision Financial Planning, LLC | 0.76% | Reduce -0.3% | 59,260 | $2.1M |
| Caprock Group, LLC | 0.05% | Reduce -0.5% | 58,696 | $2.1M |
| Aerodigm Wealth, LLC | 0.78% | No change | 58,218 | $2.1M |
| Integrated Wealthcare, LLC | 1.72% | Add +0.2% | 57,902 | $2.1M |
| Tyche Wealth Partners LLC | 0.31% | Add +9.6% | 56,575 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Add +0.2% | 56,453 | $2.0M |
| E-Wealth Partners, LLC | 1.61% | Add +14.4% | 55,996 | $2.0M |
| DBK Financial Counsel, LLC | 1.50% | Add +526.3% | 55,694 | $2.0M |
| GEN Financial Management, INC. | 1.16% | Reduce -0.2% | 52,832 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +55.8% | 52,711 | $1.9M |
| Pure Financial Advisors, LLC | 0.03% | Add +8.7% | 52,685 | $1.9M |
| Drucker Wealth 3.0, LLC | 0.32% | Reduce -6.5% | 51,217 | $1.8M |
| MB Generational Wealth, LLC | 0.99% | Add +4.6% | 50,620 | $1.8M |
| Vigil Wealth Management, LLC | 1.45% | Add +19.8% | 50,476 | $1.8M |
| Bleakley Financial Group, LLC | 0.03% | Add +13.3% | 50,230 | $1.8M |
| Parkshore Wealth Management, Inc. | 0.58% | Add +0.1% | 49,175 | $1.7M |
| McGrath & Associates, Inc. | 2.56% | Add +98.1% | 83,653 | $1.7M |
| Bluespring Wealth Management, LLC | 0.15% | Reduce -0.9% | 47,666 | $1.7M |
| Selective Wealth Management, Inc. | 0.50% | Add +304.1% | 45,989 | $1.7M |
| Clear Creek Financial Management, LLC | 0.13% | Add +8.7% | 46,718 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | No change | 46,677 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.56% | Add +19.7% | 45,797 | $1.6M |
| Investment Advisory Group, LLC | 0.40% | Add +8.5% | 44,663 | $1.6M |
| Altiora Financial Group, LLC | 0.26% | Add +8.4% | 44,549 | $1.6M |
| Strathmore Capital Advisors, Inc. | 0.45% | Add +20.4% | 42,524 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.51% | Reduce -0.7% | 44,139 | $1.5M |
| Arkadios Wealth Advisors | 0.02% | Add +146.6% | 42,401 | $1.5M |
| Apollon Financial, LLC | 0.21% | Add +5.5% | 41,835 | $1.5M |
| 25 LLC | 0.45% | Add +1.3% | 41,427 | $1.5M |
| Fiduciary Financial Advisors | 1.31% | — | 41,379 | $1.5M |
| Xcelsior Advisor Partners LLC | 0.56% | Add +2.8% | 41,228 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +17.4% | 40,662 | $1.4M |
| Wealthspan Partners, LLC | 0.51% | Add +0.7% | 40,637 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +20.3% | 40,462 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.6% | 39,470 | $1.4M |
| Sutton Place Investors LLC | 0.76% | No change | 38,902 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 38,896 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.54% | Add +9.6% | 38,434 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.23% | Add +258.4% | 38,374 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.19% | Reduce -5.8% | 38,060 | $1.4M |
| Astra Wealth Partners LLC | 0.85% | Reduce -0.9% | 37,923 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Reduce -6.5% | 36,743 | $1.3M |
| Magnolia Capital Advisors LLC | 0.25% | Add +107.2% | 35,315 | $1.3M |
| Geometric Wealth Advisors | 0.15% | No change | 33,948 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +88.2% | 33,771 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +2.5% | 33,640 | $1.2M |
| Asset Advisory Group, Inc. | 0.59% | Add +54.7% | 33,169 | $1.2M |
| Landing Point Financial Group, LLC | 0.57% | Add +2.5% | 33,006 | $1.2M |
| HFG Wealth Management, LLC | 0.63% | Add +26.5% | 32,321 | $1.1M |
| Note Advisors, LLC | 0.57% | Reduce -0.4% | 32,269 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +2.8% | 32,083 | $1.1M |
| Evoke Wealth, LLC | 0.02% | Reduce 0.0% | 31,769 | $1.1M |
| Clark Asset Management, LLC | 0.11% | Add +20.3% | 31,571 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | No change | 31,392 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Add +33.7% | 31,092 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.0% | 30,428 | $1.1M |
| Cogent Strategic Wealth LLC | 1.10% | Add +11.1% | 30,232 | $1.1M |
| Balefire, LLC | 0.20% | New | 29,591 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -5.0% | 28,725 | $1.0M |
| Composition Wealth, LLC | 0.01% | New | 27,926 | $992K |
| TAGStone Capital, Inc. | 0.35% | Add +4.9% | 27,921 | $992K |
| Oceanside Advisors LLC | 0.56% | Add +6.5% | 27,844 | $989K |
| Global Financial Private Client, LLC | 0.32% | New | 27,704 | $984K |
| Transcend Capital Advisors, LLC | 0.08% | Add +19.0% | 27,223 | $967K |
| TCFG Wealth Management, LLC | 0.36% | Reduce -3.4% | 26,876 | $955K |
| TCFG Investment Advisors, LLC | 0.36% | — | 26,876 | $955K |
| Bank of Montreal | 0.00% | Add +25.1% | 26,592 | $945K |
| Stirlingshire Investments, Inc. | 0.82% | Add +16.6% | 26,406 | $938K |
| Avise Financial Cooperative, Inc. | 0.78% | New | 26,355 | $936K |
| Envision Financial LLC | 0.50% | New | 26,159 | $929K |
| Quadcap Wealth Management, LLC | 0.11% | Add +13.3% | 26,104 | $927K |
| IF Advisors, LLC | 0.65% | New | 25,700 | $913K |
| Capital Group Private Client Services, Inc. | 0.02% | Add +56.4% | 25,604 | $910K |
| Old Mission Capital LLC | 0.02% | Reduce -70.3% | 25,464 | $905K |
| Barry Investment Advisors, LLC | 0.20% | Add +0.1% | 25,403 | $903K |
| Cetera Investment Advisers | 0.00% | Add +18.2% | 24,816 | $882K |
| Bessemer Group Inc. | 0.00% | No change | 24,000 | $853K |
| Red Lighthouse Investment Management, LLC | 0.28% | Add +91.7% | 23,202 | $824K |
| Gradient Capital Advisors, LLC | 0.21% | No change | 22,962 | $816K |
| Allegiance Financial Group Advisory Services LLC | 0.16% | No change | 22,809 | $810K |
| KOM Wealth Management Group, LLC | 0.55% | Reduce -31.5% | 22,723 | $807K |
| Choreo, LLC | 0.01% | New | 22,161 | $787K |
| Brown Advisory Inc. | 0.00% | Add +31.6% | 21,520 | $765K |
| C M Bidwell & Associates Ltd. | 0.35% | No change | 21,172 | $752K |
| Ascentis Independent Advisors | 0.06% | Add +31.5% | 21,087 | $749K |
| Capstone Financial Advisors, Inc. | 0.04% | No change | 20,750 | $737K |
| Signal Advisors Wealth, LLC | 0.05% | Add +34.0% | 20,722 | $736K |
| Beacon Financial Advisory LLC | 0.16% | Add +1.1% | 20,427 | $726K |
| Disciplined Equity Management, Inc. | 0.36% | No change | 20,280 | $721K |
| WealthSpring Partners, LLC | 0.65% | New | 20,000 | $711K |
| Glassman Wealth Services | 0.10% | No change | 19,969 | $709K |
| Hoxton Planning & Management, LLC | 0.21% | Reduce -17.9% | 19,526 | $694K |
| Freedom Day Solutions, LLC | 0.18% | New | 19,308 | $686K |
| Thompson David Blair | 0.39% | New | 19,300 | $686K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -48.7% | 19,284 | $685K |
| Mustard Seed Financial, LLC | 0.41% | Reduce -2.8% | 19,096 | $678K |
| Blue Trust, Inc. | 0.01% | Add +17.1% | 18,794 | $668K |
| Opulen Financial Group LLC | 0.47% | Add +1.5% | 18,787 | $668K |
| rebel Financial LLC | 0.28% | Reduce -4.6% | 18,486 | $657K |
| Strategic Blueprint, LLC | 0.04% | Reduce -7.7% | 18,320 | $651K |
| Strategic Investment Solutions, Inc. | 0.15% | Add +12.2% | 17,842 | $634K |
| SYM FINANCIAL Corp | 0.06% | Reduce -0.5% | 17,524 | $623K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 17,401 | $618K |
| FMR LLC | 0.00% | Add +104.4% | 17,360 | $617K |
| Citizens & Northern Corp. | 0.15% | No change | 17,326 | $616K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.2% | 17,246 | $613K |
| First Financial Group Corp | 0.49% | Add +25.5% | 17,055 | $606K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +16.0% | 17,042 | $605K |
| Aprio Wealth Management, LLC | 0.03% | New | 16,811 | $597K |
| Westmount Partners, LLC | 0.15% | New | 16,750 | $595K |
| Vermillion Wealth Management, Inc. | 0.23% | Reduce -3.4% | 16,346 | $581K |
| 1900 Wealth Management LLC | 0.04% | No change | 16,298 | $579K |
| Raffa Wealth Management, LLC | 0.09% | Reduce -13.7% | 16,277 | $578K |
| AE Wealth Management LLC | 0.00% | Add +18.8% | 16,244 | $577K |
| Rockefeller Capital Management L.P. | 0.00% | Add +134.4% | 16,161 | $574K |
| OneAscent Family Office, LLC | 0.40% | Reduce -47.8% | 16,101 | $572K |
| Hartmann Taylor Wealth Management, LLC | 0.38% | No change | 16,055 | $570K |
| Tranquility Partners, LLC | 0.21% | Add +3.2% | 15,863 | $568K |
| Collective Family Office LLC | 0.13% | New | 15,723 | $559K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -9.1% | 15,587 | $554K |
| Calton & Associates, Inc. | 0.08% | Add +70.2% | 15,536 | $552K |
| Fortis Capital Management LLC | 0.07% | Add +16.1% | 15,411 | $548K |
| Hurley Capital, LLC | 0.29% | Add +29.5% | 15,237 | $541K |
| Northern Trust Corp. | 0.00% | Add +11.5% | 14,980 | $532K |
| Riverbridge Partners LLC | 0.01% | New | 14,944 | $531K |
| NorthAvenue LLC | 0.42% | No change | 14,772 | $525K |
| Pioneer Wealth Management Group | 0.15% | No change | 14,618 | $519K |
| Lakeridge Wealth Management LLC | 0.22% | Add +0.2% | 14,576 | $518K |
| RHL Group, LLC | 0.44% | Add +247.8% | 14,508 | $515K |
| Babb Wealth Advisors LLC | 0.28% | Reduce -3.9% | 14,346 | $510K |
| Painted Porch Advisors LLC | 0.24% | New | 14,157 | $503K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +100.0% | 14,144 | $503K |
| Summit Wealth Group, LLC | 0.11% | Add +0.5% | 13,855 | $492K |
| Cwm, LLC | 0.00% | Add +38.5% | 13,769 | $489K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 13,738 | $488K |
| Oath Planning, LLC | 0.43% | Add +6.1% | 13,733 | $488K |
| Compound Planning, Inc. | 0.01% | Reduce -10.0% | 13,599 | $483K |
| Visionary Horizons, LLC | 0.23% | Add +3.2% | 13,375 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +50.1% | 13,308 | $473K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.19% | New | 13,254 | $471K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -13.8% | 13,074 | $465K |
| Brooklyn Investment Group | 0.01% | Reduce -8.5% | 13,072 | $464K |
| Old Peak Finance LLC | 0.26% | Add +0.2% | 12,555 | $446K |
| Wingate Wealth Advisors, Inc. | 0.23% | Add +0.2% | 12,324 | $438K |
| Lionshead Wealth Management, LLC | 0.32% | Reduce -10.8% | 12,310 | $437K |
| Core Wealth Management, Inc. | 0.13% | No change | 12,286 | $437K |
| Principal Securities, Inc. | 0.01% | Add +1.4% | 12,257 | $435K |
| Everhart Financial Group, Inc. | 0.04% | New | 12,251 | $435K |
| Susquehanna International Group, LLP | 0.00% | New | 12,235 | $435K |
| Millstone Evans Group, LLC | 0.25% | Add +0.3% | 11,948 | $425K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 11,939 | $424K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -7.7% | 11,799 | $419K |
| Noble Family Wealth, LLC | 0.09% | Reduce -1.5% | 11,745 | $417K |
| Great Oak Capital Partners, LLC | 0.10% | Reduce -2.6% | 11,133 | $415K |
| HRT Financial LP | 0.00% | Add +84.0% | 11,616 | $412K |
| Wells Fargo & Company | 0.00% | Add +31.0% | 11,323 | $402K |
| Money Concepts Capital Corp. | 0.02% | Reduce -4.0% | 11,253 | $400K |
| Life Planning Partners, Inc | 0.30% | No change | 10,960 | $389K |
| HMV Wealth Advisors, LLC | 0.18% | Add +3.9% | 10,895 | $387K |
| Facet Wealth, Inc. | 0.01% | Add +22.5% | 10,889 | $387K |
| CVA Family Office, LLC | 0.04% | No change | 10,870 | $386K |
| BOS Asset Management, LLC | 0.10% | Add +0.0% | 10,863 | $386K |
| Angeles Wealth Management, LLC | 0.02% | No change | 10,393 | $369K |
| Aurelius Family Office LLC | 0.16% | Reduce -3.4% | 10,073 | $358K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -24.0% | 10,067 | $358K |
| MPWM Advisory Solutions, LLC | 0.19% | Add +10.7% | 10,065 | $358K |
| Gutierrez Wealth Advisory, LLC | 0.22% | New | 9,839 | $350K |
| FLC Capital Advisors | 0.06% | No change | 9,547 | $339K |
| Tableaux LLC | 0.16% | New | 9,483 | $337K |
| National Bank of Canada | 0.00% | Add +0.1% | 9,405 | $337K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.2% | 9,376 | $333K |
| Claris Advisors, LLC / Mo / | 0.10% | Reduce -4.5% | 9,120 | $324K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,053 | $322K |
| CIBC Bancorp USA Inc. | 0.00% | — | 9,050 | $322K |
| HBE Wealth Management, LLC | 0.28% | Reduce -0.1% | 9,016 | $320K |
| Wellington-Altus USA Inc. | 0.19% | New | 8,590 | $320K |
| Sei Investments Co. | 0.00% | New | 8,945 | $318K |
| Vance Wealth, LLC | 0.09% | Add +1.8% | 8,868 | $315K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 8,805 | $313K |
| Citrine Capital LLC | 0.13% | No change | 8,743 | $311K |
| Everest Financial Group LLC | 0.05% | New | 8,685 | $309K |
| VestGen Advisors, LLC | 0.01% | No change | 8,126 | $308K |
| Archer Investment Management, LLC | 0.13% | Reduce -42.8% | 8,648 | $307K |
| Renaissance Technologies | 0.00% | New | 8,600 | $306K |
| Axis Wealth Partners, LLC | 0.16% | Add +1.9% | 8,544 | $304K |
| Kaufman Rossin Wealth, LLC | 0.17% | Reduce -45.6% | 8,491 | $302K |
| Investmark Advisory Group LLC | 0.13% | Reduce -2.6% | 8,457 | $300K |
| New England Private Wealth Advisors LLC | 0.03% | New | 8,425 | $299K |
| Flow Traders U.S. LLC | 0.01% | New | 8,390 | $298K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 8,381 | $298K |
| Delos Wealth Advisors, LLC | 0.17% | New | 8,359 | $297K |
| Tumwater Wealth Management, LLC | 0.12% | No change | 8,300 | $295K |
| Hancock Whitney Corp. | 0.00% | No change | 7,953 | $283K |
| Bank of New York Mellon Corp | 0.00% | New | 7,910 | $281K |
| Hilltop Holdings Inc. | 0.03% | Add +32.5% | 7,747 | $275K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | Reduce -0.1% | 7,688 | $273K |
| Claris Financial LLC | 0.15% | No change | 7,619 | $271K |
| Elevate Wealth Advisory, Inc. | 0.17% | Add +20.2% | 7,508 | $267K |
| Victory Financial Group, LLC | 0.03% | Add +4.6% | 7,487 | $266K |
| Haven Private, LLC | 0.11% | New | 7,426 | $264K |
| Summit Portfolio Management, LTD. | 0.17% | — | 7,390 | $263K |
| Shore Point Advisors, LLC | 0.10% | Reduce -0.8% | 7,173 | $255K |
| Aspire Private Capital, LLC | 0.06% | Reduce -10.0% | 7,079 | $252K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.1% | 6,949 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -10.2% | 7,120 | $246K |
| Quantum Financial Advisors, LLC | 0.03% | New | 6,782 | $241K |
| Level Wealth Management LLC | 0.11% | Add +0.1% | 6,732 | $239K |
| Long Island Wealth Management, Inc. | 0.11% | No change | 6,730 | $239K |
| Dopkins Wealth Management, LLC | 0.10% | Add +0.8% | 6,690 | $238K |
| Private Trust Co. NA | 0.02% | No change | 6,687 | $238K |
| Acropolis Investment Management, LLC | 0.01% | No change | 6,627 | $235K |
| Empire Financial Management Company, LLC | 0.05% | Add +8.2% | 6,601 | $235K |
| IFG Advisory, LLC | 0.67% | New | 6,554 | $233K |
| Forefront Wealth Partners, LLC | 0.10% | New | 6,420 | $228K |
| Parkside Financial Bank & Trust | 0.02% | No change | 6,346 | $225K |
| Mgo One Seven LLC | 0.00% | No change | 6,330 | $225K |
| Cove Private Wealth, LLC | 0.05% | New | 6,321 | $225K |
| Hanover Advisors Inc. | 0.09% | New | 6,306 | $224K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,200 | $220K |
| Concord Wealth Partners | 0.03% | Add +0.1% | 6,199 | $220K |
| Net Worth Advisory Group | 0.05% | Add +0.2% | 6,157 | $219K |
| Principle Wealth Partners LLC | 0.01% | New | 6,092 | $216K |
| Orcam Financial Group | 0.15% | New | 6,089 | $216K |
| Topsail Wealth Management, LLC | 0.03% | Add +116.7% | 6,089 | $216K |
| Reyes Financial Architecture, Inc. | 0.18% | No change | 6,076 | $216K |
| McClarren Financial Advisors, Inc. | 0.13% | Add +2814.0% | 6,032 | $214K |
| IHT Wealth Management, LLC | 0.00% | New | 5,936 | $211K |
| Winnacle Wealth LLC | 0.16% | Add +839.0% | 5,925 | $211K |
| Mutual Advisors, LLC | 0.00% | New | 5,851 | $208K |
| Seeds Investor LLC | 0.03% | New | 5,491 | $208K |
| Rwa Wealth Partners, LLC | 0.00% | New | 5,826 | $207K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -26.1% | 5,775 | $205K |
| Belpointe Asset Management LLC | 0.01% | Reduce -26.1% | 5,775 | $205K |
| Franklin Resources Inc. | 0.00% | No change | 5,670 | $201K |
| CNB Bank | 0.08% | No change | 5,653 | $201K |
| Equita Financial Network, Inc. | 0.06% | New | 5,632 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.8% | 4,995 | $177K |
| Nalls Sherbakoff Group, LLC | 0.12% | No change | 4,478 | $159K |
| CX Institutional | 0.00% | Add +0.2% | 4,339 | $154K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -14.3% | 4,309 | $153K |
| Assetmark, Inc. | 0.00% | Reduce -26.4% | 4,304 | $153K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.9% | 4,129 | $147K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.1% | 4,115 | $146K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.1% | 3,858 | $137K |
| MCF Advisors LLC | 0.01% | New | 3,800 | $135K |
| Vanguard Advisers Inc. | 0.00% | — | 3,609 | $128K |
| Fifth Third Bancorp | 0.00% | Add +85.1% | 3,536 | $126K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -42.8% | 3,500 | $124K |
| Global Trust Asset Management, LLC | 0.03% | No change | 2,500 | $89K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,361 | $84K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.8% | 1,849 | $66K |
| Archer Investment Corp | 0.01% | New | 1,723 | $61K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +77.8% | 1,389 | $49K |
| Magnolia Wealth Management, LLC | 0.03% | New | 1,332 | $47K |
| Keystone Financial Group, Inc. | 0.02% | Add +0.2% | 1,236 | $44K |
| Washington Trust Advisors, Inc. | 0.00% | Add +0.2% | 1,133 | $40K |
| Rossby Financial, LCC | 0.01% | Add +401.4% | 1,113 | $40K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,121 | $40K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 1,101 | $39K |
| Colonial Trust Co / SC | 0.00% | Reduce -35.5% | 971 | $35K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 922 | $33K |
| Team Financial Group, LLC | 0.01% | No change | 868 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +170.3% | 865 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 815 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 778 | $28K |
| Triumph Capital Management | 0.01% | Add +0.1% | 726 | $26K |
| Go Invest LLC | 0.01% | New | 664 | $24K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 618 | $22K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -18.8% | 617 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 608 | $22K |
| Spire Wealth Management | 0.00% | New | 598 | $21K |
| Coston, McIsaac & Partners | 0.00% | Add +0.2% | 589 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 526 | $19K |
| Albion Financial Group | 0.00% | No change | 470 | $17K |
| Larson Financial Group LLC | 0.00% | No change | 470 | $17K |
| SHP Wealth Management | 0.00% | New | 451 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 456 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 390 | $14K |
| Marshall Investment Management, LLC | 0.01% | New | 388 | $14K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -44.5% | 377 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 373 | $13K |
| City State Bank | 0.00% | New | 336 | $12K |
| Rothschild Investment LLC | 0.00% | Reduce -46.3% | 292 | $10K |
| Quent Capital, LLC | 0.00% | Reduce -35.0% | 290 | $10K |
| Anfield Capital Management, LLC | 0.00% | New | 277 | $10K |
| US Bancorp \de | 0.00% | New | 274 | $10K |
| WealthCollab, LLC | 0.00% | No change | 262 | $9K |
| LRI Investments, LLC | 0.00% | Add +21.3% | 194 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 164 | $6K |
| Integrity Financial Corp | 0.00% | No change | 153 | $5K |
| Pacific Center for Financial Services | 0.00% | New | 137 | $5K |
| Key Capital Management, INC | 0.00% | Add +5.6% | 75 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 54 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 46 | $2K |
| Simplex Trading, LLC | 0.00% | New | 1 | $35 |
"% of holder's portfolio" is DFIC's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.