Dimensional InternationalDFICETF
13F holders, Q2 2026 (June 30)639holders +25
51new positions
21sold out
3famous investors
$37.25avg. 13F price*
At the end of Q2 2026, 639 institutions reported holding Dimensional International Co. (DFIC) in their 13F filings, up 25 from Q1 2026. 51 opened new positions and 21 sold out. The largest holders were Mercer Global Advisors Inc. ($1.5B), Forum Financial Management, LP ($613.6M) and Evensky & Katz LLC ($227.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional International Co.
- CUSIP
- 25434V799
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $135.7M |
| Exits | 21 | $7.5M |
All 13F filers, Q1 2026 → Q2 2026: 24,584,363 shares bought and 4,010,326 shares sold, net +20,574,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 639 holders
| Mercer Global Advisors Inc. | 1.91% | Add +7.9% | 41,492,937 | $1.5B |
| Forum Financial Management, LP | 7.88% | Add +1.5% | 16,467,379 | $613.6M |
| Evensky & Katz LLC | 11.72% | Add +0.6% | 6,091,469 | $227.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +9.7% | 5,961,527 | $222.1M |
| JMG Financial Group, Ltd. | 4.48% | Add +3.9% | 4,973,487 | $185.3M |
| Apella Capital, LLC | 2.53% | Add +4.8% | 4,772,870 | $179.3M |
| Greenspring Advisors, LLC | 9.28% | Add +0.6% | 4,494,230 | $167.5M |
| HighTower Advisors, LLC | 0.15% | Add +0.3% | 4,329,141 | $161.3M |
| RW Investment Management LLC | 13.79% | Reduce -0.4% | 4,217,089 | $157.1M |
| Summit Financial Strategies, Inc. | 10.38% | Add +2.0% | 3,967,115 | $147.8M |
| LPL Financial LLC | 0.03% | Add +12.9% | 3,963,122 | $147.7M |
| Plancorp, LLC | 3.55% | Add +11.5% | 3,901,958 | $145.5M |
| Awm Capital, LLC | 10.86% | Add +3.5% | 3,639,850 | $135.6M |
| Cannon Financial Strategists, Inc. | 15.28% | Add +4.3% | 3,603,650 | $134.3M |
| Focus Partners Wealth | 0.13% | Add +7.3% | 3,422,470 | $127.5M |
| Maseco LLP | 3.55% | Add +7.0% | 3,391,403 | $126.2M |
| Sageworth Trust Co | 4.67% | Reduce -1.4% | 3,184,052 | $118.6M |
| Assetmark, Inc. | 0.20% | Add +72671.1% | 3,132,068 | $116.7M |
| Symmetry Partners, LLC | 5.67% | Add +5.5% | 2,983,850 | $111.2M |
| Park Avenue Securities LLC | 0.69% | New | 2,957,764 | $110.2M |
| Annex Advisory Services, LLC | 1.69% | Add +8.2% | 2,662,339 | $99.2M |
| Beacon Pointe Advisors, LLC | 0.45% | Reduce -0.6% | 2,581,098 | $96.2M |
| Pathstone Holdings, LLC | 0.28% | Reduce -1.3% | 2,570,590 | $95.8M |
| Jane Street Group, LLC | 0.06% | Reduce -7.8% | 2,513,803 | $93.7M |
| Phillips Financial Management, LLC | 6.73% | Reduce -5.6% | 2,464,885 | $91.8M |
| Asset Dedication, LLC | 5.77% | Add +2.2% | 2,461,908 | $91.7M |
| Aspen Capital Management, LLC | 19.58% | Add +4.6% | 2,380,785 | $88.7M |
| WPWealth LLP | 13.06% | Reduce -6.2% | 2,362,665 | $88.0M |
| Rockbridge Investment Management, LCC | 7.11% | Add +7.4% | 2,349,813 | $87.6M |
| Rather & Kittrell, Inc. | 12.20% | Add +3.6% | 2,342,238 | $87.3M |
| Kestra Investment Management, LLC | 1.61% | Reduce -12.6% | 2,234,347 | $83.3M |
| Bernicke Wealth Management, Ltd. | 9.63% | Add +1.2% | 2,226,505 | $83.0M |
| Brighton Jones LLC | 1.54% | Add +6.9% | 2,222,157 | $82.8M |
| Elser Financial Planning, Inc | 3.57% | Add +1.7% | 2,207,216 | $82.2M |
| OneDigital Investment Advisors LLC | 0.68% | Add +4.9% | 2,176,295 | $81.1M |
| Leading Edge Financial Planning LLC | 14.26% | Add +9.9% | 2,149,853 | $80.1M |
| SJS Investment Consulting Inc. | 8.39% | Add +5.8% | 2,069,299 | $77.1M |
| Syverson Strege & Co | 16.55% | Add +0.4% | 2,037,905 | $75.9M |
| Hill Investment Group Partners, LLC | 7.70% | Reduce -0.7% | 2,025,737 | $75.5M |
| Moss Adams Wealth Advisors LLC | 4.60% | Add +6.1% | 1,976,543 | $73.6M |
| Baird Financial Group, Inc. | 0.10% | Reduce -3.0% | 1,908,635 | $71.1M |
| Rockwood Wealth Management, LLC | 4.18% | Reduce -0.1% | 1,772,707 | $66.1M |
| Focus Partners Advisor Solutions, LLC | 0.53% | Add +61.2% | 1,673,693 | $62.4M |
| Savant Capital, LLC | 0.18% | Add +34.1% | 1,673,458 | $62.4M |
| Betterment LLC | 0.11% | Add +5.4% | 1,669,988 | $62.2M |
| Tencap Wealth Coaching, LLC | 19.41% | Add +12.3% | 1,642,156 | $61.2M |
| Truepoint, Inc. | 1.27% | Reduce -16.3% | 1,639,559 | $61.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.3% | 1,635,060 | $60.9M |
| Millburn Ridgefield LLC | 1.15% | Add +5.1% | 1,627,486 | $60.6M |
| Catalyst Capital Advisors LLC | 1.01% | Add +5.1% | 1,627,486 | $60.6M |
| Vestmark Advisory Solutions, Inc. | 0.57% | Reduce -6.7% | 1,621,451 | $60.4M |
| Financial Plan, Inc. | 5.71% | Add +6.5% | 1,614,612 | $60.2M |
| DecisionPoint Financial, LLC | 10.91% | Add +11.6% | 1,583,340 | $58.9M |
| Kooman & Associates | 15.37% | Reduce -2.2% | 1,536,506 | $57.3M |
| Miramar Fiduciary Corp | 56.14% | Reduce -20.4% | 1,523,973 | $56.8M |
| Aspen Wealth Management LLC | 9.62% | Add +9.0% | 1,520,708 | $56.7M |
| Bank of America Corp. | 0.00% | Add +2.4% | 1,498,356 | $55.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 12.87% | Add +5.7% | 1,417,906 | $52.8M |
| Mariner, LLC | 0.05% | Add +1.4% | 1,409,468 | $52.5M |
| Stordahl Capital Management, Inc. | 9.53% | Add +2.6% | 1,396,977 | $52.1M |
| DiNuzzo Private Wealth, Inc. | 5.11% | Add +0.2% | 1,387,635 | $51.7M |
| von Borstel & Associates, Inc. | 10.43% | Add +3.6% | 1,365,950 | $50.9M |
| Eaton-Cambridge Inc. | 13.66% | Add +2.4% | 1,303,889 | $48.6M |
| Verisail Partners, LLC | 17.64% | Add +1.3% | 1,277,289 | $47.6M |
| Burton Enright Welch | 5.42% | Add +8.4% | 1,238,480 | $46.1M |
| Your Advocates Ltd., LLP | 13.14% | Reduce -1.3% | 1,233,817 | $46.0M |
| RS Crum Inc. | 8.49% | Add +4.5% | 1,215,184 | $45.3M |
| Alpha Financial Advisors, LLC | 12.33% | Add +2.3% | 1,186,703 | $44.2M |
| One Degree Advisors Inc | 9.83% | Add +5.6% | 1,184,642 | $44.1M |
| AdvisorNet Financial, Inc | 1.98% | Add +0.9% | 1,161,091 | $43.3M |
| EnRich Financial Partners LLC | 10.15% | Add +2.3% | 1,146,900 | $42.7M |
| Hill Island Financial LLC | 9.06% | Add +3.9% | 1,139,283 | $42.4M |
| True Wealth Design, LLC | 10.07% | Add +6.9% | 1,136,103 | $42.3M |
| American Trust | 3.26% | Add +4.2% | 1,134,501 | $42.3M |
| BCU Wealth Advisors, LLC | 13.91% | Add +4.8% | 1,124,264 | $41.9M |
| Kestra Advisory Services, LLC | 0.13% | Add +55.6% | 1,107,907 | $41.3M |
| ARK & TLK Investments, LLC | 9.89% | Add +0.9% | 1,074,334 | $40.0M |
| Capstone Capital LLC | 22.68% | Add +1.1% | 1,065,523 | $39.7M |
| Trust Co of the South | 5.59% | Add +5.1% | 1,065,016 | $39.7M |
| Straight Path Wealth Management | 9.25% | Add +1.8% | 1,061,732 | $39.6M |
| Pine Harbor Wealth Management, LLC | 10.57% | Add +4.1% | 1,059,460 | $39.5M |
| Ullmann Wealth Partners Group, LLC | 3.56% | Reduce -2.6% | 1,051,864 | $39.2M |
| Tassel Capital Management, Inc. | 18.34% | Add +8.4% | 1,051,521 | $39.2M |
| Burney Co./ | 1.05% | Add +8.5% | 1,049,563 | $39.1M |
| Mattern Wealth Management LLC | 6.25% | Add +4.0% | 1,021,560 | $38.1M |
| TFO Wealth Partners, LLC | 4.14% | Add +114.2% | 1,020,265 | $38.0M |
| SC&H Financial Advisors, Inc. | 4.99% | Add +4.7% | 1,008,819 | $37.6M |
| United Wealth Management, LLC | 8.27% | Add +0.7% | 986,763 | $36.8M |
| Raymond James Financial Inc. | 0.01% | Add +34.6% | 951,573 | $35.5M |
| Pinnacle Financial Group, LLC / IL | 8.46% | Add +1.4% | 929,846 | $34.6M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -4.2% | 910,165 | $33.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +29.1% | 906,068 | $33.8M |
| Acorn Creek Capital LLC | 10.95% | Reduce -2.4% | 879,322 | $32.8M |
| Integrity Advisory Solutions, LLC | 3.36% | Add +6.5% | 876,402 | $32.7M |
| Freedom Investment Management, Inc. | 9.08% | Add +0.3% | 875,410 | $32.6M |
| Hurlow Wealth Management Group, Inc. | 6.61% | Add +9.9% | 853,239 | $31.8M |
| Quantum Financial Planning Services, Inc. | 9.82% | Add +6.8% | 850,171 | $31.7M |
| Lutz Financial Services LLC | 1.89% | Add +5.4% | 833,294 | $31.0M |
| MJP Associates Inc. | 3.39% | Reduce -12.3% | 832,574 | $31.0M |
| Advisor OS, LLC | 2.07% | Reduce -12.1% | 832,574 | $31.0M |
| Rachor Investment Advisory Services, LLC | 15.18% | Add +3.4% | 827,571 | $30.8M |
| Krilogy Financial LLC | 0.90% | Reduce -4.8% | 820,801 | $30.6M |
| Market Street Wealth Management Advisors LLC | 4.34% | Add +1.5% | 818,259 | $30.5M |
| Evanson Financial, LLC | 1.47% | — | 805,048 | $30.0M |
| Mosaic Family Wealth Partners, LLC | 1.98% | Add +23.2% | 784,242 | $29.2M |
| Arax Advisory Partners | 0.19% | Add +9.0% | 775,401 | $28.9M |
| Woodward Financial Advisors, Inc. | 9.58% | — | 769,245 | $28.7M |
| VeraBank, N.A. | 4.73% | Add +8.1% | 766,762 | $28.6M |
| SwitchPoint Financial Planning, LLC | 16.48% | Add +8.9% | 765,837 | $28.5M |
| Sensible Money, LLC | 7.52% | Add +5.1% | 760,816 | $28.3M |
| HTG Investment Advisors, Inc. | 7.17% | Add +0.9% | 750,319 | $28.0M |
| Osaic Holdings, Inc. | 0.03% | Add +109.1% | 731,289 | $27.3M |
| Discipline Wealth Solutions, LLC | 2.36% | Reduce -4.0% | 725,663 | $27.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +5.5% | 724,427 | $27.0M |
| Cambridge Financial Group, LLC | 8.47% | Add +5.7% | 722,462 | $26.9M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 689,941 | $25.7M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +5.5% | 685,786 | $25.6M |
| Bridgewater Advisors Inc. | 1.39% | Reduce -14.4% | 666,771 | $25.5M |
| EP Wealth Advisors, LLC | 0.10% | Add +1.8% | 680,849 | $25.4M |
| JFS Wealth Advisors, LLC | 1.26% | Add +35.0% | 680,153 | $25.3M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -4.0% | 669,709 | $25.0M |
| Chicago Partners Investment Group LLC | 0.49% | Add +9.3% | 660,692 | $24.6M |
| Burk Holdings LLC | 9.08% | Add +5.8% | 659,347 | $24.6M |
| Integrity Alliance, Llc. | 0.76% | Reduce -1.8% | 650,368 | $24.2M |
| Creative Planning | 0.01% | Add +2.7% | 645,474 | $24.1M |
| Blume Capital Management, Inc. | 3.56% | Add +1.5% | 644,311 | $24.0M |
| PCA Investment Advisory Services Inc. | 6.61% | Add +334.0% | 635,792 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 628,141 | $23.3M |
| New Dimensions Wealth Management, LLC | 17.60% | Add +4.8% | 625,336 | $23.3M |
| Vannoy Advisory Group, Inc. | 13.09% | Add +0.5% | 621,603 | $23.2M |
| Versant Capital Management, Inc | 2.04% | Add +8.3% | 611,556 | $22.8M |
| Aire Advisors, LLC | 3.66% | Add +1.7% | 603,963 | $22.5M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +2.3% | 587,097 | $21.9M |
| Hippocratic Financial Advisors, LLC | 8.24% | Add +2.1% | 586,032 | $21.8M |
| Scratch Capital LLC | 10.80% | Add +11.1% | 584,181 | $21.8M |
| Private Wealth Management Group, LLC | 4.99% | Reduce -0.6% | 577,510 | $21.5M |
| NewEdge Advisors, LLC | 0.06% | Add +4.7% | 575,840 | $21.5M |
| Great Waters Wealth Management | 1.98% | Reduce -7.5% | 574,484 | $21.4M |
| Studio Investment Management LLC | 3.60% | Reduce -1.2% | 571,990 | $21.3M |
| Cambridge Capital Management, LLC | 8.07% | Add +14.2% | 569,855 | $21.2M |
| Wealthcare Advisory Partners LLC | 0.40% | Add +3.0% | 566,612 | $21.1M |
| Cypress Point Wealth Management, LLC | 4.29% | Add +3.0% | 566,203 | $21.1M |
| Wealth Advisors Northwest LLC | 7.16% | Add +4.3% | 563,696 | $21.0M |
| Vestia Personal Wealth Advisors | 8.20% | Add +8.9% | 625,867 | $21.0M |
| Pillar Financial Advisors, LLC | 10.75% | Add +1.8% | 551,834 | $20.6M |
| XY Planning Network, Inc. | 2.56% | Add +9.1% | 547,885 | $20.4M |
| BCO Wealth Management LLC | 10.81% | Add +2.7% | 532,087 | $19.8M |
| Mills Wealth Advisors LLC | 6.24% | Add +4.6% | 531,425 | $19.8M |
| Vestment Financial LLC | 8.87% | Add +1.8% | 529,867 | $19.8M |
| Heritage Investment Group, Inc. | 2.66% | Add +2.3% | 530,683 | $19.8M |
| AA Financial Advisors, LLC | 2.38% | Add +4.0% | 530,537 | $19.8M |
| EverSource Wealth Advisors, LLC | 0.66% | Reduce -0.3% | 524,928 | $19.6M |
| Passive Capital Management, LLC. | 6.04% | Reduce -7.8% | 560,466 | $19.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.95% | Add +4.6% | 517,545 | $19.3M |
| Gemmer Asset Management LLC | 1.29% | Add +3.5% | 515,909 | $19.2M |
| Quarry Hill Advisors, LLC | 7.32% | Add +4.9% | 511,484 | $19.1M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +5.2% | 510,937 | $19.0M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -0.9% | 502,954 | $18.7M |
| LifeGuide Financial Advisors, LLC | 5.28% | Add +4.3% | 497,486 | $18.5M |
| Foundry Financial LLC | 6.24% | Add +13.4% | 496,731 | $18.5M |
| Applied Capital LLC | 5.79% | Add +5.3% | 481,952 | $18.0M |
| Penserra Capital Management LLC | 0.14% | Reduce -1.9% | 481,020 | $17.9M |
| Ruedi Wealth Management, Inc. | 4.17% | Add +4.0% | 477,389 | $17.8M |
| Hiley Hunt Wealth Management | 6.81% | Add +1.4% | 462,375 | $17.2M |
| Riverchase Wealth Management, LLC | 7.96% | Add +1.6% | 458,556 | $17.1M |
| Financial Symmetry Inc | 5.70% | Add +10.5% | 459,720 | $17.1M |
| Pacific Asset Management, LLC | 8.28% | Add +3.8% | 452,923 | $16.9M |
| Austin Asset Management Co Inc | 2.31% | Reduce -0.1% | 434,237 | $16.2M |
| Watchman Group, Inc. | 3.61% | Add +0.1% | 433,264 | $16.1M |
| Beacon Hill Wealth Management LTD. | 10.97% | — | 424,886 | $15.8M |
| Liberty Wealth Management LLC | 1.95% | No change | 439,135 | $15.6M |
| Timonier Family Office, LTD. | 4.38% | — | 416,074 | $15.5M |
| Fort Vancouver Investment Management, LLC | 7.16% | Reduce -1.3% | 411,589 | $15.3M |
| Cardiff Park Advisors, LLC | 1.19% | Add +27.6% | 410,189 | $15.3M |
| American Investment Services, Inc. | 3.18% | Add +1.6% | 403,790 | $15.0M |
| Client 1ST Advisory Group, LLC | 4.03% | Reduce -2.5% | 403,078 | $15.0M |
| GeoWealth Management, LLC | 0.47% | Add +0.8% | 400,923 | $14.9M |
| Geneos Wealth Management Inc. | 0.30% | Add +3.2% | 393,939 | $14.7M |
| Signature Resources Capital Management, LLC | 5.73% | Add +5.5% | 390,303 | $14.5M |
| Vantage Point Financial LLC | 4.41% | Add +5.5% | 387,103 | $14.4M |
| Ridgeline Wealth, LLC | 8.36% | Add +8.2% | 383,536 | $14.3M |
| Plum Street Advisors, LLC | 4.56% | Add +10.1% | 383,094 | $14.3M |
| Financial Harvest, LLC | 5.86% | Add +5.5% | 380,560 | $14.2M |
| SageOak Financial, LLC | 9.21% | Reduce -1.5% | 378,366 | $14.1M |
| B&D White Capital Company, LLC | 1.40% | Reduce -0.9% | 377,439 | $14.1M |
| Stratos Investment Management, LLC | 0.50% | Add +5.4% | 368,105 | $13.7M |
| Tillman Hartley LLC | 3.07% | Reduce -4.4% | 366,947 | $13.7M |
| Abel Hall, LLC | 2.36% | Add +5.8% | 366,371 | $13.7M |
| Cloud Capital Management, LLC | 4.93% | Add +14.8% | 362,790 | $13.5M |
| American Capital Advisory, LLC | 4.82% | Add +0.4% | 354,625 | $13.2M |
| Professional Financial Solutions LLC | 9.87% | Add +6.3% | 340,885 | $12.7M |
| Physician Wealth Solutions Inc. | 4.80% | Reduce -1.0% | 339,783 | $12.7M |
| KFG Wealth Management, LLC | 1.42% | Add +0.8% | 338,219 | $12.6M |
| Hutchens & Kramer Investment Management Group, LLC | 3.36% | Reduce -1.8% | 336,621 | $12.5M |
| RFG Advisory, LLC | 0.19% | Add +5.2% | 334,078 | $12.4M |
| Savvy Advisors, Inc. | 0.25% | Add +7.7% | 315,415 | $11.8M |
| RCS Financial Planning, LLC | 5.42% | Add +1.0% | 306,958 | $11.4M |
| FMB Wealth Management | 4.15% | Add +8.2% | 302,523 | $11.3M |
| Sterling Wealth Advisors Inc | 6.00% | Reduce -0.1% | 296,104 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 292,259 | $10.9M |
| Jackson Thornton Wealth Management, LLC | 0.86% | Add +1.9% | 291,608 | $10.9M |
| Hills Bank & Trust Co | 0.46% | Reduce -36.8% | 290,849 | $10.8M |
| Keb Asset Management, LLC | 1.67% | Add +24.4% | 276,426 | $10.3M |
| CSP Financial Group, LLC | 8.42% | Add +13.9% | 265,082 | $9.9M |
| Wheels Up Wealth, Inc. | 8.31% | Add +1.2% | 263,086 | $9.8M |
| Cravens & Co Advisors, LLC | 6.54% | Reduce -20.6% | 261,636 | $9.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.16% | Reduce -9.6% | 254,881 | $9.5M |
| Penobscot Wealth Management | 2.53% | Add +3.3% | 254,075 | $9.5M |
| Robinson Smith Wealth Advisors LLC | 5.64% | Add +11.9% | 252,631 | $9.4M |
| Rehmann Capital Advisory Group | 0.43% | Reduce -3.0% | 250,908 | $9.4M |
| Outbound Financial Inc | 6.05% | Reduce -0.4% | 250,903 | $9.3M |
| Bridge Generations Wealth Management LLC | 4.70% | Add +0.8% | 247,440 | $9.2M |
| Mission Wealth Management, LP | 0.11% | Add +691.4% | 246,056 | $9.2M |
| AQR Capital Management | 0.00% | Add +49.3% | 239,201 | $8.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.6% | 231,021 | $8.7M |
| Amicus Financial Advisors, LLC | 2.13% | Add +120.4% | 232,305 | $8.7M |
| Five Oceans Advisors | 2.76% | Add +0.9% | 230,757 | $8.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -1.6% | 226,432 | $8.4M |
| Sageworth Trust Co of South Dakota | 5.09% | Add +8.2% | 221,248 | $8.2M |
| Capstone Wealth Management, Inc. | 6.09% | Add +2.9% | 218,087 | $8.1M |
| Citigroup Inc. | 0.00% | Add +43.9% | 210,792 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.8% | 208,310 | $7.8M |
| BDFS Capital LLC | 3.37% | Add +21.1% | 207,856 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +32.8% | 204,130 | $7.6M |
| Vista Capital Partners, Inc. | 0.66% | Add +11.8% | 203,209 | $7.6M |
| Grand Wealth Management, LLC | 3.15% | Reduce -6.3% | 202,954 | $7.6M |
| Prospect Financial Group LLC | 6.08% | Reduce -1.2% | 202,685 | $7.6M |
| Kane Co Wealth Management, Inc. | 5.69% | Add +2.1% | 201,383 | $7.5M |
| Clearstead Advisors, LLC | 0.07% | No change | 200,000 | $7.5M |
| Tandemgrowth Financial Advisors LLC | 5.98% | Add +9.0% | 196,494 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +114.8% | 193,541 | $7.2M |
| WorthPointe, LLC | 1.80% | Reduce -2.1% | 191,989 | $7.2M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5.00% | Add +10.9% | 191,110 | $7.1M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -0.2% | 184,482 | $6.9M |
| Heffernan Advisory, Inc. | 5.68% | Add +2.8% | 182,089 | $6.8M |
| JDH Wealth Management, LLC | 4.13% | Reduce -2.2% | 181,966 | $6.8M |
| Estate Counselors, LLC | 0.57% | Add +7.6% | 178,527 | $6.7M |
| Triad Wealth Partners, LLC | 0.39% | Add +4.0% | 170,798 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +82.4% | 173,115 | $6.4M |
| Ponta Wealth Partners, LLC | 3.42% | Add +9.2% | 171,420 | $6.4M |
| Shufro Rose & Co. LLC | 0.37% | Add +4.7% | 171,154 | $6.4M |
| Rialto Wealth Management, LLC | 1.25% | Reduce -1.1% | 169,245 | $6.3M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -6.4% | 168,469 | $6.3M |
| Strategent Financial, LLC | 3.59% | Add +5.9% | 167,434 | $6.2M |
| Tilson Financial Group, Inc. | 1.71% | Reduce -1.9% | 166,782 | $6.2M |
| GEM Asset Management, LLC | 2.43% | Add +14.2% | 165,392 | $6.2M |
| Index Fund Advisors, Inc. | 0.24% | Add +18.6% | 165,123 | $6.2M |
| Sensenig Capital Advisors, Inc | 5.59% | Reduce -46.8% | 163,917 | $6.1M |
| Sowell Financial Services LLC | 0.20% | Add +1.9% | 163,320 | $6.1M |
| Monograph Wealth Advisors, LLC | 0.50% | No change | 162,743 | $6.1M |
| Porter White Investment Advisors, Inc. | 2.33% | Add +2.0% | 162,353 | $6.0M |
| Essential Planning, LLC. | 1.69% | Add +23.5% | 160,754 | $6.0M |
| Longview Financial Advisors LLC | 2.94% | Add +6.0% | 159,552 | $5.9M |
| Fiduciary Financial Group, LLC | 0.67% | Add +5.2% | 159,534 | $5.9M |
| Austin Wealth Management, LLC | 1.24% | Reduce -4.2% | 156,540 | $5.8M |
| Family Office Research LLC | 2.17% | Add +3.9% | 155,564 | $5.8M |
| TCI Wealth Advisors, Inc. | 0.25% | Add +11.6% | 155,289 | $5.8M |
| Parkwoods Wealth Partners, LLC | 0.92% | Add +14.3% | 153,329 | $5.7M |
| Corus Family Wealth Advisors | 3.92% | Add +11.0% | 152,717 | $5.7M |
| Ariadne Wealth Management, LP | 2.50% | Add +1.1% | 151,691 | $5.7M |
| Coyle Financial Counsel LLC | 1.02% | Reduce -2.6% | 150,299 | $5.6M |
| Sprinkle Financial Consultants LLC | 2.14% | Add +7.0% | 146,074 | $5.4M |
| Archford Capital Strategies, LLC | 0.55% | Add +2.2% | 145,941 | $5.4M |
| AssuredPartners Investment Advisors, LLC | 0.51% | Add +16.1% | 141,685 | $5.3M |
| Flow Traders U.S. LLC | 0.21% | Add +1531.3% | 136,863 | $5.1M |
| Envision Financial LLC | 2.31% | Add +415.3% | 134,784 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 133,450 | $5.0M |
| Vise Technologies, Inc. | 0.06% | Add +26.8% | 132,870 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 132,506 | $4.9M |
| RBF Capital, LLC | 0.20% | No change | 130,000 | $4.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.47% | Reduce -2.2% | 129,662 | $4.8M |
| Smartleaf Asset Management LLC | 0.16% | No change | 129,994 | $4.8M |
| Security Financial Services, INC. | 0.66% | Reduce -4.0% | 128,277 | $4.8M |
| Simplicity Wealth,LLC | 0.16% | Add +56.8% | 127,209 | $4.7M |
| Sax Wealth Advisors, LLC | 0.19% | Add +107.6% | 129,351 | $4.6M |
| Summit Financial, LLC | 0.05% | Reduce -4.2% | 122,538 | $4.6M |
| BIP Wealth, LLC | 0.13% | Add +32.6% | 120,625 | $4.5M |
| Northwest Wealth Management, LLC | 0.59% | Reduce -1.3% | 119,887 | $4.5M |
| Warburton Capital Management, LLC | 1.80% | Add +0.7% | 118,772 | $4.4M |
| Tru Independence Asset Management 2, LLC | 2.35% | Reduce -0.7% | 116,363 | $4.3M |
| Approach Retirement Advisors, LLC | 3.12% | Add +4.2% | 115,422 | $4.3M |
| Waterfront Wealth Inc. | 0.66% | Add +0.6% | 113,723 | $4.3M |
| Avant Financial Advisors LLC | 2.61% | Add +4.1% | 112,315 | $4.2M |
| UBS Group AG | 0.00% | Add +6.1% | 112,056 | $4.2M |
| Choreo, LLC | 0.05% | Add +403.4% | 111,566 | $4.2M |
| MAI Capital Management | 0.02% | Add +51.0% | 109,344 | $4.1M |
| Foundation Wealth Management, LLC\PA | 1.22% | Add +0.1% | 108,608 | $4.0M |
| Squire Investment Management Company, LLC | 0.96% | Add +6.7% | 106,859 | $4.0M |
| Legacy Financial Group, Inc. | 0.92% | Add +10.2% | 106,136 | $4.0M |
| Nwam LLC | 0.20% | Add +7.9% | 105,160 | $3.9M |
| Quantinno Capital Management LP | 0.00% | Add +180.7% | 103,136 | $3.8M |
| BluePrint Investing LLC | 3.18% | Add +0.8% | 101,607 | $3.8M |
| Two West Capital Advisors LLC | 1.80% | Reduce -1.9% | 97,696 | $3.6M |
| SageView Advisory Group, LLC | 0.12% | Reduce -5.2% | 97,034 | $3.6M |
| Harbour Investments, Inc. | 0.05% | Add +32.8% | 96,926 | $3.6M |
| Selective Wealth Management, Inc. | 0.93% | Add +107.3% | 95,310 | $3.6M |
| Global Retirement Partners, LLC | 0.05% | — | 94,532 | $3.5M |
| Vistica Wealth Advisors, LLC | 3.00% | Reduce -2.2% | 93,031 | $3.5M |
| Modera Wealth Management, LLC | 0.04% | Add +202.1% | 91,923 | $3.4M |
| Root Financial Partners, LLC | 0.13% | Reduce -0.6% | 90,870 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -71.7% | 90,860 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 88,489 | $3.3M |
| Tennessee Valley Asset Management Partners | 0.36% | New | 87,117 | $3.2M |
| Entrewealth, LLC | 1.19% | Reduce -4.3% | 82,444 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +651.4% | 85,080 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +899.4% | 83,763 | $3.1M |
| Aegis Wealth Management LLC | 1.47% | Add +0.1% | 83,664 | $3.1M |
| Torren Management, LLC | 1.55% | Reduce -4.7% | 82,000 | $3.1M |
| Daner Wealth Management, LLC | 1.60% | Add +15.8% | 75,202 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -38.4% | 78,863 | $2.9M |
| marrick wealth, LLC | 2.08% | Reduce -4.7% | 78,550 | $2.9M |
| Lawood & Co. | 1.97% | New | 78,177 | $2.9M |
| Accurate Wealth Management, LLC | 0.27% | Add +5.6% | 76,175 | $2.9M |
| Signaturefd, LLC | 0.04% | Add +14.3% | 76,234 | $2.8M |
| Cahill Financial Advisors Inc. | 0.27% | Add +4.5% | 75,167 | $2.8M |
| Firethorn Wealth Partners, LLC | 0.90% | Reduce -1.9% | 74,725 | $2.8M |
| Renaissance Technologies | 0.00% | Add +767.4% | 74,600 | $2.8M |
| Stifel Financial Corp. | 0.00% | No change | 74,243 | $2.8M |
| Mission Hills Financial Advisory, LLC | 1.19% | New | 72,589 | $2.7M |
| CFS Investment Advisory Services, LLC | 0.18% | Reduce -6.5% | 71,290 | $2.7M |
| Ares Financial Consulting, LLC | 1.89% | Add +19.4% | 70,517 | $2.6M |
| Tandem Financial, LLC | 0.84% | Reduce -3.1% | 70,203 | $2.6M |
| Live Oak Private Wealth LLC | 0.33% | Reduce -14.8% | 70,119 | $2.6M |
| 55 North Private Wealth, LLC | 0.51% | Reduce -2.7% | 69,799 | $2.6M |
| Peirce Capital Management, LLC | 0.95% | Reduce -10.8% | 69,652 | $2.6M |
| Berger Financial Group, Inc | 0.13% | Reduce -0.6% | 69,247 | $2.6M |
| Gordian Advisors LLC | 1.51% | Reduce -0.2% | 68,852 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.8% | 68,736 | $2.6M |
| Integras Partners LLC | 1.40% | Reduce -1.4% | 68,007 | $2.5M |
| Cogent Private Wealth, Inc. | 1.56% | Reduce -10.8% | 67,091 | $2.5M |
| CreativeOne Wealth, LLC | 0.05% | Add +17.0% | 66,068 | $2.5M |
| Financial Alternatives, Inc | 1.18% | Reduce -0.1% | 64,369 | $2.4M |
| Fiduciary Financial Advisors | 0.24% | Add +54.5% | 63,909 | $2.4M |
| Brookstone Capital Management | 0.02% | Add +20.7% | 63,632 | $2.4M |
| DBK Financial Counsel, LLC | 1.96% | Add +12.4% | 62,585 | $2.3M |
| Caprock Group, LLC | 0.04% | Add +4.6% | 61,381 | $2.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.44% | Reduce -4.2% | 61,225 | $2.3M |
| Canvas Wealth Advisors, LLC | 0.32% | Add +58.3% | 60,748 | $2.3M |
| Trailhead Planners LLC | 2.19% | Reduce -0.0% | 60,676 | $2.3M |
| Diversified Trust Co. | 0.04% | No change | 59,387 | $2.2M |
| Bluespring Wealth Management, LLC | 0.04% | Add +23.0% | 58,611 | $2.2M |
| Envision Financial Planning, LLC | 0.71% | Reduce -1.5% | 58,374 | $2.2M |
| Integrated Wealthcare, LLC | 1.60% | Reduce -0.9% | 57,375 | $2.1M |
| Tyche Wealth Partners LLC | 0.30% | No change | 56,575 | $2.1M |
| MB Generational Wealth, LLC | 1.02% | Add +10.7% | 56,043 | $2.1M |
| Investment Advisory Group, LLC | 0.45% | Add +24.7% | 55,683 | $2.1M |
| Apollon Financial, LLC | 0.24% | Add +32.2% | 55,321 | $2.1M |
| E-Wealth Partners, LLC | 1.47% | Reduce -2.5% | 54,601 | $2.0M |
| Pure Financial Advisors, LLC | 0.03% | Add +1.3% | 53,341 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -69.7% | 51,949 | $1.9M |
| Aerodigm Wealth, LLC | 0.65% | Reduce -10.8% | 51,912 | $1.9M |
| Vigil Wealth Management, LLC | 1.35% | Add +1.0% | 50,971 | $1.9M |
| Strathmore Capital Advisors, Inc. | 0.51% | Add +18.5% | 50,397 | $1.9M |
| Clear Creek Financial Management, LLC | 0.12% | Add +8.4% | 50,632 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.58% | Add +8.9% | 49,854 | $1.9M |
| Parkshore Wealth Management, Inc. | 0.53% | Add +0.9% | 49,601 | $1.8M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.8% | 49,330 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +21.2% | 49,282 | $1.8M |
| Global Financial Private Client, LLC | 0.48% | Add +71.5% | 47,505 | $1.8M |
| Nuveen, LLC | 0.00% | New | 47,452 | $1.8M |
| McGrath & Associates, Inc. | 2.30% | Reduce -43.4% | 47,330 | $1.8M |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.2% | 45,636 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +58.8% | 45,628 | $1.7M |
| Drucker Wealth 3.0, LLC | 0.27% | Reduce -12.1% | 45,008 | $1.7M |
| Altiora Financial Group, LLC | 0.26% | Add +0.9% | 44,944 | $1.7M |
| Prospera Financial Services Inc | 0.02% | Add +27.7% | 43,125 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 43,116 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.45% | Reduce -3.5% | 42,571 | $1.6M |
| Wealthspan Partners, LLC | 0.50% | Add +4.3% | 42,384 | $1.6M |
| Astra Wealth Partners LLC | 0.88% | Add +11.6% | 42,321 | $1.6M |
| 25 LLC | 0.43% | Add +1.5% | 42,056 | $1.6M |
| Xcelsior Advisor Partners LLC | 0.20% | Add +0.6% | 41,475 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.55% | Add +6.4% | 40,881 | $1.5M |
| Bank of Montreal | 0.00% | Add +50.4% | 39,995 | $1.5M |
| Sutton Place Investors LLC | 0.72% | Add +2.6% | 39,933 | $1.5M |
| HFG Wealth Management, LLC | 1.47% | Add +21.4% | 39,245 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.2% | 39,014 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.6% | 38,995 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 38,152 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.17% | Reduce -0.9% | 37,712 | $1.4M |
| Platform Wealth Management, LLC | 0.51% | — | 37,362 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +513.4% | 35,734 | $1.3M |
| Asset Advisory Group, Inc. | 0.57% | Add +5.5% | 34,989 | $1.3M |
| Landing Point Financial Group, LLC | 0.44% | Add +5.6% | 34,866 | $1.3M |
| Visionary Wealth Advisors | 0.05% | Add +6.2% | 34,069 | $1.3M |
| Geometric Wealth Advisors | 0.14% | No change | 33,948 | $1.3M |
| Clark Asset Management, LLC | 0.10% | Add +4.8% | 33,092 | $1.2M |
| Madison Wealth Partners, Inc | 0.16% | New | 32,905 | $1.2M |
| Note Advisors, LLC | 0.52% | Add +0.1% | 32,307 | $1.2M |
| FMR LLC | 0.00% | Add +83.0% | 31,763 | $1.2M |
| Capstone Financial Advisors, Inc. | 0.06% | Add +52.6% | 31,667 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | No change | 31,392 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +29.8% | 31,141 | $1.2M |
| Composition Wealth, LLC | 0.01% | Add +9.8% | 30,673 | $1.1M |
| Magnolia Capital Advisors LLC | 0.19% | Reduce -13.9% | 30,393 | $1.1M |
| Venture Visionary Partners LLC | 0.03% | New | 29,835 | $1.1M |
| Oceanside Advisors LLC | 0.55% | Add +5.3% | 29,329 | $1.1M |
| TAGStone Capital, Inc. | 0.34% | Add +3.5% | 28,885 | $1.1M |
| TCFG Investment Advisors, LLC | 0.36% | Add +6.4% | 28,601 | $1.1M |
| Quantum Financial Advisors, LLC | 0.10% | Add +315.3% | 28,167 | $1.0M |
| Cogent Strategic Wealth LLC | 0.99% | Reduce -7.4% | 27,998 | $1.0M |
| IFP Advisors, Inc | 0.02% | Reduce -19.3% | 27,160 | $1.0M |
| Quadcap Wealth Management, LLC | 0.10% | Add +4.0% | 27,159 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +8.2% | 26,846 | $1.0M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 25,714 | $958K |
| IF Advisors, LLC | 0.63% | No change | 25,700 | $958K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +93.1% | 25,696 | $957K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -5.9% | 25,611 | $954K |
| Barry Investment Advisors, LLC | 0.20% | Add +0.3% | 25,468 | $949K |
| Axxcess Wealth Management, LLC | 0.01% | New | 25,302 | $943K |
| Red Lighthouse Investment Management, LLC | 0.27% | Add +3.9% | 24,106 | $898K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +36.4% | 23,244 | $866K |
| Stirlingshire Investments, Inc. | 0.64% | Reduce -12.3% | 23,170 | $863K |
| Allegiance Financial Group Advisory Services LLC | 0.15% | No change | 22,809 | $850K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.0% | 22,557 | $840K |
| Signal Advisors Wealth, LLC | 0.04% | Add +6.8% | 22,140 | $825K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -6.7% | 21,435 | $799K |
| C M Bidwell & Associates Ltd. | 0.32% | No change | 21,172 | $789K |
| Beacon Financial Advisory LLC | 0.15% | Add +0.1% | 20,443 | $762K |
| Disciplined Equity Management, Inc. | 0.34% | Add +0.1% | 20,310 | $757K |
| First Financial Group Corp | 0.55% | Add +18.9% | 20,281 | $756K |
| WealthSpring Partners, LLC | 0.64% | No change | 20,000 | $745K |
| Glassman Wealth Services | 0.09% | No change | 19,969 | $744K |
| Freedom Day Solutions, LLC | 0.16% | No change | 19,308 | $719K |
| Collective Family Office LLC | 0.15% | Add +22.4% | 19,247 | $717K |
| Silver Oak Securities, Incorporated | 0.04% | Add +22.4% | 19,070 | $711K |
| Opulen Financial Group LLC | 0.45% | Add +1.2% | 19,019 | $709K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -4.2% | 18,704 | $697K |
| Facet Wealth, Inc. | 0.01% | Add +69.6% | 18,469 | $688K |
| Mustard Seed Financial, LLC | 0.35% | Reduce -4.1% | 18,312 | $682K |
| RHL Group, LLC | 0.57% | Add +26.9% | 18,413 | $681K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.5% | 18,222 | $679K |
| AE Wealth Management LLC | 0.00% | Add +12.1% | 18,213 | $679K |
| Inspire Advisors, LLC | 0.05% | New | 17,888 | $667K |
| Wealthspire Retirement, LLC | 0.04% | Add +1.3% | 17,461 | $660K |
| CogentBlue Wealth Advisors, LLC | 0.38% | New | 17,674 | $659K |
| SYM FINANCIAL Corp | 0.05% | No change | 17,524 | $653K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 17,401 | $648K |
| Citizens & Northern Corp. | 0.15% | No change | 17,326 | $646K |
| Hurley Capital, LLC | 0.33% | Add +11.3% | 16,954 | $632K |
| Visionary Horizons, LLC | 0.26% | Add +26.7% | 16,945 | $631K |
| Arkadios Wealth Advisors | 0.01% | Reduce -60.1% | 16,907 | $630K |
| Calton & Associates, Inc. | 0.09% | Add +7.1% | 16,635 | $620K |
| Principal Securities, Inc. | 0.01% | Add +34.8% | 16,527 | $616K |
| Vermillion Wealth Management, Inc. | 0.15% | Add +0.6% | 16,443 | $613K |
| Raffa Wealth Management, LLC | 0.08% | Add +0.8% | 16,415 | $612K |
| Thompson David Blair | 0.30% | Reduce -15.5% | 16,300 | $607K |
| Tranquility Partners, LLC | 0.21% | Add +2.7% | 16,298 | $607K |
| 1900 Wealth Management LLC | 0.03% | No change | 16,298 | $607K |
| KOM Wealth Management Group, LLC | 0.37% | Reduce -28.5% | 16,242 | $605K |
| Brand Asset Management Group, Inc. | 0.13% | New | 16,207 | $604K |
| Northern Trust Corp. | 0.00% | Add +7.3% | 16,079 | $599K |
| Fortis Capital Management LLC | 0.07% | Add +0.8% | 15,540 | $579K |
| Hartmann Taylor Wealth Management, LLC | 0.38% | No change | 16,055 | $570K |
| Lee Financial Co | 0.07% | New | 15,239 | $568K |
| Riverbridge Partners LLC | 0.02% | No change | 14,944 | $557K |
| NorthAvenue LLC | 0.39% | No change | 14,772 | $550K |
| AlphaStar Capital Management, LLC | 0.03% | New | 14,682 | $547K |
| Avise Financial Cooperative, Inc. | 0.39% | Reduce -44.4% | 14,659 | $546K |
| Pioneer Wealth Management Group | 0.13% | No change | 14,618 | $545K |
| Painted Porch Advisors LLC | 0.23% | Add +1.4% | 14,357 | $535K |
| Babb Wealth Advisors LLC | 0.26% | No change | 14,346 | $535K |
| Forefront Wealth Partners, LLC | 0.16% | Add +118.6% | 14,033 | $523K |
| Oath Planning, LLC | 0.39% | Add +1.8% | 13,986 | $521K |
| Strategic Investment Solutions, Inc. | 0.12% | Reduce -22.4% | 13,836 | $516K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.19% | Add +4.0% | 13,779 | $513K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 13,738 | $512K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.0% | 13,734 | $512K |
| Compound Planning, Inc. | 0.01% | Add +0.1% | 13,618 | $507K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 12,988 | $484K |
| Old Peak Finance LLC | 0.23% | Add +1.2% | 12,706 | $473K |
| Natixis Advisors, LLC | 0.00% | New | 12,592 | $469K |
| Everhart Financial Group, Inc. | 0.03% | Add +2.6% | 12,571 | $468K |
| Wingate Wealth Advisors, Inc. | 0.20% | Add +1.2% | 12,476 | $465K |
| Core Wealth Management, Inc. | 0.13% | No change | 12,286 | $458K |
| Lionshead Wealth Management, LLC | 0.30% | Reduce -0.6% | 12,234 | $456K |
| Summit Wealth Group, LLC | 0.09% | Reduce -13.1% | 12,047 | $449K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 11,939 | $445K |
| Advyzon Investment Management, LLC | 0.03% | Add +0.8% | 11,893 | $443K |
| Noble Family Wealth, LLC | 0.08% | No change | 11,745 | $438K |
| Millstone Evans Group, LLC | 0.24% | Reduce -1.8% | 11,738 | $437K |
| Ameriprise Financial Inc. | 0.00% | New | 11,602 | $432K |
| Brown Advisory Inc. | 0.00% | Reduce -48.1% | 11,163 | $416K |
| Life Planning Partners, Inc | 0.30% | Add +0.3% | 10,992 | $410K |
| Prosperity Advisers, LLC | 0.29% | New | 10,899 | $406K |
| HMV Wealth Advisors, LLC | 0.16% | No change | 10,895 | $406K |
| BOS Asset Management, LLC | 0.09% | Add +0.2% | 10,887 | $406K |
| CVA Family Office, LLC | 0.04% | No change | 10,870 | $405K |
| Everest Financial Group LLC | 0.05% | Add +24.3% | 10,791 | $402K |
| LexAurum Advisors, LLC | 0.05% | New | 10,423 | $388K |
| Concord Wealth Partners | 0.04% | Add +68.0% | 10,413 | $388K |
| Angeles Wealth Management, LLC | 0.02% | No change | 10,393 | $387K |
| Abacus Planning Group, Inc. | 0.05% | New | 10,340 | $385K |
| Private Trust Co. NA | 0.03% | Add +54.3% | 10,316 | $384K |
| MPWM Advisory Solutions, LLC | 0.17% | No change | 10,065 | $375K |
| Aurelius Family Office LLC | 0.15% | Reduce -0.3% | 10,038 | $374K |
| Gutierrez Wealth Advisory, LLC | 0.21% | Add +1.4% | 9,976 | $372K |
| Great Oak Capital Partners, LLC | 0.08% | Reduce -10.7% | 9,947 | $371K |
| Vance Wealth, LLC | 0.08% | Add +12.2% | 9,953 | $371K |
| CX Institutional | 0.01% | Add +123.1% | 9,682 | $361K |
| Western Wealth Management, LLC | 0.01% | New | 9,679 | $361K |
| Zhang Financial LLC | 0.01% | New | 9,591 | $357K |
| National Bank of Canada | 0.00% | No change | 9,405 | $356K |
| FLC Capital Advisors | 0.06% | No change | 9,547 | $356K |
| Clarity Capital Advisors, LLC | 0.15% | Add +1.2% | 9,491 | $354K |
| Tableaux LLC | 0.15% | No change | 9,483 | $353K |
| Squarepoint Ops LLC | 0.00% | New | 9,421 | $351K |
| Claris Advisors, LLC / Mo / | 0.09% | Add +3.0% | 9,389 | $350K |
| Money Concepts Capital Corp. | 0.02% | Reduce -16.9% | 9,353 | $348K |
| Winnacle Wealth LLC | 0.23% | Add +56.3% | 9,263 | $345K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 9,237 | $344K |
| Investmark Advisory Group LLC | 0.13% | Add +7.5% | 9,089 | $339K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 9,050 | $337K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -44.1% | 9,031 | $337K |
| HBE Wealth Management, LLC | 0.24% | Add +0.0% | 9,017 | $336K |
| Sei Investments Co. | 0.00% | No change | 8,945 | $333K |
| Hilltop Holdings Inc. | 0.03% | Add +14.1% | 8,839 | $329K |
| Mgo One Seven LLC | 0.01% | Add +38.9% | 8,791 | $328K |
| Citrine Capital LLC | 0.12% | No change | 8,743 | $326K |
| IFG Advisory, LLC | 0.01% | Add +32.4% | 8,680 | $323K |
| Kaufman Rossin Wealth, LLC | 0.15% | Add +0.2% | 8,511 | $318K |
| Archer Investment Management, LLC | 0.11% | Reduce -1.8% | 8,489 | $316K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 8,425 | $316K |
| Colonial Trust Co / SC | 0.04% | Add +764.4% | 8,393 | $313K |
| Delos Wealth Advisors, LLC | 0.16% | No change | 8,359 | $311K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.7% | 8,316 | $310K |
| Tumwater Wealth Management, LLC | 0.11% | No change | 8,300 | $309K |
| Tufton Capital Management | 0.05% | New | 8,215 | $306K |
| VestGen Advisors, LLC | 0.01% | No change | 8,126 | $303K |
| Elevate Wealth Advisory, Inc. | 0.17% | Add +7.3% | 8,054 | $300K |
| Hancock Whitney Corp. | 0.00% | No change | 7,953 | $296K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -22.5% | 7,799 | $291K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | No change | 7,688 | $286K |
| Victory Financial Group, LLC | 0.03% | Add +1.9% | 7,626 | $284K |
| XTX Topco Ltd | 0.00% | New | 7,453 | $278K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.1% | 7,349 | $274K |
| Langley Wealth Management, LLC | 0.27% | — | 7,309 | $272K |
| Aspire Private Capital, LLC | 0.06% | Add +1.4% | 7,179 | $267K |
| Topsail Wealth Management, LLC | 0.03% | Add +17.5% | 7,155 | $267K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -50.0% | 7,072 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.0% | 7,052 | $262K |
| Shepherd Financial Partners LLC | 0.02% | New | 6,862 | $256K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,851 | $255K |
| Level Wealth Management LLC | 0.10% | Add +0.8% | 6,789 | $253K |
| Long Island Wealth Management, Inc. | 0.10% | No change | 6,730 | $251K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | New | 6,717 | $250K |
| Dopkins Wealth Management, LLC | 0.09% | Reduce -0.2% | 6,675 | $249K |
| McClarren Financial Advisors, Inc. | 0.13% | Add +10.0% | 6,637 | $247K |
| Acropolis Investment Management, LLC | 0.01% | No change | 6,627 | $247K |
| Empire Financial Management Company, LLC | 0.10% | No change | 6,601 | $246K |
| Lakeridge Wealth Management LLC | 0.09% | Reduce -55.1% | 6,549 | $244K |
| Csenge Advisory Group | 0.01% | New | 6,543 | $244K |
| JNBA Financial Advisors | 0.02% | New | 6,505 | $242K |
| Balefire, LLC | 0.04% | Reduce -78.0% | 6,494 | $242K |
| Seeds Investor LLC | 0.02% | Add +17.1% | 6,431 | $240K |
| Parkside Financial Bank & Trust | 0.02% | No change | 6,346 | $236K |
| Cove Private Wealth, LLC | 0.05% | No change | 6,321 | $236K |
| Net Worth Advisory Group | 0.06% | Add +1.3% | 6,234 | $232K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,200 | $231K |
| Principle Wealth Partners LLC | 0.01% | No change | 6,092 | $227K |
| Orcam Financial Group | 0.11% | No change | 6,089 | $227K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 6,045 | $225K |
| World Investment Advisors | 0.00% | New | 6,211 | $223K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 5,855 | $218K |
| Fortis Capital Advisors, LLC | 0.02% | No change | 5,775 | $215K |
| Belpointe Asset Management LLC | 0.01% | No change | 5,775 | $215K |
| Mutual Advisors, LLC | 0.00% | Reduce -1.3% | 5,774 | $215K |
| IHT Wealth Management, LLC | 0.00% | Reduce -2.8% | 5,771 | $215K |
| Haven Private, LLC | 0.08% | Reduce -22.5% | 5,755 | $214K |
| OneAscent Financial Services LLC | 0.01% | New | 5,687 | $212K |
| Franklin Resources Inc. | 0.00% | No change | 5,670 | $211K |
| CNB Bank | 0.08% | No change | 5,653 | $211K |
| Equita Financial Network, Inc. | 0.06% | Add +0.1% | 5,640 | $210K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -66.7% | 5,604 | $209K |
| J. Derek Lewis & Associates Inc. | 0.04% | New | 5,511 | $205K |
| Maryland Capital Advisors Inc. | 0.06% | — | 5,333 | $199K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +1281.2% | 5,152 | $192K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,995 | $186K |
| Vanguard Advisers Inc. | 0.00% | Add +38.4% | 4,994 | $186K |
| Nalls Sherbakoff Group, LLC | 0.12% | No change | 4,478 | $167K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.2% | 4,316 | $161K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.2% | 4,180 | $156K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.6% | 4,139 | $154K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.1% | 3,863 | $144K |
| MCF Advisors LLC | 0.01% | No change | 3,800 | $142K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -5.8% | 3,296 | $123K |
| Wellington-Altus USA Inc. | 0.08% | Reduce -61.6% | 3,300 | $117K |
| Washington Trust Advisors, Inc. | 0.01% | Add +147.9% | 2,809 | $105K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,605 | $97K |
| Keystone Financial Group, Inc. | 0.05% | Add +104.0% | 2,522 | $94K |
| Global Trust Asset Management, LLC | 0.03% | No change | 2,500 | $93K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,361 | $88K |
| Fifth Third Bancorp | 0.00% | Reduce -33.6% | 2,346 | $87K |
| 1620 Investment Advisors, Inc. | 0.05% | Add +167.9% | 2,317 | $86K |
| Capital Analysts, LLC | 0.00% | Add +291.7% | 1,786 | $66K |
| Howe & Rusling Inc. | 0.00% | New | 1,613 | $60K |
| Spire Wealth Management | 0.00% | Add +146.2% | 1,472 | $55K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,389 | $52K |
| BlackRock, Inc. | 0.00% | New | 1,284 | $48K |
| Rossby Financial, LCC | 0.01% | Add +11.7% | 1,243 | $46K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 1,115 | $42K |
| Evermay Wealth Management LLC | 0.00% | New | 998 | $37K |
| Fairway Wealth LLC | 0.01% | New | 894 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 815 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 778 | $29K |
| Gleason Group, Inc. | 0.00% | New | 768 | $29K |
| Triumph Capital Management | 0.01% | Add +1.2% | 735 | $27K |
| Go Invest LLC | 0.01% | Add +8.4% | 720 | $27K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 618 | $23K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 617 | $23K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Reduce -35.1% | 598 | $22K |
| Coston, McIsaac & Partners | 0.00% | Add +1.2% | 596 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 526 | $20K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 487 | $18K |
| Albion Financial Group | 0.00% | No change | 470 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 470 | $18K |
| Oakworth Capital, Inc. | 0.00% | New | 442 | $16K |
| Continuum Advisory, LLC | 0.00% | New | 406 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 390 | $15K |
| City State Bank | 0.00% | Add +13.4% | 381 | $14K |
| Brooklyn FI, LLC | 0.00% | New | 358 | $14K |
| Cambient Family Office, LLC | 0.00% | New | 360 | $13K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -17.5% | 311 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 292 | $11K |
| Quent Capital, LLC | 0.00% | No change | 290 | $11K |
| US Bancorp \de | 0.00% | No change | 274 | $10K |
| WealthCollab, LLC | 0.00% | No change | 262 | $10K |
| LRI Investments, LLC | 0.00% | Add +23.2% | 239 | $9K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 205 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 180 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.8% | 167 | $6K |
| Integrity Financial Corp | 0.00% | No change | 153 | $6K |
| Pacific Center for Financial Services | 0.00% | No change | 137 | $5K |
| Corsicana & Co. | 0.00% | New | 110 | $4K |
| Key Capital Management, INC | 0.00% | Add +5.3% | 79 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 54 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 47 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 35 | $1K |
"% of holder's portfolio" is DFIC's weight in each manager's 13F, not the share of Dimensional International Co. the manager owns.