Dimensional International VaDFIVETF

13F holders, Q1 2024 (March 31)
485holders
3famous investors
$36.73avg. 13F price*

At the end of Q1 2024, 485 institutions reported holding Dimensional International Va (DFIV) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($545.1M), Envestnet Asset Management Inc. ($471.3M) and Buckingham Strategic Wealth, LLC ($414.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Dimensional International Va
CUSIP
25434V807
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 485Q1 2024Q2 2024: 505Q2 2024Q3 2024: 532Q3 2024Q4 2024: 605Q4 2024Q1 2025: 643Q1 2025Q2 2025: 691Q2 2025Q3 2025: 722Q3 2025Q4 2025: 803Q4 2025Q1 2026: 854Q1 2026Q2 2026: 897Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions34$35.9M
Exits18$22.7M

Ownership 485 holders

Mercer Global Advisors Inc. 1.55% Add +42.0% 14,831,851 $545.1M
Envestnet Asset Management Inc. 0.18% Add +29.2% 12,825,217 $471.3M
Buckingham Strategic Wealth, LLC 4.38% Add +2.4% 11,285,243 $414.7M
Northern Trust Corp. 0.04% Add +0.5% 6,523,366 $239.7M
Savant Capital, LLC 2.66% Add +4.1% 6,302,484 $231.6M
PNC Financial Services Group, Inc. 0.14% Add +14.6% 5,440,664 $199.9M
Focus Partners Advisor Solutions, LLC 4.33% Add +86.8% 4,079,196 $149.9M
Index Fund Advisors, Inc. 7.40% Reduce -1.3% 3,645,703 $134.0M
HighTower Advisors, LLC 0.17% Add +315.8% 2,781,729 $102.2M
Modera Wealth Management, LLC 1.49% Reduce -1.3% 2,657,513 $97.7M
Plancorp, LLC 4.18% Reduce -0.1% 2,617,715 $96.2M
Creative Planning 0.11% Reduce -2.4% 2,597,058 $95.4M
Corient Private Wealth LP 0.15% Add +4.9% 2,308,920 $84.9M
Wealth Enhancement Advisory Services, LLC 0.19% Reduce -1.7% 2,041,996 $75.0M
Cerity Partners LLC 0.19% Add +1.7% 1,956,662 $71.9M
Foster Group, Inc. 3.51% Reduce 0.0% 1,921,453 $70.6M
Team Hewins, LLC 26.72% Add +2.8% 1,806,230 $66.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.04% Add +2.9% 1,788,041 $65.7M
Choreo, LLC 1.57% Add +1.6% 1,664,757 $61.2M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -20.1% 1,647,535 $60.5M
EP Wealth Advisors, LLC 0.67% Add +4.8% 1,568,171 $57.6M
Jackson Thornton Wealth Management, LLC 9.26% Add +0.6% 1,485,194 $54.6M
Jane Street Group, LLC 0.07% Reduce -63.8% 1,464,242 $53.8M
Dixon Fnancial Services, Inc. 28.75% Reduce -0.2% 1,412,969 $51.9M
LPL Financial LLC 0.02% Add +5.6% 1,216,269 $44.7M
TCI Wealth Advisors, Inc. 4.37% Add +2.6% 1,206,165 $44.3M
Evanson Asset Management, LLC 3.17% Add +3.2% 1,158,697 $42.6M
Beaird Harris Wealth Management, LLC 4.13% Add +4.7% 1,153,842 $42.4M
Apella Capital, LLC 2.09% Add +5.6% 1,111,306 $41.4M
Falcon Wealth Planning 6.43% Add +170.7% 1,104,197 $40.6M
UBS Group AG 0.01% Add +8.2% 1,099,932 $40.4M
Confluence Wealth Services, Inc. 3.50% Add +12.1% 1,078,804 $39.6M
True Link Financial Advisors, LLC 3.55% Reduce -12.4% 1,008,283 $37.1M
Relative Value Partners Group, LLC 2.17% Add +1.9% 1,016,710 $34.5M
Planning Center, Inc. 6.96% Add +0.2% 870,400 $32.0M
Forvis Mazars Wealth Advisors, LLC 0.80% Add +0.4% 850,759 $31.3M
ML & R Wealth Management LLC 6.96% Reduce -7.9% 823,596 $30.3M
Strategic Financial Services, Inc. 1.92% Add +4.0% 807,726 $29.7M
Verus Financial Partners, Inc. 3.32% Add +3.8% 772,243 $28.4M
Willow Creek Wealth Management Inc. 3.24% Add +0.8% 754,181 $27.7M
Sachem Hill LLC 6.21% Add +1.2% 720,324 $26.5M
Hill Investment Group Partners, LLC 3.71% Reduce -0.7% 714,694 $26.3M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -0.2% 703,109 $25.8M
Keb Asset Management, LLC 8.77% Add +2.1% 698,455 $25.7M
Beacon Pointe Advisors, LLC 0.29% Add +4.7% 696,730 $25.6M
Total Wealth Planning, LLC 4.11% Add +5.0% 650,579 $23.9M
Merriman Wealth Management, LLC 1.07% Add +2.8% 650,252 $23.9M
Empowered Funds, LLC 0.43% New 646,159 $23.7M
Royal Bank of Canada 0.01% Add +0.8% 641,445 $23.6M
McGlone Suttner Wealth Management, Inc. 4.41% Add +14.5% 639,121 $23.5M
Wealth Architects, LLC 3.08% Add +6.7% 636,039 $23.4M
Trinity Financial Advisors LLC 9.76% Add +4.0% 590,198 $21.7M
Cetera Investment Advisers 0.05% Add +352.4% 586,933 $21.6M
Efficient Frontier Advisors LLC 16.49% Add +3.4% 566,499 $20.8M
Sequoia Financial Advisors, LLC 0.26% Add +0.8% 563,974 $20.7M
Earned Wealth Advisors, LLC 7.84% Reduce -0.1% 558,236 $20.5M
Exencial Wealth Advisors, LLC 0.75% Add +11.9% 545,680 $20.1M
First Command Advisory Services, Inc. 0.21% Reduce -29.5% 539,143 $19.8M
Bayshore Asset Management, LLC 8.76% Reduce -4.3% 485,990 $17.9M
CFS Investment Advisory Services, LLC 2.96% Reduce -1.5% 478,364 $17.6M
Lakeshore Financial Planning, Inc. 8.53% Add +0.5% 458,828 $16.9M
N.E.W. Advisory Services LLC 1.86% Add +2.9% 455,035 $16.7M
Forum Financial Management, LP 0.28% Reduce -0.8% 451,192 $16.6M
Market Street Wealth Management Advisors LLC 2.87% Reduce -1.8% 444,354 $16.3M
PBMares Wealth Management LLC 4.21% Add +1.7% 440,433 $16.2M
Wescott Financial Advisory Group, LLC 1.97% Add +2.2% 430,603 $15.8M
McLean Asset Management Corp 5.33% Reduce -1.3% 418,316 $15.6M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 405,354 $14.9M
Acropolis Investment Management, LLC 0.96% Add +4.5% 400,646 $14.7M
Dopkins Wealth Management, LLC 8.48% Add +9.9% 383,305 $14.1M
Integrated Wealth Concepts LLC 0.20% Add +1.9% 379,271 $13.9M
Pathstone Holdings, LLC 0.06% Reduce -3.9% 372,391 $13.7M
Disciplined Equity Management, Inc. 9.04% Add +0.9% 370,416 $13.6M
Wells Fargo & Company 0.00% Add +10.7% 369,868 $13.6M
Bank of America Corp. 0.00% Reduce -28.0% 366,626 $13.5M
Peirce Capital Management, LLC 7.37% Add +2.8% 365,190 $13.4M
FMFE Wealth Management, LLC 12.27% Add +0.3% 364,176 $13.4M
Shearwater Capital LLC 9.70% Reduce -0.4% 358,259 $13.2M
MBB Public Markets I LLC 0.84% Reduce -56.7% 356,595 $13.1M
Captrust Financial Advisors 0.05% Reduce -4.4% 345,229 $12.7M
Commonwealth Equity Services, LLC 0.02% Reduce -0.7% 344,693 $12.7M
Rockefeller Capital Management L.P. 0.04% Add +10.7% 342,507 $12.6M
Rather & Kittrell, Inc. 3.75% Reduce -2.9% 341,563 $12.6M
Claris Advisors, LLC / Mo / 6.22% Add +0.7% 335,427 $12.3M
KM Capital Management Ltd. 6.77% Reduce -11.0% 332,510 $12.2M
Kestra Advisory Services, LLC 0.08% Add +26.5% 325,555 $12.0M
Kraft Asset Management, LLC 9.63% Reduce -1.6% 325,544 $12.0M
Fortress Wealth Management, Inc. 6.07% Add +4.3% 320,665 $11.8M
Squire Investment Management Company, LLC 7.17% Add +15.9% 309,618 $11.4M
EnRich Financial Partners LLC 4.24% Add +0.3% 308,207 $11.3M
Old Mission Capital LLC 0.27% Add +149.4% 304,513 $11.2M
Apeiron RIA LLC 3.15% Add +1.7% 296,129 $10.9M
Equitable Holdings, Inc. 0.12% Add +5.4% 289,610 $10.6M
Sax Wealth Advisors, LLC 1.22% Add +37.5% 283,739 $10.4M
DiNuzzo Private Wealth, Inc. 1.36% Reduce -0.6% 273,390 $10.0M
Meritas Wealth Management, LLC 6.90% Add +10.1% 269,603 $9.9M
Ruedi Wealth Management, Inc. 4.15% Add +4.2% 268,464 $9.9M
Cardiff Park Advisors, LLC 0.92% Reduce -0.7% 263,791 $9.7M
Lauterbach Financial Advisors, LLC 6.35% Reduce -3.8% 263,173 $9.7M
Cowa, LLC 5.66% Add +9.7% 261,216 $9.6M
Quent Capital, LLC 1.11% Add +26.6% 257,818 $9.5M
Raymond James & Associates 0.01% Add +8.1% 254,318 $9.3M
Root Financial Partners, LLC 2.76% Add +22.5% 253,380 $9.3M
Financial Connections Group, Inc. 9.91% Add +8.5% 246,143 $9.0M
Tobias Financial Advisors, Inc. 2.04% Add +11.6% 244,745 $9.0M
Baker Boyer National Bank 3.06% Reduce -2.3% 241,722 $8.9M
Sterling Financial Planning, Inc. 3.58% Add +6.0% 240,400 $8.8M
Tillman Hartley LLC 3.02% Add +0.8% 238,368 $8.8M
ShankerValleau Wealth Advisors, Inc. 4.01% Add +0.8% 236,851 $8.7M
Stifel Financial Corp. 0.01% Add +2.8% 236,845 $8.7M
Aspiriant, LLC 0.35% Reduce -4.8% 227,881 $8.4M
Balyasny Asset Management L.P. 0.02% Add +204.8% 222,836 $8.2M
Robinswood Financial LLC 3.47% Add +1.1% 222,391 $8.1M
Pallas Capital Advisors LLC 0.33% Add +7.8% 213,413 $7.8M
VeraBank, N.A. 2.41% Add +3.2% 210,598 $7.7M
Thrivent Financial for Lutherans 0.02% Add +2.1% 208,401 $7.7M
Disciplined Investments, LLC 4.16% Add +7.4% 207,532 $7.6M
Elevate Wealth Advisory, Inc. 6.63% Add +17.5% 207,371 $7.6M
Andrews, Lucia Wealth Management LLC 5.33% Add +0.5% 203,772 $7.5M
WNY Asset Management, LLC 1.12% Reduce -0.4% 199,045 $7.3M
Cedar Point Capital Partners, LLC 5.54% Add +2.7% 198,691 $7.3M
Austin Asset Management Co Inc 1.60% Add +0.7% 197,767 $7.3M
Monograph Wealth Advisors, LLC 1.05% Reduce -4.9% 195,385 $7.2M
Destiny Wealth Partners, LLC 1.28% Reduce -11.8% 194,602 $7.2M
Altiora Financial Group, LLC 1.89% Reduce -1.4% 189,499 $7.0M
Perritt Capital Management Inc 3.70% Add +1.3% 186,404 $6.9M
Truist Financial Corp. 0.01% Add +0.5% 184,943 $6.8M
Symmetry Partners, LLC 0.51% Reduce -35.3% 178,485 $6.6M
Financial Futures Ltd Liability Co. 4.29% Reduce -3.3% 175,864 $6.5M
1900 Wealth Management LLC 0.59% Reduce -9.6% 174,769 $6.4M
FinDec Wealth Services, Inc. 3.99% Reduce -1.4% 172,853 $6.4M
Werba Rubin Papier Wealth Management 1.72% Add +14.2% 161,600 $5.9M
Northwest Wealth Management, LLC 1.61% Add +1.2% 159,524 $5.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +28.5% 159,018 $5.8M
Oceanside Advisors LLC 4.68% Add +3.0% 153,979 $5.7M
Fonville Wealth Management LLC 2.49% Add +15.7% 152,793 $5.6M
M Financial Asset Management, Inc. 15.51% Add +0.1% 151,653 $5.6M
Phillips Financial Management, LLC 0.45% Add +0.4% 148,790 $5.5M
Aveo Capital Partners, LLC 0.59% Add +4.8% 147,639 $5.4M
Mraz, Amerine & Associates, Inc. 1.01% Add +24.1% 145,320 $5.3M
Larson Financial Group LLC 0.41% Reduce -3.5% 145,055 $5.3M
Advisory Alpha, LLC 0.22% Add +8.3% 142,662 $5.2M
AE Wealth Management LLC 0.06% Add +3.7% 141,284 $5.2M
Allworth Financial LP 0.04% Add +6.3% 140,575 $5.2M
G2 Capital Management, LLC / Oh 1.63% Add +2.4% 138,178 $5.1M
Citadel Advisors 0.01% Reduce -70.2% 137,977 $5.1M
Lane & Associates LLC 3.07% Add +12.9% 132,626 $4.9M
Cordant, Inc. 2.81% Add +6.3% 131,706 $4.8M
Shotwell Rutter Baer Inc 9.75% Add +0.5% 129,151 $4.8M
Stone Summit Wealth LLC 1.66% Add +10.8% 129,978 $4.8M
Maryland Capital Advisors Inc. 2.96% Add +3.7% 129,755 $4.8M
Laurel Wealth Planning LLC 3.13% Add +3.4% 128,333 $4.7M
MML Investors Services, LLC 0.02% Add +24.0% 123,545 $4.5M
Mariner, LLC 0.01% Add +2.2% 122,780 $4.5M
Whittier Trust Co. 0.06% Add +0.0% 121,098 $4.5M
Fischer Investment Strategies, LLC 3.79% Reduce -56.9% 117,878 $4.3M
Valued Retirements, Inc. 6.76% Reduce -0.2% 115,005 $4.2M
Visionary Wealth Advisors 0.28% Reduce -10.4% 111,598 $4.1M
Private Advisor Group, LLC 0.03% Add +13.6% 109,694 $4.0M
Compass Financial Group, Inc. 2.14% Add +0.2% 109,010 $4.0M
REAP Financial Group, LLC 1.09% Add +57.7% 108,457 $4.0M
Spire Wealth Management 0.07% Add +2.6% 108,048 $4.0M
Rf&l Wealth Management, LLC 3.05% Add +3.3% 107,919 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -7.9% 106,670 $3.9M
Peapack Gladstone Financial Corp. 0.06% Add +41.3% 104,870 $3.9M
EverSource Wealth Advisors, LLC 0.30% Reduce -0.5% 105,522 $3.8M
Betterment LLC 0.01% Add +37.5% 101,864 $3.7M
Porter White Investment Advisors, Inc. 1.98% Add +0.5% 101,157 $3.7M
Lam Group, Inc. 2.94% No change 98,173 $3.6M
Glass Jacobson Investment Advisors llc 1.35% Reduce -1.6% 98,138 $3.6M
Perigon Wealth Management, LLC 0.11% New 97,594 $3.6M
Moisand Fitzgerald Tamayo, LLC 0.54% Add +3.2% 96,058 $3.5M
Armbruster Capital Management, Inc. 0.72% Reduce -1.7% 92,687 $3.4M
Awm Capital, LLC 0.57% Reduce -0.3% 92,519 $3.4M
Beacon Harbor Wealth Advisors, Inc. 0.85% Add +2.3% 87,585 $3.2M
Brookstone Capital Management 0.06% Add +106.5% 87,377 $3.2M
TruNorth Capital Management, LLC 1.10% — 86,685 $3.2M
FMB Wealth Management 2.51% No change 85,696 $3.1M
Carlson Capital Management 0.15% Reduce -88.1% 85,321 $3.1M
Avior Wealth Management, LLC 0.14% Add +2.1% 83,380 $3.1M
RFG Advisory, LLC 0.10% Reduce -3.3% 83,192 $3.1M
Mather Group, Llc. 0.05% Add +0.4% 87,188 $3.0M
Red Lighthouse Investment Management, LLC 1.19% No change 80,663 $3.0M
Private Ocean, LLC 0.31% Reduce -0.9% 80,292 $3.0M
Bedel Financial Consulting, Inc. 0.46% Reduce -1.0% 80,154 $2.9M
Signet Financial Management, LLC 0.40% Add +13.1% 80,108 $2.9M
Cresset Asset Management, LLC 0.01% Add +6.0% 78,913 $2.9M
Investmark Advisory Group LLC 1.58% Reduce -5.9% 78,375 $2.9M
Steward Partners Investment Advisory, LLC 0.03% Add +60.0% 78,313 $2.9M
OMNI 360 Wealth, Inc. 2.37% Add +6.6% 77,891 $2.9M
Aerodigm Wealth, LLC 1.13% Reduce -11.0% 76,037 $2.8M
M&T Bank Corp 0.01% Reduce -49.0% 75,002 $2.8M
Tilson Financial Group, Inc. 1.46% Add +33.2% 74,039 $2.7M
Fund Evaluation Group, LLC 0.17% Reduce -1.8% 73,445 $2.7M
Adero Partners, LLC 0.20% Reduce -0.4% 73,286 $2.7M
Regions Financial Corp. 0.02% No change 71,438 $2.6M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.5% 71,411 $2.6M
Cambridge Financial Group, LLC 1.24% Add +13.1% 70,813 $2.6M
Robertson Stephens Wealth Management, LLC 0.14% Reduce -27.6% 69,240 $2.5M
Barnes Pettey Financial Advisors, LLC 2.16% Reduce -21.7% 68,138 $2.5M
Soundmark Wealth Management, LLC 1.10% Reduce -0.5% 67,587 $2.5M
Allegiance Financial Group Advisory Services LLC 1.00% Reduce -2.8% 66,289 $2.4M
Addison Advisors LLC 0.82% Add +25.8% 64,764 $2.4M
Freedom Investment Management, Inc. 0.18% Reduce -0.9% 62,801 $2.3M
Tortoise Investment Management, LLC 0.28% Add +36.9% 62,215 $2.3M
Financial Synergies Wealth Advisors, Inc. 0.28% Add +16.4% 58,479 $2.1M
Sentinel Trust Co. Lba 0.28% Reduce -13.4% 58,135 $2.1M
Verum Partners LLC 0.75% Reduce -4.4% 57,249 $2.1M
Breakwater Capital Group 0.52% Reduce -4.7% 56,779 $2.1M
Corus Family Wealth Advisors 1.76% Add +13.4% 56,349 $2.1M
Diversified Portfolios, Inc. 0.29% Reduce -1.2% 55,120 $2.0M
Sterling Wealth Management, Inc. 1.00% Add +14.1% 54,562 $2.0M
Jentner Corp 0.70% Add +0.0% 54,553 $2.0M
Family Legacy, Inc. 0.72% Add +0.9% 54,523 $2.0M
Aviance Capital Partners, LLC 0.29% Add +3.6% 53,927 $2.0M
Atria Investments, Inc 0.03% Add +2.9% 53,636 $2.0M
CVA Family Office, LLC 0.35% Reduce -14.4% 53,427 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -45.9% 52,912 $1.9M
Family CFO Inc 1.19% Add +13.1% 52,185 $1.9M
LexAurum Advisors, LLC 0.49% Add +12.6% 52,122 $1.9M
ARK & TLK Investments, LLC 0.73% Reduce -5.0% 50,845 $1.9M
Farther Finance Advisors, LLC 0.11% Add +0.1% 50,604 $1.8M
Heritage Wealth Management, Inc./Texas 1.19% Reduce -8.2% 49,782 $1.8M
Lodestone Wealth Management LLC 0.95% Add +4.6% 49,480 $1.8M
Versant Capital Management, Inc 0.51% Reduce -5.7% 48,566 $1.8M
Kestra Private Wealth Services, LLC 0.04% Reduce -13.2% 48,440 $1.8M
Yeomans Consulting Group, Inc. 0.77% Reduce -81.8% 47,757 $1.8M
JFS Wealth Advisors, LLC 0.14% Reduce -7.9% 47,367 $1.7M
Builder Investment Group Inc. 0.50% Reduce -1.0% 46,900 $1.7M
MAI Capital Management 0.02% Add +0.0% 46,390 $1.7M
Atlas Capital Advisors Inc. 0.27% Add +2.8% 46,253 $1.7M
MN Wealth Advisors, LLC 1.00% Add +8.9% 43,817 $1.6M
NewEdge Advisors, LLC 0.01% Add +32.5% 42,949 $1.6M
American Investment Services, Inc. 0.28% No change 42,755 $1.6M
Renaissance Technologies 0.00% Reduce -47.1% 42,700 $1.6M
Chicago Partners Investment Group LLC 0.07% Reduce -2.5% 42,974 $1.6M
TFO Wealth Partners, LLC 0.30% Reduce -5.7% 41,633 $1.5M
Quarry Hill Advisors, LLC 1.11% No change 40,990 $1.5M
Seven Springs Wealth Group, LLC 0.59% Reduce -1.8% 40,988 $1.5M
Krilogy Financial LLC 0.11% Add +0.0% 40,357 $1.5M
Global Trust Asset Management, LLC 0.60% Reduce -0.1% 39,445 $1.4M
Applied Capital LLC 0.83% Reduce -17.1% 37,955 $1.4M
Fifth Third Securities, Inc. 0.13% Reduce -41.1% 37,339 $1.4M
Mattern Wealth Management LLC 0.33% Add +14.6% 37,201 $1.4M
AQR Capital Management 0.00% Add +13.2% 37,133 $1.4M
Watershed Private Wealth LLC 0.60% Reduce -65.7% 37,053 $1.4M
Avantax Advisory Services, Inc. 0.01% Reduce -26.0% 36,588 $1.3M
Certified Advisory Corp 0.19% Add +1.8% 36,547 $1.3M
JMG Financial Group, Ltd. 0.05% Add +35.5% 36,341 $1.3M
Raymond James Trust N.A. 0.03% Reduce -1.5% 35,236 $1.3M
Morgan Stanley 0.00% Add +17.5% 34,715 $1.3M
Legacy CG, LLC 0.46% Reduce -1.9% 34,492 $1.3M
LJI Wealth Management, LLC 0.31% Add +8.3% 32,218 $1.2M
Cherry Tree Wealth Management, LLC 0.30% Reduce -0.8% 31,949 $1.2M
Capital Analysts, LLC 0.05% Reduce -0.5% 31,630 $1.2M
Herold Advisors, Inc. 0.28% Add +239.3% 30,963 $1.1M
Trademark Financial Management, LLC 0.93% Add +1.2% 30,617 $1.1M
Valeo Financial Advisors, LLC 0.04% Reduce -2.8% 30,124 $1.1M
Baird Financial Group, Inc. 0.00% No change 29,747 $1.1M
Ellenbecker Investment Group 0.23% Reduce -0.0% 29,484 $1.1M
Kaye Capital Management 0.47% Reduce -26.4% 29,248 $1.1M
Rehmann Capital Advisory Group 0.08% Reduce -0.0% 28,584 $1.1M
Lutz Financial Services LLC 0.09% Reduce -1.0% 28,514 $1.0M
SOL Capital Management CO 0.13% Add +52.4% 28,375 $1.0M
Collective Family Office LLC 0.34% Add +0.1% 28,097 $1.0M
25 LLC 0.49% Reduce -0.6% 27,456 $1.0M
JT Stratford LLC 0.20% Add +3.2% 27,201 $1000K
Able Wealth Management LLC 0.85% Reduce -26.2% 26,456 $972K
Comerica Bank 0.00% Reduce -15.7% 26,380 $969K
Strata Wealth Advisors, LLC 0.34% Add +1.1% 25,912 $952K
Mills Wealth Advisors LLC 0.70% No change 25,794 $948K
Marcum Wealth, LLC 0.09% Add +0.2% 24,734 $909K
Quantum Financial Advisors, LLC 0.16% Reduce -0.9% 24,202 $889K
Prosperity Planning, Inc. 0.43% Add +0.8% 24,200 $889K
First Western Trust Bank 0.04% No change 24,178 $889K
Encompass Wealth Advisors, LLC 0.22% Add +1.6% 22,889 $841K
Sunesis Advisors, LLC 0.49% New 22,653 $832K
Clarity Capital Advisors, LLC 0.65% Add +0.2% 22,150 $814K
Baker Tilly Wealth Management, LLC 0.15% Reduce -4.7% 21,851 $803K
Jones Financial Companies LLLP 0.00% Add +588.1% 21,352 $785K
Level Financial Advisors 0.35% Reduce -0.1% 21,230 $780K
Lincoln National Corp. 0.01% Add +17.1% 20,776 $764K
Dorsey & Whitney Trust CO LLC 0.05% Add +2.7% 20,540 $755K
Asset Dedication, LLC 0.06% Add +4.2% 20,481 $752K
City State Bank 0.33% Add +302.8% 20,440 $751K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +13.5% 20,118 $739K
Running Point Capital Advisors, LLC 0.33% No change 20,002 $735K
US Bancorp \de 0.00% Add +39.4% 19,582 $720K
D.A. Davidson & Co. 0.01% Add +6.0% 19,579 $720K
Diversify Advisory Services, LLC 0.04% — 19,386 $709K
Mustard Seed Financial, LLC 0.70% Add +39.3% 19,165 $704K
Nicholas Hoffman & Company, LLC. 0.04% No change 18,841 $692K
Syntal Capital Partners, LLC 6.90% New 18,814 $691K
Sovereign Financial Group, Inc. 0.18% Add +4.4% 18,812 $691K
Bank of New York Mellon Corp 0.00% Reduce -13.6% 18,718 $688K
Janney Montgomery Scott LLC 0.00% Reduce -7.9% 18,646 $685K
Moneta Group Investment Advisors LLC 0.01% Add +63.1% 18,151 $667K
Advisory Services & Investments, LLC 0.46% Reduce -4.0% 18,146 $667K
Zhang Financial LLC 0.05% Add +0.2% 18,018 $662K
Quantinno Capital Management LP 0.01% Add +68.4% 17,718 $651K
PrairieView Partners, LLC 0.07% No change 17,483 $643K
MB Generational Wealth, LLC 0.50% Add +8.6% 17,473 $642K
Valued Wealth Advisors LLC 0.45% Add +3.0% 17,436 $641K
Nwam LLC 0.05% Reduce -0.7% 17,415 $640K
Good Life Advisors, LLC 0.06% Reduce -4.1% 17,089 $628K
Sutton Place Investors LLC 0.30% Reduce -23.0% 16,672 $613K
Montag A & Associates Inc. 0.03% Add +0.2% 16,520 $607K
Smartleaf Asset Management LLC 0.12% Add +4.8% 16,516 $607K
Alesco Advisors, LLC, An ESL Co 0.02% Add +1.0% 16,020 $589K
Abacus Wealth Partners, LLC 0.10% Reduce -1.0% 15,824 $582K
Melfa Wealth Management, Inc. 0.42% New 15,806 $581K
IFG Advisors, LLC 0.15% Add +33.6% 15,364 $565K
Ballentine Partners, LLC 0.01% No change 15,313 $563K
Ironwood Financial, llc 0.13% No change 15,216 $559K
Old Mission Investment Co LLC 0.19% Reduce -7.1% 15,147 $557K
Archvest Wealth Advisors, Inc. 0.38% No change 14,857 $543K
Investment Advisory Group, LLC 0.22% Add +14.7% 14,707 $540K
Keybank National Association 0.00% Reduce -17.2% 14,416 $530K
RB Capital Management, LLC 0.15% Add +23.3% 14,326 $526K
Blume Capital Management, Inc. 0.13% No change 14,150 $520K
Flow Traders U.S. LLC 0.03% Reduce -83.5% 14,081 $517K
Advisory Services Network, LLC 0.01% Add +5.8% 13,993 $514K
Belpointe Asset Management LLC 0.04% Add +4.3% 13,978 $514K
Five Oceans Advisors 0.26% No change 13,968 $513K
Heritage Financial Services, LLC 0.08% No change 13,782 $507K
Capital Investment Advisory Services, LLC 0.05% Reduce -26.9% 13,777 $506K
Unison Advisors LLC 0.05% Reduce -20.6% 13,730 $505K
Orion Porfolio Solutions, LLC 0.01% Add +41.5% 13,681 $503K
Orion Portfolio Solutions, LLC 0.01% Add +41.5% 13,681 $503K
Cwm, LLC 0.00% Add +89.9% 13,594 $500K
OneDigital Investment Advisors LLC 0.01% Reduce -2.1% 13,414 $493K
Hanover Advisors Inc. 0.20% Add +13.6% 13,238 $486K
Presidio Capital Management, LLC 0.35% New 13,232 $486K
Hemington Wealth Management 0.17% Reduce -12.4% 12,879 $474K
Park Avenue Securities LLC 0.01% Reduce -1.4% 12,676 $466K
Tarbox Family Office, Inc. 0.08% Reduce -4.3% 12,612 $463K
BBR Partners, LLC 0.04% Add +72.2% 12,355 $454K
RAM Investment Partners, LLC 0.14% Reduce -2.4% 12,240 $450K
Clark Asset Management, LLC 0.14% No change 12,137 $446K
Fifth Third Bancorp 0.00% Add +4.1% 11,782 $433K
Tranquility Partners, LLC 0.17% Add +6.6% 11,762 $432K
Brighton Jones LLC 0.02% Reduce -28.7% 11,742 $432K
Forthright Family Wealth Advisory LLC 0.29% Reduce -5.2% 11,736 $431K
One Charles Private Wealth Services, LLC 0.19% No change 11,721 $431K
Waterfront Wealth Inc. 0.12% No change 11,387 $415K
Clayton Financial Group LLC 0.19% New 11,302 $415K
Samalin Investment Counsel, LLC 0.20% Add +6.2% 11,199 $412K
BOK Financial Private Wealth, Inc. 0.03% No change 11,185 $411K
Tower Research Capital LLC (TRC) 0.01% New 11,160 $410K
Gemmer Asset Management LLC 0.05% Reduce -3.1% 11,027 $405K
Vision Capital Management, Inc. 0.06% Reduce -11.8% 10,931 $402K
O'shaughnessy Asset Management, LLC 0.00% Add +24.9% 10,876 $400K
Prevail Innovative Wealth Advisors, LLC 0.15% Reduce -39.0% 10,785 $396K
Evergreen Capital Management LLC 0.01% No change 10,764 $396K
Citizens Financial Group Inc. 0.01% Add +0.4% 10,749 $395K
Institute for Wealth Management, LLC. 0.05% New 10,552 $388K
Bromfield Sneider Wealth Advisors 0.24% Add +9.3% 10,432 $383K
Wealthspan Partners, LLC 0.23% Add +44.4% 10,405 $382K
Mission Wealth Management, LP 0.01% Add +56.1% 10,312 $379K
Silver Oak Advisory Group, Inc. 0.21% No change 10,208 $376K
Narus Financial Partners, LLC 0.16% Add +0.3% 9,990 $367K
First National Corp. /Ma/ 0.09% No change 10,678 $367K
Beta Wealth Group, Inc. 0.18% Reduce -22.2% 9,902 $364K
Klingman & Associates, LLC 0.03% No change 9,721 $357K
Cassady Schiller Wealth Management, LLC 0.16% No change 9,697 $356K
RTD Financial Advisors, Inc. 0.05% No change 9,678 $356K
Partners in Financial Planning 0.08% Add +24.6% 9,291 $341K
Clearstead Advisors, LLC 0.02% Reduce -24.6% 8,986 $337K
Private Portfolio Partners LLC 0.07% Reduce -2.2% 8,823 $324K
Alkeme Wealth, LLC 0.15% Add +0.2% 8,807 $324K
Financial Symmetry Inc 0.28% No change 8,701 $320K
Curi Capital, LLC 0.01% New 8,506 $313K
Private Capital Management LLC 0.07% No change 8,472 $311K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.1% 8,468 $311K
Litman Gregory Wealth Management LLC 0.03% Add +0.2% 8,466 $311K
Flagstone Financial Management 0.12% Reduce -5.2% 8,416 $309K
Seaside Wealth Management, Inc. 0.13% Reduce -2.1% 8,362 $307K
Qube Research & Technologies Ltd 0.00% Add +60.7% 8,351 $307K
Pinnacle Financial Partners Inc 0.01% No change 8,335 $306K
Single Point Partners, LLC 0.07% No change 8,270 $304K
Douglass Winthrop Advisors, LLC 0.01% New 8,240 $303K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 8,225 $302K
Capital Investment Advisors, LLC 0.01% No change 8,216 $302K
Evoke Wealth, LLC 0.01% New 8,164 $300K
BOS Asset Management, LLC 0.16% No change 8,120 $298K
Brand Asset Management Group, Inc. 0.13% No change 8,073 $297K
Brown Advisory Inc. 0.00% New 8,023 $295K
Concourse Financial Group Securities, Inc. 0.02% No change 7,900 $290K
Fiduciary Trust Co 0.00% No change 7,791 $286K
Zacks Investment Management 0.00% New 7,599 $279K
Oppenheimer & Co. Inc. 0.00% New 7,595 $279K
Wealthcare Advisory Partners LLC 0.01% Add +5.9% 7,467 $274K
Baker Avenue Asset Management, LP 0.01% New 7,400 $272K
Commerce Bank 0.00% Reduce -2.0% 7,306 $268K
Red Tortoise LLC 0.15% No change 7,288 $268K
RS Crum Inc. 0.07% No change 7,272 $267K
Westmount Partners, LLC 0.10% Reduce -14.0% 7,262 $267K
Goldstein Advisors, LLC 0.04% No change 7,116 $262K
Hartline Investment Corp./ 0.05% New 7,043 $259K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% New 7,043 $259K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 7,021 $258K
Matisse Capital 0.12% No change 7,000 $257K
Renasant Bank 0.18% New 6,941 $255K
SVB Wealth LLC 0.01% Add +0.1% 6,899 $254K
Shufro Rose & Co. LLC 0.02% No change 6,838 $251K
FineMark National Bank & Trust 0.01% New 6,773 $249K
VERITY Wealth Advisors 0.19% No change 6,771 $249K
Sandy Spring Bank 0.01% Add +30.8% 6,725 $247K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 6,443 $237K
Vance Wealth, LLC 0.09% New 6,384 $235K
Clear Creek Financial Management, LLC 0.03% No change 6,244 $229K
Pinnacle Bancorp, Inc. 0.07% Add +0.0% 6,209 $228K
Rockwood Wealth Management, LLC 0.03% No change 6,199 $228K
Intrua Financial, LLC 0.03% No change 6,045 $222K
Heritage Investment Group, Inc. 0.03% No change 6,036 $222K
Accel Wealth Management 0.09% No change 6,039 $222K
Physician Wealth Advisors, Inc. 0.05% No change 6,219 $221K
Meridian Investment Counsel Inc. 0.07% No change 6,005 $221K
Studio Investment Management LLC 0.05% Add +81.3% 6,004 $221K
Grant Street Asset Management, Inc. 0.07% Reduce -0.9% 5,946 $219K
Argent Trust Co 0.01% Reduce -10.1% 5,889 $216K
Grandfield & Dodd, LLC 0.01% No change 5,856 $215K
Greenspring Advisors, LLC 0.05% New 5,850 $215K
Mowery & Schoenfeld Wealth Management, LLC 0.41% Reduce -7.6% 5,772 $212K
Pure Financial Advisors, LLC 0.01% Reduce -1.9% 5,768 $212K
Fortis Advisors, LLC 0.14% New 5,763 $212K
Davis R M Inc. 0.00% New 5,619 $206K
Prospera Financial Services Inc 0.01% New 5,608 $206K
Integrated Advisors Network LLC 0.01% New 5,601 $206K
Simplicity Wealth,LLC 0.00% New 5,518 $203K
B.O.S.S. Retirement Advisors, LLC 0.08% Reduce -12.4% 5,885 $202K
Private Trust Co. NA 0.02% Add +10.2% 5,502 $202K
Roble, Belko & Company, Inc 0.03% No change 5,184 $191K
Silver Oak Securities, Incorporated 0.03% Reduce -77.3% 4,566 $168K
Aptus Capital Advisors, LLC 0.00% Add +16.5% 4,099 $151K
McIlrath & Eck, LLC 0.02% No change 3,678 $135K
Sage Mountain Advisors LLC 0.01% No change 3,329 $122K
True Wealth Design, LLC 0.03% Reduce -3.2% 3,237 $119K
Global Retirement Partners, LLC 0.00% No change 3,136 $115K
Franklin Resources Inc. 0.00% Reduce -2.6% 3,100 $114K
Oxford Financial Group, LTD. LLC 0.01% No change 2,900 $107K
TFC Financial Management, Inc. 0.02% Add +0.2% 2,897 $106K
IFP Advisors, Inc 0.00% Add +31.6% 2,647 $97K
Harbor Investment Advisory, LLC 0.01% No change 2,460 $90K
Geneos Wealth Management Inc. 0.00% Reduce -14.8% 2,305 $85K
CIBC Private Wealth Group LLC 0.00% New 2,295 $84K
Coston, McIsaac & Partners 0.03% Add +0.3% 2,269 $83K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -44.1% 2,248 $83K
Orion Capital Management LLC 0.04% No change 2,176 $80K
Thompson Investment Management, Inc. 0.01% No change 1,963 $72K
Pacific Center for Financial Services 0.02% No change 1,852 $68K
Blue Trust, Inc. 0.00% Reduce -40.5% 1,772 $65K
Sittner & Nelson, LLC 0.03% No change 1,721 $63K
Cullen/Frost Bankers, Inc. 0.00% New 1,532 $56K
Capital Advisors, Ltd. LLC 0.01% No change 1,423 $52K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -3.4% 1,175 $43K
Private Wealth Management Group, LLC 0.02% No change 1,146 $42K
LifeSteps Financial, Inc. 0.03% New 1,116 $41K
First Manhattan Co. Llc. 0.00% No change 1,066 $39K
Glen Eagle Advisors, LLC 0.01% No change 1,050 $39K
DecisionPoint Financial, LLC 0.01% No change 1,035 $38K
FAS Wealth Partners, Inc. 0.00% No change 1,020 $37K
Parkside Financial Bank & Trust 0.01% Reduce -63.2% 890 $33K
Laurel Wealth Advisors LLC 0.01% No change 838 $31K
FMR LLC 0.00% Reduce -18.5% 829 $30K
Grand Wealth Management, LLC 0.01% No change 737 $27K
SYM FINANCIAL Corp 0.00% No change 616 $23K
Key Financial Inc 0.01% No change 576 $21K
Harbour Investments, Inc. 0.00% Reduce -91.2% 556 $20K
Barrett & Company, Inc. 0.01% No change 549 $20K
Truvestments Capital LLC 0.01% Reduce -5.7% 532 $20K
Providence Capital Advisors, LLC 0.00% New 374 $14K
Pineridge Advisors LLC 0.00% No change 367 $13K
Sound Income Strategies, LLC 0.00% No change 342 $13K
Elevation Wealth Partners, LLC 0.01% No change 328 $12K
Howe & Rusling Inc. 0.00% New 313 $12K
Dunhill Financial, LLC 0.01% No change 301 $11K
Signature Resources Capital Management, LLC 0.01% No change 303 $10K
NorthRock Partners, LLC 0.00% No change 258 $9K
American Capital Advisory, LLC 0.01% Add +903.7% 271 $9K
Bear Mountain Capital, Inc. 0.00% No change 229 $8K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -52.2% 186 $7K
Northwest Investment Counselors, LLC 0.00% New 160 $6K
Archer Investment Corp 0.00% Add +488.5% 153 $6K
Jamison Private Wealth Management, Inc. 0.00% New 111 $0

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