Dimensional International VaDFIVETF
13F holders, Q2 2024 (June 30)505holders +20
40new positions
26sold out
2famous investors
$35.69avg. 13F price*
At the end of Q2 2024, 505 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 20 from Q1 2024. 40 opened new positions and 26 sold out. The largest holders were Mercer Global Advisors Inc. ($553.3M), Envestnet Asset Management Inc. ($526.8M) and Buckingham Strategic Wealth, LLC ($401.4M). 2 famous investors held it, including 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 Va
- CUSIP
- 25434V807
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $86.0M |
| Exits | 26 | $77.1M |
All 13F filers, Q1 2024 → Q2 2024: 18,140,561 shares bought and 3,550,660 shares sold, net +14,589,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 505 holders
| Mercer Global Advisors Inc. | 1.51% | Add +12.7% | 16,708,621 | $553.3M |
| Envestnet Asset Management Inc. | 0.18% | Add +14.3% | 14,657,246 | $526.8M |
| Buckingham Strategic Wealth, LLC | 4.16% | Reduce -1.0% | 11,169,824 | $401.4M |
| Savant Capital, LLC | 2.61% | Add +15.3% | 7,264,539 | $261.1M |
| Northern Trust Corp. | 0.04% | Add +2.8% | 6,703,413 | $240.9M |
| PNC Financial Services Group, Inc. | 0.15% | Add +12.4% | 6,117,707 | $219.9M |
| Focus Partners Advisor Solutions, LLC | 3.98% | Add +3.4% | 4,216,629 | $151.5M |
| Jane Street Group, LLC | 0.15% | Add +170.0% | 3,953,828 | $142.1M |
| Index Fund Advisors, Inc. | 7.45% | Add +0.6% | 3,668,389 | $131.8M |
| Creative Planning | 0.14% | Add +39.3% | 3,616,919 | $130.0M |
| Foster Group, Inc. | 5.02% | Add +84.8% | 3,550,210 | $127.6M |
| HighTower Advisors, LLC | 0.16% | Add +1.5% | 2,823,511 | $101.5M |
| Plancorp, LLC | 4.12% | Add +1.0% | 2,644,853 | $95.1M |
| Modera Wealth Management, LLC | 1.39% | Reduce -1.2% | 2,626,373 | $94.4M |
| Corient Private Wealth LP | 0.15% | Add +4.2% | 2,404,702 | $86.4M |
| Cerity Partners LLC | 0.22% | Add +16.5% | 2,279,286 | $81.9M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +0.5% | 2,052,787 | $73.8M |
| Falcon Wealth Planning | 8.46% | Add +64.2% | 1,813,059 | $65.2M |
| Team Hewins, LLC | 26.90% | Reduce -0.2% | 1,801,917 | $64.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.92% | Reduce -0.7% | 1,775,536 | $63.8M |
| Choreo, LLC | 1.05% | Add +3.9% | 1,729,296 | $62.4M |
| EP Wealth Advisors, LLC | 0.66% | Add +10.7% | 1,735,983 | $62.4M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +4.8% | 1,727,518 | $62.1M |
| Jackson Thornton Wealth Management, LLC | 8.86% | Add +8.4% | 1,610,201 | $57.9M |
| LPL Financial LLC | 0.03% | Add +27.5% | 1,551,043 | $55.7M |
| Dixon Fnancial Services, Inc. | 28.35% | Reduce -0.4% | 1,406,970 | $50.6M |
| TCI Wealth Advisors, Inc. | 4.22% | Add +3.3% | 1,245,340 | $44.8M |
| Apella Capital, LLC | 1.93% | Add +6.8% | 1,187,056 | $43.2M |
| Evanson Asset Management, LLC | 3.17% | Add +3.5% | 1,199,615 | $43.1M |
| Confluence Wealth Services, Inc. | 3.37% | Add +9.0% | 1,176,299 | $42.3M |
| UBS Group AG | 0.01% | Add +0.7% | 1,107,320 | $39.8M |
| Beaird Harris Wealth Management, LLC | 3.48% | Reduce -10.9% | 1,028,275 | $37.0M |
| True Link Financial Advisors, LLC | 3.42% | Add +1.7% | 1,025,300 | $36.8M |
| Planning Center, Inc. | 4.09% | Add +0.0% | 870,636 | $31.3M |
| Royal Bank of Canada | 0.01% | Add +33.3% | 855,030 | $30.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.77% | Add +0.4% | 853,901 | $30.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +18.0% | 829,457 | $29.8M |
| Strategic Financial Services, Inc. | 1.86% | Add +1.5% | 819,871 | $29.5M |
| Verus Financial Partners, Inc. | 3.32% | Add +3.0% | 795,576 | $28.6M |
| Sachem Hill LLC | 5.86% | Add +5.6% | 760,428 | $27.3M |
| Willow Creek Wealth Management Inc. | 3.05% | Reduce -1.0% | 746,492 | $26.8M |
| Hill Investment Group Partners, LLC | 3.53% | Reduce -0.8% | 708,902 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +4.2% | 726,289 | $26.1M |
| Keb Asset Management, LLC | 8.67% | Add +2.7% | 717,568 | $25.8M |
| Total Wealth Planning, LLC | 4.19% | Add +5.2% | 684,300 | $25.5M |
| M Holdings Securities, Inc. | 3.14% | New | 674,288 | $24.2M |
| Merriman Wealth Management, LLC | 1.02% | Add +0.2% | 651,487 | $23.4M |
| Wealth Architects, LLC | 2.85% | Add +1.9% | 648,081 | $23.3M |
| Cetera Investment Advisers | 0.05% | Add +7.2% | 629,238 | $22.6M |
| Trinity Financial Advisors LLC | 9.69% | Add +2.0% | 602,094 | $21.6M |
| Efficient Frontier Advisors LLC | 14.47% | Add +0.8% | 571,292 | $20.5M |
| Sequoia Financial Advisors, LLC | 0.25% | Add +0.8% | 568,794 | $20.4M |
| Earned Wealth Advisors, LLC | 7.74% | Add +1.6% | 567,229 | $20.4M |
| Exencial Wealth Advisors, LLC | 0.76% | Add +3.3% | 563,393 | $20.2M |
| Invst, LLC | 2.23% | New | 558,972 | $20.2M |
| McGlone Suttner Wealth Management, Inc. | 3.94% | Reduce -12.7% | 558,304 | $19.2M |
| Bank of America Corp. | 0.00% | Add +40.1% | 513,745 | $18.5M |
| Bayshore Asset Management, LLC | 8.80% | Add +0.1% | 486,740 | $17.5M |
| CFS Investment Advisory Services, LLC | 1.40% | Add +0.5% | 480,754 | $17.3M |
| Lakeshore Financial Planning, Inc. | 8.18% | Add +1.6% | 466,141 | $16.8M |
| Market Street Wealth Management Advisors LLC | 2.76% | Add +0.6% | 447,185 | $16.1M |
| PBMares Wealth Management LLC | 3.91% | Add +0.7% | 443,431 | $15.9M |
| Forum Financial Management, LP | 0.29% | Reduce -2.4% | 440,215 | $15.8M |
| Integrated Wealth Concepts LLC | 0.22% | Add +15.8% | 439,276 | $15.8M |
| Riversedge Advisors, LLC | 3.79% | New | 432,417 | $15.5M |
| Acropolis Investment Management, LLC | 0.98% | Add +7.5% | 430,485 | $15.5M |
| McLean Asset Management Corp | 4.97% | Reduce -0.2% | 417,499 | $15.4M |
| Fiduciary Financial Group, LLC | 3.64% | — | 403,927 | $15.1M |
| Wescott Financial Advisory Group, LLC | 1.67% | Reduce -7.1% | 399,890 | $14.4M |
| Peirce Capital Management, LLC | 7.35% | Add +5.8% | 386,414 | $13.9M |
| Dopkins Wealth Management, LLC | 8.43% | Add +0.6% | 385,768 | $13.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 379,497 | $13.6M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 378,062 | $13.6M |
| FMFE Wealth Management, LLC | 12.49% | Add +2.8% | 374,246 | $13.5M |
| Disciplined Equity Management, Inc. | 8.84% | Add +0.8% | 373,383 | $13.4M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.1% | 371,918 | $13.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +14.1% | 371,332 | $13.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.7% | 361,862 | $13.0M |
| Shearwater Capital LLC | 9.45% | Reduce -0.1% | 357,806 | $12.9M |
| First Command Advisory Services, Inc. | 0.13% | Reduce -35.4% | 348,044 | $12.5M |
| Captrust Financial Advisors | 0.04% | Add +0.5% | 346,911 | $12.5M |
| Rather & Kittrell, Inc. | 3.34% | Reduce -1.1% | 337,943 | $12.1M |
| Root Financial Partners, LLC | 2.81% | Add +31.7% | 333,678 | $12.0M |
| Squire Investment Management Company, LLC | 6.76% | Add +7.1% | 331,513 | $11.9M |
| Fortress Wealth Management, Inc. | 6.08% | Add +3.1% | 330,613 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.5% | 329,330 | $11.8M |
| Claris Advisors, LLC / Mo / | 6.08% | Reduce -2.1% | 328,503 | $11.8M |
| Cowa, LLC | 6.24% | Add +24.7% | 325,662 | $11.7M |
| MBB Public Markets I LLC | 0.24% | Reduce -9.7% | 321,873 | $11.6M |
| Sax Wealth Advisors, LLC | 1.08% | Add +11.6% | 316,752 | $11.4M |
| Kraft Asset Management, LLC | 9.56% | Reduce -2.8% | 316,463 | $11.4M |
| Ruedi Wealth Management, Inc. | 4.36% | Add +14.7% | 307,898 | $11.1M |
| EnRich Financial Partners LLC | 4.02% | Reduce -1.2% | 304,642 | $10.9M |
| Quent Capital, LLC | 1.20% | Add +18.0% | 304,126 | $10.9M |
| Equitable Holdings, Inc. | 0.11% | Add +4.6% | 302,981 | $10.9M |
| N.E.W. Advisory Services LLC | 1.15% | Reduce -34.6% | 297,730 | $10.7M |
| KM Capital Management Ltd. | 5.52% | Reduce -10.8% | 296,663 | $10.7M |
| Apeiron RIA LLC | 3.19% | Reduce -2.1% | 289,783 | $10.4M |
| Tobias Financial Advisors, Inc. | 2.17% | Add +14.6% | 280,539 | $10.1M |
| Cardiff Park Advisors, LLC | 0.95% | Add +3.8% | 273,734 | $9.8M |
| Raymond James & Associates | 0.01% | Add +6.5% | 270,985 | $9.7M |
| DiNuzzo Private Wealth, Inc. | 1.31% | Reduce -1.3% | 269,804 | $9.7M |
| Meritas Wealth Management, LLC | 6.82% | Reduce -0.2% | 269,051 | $9.7M |
| Lauterbach Financial Advisors, LLC | 6.32% | Add +2.6% | 270,151 | $9.6M |
| Old Mission Capital LLC | 0.25% | Reduce -12.9% | 265,157 | $9.5M |
| Sterling Financial Planning, Inc. | 3.77% | Add +7.5% | 258,298 | $9.3M |
| Financial Connections Group, Inc. | 4.63% | Add +0.8% | 248,156 | $8.9M |
| Monograph Wealth Advisors, LLC | 1.29% | Add +25.5% | 245,170 | $8.8M |
| Tillman Hartley LLC | 2.97% | Add +1.3% | 241,505 | $8.7M |
| Baker Boyer National Bank | 3.01% | Reduce -0.7% | 240,085 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +0.9% | 238,880 | $8.6M |
| Vestia Personal Wealth Advisors | 9.15% | — | 238,666 | $8.6M |
| ShankerValleau Wealth Advisors, Inc. | 3.59% | Reduce -1.6% | 233,094 | $8.4M |
| Pallas Capital Advisors LLC | 0.38% | Add +5.6% | 225,400 | $8.4M |
| Robinswood Financial LLC | 3.34% | Add +3.4% | 229,916 | $8.3M |
| Elevate Wealth Advisory, Inc. | 6.66% | Add +10.1% | 228,309 | $8.2M |
| Austin Asset Management Co Inc | 1.69% | Add +11.9% | 221,254 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.9% | 218,534 | $7.9M |
| Aspiriant, LLC | 0.32% | Reduce -5.0% | 216,394 | $7.8M |
| Disciplined Investments, LLC | 4.11% | Add +3.5% | 214,721 | $7.7M |
| VeraBank, N.A. | 2.39% | Add +1.6% | 213,974 | $7.7M |
| Andrews, Lucia Wealth Management LLC | 5.23% | No change | 203,772 | $7.5M |
| Destiny Wealth Partners, LLC | 1.29% | Add +2.7% | 199,927 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +25.2% | 199,131 | $7.2M |
| Cedar Point Capital Partners, LLC | 5.36% | Add +0.2% | 199,095 | $7.2M |
| Werba Rubin Papier Wealth Management | 1.97% | Add +23.2% | 199,069 | $7.2M |
| Perritt Capital Management Inc | 3.76% | Add +2.9% | 191,765 | $6.9M |
| Altiora Financial Group, LLC | 1.64% | No change | 189,499 | $6.8M |
| Symmetry Partners, LLC | 0.35% | Add +5.5% | 188,292 | $6.8M |
| WNY Asset Management, LLC | 0.89% | Reduce -6.2% | 186,689 | $6.7M |
| Lane & Associates LLC | 3.95% | Add +40.6% | 186,455 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.7% | 183,617 | $6.6M |
| Mraz, Amerine & Associates, Inc. | 1.28% | Add +19.5% | 173,700 | $6.2M |
| FinDec Wealth Services, Inc. | 3.92% | Reduce -0.1% | 172,654 | $6.2M |
| Financial Futures Ltd Liability Co. | 3.84% | Reduce -2.2% | 172,023 | $6.2M |
| Fonville Wealth Management LLC | 2.44% | Add +12.1% | 171,338 | $6.2M |
| Northwest Wealth Management, LLC | 1.54% | Add +3.8% | 165,639 | $6.0M |
| 1900 Wealth Management LLC | 0.54% | Reduce -8.4% | 160,090 | $5.8M |
| Cordant, Inc. | 3.17% | Add +20.0% | 158,055 | $5.7M |
| Oceanside Advisors LLC | 4.58% | Add +2.5% | 157,804 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +27.1% | 157,059 | $5.6M |
| Strategic Investment Solutions, Inc. | 1.82% | — | 151,288 | $5.6M |
| Waverly Advisors, LLC | 0.11% | New | 154,542 | $5.6M |
| AE Wealth Management LLC | 0.05% | Add +7.8% | 152,258 | $5.5M |
| Phillips Financial Management, LLC | 0.45% | Add +2.1% | 151,925 | $5.5M |
| Aerodigm Wealth, LLC | 2.44% | Add +93.8% | 147,362 | $5.3M |
| Aveo Capital Partners, LLC | 0.60% | Reduce -1.0% | 146,182 | $5.3M |
| G2 Capital Management, LLC / Oh | 1.61% | Add +4.4% | 144,245 | $5.2M |
| Larson Financial Group LLC | 0.35% | Reduce -0.7% | 144,080 | $5.2M |
| Del-Sette Capital Management, LLC | 4.24% | New | 143,641 | $5.2M |
| Allworth Financial LP | 0.03% | Reduce -1.8% | 138,085 | $5.1M |
| Kings Path Partners LLC | 2.33% | — | 137,557 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +25.0% | 137,153 | $4.9M |
| Stone Summit Wealth LLC | 1.72% | Add +2.9% | 133,737 | $4.8M |
| Shotwell Rutter Baer Inc | 4.21% | Add +1.0% | 130,485 | $4.7M |
| Maryland Capital Advisors Inc. | 2.53% | Add +0.9% | 130,929 | $4.7M |
| Mariner, LLC | 0.01% | Add +6.0% | 130,160 | $4.7M |
| REAP Financial Group, LLC | 1.24% | Add +18.6% | 128,659 | $4.6M |
| Valued Retirements, Inc. | 6.92% | Add +10.3% | 126,788 | $4.6M |
| Whittier Trust Co. | 0.06% | Add +0.0% | 121,136 | $4.4M |
| Betterment LLC | 0.01% | Add +18.2% | 120,391 | $4.3M |
| M Financial Asset Management, Inc. | 16.47% | Reduce -21.6% | 118,893 | $4.3M |
| Laurel Wealth Planning LLC | 2.89% | Reduce -10.0% | 115,521 | $4.2M |
| Fischer Investment Strategies, LLC | 4.03% | Reduce -2.5% | 114,877 | $4.1M |
| Visionary Wealth Advisors | 0.27% | Add +1.6% | 113,361 | $4.1M |
| Compass Financial Group, Inc. | 2.00% | Add +0.3% | 109,333 | $4.0M |
| Rf&l Wealth Management, LLC | 3.01% | Add +1.9% | 109,940 | $4.0M |
| EverSource Wealth Advisors, LLC | 0.26% | Reduce -0.9% | 104,598 | $3.9M |
| Spire Wealth Management | 0.14% | Reduce -1.1% | 106,883 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.8% | 105,839 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.36% | Add +5.8% | 103,810 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +32.0% | 103,415 | $3.7M |
| Perigon Wealth Management, LLC | 0.11% | Add +5.4% | 102,859 | $3.7M |
| Porter White Investment Advisors, Inc. | 1.94% | Reduce -0.3% | 100,903 | $3.6M |
| Lam Group, Inc. | 2.98% | Add +0.1% | 98,283 | $3.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.52% | Add +1.5% | 97,477 | $3.5M |
| Cwm, LLC | 0.02% | Add +607.5% | 96,173 | $3.5M |
| Great Oak Capital Partners, LLC | 1.29% | New | 96,423 | $3.4M |
| Barnes Pettey Financial Advisors, LLC | 2.94% | Add +39.6% | 95,155 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -9.6% | 94,782 | $3.4M |
| Ariadne Wealth Management, LP | 2.65% | — | 93,958 | $3.4M |
| Armbruster Capital Management, Inc. | 0.68% | Reduce -1.2% | 91,569 | $3.3M |
| Awm Capital, LLC | 0.50% | Reduce -1.1% | 91,551 | $3.3M |
| Certified Advisory Corp | 0.41% | Add +147.7% | 90,533 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +320.2% | 89,730 | $3.2M |
| Beacon Harbor Wealth Advisors, Inc. | 0.84% | Add +2.3% | 89,585 | $3.2M |
| Investmark Advisory Group LLC | 1.69% | Add +12.2% | 87,958 | $3.2M |
| Avior Wealth Management, LLC | 0.14% | Add +4.8% | 87,352 | $3.1M |
| Mather Group, Llc. | 0.04% | Reduce -2.5% | 84,982 | $3.1M |
| OMNI 360 Wealth, Inc. | 2.37% | Add +11.4% | 86,769 | $3.1M |
| TruNorth Capital Management, LLC | 1.01% | Reduce -0.4% | 86,364 | $3.1M |
| Carlson Capital Management | 0.14% | Reduce -0.2% | 85,180 | $3.1M |
| Tortoise Investment Management, LLC | 0.35% | Add +36.1% | 84,686 | $3.0M |
| FMB Wealth Management | 2.31% | Reduce -1.2% | 84,644 | $3.0M |
| RFG Advisory, LLC | 0.10% | Reduce -0.0% | 83,157 | $3.0M |
| Tilson Financial Group, Inc. | 3.01% | Add +11.8% | 82,811 | $3.0M |
| Cambridge Financial Group, LLC | 1.35% | Add +15.8% | 82,021 | $2.9M |
| Advisory Alpha, LLC | 0.12% | Reduce -42.8% | 81,544 | $2.9M |
| Bedel Financial Consulting, Inc. | 0.42% | Reduce -0.3% | 79,931 | $2.9M |
| Signet Financial Management, LLC | 0.38% | Reduce -0.9% | 79,374 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 78,718 | $2.8M |
| Red Lighthouse Investment Management, LLC | 1.18% | Reduce -3.2% | 78,047 | $2.8M |
| Private Ocean, LLC | 0.25% | Reduce -3.2% | 77,702 | $2.8M |
| Axiom Advisory, LLC | 0.03% | New | 74,281 | $2.7M |
| Addison Advisors LLC | 0.88% | Add +16.7% | 75,573 | $2.7M |
| Fund Evaluation Group, LLC | 0.16% | Add +1.7% | 74,666 | $2.7M |
| Mattern Wealth Management LLC | 0.64% | Add +99.7% | 74,270 | $2.7M |
| Adero Partners, LLC | 0.19% | Reduce -0.4% | 72,998 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 72,889 | $2.6M |
| Breakwater Capital Group | 0.59% | Add +28.3% | 72,818 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.9% | 72,049 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -0.2% | 71,303 | $2.6M |
| Allegiance Financial Group Advisory Services LLC | 0.94% | Add +2.8% | 68,158 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | — | 65,582 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -4.5% | 66,111 | $2.4M |
| Sterling Wealth Management, Inc. | 1.12% | Add +20.6% | 65,810 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -14.2% | 64,358 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Add +1.6% | 63,815 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +17.9% | 62,355 | $2.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Add +1.9% | 59,568 | $2.1M |
| Sentinel Trust Co. Lba | 0.26% | No change | 58,135 | $2.1M |
| Corus Family Wealth Advisors | 1.76% | No change | 56,349 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +3.5% | 55,512 | $2.0M |
| Verum Partners LLC | 0.65% | Reduce -3.1% | 55,477 | $2.0M |
| Family Legacy, Inc. | 0.71% | Add +1.7% | 55,434 | $2.0M |
| LexAurum Advisors, LLC | 0.49% | Add +6.1% | 55,323 | $2.0M |
| Jentner Corp | 0.65% | Add +0.2% | 54,659 | $2.0M |
| Family CFO Inc | 1.20% | Add +3.7% | 54,126 | $1.9M |
| Diversified Portfolios, Inc. | 0.26% | Reduce -1.8% | 54,120 | $1.9M |
| AQR Capital Management | 0.00% | Add +40.7% | 52,254 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +7.2% | 51,916 | $1.9M |
| CVA Family Office, LLC | 0.33% | Reduce -3.5% | 51,578 | $1.9M |
| Aviance Capital Partners, LLC | 0.26% | Reduce -4.4% | 51,530 | $1.9M |
| Farther Finance Advisors, LLC | 0.09% | Add +0.5% | 50,864 | $1.8M |
| Heritage Wealth Management, Inc./Texas | 1.13% | Add +1.2% | 50,358 | $1.8M |
| Morgan Stanley | 0.00% | Add +44.2% | 50,050 | $1.8M |
| Lodestone Wealth Management LLC | 0.94% | Add +0.3% | 49,629 | $1.8M |
| ARK & TLK Investments, LLC | 0.66% | Reduce -3.0% | 49,309 | $1.8M |
| Builder Investment Group Inc. | 0.46% | Add +1.1% | 47,408 | $1.7M |
| MAI Capital Management | 0.02% | Add +0.1% | 46,423 | $1.7M |
| Atlas Capital Advisors Inc. | 0.22% | Reduce -0.5% | 46,046 | $1.7M |
| JFS Wealth Advisors, LLC | 0.13% | Reduce -3.7% | 45,612 | $1.6M |
| MN Wealth Advisors, LLC | 0.95% | Add +3.4% | 45,315 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Add +1.9% | 43,804 | $1.6M |
| Herold Advisors, Inc. | 0.37% | Add +44.9% | 44,866 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +0.2% | 43,050 | $1.5M |
| JMG Financial Group, Ltd. | 0.06% | Add +13.8% | 41,345 | $1.5M |
| American Investment Services, Inc. | 0.26% | Reduce -3.8% | 41,133 | $1.5M |
| Krilogy Financial LLC | 0.11% | Add +1.8% | 41,064 | $1.5M |
| Yeomans Consulting Group, Inc. | 0.57% | Reduce -14.2% | 40,973 | $1.5M |
| Quarry Hill Advisors, LLC | 0.98% | Reduce -0.1% | 40,947 | $1.5M |
| Versant Capital Management, Inc | 0.37% | Reduce -16.3% | 40,648 | $1.5M |
| Seven Springs Wealth Group, LLC | 0.58% | Reduce -0.9% | 40,598 | $1.5M |
| TFO Wealth Partners, LLC | 0.28% | Reduce -3.8% | 40,045 | $1.4M |
| Global Trust Asset Management, LLC | 0.57% | Reduce -0.5% | 39,239 | $1.4M |
| Applied Capital LLC | 0.80% | Add +1.9% | 38,690 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +21.4% | 38,404 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Add +4.6% | 36,851 | $1.3M |
| Gemmer Asset Management LLC | 0.14% | Add +221.7% | 35,475 | $1.3M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -5.8% | 35,168 | $1.3M |
| Vance Wealth, LLC | 0.51% | Add +440.4% | 34,499 | $1.2M |
| Watershed Private Wealth LLC | 0.52% | Reduce -8.1% | 34,059 | $1.2M |
| LJI Wealth Management, LLC | 0.27% | Add +4.2% | 33,572 | $1.2M |
| JT Stratford LLC | 0.22% | Add +21.6% | 33,076 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -63.7% | 31,683 | $1.2M |
| SOL Capital Management CO | 0.14% | Add +13.2% | 32,115 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | Reduce -1.9% | 31,349 | $1.1M |
| Trademark Financial Management, LLC | 0.91% | Add +1.9% | 31,211 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +63.4% | 30,584 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.4% | 30,014 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,747 | $1.1M |
| Lutz Financial Services LLC | 0.09% | No change | 28,514 | $1.0M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -0.3% | 28,505 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -22.4% | 28,385 | $1.0M |
| Collective Family Office LLC | 0.30% | Add +0.0% | 28,098 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +137.9% | 28,031 | $1.0M |
| City State Bank | 0.41% | Add +36.9% | 27,983 | $1.0M |
| 25 LLC | 0.47% | Add +0.9% | 27,711 | $996K |
| Kaye Capital Management | 0.41% | Reduce -7.9% | 26,936 | $968K |
| Comerica Bank | 0.00% | No change | 26,380 | $948K |
| Strata Wealth Advisors, LLC | 0.32% | Add +0.6% | 26,077 | $937K |
| Mills Wealth Advisors LLC | 0.66% | No change | 25,794 | $927K |
| Legacy Financial Advisors, Inc. | 0.16% | New | 25,673 | $923K |
| Optivise Advisory Services LLC | 0.49% | — | 25,233 | $907K |
| Marcum Wealth, LLC | 0.09% | Add +1.5% | 25,102 | $902K |
| First Western Trust Bank | 0.04% | Reduce -0.1% | 24,158 | $868K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +16.6% | 23,952 | $861K |
| Sovereign Financial Group, Inc. | 0.21% | Add +26.6% | 23,812 | $856K |
| Clarity Capital Advisors, LLC | 0.66% | Add +7.1% | 23,731 | $853K |
| Prosperity Planning, Inc. | 0.29% | Reduce -3.5% | 23,362 | $840K |
| Encompass Wealth Advisors, LLC | 0.22% | Add +1.9% | 23,328 | $838K |
| Sunesis Advisors, LLC | 0.48% | No change | 22,653 | $814K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.1% | 22,398 | $805K |
| Legacy CG, LLC | 0.27% | Reduce -35.6% | 22,210 | $798K |
| Baker Tilly Wealth Management, LLC | 0.32% | No change | 21,851 | $785K |
| Ellenbecker Investment Group | 0.16% | Reduce -26.4% | 21,711 | $780K |
| Level Financial Advisors | 0.33% | Add +0.0% | 21,232 | $763K |
| Running Point Capital Advisors, LLC | 0.31% | Add +5.5% | 21,092 | $758K |
| Clayton Financial Group LLC | 0.32% | Add +78.6% | 20,184 | $742K |
| Asset Dedication, LLC | 0.05% | Reduce 0.0% | 20,480 | $736K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +11.3% | 20,204 | $726K |
| Mustard Seed Financial, LLC | 0.69% | Add +4.1% | 19,956 | $717K |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 19,670 | $707K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +42.1% | 19,446 | $699K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +42.1% | 19,446 | $699K |
| Quantum Financial Advisors, LLC | 0.12% | Reduce -20.3% | 19,294 | $693K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 19,279 | $693K |
| Advisory Services Network, LLC | 0.01% | Add +35.3% | 18,925 | $680K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 18,841 | $677K |
| Valued Wealth Advisors LLC | 0.44% | Add +1.9% | 17,760 | $638K |
| IFG Advisors, LLC | 0.15% | Add +14.5% | 17,596 | $632K |
| Advisory Services & Investments, LLC | 0.44% | Reduce -3.2% | 17,562 | $631K |
| PrairieView Partners, LLC | 0.07% | Add +0.0% | 17,488 | $628K |
| MB Generational Wealth, LLC | 0.49% | Reduce -0.3% | 17,425 | $626K |
| Quantinno Capital Management LP | 0.01% | Reduce -2.1% | 17,349 | $624K |
| Archvest Wealth Advisors, Inc. | 0.41% | Add +15.2% | 17,112 | $618K |
| Good Life Advisors, LLC | 0.05% | Reduce -0.1% | 17,068 | $613K |
| Able Wealth Management LLC | 0.50% | Reduce -36.3% | 16,866 | $606K |
| Montag A & Associates Inc. | 0.03% | Add +1.9% | 16,833 | $605K |
| RB Capital Management, LLC | 0.16% | Add +17.4% | 16,824 | $605K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -16.4% | 16,214 | $590K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -1.3% | 16,300 | $583K |
| Melfa Wealth Management, Inc. | 0.41% | Add +2.3% | 16,166 | $581K |
| Americana Partners, LLC | 0.04% | New | 15,894 | $571K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.5% | 15,775 | $567K |
| Sutton Place Investors LLC | 0.38% | Reduce -5.5% | 15,758 | $566K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -22.6% | 15,563 | $559K |
| Ballentine Partners, LLC | 0.01% | No change | 15,313 | $550K |
| Abacus Wealth Partners, LLC | 0.09% | Reduce -3.7% | 15,237 | $548K |
| Old Mission Investment Co LLC | 0.18% | Add +0.2% | 15,179 | $546K |
| Ironwood Financial, llc | 0.12% | Reduce -0.5% | 15,138 | $544K |
| Investment Advisory Group, LLC | 0.21% | Add +0.5% | 14,775 | $531K |
| Keybank National Association | 0.00% | No change | 14,416 | $518K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +2.9% | 14,177 | $510K |
| Blume Capital Management, Inc. | 0.12% | No change | 14,150 | $509K |
| Unison Advisors LLC | 0.06% | Add +1.7% | 13,963 | $502K |
| Zhang Financial LLC | 0.04% | Reduce -22.5% | 13,959 | $502K |
| Heritage Financial Services, LLC | 0.07% | No change | 13,782 | $495K |
| Elser Financial Planning, Inc | 0.08% | — | 13,710 | $493K |
| Arcadia Wealth Management, LLC | 0.28% | New | 13,530 | $486K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 13,461 | $484K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | New | 13,076 | $482K |
| Tarbox Family Office, Inc. | 0.08% | Add +2.0% | 12,862 | $462K |
| Mullaney, Keating & Wright, Inc. | 0.35% | — | 12,625 | $454K |
| Simplicity Wealth,LLC | 0.01% | Add +127.8% | 12,569 | $452K |
| Renaissance Technologies | 0.00% | Reduce -70.6% | 12,554 | $451K |
| Quadcap Wealth Management, LLC | 0.08% | New | 12,553 | $451K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.6% | 12,459 | $448K |
| Hemington Wealth Management | 0.15% | Reduce -3.3% | 12,457 | $447K |
| Tranquility Partners, LLC | 0.17% | Add +5.1% | 12,363 | $444K |
| BBR Partners, LLC | 0.04% | No change | 12,355 | $444K |
| RAM Investment Partners, LLC | 0.13% | No change | 12,240 | $440K |
| Clark Asset Management, LLC | 0.12% | No change | 12,137 | $436K |
| Five Oceans Advisors | 0.22% | Reduce -14.8% | 11,904 | $428K |
| Kathmere Capital Management, LLC | 0.04% | New | 11,808 | $424K |
| One Charles Private Wealth Services, LLC | 0.18% | No change | 11,721 | $421K |
| Zacks Investment Management | 0.00% | Add +53.0% | 11,626 | $418K |
| Hanover Advisors Inc. | 0.18% | Reduce -13.2% | 11,493 | $413K |
| Brighton Jones LLC | 0.01% | Reduce -2.9% | 11,407 | $410K |
| Waterfront Wealth Inc. | 0.11% | No change | 11,387 | $409K |
| Prevail Innovative Wealth Advisors, LLC | 0.14% | Add +5.2% | 11,343 | $408K |
| Park Avenue Securities LLC | 0.01% | Reduce -10.9% | 11,291 | $406K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 11,185 | $402K |
| Samalin Investment Counsel, LLC | 0.19% | Reduce -0.7% | 11,118 | $400K |
| First National Corp. /Ma/ | 0.09% | Add +2.7% | 10,963 | $394K |
| Citizens Financial Group Inc. | 0.01% | Add +2.0% | 10,962 | $394K |
| Vision Capital Management, Inc. | 0.06% | No change | 10,931 | $393K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,764 | $387K |
| Ieq Capital, LLC | 0.01% | New | 10,632 | $382K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Add +80.2% | 10,607 | $381K |
| Wealthspan Partners, LLC | 0.21% | Add +1.9% | 10,603 | $381K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,552 | $379K |
| Eclectic Associates Inc. | 0.16% | New | 10,276 | $369K |
| Silver Oak Advisory Group, Inc. | 0.20% | No change | 10,208 | $366K |
| Forthright Family Wealth Advisory LLC | 0.23% | Reduce -14.8% | 10,003 | $360K |
| Sandy Spring Bank | 0.02% | Add +47.1% | 9,891 | $355K |
| Narus Financial Partners, LLC | 0.14% | Reduce -2.0% | 9,787 | $352K |
| Klingman & Associates, LLC | 0.02% | No change | 9,721 | $349K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 9,678 | $348K |
| Argent Trust Co | 0.02% | Add +63.6% | 9,632 | $346K |
| Cassady Schiller Wealth Management, LLC | 0.14% | Reduce -1.2% | 9,579 | $344K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.7% | 9,455 | $340K |
| Partners in Financial Planning | 0.07% | Add +0.9% | 9,377 | $337K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +13.1% | 9,306 | $334K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.48% | Add +59.5% | 9,205 | $331K |
| MIdWestOne Financial Group, Inc. | 0.06% | New | 9,171 | $330K |
| Beta Wealth Group, Inc. | 0.16% | Reduce -7.4% | 9,166 | $329K |
| Private Portfolio Partners LLC | 0.27% | Add +3.4% | 9,123 | $328K |
| Financial Symmetry Inc | 0.25% | Add +3.5% | 9,010 | $324K |
| Clearstead Advisors, LLC | 0.01% | No change | 8,986 | $323K |
| Alkeme Wealth, LLC | 0.15% | Add +2.0% | 8,982 | $323K |
| Curi Capital, LLC | 0.01% | Add +1.9% | 8,667 | $311K |
| Seaside Wealth Management, Inc. | 0.13% | Add +1.9% | 8,520 | $306K |
| Private Capital Management LLC | 0.06% | No change | 8,472 | $304K |
| Flagstone Financial Management | 0.11% | No change | 8,416 | $302K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,335 | $300K |
| SageView Advisory Group, LLC | 0.02% | New | 8,270 | $297K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,216 | $295K |
| BOS Asset Management, LLC | 0.14% | Add +0.8% | 8,188 | $294K |
| FineMark National Bank & Trust | 0.01% | Add +20.1% | 8,133 | $292K |
| Brand Asset Management Group, Inc. | 0.12% | No change | 8,073 | $290K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -6.5% | 7,918 | $285K |
| Studio Investment Management LLC | 0.06% | Add +31.4% | 7,888 | $283K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -0.8% | 7,833 | $282K |
| Fiduciary Trust Co | 0.00% | No change | 7,791 | $280K |
| Pure Financial Advisors, LLC | 0.01% | Add +34.0% | 7,726 | $278K |
| Single Point Partners, LLC | 0.46% | Reduce -9.1% | 7,520 | $270K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $266K |
| Commerce Bank | 0.00% | No change | 7,306 | $263K |
| Red Tortoise LLC | 0.14% | No change | 7,288 | $262K |
| RS Crum Inc. | 0.07% | No change | 7,272 | $261K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.8% | 7,242 | $260K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $256K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 7,021 | $252K |
| Matisse Capital | 0.12% | No change | 7,000 | $252K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.0% | 6,991 | $251K |
| Coldstream Capital Management Inc. | 0.01% | New | 6,977 | $251K |
| Renasant Bank | 0.17% | No change | 6,941 | $249K |
| Shufro Rose & Co. LLC | 0.02% | Add +1.5% | 6,939 | $249K |
| SVB Wealth LLC | 0.01% | Add +0.6% | 6,938 | $249K |
| VERITY Wealth Advisors | 0.18% | No change | 6,771 | $243K |
| Brown Advisory Inc. | 0.00% | Reduce -16.1% | 6,732 | $242K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 6,219 | $232K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -13.6% | 6,454 | $232K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 6,443 | $232K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 6,442 | $232K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 6,253 | $225K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -0.8% | 6,158 | $221K |
| Grant Street Asset Management, Inc. | 0.07% | Add +2.0% | 6,063 | $218K |
| Intrua Financial, LLC | 0.04% | No change | 6,045 | $217K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $216K |
| Fortis Advisors, LLC | 0.15% | Add +2.0% | 5,877 | $211K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -5.5% | 5,856 | $210K |
| Grandfield & Dodd, LLC | 0.01% | No change | 5,856 | $210K |
| Greenspring Advisors, LLC | 0.05% | No change | 5,850 | $210K |
| Mission Wealth Management, LP | 0.01% | Reduce -43.5% | 5,824 | $209K |
| World Investment Advisors | 0.01% | New | 5,798 | $208K |
| Keel Point, LLC | 0.02% | New | 5,771 | $208K |
| Empower Advisory Group, LLC | 0.00% | New | 5,772 | $207K |
| Heritage Investment Group, Inc. | 0.03% | Reduce -6.9% | 5,620 | $202K |
| Integrated Advisors Network LLC | 0.01% | No change | 5,601 | $201K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 5,575 | $200K |
| Private Trust Co. NA | 0.02% | Reduce -2.6% | 5,357 | $193K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 4,566 | $164K |
| Roble, Belko & Company, Inc | 0.03% | Reduce -13.4% | 4,489 | $161K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.9% | 3,857 | $139K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,678 | $132K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $120K |
| True Wealth Design, LLC | 0.03% | No change | 3,237 | $116K |
| Franklin Resources Inc. | 0.00% | Add +2.0% | 3,162 | $114K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,136 | $113K |
| Ridgewood Investments LLC | 0.06% | New | 3,115 | $112K |
| TFC Financial Management, Inc. | 0.02% | Add +2.0% | 2,955 | $106K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,900 | $104K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,460 | $88K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,295 | $84K |
| Coston, McIsaac & Partners | 0.03% | Add +2.0% | 2,314 | $83K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,305 | $83K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $81K |
| Orion Capital Management LLC | 0.04% | Reduce -1.0% | 2,155 | $77K |
| Gradient Investments LLC | 0.00% | New | 2,100 | $75K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $71K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $67K |
| Blue Trust, Inc. | 0.00% | No change | 1,772 | $65K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,721 | $62K |
| Sit Investment Associates Inc. | 0.00% | New | 1,700 | $61K |
| Coppell Advisory Solutions LLC | 0.01% | — | 1,609 | $58K |
| Assetmark, Inc. | 0.00% | New | 1,583 | $57K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $51K |
| Parkside Financial Bank & Trust | 0.01% | Add +55.6% | 1,385 | $50K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +9.4% | 1,286 | $46K |
| IFP Advisors, Inc | 0.00% | Reduce -58.2% | 1,106 | $40K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,035 | $39K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $38K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,045 | $38K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,020 | $37K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -21.1% | 904 | $32K |
| FMR LLC | 0.00% | No change | 829 | $30K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 776 | $28K |
| West Financial Advisors, LLC | 0.01% | New | 666 | $24K |
| SYM FINANCIAL Corp | 0.00% | No change | 616 | $22K |
| Key Financial Inc | 0.01% | No change | 576 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $20K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 520 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.6% | 408 | $15K |
| Godsey & Gibb, Inc. | 0.00% | New | 401 | $14K |
| Abich Financial Wealth Management LLC | 0.01% | New | 376 | $14K |
| Providence Capital Advisors, LLC | 0.00% | No change | 374 | $13K |
| Pineridge Advisors LLC | 0.00% | No change | 367 | $13K |
| Parallel Advisors, LLC | 0.00% | New | 344 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 342 | $12K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 328 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $11K |
| Rothschild Investment LLC | 0.00% | New | 260 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +39.3% | 259 | $9K |
| NorthRock Partners, LLC | 0.00% | No change | 258 | $9K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 229 | $9K |
| Archer Investment Corp | 0.00% | No change | 153 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 139 | $5K |
| Principal Securities, Inc. | 0.00% | New | 111 | $4K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 68 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -90.0% | 27 | $928 |
| Strategic Financial Concepts, LLC | 0.00% | New | 10,769 | $292 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 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.