Dimensional International VaDFIVETF
13F holders, Q3 2024 (September 30)532holders +27
41new positions
16sold out
1famous investor
$38.03avg. 13F price*
At the end of Q3 2024, 532 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 27 from Q2 2024. 41 opened new positions and 16 sold out. The largest holders were Mercer Global Advisors Inc. ($734.4M), Envestnet Asset Management Inc. ($721.4M) and Focus Partners Wealth ($428.5M). One famous investor held it 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $552.2M |
| Exits | 16 | $48.1M |
All 13F filers, Q2 2024 → Q3 2024: 26,878,673 shares bought and 7,254,861 shares sold, net +19,623,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Mercer Global Advisors Inc. | 1.72% | Add +16.1% | 19,389,865 | $734.4M |
| Envestnet Asset Management Inc. | 0.23% | Add +29.3% | 18,945,456 | $721.4M |
| Focus Partners Wealth | 1.37% | New | 11,252,710 | $428.5M |
| Savant Capital, LLC | 2.45% | Add +6.6% | 7,746,055 | $295.0M |
| Northern Trust Corp. | 0.04% | Add +0.6% | 6,745,190 | $256.9M |
| PNC Financial Services Group, Inc. | 0.16% | Add +7.3% | 6,562,462 | $249.9M |
| Focus Partners Advisor Solutions, LLC | 3.34% | Reduce -1.2% | 4,166,846 | $158.7M |
| Index Fund Advisors, Inc. | 7.35% | Reduce -0.8% | 3,639,984 | $138.6M |
| Creative Planning | 0.13% | Reduce -1.5% | 3,563,358 | $135.7M |
| Foster Group, Inc. | 5.02% | Reduce -0.4% | 3,534,492 | $134.6M |
| HighTower Advisors, LLC | 0.18% | Add +14.5% | 3,231,889 | $123.1M |
| Corient Private Wealth LP | 0.16% | Add +10.5% | 2,656,769 | $101.2M |
| Plancorp, LLC | 4.11% | Add +0.1% | 2,646,910 | $100.8M |
| Modera Wealth Management, LLC | 1.27% | Reduce -0.1% | 2,623,512 | $99.9M |
| Cerity Partners LLC | 0.21% | Add +8.6% | 2,474,519 | $94.2M |
| EP Wealth Advisors, LLC | 0.69% | Add +21.0% | 2,100,342 | $80.0M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -7.0% | 1,909,848 | $72.7M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +7.9% | 1,864,253 | $71.0M |
| Team Hewins, LLC | 26.41% | Add +0.6% | 1,813,287 | $69.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.89% | Reduce -0.9% | 1,759,499 | $67.0M |
| Choreo, LLC | 0.98% | Add +1.9% | 1,762,156 | $66.7M |
| Jackson Thornton Wealth Management, LLC | 8.52% | Add +5.1% | 1,692,968 | $64.5M |
| LPL Financial LLC | 0.03% | Reduce -0.9% | 1,537,773 | $58.6M |
| Dixon Fnancial Services, Inc. | 28.25% | Reduce -0.7% | 1,397,171 | $53.2M |
| TCI Wealth Advisors, Inc. | 4.21% | Add +5.3% | 1,311,941 | $50.0M |
| Apella Capital, LLC | 1.97% | Add +6.8% | 1,267,578 | $48.0M |
| NorthCoast Asset Management LLC | 0.34% | New | 1,257,825 | $47.7M |
| Confluence Wealth Services, Inc. | 3.47% | Add +6.0% | 1,247,433 | $47.5M |
| Evanson Asset Management, LLC | 3.32% | Add +3.0% | 1,235,243 | $47.0M |
| Falcon Wealth Planning | 5.08% | Reduce -37.4% | 1,135,022 | $43.2M |
| UBS Group AG | 0.01% | Reduce -0.7% | 1,099,914 | $41.9M |
| True Link Financial Advisors, LLC | 3.55% | Add +7.1% | 1,098,326 | $41.8M |
| Beaird Harris Wealth Management, LLC | 3.62% | Add +5.8% | 1,087,484 | $41.4M |
| Kestra Investment Management, LLC | 1.74% | New | 1,064,220 | $40.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +17.1% | 971,454 | $37.0M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 924,583 | $35.2M |
| Planning Center, Inc. | 4.13% | Add +1.2% | 881,226 | $33.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.73% | Reduce -2.4% | 833,243 | $31.7M |
| Strategic Financial Services, Inc. | 1.85% | Add +0.0% | 820,053 | $31.2M |
| Verus Financial Partners, Inc. | 3.32% | Add +0.7% | 800,836 | $30.3M |
| Sachem Hill LLC | 5.97% | Add +1.6% | 772,215 | $29.4M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +1.8% | 739,314 | $28.2M |
| Keb Asset Management, LLC | 8.42% | Add +2.4% | 734,832 | $28.0M |
| Willow Creek Wealth Management Inc. | 2.92% | Reduce -2.2% | 730,066 | $27.8M |
| Total Wealth Planning, LLC | 4.32% | Add +6.3% | 727,283 | $27.7M |
| Wealth Architects, LLC | 2.94% | Add +5.2% | 681,820 | $26.0M |
| Hill Investment Group Partners, LLC | 3.56% | Add +0.1% | 709,240 | $25.6M |
| Merriman Wealth Management, LLC | 1.04% | Add +3.1% | 671,826 | $25.6M |
| Exencial Wealth Advisors, LLC | 0.83% | Add +8.0% | 608,344 | $23.2M |
| Cetera Investment Advisers | 0.05% | Reduce -5.7% | 593,353 | $22.6M |
| Efficient Frontier Advisors LLC | 14.23% | Add +1.1% | 577,561 | $22.0M |
| Trinity Financial Advisors LLC | 9.69% | Add +2.8% | 618,906 | $21.6M |
| Sequoia Financial Advisors, LLC | 0.23% | Reduce -1.3% | 561,701 | $21.4M |
| Bank of America Corp. | 0.00% | Add +8.9% | 559,634 | $21.3M |
| Earned Wealth Advisors, LLC | 6.43% | Reduce -2.1% | 555,135 | $21.1M |
| McGlone Suttner Wealth Management, Inc. | 4.23% | Reduce -4.4% | 533,855 | $20.3M |
| Riversedge Advisors, LLC | 4.45% | Add +19.2% | 515,301 | $19.6M |
| Prism Advisors, Inc. | 5.36% | New | 492,226 | $18.7M |
| CFS Investment Advisory Services, LLC | 1.54% | Add +0.4% | 482,685 | $18.4M |
| Root Financial Partners, LLC | 2.85% | Add +40.1% | 467,443 | $17.8M |
| Bayshore Asset Management, LLC | 7.92% | Reduce -4.8% | 463,614 | $17.7M |
| Market Street Wealth Management Advisors LLC | 2.83% | Add +1.2% | 452,686 | $17.2M |
| PBMares Wealth Management LLC | 3.56% | Add +0.8% | 447,156 | $17.0M |
| Acropolis Investment Management, LLC | 1.01% | Add +3.8% | 446,709 | $17.0M |
| Integrated Wealth Concepts LLC | 0.21% | Add +1.4% | 445,229 | $17.0M |
| Fiduciary Financial Group, LLC | 3.84% | Add +10.2% | 445,182 | $16.7M |
| Forum Financial Management, LP | 0.28% | Reduce -0.7% | 437,272 | $16.7M |
| Jane Street Group, LLC | 0.03% | Reduce -89.0% | 436,152 | $16.6M |
| McLean Asset Management Corp | 4.69% | Reduce -1.8% | 409,937 | $15.6M |
| Wescott Financial Advisory Group, LLC | 1.66% | Add +1.4% | 405,304 | $15.4M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 404,560 | $15.4M |
| Parkwoods Wealth Partners, LLC | 12.50% | — | 399,029 | $15.2M |
| Cowa, LLC | 7.08% | Add +19.9% | 390,394 | $14.9M |
| Peirce Capital Management, LLC | 7.24% | Reduce -2.0% | 378,581 | $14.4M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.1% | 371,593 | $14.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.6% | 367,827 | $14.0M |
| Disciplined Equity Management, Inc. | 8.75% | Reduce -2.5% | 364,126 | $13.9M |
| First Command Advisory Services, Inc. | 0.13% | Add +4.4% | 363,391 | $13.8M |
| Sax Wealth Advisors, LLC | 1.23% | Add +14.6% | 362,965 | $13.8M |
| Captrust Financial Advisors | 0.04% | Add +4.2% | 361,311 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.4% | 358,860 | $13.7M |
| Shearwater Capital LLC | 9.32% | Reduce -0.8% | 355,004 | $13.5M |
| Squire Investment Management Company, LLC | 6.42% | Add +6.9% | 354,445 | $13.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -5.1% | 352,527 | $13.4M |
| Rather & Kittrell, Inc. | 3.20% | Add +1.5% | 343,032 | $13.1M |
| Fortress Wealth Management, Inc. | 6.47% | Add +2.8% | 340,009 | $12.9M |
| Claris Advisors, LLC / Mo / | 5.54% | Add +2.1% | 335,324 | $12.8M |
| Farther Finance Advisors, LLC | 0.46% | Add +537.1% | 324,075 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.2% | 318,815 | $12.1M |
| Quent Capital, LLC | 1.23% | Add +4.4% | 317,621 | $12.1M |
| Ruedi Wealth Management, Inc. | 4.14% | Add +2.9% | 316,813 | $12.1M |
| Kraft Asset Management, LLC | 9.39% | Reduce -0.5% | 314,828 | $12.0M |
| Equitable Holdings, Inc. | 0.11% | Add +2.7% | 311,126 | $11.8M |
| EnRich Financial Partners LLC | 3.93% | Add +1.4% | 308,930 | $11.8M |
| Apeiron RIA LLC | 3.30% | Add +4.4% | 302,501 | $11.5M |
| Tillman Hartley LLC | 3.41% | Add +25.1% | 302,149 | $11.5M |
| Lakeshore Financial Planning, Inc. | 5.05% | Reduce -35.5% | 300,852 | $11.5M |
| Raymond James & Associates | 0.01% | Add +10.8% | 300,137 | $11.4M |
| Tobias Financial Advisors, Inc. | 2.26% | Add +5.5% | 296,073 | $11.3M |
| Sterling Financial Planning, Inc. | 4.06% | Add +11.9% | 289,058 | $11.0M |
| Meritas Wealth Management, LLC | 6.75% | Add +6.4% | 286,320 | $10.9M |
| Monograph Wealth Advisors, LLC | 1.39% | Add +14.4% | 280,523 | $10.7M |
| N.E.W. Advisory Services LLC | 1.04% | Reduce -6.8% | 277,463 | $10.6M |
| Lauterbach Financial Advisors, LLC | 6.37% | Add +1.9% | 275,179 | $10.5M |
| Dopkins Wealth Management, LLC | 8.33% | Reduce -29.8% | 270,918 | $10.3M |
| Cardiff Park Advisors, LLC | 0.92% | Reduce -2.4% | 267,275 | $10.2M |
| DiNuzzo Private Wealth, Inc. | 1.25% | Reduce -1.4% | 265,948 | $10.1M |
| KM Capital Management Ltd. | 5.40% | Reduce -10.5% | 265,521 | $10.1M |
| Old Mission Capital LLC | 0.22% | Reduce -2.2% | 259,403 | $9.9M |
| Financial Connections Group, Inc. | 4.85% | Add +4.3% | 258,920 | $9.9M |
| Pallas Capital Advisors LLC | 0.40% | Add +12.0% | 252,479 | $9.3M |
| Vestia Personal Wealth Advisors | 8.73% | Add +1.9% | 243,228 | $9.3M |
| Robinswood Financial LLC | 3.42% | Add +5.1% | 241,597 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 241,201 | $9.2M |
| MBB Public Markets I LLC | 0.78% | Reduce -25.4% | 240,216 | $9.1M |
| Disciplined Investments, LLC | 4.44% | Add +10.1% | 236,344 | $9.0M |
| Baker Boyer National Bank | 3.01% | Reduce -1.7% | 235,897 | $9.0M |
| ShankerValleau Wealth Advisors, Inc. | 3.05% | Add +0.9% | 235,221 | $9.0M |
| Jones Financial Companies LLLP | 0.01% | Add +160.2% | 233,495 | $8.9M |
| Elevate Wealth Advisory, Inc. | 6.57% | Add +1.9% | 232,526 | $8.9M |
| Austin Asset Management Co Inc | 1.77% | Add +3.0% | 227,885 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.1% | 223,198 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.3% | 215,628 | $8.2M |
| Werba Rubin Papier Wealth Management | 1.89% | Add +6.5% | 212,026 | $8.1M |
| Aspiriant, LLC | 0.31% | Reduce -2.4% | 211,215 | $8.0M |
| VeraBank, N.A. | 2.26% | Reduce -5.1% | 202,983 | $7.7M |
| Cedar Point Capital Partners, LLC | 5.27% | Add +1.2% | 201,457 | $7.7M |
| Destiny Wealth Partners, LLC | 1.34% | Add +0.7% | 201,367 | $7.7M |
| Andrews, Lucia Wealth Management LLC | 5.32% | Add +2.5% | 208,921 | $7.5M |
| Perritt Capital Management Inc | 3.80% | Add +1.3% | 194,228 | $7.4M |
| MML Investors Services, LLC | 0.03% | Add +23.1% | 193,316 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +4.0% | 190,979 | $7.3M |
| Mraz, Amerine & Associates, Inc. | 1.31% | Add +9.7% | 190,623 | $7.3M |
| Altiora Financial Group, LLC | 1.58% | Reduce -0.7% | 188,169 | $7.2M |
| Fonville Wealth Management LLC | 2.38% | Add +5.5% | 180,786 | $6.9M |
| Financial Futures Ltd Liability Co. | 3.90% | Add +3.9% | 178,669 | $6.8M |
| FinDec Wealth Services, Inc. | 3.93% | Add +3.0% | 177,801 | $6.8M |
| Lane & Associates LLC | 3.67% | Reduce -5.0% | 177,042 | $6.7M |
| Northwest Wealth Management, LLC | 1.54% | Add +4.7% | 173,365 | $6.6M |
| AE Wealth Management LLC | 0.06% | Add +8.4% | 165,116 | $6.3M |
| Waverly Advisors, LLC | 0.11% | Add +5.3% | 162,738 | $6.2M |
| Oceanside Advisors LLC | 4.59% | Add +2.6% | 161,866 | $6.2M |
| Allworth Financial LP | 0.04% | Add +15.8% | 159,836 | $6.1M |
| Strategic Investment Solutions, Inc. | 1.78% | Add +3.4% | 156,404 | $6.0M |
| Cordant, Inc. | 3.04% | Reduce -1.4% | 155,882 | $5.9M |
| 1900 Wealth Management LLC | 0.51% | Reduce -3.1% | 155,104 | $5.9M |
| Phillips Financial Management, LLC | 0.45% | Add +0.1% | 152,088 | $5.8M |
| Aveo Capital Partners, LLC | 0.60% | Add +1.3% | 148,145 | $5.6M |
| G2 Capital Management, LLC / Oh | 1.65% | Add +2.0% | 147,102 | $5.6M |
| REAP Financial Group, LLC | 1.37% | Add +14.2% | 146,950 | $5.6M |
| Kings Path Partners LLC | 2.33% | Add +5.9% | 145,662 | $5.5M |
| Mariner, LLC | 0.01% | Add +8.0% | 140,624 | $5.4M |
| Larson Financial Group LLC | 0.30% | Reduce -2.4% | 140,584 | $5.4M |
| Stone Summit Wealth LLC | 1.73% | Add +5.1% | 140,546 | $5.4M |
| Maryland Capital Advisors Inc. | 2.59% | Add +7.2% | 140,287 | $5.3M |
| Shotwell Rutter Baer Inc | 4.22% | Add +3.6% | 135,146 | $5.1M |
| Tortoise Investment Management, LLC | 0.52% | Add +54.4% | 130,763 | $5.0M |
| Valued Retirements, Inc. | 6.82% | Add +2.5% | 129,914 | $4.9M |
| M Financial Asset Management, Inc. | 18.85% | Add +7.4% | 127,639 | $4.9M |
| Del-Sette Capital Management, LLC | 3.78% | Reduce -11.4% | 127,241 | $4.8M |
| Visionary Wealth Advisors | 0.29% | Add +8.6% | 123,103 | $4.7M |
| Fischer Investment Strategies, LLC | 3.98% | Add +5.7% | 121,399 | $4.6M |
| Whittier Trust Co. | 0.06% | Add +0.0% | 121,149 | $4.6M |
| Great Oak Capital Partners, LLC | 1.56% | Add +23.1% | 118,674 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -14.9% | 116,704 | $4.4M |
| Certified Advisory Corp | 0.49% | Add +27.5% | 115,414 | $4.4M |
| Laurel Wealth Planning LLC | 2.85% | Reduce -0.9% | 114,451 | $4.4M |
| Rf&l Wealth Management, LLC | 3.01% | Add +1.5% | 111,632 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.6% | 109,250 | $4.2M |
| Compass Financial Group, Inc. | 1.91% | Reduce -0.8% | 108,493 | $4.1M |
| Glass Jacobson Investment Advisors llc | 1.35% | Add +3.3% | 107,258 | $4.1M |
| Betterment LLC | 0.01% | Reduce -11.5% | 106,554 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.5% | 106,383 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.25% | Add +0.6% | 105,213 | $4.0M |
| Cwm, LLC | 0.02% | Add +8.1% | 103,940 | $4.0M |
| Porter White Investment Advisors, Inc. | 1.92% | Reduce -0.3% | 100,558 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 100,500 | $3.8M |
| Spire Wealth Management | 0.13% | Reduce -7.0% | 99,386 | $3.8M |
| Lam Group, Inc. | 2.64% | Reduce -0.5% | 97,783 | $3.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -0.1% | 97,411 | $3.7M |
| Barnes Pettey Financial Advisors, LLC | 2.95% | Add +2.1% | 97,164 | $3.7M |
| Armbruster Capital Management, Inc. | 0.74% | Add +6.0% | 97,072 | $3.7M |
| Investmark Advisory Group LLC | 1.72% | Add +6.0% | 93,216 | $3.5M |
| Carlson Capital Management | 0.15% | Add +8.6% | 92,495 | $3.5M |
| Sterling Wealth Management, Inc. | 1.31% | Add +40.5% | 92,489 | $3.5M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.0% | 91,935 | $3.5M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -10.7% | 91,850 | $3.5M |
| Beacon Harbor Wealth Advisors, Inc. | 0.83% | Add +2.4% | 91,741 | $3.5M |
| Breakwater Capital Group | 0.70% | Add +25.5% | 91,365 | $3.5M |
| Tilson Financial Group, Inc. | 1.50% | Add +9.7% | 90,835 | $3.5M |
| Ariadne Wealth Management, LP | 1.88% | Reduce -1.6% | 92,461 | $3.5M |
| Avior Wealth Management, LLC | 0.14% | Add +3.0% | 89,968 | $3.4M |
| Cambridge Financial Group, LLC | 1.39% | Add +6.7% | 87,552 | $3.3M |
| TruNorth Capital Management, LLC | 0.98% | Add +0.7% | 86,950 | $3.3M |
| Awm Capital, LLC | 0.40% | Reduce -6.1% | 85,988 | $3.3M |
| Addison Advisors LLC | 0.91% | Add +13.8% | 85,974 | $3.3M |
| Advisory Alpha, LLC | 0.12% | Add +4.9% | 85,565 | $3.3M |
| Symmetry Partners, LLC | 0.76% | Reduce -55.5% | 83,744 | $3.2M |
| FMB Wealth Management | 1.80% | Reduce -1.1% | 83,723 | $3.2M |
| Wealthspire Advisors, LLC | 0.03% | New | 82,859 | $3.2M |
| Mattern Wealth Management LLC | 0.68% | Add +9.7% | 81,446 | $3.1M |
| AQR Capital Management | 0.00% | Add +53.9% | 80,431 | $3.1M |
| Bedel Financial Consulting, Inc. | 0.43% | Add +0.0% | 79,942 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 78,802 | $3.0M |
| Red Lighthouse Investment Management, LLC | 1.17% | Add +0.5% | 78,449 | $3.0M |
| Signet Financial Management, LLC | 0.37% | Reduce -3.2% | 76,828 | $2.9M |
| Fund Evaluation Group, LLC | 0.16% | Add +2.4% | 76,426 | $2.9M |
| OMNI 360 Wealth, Inc. | 1.99% | Reduce -12.3% | 76,066 | $2.9M |
| Tru Independence Asset Management 2, LLC | 2.41% | — | 75,264 | $2.9M |
| Axiom Advisory, LLC | 0.03% | Add +3.5% | 76,856 | $2.8M |
| Adero Partners, LLC | 0.18% | Reduce -0.9% | 72,303 | $2.8M |
| RFG Advisory, LLC | 0.08% | Reduce -13.4% | 72,034 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.4% | 71,882 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.6% | 71,593 | $2.7M |
| Aerodigm Wealth, LLC | 1.72% | Reduce -51.5% | 71,394 | $2.7M |
| Regions Financial Corp. | 0.02% | No change | 71,303 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +37.3% | 71,292 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +12.5% | 73,771 | $2.7M |
| Allegiance Financial Group Advisory Services LLC | 0.91% | Add +0.9% | 68,743 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +3.6% | 64,631 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -2.9% | 64,209 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -5.0% | 61,132 | $2.3M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -4.6% | 60,906 | $2.3M |
| Corus Family Wealth Advisors | 1.65% | Add +8.0% | 60,870 | $2.3M |
| Morgan Stanley | 0.00% | Add +19.4% | 59,751 | $2.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.28% | Reduce -2.1% | 58,319 | $2.2M |
| Sentinel Trust Co. Lba | 0.25% | No change | 58,135 | $2.2M |
| Mather Group, Llc. | 0.03% | Reduce -31.6% | 58,110 | $2.2M |
| Aviance Capital Partners, LLC | 0.29% | Add +11.8% | 57,614 | $2.2M |
| LexAurum Advisors, LLC | 0.48% | Add +2.7% | 56,825 | $2.2M |
| Family Legacy, Inc. | 0.70% | Add +0.4% | 55,680 | $2.1M |
| Atria Investments, Inc | 0.03% | Reduce -0.4% | 55,303 | $2.1M |
| Jentner Corp | 0.64% | Reduce -0.3% | 54,505 | $2.1M |
| Family CFO Inc | 1.16% | Reduce -0.0% | 54,121 | $2.1M |
| Diversified Portfolios, Inc. | 0.21% | No change | 54,120 | $2.1M |
| Journey Strategic Wealth LLC | 0.07% | New | 50,513 | $1.9M |
| ARK & TLK Investments, LLC | 0.67% | Add +0.1% | 49,351 | $1.9M |
| Builder Investment Group Inc. | 0.49% | Add +1.7% | 48,225 | $1.8M |
| Atlas Capital Advisors Inc. | 0.28% | Add +4.7% | 48,198 | $1.8M |
| Herold Advisors, Inc. | 0.39% | Add +3.9% | 46,606 | $1.8M |
| MAI Capital Management | 0.02% | Add +0.0% | 46,434 | $1.8M |
| Lodestone Wealth Management LLC | 0.88% | Reduce -6.6% | 46,369 | $1.8M |
| Verum Partners LLC | 0.52% | Reduce -16.6% | 46,283 | $1.8M |
| CVA Family Office, LLC | 0.28% | Reduce -11.3% | 45,762 | $1.7M |
| MN Wealth Advisors, LLC | 0.97% | Reduce -1.0% | 44,851 | $1.7M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -2.4% | 44,527 | $1.7M |
| Vance Wealth, LLC | 0.62% | Add +25.1% | 43,147 | $1.6M |
| Heritage Wealth Management, Inc./Texas | 0.95% | Reduce -14.4% | 43,098 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 43,080 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | Add +0.3% | 41,449 | $1.6M |
| American Investment Services, Inc. | 0.26% | No change | 41,133 | $1.6M |
| Krilogy Financial LLC | 0.11% | Add +0.1% | 41,092 | $1.6M |
| Quarry Hill Advisors, LLC | 1.05% | Add +0.1% | 40,985 | $1.6M |
| BWM Planning, LLC | 0.69% | — | 40,979 | $1.6M |
| City State Bank | 0.56% | Add +44.1% | 40,333 | $1.5M |
| TFO Wealth Partners, LLC | 0.28% | Reduce -0.8% | 39,741 | $1.5M |
| Seven Springs Wealth Group, LLC | 0.56% | Reduce -3.0% | 39,397 | $1.5M |
| Trademark Financial Management, LLC | 1.18% | Add +25.3% | 39,107 | $1.5M |
| Applied Capital LLC | 0.76% | Add +0.6% | 38,926 | $1.5M |
| Raymond James Trust N.A. | 0.03% | Add +2.7% | 37,832 | $1.4M |
| Global Trust Asset Management, LLC | 0.52% | Reduce -5.4% | 37,112 | $1.4M |
| Versant Capital Management, Inc | 0.32% | Reduce -9.5% | 36,773 | $1.4M |
| Gemmer Asset Management LLC | 0.14% | Reduce -0.1% | 35,455 | $1.4M |
| LJI Wealth Management, LLC | 0.27% | Add +4.0% | 34,921 | $1.3M |
| JT Stratford LLC | 0.22% | Add +0.5% | 33,240 | $1.3M |
| SOL Capital Management CO | 0.14% | Add +0.8% | 32,375 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.29% | Add +2.6% | 32,173 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.53% | New | 32,105 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +13.6% | 31,837 | $1.2M |
| Watershed Private Wealth LLC | 0.48% | Reduce -7.4% | 31,546 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -0.8% | 31,426 | $1.2M |
| Strata Wealth Advisors, LLC | 0.38% | Add +19.0% | 31,023 | $1.2M |
| Silver Oak Securities, Incorporated | 0.12% | Add +673.9% | 35,337 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +126.4% | 30,478 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 30,430 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.8% | 29,470 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.18% | Add +11.1% | 28,530 | $1.1M |
| Lutz Financial Services LLC | 0.09% | Reduce -0.1% | 28,472 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.9% | 28,465 | $1.1M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -0.9% | 28,256 | $1.1M |
| 25 LLC | 0.46% | Add +0.3% | 27,792 | $1.1M |
| Collective Family Office LLC | 0.29% | Reduce -1.9% | 27,577 | $1.1M |
| Eclectic Associates Inc. | 0.41% | Add +168.3% | 27,566 | $1.0M |
| Quantinno Capital Management LP | 0.01% | Add +56.5% | 27,154 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -11.7% | 26,513 | $1.0M |
| Comerica Bank | 0.00% | No change | 26,380 | $1.0M |
| Kaye Capital Management | 0.40% | Reduce -3.4% | 26,024 | $991K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -39.8% | 26,385 | $971K |
| Marcum Wealth, LLC | 0.09% | Add +0.5% | 25,220 | $960K |
| Mills Wealth Advisors LLC | 0.66% | Reduce -2.6% | 25,132 | $957K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.4% | 24,953 | $950K |
| Sovereign Financial Group, Inc. | 0.22% | Add +2.8% | 24,486 | $932K |
| Clarity Capital Advisors, LLC | 0.66% | Add +1.9% | 24,177 | $921K |
| LRI Investments, LLC | 0.09% | New | 25,332 | $916K |
| Fifth Third Securities, Inc. | 0.09% | Reduce -32.1% | 23,876 | $909K |
| Optivise Advisory Services LLC | 0.47% | Reduce -7.3% | 23,380 | $890K |
| Prosperity Planning, Inc. | 0.40% | Reduce -0.0% | 23,353 | $889K |
| Encompass Wealth Advisors, LLC | 0.22% | Reduce -0.5% | 23,223 | $884K |
| First Western Trust Bank | 0.04% | Reduce -4.7% | 23,028 | $877K |
| Archvest Wealth Advisors, Inc. | 0.55% | Add +11.5% | 19,079 | $871K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +12.3% | 22,689 | $864K |
| Sunesis Advisors, LLC | 0.52% | No change | 22,653 | $863K |
| Level Financial Advisors | 0.32% | Add +3.9% | 22,062 | $840K |
| Legacy CG, LLC | 0.27% | Reduce -0.7% | 22,053 | $840K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -8.5% | 21,923 | $835K |
| Baker Tilly Wealth Management, LLC | 0.37% | No change | 21,851 | $832K |
| Running Point Capital Advisors, LLC | 0.31% | No change | 21,092 | $803K |
| Ellenbecker Investment Group | 0.15% | Reduce -3.0% | 21,051 | $802K |
| Greenspring Advisors, LLC | 0.17% | Add +253.4% | 20,677 | $787K |
| D.A. Davidson & Co. | 0.01% | Add +3.3% | 20,310 | $773K |
| RB Capital Management, LLC | 0.19% | Add +20.7% | 20,308 | $773K |
| Quadcap Wealth Management, LLC | 0.12% | Add +61.5% | 20,278 | $772K |
| Mustard Seed Financial, LLC | 0.63% | Reduce -0.9% | 19,775 | $753K |
| Nwam LLC | 0.05% | New | 19,752 | $752K |
| US Bancorp \de | 0.00% | No change | 19,279 | $734K |
| Clayton Financial Group LLC | 0.27% | Reduce -5.3% | 19,119 | $728K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 18,841 | $717K |
| Simplicity Wealth,LLC | 0.06% | Add +43.9% | 18,087 | $689K |
| Advisory Services Network, LLC | 0.01% | No change | 18,925 | $680K |
| Good Life Advisors, LLC | 0.04% | Add +4.2% | 17,789 | $677K |
| Valued Wealth Advisors LLC | 0.44% | Reduce -0.6% | 17,650 | $672K |
| PrairieView Partners, LLC | 0.07% | Add +0.6% | 17,599 | $670K |
| MB Generational Wealth, LLC | 0.48% | Add +0.1% | 17,441 | $664K |
| IFG Advisors, LLC | 0.14% | Reduce -1.3% | 17,361 | $661K |
| Quantum Financial Advisors, LLC | 0.10% | Reduce -10.9% | 17,182 | $654K |
| Able Wealth Management LLC | 0.49% | Add +0.7% | 16,975 | $646K |
| Advisory Services & Investments, LLC | 0.44% | Reduce -3.6% | 16,936 | $645K |
| Montag A & Associates Inc. | 0.03% | Add +0.6% | 16,933 | $645K |
| Sutton Place Investors LLC | 0.39% | Add +5.4% | 16,611 | $633K |
| Smartleaf Asset Management LLC | 0.08% | No change | 16,300 | $623K |
| Melfa Wealth Management, Inc. | 0.41% | Add +0.1% | 16,180 | $616K |
| Asset Dedication, LLC | 0.04% | Reduce -22.0% | 15,982 | $609K |
| Americana Partners, LLC | 0.04% | No change | 15,894 | $605K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -2.0% | 15,465 | $589K |
| Ballentine Partners, LLC | 0.01% | No change | 15,313 | $583K |
| Mullaney, Keating & Wright, Inc. | 0.40% | Add +20.4% | 15,195 | $579K |
| Signal Advisors Wealth, LLC | 0.08% | New | 15,186 | $578K |
| Investment Advisory Group, LLC | 0.20% | Add +2.6% | 15,164 | $577K |
| Abacus Wealth Partners, LLC | 0.09% | Reduce -1.4% | 15,028 | $572K |
| Old Mission Investment Co LLC | 0.18% | Reduce -1.2% | 14,993 | $571K |
| Ironwood Financial, llc | 0.12% | Reduce -4.7% | 14,432 | $550K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -26.2% | 14,355 | $547K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -26.2% | 14,355 | $547K |
| Zacks Investment Management | 0.00% | Add +23.3% | 14,338 | $546K |
| Blume Capital Management, Inc. | 0.12% | No change | 14,150 | $539K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -10.5% | 14,506 | $538K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -1.1% | 14,027 | $534K |
| Zhang Financial LLC | 0.03% | Add +0.4% | 14,019 | $534K |
| Arcadia Wealth Management, LLC | 0.28% | Add +3.1% | 13,949 | $531K |
| FMR LLC | 0.00% | Add +1578.8% | 13,917 | $530K |
| Park Avenue Securities LLC | 0.01% | Add +22.6% | 13,841 | $527K |
| Tranquility Partners, LLC | 0.19% | Add +10.4% | 13,650 | $520K |
| Keybank National Association | 0.00% | Reduce -5.3% | 13,649 | $520K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +43.8% | 13,385 | $510K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Add +17.6% | 13,345 | $508K |
| Vision Capital Management, Inc. | 0.07% | Add +20.9% | 13,221 | $503K |
| Evoke Wealth, LLC | 0.01% | New | 13,166 | $501K |
| Tarbox Family Office, Inc. | 0.08% | Add +0.6% | 12,942 | $493K |
| Studio Investment Management LLC | 0.10% | Add +62.8% | 12,843 | $489K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 13,076 | $482K |
| Heritage Financial Services, LLC | 0.06% | Reduce -8.3% | 12,643 | $481K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Add +18.9% | 12,615 | $480K |
| Compass Ion Advisors, LLC | 0.06% | New | 12,254 | $467K |
| RAM Investment Partners, LLC | 0.12% | No change | 12,240 | $466K |
| Clark Asset Management, LLC | 0.10% | No change | 12,137 | $462K |
| First National Corp. /Ma/ | 0.10% | Add +9.8% | 12,042 | $459K |
| Unison Advisors LLC | 0.06% | Reduce -13.8% | 12,041 | $459K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -23.2% | 11,947 | $455K |
| Five Oceans Advisors | 0.22% | Reduce -0.4% | 11,856 | $451K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $450K |
| One Charles Private Wealth Services, LLC | 0.17% | No change | 11,721 | $446K |
| Hemington Wealth Management | 0.12% | Reduce -2.1% | 12,197 | $446K |
| Brighton Jones LLC | 0.02% | Add +0.6% | 11,473 | $437K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.7% | 11,499 | $433K |
| Samalin Investment Counsel, LLC | 0.19% | Add +1.3% | 11,266 | $429K |
| World Investment Advisors | 0.01% | Add +91.8% | 11,118 | $423K |
| Hanover Advisors Inc. | 0.18% | Reduce -3.5% | 11,090 | $422K |
| Waterfront Wealth Inc. | 0.10% | No change | 11,387 | $419K |
| Citizens Financial Group Inc. | 0.01% | Add +0.4% | 11,008 | $419K |
| Evergreen Capital Management LLC | 0.01% | Add +0.4% | 10,804 | $411K |
| Ieq Capital, LLC | 0.01% | No change | 10,632 | $405K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,552 | $402K |
| FineMark National Bank & Trust | 0.01% | Add +28.6% | 10,459 | $398K |
| Brand Asset Management Group, Inc. | 0.15% | Add +28.2% | 10,348 | $394K |
| Silver Oak Advisory Group, Inc. | 0.20% | No change | 10,208 | $388K |
| Cassady Schiller Wealth Management, LLC | 0.14% | Add +6.1% | 10,165 | $387K |
| Wealthspan Partners, LLC | 0.19% | Reduce -5.3% | 10,042 | $382K |
| Narus Financial Partners, LLC | 0.13% | Reduce -0.2% | 9,770 | $372K |
| Klingman & Associates, LLC | 0.02% | No change | 9,721 | $370K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 9,678 | $369K |
| Argent Trust Co | 0.02% | No change | 9,632 | $367K |
| CIBC Private Wealth Group LLC | 0.00% | Add +315.7% | 9,540 | $363K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -15.3% | 9,476 | $361K |
| Partners in Financial Planning | 0.07% | Add +0.3% | 9,405 | $358K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.3% | 9,332 | $355K |
| Private Portfolio Partners LLC | 0.07% | Add +2.2% | 9,323 | $355K |
| Beckerman Institutional, LLC | 0.30% | — | 9,319 | $355K |
| Beta Wealth Group, Inc. | 0.16% | Add +0.5% | 9,215 | $351K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.55% | No change | 9,205 | $351K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 9,171 | $349K |
| Sandy Spring Bank | 0.01% | Reduce -8.5% | 9,054 | $345K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +14.3% | 9,054 | $345K |
| Alkeme Wealth, LLC | 0.15% | Add +0.6% | 9,037 | $344K |
| Financial Symmetry Inc | 0.24% | No change | 9,010 | $343K |
| Clearstead Advisors, LLC | 0.01% | No change | 8,986 | $342K |
| Hardin Capital Partners, LLC | 0.19% | New | 8,885 | $334K |
| Curi Capital, LLC | 0.01% | Add +0.6% | 8,719 | $332K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +34.3% | 8,654 | $330K |
| Pure Financial Advisors, LLC | 0.01% | Add +11.8% | 8,636 | $329K |
| Seaside Wealth Management, Inc. | 0.12% | Add +0.6% | 8,570 | $326K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,335 | $317K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,216 | $313K |
| Townsquare Capital LLC | 0.00% | New | 8,187 | $312K |
| Flagstone Financial Management | 0.10% | Reduce -3.1% | 8,152 | $310K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +11.5% | 8,074 | $307K |
| WNY Asset Management, LLC | 0.03% | Reduce -95.8% | 7,817 | $298K |
| Fiduciary Trust Co | 0.00% | No change | 7,791 | $297K |
| Elser Financial Planning, Inc | 0.43% | Reduce -43.2% | 7,789 | $297K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $282K |
| Commerce Bank | 0.00% | No change | 7,306 | $278K |
| Red Tortoise LLC | 0.14% | No change | 7,288 | $278K |
| RS Crum Inc. | 0.06% | No change | 7,272 | $277K |
| James J. Burns & Company, LLC | 0.05% | New | 7,223 | $275K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $271K |
| BOS Asset Management, LLC | 0.10% | Reduce -14.0% | 7,040 | $268K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 7,021 | $267K |
| Matisse Capital | 0.13% | No change | 7,000 | $267K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 6,991 | $266K |
| Renasant Bank | 0.17% | No change | 6,941 | $264K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -12.0% | 6,893 | $262K |
| BIP Wealth, LLC | 0.02% | New | 6,786 | $258K |
| VERITY Wealth Advisors | 0.18% | No change | 6,771 | $258K |
| Single Point Partners, LLC | 0.41% | Reduce -10.6% | 6,720 | $256K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.2% | 6,595 | $251K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,939 | $249K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 6,443 | $245K |
| Faithward Advisors, LLC | 0.04% | New | 6,251 | $238K |
| IHT Wealth Management, LLC | 0.01% | New | 6,220 | $236K |
| Beacon Financial Advisory LLC | 0.08% | New | 6,169 | $235K |
| Grant Street Asset Management, Inc. | 0.07% | Add +0.3% | 6,084 | $232K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 6,219 | $231K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $229K |
| Intrua Financial, LLC | 0.04% | Reduce -1.6% | 5,945 | $226K |
| Fortis Advisors, LLC | 0.15% | Add +0.6% | 5,914 | $225K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 5,856 | $223K |
| Grandfield & Dodd, LLC | 0.01% | No change | 5,856 | $223K |
| Mission Wealth Management, LP | 0.01% | No change | 5,824 | $222K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -6.9% | 5,821 | $222K |
| Empower Advisory Group, LLC | 0.00% | No change | 5,772 | $220K |
| Brown Advisory Inc. | 0.00% | Reduce -16.4% | 5,626 | $214K |
| Heritage Investment Group, Inc. | 0.04% | No change | 5,620 | $214K |
| Integrated Advisors Network LLC | 0.01% | No change | 5,601 | $213K |
| Prospera Financial Services Inc | 0.01% | No change | 5,575 | $212K |
| Westmount Partners, LLC | 0.06% | New | 5,481 | $209K |
| Private Trust Co. NA | 0.02% | Add +1.1% | 5,413 | $206K |
| SageView Advisory Group, LLC | 0.01% | Reduce -35.4% | 5,344 | $204K |
| Balboa Wealth Partners | 0.05% | New | 5,290 | $201K |
| CW Advisors, LLC | 0.00% | New | 5,260 | $200K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $171K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 3,941 | $150K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.9% | 3,932 | $150K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,678 | $140K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $127K |
| True Wealth Design, LLC | 0.05% | No change | 3,237 | $123K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -48.6% | 3,163 | $120K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 3,181 | $120K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,136 | $119K |
| Ridgewood Investments LLC | 0.06% | Add +0.5% | 3,130 | $119K |
| TFC Financial Management, Inc. | 0.02% | Add +0.6% | 2,973 | $113K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,900 | $110K |
| Capital Analysts, LLC | 0.00% | Reduce -92.7% | 2,788 | $106K |
| Morris Financial Concepts, Inc. | 0.05% | New | 2,774 | $106K |
| Dogwood Wealth Management LLC | 0.06% | New | 2,636 | $100K |
| First Community Trust NA | 0.08% | New | 2,628 | $100K |
| IFP Advisors, Inc | 0.00% | Add +137.4% | 2,626 | $100K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,460 | $94K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,324 | $88K |
| Coston, McIsaac & Partners | 0.02% | Add +0.6% | 2,328 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,305 | $88K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $86K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | New | 2,080 | $79K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $75K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $71K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,721 | $66K |
| Sit Investment Associates Inc. | 0.00% | No change | 1,700 | $65K |
| Blue Trust, Inc. | 0.00% | No change | 1,772 | $64K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -1.2% | 1,589 | $61K |
| Assetmark, Inc. | 0.00% | Reduce -0.8% | 1,571 | $60K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.4% | 1,460 | $56K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $54K |
| Paladin Advisory Group, LLC | 0.04% | New | 1,335 | $51K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,286 | $49K |
| Bank of Montreal | 0.00% | New | 1,150 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $40K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,035 | $39K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,020 | $39K |
| Hara Capital LLC | 0.02% | New | 1,000 | $38K |
| American Capital Advisory, LLC | 0.02% | Add +3477.8% | 966 | $37K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $34K |
| Johnson Financial Group, Inc. | 0.00% | New | 869 | $33K |
| Private Capital Management LLC | 0.01% | Reduce -89.9% | 857 | $33K |
| West Financial Advisors, LLC | 0.00% | No change | 666 | $25K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 152 | $25K |
| SYM FINANCIAL Corp | 0.00% | No change | 616 | $23K |
| Key Financial Inc | 0.00% | No change | 576 | $22K |
| Bessemer Group Inc. | 0.00% | New | 550 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $21K |
| Truvestments Capital LLC | 0.01% | New | 521 | $20K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 520 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 408 | $16K |
| Godsey & Gibb, Inc. | 0.00% | No change | 401 | $15K |
| Providence Capital Advisors, LLC | 0.00% | No change | 374 | $14K |
| Legacy Investment Solutions, LLC | 0.01% | — | 392 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | — | 392 | $14K |
| Pineridge Advisors LLC | 0.01% | Add +0.5% | 369 | $14K |
| Hantz Financial Services, Inc. | 0.00% | New | 370 | $14K |
| 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% | No change | 313 | $12K |
| Qube Research & Technologies Ltd | 0.00% | New | 309 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +8.9% | 282 | $11K |
| NorthRock Partners, LLC | 0.00% | No change | 258 | $10K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 229 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -36.6% | 218 | $8K |
| Northwest Investment Counselors, LLC | 0.00% | New | 160 | $6K |
| Archer Investment Corp | 0.00% | No change | 153 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.7% | 140 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 111 | $4K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 100 | $4K |
| Bfsg, LLC | 0.00% | New | 52 | $2K |
| 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.