Dimensional International VaDFIVETF
13F holders, Q4 2024 (December 31)605holders +73
34new positions
28sold out
2famous investors
$35.50avg. 13F price*
At the end of Q4 2024, 605 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 73 from Q3 2024. 34 opened new positions and 28 sold out. The largest holders were Envestnet Asset Management Inc. ($725.9M), Mercer Global Advisors Inc. ($631.2M) and Focus Partners Wealth ($411.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional International Va
- CUSIP
- 25434V807
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $215.1M |
| Exits | 28 | $42.3M |
All 13F filers, Q3 2024 → Q4 2024: 16,804,022 shares bought and 4,098,874 shares sold, net +12,705,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 605 holders
| Envestnet Asset Management Inc. | 0.23% | Add +8.0% | 20,460,106 | $725.9M |
| Mercer Global Advisors Inc. | 1.54% | Reduce -8.2% | 17,791,542 | $631.2M |
| Focus Partners Wealth | 1.07% | Add +3.1% | 11,604,094 | $411.7M |
| Savant Capital, LLC | 2.31% | Add +6.9% | 8,280,161 | $293.8M |
| PNC Financial Services Group, Inc. | 0.17% | Add +7.0% | 7,019,949 | $249.1M |
| Northern Trust Corp. | 0.03% | Reduce -0.5% | 6,714,393 | $238.2M |
| Macquarie Group Ltd. | 0.24% | New | 5,652,108 | $200.5M |
| Focus Partners Advisor Solutions, LLC | 3.22% | Add +29.0% | 5,376,491 | $190.8M |
| Index Fund Advisors, Inc. | 6.94% | Reduce -0.6% | 3,618,375 | $128.4M |
| Creative Planning | 0.12% | Reduce -0.4% | 3,548,218 | $125.9M |
| Foster Group, Inc. | 4.76% | Reduce -0.4% | 3,519,346 | $124.9M |
| HighTower Advisors, LLC | 0.17% | Add +5.0% | 3,393,744 | $120.4M |
| Corient Private Wealth LP | 0.18% | Add +13.2% | 3,007,651 | $106.7M |
| Raymond James Financial Inc. | 0.04% | — | 2,792,405 | $99.1M |
| Plancorp, LLC | 3.97% | Add +2.9% | 2,723,071 | $96.6M |
| EP Wealth Advisors, LLC | 0.77% | Add +26.9% | 2,665,257 | $94.6M |
| Modera Wealth Management, LLC | 1.11% | Reduce -1.2% | 2,591,495 | $91.9M |
| Cerity Partners LLC | 0.20% | Add +3.6% | 2,563,927 | $91.0M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +3.9% | 1,984,964 | $70.4M |
| Choreo, LLC | 0.94% | Add +4.5% | 1,841,039 | $65.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.78% | Add +4.5% | 1,839,267 | $65.3M |
| Team Hewins, LLC | 25.48% | Add +1.2% | 1,835,800 | $65.1M |
| Jackson Thornton Wealth Management, LLC | 7.75% | Add +2.1% | 1,727,902 | $61.3M |
| LPL Financial LLC | 0.02% | Add +7.1% | 1,647,603 | $58.5M |
| Confluence Wealth Services, Inc. | 3.47% | Add +15.6% | 1,441,586 | $53.4M |
| Kestra Investment Management, LLC | 2.06% | Add +38.8% | 1,477,499 | $52.4M |
| Dixon Fnancial Services, Inc. | 26.74% | Reduce -0.7% | 1,387,844 | $49.2M |
| NorthCoast Asset Management LLC | 0.24% | Add +9.4% | 1,376,417 | $48.8M |
| TCI Wealth Advisors, Inc. | 4.07% | Add +4.6% | 1,372,127 | $48.7M |
| Evanson Asset Management, LLC | 3.11% | Add +3.5% | 1,278,136 | $45.3M |
| Apella Capital, LLC | 1.71% | Reduce -0.7% | 1,259,301 | $44.7M |
| Wealth Management Nebraska | 6.83% | — | 1,183,733 | $42.0M |
| Beaird Harris Wealth Management, LLC | 3.60% | Add +8.0% | 1,174,766 | $41.7M |
| Falcon Wealth Planning | 4.60% | Add +2.4% | 1,162,601 | $41.2M |
| UBS Group AG | 0.01% | Add +1.1% | 1,112,054 | $39.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.9% | 1,097,305 | $38.9M |
| True Link Financial Advisors, LLC | 3.17% | Reduce -3.0% | 1,065,332 | $37.8M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 994,159 | $35.3M |
| Planning Center, Inc. | 4.00% | Add +0.8% | 887,829 | $31.5M |
| Strategic Financial Services, Inc. | 1.79% | Add +3.3% | 847,105 | $30.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.67% | Reduce -1.8% | 818,304 | $29.0M |
| Verus Financial Partners, Inc. | 3.22% | Add +1.3% | 811,296 | $28.7M |
| Total Wealth Planning, LLC | 4.45% | Add +10.7% | 804,893 | $28.6M |
| Keb Asset Management, LLC | 8.13% | Add +8.4% | 796,575 | $28.3M |
| Sachem Hill LLC | 5.75% | Add +0.5% | 776,156 | $27.5M |
| Willow Creek Wealth Management Inc. | 2.70% | Add +2.3% | 746,530 | $26.5M |
| Wealth Architects, LLC | 2.97% | Add +8.7% | 741,236 | $26.3M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -1.8% | 726,396 | $25.8M |
| McGlone Suttner Wealth Management, Inc. | 4.16% | Add +31.6% | 702,355 | $24.9M |
| Merriman Wealth Management, LLC | 0.99% | Reduce -0.3% | 669,875 | $23.8M |
| Hill Investment Group Partners, LLC | 3.13% | Reduce -7.1% | 659,029 | $23.4M |
| Exencial Wealth Advisors, LLC | 0.85% | Add +6.8% | 649,780 | $23.1M |
| Cetera Investment Advisers | 0.05% | Add +7.4% | 637,434 | $22.6M |
| Root Financial Partners, LLC | 2.70% | Add +31.6% | 614,910 | $21.8M |
| Trinity Financial Advisors LLC | 8.07% | Reduce -3.0% | 600,555 | $21.2M |
| Efficient Frontier Advisors LLC | 13.84% | Add +2.1% | 589,787 | $20.9M |
| Earned Wealth Advisors, LLC | 6.40% | Add +1.6% | 563,901 | $20.0M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -1.2% | 554,957 | $19.7M |
| Prism Advisors, Inc. | 5.73% | Add +9.4% | 538,524 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 535,215 | $19.0M |
| Allworth Financial LP | 0.10% | Add +215.7% | 504,515 | $18.5M |
| Riversedge Advisors, LLC | 4.17% | Add +0.8% | 519,429 | $18.4M |
| CFS Investment Advisory Services, LLC | 1.54% | Add +0.1% | 483,173 | $17.1M |
| Forum Financial Management, LP | 0.28% | Add +9.5% | 478,690 | $17.0M |
| Acropolis Investment Management, LLC | 1.00% | Add +6.5% | 475,877 | $16.9M |
| JPMorgan Chase & Co. | 0.00% | Add +31.0% | 470,161 | $16.7M |
| Bayshore Asset Management, LLC | 7.55% | Reduce -0.1% | 463,363 | $16.4M |
| ShankerValleau Wealth Advisors, Inc. | 5.25% | Add +95.9% | 460,715 | $16.3M |
| Market Street Wealth Management Advisors LLC | 2.72% | Add +0.9% | 456,870 | $16.2M |
| McMill Wealth Management | 6.48% | — | 451,203 | $16.0M |
| PBMares Wealth Management LLC | 3.25% | Add +0.4% | 448,795 | $15.9M |
| Fiduciary Financial Group, LLC | 3.45% | Reduce -0.0% | 445,065 | $15.7M |
| Sax Wealth Advisors, LLC | 1.22% | Add +21.1% | 439,688 | $15.6M |
| Dopkins Wealth Management, LLC | 7.74% | Add +58.1% | 428,361 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +80.6% | 421,688 | $15.0M |
| Wescott Financial Advisory Group, LLC | 1.54% | Add +3.1% | 417,736 | $14.8M |
| Parkwoods Wealth Partners, LLC | 11.78% | Add +4.6% | 417,360 | $14.8M |
| Pinney & Scofield, Inc. | 11.11% | — | 413,404 | $14.7M |
| First Command Advisory Services, Inc. | 0.14% | Add +13.6% | 412,964 | $14.7M |
| McLean Asset Management Corp | 4.29% | Reduce -1.7% | 402,989 | $14.3M |
| Navigoe, LLC | 13.55% | — | 391,160 | $13.9M |
| Squire Investment Management Company, LLC | 5.98% | Add +8.1% | 383,080 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 377,962 | $13.4M |
| Quent Capital, LLC | 1.38% | Add +18.2% | 375,434 | $13.3M |
| Cowa, LLC | 6.42% | Reduce -4.9% | 371,233 | $13.2M |
| Peirce Capital Management, LLC | 6.70% | Reduce -2.8% | 368,073 | $13.1M |
| Pathstone Holdings, LLC | 0.06% | Reduce -1.4% | 366,519 | $13.0M |
| Rather & Kittrell, Inc. | 3.02% | Add +5.6% | 362,358 | $12.9M |
| Disciplined Equity Management, Inc. | 8.29% | Reduce -1.0% | 360,474 | $12.8M |
| Fortress Wealth Management, Inc. | 6.19% | Add +5.7% | 359,539 | $12.8M |
| Captrust Financial Advisors | 0.04% | Reduce -1.0% | 357,840 | $12.7M |
| Shearwater Capital LLC | 8.59% | Add +0.6% | 356,955 | $12.7M |
| Claris Advisors, LLC / Mo / | 4.65% | Add +4.0% | 348,788 | $12.4M |
| Ruedi Wealth Management, Inc. | 3.89% | Add +9.6% | 347,160 | $12.3M |
| Equitable Holdings, Inc. | 0.12% | Add +11.1% | 345,791 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.1% | 345,350 | $12.3M |
| Tobias Financial Advisors, Inc. | 2.43% | Add +15.1% | 340,864 | $12.1M |
| Farther Finance Advisors, LLC | 0.42% | Add +1.5% | 329,063 | $11.7M |
| Tillman Hartley LLC | 3.33% | Add +8.2% | 327,051 | $11.6M |
| Apeiron RIA LLC | 3.24% | Add +7.7% | 325,885 | $11.6M |
| Kraft Asset Management, LLC | 8.78% | Add +0.1% | 315,244 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.2% | 319,470 | $11.3M |
| Meritas Wealth Management, LLC | 6.60% | Add +8.0% | 309,282 | $11.0M |
| EnRich Financial Partners LLC | 3.65% | Add +0.0% | 308,933 | $11.0M |
| JDH Wealth Management, LLC | 9.60% | — | 308,458 | $10.9M |
| Factor Wealth Management LTD | 3.63% | — | 307,854 | $10.9M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -17.1% | 292,330 | $10.4M |
| KM Capital Management Ltd. | 5.36% | Add +10.0% | 292,095 | $10.4M |
| Sterling Financial Planning, Inc. | 3.68% | Reduce -2.4% | 282,218 | $10.0M |
| Monograph Wealth Advisors, LLC | 1.30% | Reduce -1.0% | 277,764 | $9.9M |
| Lauterbach Financial Advisors, LLC | 5.89% | Reduce -0.5% | 273,779 | $9.7M |
| Vestia Personal Wealth Advisors | 7.94% | Add +11.8% | 271,910 | $9.6M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -39.0% | 271,687 | $9.6M |
| Cardiff Park Advisors, LLC | 0.91% | Add +0.8% | 269,484 | $9.6M |
| Capstone Wealth Management, LLC | 9.25% | — | 266,768 | $9.5M |
| Financial Connections Group, Inc. | 4.55% | Add +3.0% | 266,727 | $9.5M |
| DiNuzzo Private Wealth, Inc. | 1.17% | Reduce -2.0% | 260,643 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +8.0% | 260,548 | $9.2M |
| Pallas Capital Advisors LLC | 0.39% | Add +1.7% | 256,726 | $9.1M |
| Disciplined Investments, LLC | 4.37% | Add +5.7% | 249,830 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.5% | 249,071 | $8.8M |
| Robinswood Financial LLC | 3.32% | Add +2.5% | 247,651 | $8.8M |
| Elevate Wealth Advisory, Inc. | 6.51% | Add +6.7% | 248,077 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.1% | 232,257 | $8.5M |
| MBB Public Markets I LLC | 1.01% | Reduce -0.1% | 240,000 | $8.5M |
| Northwest Wealth Management, LLC | 1.73% | Add +32.6% | 229,906 | $8.2M |
| Andrews, Lucia Wealth Management LLC | 5.31% | Reduce -0.1% | 208,744 | $7.9M |
| Baker Boyer National Bank | 2.74% | Reduce -5.4% | 223,217 | $7.9M |
| Mraz, Amerine & Associates, Inc. | 1.41% | Add +16.8% | 222,643 | $7.9M |
| Great Oak Capital Partners, LLC | 2.62% | Add +87.0% | 221,893 | $7.8M |
| Werba Rubin Papier Wealth Management | 1.78% | Add +0.5% | 213,147 | $7.6M |
| Aspiriant, LLC | 0.27% | Add +0.6% | 212,506 | $7.5M |
| Fonville Wealth Management LLC | 2.48% | Add +17.2% | 211,804 | $7.5M |
| Austin Asset Management Co Inc | 1.54% | Reduce -8.4% | 208,768 | $7.4M |
| Destiny Wealth Partners, LLC | 1.20% | Add +2.9% | 207,293 | $7.4M |
| Cedar Point Capital Partners, LLC | 4.96% | Add +2.6% | 206,633 | $7.3M |
| Lakeshore Financial Planning, Inc. | 3.11% | Reduce -31.7% | 205,429 | $7.3M |
| N.E.W. Advisory Services LLC | 0.69% | Reduce -26.3% | 204,629 | $7.3M |
| Perritt Capital Management Inc | 3.75% | Add +4.8% | 203,524 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +4.4% | 201,801 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 189,853 | $6.7M |
| Maryland Capital Advisors Inc. | 3.11% | Add +34.7% | 189,016 | $6.7M |
| Altiora Financial Group, LLC | 1.45% | No change | 188,169 | $6.7M |
| Kondo Wealth Advisors, Inc. | 3.29% | — | 183,010 | $6.5M |
| AE Wealth Management LLC | 0.06% | Add +10.8% | 182,933 | $6.5M |
| Phillips Financial Management, LLC | 0.48% | Add +12.8% | 171,490 | $6.1M |
| Oceanside Advisors LLC | 4.51% | Add +5.3% | 170,528 | $6.1M |
| Lane & Associates LLC | 3.09% | Reduce -9.1% | 160,858 | $6.0M |
| Waverly Advisors, LLC | 0.09% | Add +2.0% | 165,941 | $5.9M |
| Strategic Investment Solutions, Inc. | 1.96% | Add +3.6% | 162,094 | $5.9M |
| Kings Path Partners LLC | 2.48% | Add +12.5% | 163,914 | $5.8M |
| Tortoise Investment Management, LLC | 0.61% | Add +24.6% | 162,918 | $5.8M |
| FinDec Wealth Services, Inc. | 4.00% | Reduce -8.8% | 162,224 | $5.8M |
| Financial Futures Ltd Liability Co. | 3.26% | Reduce -9.4% | 161,908 | $5.7M |
| G2 Capital Management, LLC / Oh | 1.57% | Add +2.3% | 150,462 | $5.3M |
| Cordant, Inc. | 2.81% | Reduce -3.5% | 150,352 | $5.3M |
| Aveo Capital Partners, LLC | 0.58% | Add +0.8% | 149,342 | $5.3M |
| REAP Financial Group, LLC | 1.31% | Add +1.1% | 148,595 | $5.3M |
| Timonier Family Office, LTD. | 2.67% | — | 146,429 | $5.2M |
| Stone Summit Wealth LLC | 1.71% | Add +1.9% | 143,249 | $5.1M |
| Mariner, LLC | 0.01% | Add +1.0% | 142,046 | $5.0M |
| Morgan Stanley | 0.00% | Add +135.2% | 140,554 | $5.0M |
| ABLE Financial Group, LLC | 1.47% | New | 140,167 | $5.0M |
| Visionary Wealth Advisors | 0.29% | Add +13.7% | 140,009 | $5.0M |
| Larson Financial Group LLC | 0.26% | Reduce -0.6% | 139,729 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +92.9% | 138,679 | $4.9M |
| Shotwell Rutter Baer Inc | 4.12% | Add +2.5% | 138,491 | $4.9M |
| VeraBank, N.A. | 1.37% | Reduce -32.5% | 137,042 | $4.9M |
| Bison Wealth, LLC | 0.58% | — | 134,633 | $4.8M |
| Mission Wealth Management, LP | 0.11% | Add +2175.1% | 132,502 | $4.7M |
| 1900 Wealth Management LLC | 0.39% | Reduce -15.5% | 131,013 | $4.6M |
| Ariadne Wealth Management, LP | 2.05% | Add +27.9% | 118,276 | $4.5M |
| HMV Wealth Advisors, LLC | 4.42% | — | 124,445 | $4.4M |
| Valued Retirements, Inc. | 5.90% | Reduce -5.0% | 123,412 | $4.4M |
| Certified Advisory Corp | 0.47% | Add +5.6% | 121,894 | $4.3M |
| Whittier Trust Co. | 0.06% | Reduce -1.6% | 119,178 | $4.2M |
| Laurel Wealth Planning LLC | 2.69% | Add +2.6% | 117,458 | $4.2M |
| Cambridge Financial Group, LLC | 1.78% | Add +33.9% | 117,211 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +7.2% | 117,120 | $4.2M |
| Rf&l Wealth Management, LLC | 2.94% | Add +4.9% | 117,112 | $4.2M |
| Del-Sette Capital Management, LLC | 3.31% | Reduce -9.8% | 114,737 | $4.1M |
| M Financial Asset Management, Inc. | 19.70% | Reduce -10.3% | 114,509 | $4.1M |
| Lam Group, Inc. | 2.85% | Add +15.0% | 112,468 | $4.0M |
| Betterment LLC | 0.01% | Add +5.3% | 112,204 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +19.6% | 109,819 | $4.0M |
| Eq Wealth Advisors, LLC | 3.79% | — | 111,032 | $3.9M |
| Causey Wealth LLC | 2.28% | — | 110,430 | $3.9M |
| Glass Jacobson Investment Advisors llc | 1.25% | Add +0.1% | 107,364 | $3.8M |
| Compass Financial Group, Inc. | 1.81% | Reduce -1.8% | 106,500 | $3.8M |
| Wealthspire Advisors, LLC | 0.04% | Add +26.9% | 105,177 | $3.7M |
| Carlson Capital Management | 0.16% | Add +13.5% | 104,963 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.2% | 104,044 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.21% | Reduce -1.6% | 103,583 | $3.7M |
| Blue Oak Capital, LLC | 2.22% | — | 102,945 | $3.7M |
| Spire Wealth Management | 0.11% | Add +2.9% | 102,261 | $3.6M |
| Porter White Investment Advisors, Inc. | 1.82% | Add +0.4% | 100,965 | $3.6M |
| Breakwater Capital Group | 0.71% | Add +10.3% | 100,758 | $3.6M |
| OMNI 360 Wealth, Inc. | 2.37% | Add +31.8% | 100,287 | $3.6M |
| Sterling Wealth Management, Inc. | 1.31% | Add +8.3% | 100,163 | $3.6M |
| Armbruster Capital Management, Inc. | 0.72% | Add +3.1% | 100,045 | $3.5M |
| Tilson Financial Group, Inc. | 1.43% | Add +8.9% | 98,957 | $3.5M |
| Benningfield Financial Advisors, LLC | 3.43% | — | 98,797 | $3.5M |
| Beacon Harbor Wealth Advisors, Inc. | 0.81% | Add +6.4% | 97,587 | $3.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.49% | Reduce -0.1% | 97,337 | $3.5M |
| Barnes Pettey Financial Advisors, LLC | 2.62% | Reduce -0.5% | 96,653 | $3.4M |
| Investmark Advisory Group LLC | 1.68% | Add +3.7% | 96,633 | $3.4M |
| Avior Wealth Management, LLC | 0.12% | Add +4.8% | 94,281 | $3.3M |
| Poinciana Advisors Group, LLC | 3.34% | — | 92,980 | $3.3M |
| Advisory Alpha, LLC | 0.12% | Add +7.0% | 91,521 | $3.2M |
| Graver Capital Management, LLC | 3.35% | — | 90,248 | $3.2M |
| Addison Advisors LLC | 0.89% | Add +4.8% | 90,093 | $3.2M |
| Kelly Financial Group LLC | 1.13% | — | 89,282 | $3.2M |
| Bedel Financial Consulting, Inc. | 0.43% | Add +4.1% | 83,230 | $3.1M |
| Awm Capital, LLC | 0.38% | Add +0.8% | 86,639 | $3.1M |
| Symmetry Partners, LLC | 0.44% | Add +3.4% | 86,559 | $3.1M |
| AQR Capital Management | 0.00% | Add +7.5% | 86,447 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -7.3% | 85,227 | $3.0M |
| TruNorth Capital Management, LLC | 0.82% | Reduce -2.2% | 85,029 | $3.0M |
| FMB Wealth Management | 1.67% | Reduce -0.3% | 83,465 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +12.2% | 79,986 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.3% | 75,444 | $2.8M |
| Mattern Wealth Management LLC | 0.62% | Reduce -2.3% | 79,581 | $2.8M |
| Signet Financial Management, LLC | 0.36% | Add +2.3% | 78,607 | $2.8M |
| CVA Family Office, LLC | 0.44% | Add +71.0% | 78,262 | $2.8M |
| Red Lighthouse Investment Management, LLC | 1.09% | Reduce -0.7% | 77,940 | $2.8M |
| Bridge Generations Wealth Management LLC | 1.81% | — | 77,187 | $2.7M |
| Fund Evaluation Group, LLC | 0.13% | Add +0.1% | 76,499 | $2.7M |
| Burk Holdings LLC | 2.15% | — | 74,980 | $2.7M |
| Pillar Financial Advisors, LLC | 2.03% | — | 74,622 | $2.6M |
| L.K. Benson & Company, P.C. | 1.86% | — | 74,486 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -29.4% | 73,418 | $2.6M |
| Adero Partners, LLC | 0.16% | Reduce -0.3% | 72,082 | $2.6M |
| Aerodigm Wealth, LLC | 1.51% | No change | 71,394 | $2.5M |
| Regions Financial Corp. | 0.02% | No change | 71,303 | $2.5M |
| RFG Advisory, LLC | 0.07% | Reduce -1.7% | 70,814 | $2.5M |
| Allegiance Financial Group Advisory Services LLC | 0.80% | Add +1.4% | 69,723 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.6% | 69,716 | $2.5M |
| Aegis Wealth Management LLC | 1.63% | — | 67,959 | $2.4M |
| Journey Beyond Wealth, LLC | 2.26% | — | 67,718 | $2.4M |
| Eclectic Associates Inc. | 0.71% | Add +144.9% | 67,500 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.4% | 66,158 | $2.3M |
| Martin Worley Group | 1.45% | — | 65,398 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +0.1% | 64,261 | $2.3M |
| LexAurum Advisors, LLC | 0.45% | Add +12.1% | 63,676 | $2.3M |
| Family Legacy, Inc. | 0.76% | Add +13.1% | 62,979 | $2.3M |
| Corus Family Wealth Advisors | 1.51% | Add +4.1% | 63,389 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -46.3% | 62,628 | $2.2M |
| Kaufman Rossin Wealth, LLC | 2.27% | — | 62,269 | $2.2M |
| Family CFO Inc | 1.21% | Add +14.1% | 61,724 | $2.2M |
| Freedom Investment Management, Inc. | 0.18% | Add +1.2% | 61,613 | $2.2M |
| AG Asset Advisory, LLC | 2.17% | — | 61,436 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -0.4% | 60,913 | $2.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.26% | Add +3.1% | 60,111 | $2.1M |
| SwitchPoint Financial Planning, LLC | 2.03% | — | 59,893 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -24.2% | 59,747 | $2.1M |
| Mather Group, Llc. | 0.03% | Add +1.6% | 59,030 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +6.5% | 58,883 | $2.1M |
| Aviance Capital Partners, LLC | 0.29% | Add +2.1% | 58,824 | $2.1M |
| Strathmore Capital Advisors, Inc. | 1.45% | — | 56,262 | $2.0M |
| CLG LLC | 0.71% | — | 56,222 | $2.0M |
| Diversified Portfolios, Inc. | 0.21% | Add +2.6% | 55,520 | $2.0M |
| Compass Capital Corp. /Ma/ | 0.77% | — | 55,443 | $2.0M |
| Capital Analysts, LLC | 0.08% | Add +1870.1% | 54,927 | $1.9M |
| Jentner Corp | 0.56% | Reduce -0.3% | 54,360 | $1.9M |
| Verum Partners LLC | 0.55% | Add +15.9% | 53,632 | $1.9M |
| Pacific Asset Management, LLC | 1.78% | — | 53,307 | $1.9M |
| Aurelius Family Office LLC | 0.93% | — | 51,793 | $1.8M |
| Herold Advisors, Inc. | 0.39% | Add +9.1% | 50,861 | $1.8M |
| Vance Wealth, LLC | 0.70% | Add +17.6% | 50,741 | $1.8M |
| ARK & TLK Investments, LLC | 0.61% | Add +0.1% | 49,417 | $1.8M |
| Builder Investment Group Inc. | 0.47% | Add +1.6% | 48,985 | $1.7M |
| Tru Independence Asset Management 2, LLC | 1.44% | Reduce -35.2% | 48,790 | $1.7M |
| Hippocratic Financial Advisors, LLC | 1.20% | — | 48,677 | $1.7M |
| Legacy CG, LLC | 0.53% | Add +120.7% | 48,670 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +10.9% | 47,763 | $1.7M |
| MN Wealth Advisors, LLC | 0.94% | Add +4.6% | 46,912 | $1.7M |
| Lodestone Wealth Management LLC | 0.82% | Reduce -0.3% | 46,247 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -0.1% | 44,462 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +91.8% | 43,521 | $1.5M |
| Trace Wealth Advisors, LLC | 1.38% | — | 43,304 | $1.5M |
| Heritage Wealth Management, Inc./Texas | 0.88% | Reduce -2.5% | 42,019 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -11.3% | 41,166 | $1.5M |
| Krilogy Financial LLC | 0.10% | Add +0.1% | 41,138 | $1.5M |
| American Investment Services, Inc. | 0.26% | No change | 41,133 | $1.5M |
| City State Bank | 0.51% | Add +1.6% | 40,993 | $1.5M |
| BWM Planning, LLC | 0.63% | No change | 40,979 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -1.1% | 40,971 | $1.5M |
| Quarry Hill Advisors, LLC | 0.98% | Reduce -0.2% | 40,903 | $1.5M |
| TFO Wealth Partners, LLC | 0.67% | Add +0.4% | 39,884 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.53% | Reduce -0.1% | 39,350 | $1.4M |
| Applied Capital LLC | 0.71% | No change | 38,926 | $1.4M |
| Global Trust Asset Management, LLC | 0.48% | Reduce -3.0% | 36,006 | $1.3M |
| Parkworth Wealth Management, Inc. | 1.05% | — | 35,612 | $1.3M |
| Verus Wealth Management, LLC | 1.38% | — | 34,713 | $1.2M |
| LJI Wealth Management, LLC | 0.24% | Reduce -0.8% | 34,631 | $1.2M |
| Vantage Point Financial LLC | 0.66% | — | 34,532 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -2.1% | 34,590 | $1.2M |
| Legacy Financial Advisors, Inc. | 0.20% | Add +16.6% | 33,254 | $1.2M |
| Beckerman Institutional, LLC | 0.94% | Add +253.7% | 32,964 | $1.2M |
| SOL Capital Management CO | 0.13% | Add +1.9% | 32,990 | $1.2M |
| Versant Capital Management, Inc | 0.25% | Reduce -10.4% | 32,965 | $1.2M |
| Strata Wealth Advisors, LLC | 0.36% | Add +5.6% | 32,749 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | Add +0.1% | 32,207 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +18.2% | 32,106 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +4.0% | 31,651 | $1.1M |
| JT Stratford LLC | 0.18% | Reduce -5.7% | 31,339 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -3.0% | 30,889 | $1.1M |
| Watershed Private Wealth LLC | 0.43% | Reduce -2.1% | 30,871 | $1.1M |
| Atlas Capital Advisors Inc. | 0.14% | Reduce -36.1% | 30,785 | $1.1M |
| Collective Family Office LLC | 0.30% | Add +10.8% | 30,564 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.9% | 29,906 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 28,666 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | New | 28,635 | $1.0M |
| Lutz Financial Services LLC | 0.08% | Add +0.3% | 28,558 | $1.0M |
| Rehmann Capital Advisory Group | 0.06% | Add +0.4% | 28,358 | $1.0M |
| Arcadia Wealth Management, LLC | 0.51% | Add +102.0% | 28,178 | $1000K |
| Advisory Services Network, LLC | 0.02% | Add +48.4% | 28,077 | $996K |
| Riggs Capital Management LLC | 0.97% | — | 27,960 | $992K |
| 25 LLC | 0.42% | Add +0.4% | 27,895 | $990K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.9% | 27,431 | $973K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.4% | 27,300 | $969K |
| Foundation Wealth Management, LLC\PA | 0.47% | — | 27,109 | $962K |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.9% | 27,013 | $958K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.5% | 26,525 | $950K |
| Berger Financial Group, Inc | 0.07% | New | 26,596 | $944K |
| Comerica Bank | 0.00% | No change | 26,380 | $936K |
| Kaye Capital Management | 0.42% | Add +0.8% | 26,231 | $931K |
| Nautilus Advisors LLC | 0.73% | — | 26,012 | $923K |
| Marcum Wealth, LLC | 0.08% | Add +0.8% | 25,411 | $902K |
| LRI Investments, LLC | 0.09% | Add +0.2% | 25,386 | $901K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +14.0% | 24,994 | $887K |
| McGrath & Associates, Inc. | 1.79% | — | 24,990 | $887K |
| Mills Wealth Advisors LLC | 0.50% | Reduce -1.4% | 24,782 | $879K |
| CogentBlue Wealth Advisors, LLC | 0.76% | — | 24,428 | $867K |
| Clarity Capital Advisors, LLC | 0.58% | Add +1.0% | 24,418 | $866K |
| Alliancebernstein L.P. | 0.00% | New | 24,272 | $861K |
| Encompass Wealth Advisors, LLC | 0.34% | Add +3.3% | 23,982 | $851K |
| Optivise Advisory Services LLC | 0.45% | Add +1.1% | 23,642 | $839K |
| Investment Advisory Group, LLC | 0.28% | Add +55.5% | 23,588 | $837K |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -4.1% | 23,475 | $833K |
| Longview Financial Advisors LLC | 0.55% | — | 23,179 | $822K |
| Prosperity Planning, Inc. | 0.37% | Reduce -0.8% | 23,172 | $822K |
| First Western Trust Bank | 0.04% | No change | 23,028 | $817K |
| GTS Securities LLC | 0.04% | New | 22,789 | $809K |
| Sunesis Advisors, LLC | 0.49% | No change | 22,653 | $804K |
| Baker Tilly Wealth Management, LLC | 0.30% | No change | 21,851 | $775K |
| US Bancorp \de | 0.00% | Add +12.0% | 21,587 | $766K |
| D.A. Davidson & Co. | 0.01% | Add +6.1% | 21,541 | $764K |
| Elser Financial Planning, Inc | 0.05% | Add +176.0% | 21,499 | $763K |
| Level Financial Advisors | 0.28% | Reduce -3.9% | 21,200 | $752K |
| Running Point Capital Advisors, LLC | 0.26% | No change | 21,092 | $748K |
| RB Capital Management, LLC | 0.18% | Add +2.0% | 20,718 | $735K |
| Greenspring Advisors, LLC | 0.16% | No change | 20,677 | $734K |
| Clark Asset Management, LLC | 0.14% | Add +68.7% | 20,478 | $727K |
| Avant Financial Advisors LLC | 0.65% | — | 20,080 | $712K |
| IFG Advisors, LLC | 0.14% | Add +15.2% | 19,996 | $709K |
| Nwam LLC | 0.04% | Add +0.1% | 19,782 | $702K |
| Ellenbecker Investment Group | 0.13% | Reduce -6.0% | 19,779 | $702K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -61.1% | 19,662 | $698K |
| MPWM Advisory Solutions, LLC | 0.51% | — | 19,658 | $697K |
| Mustard Seed Financial, LLC | 0.56% | Reduce -0.9% | 19,598 | $695K |
| Embree Financial Group | 0.11% | New | 18,846 | $669K |
| FMR LLC | 0.00% | Add +35.3% | 18,832 | $668K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 18,831 | $668K |
| Future You Wealth LLC | 0.47% | — | 18,775 | $666K |
| Lavaca Capital LLC | 0.29% | New | 18,717 | $664K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -7.8% | 18,694 | $663K |
| Good Life Advisors, LLC | 0.05% | Add +3.2% | 18,354 | $651K |
| Clayton Financial Group LLC | 0.23% | Reduce -4.2% | 18,319 | $650K |
| World Investment Advisors | 0.02% | Add +60.8% | 17,875 | $634K |
| Townsquare Capital LLC | 0.01% | Add +115.4% | 17,638 | $626K |
| Valued Wealth Advisors LLC | 0.39% | Reduce -0.8% | 17,500 | $621K |
| Archer Investment Management, LLC | 0.38% | — | 17,471 | $620K |
| Archvest Wealth Advisors, Inc. | 0.45% | Reduce -8.7% | 17,421 | $618K |
| MB Generational Wealth, LLC | 0.45% | Reduce -0.8% | 17,301 | $614K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -8.4% | 17,255 | $612K |
| Montag A & Associates Inc. | 0.03% | Add +0.9% | 17,094 | $607K |
| Able Wealth Management LLC | 0.39% | Reduce -0.7% | 16,865 | $598K |
| Prevail Innovative Wealth Advisors, LLC | 0.17% | Add +25.4% | 16,735 | $594K |
| Curio Wealth, LLC | 0.32% | — | 16,730 | $594K |
| Sutton Place Investors LLC | 0.34% | No change | 16,611 | $589K |
| Melfa Wealth Management, Inc. | 0.39% | Add +2.6% | 16,604 | $589K |
| PrairieView Partners, LLC | 0.06% | Reduce -6.5% | 16,455 | $583K |
| Zacks Investment Management | 0.01% | Add +13.7% | 16,296 | $578K |
| Smartleaf Asset Management LLC | 0.06% | No change | 16,300 | $577K |
| Asset Dedication, LLC | 0.04% | No change | 15,982 | $567K |
| Americana Partners, LLC | 0.02% | No change | 15,894 | $564K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +1.1% | 15,635 | $555K |
| Mullaney, Keating & Wright, Inc. | 0.37% | Add +2.0% | 15,495 | $550K |
| Financial Harvest, LLC | 0.46% | — | 15,379 | $546K |
| Signal Advisors Wealth, LLC | 0.06% | Add +1.1% | 15,351 | $545K |
| Ballentine Partners, LLC | 0.01% | No change | 15,313 | $543K |
| Park Avenue Securities LLC | 0.01% | Add +9.7% | 15,186 | $539K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -37.1% | 15,028 | $533K |
| Quantum Financial Advisors, LLC | 0.08% | Reduce -13.0% | 14,947 | $530K |
| Tassel Capital Management, Inc. | 0.47% | — | 14,817 | $526K |
| Studio Investment Management LLC | 0.11% | Add +13.6% | 14,587 | $518K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +3.3% | 14,489 | $514K |
| Abacus Wealth Partners, LLC | 0.08% | Reduce -3.7% | 14,472 | $513K |
| Ironwood Financial, llc | 0.11% | Reduce -0.0% | 14,427 | $512K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.2% | 14,186 | $503K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.2% | 14,186 | $503K |
| Zhang Financial LLC | 0.03% | Add +0.7% | 14,116 | $501K |
| Trademark Financial Management, LLC | 0.40% | Reduce -64.0% | 14,086 | $500K |
| RAM Investment Partners, LLC | 0.12% | Add +13.1% | 13,840 | $491K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | No change | 13,076 | $490K |
| Formidable Asset Management, LLC | 0.08% | New | 13,664 | $485K |
| Keybank National Association | 0.00% | No change | 13,649 | $484K |
| Vision Capital Management, Inc. | 0.07% | No change | 13,221 | $469K |
| Evoke Wealth, LLC | 0.01% | Add +0.2% | 13,195 | $468K |
| Blume Capital Management, Inc. | 0.10% | Reduce -7.1% | 13,150 | $467K |
| Tarbox Family Office, Inc. | 0.08% | No change | 12,942 | $459K |
| D. E. Shaw & Co. | 0.00% | New | 12,725 | $451K |
| Heritage Financial Services, LLC | 0.06% | No change | 12,643 | $449K |
| Cassady Schiller Wealth Management, LLC | 0.16% | Add +22.1% | 12,413 | $440K |
| Medallion Wealth Advisors, LLC | 0.22% | — | 12,240 | $436K |
| Compass Ion Advisors, LLC | 0.05% | No change | 12,254 | $435K |
| Oak Wealth Advisors LLC | 0.33% | — | 12,180 | $432K |
| Hemington Wealth Management | 0.11% | No change | 12,197 | $432K |
| Five Oceans Advisors | 0.20% | Add +1.9% | 12,081 | $429K |
| Old Mission Investment Co LLC | 0.13% | Reduce -19.4% | 12,078 | $429K |
| First National Corp. /Ma/ | 0.10% | No change | 12,042 | $427K |
| Unison Advisors LLC | 0.05% | Reduce -1.7% | 11,834 | $420K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $419K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 11,721 | $416K |
| Brighton Jones LLC | 0.01% | Add +0.9% | 11,578 | $411K |
| Evergreen Capital Management LLC | 0.01% | Add +6.8% | 11,543 | $410K |
| Waterfront Wealth Inc. | 0.10% | No change | 11,387 | $404K |
| Gemmer Asset Management LLC | 0.04% | Reduce -68.6% | 11,132 | $395K |
| Citizens Financial Group Inc. | 0.01% | Add +1.0% | 11,118 | $394K |
| Hanover Advisors Inc. | 0.17% | No change | 11,090 | $393K |
| K2 Financial Inc. | 0.39% | — | 11,027 | $390K |
| Ieq Capital, LLC | 0.00% | No change | 10,632 | $377K |
| Hardin Capital Partners, LLC | 0.23% | Add +19.5% | 10,616 | $377K |
| Tranquility Partners, LLC | 0.14% | Reduce -22.3% | 10,603 | $376K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,552 | $374K |
| FineMark National Bank & Trust | 0.01% | No change | 10,459 | $371K |
| Samalin Investment Counsel, LLC | 0.16% | Reduce -7.2% | 10,450 | $371K |
| Brand Asset Management Group, Inc. | 0.15% | Add +0.2% | 10,371 | $368K |
| Silver Oak Advisory Group, Inc. | 0.19% | No change | 10,208 | $362K |
| Private Portfolio Partners LLC | 0.07% | Add +8.6% | 10,123 | $359K |
| Turning Point Benefit Group, Inc. | 0.34% | — | 10,126 | $358K |
| Natixis Advisors, LLC | 0.00% | New | 10,089 | $358K |
| Sandy Spring Bank | 0.01% | Add +9.8% | 9,946 | $353K |
| Wealthspan Partners, LLC | 0.17% | Reduce -2.0% | 9,844 | $349K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -32.4% | 9,811 | $347K |
| SageOak Financial, LLC | 0.32% | — | 9,744 | $346K |
| Klingman & Associates, LLC | 0.02% | No change | 9,721 | $345K |
| RTD Financial Advisors, Inc. | 0.04% | No change | 9,678 | $343K |
| Beta Wealth Group, Inc. | 0.15% | Add +4.5% | 9,625 | $341K |
| Argent Trust Co | 0.01% | Reduce -0.5% | 9,583 | $340K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.9% | 9,514 | $338K |
| Partners in Financial Planning | 0.07% | Add +0.4% | 9,446 | $335K |
| Narus Financial Partners, LLC | 0.11% | Reduce -3.4% | 9,434 | $335K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.0% | 9,319 | $331K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.5% | 9,209 | $330K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 9,171 | $325K |
| Alkeme Wealth, LLC | 0.15% | Add +1.0% | 9,127 | $324K |
| Financial Symmetry Inc | 0.22% | No change | 9,010 | $320K |
| Clearstead Advisors, LLC | 0.00% | No change | 8,986 | $319K |
| Golden Bell Financial Planning LLC | 0.32% | — | 8,935 | $317K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.0% | 8,895 | $316K |
| Parkside Financial Bank & Trust | 0.04% | Add +505.6% | 8,842 | $314K |
| Empower Advisory Group, LLC | 0.00% | Add +52.2% | 8,784 | $312K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +8.5% | 8,760 | $311K |
| Ameriprise Financial Inc. | 0.00% | New | 8,717 | $309K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 8,654 | $307K |
| Seaside Wealth Management, Inc. | 0.11% | Add +0.9% | 8,651 | $307K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -9.8% | 8,545 | $303K |
| BIP Wealth, LLC | 0.02% | Add +25.7% | 8,528 | $303K |
| Safeguard Financial, LLC | 0.07% | New | 8,502 | $302K |
| Curi Capital, LLC | 0.01% | Reduce -3.4% | 8,421 | $299K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -37.5% | 8,359 | $297K |
| Integrity Alliance, Llc. | 0.03% | — | 8,347 | $296K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,335 | $296K |
| Simplicity Wealth,LLC | 0.06% | Reduce -54.1% | 8,305 | $295K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,216 | $292K |
| Advyzon Investment Management, LLC | 0.11% | — | 8,197 | $291K |
| Flagstone Financial Management | 0.10% | No change | 8,152 | $289K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -74.9% | 8,045 | $285K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -13.2% | 7,861 | $279K |
| Morris Financial Concepts, Inc. | 0.12% | Add +182.3% | 7,832 | $278K |
| James J. Burns & Company, LLC | 0.05% | Add +7.7% | 7,777 | $276K |
| Riverchase Wealth Management, LLC | 0.20% | — | 7,571 | $269K |
| Beacon Financial Advisory LLC | 0.09% | Add +22.6% | 7,561 | $268K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $263K |
| Commerce Bank | 0.00% | No change | 7,306 | $259K |
| Red Tortoise LLC | 0.14% | No change | 7,288 | $259K |
| RS Crum Inc. | 0.06% | No change | 7,272 | $258K |
| Fiduciary Trust Co | 0.00% | Reduce -7.5% | 7,210 | $256K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $252K |
| Mattern Capital Management, LLC | 0.03% | New | 7,097 | $252K |
| BOS Asset Management, LLC | 0.09% | Add +0.2% | 7,053 | $250K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 7,021 | $249K |
| Matisse Capital | 0.13% | No change | 7,000 | $248K |
| Bannerman Wealth Management Group, LLC | 0.20% | — | 6,978 | $248K |
| Renasant Bank | 0.16% | No change | 6,941 | $246K |
| Resonant Capital Advisors, LLC | 0.02% | New | 6,903 | $245K |
| Financial Counselors Inc. | 0.00% | New | 6,843 | $243K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -1.5% | 6,838 | $243K |
| SVB Wealth LLC | 0.00% | New | 6,809 | $242K |
| VERITY Wealth Advisors | 0.17% | No change | 6,771 | $240K |
| Faithward Advisors, LLC | 0.04% | Add +7.7% | 6,731 | $239K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 6,443 | $229K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 6,219 | $221K |
| Grant Street Asset Management, Inc. | 0.06% | Add +0.5% | 6,115 | $217K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 6,005 | $213K |
| Fortis Advisors, LLC | 0.14% | Add +1.0% | 5,972 | $212K |
| Rockwood Wealth Management, LLC | 0.02% | Add +2.1% | 5,978 | $212K |
| Vestment Financial LLC | 0.16% | — | 5,923 | $212K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,956 | $211K |
| Intrua Financial, LLC | 0.03% | No change | 5,945 | $211K |
| Grandfield & Dodd, LLC | 0.01% | No change | 5,856 | $208K |
| QRG Capital Management, Inc. | 0.00% | New | 5,806 | $206K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -1.0% | 5,764 | $205K |
| Cary Street Partners Financial LLC | 0.01% | — | 5,697 | $202K |
| KDK Private Wealth Management, LLC | 0.21% | — | 5,641 | $200K |
| Global Retirement Partners, LLC | 0.01% | Add +77.8% | 5,575 | $198K |
| Private Trust Co. NA | 0.02% | No change | 5,413 | $192K |
| Caldwell Trust Co | 0.02% | New | 5,130 | $182K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $159K |
| IFP Advisors, Inc | 0.01% | Add +64.2% | 4,312 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +4.2% | 4,106 | $146K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.4% | 3,720 | $132K |
| Transce3nd, LLC | 0.04% | — | 3,516 | $128K |
| McIlrath & Eck, LLC | 0.02% | Reduce -4.3% | 3,519 | $125K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $118K |
| True Wealth Design, LLC | 0.04% | No change | 3,237 | $115K |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 3,213 | $114K |
| Ridgewood Investments LLC | 0.05% | Add +0.7% | 3,153 | $112K |
| Signaturefd, LLC | 0.00% | New | 3,034 | $108K |
| TFC Financial Management, Inc. | 0.02% | Add +1.0% | 3,003 | $107K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -7.0% | 2,940 | $104K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,900 | $103K |
| Dogwood Wealth Management LLC | 0.05% | Add +8.4% | 2,857 | $101K |
| Johnson Financial Group, Inc. | 0.00% | Add +206.0% | 2,659 | $99K |
| Redwood Park Advisors LLC | 0.08% | — | 2,736 | $97K |
| First Community Trust NA | 0.07% | No change | 2,628 | $93K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 2,593 | $92K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,460 | $87K |
| Coston, McIsaac & Partners | 0.02% | Add +1.0% | 2,351 | $83K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,324 | $82K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,305 | $82K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $80K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +6.3% | 2,212 | $78K |
| Reyes Financial Architecture, Inc. | 0.06% | — | 2,184 | $77K |
| Orion Capital Management LLC | 0.03% | New | 2,155 | $76K |
| Assetmark, Inc. | 0.00% | Add +27.6% | 2,004 | $71K |
| Centennial Bank | 0.03% | New | 1,995 | $71K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $70K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $66K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -74.8% | 1,738 | $64K |
| Blue Trust, Inc. | 0.00% | No change | 1,772 | $63K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,721 | $61K |
| Sit Investment Associates Inc. | 0.00% | No change | 1,700 | $60K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 1,589 | $56K |
| Rialto Wealth Management, LLC | 0.02% | — | 1,583 | $56K |
| BlackRock, Inc. | 0.00% | New | 1,424 | $51K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +536.2% | 1,387 | $49K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,335 | $47K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -16.5% | 1,074 | $38K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | Reduce -88.6% | 1,053 | $37K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $37K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,035 | $37K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,020 | $36K |
| Providence First Trust Co | 0.01% | New | 980 | $35K |
| Prudent Man Investment Management, Inc. | 0.02% | — | 970 | $34K |
| American Capital Advisory, LLC | 0.02% | Reduce -2.8% | 939 | $33K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +160.5% | 891 | $32K |
| Private Capital Management LLC | 0.01% | No change | 857 | $30K |
| Bfsg, LLC | 0.00% | Add +1534.6% | 850 | $30K |
| First PREMIER Bank | 0.01% | New | 800 | $28K |
| GeoWealth Management, LLC | 0.00% | New | 784 | $28K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +173.4% | 771 | $27K |
| Hara Capital LLC | 0.02% | Reduce -25.0% | 750 | $27K |
| West Financial Advisors, LLC | 0.00% | No change | 666 | $24K |
| SYM FINANCIAL Corp | 0.00% | No change | 616 | $22K |
| Key Financial Inc | 0.00% | No change | 576 | $20K |
| Bessemer Group Inc. | 0.00% | No change | 550 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $19K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 520 | $18K |
| Principal Securities, Inc. | 0.00% | Add +276.6% | 418 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 408 | $14K |
| Godsey & Gibb, Inc. | 0.00% | No change | 401 | $14K |
| Pineridge Advisors LLC | 0.01% | Add +1.1% | 373 | $13K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 328 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $11K |
| NorthRock Partners, LLC | 0.00% | No change | 258 | $9K |
| Truvestments Capital LLC | 0.00% | Reduce -57.2% | 223 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -49.0% | 200 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -49.0% | 200 | $8K |
| MGB Wealth Management, LLC | 0.00% | New | 207 | $7K |
| Bank of Montreal | 0.00% | Reduce -83.9% | 185 | $7K |
| Fortitude Family Office, LLC | 0.00% | New | 172 | $6K |
| Archer Investment Corp | 0.00% | No change | 153 | $5K |
| Operose Advisors LLC | 0.00% | New | 148 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.7% | 141 | $5K |
| Grand Wealth Management, LLC | 0.00% | New | 102 | $4K |
| Capital A Wealth Management, LLC | 0.00% | — | 74 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 64 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 43 | $2K |
| Citigroup Inc. | 0.00% | New | 1 | $35 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.