Dimensional International VaDFIVETF
13F holders, Q1 2025 (March 31)643holders +38
69new positions
18sold out
4famous investors
$39.31avg. 13F price*
At the end of Q1 2025, 643 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 38 from Q4 2024. 69 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($788.2M), Mercer Global Advisors Inc. ($751.8M) and Focus Partners Wealth ($481.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $226.2M |
| Exits | 18 | $6.6M |
All 13F filers, Q4 2024 → Q1 2025: 16,765,006 shares bought and 4,099,431 shares sold, net +12,665,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 643 holders
| Envestnet Asset Management Inc. | 0.25% | Reduce -2.1% | 20,025,999 | $788.2M |
| Mercer Global Advisors Inc. | 1.72% | Add +7.4% | 19,100,299 | $751.8M |
| Focus Partners Wealth | 1.21% | Add +5.5% | 12,243,964 | $481.9M |
| Savant Capital, LLC | 2.80% | Add +1.6% | 8,412,131 | $331.1M |
| PNC Financial Services Group, Inc. | 0.15% | Add +3.9% | 7,291,842 | $287.0M |
| Northern Trust Corp. | 0.04% | Add +3.0% | 6,915,313 | $272.2M |
| Focus Partners Advisor Solutions, LLC | 3.35% | Add +4.0% | 5,592,080 | $220.1M |
| Macquarie Group Ltd. | 0.26% | Reduce -6.2% | 5,302,239 | $208.7M |
| Corient Private Wealth LP | 0.23% | Add +20.5% | 3,624,813 | $142.7M |
| Creative Planning | 0.13% | Reduce -0.8% | 3,519,193 | $138.5M |
| Foster Group, Inc. | 5.02% | Reduce -3.1% | 3,409,170 | $134.2M |
| HighTower Advisors, LLC | 0.18% | Reduce -1.6% | 3,340,244 | $131.5M |
| Raymond James Financial Inc. | 0.05% | Add +16.1% | 3,241,547 | $127.6M |
| Index Fund Advisors, Inc. | 7.77% | Reduce -11.8% | 3,192,081 | $125.6M |
| EP Wealth Advisors, LLC | 0.95% | Add +12.8% | 3,007,183 | $118.4M |
| Plancorp, LLC | 4.55% | Add +7.0% | 2,915,116 | $114.7M |
| Cerity Partners LLC | 0.21% | Add +3.6% | 2,657,547 | $104.6M |
| Modera Wealth Management, LLC | 1.36% | Reduce -1.5% | 2,551,604 | $100.4M |
| Kestra Investment Management, LLC | 1.83% | Add +63.0% | 2,407,903 | $94.8M |
| Jane Street Group, LLC | 0.15% | New | 2,072,737 | $81.6M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +0.5% | 1,995,650 | $78.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.89% | Add +1.1% | 1,858,815 | $73.2M |
| Team Hewins, LLC | 28.32% | Add +0.9% | 1,851,722 | $72.9M |
| LPL Financial LLC | 0.03% | Add +10.8% | 1,826,212 | $71.9M |
| Jackson Thornton Wealth Management, LLC | 8.70% | Reduce -1.8% | 1,697,095 | $65.6M |
| Choreo, LLC | 0.99% | Reduce -12.0% | 1,620,289 | $63.8M |
| UBS Group AG | 0.01% | Add +42.4% | 1,583,474 | $62.3M |
| Confluence Wealth Services, Inc. | 3.75% | Add +4.9% | 1,512,687 | $59.5M |
| TCI Wealth Advisors, Inc. | 4.48% | Add +3.7% | 1,422,982 | $56.0M |
| NorthCoast Asset Management LLC | 0.28% | Add +3.0% | 1,417,716 | $55.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +26.3% | 1,386,230 | $54.6M |
| Dixon Fnancial Services, Inc. | 28.72% | Reduce -2.7% | 1,349,998 | $53.1M |
| Evanson Asset Management, LLC | 3.50% | Reduce -1.9% | 1,253,809 | $49.3M |
| Royal Bank of Canada | 0.01% | Add +21.1% | 1,204,174 | $47.4M |
| Citadel Advisors | 0.05% | New | 1,201,317 | $47.3M |
| Falcon Wealth Planning | 5.25% | Add +3.3% | 1,200,928 | $47.3M |
| Beaird Harris Wealth Management, LLC | 3.98% | Add +1.3% | 1,190,181 | $46.8M |
| Apella Capital, LLC | 1.57% | Reduce -2.3% | 1,230,119 | $45.7M |
| Wealth Management Nebraska | 6.64% | Reduce -6.4% | 1,108,439 | $43.6M |
| True Link Financial Advisors, LLC | 3.22% | Add +2.9% | 1,096,338 | $43.2M |
| Bank of America Corp. | 0.00% | Add +82.3% | 975,667 | $38.4M |
| Planning Center, Inc. | 4.03% | Reduce -2.6% | 864,836 | $34.0M |
| Strategic Financial Services, Inc. | 1.97% | Add +1.1% | 856,439 | $33.7M |
| Total Wealth Planning, LLC | 5.05% | Add +4.2% | 839,021 | $33.0M |
| Keb Asset Management, LLC | 9.09% | Add +1.9% | 811,484 | $31.9M |
| Verus Financial Partners, Inc. | 3.63% | Add +2.6% | 832,141 | $31.8M |
| Sachem Hill LLC | 5.92% | Reduce -1.3% | 766,025 | $30.2M |
| Wealth Architects, LLC | 3.27% | Add +1.6% | 753,500 | $29.7M |
| Willow Creek Wealth Management Inc. | 2.85% | Reduce -0.3% | 744,415 | $29.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.69% | Reduce -10.7% | 730,536 | $28.8M |
| McGlone Suttner Wealth Management, Inc. | 4.58% | Add +0.9% | 708,766 | $27.9M |
| Exencial Wealth Advisors, LLC | 1.02% | Add +6.8% | 694,240 | $27.3M |
| Jones Financial Companies LLLP | 0.02% | Add +61.9% | 682,647 | $27.1M |
| Cetera Investment Advisers | 0.05% | Add +7.2% | 683,154 | $26.9M |
| Root Financial Partners, LLC | 2.76% | Add +7.0% | 658,210 | $25.9M |
| Hill Investment Group Partners, LLC | 3.48% | Reduce -2.2% | 644,675 | $25.4M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -11.7% | 641,560 | $25.3M |
| Sequoia Financial Advisors, LLC | 0.19% | Add +14.6% | 636,012 | $25.0M |
| Trinity Financial Advisors LLC | 8.80% | Add +5.8% | 635,391 | $24.4M |
| Efficient Frontier Advisors LLC | 15.07% | Reduce -0.2% | 588,401 | $23.2M |
| Earned Wealth Advisors, LLC | 4.89% | Add +0.3% | 565,892 | $22.3M |
| Prism Advisors, Inc. | 6.38% | Reduce -2.1% | 526,952 | $20.7M |
| JPMorgan Chase & Co. | 0.00% | Add +10.1% | 517,464 | $20.4M |
| Allworth Financial LP | 0.11% | Add +0.5% | 506,857 | $20.1M |
| Sax Wealth Advisors, LLC | 1.42% | Add +14.4% | 503,075 | $19.8M |
| McMill Wealth Management | 7.07% | Add +10.4% | 498,288 | $19.6M |
| Acropolis Investment Management, LLC | 1.10% | Reduce -0.5% | 473,296 | $18.6M |
| Parkwoods Wealth Partners, LLC | 12.43% | Add +12.0% | 467,494 | $18.4M |
| Bayshore Asset Management, LLC | 9.15% | Add +0.7% | 466,511 | $18.4M |
| CFS Investment Advisory Services, LLC | 1.63% | Reduce -3.5% | 466,036 | $18.3M |
| First Command Advisory Services, Inc. | 0.17% | Add +10.8% | 457,716 | $18.0M |
| Invst, LLC | 2.44% | New | 453,247 | $17.8M |
| Dopkins Wealth Management, LLC | 8.81% | Add +2.8% | 440,181 | $17.3M |
| Fiduciary Financial Group, LLC | 3.75% | Add +6.4% | 473,678 | $17.2M |
| PBMares Wealth Management LLC | 3.44% | Reduce -2.7% | 436,600 | $17.2M |
| ShankerValleau Wealth Advisors, Inc. | 5.49% | Reduce -6.8% | 429,500 | $16.9M |
| Market Street Wealth Management Advisors LLC | 2.86% | Reduce -6.4% | 427,708 | $16.8M |
| Pinney & Scofield, Inc. | 12.11% | Add +2.8% | 425,148 | $16.7M |
| Wescott Financial Advisory Group, LLC | 1.73% | Add +1.5% | 424,098 | $16.7M |
| Wells Fargo & Company | 0.00% | Add +11.9% | 422,805 | $16.6M |
| Equitable Holdings, Inc. | 0.16% | Add +20.8% | 417,642 | $16.4M |
| Quent Capital, LLC | 1.69% | Add +9.1% | 409,628 | $16.1M |
| Mariner, LLC | 0.03% | Add +186.1% | 406,365 | $16.0M |
| Forum Financial Management, LP | 0.26% | Reduce -15.9% | 402,400 | $15.8M |
| Navigoe, LLC | 13.31% | Reduce -0.1% | 390,610 | $15.4M |
| Squire Investment Management Company, LLC | 6.30% | Add +0.3% | 384,394 | $15.1M |
| Tobias Financial Advisors, Inc. | 2.94% | Add +12.7% | 384,135 | $15.1M |
| Claris Advisors, LLC / Mo / | 5.50% | Add +7.5% | 374,832 | $14.8M |
| Peirce Capital Management, LLC | 7.10% | Reduce -0.9% | 364,714 | $14.4M |
| Disciplined Equity Management, Inc. | 9.97% | Add +1.0% | 363,934 | $14.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.3% | 363,553 | $14.3M |
| LRI Investments, LLC | 1.38% | Add +1332.0% | 363,521 | $14.3M |
| Rather & Kittrell, Inc. | 3.08% | Reduce -0.5% | 360,510 | $14.2M |
| Ruedi Wealth Management, Inc. | 4.39% | Add +2.8% | 356,780 | $14.0M |
| Shearwater Capital LLC | 9.84% | Reduce -0.3% | 355,955 | $14.0M |
| McLean Asset Management Corp | 4.58% | Reduce -0.8% | 399,840 | $13.9M |
| Captrust Financial Advisors | 0.03% | Reduce -5.0% | 339,797 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.6% | 331,109 | $13.0M |
| Meritas Wealth Management, LLC | 7.63% | Add +6.8% | 330,393 | $13.0M |
| Apeiron RIA LLC | 3.93% | Add +1.3% | 329,992 | $13.0M |
| Fortress Wealth Management, Inc. | 6.72% | Reduce -8.6% | 328,754 | $12.9M |
| Cowa, LLC | 5.48% | Reduce -11.9% | 327,043 | $12.8M |
| Factor Wealth Management LTD | 3.91% | Add +5.1% | 323,687 | $12.7M |
| Farther Finance Advisors, LLC | 0.32% | Reduce -4.0% | 316,058 | $12.4M |
| Sterling Financial Planning, Inc. | 4.50% | Add +11.8% | 315,493 | $12.4M |
| Tillman Hartley LLC | 3.54% | Reduce -5.4% | 309,446 | $12.2M |
| KM Capital Management Ltd. | 6.56% | Add +5.9% | 309,415 | $12.2M |
| JDH Wealth Management, LLC | 10.42% | Add +0.0% | 308,464 | $12.1M |
| EnRich Financial Partners LLC | 4.04% | Reduce -1.2% | 305,341 | $12.0M |
| Pathstone Holdings, LLC | 0.05% | Reduce -18.3% | 299,509 | $11.8M |
| Financial Connections Group, Inc. | 5.24% | Add +11.2% | 296,570 | $11.7M |
| Vestia Personal Wealth Advisors | 8.91% | Add +5.3% | 286,264 | $11.3M |
| Disciplined Investments, LLC | 5.13% | Add +13.5% | 283,663 | $11.2M |
| MML Investors Services, LLC | 0.04% | Add +36.0% | 274,517 | $10.8M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -0.2% | 271,087 | $10.7M |
| Lauterbach Financial Advisors, LLC | 6.63% | Reduce -1.3% | 270,246 | $10.6M |
| B&D White Capital Company, LLC | 1.56% | New | 269,713 | $10.6M |
| Compound Planning, Inc. | 0.48% | New | 267,912 | $10.5M |
| Pallas Capital Advisors LLC | 0.43% | Add +3.2% | 264,920 | $10.4M |
| Capstone Wealth Management, LLC | 10.38% | Reduce -0.8% | 264,662 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 264,346 | $10.4M |
| Kraft Asset Management, LLC | 9.46% | Reduce -16.7% | 262,550 | $10.3M |
| Cardiff Park Advisors, LLC | 0.99% | Reduce -3.7% | 259,522 | $10.2M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -11.7% | 258,154 | $10.2M |
| DiNuzzo Private Wealth, Inc. | 1.28% | Reduce -1.1% | 257,794 | $10.1M |
| Monograph Wealth Advisors, LLC | 1.37% | Reduce -7.8% | 256,038 | $10.1M |
| Robinswood Financial LLC | 3.70% | Add +2.8% | 254,539 | $10.0M |
| Elevate Wealth Advisory, Inc. | 6.92% | Reduce -0.0% | 248,054 | $9.8M |
| Northwest Wealth Management, LLC | 1.89% | Add +5.0% | 241,306 | $9.5M |
| MBB Public Markets I LLC | 1.09% | No change | 240,000 | $9.4M |
| Truist Financial Corp. | 0.01% | Add +20.3% | 228,312 | $9.0M |
| Fonville Wealth Management LLC | 2.64% | Add +7.5% | 227,782 | $9.0M |
| Mraz, Amerine & Associates, Inc. | 1.54% | Add +1.3% | 225,415 | $8.9M |
| Old Mission Capital LLC | 0.17% | New | 226,752 | $8.9M |
| Baker Boyer National Bank | 3.20% | Reduce -1.1% | 220,723 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | No change | 232,257 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -13.6% | 215,217 | $8.5M |
| Austin Asset Management Co Inc | 1.84% | Add +2.0% | 212,896 | $8.4M |
| Werba Rubin Papier Wealth Management | 1.82% | Reduce -0.4% | 212,386 | $8.4M |
| Aspiriant, LLC | 0.29% | Reduce -1.6% | 209,047 | $8.2M |
| Cedar Point Capital Partners, LLC | 5.46% | Add +0.1% | 206,805 | $8.1M |
| Maryland Capital Advisors Inc. | 3.48% | Add +6.0% | 200,309 | $7.9M |
| Great Oak Capital Partners, LLC | 2.62% | No change | 221,893 | $7.8M |
| Perritt Capital Management Inc | 4.31% | Reduce -2.5% | 198,529 | $7.8M |
| Eclectic Associates Inc. | 2.05% | Add +187.9% | 194,364 | $7.7M |
| Andrews, Lucia Wealth Management LLC | 5.08% | Add +2.1% | 213,176 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Add +189.6% | 191,609 | $7.5M |
| AE Wealth Management LLC | 0.06% | Add +4.7% | 191,595 | $7.5M |
| Altiora Financial Group, LLC | 1.57% | Reduce -0.2% | 187,869 | $7.4M |
| Destiny Wealth Partners, LLC | 1.16% | Reduce -10.4% | 185,690 | $7.3M |
| Kondo Wealth Advisors, Inc. | 3.51% | Reduce -1.1% | 180,921 | $7.1M |
| Oceanside Advisors LLC | 5.02% | Add +3.3% | 176,165 | $6.9M |
| Phillips Financial Management, LLC | 0.53% | Add +2.1% | 175,143 | $6.9M |
| Tortoise Investment Management, LLC | 0.71% | Add +6.8% | 174,002 | $6.8M |
| Aveo Capital Partners, LLC | 1.10% | Add +9.9% | 164,140 | $6.6M |
| N.E.W. Advisory Services LLC | 0.51% | Reduce -18.0% | 167,825 | $6.6M |
| Kings Path Partners LLC | 3.21% | Add +1.6% | 166,573 | $6.6M |
| Capital Analysts, LLC | 0.24% | Add +203.1% | 166,503 | $6.6M |
| Waverly Advisors, LLC | 0.08% | Reduce -1.0% | 164,274 | $6.5M |
| Mather Group, Llc. | 0.07% | Add +177.7% | 163,935 | $6.5M |
| VeraBank, N.A. | 1.80% | Add +19.3% | 163,492 | $6.4M |
| Financial Futures Ltd Liability Co. | 3.65% | Add +0.9% | 163,443 | $6.4M |
| Stone Summit Wealth LLC | 2.15% | Add +12.4% | 160,962 | $6.3M |
| REAP Financial Group, LLC | 1.56% | Add +7.5% | 159,678 | $6.3M |
| ABLE Financial Group, LLC | 1.76% | Add +13.8% | 159,497 | $6.3M |
| G2 Capital Management, LLC / Oh | 1.88% | Add +5.0% | 157,903 | $6.2M |
| Strategic Investment Solutions, Inc. | 1.79% | Reduce -3.5% | 156,436 | $6.2M |
| Lane & Associates LLC | 3.25% | Reduce -4.7% | 153,257 | $6.0M |
| Family Legacy, Inc. | 2.03% | Add +139.1% | 150,550 | $5.9M |
| Fischer Investment Strategies, LLC | 4.28% | New | 147,546 | $5.8M |
| Eq Wealth Advisors, LLC | 4.61% | Add +32.4% | 146,973 | $5.8M |
| Morgan Stanley | 0.00% | Add +4.0% | 146,169 | $5.8M |
| Visionary Wealth Advisors | 0.34% | Add +3.8% | 145,325 | $5.7M |
| Bison Wealth, LLC | 0.53% | Add +6.8% | 143,842 | $5.7M |
| Timonier Family Office, LTD. | 2.49% | Reduce -2.2% | 143,181 | $5.6M |
| Cordant, Inc. | 2.93% | Reduce -5.0% | 142,816 | $5.6M |
| Larson Financial Group LLC | 0.26% | Reduce -2.0% | 136,993 | $5.4M |
| Mission Wealth Management, LP | 0.13% | Add +3.1% | 136,590 | $5.4M |
| HMV Wealth Advisors, LLC | 4.03% | Add +3.8% | 129,118 | $5.1M |
| 1900 Wealth Management LLC | 0.42% | Reduce -2.0% | 128,406 | $5.1M |
| Shotwell Rutter Baer Inc | 4.37% | Add +0.3% | 138,862 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +7.3% | 125,613 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +296.7% | 125,558 | $4.9M |
| Certified Advisory Corp | 0.56% | Add +2.7% | 125,180 | $4.9M |
| Breakwater Capital Group | 0.86% | Add +21.6% | 122,501 | $4.8M |
| Ariadne Wealth Management, LP | 2.52% | Reduce -0.0% | 118,234 | $4.8M |
| Blue Oak Capital, LLC | 2.65% | Add +18.5% | 122,001 | $4.8M |
| Rf&l Wealth Management, LLC | 3.40% | Add +3.1% | 120,804 | $4.8M |
| Perigon Wealth Management, LLC | 0.12% | Add +9.8% | 120,625 | $4.7M |
| Laurel Wealth Planning LLC | 3.13% | Add +1.9% | 119,737 | $4.7M |
| Whittier Trust Co. | 0.07% | No change | 119,178 | $4.7M |
| Valued Retirements, Inc. | 6.16% | Reduce -3.5% | 119,076 | $4.7M |
| Tradewinds, LLC. | 1.30% | New | 117,456 | $4.6M |
| Del-Sette Capital Management, LLC | 3.54% | Reduce -0.3% | 114,391 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -18.9% | 112,443 | $4.4M |
| Porter White Investment Advisors, Inc. | 2.16% | Add +9.6% | 110,681 | $4.4M |
| Whalen Wealth Management Inc. | 2.91% | New | 110,675 | $4.4M |
| Lam Group, Inc. | 3.20% | Reduce -1.8% | 110,493 | $4.3M |
| Cambridge Financial Group, LLC | 1.83% | Reduce -6.7% | 109,380 | $4.3M |
| AQR Capital Management | 0.00% | Add +26.3% | 109,219 | $4.3M |
| Causey Wealth LLC | 2.38% | Reduce -2.0% | 108,254 | $4.3M |
| Compass Financial Group, Inc. | 2.17% | Add +0.9% | 107,487 | $4.2M |
| OMNI 360 Wealth, Inc. | 2.79% | Add +5.5% | 105,791 | $4.2M |
| Betterment LLC | 0.01% | Reduce -7.3% | 104,013 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.2% | 103,896 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.22% | Reduce -0.0% | 103,563 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.6% | 103,424 | $4.1M |
| Tilson Financial Group, Inc. | 1.60% | Add +3.9% | 102,811 | $4.0M |
| Barnes Pettey Financial Advisors, LLC | 3.11% | Add +5.1% | 101,592 | $4.0M |
| Benningfield Financial Advisors, LLC | 3.73% | Reduce -0.1% | 98,654 | $3.9M |
| Alpha Advisors, LLC | 3.35% | New | 97,868 | $3.9M |
| Armbruster Capital Management, Inc. | 0.77% | Reduce -2.5% | 97,520 | $3.8M |
| Beacon Harbor Wealth Advisors, Inc. | 0.89% | Reduce -0.4% | 97,230 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.53% | Reduce -0.2% | 97,120 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.25% | No change | 107,364 | $3.8M |
| Spire Wealth Management | 0.12% | Reduce -5.4% | 96,777 | $3.8M |
| Avior Wealth Management, LLC | 0.14% | Add +0.7% | 94,916 | $3.7M |
| Graver Capital Management, LLC | 3.76% | Add +3.9% | 93,794 | $3.7M |
| Addison Advisors LLC | 1.00% | Add +3.5% | 93,290 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +9.0% | 92,905 | $3.7M |
| Poinciana Advisors Group, LLC | 3.78% | Reduce -0.2% | 92,771 | $3.7M |
| Burk Holdings LLC | 2.71% | Add +21.6% | 91,166 | $3.6M |
| Investmark Advisory Group LLC | 1.77% | Reduce -5.9% | 90,917 | $3.6M |
| Mattern Wealth Management LLC | 0.78% | Add +12.3% | 89,351 | $3.5M |
| Kelly Financial Group LLC | 1.09% | Reduce -0.4% | 88,914 | $3.5M |
| Evoke Wealth, LLC | 0.09% | Add +573.5% | 88,867 | $3.5M |
| Advisory Alpha, LLC | 0.12% | Reduce -3.2% | 88,604 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +10.4% | 88,297 | $3.5M |
| Bedel Financial Consulting, Inc. | 0.50% | Add +2.5% | 85,355 | $3.5M |
| Awm Capital, LLC | 0.39% | Reduce -1.1% | 85,671 | $3.4M |
| Brookstone Capital Management | 0.05% | New | 84,729 | $3.3M |
| TruNorth Capital Management, LLC | 0.83% | Reduce -0.5% | 84,568 | $3.3M |
| Symmetry Partners, LLC | 0.46% | Reduce -3.6% | 83,430 | $3.3M |
| FMB Wealth Management | 1.80% | Reduce -0.8% | 82,807 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.4% | 78,034 | $3.1M |
| CVA Family Office, LLC | 0.47% | Reduce -1.0% | 77,480 | $3.0M |
| Fund Evaluation Group, LLC | 0.13% | Add +0.0% | 76,525 | $3.0M |
| Bridge Generations Wealth Management LLC | 1.87% | Reduce -1.8% | 75,786 | $3.0M |
| L.K. Benson & Company, P.C. | 2.05% | Add +1.1% | 75,330 | $3.0M |
| Signet Financial Management, LLC | 0.40% | Reduce -4.2% | 75,321 | $3.0M |
| Red Lighthouse Investment Management, LLC | 1.21% | Add +3.5% | 80,663 | $3.0M |
| Pillar Financial Advisors, LLC | 2.18% | Reduce -0.4% | 74,331 | $2.9M |
| Cwm, LLC | 0.01% | Reduce -0.0% | 73,388 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +289.5% | 73,353 | $2.9M |
| Martin Worley Group | 1.64% | Add +11.8% | 73,114 | $2.9M |
| Journey Beyond Wealth, LLC | 2.65% | Add +6.5% | 72,095 | $2.8M |
| Adero Partners, LLC | 0.19% | Add +0.0% | 72,093 | $2.8M |
| Regions Financial Corp. | 0.02% | No change | 71,303 | $2.8M |
| Aerodigm Wealth, LLC | 1.56% | Reduce -0.2% | 71,245 | $2.8M |
| Corus Family Wealth Advisors | 1.91% | Add +11.8% | 70,901 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.5% | 69,379 | $2.7M |
| AG Asset Advisory, LLC | 2.74% | Add +10.4% | 67,837 | $2.7M |
| Aegis Wealth Management LLC | 1.57% | Reduce -0.3% | 67,764 | $2.7M |
| Renaissance Technologies | 0.00% | New | 66,700 | $2.6M |
| LexAurum Advisors, LLC | 0.50% | Add +3.2% | 65,732 | $2.6M |
| Lakeshore Financial Planning, Inc. | 1.06% | Reduce -68.4% | 64,957 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +0.0% | 64,278 | $2.5M |
| Allegiance Financial Group Advisory Services LLC | 0.76% | Reduce -8.9% | 63,503 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 62,799 | $2.5M |
| Vance Wealth, LLC | 0.93% | Add +23.6% | 62,690 | $2.5M |
| Aviance Capital Partners, LLC | 0.34% | Add +5.7% | 62,172 | $2.4M |
| Kaufman Rossin Wealth, LLC | 1.75% | Reduce -0.2% | 62,145 | $2.4M |
| Family CFO Inc | 1.34% | Add +0.2% | 61,860 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +3.3% | 61,715 | $2.4M |
| Herold Advisors, Inc. | 0.53% | Add +21.3% | 61,691 | $2.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Add +1.0% | 60,705 | $2.4M |
| Freedom Investment Management, Inc. | 0.20% | Reduce -1.5% | 60,663 | $2.4M |
| SwitchPoint Financial Planning, LLC | 2.24% | Add +0.3% | 60,042 | $2.4M |
| Per Stirling Capital Management, LLC. | 0.34% | New | 59,623 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -2.7% | 59,241 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -0.9% | 58,356 | $2.3M |
| CLG LLC | 0.78% | Add +2.2% | 57,456 | $2.3M |
| Trademark Financial Management, LLC | 1.63% | Add +284.7% | 54,186 | $2.1M |
| Interchange Capital Partners, LLC | 0.59% | New | 53,623 | $2.1M |
| Pacific Asset Management, LLC | 1.88% | Add +0.1% | 53,349 | $2.1M |
| Verum Partners LLC | 0.56% | Reduce -1.1% | 53,025 | $2.1M |
| ARK & TLK Investments, LLC | 0.73% | Add +6.2% | 52,501 | $2.1M |
| Beckerman Institutional, LLC | 1.48% | Add +57.5% | 51,901 | $2.0M |
| Diversified Portfolios, Inc. | 0.21% | Reduce -7.5% | 51,369 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +82.2% | 51,151 | $2.0M |
| Compass Capital Corp. /Ma/ | 1.05% | Reduce -5.0% | 52,649 | $2.0M |
| Aurelius Family Office LLC | 1.00% | Reduce -2.8% | 50,326 | $2.0M |
| Builder Investment Group Inc. | 0.55% | Add +0.0% | 49,006 | $1.9M |
| Hippocratic Financial Advisors, LLC | 1.14% | Add +0.4% | 48,855 | $1.9M |
| City State Bank | 0.61% | Add +13.8% | 46,653 | $1.8M |
| Lodestone Wealth Management LLC | 0.96% | Reduce -1.3% | 45,660 | $1.8M |
| JFS Wealth Advisors, LLC | 0.12% | Add +0.7% | 44,780 | $1.8M |
| Trace Wealth Advisors, LLC | 1.56% | Add +2.6% | 44,424 | $1.7M |
| MAI Capital Management | 0.01% | Add +7.2% | 44,110 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.3% | 44,065 | $1.7M |
| Cloud Capital Management, LLC | 1.22% | — | 43,705 | $1.7M |
| Jentner Corp | 0.51% | Reduce -20.4% | 43,241 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.8% | 43,059 | $1.7M |
| Embree Financial Group | 0.28% | Add +126.5% | 42,682 | $1.7M |
| Axxcess Wealth Management, LLC | 0.05% | New | 42,523 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +51.9% | 41,469 | $1.6M |
| Krilogy Financial LLC | 0.10% | Add +0.0% | 41,154 | $1.6M |
| American Investment Services, Inc. | 0.28% | No change | 41,133 | $1.6M |
| Zhang Financial LLC | 0.09% | Add +190.5% | 41,008 | $1.6M |
| BWM Planning, LLC | 0.68% | No change | 40,979 | $1.6M |
| Quarry Hill Advisors, LLC | 1.05% | No change | 40,903 | $1.6M |
| Legacy Financial Advisors, Inc. | 0.27% | Add +22.7% | 40,791 | $1.6M |
| CSS LLC | 0.32% | New | 40,350 | $1.6M |
| Strata Wealth Advisors, LLC | 0.49% | Add +22.4% | 40,072 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -3.5% | 39,541 | $1.6M |
| Vantage Point Financial LLC | 0.78% | Add +14.1% | 39,400 | $1.6M |
| Applied Capital LLC | 0.75% | No change | 38,926 | $1.5M |
| LJI Wealth Management, LLC | 0.30% | Add +8.9% | 37,727 | $1.5M |
| Silver Oak Securities, Incorporated | 0.14% | Add +8.0% | 37,349 | $1.5M |
| TFO Wealth Partners, LLC | 0.29% | Reduce -6.8% | 37,182 | $1.5M |
| Heritage Wealth Management, Inc./Texas | 0.83% | Reduce -13.4% | 36,383 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.52% | Reduce -8.1% | 36,174 | $1.4M |
| Parkworth Wealth Management, Inc. | 1.13% | Add +0.7% | 35,856 | $1.4M |
| Kraft, Davis & Associates, LLC | 0.45% | New | 35,768 | $1.4M |
| Tru Independence Asset Management 2, LLC | 1.05% | Reduce -26.8% | 35,719 | $1.4M |
| SOL Capital Management CO | 0.15% | Add +7.0% | 35,300 | $1.4M |
| Verus Wealth Management, LLC | 1.50% | No change | 34,713 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +6.7% | 34,254 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +15.0% | 32,962 | $1.3M |
| Atlas Capital Advisors Inc. | 0.16% | Add +6.2% | 32,701 | $1.3M |
| Peoples Bank | 0.84% | New | 32,417 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.31% | Reduce -0.0% | 32,205 | $1.3M |
| &partners | 0.01% | New | 31,852 | $1.3M |
| Nautilus Advisors LLC | 1.01% | Add +19.1% | 30,967 | $1.2M |
| Watershed Private Wealth LLC | 0.48% | Reduce -0.6% | 30,690 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.2% | 29,960 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.9% | 29,634 | $1.2M |
| Collective Family Office LLC | 0.31% | Reduce -4.0% | 29,350 | $1.2M |
| Arcadia Wealth Management, LLC | 0.57% | Add +3.5% | 29,154 | $1.1M |
| Lutz Financial Services LLC | 0.09% | No change | 28,558 | $1.1M |
| Comerica Bank | 0.00% | Add +7.1% | 28,248 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.30% | Add +68.8% | 28,247 | $1.1M |
| Global Trust Asset Management, LLC | 0.67% | Reduce -22.4% | 27,958 | $1.1M |
| 25 LLC | 0.45% | Reduce -0.0% | 27,892 | $1.1M |
| Greenspring Advisors, LLC | 0.26% | Add +33.5% | 27,611 | $1.1M |
| Berger Financial Group, Inc | 0.08% | Add +3.5% | 27,519 | $1.1M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -3.0% | 27,496 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.3% | 26,615 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.1% | 27,325 | $1.1M |
| Foundation Wealth Management, LLC\PA | 0.50% | Reduce -0.9% | 26,869 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +5.4% | 26,346 | $1.0M |
| Kaye Capital Management | 0.42% | Add +0.3% | 26,306 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -8.6% | 26,160 | $1.0M |
| New Dimensions Wealth Management, LLC | 1.03% | — | 26,150 | $1.0M |
| Investment Advisory Group, LLC | 0.34% | Add +10.9% | 26,149 | $1.0M |
| Marcum Wealth, LLC | 0.09% | Add +0.3% | 25,479 | $1.0M |
| Optivise Advisory Services LLC | 0.56% | Add +6.4% | 25,160 | $990K |
| Susquehanna International Group, LLP | 0.00% | New | 25,018 | $985K |
| McGrath & Associates, Inc. | 1.77% | Reduce -1.6% | 24,589 | $968K |
| Clarity Capital Advisors, LLC | 0.63% | Add +0.3% | 24,486 | $964K |
| Callan Family Office, LLC | 0.07% | New | 24,350 | $958K |
| Versant Capital Management, Inc | 0.16% | Reduce -27.0% | 24,062 | $947K |
| Mills Wealth Advisors LLC | 0.50% | Reduce -3.7% | 23,873 | $940K |
| Sovereign Financial Group, Inc. | 0.22% | Add +1.1% | 23,743 | $935K |
| Encompass Wealth Advisors, LLC | 0.38% | Reduce -1.8% | 23,551 | $927K |
| Riversedge Advisors, LLC | 0.21% | Reduce -95.5% | 23,393 | $921K |
| Prosperity Planning, Inc. | 0.41% | Add +0.8% | 23,370 | $920K |
| Longview Financial Advisors LLC | 0.60% | Reduce -0.3% | 23,105 | $909K |
| Medallion Wealth Advisors, LLC | 0.41% | Add +85.0% | 22,645 | $892K |
| Sunesis Advisors, LLC | 0.48% | No change | 22,653 | $892K |
| Clark Asset Management, LLC | 0.15% | Add +10.1% | 22,552 | $888K |
| World Investment Advisors | 0.02% | Add +26.1% | 22,532 | $887K |
| CogentBlue Wealth Advisors, LLC | 0.78% | Reduce -7.9% | 22,505 | $886K |
| RB Capital Management, LLC | 0.22% | Add +6.0% | 21,959 | $864K |
| D.A. Davidson & Co. | 0.01% | Add +1.9% | 21,941 | $864K |
| Fifth Third Bancorp | 0.00% | Reduce -29.1% | 21,909 | $862K |
| Baker Tilly Wealth Management, LLC | 0.34% | No change | 21,851 | $860K |
| Archvest Wealth Advisors, Inc. | 0.70% | Add +24.2% | 21,636 | $852K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 21,552 | $848K |
| Townsquare Capital LLC | 0.01% | Add +20.9% | 21,330 | $840K |
| Level Financial Advisors | 0.28% | Reduce -0.3% | 21,127 | $832K |
| Running Point Capital Advisors, LLC | 0.26% | No change | 21,092 | $830K |
| Natixis Advisors, LLC | 0.00% | Add +104.2% | 20,600 | $811K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +45.2% | 20,599 | $811K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +45.2% | 20,599 | $811K |
| HBW Advisory Services LLC | 0.11% | New | 20,350 | $801K |
| Avant Financial Advisors LLC | 0.72% | No change | 20,080 | $790K |
| JT Stratford LLC | 0.14% | Reduce -36.3% | 19,968 | $786K |
| Good Life Advisors, LLC | 0.05% | Add +7.9% | 19,805 | $780K |
| MPWM Advisory Solutions, LLC | 0.56% | Add +0.1% | 19,675 | $774K |
| IFG Advisors, LLC | 0.15% | Reduce -1.9% | 19,608 | $772K |
| Wedmont Private Capital | 0.04% | New | 20,560 | $769K |
| First Western Trust Bank | 0.04% | Reduce -15.3% | 19,497 | $767K |
| Ellenbecker Investment Group | 0.14% | Reduce -3.0% | 19,179 | $755K |
| Ameriprise Financial Inc. | 0.00% | Add +115.9% | 18,821 | $741K |
| Future You Wealth LLC | 0.47% | No change | 18,775 | $739K |
| Mustard Seed Financial, LLC | 0.59% | Reduce -5.0% | 18,620 | $733K |
| FMR LLC | 0.00% | Reduce -1.6% | 18,538 | $730K |
| Sutton Place Investors LLC | 0.49% | Add +10.5% | 18,350 | $722K |
| Nwam LLC | 0.06% | Reduce -7.3% | 18,343 | $722K |
| FinDec Wealth Services, Inc. | 0.71% | Reduce -88.8% | 18,257 | $719K |
| Smartleaf Asset Management LLC | 0.07% | Add +9.4% | 17,833 | $708K |
| Melfa Wealth Management, Inc. | 0.47% | Add +6.9% | 17,749 | $699K |
| Zacks Investment Management | 0.01% | Add +8.7% | 17,709 | $697K |
| PrairieView Partners, LLC | 0.07% | Add +7.6% | 17,700 | $696K |
| Able Wealth Management LLC | 0.41% | Add +3.8% | 17,500 | $689K |
| Valued Wealth Advisors LLC | 0.41% | Reduce -0.8% | 17,367 | $684K |
| Turning Point Benefit Group, Inc. | 0.64% | Add +92.5% | 19,489 | $681K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 17,255 | $679K |
| Montag A & Associates Inc. | 0.03% | Add +0.3% | 17,152 | $675K |
| Archer Investment Management, LLC | 0.47% | Reduce -1.9% | 17,131 | $674K |
| MB Generational Wealth, LLC | 0.50% | Reduce -1.0% | 17,124 | $674K |
| Morris Financial Concepts, Inc. | 0.28% | Add +117.8% | 17,059 | $671K |
| RFG Advisory, LLC | 0.02% | Reduce -76.1% | 16,930 | $666K |
| Signal Advisors Wealth, LLC | 0.06% | Add +5.9% | 16,256 | $640K |
| Asset Dedication, LLC | 0.05% | No change | 15,982 | $629K |
| Clayton Financial Group LLC | 0.23% | Reduce -13.0% | 15,930 | $627K |
| MN Wealth Advisors, LLC | 0.37% | Reduce -66.3% | 15,824 | $623K |
| Iowa State Bank | 0.13% | New | 15,812 | $622K |
| Studio Investment Management LLC | 0.13% | Add +7.7% | 15,706 | $618K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 15,635 | $615K |
| Mullaney, Keating & Wright, Inc. | 0.41% | Add +0.2% | 15,527 | $611K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +4.1% | 15,089 | $594K |
| Curio Wealth, LLC | 0.31% | Reduce -100.0% | 9 | $594K |
| Drive Wealth Management, LLC | 0.14% | New | 14,827 | $584K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -1.4% | 14,811 | $583K |
| Formidable Asset Management, LLC | 0.10% | Add +8.0% | 14,752 | $581K |
| Abacus Wealth Partners, LLC | 0.09% | No change | 14,472 | $570K |
| Beacon Financial Advisory LLC | 0.17% | Add +88.4% | 14,242 | $561K |
| Ironwood Financial, llc | 0.12% | Reduce -1.4% | 14,227 | $560K |
| Ballentine Partners, LLC | 0.01% | Reduce -8.4% | 14,023 | $552K |
| RAM Investment Partners, LLC | 0.13% | No change | 13,840 | $545K |
| Keybank National Association | 0.00% | No change | 13,649 | $537K |
| Riverchase Wealth Management, LLC | 0.37% | Add +76.9% | 13,395 | $527K |
| Blume Capital Management, Inc. | 0.12% | No change | 13,150 | $518K |
| IFP Advisors, Inc | 0.02% | Add +201.3% | 12,994 | $511K |
| Simplicity Wealth,LLC | 0.04% | Add +54.9% | 12,868 | $506K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.21% | No change | 13,076 | $500K |
| First National Corp. /Ma/ | 0.11% | Add +5.0% | 12,644 | $498K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +56.9% | 12,623 | $497K |
| Tassel Capital Management, Inc. | 0.43% | Reduce -16.1% | 12,431 | $489K |
| Brand Asset Management Group, Inc. | 0.20% | Add +18.2% | 12,257 | $482K |
| Compass Ion Advisors, LLC | 0.06% | No change | 12,254 | $482K |
| Citizens Financial Group Inc. | 0.01% | Add +10.1% | 12,236 | $482K |
| Oak Wealth Advisors LLC | 0.35% | No change | 12,180 | $479K |
| Unison Advisors LLC | 0.06% | Reduce -0.1% | 11,822 | $465K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $465K |
| Tarbox Family Office, Inc. | 0.08% | Reduce -8.9% | 11,789 | $464K |
| Evergreen Capital Management LLC | 0.02% | Add +1.7% | 11,743 | $462K |
| One Charles Private Wealth Services, LLC | 0.15% | No change | 11,721 | $461K |
| Brighton Jones LLC | 0.01% | Add +0.2% | 11,596 | $456K |
| Hemington Wealth Management | 0.07% | Reduce -5.0% | 11,582 | $455K |
| Waterfront Wealth Inc. | 0.11% | No change | 11,387 | $448K |
| Gemmer Asset Management LLC | 0.04% | Add +0.0% | 11,133 | $438K |
| CW Advisors, LLC | 0.01% | New | 11,043 | $437K |
| K2 Financial Inc. | 0.42% | Add +1.9% | 11,240 | $433K |
| Hanover Advisors Inc. | 0.19% | Reduce -1.0% | 10,983 | $432K |
| Hardin Capital Partners, LLC | 0.26% | Add +3.0% | 10,940 | $431K |
| Vision Capital Management, Inc. | 0.06% | Reduce -17.3% | 10,931 | $430K |
| Sandy Spring Bank | 0.02% | Add +9.7% | 10,914 | $430K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -45.0% | 10,824 | $426K |
| FineMark National Bank & Trust | 0.02% | Add +3.1% | 10,786 | $425K |
| Ieq Capital, LLC | 0.00% | No change | 10,632 | $418K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,552 | $415K |
| GWN Securities Inc. | 0.02% | New | 10,400 | $409K |
| BIP Wealth, LLC | 0.03% | Add +20.9% | 10,306 | $406K |
| Tranquility Partners, LLC | 0.16% | Reduce -2.9% | 10,296 | $405K |
| Silver Oak Advisory Group, Inc. | 0.21% | No change | 10,208 | $401K |
| Parallel Advisors, LLC | 0.01% | Add +634.4% | 10,186 | $401K |
| Diversify Advisory Services, LLC | 0.02% | No change | 9,811 | $396K |
| Brown Brothers Harriman & Co. | 0.00% | New | 9,983 | $393K |
| Wealthspan Partners, LLC | 0.18% | Add +1.3% | 9,971 | $392K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +14.9% | 9,942 | $391K |
| Klingman & Associates, LLC | 0.02% | No change | 9,721 | $383K |
| Argent Trust Co | 0.02% | No change | 9,583 | $377K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.3% | 9,537 | $375K |
| James J. Burns & Company, LLC | 0.07% | Add +22.4% | 9,521 | $375K |
| Five Oceans Advisors | 0.18% | Reduce -21.4% | 9,495 | $374K |
| Benchmark Wealth Management, LLC | 0.18% | New | 9,482 | $373K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -49.3% | 9,476 | $373K |
| Partners in Financial Planning | 0.07% | Add +0.2% | 9,462 | $372K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.1% | 9,410 | $370K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 9,171 | $361K |
| Alkeme Wealth, LLC | 0.16% | Add +0.4% | 9,160 | $361K |
| Golden Bell Financial Planning LLC | 0.35% | Add +2.3% | 9,144 | $360K |
| Pettinga Financial Advisors LLC | 0.08% | New | 9,060 | $357K |
| Sculati Wealth Management, LLC | 0.14% | New | 9,058 | $357K |
| Financial Symmetry Inc | 0.22% | No change | 9,010 | $355K |
| GDS Wealth Management | 0.03% | New | 8,951 | $352K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +1.2% | 8,868 | $352K |
| Beta Wealth Group, Inc. | 0.13% | Reduce -8.1% | 8,846 | $348K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -10.2% | 8,696 | $342K |
| Seaside Wealth Management, Inc. | 0.12% | Add +0.3% | 8,681 | $342K |
| Johnson Financial Group, LLC | 0.04% | New | 8,649 | $340K |
| Heritage Financial Services, LLC | 0.03% | Reduce -31.6% | 8,646 | $340K |
| Old Mission Investment Co LLC | 0.10% | Reduce -29.0% | 8,578 | $338K |
| Integrity Alliance, Llc. | 0.01% | Add +1.6% | 8,479 | $334K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -1.0% | 8,457 | $333K |
| Curi Capital, LLC | 0.01% | Add +0.4% | 8,451 | $333K |
| Advyzon Investment Management, LLC | 0.12% | Add +3.0% | 8,442 | $332K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 8,389 | $330K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,335 | $328K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,216 | $323K |
| CRA Financial Services, LLC | 0.05% | New | 8,082 | $318K |
| Mattern Capital Management, LLC | 0.04% | Add +13.6% | 8,059 | $317K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -23.5% | 7,991 | $315K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -11.6% | 7,864 | $310K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 7,861 | $309K |
| Elser Financial Planning, Inc | 0.42% | Reduce -63.8% | 7,789 | $307K |
| Flagstone Financial Management | 0.10% | Reduce -4.5% | 7,785 | $306K |
| Quantum Financial Advisors, LLC | 0.05% | Reduce -48.3% | 7,723 | $304K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -14.2% | 7,590 | $299K |
| AlphaCore Capital LLC | 0.03% | New | 7,565 | $298K |
| Narus Financial Partners, LLC | 0.10% | Reduce -20.3% | 7,521 | $296K |
| Faithward Advisors, LLC | 0.05% | Add +11.7% | 7,515 | $296K |
| Commerce Bank | 0.00% | Add +2.1% | 7,463 | $294K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $291K |
| Accel Wealth Management | 0.10% | New | 7,308 | $288K |
| Red Tortoise LLC | 0.15% | No change | 7,288 | $287K |
| RS Crum Inc. | 0.08% | No change | 7,272 | $286K |
| QRG Capital Management, Inc. | 0.00% | Add +24.9% | 7,251 | $285K |
| Fiduciary Trust Co | 0.00% | No change | 7,210 | $284K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $280K |
| BOS Asset Management, LLC | 0.10% | No change | 7,053 | $278K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 7,021 | $276K |
| Matisse Capital | 0.15% | No change | 7,000 | $276K |
| Bannerman Wealth Management Group, LLC | 0.22% | No change | 6,978 | $275K |
| Renasant Bank | 0.18% | No change | 6,941 | $273K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.0% | 6,906 | $272K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,838 | $269K |
| SVB Wealth LLC | 0.01% | Add +0.1% | 6,816 | $268K |
| VERITY Wealth Advisors | 0.20% | No change | 6,771 | $267K |
| Financial Counselors Inc. | 0.00% | Reduce -1.2% | 6,763 | $266K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.1% | 6,493 | $256K |
| Sage Private Wealth Group, LLC | 0.19% | New | 6,440 | $253K |
| Sowell Financial Services LLC | 0.01% | New | 6,351 | $250K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 6,270 | $247K |
| BluePointe Capital Management, LLC | 0.09% | New | 6,148 | $242K |
| Bridgewater Advisors Inc. | 0.02% | New | 5,987 | $242K |
| Grant Street Asset Management, Inc. | 0.06% | Add +0.4% | 6,137 | $242K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $236K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,971 | $235K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,956 | $234K |
| Intrua Financial, LLC | 0.04% | No change | 5,945 | $234K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -2.0% | 5,856 | $230K |
| Grandfield & Dodd, LLC | 0.01% | No change | 5,856 | $230K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -6.0% | 5,843 | $230K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.6% | 5,798 | $228K |
| Long Island Wealth Management, Inc. | 0.14% | New | 5,739 | $226K |
| Vestment Financial LLC | 0.16% | Reduce -4.7% | 5,643 | $223K |
| KDK Private Wealth Management, LLC | 0.25% | No change | 5,641 | $222K |
| Brown Advisory Inc. | 0.00% | New | 5,620 | $221K |
| Heritage Investment Group, Inc. | 0.04% | New | 5,567 | $219K |
| WNY Asset Management, LLC | 0.03% | New | 5,542 | $218K |
| Bell Bank | 0.01% | New | 5,506 | $217K |
| Westmount Partners, LLC | 0.07% | New | 5,481 | $216K |
| Prospera Financial Services Inc | 0.01% | New | 5,475 | $215K |
| CGN Advisors LLC | 0.02% | New | 5,444 | $214K |
| Balboa Wealth Partners | 0.05% | New | 5,308 | $209K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,307 | $209K |
| Safeguard Financial, LLC | 0.05% | Reduce -37.7% | 5,293 | $208K |
| Private Trust Co. NA | 0.02% | Reduce -2.5% | 5,279 | $208K |
| Continuum Wealth Advisors, LLC | 0.11% | New | 5,228 | $206K |
| Nalls Sherbakoff Group, LLC | 0.16% | — | 5,130 | $202K |
| Caldwell Trust Co | 0.02% | No change | 5,130 | $202K |
| D. E. Shaw & Co. | 0.00% | Reduce -60.0% | 5,096 | $201K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -12.9% | 4,959 | $195K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -43.8% | 5,174 | $179K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $177K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 3,993 | $157K |
| SJS Investment Consulting Inc. | 0.02% | New | 3,680 | $145K |
| Clearstead Advisors, LLC | 0.00% | Reduce -59.5% | 3,636 | $143K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.6% | 3,622 | $143K |
| Signaturefd, LLC | 0.00% | Add +16.5% | 3,534 | $139K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,519 | $139K |
| Bank of Montreal | 0.00% | Add +1708.7% | 3,346 | $132K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $131K |
| Coston, McIsaac & Partners | 0.04% | Add +41.1% | 3,317 | $130K |
| True Wealth Design, LLC | 0.05% | No change | 3,237 | $127K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 3,224 | $127K |
| Ridgewood Investments LLC | 0.06% | Add +0.3% | 3,162 | $124K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +0.3% | 2,950 | $116K |
| TFC Financial Management, Inc. | 0.02% | Reduce -1.9% | 2,946 | $116K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,900 | $114K |
| Dogwood Wealth Management LLC | 0.06% | Add +0.3% | 2,867 | $113K |
| Assetmark, Inc. | 0.00% | Add +39.2% | 2,789 | $110K |
| Sittner & Nelson, LLC | 0.05% | Add +60.4% | 2,760 | $109K |
| First Community Trust NA | 0.09% | No change | 2,628 | $103K |
| Concord Wealth Partners | 0.02% | New | 2,516 | $99K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,460 | $97K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,324 | $91K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,305 | $91K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $88K |
| Reyes Financial Architecture, Inc. | 0.06% | No change | 2,184 | $86K |
| Bfsg, LLC | 0.01% | Add +147.9% | 2,107 | $83K |
| Orion Capital Management LLC | 0.03% | Reduce -7.4% | 1,996 | $79K |
| Centennial Bank | 0.04% | No change | 1,995 | $79K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $77K |
| Proathlete Wealth Management LLC | 0.03% | New | 1,902 | $75K |
| Arax Advisory Partners | 0.00% | New | 1,881 | $74K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $73K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,849 | $73K |
| Blue Trust, Inc. | 0.00% | No change | 1,772 | $70K |
| Transce3nd, LLC | 0.03% | Reduce -50.0% | 1,758 | $68K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,583 | $62K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,520 | $60K |
| BlackRock, Inc. | 0.00% | No change | 1,424 | $56K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $56K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,335 | $53K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 1,089 | $43K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,074 | $42K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | No change | 1,053 | $41K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $41K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,035 | $41K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,020 | $40K |
| American Capital Advisory, LLC | 0.02% | No change | 939 | $37K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 891 | $35K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 970 | $34K |
| SouthState Bank Corp | 0.00% | New | 857 | $34K |
| First PREMIER Bank | 0.01% | No change | 800 | $31K |
| Redwood Park Advisors LLC | 0.02% | Reduce -73.9% | 715 | $28K |
| West Financial Advisors, LLC | 0.01% | No change | 666 | $26K |
| SYM FINANCIAL Corp | 0.00% | No change | 616 | $24K |
| Creekmur Asset Management LLC | 0.00% | New | 596 | $23K |
| Key Financial Inc | 0.00% | No change | 576 | $23K |
| Bessemer Group Inc. | 0.00% | No change | 550 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $22K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 520 | $20K |
| Cornerstone Planning Group LLC | 0.00% | New | 459 | $18K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 435 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 408 | $16K |
| Godsey & Gibb, Inc. | 0.00% | No change | 401 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 418 | $15K |
| Pineridge Advisors LLC | 0.01% | Add +0.3% | 374 | $15K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 328 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 315 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $12K |
| NorthRock Partners, LLC | 0.00% | No change | 258 | $10K |
| MGB Wealth Management, LLC | 0.00% | No change | 207 | $8K |
| Grand Wealth Management, LLC | 0.00% | Add +97.1% | 201 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 200 | $8K |
| Hara Capital LLC | 0.01% | Reduce -73.3% | 200 | $8K |
| Truvestments Capital LLC | 0.00% | Reduce -10.8% | 199 | $8K |
| Archer Investment Corp | 0.00% | No change | 153 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 141 | $6K |
| Breakwater Investment Management | 0.00% | New | 145 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 143 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 64 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 43 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 23 | $905 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -87.8% | 9 | $354 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.