Dimensional International VaDFIVETF
13F holders, Q2 2025 (June 30)691holders +48
68new positions
17sold out
4famous investors
$42.85avg. 13F price*
At the end of Q2 2025, 691 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 48 from Q1 2025. 68 opened new positions and 17 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($1.1B), Envestnet Asset Management Inc. ($905.0M) and Mercer Global Advisors Inc. ($853.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $115.6M |
| Exits | 17 | $21.3M |
All 13F filers, Q1 2025 → Q2 2025: 37,801,697 shares bought and 4,741,307 shares sold, net +33,060,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 691 holders
| Northwestern Mutual Wealth Management Co. | 0.77% | Add +1676.6% | 24,627,560 | $1.1B |
| Envestnet Asset Management Inc. | 0.26% | Add +5.5% | 21,129,796 | $905.0M |
| Mercer Global Advisors Inc. | 1.92% | Add +4.3% | 19,920,696 | $853.2M |
| Focus Partners Wealth | 1.08% | Reduce -4.6% | 11,680,814 | $500.3M |
| Savant Capital, LLC | 2.62% | Add +1.1% | 8,506,601 | $364.3M |
| PNC Financial Services Group, Inc. | 0.22% | Add +7.4% | 7,834,447 | $335.5M |
| Northern Trust Corp. | 0.04% | Add +3.8% | 7,176,183 | $307.4M |
| Macquarie Group Ltd. | 0.32% | Add +13.9% | 6,041,002 | $258.7M |
| Focus Partners Advisor Solutions, LLC | 3.18% | Reduce -0.4% | 5,568,690 | $238.5M |
| Corient Private Wealth LP | 0.22% | Add +8.0% | 3,914,126 | $167.6M |
| EP Wealth Advisors, LLC | 1.00% | Add +18.4% | 3,561,564 | $152.5M |
| Creative Planning | 0.13% | Reduce -0.6% | 3,497,364 | $149.8M |
| Raymond James Financial Inc. | 0.05% | Add +7.5% | 3,485,479 | $149.3M |
| HighTower Advisors, LLC | 0.18% | Add +0.9% | 3,371,018 | $144.4M |
| Foster Group, Inc. | 4.91% | Reduce -1.9% | 3,345,974 | $143.3M |
| Plancorp, LLC | 4.76% | Add +10.1% | 3,209,592 | $137.5M |
| Index Fund Advisors, Inc. | 7.61% | Reduce -0.9% | 3,162,788 | $135.5M |
| Cerity Partners LLC | 0.21% | Add +4.1% | 2,766,692 | $118.5M |
| Kestra Investment Management, LLC | 3.49% | Add +11.8% | 2,692,601 | $115.3M |
| Modera Wealth Management, LLC | 1.33% | Reduce -1.4% | 2,517,105 | $107.8M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +3.5% | 2,065,036 | $89.4M |
| LPL Financial LLC | 0.03% | Add +2.8% | 1,876,479 | $80.4M |
| Team Hewins, LLC | 28.30% | Reduce -1.0% | 1,832,574 | $78.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.77% | Reduce -1.9% | 1,824,444 | $78.1M |
| Jackson Thornton Wealth Management, LLC | 8.25% | Reduce -1.4% | 1,672,558 | $72.0M |
| Cetera Investment Advisers | 0.12% | Add +144.6% | 1,670,688 | $71.6M |
| UBS Group AG | 0.01% | Add +1.1% | 1,601,649 | $68.6M |
| Confluence Wealth Services, Inc. | 3.70% | Add +4.7% | 1,584,351 | $67.9M |
| NorthCoast Asset Management LLC | 0.28% | Add +7.4% | 1,522,218 | $65.2M |
| Choreo, LLC | 0.91% | Reduce -6.5% | 1,515,519 | $64.9M |
| TCI Wealth Advisors, Inc. | 4.39% | Add +5.1% | 1,495,634 | $64.1M |
| Jane Street Group, LLC | 0.10% | Reduce -34.1% | 1,366,009 | $58.5M |
| Dixon Fnancial Services, Inc. | 28.92% | Reduce -0.9% | 1,337,217 | $57.3M |
| Evanson Asset Management, LLC | 3.47% | Add +4.0% | 1,304,154 | $55.9M |
| Bank of America Corp. | 0.00% | Add +33.6% | 1,303,722 | $55.8M |
| Apella Capital, LLC | 1.40% | Reduce -1.7% | 1,209,385 | $51.7M |
| Beaird Harris Wealth Management, LLC | 3.93% | Reduce -0.5% | 1,184,228 | $50.7M |
| Falcon Wealth Planning | 5.08% | Reduce -2.3% | 1,173,390 | $50.3M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 1,164,491 | $49.9M |
| Wealth Management Nebraska | 6.71% | Add +4.7% | 1,160,172 | $49.6M |
| True Link Financial Advisors, LLC | 3.24% | Add +0.1% | 1,097,757 | $47.0M |
| Maseco LLP | 1.73% | — | 1,063,359 | $45.5M |
| Jones Financial Companies LLLP | 0.03% | Add +46.1% | 997,424 | $42.7M |
| Verus Financial Partners, Inc. | 3.79% | Add +2.6% | 854,083 | $37.2M |
| Strategic Financial Services, Inc. | 1.98% | Add +0.1% | 857,647 | $36.7M |
| Total Wealth Planning, LLC | 4.62% | Add +1.6% | 852,653 | $36.5M |
| Planning Center, Inc. | 3.97% | Reduce -3.1% | 838,187 | $35.9M |
| Keb Asset Management, LLC | 8.83% | Add +1.9% | 827,294 | $35.4M |
| Premier Financial Group | 9.64% | — | 770,167 | $34.7M |
| Exencial Wealth Advisors, LLC | 1.12% | Add +6.8% | 741,524 | $31.8M |
| Willow Creek Wealth Management Inc. | 2.84% | Reduce -0.9% | 737,938 | $31.6M |
| Wealth Architects, LLC | 3.21% | Reduce -2.2% | 737,195 | $31.6M |
| McGlone Suttner Wealth Management, Inc. | 4.67% | Add +1.9% | 722,051 | $30.9M |
| Washington Trust Bank | 2.54% | New | 703,313 | $30.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.65% | Reduce -3.9% | 702,043 | $30.1M |
| Pallas Capital Advisors LLC | 1.11% | Add +156.2% | 678,763 | $29.1M |
| Sachem Hill LLC | 5.74% | Reduce -14.3% | 656,611 | $28.1M |
| Sax Wealth Advisors, LLC | 1.69% | Add +29.6% | 651,838 | $27.9M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +0.9% | 647,336 | $27.7M |
| Trinity Financial Advisors LLC | 8.44% | Add +1.3% | 643,508 | $27.6M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -3.6% | 612,876 | $26.2M |
| Hill Investment Group Partners, LLC | 3.41% | Reduce -5.2% | 611,184 | $26.2M |
| Root Financial Partners, LLC | 2.45% | Reduce -9.9% | 592,957 | $25.4M |
| Efficient Frontier Advisors LLC | 15.71% | Reduce -1.8% | 577,942 | $24.8M |
| Earned Wealth Advisors, LLC | 4.73% | Reduce -0.4% | 563,749 | $24.1M |
| Mariner, LLC | 0.03% | Add +33.3% | 541,606 | $23.2M |
| Wells Fargo & Company | 0.01% | Add +27.8% | 540,256 | $23.1M |
| Truist Financial Corp. | 0.03% | Add +129.6% | 524,098 | $22.4M |
| Fiduciary Financial Group, LLC | 3.98% | Add +8.3% | 512,976 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 509,202 | $21.8M |
| Allworth Financial LP | 0.10% | Reduce -1.5% | 499,388 | $21.4M |
| McMill Wealth Management | 6.97% | Reduce -1.3% | 491,759 | $21.0M |
| Parkwoods Wealth Partners, LLC | 12.04% | Add +4.3% | 487,420 | $20.9M |
| Acropolis Investment Management, LLC | 1.15% | Add +2.9% | 487,005 | $20.9M |
| First Command Advisory Services, Inc. | 0.17% | Add +3.2% | 472,500 | $20.2M |
| Bayshore Asset Management, LLC | 9.00% | Reduce -1.4% | 459,857 | $19.7M |
| CFS Investment Advisory Services, LLC | 1.61% | Reduce -1.5% | 458,932 | $19.7M |
| Quent Capital, LLC | 1.88% | Add +11.3% | 455,919 | $19.5M |
| Equitable Holdings, Inc. | 0.16% | Add +7.8% | 450,209 | $19.3M |
| Prism Advisors, Inc. | 5.37% | Reduce -16.4% | 440,645 | $18.9M |
| PBMares Wealth Management LLC | 3.45% | Add +0.8% | 439,880 | $18.8M |
| Dopkins Wealth Management, LLC | 8.40% | Reduce -0.7% | 437,150 | $18.7M |
| Citadel Advisors | 0.02% | Reduce -64.1% | 431,113 | $18.5M |
| Tobias Financial Advisors, Inc. | 3.13% | Add +11.1% | 426,593 | $18.3M |
| Eclectic Associates Inc. | 3.97% | Add +119.3% | 426,159 | $18.3M |
| Pinney & Scofield, Inc. | 12.33% | Add +0.0% | 425,181 | $18.2M |
| Wescott Financial Advisory Group, LLC | 1.74% | Add +0.2% | 424,837 | $18.2M |
| Cowa, LLC | 6.79% | Add +27.3% | 416,369 | $17.8M |
| Mason Street Advisors, LLC | 2.08% | New | 414,700 | $17.8M |
| Market Street Wealth Management Advisors LLC | 2.90% | Reduce -3.0% | 414,685 | $17.8M |
| Disciplined Equity Management, Inc. | 10.15% | Add +11.0% | 403,820 | $17.3M |
| McLean Asset Management Corp | 4.51% | Reduce -0.6% | 397,357 | $17.2M |
| Squire Investment Management Company, LLC | 6.28% | Add +3.4% | 397,609 | $17.0M |
| Forum Financial Management, LP | 0.26% | Reduce -2.3% | 393,136 | $16.8M |
| Navigoe, LLC | 12.64% | Add +0.1% | 390,936 | $16.7M |
| ShankerValleau Wealth Advisors, Inc. | 4.73% | Reduce -9.8% | 387,258 | $16.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.1% | 378,536 | $16.2M |
| Claris Advisors, LLC / Mo / | 5.61% | Add +0.4% | 376,361 | $16.1M |
| LRI Investments, LLC | 1.34% | Add +1.2% | 367,859 | $15.8M |
| Peirce Capital Management, LLC | 6.77% | Reduce -2.3% | 356,379 | $15.3M |
| Factor Wealth Management LTD | 4.16% | Add +9.6% | 354,668 | $15.2M |
| Shearwater Capital LLC | 9.52% | Reduce -0.7% | 353,453 | $15.1M |
| Rather & Kittrell, Inc. | 2.98% | Reduce -2.4% | 351,843 | $15.1M |
| TruWealth Advisors, LLC | 0.81% | New | 342,363 | $14.7M |
| Fortress Wealth Management, Inc. | 7.05% | Add +3.8% | 341,349 | $14.6M |
| Invst, LLC | 1.81% | Reduce -25.0% | 339,818 | $14.6M |
| Apeiron RIA LLC | 3.72% | Add +2.4% | 337,767 | $14.5M |
| Captrust Financial Advisors | 0.03% | Reduce -0.8% | 336,933 | $14.4M |
| Vestia Personal Wealth Advisors | 9.71% | Add +15.6% | 330,962 | $14.2M |
| Meritas Wealth Management, LLC | 7.75% | Reduce -0.4% | 329,130 | $14.1M |
| EnRich Financial Partners LLC | 4.27% | Add +6.3% | 324,603 | $13.9M |
| Sterling Financial Planning, Inc. | 4.60% | Add +1.9% | 321,412 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.7% | 318,968 | $13.7M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -0.1% | 315,787 | $13.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +20.8% | 311,918 | $13.4M |
| JDH Wealth Management, LLC | 10.10% | Reduce -0.2% | 307,839 | $13.2M |
| MML Investors Services, LLC | 0.04% | Add +11.5% | 306,037 | $13.1M |
| Ruedi Wealth Management, Inc. | 3.87% | Reduce -14.5% | 304,950 | $13.1M |
| KM Capital Management Ltd. | 6.43% | Reduce -1.7% | 304,034 | $13.0M |
| Disciplined Investments, LLC | 5.48% | Add +6.6% | 302,493 | $13.0M |
| Financial Connections Group, Inc. | 5.32% | Add +1.6% | 301,334 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Add +51.8% | 290,760 | $12.5M |
| Great Oak Capital Partners, LLC | 3.53% | Add +28.7% | 285,492 | $12.3M |
| Pathstone Holdings, LLC | 0.05% | Reduce -4.3% | 286,544 | $12.3M |
| Capital Analysts, LLC | 0.41% | Add +70.5% | 283,811 | $12.2M |
| Integrated Wealth Concepts LLC | 0.12% | Add +1.9% | 276,345 | $11.8M |
| Peapack Gladstone Financial Corp. | 0.17% | Add +193.1% | 272,272 | $11.7M |
| Lauterbach Financial Advisors, LLC | 6.39% | Add +0.4% | 271,319 | $11.6M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 270,159 | $11.6M |
| Capstone Wealth Management, LLC | 9.85% | Reduce -0.8% | 262,421 | $11.2M |
| Cardiff Park Advisors, LLC | 0.96% | Add +0.4% | 260,585 | $11.2M |
| Monograph Wealth Advisors, LLC | 1.35% | Reduce -0.5% | 254,770 | $10.9M |
| DiNuzzo Private Wealth, Inc. | 1.27% | Reduce -2.8% | 250,662 | $10.7M |
| Fonville Wealth Management LLC | 2.71% | Add +9.6% | 249,588 | $10.7M |
| Tillman Hartley LLC | 3.00% | Reduce -19.9% | 248,013 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +14.6% | 246,620 | $10.6M |
| Robinswood Financial LLC | 3.69% | Reduce -4.2% | 243,756 | $10.4M |
| Northwest Wealth Management, LLC | 1.88% | Add +0.9% | 243,466 | $10.4M |
| Kraft Asset Management, LLC | 9.66% | Reduce -7.6% | 242,482 | $10.4M |
| Compound Planning, Inc. | 0.38% | Reduce -11.6% | 236,759 | $10.1M |
| Mraz, Amerine & Associates, Inc. | 1.62% | Add +4.7% | 236,075 | $10.1M |
| B&D White Capital Company, LLC | 1.50% | Reduce -14.9% | 229,597 | $9.8M |
| Elevate Wealth Advisory, Inc. | 6.81% | Reduce -9.9% | 223,432 | $9.6M |
| Austin Asset Management Co Inc | 1.89% | Add +2.4% | 218,028 | $9.3M |
| Maryland Capital Advisors Inc. | 3.64% | Add +8.3% | 216,856 | $9.3M |
| Baker Boyer National Bank | 3.20% | Reduce -1.9% | 216,438 | $9.3M |
| Werba Rubin Papier Wealth Management | 1.74% | Add +1.5% | 215,638 | $9.2M |
| Andrews, Lucia Wealth Management LLC | 5.94% | Add +0.1% | 213,438 | $9.1M |
| AE Wealth Management LLC | 0.07% | Add +9.1% | 208,944 | $8.9M |
| Perritt Capital Management Inc | 4.53% | Add +3.1% | 204,660 | $8.8M |
| Aspiriant, LLC | 0.28% | Reduce -2.3% | 204,352 | $8.8M |
| Caliber Wealth Management, LLC / KS | 0.94% | New | 203,429 | $8.7M |
| Baird Financial Group, Inc. | 0.01% | Add +58.0% | 198,325 | $8.5M |
| Embree Financial Group | 1.24% | Add +350.4% | 192,244 | $8.2M |
| Altiora Financial Group, LLC | 1.56% | Reduce -0.8% | 186,434 | $8.0M |
| Phillips Financial Management, LLC | 0.58% | Add +6.2% | 185,977 | $8.0M |
| Financial Futures Ltd Liability Co. | 4.26% | Add +13.5% | 185,442 | $7.9M |
| Fischer Investment Strategies, LLC | 5.32% | Add +25.5% | 185,115 | $7.9M |
| Old Mission Capital LLC | 0.21% | Reduce -18.4% | 185,083 | $7.9M |
| VeraBank, N.A. | 1.59% | Add +12.9% | 184,612 | $7.9M |
| Destiny Wealth Partners, LLC | 1.05% | Reduce -2.0% | 181,981 | $7.8M |
| Eq Wealth Advisors, LLC | 5.27% | Add +22.9% | 180,594 | $7.7M |
| ABLE Financial Group, LLC | 1.85% | Add +12.3% | 179,164 | $7.7M |
| Tortoise Investment Management, LLC | 0.73% | Add +2.4% | 178,157 | $7.6M |
| Kondo Wealth Advisors, Inc. | 3.35% | Reduce -2.3% | 176,679 | $7.6M |
| Morgan Stanley | 0.00% | Add +20.3% | 175,857 | $7.5M |
| Cedar Point Capital Partners, LLC | 5.28% | Reduce -15.6% | 174,609 | $7.5M |
| Oceanside Advisors LLC | 5.00% | Reduce -1.0% | 174,447 | $7.5M |
| Stone Summit Wealth LLC | 2.24% | Add +4.9% | 168,791 | $7.2M |
| G2 Capital Management, LLC / Oh | 1.99% | Add +4.9% | 165,649 | $7.1M |
| Mather Group, Llc. | 0.07% | Reduce -0.3% | 163,359 | $7.0M |
| Cordant, Inc. | 3.36% | Add +13.8% | 162,480 | $7.0M |
| Kings Path Partners LLC | 2.79% | Reduce -2.8% | 161,903 | $6.9M |
| Landaas & Co. /Wi | 1.64% | New | 159,845 | $6.8M |
| Waverly Advisors, LLC | 0.07% | Reduce -5.2% | 155,726 | $6.7M |
| REAP Financial Group, LLC | 1.56% | Reduce -2.6% | 155,535 | $6.7M |
| Visionary Wealth Advisors | 0.34% | Add +5.8% | 153,746 | $6.6M |
| Family Legacy, Inc. | 2.13% | Add +1.5% | 152,783 | $6.5M |
| AQR Capital Management | 0.01% | Add +36.5% | 149,088 | $6.4M |
| Bison Wealth, LLC | 0.49% | Add +1.1% | 145,403 | $6.2M |
| N.E.W. Advisory Services LLC | 0.60% | Reduce -13.5% | 145,243 | $6.2M |
| Mission Wealth Management, LP | 0.13% | Add +3.5% | 141,437 | $6.1M |
| Shotwell Rutter Baer Inc | 4.09% | Add +0.1% | 139,062 | $6.0M |
| MBB Public Markets I LLC | 0.69% | Reduce -41.7% | 140,000 | $6.0M |
| Timonier Family Office, LTD. | 2.22% | Reduce -3.1% | 138,723 | $5.9M |
| Certified Advisory Corp | 0.61% | Add +9.6% | 137,187 | $5.9M |
| Larson Financial Group LLC | 0.23% | Reduce -1.4% | 135,028 | $5.8M |
| HMV Wealth Advisors, LLC | 3.75% | Add +3.5% | 133,683 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.0% | 133,204 | $5.7M |
| Trademark Financial Management, LLC | 3.43% | Add +142.0% | 131,151 | $5.6M |
| Mattern Wealth Management LLC | 1.16% | Add +46.0% | 130,408 | $5.6M |
| Perigon Wealth Management, LLC | 0.13% | Add +5.7% | 127,480 | $5.5M |
| 1900 Wealth Management LLC | 0.41% | Reduce -1.6% | 126,334 | $5.4M |
| Rf&l Wealth Management, LLC | 3.38% | Add +1.5% | 122,654 | $5.3M |
| Breakwater Capital Group | 0.84% | Reduce -2.2% | 119,753 | $5.1M |
| Kingsview Wealth Management, LLC | 0.09% | New | 119,404 | $5.1M |
| Whittier Trust Co. | 0.06% | No change | 119,178 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.23% | Add +14.0% | 118,048 | $5.1M |
| Laurel Wealth Planning LLC | 2.86% | Reduce -2.0% | 117,308 | $5.0M |
| Causey Wealth LLC | 2.54% | Add +6.4% | 115,137 | $4.9M |
| Valued Retirements, Inc. | 5.44% | Reduce -5.5% | 112,558 | $4.8M |
| Glass Jacobson Investment Advisors llc | 1.82% | Add +2.7% | 110,292 | $4.7M |
| Cambridge Financial Group, LLC | 1.77% | Add +0.4% | 109,832 | $4.7M |
| Alpha Advisors, LLC | 4.00% | Add +11.4% | 109,017 | $4.7M |
| Strategic Investment Solutions, Inc. | 1.41% | Reduce -30.3% | 109,009 | $4.7M |
| Lam Group, Inc. | 3.10% | Reduce -1.9% | 108,418 | $4.6M |
| Betterment LLC | 0.01% | Add +4.2% | 108,376 | $4.6M |
| Compass Financial Group, Inc. | 2.29% | Reduce -0.6% | 106,838 | $4.6M |
| Brookstone Capital Management | 0.06% | Add +24.3% | 105,355 | $4.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +1.1% | 105,007 | $4.5M |
| Sterling Wealth Management, Inc. | 1.52% | — | 104,199 | $4.5M |
| Blue Oak Capital, LLC | 2.34% | Reduce -14.8% | 103,917 | $4.5M |
| Barnes Pettey Financial Advisors, LLC | 2.90% | Reduce -0.3% | 101,335 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.4% | 100,993 | $4.3M |
| Armbruster Capital Management, Inc. | 0.78% | Add +3.2% | 100,645 | $4.3M |
| OMNI 360 Wealth, Inc. | 2.67% | Reduce -5.0% | 100,535 | $4.3M |
| Graver Capital Management, LLC | 3.79% | Add +6.7% | 100,086 | $4.3M |
| Porter White Investment Advisors, Inc. | 1.99% | Reduce -10.0% | 99,571 | $4.3M |
| Tilson Financial Group, Inc. | 1.59% | Reduce -4.0% | 98,687 | $4.2M |
| Avior Wealth Management, LLC | 0.15% | Add +3.8% | 98,486 | $4.2M |
| Del-Sette Capital Management, LLC | 2.91% | Reduce -14.4% | 97,868 | $4.2M |
| Sculati Wealth Management, LLC | 1.57% | Add +973.4% | 97,232 | $4.2M |
| Spire Wealth Management | 0.15% | Add +0.1% | 96,828 | $4.1M |
| Benningfield Financial Advisors, LLC | 3.57% | Reduce -2.2% | 96,488 | $4.1M |
| Kelly Financial Group LLC | 1.19% | Add +8.4% | 96,365 | $4.1M |
| Evoke Wealth, LLC | 0.10% | Add +7.5% | 95,519 | $4.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -2.9% | 94,322 | $4.0M |
| Advisory Alpha, LLC | 0.12% | Add +5.6% | 93,526 | $4.0M |
| Verum Partners LLC | 0.92% | Add +75.2% | 92,913 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +5.0% | 92,699 | $4.0M |
| Burk Holdings LLC | 2.49% | Add +1.6% | 92,670 | $4.0M |
| Addison Advisors LLC | 0.99% | Reduce -0.8% | 92,500 | $4.0M |
| Poinciana Advisors Group, LLC | 3.53% | Reduce -1.4% | 91,476 | $3.9M |
| Cwm, LLC | 0.01% | Add +22.2% | 89,666 | $3.8M |
| Investmark Advisory Group LLC | 1.77% | Reduce -3.2% | 88,026 | $3.8M |
| Beacon Harbor Wealth Advisors, Inc. | 0.94% | Reduce -9.9% | 87,582 | $3.8M |
| Awm Capital, LLC | 0.39% | Add +0.2% | 85,807 | $3.7M |
| Bedel Financial Consulting, Inc. | 0.50% | Add +0.1% | 85,441 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.48% | Add +43.3% | 85,411 | $3.7M |
| Journey Beyond Wealth, LLC | 3.03% | Add +16.2% | 83,755 | $3.6M |
| TruNorth Capital Management, LLC | 0.80% | Reduce -1.1% | 83,667 | $3.6M |
| Ariadne Wealth Management, LP | 1.71% | Reduce -33.1% | 79,107 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +32.0% | 82,876 | $3.5M |
| FMB Wealth Management | 1.69% | Reduce -0.1% | 82,693 | $3.5M |
| Martin Worley Group | 1.72% | Add +12.1% | 81,944 | $3.5M |
| Symmetry Partners, LLC | 0.42% | Reduce -3.5% | 80,523 | $3.4M |
| CVA Family Office, LLC | 0.47% | No change | 77,480 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.3% | 76,991 | $3.3M |
| L.K. Benson & Company, P.C. | 2.00% | Add +1.1% | 76,164 | $3.3M |
| Bridge Generations Wealth Management LLC | 1.97% | No change | 75,786 | $3.2M |
| Pillar Financial Advisors, LLC | 2.20% | Reduce -0.1% | 74,252 | $3.2M |
| Corus Family Wealth Advisors | 2.23% | Add +3.7% | 73,556 | $3.2M |
| Signet Financial Management, LLC | 0.39% | Reduce -2.9% | 73,139 | $3.1M |
| Red Lighthouse Investment Management, LLC | 1.19% | Reduce -10.2% | 72,438 | $3.1M |
| InTrack Investment Management Inc | 2.07% | New | 72,011 | $3.1M |
| Aviance Capital Partners, LLC | 0.40% | Add +15.1% | 71,554 | $3.1M |
| AG Asset Advisory, LLC | 2.66% | Add +5.4% | 71,529 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -0.3% | 71,067 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.0% | 70,773 | $3.0M |
| Aerodigm Wealth, LLC | 1.45% | Reduce -1.1% | 70,489 | $3.0M |
| Merit Financial Group, LLC | 0.03% | New | 70,189 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.12% | Reduce -4.5% | 70,079 | $3.0M |
| LexAurum Advisors, LLC | 0.45% | Add +0.9% | 66,359 | $2.8M |
| Lakeshore Financial Planning, Inc. | 1.12% | Add +0.1% | 64,988 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Add +142.7% | 63,499 | $2.7M |
| Allegiance Financial Group Advisory Services LLC | 0.72% | Reduce -0.2% | 63,349 | $2.7M |
| Beckerman Institutional, LLC | 1.80% | Add +21.8% | 63,204 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -2.2% | 62,879 | $2.7M |
| Family CFO Inc | 1.35% | Add +1.6% | 62,850 | $2.7M |
| Aegis Wealth Management LLC | 1.60% | No change | 67,764 | $2.7M |
| Freedom Investment Management, Inc. | 0.21% | Add +1.8% | 61,760 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -45.5% | 61,221 | $2.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.28% | Add +0.3% | 60,908 | $2.6M |
| SwitchPoint Financial Planning, LLC | 2.13% | Add +1.2% | 60,782 | $2.6M |
| Quantinno Capital Management LP | 0.01% | Add +75.9% | 60,267 | $2.6M |
| Kraft, Davis & Associates, LLC | 0.70% | Add +64.3% | 58,750 | $2.6M |
| Kaufman Rossin Wealth, LLC | 1.62% | Reduce -3.7% | 59,841 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -0.0% | 59,229 | $2.5M |
| Fund Evaluation Group, LLC | 0.10% | Reduce -23.1% | 58,819 | $2.5M |
| CLG LLC | 0.78% | Add +1.6% | 58,395 | $2.5M |
| Diversified Portfolios, Inc. | 0.24% | Add +13.6% | 58,369 | $2.5M |
| Herold Advisors, Inc. | 0.52% | Reduce -6.4% | 57,762 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +11.0% | 56,793 | $2.4M |
| Strathmore Capital Advisors, Inc. | 1.07% | — | 55,785 | $2.4M |
| Pettinga Financial Advisors LLC | 0.53% | Add +524.4% | 56,569 | $2.4M |
| Hippocratic Financial Advisors, LLC | 1.28% | Add +15.0% | 56,170 | $2.4M |
| Flow Traders U.S. LLC | 0.09% | New | 55,527 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -10.3% | 55,360 | $2.4M |
| M Holdings Securities, Inc. | 0.41% | New | 55,314 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +32.6% | 54,980 | $2.4M |
| City State Bank | 0.73% | Add +17.2% | 54,688 | $2.3M |
| Compass Capital Corp. /Ma/ | 1.09% | Reduce -1.1% | 52,092 | $2.3M |
| &partners | 0.02% | Add +67.8% | 53,440 | $2.3M |
| Interchange Capital Partners, LLC | 0.53% | No change | 53,623 | $2.3M |
| Vance Wealth, LLC | 0.75% | Reduce -16.7% | 52,246 | $2.2M |
| IFP Advisors, Inc | 0.06% | Add +291.9% | 50,929 | $2.2M |
| Collective Family Office LLC | 0.56% | Add +72.3% | 50,565 | $2.2M |
| Pacific Asset Management, LLC | 1.74% | Reduce -5.6% | 50,381 | $2.2M |
| MAI Capital Management | 0.01% | Add +13.3% | 49,986 | $2.1M |
| Aurelius Family Office LLC | 1.00% | Reduce -1.5% | 49,551 | $2.1M |
| Builder Investment Group Inc. | 0.51% | Reduce -0.8% | 48,633 | $2.1M |
| ARK & TLK Investments, LLC | 0.64% | Reduce -11.4% | 46,493 | $2.0M |
| Strata Wealth Advisors, LLC | 0.54% | Add +14.3% | 45,787 | $2.0M |
| Lodestone Wealth Management LLC | 0.95% | Reduce -0.4% | 45,487 | $1.9M |
| Bank of New Hampshire | 0.48% | New | 45,026 | $1.9M |
| Cloud Capital Management, LLC | 1.20% | Add +1.4% | 44,308 | $1.9M |
| Red Tortoise LLC | 0.94% | Add +515.4% | 44,851 | $1.9M |
| Trace Wealth Advisors, LLC | 1.55% | No change | 44,424 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.3% | 44,173 | $1.9M |
| JFS Wealth Advisors, LLC | 0.12% | Reduce -1.8% | 43,955 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.9% | 42,241 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -1.3% | 41,972 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.28% | Add +2.8% | 41,944 | $1.8M |
| Krilogy Financial LLC | 0.10% | Add +0.2% | 41,251 | $1.8M |
| LJI Wealth Management, LLC | 0.31% | Add +8.7% | 41,013 | $1.8M |
| BWM Planning, LLC | 0.60% | No change | 40,979 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -39.4% | 40,400 | $1.7M |
| CSS LLC | 0.32% | No change | 40,350 | $1.7M |
| JMG Financial Group, Ltd. | 0.05% | Add +1.2% | 40,031 | $1.7M |
| Quarry Hill Advisors, LLC | 1.00% | Reduce -2.3% | 39,967 | $1.7M |
| Vantage Point Financial LLC | 0.75% | Add +0.9% | 39,737 | $1.7M |
| Zhang Financial LLC | 0.08% | Reduce -4.4% | 39,205 | $1.7M |
| Triangle Securities Wealth Management | 0.41% | New | 39,043 | $1.7M |
| Peoples Bank | 1.03% | Add +20.3% | 38,995 | $1.7M |
| Applied Capital LLC | 0.73% | No change | 38,926 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +88.4% | 38,817 | $1.7M |
| TFO Wealth Partners, LLC | 0.29% | Add +3.9% | 38,617 | $1.7M |
| Silver Oak Securities, Incorporated | 0.14% | Add +3.4% | 38,608 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +28.6% | 38,515 | $1.6M |
| Nautilus Advisors LLC | 1.19% | Add +22.7% | 37,990 | $1.6M |
| Valued Wealth Advisors LLC | 0.81% | Add +108.6% | 36,235 | $1.6M |
| American Investment Services, Inc. | 0.39% | Reduce -12.5% | 35,997 | $1.5M |
| Seven Springs Wealth Group, LLC | 0.38% | Reduce -1.6% | 35,609 | $1.5M |
| Parkworth Wealth Management, Inc. | 1.09% | Reduce -1.9% | 35,157 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Add +148.7% | 34,870 | $1.5M |
| Verus Wealth Management, LLC | 1.50% | No change | 34,713 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +306.3% | 34,336 | $1.5M |
| SOL Capital Management CO | 0.14% | Reduce -3.2% | 34,180 | $1.5M |
| Park Avenue Securities LLC | 0.01% | New | 34,066 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.33% | Add +20.4% | 34,014 | $1.5M |
| Arcadia Wealth Management, LLC | 0.60% | Add +10.5% | 32,206 | $1.4M |
| Stratos Investment Management, LLC | 0.06% | New | 32,110 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.32% | Reduce -0.7% | 31,996 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 31,827 | $1.4M |
| Atlas Capital Advisors Inc. | 0.16% | Reduce -3.7% | 31,499 | $1.3M |
| Investment Advisory Group, LLC | 0.40% | Add +19.2% | 31,169 | $1.3M |
| Heritage Wealth Management, Inc./Texas | 0.66% | Reduce -15.3% | 30,830 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.5% | 30,087 | $1.3M |
| FMR LLC | 0.00% | Add +60.6% | 29,764 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.49% | Add +31.2% | 29,704 | $1.3M |
| Lutz Financial Services LLC | 0.10% | No change | 28,558 | $1.2M |
| Comerica Bank | 0.00% | Add +1.0% | 28,519 | $1.2M |
| Watershed Private Wealth LLC | 0.44% | Reduce -7.8% | 28,313 | $1.2M |
| Sovereign Financial Group, Inc. | 0.25% | Add +19.2% | 28,303 | $1.2M |
| Foundation Wealth Management, LLC\PA | 0.52% | Add +5.1% | 28,244 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.2% | 28,205 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.6% | 27,055 | $1.2M |
| 25 LLC | 0.44% | Add +0.8% | 28,126 | $1.2M |
| New Dimensions Wealth Management, LLC | 1.09% | Add +6.8% | 27,933 | $1.2M |
| Turning Point Benefit Group, Inc. | 0.91% | Add +43.3% | 27,932 | $1.2M |
| Berger Financial Group, Inc | 0.08% | Add +1.3% | 27,877 | $1.2M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.8% | 27,704 | $1.2M |
| Sutton Place Investors LLC | 0.70% | Add +47.7% | 27,109 | $1.2M |
| Optivise Advisory Services LLC | 0.58% | Add +6.2% | 26,720 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.78% | Reduce -25.8% | 26,517 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +0.6% | 26,508 | $1.1M |
| World Investment Advisors | 0.03% | Add +16.4% | 26,236 | $1.1M |
| Simplicity Wealth,LLC | 0.05% | Add +101.3% | 25,898 | $1.1M |
| McGrath & Associates, Inc. | 1.77% | Add +2.9% | 25,310 | $1.1M |
| Morris Financial Concepts, Inc. | 0.42% | Add +45.7% | 24,853 | $1.1M |
| Clarity Capital Advisors, LLC | 0.62% | Add +1.4% | 24,823 | $1.1M |
| Callan Family Office, LLC | 0.03% | No change | 24,350 | $1.0M |
| US Bancorp \de | 0.00% | Add +10.4% | 23,786 | $1.0M |
| RB Capital Management, LLC | 0.24% | Add +7.0% | 23,488 | $1.0M |
| Accel Wealth Management | 0.33% | Add +219.3% | 23,334 | $999K |
| Encompass Wealth Advisors, LLC | 0.36% | Reduce -1.8% | 23,131 | $991K |
| Longview Financial Advisors LLC | 0.62% | No change | 23,105 | $990K |
| Zacks Investment Management | 0.01% | Add +29.3% | 22,904 | $981K |
| Mills Wealth Advisors LLC | 0.45% | Reduce -4.4% | 22,822 | $977K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +138.2% | 22,715 | $973K |
| Prosperity Planning, Inc. | 0.39% | Reduce -3.1% | 22,643 | $970K |
| HBW Advisory Services LLC | 0.12% | Add +10.3% | 22,448 | $961K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.9% | 22,022 | $943K |
| Archvest Wealth Advisors, Inc. | 0.82% | Add +1.8% | 22,015 | $943K |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 21,929 | $939K |
| Baker Tilly Wealth Management, LLC | 0.33% | No change | 21,851 | $936K |
| CogentBlue Wealth Advisors, LLC | 0.72% | Reduce -3.0% | 21,829 | $935K |
| PrairieView Partners, LLC | 0.09% | Add +22.6% | 21,708 | $929K |
| Jentner Corp | 0.24% | Reduce -50.7% | 21,328 | $913K |
| Running Point Capital Advisors, LLC | 0.25% | No change | 21,092 | $903K |
| Level Financial Advisors | 0.28% | Reduce -0.7% | 20,981 | $899K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.6% | 20,926 | $896K |
| Wedmont Private Capital | 0.04% | Add +0.1% | 20,575 | $895K |
| Clark Asset Management, LLC | 0.12% | Reduce -8.9% | 20,538 | $880K |
| Townsquare Capital LLC | 0.09% | Reduce -3.9% | 20,497 | $878K |
| Versant Capital Management, Inc | 0.13% | Reduce -15.0% | 20,461 | $876K |
| Avant Financial Advisors LLC | 0.71% | No change | 20,080 | $860K |
| Asset Dedication, LLC | 0.06% | Add +25.6% | 20,073 | $860K |
| Good Life Advisors, LLC | 0.05% | Add +0.8% | 19,966 | $855K |
| Parallel Advisors, LLC | 0.02% | Add +94.9% | 19,850 | $850K |
| Atria Investments, Inc | 0.01% | Reduce -66.1% | 19,779 | $847K |
| MPWM Advisory Solutions, LLC | 0.54% | Add +0.4% | 19,756 | $846K |
| Beacon Financial Advisory LLC | 0.22% | Add +37.3% | 19,547 | $837K |
| First Western Trust Bank | 0.04% | No change | 19,497 | $835K |
| Atlantic Union Bankshares Corp | 0.02% | New | 19,450 | $833K |
| Ellenbecker Investment Group | 0.13% | Add +1.1% | 19,399 | $831K |
| IFG Advisors, LLC | 0.14% | Reduce -1.4% | 19,336 | $828K |
| Eaton Financial Holdings Company, LLC | 0.25% | New | 19,042 | $816K |
| Future You Wealth LLC | 0.44% | No change | 18,775 | $804K |
| JT Stratford LLC | 0.12% | Reduce -6.2% | 18,733 | $802K |
| Mustard Seed Financial, LLC | 0.58% | Add +0.3% | 18,672 | $800K |
| BlackRock, Inc. | 0.00% | Add +1194.5% | 18,434 | $790K |
| Able Wealth Management LLC | 0.39% | Add +4.3% | 18,257 | $782K |
| Diversify Advisory Services, LLC | 0.03% | Add +73.8% | 17,053 | $768K |
| Family Wealth Partners, LLC | 0.31% | New | 17,917 | $767K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 17,830 | $764K |
| MN Wealth Advisors, LLC | 0.44% | Add +11.8% | 17,690 | $758K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +1.5% | 17,510 | $750K |
| Modern Wealth Management, LLC | 0.02% | New | 17,489 | $749K |
| Global Trust Asset Management, LLC | 0.40% | Reduce -37.6% | 17,442 | $747K |
| Kaye Capital Management | 0.29% | Reduce -33.9% | 17,388 | $745K |
| Riverchase Wealth Management, LLC | 0.46% | Add +27.4% | 17,069 | $731K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +12.6% | 16,989 | $728K |
| Curio Wealth, LLC | 0.32% | Add +188600.0% | 16,983 | $727K |
| Sei Investments Co. | 0.00% | New | 16,841 | $721K |
| Nwam LLC | 0.04% | Reduce -8.9% | 16,715 | $716K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +87.7% | 16,649 | $713K |
| Archer Investment Management, LLC | 0.52% | Reduce -2.9% | 16,629 | $712K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -7.0% | 16,585 | $710K |
| Melfa Wealth Management, Inc. | 0.45% | Reduce -6.8% | 16,540 | $708K |
| Studio Investment Management LLC | 0.14% | Add +5.0% | 16,487 | $706K |
| SJS Investment Consulting Inc. | 0.11% | Add +346.7% | 16,437 | $704K |
| Mullaney, Keating & Wright, Inc. | 0.45% | Add +3.5% | 16,063 | $688K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.2% | 15,897 | $681K |
| Americana Partners, LLC | 0.02% | New | 15,894 | $681K |
| Iowa State Bank | 0.13% | No change | 15,812 | $677K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.4% | 15,415 | $660K |
| Hardin Capital Partners, LLC | 0.38% | Add +37.8% | 15,076 | $646K |
| First National Corp. /Ma/ | 0.13% | Add +16.8% | 14,767 | $632K |
| Drive Wealth Management, LLC | 0.14% | Reduce -0.9% | 14,695 | $629K |
| Abacus Wealth Partners, LLC | 0.09% | Add +0.3% | 14,518 | $622K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -2.5% | 14,440 | $618K |
| GWN Securities Inc. | 0.11% | Add +36.9% | 14,239 | $610K |
| Acorn Wealth Advisors, LLC | 0.22% | Add +10.9% | 13,997 | $599K |
| Lido Advisors, LLC | 0.00% | New | 13,982 | $599K |
| RFG Advisory, LLC | 0.01% | Reduce -17.6% | 13,954 | $598K |
| Savvy Advisors, Inc. | 0.04% | New | 13,818 | $592K |
| RAM Investment Partners, LLC | 0.12% | Reduce -0.7% | 13,737 | $588K |
| Benchmark Wealth Management, LLC | 0.26% | Add +44.7% | 13,720 | $588K |
| Keybank National Association | 0.00% | No change | 13,649 | $585K |
| Formidable Asset Management, LLC | 0.10% | No change | 14,752 | $581K |
| Vision Capital Management, Inc. | 0.07% | Add +20.9% | 13,221 | $566K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.21% | No change | 13,076 | $566K |
| Blume Capital Management, Inc. | 0.12% | Add +0.4% | 13,200 | $565K |
| Ironwood Financial, llc | 0.12% | No change | 14,227 | $560K |
| Citizens Financial Group Inc. | 0.01% | Add +6.1% | 12,987 | $556K |
| FineMark National Bank & Trust | 0.02% | Add +19.8% | 12,918 | $553K |
| Oak Wealth Advisors LLC | 0.35% | Add +4.7% | 12,756 | $546K |
| Wealthspan Partners, LLC | 0.23% | Add +27.9% | 12,751 | $546K |
| Synovus Financial Corp. | 0.01% | New | 12,635 | $541K |
| Clearstead Trust, LLC | 0.10% | New | 12,500 | $535K |
| Brighton Jones LLC | 0.01% | Add +6.4% | 12,343 | $529K |
| Ieq Capital, LLC | 0.00% | Add +15.9% | 12,327 | $528K |
| Compass Ion Advisors, LLC | 0.06% | No change | 12,254 | $525K |
| QRG Capital Management, Inc. | 0.00% | Add +67.5% | 12,145 | $520K |
| Unison Advisors LLC | 0.06% | Add +1.5% | 12,000 | $514K |
| Evergreen Capital Management LLC | 0.02% | Add +1.7% | 11,943 | $512K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $506K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 11,721 | $502K |
| Financial Harvest, LLC | 0.37% | New | 11,594 | $497K |
| Hemington Wealth Management | 0.07% | No change | 11,582 | $496K |
| CW Advisors, LLC | 0.00% | Add +4.7% | 11,566 | $495K |
| Tarbox Family Office, Inc. | 0.07% | Reduce -2.0% | 11,547 | $495K |
| CIBC Private Wealth Group LLC | 0.00% | Add +122.5% | 11,514 | $493K |
| Waterfront Wealth Inc. | 0.11% | No change | 11,387 | $488K |
| Quadcap Wealth Management, LLC | 0.06% | Add +19.4% | 11,314 | $485K |
| Roundview Capital LLC | 0.03% | New | 11,288 | $483K |
| K2 Financial Inc. | 0.42% | Reduce -0.5% | 11,186 | $477K |
| Gemmer Asset Management LLC | 0.04% | Add +0.0% | 11,136 | $477K |
| Hanover Advisors Inc. | 0.19% | Reduce -0.5% | 10,928 | $468K |
| Tranquility Partners, LLC | 0.16% | Add +4.7% | 10,779 | $462K |
| Meredith Wealth Planning | 0.17% | New | 10,768 | $461K |
| James J. Burns & Company, LLC | 0.08% | Add +13.1% | 10,766 | $461K |
| Five Oceans Advisors | 0.19% | Add +11.9% | 10,624 | $455K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,552 | $452K |
| Brand Asset Management Group, Inc. | 0.17% | Reduce -15.0% | 10,420 | $446K |
| HB Wealth Management, LLC | 0.00% | New | 10,294 | $441K |
| Passive Capital Management, LLC. | 0.14% | New | 10,150 | $435K |
| Coldstream Capital Management Inc. | 0.01% | Add +69.8% | 10,112 | $433K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 9,983 | $428K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 9,942 | $426K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.2% | 9,903 | $424K |
| BIP Wealth, LLC | 0.03% | Reduce -4.0% | 9,894 | $424K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.7% | 9,882 | $423K |
| Silver Oak Advisory Group, Inc. | 0.20% | Reduce -3.9% | 9,815 | $420K |
| Klingman & Associates, LLC | 0.02% | No change | 9,721 | $416K |
| Argent Trust Co | 0.02% | No change | 9,583 | $410K |
| Partners in Financial Planning | 0.08% | Add +0.8% | 9,542 | $409K |
| Midwest Trust Co | 0.01% | — | 9,431 | $404K |
| Alkeme Wealth, LLC | 0.18% | Add +1.8% | 9,320 | $399K |
| Golden Bell Financial Planning LLC | 0.37% | Add +0.8% | 9,217 | $395K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 9,171 | $393K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +8.3% | 9,087 | $389K |
| Faithward Advisors, LLC | 0.06% | Add +20.1% | 9,022 | $386K |
| Financial Symmetry Inc | 0.20% | No change | 9,010 | $386K |
| AlphaCore Capital LLC | 0.01% | Add +18.9% | 8,995 | $385K |
| Mattern Capital Management, LLC | 0.05% | Add +9.4% | 8,819 | $378K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 8,696 | $372K |
| Global Retirement Partners, LLC | 0.01% | — | 8,665 | $371K |
| Heritage Financial Services, LLC | 0.04% | No change | 8,646 | $370K |
| Integrity Alliance, Llc. | 0.02% | Add +1.0% | 8,567 | $367K |
| Old Mission Investment Co LLC | 0.10% | Reduce -0.2% | 8,560 | $367K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -1.2% | 8,358 | $358K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,335 | $357K |
| Advyzon Investment Management, LLC | 0.08% | Reduce -2.2% | 8,253 | $353K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,218 | $352K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,216 | $352K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +3.6% | 8,146 | $349K |
| CRA Financial Services, LLC | 0.05% | No change | 8,082 | $346K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.7% | 8,079 | $346K |
| Atlas Private Wealth Advisors | 0.04% | New | 7,941 | $340K |
| Resonant Capital Advisors, LLC | 0.02% | Add +14.7% | 7,919 | $339K |
| Tiaa Trust, National Association | 0.00% | New | 7,892 | $338K |
| FinDec Wealth Services, Inc. | 0.35% | Reduce -57.2% | 7,809 | $334K |
| Elser Financial Planning, Inc | 0.42% | No change | 7,789 | $334K |
| Flagstone Financial Management | 0.10% | No change | 7,785 | $333K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -3.2% | 7,737 | $331K |
| Parkside Financial Bank & Trust | 0.04% | No change | 7,590 | $325K |
| Narus Financial Partners, LLC | 0.10% | No change | 7,521 | $322K |
| Clayton Financial Group LLC | 0.38% | Reduce -53.4% | 7,428 | $318K |
| Cary Street Partners Financial LLC | 0.01% | Add +49.6% | 7,417 | $318K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $317K |
| Oder Investment Management, LLC | 0.24% | New | 7,399 | $317K |
| RS Crum Inc. | 0.07% | No change | 7,272 | $311K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,204 | $309K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $305K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +13.3% | 7,105 | $304K |
| BOS Asset Management, LLC | 0.10% | No change | 7,053 | $302K |
| Fiduciary Trust Co | 0.00% | Reduce -2.4% | 7,035 | $301K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 7,021 | $301K |
| Matisse Capital | 0.14% | No change | 7,000 | $300K |
| Bannerman Wealth Management Group, LLC | 0.23% | No change | 6,978 | $299K |
| First Financial Group Corp | 0.29% | New | 6,910 | $296K |
| Ridgewood Investments LLC | 0.13% | Add +118.5% | 6,909 | $296K |
| Seaside Wealth Management, Inc. | 0.09% | Reduce -20.4% | 6,909 | $296K |
| SVB Wealth LLC | 0.02% | Add +0.5% | 6,850 | $293K |
| VERITY Wealth Advisors | 0.19% | No change | 6,771 | $290K |
| Nalls Sherbakoff Group, LLC | 0.21% | Add +31.8% | 6,760 | $290K |
| Tassel Capital Management, Inc. | 0.22% | Reduce -45.6% | 6,760 | $290K |
| Renasant Bank | 0.19% | Reduce -2.9% | 6,740 | $289K |
| Empower Advisory Group, LLC | 0.00% | No change | 6,493 | $278K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 6,443 | $276K |
| Sowell Financial Services LLC | 0.01% | Add +0.3% | 6,368 | $273K |
| Beta Wealth Group, Inc. | 0.10% | Reduce -28.5% | 6,327 | $271K |
| Harvest Investment Services, LLC | 0.06% | New | 6,307 | $270K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,838 | $269K |
| Grant Street Asset Management, Inc. | 0.06% | Add +1.8% | 6,245 | $267K |
| Triad Wealth Partners, LLC | 0.05% | New | 6,240 | $267K |
| Quantum Financial Advisors, LLC | 0.04% | Reduce -19.4% | 6,221 | $266K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 6,210 | $266K |
| Long Island Wealth Management, Inc. | 0.14% | Add +6.5% | 6,114 | $262K |
| Commerce Bank | 0.00% | Reduce -18.1% | 6,112 | $262K |
| Bridgewater Advisors Inc. | 0.02% | No change | 5,987 | $262K |
| Canal Capital Management, LLC | 0.04% | New | 6,070 | $260K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.8% | 6,018 | $258K |
| Altfest L J & Co. Inc. | 0.03% | New | 6,014 | $258K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $257K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +2.6% | 5,951 | $255K |
| Intrua Financial, LLC | 0.04% | No change | 5,945 | $255K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 5,856 | $251K |
| Grandfield & Dodd, LLC | 0.01% | No change | 5,856 | $251K |
| Coston, McIsaac & Partners | 0.06% | Add +73.0% | 5,739 | $245K |
| Vestment Financial LLC | 0.15% | No change | 5,643 | $243K |
| KDK Private Wealth Management, LLC | 0.26% | No change | 5,641 | $242K |
| Noble Family Wealth, LLC | 0.06% | New | 5,631 | $241K |
| Brown Advisory Inc. | 0.00% | No change | 5,620 | $241K |
| Heritage Investment Group, Inc. | 0.04% | No change | 5,567 | $238K |
| Dana Investment Advisors, Inc. | 0.01% | New | 5,512 | $236K |
| Bell Bank | 0.01% | No change | 5,506 | $236K |
| Westmount Partners, LLC | 0.06% | No change | 5,481 | $235K |
| Prospera Financial Services Inc | 0.00% | No change | 5,475 | $234K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -6.7% | 5,452 | $234K |
| Johnson Financial Group, LLC | 0.02% | Reduce -37.1% | 5,436 | $233K |
| Balboa Wealth Partners | 0.05% | Add +0.4% | 5,331 | $228K |
| CGN Advisors LLC | 0.02% | Reduce -2.3% | 5,321 | $228K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 5,307 | $227K |
| Private Trust Co. NA | 0.02% | No change | 5,279 | $226K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 5,228 | $224K |
| Caldwell Trust Co | 0.02% | No change | 5,130 | $220K |
| D. E. Shaw & Co. | 0.00% | No change | 5,096 | $218K |
| WNY Asset Management, LLC | 0.02% | Reduce -8.9% | 5,047 | $216K |
| DBK Financial Counsel, LLC | 0.20% | New | 5,045 | $216K |
| Andina Capital Management, LLC | 0.15% | New | 4,997 | $214K |
| Cadence Bank | 0.01% | New | 4,992 | $214K |
| Leading Edge Financial Planning LLC | 0.06% | New | 4,966 | $213K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 4,878 | $209K |
| Private Management Group Inc. | 0.01% | New | 4,744 | $203K |
| Liberty Capital Management, Inc. | 0.04% | New | 4,731 | $203K |
| Orion Capital Management LLC | 0.08% | Add +133.5% | 4,660 | $200K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $192K |
| Bank of Montreal | 0.00% | Add +26.4% | 4,229 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.8% | 4,103 | $176K |
| Signaturefd, LLC | 0.00% | Add +8.5% | 3,834 | $164K |
| Blue Trust, Inc. | 0.00% | Add +111.1% | 3,741 | $160K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,636 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,622 | $155K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,519 | $151K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $143K |
| Franklin Resources Inc. | 0.00% | Add +1.7% | 3,280 | $140K |
| True Wealth Design, LLC | 0.05% | No change | 3,237 | $139K |
| Concord Wealth Partners | 0.02% | Add +28.5% | 3,233 | $138K |
| Bfsg, LLC | 0.01% | Add +45.5% | 3,065 | $131K |
| Assetmark, Inc. | 0.00% | Add +8.1% | 3,016 | $129K |
| TFC Financial Management, Inc. | 0.02% | Add +1.8% | 2,998 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -1.2% | 2,915 | $125K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,900 | $124K |
| Bokf, NA | 0.00% | New | 2,835 | $121K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,760 | $118K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,460 | $105K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -15.1% | 2,433 | $105K |
| Ryan Investment Management, Inc. | 0.06% | — | 2,346 | $100K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,305 | $99K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $96K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.3% | 2,224 | $95K |
| Reyes Financial Architecture, Inc. | 0.08% | No change | 2,184 | $94K |
| Centennial Bank | 0.04% | No change | 1,995 | $85K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $84K |
| Proathlete Wealth Management LLC | 0.03% | Add +1.8% | 1,936 | $83K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $79K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,849 | $79K |
| Arax Advisory Partners | 0.00% | Reduce -2.5% | 1,835 | $79K |
| Transce3nd, LLC | 0.03% | No change | 1,758 | $78K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +60.8% | 1,751 | $75K |
| Rialto Wealth Management, LLC | 0.02% | Add +1.8% | 1,611 | $69K |
| Motco | 0.01% | New | 1,437 | $62K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $61K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,335 | $57K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,319 | $57K |
| First Community Trust NA | 0.05% | Reduce -50.0% | 1,314 | $56K |
| SYM FINANCIAL Corp | 0.01% | Add +89.6% | 1,168 | $50K |
| CENTRAL TRUST Co | 0.00% | New | 1,081 | $46K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,074 | $46K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $45K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,035 | $44K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,020 | $44K |
| Gables Capital Management Inc. | 0.02% | New | 1,000 | $43K |
| American Capital Advisory, LLC | 0.02% | No change | 939 | $40K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 891 | $38K |
| SouthState Bank Corp | 0.00% | No change | 857 | $37K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 970 | $34K |
| JNBA Financial Advisors | 0.00% | New | 722 | $31K |
| Redwood Park Advisors LLC | 0.02% | Reduce -2.5% | 697 | $30K |
| Harbour Investments, Inc. | 0.00% | Add +67.4% | 683 | $29K |
| West Financial Advisors, LLC | 0.01% | No change | 666 | $29K |
| Ancora Advisors LLC | 0.00% | New | 615 | $26K |
| Key Financial Inc | 0.01% | No change | 576 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $24K |
| Russell Investments Group, Ltd. | 0.00% | New | 542 | $23K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 520 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.7% | 467 | $20K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 435 | $19K |
| Bessemer Group Inc. | 0.00% | Reduce -23.6% | 420 | $18K |
| Godsey & Gibb, Inc. | 0.00% | No change | 401 | $17K |
| GAMMA Investing LLC | 0.00% | New | 388 | $17K |
| Pineridge Advisors LLC | 0.01% | Add +1.9% | 381 | $16K |
| Providence Capital Advisors, LLC | 0.00% | New | 374 | $16K |
| Fortitude Family Office, LLC | 0.01% | New | 368 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 328 | $14K |
| Hantz Financial Services, Inc. | 0.00% | New | 334 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -78.7% | 324 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 315 | $13K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $13K |
| Principal Securities, Inc. | 0.00% | Reduce -37.3% | 262 | $11K |
| Citigroup Inc. | 0.00% | New | 260 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | New | 222 | $10K |
| MGB Wealth Management, LLC | 0.00% | No change | 207 | $9K |
| Truvestments Capital LLC | 0.00% | Add +1.5% | 202 | $9K |
| Hara Capital LLC | 0.01% | No change | 200 | $9K |
| Archer Investment Corp | 0.00% | No change | 153 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 150 | $6K |
| Breakwater Investment Management | 0.00% | No change | 145 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 143 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 141 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 64 | $3K |
| City Holding Co. | 0.00% | New | 49 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.3% | 44 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 23 | $985 |
| Brooklyn Investment Group | 0.00% | New | 18 | $771 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 7 | $306 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.