Dimensional International VaDFIVETF
13F holders, Q3 2025 (September 30)722holders +31
63new positions
21sold out
3famous investors
$46.11avg. 13F price*
At the end of Q3 2025, 722 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 31 from Q2 2025. 63 opened new positions and 21 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($1.2B), Mercer Global Advisors Inc. ($966.1M) and PNC Financial Services Group, Inc. ($638.5M). 3 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional International Va
- CUSIP
- 25434V807
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $152.1M |
| Exits | 21 | $280.0M |
All 13F filers, Q2 2025 → Q3 2025: 23,910,004 shares bought and 27,267,969 shares sold, net −3,357,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 722 holders
| Northwestern Mutual Wealth Management Co. | 0.83% | Add +9.2% | 26,884,410 | $1.2B |
| Mercer Global Advisors Inc. | 1.61% | Add +5.2% | 20,947,294 | $966.1M |
| PNC Financial Services Group, Inc. | 0.39% | Add +76.7% | 13,843,342 | $638.5M |
| Focus Partners Wealth | 0.91% | Add +5.1% | 12,280,302 | $566.4M |
| Savant Capital, LLC | 2.39% | Add +0.6% | 8,555,677 | $394.6M |
| Northern Trust Corp. | 0.04% | Reduce -0.7% | 7,124,327 | $328.6M |
| Focus Partners Advisor Solutions, LLC | 2.52% | Reduce -14.1% | 4,785,357 | $222.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -78.5% | 4,547,432 | $209.7M |
| Index Fund Advisors, Inc. | 8.12% | Add +14.7% | 3,628,776 | $167.4M |
| Raymond James Financial Inc. | 0.05% | Add +3.1% | 3,594,440 | $165.8M |
| Creative Planning | 0.12% | Reduce -2.1% | 3,425,004 | $158.0M |
| HighTower Advisors, LLC | 0.18% | Add +1.1% | 3,408,794 | $157.2M |
| Plancorp, LLC | 4.88% | Add +5.0% | 3,371,706 | $155.5M |
| Foster Group, Inc. | 4.70% | Reduce -3.1% | 3,243,570 | $149.6M |
| Corient Private Wealth LP | 0.22% | Reduce -22.6% | 3,028,978 | $139.7M |
| Kestra Investment Management, LLC | 3.68% | Add +10.3% | 2,970,673 | $137.0M |
| Cerity Partners LLC | 0.22% | Add +6.8% | 2,953,818 | $136.2M |
| Modera Wealth Management, LLC | 1.33% | Reduce -1.2% | 2,486,895 | $114.7M |
| Farther Finance Advisors, LLC | 1.55% | Add +603.1% | 2,220,435 | $102.4M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +1.4% | 2,093,013 | $96.8M |
| Bank of America Corp. | 0.01% | Add +54.9% | 2,019,382 | $93.1M |
| LPL Financial LLC | 0.03% | Add +7.1% | 2,010,025 | $92.7M |
| Cetera Investment Advisers | 0.10% | Add +14.0% | 1,904,420 | $87.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.70% | Add +0.5% | 1,834,355 | $84.6M |
| Team Hewins, LLC | 27.84% | Reduce -2.5% | 1,787,365 | $82.4M |
| UBS Group AG | 0.02% | Add +9.2% | 1,748,220 | $80.6M |
| Confluence Wealth Services, Inc. | 3.78% | Add +4.9% | 1,661,541 | $76.6M |
| Jackson Thornton Wealth Management, LLC | 7.71% | Reduce -2.0% | 1,639,299 | $76.0M |
| TCI Wealth Advisors, Inc. | 4.31% | Add +4.7% | 1,565,367 | $72.2M |
| NorthCoast Asset Management LLC | 0.28% | Add +1.3% | 1,542,252 | $71.1M |
| Jones Financial Companies LLLP | 0.04% | Add +37.3% | 1,369,821 | $63.2M |
| Evanson Asset Management, LLC | 3.53% | Add +4.0% | 1,356,519 | $62.6M |
| Choreo, LLC | 0.80% | Reduce -12.3% | 1,329,809 | $61.3M |
| Dixon Fnancial Services, Inc. | 27.81% | Reduce -1.0% | 1,323,891 | $61.1M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 1,263,013 | $58.3M |
| Falcon Wealth Planning | 5.11% | Add +5.0% | 1,231,501 | $56.8M |
| Wealth Management Nebraska | 6.63% | Add +4.0% | 1,206,881 | $55.7M |
| Beaird Harris Wealth Management, LLC | 3.88% | Add +0.1% | 1,185,998 | $54.7M |
| Apella Capital, LLC | 1.19% | Reduce -3.5% | 1,167,192 | $53.6M |
| True Link Financial Advisors, LLC | 3.34% | Add +2.6% | 1,125,835 | $51.9M |
| Washington Trust Bank | 3.74% | Add +57.2% | 1,105,712 | $51.0M |
| Maseco LLP | 2.34% | Reduce -1.6% | 1,045,952 | $48.2M |
| Total Wealth Planning, LLC | 4.70% | Add +3.3% | 881,021 | $40.6M |
| Strategic Financial Services, Inc. | 1.97% | Reduce -0.8% | 851,030 | $39.2M |
| Verus Financial Partners, Inc. | 3.75% | Reduce -1.1% | 844,896 | $39.0M |
| Keb Asset Management, LLC | 8.64% | Add +1.0% | 835,489 | $38.5M |
| Planning Center, Inc. | 3.97% | Reduce -2.1% | 820,714 | $37.9M |
| Sax Wealth Advisors, LLC | 2.01% | Add +24.3% | 810,142 | $37.4M |
| Exencial Wealth Advisors, LLC | 1.20% | Add +7.5% | 797,317 | $36.8M |
| Root Financial Partners, LLC | 2.22% | Add +31.6% | 780,394 | $36.0M |
| Premier Financial Group | 9.41% | Reduce -0.6% | 765,491 | $35.2M |
| Mariner, LLC | 0.05% | Add +39.6% | 755,962 | $34.9M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +15.3% | 746,115 | $34.4M |
| Wealth Architects, LLC | 3.20% | Reduce -0.3% | 734,705 | $33.9M |
| Willow Creek Wealth Management Inc. | 2.78% | Reduce -0.8% | 732,358 | $33.8M |
| McGlone Suttner Wealth Management, Inc. | 4.68% | Add +0.3% | 724,496 | $33.4M |
| Pallas Capital Advisors LLC | 1.20% | Add +4.3% | 708,314 | $32.7M |
| Sequoia Financial Advisors, LLC | 0.20% | Add +13.9% | 698,174 | $32.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.64% | Reduce -1.0% | 694,924 | $32.0M |
| Parkwoods Wealth Partners, LLC | 10.27% | Add +33.9% | 652,587 | $30.1M |
| Trinity Financial Advisors LLC | 8.68% | Add +1.3% | 652,048 | $30.1M |
| Wells Fargo & Company | 0.01% | Add +16.2% | 627,815 | $29.0M |
| Sachem Hill LLC | 5.65% | Reduce -6.7% | 612,867 | $28.3M |
| Eclectic Associates Inc. | 5.14% | Add +42.6% | 607,571 | $28.0M |
| Hill Investment Group Partners, LLC | 3.39% | Reduce -1.4% | 602,784 | $27.8M |
| Truist Financial Corp. | 0.04% | Add +11.1% | 582,345 | $26.9M |
| Fiduciary Financial Group, LLC | 3.97% | Add +6.1% | 544,306 | $25.1M |
| Earned Wealth Advisors, LLC | 4.13% | Reduce -3.5% | 543,967 | $25.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 531,884 | $24.5M |
| Equitable Holdings, Inc. | 0.18% | Add +16.9% | 526,329 | $24.3M |
| Allworth Financial LP | 0.10% | Add +2.7% | 512,732 | $23.6M |
| Quent Capital, LLC | 1.94% | Add +10.2% | 502,421 | $23.2M |
| Jane Street Group, LLC | 0.03% | Reduce -63.4% | 500,006 | $23.1M |
| Ocean Park Asset Management, LLC | 0.94% | New | 495,900 | $22.9M |
| McMill Wealth Management | 6.45% | Reduce -0.2% | 490,863 | $22.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +26.2% | 477,595 | $22.0M |
| Acropolis Investment Management, LLC | 1.12% | Add +5.5% | 513,890 | $22.0M |
| First Command Advisory Services, Inc. | 0.16% | Add +0.3% | 474,162 | $21.9M |
| Tobias Financial Advisors, Inc. | 3.30% | Add +10.3% | 470,709 | $21.7M |
| Seven Mile Advisory | 3.51% | New | 463,634 | $21.4M |
| Bayshore Asset Management, LLC | 8.93% | Reduce -1.8% | 451,674 | $20.8M |
| Hudock, Inc. | 3.15% | New | 450,062 | $20.8M |
| Cowa, LLC | 7.31% | Add +7.5% | 447,514 | $20.6M |
| PBMares Wealth Management LLC | 3.32% | Add +1.0% | 444,454 | $20.5M |
| Mason Street Advisors, LLC | 2.12% | Add +6.8% | 443,115 | $20.4M |
| CFS Investment Advisory Services, LLC | 1.50% | Reduce -5.3% | 434,462 | $20.2M |
| Prism Advisors, Inc. | 5.42% | Reduce -1.3% | 435,091 | $20.1M |
| Pinney & Scofield, Inc. | 12.33% | Add +1.3% | 430,483 | $19.9M |
| Dopkins Wealth Management, LLC | 8.26% | Reduce -2.8% | 424,767 | $19.6M |
| Wescott Financial Advisory Group, LLC | 1.74% | Reduce -0.7% | 421,688 | $19.4M |
| Squire Investment Management Company, LLC | 6.14% | Add +2.9% | 409,019 | $18.9M |
| Disciplined Equity Management, Inc. | 10.22% | Add +0.8% | 407,244 | $18.8M |
| Market Street Wealth Management Advisors LLC | 2.94% | Reduce -3.2% | 401,280 | $18.5M |
| Navigoe, LLC | 11.58% | Add +0.6% | 393,209 | $18.1M |
| Forum Financial Management, LP | 0.24% | Reduce -1.3% | 387,996 | $17.9M |
| ShankerValleau Wealth Advisors, Inc. | 4.59% | Add +0.1% | 387,794 | $17.9M |
| McLean Asset Management Corp | 3.55% | Reduce -6.8% | 370,519 | $17.3M |
| LRI Investments, LLC | 1.40% | Add +1.0% | 371,527 | $17.1M |
| Factor Wealth Management LTD | 4.22% | Add +3.1% | 365,708 | $16.9M |
| MML Investors Services, LLC | 0.04% | Add +19.0% | 364,118 | $16.8M |
| Fortress Wealth Management, Inc. | 7.42% | Add +6.0% | 361,963 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Add +23.8% | 359,967 | $16.5M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +698.9% | 352,884 | $16.3M |
| TruWealth Advisors, LLC | 0.82% | Add +2.9% | 352,324 | $16.2M |
| Claris Advisors, LLC / Mo / | 5.60% | No change | 376,361 | $16.1M |
| Vestia Personal Wealth Advisors | 8.54% | Add +5.1% | 347,881 | $16.0M |
| Rather & Kittrell, Inc. | 2.79% | Reduce -1.8% | 345,503 | $15.9M |
| Capital Analysts, LLC | 0.46% | Add +21.4% | 344,621 | $15.9M |
| Shearwater Capital LLC | 9.42% | Reduce -2.6% | 344,170 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.8% | 343,820 | $15.9M |
| Peirce Capital Management, LLC | 6.58% | Reduce -3.7% | 343,298 | $15.8M |
| Landaas & Co. /Wi | 3.59% | Add +114.3% | 342,551 | $15.8M |
| Captrust Financial Advisors | 0.03% | Add +0.2% | 337,542 | $15.6M |
| Invst, LLC | 1.75% | Reduce -1.6% | 334,458 | $15.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +7.0% | 333,880 | $15.4M |
| Apeiron RIA LLC | 3.44% | Reduce -0.4% | 336,537 | $15.3M |
| Meritas Wealth Management, LLC | 7.57% | Add +0.7% | 331,499 | $15.3M |
| EnRich Financial Partners LLC | 4.24% | Reduce -0.4% | 323,299 | $14.9M |
| Baker Tilly Wealth Management, LLC | 3.31% | Add +1353.4% | 317,587 | $14.6M |
| Sterling Financial Planning, Inc. | 4.61% | Reduce -1.5% | 316,690 | $14.6M |
| Disciplined Investments, LLC | 5.69% | Add +2.4% | 309,735 | $14.3M |
| Peapack Gladstone Financial Corp. | 0.19% | Add +13.7% | 309,691 | $14.3M |
| Embree Financial Group | 1.89% | Add +59.1% | 305,841 | $14.1M |
| Ruedi Wealth Management, Inc. | 3.92% | Reduce -0.5% | 303,303 | $14.0M |
| Financial Connections Group, Inc. | 5.46% | Add +0.6% | 303,202 | $14.0M |
| JDH Wealth Management, LLC | 9.87% | Reduce -2.1% | 301,409 | $13.9M |
| KM Capital Management Ltd. | 6.33% | Reduce -2.4% | 296,820 | $13.7M |
| Great Oak Capital Partners, LLC | 3.58% | Add +3.1% | 294,446 | $13.6M |
| Citadel Advisors | 0.01% | Reduce -31.6% | 294,879 | $13.6M |
| Baird Financial Group, Inc. | 0.02% | Add +45.1% | 287,743 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.0% | 271,375 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 270,916 | $12.5M |
| Pathstone Holdings, LLC | 0.05% | Reduce -6.4% | 268,276 | $12.4M |
| Lauterbach Financial Advisors, LLC | 6.20% | Reduce -1.4% | 267,565 | $12.3M |
| Tradewinds, LLC. | 3.00% | New | 266,776 | $12.3M |
| Capstone Wealth Management, LLC | 9.47% | Add +1.7% | 266,765 | $12.3M |
| Cardiff Park Advisors, LLC | 0.94% | Add +2.1% | 266,045 | $12.3M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -3.8% | 265,856 | $12.3M |
| Mraz, Amerine & Associates, Inc. | 1.89% | Add +11.4% | 262,901 | $12.1M |
| Fonville Wealth Management LLC | 2.69% | Add +4.0% | 259,692 | $12.0M |
| B&D White Capital Company, LLC | 1.53% | Add +13.0% | 259,469 | $12.0M |
| AQR Capital Management | 0.01% | Add +73.6% | 258,802 | $11.9M |
| Monograph Wealth Advisors, LLC | 1.14% | Reduce -3.9% | 244,910 | $11.3M |
| DiNuzzo Private Wealth, Inc. | 1.28% | Reduce -1.1% | 247,799 | $11.3M |
| Robinswood Financial LLC | 3.73% | Reduce -0.4% | 242,796 | $11.2M |
| Tillman Hartley LLC | 2.90% | Reduce -2.1% | 242,754 | $11.2M |
| Fischer Investment Strategies, LLC | 6.72% | Add +31.1% | 242,713 | $11.2M |
| Werba Rubin Papier Wealth Management | 1.79% | Add +11.3% | 240,051 | $11.1M |
| Compound Planning, Inc. | 0.36% | Add +1.0% | 239,095 | $11.0M |
| Northwest Wealth Management, LLC | 1.80% | Reduce -2.6% | 237,087 | $10.9M |
| Maryland Capital Advisors Inc. | 3.75% | Add +4.7% | 226,942 | $10.5M |
| Thrivent Financial for Lutherans | 0.02% | New | 223,043 | $10.3M |
| Elevate Wealth Advisory, Inc. | 7.27% | Reduce -2.9% | 216,876 | $10.0M |
| Austin Asset Management Co Inc | 1.87% | Reduce -2.2% | 213,210 | $9.8M |
| Baker Boyer National Bank | 3.26% | Reduce -1.7% | 212,722 | $9.8M |
| Andrews, Lucia Wealth Management LLC | 5.90% | Reduce -0.4% | 212,490 | $9.8M |
| VeraBank, N.A. | 1.80% | Add +13.2% | 208,919 | $9.6M |
| Perritt Capital Management Inc | 4.45% | Reduce -0.6% | 203,479 | $9.4M |
| Aspiriant, LLC | 0.29% | Reduce -0.9% | 202,427 | $9.3M |
| AE Wealth Management LLC | 0.06% | Reduce -4.5% | 199,533 | $9.2M |
| Caliber Wealth Management, LLC / KS | 1.03% | Reduce -2.0% | 199,430 | $9.2M |
| Financial Futures Ltd Liability Co. | 4.41% | Add +6.2% | 196,937 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | New | 194,911 | $9.0M |
| Yeomans Consulting Group, Inc. | 3.09% | New | 193,749 | $9.0M |
| Eq Wealth Advisors, LLC | 5.88% | Add +7.4% | 193,895 | $8.9M |
| ABLE Financial Group, LLC | 1.90% | Add +6.0% | 189,820 | $8.8M |
| Phillips Financial Management, LLC | 0.58% | Add +1.7% | 189,159 | $8.7M |
| Destiny Wealth Partners, LLC | 1.05% | Add +2.5% | 186,557 | $8.6M |
| Mission Wealth Management, LP | 0.18% | Add +31.5% | 186,021 | $8.6M |
| Altiora Financial Group, LLC | 1.56% | Reduce -0.6% | 185,313 | $8.5M |
| Stone Summit Wealth LLC | 2.40% | Add +8.7% | 183,459 | $8.5M |
| Tortoise Investment Management, LLC | 0.74% | Add +0.8% | 179,502 | $8.3M |
| Morgan Stanley | 0.00% | Add +1.3% | 178,100 | $8.2M |
| Vise Technologies, Inc. | 0.31% | New | 177,859 | $8.2M |
| G2 Capital Management, LLC / Oh | 2.06% | Add +7.1% | 177,340 | $8.2M |
| Cedar Point Capital Partners, LLC | 5.35% | Add +1.3% | 176,867 | $8.2M |
| Visionary Wealth Advisors | 0.38% | Add +14.6% | 176,259 | $8.1M |
| Oceanside Advisors LLC | 5.02% | Reduce -0.2% | 174,140 | $8.0M |
| Kondo Wealth Advisors, Inc. | 3.14% | Reduce -4.3% | 169,034 | $7.8M |
| Kings Path Partners LLC | 2.85% | Add +3.8% | 167,974 | $7.7M |
| Cordant, Inc. | 3.40% | Add +0.5% | 163,245 | $7.5M |
| Savvy Advisors, Inc. | 0.34% | Add +1071.8% | 161,916 | $7.5M |
| Waverly Advisors, LLC | 0.07% | Add +3.4% | 160,960 | $7.4M |
| REAP Financial Group, LLC | 1.61% | Add +3.3% | 160,612 | $7.4M |
| Mather Group, Llc. | 0.07% | Reduce -1.7% | 160,590 | $7.4M |
| Family Legacy, Inc. | 2.11% | Reduce -1.9% | 149,957 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +142.3% | 148,321 | $6.8M |
| Certified Advisory Corp | 0.64% | Add +5.9% | 145,265 | $6.7M |
| Trademark Financial Management, LLC | 3.75% | Add +6.5% | 139,717 | $6.4M |
| N.E.W. Advisory Services LLC | 0.57% | Reduce -5.1% | 137,847 | $6.4M |
| Compass Financial Group, Inc. | 2.83% | Add +28.1% | 136,896 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.5% | 136,606 | $6.3M |
| Breakwater Capital Group | 0.93% | Add +13.8% | 136,238 | $6.3M |
| Shotwell Rutter Baer Inc | 4.05% | Reduce -2.6% | 135,462 | $6.3M |
| Mattern Wealth Management LLC | 1.24% | Add +3.1% | 134,495 | $6.2M |
| Timonier Family Office, LTD. | 2.03% | Reduce -3.3% | 134,110 | $6.2M |
| HMV Wealth Advisors, LLC | 3.39% | Add +0.1% | 133,806 | $6.2M |
| Larson Financial Group LLC | 0.22% | Reduce -1.6% | 132,875 | $6.1M |
| Perigon Wealth Management, LLC | 0.12% | Add +3.0% | 131,243 | $6.1M |
| Sculati Wealth Management, LLC | 2.11% | Add +33.0% | 129,364 | $6.0M |
| Kingsview Wealth Management, LLC | 0.09% | Add +7.8% | 128,724 | $5.9M |
| Rf&l Wealth Management, LLC | 3.46% | Add +4.2% | 127,854 | $5.9M |
| 1900 Wealth Management LLC | 0.39% | Reduce -0.9% | 125,185 | $5.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +76.9% | 125,178 | $5.8M |
| CreativeOne Wealth, LLC | 0.14% | Add +1631.4% | 124,733 | $5.8M |
| Old Mission Capital LLC | 0.20% | Reduce -34.0% | 122,146 | $5.6M |
| Whittier Trust Co. | 0.06% | No change | 119,178 | $5.6M |
| EverSource Wealth Advisors, LLC | 0.22% | Add +1.5% | 119,802 | $5.5M |
| Avior Wealth Management, LLC | 0.18% | Add +21.6% | 119,764 | $5.5M |
| Causey Wealth LLC | 2.69% | Add +3.7% | 119,391 | $5.5M |
| Strategic Investment Solutions, Inc. | 1.43% | Add +7.3% | 116,973 | $5.4M |
| Estate Counselors, LLC | 0.45% | New | 114,400 | $5.3M |
| Laurel Wealth Planning LLC | 2.77% | Reduce -3.3% | 113,421 | $5.2M |
| Brookstone Capital Management | 0.06% | Add +6.8% | 112,504 | $5.2M |
| Composition Wealth, LLC | 0.08% | New | 112,060 | $5.2M |
| Sterling Wealth Management, Inc. | 1.56% | Add +7.4% | 111,933 | $5.2M |
| Glass Jacobson Investment Advisors llc | 1.84% | Add +0.0% | 110,329 | $5.1M |
| Alpha Advisors, LLC | 3.82% | Add +1.1% | 110,208 | $5.1M |
| Del-Sette Capital Management, LLC | 3.14% | Add +12.0% | 109,609 | $5.1M |
| Lam Group, Inc. | 3.10% | Add +0.0% | 108,433 | $5.0M |
| Betterment LLC | 0.01% | Reduce -2.2% | 105,966 | $4.9M |
| OMNI 360 Wealth, Inc. | 2.74% | Add +5.3% | 105,849 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +3.8% | 104,863 | $4.8M |
| Valued Retirements, Inc. | 5.44% | No change | 112,558 | $4.8M |
| Turning Point Benefit Group, Inc. | 2.82% | Add +262.0% | 101,119 | $4.7M |
| Barnes Pettey Financial Advisors, LLC | 2.56% | Reduce -0.0% | 101,301 | $4.7M |
| Armbruster Capital Management, Inc. | 0.78% | Reduce -0.8% | 99,820 | $4.6M |
| Kelly Financial Group LLC | 1.21% | Add +3.0% | 99,282 | $4.6M |
| Porter White Investment Advisors, Inc. | 1.96% | Reduce -0.8% | 98,762 | $4.6M |
| Advisory Alpha, LLC | 0.13% | Add +5.3% | 98,469 | $4.6M |
| Benningfield Financial Advisors, LLC | 3.58% | Add +2.0% | 98,379 | $4.5M |
| Graver Capital Management, LLC | 3.82% | Reduce -1.8% | 98,275 | $4.5M |
| InTrack Investment Management Inc | 2.68% | Add +35.1% | 97,275 | $4.5M |
| Tilson Financial Group, Inc. | 1.45% | Reduce -2.8% | 95,942 | $4.4M |
| Evoke Wealth, LLC | 0.09% | Reduce -0.2% | 95,368 | $4.4M |
| Burk Holdings LLC | 2.33% | Add +2.2% | 94,689 | $4.4M |
| Spire Wealth Management | 0.15% | Reduce -2.3% | 94,607 | $4.4M |
| Cwm, LLC | 0.01% | Add +4.9% | 94,037 | $4.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -0.6% | 93,791 | $4.3M |
| Addison Advisors LLC | 1.00% | Add +0.8% | 93,268 | $4.3M |
| Verum Partners LLC | 0.91% | Reduce -0.6% | 92,331 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +10.2% | 91,351 | $4.2M |
| Poinciana Advisors Group, LLC | 3.50% | Reduce -1.8% | 89,810 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -14.9% | 89,316 | $4.1M |
| Cambridge Financial Group, LLC | 1.31% | Reduce -19.4% | 88,505 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +46.6% | 88,337 | $4.1M |
| Beacon Harbor Wealth Advisors, Inc. | 0.94% | Add +0.1% | 87,693 | $4.0M |
| Journey Beyond Wealth, LLC | 3.29% | Add +3.7% | 86,849 | $4.0M |
| Castle Wealth Management LLC | 1.35% | New | 86,643 | $4.0M |
| Bedel Financial Consulting, Inc. | 0.51% | Add +1.1% | 86,418 | $4.0M |
| Awm Capital, LLC | 0.36% | Add +0.2% | 85,974 | $4.0M |
| Investmark Advisory Group LLC | 1.69% | Reduce -4.1% | 84,402 | $3.9M |
| TruNorth Capital Management, LLC | 0.76% | Add +0.0% | 83,673 | $3.9M |
| FMB Wealth Management | 1.61% | Reduce -0.1% | 82,606 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.45% | Reduce -3.6% | 82,362 | $3.8M |
| &partners | 0.02% | Add +52.1% | 81,293 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.6% | 82,042 | $3.8M |
| Ariadne Wealth Management, LP | 1.68% | Reduce -1.1% | 78,226 | $3.7M |
| Regions Financial Corp. | 0.02% | Add +13.6% | 80,706 | $3.7M |
| Symmetry Partners, LLC | 0.40% | Reduce -0.3% | 80,286 | $3.7M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +11.8% | 78,334 | $3.6M |
| CVA Family Office, LLC | 0.46% | No change | 77,480 | $3.6M |
| L.K. Benson & Company, P.C. | 1.90% | Add +0.6% | 76,605 | $3.5M |
| Corus Family Wealth Advisors | 2.60% | Add +4.1% | 76,569 | $3.5M |
| Signet Financial Management, LLC | 0.40% | Add +2.1% | 74,660 | $3.4M |
| Pillar Financial Advisors, LLC | 2.14% | Reduce -0.5% | 73,864 | $3.4M |
| Aviance Capital Partners, LLC | 0.40% | Add +2.0% | 73,024 | $3.4M |
| Red Lighthouse Investment Management, LLC | 1.15% | Reduce -1.5% | 71,355 | $3.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.5% | 69,845 | $3.2M |
| Accel Wealth Management | 0.94% | Add +199.3% | 69,842 | $3.2M |
| Beckerman Institutional, LLC | 1.85% | Add +7.8% | 68,120 | $3.1M |
| Aegis Wealth Management LLC | 1.67% | No change | 67,764 | $3.1M |
| LexAurum Advisors, LLC | 0.45% | Add +2.0% | 67,685 | $3.1M |
| Bank of New Hampshire | 0.72% | Add +49.5% | 67,335 | $3.1M |
| Aerodigm Wealth, LLC | 1.30% | Reduce -5.1% | 66,885 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | New | 66,671 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Add +19.7% | 66,288 | $3.1M |
| City State Bank | 0.88% | Add +21.2% | 66,280 | $3.1M |
| Lakeshore Financial Planning, Inc. | 1.13% | Add +1.7% | 66,101 | $3.0M |
| Herold Advisors, Inc. | 0.70% | Add +13.8% | 65,725 | $3.0M |
| Vance Wealth, LLC | 0.93% | Add +25.1% | 65,340 | $3.0M |
| Family CFO Inc | 1.36% | Add +2.1% | 64,168 | $3.0M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Add +0.3% | 63,684 | $2.9M |
| IFP Advisors, Inc | 0.08% | Add +24.0% | 63,136 | $2.9M |
| Hippocratic Financial Advisors, LLC | 1.38% | Add +10.7% | 62,196 | $2.9M |
| CLG LLC | 0.78% | Add +6.4% | 62,130 | $2.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Add +0.4% | 61,142 | $2.8M |
| SwitchPoint Financial Planning, LLC | 2.04% | Add +0.3% | 60,971 | $2.8M |
| Kraft, Davis & Associates, LLC | 0.68% | Add +2.2% | 60,031 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Add +6.5% | 60,485 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +77.3% | 60,384 | $2.8M |
| Allegiance Financial Group Advisory Services LLC | 0.64% | Reduce -5.3% | 60,018 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -35.5% | 59,813 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +53.7% | 59,645 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -5.3% | 59,560 | $2.7M |
| Fund Evaluation Group, LLC | 0.10% | Add +0.1% | 58,851 | $2.7M |
| Diversified Portfolios, Inc. | 0.24% | Add +0.5% | 58,674 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | New | 57,896 | $2.7M |
| Kaufman Rossin Wealth, LLC | 1.44% | Reduce -4.5% | 57,122 | $2.6M |
| AG Asset Advisory, LLC | 2.15% | Reduce -21.5% | 56,138 | $2.6M |
| Strathmore Capital Advisors, Inc. | 1.05% | Reduce -0.0% | 55,769 | $2.6M |
| Interchange Capital Partners, LLC | 0.49% | Add +0.1% | 53,680 | $2.5M |
| MAI Capital Management | 0.02% | Add +4.8% | 52,363 | $2.4M |
| Collective Family Office LLC | 0.56% | Add +0.7% | 50,939 | $2.3M |
| Pacific Asset Management, LLC | 1.58% | Reduce -0.2% | 50,297 | $2.3M |
| Pettinga Financial Advisors LLC | 0.45% | Reduce -11.6% | 49,994 | $2.3M |
| JMG Financial Group, Ltd. | 0.06% | Add +22.2% | 48,906 | $2.3M |
| Aurelius Family Office LLC | 1.00% | Reduce -1.4% | 48,870 | $2.3M |
| Builder Investment Group Inc. | 0.50% | Reduce -1.0% | 48,127 | $2.2M |
| Lodestone Wealth Management LLC | 0.97% | Add +3.1% | 46,878 | $2.2M |
| Legacy Financial Advisors, Inc. | 0.29% | Add +9.9% | 46,117 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +18.6% | 45,684 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -23.0% | 45,600 | $2.1M |
| Strata Wealth Advisors, LLC | 0.55% | Reduce -0.9% | 45,367 | $2.1M |
| Red Tortoise LLC | 0.91% | Add +0.4% | 45,016 | $2.1M |
| FMR LLC | 0.00% | Add +49.6% | 44,543 | $2.1M |
| Cloud Capital Management, LLC | 1.08% | Add +0.5% | 44,523 | $2.1M |
| Trace Wealth Advisors, LLC | 1.53% | No change | 44,424 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +5.1% | 44,394 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Add +3.7% | 43,523 | $2.0M |
| Freedom Investment Management, Inc. | 0.53% | Reduce -29.8% | 43,352 | $2.0M |
| Krilogy Financial LLC | 0.07% | Add +2.3% | 42,190 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +113.8% | 42,294 | $2.0M |
| Fifth Third Securities, Inc. | 0.13% | Add +189.2% | 41,760 | $1.9M |
| AlphaCore Capital LLC | 0.06% | Add +362.7% | 41,621 | $1.9M |
| BWM Planning, LLC | 0.56% | No change | 40,979 | $1.9M |
| CSS LLC | 0.32% | No change | 40,350 | $1.9M |
| Triangle Securities Wealth Management | 0.42% | Add +2.8% | 40,130 | $1.9M |
| Zhang Financial LLC | 0.07% | Add +1.9% | 39,965 | $1.8M |
| Nautilus Advisors LLC | 1.23% | Add +4.7% | 39,773 | $1.8M |
| Quarry Hill Advisors, LLC | 0.94% | Reduce -0.6% | 39,745 | $1.8M |
| Boston Partners | 0.00% | New | 39,057 | $1.8M |
| Applied Capital LLC | 0.72% | No change | 38,926 | $1.8M |
| ARK & TLK Investments, LLC | 0.56% | Reduce -17.4% | 38,416 | $1.8M |
| Summit Financial, LLC | 0.03% | New | 38,330 | $1.8M |
| Washington Trust Advisors, Inc. | 0.13% | New | 37,699 | $1.7M |
| Seven Springs Wealth Group, LLC | 0.43% | Add +5.7% | 37,652 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -15.3% | 37,248 | $1.7M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -3.7% | 37,183 | $1.7M |
| TFO Wealth Partners, LLC | 0.28% | Reduce -5.2% | 36,598 | $1.7M |
| Vantage Point Financial LLC | 0.65% | Reduce -8.7% | 36,299 | $1.7M |
| Valued Wealth Advisors LLC | 0.77% | Reduce -0.1% | 36,204 | $1.7M |
| American Investment Services, Inc. | 0.40% | No change | 35,997 | $1.7M |
| Peoples Bank | 1.01% | Reduce -8.7% | 35,603 | $1.6M |
| SOL Capital Management CO | 0.15% | Add +4.1% | 35,580 | $1.6M |
| Investment Advisory Group, LLC | 0.44% | Add +13.2% | 35,274 | $1.6M |
| Global Assets Advisory, LLC | 0.48% | New | 35,214 | $1.6M |
| Ballentine Partners, LLC | 0.02% | No change | 34,870 | $1.6M |
| Verus Wealth Management, LLC | 1.49% | No change | 34,713 | $1.6M |
| Curi Capital, LLC | 0.03% | Add +0.1% | 34,374 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.56% | Add +14.7% | 34,065 | $1.6M |
| Running Point Capital Advisors, LLC | 0.42% | Add +60.1% | 33,765 | $1.6M |
| Bridge Generations Wealth Management LLC | 1.02% | Reduce -56.2% | 33,191 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Add +152.5% | 32,614 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.33% | Add +1.0% | 32,329 | $1.5M |
| APS Management Group, Inc. | 1.30% | — | 31,839 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 31,431 | $1.4M |
| Sovereign Financial Group, Inc. | 0.27% | Add +10.8% | 31,366 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +146.9% | 31,202 | $1.4M |
| Arcadia Wealth Management, LLC | 0.57% | Reduce -3.4% | 31,126 | $1.4M |
| Optivise Advisory Services LLC | 0.85% | Add +15.9% | 30,978 | $1.4M |
| Heritage Wealth Management, Inc./Texas | 0.63% | Add +0.1% | 30,866 | $1.4M |
| Greenspring Advisors, LLC | 0.25% | — | 30,837 | $1.4M |
| Morris Financial Concepts, Inc. | 0.50% | Add +21.7% | 30,247 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.4% | 29,376 | $1.4M |
| Lutz Financial Services LLC | 0.10% | No change | 28,558 | $1.3M |
| 25 LLC | 0.44% | Add +0.6% | 28,290 | $1.3M |
| My Personal CFO, LLC | 0.50% | New | 28,249 | $1.3M |
| Foundation Wealth Management, LLC\PA | 0.50% | Add +0.0% | 28,249 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.0% | 28,210 | $1.3M |
| Berger Financial Group, Inc | 0.08% | Add +0.0% | 27,887 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.7% | 27,244 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -0.6% | 27,528 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Add +109.2% | 27,172 | $1.3M |
| Atlantic Union Bankshares Corp | 0.02% | Add +35.9% | 26,440 | $1.2M |
| Comerica Bank | 0.00% | Reduce -8.8% | 26,019 | $1.2M |
| Watershed Private Wealth LLC | 0.38% | Reduce -8.5% | 25,917 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -3.2% | 25,658 | $1.2M |
| Clark Asset Management, LLC | 0.14% | Add +24.6% | 25,598 | $1.2M |
| McGrath & Associates, Inc. | 1.74% | Add +0.4% | 25,408 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +14.4% | 25,094 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Reduce -26.4% | 25,051 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.50% | Reduce -53.8% | 24,092 | $1.2M |
| Sutton Place Investors LLC | 0.66% | Reduce -8.0% | 24,943 | $1.2M |
| Clarity Capital Advisors, LLC | 0.63% | Add +0.3% | 24,909 | $1.1M |
| New Dimensions Wealth Management, LLC | 1.00% | Reduce -11.3% | 24,778 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +46.8% | 24,435 | $1.1M |
| RB Capital Management, LLC | 0.23% | Reduce -1.1% | 23,232 | $1.1M |
| Longview Financial Advisors LLC | 0.61% | No change | 23,105 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.36% | Reduce -0.2% | 23,091 | $1.1M |
| Zacks Investment Management | 0.01% | Add +0.4% | 23,004 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.70% | Reduce -13.5% | 22,949 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.94% | Add +3.8% | 22,852 | $1.1M |
| Mills Wealth Advisors LLC | 0.43% | No change | 22,822 | $1.1M |
| Sunesis Advisors, LLC | 0.49% | — | 22,653 | $1.0M |
| HBW Advisory Services LLC | 0.12% | Add +0.4% | 22,541 | $1.0M |
| Prosperity Planning, Inc. | 0.39% | Reduce -1.0% | 22,410 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +12.1% | 22,252 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -15.8% | 22,079 | $1.0M |
| Riverchase Wealth Management, LLC | 0.57% | Add +28.8% | 21,979 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.8% | 21,861 | $1.0M |
| CogentBlue Wealth Advisors, LLC | 0.69% | Reduce -0.1% | 21,801 | $1.0M |
| Callan Family Office, LLC | 0.03% | Reduce -11.3% | 21,605 | $996K |
| US Bancorp \de | 0.00% | Reduce -9.3% | 21,571 | $995K |
| SJS Investment Consulting Inc. | 0.13% | Add +28.3% | 21,096 | $973K |
| Level Financial Advisors | 0.27% | Add +0.4% | 21,061 | $971K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 20,876 | $963K |
| Beacon Financial Advisory LLC | 0.22% | Add +5.8% | 20,687 | $954K |
| Wedmont Private Capital | 0.04% | Add +0.0% | 20,579 | $952K |
| Versant Capital Management, Inc | 0.13% | Add +0.1% | 20,481 | $945K |
| Ameriprise Financial Inc. | 0.00% | Add +14.4% | 20,393 | $941K |
| Avant Financial Advisors LLC | 0.70% | No change | 20,080 | $926K |
| Asset Dedication, LLC | 0.06% | No change | 20,073 | $926K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.9% | 20,058 | $925K |
| Americana Partners, LLC | 0.03% | Add +25.6% | 19,967 | $921K |
| Balentine LLC | 0.03% | New | 19,769 | $912K |
| IFG Advisors, LLC | 0.15% | Add +1.7% | 19,669 | $907K |
| MPWM Advisory Solutions, LLC | 0.54% | Reduce -0.5% | 19,649 | $906K |
| Ellenbecker Investment Group | 0.13% | Add +0.3% | 19,455 | $897K |
| Lido Advisors, LLC | 0.00% | Add +37.1% | 19,175 | $884K |
| Eaton Financial Holdings Company, LLC | 0.25% | Add +0.4% | 19,126 | $882K |
| Family Wealth Partners, LLC | 0.33% | Add +6.2% | 19,028 | $878K |
| NerdWallet Wealth Partners, LLC | 0.42% | — | 18,775 | $866K |
| Sei Investments Co. | 0.00% | Add +10.4% | 18,598 | $858K |
| Smartleaf Asset Management LLC | 0.05% | Add +10.7% | 18,359 | $846K |
| First Western Trust Bank | 0.04% | Reduce -6.0% | 18,318 | $845K |
| Able Wealth Management LLC | 0.32% | Reduce -0.5% | 18,170 | $838K |
| Mustard Seed Financial, LLC | 0.53% | Reduce -4.1% | 17,905 | $826K |
| Modern Wealth Management, LLC | 0.02% | Add +0.3% | 17,541 | $809K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -1.5% | 17,255 | $796K |
| Tandem Financial, LLC | 0.30% | New | 17,194 | $793K |
| MN Wealth Advisors, LLC | 0.42% | Reduce -3.8% | 17,025 | $785K |
| Hardin Capital Partners, LLC | 0.42% | Add +12.8% | 17,005 | $784K |
| Curio Wealth, LLC | 0.32% | Reduce -0.2% | 16,955 | $782K |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 16,912 | $780K |
| Melfa Wealth Management, Inc. | 0.46% | Add +2.0% | 16,874 | $778K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -1.2% | 16,789 | $774K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -2.1% | 16,692 | $774K |
| Studio Investment Management LLC | 0.14% | Add +1.0% | 16,645 | $768K |
| GWN Securities Inc. | 0.18% | Add +16.5% | 16,583 | $765K |
| Mullaney, Keating & Wright, Inc. | 0.42% | Add +3.0% | 16,541 | $763K |
| Global Trust Asset Management, LLC | 0.34% | Reduce -5.7% | 16,452 | $759K |
| Acorn Wealth Advisors, LLC | 0.24% | Add +17.1% | 16,398 | $756K |
| Nwam LLC | 0.04% | Reduce -2.1% | 16,360 | $755K |
| Iowa State Bank | 0.14% | No change | 15,812 | $729K |
| MB Generational Wealth, LLC | 0.46% | — | 15,727 | $725K |
| Wealthspan Partners, LLC | 0.28% | Add +21.5% | 15,494 | $715K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.2% | 15,380 | $709K |
| Formidable Asset Management, LLC | 0.11% | Add +11.7% | 16,475 | $706K |
| JT Stratford LLC | 0.09% | Reduce -18.5% | 15,266 | $704K |
| Ieq Capital, LLC | 0.00% | Add +23.2% | 15,187 | $700K |
| First National Corp. /Ma/ | 0.13% | No change | 14,767 | $683K |
| Drive Wealth Management, LLC | 0.14% | Add +0.5% | 14,775 | $681K |
| Abacus Wealth Partners, LLC | 0.10% | No change | 14,518 | $670K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -8.9% | 14,483 | $668K |
| Ironwood Financial, llc | 0.12% | No change | 14,227 | $656K |
| Archer Investment Management, LLC | 0.40% | Reduce -15.0% | 14,141 | $652K |
| RFG Advisory, LLC | 0.01% | Add +0.2% | 13,984 | $645K |
| RAM Investment Partners, LLC | 0.12% | No change | 13,737 | $634K |
| Keybank National Association | 0.00% | No change | 13,649 | $629K |
| Compass Ion Advisors, LLC | 0.06% | Add +8.3% | 13,276 | $612K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.21% | No change | 13,076 | $611K |
| Blume Capital Management, Inc. | 0.12% | No change | 13,200 | $609K |
| HB Wealth Management, LLC | 0.00% | Add +22.7% | 12,633 | $583K |
| BIP Wealth, LLC | 0.03% | Add +26.7% | 12,540 | $578K |
| Simplicity Wealth,LLC | 0.03% | Reduce -51.7% | 12,519 | $577K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +139.3% | 12,512 | $577K |
| Clearstead Trust, LLC | 0.10% | No change | 12,500 | $577K |
| Stratos Investment Management, LLC | 0.02% | Reduce -61.1% | 12,499 | $576K |
| Oak Wealth Advisors LLC | 0.33% | Reduce -3.9% | 12,259 | $565K |
| Sovran Advisors, LLC | 0.05% | New | 12,075 | $561K |
| Quadcap Wealth Management, LLC | 0.07% | Add +7.5% | 12,162 | $561K |
| Tranquility Partners, LLC | 0.19% | Add +12.7% | 12,145 | $560K |
| Unison Advisors LLC | 0.05% | Add +0.4% | 12,046 | $556K |
| Evergreen Capital Management LLC | 0.01% | Add +0.6% | 12,017 | $554K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,808 | $545K |
| GC Wealth Management RIA, LLC | 0.02% | New | 11,808 | $545K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 11,721 | $541K |
| Brighton Jones LLC | 0.01% | Reduce -5.2% | 11,706 | $540K |
| Hemington Wealth Management | 0.07% | No change | 11,582 | $534K |
| Tarbox Family Office, Inc. | 0.08% | No change | 11,547 | $533K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,514 | $531K |
| Vision Capital Management, Inc. | 0.07% | Reduce -12.9% | 11,513 | $531K |
| James J. Burns & Company, LLC | 0.08% | Add +6.8% | 11,503 | $531K |
| Hanover Advisors Inc. | 0.21% | Add +5.2% | 11,498 | $530K |
| Waterfront Wealth Inc. | 0.11% | No change | 11,387 | $523K |
| Roundview Capital LLC | 0.03% | No change | 11,288 | $521K |
| Faithward Advisors, LLC | 0.08% | Add +25.0% | 11,277 | $520K |
| Gemmer Asset Management LLC | 0.04% | No change | 11,136 | $514K |
| K2 Financial Inc. | 0.41% | Add +0.0% | 11,187 | $508K |
| Meredith Wealth Planning | 0.16% | No change | 10,768 | $497K |
| Five Oceans Advisors | 0.18% | Reduce -0.3% | 10,594 | $489K |
| Institute for Wealth Management, LLC. | 0.05% | Add +0.2% | 10,571 | $488K |
| Brand Asset Management Group, Inc. | 0.14% | Add +0.1% | 10,430 | $481K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +26.7% | 10,415 | $480K |
| Old Mission Investment Co LLC | 0.12% | Add +19.6% | 10,235 | $472K |
| Passive Capital Management, LLC. | 0.15% | Add +0.4% | 10,195 | $470K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 9,983 | $460K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 9,942 | $458K |
| First Financial Group Corp | 0.39% | Add +42.7% | 9,860 | $455K |
| Silver Oak Advisory Group, Inc. | 0.20% | No change | 9,815 | $452K |
| WealthCollab, LLC | 0.21% | New | 9,726 | $449K |
| Klingman & Associates, LLC | 0.02% | No change | 9,721 | $448K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.2% | 9,683 | $447K |
| Argent Trust Co | 0.02% | No change | 9,583 | $442K |
| Partners in Financial Planning | 0.08% | Add +0.2% | 9,562 | $441K |
| Mattern Capital Management, LLC | 0.05% | Add +7.4% | 9,475 | $437K |
| Advyzon Investment Management, LLC | 0.07% | Add +13.9% | 9,403 | $434K |
| Midwest Trust Co | 0.01% | Reduce -0.7% | 9,363 | $432K |
| Alkeme Wealth, LLC | 0.19% | Add +0.4% | 9,361 | $432K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +91.8% | 9,354 | $431K |
| Financial Symmetry Inc | 0.19% | Add +3.6% | 9,334 | $430K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 9,171 | $423K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 9,127 | $421K |
| Prospera Financial Services Inc | 0.01% | Add +64.5% | 9,009 | $415K |
| Resonant Capital Advisors, LLC | 0.02% | Add +13.1% | 8,957 | $413K |
| New Wave Wealth Advisors LLC | 0.16% | New | 8,848 | $408K |
| Financial Harvest, LLC | 0.27% | Reduce -23.8% | 8,831 | $407K |
| Golden Bell Financial Planning LLC | 0.35% | Reduce -4.3% | 8,819 | $407K |
| Global Retirement Partners, LLC | 0.01% | Add +1.4% | 8,791 | $405K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 8,696 | $401K |
| Oder Investment Management, LLC | 0.29% | Add +17.4% | 8,689 | $401K |
| Principal Securities, Inc. | 0.01% | Add +3200.8% | 8,648 | $399K |
| Heritage Financial Services, LLC | 0.04% | No change | 8,646 | $399K |
| D. E. Shaw & Co. | 0.00% | Add +69.4% | 8,634 | $398K |
| International Private Wealth Advisors LLC | 0.25% | New | 8,588 | $396K |
| Arlington Financial Advisors, LLC | 0.06% | New | 8,363 | $386K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 8,358 | $385K |
| Integrity Alliance, Llc. | 0.02% | Reduce -2.6% | 8,347 | $385K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,335 | $384K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.5% | 8,278 | $382K |
| Bank of Montreal | 0.00% | Add +94.9% | 8,241 | $380K |
| Cary Street Partners Financial LLC | 0.01% | Add +10.9% | 8,225 | $379K |
| Parsons Capital Management Inc. | 0.02% | New | 8,221 | $379K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,216 | $379K |
| Narus Financial Partners, LLC | 0.10% | Add +9.1% | 8,204 | $378K |
| CRA Financial Services, LLC | 0.05% | No change | 8,082 | $373K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -0.8% | 8,080 | $373K |
| Samalin Investment Counsel, LLC | 0.13% | Add +2.1% | 7,902 | $364K |
| Elser Financial Planning, Inc | 0.43% | No change | 7,789 | $359K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.8% | 7,749 | $357K |
| Flagstone Financial Management | 0.09% | Reduce -1.7% | 7,651 | $353K |
| Beta Wealth Group, Inc. | 0.14% | Add +20.1% | 7,601 | $351K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -1.0% | 7,515 | $347K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +5.2% | 7,476 | $345K |
| Huntleigh Advisors, Inc. | 0.06% | New | 7,473 | $345K |
| Secure Asset Management, LLC | 0.06% | New | 7,410 | $343K |
| Clayton Financial Group LLC | 0.25% | No change | 7,428 | $343K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,400 | $341K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Add +4.8% | 7,355 | $339K |
| RS Crum Inc. | 0.07% | No change | 7,272 | $335K |
| Empower Advisory Group, LLC | 0.00% | Add +11.4% | 7,235 | $334K |
| BOS Asset Management, LLC | 0.09% | Add +1.0% | 7,123 | $329K |
| Goldstein Advisors, LLC | 0.04% | No change | 7,116 | $328K |
| Fiduciary Trust Co | 0.00% | No change | 7,035 | $324K |
| Matisse Capital | 0.15% | No change | 7,000 | $323K |
| Seaside Wealth Management, Inc. | 0.09% | Add +0.4% | 6,938 | $320K |
| Ridgewood Investments LLC | 0.13% | Add +0.3% | 6,926 | $319K |
| SVB Wealth LLC | 0.02% | Add +0.1% | 6,858 | $316K |
| Aptus Capital Advisors, LLC | 0.00% | Add +87.8% | 6,801 | $314K |
| Nalls Sherbakoff Group, LLC | 0.21% | Add +0.2% | 6,774 | $312K |
| Altfest L J & Co. Inc. | 0.03% | Add +12.6% | 6,774 | $312K |
| VERITY Wealth Advisors | 0.20% | No change | 6,771 | $312K |
| Tassel Capital Management, Inc. | 0.20% | No change | 6,760 | $312K |
| Renasant Bank | 0.20% | No change | 6,740 | $311K |
| LJI Wealth Management, LLC | 0.05% | Reduce -83.7% | 6,681 | $308K |
| Bridgewater Advisors Inc. | 0.02% | Add +8.6% | 6,500 | $303K |
| Harvest Investment Services, LLC | 0.06% | Add +2.7% | 6,475 | $299K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 6,443 | $297K |
| Dana Investment Advisors, Inc. | 0.01% | Add +15.8% | 6,381 | $294K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +6.7% | 6,351 | $293K |
| Integras Partners LLC | 0.24% | New | 6,322 | $292K |
| Grant Street Asset Management, Inc. | 0.06% | Add +0.4% | 6,272 | $289K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.1% | 6,233 | $287K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 6,221 | $287K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,210 | $286K |
| Full Sail Capital, LLC | 0.02% | New | 6,207 | $286K |
| Long Island Wealth Management, Inc. | 0.14% | No change | 6,114 | $282K |
| Commerce Bank | 0.00% | Reduce -1.5% | 6,021 | $278K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 6,005 | $277K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -4.6% | 5,955 | $275K |
| Intrua Financial, LLC | 0.03% | No change | 5,945 | $274K |
| Grandfield & Dodd, LLC | 0.02% | No change | 5,856 | $270K |
| Coston, McIsaac & Partners | 0.06% | Add +2.2% | 5,864 | $270K |
| Shufro Rose & Co. LLC | 0.02% | No change | 6,838 | $269K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -42.1% | 5,718 | $264K |
| Bfsg, LLC | 0.03% | Add +84.9% | 5,667 | $261K |
| KDK Private Wealth Management, LLC | 0.26% | No change | 5,641 | $260K |
| Noble Family Wealth, LLC | 0.06% | No change | 5,631 | $260K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -4.0% | 5,623 | $259K |
| Brown Advisory Inc. | 0.00% | No change | 5,620 | $259K |
| FinDec Wealth Services, Inc. | 0.27% | Reduce -28.2% | 5,605 | $258K |
| Heritage Investment Group, Inc. | 0.04% | No change | 5,567 | $257K |
| Westmount Partners, LLC | 0.07% | No change | 5,481 | $254K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -31.1% | 5,471 | $252K |
| Flavin Financial Services, Inc. | 0.18% | New | 5,452 | $251K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 5,431 | $250K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.9% | 5,421 | $250K |
| Ameritas Advisory Services, LLC | 0.02% | Add +310.8% | 5,419 | $250K |
| Balboa Wealth Partners | 0.04% | Add +0.1% | 5,337 | $246K |
| CGN Advisors LLC | 0.02% | No change | 5,321 | $245K |
| Private Trust Co. NA | 0.02% | No change | 5,279 | $243K |
| GM Advisory Group, LLC | 0.01% | New | 5,272 | $243K |
| WNY Asset Management, LLC | 0.02% | Add +2.1% | 5,155 | $238K |
| Avion Wealth | 0.05% | New | 5,140 | $237K |
| Castleview Partners, LLC | 0.13% | New | 5,135 | $237K |
| Caldwell Trust Co | 0.02% | No change | 5,130 | $237K |
| Vishria Bird Financial Group, LLC | 0.05% | New | 5,103 | $235K |
| Granite Bay Wealth Management, LLC | 0.06% | New | 5,073 | $234K |
| Orion Capital Management LLC | 0.08% | Add +8.5% | 5,057 | $233K |
| DBK Financial Counsel, LLC | 0.20% | No change | 5,045 | $233K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -50.3% | 5,024 | $232K |
| Cadence Bank | 0.01% | No change | 4,992 | $230K |
| Leading Edge Financial Planning LLC | 0.06% | No change | 4,966 | $229K |
| Andina Capital Management, LLC | 0.13% | Reduce -1.1% | 4,941 | $228K |
| Jacobi Capital Management LLC | 0.01% | New | 4,774 | $220K |
| GEM Asset Management, LLC | 0.10% | New | 4,755 | $220K |
| Private Management Group Inc. | 0.01% | No change | 4,744 | $219K |
| Austin Wealth Management, LLC | 0.03% | New | 4,750 | $218K |
| Liberty Capital Management, Inc. | 0.04% | No change | 4,731 | $218K |
| Bell Bank | 0.01% | Reduce -15.6% | 4,646 | $214K |
| Clarity Wealth Development LLC | 0.19% | New | 4,507 | $211K |
| Citrine Capital LLC | 0.10% | New | 4,548 | $210K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 4,541 | $209K |
| Roble, Belko & Company, Inc | 0.03% | No change | 4,489 | $207K |
| Canal Capital Management, LLC | 0.03% | Reduce -26.4% | 4,468 | $206K |
| Exit Wealth Advisors, LLC. | 0.14% | — | 4,456 | $206K |
| Websterrogers Financial Advisors, LLC | 0.06% | New | 4,431 | $204K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -17.8% | 4,363 | $201K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -21.3% | 4,292 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.5% | 4,082 | $188K |
| Signaturefd, LLC | 0.00% | Add +5.3% | 4,039 | $186K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 3,768 | $174K |
| McIlrath & Eck, LLC | 0.02% | Add +0.7% | 3,542 | $163K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,329 | $154K |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 3,295 | $152K |
| Concord Wealth Partners | 0.02% | Add +0.2% | 3,239 | $149K |
| True Wealth Design, LLC | 0.04% | Reduce -4.3% | 3,097 | $143K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +6.3% | 3,083 | $142K |
| Reyes Financial Architecture, Inc. | 0.10% | Add +40.3% | 3,063 | $141K |
| TFC Financial Management, Inc. | 0.02% | Add +0.4% | 3,011 | $139K |
| Bokf, NA | 0.00% | Reduce -0.8% | 2,813 | $130K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,760 | $127K |
| Clearstead Advisors, LLC | 0.00% | Reduce -30.1% | 2,543 | $117K |
| Icon Wealth Advisors, LLC | 0.01% | New | 2,465 | $114K |
| Assetmark, Inc. | 0.00% | Reduce -19.2% | 2,437 | $112K |
| C M Bidwell & Associates Ltd. | 0.05% | Add +33.9% | 2,344 | $108K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -4.6% | 2,321 | $107K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,305 | $106K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -22.5% | 2,259 | $104K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $104K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,224 | $103K |
| Measured Wealth Private Client Group, LLC | 0.03% | New | 2,060 | $95K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,963 | $91K |
| Proathlete Wealth Management LLC | 0.03% | Add +0.4% | 1,944 | $90K |
| American Capital Advisory, LLC | 0.04% | Add +103.2% | 1,908 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,849 | $86K |
| Pacific Center for Financial Services | 0.02% | No change | 1,852 | $85K |
| Retirement Wealth Solutions LLC | 0.06% | New | 1,849 | $85K |
| Rialto Wealth Management, LLC | 0.02% | Add +7.0% | 1,723 | $79K |
| Chapman Financial Group, LLC | 0.05% | New | 1,694 | $78K |
| JPL Wealth Management, LLC | 0.02% | New | 1,643 | $76K |
| DecisionPoint Financial, LLC | 0.02% | Add +55.6% | 1,610 | $75K |
| Motco | 0.01% | No change | 1,437 | $66K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,423 | $66K |
| CX Institutional | 0.00% | New | 1,434 | $66K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,335 | $62K |
| First Community Trust NA | 0.05% | No change | 1,314 | $61K |
| Cornerstone Planning Group LLC | 0.01% | Add +72.4% | 805 | $59K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -50.0% | 1,230 | $57K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,168 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,050 | $48K |
| Harbour Investments, Inc. | 0.00% | Add +48.8% | 1,016 | $47K |
| Gables Capital Management Inc. | 0.02% | No change | 1,000 | $46K |
| Bogart Wealth, LLC | 0.00% | New | 989 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +209.8% | 976 | $45K |
| Russell Investments Group, Ltd. | 0.00% | Add +69.2% | 917 | $42K |
| Private Wealth Management Group, LLC | 0.01% | No change | 904 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 891 | $41K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 970 | $34K |
| JNBA Financial Advisors | 0.00% | Add +0.6% | 726 | $33K |
| Redwood Park Advisors LLC | 0.02% | Add +0.4% | 700 | $32K |
| West Financial Advisors, LLC | 0.01% | No change | 666 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 615 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -41.2% | 600 | $28K |
| Key Financial Inc | 0.00% | No change | 576 | $27K |
| Barrett & Company, Inc. | 0.01% | No change | 549 | $25K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 520 | $24K |
| CENTRAL TRUST Co | 0.00% | Reduce -58.3% | 451 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 435 | $20K |
| Bessemer Group Inc. | 0.00% | No change | 420 | $19K |
| Godsey & Gibb, Inc. | 0.00% | No change | 401 | $18K |
| MGB Wealth Management, LLC | 0.01% | Add +93.2% | 400 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 388 | $18K |
| Pineridge Advisors LLC | 0.01% | Add +0.5% | 383 | $18K |
| Providence Capital Advisors, LLC | 0.00% | No change | 374 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.2% | 368 | $17K |
| Hollencrest Capital Management | 0.00% | New | 348 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 313 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 303 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | New | 279 | $13K |
| Operose Advisors LLC | 0.00% | New | 243 | $11K |
| Hara Capital LLC | 0.01% | No change | 200 | $9K |
| Global Wealth Strategies & Associates | 0.00% | New | 193 | $9K |
| Glassman Wealth Services | 0.00% | New | 167 | $8K |
| Archer Investment Corp | 0.00% | No change | 153 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 141 | $7K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 150 | $7K |
| Breakwater Investment Management | 0.00% | No change | 145 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.3% | 145 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 143 | $7K |
| Truvestments Capital LLC | 0.00% | Reduce -49.5% | 102 | $5K |
| Kozak & Associates, Inc. | 0.00% | New | 86 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 74 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 64 | $3K |
| Affinity Wealth LLC | 0.00% | New | 47 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 44 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 21 | $969 |
| Quadrant Capital Group LLC | 0.00% | New | 10 | $464 |
| Manning & Napier Advisors LLC | 0.00% | New | 9 | $415 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 7 | $330 |
| Transce3nd, LLC | 0.00% | Reduce -70.9% | 512 | $0 |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.