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Disclosery

DFAI DIMENSIONAL ETF TRUST

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INTL CORE EQT MK (fund)

578 managers (582 13F filers) reported a position in DFAI shares at 2024-12-31, 217,760,431 shares in all. 32 filers opened a position and 30 filers sold out during the quarter.

Managers
578
13F filers
582
New
32
Added
305
Reduced
120
Sold out
30
Shares held by filers
217,760,431

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RBF Capital, LLC155,000$4.53M0.24%013F-HRTimeline
FMB WEALTH MANAGEMENT154,963$4.52M2.55%-20213F-HRTimeline
United Advisor Group, LLC154,898$4.52M0.89%+37,96413F-HRTimeline
Lionshead Wealth Management, LLC153,826$4.49M3.25%13F-HRTimeline
TOWNSQUARE CAPITAL LLC153,004$4.47M0.05%+69013F-HRTimeline
Avior Wealth Management, LLC151,709$4.43M0.16%+82,59613F-HRTimeline
AdvisorNet Financial, Inc149,909$4.38M0.37%+4,16713F-HRTimeline
Patriot Financial Group Insurance Agenc…148,495$4.34M0.58%+3,23113F-HRTimeline
COWA, LLC147,708$4.31M1.99%-8,57513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147,255$4.3M<0.01%-38,95713F-HRTimelineGroup
Baring Financial LLC147,181$4.3M3.83%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…145,554$4.25M0.71%-8,73313F-HRTimeline
Waverly Advisors, LLC143,986$4.2M0.07%-4,07613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC143,818$4.2M1.87%+2,04513F-HRTimeline
CFS Investment Advisory Services, LLC141,031$4.12M0.37%-3613F-HRTimeline
Lynx Investment Advisory139,527$4.07M2.78%+10,51113F-HRTimeline
Private Wealth Management Group, LLC139,509$4.07M1.56%+75,33313F-HRTimeline
Prodigy Asset Management LLC139,139$4.06M3.47%13F-HRTimeline
ERn Financial, LLC138,362$4.04M0.61%-1,00013F-HRTimeline
180 WEALTH ADVISORS, LLC135,335$3.95M0.62%+7,02613F-HRTimeline
Main Street Financial Solutions, LLC134,687$3.93M0.39%+25613F-HRTimeline
Cordgrass Capital Advisors, LLC134,314$3.92M1.14%+33813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…133,589$3.9M0.13%+102,09413F-HRTimelineGroup
SpringVest Wealth Management LLC130,460$3.81M3.26%13F-HRTimeline
Oceanside Advisors LLC128,194$3.74M2.79%+3,51813F-HRTimeline
SOL Capital Management CO127,865$3.73M0.42%-4,77013F-HRTimeline
Quad-Cities Investment Group, LLC127,652$3.73M1.83%+5,26113F-HRTimeline
Colony Family Offices, LLC127,095$3.71M1.17%+7,82413F-HRTimeline
Werba Rubin Papier Wealth Management125,642$3.67M0.87%+5,41613F-HRTimeline
Sanctuary Wealth Management, L.L.C.125,127$3.65M2.42%+40,89513F-HRTimeline
Mustard Seed Financial, LLC121,734$3.55M2.89%+17,41213F-HRTimeline
Timonier Family Office, LTD.121,589$3.55M1.82%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC121,233$3.55M1.76%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC116,184$3.39M1.18%+2,92713F-HRTimeline
Sollinda Capital Management LLC115,698$3.38M0.93%+4,70713F-HRTimeline
Pinnacle Financial Group, LLC / IL113,575$3.32M1.3%-1,55013F-HRTimeline
FinDec Wealth Services, Inc.113,008$3.3M2.29%-4,58513F-HRTimeline
Heritage Financial Services, LLC112,366$3.28M0.44%+24,32213F-HRTimeline
Orion Porfolio Solutions, LLC111,719$3.26M0.03%+6,87913F-HRTimeline
Orion Portfolio Solutions, LLC111,719$3.26M0.03%+6,87913F-HRTimeline
Sanctuary Advisors, LLC103,954$3.19M0.02%-6813F-HRTimeline
CGN Advisors LLC108,705$3.17M0.31%+23,75813F-HRTimeline
First Financial Group Corp106,427$3.11M3.44%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC105,898$3.09M0.39%+20,89713F-HRTimeline
Edge Financial Advisors LLC105,845$3.09M2.76%+28,27113F-HRTimeline
Versant Capital Management, Inc104,905$3.06M0.66%+13,75913F-HRTimeline
DBK Financial Counsel, LLC104,038$3.04M3.06%+6,07913F-HRTimeline
IFP Advisors, Inc103,611$3.03M0.1%-8,67513F-HRTimeline
U.S. Capital Wealth Advisors, LLC103,168$3.01M0.09%+70213F-HRTimeline
Martin Worley Group102,383$2.99M1.87%13F-HRTimeline
Sterling Financial Group, Inc.102,201$2.98M1.11%-341,58213F-HRTimeline
KEB ASSET MANAGEMENT, LLC101,506$2.96M0.85%+26,21513F-HRTimeline
JPL Wealth Management, LLC99,925$2.92M0.84%13F-HRTimeline
Weinberger Asset Management, Inc99,016$2.89M1.21%+16,23413F-HRTimeline
Woodward Financial Advisors, Inc.97,977$2.86M1.42%-6,64613F-HRTimeline
Signature Resources Capital Management,…97,413$2.84M2.54%-1,80613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.93,400$2.74M0.07%+39,40013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC93,461$2.73M0.41%+44,63313F-HRTimeline
Vantage Point Financial LLC91,054$2.66M1.43%13F-HRTimeline
Florida Trust Wealth Management Co90,872$2.65M0.08%+3,80513F-HRTimeline
Waterfront Wealth Inc.90,166$2.63M0.64%+1,13213F-HRTimeline
LaSalle St. Investment Advisors, LLC90,012$2.63M0.81%+57913F-HRTimeline
PFG Advisors86,158$2.52M0.15%+6,76413F-HRTimeline
Redwood Park Advisors LLC85,978$2.51M2.14%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY85,846$2.51M<0.01%+58,17313F-HR/ATimelineGroup
Capital Investment Advisory Services, L…84,860$2.48M0.24%-32513F-HRTimeline
ENTREWEALTH, LLC77,826$2.46M2.27%13F-HRTimeline
CLG LLC83,196$2.43M0.87%13F-HRTimeline
Shearwater Capital LLC82,971$2.42M1.64%-8913F-HRTimeline
Axis Wealth Partners, LLC80,976$2.36M1.99%13F-HRTimeline
OPTIMA CAPITAL LLC80,718$2.36M1.63%13F-HRTimeline
Ausdal Financial Partners, Inc.80,253$2.34M0.2%-57013F-HRTimeline
CLARIS ADVISORS, LLC / MO /79,742$2.33M0.88%+20,19013F-HRTimeline
CARDIFF PARK ADVISORS, LLC79,407$2.32M0.22%-6113F-HRTimeline
QUARRY HILL ADVISORS, LLC78,653$2.3M1.55%+5,48013F-HRTimeline
Tillman Hartley LLC78,528$2.29M0.66%+56,78513F-HRTimeline
Arizona PSPRS Trust78,500$2.29M0.07%new13F-HR/ATimeline
ROBINSON SMITH WEALTH ADVISORS LLC77,293$2.26M1.91%+8,35013F-HRTimeline
Factor Wealth Management LTD76,424$2.23M0.74%13F-HRTimeline
Daner Wealth Management, LLC72,217$2.22M1.63%13F-HRTimeline
HFG Wealth Management, LLC69,414$2.21M1.43%+1,28913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,431$2.17M0.01%new13F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…71,913$2.1M0.83%+64313F-HRTimeline
Pacific Asset Management, LLC71,703$2.09M1.97%13F-HRTimeline
American Investment Services, Inc.71,556$2.09M0.37%+1,65113F-HR/ATimeline
Cresset Asset Management, LLC70,518$2.06M0.01%-3,22213F-HRTimeline
Cypress Point Wealth Management, LLC69,413$2.03M0.63%+7,80013F-HRTimeline
Newman Dignan & Sheerar, Inc.68,915$2.01M0.52%+2,28413F-HRTimeline
Lodestone Wealth Management LLC68,518$2M1%+59013F-HRTimeline
ALKEME WEALTH, LLC65,984$1.93M0.88%+2,23613F-HRTimeline
Aveo Capital Partners, LLC65,063$1.9M0.21%-2,84513F-HRTimeline
Financial Symmetry Inc64,840$1.89M1.28%-5,45413F-HRTimeline
Mutual Advisors, LLC63,629$1.87M0.05%+6,90113F-HRTimeline
Level Wealth Management LLC64,114$1.87M1.32%13F-HR/ATimeline
Vestment Financial LLC63,268$1.86M1.42%13F-HRTimeline
Rather & Kittrell, Inc.61,020$1.78M0.42%-68313F-HRTimeline
Burton Enright Welch59,137$1.73M0.36%+113F-HRTimeline
Eaton-Cambridge Inc.58,602$1.71M0.76%+4413F-HRTimeline
RETIREMENT GUYS FORMULA LLC57,772$1.69M0.85%-7,80413F-HRTimeline
Avidian Wealth Enterprises, LLC57,372$1.68M0.08%-65613F-HRTimeline
Wealth Advisors Northwest LLC56,788$1.66M1.13%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC56,796$1.66M0.3%-95813F-HRTimeline
Investmark Advisory Group LLC56,650$1.65M0.81%+3,82913F-HRTimeline
Wescott Financial Advisory Group, LLC55,480$1.62M0.17%+12313F-HRTimeline
Rehmann Capital Advisory Group55,204$1.61M0.1%+2,78413F-HRTimeline
Mills Wealth Advisors LLC55,027$1.61M0.91%+17,97313F-HRTimeline
My Personal CFO, LLC54,930$1.6M0.82%+29,58013F-HRTimeline
Strategic Investment Solutions, Inc. /IL44,590$1.59M0.53%-16,76613F-HRTimeline
Financial Engines Advisors L.L.C.54,440$1.59M<0.01%+18,53013F-HRTimeline
Heritage Wealth Management, Inc. /CA/51,971$1.52M1.3%-7,04013F-HRTimeline
Lauterbach Financial Advisors, LLC50,803$1.48M0.9%+5,65613F-HRTimeline
DHJJ Financial Advisors, Ltd.50,054$1.46M0.57%+5,80013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC49,251$1.44M0.71%+13,31513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC49,184$1.44M0.09%-2,56913F-HRTimeline
Arcadia Wealth Management, LLC49,170$1.44M0.73%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC48,930$1.43M0.01%-3,59313F-HRTimelineGroup
Integrity Wealth Solutions LLC48,737$1.42M0.8%+7,13913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.48,196$1.41M0.81%+89013F-HRTimeline
USAdvisors Wealth Management, LLC48,080$1.4M0.46%+1,14413F-HRTimeline
Altiora Financial Group, LLC47,569$1.39M0.3%+9,53213F-HRTimeline
Capstone Wealth Management, LLC46,816$1.37M1.34%13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC45,967$1.34M1.36%13F-HRTimeline
Leading Edge Financial Planning LLC45,513$1.33M0.44%-10,86613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.45,199$1.32M0.88%+1,42113F-HRTimeline
Total Wealth Planning, LLC43,788$1.28M0.2%-213F-HRTimeline
Integrated Advisors Network LLC43,436$1.27M0.06%+3,24513F-HRTimeline
Mraz, Amerine & Associates, Inc.43,432$1.27M0.23%-3,70513F-HR/ATimeline
David Wealth Management LLC42,871$1.25M1.03%13F-HRTimeline
Life Planning Partners, Inc42,788$1.25M1.16%+3,46813F-HR/ATimeline
Samalin Investment Counsel, LLC42,786$1.25M0.54%-5,73113F-HRTimeline
City State Bank42,707$1.25M0.44%+14213F-HRTimeline
LAM GROUP, INC.42,480$1.24M0.88%+20,62513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC40,179$1.17M0.98%-13,46513F-HRTimeline
Marshall Financial Group, LLC40,164$1.17M0.28%-49313F-HRTimeline
Meritas Wealth Management, LLC40,093$1.17M0.7%013F-HRTimeline
SwitchPoint Financial Planning, LLC39,663$1.16M1.11%13F-HRTimeline
Farther Finance Advisors, LLC39,152$1.14M0.04%+1,34213F-HRTimeline
Keel Point, LLC39,123$1.14M0.09%+45913F-HRTimeline
Boyce & Associates Wealth Consulting, I…38,972$1.14M1.15%+3,43713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,864$1.13M0.01%+3,40013F-HRTimeline
Shore Point Advisors, LLC38,557$1.13M0.61%-1,85313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…38,517$1.12M0.17%+2,34913F-HRTimeline
Magnolia Private Wealth, LLC38,299$1.12M1%13F-HRTimeline
Abel Hall, LLC37,301$1.09M0.69%-1,33813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP36,912$1.08M0.02%+2,56713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP36,735$1.07M0.02%-48013F-HR/ATimelineGroup
Ballentine Capital Advisors, Inc36,543$1.07M0.55%013F-HRTimeline
Longview Financial Advisors LLC36,191$1.06M0.71%13F-HRTimeline
Topsail Wealth Management, LLC35,995$1.05M0.22%13F-HRTimeline
R. W. Roge & Company, Inc.35,857$1.05M0.56%-4,72613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,783$1.04M0.02%-9,76813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,267$1.03M<0.01%new13F-HRTimelineGroup
SCRATCH CAPITAL LLC35,120$1.03M1.25%13F-HRTimeline
Saxony Capital Management, LLC34,787$1.02M0.89%-27,08613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC34,393$1M0.75%+59413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,280$1M0.02%+85213F-HRTimelineGroup
PRIVATE TRUST CO NA34,036$994K0.1%+4613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH33,694$984K0.29%+1,25913F-HRTimeline
Invst, LLC33,109$967K0.12%+8,24013F-HRTimeline
Second Half Financial Partners, LLC32,376$945K0.46%+15513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,012$906K0.01%-1,68313F-HRTimelineGroup
Stone Summit Wealth LLC30,990$905K0.3%+1,31613F-HRTimeline
Pillar Financial Advisors, LLC30,884$902K0.69%13F-HRTimeline
Wealthfront Advisers LLC30,023$877K<0.01%+1,51613F-HR/ATimeline
Archer Investment Management, LLC29,987$876K0.54%13F-HRTimeline
Pettinga Financial Advisors LLC29,815$871K0.2%new13F-HRTimeline
Infinity Wealth Counsel, LLC29,620$865K0.92%13F-HRTimeline
HARBOUR INVESTMENTS, INC.29,599$864K0.02%+4,18513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS29,209$853K0.7%+2313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd28,059$819K0.02%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC27,425$801K0.03%+3,28313F-HRTimeline
Greenspring Advisors, LLC26,407$771K0.17%+1,35413F-HRTimeline
Tranquility Partners, LLC25,885$756K0.28%-2,50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,647$749K0.02%-6,56613F-HRTimelineGroup
JFG Wealth Management, LLC25,547$746K0.17%013F-HRTimeline
Mesirow Financial Investment Management…25,530$745K0.01%+1,30013F-HRTimeline
Heritage Investment Group, Inc.25,371$741K0.14%new13F-HRTimeline
WMS Partners, LLC25,023$731K0.04%+5,55513F-HRTimeline
Sterling Wealth Management, Inc.24,992$730K0.27%+1513F-HRTimeline
IFG Advisory, LLC24,863$726K0.04%-1,42513F-HRTimeline
BARRETT & COMPANY, INC.24,831$725K0.31%+813F-HRTimeline
Beverly Hills Private Wealth, LLC24,775$723K0.15%-9,51313F-HRTimeline
Coyle Financial Counsel LLC24,667$720K0.23%new13F-HRTimeline
VSM Wealth Advisory, LLC24,562$717K0.26%13F-HRTimeline
Squire Investment Management Company, L…24,540$717K0.32%+4,89413F-HRTimeline
Graves Light Lenhart Wealth, Inc.24,446$714K0.09%+13,20413F-HRTimeline
MGO ONE SEVEN LLC24,393$712K0.03%+84713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,337$711K0.04%new13F-HR/ATimelineGroup
WMG Financial Advisors, LLC24,270$709K0.31%-16113F-HRTimeline
Eldridge Investment Advisors, Inc.24,226$707K0.16%-1,62713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC23,431$684K0.51%13F-HRTimeline
Bryant Woods Investment Advisors, LLC23,396$683K0.33%+1,29713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,343$682K0.03%-5,76613F-HRTimelineGroup
Strategent Financial, LLC23,039$673K0.67%13F-HRTimeline
Francis Financial, Inc.22,804$666K0.17%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,753$664K0.02%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO22,661$662K0.02%-50013F-HRTimeline
Capstone Financial Advisors, Inc.22,354$653K0.04%+2,74713F-HRTimeline
Breakwater Capital Group21,976$642K0.13%+4,61413F-HRTimeline
Porter White Investment Advisors, Inc.21,671$633K0.32%-1,56413F-HRTimeline