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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
Lakeridge Wealth Management LLC21,557$629K0.33%-11,74713F-HRTimeline
Darrow Company, Inc.21,406$625K0.36%013F-HRTimeline
Acorn Wealth Advisors, LLC21,095$616K0.25%-7,23913F-HRTimeline
Kaufman Rossin Wealth, LLC21,052$615K0.63%13F-HRTimeline
Compass Financial Group, INC/SD20,948$612K0.12%+1,37213F-HRTimeline
DiNuzzo Private Wealth, Inc.20,778$607K0.08%+1,03113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…20,760$606K0.18%+8,16513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC20,621$602K0.17%-413F-HRTimeline
TABLEAUX LLC20,479$598K0.49%13F-HRTimeline
Cascade Wealth Advisors, Inc20,284$592K0.4%-3,47013F-HRTimeline
Cambridge Financial Group, LLC19,902$581K0.25%+12,97413F-HRTimeline
Financial Synergies Wealth Advisors, In…19,751$577K0.07%+15413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,146$559K<0.01%+12,80513F-HRTimelineGroup
Roundview Capital LLC19,036$556K0.04%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC18,843$550K0.05%+1,60213F-HRTimeline
Faithward Advisors, LLC18,645$544K0.09%+28413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18,554$542K0.13%+3,52913F-HRTimeline
Wilmington Savings Fund Society, FSB18,254$533K0.01%new13F-HRTimeline
Balanced Rock Investment Advisors LLC18,190$531K0.42%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,939$524K0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC17,899$523K<0.01%-2,33313F-HRTimelineGroup
Tassel Capital Management, Inc.17,873$522K0.46%13F-HRTimeline
Longview Financial Advisors, Inc.17,848$521K0.41%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC17,737$518K0.02%+52613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Foundation Wealth Management, LLC\PA17,703$517K0.25%13F-HRTimeline
Crescent Grove Advisors, LLC16,700$488K0.05%new13F-HRTimeline
Pinnacle Family Advisors, LLC16,676$487K0.24%+18113F-HRTimeline
Bordeaux Wealth Advisors LLC16,571$484K0.08%+12913F-HR/ATimeline
Passive Capital Management, LLC.16,404$479K0.17%+1,94513F-HRTimeline
HRT FINANCIAL LP16,287$475K<0.01%new13F-HRTimeline
Michael A. Dubis Financial Planning, LLC16,221$474K0.46%13F-HRTimeline
Krilogy Financial LLC16,130$471K0.03%013F-HRTimeline
GTS SECURITIES LLC16,082$470K0.02%+3,45413F-HRTimeline
Gemmer Asset Management LLC16,052$469K0.05%+6,67513F-HRTimeline
Emprise Bank15,948$466K0.26%-81913F-HRTimeline
Gradient Capital Advisors, LLC15,883$464K0.15%-20913F-HRTimeline
COMERICA BANK15,797$461K<0.01%+4,57513F-HR/ATimeline
Valeo Financial Advisors, LLC15,514$453K0.01%-28413F-HRTimeline
Seed Wealth Management, Inc.15,450$451K0.36%013F-HRTimeline
Live Oak Private Wealth LLC15,422$450K0.08%new13F-HRTimeline
MONTAG A & ASSOCIATES INC15,400$450K0.02%-64813F-HRTimeline
BOS Asset Management, LLC15,204$444K0.16%-71713F-HRTimeline
AssuredPartners Investment Advisors, LLC15,122$442K0.09%13F-HRTimeline
ACORN CREEK CAPITAL LLC15,061$440K0.23%+1,65313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,609$427K0.09%+1,72413F-HRTimeline
Ruedi Wealth Management, Inc.14,543$425K0.13%+16413F-HRTimeline
JDH Wealth Management, LLC14,537$424K0.37%13F-HRTimeline
Five Oceans Advisors14,091$411K0.19%+4513F-HRTimeline
Seneschal Advisors, LLC14,040$410K0.34%13F-HRTimeline
Safeguard Financial, LLC14,011$409K0.09%+5,57313F-HRTimeline
RCS Financial Planning, LLC13,943$407K0.22%-3,54313F-HRTimeline
BCU Wealth Advisors, LLC13,733$401K0.23%-101,45213F-HRTimeline
Stewardship Advisors, LLC13,557$396K0.11%+2,05313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC13,413$392K0.17%+5,52213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD13,315$389K0.24%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC12,877$376K0.12%-87213F-HRTimeline
Sensible Financial Planning & Managemen…12,682$370K0.08%013F-HRTimeline
Forthright Family Wealth Advisory LLC12,381$362K0.23%+37313F-HRTimeline
Well Done, LLC11,192$356K0.07%013F-HRTimeline
Ariadne Wealth Management, LP11,525$355K0.16%+4,15713F-HRTimeline
Vawter Financial, Ltd.11,915$348K0.21%-1,44713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners11,830$345K0.06%+1,35413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,784$344K0.03%+1,39313F-HRTimeline
Sprinkle Financial Consultants LLC11,743$343K0.23%+14513F-HRTimeline
Cypress Wealth Services, LLC11,598$339K0.07%+3013F-HRTimeline
PCA Investment Advisory Services Inc.11,557$337K0.16%-2,75513F-HRTimeline
Core Wealth Management, Inc.11,553$337K0.13%new13F-HRTimeline
Harbour Capital Advisors, LLC11,411$334K0.07%013F-HRTimeline
Montis Financial, LLC11,273$329K0.1%+70413F-HRTimeline
Financial Harvest, LLC11,242$328K0.28%13F-HRTimeline
Narus Financial Partners, LLC11,225$328K0.11%-5,37513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,222$328K0.02%-1,35613F-HRTimelineGroup
Eastover Investment Advisors LLC11,045$323K0.15%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC11,029$322K0.41%+49713F-HRTimeline
Beacon Financial Advisory LLC10,910$319K0.1%+1,00913F-HRTimeline
Compound Planning, Inc.10,718$313K0.02%+43513F-HRTimeline
BURNEY CO/10,485$306K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,427$304K<0.01%+2,68413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,409$304K0.13%013F-HRTimeline
NewEdge Wealth, LLC10,257$300K0.01%new13F-HRTimeline
Family Office Research LLC10,055$294K0.13%13F-HRTimeline
RS CRUM INC.9,994$292K0.07%-10913F-HRTimeline
Rialto Wealth Management, LLC9,879$288K0.1%13F-HRTimeline
BLACK POINT WEALTH MANAGEMENT9,676$283K0.33%+4113F-HRTimeline
Cherry Tree Wealth Management, LLC9,414$275K0.07%+22913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,256$270K0.12%+1,21613F-HRTimeline
Beacon Financial Strategies CORP9,211$269K0.18%+213F-HRTimeline
REDMONT WEALTH ADVISORS LLC9,208$269K0.46%013F-HRTimeline
Optivise Advisory Services LLC9,185$268K0.14%013F-HRTimeline
Wealth Architects, LLC9,063$265K0.03%+11913F-HRTimeline
FineMark National Bank & Trust9,045$264K0.01%+20013F-HRTimeline
TCV Trust & Wealth Management, Inc.9,030$264K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.8,694$254K0.02%013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC8,626$253K0.2%+1,15313F-HRTimeline
Ethos Financial Group, LLC8,437$246K0.03%+66113F-HRTimeline
Canvas Wealth Advisors, LLC8,435$246K0.06%new13F-HRTimeline
K2 Financial Inc.8,515$246K0.24%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,405$245K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,395$245K<0.01%+1,94713F-HRTimelineGroup
Quadcap Wealth Management, LLC8,370$244K0.04%+1,36913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.8,197$239K0.13%-58713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,128$237K0.02%013F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC8,102$237K0.05%+6113F-HRTimeline
Warwick Investment Management, Inc.8,070$236K0.05%new13F-HRTimeline
Private Advisory Group LLC7,983$233K0.03%new13F-HR/ATimeline
HB Wealth Management, LLC7,925$231K<0.01%-39413F-HRTimeline
Bleakley Financial Group, LLC7,924$231K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,812$228K<0.01%-6,39013F-HRTimelineGroup
Smithfield Trust Co7,700$224K0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP7,360$215K<0.01%new13F-HRTimeline
Berger Financial Group, Inc7,295$213K0.01%new13F-HRTimeline
Orcam Financial Group7,262$212K0.21%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,200$210K0.02%013F-HRTimeline
Disciplined Investors, L.L.C.7,250$209K0.2%13F-HRTimeline
Hill Investment Group Partners, LLC7,030$205K0.03%+14313F-HRTimeline
NorthCoast Asset Management LLC6,986$204K<0.01%new13F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,928$202K0.01%-4,66313F-HRTimelineGroup
VESTOR CAPITAL, LLC6,788$198K0.02%013F-HRTimeline
Parkworth Wealth Management, Inc.5,982$175K0.15%13F-HRTimeline
Asset Dedication, LLC5,268$154K0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC5,024$147K0.05%013F-HRTimeline
Fort Vancouver Investment Management, L…4,996$146K0.12%013F-HRTimeline
PINNEY & SCOFIELD, INC.4,088$119K0.09%13F-HRTimeline
Parallel Advisors, LLC3,957$116K<0.01%+26513F-HRTimeline
Kings Path Partners LLC3,453$101K0.04%+9613F-HRTimeline
Blue Trust, Inc.3,372$98.5K<0.01%+6613F-HR/ATimeline
Steward Partners Investment Advisory, L…3,272$95.5K<0.01%-1713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,074$89.8K0.01%+2413F-HRTimeline
Global Retirement Partners, LLC2,828$82.6K<0.01%+25113F-HRTimeline
TD Waterhouse Canada Inc.2,798$81.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC2,773$80.9K0.06%-2,84813F-HRTimeline
Fairscale Capital, LLC2,700$78.8K0.07%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,656$77.6K0.02%+1,71913F-HRTimeline
Smartleaf Asset Management LLC2,608$76.1K0.01%+30813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,417$70.6K0.01%013F-HRTimelineGroup
10Elms LLP2,350$68.6K0.07%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,323$67.8K0.01%+1213F-HRTimeline
GPS Wealth Strategies Group, LLC2,149$62.8K0.01%+18513F-HRTimeline
Coppell Advisory Solutions LLC2,137$62.4K0.01%013F-HRTimeline
Providence First Trust Co2,100$61.3K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,900$55.5K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,857$54.2K0.02%13F-HRTimeline
Wood Tarver Financial Group, LLC1,818$53K0.02%13F-HRTimeline
Parkside Financial Bank & Trust1,481$43.2K0.01%+1213F-HRTimeline
JNBA Financial Advisors1,376$40.2K<0.01%-7213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,361$40K0.02%+1013F-HRTimeline
CWM, LLCin group CWM, LLC1,213$35K<0.01%-75413F-HRTimelineGroup
Global Trust Asset Management, LLC925$27K0.01%-65013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…872$25.5K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.823$24K0.01%13F-HRTimeline
Olistico Wealth, LLC795$23.2K0.01%-3113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC730$21.3K0.02%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.662$19.3K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC656$19.2K0.02%13F-HRTimeline
HOWE & RUSLING INC598$17.5K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.528$15.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…410$12K<0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.386$11K0.01%013F-HRTimeline
Biltmore Family Office, LLC340$9.93K<0.01%013F-HRTimeline
Orion Capital Management LLC257$7.51K<0.01%new13F-HRTimeline
Creative Capital Management Investments…249$7.27K<0.01%-7413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC231$7K<0.01%new13F-HRTimelineGroup
PrairieView Partners, LLC206$6K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC200$6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC173$5.04K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…158$4.61K<0.01%-33113F-HRTimelineGroup
Spurstone Advisory Services, LLC134$3.91K0.07%13F-HRTimeline
Accredited Wealth Management, LLC85$2.48K<0.01%13F-HRTimeline
Nemes Rush Group LLC80$2.32K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC45$1.31K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC31$903<0.01%013F-HRTimeline
NorthRock Partners, LLC17$496<0.01%new13F-HR/ATimeline
West Financial Advisors, LLC9$263<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$1020.01%-3,32613F-HRTimeline
FMR LLCin group FMR LLC3$88<0.01%-1213F-HRTimelineGroup
Sound Income Strategies, LLC1$29<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$3<0.01%new13F-HR/ATimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.