Skip to content
Disclosery

DFAI DIMENSIONAL ETF TRUST

Follow

INTL CORE EQT MK (fund)

604 managers (609 13F filers) reported a position in DFAI shares at 2025-03-31, 222,282,236 shares in all. 42 filers opened a position and 20 filers sold out during the quarter.

Managers
604
13F filers
609
New
42
Added
315
Reduced
172
Sold out
20
Shares held by filers
222,282,236

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Beverly Hills Private Wealth, LLC24,775$774K0.15%013F-HRTimeline
Archer Investment Management, LLC24,652$770K0.53%-5,33513F-HRTimeline
Strategent Financial, LLC24,004$750K0.68%+96513F-HRTimeline
WMG Financial Advisors, LLC23,997$749K0.32%-27313F-HRTimeline
Bryant Woods Investment Advisors, LLC23,911$747K0.36%+51513F-HRTimeline
VSM Wealth Advisory, LLC23,813$744K0.27%-74913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC23,452$732K0.51%+2113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,343$729K0.03%013F-HRTimelineGroup
Compass Financial Group, INC/SD23,317$728K0.14%+2,36913F-HRTimeline
Eldridge Investment Advisors, Inc.23,196$724K0.17%-1,03013F-HRTimeline
Francis Financial, Inc.22,804$712K0.17%013F-HRTimeline
STOCK YARDS BANK & TRUST CO22,661$708K0.03%013F-HRTimeline
Porter White Investment Advisors, Inc.22,524$703K0.35%+85313F-HRTimeline
Galvin, Gaustad & Stein, LLC21,894$684K0.06%+3,05113F-HRTimeline
Kaufman Rossin Wealth, LLC21,407$669K0.48%+35513F-HRTimeline
Darrow Company, Inc.21,406$669K0.37%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…21,398$668K0.2%+63813F-HRTimeline
First PREMIER Bank21,358$667K0.17%new13F-HRTimeline
XY Planning Network, Inc.21,048$657K0.44%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC21,006$656K0.18%+38513F-HRTimeline
Acorn Wealth Advisors, LLC20,918$653K0.27%-17713F-HRTimeline
DiNuzzo Private Wealth, Inc.20,906$653K0.08%+12813F-HRTimeline
Cambridge Financial Group, LLC20,714$650K0.28%+81213F-HRTimeline
Financial Synergies Wealth Advisors, In…20,063$627K0.08%+31213F-HRTimeline
Roundview Capital LLC19,782$618K0.04%+74613F-HRTimeline
Balanced Rock Investment Advisors LLC19,635$613K0.49%+1,44513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,150$598K0.01%-3,60313F-HRTimelineGroup
Lakeridge Wealth Management LLC19,040$595K0.3%-2,51713F-HRTimeline
Integrity Investment Advisors, LLC19,017$594K0.54%13F-HRTimeline
SYNOVUS FINANCIAL CORP19,002$593K0.01%+11,64213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18,890$590K0.13%+33613F-HRTimeline
Seneschal Advisors, LLC18,792$587K0.5%+4,75213F-HRTimeline
Capstone Financial Advisors, Inc.18,791$587K0.04%-3,56313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,462$577K0.02%+72513F-HRTimeline
JFG Wealth Management, LLC17,854$558K0.13%-7,69313F-HRTimeline
Foundation Wealth Management, LLC\PA17,646$551K0.26%-5713F-HRTimeline
Baker Ellis Asset Management LLC17,598$550K0.08%new13F-HRTimeline
Valeo Financial Advisors, LLC17,588$549K0.02%+2,07413F-HRTimeline
Faithward Advisors, LLC17,486$546K0.1%-1,15913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,266$539K<0.01%-63313F-HRTimelineGroup
Pinnacle Family Advisors, LLC17,264$539K0.29%+58813F-HRTimeline
Tassel Capital Management, Inc.17,155$536K0.47%-71813F-HRTimeline
Crescent Grove Advisors, LLC16,700$522K0.05%013F-HRTimeline
Bordeaux Wealth Advisors LLC16,571$518K0.1%013F-HRTimeline
Longview Financial Advisors, Inc.16,545$517K0.44%-1,30313F-HRTimeline
Rialto Wealth Management, LLC16,508$516K0.16%+6,62913F-HRTimeline
Passive Capital Management, LLC.16,420$513K0.16%+1613F-HRTimeline
Michael A. Dubis Financial Planning, LLC16,237$507K0.49%+1613F-HRTimeline
Krilogy Financial LLC16,130$504K0.03%013F-HRTimeline
Gemmer Asset Management LLC16,076$502K0.05%+2413F-HRTimeline
RCS Financial Planning, LLC16,069$502K0.26%+2,12613F-HRTimeline
BOS Asset Management, LLC15,981$499K0.17%+77713F-HRTimeline
Gradient Capital Advisors, LLC15,883$496K0.16%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.15,636$488K0.2%+6,38013F-HRTimeline
EARNED WEALTH ADVISORS, LLC15,611$488K0.11%+2,73413F-HRTimeline
Seed Wealth Management, Inc.15,450$483K0.39%013F-HRTimeline
MONTAG A & ASSOCIATES INC15,400$481K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners15,295$478K0.08%+3,46513F-HRTimelineGroup
Cascade Wealth Advisors, Inc15,382$475K0.33%-4,90213F-HRTimeline
AssuredPartners Investment Advisors, LLC15,169$474K0.09%+4713F-HRTimeline
Stewardship Advisors, LLC15,157$473K0.13%+1,60013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,891$465K0.1%+28213F-HRTimeline
JDH Wealth Management, LLC14,537$454K0.39%013F-HRTimeline
Cardinal Point Capital Management ULC14,523$454K0.04%new13F-HRTimeline
TABLEAUX LLC14,433$451K0.33%-6,04613F-HRTimeline
PCA Investment Advisory Services Inc.14,335$448K0.24%+2,77813F-HRTimeline
Ruedi Wealth Management, Inc.14,301$447K0.14%-24213F-HRTimeline
Trek Financial, LLC14,289$446K0.03%new13F-HRTimeline
Five Oceans Advisors14,111$441K0.21%+2013F-HRTimeline
ACORN CREEK CAPITAL LLC13,923$435K0.22%-1,13813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,677$431K0.04%+1,89313F-HR/ATimeline
Balance Wealth Partners LLC13,548$423K0.27%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,540$423K0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC13,454$420K0.18%+4113F-HRTimeline
Emprise Bank13,354$417K0.22%-2,59413F-HRTimeline
COMERICA BANK13,209$413K<0.01%-2,58813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD13,163$411K0.25%-15213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,939$404K0.01%-5,00013F-HRTimelineGroup
Parkworth Wealth Management, Inc.12,795$400K0.32%+6,81313F-HRTimeline
Sensible Financial Planning & Managemen…12,682$396K0.08%013F-HRTimeline
Forthright Family Wealth Advisory LLC12,381$387K0.26%013F-HRTimeline
Wealth Architects, LLC12,250$383K0.04%+3,18713F-HR/ATimeline
Ariadne Wealth Management, LP11,528$379K0.2%+313F-HRTimeline
True Link Financial Advisors, LLC12,000$375K0.03%new13F-HRTimeline
Montis Financial, LLC11,983$374K0.11%+71013F-HRTimeline
Sprinkle Financial Consultants LLC11,488$359K0.23%-25513F-HRTimeline
Cypress Wealth Services, LLC11,423$357K0.07%-17513F-HRTimeline
Cherry Tree Wealth Management, LLC11,414$356K0.09%+2,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,287$352K<0.01%new13F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,222$350K0.02%013F-HRTimelineGroup
Narus Financial Partners, LLC11,197$350K0.12%-2813F-HRTimeline
Eastover Investment Advisors LLC11,079$346K0.17%+3413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,017$344K<0.01%+59013F-HRTimeline
Core Wealth Management, Inc.10,730$335K0.13%-82313F-HRTimeline
Washington Trust Advisors, Inc.10,725$335K0.03%+2,03113F-HRTimeline
Compound Planning, Inc.10,722$335K0.02%+413F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC10,711$334K0.31%+2,08513F-HRTimeline
BURNEY CO/10,485$327K0.01%013F-HRTimeline
Well Done, LLC11,192$327K0.06%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC10,275$321K0.43%-75413F-HRTimeline
FineMark National Bank & Trust10,151$317K0.01%+1,10613F-HRTimeline
AlphaCore Capital LLC10,115$316K0.03%new13F-HRTimeline
Vawter Financial, Ltd.9,643$301K0.17%-2,27213F-HRTimeline
Canvas Wealth Advisors, LLC9,345$295K0.08%+91013F-HRTimeline
RS CRUM INC.9,292$290K0.08%-70213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,231$288K0.01%new13F-HRTimeline
Beacon Financial Strategies CORP9,211$288K0.19%013F-HRTimeline
Optivise Advisory Services LLC9,185$287K0.16%013F-HRTimeline
TCV Trust & Wealth Management, Inc.9,030$282K0.03%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,880$277K0.04%new13F-HRTimeline
KM Capital Management Ltd.8,700$272K0.15%new13F-HRTimeline
K2 Financial Inc.8,725$270K0.27%+21013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,556$267K0.01%-21,04313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.8,505$266K0.14%+30813F-HRTimeline
BluePointe Capital Management, LLC8,442$264K0.1%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,405$262K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.8,337$260K<0.01%+6,43713F-HRTimeline
Harbour Capital Advisors, LLC8,339$256K0.06%-3,07213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,128$254K0.02%013F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC8,127$254K0.06%+2513F-HRTimeline
Warwick Investment Management, Inc.8,089$253K0.05%+1913F-HRTimeline
Ethos Financial Group, LLC8,437$246K0.02%013F-HRTimeline
NewEdge Wealth, LLC7,820$244K<0.01%-2,43713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,776$243K<0.01%-3613F-HRTimelineGroup
Smithfield Trust Co7,700$240K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,500$234K<0.01%-89513F-HRTimelineGroup
Orcam Financial Group7,262$227K0.21%013F-HRTimeline
Disciplined Investors, L.L.C.7,250$226K0.2%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC7,205$225K0.2%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,200$225K0.02%013F-HRTimeline
Beacon Financial Advisory LLC7,178$224K0.07%-3,73213F-HRTimeline
Savvy Advisors, Inc.7,034$220K0.02%new13F-HRTimeline
NorthCoast Asset Management LLC6,995$218K<0.01%+913F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,941$217K0.01%+1313F-HRTimelineGroup
Freedom Financial Partners LLC6,820$213K0.1%new13F-HRTimeline
VESTOR CAPITAL, LLC6,788$212K0.02%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.6,764$211K0.06%new13F-HRTimeline
Bay Capital Advisors, LLC6,688$209K0.17%new13F-HRTimeline
Financial Advocates Investment Manageme…7,966$209K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC6,652$208K0.16%+3,87913F-HRTimeline
Hill Investment Group Partners, LLC6,604$206K0.03%-42613F-HRTimeline
HANOVER ADVISORS INC6,589$206K0.09%new13F-HRTimeline
L.K. Benson & Company, P.C.6,491$203K0.14%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,483$202K0.13%new13F-HRTimeline
SITTNER & NELSON, LLC5,027$157K0.07%new13F-HRTimeline
Orion Capital Management LLC5,018$157K0.07%+4,76113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,774$149K<0.01%-14,37213F-HRTimelineGroup
Qube Research & Technologies Ltd4,610$144K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.4,422$138K0.1%+33413F-HRTimeline
Asset Dedication, LLC3,955$124K0.01%-1,31313F-HRTimeline
Parallel Advisors, LLC3,692$115K<0.01%-26513F-HRTimeline
Kings Path Partners LLC3,453$108K0.05%013F-HRTimeline
Nalls Sherbakoff Group, LLC3,376$105K0.09%13F-HRTimeline
Blue Trust, Inc.3,372$105K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,327$104K<0.01%+5513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,215$100K<0.01%+2,98413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,084$96.3K0.01%+1013F-HRTimeline
LANARK FINANCIAL, INC.2,849$88K0.01%+2,84613F-HRTimeline
TD Waterhouse Canada Inc.2,798$87.5K<0.01%013F-HRTimeline
Fairscale Capital, LLC2,700$84.3K0.08%013F-HRTimeline
Smartleaf Asset Management LLC2,608$82.2K0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…2,626$82K0.06%-2,37013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,417$75.5K0.01%013F-HRTimelineGroup
10Elms LLP2,350$73.4K0.07%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,285$71.4K0.01%-3813F-HRTimeline
GPS Wealth Strategies Group, LLC2,175$67.9K0.01%+2613F-HRTimeline
Synergy Investment Management, LLC1,857$58K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC1,818$56.8K0.02%013F-HRTimeline
Rossby Financial, LCC1,747$56.1K0.02%new13F-HRTimeline
Wealth Preservation Advisors, LLC1,759$54.9K0.04%13F-HRTimeline
Parkside Financial Bank & Trust1,486$46.4K0.01%+513F-HRTimeline
JNBA Financial Advisors1,380$43.1K<0.01%+413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,366$43K0.02%+513F-HRTimeline
Smallwood Wealth Investment Management,…1,120$35K0.02%new13F-HRTimeline
Private Wealth Asset Management, LLC921$28.8K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…872$27.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC845$26K<0.01%-36813F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.823$25.7K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…740$23.1K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC730$22.8K0.02%013F-HRTimeline
Olistico Wealth, LLC697$21.8K0.01%-9813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.662$20.7K<0.01%013F-HRTimeline
HOWE & RUSLING INC598$18.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.528$16.5K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC450$14.1K0.01%-47513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…410$12.8K<0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.386$12K0.01%013F-HRTimeline
Biltmore Family Office, LLC340$10.6K<0.01%013F-HRTimeline
Creative Capital Management Investments…249$7.78K<0.01%013F-HRTimeline
PrairieView Partners, LLC206$6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC173$5.4K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC134$4.18K0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…128$4K<0.01%-3013F-HRTimelineGroup
Accredited Wealth Management, LLC85$2.65K<0.01%013F-HRTimeline
Nemes Rush Group LLC80$2.49K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC79$2.47K<0.01%+7613F-HRTimelineGroup
SIGNATUREFD, LLC45$1.41K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC32$999<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC31$965<0.01%013F-HRTimeline
West Financial Advisors, LLC9$282<0.01%013F-HRTimeline