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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
Essential Planning, LLC.32,285,828$979M6.38%+31,776,65613F-HRTimeline
SYM FINANCIAL Corp6,648,541$194M25.1%+343,87513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,995,190$175M0.02%-43,60513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,986,336$175M0.06%+2,218,49413F-HRTimelineGroup
Cable Hill Partners, LLC5,575,354$163M16.41%+139,42913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,195,265$123M0.2%-11,32813F-HRTimelineGroup
&PARTNERS4,126,118$122M1.46%+1,460,74513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,927,653$115M0.02%-390,75613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,636,907$106M0.02%+186,14713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC3,600,812$105M14.86%+65,10813F-HRTimeline
UBS Group AGin group UBS Group AG3,164,458$92.4M0.02%+426,74513F-HRTimelineGroup
Root Financial Partners, LLC3,120,221$91.1M11.3%+694,74913F-HRTimeline
Pure Financial Advisors, LLC2,981,741$87.1M1.98%+213,51113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,734,347$79.8M+468,643Timeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding2,533,629$74M+717,506Timeline
OneDigital Investment Advisors LLC2,528,496$73.8M0.86%+101,30213F-HRTimeline
Clearstead Advisors, LLC2,517,712$73.5M1.12%+155,97413F-HRTimeline
Mariner, LLCin group Mariner, LLC2,436,602$71.1M0.12%+159,93813F-HRTimelineGroup
Marquette Asset Management, LLC2,142,363$62.6M10.21%+97,35613F-HRTimeline
Wealthspire Advisors, LLC2,136,108$62.4M0.62%+319,49713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,133,995$62.3M+313,186Timeline
LVZ, Inc.1,940,769$56.7M7.27%+52,07513F-HRTimeline
RVW Wealth, LLC1,857,233$54.2M5.06%+31,19013F-HRTimeline
EVOKE WEALTH, LLC1,842,807$53.8M1.5%+67,28713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,675,028$48.9M0.09%+171,89013F-HR/ATimeline
WNY Asset Management, LLC1,638,621$47.8M5.93%+25,33513F-HRTimeline
Sequoia Financial Advisors, LLC1,604,855$46.9M0.45%+96,95313F-HR/ATimeline
RAM Investment Partners, LLC1,569,033$45.8M11.26%+93,60813F-HRTimeline
Zhang Financial LLC1,567,205$45.8M2.62%+81,18713F-HRTimeline
Financial Management Professionals, Inc.1,511,904$44.1M5.58%+96,54613F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,452,180$42.4M8.47%+30,85813F-HRTimeline
Bedel Financial Consulting, Inc.1,312,892$40.3M5.6%+88,04413F-HRTimeline
Spinnaker Investment Group, LLC1,344,255$39.3M9.47%+30,63713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,332,957$38.9M0.06%+271,93413F-HRTimeline
Great Point Wealth Advisors, LLC1,321,902$38.6M8.44%+78,17413F-HRTimeline
EP Wealth Advisors, LLC1,299,556$37.9M0.31%-911,54913F-HRTimeline
Aquire Wealth Advisors, LLC1,299,227$37.9M11.75%+97,11013F-HRTimeline
McIlrath & Eck, LLC1,252,311$36.6M4.66%-130,71113F-HRTimeline
Betterment LLC1,226,803$35.8M0.09%+159,13113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,173,086$34.3M0.01%13F-HR/ATimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding1,150,936$33.6M+69,943Timeline
Wealth Dimensions Group, Ltd.1,134,008$33.1M8.11%+62,40713F-HRTimeline
BRIGHTON JONES LLC1,073,196$31.3M0.91%+188,08413F-HR/ATimeline
JFS WEALTH ADVISORS, LLC1,032,249$30.1M2.06%+25,93913F-HRTimeline
Willow Creek Wealth Management Inc.997,902$29.1M2.97%+237,09813F-HRTimeline
Arista Wealth Management, LLC996,565$29.1M6.98%+14,22113F-HRTimeline
MATHER GROUP, LLC.992,877$29M0.38%+6,80213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP929,983$27.2M0.65%-40,52713F-HRTimeline
Chico Wealth RIA904,474$26.4M23.09%+45,88913F-HRTimeline
LRI Investments, LLC895,035$26.1M2.52%+45,08513F-HRTimeline
MAI Capital Management872,118$25.5M0.19%+55,65213F-HRTimeline
Aptus Capital Advisors, LLC782,425$22.8M0.27%+21,02613F-HRTimeline
LPL Financial LLC759,704$22.2M0.01%+8,03113F-HRTimeline
Stadion Money Management, LLC755,727$22.1M1.73%+13,97413F-HRTimeline
SAX WEALTH ADVISORS, LLC750,634$21.9M1.72%+9,66913F-HRTimeline
Annandale Capital, LLC742,385$21.7M4.29%+50,44513F-HRTimeline
Perigon Wealth Management, LLC727,018$21.4M0.53%+10,03613F-HRTimeline
Physician Wealth Advisors, Inc.726,789$21.2M3.59%+71,61213F-HRTimeline
Creative Planningin group Creative Planning724,573$21.2M0.02%-11,84613F-HRTimelineGroup
Monument Group Wealth Advisors, LLC718,102$21M14.84%-119,79413F-HRTimeline
PBMares Wealth Management LLC712,641$20.8M4.25%-139,47413F-HRTimeline
SC&H Financial Advisors, Inc.709,912$20.7M4.28%+68,15413F-HRTimeline
MML INVESTORS SERVICES, LLC702,051$20.5M0.07%+31,86013F-HRTimeline
Rappaport Reiches Capital Management, L…692,534$20.2M5.22%+64,37113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…677,990$19.8M11.67%+1,77213F-HRTimeline
DecisionPoint Financial, LLC669,871$19.6M5.98%+23,71813F-HRTimeline
Stonehearth Capital Management, LLC665,024$19.4M7.79%+30,47013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV660,581$19.3M0.05%+280,77813F-HRTimeline
Valued Wealth Advisors LLC658,235$19.2M12.04%+44,38513F-HRTimeline
NewEdge Advisors, LLC655,328$19.1M0.11%-96,85013F-HRTimeline
Advisory Alpha, LLC653,176$19.1M0.68%+52,32813F-HRTimeline
BROGAN FINANCIAL, INC.631,859$18.5M9.04%+42,53513F-HRTimeline
Bridgewater Advisors Inc.627,252$18.2M1.9%+539,27513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS618,081$18M0.05%-18,53213F-HRTimeline
Dynamic Advisor Solutions LLC615,246$18M0.78%+27,88013F-HRTimeline
Larson Financial Group LLC608,258$17.8M0.92%-92,18513F-HRTimeline
GeoWealth Management, LLC607,732$17.7M0.58%-110,51713F-HRTimeline
AE Wealth Management LLC607,071$17.7M0.15%+72,63813F-HRTimeline
BWM Planning, LLC605,449$17.7M7.69%-13,77513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC608,073$17.6M3.86%+22,58713F-HRTimeline
Private Advisor Group, LLC600,102$17.5M0.1%+203,89513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …595,335$17.2M1.34%+14,41313F-HRTimelineGroup
Pallas Capital Advisors LLC589,125$17.2M0.74%+4,85213F-HRTimeline
Quantum Financial Advisors, LLC583,648$17M2.6%+81,04613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.578,952$16.9M5.44%+7,62613F-HRTimeline
AWM CAPITAL, LLC576,194$16.8M2.06%-2,83113F-HRTimeline
Allworth Financial LP557,041$16.7M0.09%-26,69013F-HRTimeline
Evanson Asset Management, LLC564,627$16.5M1.13%+37,17713F-HRTimeline
Curated Wealth Partners LLC560,728$16.4M1.87%+28,06213F-HRTimeline
TCP Asset Management, LLC560,675$16.4M3.61%+33,83613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC544,860$16.1M0.07%+17,29913F-HRTimelineGroup
Spectrum Investment Advisors, Inc.531,981$15.5M10.37%+24,00613F-HRTimeline
HighTower Advisors, LLC527,089$15.4M0.02%+63,71313F-HRTimeline
Prudent Man Investment Management, Inc.522,361$15.3M8.44%13F-HRTimeline
Consilium Wealth Advisory, LLC501,571$14.6M6.99%+9,39113F-HRTimeline
Plancorp, LLC496,334$14.5M0.6%+103,11613F-HRTimeline
tru Independence LLC480,755$14M4.41%+23,64513F-HRTimeline
Chicago Partners Investment Group LLC464,191$13.6M0.45%-25,90613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.461,203$13.5M0.03%+5,86513F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV446,960$13.1M3.54%+14,40713F-HRTimeline
Financial Alternatives, Inc442,608$12.9M9.11%+30,31913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC430,133$12.6M0.03%+300,23713F-HRTimelineGroup
Mendota Financial Group, LLC429,748$12.5M8.13%-92,48813F-HRTimeline
Forum Private Client Group LLC423,173$12.4M5.5%+32,17513F-HRTimeline
One Capital Management, LLC422,081$12.3M0.41%+20,03113F-HRTimeline
Allodium Investment Consultants, LLC421,198$12.3M10.27%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC415,575$12.1M2.02%+129,95313F-HRTimeline
Advantage Trust Co414,479$12.1M7.12%new13F-HRTimeline
Modera Wealth Management, LLC411,560$12M0.15%+82,60613F-HRTimeline
ASSET PLANNING CORPORATION406,635$11.9M7.44%+51,16413F-HRTimeline
Cetera Investment Advisers405,487$11.8M0.02%-646,95813F-HRTimeline
Fonville Wealth Management LLC402,779$11.8M3.88%+52,74613F-HRTimeline
Austin Wealth Management, LLC396,372$11.7M2.43%+62,76113F-HRTimeline
Heritage Wealth Management, Inc./Texas398,364$11.6M6.85%+52,24613F-HRTimeline
Envision Financial Planning, LLC394,933$11.5M5.96%+21,49713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC388,103$11.3M0.01%-706,20413F-HRTimelineGroup
CPA Asset Management Group, LLC385,106$11.2M5.23%+209,88013F-HRTimeline
PINNACLE ASSOCIATES LTD380,970$11.1M0.15%-4,55513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…380,670$11.1M1.04%+1,53813F-HRTimeline
Hemington Wealth Management378,789$11.1M2.78%+117,91313F-HRTimeline
Oak Wealth Advisors LLC377,791$11M8.49%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…371,705$10.9M2.68%+12,77313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.360,113$10.5M5.12%-29,62913F-HRTimeline
Diversified Portfolios, Inc.358,696$10.5M1.14%+2,97713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC358,617$10.5M0.39%+29,09613F-HRTimeline
Allegiance Financial Group Advisory Ser…358,480$10.5M3.39%+28,16513F-HRTimeline
Sterling Wealth Advisors Inc353,269$10.3M8.09%13F-HRTimeline
Wealthquest Corp344,938$10.1M0.82%+32,92113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…344,717$10.1M0.01%+56,30713F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC339,729$9.92M6.4%+17,23013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC333,658$9.74M0.78%+7,39413F-HRTimeline
Morling Financial Advisors, LLC331,751$9.69M3.38%+49,15413F-HRTimeline
Colorado Capital Management, Inc.327,731$9.57M4.63%+143,04013F-HRTimeline
Archvest Wealth Advisors, Inc.325,549$9.51M6.89%+282,60213F-HRTimeline
Next Level Wealth Planning, LLC325,038$9.49M7.47%13F-HRTimeline
Midwest Heritage Bank, FSB322,008$9.4M4.36%+16,92413F-HRTimeline
Cambridge Investment Research Advisors,…319,376$9.33M0.03%-29,13813F-HRTimeline
Graver Capital Management, LLC316,150$9.23M9.65%13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC307,217$8.97M7.42%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.304,143$8.88M0.02%+49,58013F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…297,830$8.73M0.02%+6,79213F-HRTimelineGroup
Two West Capital Advisors LLC295,924$8.64M7.41%-24,66013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV282,395$8.25M1.87%+2713F-HRTimeline
Plan Group Financial, LLC278,503$8.13M4.3%+1,38813F-HRTimeline
OKABENA INVESTMENT SERVICES INC277,807$8.11M2.25%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.277,156$8.09M0.08%-36,39513F-HRTimelineGroup
Integrated Wealth Concepts LLC276,292$8.07M0.09%+120,73313F-HRTimeline
CVA Family Office, LLC275,130$8.03M1.27%-2,04913F-HRTimeline
Aegis Wealth Management LLC273,343$7.98M5.4%13F-HRTimeline
Parkshore Wealth Management, Inc.270,917$7.91M4.76%13F-HRTimeline
Fort Henry Capital, LLC268,534$7.84M5.61%+28,32713F-HRTimeline
Shira Ridge Wealth Management266,239$7.77M3.8%+15,49713F-HRTimeline
SIMA Wealth Partners, LLC263,769$7.7M6.55%-19,18413F-HRTimeline
SUTTON PLACE INVESTORS LLC256,663$7.49M4.34%+89,96213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC256,636$7.49M2.78%+12,57113F-HRTimeline
CURIO WEALTH, LLC254,923$7.44M4%13F-HRTimeline
Arcadia Wealth Management, Inc.253,147$7.39M6.28%13F-HRTimeline
ArborFi Advisors, LLC249,450$7.28M7.31%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC248,361$7.25M0.22%+14,98013F-HRTimelineGroup
GEM Asset Management, LLC248,054$7.24M4.04%+11,39313F-HRTimeline
Tortoise Investment Management, LLC243,345$7.11M0.75%+33,83913F-HR/ATimeline
Note Advisors, LLC242,966$7.09M6.28%13F-HRTimeline
American Capital Advisory, LLC241,179$7.04M3.9%+7,07313F-HRTimeline
1900 WEALTH MANAGEMENT LLC239,964$7.01M0.59%-16,97713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC232,985$6.8M0.01%+207,31013F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC231,748$6.77M1.43%+47,52113F-HRTimeline
Hurlow Wealth Management Group, Inc.230,109$6.72M2.1%-4,80613F-HRTimeline
Fermata Advisors, LLC229,928$6.71M1.25%+41,45013F-HRTimeline
Forza Wealth Management, LLC228,541$6.67M3.04%+6,70613F-HRTimeline
Security Financial Services, INC.227,526$6.64M1.35%-21,42513F-HRTimeline
D.B. Root & Company, LLC224,514$6.56M2.09%+17,24513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP223,244$6.52M0.01%-2,30513F-HRTimelineGroup
Vermillion Wealth Management, Inc.222,989$6.51M3.33%13F-HRTimeline
Adero Partners, LLC213,776$6.24M0.4%-2,21713F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC186,758$5.94M3.96%+4,63913F-HRTimeline
Aspen Wealth Management LLC198,797$5.8M1.72%-5,80513F-HRTimeline
Glass Jacobson Investment Advisors llc198,796$5.8M1.91%+7,75313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP198,369$5.79M0.01%+13,39113F-HRTimelineGroup
CX Institutional195,501$5.71M0.23%+45,92013F-HRTimeline
Cahill Wealth Management, LLC195,419$5.71M2.91%+12,80213F-HRTimeline
Bay Harbor Wealth Management, LLC194,903$5.69M1.85%+15,45813F-HRTimeline
Syverson Strege & Co194,104$5.67M1.89%+6,30413F-HRTimeline
D.A. DAVIDSON & CO.193,782$5.66M0.05%+15,02413F-HRTimeline
Beacon Pointe Advisors, LLC187,165$5.47M0.06%+8,90713F-HRTimeline
Clarity Capital Advisors, LLC184,791$5.4M3.61%+14,29713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA182,149$5.32M1%+26,56813F-HRTimeline
RFG Advisory, LLC177,953$5.2M0.15%+8213F-HRTimeline
Premier Path Wealth Partners, LLC173,457$5.06M0.77%+7,06313F-HRTimeline
Beckerman Institutional, LLC169,919$4.96M3.97%+13,78113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/169,778$4.96M<0.01%+19,26213F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.167,646$4.9M2.27%+29,06713F-HRTimeline
BAKER BOYER NATIONAL BANK166,755$4.87M1.68%013F-HRTimeline
Jacobi Capital Management LLC165,913$4.84M0.36%+24,80813F-HRTimeline
Vermillion & White Wealth Management Gr…163,553$4.78M3.52%+15,37813F-HRTimeline
WEALTHSPAN PARTNERS, LLC161,871$4.73M2.26%-8,08513F-HRTimeline
Dodds Wealth, LLC156,274$4.7M1.51%-19,95813F-HRTimeline
Apella Capital, LLC160,759$4.69M0.18%-5,17013F-HRTimeline
Elser Financial Planning, Inc159,207$4.65M0.34%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC159,185$4.65M0.1%+19,77813F-HRTimelineGroup
TCI Wealth Advisors, Inc.156,846$4.58M0.38%+13,35513F-HRTimeline