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Disclosery

DFAI DIMENSIONAL ETF TRUST

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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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,753,651$586M0.83%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,441,966$232M+1,455,630Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,005,389$219M0.02%+1,010,19913F-HRTimelineGroup
SYM FINANCIAL Corp6,671,198$208M25.67%+22,65713F-HRTimeline
Cable Hill Partners, LLC5,709,320$185M18.04%+133,96613F-HRTimeline
&PARTNERS5,652,669$179M1.9%+1,526,55113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,899,828$153M0.02%+972,17513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,902,730$122M0.03%+265,82313F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,806,810$119M0.19%-388,45513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC3,652,694$114M15.78%+51,88213F-HRTimeline
Root Financial Partners, LLC3,302,605$103M10.99%+182,38413F-HRTimeline
UBS Group AGin group UBS Group AG3,243,134$101M0.02%+78,67613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,090,700$96.5M+356,353Timeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding2,962,545$92.5M+428,916Timeline
Pure Financial Advisors, LLC2,905,093$90.7M1.9%-76,64813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,876,620$89.8M0.15%+440,01813F-HRTimelineGroup
Clearstead Advisors, LLC2,603,751$81.3M1.26%+86,03913F-HRTimeline
OneDigital Investment Advisors LLC2,523,946$78.8M0.93%-4,55013F-HRTimeline
Wealthspire Advisors, LLC2,238,479$69.9M0.42%+102,37113F-HRTimeline
HighTower Advisors, LLC2,232,823$69.7M0.09%+1,705,73413F-HRTimeline
Marquette Asset Management, LLC2,135,068$66.7M11.75%-7,29513F-HRTimeline
LVZ, Inc.2,063,745$64.5M8.46%+122,97613F-HRTimeline
EVOKE WEALTH, LLC2,015,129$62.9M1.64%+172,32213F-HRTimeline
Sequoia Financial Advisors, LLC1,842,584$57.5M0.44%+237,72913F-HRTimeline
Zhang Financial LLC1,660,969$51.9M2.74%+93,76413F-HRTimeline
RAM Investment Partners, LLC1,635,154$51.1M12.61%+66,12113F-HRTimeline
WNY Asset Management, LLC1,633,937$51M6.07%-4,68413F-HRTimeline
Financial Management Professionals, Inc.1,633,867$51M6.52%+121,96313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,616,506$50.5M+465,570Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,563,655$48.8M0.09%-111,37313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,545,488$48.3M2.21%new13F-HRTimelineGroup
RVW Wealth, LLC1,518,680$47.4M4.47%-338,55313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,475,934$46.1M0.07%+142,97713F-HRTimeline
Bedel Financial Consulting, Inc.1,377,498$45.3M6.49%+64,60613F-HRTimeline
Hemington Wealth Management1,421,511$44.4M6.89%+1,042,72213F-HRTimeline
LPL Financial LLC1,378,675$43.1M0.02%+618,97113F-HRTimeline
Aquire Wealth Advisors, LLC1,346,026$42M12.94%+46,79913F-HRTimeline
McIlrath & Eck, LLC1,332,768$41.6M5.11%+80,45713F-HRTimeline
Great Point Wealth Advisors, LLC1,318,115$41.2M8.91%-3,78713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,308,740$40.9M-825,255Timeline
Betterment LLC1,222,034$38.2M0.09%-4,76913F-HRTimeline
Wealth Dimensions Group, Ltd.1,209,947$37.8M9.02%+75,93913F-HRTimeline
BRIGHTON JONES LLC1,191,270$37.2M1.19%+118,07413F-HRTimeline
EP Wealth Advisors, LLC1,179,788$36.8M0.29%-119,76813F-HRTimeline
Spinnaker Investment Group, LLC1,145,984$35.8M8.09%-198,27113F-HRTimeline
Willow Creek Wealth Management Inc.1,117,501$34.9M3.4%+119,59913F-HRTimeline
Pioneer Wealth Management Group1,105,060$34.5M14.86%13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,034,561$32.3M2.19%+2,31213F-HRTimeline
MATHER GROUP, LLC.1,016,329$31.7M0.37%+23,45213F-HRTimeline
Arista Wealth Management, LLC1,013,070$31.6M7.67%+16,50513F-HRTimeline
Bridgewater Advisors Inc.973,981$31.6M2.73%+346,72913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC973,727$30.4M0.01%-199,35913F-HRTimelineGroup
Private Advisor Group, LLC944,724$29.5M0.18%+344,62213F-HRTimeline
Chico Wealth RIA924,356$28.9M25.05%+19,88213F-HRTimeline
MAI Capital Management915,075$28.6M0.22%+42,95713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP900,148$28.1M0.71%-29,83513F-HRTimeline
LRI Investments, LLC893,680$27.9M2.7%-1,35513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV889,280$27.8M0.06%+228,69913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.884,636$27.6M0.06%+580,49313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC824,835$25.8M1.84%+74,20113F-HRTimeline
Annandale Capital, LLC792,312$24.7M4.64%+49,92713F-HRTimeline
Aptus Capital Advisors, LLC789,001$24.6M0.28%+6,57613F-HRTimeline
Perigon Wealth Management, LLC772,727$24.1M0.62%+45,70913F-HRTimeline
PBMares Wealth Management LLC764,660$23.9M4.78%+52,01913F-HRTimeline
SC&H Financial Advisors, Inc.759,614$23.7M4.67%+49,70213F-HRTimeline
Rappaport Reiches Capital Management, L…751,389$23.5M5.86%+58,85513F-HRTimeline
Physician Wealth Advisors, Inc.747,931$23.4M4.02%+21,14213F-HRTimeline
MML INVESTORS SERVICES, LLC734,259$22.9M0.08%+32,20813F-HRTimeline
Allworth Financial LP715,436$22.9M0.13%+158,39513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…732,665$22.9M13.01%+54,67513F-HRTimeline
Stadion Money Management, LLC719,077$22.5M2.24%-36,65013F-HRTimeline
Monument Group Wealth Advisors, LLC717,030$22.4M15.52%-1,07213F-HRTimeline
Valued Wealth Advisors LLC694,793$21.7M13.02%+36,55813F-HRTimeline
One Capital Management, LLC684,015$21.4M0.72%+261,93413F-HRTimeline
Creative Planningin group Creative Planning681,252$21.3M0.02%-43,32113F-HRTimelineGroup
Stonehearth Capital Management, LLC680,359$21.2M8.79%+15,33513F-HRTimeline
DecisionPoint Financial, LLC651,624$20.4M5.9%-18,24713F-HRTimeline
AE Wealth Management LLC648,925$20.3M0.17%+41,85413F-HRTimeline
BROGAN FINANCIAL, INC.635,808$19.9M9.65%+3,94913F-HRTimeline
Dynamic Advisor Solutions LLC624,942$19.5M0.64%+9,69613F-HRTimeline
Kure Advisory, LLC623,971$19.5M14.72%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC605,965$19M0.08%+61,10513F-HRTimelineGroup
Pallas Capital Advisors LLC599,780$18.7M0.78%+10,65513F-HRTimeline
Berger Financial Group, Inc591,329$18.5M1.28%+584,03413F-HRTimeline
Curated Wealth Partners LLC587,203$18.3M2.37%+26,47513F-HRTimeline
BWM Planning, LLC587,065$18.3M7.76%-18,38413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS584,742$18.3M0.05%-33,33913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …562,023$18.2M1.35%-33,31213F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC616,273$18.2M3.96%+8,20013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.581,196$18.2M5.83%+2,24413F-HRTimeline
Advisory Alpha, LLC574,847$18M0.61%-78,32913F-HR/ATimeline
TCP Asset Management, LLC573,106$17.9M4%+12,43113F-HRTimeline
AWM CAPITAL, LLC566,760$17.7M2.07%-9,43413F-HRTimeline
Quantum Financial Advisors, LLC566,603$17.7M2.64%-17,04513F-HRTimeline
Larson Financial Group LLC561,564$17.5M0.83%-46,69413F-HRTimeline
World Investment Advisors556,704$17.4M0.45%new13F-HRTimeline
Spectrum Investment Advisors, Inc.542,674$16.9M10.94%+10,69313F-HRTimeline
Evanson Asset Management, LLC532,643$16.6M1.18%-31,98413F-HRTimeline
Chicago Partners Investment Group LLC507,039$16.6M0.55%+42,84813F-HRTimeline
Essential Planning, LLC.526,409$16.4M6.62%-31,759,41913F-HRTimeline
Consilium Wealth Advisory, LLC514,340$16.1M8.05%+12,76913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.501,081$15.6M0.03%+39,87813F-HRTimelineGroup
Plancorp, LLC497,150$15.5M0.62%+81613F-HRTimeline
Prudent Man Investment Management, Inc.521,576$15.2M8.44%-78513F-HRTimeline
Austin Wealth Management, LLC475,525$15.2M3.05%+79,15313F-HRTimeline
NewEdge Advisors, LLC463,844$14.5M0.09%-191,48413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC463,829$14.5M0.03%+33,69613F-HRTimelineGroup
Financial Alternatives, Inc458,331$14.3M10.2%+15,72313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV457,752$14.3M4.06%+10,79213F-HRTimeline
Forum Private Client Group LLC453,865$14.2M6.15%+30,69213F-HRTimeline
Wealthquest Corp442,323$13.8M1.15%+97,38513F-HR/ATimeline
Fonville Wealth Management LLC437,102$13.7M4.02%+34,32313F-HRTimeline
Cetera Investment Advisers435,033$13.6M0.03%+29,54613F-HRTimeline
ASSET PLANNING CORPORATION420,290$13.1M7.73%+13,65513F-HRTimeline
Advantage Trust Co417,704$13M7.91%+3,22513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…409,309$12.8M0.01%+64,59213F-HRTimelineGroup
Allodium Investment Consultants, LLC405,527$12.7M9.35%-15,67113F-HRTimeline
Modera Wealth Management, LLC400,544$12.5M0.17%-11,01613F-HRTimeline
Envision Financial Planning, LLC399,619$12.5M6.36%+4,68613F-HRTimeline
Next Level Wealth Planning, LLC397,289$12.4M9.4%+72,25113F-HRTimeline
Allegiance Financial Group Advisory Ser…394,544$12.3M3.75%+36,06413F-HRTimeline
CPA Asset Management Group, LLC388,292$12.1M5.34%+3,18613F-HRTimeline
PINNACLE ASSOCIATES LTD386,736$12.1M0.18%+5,76613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…386,436$12.1M1.13%+5,76613F-HRTimeline
Diversified Portfolios, Inc.386,058$12.1M1.27%+27,36213F-HRTimeline
Colorado Capital Management, Inc.383,933$12M5.58%+56,20213F-HRTimeline
Midwest Heritage Bank, FSB383,233$12M4.93%+61,22513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…381,552$11.9M2.84%+9,84713F-HRTimeline
Oak Wealth Advisors LLC379,989$11.9M8.78%+2,19813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP376,051$11.7M0.01%+152,80713F-HRTimelineGroup
Sterling Wealth Advisors Inc359,766$11.2M8.66%+6,49713F-HRTimeline
tru Independence LLC359,175$11.2M3.48%-121,58013F-HRTimeline
Heritage Wealth Management, Inc./Texas358,256$11.2M6.48%-40,10813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC352,126$11M0.41%-6,49113F-HRTimeline
Morling Financial Advisors, LLC347,068$10.8M3.73%+15,31713F-HRTimeline
Archvest Wealth Advisors, Inc.346,122$10.8M8.94%+20,57313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC344,745$10.8M2.06%-70,83013F-HR/ATimeline
Plan Group Financial, LLC339,116$10.6M3.78%+60,61313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC336,339$10.5M0.84%+2,68113F-HRTimeline
B&D White Capital Company, LLC335,113$10.5M1.54%new13F-HRTimeline
Graver Capital Management, LLC332,103$10.4M10.57%+15,95313F-HRTimeline
Mendota Financial Group, LLC325,288$10.2M11.02%-104,46013F-HRTimeline
Parkshore Wealth Management, Inc.319,302$9.97M5.8%+48,38513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC317,654$9.92M8.1%+10,43713F-HRTimeline
Arcadia Wealth Management, Inc.314,830$9.83M7.67%+61,68313F-HRTimeline
Vermillion & White Wealth Management Gr…312,183$9.75M7.06%+148,63013F-HRTimeline
Ledgewood Wealth Advisors, LLC310,067$9.68M6.25%-29,66213F-HRTimeline
Cambridge Investment Research Advisors,…309,600$9.67M0.03%-9,77613F-HRTimeline
Two West Capital Advisors LLC316,668$9.59M8.01%+20,74413F-HRTimeline
CVA Family Office, LLC290,804$9.08M1.39%+15,67413F-HRTimeline
Note Advisors, LLC282,170$8.81M7.28%+39,20413F-HRTimeline
Aegis Wealth Management LLC279,019$8.71M5.12%+5,67613F-HRTimeline
Fort Henry Capital, LLC278,376$8.69M6.24%+9,84213F-HRTimeline
OKABENA INVESTMENT SERVICES INC277,807$8.68M2.18%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV277,797$8.68M1.92%-4,59813F-HRTimeline
FinDec Wealth Services, Inc.277,475$8.67M8.57%+164,46713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.275,849$8.61M0.08%-1,30713F-HRTimelineGroup
Fermata Advisors, LLC273,697$8.55M1.55%+43,76913F-HRTimeline
American Capital Advisory, LLC272,654$8.51M4.59%+31,47513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC269,316$8.41M3.09%+12,68013F-HRTimeline
Shira Ridge Wealth Management269,002$8.4M4.19%+2,76313F-HRTimeline
Integrated Wealth Concepts LLC268,716$8.39M0.1%-7,57613F-HRTimeline
Tortoise Investment Management, LLC263,036$8.21M0.86%+19,69113F-HR/ATimeline
SIMA Wealth Partners, LLC262,870$8.21M6.82%-89913F-HRTimeline
GEM Asset Management, LLC257,931$8.07M4.52%+9,87713F-HRTimeline
SUTTON PLACE INVESTORS LLC255,600$7.98M5.37%-1,06313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC254,861$7.96M1.59%+23,11313F-HRTimeline
Binnacle Investments Inc253,818$7.93M5.78%13F-HRTimeline
Vermillion Wealth Management, Inc.242,755$7.58M2.23%+19,76613F-HRTimeline
Private Wealth Management Group, LLC237,896$7.43M2.74%+98,38713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC236,458$7.38M0.01%new13F-HR/ATimelineGroup
COWA, LLC205,023$7.33M3.13%+57,31513F-HRTimeline
ArborFi Advisors, LLC234,035$7.31M7.26%-15,41513F-HRTimeline
Cahill Wealth Management, LLC233,646$7.3M3.71%+38,22713F-HRTimeline
GeoWealth Management, LLC228,607$7.14M0.29%-379,12513F-HRTimeline
Forza Wealth Management, LLC228,603$7.14M3.21%+6213F-HRTimeline
Avior Wealth Management, LLC228,079$7.12M0.27%+76,37013F-HRTimeline
Security Financial Services, INC.227,971$7.12M1.41%+44513F-HRTimeline
Hurlow Wealth Management Group, Inc.225,748$7.05M2.2%-4,36113F-HRTimeline
D.A. DAVIDSON & CO.225,476$7.04M0.06%+31,69413F-HRTimeline
D.B. Root & Company, LLC223,795$6.99M2.26%-71913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC223,733$6.99M0.21%-24,62813F-HRTimelineGroup
Adero Partners, LLC210,492$6.57M0.43%-3,28413F-HRTimeline
1900 WEALTH MANAGEMENT LLC209,417$6.54M0.54%-30,54713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP208,698$6.52M0.01%+10,32913F-HRTimelineGroup
Jacobi Capital Management LLC207,273$6.47M0.48%+41,36013F-HRTimeline
Bay Harbor Wealth Management, LLC204,902$6.4M2.02%+9,99913F-HRTimeline
Aspen Wealth Management LLC199,202$6.22M1.76%+40513F-HRTimeline
Arkadios Wealth Advisors198,412$6.2M0.23%new13F-HRTimeline
Syverson Strege & Co197,642$6.17M1.98%+3,53813F-HRTimeline
Clarity Capital Advisors, LLC191,090$5.97M3.92%+6,29913F-HRTimeline
Arax Advisory Partners189,381$5.91M0.38%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.188,390$5.88M2.6%+20,74413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC199,759$5.83M3.92%+13,00113F-HRTimeline
Beckerman Institutional, LLC186,481$5.82M4.22%+16,56213F-HRTimeline
Glass Jacobson Investment Advisors llc198,796$5.8M1.91%013F-HRTimeline
BAKER BOYER NATIONAL BANK185,503$5.79M2.14%+18,74813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA183,012$5.72M1.09%+86313F-HRTimeline
Premier Path Wealth Partners, LLC178,685$5.58M0.87%+5,22813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/178,576$5.58M<0.01%+8,79813F-HRTimelineGroup