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Disclosery

DFIC DIMENSIONAL ETF TRUST

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INTL CORE EQUITY (fund)

422 managers (425 13F filers) reported a position in DFIC shares at 2024-12-31, 2,277,619,336 shares in all. 33 filers opened a position and 11 filers sold out during the quarter.

Managers
422
13F filers
425
New
33
Added
234
Reduced
66
Sold out
11
Shares held by filers
2,277,619,336

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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,916$3.13M0.01%-48,52613F-HR/ATimeline
SageView Advisory Group, LLC119,806$3.1M0.13%+99413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …119,709$3.09M0.09%-8,76713F-HRTimelineGroup
XY Planning Network, Inc.118,658$3.07M2.3%13F-HRTimeline
EP Wealth Advisors, LLC110,936$2.87M0.02%+99,17113F-HRTimeline
Avant Financial Advisors LLC109,171$2.82M2.59%13F-HRTimeline
Sageworth Trust Co of South Dakota109,163$2.82M3.57%+3,68013F-HRTimeline
Beacon Pointe Advisors, LLC108,858$2.81M0.03%-1,67213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC97,674$2.52M0.53%-66013F-HRTimeline
Archford Capital Strategies, LLC93,374$2.41M0.36%new13F-HRTimeline
Grunden Financial Advisory, Inc.93,275$2.41M1.16%+29,41213F-HRTimeline
CFS Investment Advisory Services, LLC91,843$2.37M0.21%-4,02613F-HRTimeline
AssuredPartners Investment Advisors, LLC91,839$2.37M0.46%13F-HRTimeline
Copperleaf Capital, LLC87,521$2.26M1.43%+10,29813F-HRTimeline
Two West Capital Advisors LLC85,293$2.2M1.89%+7,38513F-HRTimeline
PBMares Wealth Management LLC83,895$2.17M0.44%+29,98713F-HRTimeline
Cahill Wealth Management, LLC83,814$2.17M1.1%+16213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC83,298$2.15M1.07%-52813F-HRTimeline
Peirce Capital Management, LLC82,926$2.14M1.1%+3,33213F-HRTimeline
Millstone Evans Group, LLC80,809$2.09M1.42%13F-HRTimeline
Live Oak Private Wealth LLC79,910$2.07M0.35%-5,96513F-HRTimeline
Allworth Financial LP74,653$1.98M0.01%-2,30113F-HRTimeline
TOWNSQUARE CAPITAL LLC76,533$1.98M0.02%+19,77213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,043$1.94M0.05%+59,54313F-HRTimelineGroup
Corus Family Wealth Advisors73,895$1.91M1.29%-3,63713F-HRTimeline
Willow Creek Wealth Management Inc.73,182$1.89M0.19%+7,48913F-HRTimeline
Gordian Advisors LLC72,748$1.88M1.49%+13,63513F-HRTimeline
Aegis Wealth Management LLC72,180$1.87M1.26%13F-HRTimeline
Berger Financial Group, Inc70,687$1.83M0.13%new13F-HRTimeline
Daner Wealth Management, LLC66,480$1.8M1.32%13F-HRTimeline
Caprock Group, LLC69,397$1.79M0.06%+8513F-HRTimeline
Financial Alternatives, Inc67,146$1.74M1.22%-2913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,583$1.67M<0.01%new13F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC64,201$1.66M1.38%+44,89513F-HRTimeline
Dynamic Advisor Solutions LLC63,834$1.65M0.07%+14,41213F-HRTimeline
GEN Financial Management, INC.63,541$1.64M1.07%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC63,256$1.63M0.22%-2,07313F-HRTimeline
Pure Financial Advisors, LLC62,311$1.61M0.04%-1,71013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…61,958$1.6M0.4%+1,83413F-HRTimeline
Sprinkle Financial Consultants LLC61,785$1.6M1.09%+6,69513F-HRTimeline
Squire Investment Management Company, L…61,249$1.58M0.7%+22,11213F-HRTimeline
Total Clarity Wealth Management, Inc.60,971$1.58M0.51%+1,01713F-HRTimeline
Peninsula Wealth, LLC60,485$1.56M0.27%+42413F-HRTimeline
NWAM LLC60,444$1.56M0.1%+4,68313F-HRTimeline
Foundations Investment Advisors, LLC60,080$1.55M0.03%+7,50513F-HRTimeline
Strathmore Capital Advisors, Inc.59,093$1.53M1.11%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,935$1.52M<0.01%+66413F-HRTimelineGroup
Root Financial Partners, LLC58,871$1.52M0.19%+78013F-HRTimeline
Strategent Financial, LLC58,687$1.52M1.51%13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.57,744$1.49M0.48%+21,43513F-HRTimeline
Private Advisor Group, LLC54,698$1.41M0.01%+13,67713F-HRTimeline
Altiora Financial Group, LLC54,513$1.41M0.31%+53313F-HRTimeline
Bleakley Financial Group, LLC53,844$1.39M0.04%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC53,646$1.39M0.18%+30213F-HRTimeline
Fort Vancouver Investment Management, L…53,410$1.38M1.17%+49,45613F-HRTimeline
Summit X, LLC52,244$1.35M0.3%+10,61913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,906$1.32M<0.01%+20,97713F-HRTimelineGroup
WorthPointe, LLC49,994$1.29M0.54%+12,59113F-HRTimeline
MAI Capital Management48,842$1.26M0.01%+3,75313F-HRTimeline
GEM Asset Management, LLC48,716$1.26M0.7%+5,98713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC46,937$1.21M0.04%+2,18913F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.45,636$1.18M<0.01%013F-HRTimeline
Hoxton Planning & Management, LLC45,510$1.18M0.45%-42513F-HRTimeline
McGrath & Associates, Inc.42,227$1.09M2.2%13F-HRTimeline
Bluespring Wealth Management, LLC40,162$1.04M0.11%+3,07613F-HRTimeline
BIP Wealth, LLC39,987$1.03M0.07%+15,62613F-HRTimeline
SUTTON PLACE INVESTORS LLC39,241$1.01M0.59%+27,99513F-HRTimeline
25 LLC38,498$995K0.42%+48613F-HRTimeline
Perigon Wealth Management, LLC38,137$992K0.02%-213F-HRTimeline
Warburton Capital Management, LLC38,202$987K0.74%13F-HRTimeline
Plum Street Advisors, LLC35,908$928K0.46%new13F-HRTimeline
Solutions 4 Wealth, Ltd35,511$918K1.66%013F-HRTimeline
Modera Wealth Management, LLC34,128$882K0.01%+1113F-HRTimeline
Geometric Wealth Advisors33,948$877K0.16%013F-HRTimeline
RFG Advisory, LLC33,871$875K0.02%-29,67513F-HRTimeline
Quad-Cities Investment Group, LLC33,611$869K0.43%+1,13513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC33,597$868K0.44%+1,09013F-HRTimelineGroup
Austin Private Wealth, LLC33,521$866K0.08%new13F-HRTimeline
WMS Partners, LLC33,334$862K0.05%+5,28413F-HRTimeline
Archer Investment Management, LLC33,310$861K0.53%13F-HRTimeline
SAX WEALTH ADVISORS, LLC33,077$855K0.07%+13,72013F-HRTimeline
JFS WEALTH ADVISORS, LLC32,739$846K0.06%+22,71013F-HRTimeline
WEALTHSPAN PARTNERS, LLC30,818$796K0.38%+1,15513F-HRTimeline
Hemington Wealth Management30,690$793K0.2%-19913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,718$742K<0.01%+15,46313F-HRTimelineGroup
Astra Wealth Partners LLC27,521$711K0.67%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC27,605$706K0.15%+13,34313F-HRTimeline
Savvy Advisors, Inc.27,001$698K0.08%-8,51113F-HRTimeline
Main Street Financial Solutions, LLC26,807$693K0.07%+12,75413F-HRTimeline
Envision Financial Planning, LLC26,042$673K0.35%-1,55913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD25,074$648K0.39%+2713F-HRTimeline
Barry Investment Advisors, LLC24,828$642K0.21%+10713F-HRTimeline
Beacon Financial Advisory LLC24,647$637K0.21%-1,52113F-HRTimeline
Lakeridge Wealth Management LLC24,179$625K0.32%-9,43513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC24,000$620K<0.01%013F-HRTimelineGroup
Werba Rubin Papier Wealth Management23,732$613K0.14%-7313F-HRTimeline
Gradient Capital Advisors, LLC22,962$593K0.19%013F-HRTimeline
Allegiance Financial Group Advisory Ser…22,809$590K0.19%013F-HRTimeline
Mustard Seed Financial, LLC21,859$565K0.46%-3113F-HRTimeline
Investmark Advisory Group LLC21,288$550K0.27%+4,99013F-HRTimeline
Oceanside Advisors LLC21,246$549K0.41%+1,95213F-HRTimeline
Capstone Financial Advisors, Inc.20,750$536K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.20,521$530K0.27%13F-HRTimeline
Lionshead Wealth Management, LLC20,196$522K0.38%13F-HRTimeline
EWG Elevate Inc.19,947$516K0.16%+10213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,860$513K<0.01%+4,06513F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC19,405$502K0.04%-3,14313F-HRTimelineGroup
Visionary Wealth Advisors18,927$489K0.03%+4,25713F-HRTimeline
Disciplined Equity Management, Inc.18,610$481K0.31%+15013F-HRTimeline
Prime Capital Investment Advisors, LLC18,483$478K0.01%+10,86513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18,477$478K0.11%+10913F-HRTimeline
Strategic Blueprint, LLC18,331$474K0.03%+3,18313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,232$471K0.04%+1,71913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP17,326$448K0.12%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc17,324$448K0.15%-4,53313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…17,041$440K0.17%-44813F-HRTimeline
Blue Trust, Inc.16,891$437K0.01%013F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC16,582$429K0.11%+13513F-HR/ATimeline
J.W. COLE ADVISORS, INC.16,484$426K0.02%+4213F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC16,618$424K0.14%-3,21513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC16,339$424K0.33%-82113F-HRTimeline
1900 WEALTH MANAGEMENT LLC16,298$421K0.04%013F-HRTimeline
Wealthspire Advisors, LLC16,168$418K<0.01%new13F-HRTimeline
Glassman Wealth Services15,949$412K0.07%+1,34913F-HRTimeline
BLACK POINT WEALTH MANAGEMENT15,222$393K0.46%+4,69813F-HRTimeline
Landing Point Financial Group, LLC13,840$379K0.29%13F-HRTimeline
SYM FINANCIAL Corp13,947$360K0.05%+75913F-HRTimeline
HFG Wealth Management, LLC12,548$353K0.23%+22413F-HRTimeline
Merit Financial Group, LLC13,540$350K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,460$348K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,330$345K<0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC13,217$342K0.06%+10813F-HRTimeline
TAGStone Capital, Inc.13,169$340K0.17%+2,23213F-HRTimeline
Tranquility Partners, LLC13,008$336K0.13%-1,18013F-HRTimeline
GTS SECURITIES LLC12,870$333K0.02%new13F-HRTimeline
Acorn Wealth Advisors, LLC12,655$327K0.14%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,487$323K0.01%-27513F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,436$321K<0.01%+13813F-HRTimeline
TABLEAUX LLC12,429$321K0.27%13F-HRTimeline
Lion Street Advisors, LLC12,186$315K0.1%013F-HRTimeline
Wingate Wealth Advisors, Inc.11,963$309K0.3%13F-HRTimeline
WCG Wealth Advisors LLC11,967$309K0.02%+213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,925$308K<0.01%new13F-HRTimelineGroup
Aerodigm Wealth, LLC11,713$303K0.18%+15413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,553$299K0.01%+41013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,362$294K0.01%+58113F-HRTimeline
Aurelius Family Office LLC11,357$294K0.15%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,317$292K<0.01%new13F-HRTimelineGroup
Visionary Horizons, LLC11,005$284K0.19%+54013F-HRTimeline
Aptus Capital Advisors, LLC10,844$280K<0.01%-55,20413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,546$273K0.02%013F-HRTimelineGroup
First Financial Group Corp10,443$270K0.3%13F-HRTimeline
Life Planning Partners, Inc10,314$267K0.25%013F-HR/ATimeline
Triad Wealth Partners, LLC10,172$263K0.09%new13F-HRTimeline
Canvas Wealth Advisors, LLC10,034$259K0.07%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /9,812$254K0.1%+4313F-HRTimeline
LJI Wealth Management, LLC9,715$251K0.05%+313F-HRTimeline
TCI Wealth Advisors, Inc.9,632$249K0.02%+5513F-HRTimeline
BOS Asset Management, LLC9,603$248K0.09%+1213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,442$244K0.01%-2,13313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,430$244K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,402$243K<0.01%-2,65313F-HRTimelineGroup
Tumwater Wealth Management, LLC9,348$242K0.13%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,245$239K0.02%-1,15613F-HRTimelineGroup
Investment Advisory Group, LLC9,186$237K0.08%+7113F-HRTimeline
MB Generational Wealth, LLC9,159$237K0.17%-1,43013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,053$234K<0.01%013F-HRTimelineGroup
Aspire Private Capital, LLC9,049$234K0.06%+29913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,955$231K<0.01%new13F-HRTimeline
Citrine Capital LLC8,902$230K0.17%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.8,629$223K0.03%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,513$220K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,504$220K<0.01%-3,67713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd8,198$212K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC6,127$158K<0.01%-13,67013F-HRTimeline
Pinnacle Bancorp, Inc.6,120$158K0.05%new13F-HRTimeline
Reyes Financial Architecture, Inc.6,076$157K0.12%13F-HRTimeline
SIGNATUREFD, LLC6,023$156K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC4,500$116K0.04%+50013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4,435$115K0.08%13F-HRTimeline
Hurley Capital, LLC4,195$109K0.09%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3,811$98.5K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC3,739$97K<0.01%-2,33313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,848$73.6K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC2,757$71.3K0.05%+18113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,730$70.6K0.01%-2,40613F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,720$70.3K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…2,597$67.1K0.05%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,573$66.5K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,361$61K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…2,231$57.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,113$54.6K0.02%013F-HRTimeline
Avondale Wealth Management2,000$51.7K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG1,864$48.2K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,736$44.9K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,580$40.8K<0.01%-2413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,570$40.6K<0.01%+30513F-HRTimeline
Parallel Advisors, LLC1,320$34.1K<0.01%+1113F-HRTimeline
Topsail Wealth Management, LLC1,155$29.9K0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,123$29K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.