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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding29,525,300$763M+2,459,398Timeline
MERCER GLOBAL ADVISORS INC /ADV27,409,561$708M1.73%+1,674,13313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,351,244$423M7%+576,93513F-HR/ATimelineGroup
Evensky & Katz LLC6,131,146$158M10.37%+230,52713F-HRTimeline
RW Investment Management LLC4,915,524$127M15.48%+53,63813F-HRTimeline
HighTower Advisors, LLC4,875,770$126M0.17%+259,68513F-HRTimeline
Summit Financial Strategies, Inc.3,806,450$98.4M10.86%+180,29213F-HRTimeline
JMG Financial Group, Ltd.3,504,084$90.6M3.09%+640,75113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,302,251$85.3M0.38%-256,75513F-HRTimelineGroup
Cannon Financial Strategists, Inc.3,278,031$84.7M14.53%+148,57813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,124,994$80.8M+401,824Timeline
Wealthstream Advisors, Inc.3,105,142$80.3M14.82%+222,19313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,971,935$76.8M-40,560Timeline
AWM CAPITAL, LLC2,915,632$75.4M9.22%-4,22213F-HRTimeline
Apella Capital, LLC2,802,429$72.4M2.78%+925,19513F-HRTimeline
WPWealth LLP2,426,914$62.7M12.82%+143,62713F-HRTimeline
LPL Financial LLC2,395,290$61.9M0.03%+323,11713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,204,876$57M4.48%+669,57313F-HRTimeline
Hill Investment Group Partners, LLC2,199,871$56.9M7.62%+144,70113F-HRTimeline
Miramar Fiduciary Corp2,173,073$56.2M56.66%-225,59313F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,142,296$55.4M1.24%+1,963,32313F-HRTimelineGroup
Truepoint, Inc.2,022,668$52.3M1.4%+48,80513F-HRTimeline
Syverson Strege & Co2,003,684$51.8M17.27%+76,95913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,991,385$51.5M0.4%-587,15213F-HRTimelineGroup
Asset Dedication, LLC1,969,398$50.9M4.01%+197,68113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,963,877$50.8M0.52%+217,74013F-HRTimelineGroup
OneDigital Investment Advisors LLC1,843,645$47.6M0.55%+156,22213F-HRTimeline
SJS Investment Consulting Inc.1,770,828$45.8M7.9%+131,34013F-HRTimeline
Rather & Kittrell, Inc.1,766,767$45.7M10.73%+208,86413F-HRTimeline
Millburn Ridgefield LLC /DE/1,751,813$45.3M1.13%+114,45613F-HRTimeline
Catalyst Capital Advisors LLC1,751,813$45.3M0.96%+114,45613F-HRTimeline
BRIGHTON JONES LLC1,696,149$43.8M1.27%+199,20213F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,664,854$43M0.08%+15,02613F-HRTimelineGroup
Bridgewater Advisors Inc.1,554,943$39.9M4.16%-659,16813F-HRTimeline
DiNuzzo Private Wealth, Inc.1,526,163$39.4M4.99%+60,97613F-HRTimeline
Leading Edge Financial Planning LLC1,514,325$39.1M12.84%+106,75213F-HRTimeline
Rockbridge Investment Management, LCC1,507,382$39M4.99%+192,88913F-HRTimeline
Kooman & Associates1,502,904$38.8M14.05%+94,30013F-HRTimeline
Financial Engines Advisors L.L.C.1,464,523$37.9M0.08%+626,79113F-HRTimeline
Efficient Advisors, LLC1,429,801$37M2.38%+131,80813F-HRTimeline
Rockwood Wealth Management, LLC1,375,069$35.5M3.83%-5,46613F-HRTimeline
Stordahl Capital Management, Inc.1,364,392$35.3M8.34%+51,28213F-HRTimeline
Betterment LLC1,307,929$33.8M0.08%+123,06313F-HRTimeline
Verisail Partners, LLC1,285,591$33.2M15.55%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,259,692$32.6M0.05%+31,33013F-HRTimeline
Your Advocates Ltd., LLP1,251,082$32.3M12.85%+60,63013F-HRTimeline
Ullmann Wealth Partners Group, LLC1,242,757$32.1M4.14%+18,97513F-HRTimeline
NewEdge Advisors, LLC1,229,580$31.8M0.19%-125,42613F-HRTimeline
Jentner Corp1,203,275$31.1M9.06%+184,99313F-HRTimeline
True Wealth Design, LLC1,195,050$30.9M11.98%+11,55613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,177,066$30.4M0.05%-113,07113F-HRTimelineGroup
Great Waters Wealth Management1,171,700$30.3M3.89%-187,65413F-HRTimeline
RS CRUM INC.1,169,472$30.2M7.46%+38,07913F-HRTimeline
Aspen Wealth Management LLC1,151,705$29.8M8.82%+159,02213F-HRTimeline
Alpha Financial Advisors, LLC1,125,288$29.1M13.17%+107,49413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,096,277$28.3M<0.01%+78,79013F-HRTimelineGroup
von Borstel & Associates, Inc.1,076,109$27.8M10.89%+420,99413F-HRTimeline
Eaton-Cambridge Inc.1,057,263$27.3M12.19%+111,04713F-HRTimeline
Vestmark Advisory Solutions, Inc.1,029,820$26.6M0.92%+11,14413F-HRTimeline
CAPSTONE CAPITAL LLC1,021,443$26.4M21.59%+67,57113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,004,422$26M2.11%+444,77813F-HR/ATimeline
DecisionPoint Financial, LLC947,883$24.5M7.49%+178,20713F-HRTimeline
Burton Enright Welch938,393$24.3M5.09%+71,82213F-HRTimeline
ARK & TLK INVESTMENTS, LLC928,735$24M8.34%+73,90413F-HRTimeline
BCU Wealth Advisors, LLC902,227$23.3M13.32%+275,38313F-HRTimeline
Freedom Investment Management, Inc.898,067$23.2M1.93%-2,96813F-HRTimeline
United Wealth Management, LLC863,493$22.3M7.52%13F-HRTimeline
Pinnacle Financial Group, LLC / IL861,645$22.3M8.72%+48,45813F-HRTimeline
Symmetry Partners, LLC857,587$22.2M3.15%+546,57313F-HRTimeline
Essential Planning, LLC.827,793$22.1M0.14%+817,16613F-HRTimeline
AdvisorNet Financial, Inc856,218$22.1M1.85%+50,83713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…849,189$21.9M3.68%+36,81113F-HRTimeline
Tassel Capital Management, Inc.840,494$21.7M19.27%13F-HRTimeline
SC&H Financial Advisors, Inc.798,584$20.6M4.26%+93,36113F-HRTimeline
Arax Advisory Partners797,893$20.6M1.3%+29,51313F-HRTimeline
BURNEY CO/776,571$20.1M0.71%+33,70213F-HRTimeline
EnRich Financial Partners LLC759,440$19.6M6.54%+53,37613F-HRTimeline
Krilogy Financial LLC758,206$19.6M1.31%+80,50013F-HRTimeline
Straight Path Wealth Management748,771$19.4M7.65%+58,90813F-HRTimeline
Austin Wealth Management, LLC731,405$19.1M3.96%-27,97613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC721,262$19M11.94%013F-HRTimeline
Mattern Wealth Management LLC712,568$18.4M4.06%+90,32913F-HRTimeline
Sageworth Trust Co708,064$18.3M1.13%+48,87713F-HRTimeline
Evanson Asset Management, LLC701,762$18.1M1.24%+44,00913F-HRTimeline
Lutz Financial Services LLC696,651$18M1.46%+103,59913F-HRTimeline
Pine Harbor Wealth Management, LLC694,974$18M7.23%+82,45013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.674,670$17.4M7.09%+133,43213F-HRTimeline
HTG Investment Advisors, Inc.649,730$16.8M7.68%+71,19413F-HRTimeline
Vannoy Advisory Group, Inc.642,120$16.6M12.34%+17,31313F-HRTimeline
SwitchPoint Financial Planning, LLC625,362$16.2M15.47%13F-HRTimeline
Greenspring Advisors, LLC622,754$16.1M3.51%+13,90013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC610,873$15.8M0.36%-75,67213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO605,877$15.7M<0.01%+26,59213F-HRTimelineGroup
Cambridge Financial Group, LLC604,201$15.6M6.68%+60,60813F-HRTimeline
Aveo Capital Partners, LLC602,269$15.6M1.7%+18,60213F-HRTimeline
Private Wealth Management Group, LLC599,660$15.5M5.93%-5,72613F-HRTimeline
Woodward Financial Advisors, Inc.595,889$15.4M7.62%+57,21713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC594,308$15.4M2.22%+20,58413F-HRTimeline
Blume Capital Management, Inc.590,717$15.3M3.43%+1,57513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC588,335$15.2M3.23%+99813F-HRTimeline
ACORN CREEK CAPITAL LLC566,361$14.6M7.52%+38,85713F-HRTimeline
AIRE ADVISORS, LLC537,444$13.9M2.86%+35,59413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC518,575$13.4M5.16%-13,55913F-HRTimeline
One Degree Advisors Inc488,717$13.3M5.43%+39,09913F-HRTimeline
Burk Holdings LLC505,784$13.1M10.57%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC503,581$13M2.17%+6,35213F-HRTimeline
Creative Planningin group Creative Planning501,185$13M0.01%+20,88213F-HRTimelineGroup
VeraBank, N.A.482,280$12.5M3.51%+110,30813F-HRTimeline
Applied Capital LLC470,086$12.1M6.24%+37,18213F-HRTimeline
Vestment Financial LLC468,513$12.1M9.27%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC455,959$11.8M8.81%13F-HRTimeline
Watchman Group, Inc.448,383$11.6M3.04%+1,93213F-HRTimeline
Austin Asset Management Co Inc447,394$11.6M2.3%new13F-HRTimeline
Chicago Partners Investment Group LLC444,221$11.5M0.38%+7,65113F-HRTimeline
Pillar Financial Advisors, LLC445,731$11.5M8.82%13F-HRTimeline
GeoWealth Management, LLC441,369$11.4M0.37%-55,66613F-HRTimeline
Wealth Advisors Northwest LLC435,180$11.2M7.66%13F-HRTimeline
Passive Capital Management, LLC.432,745$11.2M3.94%+27,96313F-HRTimeline
Waypoint Wealth Partners Inc.419,474$10.8M2.96%+8,58313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS409,573$10.6M8.71%+85,61613F-HRTimeline
Cypress Point Wealth Management, LLC408,719$10.6M3.29%+46,22513F-HRTimeline
RCS Financial Planning, LLC407,910$10.5M5.61%-5,68513F-HRTimeline
Heritage Investment Group, Inc.407,283$10.5M1.96%+37,35313F-HRTimeline
Versant Capital Management, Inc403,229$10.4M2.25%+27,77313F-HRTimeline
Gemmer Asset Management LLC402,058$10.4M1.02%-24,71213F-HRTimeline
BCO Wealth Management LLC398,409$10.3M8.56%13F-HRTimeline
Tillman Hartley LLC397,798$10.3M2.95%+7,53613F-HRTimeline
American Investment Services, Inc.391,595$10.1M1.79%+36,25613F-HR/ATimeline
Trust Co of the South389,716$10.1M2.05%+79,71413F-HRTimeline
Hiley Hunt Wealth Management386,101$9.98M5.54%+29,06113F-HRTimeline
Ruedi Wealth Management, Inc.383,834$9.92M3.13%+31,19913F-HRTimeline
Pacific Asset Management, LLC381,858$9.87M9.27%13F-HRTimeline
LifeGuide Financial Advisors, LLC372,355$9.62M4.13%+22,29013F-HRTimeline
Hippocratic Financial Advisors, LLC371,148$9.59M6.67%13F-HRTimeline
Hutchens & Kramer Investment Management…369,643$9.55M5.19%+18,10113F-HRTimeline
QUARRY HILL ADVISORS, LLC366,658$9.48M6.38%+17,17813F-HRTimeline
Integrated Wealth Concepts LLC361,803$9.35M0.11%+251,11513F-HRTimeline
SageOak Financial, LLC353,646$9.14M8.35%13F-HRTimeline
Vantage Point Financial LLC351,833$9.09M4.9%13F-HRTimeline
Mills Wealth Advisors LLC349,422$9.03M5.14%+47,39813F-HRTimeline
Geneos Wealth Management Inc.341,429$8.83M0.31%+25,32413F-HRTimeline
Abel Hall, LLC341,170$8.82M5.62%+13,14113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC338,391$8.75M0.01%-66,48513F-HRTimelineGroup
SCRATCH CAPITAL LLC337,469$8.72M10.65%13F-HRTimeline
Sensible Money, LLC332,657$8.6M3.77%+52,56513F-HRTimeline
Signature Resources Capital Management,…330,883$8.55M7.64%+32513F-HRTimeline
Physician Wealth Solutions Inc.329,673$8.52M4.27%+6,39113F-HRTimeline
Ridgeline Wealth, LLC323,990$8.37M6.82%13F-HRTimeline
Cravens & Co Advisors, LLC309,375$8M6.09%+9,56413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.307,985$7.96M0.02%+40,02113F-HR/ATimelineGroup
Rehmann Capital Advisory Group306,721$7.93M0.5%+2,51413F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC302,776$7.83M5.17%13F-HRTimeline
Sterling Wealth Advisors Inc302,157$7.81M6.13%13F-HRTimeline
North Ridge Wealth Advisors, Inc.296,080$7.65M5.3%-4,10413F-HRTimeline
Financial Harvest, LLC294,189$7.6M6.42%13F-HRTimeline
American Capital Advisory, LLC279,963$7.24M4.01%+24,56013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC279,631$7.23M0.91%+76,85213F-HRTimeline
Hurlow Wealth Management Group, Inc.279,261$7.22M2.25%+64,68013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC269,177$6.96M1.3%+75,46813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC248,651$6.43M3.58%+33,11513F-HRTimeline
Timonier Family Office, LTD.245,137$6.34M3.25%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…241,366$6.24M0.02%+24,51213F-HRTimeline
KOM Wealth Management Group, LLC241,002$6.23M4.6%+15,74513F-HRTimeline
CARDIFF PARK ADVISORS, LLC237,158$6.13M0.58%+1,17113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY232,805$6.02M<0.01%+28,74713F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP230,583$5.96M0.01%+913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC229,065$5.92M0.02%+27,63413F-HRTimeline
Orion Porfolio Solutions, LLC225,976$5.84M0.06%+20,21613F-HRTimeline
Orion Portfolio Solutions, LLC225,976$5.84M0.06%+20,21613F-HRTimeline
Coyle Financial Counsel LLC220,718$5.7M1.81%-17,04913F-HRTimeline
Parkworth Wealth Management, Inc.216,487$5.6M4.65%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT206,592$5.34M2.46%+14,12513F-HRTimeline
Farther Finance Advisors, LLC202,896$5.24M0.19%-7,59613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,474$5.1M<0.01%13F-HR/ATimelineGroup
Tilson Financial Group, Inc.194,632$5.03M2.05%+20,81313F-HRTimeline
Five Oceans Advisors186,820$4.83M2.21%+7,18613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…184,356$4.76M0.27%+47,28013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC183,649$4.75M0.61%+62013F-HRTimeline
Financial Symmetry Inc182,679$4.72M3.2%+60,87413F-HRTimeline
Ariadne Wealth Management, LP170,153$4.63M2.12%+6,14013F-HRTimeline
ENTREWEALTH, LLC164,849$4.62M4.26%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC172,997$4.47M0.1%-30913F-HRTimelineGroup
Family Office Research LLC170,676$4.41M1.93%13F-HRTimeline
Porter White Investment Advisors, Inc.168,984$4.37M2.22%+5,60913F-HRTimeline
Foundation Wealth Management, LLC\PA166,669$4.31M2.09%13F-HRTimeline
Rialto Wealth Management, LLC164,071$4.24M1.4%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC160,582$4.15M1.19%+13,27313F-HRTimeline
JDH Wealth Management, LLC156,304$4.04M3.54%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC154,431$3.99M0.56%-1,77113F-HRTimeline
Longview Financial Advisors LLC151,899$3.93M2.64%13F-HRTimeline
RBF Capital, LLC150,000$3.88M0.2%-10,00013F-HRTimeline
Prospect Financial Group LLC146,445$3.78M4.66%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,001$3.72M0.01%-26,91513F-HRTimelineGroup
Smartleaf Asset Management LLC141,356$3.65M0.37%+11,14313F-HRTimeline
Sowell Financial Services LLC139,874$3.62M0.19%+1,89413F-HRTimeline
Cresset Asset Management, LLC135,700$3.51M0.02%013F-HRTimeline
Waterfront Wealth Inc.131,229$3.39M0.83%+1,17813F-HRTimeline
FMB WEALTH MANAGEMENT125,881$3.25M1.83%+10,92613F-HRTimeline
Michael A. Dubis Financial Planning, LLC122,495$3.17M3.06%13F-HRTimeline
IFP Advisors, Inc122,118$3.16M0.1%+30,86413F-HRTimeline