Dimensional Emerging Core EqDFAEETF
13F holders, Q4 2024 (December 31)514holders +63
34new positions
22sold out
1famous investor
$25.46avg. 13F price*
At the end of Q4 2024, 514 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 63 from Q3 2024. 34 opened new positions and 22 sold out. The largest holders were Essential Planning, LLC. ($411.5M), FMR LLC ($324.4M) and Retirement Systems of Alabama ($321.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Emerging Core Eq
- CUSIP
- 25434V302
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $22.0M |
| Exits | 22 | $34.8M |
All 13F filers, Q3 2024 → Q4 2024: 28,697,043 shares bought and 3,681,402 shares sold, net +25,015,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Essential Planning, LLC. | 2.68% | Add +6263.9% | 15,544,324 | $411.5M |
| FMR LLC | 0.02% | Add +31.0% | 12,788,483 | $324.4M |
| Retirement Systems of Alabama | 1.19% | No change | 12,668,769 | $321.4M |
| Mather Group, Llc. | 2.94% | Add +45.8% | 8,944,939 | $226.9M |
| UBS Group AG | 0.03% | Add +0.4% | 5,280,064 | $134.0M |
| Bank of America Corp. | 0.01% | Add +1.0% | 4,583,599 | $116.3M |
| Foster Group, Inc. | 3.44% | Add +1.6% | 3,553,632 | $90.2M |
| Mariner, LLC | 0.15% | Add +3.5% | 3,413,922 | $86.6M |
| Factory Mutual Insurance Co. | 0.85% | No change | 3,086,900 | $78.3M |
| Wealthspire Advisors, LLC | 0.64% | Add +11.0% | 2,530,427 | $64.2M |
| Cable Hill Partners, LLC | 6.30% | Add +1.1% | 2,463,057 | $62.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 2,419,945 | $61.4M |
| Corient Private Wealth LP | 0.09% | Add +1.6% | 2,175,806 | $55.2M |
| Millburn Ridgefield LLC | 1.19% | Add +13.1% | 1,869,821 | $47.4M |
| Catalyst Capital Advisors LLC | 1.01% | Add +13.1% | 1,869,821 | $47.4M |
| Root Financial Partners, LLC | 5.73% | Add +23.9% | 1,820,815 | $46.2M |
| Creative Planning | 0.04% | Reduce -4.1% | 1,618,182 | $41.1M |
| Falcon Wealth Planning | 4.28% | Add +2.6% | 1,511,576 | $38.3M |
| Focus Partners Wealth | 0.10% | Add +4.0% | 1,461,652 | $37.1M |
| True Link Financial Advisors, LLC | 3.05% | Reduce -7.9% | 1,430,900 | $36.3M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 1,386,580 | $35.2M |
| Evoke Wealth, LLC | 0.94% | Add +2.4% | 1,336,359 | $33.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +37.5% | 1,300,312 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +16.7% | 1,283,197 | $32.6M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -19.9% | 1,282,333 | $32.5M |
| Aquire Wealth Advisors, LLC | 9.36% | Add +5.5% | 1,191,617 | $30.2M |
| Cwm, LLC | 0.12% | Add +4.8% | 1,141,847 | $29.0M |
| TCI Wealth Advisors, Inc. | 2.36% | Add +24.3% | 1,115,590 | $28.3M |
| Great Point Wealth Advisors, LLC | 5.98% | Add +2.9% | 1,077,471 | $27.3M |
| Mission Wealth Management, LP | 0.64% | Reduce -10.9% | 1,053,641 | $26.7M |
| RVW Wealth, LLC | 2.48% | Add +0.9% | 1,046,024 | $26.5M |
| RAM Investment Partners, LLC | 6.39% | Add +9.6% | 1,025,293 | $26.0M |
| West Financial Advisors, LLC | 4.54% | Add +1.8% | 927,328 | $23.5M |
| Ledyard National Bank | 2.20% | Add +15.8% | 922,884 | $23.4M |
| Prime Capital Investment Advisors, LLC | 0.34% | Add +3.5% | 914,556 | $23.2M |
| Cerity Partners LLC | 0.05% | Add +57.3% | 895,123 | $22.7M |
| WPWealth LLP | 4.42% | Add +4.9% | 852,842 | $21.6M |
| Raymond James Financial Inc. | 0.01% | — | 840,586 | $21.3M |
| OneDigital Investment Advisors LLC | 0.24% | Add +16.8% | 803,080 | $20.4M |
| Market Street Wealth Management Advisors LLC | 3.39% | Add +1.6% | 796,884 | $20.2M |
| Aveo Capital Partners, LLC | 2.00% | Reduce -3.0% | 718,425 | $18.2M |
| Diversified Portfolios, Inc. | 1.96% | Add +3.7% | 706,798 | $17.9M |
| HighTower Advisors, LLC | 0.02% | Add +11.3% | 698,001 | $17.7M |
| Founders Financial Securities LLC | 1.59% | Reduce -3.9% | 694,055 | $17.6M |
| Horizon Investments, LLC | 0.50% | Reduce -3.3% | 690,013 | $17.5M |
| Freedom Investment Management, Inc. | 1.45% | Add +0.6% | 687,078 | $17.4M |
| Perigon Wealth Management, LLC | 0.43% | Add +12.2% | 691,617 | $17.4M |
| Avantax Advisory Services, Inc. | 0.11% | Add +1.9% | 674,452 | $17.1M |
| JFS Wealth Advisors, LLC | 1.17% | Reduce -1.2% | 673,699 | $17.1M |
| Morling Financial Advisors, LLC | 5.92% | Add +8.4% | 669,853 | $17.0M |
| Bank of Montreal | 0.01% | Reduce -1.4% | 669,501 | $17.0M |
| Marquette Asset Management, LLC | 2.77% | Add +0.7% | 668,387 | $17.0M |
| Modera Wealth Management, LLC | 0.20% | Add +12.7% | 655,125 | $16.6M |
| Park Avenue Securities LLC | 0.17% | Add +9.7% | 654,372 | $16.6M |
| CPA Asset Management Group, LLC | 7.60% | Add +2.1% | 644,286 | $16.3M |
| Annandale Capital, LLC | 3.05% | Reduce -0.2% | 607,403 | $15.4M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +8.0% | 605,365 | $15.4M |
| Clearstead Advisors, LLC | 0.23% | Add +7.4% | 598,061 | $15.2M |
| Moisand Fitzgerald Tamayo, LLC | 2.12% | Add +0.6% | 590,919 | $15.0M |
| Fiduciary Financial Group, LLC | 3.21% | Add +2.9% | 589,437 | $14.6M |
| Bedel Financial Consulting, Inc. | 2.03% | Add +2.4% | 564,450 | $14.6M |
| Arista Wealth Management, LLC | 3.43% | Add +2.6% | 563,145 | $14.3M |
| Wealth Management Nebraska | 2.30% | — | 558,488 | $14.2M |
| Dynamic Advisor Solutions LLC | 0.60% | Add +3.2% | 545,405 | $13.8M |
| Creative Capital Management Investments LLC | 5.73% | Add +3.3% | 540,030 | $13.7M |
| Pallas Capital Advisors LLC | 0.57% | Reduce -0.4% | 525,840 | $13.3M |
| Cetera Investment Advisers | 0.03% | Reduce -0.3% | 515,489 | $13.1M |
| Colony Family Offices, LLC | 4.07% | Add +1.3% | 510,254 | $12.9M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -52.1% | 501,220 | $12.7M |
| Brighton Jones LLC | 0.36% | Add +17.9% | 487,353 | $12.4M |
| Envision Financial Planning, LLC | 6.38% | Add +1.9% | 486,813 | $12.4M |
| Voisard Asset Management Group, Inc. | 4.08% | Add +2.7% | 481,234 | $12.2M |
| DDFG, Inc | 3.50% | Add +3.2% | 478,249 | $12.1M |
| Collective Family Office LLC | 3.31% | Add +3.0% | 476,094 | $12.1M |
| Efficient Advisors, LLC | 0.78% | Add +8.6% | 475,552 | $12.1M |
| Index Fund Advisors, Inc. | 0.65% | Add +8.1% | 473,470 | $12.0M |
| Physician Wealth Advisors, Inc. | 2.02% | Add +1.8% | 471,923 | $12.0M |
| DiNuzzo Private Wealth, Inc. | 1.48% | Add +1.0% | 461,634 | $11.7M |
| Wescott Financial Advisory Group, LLC | 1.20% | Add +0.6% | 458,170 | $11.6M |
| MML Investors Services, LLC | 0.04% | Reduce -3.1% | 454,936 | $11.5M |
| Great Waters Wealth Management | 1.43% | Reduce -14.7% | 438,615 | $11.1M |
| CFS Investment Advisory Services, LLC | 0.98% | Reduce -0.3% | 432,390 | $11.0M |
| Wealth Dimensions Group, Ltd. | 2.62% | Add +10.5% | 421,326 | $10.7M |
| Avondale Wealth Management | 6.78% | Add +6.8% | 417,118 | $10.6M |
| PBMares Wealth Management LLC | 2.15% | Add +8.5% | 414,112 | $10.5M |
| Private Capital Management LLC | 2.05% | Add +4.5% | 405,676 | $10.3M |
| TCP Asset Management, LLC | 2.18% | Add +4.9% | 389,584 | $9.9M |
| BWM Planning, LLC | 4.29% | Reduce -1.3% | 388,458 | $9.9M |
| Sterling Wealth Management, Inc. | 3.64% | Add +9.6% | 388,160 | $9.8M |
| Chico Wealth RIA | 8.60% | Add +3.1% | 387,873 | $9.8M |
| NorthCoast Asset Management LLC | 0.05% | Add +39.5% | 383,899 | $9.7M |
| Betterment LLC | 0.02% | Add +10.1% | 371,348 | $9.4M |
| LPL Financial LLC | 0.00% | Add +19.6% | 371,249 | $9.4M |
| Evergreen Capital Management LLC | 0.31% | Add +0.7% | 369,590 | $9.4M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -16.1% | 367,958 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.3% | 367,801 | $9.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.46% | Add +1.9% | 365,391 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -1.5% | 365,249 | $9.3M |
| Austin Wealth Management, LLC | 1.92% | Add +14.0% | 364,445 | $9.3M |
| Awm Capital, LLC | 1.13% | Reduce -0.5% | 364,771 | $9.3M |
| Confluence Wealth Services, Inc. | 0.59% | Add +30.6% | 352,523 | $9.1M |
| SC&H Financial Advisors, Inc. | 1.86% | Add +6.0% | 355,251 | $9.0M |
| Newman Dignan & Sheerar, Inc. | 2.26% | Add +2.0% | 347,586 | $8.8M |
| Diversify Wealth Management, LLC | 0.67% | Add +1.9% | 345,245 | $8.6M |
| Bridgewater Advisors Inc. | 0.89% | Add +1.7% | 341,062 | $8.5M |
| Exencial Wealth Advisors, LLC | 0.31% | Add +5.8% | 327,607 | $8.3M |
| Vawter Financial, Ltd. | 4.89% | Add +2.6% | 320,693 | $8.1M |
| Plan Group Financial, LLC | 4.22% | Add +0.2% | 314,926 | $8.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.23% | Add +22.3% | 312,058 | $7.9M |
| Stadion Money Management, LLC | 0.62% | Reduce -2.5% | 310,691 | $7.9M |
| Wealthquest Corp | 0.63% | Add +10.2% | 306,417 | $7.8M |
| Perritt Capital Management Inc | 3.77% | Add +1.4% | 285,993 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.3% | 285,207 | $7.2M |
| Captrust Financial Advisors | 0.02% | Reduce -3.9% | 282,244 | $7.2M |
| Beaird Harris Wealth Management, LLC | 0.61% | Reduce -1.1% | 278,663 | $7.1M |
| Towneley Capital Management, Inc / DE | 1.67% | Add +0.9% | 277,850 | $7.0M |
| Allodium Investment Consultants, LLC | 5.86% | — | 276,668 | $7.0M |
| AA Financial Advisors, LLC | 1.84% | Add +15.4% | 272,739 | $6.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +2.6% | 266,035 | $6.7M |
| Cresset Asset Management, LLC | 0.03% | Add +0.1% | 264,569 | $6.7M |
| AE Wealth Management LLC | 0.06% | Add +12.7% | 260,273 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Add +47.5% | 256,154 | $6.5M |
| Quantum Financial Advisors, LLC | 0.99% | Add +72.3% | 254,748 | $6.5M |
| Atria Investments, Inc | 0.08% | Add +498.8% | 251,651 | $6.4M |
| SOL Capital Management CO | 0.71% | Reduce -11.5% | 250,843 | $6.4M |
| Tortoise Investment Management, LLC | 0.67% | Add +18.0% | 250,818 | $6.4M |
| MAI Capital Management | 0.05% | Add +9.0% | 248,596 | $6.3M |
| Archford Capital Strategies, LLC | 0.95% | Add +29.9% | 246,859 | $6.3M |
| Catalyst Private Wealth, LLC | 2.75% | Add +4.4% | 243,741 | $6.2M |
| Cassady Schiller Wealth Management, LLC | 2.27% | Add +32.0% | 243,660 | $6.2M |
| tru Independence LLC | 1.93% | Add +4.2% | 242,276 | $6.1M |
| Forum Private Client Group LLC | 2.73% | Add +1.9% | 241,411 | $6.1M |
| Financial Alternatives, Inc | 4.27% | Add +2.3% | 238,841 | $6.1M |
| Jackson Thornton Wealth Management, LLC | 0.76% | Add +12.6% | 235,936 | $6.0M |
| Shore Point Advisors, LLC | 3.12% | Reduce -26.4% | 229,030 | $5.8M |
| Legacy Financial Group, Inc. | 1.87% | Reduce -0.1% | 228,565 | $5.8M |
| Monument Group Wealth Advisors, LLC | 4.04% | Reduce -16.4% | 224,871 | $5.7M |
| FinDec Wealth Services, Inc. | 3.94% | Reduce -8.8% | 223,814 | $5.7M |
| Larson Financial Group LLC | 0.29% | Reduce -9.8% | 223,043 | $5.7M |
| DecisionPoint Financial, LLC | 1.68% | Add +5.2% | 217,276 | $5.5M |
| Rappaport Reiches Capital Management, LLC | 1.39% | Add +6.3% | 212,800 | $5.4M |
| Sterling Wealth Advisors Inc | 4.18% | — | 210,010 | $5.3M |
| Oceanside Advisors LLC | 3.96% | Add +4.0% | 209,382 | $5.3M |
| Pinnacle Associates Ltd. | 0.07% | Reduce -3.4% | 208,150 | $5.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.49% | Add +0.8% | 208,045 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 206,271 | $5.2M |
| Advisory Alpha, LLC | 0.19% | Add +3.1% | 205,604 | $5.2M |
| Enterprise Bank & Trust Co | 1.68% | New | 200,637 | $5.1M |
| Graver Capital Management, LLC | 5.28% | — | 199,342 | $5.1M |
| Trinity Financial Advisors LLC | 1.91% | Add +89.7% | 198,560 | $5.0M |
| McMill Wealth Management | 2.03% | — | 197,462 | $5.0M |
| Disciplined Investments, LLC | 2.42% | Add +7.1% | 193,564 | $4.9M |
| Curio Wealth, LLC | 2.61% | — | 190,976 | $4.8M |
| Heritage Wealth Management, Inc./Texas | 2.84% | Add +13.7% | 190,096 | $4.8M |
| PCA Investment Advisory Services Inc. | 2.16% | Reduce -12.0% | 183,708 | $4.7M |
| Midwest Heritage Bank, FSB | 2.11% | Add +5.6% | 179,308 | $4.5M |
| Sutton Place Investors LLC | 2.62% | Add +16.8% | 178,136 | $4.5M |
| Colorado Capital Management, Inc. | 2.19% | Add +61.9% | 178,107 | $4.5M |
| GEM Asset Management, LLC | 2.51% | Reduce -16.0% | 177,625 | $4.5M |
| Keb Asset Management, LLC | 1.27% | Add +1.9% | 173,357 | $4.4M |
| Ledgewood Wealth Advisors, LLC | 2.83% | Add +4.6% | 172,884 | $4.4M |
| Sageworth Trust Co | 0.27% | Reduce -0.8% | 171,785 | $4.4M |
| Integrity Wealth Solutions LLC | 2.40% | Add +4.2% | 168,950 | $4.3M |
| Fort Henry Capital, LLC | 3.06% | Add +5.1% | 168,678 | $4.3M |
| Willow Creek Wealth Management Inc. | 0.44% | Add +2.0% | 168,515 | $4.3M |
| Pure Portfolios Holdings LLC | 1.57% | Add +7.0% | 166,745 | $4.2M |
| IAG Wealth Partners, LLC | 0.71% | New | 158,868 | $4.0M |
| Pettinga Financial Advisors LLC | 0.89% | Reduce -1.6% | 155,278 | $3.9M |
| SIMA Wealth Partners, LLC | 3.31% | Add +1.3% | 153,733 | $3.9M |
| Two West Capital Advisors LLC | 3.32% | Reduce -5.3% | 152,777 | $3.9M |
| Seven Mile Advisory | 2.44% | Reduce -8.6% | 150,530 | $3.8M |
| Bannerman Wealth Management Group, LLC | 3.14% | — | 149,493 | $3.8M |
| Aegis Wealth Management LLC | 2.52% | — | 146,720 | $3.7M |
| Andrews, Lucia Wealth Management LLC | 2.47% | Add +0.2% | 134,940 | $3.7M |
| Builder Investment Group Inc. | 0.97% | Add +1.6% | 140,123 | $3.6M |
| FMB Wealth Management | 2.00% | Add +0.2% | 139,626 | $3.5M |
| Security Financial Services, INC. | 0.71% | Add +58.6% | 137,957 | $3.5M |
| Sax Wealth Advisors, LLC | 0.27% | Add +16.5% | 136,300 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 136,137 | $3.5M |
| GeoWealth Management, LLC | 0.11% | Reduce -10.0% | 135,128 | $3.4M |
| One Capital Management, LLC | 0.11% | Add +0.8% | 134,592 | $3.4M |
| PFG Advisors | 0.21% | Add +8.0% | 132,856 | $3.4M |
| Vermillion Wealth Management, Inc. | 1.70% | — | 130,934 | $3.3M |
| Daner Wealth Management, LLC | 2.35% | — | 123,997 | $3.2M |
| Prudent Man Investment Management, Inc. | 1.76% | — | 125,616 | $3.2M |
| Plancorp, LLC | 0.13% | Add +98.0% | 125,394 | $3.2M |
| MBA Advisors LLC | 1.58% | Add +4.4% | 122,665 | $3.1M |
| 1900 Wealth Management LLC | 0.26% | Reduce -4.2% | 122,360 | $3.1M |
| Martin Worley Group | 1.92% | — | 121,058 | $3.1M |
| Burton Enright Welch | 0.63% | Add +1.0% | 118,936 | $3.0M |
| Glass Jacobson Investment Advisors llc | 0.98% | Reduce -0.8% | 117,134 | $3.0M |
| Navigoe, LLC | 2.86% | — | 115,294 | $2.9M |
| Northwest Wealth Management, LLC | 0.62% | Add +0.7% | 115,041 | $2.9M |
| IFP Advisors, Inc | 0.09% | Add +4.0% | 113,575 | $2.9M |
| Parkshore Wealth Management, Inc. | 1.72% | — | 113,019 | $2.9M |
| Level Financial Advisors | 1.05% | Reduce -11.6% | 112,497 | $2.9M |
| Blue Trust, Inc. | 0.04% | Add +66.2% | 109,604 | $2.8M |
| Apella Capital, LLC | 0.10% | Reduce -1.8% | 106,675 | $2.7M |
| Bay Harbor Wealth Management, LLC | 0.85% | Add +17.1% | 103,118 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -3.7% | 101,149 | $2.6M |
| Baker Boyer National Bank | 0.88% | Reduce -3.5% | 100,766 | $2.6M |
| Waterfront Wealth Inc. | 0.60% | Add +1.1% | 96,313 | $2.4M |
| RCS Financial Planning, LLC | 1.28% | Reduce -8.8% | 94,803 | $2.4M |
| Allworth Financial LP | 0.01% | Add +40.5% | 92,579 | $2.4M |
| Financial Symmetry Inc | 1.61% | Reduce -1.7% | 93,281 | $2.4M |
| Jacobi Capital Management LLC | 0.18% | Add +22.0% | 92,793 | $2.4M |
| Linscomb Wealth, Inc. | 0.12% | Add +13.6% | 92,348 | $2.3M |
| RFG Advisory, LLC | 0.07% | Reduce -0.7% | 91,742 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -7.8% | 90,349 | $2.3M |
| Tillman Hartley LLC | 0.64% | Reduce -0.6% | 88,298 | $2.2M |
| Breakwater Capital Group | 0.44% | Add +10.9% | 86,316 | $2.2M |
| Tru Independence Asset Management 2, LLC | 1.81% | Reduce -25.4% | 85,890 | $2.2M |
| Lodestone Wealth Management LLC | 1.08% | Add +0.3% | 84,960 | $2.2M |
| Timonier Family Office, LTD. | 1.09% | — | 84,080 | $2.1M |
| Wingate Wealth Advisors, Inc. | 2.04% | — | 81,793 | $2.1M |
| Entrewealth, LLC | 1.89% | — | 74,237 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.56% | Reduce -8.4% | 80,488 | $2.0M |
| Claris Advisors, LLC / Mo / | 0.76% | Add +13.3% | 79,953 | $2.0M |
| CGN Advisors LLC | 0.20% | Add +16.5% | 79,626 | $2.0M |
| Heritage Financial Services, LLC | 0.27% | Add +15.9% | 78,766 | $2.0M |
| AQR Capital Management | 0.00% | Add +18.2% | 78,706 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -11.4% | 78,702 | $2.0M |
| Adero Partners, LLC | 0.13% | No change | 78,661 | $2.0M |
| Versant Capital Management, Inc | 0.43% | Add +8.3% | 77,966 | $2.0M |
| Factor Wealth Management LTD | 0.65% | — | 76,925 | $2.0M |
| Heritage Wealth Management, Inc. | 1.65% | Reduce -24.5% | 76,034 | $1.9M |
| Evanson Asset Management, LLC | 0.13% | Add +6.1% | 75,153 | $1.9M |
| Penobscot Wealth Management | 0.87% | Add +0.8% | 74,786 | $1.9M |
| Note Advisors, LLC | 1.68% | — | 74,563 | $1.9M |
| First Financial Group Corp | 2.04% | — | 72,799 | $1.8M |
| ArborFi Advisors, LLC | 1.85% | — | 72,572 | $1.8M |
| Vance Wealth, LLC | 0.70% | Add +9.0% | 71,530 | $1.8M |
| Elser Financial Planning, Inc | 0.11% | New | 70,397 | $1.8M |
| American Capital Advisory, LLC | 0.98% | Add +7.3% | 69,786 | $1.8M |
| Total Wealth Planning, LLC | 0.28% | Add +0.1% | 69,674 | $1.8M |
| City State Bank | 0.62% | Add +1.6% | 68,979 | $1.7M |
| Yoder Wealth Management, Inc. | 0.97% | Add +1.5% | 68,975 | $1.7M |
| Cordgrass Capital Advisors, LLC | 0.51% | Add +0.8% | 68,687 | $1.7M |
| Gradient Capital Advisors, LLC | 0.56% | Add +4.8% | 68,450 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -79.1% | 67,840 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +97.5% | 67,711 | $1.7M |
| AdvisorNet Financial, Inc | 0.14% | Add +6.4% | 67,567 | $1.7M |
| Mustard Seed Financial, LLC | 1.38% | Add +12.4% | 67,179 | $1.7M |
| Dopkins Wealth Management, LLC | 0.87% | Add +487.0% | 67,126 | $1.7M |
| Valued Wealth Advisors LLC | 1.06% | Add +19.0% | 66,993 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -2.1% | 66,920 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 66,281 | $1.7M |
| Hutchinson Capital Management | 0.32% | Add +3.6% | 66,201 | $1.7M |
| Lauer Wealth, LLC | 1.12% | Reduce -0.5% | 66,069 | $1.7M |
| Savant Capital, LLC | 0.01% | Add +7.8% | 65,509 | $1.7M |
| 180 Wealth Advisors, LLC | 0.26% | Add +11.3% | 65,230 | $1.7M |
| Burk Holdings LLC | 1.34% | — | 65,142 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.65% | Add +1.2% | 64,983 | $1.6M |
| Beta Wealth Group, Inc. | 0.73% | Add +1.1% | 64,963 | $1.6M |
| Mills Wealth Advisors LLC | 0.93% | Add +29.6% | 64,551 | $1.6M |
| HFG Wealth Management, LLC | 1.06% | Reduce -6.7% | 59,387 | $1.6M |
| Cardiff Park Advisors, LLC | 0.15% | Add +0.2% | 63,671 | $1.6M |
| Keebeck Wealth Management | 0.23% | No change | 63,612 | $1.6M |
| Clarity Capital Advisors, LLC | 1.08% | Add +5.2% | 63,343 | $1.6M |
| Aviance Capital Partners, LLC | 0.22% | Reduce -1.1% | 63,181 | $1.6M |
| Syverson Strege & Co | 0.53% | Add +2.5% | 62,203 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.49% | Add +0.3% | 62,073 | $1.6M |
| M Wealth Management, LLC | 1.43% | — | 61,851 | $1.6M |
| Cannon Financial Strategists, Inc. | 0.27% | Add +31.5% | 61,827 | $1.6M |
| Investmark Advisory Group LLC | 0.76% | Reduce -0.8% | 60,903 | $1.5M |
| PrairieView Partners, LLC | 0.16% | Add +3.7% | 60,315 | $1.5M |
| Zhang Financial LLC | 0.09% | Add +0.5% | 60,215 | $1.5M |
| Eclectic Associates Inc. | 0.44% | Add +204.6% | 59,201 | $1.5M |
| Moody National Bank Trust Division | 0.16% | New | 58,884 | $1.5M |
| Cahill Wealth Management, LLC | 0.76% | Add +2.6% | 58,856 | $1.5M |
| Porter White Investment Advisors, Inc. | 0.75% | Add +0.1% | 58,310 | $1.5M |
| Sollinda Capital Management LLC | 0.40% | Add +5.5% | 57,603 | $1.5M |
| Waddell & Associates, LLC | 0.15% | Add +1.1% | 57,381 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.70% | Reduce -1.2% | 56,223 | $1.4M |
| AlTi Global, Inc. | 0.03% | No change | 54,900 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.2% | 54,680 | $1.4M |
| American Investment Services, Inc. | 0.24% | Add +0.7% | 54,556 | $1.4M |
| Meritas Wealth Management, LLC | 0.82% | Reduce -10.6% | 53,843 | $1.4M |
| Vestment Financial LLC | 1.04% | — | 53,737 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.50% | Reduce -0.1% | 51,825 | $1.3M |
| CVA Family Office, LLC | 0.20% | Reduce -14.9% | 49,366 | $1.3M |
| Oder Investment Management, LLC | 1.04% | Add +9.6% | 49,283 | $1.3M |
| Beckerman Institutional, LLC | 0.97% | Add +6.8% | 47,823 | $1.2M |
| Vermillion & White Wealth Management Group, LLC | 0.87% | Add +4.1% | 46,418 | $1.2M |
| Cambridge Financial Group, LLC | 0.50% | Add +6.6% | 46,127 | $1.2M |
| Oak Wealth Advisors LLC | 0.89% | — | 45,359 | $1.2M |
| Vantage Point Financial LLC | 0.62% | — | 44,999 | $1.1M |
| Arcadia Wealth Management, LLC | 0.58% | Add +70.2% | 44,845 | $1.1M |
| Parkwoods Wealth Partners, LLC | 0.89% | Add +138.4% | 44,300 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.26% | Add +0.1% | 43,845 | $1.1M |
| Gemmer Asset Management LLC | 0.11% | Add +21.8% | 43,567 | $1.1M |
| Pacific Asset Management, LLC | 1.04% | — | 43,554 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -1.1% | 39,624 | $1.0M |
| Cypress Point Wealth Management, LLC | 0.31% | Add +0.1% | 39,390 | $999K |
| Okabena Investment Services Inc. | 0.28% | Reduce -24.9% | 39,109 | $992K |
| Mutual Advisors, LLC | 0.03% | Add +16.6% | 39,221 | $988K |
| Wealth Advisors Northwest LLC | 0.67% | — | 38,758 | $983K |
| Avantax Planning Partners, Inc. | 0.04% | New | 38,273 | $971K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -25.2% | 37,962 | $961K |
| Sprinkle Financial Consultants LLC | 0.65% | Add +0.6% | 37,832 | $960K |
| Elevation Wealth Partners, LLC | 0.40% | New | 36,993 | $939K |
| Medallion Wealth Advisors, LLC | 0.46% | — | 36,813 | $934K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 36,647 | $930K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.1% | 36,647 | $930K |
| Comerica Bank | 0.00% | Add +7.8% | 36,577 | $928K |
| Shearwater Capital LLC | 0.62% | No change | 35,856 | $910K |
| Krilogy Financial LLC | 0.06% | No change | 35,744 | $907K |
| Saxony Capital Management, LLC | 0.80% | Reduce -42.2% | 35,672 | $905K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -42.5% | 35,583 | $903K |
| Wealthfront Advisers LLC | 0.00% | Add +14.8% | 35,258 | $894K |
| Lam Group, Inc. | 0.64% | Add +25.3% | 35,155 | $892K |
| Morton Capital Management LLC | 0.17% | Reduce -3.3% | 34,955 | $887K |
| Landmark Wealth Management, Inc. | 0.43% | Reduce -9.6% | 34,805 | $883K |
| L & S Advisors Inc | 0.11% | Reduce -5.0% | 34,717 | $881K |
| Baird Financial Group, Inc. | 0.00% | Reduce -40.3% | 34,267 | $869K |
| Retirement Guys Formula LLC | 0.43% | Reduce -12.9% | 33,442 | $848K |
| Foster & Motley Inc. | 0.06% | Reduce -1.8% | 33,374 | $847K |
| ARK & TLK Investments, LLC | 0.29% | Reduce -1.4% | 33,254 | $844K |
| Avior Wealth Management, LLC | 0.03% | Reduce -20.6% | 32,486 | $824K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +53618.6% | 31,694 | $804K |
| Flagstone Financial Management | 0.27% | No change | 31,663 | $803K |
| Archer Investment Management, LLC | 0.46% | — | 29,550 | $750K |
| Ameritas Advisory Services, LLC | 0.03% | Add +15.8% | 28,726 | $729K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -44.6% | 28,038 | $711K |
| Lauterbach Financial Advisors, LLC | 0.43% | Add +0.6% | 27,872 | $707K |
| Level Wealth Management LLC | 0.50% | — | 27,844 | $706K |
| CarsonAllaria Wealth Management, Ltd. | 0.40% | Reduce -0.9% | 27,779 | $705K |
| DBK Financial Counsel, LLC | 0.70% | Add +11.4% | 27,350 | $694K |
| WMS Partners, LLC | 0.04% | Reduce -0.3% | 27,174 | $689K |
| Tanager Wealth Management LLP | 0.09% | Reduce -6.5% | 26,883 | $682K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -23.4% | 26,801 | $680K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +0.6% | 26,610 | $675K |
| Montis Financial, LLC | 0.20% | Add +5.0% | 25,259 | $641K |
| Cordant, Inc. | 0.33% | Reduce -4.6% | 25,079 | $636K |
| Highland Financial Advisors, LLC | 0.22% | No change | 25,014 | $635K |
| Lincoln Capital Corp. | 0.26% | New | 24,675 | $626K |
| Morgan Stanley | 0.00% | Add +72.1% | 24,417 | $619K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -0.3% | 24,209 | $614K |
| Principal Securities, Inc. | 0.01% | Add +8.7% | 23,851 | $605K |
| Lynx Investment Advisory | 0.41% | Add +14.7% | 23,526 | $597K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $596K |
| Firethorn Wealth Partners, LLC | 0.29% | Add +40.1% | 23,001 | $584K |
| Valeo Financial Advisors, LLC | 0.02% | Add +4.8% | 22,996 | $583K |
| Private Trust Co. NA | 0.06% | Reduce -0.8% | 22,781 | $578K |
| NewEdge Advisors, LLC | 0.00% | Add +32.5% | 22,392 | $568K |
| Eaton-Cambridge Inc. | 0.25% | No change | 22,163 | $562K |
| IFG Advisory, LLC | 0.03% | New | 22,128 | $561K |
| Tranquility Partners, LLC | 0.21% | Reduce -9.7% | 22,113 | $561K |
| Truist Financial Corp. | 0.00% | Add +10.8% | 21,375 | $542K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.6% | 21,177 | $537K |
| SpringVest Wealth Management LLC | 0.46% | — | 20,948 | $531K |
| Alkeme Wealth, LLC | 0.24% | Add +4.2% | 20,283 | $515K |
| USAdvisors Wealth Management, LLC | 0.17% | Add +4.2% | 20,110 | $510K |
| Longview Financial Advisors LLC | 0.34% | — | 19,705 | $500K |
| Signature Resources Capital Management, LLC | 0.45% | Reduce -7.4% | 19,684 | $499K |
| Fort Vancouver Investment Management, LLC | 0.42% | No change | 19,632 | $498K |
| Cowa, LLC | 0.24% | Add +6.2% | 19,431 | $493K |
| CLG LLC | 0.18% | — | 19,350 | $491K |
| Eastover Investment Advisors LLC | 0.23% | No change | 19,095 | $484K |
| Rather & Kittrell, Inc. | 0.11% | Add +14.9% | 18,260 | $463K |
| Samalin Investment Counsel, LLC | 0.20% | Reduce -11.6% | 18,254 | $463K |
| Fortress Wealth Management, Inc. | 0.22% | Add +5.2% | 17,571 | $446K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 17,274 | $438K |
| Optima Capital LLC | 0.30% | — | 16,940 | $430K |
| Presidio Capital Management, LLC | 0.23% | Add +12.0% | 16,817 | $427K |
| Clark Asset Management, LLC | 0.08% | New | 16,752 | $425K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 16,546 | $420K |
| Abel Hall, LLC | 0.26% | Reduce -2.9% | 16,380 | $416K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -2.0% | 16,274 | $413K |
| Quarry Hill Advisors, LLC | 0.28% | Add +0.2% | 16,218 | $411K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +363.0% | 16,172 | $410K |
| SJS Investment Consulting Inc. | 0.07% | No change | 16,010 | $406K |
| Ascentis Independent Advisors | 0.08% | Add +1.5% | 15,926 | $404K |
| Ruedi Wealth Management, Inc. | 0.13% | Reduce -3.4% | 15,802 | $401K |
| Lionshead Wealth Management, LLC | 0.29% | — | 15,789 | $401K |
| Invst, LLC | 0.05% | Add +28.8% | 15,771 | $400K |
| Wells Fargo & Company | 0.00% | Add +195.0% | 15,713 | $399K |
| Novak & Powell Financial Services, Inc. | 0.24% | New | 14,413 | $397K |
| VanderPol Investments L.L.C. | 0.87% | Reduce -35.5% | 15,616 | $396K |
| Morris Financial Concepts, Inc. | 0.17% | Add +122.6% | 15,499 | $393K |
| IFG Advisors, LLC | 0.08% | Add +1.0% | 15,462 | $392K |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,436 | $392K |
| Aire Advisors, LLC | 0.08% | Add +1.3% | 15,253 | $387K |
| Prosperity Planning, Inc. | 0.17% | Reduce -5.1% | 14,924 | $379K |
| Financial Harvest, LLC | 0.31% | — | 14,624 | $371K |
| Townsquare Capital LLC | 0.00% | Add +0.7% | 14,475 | $367K |
| SwitchPoint Financial Planning, LLC | 0.35% | — | 14,290 | $363K |
| Lifeworks Advisors, LLC | 0.06% | Add +2.8% | 13,922 | $353K |
| Infinity Wealth Counsel, LLC | 0.38% | — | 13,910 | $353K |
| Heritage Investment Group, Inc. | 0.07% | New | 13,845 | $351K |
| Balanced Rock Investment Advisors LLC | 0.27% | New | 13,640 | $346K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -6.4% | 13,526 | $343K |
| D.A. Davidson & Co. | 0.00% | Reduce -37.8% | 13,178 | $334K |
| Canopy Partners, LLC | 0.13% | Add +0.1% | 13,147 | $334K |
| Mairs & Power Inc. | 0.00% | New | 12,527 | $318K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.3% | 12,404 | $315K |
| Elevate Wealth Advisory, Inc. | 0.23% | Add +23.0% | 12,259 | $311K |
| G2 Capital Management, LLC / Oh | 0.09% | Add +2.7% | 12,015 | $305K |
| Abacus Planning Group, Inc. | 0.05% | Add +0.3% | 11,995 | $304K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -12.3% | 11,980 | $304K |
| Helium Advisors LLC | 0.24% | — | 11,919 | $302K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | New | 11,886 | $302K |
| Maryland Capital Advisors Inc. | 0.14% | Reduce -0.2% | 11,884 | $301K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 11,805 | $300K |
| Drive Wealth Management, LLC | 0.07% | Reduce -17.6% | 11,769 | $299K |
| Websterrogers Financial Advisors, LLC | 0.10% | No change | 11,749 | $298K |
| NewEdge Wealth, LLC | 0.01% | New | 11,692 | $297K |
| Pinnacle Family Advisors, LLC | 0.14% | Add +1.6% | 11,623 | $295K |
| Hill Investment Group Partners, LLC | 0.04% | Add +1.2% | 11,460 | $291K |
| Earned Wealth Advisors, LLC | 0.09% | Add +9.9% | 11,433 | $290K |
| Sincerus Advisory, LLC | 0.31% | — | 11,369 | $288K |
| L.K. Benson & Company, P.C. | 0.20% | — | 11,364 | $288K |
| Altiora Financial Group, LLC | 0.06% | New | 11,300 | $287K |
| Wedmont Private Capital | 0.01% | No change | 11,075 | $275K |
| Compass Ion Advisors, LLC | 0.03% | Add +3.5% | 10,735 | $272K |
| Investment Advisory Group, LLC | 0.09% | Reduce -40.2% | 10,581 | $268K |
| Matisse Capital | 0.13% | No change | 10,252 | $260K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 10,191 | $259K |
| Corrigan Financial, Inc. | 0.06% | Add +0.5% | 10,143 | $257K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -2.7% | 10,120 | $257K |
| Safeguard Financial, LLC | 0.06% | New | 10,085 | $256K |
| Magnolia Private Wealth, LLC | 0.22% | — | 9,900 | $251K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 9,876 | $251K |
| Kraft Asset Management, LLC | 0.19% | Add +22.4% | 9,888 | $249K |
| Vestia Personal Wealth Advisors | 0.20% | Add +0.6% | 9,572 | $243K |
| Stewardship Advisors, LLC | 0.07% | Add +12.8% | 9,412 | $239K |
| AssuredPartners Investment Advisors, LLC | 0.05% | — | 9,388 | $238K |
| Pillar Financial Advisors, LLC | 0.18% | — | 9,329 | $237K |
| C M Bidwell & Associates Ltd. | 0.14% | Reduce -2.4% | 9,222 | $234K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 9,119 | $231K |
| Good Life Advisors, LLC | 0.02% | Add +15.6% | 9,038 | $229K |
| VSM Wealth Advisory, LLC | 0.08% | — | 8,872 | $225K |
| Caprock Group, LLC | 0.01% | No change | 8,861 | $225K |
| Passive Capital Management, LLC. | 0.08% | Reduce -0.1% | 8,814 | $224K |
| Garrison Point Advisors, LLC | 0.11% | Add +6.2% | 8,795 | $223K |
| Simplicity Wealth,LLC | 0.05% | New | 8,795 | $223K |
| Greenspring Advisors, LLC | 0.05% | No change | 8,662 | $220K |
| Corus Family Wealth Advisors | 0.15% | New | 8,643 | $219K |
| Marshall Financial Group, LLC | 0.05% | Reduce -10.8% | 8,628 | $219K |
| Foundation Wealth Management, LLC\PA | 0.10% | — | 8,453 | $214K |
| Emprise Bank | 0.12% | New | 8,450 | $214K |
| Scratch Capital LLC | 0.26% | — | 8,440 | $214K |
| Burney Co./ | 0.01% | Reduce -0.3% | 8,348 | $212K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 8,042 | $204K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -3.9% | 7,890 | $200K |
| HM Payson & Co. | 0.00% | Add +21.5% | 7,571 | $192K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +83.0% | 7,282 | $183K |
| Rialto Wealth Management, LLC | 0.05% | — | 6,113 | $155K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,932 | $150K |
| US Bancorp \de | 0.00% | Add +0.7% | 5,885 | $149K |
| Blume Capital Management, Inc. | 0.03% | No change | 5,800 | $147K |
| Parkworth Wealth Management, Inc. | 0.12% | — | 5,449 | $138K |
| Pinney & Scofield, Inc. | 0.10% | — | 5,376 | $136K |
| Red Lighthouse Investment Management, LLC | 0.05% | Reduce -10.5% | 4,994 | $127K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 4,080 | $104K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $90K |
| Empirical Asset Management, LLC | 0.03% | New | 85,247 | $85K |
| Sanctuary Wealth Management, L.L.C. | 0.05% | No change | 3,246 | $82K |
| Hurley Capital, LLC | 0.06% | — | 2,851 | $73K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.2% | 2,451 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,455 | $62K |
| Asset Dedication, LLC | 0.00% | Reduce -10.9% | 2,412 | $61K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 2,111 | $54K |
| Assetmark, Inc. | 0.00% | Add +550.5% | 1,945 | $49K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -46.6% | 1,579 | $40K |
| 10Elms LLP | 0.05% | — | 1,500 | $38K |
| BlackRock, Inc. | 0.00% | New | 1,428 | $36K |
| Glassman Wealth Services | 0.01% | No change | 1,340 | $34K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,305 | $33K |
| Global Retirement Partners, LLC | 0.00% | Add +8.3% | 1,275 | $32K |
| Redwood Park Advisors LLC | 0.03% | — | 1,177 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $27K |
| Eagle Bay Advisors LLC | 0.02% | No change | 1,078 | $27K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +160.7% | 1,040 | $26K |
| Financial Gravity Companies, Inc. | 0.01% | Reduce -1.3% | 868 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | Add +1.7% | 844 | $21K |
| Heck Capital Advisors, LLC | 0.00% | No change | 807 | $20K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $19K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.3% | 635 | $16K |
| Howe & Rusling Inc. | 0.00% | Add +2.5% | 572 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +50.0% | 495 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 447 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.5% | 391 | $10K |
| TruNorth Capital Management, LLC | 0.00% | No change | 368 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $9K |
| Spire Wealth Management | 0.00% | Reduce -41.0% | 354 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 320 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 350 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 293 | $7K |
| MGB Wealth Management, LLC | 0.00% | New | 290 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 254 | $6K |
| Ancora Advisors LLC | 0.00% | Add +2250.0% | 235 | $6K |
| Synergy Investment Management, LLC | 0.00% | — | 205 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 200 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 193 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -49.9% | 181 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -49.9% | 181 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.0% | 167 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.4% | 159 | $4K |
| Orion Capital Management LLC | 0.00% | New | 141 | $4K |
| Salem Investment Counselors Inc. | 0.00% | Add +122.6% | 138 | $4K |
| Centennial Bank | 0.00% | New | 133 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.8% | 128 | $3K |
| West Branch Capital LLC | 0.00% | No change | 125 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 96 | $2K |
| Spurstone Advisory Services, LLC | 0.05% | — | 96 | $2K |
| Transce3nd, LLC | 0.00% | — | 94 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $780 |
| NorthRock Partners, LLC | 0.00% | New | 15 | $381 |
| Golden State Wealth Management, LLC | 0.00% | — | 12 | $304 |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $152 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $132 |
| Kings Path Partners LLC | 0.00% | No change | 2 | $51 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.