Dimensional Emerging Core EqDFAEETF
13F holders, Q1 2025 (March 31)527holders +13
43new positions
29sold out
1famous investor
$25.92avg. 13F price*
At the end of Q1 2025, 527 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 13 from Q4 2024. 43 opened new positions and 29 sold out. The largest holders were Retirement Systems of Alabama ($328.0M), Mather Group, Llc. ($275.7M) and FMR LLC ($274.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $72.9M |
| Exits | 29 | $16.3M |
All 13F filers, Q4 2024 → Q1 2025: 13,648,367 shares bought and 21,380,652 shares sold, net −7,732,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| Retirement Systems of Alabama | 1.28% | No change | 12,668,769 | $328.0M |
| Mather Group, Llc. | 3.19% | Add +19.1% | 10,648,826 | $275.7M |
| FMR LLC | 0.02% | Reduce -17.0% | 10,619,595 | $274.9M |
| UBS Group AG | 0.04% | Add +16.2% | 6,135,145 | $158.8M |
| Bank of America Corp. | 0.01% | Add +3.2% | 4,729,474 | $122.4M |
| Mariner, LLC | 0.16% | Add +10.3% | 3,764,583 | $97.5M |
| Foster Group, Inc. | 3.49% | Add +1.5% | 3,606,350 | $93.4M |
| Factory Mutual Insurance Co. | 0.93% | No change | 3,086,900 | $79.9M |
| Wealthspire Advisors, LLC | 0.40% | Add +2.7% | 2,597,661 | $67.3M |
| Cable Hill Partners, LLC | 6.39% | Add +2.3% | 2,519,591 | $65.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 2,296,008 | $59.4M |
| Root Financial Partners, LLC | 5.74% | Add +14.2% | 2,078,756 | $53.8M |
| Corient Private Wealth LP | 0.08% | Reduce -9.7% | 1,964,910 | $50.9M |
| Millburn Ridgefield LLC | 1.23% | Add +5.0% | 1,964,116 | $50.9M |
| Catalyst Capital Advisors LLC | 1.04% | Add +5.0% | 1,964,116 | $50.9M |
| HighTower Advisors, LLC | 0.07% | Add +176.4% | 1,929,590 | $50.0M |
| Falcon Wealth Planning | 4.88% | Add +12.3% | 1,696,753 | $43.9M |
| True Link Financial Advisors, LLC | 3.19% | Add +15.3% | 1,649,675 | $42.7M |
| Evoke Wealth, LLC | 1.08% | Add +19.6% | 1,598,619 | $41.4M |
| Creative Planning | 0.04% | Reduce -2.6% | 1,576,314 | $40.8M |
| Focus Partners Wealth | 0.10% | Add +4.3% | 1,524,733 | $39.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +15.1% | 1,496,613 | $38.7M |
| Royal Bank of Canada | 0.01% | Add +6.3% | 1,473,346 | $38.1M |
| TCI Wealth Advisors, Inc. | 2.83% | Add +22.5% | 1,366,603 | $35.4M |
| Mercer Global Advisors Inc. | 0.08% | Add +1.4% | 1,300,303 | $33.7M |
| Aquire Wealth Advisors, LLC | 10.01% | Add +5.4% | 1,255,794 | $32.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -5.5% | 1,212,516 | $31.4M |
| Cwm, LLC | 0.12% | Add +1.0% | 1,153,729 | $29.9M |
| Great Point Wealth Advisors, LLC | 6.08% | Add +0.8% | 1,085,740 | $28.1M |
| RAM Investment Partners, LLC | 6.90% | Add +5.3% | 1,079,634 | $28.0M |
| Ledyard National Bank | 2.53% | Add +7.0% | 987,359 | $25.6M |
| West Financial Advisors, LLC | 4.69% | Add +2.8% | 953,368 | $24.7M |
| Mission Wealth Management, LP | 0.61% | Reduce -11.0% | 937,580 | $24.3M |
| Prime Capital Investment Advisors, LLC | 0.28% | Add +0.3% | 917,767 | $23.8M |
| RVW Wealth, LLC | 2.22% | Reduce -12.9% | 911,129 | $23.6M |
| Cerity Partners LLC | 0.05% | Reduce -0.5% | 890,536 | $23.1M |
| WPWealth LLP | 4.41% | Add +1.1% | 862,166 | $22.3M |
| OneDigital Investment Advisors LLC | 0.26% | Add +6.4% | 854,312 | $22.1M |
| LPL Financial LLC | 0.01% | Add +120.9% | 819,963 | $21.2M |
| Market Street Wealth Management Advisors LLC | 3.58% | Add +2.2% | 814,257 | $21.1M |
| Perigon Wealth Management, LLC | 0.49% | Add +7.1% | 740,411 | $19.2M |
| Aveo Capital Partners, LLC | 3.16% | Reduce -0.3% | 716,141 | $19.0M |
| Morling Financial Advisors, LLC | 6.48% | Add +8.4% | 726,123 | $18.8M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +18.2% | 715,493 | $18.5M |
| Diversified Portfolios, Inc. | 1.92% | Reduce -0.1% | 706,140 | $18.3M |
| Park Avenue Securities LLC | 0.22% | Add +7.1% | 701,051 | $18.1M |
| Avantax Advisory Services, Inc. | 0.11% | Add +3.5% | 697,754 | $18.1M |
| Freedom Investment Management, Inc. | 1.48% | Reduce -0.7% | 682,072 | $17.7M |
| Horizon Investments, LLC | 0.52% | Reduce -2.0% | 676,047 | $17.5M |
| JFS Wealth Advisors, LLC | 1.18% | Add +0.3% | 675,808 | $17.5M |
| Founders Financial Securities LLC | 1.48% | Reduce -2.5% | 676,361 | $17.5M |
| Marquette Asset Management, LLC | 3.05% | Reduce -0.1% | 667,525 | $17.3M |
| Clearstead Advisors, LLC | 0.27% | Add +11.5% | 667,102 | $17.3M |
| Berger Financial Group, Inc | 1.20% | New | 667,067 | $17.3M |
| Modera Wealth Management, LLC | 0.23% | Add +0.9% | 661,056 | $17.1M |
| CPA Asset Management Group, LLC | 7.40% | Add +0.8% | 649,677 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -4.1% | 641,873 | $16.6M |
| Annandale Capital, LLC | 3.06% | Add +4.0% | 631,775 | $16.4M |
| Moisand Fitzgerald Tamayo, LLC | 2.18% | Add +2.9% | 608,244 | $15.7M |
| Bedel Financial Consulting, Inc. | 2.25% | Add +3.7% | 585,366 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +63.6% | 601,675 | $15.6M |
| Arista Wealth Management, LLC | 3.67% | Add +3.8% | 584,322 | $15.1M |
| Wealth Management Nebraska | 2.26% | Add +2.8% | 574,285 | $14.9M |
| Creative Capital Management Investments LLC | 5.60% | Add +3.7% | 559,994 | $14.5M |
| Dynamic Advisor Solutions LLC | 0.47% | Add +1.9% | 555,516 | $14.4M |
| Fiduciary Financial Group, LLC | 3.12% | Add +0.9% | 594,954 | $14.3M |
| Pioneer Wealth Management Group | 6.15% | — | 551,976 | $14.3M |
| Colony Family Offices, LLC | 4.36% | Add +5.7% | 539,537 | $14.0M |
| Pallas Capital Advisors LLC | 0.57% | Add +1.4% | 533,026 | $13.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -37.0% | 529,637 | $13.7M |
| Brighton Jones LLC | 0.42% | Add +4.9% | 511,128 | $13.2M |
| Collective Family Office LLC | 3.53% | Add +5.9% | 504,021 | $13.0M |
| Envision Financial Planning, LLC | 6.62% | Add +3.0% | 501,578 | $13.0M |
| Voisard Asset Management Group, Inc. | 3.79% | Add +4.0% | 500,668 | $13.0M |
| Index Fund Advisors, Inc. | 0.78% | Add +2.4% | 484,898 | $12.6M |
| Efficient Advisors, LLC | 0.80% | Reduce -0.8% | 471,540 | $12.2M |
| Wealth Dimensions Group, Ltd. | 2.89% | Add +11.2% | 468,365 | $12.1M |
| DiNuzzo Private Wealth, Inc. | 1.50% | Reduce 0.0% | 461,629 | $12.0M |
| Physician Wealth Advisors, Inc. | 2.04% | Reduce -3.2% | 457,024 | $11.8M |
| Wescott Financial Advisory Group, LLC | 1.22% | Reduce -0.5% | 455,684 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +58.3% | 451,463 | $11.7M |
| MML Investors Services, LLC | 0.04% | Reduce -2.6% | 443,120 | $11.5M |
| SouthState Bank Corp | 0.52% | New | 439,248 | $11.4M |
| Avondale Wealth Management | 7.12% | Add +4.8% | 436,950 | $11.3M |
| Austin Wealth Management, LLC | 2.20% | Add +16.3% | 423,797 | $11.0M |
| CFS Investment Advisory Services, LLC | 0.98% | Reduce -2.0% | 423,699 | $11.0M |
| NorthCoast Asset Management LLC | 0.05% | Add +6.9% | 410,300 | $10.6M |
| Chico Wealth RIA | 9.02% | Add +3.5% | 401,516 | $10.4M |
| TCP Asset Management, LLC | 2.32% | Add +2.7% | 400,217 | $10.4M |
| Private Advisor Group, LLC | 0.06% | Add +55.8% | 399,004 | $10.3M |
| Plan Group Financial, LLC | 3.58% | Add +23.0% | 387,218 | $10.0M |
| BWM Planning, LLC | 4.24% | Reduce -0.4% | 386,807 | $10.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.65% | Add +5.1% | 384,010 | $9.9M |
| PBMares Wealth Management LLC | 1.98% | Reduce -7.6% | 382,606 | $9.9M |
| SC&H Financial Advisors, Inc. | 1.93% | Add +6.8% | 379,534 | $9.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.30% | Add +21.3% | 378,657 | $9.8M |
| Great Waters Wealth Management | 1.35% | Reduce -14.3% | 375,671 | $9.7M |
| Wealthquest Corp | 0.81% | Add +21.9% | 373,410 | $9.7M |
| Confluence Wealth Services, Inc. | 0.61% | Add +7.2% | 377,811 | $9.7M |
| Integrated Wealth Concepts LLC | 0.11% | Add +0.3% | 369,241 | $9.6M |
| Betterment LLC | 0.02% | Reduce -1.1% | 367,414 | $9.5M |
| DDFG, Inc | 2.64% | Reduce -23.2% | 367,294 | $9.5M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -28.2% | 359,709 | $9.3M |
| Awm Capital, LLC | 1.09% | Reduce -1.4% | 359,539 | $9.3M |
| Bridgewater Advisors Inc. | 0.80% | Add +5.0% | 357,945 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -3.1% | 354,033 | $9.2M |
| Evergreen Capital Management LLC | 0.30% | Reduce -6.7% | 344,790 | $8.9M |
| Vawter Financial, Ltd. | 4.88% | Add +5.0% | 336,627 | $8.7M |
| Newman Dignan & Sheerar, Inc. | 2.37% | Reduce -3.4% | 335,627 | $8.7M |
| Exencial Wealth Advisors, LLC | 0.32% | Reduce -0.1% | 327,344 | $8.5M |
| First Bancorp, Inc | 5.42% | New | 322,552 | $8.4M |
| Diversify Wealth Management, LLC | 0.62% | Reduce -6.8% | 321,741 | $8.3M |
| AA Financial Advisors, LLC | 1.97% | Add +14.4% | 312,026 | $8.1M |
| Stadion Money Management, LLC | 0.80% | Reduce -0.1% | 310,391 | $8.0M |
| Jane Street Group, LLC | 0.01% | New | 306,083 | $7.9M |
| Enterprise Bank & Trust Co | 3.03% | Add +51.2% | 303,408 | $7.9M |
| Perritt Capital Management Inc | 4.14% | Add +1.3% | 289,754 | $7.5M |
| Tortoise Investment Management, LLC | 0.78% | Add +14.9% | 288,133 | $7.5M |
| Towneley Capital Management, Inc / DE | 1.74% | Add +3.3% | 287,064 | $7.4M |
| Beaird Harris Wealth Management, LLC | 0.63% | Add +2.8% | 286,361 | $7.4M |
| Avantax Planning Partners, Inc. | 0.26% | Add +642.6% | 284,203 | $7.4M |
| AE Wealth Management LLC | 0.06% | Add +8.9% | 283,456 | $7.3M |
| Captrust Financial Advisors | 0.02% | Add +0.0% | 282,273 | $7.3M |
| Security Financial Services, INC. | 1.44% | Add +103.3% | 280,419 | $7.3M |
| Allodium Investment Consultants, LLC | 5.21% | Reduce -1.5% | 272,532 | $7.1M |
| Cresset Asset Management, LLC | 0.04% | Add +2.8% | 272,048 | $7.0M |
| Spectrum Investment Advisors, Inc. | 4.52% | New | 270,808 | $7.0M |
| MAI Capital Management | 0.05% | Add +5.9% | 263,250 | $6.8M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -1.6% | 261,671 | $6.8M |
| Quantum Financial Advisors, LLC | 0.99% | Add +1.1% | 257,529 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +24.1% | 256,079 | $6.6M |
| Forum Private Client Group LLC | 2.83% | Add +4.4% | 252,014 | $6.5M |
| Atria Investments, Inc | 0.08% | Add +0.1% | 251,778 | $6.5M |
| Essential Planning, LLC. | 2.62% | Reduce -98.4% | 251,403 | $6.5M |
| Disciplined Investments, LLC | 2.84% | Add +23.4% | 238,940 | $6.2M |
| SOL Capital Management CO | 0.68% | Reduce -5.0% | 238,178 | $6.2M |
| Jackson Thornton Wealth Management, LLC | 0.80% | Add +1.9% | 240,362 | $6.0M |
| Financial Alternatives, Inc | 4.25% | Reduce -3.6% | 230,165 | $6.0M |
| Monument Group Wealth Advisors, LLC | 4.12% | Add +2.1% | 229,585 | $5.9M |
| Rappaport Reiches Capital Management, LLC | 1.46% | Add +6.1% | 225,808 | $5.8M |
| Kure Advisory, LLC | 4.39% | — | 224,497 | $5.8M |
| Legacy Financial Group, Inc. | 1.85% | Reduce -2.5% | 222,820 | $5.8M |
| Shore Point Advisors, LLC | 3.05% | Reduce -3.0% | 222,228 | $5.8M |
| PCA Investment Advisory Services Inc. | 3.02% | Add +20.1% | 220,653 | $5.7M |
| Oceanside Advisors LLC | 4.09% | Add +4.1% | 218,028 | $5.6M |
| McMill Wealth Management | 2.02% | Add +9.7% | 216,687 | $5.6M |
| Midwest Heritage Bank, FSB | 2.30% | Add +20.3% | 215,747 | $5.6M |
| Sterling Wealth Advisors Inc | 4.29% | Add +2.5% | 215,177 | $5.6M |
| DecisionPoint Financial, LLC | 1.60% | Reduce -1.9% | 213,232 | $5.5M |
| Graver Capital Management, LLC | 5.58% | Add +6.1% | 211,414 | $5.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.51% | Add +0.6% | 209,331 | $5.4M |
| Pinnacle Associates Ltd. | 0.08% | Add +0.6% | 209,331 | $5.4M |
| Advisory Alpha, LLC | 0.18% | Add +0.9% | 207,419 | $5.4M |
| Colorado Capital Management, Inc. | 2.50% | Add +16.3% | 207,063 | $5.4M |
| Larson Financial Group LLC | 0.25% | Reduce -9.4% | 201,988 | $5.2M |
| Archford Capital Strategies, LLC | 0.76% | Reduce -19.2% | 199,417 | $5.2M |
| Trinity Financial Advisors LLC | 1.85% | Add +0.9% | 200,333 | $5.1M |
| Curio Wealth, LLC | 2.54% | Reduce -99.8% | 328 | $4.9M |
| GEM Asset Management, LLC | 2.69% | Add +3.7% | 184,190 | $4.8M |
| Keb Asset Management, LLC | 1.33% | Add +4.4% | 180,927 | $4.7M |
| Willow Creek Wealth Management Inc. | 0.46% | Add +7.2% | 180,691 | $4.7M |
| Binnacle Investments Inc | 3.40% | — | 179,861 | $4.7M |
| Sutton Place Investors LLC | 3.10% | Add +0.1% | 178,229 | $4.6M |
| Fort Henry Capital, LLC | 3.26% | Add +3.9% | 175,166 | $4.5M |
| Integrity Wealth Solutions LLC | 2.45% | Add +3.4% | 174,733 | $4.5M |
| Pure Portfolios Holdings LLC | 1.65% | Add +4.0% | 173,464 | $4.5M |
| Sageworth Trust Co | 0.27% | Reduce -2.9% | 166,786 | $4.3M |
| SIMA Wealth Partners, LLC | 3.45% | Add +4.3% | 160,319 | $4.2M |
| Ledgewood Wealth Advisors, LLC | 2.65% | Reduce -8.3% | 158,497 | $4.1M |
| Sax Wealth Advisors, LLC | 0.29% | Add +16.0% | 158,062 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -69.4% | 157,814 | $4.1M |
| IAG Wealth Partners, LLC | 0.63% | Reduce -1.1% | 157,202 | $4.1M |
| Seven Mile Advisory | 2.71% | Add +4.3% | 157,055 | $4.1M |
| Two West Capital Advisors LLC | 3.37% | Add +6.5% | 162,656 | $4.0M |
| Bannerman Wealth Management Group, LLC | 3.27% | Add +3.4% | 154,565 | $4.0M |
| Heritage Wealth Management, Inc./Texas | 2.30% | Reduce -19.2% | 153,639 | $4.0M |
| Vermillion & White Wealth Management Group, LLC | 2.77% | Add +218.2% | 147,687 | $3.8M |
| Martin Worley Group | 2.16% | Add +20.8% | 146,256 | $3.8M |
| PFG Advisors | 0.21% | Add +8.2% | 143,678 | $3.7M |
| Builder Investment Group Inc. | 1.06% | Add +2.5% | 143,555 | $3.7M |
| Pettinga Financial Advisors LLC | 0.87% | Reduce -7.7% | 143,317 | $3.7M |
| Andrews, Lucia Wealth Management LLC | 2.48% | Add +7.8% | 145,488 | $3.7M |
| FMB Wealth Management | 2.02% | Add +1.2% | 141,305 | $3.7M |
| Aegis Wealth Management LLC | 2.14% | Reduce -4.4% | 140,248 | $3.6M |
| Vermillion Wealth Management, Inc. | 1.07% | Add +6.3% | 139,229 | $3.6M |
| Parkshore Wealth Management, Inc. | 2.09% | Add +22.9% | 138,887 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.19% | Add +319.6% | 133,000 | $3.4M |
| North Capital, Inc. | 3.25% | — | 132,850 | $3.4M |
| MBA Advisors LLC | 1.65% | Add +4.7% | 128,387 | $3.3M |
| Plancorp, LLC | 0.13% | Add +0.0% | 125,395 | $3.2M |
| Prudent Man Investment Management, Inc. | 1.76% | Reduce -0.3% | 125,298 | $3.2M |
| Navigoe, LLC | 2.67% | Add +3.2% | 119,008 | $3.1M |
| IFP Advisors, Inc | 0.09% | Add +4.6% | 118,794 | $3.1M |
| Burton Enright Welch | 0.61% | Reduce -2.7% | 115,753 | $3.0M |
| Glass Jacobson Investment Advisors llc | 0.98% | No change | 117,134 | $3.0M |
| Note Advisors, LLC | 2.45% | Add +53.8% | 114,663 | $3.0M |
| Eclectic Associates Inc. | 0.79% | Add +93.4% | 114,508 | $3.0M |
| Northwest Wealth Management, LLC | 0.58% | Reduce -1.8% | 113,019 | $2.9M |
| Entrewealth, LLC | 2.24% | Add +51.9% | 112,785 | $2.9M |
| FinDec Wealth Services, Inc. | 2.88% | Reduce -49.8% | 112,423 | $2.9M |
| Jacobi Capital Management LLC | 0.21% | Add +20.0% | 111,340 | $2.9M |
| Bay Harbor Wealth Management, LLC | 0.90% | Add +6.8% | 110,109 | $2.9M |
| AlTi Global, Inc. | 0.07% | Add +100.0% | 109,800 | $2.8M |
| Level Financial Advisors | 0.96% | Reduce -3.2% | 108,876 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -21.9% | 106,295 | $2.8M |
| Linscomb Wealth, Inc. | 0.14% | Add +14.0% | 105,262 | $2.7M |
| Blue Trust, Inc. | 0.03% | Reduce -5.4% | 103,694 | $2.7M |
| Claris Advisors, LLC / Mo / | 0.98% | Add +27.1% | 101,600 | $2.6M |
| Tillman Hartley LLC | 0.76% | Add +14.8% | 101,346 | $2.6M |
| Apella Capital, LLC | 0.09% | Reduce -2.4% | 104,085 | $2.5M |
| Moody National Bank Trust Division | 0.26% | Add +65.5% | 97,455 | $2.5M |
| Allworth Financial LP | 0.01% | Add +4.2% | 96,473 | $2.5M |
| Waterfront Wealth Inc. | 0.60% | Reduce -0.9% | 95,395 | $2.5M |
| Arax Advisory Partners | 0.16% | New | 94,973 | $2.5M |
| Baker Boyer National Bank | 0.91% | Reduce -5.8% | 94,891 | $2.5M |
| RFG Advisory, LLC | 0.07% | Add +1.7% | 93,308 | $2.4M |
| Breakwater Capital Group | 0.43% | Add +6.8% | 92,184 | $2.4M |
| American Capital Advisory, LLC | 1.28% | Add +31.5% | 91,749 | $2.4M |
| GeoWealth Management, LLC | 0.10% | Reduce -32.1% | 91,728 | $2.4M |
| Vance Wealth, LLC | 0.89% | Add +28.2% | 91,689 | $2.4M |
| RCS Financial Planning, LLC | 1.22% | Reduce -5.9% | 89,247 | $2.3M |
| Everhart Financial Group, Inc. | 0.31% | New | 87,802 | $2.3M |
| Financial Symmetry Inc | 1.39% | Reduce -6.2% | 87,462 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -14.4% | 86,600 | $2.2M |
| Lincoln Capital Corp. | 0.92% | Add +246.3% | 85,443 | $2.2M |
| Fischer Investment Strategies, LLC | 1.61% | New | 84,627 | $2.2M |
| Factor Wealth Management LTD | 0.67% | Add +9.9% | 84,543 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +6.5% | 83,823 | $2.2M |
| Lodestone Wealth Management LLC | 1.14% | Reduce -2.5% | 82,799 | $2.1M |
| Heritage Financial Services, LLC | 0.21% | Add +4.6% | 82,386 | $2.1M |
| Wingate Wealth Advisors, Inc. | 2.44% | Add +0.3% | 82,044 | $2.1M |
| Burk Holdings LLC | 1.59% | Add +25.0% | 81,419 | $2.1M |
| Timonier Family Office, LTD. | 0.93% | Reduce -3.5% | 81,093 | $2.1M |
| Versant Capital Management, Inc | 0.34% | Add +1.5% | 79,123 | $2.0M |
| CGN Advisors LLC | 0.20% | Reduce -0.8% | 78,975 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -0.3% | 78,501 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -13.6% | 78,091 | $2.0M |
| Parkwoods Wealth Partners, LLC | 1.35% | Add +74.8% | 77,440 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Add +2.9% | 77,298 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.55% | Reduce -4.3% | 77,048 | $2.0M |
| City State Bank | 0.65% | Add +10.8% | 76,417 | $2.0M |
| Dopkins Wealth Management, LLC | 0.99% | Add +12.3% | 75,417 | $2.0M |
| ArborFi Advisors, LLC | 1.93% | Add +3.3% | 74,944 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +118.5% | 74,872 | $1.9M |
| First Financial Group Corp | 2.19% | Add +2.9% | 74,882 | $1.9M |
| Adero Partners, LLC | 0.13% | Reduce -5.7% | 74,190 | $1.9M |
| Heritage Wealth Management, Inc. | 1.64% | Reduce -2.7% | 73,971 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 73,950 | $1.9M |
| Cordgrass Capital Advisors, LLC | 0.55% | Add +7.6% | 73,888 | $1.9M |
| Edge Financial Advisors LLC | 1.20% | New | 73,284 | $1.9M |
| Gradient Capital Advisors, LLC | 0.62% | Add +6.6% | 72,965 | $1.9M |
| Pinnacle Financial Group, LLC / IL | 0.68% | Add +11.9% | 72,739 | $1.9M |
| 180 Wealth Advisors, LLC | 0.29% | Add +6.9% | 69,745 | $1.8M |
| Lauer Wealth, LLC | 1.39% | Add +5.1% | 69,456 | $1.8M |
| Mustard Seed Financial, LLC | 1.45% | Add +3.3% | 69,383 | $1.8M |
| Total Wealth Planning, LLC | 0.27% | Reduce -0.6% | 69,243 | $1.8M |
| Saxony Capital Management, LLC | 1.55% | Add +91.5% | 68,313 | $1.8M |
| 1900 Wealth Management LLC | 0.15% | Reduce -44.3% | 68,100 | $1.8M |
| Tru Independence Asset Management 2, LLC | 1.31% | Reduce -21.0% | 67,842 | $1.8M |
| Hutchinson Capital Management | 0.33% | Add +2.3% | 67,703 | $1.8M |
| Cowa, LLC | 0.75% | Add +188.0% | 55,955 | $1.7M |
| Investmark Advisory Group LLC | 0.86% | Add +10.1% | 67,027 | $1.7M |
| Yoder Wealth Management, Inc. | 0.97% | Reduce -3.4% | 66,660 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +135.2% | 65,941 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.4% | 66,222 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -2.2% | 65,420 | $1.7M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -3.6% | 65,108 | $1.7M |
| Clarity Capital Advisors, LLC | 1.10% | Add +2.5% | 64,953 | $1.7M |
| Syverson Strege & Co | 0.54% | Add +4.1% | 64,727 | $1.7M |
| Penobscot Wealth Management | 0.70% | Reduce -13.8% | 64,439 | $1.7M |
| Keebeck Wealth Management | 0.25% | Add +0.9% | 64,212 | $1.7M |
| Cannon Financial Strategists, Inc. | 0.29% | Add +3.8% | 64,159 | $1.7M |
| Cahill Wealth Management, LLC | 0.83% | Add +6.5% | 62,651 | $1.6M |
| Aviance Capital Partners, LLC | 0.23% | Reduce -1.5% | 62,258 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.38% | Add +0.2% | 62,218 | $1.6M |
| Valued Wealth Advisors LLC | 0.96% | Reduce -8.1% | 61,592 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -7.3% | 60,703 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +10.1% | 60,184 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.77% | Add +6.8% | 60,023 | $1.6M |
| Zhang Financial LLC | 0.08% | Reduce -1.5% | 59,287 | $1.5M |
| Sollinda Capital Management LLC | 0.42% | Add +2.2% | 58,870 | $1.5M |
| Porter White Investment Advisors, Inc. | 0.75% | Add +0.9% | 58,827 | $1.5M |
| M Wealth Management, LLC | 1.41% | Reduce -5.7% | 58,335 | $1.5M |
| PrairieView Partners, LLC | 0.16% | Reduce -4.7% | 57,485 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.9% | 57,038 | $1.5M |
| Cardiff Park Advisors, LLC | 0.14% | Reduce -10.4% | 57,026 | $1.5M |
| American Investment Services, Inc. | 0.25% | Add +1.8% | 55,539 | $1.4M |
| Meritas Wealth Management, LLC | 0.82% | No change | 53,843 | $1.4M |
| CVA Family Office, LLC | 0.21% | Add +8.4% | 53,501 | $1.4M |
| Vestment Financial LLC | 0.99% | Reduce -1.2% | 53,104 | $1.4M |
| Waddell & Associates, LLC | 0.17% | Reduce -7.9% | 52,834 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +33.9% | 52,525 | $1.4M |
| Oder Investment Management, LLC | 1.14% | Add +5.5% | 52,012 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -23.7% | 51,679 | $1.3M |
| Beckerman Institutional, LLC | 0.96% | Add +7.5% | 51,412 | $1.3M |
| Seven Springs Wealth Group, LLC | 0.47% | Reduce -4.2% | 49,628 | $1.3M |
| HFG Wealth Management, LLC | 0.76% | Reduce -16.4% | 49,640 | $1.3M |
| Vantage Point Financial LLC | 0.62% | Add +5.8% | 47,610 | $1.2M |
| Oak Wealth Advisors LLC | 0.89% | Add +2.7% | 46,586 | $1.2M |
| Arkadios Wealth Advisors | 0.05% | New | 46,248 | $1.2M |
| Arcadia Wealth Management, LLC | 0.59% | Add +2.8% | 46,088 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +13.4% | 44,940 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.25% | Add +1.4% | 44,470 | $1.2M |
| Cambridge Financial Group, LLC | 0.49% | Reduce -4.5% | 44,061 | $1.1M |
| Gemmer Asset Management LLC | 0.11% | Add +0.2% | 43,636 | $1.1M |
| HB Wealth Management, LLC | 0.01% | New | 43,309 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.51% | Add +17.0% | 43,059 | $1.1M |
| Pacific Asset Management, LLC | 1.00% | Reduce -0.7% | 43,267 | $1.1M |
| Wealthcare Capital Management LLC | 0.11% | New | 40,560 | $1.1M |
| Cypress Point Wealth Management, LLC | 0.32% | Add +0.0% | 39,398 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.62% | Reduce -0.0% | 37,817 | $979K |
| Wealth Advisors Northwest LLC | 0.61% | Reduce -3.7% | 37,321 | $966K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -4.6% | 36,214 | $961K |
| Elevation Wealth Partners, LLC | 0.41% | Add +0.2% | 37,073 | $960K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.2% | 36,371 | $942K |
| Krilogy Financial LLC | 0.06% | No change | 35,744 | $925K |
| ARK & TLK Investments, LLC | 0.32% | Add +7.0% | 35,588 | $921K |
| Lam Group, Inc. | 0.67% | Add +0.7% | 35,405 | $917K |
| Shearwater Capital LLC | 0.63% | Reduce -3.0% | 34,785 | $901K |
| Okabena Investment Services Inc. | 0.22% | Reduce -13.0% | 34,028 | $881K |
| L & S Advisors Inc | 0.12% | Reduce -2.3% | 33,912 | $878K |
| Foster & Motley Inc. | 0.05% | Reduce -1.9% | 32,738 | $848K |
| Morton Capital Management LLC | 0.16% | Reduce -7.0% | 32,512 | $842K |
| Landmark Wealth Management, Inc. | 0.39% | Reduce -8.7% | 31,781 | $823K |
| Flagstone Financial Management | 0.26% | No change | 31,663 | $820K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.6% | 31,533 | $816K |
| Morris Financial Concepts, Inc. | 0.34% | Add +103.3% | 31,515 | $816K |
| tru Independence LLC | 0.25% | Reduce -87.3% | 30,721 | $795K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.9% | 29,283 | $751K |
| Firethorn Wealth Partners, LLC | 0.36% | Add +25.9% | 28,970 | $750K |
| Morgan Stanley | 0.00% | Add +15.1% | 28,101 | $728K |
| DBK Financial Counsel, LLC | 0.72% | Add +0.8% | 27,577 | $714K |
| Level Wealth Management LLC | 0.47% | Reduce -1.1% | 27,523 | $713K |
| CarsonAllaria Wealth Management, Ltd. | 0.40% | Reduce -4.0% | 26,671 | $691K |
| Total Clarity Wealth Management, Inc. | 0.22% | No change | 26,610 | $675K |
| Lauterbach Financial Advisors, LLC | 0.42% | Reduce -6.5% | 26,072 | $675K |
| Montis Financial, LLC | 0.20% | Add +1.5% | 25,633 | $664K |
| Highland Financial Advisors, LLC | 0.24% | Add +1.8% | 25,474 | $660K |
| Comerica Bank | 0.00% | Reduce -30.8% | 25,310 | $655K |
| Alkeme Wealth, LLC | 0.29% | Add +24.1% | 25,162 | $651K |
| Cordant, Inc. | 0.34% | Reduce -0.4% | 24,989 | $647K |
| Avior Wealth Management, LLC | 0.02% | Reduce -23.2% | 24,958 | $646K |
| AlphaCore Capital LLC | 0.05% | New | 24,945 | $646K |
| Ellis Investment Partners, LLC | 0.13% | New | 24,646 | $638K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.2% | 24,416 | $632K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -0.4% | 24,114 | $624K |
| Tanager Wealth Management LLP | 0.08% | Reduce -10.9% | 23,943 | $620K |
| Lynx Investment Advisory | 0.41% | Add +0.3% | 23,595 | $611K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $608K |
| One Capital Management, LLC | 0.02% | Reduce -82.6% | 23,420 | $606K |
| Principal Securities, Inc. | 0.01% | No change | 23,851 | $605K |
| Private Trust Co. NA | 0.06% | Add +0.3% | 22,843 | $591K |
| Tranquility Partners, LLC | 0.22% | Add +1.1% | 22,355 | $579K |
| Eaton-Cambridge Inc. | 0.25% | Add +0.0% | 22,167 | $574K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.7% | 21,533 | $558K |
| Financial Counselors Inc. | 0.01% | New | 21,303 | $552K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -42.2% | 21,178 | $548K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -42.2% | 21,178 | $548K |
| Truist Financial Corp. | 0.00% | Reduce -2.4% | 20,865 | $540K |
| SpringVest Wealth Management LLC | 0.44% | Reduce -2.4% | 20,453 | $530K |
| Invst, LLC | 0.07% | Add +25.4% | 19,770 | $512K |
| Longview Financial Advisors LLC | 0.33% | Reduce -0.8% | 19,552 | $506K |
| Eastover Investment Advisors LLC | 0.24% | Add +2.0% | 19,470 | $504K |
| CLG LLC | 0.17% | No change | 19,350 | $501K |
| Fort Vancouver Investment Management, LLC | 0.38% | Reduce -2.1% | 19,210 | $497K |
| Optima Capital LLC | 0.31% | Add +11.4% | 18,875 | $489K |
| Corrigan Financial, Inc. | 0.10% | Add +85.0% | 18,765 | $486K |
| Signature Resources Capital Management, LLC | 0.41% | Reduce -6.1% | 18,491 | $479K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.2% | 18,090 | $468K |
| Lifeworks Advisors, LLC | 0.08% | Add +29.9% | 18,083 | $468K |
| GWN Securities Inc. | 0.03% | New | 17,842 | $462K |
| Fortress Wealth Management, Inc. | 0.24% | Add +0.2% | 17,606 | $456K |
| IFG Advisory, LLC | 0.03% | Reduce -20.5% | 17,593 | $455K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.3% | 17,406 | $451K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 17,274 | $447K |
| Rather & Kittrell, Inc. | 0.10% | Reduce -6.9% | 16,995 | $440K |
| Clark Asset Management, LLC | 0.07% | No change | 16,752 | $434K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -37.9% | 16,640 | $431K |
| Magnolia Private Wealth, LLC | 0.36% | Add +65.5% | 16,380 | $424K |
| Parallel Advisors, LLC | 0.01% | Add +6316.1% | 16,297 | $422K |
| Altiora Financial Group, LLC | 0.09% | Add +44.0% | 16,273 | $421K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 16,200 | $419K |
| Quarry Hill Advisors, LLC | 0.27% | Reduce -0.2% | 16,183 | $419K |
| USAdvisors Wealth Management, LLC | 0.14% | Reduce -20.2% | 16,039 | $415K |
| SJS Investment Consulting Inc. | 0.07% | No change | 16,010 | $414K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.3% | 16,005 | $414K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -1.9% | 15,969 | $413K |
| Ascentis Independent Advisors | 0.08% | No change | 15,926 | $412K |
| Savvy Advisors, Inc. | 0.04% | New | 15,783 | $409K |
| Aire Advisors, LLC | 0.09% | Add +2.6% | 15,647 | $405K |
| Compass Ion Advisors, LLC | 0.05% | Add +45.7% | 15,644 | $405K |
| Abel Hall, LLC | 0.24% | Reduce -4.8% | 15,592 | $404K |
| VanderPol Investments L.L.C. | 0.84% | Reduce -2.2% | 15,277 | $396K |
| Ruedi Wealth Management, Inc. | 0.12% | Reduce -3.3% | 15,275 | $395K |
| Synovus Financial Corp. | 0.01% | New | 14,915 | $386K |
| Infinity Wealth Counsel, LLC | 0.42% | Add +6.9% | 14,866 | $385K |
| Balanced Rock Investment Advisors LLC | 0.31% | Add +8.4% | 14,783 | $383K |
| Prosperity Planning, Inc. | 0.17% | Reduce -1.9% | 14,638 | $379K |
| IFG Advisors, LLC | 0.07% | Reduce -6.3% | 14,490 | $375K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.2% | 14,368 | $372K |
| SwitchPoint Financial Planning, LLC | 0.35% | No change | 14,290 | $370K |
| Heritage Investment Group, Inc. | 0.07% | No change | 13,845 | $358K |
| Helium Advisors LLC | 0.26% | Add +16.1% | 13,839 | $358K |
| Abacus Planning Group, Inc. | 0.06% | Add +14.6% | 13,745 | $356K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -0.6% | 13,440 | $348K |
| Strategic Investment Solutions, Inc. | 0.10% | Add +81.7% | 13,230 | $343K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.4% | 12,865 | $333K |
| Townsquare Capital LLC | 0.00% | Reduce -11.3% | 12,836 | $332K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Add +7.6% | 12,793 | $331K |
| Mairs & Power Inc. | 0.00% | No change | 12,527 | $324K |
| Earned Wealth Advisors, LLC | 0.07% | Add +8.9% | 12,446 | $322K |
| G2 Capital Management, LLC / Oh | 0.10% | Add +3.3% | 12,407 | $321K |
| Elevate Wealth Advisory, Inc. | 0.23% | Add +1.0% | 12,382 | $321K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -33.3% | 12,172 | $315K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +32.7% | 12,099 | $313K |
| Garrison Point Advisors, LLC | 0.15% | Add +37.3% | 12,076 | $313K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.0% | 12,043 | $312K |
| Pinnacle Family Advisors, LLC | 0.17% | Add +3.5% | 12,025 | $311K |
| Fiducient Advisors LLC | 0.04% | New | 11,825 | $306K |
| Websterrogers Financial Advisors, LLC | 0.10% | No change | 11,749 | $304K |
| BIP Wealth, LLC | 0.02% | New | 11,581 | $300K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.6% | 11,554 | $299K |
| Drive Wealth Management, LLC | 0.07% | Reduce -1.8% | 11,554 | $299K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -0.5% | 11,409 | $295K |
| Sincerus Advisory, LLC | 0.31% | Add +0.3% | 11,401 | $295K |
| L.K. Benson & Company, P.C. | 0.20% | Add +0.2% | 11,389 | $295K |
| Kraft Asset Management, LLC | 0.27% | Add +15.0% | 11,369 | $294K |
| Presidio Capital Management, LLC | 0.12% | Reduce -33.0% | 11,260 | $292K |
| Cloud Capital Management, LLC | 0.20% | — | 10,761 | $278K |
| Maryland Capital Advisors Inc. | 0.12% | Reduce -9.9% | 10,710 | $277K |
| Stewardship Advisors, LLC | 0.07% | Add +13.0% | 10,633 | $275K |
| Wedmont Private Capital | 0.01% | No change | 11,075 | $275K |
| Integrity Investment Advisors, LLC | 0.25% | — | 10,554 | $273K |
| Matisse Capital | 0.14% | Add +1.8% | 10,438 | $270K |
| Scratch Capital LLC | 0.27% | Add +18.9% | 10,035 | $260K |
| Tanglewood Legacy Advisors, LLC | 0.11% | Reduce -2.2% | 9,659 | $250K |
| Canopy Partners, LLC | 0.10% | Reduce -26.6% | 9,655 | $250K |
| Vestia Personal Wealth Advisors | 0.20% | Reduce -0.2% | 9,553 | $247K |
| Quadrature Capital Ltd | 0.01% | New | 9,408 | $243K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +0.1% | 9,397 | $243K |
| Pillar Financial Advisors, LLC | 0.18% | Reduce -0.2% | 9,310 | $241K |
| Elyxium Wealth, LLC | 0.11% | New | 9,297 | $241K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 9,222 | $239K |
| Lido Advisors, LLC | 0.00% | New | 8,897 | $230K |
| Caprock Group, LLC | 0.01% | No change | 8,861 | $229K |
| Passive Capital Management, LLC. | 0.07% | Add +0.1% | 8,823 | $228K |
| Spire Wealth Management | 0.01% | Add +2382.5% | 8,788 | $228K |
| Burney Co./ | 0.01% | Add +5.1% | 8,776 | $227K |
| Parkworth Wealth Management, Inc. | 0.18% | Add +60.6% | 8,751 | $227K |
| Live Oak Private Wealth LLC | 0.04% | New | 8,745 | $226K |
| Greenspring Advisors, LLC | 0.05% | No change | 8,662 | $224K |
| Lionshead Wealth Management, LLC | 0.23% | Reduce -45.5% | 8,602 | $223K |
| First PREMIER Bank | 0.06% | New | 8,530 | $221K |
| Foundation Wealth Management, LLC\PA | 0.11% | Add +1.0% | 8,536 | $221K |
| Emprise Bank | 0.12% | No change | 8,450 | $219K |
| Tableaux LLC | 0.16% | New | 8,437 | $218K |
| Corus Family Wealth Advisors | 0.15% | Reduce -2.7% | 8,413 | $218K |
| Blume Capital Management, Inc. | 0.05% | Add +44.0% | 8,354 | $216K |
| Advisory Services Network, LLC | 0.00% | New | 8,270 | $214K |
| Orion Capital Management LLC | 0.09% | Add +5759.6% | 8,262 | $214K |
| Brown Advisory Inc. | 0.00% | New | 8,241 | $213K |
| VSM Wealth Advisory, LLC | 0.08% | Reduce -7.6% | 8,195 | $212K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 8,042 | $208K |
| HRT Financial LP | 0.00% | New | 8,058 | $208K |
| Poinciana Advisors Group, LLC | 0.21% | New | 7,848 | $203K |
| Baker Ellis Asset Management LLC | 0.03% | New | 7,838 | $203K |
| HM Payson & Co. | 0.00% | No change | 7,571 | $196K |
| Pinney & Scofield, Inc. | 0.12% | Add +22.1% | 6,567 | $170K |
| Wells Fargo & Company | 0.00% | Reduce -59.9% | 6,303 | $163K |
| Woodside Wealth Management LLC | 0.14% | — | 5,945 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 5,913 | $153K |
| US Bancorp \de | 0.00% | No change | 5,885 | $152K |
| Geneos Wealth Management Inc. | 0.00% | Add +315.7% | 5,425 | $140K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +11.8% | 5,581 | $138K |
| Washington Trust Advisors, Inc. | 0.01% | Add +16.9% | 4,770 | $123K |
| Smallwood Wealth Investment Management, LLC | 0.07% | New | 4,026 | $104K |
| Hurley Capital, LLC | 0.07% | Add +27.2% | 3,626 | $94K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $91K |
| Asset Dedication, LLC | 0.01% | Add +27.8% | 3,082 | $80K |
| Sittner & Nelson, LLC | 0.03% | New | 3,026 | $78K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,451 | $64K |
| Parkside Financial Bank & Trust | 0.01% | Add +468.3% | 2,222 | $58K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 2,115 | $55K |
| Eq Wealth Advisors, LLC | 0.04% | New | 2,001 | $52K |
| 10Elms LLP | 0.05% | No change | 1,500 | $39K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -40.7% | 1,455 | $38K |
| Glassman Wealth Services | 0.01% | No change | 1,340 | $35K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -78.2% | 1,334 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $28K |
| Rossby Financial, LCC | 0.01% | New | 916 | $24K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 847 | $22K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 825 | $21K |
| Heck Capital Advisors, LLC | 0.00% | No change | 807 | $21K |
| CENTRAL TRUST Co | 0.00% | New | 787 | $20K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $19K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.2% | 636 | $16K |
| Redwood Park Advisors LLC | 0.01% | Reduce -52.1% | 564 | $15K |
| Howe & Rusling Inc. | 0.00% | Reduce -2.5% | 558 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 495 | $13K |
| Financial Connections Group, Inc. | 0.00% | Add +58.6% | 555 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -80.3% | 383 | $10K |
| TruNorth Capital Management, LLC | 0.00% | No change | 368 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 320 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | — | 296 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 293 | $8K |
| Harbour Investments, Inc. | 0.00% | New | 283 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 235 | $6K |
| Eastern Bank | 0.00% | New | 222 | $6K |
| Synergy Investment Management, LLC | 0.00% | No change | 205 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 181 | $5K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 149 | $4K |
| Transce3nd, LLC | 0.00% | Add +44.7% | 136 | $4K |
| Centennial Bank | 0.00% | No change | 133 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 128 | $3K |
| West Branch Capital LLC | 0.00% | No change | 125 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $3K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 96 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 96 | $2K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -55.1% | 62 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -74.8% | 40 | $926 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $796 |
| Signaturefd, LLC | 0.00% | New | 24 | $611 |
| Capital A Wealth Management, LLC | 0.00% | New | 13 | $337 |
| Golden State Wealth Management, LLC | 0.00% | No change | 12 | $311 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $155 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.