Dimensional Emerging Core EqDFAEETF
13F holders, Q2 2025 (June 30)555holders +28
50new positions
22sold out
2famous investors
$28.95avg. 13F price*
At the end of Q2 2025, 555 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 28 from Q1 2025. 50 opened new positions and 22 sold out. The largest holders were Retirement Systems of Alabama ($366.8M), Mather Group, Llc. ($351.2M) and FMR LLC ($275.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $131.6M |
| Exits | 22 | $9.9M |
All 13F filers, Q1 2025 → Q2 2025: 14,795,980 shares bought and 4,559,386 shares sold, net +10,236,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 555 holders
| Retirement Systems of Alabama | 1.31% | No change | 12,668,769 | $366.8M |
| Mather Group, Llc. | 3.75% | Add +13.9% | 12,129,964 | $351.2M |
| FMR LLC | 0.02% | Reduce -10.3% | 9,522,057 | $275.7M |
| UBS Group AG | 0.04% | Reduce -0.1% | 6,126,711 | $177.4M |
| Bank of America Corp. | 0.01% | Add +7.3% | 5,074,985 | $146.9M |
| Mariner, LLC | 0.16% | Add +0.3% | 3,777,597 | $109.4M |
| Foster Group, Inc. | 3.58% | Add +0.2% | 3,613,675 | $104.6M |
| Factory Mutual Insurance Co. | 0.98% | No change | 3,086,900 | $89.4M |
| Wealthspire Advisors, LLC | 0.42% | Add +0.5% | 2,610,903 | $75.6M |
| Coldstream Capital Management Inc. | 1.21% | New | 2,561,130 | $74.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.6% | 2,332,326 | $67.5M |
| HighTower Advisors, LLC | 0.08% | Add +7.8% | 2,079,940 | $60.2M |
| Root Financial Partners, LLC | 5.52% | Reduce -5.2% | 1,971,067 | $57.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +25.1% | 1,871,896 | $54.2M |
| Royal Bank of Canada | 0.01% | Add +21.7% | 1,793,035 | $51.9M |
| Evoke Wealth, LLC | 1.20% | Add +10.4% | 1,764,427 | $51.1M |
| True Link Financial Advisors, LLC | 3.43% | Add +3.9% | 1,714,470 | $49.6M |
| Corient Private Wealth LP | 0.07% | Reduce -13.0% | 1,709,565 | $49.5M |
| Millburn Ridgefield LLC | 1.18% | Reduce -13.6% | 1,697,608 | $49.1M |
| Catalyst Capital Advisors LLC | 0.99% | Reduce -13.6% | 1,697,608 | $49.1M |
| Falcon Wealth Planning | 4.93% | Reduce -0.7% | 1,684,331 | $48.8M |
| Focus Partners Wealth | 0.10% | Add +8.8% | 1,659,408 | $48.0M |
| Creative Planning | 0.04% | Reduce -2.6% | 1,535,545 | $44.5M |
| TCI Wealth Advisors, Inc. | 2.99% | Add +10.4% | 1,509,084 | $43.7M |
| Avantax Advisory Services, Inc. | 0.24% | Add +115.9% | 1,506,344 | $43.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +0.4% | 1,305,684 | $37.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.4% | 1,241,762 | $36.4M |
| Maseco LLP | 1.25% | — | 1,132,988 | $32.8M |
| Cwm, LLC | 0.11% | Reduce -2.6% | 1,123,325 | $32.5M |
| RAM Investment Partners, LLC | 6.77% | Add +3.2% | 1,114,524 | $32.3M |
| Cerity Partners LLC | 0.06% | Add +24.4% | 1,107,843 | $32.1M |
| Aquire Wealth Advisors, LLC | 8.51% | Reduce -12.9% | 1,094,058 | $31.7M |
| LPL Financial LLC | 0.01% | Add +28.2% | 1,051,180 | $30.4M |
| Ledyard National Bank | 2.73% | Add +1.2% | 999,184 | $28.9M |
| West Financial Advisors, LLC | 4.95% | Add +3.0% | 982,286 | $28.4M |
| Focus Partners Advisor Solutions, LLC | 0.37% | Add +34.7% | 963,671 | $27.9M |
| OneDigital Investment Advisors LLC | 0.30% | Add +8.4% | 926,209 | $26.8M |
| Mission Wealth Management, LP | 0.58% | Reduce -2.7% | 911,962 | $26.4M |
| RVW Wealth, LLC | 2.22% | Reduce -1.1% | 901,424 | $26.1M |
| Prime Capital Investment Advisors, LLC | 0.34% | Reduce -4.1% | 879,739 | $25.5M |
| WPWealth LLP | 4.39% | Reduce -2.5% | 840,480 | $24.3M |
| Market Street Wealth Management Advisors LLC | 3.86% | Add +0.4% | 817,775 | $23.7M |
| Citadel Advisors | 0.02% | New | 796,983 | $23.1M |
| Park Avenue Securities LLC | 0.21% | Add +10.2% | 772,818 | $22.4M |
| Perigon Wealth Management, LLC | 0.51% | Add +1.9% | 754,682 | $21.8M |
| Jane Street Group, LLC | 0.04% | Add +143.7% | 745,829 | $21.6M |
| Diversified Portfolios, Inc. | 2.03% | Add +4.0% | 734,397 | $21.3M |
| Morling Financial Advisors, LLC | 6.90% | Add +0.1% | 727,083 | $21.0M |
| Colony Family Offices, LLC | 5.34% | Add +32.1% | 712,989 | $20.6M |
| Founders Financial Securities LLC | 1.54% | Add +3.4% | 699,313 | $20.2M |
| Horizon Investments, LLC | 0.32% | Add +3.3% | 698,320 | $20.2M |
| Austin Wealth Management, LLC | 3.54% | Add +60.7% | 681,032 | $19.9M |
| Berger Financial Group, Inc | 1.29% | Add +2.9% | 686,092 | $19.9M |
| Marquette Asset Management, LLC | 3.30% | Add +1.8% | 679,475 | $19.7M |
| JPMorgan Chase & Co. | 0.00% | Add +49.8% | 676,466 | $19.6M |
| JFS Wealth Advisors, LLC | 1.23% | Reduce -0.8% | 670,251 | $19.4M |
| Clearstead Advisors, LLC | 0.27% | Add +0.3% | 669,377 | $19.4M |
| Annandale Capital, LLC | 3.55% | Add +5.3% | 665,118 | $19.3M |
| Modera Wealth Management, LLC | 0.23% | Reduce -0.8% | 655,714 | $19.0M |
| CPA Asset Management Group, LLC | 7.91% | Add +0.1% | 650,034 | $18.8M |
| Bank of Montreal | 0.01% | Reduce -0.8% | 636,449 | $18.4M |
| Fiduciary Financial Group, LLC | 3.32% | Add +6.4% | 632,947 | $18.4M |
| Freedom Investment Management, Inc. | 1.44% | Reduce -8.4% | 624,910 | $18.1M |
| Moisand Fitzgerald Tamayo, LLC | 2.22% | Reduce -0.3% | 606,532 | $17.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.7% | 606,068 | $17.5M |
| Arista Wealth Management, LLC | 2.41% | Add +2.9% | 601,025 | $17.4M |
| Wealth Management Nebraska | 2.34% | Add +4.8% | 601,614 | $17.3M |
| Bedel Financial Consulting, Inc. | 2.31% | Reduce -0.3% | 583,847 | $16.9M |
| Pallas Capital Advisors LLC | 0.64% | Add +8.5% | 578,272 | $16.7M |
| Pioneer Wealth Management Group | 6.11% | Add +3.1% | 569,117 | $16.5M |
| Creative Capital Management Investments LLC | 5.84% | Add +0.8% | 564,701 | $16.3M |
| Brighton Jones LLC | 0.44% | Add +10.1% | 562,899 | $16.3M |
| Dynamic Advisor Solutions LLC | 0.48% | Reduce -3.7% | 534,959 | $15.5M |
| Index Fund Advisors, Inc. | 0.86% | Add +8.7% | 526,905 | $15.3M |
| Avantax Planning Partners, Inc. | 0.47% | Add +78.3% | 506,684 | $14.7M |
| Security Financial Services, INC. | 2.59% | Add +80.5% | 506,033 | $14.6M |
| Voisard Asset Management Group, Inc. | 3.70% | Reduce -1.1% | 495,410 | $14.3M |
| Wealth Dimensions Group, Ltd. | 3.08% | Add +3.1% | 483,005 | $14.0M |
| Efficient Advisors, LLC | 0.82% | Add +1.1% | 476,585 | $13.8M |
| Envision Financial Planning, LLC | 6.38% | Reduce -6.1% | 471,205 | $13.6M |
| Private Advisor Group, LLC | 0.07% | Add +17.1% | 467,152 | $13.5M |
| DiNuzzo Private Wealth, Inc. | 1.59% | Add +0.4% | 463,274 | $13.4M |
| Wescott Financial Advisory Group, LLC | 1.28% | Add +1.7% | 463,229 | $13.4M |
| First Bancorp, Inc | 7.55% | Add +40.8% | 454,237 | $13.2M |
| Physician Wealth Advisors, Inc. | 2.06% | Reduce -1.0% | 452,375 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.3% | 448,410 | $13.0M |
| Collective Family Office LLC | 3.32% | Reduce -11.4% | 446,775 | $12.9M |
| Awm Capital, LLC | 1.35% | Add +23.7% | 444,832 | $12.9M |
| Flow Traders U.S. LLC | 0.47% | New | 438,329 | $12.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +4.9% | 430,492 | $12.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.34% | Add +13.4% | 429,356 | $12.4M |
| CFS Investment Advisory Services, LLC | 1.01% | Add +0.9% | 427,571 | $12.4M |
| MML Investors Services, LLC | 0.04% | Reduce -5.4% | 419,172 | $12.1M |
| Sterling Wealth Management, Inc. | 4.06% | — | 411,212 | $11.9M |
| TCP Asset Management, LLC | 2.34% | Add +2.0% | 408,224 | $11.8M |
| Confluence Wealth Services, Inc. | 0.64% | Add +6.8% | 403,358 | $11.7M |
| Evergreen Capital Management LLC | 0.35% | Add +15.5% | 398,186 | $11.5M |
| Chico Wealth RIA | 9.11% | Reduce -0.9% | 397,760 | $11.5M |
| Wealthquest Corp | 0.91% | Add +6.2% | 396,590 | $11.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.88% | Add +1.8% | 391,008 | $11.3M |
| BWM Planning, LLC | 3.84% | Reduce -0.5% | 384,965 | $11.1M |
| Bridgewater Advisors Inc. | 0.84% | Add +4.5% | 374,162 | $11.1M |
| SC&H Financial Advisors, Inc. | 1.87% | Reduce -0.4% | 378,081 | $10.9M |
| Integrated Wealth Concepts LLC | 0.11% | Add +1.4% | 374,342 | $10.8M |
| PBMares Wealth Management LLC | 1.96% | Reduce -3.1% | 370,668 | $10.7M |
| DDFG, Inc | 2.68% | Add +0.3% | 368,560 | $10.7M |
| Avondale Wealth Management | 5.86% | Reduce -17.0% | 362,622 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +0.1% | 354,296 | $10.3M |
| Great Waters Wealth Management | 1.33% | Reduce -5.8% | 354,067 | $10.3M |
| Betterment LLC | 0.02% | Reduce -5.0% | 349,225 | $10.1M |
| Newman Dignan & Sheerar, Inc. | 2.31% | Add +3.4% | 346,996 | $10.0M |
| AA Financial Advisors, LLC | 2.09% | Add +7.6% | 335,772 | $9.7M |
| Exencial Wealth Advisors, LLC | 0.33% | Add +0.2% | 327,854 | $9.5M |
| AlTi Global, Inc. | 0.23% | Add +193.3% | 322,097 | $9.3M |
| Tortoise Investment Management, LLC | 0.89% | Add +11.6% | 321,410 | $9.3M |
| Enterprise Bank & Trust Co | 3.45% | Add +4.9% | 318,236 | $9.2M |
| AE Wealth Management LLC | 0.07% | Add +11.6% | 316,464 | $9.2M |
| Cetera Investment Advisers | 0.02% | Add +96.6% | 310,200 | $9.0M |
| Diversify Wealth Management, LLC | 0.54% | Reduce -10.1% | 289,367 | $8.7M |
| SouthState Bank Corp | 0.37% | Reduce -32.8% | 295,326 | $8.5M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -18.0% | 294,847 | $8.5M |
| Allodium Investment Consultants, LLC | 5.36% | Add +7.4% | 292,656 | $8.5M |
| Spectrum Investment Advisors, Inc. | 4.86% | Add +6.9% | 289,467 | $8.4M |
| Perritt Capital Management Inc | 4.32% | Reduce -0.1% | 289,365 | $8.4M |
| Towneley Capital Management, Inc / DE | 1.90% | Reduce -0.4% | 285,802 | $8.3M |
| Stadion Money Management, LLC | 0.68% | Reduce -8.0% | 285,591 | $8.3M |
| Beaird Harris Wealth Management, LLC | 0.64% | Reduce -0.5% | 284,846 | $8.2M |
| Captrust Financial Advisors | 0.02% | Add +0.4% | 283,313 | $8.2M |
| Forum Private Client Group LLC | 3.07% | Add +9.0% | 274,713 | $8.0M |
| Plan Group Financial, LLC | 2.59% | Reduce -29.8% | 271,933 | $7.9M |
| DecisionPoint Financial, LLC | 1.98% | Add +25.0% | 266,563 | $7.7M |
| Disciplined Investments, LLC | 3.26% | Add +11.3% | 265,962 | $7.7M |
| MAI Capital Management | 0.05% | Reduce -0.9% | 260,968 | $7.6M |
| Archford Capital Strategies, LLC | 0.96% | Add +29.4% | 258,097 | $7.5M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -1.4% | 257,995 | $7.5M |
| Cresset Asset Management, LLC | 0.04% | Reduce -5.2% | 257,958 | $7.5M |
| Essential Planning, LLC. | 2.76% | Add +1.9% | 256,073 | $7.4M |
| Quantum Financial Advisors, LLC | 1.00% | Reduce -0.6% | 255,997 | $7.4M |
| Atria Investments, Inc | 0.09% | Reduce -0.4% | 250,815 | $7.3M |
| Kure Advisory, LLC | 4.75% | Add +10.4% | 247,753 | $7.2M |
| Jackson Thornton Wealth Management, LLC | 0.79% | Reduce -0.6% | 238,844 | $6.9M |
| Financial Alternatives, Inc | 4.50% | Add +3.8% | 238,923 | $6.9M |
| Everhart Financial Group, Inc. | 0.79% | Add +169.0% | 236,199 | $6.8M |
| PCA Investment Advisory Services Inc. | 2.88% | Add +7.0% | 236,097 | $6.8M |
| Monument Group Wealth Advisors, LLC | 4.29% | Add +2.5% | 235,229 | $6.8M |
| SOL Capital Management CO | 0.66% | Reduce -1.3% | 235,098 | $6.8M |
| Colorado Capital Management, Inc. | 2.87% | Add +11.7% | 231,239 | $6.7M |
| Claris Advisors, LLC / Mo / | 2.33% | Add +127.5% | 231,124 | $6.7M |
| Graver Capital Management, LLC | 5.82% | Add +7.5% | 227,154 | $6.6M |
| Shore Point Advisors, LLC | 3.11% | Add +0.7% | 223,717 | $6.5M |
| Oceanside Advisors LLC | 4.30% | Add +1.9% | 222,257 | $6.4M |
| Midwest Heritage Bank, FSB | 2.37% | Add +0.9% | 217,753 | $6.3M |
| McMill Wealth Management | 2.09% | Add +0.6% | 217,880 | $6.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Add +3.5% | 216,573 | $6.3M |
| Pinnacle Associates Ltd. | 0.09% | Add +3.5% | 216,573 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.6% | 216,207 | $6.3M |
| Advisory Alpha, LLC | 0.19% | Add +4.1% | 215,910 | $6.3M |
| Sterling Wealth Advisors Inc | 4.38% | Reduce -0.8% | 213,560 | $6.2M |
| Legacy Financial Group, Inc. | 1.82% | Reduce -4.3% | 213,154 | $6.2M |
| Eclectic Associates Inc. | 1.22% | Add +69.9% | 194,522 | $5.6M |
| Willow Creek Wealth Management Inc. | 0.49% | Add +5.1% | 189,931 | $5.5M |
| Keb Asset Management, LLC | 1.36% | Add +4.1% | 188,322 | $5.5M |
| GEM Asset Management, LLC | 2.76% | Add +1.6% | 187,127 | $5.4M |
| Binnacle Investments Inc | 3.50% | Add +3.3% | 185,711 | $5.4M |
| Sutton Place Investors LLC | 3.16% | Add +1.7% | 181,273 | $5.2M |
| Sax Wealth Advisors, LLC | 0.32% | Add +14.7% | 181,232 | $5.2M |
| Pure Portfolios Holdings LLC | 1.78% | Add +4.4% | 181,127 | $5.2M |
| Fort Henry Capital, LLC | 3.46% | Add +1.6% | 178,036 | $5.2M |
| Curio Wealth, LLC | 2.25% | Add +53963.4% | 177,328 | $5.1M |
| Integrity Wealth Solutions LLC | 2.47% | Add +0.2% | 175,065 | $5.1M |
| Martin Worley Group | 2.46% | Add +18.9% | 173,904 | $5.0M |
| Seven Mile Advisory | 2.96% | Add +8.3% | 170,053 | $4.9M |
| Two West Capital Advisors LLC | 3.17% | Reduce -0.0% | 162,605 | $4.8M |
| Sageworth Trust Co | 0.27% | No change | 166,786 | $4.8M |
| Larson Financial Group LLC | 0.19% | Reduce -18.0% | 165,556 | $4.8M |
| Old Mission Capital LLC | 0.13% | New | 164,468 | $4.8M |
| SIMA Wealth Partners, LLC | 3.83% | Add +2.3% | 164,004 | $4.7M |
| IAG Wealth Partners, LLC | 0.62% | Add +3.2% | 162,232 | $4.7M |
| Vermillion Wealth Management, Inc. | 2.17% | Add +12.8% | 156,995 | $4.5M |
| Trinity Financial Advisors LLC | 1.39% | Reduce -21.7% | 156,818 | $4.5M |
| Bannerman Wealth Management Group, LLC | 3.45% | Add +0.5% | 155,398 | $4.5M |
| FMB Wealth Management | 2.12% | Add +8.8% | 153,806 | $4.5M |
| PFG Advisors | 0.20% | Add +6.7% | 153,264 | $4.4M |
| Entrewealth, LLC | 3.07% | Add +35.8% | 153,118 | $4.4M |
| Ledgewood Wealth Advisors, LLC | 2.79% | Reduce -3.4% | 153,083 | $4.4M |
| Builder Investment Group Inc. | 1.08% | Add +5.3% | 151,097 | $4.4M |
| Parkshore Wealth Management, Inc. | 2.14% | Add +8.8% | 151,054 | $4.4M |
| Heritage Wealth Management, Inc./Texas | 2.16% | Reduce -2.2% | 150,272 | $4.3M |
| Note Advisors, LLC | 2.93% | Add +27.6% | 146,271 | $4.2M |
| Pettinga Financial Advisors LLC | 0.91% | Add +0.6% | 144,115 | $4.2M |
| Andrews, Lucia Wealth Management LLC | 2.71% | Reduce -1.1% | 143,967 | $4.2M |
| MBA Advisors LLC | 1.92% | Add +12.1% | 143,878 | $4.2M |
| Vermillion & White Wealth Management Group, LLC | 2.63% | Reduce -5.5% | 139,629 | $4.0M |
| Jacobi Capital Management LLC | 0.26% | Add +23.4% | 137,371 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +82.0% | 136,277 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.18% | Add +1.8% | 135,374 | $3.9M |
| North Capital, Inc. | 3.33% | Add +0.2% | 133,166 | $3.9M |
| Fischer Investment Strategies, LLC | 2.56% | Add +55.7% | 131,790 | $3.8M |
| Navigoe, LLC | 2.87% | Add +10.6% | 131,563 | $3.8M |
| Aegis Wealth Management LLC | 2.18% | No change | 140,248 | $3.6M |
| Plancorp, LLC | 0.13% | Add +0.0% | 125,397 | $3.6M |
| Daner Wealth Management, LLC | 2.44% | — | 117,722 | $3.5M |
| Burton Enright Welch | 0.60% | Add +3.9% | 120,244 | $3.5M |
| Bay Harbor Wealth Management, LLC | 0.98% | Add +6.0% | 116,713 | $3.4M |
| Penobscot Wealth Management | 1.21% | Add +80.4% | 116,272 | $3.4M |
| Northwest Wealth Management, LLC | 0.60% | Add +2.0% | 115,276 | $3.3M |
| Apella Capital, LLC | 0.09% | Add +10.2% | 114,703 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +33.5% | 111,944 | $3.2M |
| Linscomb Wealth, Inc. | 0.15% | Add +5.0% | 110,511 | $3.2M |
| Prudent Man Investment Management, Inc. | 1.76% | Reduce -0.2% | 125,008 | $3.2M |
| Allworth Financial LP | 0.02% | Add +13.2% | 109,184 | $3.2M |
| Moody National Bank Trust Division | 0.28% | Add +9.7% | 106,932 | $3.1M |
| Blue Trust, Inc. | 0.04% | Add +3.0% | 106,812 | $3.1M |
| Wingate Wealth Advisors, Inc. | 2.68% | Add +26.8% | 104,040 | $3.0M |
| Tillman Hartley LLC | 0.83% | Add +0.4% | 101,781 | $2.9M |
| Emprise Bank | 1.35% | Add +1052.8% | 97,414 | $2.8M |
| Level Financial Advisors | 0.88% | Reduce -10.6% | 97,391 | $2.8M |
| Sculati Wealth Management, LLC | 1.06% | New | 96,981 | $2.8M |
| Waterfront Wealth Inc. | 0.63% | Add +1.4% | 96,748 | $2.8M |
| Factor Wealth Management LTD | 0.74% | Add +11.0% | 93,855 | $2.7M |
| Arax Advisory Partners | 0.12% | Reduce -1.4% | 93,684 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +80.5% | 93,258 | $2.7M |
| American Capital Advisory, LLC | 1.35% | Add +1.5% | 93,111 | $2.7M |
| Baker Boyer National Bank | 0.92% | Reduce -2.4% | 92,586 | $2.7M |
| Glass Jacobson Investment Advisors llc | 1.03% | Reduce -21.3% | 92,236 | $2.7M |
| Breakwater Capital Group | 0.43% | Reduce -0.5% | 91,717 | $2.7M |
| FinDec Wealth Services, Inc. | 2.76% | Reduce -19.0% | 91,049 | $2.6M |
| Lincoln Capital Corp. | 0.98% | Add +3.1% | 88,057 | $2.5M |
| Saxony Capital Management, LLC | 1.94% | Add +28.1% | 87,525 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -17.8% | 87,420 | $2.5M |
| Edge Financial Advisors LLC | 1.33% | Add +18.7% | 86,976 | $2.5M |
| GeoWealth Management, LLC | 0.10% | Reduce -6.5% | 85,772 | $2.5M |
| RFG Advisory, LLC | 0.06% | Reduce -9.3% | 84,607 | $2.4M |
| Parkwoods Wealth Partners, LLC | 1.41% | Add +9.1% | 84,471 | $2.4M |
| Financial Symmetry Inc | 1.25% | Reduce -4.2% | 83,794 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -3.6% | 83,471 | $2.4M |
| Lodestone Wealth Management LLC | 1.17% | Add +0.2% | 82,994 | $2.4M |
| Heritage Financial Services, LLC | 0.23% | Add +0.7% | 82,941 | $2.4M |
| City State Bank | 0.73% | Add +5.8% | 80,847 | $2.3M |
| Burk Holdings LLC | 1.45% | Reduce -2.0% | 79,790 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +2.0% | 79,664 | $2.3M |
| Timonier Family Office, LTD. | 0.86% | Reduce -2.4% | 79,185 | $2.3M |
| CGN Advisors LLC | 0.20% | Add +0.3% | 79,174 | $2.3M |
| Versant Capital Management, Inc | 0.35% | Reduce -0.0% | 79,108 | $2.3M |
| Savant Capital, LLC | 0.02% | Add +30.3% | 79,095 | $2.3M |
| ArborFi Advisors, LLC | 2.00% | Add +4.5% | 78,339 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.7% | 77,936 | $2.3M |
| Mustard Seed Financial, LLC | 1.61% | Add +11.1% | 77,079 | $2.2M |
| Cordgrass Capital Advisors, LLC | 0.60% | Add +3.1% | 76,157 | $2.2M |
| Heritage Wealth Management, Inc. | 1.67% | Add +2.8% | 76,067 | $2.2M |
| 180 Wealth Advisors, LLC | 0.31% | Add +8.3% | 75,545 | $2.2M |
| First Financial Group Corp | 2.12% | Add +0.1% | 74,997 | $2.2M |
| Dopkins Wealth Management, LLC | 0.97% | Reduce -1.0% | 74,660 | $2.2M |
| Hutchinson Capital Management | 0.39% | Add +10.1% | 74,564 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +23.1% | 74,096 | $2.1M |
| Valued Wealth Advisors LLC | 1.11% | Add +19.3% | 73,471 | $2.1M |
| Pinnacle Financial Group, LLC / IL | 0.71% | Add +0.6% | 73,166 | $2.1M |
| Quad-Cities Investment Group, LLC | 0.95% | Add +20.0% | 72,019 | $2.1M |
| PrairieView Partners, LLC | 0.20% | Add +24.8% | 71,750 | $2.1M |
| Gradient Capital Advisors, LLC | 0.61% | Reduce -1.7% | 71,743 | $2.1M |
| Heritage Investment Group, Inc. | 0.36% | Add +415.8% | 71,408 | $2.1M |
| Stratos Investment Management, LLC | 0.09% | New | 71,011 | $2.1M |
| Lauer Wealth, LLC | 1.71% | Reduce -0.9% | 68,794 | $2.0M |
| Aviance Capital Partners, LLC | 0.26% | Add +12.5% | 70,025 | $2.0M |
| Oak Wealth Advisors LLC | 1.29% | Add +48.9% | 69,341 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.49% | Reduce -10.4% | 69,063 | $2.0M |
| Evanson Asset Management, LLC | 0.12% | Reduce -11.0% | 68,778 | $2.0M |
| LaSalle St. Investment Advisors, LLC | 0.54% | Add +10.3% | 68,597 | $2.0M |
| Zhang Financial LLC | 0.09% | Add +15.2% | 68,293 | $2.0M |
| Total Wealth Planning, LLC | 0.25% | Reduce -2.0% | 67,864 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.31% | Add +5.1% | 67,440 | $2.0M |
| Vance Wealth, LLC | 0.65% | Reduce -26.9% | 66,985 | $1.9M |
| Clarity Capital Advisors, LLC | 1.12% | Add +1.8% | 66,125 | $1.9M |
| Yoder Wealth Management, Inc. | 0.99% | Reduce -1.7% | 65,518 | $1.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -1.3% | 65,061 | $1.9M |
| Syverson Strege & Co | 0.44% | Add +0.5% | 65,034 | $1.9M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -0.9% | 64,494 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -18.0% | 64,364 | $1.9M |
| Keebeck Wealth Management | 0.24% | No change | 64,212 | $1.9M |
| Cardiff Park Advisors, LLC | 0.16% | Add +10.4% | 62,983 | $1.8M |
| Sentinel Wealth Management, Inc. | 1.69% | — | 62,041 | $1.8M |
| Investmark Advisory Group LLC | 0.84% | Reduce -8.0% | 61,638 | $1.8M |
| 1900 Wealth Management LLC | 0.13% | Reduce -10.2% | 61,173 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.44% | — | 60,262 | $1.7M |
| Cordant, Inc. | 0.84% | Add +140.2% | 60,016 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -9.2% | 59,420 | $1.7M |
| Sollinda Capital Management LLC | 0.45% | Add +0.8% | 59,331 | $1.7M |
| Porter White Investment Advisors, Inc. | 0.79% | Add +0.0% | 58,844 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +5.7% | 55,527 | $1.7M |
| Beckerman Institutional, LLC | 1.09% | Add +10.1% | 56,577 | $1.6M |
| M Wealth Management, LLC | 1.50% | Reduce -3.5% | 56,262 | $1.6M |
| SwitchPoint Financial Planning, LLC | 1.30% | Add +283.7% | 54,835 | $1.6M |
| Meritas Wealth Management, LLC | 0.86% | No change | 53,843 | $1.6M |
| Waddell & Associates, LLC | 0.17% | Add +1.3% | 53,533 | $1.5M |
| CVA Family Office, LLC | 0.22% | Reduce -0.9% | 53,026 | $1.5M |
| Tru Independence Asset Management 2, LLC | 1.05% | Reduce -22.1% | 52,817 | $1.5M |
| Oder Investment Management, LLC | 1.15% | Add +0.8% | 52,418 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.58% | Add +20.0% | 51,675 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +104.8% | 51,113 | $1.5M |
| JDH Wealth Management, LLC | 1.13% | New | 51,097 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +17.2% | 50,757 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +8.3% | 50,071 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.36% | Reduce -0.4% | 49,441 | $1.4M |
| HFG Wealth Management, LLC | 0.85% | Add +8.9% | 54,057 | $1.4M |
| Cambridge Financial Group, LLC | 0.52% | Add +9.1% | 48,083 | $1.4M |
| Vantage Point Financial LLC | 0.61% | Add +0.5% | 47,841 | $1.4M |
| Arcadia Wealth Management, LLC | 0.60% | Add +3.7% | 47,787 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +4.2% | 46,835 | $1.4M |
| Vestment Financial LLC | 0.86% | Reduce -12.7% | 46,350 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.25% | Add +1.6% | 45,188 | $1.3M |
| Morris Financial Concepts, Inc. | 0.52% | Add +42.2% | 44,810 | $1.3M |
| Gemmer Asset Management LLC | 0.11% | Add +0.6% | 43,885 | $1.3M |
| Grunden Financial Advisory, Inc. | 0.55% | New | 43,218 | $1.3M |
| Pacific Asset Management, LLC | 1.00% | Reduce -1.1% | 42,788 | $1.2M |
| American Investment Services, Inc. | 0.30% | Reduce -25.9% | 41,177 | $1.2M |
| Wealth Advisors Northwest LLC | 0.61% | Add +7.0% | 39,920 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +25.2% | 39,490 | $1.1M |
| Cypress Point Wealth Management, LLC | 0.28% | Add +0.1% | 39,429 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.4% | 39,072 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +3.5% | 37,489 | $1.1M |
| Krilogy Financial LLC | 0.06% | Add +5.4% | 37,664 | $1.1M |
| ARK & TLK Investments, LLC | 0.34% | Add +3.9% | 36,981 | $1.1M |
| L & S Advisors Inc | 0.12% | Add +6.8% | 36,230 | $1.0M |
| RCS Financial Planning, LLC | 0.52% | Reduce -59.9% | 35,821 | $1.0M |
| Lam Group, Inc. | 0.69% | No change | 35,405 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +62.5% | 34,405 | $996K |
| Live Oak Private Wealth LLC | 0.15% | Add +291.5% | 34,234 | $991K |
| Shearwater Capital LLC | 0.62% | Reduce -1.7% | 34,191 | $990K |
| Okabena Investment Services Inc. | 0.22% | Reduce -1.3% | 33,571 | $972K |
| Firethorn Wealth Partners, LLC | 0.41% | Add +12.4% | 32,559 | $943K |
| Sprinkle Financial Consultants LLC | 0.57% | Reduce -14.1% | 32,488 | $941K |
| IFP Advisors, Inc | 0.03% | Reduce -73.2% | 31,802 | $921K |
| Flagstone Financial Management | 0.26% | No change | 31,663 | $917K |
| DBK Financial Counsel, LLC | 0.82% | Add +13.8% | 31,393 | $909K |
| AlphaCore Capital LLC | 0.03% | Add +22.4% | 30,522 | $884K |
| Parallel Advisors, LLC | 0.02% | Add +84.6% | 30,090 | $871K |
| Foster & Motley Inc. | 0.05% | Reduce -8.5% | 29,943 | $867K |
| Lynx Investment Advisory | 0.57% | Add +26.9% | 29,940 | $867K |
| rebel Financial LLC | 0.39% | — | 29,762 | $862K |
| Lauterbach Financial Advisors, LLC | 0.47% | Add +14.1% | 29,757 | $861K |
| Morton Capital Management LLC | 0.15% | Reduce -8.6% | 29,704 | $860K |
| Burney Co./ | 0.03% | Add +228.7% | 28,844 | $835K |
| Alkeme Wealth, LLC | 0.37% | Add +14.4% | 28,795 | $834K |
| BIP Wealth, LLC | 0.05% | Add +138.8% | 27,650 | $800K |
| Level Wealth Management LLC | 0.46% | Reduce -0.4% | 27,404 | $793K |
| Elyxium Wealth, LLC | 0.30% | Add +192.4% | 27,183 | $787K |
| CarsonAllaria Wealth Management, Ltd. | 0.41% | Reduce -1.0% | 26,399 | $764K |
| Sei Investments Co. | 0.00% | New | 26,378 | $764K |
| Comerica Bank | 0.00% | Add +3.5% | 26,201 | $759K |
| Montis Financial, LLC | 0.21% | Add +2.2% | 26,195 | $758K |
| Morgan Stanley | 0.00% | Reduce -8.8% | 25,639 | $742K |
| Highland Financial Advisors, LLC | 0.24% | Add +0.1% | 25,509 | $738K |
| Cascade Wealth Advisors, Inc | 0.42% | New | 24,721 | $735K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +5.1% | 25,347 | $734K |
| tru Independence LLC | 0.21% | Reduce -18.2% | 25,116 | $727K |
| Ellis Investment Partners, LLC | 0.14% | Add +1.4% | 24,992 | $724K |
| Invst, LLC | 0.09% | Add +24.5% | 24,612 | $713K |
| Aire Advisors, LLC | 0.13% | Add +52.1% | 23,793 | $689K |
| Northern Trust Corp. | 0.00% | New | 23,486 | $680K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $680K |
| Fortress Wealth Management, Inc. | 0.32% | Add +29.6% | 22,827 | $661K |
| Tranquility Partners, LLC | 0.23% | Add +0.7% | 22,521 | $652K |
| Tanager Wealth Management LLP | 0.08% | Reduce -6.7% | 22,347 | $647K |
| Eaton-Cambridge Inc. | 0.24% | Reduce -0.0% | 22,163 | $642K |
| Private Trust Co. NA | 0.06% | Reduce -3.3% | 22,093 | $640K |
| Optima Capital LLC | 0.33% | Add +13.9% | 21,504 | $623K |
| Choreo, LLC | 0.01% | New | 21,486 | $622K |
| M Holdings Securities, Inc. | 0.11% | New | 21,492 | $620K |
| Truist Financial Corp. | 0.00% | Add +2.2% | 21,326 | $617K |
| Midwest Trust Co | 0.01% | — | 21,303 | $617K |
| Savvy Advisors, Inc. | 0.04% | Add +33.1% | 21,007 | $608K |
| Lifeworks Advisors, LLC | 0.09% | Add +15.4% | 20,864 | $604K |
| One Capital Management, LLC | 0.02% | Reduce -11.1% | 20,816 | $603K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -14.9% | 20,781 | $602K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.9% | 20,684 | $599K |
| Compass Ion Advisors, LLC | 0.06% | Add +29.7% | 20,288 | $587K |
| First PREMIER Bank | 0.14% | Add +136.7% | 20,193 | $585K |
| Helium Advisors LLC | 0.37% | Add +44.2% | 19,961 | $578K |
| IFG Advisory, LLC | 0.03% | Add +12.9% | 19,864 | $575K |
| Synovus Financial Corp. | 0.01% | Add +33.1% | 19,853 | $575K |
| SpringVest Wealth Management LLC | 0.46% | Reduce -3.4% | 19,760 | $572K |
| Eastover Investment Advisors LLC | 0.25% | No change | 19,470 | $564K |
| CLG LLC | 0.17% | No change | 19,350 | $560K |
| Fort Vancouver Investment Management, LLC | 0.38% | Reduce -0.9% | 19,028 | $551K |
| Balanced Rock Investment Advisors LLC | 0.42% | Add +26.0% | 18,625 | $539K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 18,128 | $525K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +33.3% | 17,918 | $519K |
| Apollon Wealth Management, LLC | 0.01% | Add +11.2% | 17,789 | $515K |
| Signature Resources Capital Management, LLC | 0.31% | Reduce -4.1% | 17,734 | $513K |
| GWN Securities Inc. | 0.10% | Reduce -0.8% | 17,692 | $512K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -1.1% | 17,092 | $495K |
| Magnolia Private Wealth, LLC | 0.38% | Add +2.1% | 16,724 | $484K |
| Longview Financial Advisors LLC | 0.30% | Reduce -15.8% | 16,459 | $476K |
| Altiora Financial Group, LLC | 0.09% | Add +0.2% | 16,300 | $472K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16,200 | $469K |
| Quarry Hill Advisors, LLC | 0.27% | No change | 16,183 | $469K |
| Kraft Asset Management, LLC | 0.43% | Add +41.7% | 16,109 | $466K |
| USAdvisors Wealth Management, LLC | 0.17% | Add +0.0% | 16,043 | $464K |
| SJS Investment Consulting Inc. | 0.07% | No change | 16,010 | $463K |
| HMV Wealth Advisors, LLC | 0.30% | New | 15,965 | $462K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -0.1% | 15,950 | $462K |
| Rather & Kittrell, Inc. | 0.09% | Reduce -6.3% | 15,928 | $461K |
| Ascentis Independent Advisors | 0.09% | Add +0.0% | 15,927 | $461K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.3% | 15,615 | $452K |
| Abel Hall, LLC | 0.21% | Reduce -0.2% | 15,557 | $450K |
| D.A. Davidson & Co. | 0.00% | Add +20.4% | 15,493 | $449K |
| Garrison Point Advisors, LLC | 0.20% | Add +25.3% | 15,134 | $438K |
| Principal Securities, Inc. | 0.01% | Reduce -36.8% | 15,085 | $437K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -48.8% | 14,982 | $434K |
| Infinity Wealth Counsel, LLC | 0.44% | Add +0.7% | 14,966 | $433K |
| Ruedi Wealth Management, Inc. | 0.13% | Reduce -3.3% | 14,778 | $428K |
| Partners in Financial Planning | 0.08% | New | 14,549 | $421K |
| IFG Advisors, LLC | 0.07% | Reduce -0.1% | 14,483 | $419K |
| Prosperity Planning, Inc. | 0.17% | Reduce -1.5% | 14,420 | $417K |
| Earned Wealth Advisors, LLC | 0.08% | Add +15.5% | 14,371 | $416K |
| Aerodigm Wealth, LLC | 0.20% | New | 14,181 | $411K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.9% | 13,952 | $404K |
| Vawter Financial, Ltd. | 4.56% | Reduce -95.9% | 13,941 | $404K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.9% | 13,875 | $402K |
| G2 Capital Management, LLC / Oh | 0.11% | Add +7.8% | 13,377 | $387K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +8.7% | 13,150 | $381K |
| Cloud Capital Management, LLC | 0.24% | Add +19.9% | 12,901 | $378K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | Add +0.8% | 12,892 | $373K |
| VanderPol Investments L.L.C. | 0.77% | Reduce -17.1% | 12,667 | $367K |
| Samalin Investment Counsel, LLC | 0.14% | Add +3.9% | 12,648 | $366K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -25.4% | 12,418 | $360K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.4% | 12,294 | $356K |
| Merit Financial Group, LLC | 0.00% | New | 12,200 | $353K |
| Pinnacle Family Advisors, LLC | 0.17% | Add +1.3% | 12,182 | $353K |
| Hill Investment Group Partners, LLC | 0.05% | Add +6.7% | 12,170 | $352K |
| Advisory Services Network, LLC | 0.01% | Add +44.2% | 11,928 | $349K |
| Sincerus Advisory, LLC | 0.32% | Add +1.4% | 11,557 | $344K |
| Canopy Partners, LLC | 0.13% | Add +22.9% | 11,863 | $343K |
| Websterrogers Financial Advisors, LLC | 0.11% | No change | 11,749 | $340K |
| NewEdge Wealth, LLC | 0.01% | New | 11,390 | $339K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.8% | 11,587 | $335K |
| L.K. Benson & Company, P.C. | 0.20% | Add +0.8% | 11,476 | $332K |
| Wedmont Private Capital | 0.01% | No change | 11,075 | $321K |
| Financial Harvest, LLC | 0.24% | New | 10,944 | $317K |
| Stewardship Advisors, LLC | 0.08% | Add +2.0% | 10,848 | $314K |
| Presidio Capital Management, LLC | 0.12% | Reduce -6.5% | 10,524 | $305K |
| Matisse Capital | 0.14% | No change | 10,438 | $302K |
| Peirce Capital Management, LLC | 0.13% | New | 10,185 | $295K |
| Elevate Wealth Advisory, Inc. | 0.21% | Reduce -18.1% | 10,135 | $293K |
| Mairs & Power Inc. | 0.00% | Reduce -21.4% | 9,850 | $285K |
| Argent Trust Co | 0.01% | New | 9,793 | $284K |
| Integrity Investment Advisors, LLC | 0.22% | Reduce -7.7% | 9,747 | $282K |
| Maryland Capital Advisors Inc. | 0.11% | Reduce -9.5% | 9,693 | $281K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 9,659 | $280K |
| Vestia Personal Wealth Advisors | 0.19% | Add +0.6% | 9,609 | $278K |
| Wells Fargo & Company | 0.00% | Add +52.4% | 9,608 | $278K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +0.8% | 9,471 | $274K |
| Pillar Financial Advisors, LLC | 0.19% | No change | 9,310 | $270K |
| Poinciana Advisors Group, LLC | 0.24% | Add +18.3% | 9,284 | $269K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 9,222 | $267K |
| Lionshead Wealth Management, LLC | 0.25% | Add +6.6% | 9,171 | $266K |
| Foundation Wealth Management, LLC\PA | 0.11% | Add +3.9% | 8,870 | $257K |
| Landmark Wealth Management, Inc. | 0.11% | Reduce -72.2% | 8,833 | $256K |
| Passive Capital Management, LLC. | 0.08% | Reduce -1.6% | 8,685 | $252K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,518 | $247K |
| Strategent Financial, LLC | 0.19% | New | 8,486 | $246K |
| Main Street Financial Solutions, LLC | 0.02% | Add +5.4% | 8,473 | $245K |
| Spire Wealth Management | 0.01% | Reduce -4.0% | 8,439 | $244K |
| Corus Family Wealth Advisors | 0.17% | Add +0.0% | 8,414 | $244K |
| Blume Capital Management, Inc. | 0.05% | No change | 8,354 | $242K |
| Concord Asset Management, LLC | 0.04% | New | 8,276 | $240K |
| Concord Wealth Partners | 0.03% | Add +291.3% | 8,276 | $240K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 8,195 | $237K |
| Pinney & Scofield, Inc. | 0.16% | Add +24.4% | 8,166 | $236K |
| Seneschal Advisors, LLC | 0.18% | New | 7,902 | $229K |
| Drive Wealth Management, LLC | 0.05% | Reduce -31.9% | 7,873 | $228K |
| HM Payson & Co. | 0.00% | No change | 7,571 | $219K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 7,567 | $219K |
| Riverchase Wealth Management, LLC | 0.14% | New | 7,501 | $217K |
| VSM Wealth Advisory, LLC | 0.07% | Reduce -8.6% | 7,488 | $217K |
| Asset Dedication, LLC | 0.02% | Add +142.9% | 7,487 | $217K |
| Good Life Advisors, LLC | 0.01% | New | 7,462 | $216K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 7,318 | $212K |
| Triad Wealth Partners, LLC | 0.04% | New | 7,185 | $208K |
| Wealthspan Partners, LLC | 0.09% | New | 7,145 | $207K |
| Scratch Capital LLC | 0.16% | Reduce -30.9% | 6,932 | $201K |
| Parkworth Wealth Management, Inc. | 0.14% | Reduce -24.8% | 6,581 | $191K |
| Woodside Wealth Management LLC | 0.15% | Add +1.2% | 6,019 | $174K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,913 | $171K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,495 | $159K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.0% | 5,315 | $154K |
| Red Lighthouse Investment Management, LLC | 0.06% | Reduce -7.3% | 5,176 | $150K |
| Strategic Investment Solutions, Inc. | 0.04% | Reduce -63.2% | 4,866 | $141K |
| Sittner & Nelson, LLC | 0.05% | Add +53.3% | 4,640 | $134K |
| Hurley Capital, LLC | 0.08% | Add +14.7% | 4,159 | $120K |
| Orion Capital Management LLC | 0.05% | Reduce -49.9% | 4,140 | $120K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 4,026 | $117K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -89.5% | 3,909 | $113K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -22.5% | 3,696 | $107K |
| Motco | 0.01% | New | 3,544 | $104K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $102K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.5% | 2,266 | $65K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 2,225 | $64K |
| Eq Wealth Advisors, LLC | 0.04% | No change | 2,001 | $58K |
| Glassman Wealth Services | 0.01% | Add +26.1% | 1,690 | $49K |
| Grand Wealth Management, LLC | 0.02% | New | 1,590 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,455 | $42K |
| Atlantic Private Wealth, LLC | 0.03% | New | 1,412 | $41K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,334 | $39K |
| Global Retirement Partners, LLC | 0.00% | — | 1,281 | $37K |
| Signaturefd, LLC | 0.00% | Add +4829.2% | 1,183 | $34K |
| CENTRAL TRUST Co | 0.00% | Add +38.9% | 1,093 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $31K |
| Banco de Sabadell, S.A | 0.02% | New | 1,058 | $31K |
| Ancora Advisors LLC | 0.00% | Add +314.5% | 974 | $28K |
| Assetmark, Inc. | 0.00% | Add +151.2% | 962 | $28K |
| Rossby Financial, LCC | 0.01% | No change | 916 | $27K |
| Financial Gravity Companies, Inc. | 0.00% | — | 847 | $25K |
| Nalls Sherbakoff Group, LLC | 0.02% | Reduce -2.9% | 801 | $23K |
| Bellevue Asset Management, LLC | 0.01% | New | 753 | $22K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $21K |
| Howe & Rusling Inc. | 0.00% | Add +17.2% | 654 | $19K |
| LRI Investments, LLC | 0.00% | New | 624 | $18K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -4.6% | 607 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 577 | $17K |
| Crewe Advisors LLC | 0.00% | New | 566 | $16K |
| Redwood Park Advisors LLC | 0.01% | Reduce -2.3% | 551 | $16K |
| Bessemer Group Inc. | 0.00% | New | 521 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 495 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 413 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 408 | $12K |
| TruNorth Capital Management, LLC | 0.00% | No change | 368 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $10K |
| Financial Connections Group, Inc. | 0.00% | Reduce -36.9% | 350 | $10K |
| Painted Porch Advisors LLC | 0.00% | No change | 320 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 296 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 293 | $8K |
| Total Investment Management Inc. | 0.00% | New | 290 | $8K |
| Team Financial Group, LLC | 0.00% | New | 276 | $8K |
| Eastern Bank | 0.00% | No change | 222 | $6K |
| Brooklyn Investment Group | 0.00% | New | 218 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 218 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 200 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +100.0% | 200 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 175 | $5K |
| US Bancorp \de | 0.00% | Reduce -97.4% | 155 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 149 | $4K |
| Transce3nd, LLC | 0.00% | No change | 136 | $4K |
| Centennial Bank | 0.00% | No change | 133 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.8% | 129 | $4K |
| West Branch Capital LLC | 0.00% | No change | 125 | $4K |
| Spurstone Advisory Services, LLC | 0.04% | No change | 96 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 96 | $3K |
| Kings Path Partners LLC | 0.00% | New | 81 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 62 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 59 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $890 |
| Golden State Wealth Management, LLC | 0.00% | No change | 12 | $347 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $174 |
| Premier Financial Group | 0.00% | — | 2 | $60 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.