Dimensional Emerging Core EqDFAEETF
13F holders, Q3 2025 (September 30)580holders +25
44new positions
14sold out
1famous investor
$31.56avg. 13F price*
At the end of Q3 2025, 580 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 25 from Q2 2025. 44 opened new positions and 14 sold out. The largest holders were Retirement Systems of Alabama ($399.4M), Mather Group, Llc. ($383.2M) and FMR LLC ($297.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $167.2M |
| Exits | 14 | $41.5M |
All 13F filers, Q2 2025 → Q3 2025: 17,854,655 shares bought and 6,171,195 shares sold, net +11,683,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 580 holders
| Retirement Systems of Alabama | 1.33% | No change | 12,668,769 | $399.4M |
| Mather Group, Llc. | 3.87% | Add +0.2% | 12,152,804 | $383.2M |
| FMR LLC | 0.02% | Reduce -0.9% | 9,435,535 | $297.5M |
| UBS Group AG | 0.04% | Add +5.3% | 6,449,669 | $203.4M |
| Bank of America Corp. | 0.01% | Add +13.6% | 5,763,021 | $181.7M |
| Coldstream Capital Management Inc. | 1.91% | Add +75.2% | 4,487,825 | $141.5M |
| Foster Group, Inc. | 3.98% | Add +11.3% | 4,020,549 | $126.8M |
| Mariner, LLC | 0.16% | Add +4.9% | 3,961,957 | $124.9M |
| Factory Mutual Insurance Co. | 0.95% | No change | 3,086,900 | $97.3M |
| Root Financial Partners, LLC | 5.32% | Add +39.0% | 2,739,217 | $86.4M |
| Wealthspire Advisors, LLC | 0.43% | Add +0.7% | 2,627,858 | $82.9M |
| Washington Trust Bank | 5.65% | New | 2,444,476 | $77.1M |
| Cetera Investment Advisers | 0.08% | Add +597.5% | 2,163,765 | $68.2M |
| HighTower Advisors, LLC | 0.08% | Add +2.1% | 2,122,727 | $66.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.8% | 1,943,629 | $61.3M |
| Evoke Wealth, LLC | 1.23% | Add +5.6% | 1,863,434 | $58.8M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 1,811,280 | $57.1M |
| True Link Financial Advisors, LLC | 3.56% | Add +2.4% | 1,756,250 | $55.4M |
| Falcon Wealth Planning | 4.94% | Add +3.4% | 1,742,113 | $54.9M |
| Focus Partners Wealth | 0.09% | Add +4.0% | 1,725,309 | $54.4M |
| TCI Wealth Advisors, Inc. | 3.23% | Add +13.9% | 1,718,626 | $54.2M |
| Millburn Ridgefield LLC | 1.28% | No change | 1,697,608 | $53.5M |
| Catalyst Capital Advisors LLC | 1.08% | No change | 1,697,608 | $53.5M |
| Creative Planning | 0.04% | Reduce -1.9% | 1,505,896 | $47.5M |
| Cerity Partners LLC | 0.07% | Add +32.5% | 1,467,592 | $46.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.9% | 1,230,463 | $39.3M |
| Maseco LLP | 1.86% | Add +7.5% | 1,218,165 | $38.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.9% | 1,215,209 | $38.3M |
| RAM Investment Partners, LLC | 7.01% | Add +6.3% | 1,185,291 | $37.4M |
| Cwm, LLC | 0.11% | Add +3.3% | 1,160,156 | $36.6M |
| Aquire Wealth Advisors, LLC | 8.81% | Add +3.7% | 1,134,204 | $35.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -52.3% | 1,111,905 | $35.1M |
| LPL Financial LLC | 0.01% | Add +5.7% | 1,111,005 | $35.0M |
| Great Point Wealth Advisors, LLC | 6.50% | — | 1,097,706 | $34.6M |
| Focus Partners Advisor Solutions, LLC | 0.37% | Add +5.2% | 1,013,879 | $32.3M |
| Ledyard National Bank | 2.82% | Reduce -0.0% | 998,821 | $31.5M |
| OneDigital Investment Advisors LLC | 0.32% | Add +5.6% | 977,983 | $30.8M |
| West Financial Advisors, LLC | 4.80% | Reduce -6.2% | 921,548 | $29.1M |
| RVW Wealth, LLC | 2.23% | Add +0.4% | 905,176 | $28.5M |
| Prime Capital Investment Advisors, LLC | 0.35% | Reduce -0.5% | 875,531 | $27.6M |
| WPWealth LLP | 4.48% | Add +3.4% | 868,620 | $27.4M |
| Mission Wealth Management, LP | 0.55% | Reduce -6.1% | 856,173 | $27.0M |
| Park Avenue Securities LLC | 0.21% | Add +9.3% | 844,759 | $26.6M |
| Market Street Wealth Management Advisors LLC | 4.01% | Reduce -2.1% | 800,445 | $25.2M |
| Jane Street Group, LLC | 0.03% | Add +7.3% | 800,000 | $25.2M |
| Perigon Wealth Management, LLC | 0.51% | Add +4.4% | 788,120 | $24.8M |
| Austin Wealth Management, LLC | 3.78% | Add +10.1% | 749,851 | $24.1M |
| Founders Financial Securities LLC | 1.62% | Add +7.9% | 754,424 | $23.8M |
| Horizon Investments, LLC | 0.31% | Add +7.9% | 753,239 | $23.7M |
| Morling Financial Advisors, LLC | 7.70% | Add +1.2% | 735,865 | $23.2M |
| Diversified Portfolios, Inc. | 2.03% | Reduce -0.5% | 730,848 | $23.0M |
| Annandale Capital, LLC | 3.97% | Add +6.5% | 708,203 | $22.3M |
| Berger Financial Group, Inc | 1.31% | Add +0.9% | 692,205 | $21.8M |
| Marquette Asset Management, LLC | 3.34% | Add +1.7% | 691,187 | $21.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.4% | 687,175 | $21.7M |
| Vise Technologies, Inc. | 0.80% | New | 679,344 | $21.4M |
| Clearstead Advisors, LLC | 0.31% | Add +0.1% | 670,116 | $21.1M |
| JFS Wealth Advisors, LLC | 1.23% | Reduce -0.4% | 667,411 | $21.0M |
| Fiduciary Financial Group, LLC | 3.32% | Add +5.3% | 666,821 | $21.0M |
| CPA Asset Management Group, LLC | 7.83% | Reduce -0.9% | 643,838 | $20.3M |
| Modera Wealth Management, LLC | 0.23% | Reduce -2.5% | 639,041 | $20.1M |
| Bedel Financial Consulting, Inc. | 2.55% | Add +8.6% | 634,028 | $20.0M |
| Moneta Group Investment Advisors LLC | 0.16% | New | 624,304 | $19.7M |
| Arista Wealth Management, LLC | 2.44% | Add +3.5% | 622,263 | $19.6M |
| Wealth Management Nebraska | 2.33% | Add +3.0% | 619,644 | $19.5M |
| Bank of Montreal | 0.01% | Reduce -4.2% | 609,615 | $19.2M |
| Brighton Jones LLC | 0.46% | Add +7.8% | 606,590 | $19.1M |
| Pioneer Wealth Management Group | 6.14% | Add +5.9% | 602,942 | $19.0M |
| Freedom Investment Management, Inc. | 5.02% | Reduce -3.6% | 602,517 | $19.0M |
| Moisand Fitzgerald Tamayo, LLC | 2.24% | Reduce -0.7% | 602,109 | $19.0M |
| Pallas Capital Advisors LLC | 0.70% | Add +3.9% | 600,534 | $18.9M |
| Creative Capital Management Investments LLC | 5.91% | Add +3.9% | 586,515 | $18.5M |
| Physician Wealth Advisors, Inc. | 2.62% | Add +29.1% | 584,093 | $18.4M |
| Colony Family Offices, LLC | 4.74% | Reduce -18.6% | 580,300 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.6% | 577,727 | $18.2M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +51.5% | 536,567 | $16.9M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +0.2% | 536,241 | $16.9M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +554.1% | 521,118 | $16.4M |
| Index Fund Advisors, Inc. | 0.79% | Reduce -2.5% | 513,691 | $16.2M |
| Wealth Dimensions Group, Ltd. | 3.30% | Add +5.4% | 509,241 | $16.1M |
| Efficient Advisors, LLC | 0.88% | Add +4.4% | 497,509 | $15.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.39% | Add +15.3% | 494,880 | $15.6M |
| Avantax Planning Partners, Inc. | 0.44% | Reduce -2.9% | 492,014 | $15.5M |
| Voisard Asset Management Group, Inc. | 3.54% | Reduce -2.1% | 485,034 | $15.3M |
| Envision Financial Planning, LLC | 6.37% | Add +1.1% | 476,250 | $15.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.1% | 475,700 | $15.0M |
| Wescott Financial Advisory Group, LLC | 1.34% | Add +2.5% | 474,837 | $15.0M |
| First Bancorp, Inc | 7.82% | Add +2.5% | 465,794 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -72.9% | 463,729 | $14.6M |
| Sterling Wealth Management, Inc. | 4.32% | Add +10.0% | 452,511 | $14.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -4.5% | 446,112 | $14.1M |
| NorthCoast Asset Management LLC | 0.05% | Add +3.0% | 443,333 | $14.0M |
| Collective Family Office LLC | 3.35% | Reduce -0.9% | 442,614 | $14.0M |
| DiNuzzo Private Wealth, Inc. | 1.56% | Reduce -1.1% | 458,370 | $13.8M |
| Confluence Wealth Services, Inc. | 0.68% | Add +8.2% | 436,310 | $13.8M |
| Awm Capital, LLC | 1.23% | Reduce -3.4% | 429,950 | $13.6M |
| CFS Investment Advisory Services, LLC | 1.01% | Reduce -2.6% | 416,308 | $13.5M |
| Avior Wealth Management, LLC | 0.43% | Add +729.9% | 424,171 | $13.4M |
| Evergreen Capital Management LLC | 0.32% | Add +5.5% | 420,052 | $13.2M |
| TCP Asset Management, LLC | 2.35% | Add +2.4% | 417,943 | $13.2M |
| Chico Wealth RIA | 8.70% | Add +2.1% | 406,120 | $12.8M |
| Bridgewater Advisors Inc. | 0.88% | Add +4.4% | 390,466 | $12.6M |
| BWM Planning, LLC | 3.75% | Add +3.8% | 399,388 | $12.6M |
| SC&H Financial Advisors, Inc. | 2.05% | Add +5.3% | 398,056 | $12.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.07% | Add +1.7% | 397,512 | $12.5M |
| PBMares Wealth Management LLC | 2.03% | Add +7.2% | 397,199 | $12.5M |
| Security Financial Services, INC. | 2.01% | Reduce -22.1% | 394,232 | $12.4M |
| Wealthquest Corp | 0.95% | Reduce -4.6% | 378,417 | $11.9M |
| Avondale Wealth Management | 6.32% | Add +3.8% | 376,215 | $11.9M |
| Everhart Financial Group, Inc. | 1.14% | Add +53.4% | 362,226 | $11.4M |
| DDFG, Inc | 2.58% | Reduce -4.0% | 353,877 | $11.2M |
| Vawter Financial, Ltd. | 5.05% | Add +2433.3% | 353,173 | $11.1M |
| Newman Dignan & Sheerar, Inc. | 2.39% | Add +1.1% | 350,866 | $11.1M |
| Seven Mile Advisory | 1.81% | Add +106.2% | 350,584 | $11.1M |
| Cresset Asset Management, LLC | 0.05% | Add +35.0% | 348,188 | $11.0M |
| AA Financial Advisors, LLC | 2.12% | Add +2.0% | 342,379 | $10.8M |
| Betterment LLC | 0.02% | Reduce -3.4% | 337,462 | $10.6M |
| Exencial Wealth Advisors, LLC | 0.35% | Add +2.7% | 336,650 | $10.6M |
| Tortoise Investment Management, LLC | 0.93% | Add +3.2% | 331,676 | $10.5M |
| Great Waters Wealth Management | 1.22% | Reduce -7.1% | 328,806 | $10.4M |
| Old Mission Capital LLC | 0.37% | Add +98.7% | 326,712 | $10.3M |
| Rockland Trust Co. | 0.42% | New | 325,281 | $10.3M |
| Eclectic Associates Inc. | 1.87% | Add +65.7% | 322,404 | $10.2M |
| MML Investors Services, LLC | 0.03% | Reduce -26.2% | 309,281 | $9.8M |
| AlTi Global, Inc. | 0.23% | Reduce -5.3% | 305,097 | $9.6M |
| MAI Capital Management | 0.06% | Add +15.6% | 301,787 | $9.5M |
| AE Wealth Management LLC | 0.06% | Reduce -5.0% | 300,670 | $9.5M |
| Spectrum Investment Advisors, Inc. | 5.00% | Add +1.3% | 293,148 | $9.2M |
| Perritt Capital Management Inc | 4.36% | Add +0.8% | 291,631 | $9.2M |
| Allodium Investment Consultants, LLC | 5.19% | Reduce -0.4% | 291,566 | $9.2M |
| Forum Private Client Group LLC | 3.17% | Add +2.6% | 281,951 | $8.9M |
| Beaird Harris Wealth Management, LLC | 0.63% | Reduce -1.5% | 280,697 | $8.9M |
| Towneley Capital Management, Inc / DE | 1.90% | Reduce -2.9% | 277,458 | $8.7M |
| Diversify Wealth Management, LLC | 0.50% | Reduce -9.8% | 261,055 | $8.6M |
| Disciplined Investments, LLC | 3.39% | Add +1.7% | 270,368 | $8.5M |
| Stadion Money Management, LLC | 0.67% | Reduce -7.2% | 265,084 | $8.4M |
| Aptus Capital Advisors, LLC | 0.08% | Add +2.0% | 263,208 | $8.3M |
| DecisionPoint Financial, LLC | 1.90% | Reduce -3.7% | 256,766 | $8.2M |
| SOL Capital Management CO | 0.73% | Add +9.9% | 258,488 | $8.2M |
| Captrust Financial Advisors | 0.02% | Reduce -10.0% | 254,930 | $8.0M |
| Kure Advisory, LLC | 4.92% | Add +2.0% | 252,729 | $8.0M |
| Essential Planning, LLC. | 2.73% | Reduce -1.7% | 251,772 | $7.9M |
| PCA Investment Advisory Services Inc. | 2.93% | Add +6.3% | 251,014 | $7.9M |
| Quantum Financial Advisors, LLC | 0.96% | Reduce -2.4% | 249,983 | $7.9M |
| Compass Financial Group, Inc. | 3.51% | New | 248,144 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Add +16.7% | 252,247 | $7.8M |
| Colorado Capital Management, Inc. | 2.98% | Add +5.7% | 244,391 | $7.7M |
| Jackson Thornton Wealth Management, LLC | 0.78% | Reduce -0.3% | 238,025 | $7.6M |
| Monument Group Wealth Advisors, LLC | 4.50% | Add +3.1% | 242,520 | $7.6M |
| Financial Alternatives, Inc | 4.58% | Add +0.5% | 240,075 | $7.6M |
| Advisory Alpha, LLC | 0.20% | Add +4.9% | 226,486 | $7.2M |
| Sterling Wealth Advisors Inc | 4.58% | Add +5.0% | 224,288 | $7.2M |
| Graver Capital Management, LLC | 5.94% | Reduce -1.6% | 223,565 | $7.0M |
| Shore Point Advisors, LLC | 3.07% | Reduce -1.5% | 220,376 | $6.9M |
| Oceanside Advisors LLC | 4.33% | Reduce -1.1% | 219,873 | $6.9M |
| Heritage Wealth Management, Inc./Texas | 3.05% | Add +46.0% | 219,333 | $6.9M |
| Vermillion & White Wealth Management Group, LLC | 3.93% | Add +56.9% | 219,050 | $6.9M |
| McMill Wealth Management | 1.96% | Add +0.2% | 218,250 | $6.9M |
| Midwest Heritage Bank, FSB | 2.42% | Reduce -0.3% | 217,036 | $6.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.51% | No change | 216,573 | $6.8M |
| Pinnacle Associates Ltd. | 0.09% | No change | 216,573 | $6.8M |
| Entrewealth, LLC | 3.45% | Add +38.7% | 212,331 | $6.7M |
| Claris Advisors, LLC / Mo / | 2.33% | No change | 231,124 | $6.7M |
| Fischer Investment Strategies, LLC | 3.99% | Add +59.9% | 210,758 | $6.6M |
| Sax Wealth Advisors, LLC | 0.35% | Add +13.4% | 205,592 | $6.5M |
| Legacy Financial Group, Inc. | 1.77% | Reduce -4.0% | 204,703 | $6.5M |
| Baker Tilly Wealth Management, LLC | 1.45% | New | 118,476 | $6.4M |
| GEM Asset Management, LLC | 2.94% | Add +3.9% | 194,352 | $6.2M |
| Willow Creek Wealth Management Inc. | 0.51% | Add +3.0% | 195,526 | $6.2M |
| Parkwoods Wealth Partners, LLC | 2.06% | Add +126.4% | 191,208 | $6.0M |
| Binnacle Investments Inc | 3.52% | Add +2.1% | 189,610 | $6.0M |
| Plan Group Financial, LLC | 1.60% | Reduce -30.4% | 189,184 | $6.0M |
| Keb Asset Management, LLC | 1.33% | Reduce -0.1% | 188,176 | $5.9M |
| Pure Portfolios Holdings LLC | 1.82% | Add +1.7% | 184,278 | $5.8M |
| Archford Capital Strategies, LLC | 0.68% | Reduce -29.3% | 182,427 | $5.8M |
| PFG Private Wealth Management, LLC | 2.51% | New | 178,813 | $5.6M |
| Integrity Wealth Solutions LLC | 2.51% | Add +2.1% | 178,813 | $5.6M |
| SIMA Wealth Partners, LLC | 4.28% | Add +8.3% | 177,674 | $5.6M |
| PFG Advisors | 0.23% | Add +15.3% | 176,773 | $5.6M |
| Parkshore Wealth Management, Inc. | 2.26% | Add +16.7% | 176,240 | $5.6M |
| Fort Henry Capital, LLC | 3.52% | Reduce -1.4% | 175,616 | $5.5M |
| Curio Wealth, LLC | 2.25% | Reduce -2.1% | 173,587 | $5.5M |
| Vermillion Wealth Management, Inc. | 1.48% | Add +9.2% | 171,367 | $5.4M |
| Sageworth Trust Co | 0.24% | No change | 166,786 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +20.9% | 164,804 | $5.2M |
| Trinity Financial Advisors LLC | 1.48% | Add +4.0% | 163,049 | $5.1M |
| FMB Wealth Management | 2.17% | Add +5.7% | 162,492 | $5.1M |
| Two West Capital Advisors LLC | 3.09% | Reduce -3.4% | 157,036 | $5.1M |
| IAG Wealth Partners, LLC | 0.61% | Reduce -0.2% | 161,924 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | New | 161,785 | $5.1M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -56.8% | 161,638 | $5.1M |
| Jacobi Capital Management LLC | 0.31% | Add +16.8% | 160,488 | $5.1M |
| Bannerman Wealth Management Group, LLC | 3.65% | Add +1.1% | 157,091 | $5.0M |
| Note Advisors, LLC | 2.92% | Add +6.5% | 155,778 | $4.9M |
| Sutton Place Investors LLC | 2.80% | Reduce -14.1% | 155,709 | $4.9M |
| Builder Investment Group Inc. | 1.08% | Add +1.1% | 152,840 | $4.8M |
| Pettinga Financial Advisors LLC | 0.92% | Add +3.6% | 149,341 | $4.7M |
| MBA Advisors LLC | 1.98% | Add +2.3% | 147,140 | $4.6M |
| Ledgewood Wealth Advisors, LLC | 2.72% | Reduce -4.8% | 145,771 | $4.6M |
| Andrews, Lucia Wealth Management LLC | 2.76% | Add +0.9% | 145,261 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.18% | Add +4.9% | 142,009 | $4.5M |
| North Capital, Inc. | 3.46% | Add +6.5% | 141,847 | $4.5M |
| Navigoe, LLC | 2.78% | Add +5.1% | 138,259 | $4.4M |
| Savant Capital, LLC | 0.03% | Add +72.6% | 136,528 | $4.3M |
| Farther Finance Advisors, LLC | 0.07% | Add +109.7% | 136,437 | $4.3M |
| Linscomb Wealth, Inc. | 0.18% | Add +23.0% | 135,923 | $4.3M |
| Larson Financial Group LLC | 0.14% | Reduce -23.0% | 127,466 | $4.0M |
| SouthState Bank Corp | 0.18% | Reduce -56.9% | 127,281 | $4.0M |
| Penobscot Wealth Management | 1.29% | Add +9.3% | 127,115 | $4.0M |
| Aegis Wealth Management LLC | 2.15% | Reduce -9.4% | 127,060 | $4.0M |
| Plancorp, LLC | 0.12% | Add +0.0% | 125,447 | $4.0M |
| Sculati Wealth Management, LLC | 1.39% | Add +29.1% | 125,222 | $3.9M |
| Bay Harbor Wealth Management, LLC | 1.07% | Add +7.1% | 125,029 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +7.5% | 120,292 | $3.8M |
| Daner Wealth Management, LLC | 2.46% | Add +0.5% | 118,306 | $3.8M |
| Northwest Wealth Management, LLC | 0.62% | Add +3.2% | 118,977 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +58.9% | 117,721 | $3.7M |
| Burton Enright Welch | 0.55% | Reduce -4.1% | 115,365 | $3.6M |
| Wingate Wealth Advisors, Inc. | 2.51% | Add +10.4% | 114,878 | $3.6M |
| Allworth Financial LP | 0.02% | Add +1.1% | 110,368 | $3.5M |
| ArborFi Advisors, LLC | 2.82% | Add +40.1% | 109,796 | $3.5M |
| Moody National Bank Trust Division | 0.29% | Add +1.8% | 108,895 | $3.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +15.5% | 107,752 | $3.4M |
| Factor Wealth Management LTD | 0.85% | Add +14.4% | 107,353 | $3.4M |
| Saxony Capital Management, LLC | 2.23% | Add +22.3% | 107,037 | $3.4M |
| Blue Trust, Inc. | 0.04% | Reduce -1.9% | 104,821 | $3.3M |
| Apella Capital, LLC | 0.07% | Reduce -10.3% | 102,871 | $3.3M |
| Evanson Asset Management, LLC | 0.19% | Add +51.7% | 104,324 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -59.3% | 101,996 | $3.2M |
| Tillman Hartley LLC | 0.83% | Reduce -0.3% | 101,476 | $3.2M |
| Prudent Man Investment Management, Inc. | 1.76% | Reduce -0.0% | 124,980 | $3.2M |
| Level Financial Advisors | 0.89% | Add +2.6% | 99,954 | $3.2M |
| Emprise Bank | 1.32% | Reduce -0.2% | 97,238 | $3.1M |
| Breakwater Capital Group | 0.45% | Add +5.8% | 97,030 | $3.1M |
| Edge Financial Advisors LLC | 1.35% | Add +9.7% | 95,368 | $3.0M |
| Heritage Financial Services, LLC | 0.27% | Add +14.3% | 94,825 | $3.0M |
| Waterfront Wealth Inc. | 0.61% | Reduce -4.0% | 92,910 | $3.0M |
| Vance Wealth, LLC | 0.90% | Add +38.3% | 92,611 | $2.9M |
| Baker Boyer National Bank | 0.95% | Reduce -1.8% | 90,878 | $2.9M |
| American Capital Advisory, LLC | 1.32% | Reduce -2.8% | 90,464 | $2.9M |
| Johnson Wealth Management, LLC | 1.56% | — | 89,905 | $2.8M |
| City State Bank | 0.80% | Add +8.1% | 87,409 | $2.8M |
| Lincoln Capital Corp. | 0.99% | Reduce -1.1% | 87,119 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.99% | Reduce -5.8% | 86,876 | $2.7M |
| HB Wealth Management, LLC | 0.02% | Add +67.9% | 85,225 | $2.7M |
| RFG Advisory, LLC | 0.06% | Add +0.6% | 85,127 | $2.7M |
| GeoWealth Management, LLC | 0.10% | Reduce -0.9% | 85,023 | $2.7M |
| Burk Holdings LLC | 1.41% | Add +5.3% | 83,996 | $2.6M |
| Lodestone Wealth Management LLC | 1.18% | Add +0.7% | 83,530 | $2.6M |
| Cordgrass Capital Advisors, LLC | 0.64% | Add +8.4% | 82,520 | $2.6M |
| Financial Symmetry Inc | 1.16% | Reduce -2.2% | 81,980 | $2.6M |
| 180 Wealth Advisors, LLC | 0.31% | Add +7.3% | 81,059 | $2.6M |
| Mustard Seed Financial, LLC | 1.64% | Add +4.7% | 80,678 | $2.5M |
| Hutchinson Capital Management | 0.44% | Add +7.7% | 80,280 | $2.5M |
| CGN Advisors LLC | 0.21% | Add +0.4% | 79,462 | $2.5M |
| Versant Capital Management, Inc | 0.34% | Reduce -1.0% | 78,349 | $2.5M |
| FinDec Wealth Services, Inc. | 2.55% | Reduce -14.1% | 78,205 | $2.5M |
| AlphaStar Capital Management, LLC | 0.21% | New | 78,069 | $2.5M |
| Timonier Family Office, LTD. | 0.81% | Reduce -1.5% | 78,003 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 77,583 | $2.4M |
| First Financial Group Corp | 2.10% | Add +2.5% | 76,867 | $2.4M |
| Quad-Cities Investment Group, LLC | 1.02% | Add +5.8% | 76,192 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -9.1% | 75,846 | $2.4M |
| Pinnacle Financial Group, LLC / IL | 0.70% | Add +0.4% | 73,431 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.6% | 72,768 | $2.3M |
| Valued Wealth Advisors LLC | 1.05% | Reduce -1.9% | 72,061 | $2.3M |
| Aviance Capital Partners, LLC | 0.27% | Add +2.6% | 71,833 | $2.3M |
| Dopkins Wealth Management, LLC | 0.95% | Reduce -4.1% | 71,612 | $2.3M |
| Heritage Investment Group, Inc. | 0.36% | No change | 71,408 | $2.3M |
| Cardiff Park Advisors, LLC | 0.17% | Add +12.8% | 71,044 | $2.2M |
| Washington Trust Advisors, Inc. | 0.17% | Add +1806.4% | 70,462 | $2.2M |
| AQR Capital Management | 0.00% | Add +8.7% | 69,947 | $2.2M |
| Lauer Wealth, LLC | 1.61% | Add +0.1% | 68,840 | $2.2M |
| Oak Wealth Advisors LLC | 1.27% | Reduce -0.1% | 69,273 | $2.2M |
| Heritage Wealth Management, Inc. | 1.48% | Reduce -9.4% | 68,906 | $2.2M |
| Clarity Capital Advisors, LLC | 1.17% | Add +3.1% | 68,200 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.38% | Reduce -1.7% | 67,460 | $2.1M |
| Sollinda Capital Management LLC | 0.58% | Add +12.9% | 66,982 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.30% | Reduce -1.6% | 66,337 | $2.1M |
| Zhang Financial LLC | 0.08% | Reduce -3.8% | 65,715 | $2.1M |
| BIP Wealth, LLC | 0.10% | Add +137.6% | 65,702 | $2.1M |
| Gradient Capital Advisors, LLC | 0.55% | Reduce -8.5% | 65,623 | $2.1M |
| Yoder Wealth Management, Inc. | 0.97% | Reduce -1.3% | 64,698 | $2.0M |
| Keebeck Wealth Management | 0.24% | No change | 64,212 | $2.0M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -2.0% | 63,210 | $2.0M |
| Total Wealth Planning, LLC | 0.23% | Reduce -7.3% | 62,925 | $2.0M |
| Beckerman Institutional, LLC | 1.17% | Add +11.1% | 62,829 | $2.0M |
| Syverson Strege & Co | 0.47% | Reduce -4.2% | 62,277 | $2.0M |
| Sentinel Wealth Management, Inc. | 1.70% | No change | 62,041 | $2.0M |
| Stratos Investment Management, LLC | 0.08% | Reduce -12.7% | 61,966 | $2.0M |
| Investmark Advisory Group LLC | 0.83% | Reduce -1.3% | 60,866 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +1.2% | 60,120 | $1.9M |
| 1900 Wealth Management LLC | 0.13% | Reduce -3.4% | 59,091 | $1.9M |
| Porter White Investment Advisors, Inc. | 0.79% | Reduce -0.4% | 58,588 | $1.8M |
| Tandem Financial, LLC | 0.69% | New | 58,485 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +2.5% | 56,939 | $1.8M |
| Cordant, Inc. | 0.82% | Reduce -3.5% | 57,924 | $1.8M |
| Medallion Wealth Advisors, LLC | 0.64% | Add +10.9% | 57,332 | $1.8M |
| M Wealth Management, LLC | 1.54% | Reduce -1.0% | 55,691 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Add +11.1% | 55,645 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.25% | Reduce -0.1% | 54,761 | $1.7M |
| Meritas Wealth Management, LLC | 0.84% | No change | 53,843 | $1.7M |
| HFG Wealth Management, LLC | 0.92% | Reduce -1.1% | 53,452 | $1.7M |
| CVA Family Office, LLC | 0.22% | Add +0.1% | 53,090 | $1.7M |
| Oder Investment Management, LLC | 1.20% | Add +1.0% | 52,952 | $1.7M |
| Waddell & Associates, LLC | 0.14% | Reduce -2.3% | 52,284 | $1.6M |
| IFP Advisors, Inc | 0.04% | Add +62.6% | 51,711 | $1.6M |
| Morris Financial Concepts, Inc. | 0.58% | Add +14.0% | 51,097 | $1.6M |
| JDH Wealth Management, LLC | 1.12% | Reduce -1.8% | 50,163 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.38% | Reduce -0.2% | 49,340 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.24% | Add +4.7% | 47,293 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -1.1% | 46,329 | $1.5M |
| Arcadia Wealth Management, LLC | 0.57% | Reduce -4.1% | 45,835 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.2% | 45,803 | $1.4M |
| Live Oak Private Wealth LLC | 0.20% | Add +33.5% | 45,708 | $1.4M |
| Vantage Point Financial LLC | 0.55% | Reduce -6.6% | 44,687 | $1.4M |
| Tru Independence Asset Management 2, LLC | 0.92% | Reduce -15.9% | 44,406 | $1.4M |
| Krilogy Financial LLC | 0.05% | Add +13.9% | 42,917 | $1.4M |
| Gemmer Asset Management LLC | 0.11% | Add +0.5% | 44,120 | $1.4M |
| Grunden Financial Advisory, Inc. | 0.55% | No change | 43,218 | $1.4M |
| Elyxium Wealth, LLC | 0.47% | Add +56.7% | 42,587 | $1.3M |
| Pacific Asset Management, LLC | 0.91% | Reduce -1.2% | 42,279 | $1.3M |
| Cambridge Financial Group, LLC | 0.43% | Reduce -12.2% | 42,233 | $1.3M |
| American Investment Services, Inc. | 0.32% | Add +1.3% | 41,692 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +4.7% | 39,247 | $1.3M |
| Clear Creek Financial Management, LLC | 0.11% | New | 40,917 | $1.3M |
| Wealth Advisors Northwest LLC | 0.61% | Add +0.3% | 40,022 | $1.3M |
| APS Management Group, Inc. | 1.12% | — | 40,014 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +1.0% | 39,886 | $1.3M |
| L & S Advisors Inc | 0.13% | Add +7.0% | 38,782 | $1.2M |
| Morgan Stanley | 0.00% | Add +48.7% | 38,122 | $1.2M |
| Savvy Advisors, Inc. | 0.05% | Add +75.1% | 36,785 | $1.2M |
| Cypress Point Wealth Management, LLC | 0.23% | Reduce -6.8% | 36,758 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.45% | Add +11.9% | 36,448 | $1.1M |
| StoneX Group Inc. | 0.05% | New | 36,379 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.6% | 35,993 | $1.1M |
| ARK & TLK Investments, LLC | 0.35% | Reduce -6.2% | 34,708 | $1.1M |
| DBK Financial Counsel, LLC | 0.91% | Add +9.8% | 34,462 | $1.1M |
| Shearwater Capital LLC | 0.64% | Add +0.1% | 34,209 | $1.1M |
| Lam Group, Inc. | 0.67% | Reduce -3.8% | 34,050 | $1.1M |
| Okabena Investment Services Inc. | 0.21% | No change | 33,571 | $1.1M |
| RCS Financial Planning, LLC | 0.46% | Reduce -7.4% | 33,158 | $1.0M |
| Comerica Bank | 0.00% | Add +25.3% | 32,822 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.58% | Add +0.6% | 32,676 | $1.0M |
| Lauterbach Financial Advisors, LLC | 0.51% | Add +7.6% | 32,027 | $1.0M |
| Flagstone Financial Management | 0.26% | No change | 31,663 | $998K |
| Northern Trust Corp. | 0.00% | Add +28.6% | 30,213 | $953K |
| Sei Investments Co. | 0.00% | Add +12.8% | 29,758 | $938K |
| Alkeme Wealth, LLC | 0.40% | Add +2.8% | 29,600 | $933K |
| Synovus Financial Corp. | 0.01% | Add +48.1% | 29,397 | $927K |
| Lynx Investment Advisory | 0.54% | Reduce -4.0% | 28,745 | $906K |
| Burney Co./ | 0.03% | Reduce -0.8% | 28,605 | $902K |
| Parallel Advisors, LLC | 0.02% | Reduce -5.1% | 28,547 | $900K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +11.8% | 28,325 | $893K |
| Foster & Motley Inc. | 0.05% | Reduce -5.5% | 28,303 | $892K |
| Invst, LLC | 0.10% | Add +14.1% | 28,079 | $885K |
| Montis Financial, LLC | 0.20% | Add +7.0% | 28,041 | $884K |
| FineMark National Bank & Trust | 0.03% | New | 27,649 | $872K |
| CarsonAllaria Wealth Management, Ltd. | 0.45% | Add +3.0% | 27,180 | $857K |
| Vestment Financial LLC | 0.48% | Reduce -42.7% | 26,556 | $847K |
| First PREMIER Bank | 0.19% | Add +32.8% | 26,808 | $845K |
| Truist Financial Corp. | 0.00% | Add +22.6% | 26,139 | $824K |
| Morton Capital Management LLC | 0.13% | Reduce -13.6% | 25,656 | $809K |
| Ellis Investment Partners, LLC | 0.14% | Add +1.2% | 25,299 | $798K |
| Highland Financial Advisors, LLC | 0.23% | Reduce -0.9% | 25,272 | $797K |
| AlphaCore Capital LLC | 0.03% | Reduce -17.2% | 25,272 | $797K |
| NewEdge Wealth, LLC | 0.01% | Add +113.6% | 24,326 | $792K |
| Compass Ion Advisors, LLC | 0.07% | Add +20.9% | 24,520 | $773K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +71.2% | 23,882 | $753K |
| Magnolia Private Wealth, LLC | 0.55% | Add +41.8% | 23,714 | $748K |
| Aire Advisors, LLC | 0.14% | Reduce -0.5% | 23,679 | $747K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $740K |
| Level Wealth Management LLC | 0.39% | Reduce -14.5% | 23,439 | $739K |
| tru Independence LLC | 0.19% | Reduce -6.7% | 23,434 | $739K |
| Fortress Wealth Management, Inc. | 0.33% | Add +1.6% | 23,186 | $731K |
| Tranquility Partners, LLC | 0.24% | Add +0.1% | 22,546 | $711K |
| Principal Securities, Inc. | 0.01% | Add +47.6% | 22,271 | $702K |
| Eaton-Cambridge Inc. | 0.24% | No change | 22,163 | $699K |
| Private Trust Co. NA | 0.06% | No change | 22,093 | $697K |
| Choreo, LLC | 0.01% | Add +1.3% | 21,763 | $686K |
| M Holdings Securities, Inc. | 0.14% | No change | 21,492 | $678K |
| Midwest Trust Co | 0.01% | Add +0.8% | 21,470 | $677K |
| Lifeworks Advisors, LLC | 0.09% | Add +1.4% | 21,149 | $667K |
| Strategic Investment Solutions, Inc. | 0.18% | Add +332.9% | 21,067 | $664K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.1% | 20,707 | $653K |
| One Capital Management, LLC | 0.02% | Reduce -1.0% | 20,609 | $650K |
| Optima Capital LLC | 0.31% | Reduce -4.7% | 20,495 | $646K |
| IFG Advisory, LLC | 0.03% | Add +1.1% | 20,073 | $633K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -4.5% | 19,852 | $626K |
| Tanager Wealth Management LLP | 0.07% | Reduce -11.3% | 19,814 | $625K |
| Eastover Investment Advisors LLC | 0.27% | No change | 19,470 | $614K |
| CLG LLC | 0.17% | No change | 19,350 | $610K |
| Cloud Capital Management, LLC | 0.32% | Add +49.7% | 19,310 | $608K |
| SpringVest Wealth Management LLC | 0.44% | Reduce -3.0% | 19,177 | $605K |
| Fort Vancouver Investment Management, LLC | 0.33% | No change | 19,028 | $600K |
| Balanced Rock Investment Advisors LLC | 0.43% | Add +0.1% | 18,635 | $588K |
| Retirement Income Solutions, Inc. | 0.10% | New | 18,630 | $587K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.7% | 18,429 | $581K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +0.3% | 17,967 | $566K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 17,818 | $562K |
| GWN Securities Inc. | 0.13% | Reduce -0.0% | 17,688 | $559K |
| Cascade Wealth Advisors, Inc | 0.27% | Reduce -31.9% | 16,838 | $551K |
| Signature Resources Capital Management, LLC | 0.30% | Reduce -2.6% | 17,280 | $545K |
| Garrison Point Advisors, LLC | 0.23% | Add +12.9% | 17,094 | $539K |
| Advisory Services Network, LLC | 0.01% | Add +43.1% | 17,068 | $538K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -0.7% | 16,966 | $535K |
| Bristlecone Advisors, LLC | 0.04% | Add +6.0% | 16,915 | $533K |
| Rather & Kittrell, Inc. | 0.09% | Add +4.7% | 16,683 | $526K |
| Helium Advisors LLC | 0.44% | Reduce -17.1% | 16,537 | $521K |
| D.A. Davidson & Co. | 0.00% | Add +6.5% | 16,500 | $520K |
| Longview Financial Advisors LLC | 0.30% | Reduce -0.7% | 16,350 | $516K |
| Altiora Financial Group, LLC | 0.09% | Add +0.2% | 16,326 | $515K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16,200 | $511K |
| Quarry Hill Advisors, LLC | 0.26% | No change | 16,183 | $510K |
| USAdvisors Wealth Management, LLC | 0.18% | Add +0.8% | 16,166 | $509K |
| Ascentis Independent Advisors | 0.09% | Add +0.6% | 16,022 | $505K |
| SJS Investment Consulting Inc. | 0.07% | Add +0.0% | 16,011 | $505K |
| HMV Wealth Advisors, LLC | 0.28% | No change | 15,965 | $503K |
| Abacus Planning Group, Inc. | 0.07% | Add +12.9% | 15,662 | $494K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 15,603 | $492K |
| Abel Hall, LLC | 0.20% | No change | 15,557 | $491K |
| Walter & Keenan Wealth Management LLC /in/ | 0.13% | Add +18.0% | 15,211 | $480K |
| Infinity Wealth Counsel, LLC | 0.46% | Add +1.1% | 15,131 | $477K |
| Partners in Financial Planning | 0.08% | Add +0.7% | 14,655 | $462K |
| Ruedi Wealth Management, Inc. | 0.13% | Reduce -2.5% | 14,408 | $454K |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 14,308 | $451K |
| Merit Financial Group, LLC | 0.00% | Add +17.3% | 14,306 | $451K |
| Aerodigm Wealth, LLC | 0.19% | No change | 14,181 | $451K |
| Prosperity Planning, Inc. | 0.17% | Reduce -2.6% | 14,039 | $443K |
| Discipline Wealth Solutions, LLC | 0.12% | New | 13,875 | $437K |
| International Private Wealth Advisors LLC | 0.27% | New | 13,455 | $424K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +2.0% | 13,412 | $423K |
| G2 Capital Management, LLC / Oh | 0.11% | Reduce -1.2% | 13,211 | $417K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -14.3% | 12,842 | $405K |
| Quadrature Capital Ltd | 0.00% | New | 12,655 | $399K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -1.4% | 12,467 | $393K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.1% | 12,423 | $392K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -0.4% | 12,128 | $382K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -1.6% | 11,978 | $378K |
| IFG Advisors, LLC | 0.06% | Reduce -17.9% | 11,893 | $375K |
| Canopy Partners, LLC | 0.13% | Add +0.1% | 11,880 | $375K |
| Websterrogers Financial Advisors, LLC | 0.11% | No change | 11,749 | $370K |
| Sincerus Advisory, LLC | 0.32% | Add +1.6% | 11,745 | $370K |
| Janney Montgomery Scott LLC | 0.00% | Add +37.0% | 11,673 | $368K |
| L.K. Benson & Company, P.C. | 0.20% | Add +0.7% | 11,557 | $364K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.9% | 11,483 | $362K |
| Wedmont Private Capital | 0.01% | No change | 11,075 | $354K |
| VanderPol Investments L.L.C. | 0.68% | Reduce -15.5% | 10,707 | $348K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -11.2% | 11,024 | $348K |
| Financial Harvest, LLC | 0.23% | Reduce -1.4% | 10,792 | $340K |
| Compound Planning, Inc. | 0.01% | New | 10,629 | $335K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | New | 10,435 | $329K |
| Peirce Capital Management, LLC | 0.13% | No change | 10,185 | $321K |
| Elevate Wealth Advisory, Inc. | 0.23% | Reduce -1.8% | 9,950 | $314K |
| Argent Trust Co | 0.01% | No change | 9,793 | $309K |
| Summit Financial, LLC | 0.00% | New | 9,786 | $309K |
| Liberty Capital Management, Inc. | 0.06% | New | 9,786 | $309K |
| Poinciana Advisors Group, LLC | 0.26% | Add +5.3% | 9,772 | $308K |
| Integrity Investment Advisors, LLC | 0.20% | Add +0.1% | 9,756 | $308K |
| Stewardship Advisors, LLC | 0.07% | Reduce -10.3% | 9,728 | $307K |
| Matisse Capital | 0.14% | Reduce -7.2% | 9,687 | $305K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 9,659 | $305K |
| BAM Wealth Management, LLC | 0.23% | — | 9,560 | $301K |
| Vestia Personal Wealth Advisors | 0.16% | Reduce -1.7% | 9,443 | $298K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -1.0% | 9,376 | $296K |
| Maryland Capital Advisors Inc. | 0.11% | Reduce -3.6% | 9,340 | $294K |
| Quantinno Capital Management LP | 0.00% | New | 9,300 | $293K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 9,222 | $291K |
| Red Lighthouse Investment Management, LLC | 0.10% | Add +76.8% | 9,151 | $289K |
| My Personal CFO, LLC | 0.11% | New | 9,031 | $285K |
| Foundation Wealth Management, LLC\PA | 0.11% | Add +1.8% | 9,031 | $285K |
| Lionshead Wealth Management, LLC | 0.22% | Reduce -3.3% | 8,866 | $280K |
| Landmark Wealth Management, Inc. | 0.11% | No change | 8,833 | $279K |
| Passive Capital Management, LLC. | 0.09% | Add +1.5% | 8,816 | $278K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +7.4% | 8,800 | $277K |
| Concord Wealth Partners | 0.04% | Add +5.8% | 8,760 | $276K |
| Greenspring Advisors, LLC | 0.05% | — | 8,662 | $273K |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 8,520 | $269K |
| Presidio Capital Management, LLC | 0.09% | Reduce -19.2% | 8,505 | $268K |
| Strategent Financial, LLC | 0.19% | No change | 8,486 | $268K |
| Caprock Group, LLC | 0.01% | — | 8,861 | $266K |
| Corus Family Wealth Advisors | 0.20% | No change | 8,414 | $265K |
| Blume Capital Management, Inc. | 0.05% | No change | 8,354 | $263K |
| Pinney & Scofield, Inc. | 0.16% | Add +0.7% | 8,222 | $259K |
| Pillar Financial Advisors, LLC | 0.16% | Reduce -11.7% | 8,219 | $259K |
| Woodside Wealth Management LLC | 0.20% | Add +31.8% | 7,930 | $250K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,858 | $248K |
| Huntleigh Advisors, Inc. | 0.04% | New | 7,700 | $243K |
| Seneschal Advisors, LLC | 0.18% | Reduce -2.7% | 7,691 | $242K |
| Riverchase Wealth Management, LLC | 0.14% | Add +1.7% | 7,626 | $240K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +0.1% | 7,573 | $239K |
| HM Payson & Co. | 0.00% | No change | 7,571 | $239K |
| VSM Wealth Advisory, LLC | 0.07% | No change | 7,488 | $236K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 7,457 | $235K |
| Vertex Planning Partners, LLC | 0.04% | New | 7,338 | $231K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 7,318 | $230K |
| Triad Wealth Partners, LLC | 0.03% | Add +1.1% | 7,266 | $229K |
| Spire Wealth Management | 0.01% | Reduce -15.1% | 7,164 | $226K |
| Fielder Capital Group LLC | 0.05% | New | 7,159 | $226K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,121 | $225K |
| Scratch Capital LLC | 0.15% | Add +2.5% | 7,108 | $224K |
| Asset Dedication, LLC | 0.01% | Reduce -5.5% | 7,076 | $223K |
| Wealthspan Partners, LLC | 0.09% | Reduce -1.3% | 7,051 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.7% | 6,724 | $212K |
| Citrine Capital LLC | 0.10% | New | 6,562 | $207K |
| Strathmore Capital Advisors, Inc. | 0.08% | New | 6,487 | $205K |
| Silver Oak Advisory Group, Inc. | 0.09% | New | 6,487 | $204K |
| Signet Financial Management, LLC | 0.02% | New | 6,397 | $202K |
| Bright Futures Wealth Management, LLC. | 0.16% | — | 6,353 | $200K |
| Hurley Capital, LLC | 0.08% | Add +14.7% | 4,771 | $150K |
| Orion Capital Management LLC | 0.05% | No change | 4,140 | $131K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 4,026 | $127K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.7% | 3,937 | $124K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $111K |
| Motco | 0.01% | Reduce -14.2% | 3,040 | $96K |
| US Bancorp \de | 0.00% | Add +1600.7% | 2,636 | $83K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,266 | $71K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 2,228 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +3289.8% | 2,000 | $62K |
| Glassman Wealth Services | 0.01% | No change | 1,690 | $53K |
| Retirement Wealth Solutions LLC | 0.03% | New | 1,669 | $53K |
| Grand Wealth Management, LLC | 0.02% | No change | 1,590 | $50K |
| Sittner & Nelson, LLC | 0.02% | Reduce -66.9% | 1,535 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,455 | $46K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 1,412 | $45K |
| Wealth Watch Advisors, INC | 0.02% | New | 1,345 | $42K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,334 | $42K |
| Ancora Advisors LLC | 0.00% | Add +25.9% | 1,226 | $39K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 1,191 | $38K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,080 | $34K |
| Banco de Sabadell, S.A | 0.02% | No change | 1,058 | $33K |
| Assetmark, Inc. | 0.00% | Add +5.2% | 1,012 | $32K |
| Rossby Financial, LCC | 0.01% | No change | 916 | $29K |
| LRI Investments, LLC | 0.00% | Add +40.2% | 875 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 847 | $27K |
| Fifth Third Bancorp | 0.00% | New | 841 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 824 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +307.5% | 815 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -84.8% | 810 | $26K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.8% | 807 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.2% | 792 | $25K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $23K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.6% | 682 | $22K |
| Howe & Rusling Inc. | 0.00% | No change | 654 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 577 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +161.9% | 571 | $18K |
| Redwood Park Advisors LLC | 0.01% | Add +0.7% | 555 | $18K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -9.2% | 551 | $17K |
| Running Point Capital Advisors, LLC | 0.00% | New | 546 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 521 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 495 | $16K |
| Crewe Advisors LLC | 0.00% | Reduce -13.8% | 488 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | New | 421 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 413 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 408 | $13K |
| TruNorth Capital Management, LLC | 0.00% | No change | 368 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +75.0% | 350 | $11K |
| Painted Porch Advisors LLC | 0.00% | No change | 320 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | New | 319 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +3.4% | 303 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 296 | $9K |
| Team Financial Group, LLC | 0.00% | No change | 276 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -66.1% | 255 | $8K |
| Eastern Bank | 0.00% | No change | 222 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 175 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 149 | $5K |
| Centennial Bank | 0.00% | No change | 133 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.8% | 130 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 126 | $4K |
| West Branch Capital LLC | 0.00% | No change | 125 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 96 | $3K |
| Spurstone Advisory Services, LLC | 0.04% | No change | 96 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 62 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $969 |
| Quent Capital, LLC | 0.00% | New | 22 | $694 |
| Golden State Wealth Management, LLC | 0.00% | No change | 12 | $378 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $189 |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 3 | $95 |
| Premier Financial Group | 0.00% | No change | 2 | $63 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.