Dimensional Emerging Core EqDFAEETF
13F holders, Q4 2025 (December 31)646holders +66
44new positions
26sold out
2famous investors
$32.60avg. 13F price*
At the end of Q4 2025, 646 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 66 from Q3 2025. 44 opened new positions and 26 sold out. The largest holders were Retirement Systems of Alabama ($412.6M), Mather Group, Llc. ($396.3M) and FMR LLC ($301.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional Emerging Core Eq
- CUSIP
- 25434V302
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $49.3M |
| Exits | 26 | $81.0M |
All 13F filers, Q3 2025 → Q4 2025: 14,002,239 shares bought and 5,576,746 shares sold, net +8,425,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 646 holders
| Retirement Systems of Alabama | 1.34% | No change | 12,668,769 | $412.6M |
| Mather Group, Llc. | 4.08% | Add +0.1% | 12,166,621 | $396.3M |
| FMR LLC | 0.02% | Reduce -1.8% | 9,266,581 | $301.8M |
| UBS Group AG | 0.04% | Reduce -0.5% | 6,420,967 | $209.1M |
| Bank of America Corp. | 0.01% | Add +6.3% | 6,125,729 | $199.5M |
| Coldstream Capital Management Inc. | 1.82% | Reduce -4.3% | 4,293,101 | $139.8M |
| Mariner, LLC | 0.16% | Add +4.5% | 4,142,087 | $134.9M |
| Foster Group, Inc. | 3.87% | Reduce -2.2% | 3,931,073 | $128.0M |
| Factory Mutual Insurance Co. | 1.02% | No change | 3,086,900 | $100.5M |
| Root Financial Partners, LLC | 5.11% | Add +10.8% | 3,034,490 | $98.8M |
| Vise Technologies, Inc. | 1.70% | Add +293.1% | 2,670,478 | $87.0M |
| Wealthspire Advisors, LLC | 0.66% | Reduce -2.8% | 2,554,612 | $83.2M |
| Washington Trust Bank | 5.76% | Add +3.3% | 2,525,999 | $82.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +27.9% | 2,485,406 | $80.9M |
| Cetera Investment Advisers | 0.09% | Add +10.3% | 2,387,523 | $77.8M |
| Focus Partners Wealth | 0.08% | Add +24.9% | 2,154,416 | $70.2M |
| Royal Bank of Canada | 0.01% | Add +15.3% | 2,088,143 | $68.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -4.8% | 2,021,112 | $65.8M |
| Evoke Wealth, LLC | 1.27% | Add +8.4% | 2,019,725 | $65.8M |
| TCI Wealth Advisors, Inc. | 3.50% | Add +13.4% | 1,949,400 | $63.5M |
| True Link Financial Advisors, LLC | 3.52% | Add +1.3% | 1,778,830 | $57.9M |
| Falcon Wealth Planning | 4.86% | Add +1.7% | 1,771,839 | $57.7M |
| Cerity Partners LLC | 0.08% | Add +17.8% | 1,728,541 | $56.3M |
| Corient Private Wealth LP | 0.07% | Add +263.7% | 1,686,644 | $54.9M |
| Millburn Ridgefield LLC | 1.22% | Reduce -7.5% | 1,569,653 | $51.1M |
| Catalyst Capital Advisors LLC | 1.05% | Reduce -7.5% | 1,569,653 | $51.1M |
| Creative Planning | 0.03% | Reduce -1.0% | 1,491,023 | $48.6M |
| Founders Financial Securities LLC | 2.58% | Add +78.5% | 1,346,667 | $43.9M |
| Horizon Investments, LLC | 0.55% | Add +78.0% | 1,340,917 | $43.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.1% | 1,256,826 | $42.7M |
| Maseco LLP | 1.83% | Add +6.0% | 1,291,691 | $42.1M |
| RAM Investment Partners, LLC | 7.59% | Add +8.7% | 1,288,728 | $42.0M |
| Petersen Hastings Wealth Advisors Inc. | 3.98% | — | 1,271,792 | $41.4M |
| Cwm, LLC | 0.11% | Add +7.5% | 1,247,591 | $40.6M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.3% | 1,187,547 | $38.7M |
| LPL Financial LLC | 0.01% | Add +2.5% | 1,138,670 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 1,097,299 | $35.7M |
| Aquire Wealth Advisors, LLC | 9.17% | Reduce -4.6% | 1,081,599 | $35.2M |
| Great Point Wealth Advisors, LLC | 6.40% | Reduce -1.9% | 1,077,320 | $35.1M |
| OneDigital Investment Advisors LLC | 0.33% | Add +6.2% | 1,038,772 | $33.8M |
| Focus Partners Advisor Solutions, LLC | 0.41% | Add +1.8% | 1,031,607 | $33.6M |
| Ledyard National Bank | 2.79% | Reduce -0.5% | 993,653 | $32.4M |
| Park Avenue Securities LLC | 0.25% | Add +6.6% | 900,442 | $29.3M |
| West Financial Advisors, LLC | 4.89% | Reduce -3.4% | 890,148 | $29.0M |
| RVW Wealth, LLC | 2.20% | Reduce -2.2% | 885,206 | $28.8M |
| WPWealth LLP | 4.41% | Reduce -0.5% | 864,534 | $28.2M |
| Prime Capital Investment Advisors, LLC | 0.34% | Reduce -1.7% | 860,897 | $28.0M |
| Austin Wealth Management, LLC | 3.94% | Add +5.4% | 790,284 | $26.7M |
| Stadion Money Management, LLC | 2.13% | Add +204.5% | 807,075 | $26.3M |
| Market Street Wealth Management Advisors LLC | 4.03% | Reduce -0.7% | 795,125 | $25.9M |
| Perigon Wealth Management, LLC | 0.46% | Reduce -0.7% | 782,838 | $25.5M |
| Mission Wealth Management, LP | 0.51% | Reduce -9.7% | 773,451 | $25.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.9% | 762,201 | $24.8M |
| Morling Financial Advisors, LLC | 7.80% | Add +3.2% | 759,127 | $24.7M |
| Annandale Capital, LLC | 3.99% | Add +6.1% | 751,675 | $24.5M |
| Physician Wealth Advisors, Inc. | 3.37% | Add +27.2% | 743,154 | $24.2M |
| Bedel Financial Consulting, Inc. | 2.59% | Add +16.6% | 739,164 | $24.1M |
| Fiduciary Financial Group, LLC | 3.28% | Add +7.0% | 713,808 | $23.2M |
| Diversified Portfolios, Inc. | 1.92% | Reduce -2.9% | 709,891 | $23.1M |
| Berger Financial Group, Inc | 1.33% | Add +2.0% | 706,343 | $23.0M |
| Marquette Asset Management, LLC | 3.35% | Add +0.7% | 695,851 | $22.7M |
| Clearstead Advisors, LLC | 0.28% | Add +0.8% | 675,633 | $22.0M |
| JFS Wealth Advisors, LLC | 1.23% | Add +0.8% | 672,473 | $21.9M |
| CPA Asset Management Group, LLC | 7.67% | Add +4.2% | 670,917 | $21.9M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 653,290 | $21.3M |
| Brighton Jones LLC | 0.78% | Add +7.4% | 651,493 | $21.2M |
| Wealth Management Nebraska | 2.43% | Add +5.1% | 651,422 | $21.2M |
| Pallas Capital Advisors LLC | 0.69% | Add +6.7% | 640,923 | $20.9M |
| Arista Wealth Management, LLC | 2.55% | Add +2.5% | 637,918 | $20.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.9% | 629,761 | $20.5M |
| Modera Wealth Management, LLC | 0.23% | Reduce -3.7% | 615,473 | $20.0M |
| Pioneer Wealth Management Group | 6.05% | Add +1.5% | 611,819 | $19.9M |
| Creative Capital Management Investments LLC | 5.92% | Add +2.8% | 602,736 | $19.6M |
| Colony Family Offices, LLC | 4.87% | Add +3.2% | 599,090 | $19.5M |
| Moisand Fitzgerald Tamayo, LLC | 2.20% | Reduce -0.8% | 597,107 | $19.4M |
| Bank of Montreal | 0.01% | Reduce -5.1% | 578,533 | $18.8M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +8.1% | 563,052 | $18.3M |
| Avior Wealth Management, LLC | 0.56% | Add +29.6% | 549,493 | $17.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.43% | Add +11.0% | 549,450 | $17.9M |
| Freedom Investment Management, Inc. | 5.14% | Reduce -10.0% | 542,295 | $17.7M |
| Index Fund Advisors, Inc. | 0.82% | Add +4.7% | 537,666 | $17.5M |
| Wealth Dimensions Group, Ltd. | 3.46% | Add +5.1% | 535,156 | $17.4M |
| Evergreen Capital Management LLC | 0.39% | Add +26.9% | 533,261 | $17.4M |
| McKinley Carter Wealth Services, Inc. | 0.95% | New | 523,351 | $17.0M |
| EP Wealth Advisors, LLC | 0.09% | — | 506,982 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 500,751 | $16.3M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +1290.3% | 500,409 | $16.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -6.7% | 500,402 | $16.3M |
| Voisard Asset Management Group, Inc. | 3.46% | Add +1.5% | 492,420 | $16.0M |
| Private Advisor Group, LLC | 0.08% | Add +10.1% | 491,362 | $16.0M |
| Everhart Financial Group, Inc. | 1.47% | Add +34.9% | 488,575 | $15.9M |
| Sterling Wealth Management, Inc. | 4.48% | Add +6.5% | 481,834 | $15.7M |
| Wescott Financial Advisory Group, LLC | 1.36% | Add +0.5% | 477,142 | $15.5M |
| First Bancorp, Inc | 8.12% | Add +0.7% | 469,113 | $15.3M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -4.9% | 467,819 | $15.2M |
| Envision Financial Planning, LLC | 5.70% | Reduce -2.9% | 462,688 | $15.1M |
| Confluence Wealth Services, Inc. | 0.61% | Add +2.8% | 448,560 | $14.6M |
| Collective Family Office LLC | 3.32% | Add +0.3% | 444,032 | $14.5M |
| Chico Wealth RIA | 9.36% | Add +8.6% | 441,195 | $14.4M |
| Bridgewater Advisors Inc. | 0.92% | Add +5.6% | 412,340 | $14.2M |
| DiNuzzo Private Wealth, Inc. | 1.54% | Reduce -5.2% | 434,485 | $14.2M |
| Eclectic Associates Inc. | 2.21% | Add +34.7% | 434,168 | $14.1M |
| CFS Investment Advisory Services, LLC | 1.03% | Add +3.6% | 431,417 | $14.1M |
| TCP Asset Management, LLC | 2.36% | Add +2.9% | 430,016 | $14.0M |
| Dynamic Advisor Solutions LLC | 0.44% | Reduce -21.1% | 423,250 | $13.8M |
| Awm Capital, LLC | 1.23% | Reduce -3.2% | 416,048 | $13.6M |
| Security Financial Services, INC. | 2.12% | Add +5.0% | 414,003 | $13.5M |
| Efficient Advisors, LLC | 0.78% | Reduce -17.1% | 412,468 | $13.4M |
| SC&H Financial Advisors, Inc. | 2.05% | Add +2.1% | 406,509 | $13.2M |
| BWM Planning, LLC | 3.48% | Add +0.2% | 400,278 | $13.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.01% | Reduce -2.1% | 389,112 | $12.7M |
| Avondale Wealth Management | 6.46% | Add +2.5% | 385,468 | $12.6M |
| Newman Dignan & Sheerar, Inc. | 2.57% | Add +7.8% | 378,225 | $12.3M |
| Guardian Wealth Management, LLC | 3.91% | — | 378,223 | $12.3M |
| Seven Mile Advisory | 2.09% | Add +4.8% | 367,506 | $12.0M |
| DDFG, Inc | 2.51% | Reduce -0.6% | 351,719 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Add +0.9% | 351,485 | $11.4M |
| Vawter Financial, Ltd. | 4.79% | Reduce -1.4% | 348,185 | $11.3M |
| Prudent Man Investment Management, Inc. | 3.81% | Add +178.2% | 347,645 | $11.3M |
| MAI Capital Management | 0.06% | Add +13.0% | 341,076 | $11.1M |
| Tortoise Investment Management, LLC | 0.97% | Add +2.5% | 339,794 | $11.1M |
| Exencial Wealth Advisors, LLC | 0.34% | Reduce -1.3% | 332,383 | $10.8M |
| Betterment LLC | 0.02% | Reduce -4.6% | 321,935 | $10.5M |
| Rockland Trust Co. | 0.41% | Reduce -1.2% | 321,278 | $10.5M |
| Allodium Investment Consultants, LLC | 5.29% | Add +9.8% | 320,222 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +1.8% | 314,737 | $10.3M |
| Crusonia Wealth Advisors LLC | 2.20% | — | 306,597 | $10.0M |
| Forum Private Client Group LLC | 3.30% | Add +5.5% | 297,610 | $9.7M |
| Rothschild Wealth LLC | 0.91% | New | 291,506 | $9.5M |
| AA Financial Advisors, LLC | 1.75% | Reduce -15.1% | 290,800 | $9.5M |
| Spectrum Investment Advisors, Inc. | 4.70% | Reduce -1.7% | 288,165 | $9.4M |
| AE Wealth Management LLC | 0.05% | Reduce -6.1% | 282,231 | $9.2M |
| Disciplined Investments, LLC | 3.52% | Add +4.0% | 281,042 | $9.2M |
| Towneley Capital Management, Inc / DE | 1.91% | Add +0.2% | 277,986 | $9.1M |
| Stolz & Associates, PS | 6.93% | — | 275,743 | $9.0M |
| Beaird Harris Wealth Management, LLC | 0.61% | Reduce -2.5% | 273,550 | $8.9M |
| Osaic Holdings, Inc. | 0.01% | Add +7.8% | 272,000 | $8.9M |
| Entrewealth, LLC | 3.99% | Add +17.0% | 248,507 | $8.9M |
| PCA Investment Advisory Services Inc. | 3.05% | Add +6.6% | 267,524 | $8.7M |
| Great Waters Wealth Management | 0.95% | Reduce -19.4% | 265,001 | $8.6M |
| Kure Advisory, LLC | 4.82% | Add +4.7% | 264,624 | $8.6M |
| Diversify Wealth Management, LLC | 0.39% | Reduce -5.0% | 248,022 | $8.5M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -1.8% | 258,458 | $8.4M |
| Amicus Financial Advisors, LLC | 2.35% | — | 258,320 | $8.4M |
| Colorado Capital Management, Inc. | 3.12% | Add +4.3% | 254,806 | $8.3M |
| Sterling Wealth Advisors Inc | 4.95% | Add +12.3% | 251,922 | $8.2M |
| Claris Advisors, LLC / Mo / | 2.50% | Add +8.9% | 251,805 | $8.2M |
| Quantum Financial Advisors, LLC | 0.91% | Reduce -0.1% | 249,827 | $8.1M |
| Compass Financial Group, Inc. | 3.57% | Add +0.2% | 248,672 | $8.1M |
| Monument Group Wealth Advisors, LLC | 4.41% | Add +2.5% | 248,537 | $8.1M |
| DecisionPoint Financial, LLC | 1.78% | Reduce -3.3% | 248,361 | $8.1M |
| Jackson Thornton Wealth Management, LLC | 0.76% | Add +0.0% | 238,069 | $8.1M |
| Captrust Financial Advisors | 0.02% | Reduce -2.9% | 247,587 | $8.1M |
| Financial Alternatives, Inc | 4.68% | Add +3.0% | 247,232 | $8.1M |
| Essential Planning, LLC. | 2.54% | Reduce -3.0% | 244,098 | $8.0M |
| Demming Financial Services Corp. | 5.78% | — | 236,126 | $7.7M |
| Sax Wealth Advisors, LLC | 0.36% | Add +14.2% | 234,750 | $7.6M |
| Advisory Alpha, LLC | 0.21% | Add +2.1% | 231,213 | $7.5M |
| Graver Capital Management, LLC | 5.93% | Add +3.0% | 230,361 | $7.5M |
| SOL Capital Management CO | 0.66% | Reduce -12.2% | 226,954 | $7.4M |
| Vermillion & White Wealth Management Group, LLC | 4.02% | Add +3.5% | 226,740 | $7.4M |
| Parkwoods Wealth Partners, LLC | 2.16% | Add +17.7% | 225,077 | $7.3M |
| Wealthquest Corp | 0.55% | Reduce -41.4% | 221,841 | $7.2M |
| Midwest Heritage Bank, FSB | 2.46% | Add +0.9% | 218,949 | $7.1M |
| McMill Wealth Management | 1.99% | Reduce -0.3% | 217,567 | $7.1M |
| SIMA Wealth Partners, LLC | 5.38% | Add +22.4% | 217,398 | $7.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.49% | No change | 216,573 | $7.1M |
| Pinnacle Associates Ltd. | 0.09% | No change | 216,573 | $7.1M |
| GEM Asset Management, LLC | 3.13% | Add +7.0% | 208,009 | $7.0M |
| Oceanside Advisors LLC | 4.25% | Reduce -2.1% | 215,258 | $7.0M |
| Shore Point Advisors, LLC | 2.93% | Reduce -3.6% | 212,345 | $6.9M |
| Heritage Wealth Management, Inc./Texas | 3.00% | Reduce -3.4% | 211,908 | $6.9M |
| DeLarme Wealth Management, Inc. | 4.75% | — | 205,468 | $6.7M |
| Parkshore Wealth Management, Inc. | 2.43% | Add +12.8% | 198,771 | $6.5M |
| Arax Advisory Partners | 0.19% | New | 195,152 | $6.4M |
| Legacy Financial Group, Inc. | 1.66% | Reduce -5.2% | 193,980 | $6.3M |
| Note Advisors, LLC | 3.15% | Add +14.3% | 178,123 | $6.1M |
| Keb Asset Management, LLC | 1.24% | Reduce -0.6% | 187,114 | $6.1M |
| Integrity Wealth Solutions LLC | 2.40% | Add +4.2% | 186,294 | $6.1M |
| Pure Portfolios Holdings LLC | 1.81% | Add +0.2% | 184,656 | $6.0M |
| MBA Advisors LLC | 2.41% | Add +24.9% | 183,757 | $6.0M |
| Archford Capital Strategies, LLC | 0.69% | Reduce -0.1% | 182,220 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +10.0% | 181,272 | $5.9M |
| Fort Henry Capital, LLC | 3.59% | Add +2.4% | 179,812 | $5.9M |
| Curio Wealth, LLC | 2.07% | Add +3.7% | 179,968 | $5.8M |
| Jacobi Capital Management LLC | 0.34% | Add +11.3% | 178,645 | $5.8M |
| DWR Wealth Management, LLC | 5.28% | — | 174,066 | $5.7M |
| Trinity Financial Advisors LLC | 1.58% | Add +6.3% | 173,319 | $5.6M |
| Vermillion Wealth Management, Inc. | 2.25% | Reduce -1.7% | 168,518 | $5.5M |
| Sageworth Trust Co | 0.23% | No change | 166,786 | $5.4M |
| Farther Finance Advisors, LLC | 0.06% | Add +18.0% | 160,949 | $5.2M |
| Builder Investment Group Inc. | 1.13% | Add +5.2% | 160,706 | $5.2M |
| FMB Wealth Management | 2.06% | Reduce -1.4% | 160,207 | $5.2M |
| Bannerman Wealth Management Group, LLC | 3.69% | Add +1.8% | 159,853 | $5.2M |
| IAG Wealth Partners, LLC | 0.59% | Reduce -2.9% | 157,269 | $5.1M |
| Two West Capital Advisors LLC | 2.95% | Reduce -0.7% | 155,967 | $5.1M |
| Sutton Place Investors LLC | 2.77% | Reduce -0.4% | 155,078 | $5.1M |
| Thayer Financial, L.L.C. | 5.29% | — | 153,609 | $5.0M |
| Apella Capital, LLC | 0.10% | Add +48.8% | 153,105 | $5.0M |
| PFG Advisors | 0.24% | Reduce -14.1% | 151,858 | $4.9M |
| Strategic Wealth Advisors LLC | 4.23% | — | 151,869 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.18% | Add +4.3% | 148,091 | $4.8M |
| Pettinga Financial Advisors LLC | 0.91% | Reduce -1.2% | 147,489 | $4.8M |
| Andrews, Lucia Wealth Management LLC | 2.84% | Add +1.0% | 146,772 | $4.8M |
| Plan Group Financial, LLC | 1.22% | Reduce -23.5% | 144,730 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +21.0% | 142,394 | $4.6M |
| North Capital, Inc. | 3.99% | Add +0.2% | 142,192 | $4.6M |
| Linscomb Wealth, Inc. | 0.19% | Add +4.2% | 141,634 | $4.6M |
| Employees' Retirement Fund of the City of Fort Worth | 2.03% | New | 139,300 | $4.5M |
| Penobscot Wealth Management | 1.40% | Add +9.3% | 138,947 | $4.5M |
| Ledgewood Wealth Advisors, LLC | 2.59% | Reduce -5.2% | 138,203 | $4.5M |
| Navigoe, LLC | 2.75% | Reduce -0.9% | 137,003 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +11.0% | 133,568 | $4.4M |
| ArborFi Advisors, LLC | 3.50% | Add +20.6% | 132,474 | $4.3M |
| Bay Harbor Wealth Management, LLC | 1.11% | Add +4.2% | 130,332 | $4.2M |
| Sculati Wealth Management, LLC | 1.50% | Add +4.0% | 130,200 | $4.2M |
| Daner Wealth Management, LLC | 2.58% | Reduce -1.1% | 116,961 | $4.2M |
| AlphaStar Capital Management, LLC | 0.31% | Add +64.1% | 128,120 | $4.2M |
| Plancorp, LLC | 0.12% | Add +0.0% | 125,495 | $4.1M |
| Aegis Wealth Management LLC | 2.26% | Reduce -3.5% | 122,642 | $4.0M |
| SB Capital Management Inc | 1.46% | — | 122,159 | $4.0M |
| SouthState Bank Corp | 0.18% | Reduce -4.5% | 121,614 | $4.0M |
| SeedSafe Financial LLC | 3.48% | — | 120,732 | $3.9M |
| Northwest Wealth Management, LLC | 0.60% | Reduce -1.6% | 117,093 | $3.8M |
| Savant Capital, LLC | 0.02% | Reduce -15.0% | 116,058 | $3.8M |
| Saxony Capital Management, LLC | 2.32% | Add +8.3% | 115,961 | $3.8M |
| Larson Financial Group LLC | 0.13% | Reduce -9.2% | 115,783 | $3.8M |
| Burton Enright Welch | 0.53% | Reduce -0.7% | 114,608 | $3.7M |
| Kilner Capital Advisors, LLC | 3.55% | — | 114,271 | $3.7M |
| Factor Wealth Management LTD | 0.80% | Add +6.1% | 113,886 | $3.7M |
| Wingate Wealth Advisors, Inc. | 2.04% | Reduce -2.1% | 112,415 | $3.7M |
| Retirement Income Solutions, Inc. | 0.62% | Add +501.7% | 112,093 | $3.7M |
| Allworth Financial LP | 0.01% | Add +0.7% | 111,148 | $3.6M |
| American Capital Advisory, LLC | 1.56% | Add +21.5% | 109,924 | $3.6M |
| Moody National Bank Trust Division | 0.34% | Add +0.5% | 109,385 | $3.6M |
| Blue Trust, Inc. | 0.04% | Add +2.9% | 107,891 | $3.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.8% | 106,885 | $3.5M |
| HB Wealth Management, LLC | 0.02% | Add +21.6% | 103,626 | $3.4M |
| BIP Wealth, LLC | 0.12% | Add +54.4% | 101,430 | $3.3M |
| Baker Boyer National Bank | 0.99% | Add +11.2% | 101,084 | $3.3M |
| Tillman Hartley LLC | 0.83% | Reduce -0.4% | 101,060 | $3.3M |
| Edge Financial Advisors LLC | 1.38% | Add +5.9% | 100,959 | $3.3M |
| Vance Wealth, LLC | 0.97% | Add +7.7% | 99,780 | $3.2M |
| Waterfront Wealth Inc. | 0.62% | Reduce -0.4% | 92,547 | $3.2M |
| Capstone Wealth Management, Inc. | 2.81% | — | 96,375 | $3.2M |
| Heritage Financial Services, LLC | 0.27% | Add +3.6% | 98,200 | $3.2M |
| Level Financial Advisors | 0.84% | Reduce -2.4% | 97,542 | $3.2M |
| Emprise Bank | 1.32% | No change | 97,238 | $3.2M |
| City State Bank | 0.86% | Add +9.9% | 96,044 | $3.1M |
| Fischer Investment Strategies, LLC | 1.79% | Reduce -55.3% | 94,147 | $3.1M |
| Discipline Wealth Solutions, LLC | 0.57% | Add +574.6% | 93,596 | $3.0M |
| AlTi Global, Inc. | 0.06% | Reduce -69.6% | 92,800 | $3.0M |
| Evanson Asset Management, LLC | 0.16% | Reduce -12.1% | 91,730 | $3.0M |
| Breakwater Capital Group | 0.41% | Reduce -5.9% | 91,284 | $3.0M |
| Lincoln Capital Corp. | 1.04% | Add +3.4% | 90,112 | $2.9M |
| PW Advisors, LLC \ FL | 2.35% | — | 89,804 | $2.9M |
| Burk Holdings LLC | 1.39% | Add +6.9% | 89,790 | $2.9M |
| Johnson Wealth Management, LLC | 1.45% | Reduce -0.4% | 89,582 | $2.9M |
| Hutchinson Capital Management | 0.50% | Add +10.6% | 88,798 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.7% | 87,081 | $2.8M |
| Mustard Seed Financial, LLC | 1.78% | Add +7.8% | 86,944 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.01% | Reduce -0.5% | 86,415 | $2.8M |
| Keating Financial Advisory Services, Inc. | 0.38% | — | 85,745 | $2.8M |
| RFG Advisory, LLC | 0.05% | Add +0.4% | 85,492 | $2.8M |
| CGN Advisors LLC | 0.22% | Add +7.3% | 85,289 | $2.8M |
| Cordgrass Capital Advisors, LLC | 0.66% | Add +2.7% | 84,762 | $2.8M |
| 180 Wealth Advisors, LLC | 0.31% | Add +4.5% | 84,699 | $2.8M |
| Lodestone Wealth Management LLC | 1.11% | Add +0.6% | 84,002 | $2.7M |
| Financial Symmetry Inc | 1.07% | Reduce -1.4% | 80,799 | $2.6M |
| First Financial Group Corp | 2.20% | Add +3.2% | 79,318 | $2.6M |
| Versant Capital Management, Inc | 0.32% | Reduce -0.2% | 78,196 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 77,798 | $2.5M |
| Quad-Cities Investment Group, LLC | 1.04% | Add +1.5% | 77,366 | $2.5M |
| Platform Wealth Management, LLC | 0.66% | — | 76,446 | $2.5M |
| 55 North Private Wealth, LLC | 0.65% | — | 75,770 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 0.71% | Add +2.4% | 75,221 | $2.4M |
| Aznar Financial Advisors, LLC | 2.31% | — | 73,716 | $2.4M |
| Aviance Capital Partners, LLC | 0.27% | Add +0.9% | 72,456 | $2.4M |
| Valued Wealth Advisors LLC | 1.03% | Reduce -0.1% | 71,968 | $2.3M |
| Cardiff Park Advisors, LLC | 0.19% | Add +0.6% | 71,450 | $2.3M |
| Clarity Capital Advisors, LLC | 1.16% | Add +4.6% | 71,349 | $2.3M |
| FinDec Wealth Services, Inc. | 2.49% | Reduce -8.9% | 71,216 | $2.3M |
| Dopkins Wealth Management, LLC | 0.94% | Reduce -1.6% | 70,435 | $2.3M |
| Washington Trust Advisors, Inc. | 0.17% | Reduce -1.4% | 69,441 | $2.3M |
| Heritage Wealth Management, Inc. | 1.46% | Add +0.4% | 69,184 | $2.3M |
| Lauer Wealth, LLC | 1.71% | Reduce -3.2% | 66,624 | $2.2M |
| Timonier Family Office, LTD. | 0.71% | Reduce -11.7% | 68,893 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -57.4% | 68,804 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +14.3% | 68,720 | $2.2M |
| Clear Creek Financial Management, LLC | 0.18% | Add +66.9% | 68,283 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.36% | Add +0.5% | 67,827 | $2.2M |
| Keebeck Wealth Management | 0.25% | Add +5.2% | 67,548 | $2.2M |
| Heritage Investment Group, Inc. | 0.33% | Reduce -5.8% | 67,304 | $2.2M |
| Cannon Financial Strategists, Inc. | 0.30% | Reduce -0.1% | 66,243 | $2.2M |
| AQR Capital Management | 0.00% | Reduce -6.1% | 65,680 | $2.1M |
| Oak Wealth Advisors LLC | 1.23% | Reduce -5.3% | 65,579 | $2.1M |
| Zhang Financial LLC | 0.08% | Reduce -1.2% | 64,931 | $2.1M |
| Beckerman Institutional, LLC | 1.18% | Add +3.1% | 64,750 | $2.1M |
| Broadhurst Jeffrey B | 2.18% | — | 64,560 | $2.1M |
| Stratos Investment Management, LLC | 0.08% | Add +4.1% | 64,479 | $2.1M |
| Yoder Wealth Management, Inc. | 0.95% | Reduce -0.7% | 64,258 | $2.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +0.8% | 63,746 | $2.1M |
| Evolve Private Wealth, LLC | 0.12% | — | 63,200 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Add +12.0% | 62,302 | $2.0M |
| Gradient Capital Advisors, LLC | 0.52% | Reduce -5.2% | 62,223 | $2.0M |
| Sollinda Capital Management LLC | 0.52% | Reduce -7.1% | 62,218 | $2.0M |
| Summit Wealth Group LLC / Co. | 0.27% | New | 62,074 | $2.0M |
| Investmark Advisory Group LLC | 0.86% | Add +1.6% | 61,846 | $2.0M |
| E6 Portfolios, LLC | 2.29% | — | 61,561 | $2.0M |
| Sentinel Wealth Management, Inc. | 1.66% | Reduce -1.0% | 61,411 | $2.0M |
| Medallion Wealth Advisors, LLC | 0.66% | Add +5.9% | 60,708 | $2.0M |
| Porter White Investment Advisors, Inc. | 0.79% | Add +1.1% | 59,247 | $1.9M |
| Syverson Strege & Co | 0.45% | Reduce -5.4% | 58,899 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +2.5% | 58,351 | $1.9M |
| Morris Financial Concepts, Inc. | 0.65% | Add +12.3% | 57,378 | $1.9M |
| Cordant, Inc. | 0.78% | Reduce -1.7% | 56,939 | $1.9M |
| Morgan Stanley | 0.00% | Add +48.7% | 56,694 | $1.8M |
| 1900 Wealth Management LLC | 0.12% | Reduce -4.5% | 56,432 | $1.8M |
| Forteris Wealth Management Inc. | 1.80% | — | 56,123 | $1.8M |
| Bullock Wealth Management Group | 0.89% | — | 55,781 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.25% | No change | 54,761 | $1.8M |
| M Wealth Management, LLC | 1.54% | Reduce -2.2% | 54,490 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.8% | 53,968 | $1.8M |
| CVA Family Office, LLC | 0.20% | Add +1.4% | 53,810 | $1.8M |
| Meritas Wealth Management, LLC | 0.84% | Reduce -0.4% | 53,638 | $1.7M |
| Live Oak Private Wealth LLC | 0.24% | Add +17.3% | 53,594 | $1.7M |
| Elyxium Wealth, LLC | 0.48% | Add +25.5% | 53,451 | $1.7M |
| Oder Investment Management, LLC | 1.26% | Add +0.6% | 53,254 | $1.7M |
| Savvy Advisors, Inc. | 0.06% | Add +43.8% | 52,881 | $1.7M |
| Three Arch Wealth Management LLC | 0.32% | — | 52,631 | $1.7M |
| FineMark National Bank & Trust | 0.05% | Add +90.3% | 52,619 | $1.7M |
| HFG Wealth Management, LLC | 0.93% | Reduce -3.0% | 51,846 | $1.7M |
| Waddell & Associates, LLC | 0.11% | Reduce -0.9% | 51,788 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +0.1% | 51,771 | $1.7M |
| JDH Wealth Management, LLC | 1.12% | No change | 50,163 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.43% | Add +2.5% | 48,452 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.46% | Reduce -3.1% | 47,810 | $1.6M |
| Donalies Financial Planning, LLC | 1.29% | — | 46,510 | $1.5M |
| Krilogy Financial LLC | 0.05% | Reduce -0.4% | 42,730 | $1.5M |
| Approach Retirement Advisors, LLC | 1.27% | — | 45,096 | $1.5M |
| Madrid Wealth Management, LLC | 1.19% | — | 44,942 | $1.5M |
| Arcadia Wealth Management, LLC | 0.54% | Reduce -2.2% | 44,847 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +11.9% | 44,639 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -41.7% | 44,210 | $1.4M |
| Pacific Asset Management, LLC | 0.86% | Add +3.8% | 43,900 | $1.4M |
| Vantage Point Financial LLC | 0.51% | Reduce -2.3% | 43,683 | $1.4M |
| Gemmer Asset Management LLC | 0.11% | Reduce -1.7% | 43,379 | $1.4M |
| Grunden Financial Advisory, Inc. | 0.55% | No change | 43,218 | $1.4M |
| DBK Financial Counsel, LLC | 1.07% | Add +24.4% | 42,863 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.0% | 39,630 | $1.4M |
| American Investment Services, Inc. | 0.32% | Add +0.1% | 41,755 | $1.4M |
| Cambridge Financial Group, LLC | 0.47% | Add +6.0% | 44,754 | $1.4M |
| Trailhead Planners LLC | 1.31% | — | 41,032 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -15.6% | 39,089 | $1.3M |
| APS Management Group, Inc. | 1.08% | Reduce -3.3% | 38,683 | $1.3M |
| L & S Advisors Inc | 0.13% | Reduce -0.6% | 38,570 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 37,927 | $1.2M |
| Wealth Advisors Northwest LLC | 0.54% | Reduce -7.1% | 37,194 | $1.2M |
| Cypress Point Wealth Management, LLC | 0.26% | Add +0.1% | 36,784 | $1.2M |
| Kane Co Wealth Management, Inc. | 1.06% | — | 36,768 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.75% | Reduce -17.4% | 36,692 | $1.2M |
| Sei Investments Co. | 0.00% | Add +20.6% | 35,875 | $1.2M |
| First PREMIER Bank | 0.26% | Add +31.9% | 35,355 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | New | 33,381 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.28% | Reduce -70.7% | 34,705 | $1.1M |
| Shearwater Capital LLC | 0.63% | Reduce -0.7% | 33,956 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.41% | Reduce -7.4% | 33,738 | $1.1M |
| Montis Financial, LLC | 0.22% | Add +20.1% | 33,663 | $1.1M |
| Alkeme Wealth, LLC | 0.46% | Add +11.2% | 32,904 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.54% | Add +0.7% | 32,888 | $1.1M |
| Parcion Private Wealth LLC | 0.06% | New | 32,767 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Add +103.9% | 32,669 | $1.1M |
| Invst, LLC | 0.12% | Add +15.8% | 32,507 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -11.4% | 32,246 | $1.1M |
| Flagstone Financial Management | 0.26% | No change | 31,663 | $1.0M |
| Lauterbach Financial Advisors, LLC | 0.50% | Reduce -1.2% | 31,641 | $1.0M |
| Lam Group, Inc. | 0.59% | Reduce -7.5% | 31,500 | $1.0M |
| Greenspring Advisors, LLC | 0.06% | Add +262.5% | 31,396 | $1.0M |
| ARK & TLK Investments, LLC | 0.28% | Reduce -10.3% | 31,114 | $1.0M |
| Comerica Bank | 0.00% | Reduce -5.4% | 31,040 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 30,664 | $999K |
| Burney Co./ | 0.03% | Add +6.6% | 30,503 | $993K |
| SpringVest Wealth Management LLC | 0.66% | Add +51.2% | 28,991 | $944K |
| NewEdge Wealth, LLC | 0.01% | Add +18.3% | 28,782 | $937K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | No change | 28,325 | $923K |
| Foster & Motley Inc. | 0.05% | Reduce -0.3% | 28,212 | $919K |
| RCS Financial Planning, LLC | 0.40% | Reduce -14.9% | 28,210 | $919K |
| CarsonAllaria Wealth Management, Ltd. | 0.44% | Add +0.2% | 27,236 | $887K |
| Vestment Financial LLC | 0.46% | Reduce -2.0% | 26,020 | $882K |
| Truist Financial Corp. | 0.00% | Add +1.7% | 26,592 | $866K |
| Arnold Financial Planning LLC | 0.89% | — | 26,485 | $863K |
| Magnolia Private Wealth, LLC | 0.60% | Add +10.6% | 26,236 | $855K |
| Ellis Investment Partners, LLC | 0.15% | Add +3.2% | 26,105 | $850K |
| Highland Financial Advisors, LLC | 0.23% | Add +2.6% | 25,920 | $844K |
| rebel Financial LLC | 0.36% | Add +0.0% | 25,724 | $838K |
| AlphaCore Capital LLC | 0.02% | No change | 25,272 | $823K |
| Private Trust Co. NA | 0.07% | Add +12.2% | 24,793 | $807K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.6% | 24,673 | $804K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.7% | 24,640 | $803K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.9% | 24,331 | $792K |
| Morton Capital Management LLC | 0.12% | Reduce -6.0% | 24,108 | $785K |
| Aire Advisors, LLC | 0.14% | Add +0.2% | 23,733 | $773K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $765K |
| Advisory Services Network, LLC | 0.01% | Add +34.1% | 22,881 | $745K |
| Cloud Capital Management, LLC | 0.35% | Add +17.8% | 22,747 | $740K |
| Lifeworks Advisors, LLC | 0.10% | Add +7.0% | 22,622 | $737K |
| Level Wealth Management LLC | 0.38% | Reduce -3.8% | 22,538 | $734K |
| Principal Securities, Inc. | 0.01% | Add +1.1% | 22,511 | $733K |
| Tranquility Partners, LLC | 0.26% | Reduce -1.5% | 22,210 | $723K |
| Eaton-Cambridge Inc. | 0.24% | No change | 22,163 | $722K |
| Choreo, LLC | 0.01% | Add +0.4% | 21,850 | $714K |
| Midwest Trust Co | 0.01% | No change | 21,470 | $699K |
| Optima Capital LLC | 0.30% | Add +2.3% | 20,959 | $683K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.2% | 20,661 | $673K |
| One Capital Management, LLC | 0.02% | Reduce -2.2% | 20,147 | $656K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.51% | — | 20,069 | $654K |
| Brown Advisory Inc. | 0.00% | New | 19,784 | $644K |
| Garrison Point Advisors, LLC | 0.28% | Add +15.4% | 19,728 | $643K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.1% | 19,637 | $640K |
| Helium Advisors LLC | 0.64% | Add +16.6% | 19,282 | $628K |
| Okabena Investment Services Inc. | 0.12% | Reduce -42.6% | 19,259 | $627K |
| Sanctuary Advisors, LLC | 0.00% | New | 19,066 | $621K |
| CLG LLC | 0.15% | Reduce -1.5% | 19,056 | $621K |
| Compound Planning, Inc. | 0.02% | Add +79.2% | 19,044 | $620K |
| Fort Vancouver Investment Management, LLC | 0.33% | No change | 19,028 | $620K |
| Abacus Planning Group, Inc. | 0.08% | Add +20.8% | 18,921 | $616K |
| Balanced Rock Investment Advisors LLC | 0.43% | Reduce -0.3% | 18,587 | $605K |
| Cascade Wealth Advisors, Inc | 0.28% | Add +0.1% | 16,846 | $605K |
| D.A. Davidson & Co. | 0.00% | Add +12.4% | 18,554 | $604K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +35.5% | 18,177 | $592K |
| GWN Securities Inc. | 0.12% | Add +0.8% | 17,832 | $581K |
| tru Independence LLC | 0.15% | Reduce -24.6% | 17,661 | $575K |
| Eastover Investment Advisors LLC | 0.25% | Reduce -9.8% | 17,570 | $572K |
| International Private Wealth Advisors LLC | 0.35% | Add +28.0% | 17,220 | $561K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +38.0% | 17,144 | $558K |
| NewEdge Advisors, LLC | 0.00% | Add +9.9% | 17,144 | $558K |
| Infinity Wealth Counsel, LLC | 0.51% | Add +12.5% | 17,026 | $555K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 16,966 | $553K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.07% | — | 16,815 | $548K |
| Summit Financial, LLC | 0.01% | Add +71.5% | 16,783 | $547K |
| Rather & Kittrell, Inc. | 0.09% | Add +0.3% | 16,725 | $545K |
| Lynx Investment Advisory | 0.30% | Reduce -42.1% | 16,640 | $542K |
| Altiora Financial Group, LLC | 0.09% | Add +0.1% | 16,349 | $532K |
| Smartleaf Asset Management LLC | 0.02% | Add +618.1% | 16,272 | $531K |
| Longview Financial Advisors LLC | 0.29% | Reduce -0.2% | 16,311 | $531K |
| Signature Resources Capital Management, LLC | 0.27% | Reduce -6.0% | 16,237 | $529K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16,200 | $528K |
| Quarry Hill Advisors, LLC | 0.24% | No change | 16,183 | $527K |
| Atlanta Consulting Group Advisors, LLC | 0.12% | Add +55.0% | 16,176 | $527K |
| Quantinno Capital Management LP | 0.00% | Add +73.7% | 16,156 | $526K |
| Walter & Keenan Wealth Management LLC /in/ | 0.14% | Add +5.7% | 16,079 | $524K |
| Tanager Wealth Management LLP | 0.05% | Reduce -19.2% | 16,015 | $522K |
| SJS Investment Consulting Inc. | 0.07% | Add +0.0% | 16,012 | $522K |
| HMV Wealth Advisors, LLC | 0.26% | No change | 15,965 | $520K |
| Friday Financial | 0.18% | New | 15,962 | $520K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.6% | 15,916 | $518K |
| USAdvisors Wealth Management, LLC | 0.17% | Reduce -1.6% | 15,910 | $518K |
| Athena Wealth Management, LLC | 0.50% | — | 15,721 | $512K |
| Eldridge Investment Advisors, Inc. | 0.11% | New | 15,675 | $511K |
| Wells Fargo & Company | 0.00% | Add +80.9% | 15,414 | $502K |
| Strategic Investment Solutions, Inc. | 0.12% | Reduce -27.1% | 15,366 | $500K |
| M Holdings Securities, Inc. | 0.04% | Reduce -29.1% | 15,236 | $496K |
| Abel Hall, LLC | 0.11% | Reduce -3.6% | 14,995 | $488K |
| Ballast Rock Private Wealth LLC | 0.30% | — | 14,978 | $488K |
| Partners in Financial Planning | 0.08% | Add +0.7% | 14,750 | $480K |
| Ruedi Wealth Management, Inc. | 0.12% | Add +0.2% | 14,441 | $470K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.1% | 14,405 | $469K |
| IFG Advisory, LLC | 0.02% | Reduce -29.1% | 14,231 | $463K |
| Aerodigm Wealth, LLC | 0.18% | No change | 14,181 | $462K |
| Prosperity Planning, Inc. | 0.17% | Reduce -0.7% | 13,940 | $454K |
| G2 Capital Management, LLC / Oh | 0.11% | Add +5.3% | 13,912 | $453K |
| L.K. Benson & Company, P.C. | 0.22% | Add +16.5% | 13,468 | $439K |
| Fielder Capital Group LLC | 0.09% | Add +87.0% | 13,387 | $436K |
| Quent Capital, LLC | 0.03% | Add +60536.4% | 13,340 | $434K |
| Strathmore Capital Advisors, Inc. | 0.14% | Add +103.2% | 13,179 | $429K |
| Merit Financial Group, LLC | 0.00% | Reduce -11.4% | 12,676 | $413K |
| Samalin Investment Counsel, LLC | 0.15% | Add +1.3% | 12,629 | $411K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,566 | $409K |
| Indivisible Partners | 0.04% | — | 12,244 | $399K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.1% | 12,151 | $396K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +68.8% | 12,022 | $392K |
| Frankly Finances, LLC | 0.37% | — | 11,983 | $390K |
| Axxcess Wealth Management, LLC | 0.01% | Add +52.2% | 11,960 | $390K |
| Canopy Partners, LLC | 0.13% | Add +0.1% | 11,895 | $387K |
| IFG Advisors, LLC | 0.06% | Reduce -0.8% | 11,803 | $384K |
| Foundation Wealth Management, LLC\PA | 0.14% | Add +30.1% | 11,753 | $383K |
| Sincerus Advisory, LLC | 0.31% | Reduce -0.1% | 11,736 | $382K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -34.7% | 11,726 | $382K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -3.6% | 11,692 | $381K |
| Wedmont Private Capital | 0.01% | No change | 11,075 | $374K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.8% | 11,385 | $371K |
| Montag A & Associates Inc. | 0.02% | New | 11,240 | $366K |
| Websterrogers Financial Advisors, LLC | 0.11% | Reduce -4.7% | 11,198 | $365K |
| XY Planning Network, Inc. | 0.06% | New | 11,112 | $362K |
| Argent Trust Co | 0.01% | Add +11.3% | 10,898 | $355K |
| Financial Harvest, LLC | 0.22% | Reduce -0.6% | 10,729 | $349K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -3.4% | 10,645 | $347K |
| Larry Mathis Financial Planning, LLC | 0.30% | — | 10,572 | $344K |
| Poinciana Advisors Group, LLC | 0.27% | Add +6.7% | 10,425 | $340K |
| Richards, Merrill & Peterson, Inc. | 0.13% | New | 10,294 | $335K |
| VanderPol Investments L.L.C. | 0.64% | Reduce -3.9% | 10,286 | $335K |
| Vestia Personal Wealth Advisors | 0.17% | Add +2.2% | 9,649 | $333K |
| Peirce Capital Management, LLC | 0.13% | No change | 10,185 | $332K |
| Fisher Asset Management | 0.00% | New | 10,168 | $331K |
| Greenline Wealth Management LLC | 0.34% | — | 10,056 | $328K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 10,029 | $327K |
| Elevate Wealth Advisory, Inc. | 0.22% | No change | 9,950 | $324K |
| Wealthspan Partners, LLC | 0.12% | Add +40.5% | 9,903 | $323K |
| Apollon Financial, LLC | 0.05% | New | 9,855 | $321K |
| Cogent Private Wealth, Inc. | 0.24% | — | 9,687 | $316K |
| Matisse Capital | 0.14% | No change | 9,687 | $316K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 9,659 | $315K |
| Integrity Investment Advisors, LLC | 0.17% | Reduce -3.0% | 9,465 | $308K |
| Red Lighthouse Investment Management, LLC | 0.11% | Add +2.4% | 9,373 | $305K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -0.2% | 9,355 | $305K |
| Woodside Wealth Management LLC | 0.23% | Add +17.8% | 9,341 | $304K |
| Stewardship Advisors, LLC | 0.07% | Reduce -4.1% | 9,333 | $304K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 9,222 | $300K |
| Maryland Capital Advisors Inc. | 0.10% | Reduce -2.0% | 9,154 | $298K |
| Concord Wealth Partners | 0.04% | Add +3.6% | 9,074 | $296K |
| Allstreet Capital Advisors LLC | 0.21% | — | 8,994 | $293K |
| XML Financial, LLC | 0.02% | New | 8,945 | $291K |
| Caprock Group, LLC | 0.01% | No change | 8,861 | $289K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 8,848 | $288K |
| Passive Capital Management, LLC. | 0.09% | Add +0.1% | 8,825 | $287K |
| Landmark Wealth Management, Inc. | 0.11% | Reduce -0.3% | 8,807 | $287K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.6% | 8,660 | $282K |
| Strategent Financial, LLC | 0.17% | No change | 8,486 | $276K |
| Pinney & Scofield, Inc. | 0.16% | Add +3.0% | 8,469 | $276K |
| Presidio Capital Management, LLC | 0.08% | Reduce -0.5% | 8,464 | $276K |
| Klaas Financial Asset Advisors, LLC | 0.04% | New | 8,433 | $275K |
| Westwood Wealth Management | 0.21% | New | 8,407 | $274K |
| Lionshead Wealth Management, LLC | 0.21% | Reduce -5.2% | 8,407 | $274K |
| Liberty Capital Management, Inc. | 0.05% | Reduce -14.6% | 8,356 | $272K |
| Blume Capital Management, Inc. | 0.05% | No change | 8,354 | $272K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 8,275 | $270K |
| Park Edge Advisors, LLC | 0.06% | New | 8,271 | $269K |
| Seneschal Advisors, LLC | 0.20% | Add +7.3% | 8,250 | $269K |
| Pillar Financial Advisors, LLC | 0.16% | No change | 8,219 | $268K |
| Vertex Planning Partners, LLC | 0.06% | Add +11.2% | 8,157 | $266K |
| Triad Wealth Partners, LLC | 0.02% | Add +10.7% | 8,045 | $262K |
| Conservest Capital Advisors, Inc. | 0.02% | Add +5.2% | 7,844 | $255K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 7,700 | $251K |
| Riverchase Wealth Management, LLC | 0.13% | No change | 7,626 | $248K |
| Spire Wealth Management | 0.01% | Add +6.3% | 7,614 | $248K |
| Hancock Whitney Corp. | 0.00% | New | 7,608 | $248K |
| Scratch Capital LLC | 0.16% | Add +7.0% | 7,605 | $248K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +0.1% | 7,579 | $247K |
| HM Payson & Co. | 0.00% | No change | 7,571 | $247K |
| VSM Wealth Advisory, LLC | 0.07% | No change | 7,488 | $244K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -0.2% | 7,305 | $238K |
| Bright Futures Wealth Management, LLC. | 0.17% | Add +11.5% | 7,083 | $231K |
| Asset Dedication, LLC | 0.02% | No change | 7,076 | $230K |
| Quadrature Capital Ltd | 0.00% | Reduce -45.0% | 6,955 | $227K |
| Citrine Capital LLC | 0.10% | Add +5.4% | 6,918 | $225K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -52.0% | 6,871 | $224K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,724 | $219K |
| Altfest L J & Co. Inc. | 0.02% | New | 6,699 | $218K |
| Simplicity Wealth,LLC | 0.01% | New | 6,417 | $209K |
| Signet Financial Management, LLC | 0.02% | Reduce -0.8% | 6,345 | $207K |
| Semitam Bonam LLC | 0.17% | New | 6,339 | $206K |
| Silver Oak Advisory Group, Inc. | 0.09% | Reduce -2.6% | 6,318 | $205K |
| Parkside Financial Bank & Trust | 0.01% | Add +152.5% | 5,626 | $183K |
| Hurley Capital, LLC | 0.09% | Add +1.6% | 4,846 | $158K |
| Chilton Capital Management LLC | 0.01% | New | 4,677 | $152K |
| Rialto Wealth Management, LLC | 0.03% | Add +220.1% | 4,270 | $139K |
| Orion Capital Management LLC | 0.05% | No change | 4,140 | $135K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 4,026 | $131K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $115K |
| Motco | 0.01% | No change | 3,040 | $99K |
| US Bancorp \de | 0.00% | Add +7.7% | 2,840 | $92K |
| Global Retirement Partners, LLC | 0.00% | Add +240.8% | 2,699 | $88K |
| Eq Wealth Advisors, LLC | 0.04% | New | 2,001 | $65K |
| Jones Financial Companies LLLP | 0.00% | Reduce -13.8% | 1,725 | $56K |
| Glassman Wealth Services | 0.01% | No change | 1,690 | $55K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,535 | $55K |
| Retirement Wealth Solutions LLC | 0.03% | No change | 1,669 | $54K |
| Private Wealth Asset Management, LLC | 0.01% | Add +442.2% | 1,605 | $52K |
| Grand Wealth Management, LLC | 0.02% | No change | 1,590 | $52K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,455 | $47K |
| Assetmark, Inc. | 0.00% | Add +40.5% | 1,422 | $46K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 1,412 | $46K |
| Wealth Watch Advisors, INC | 0.02% | No change | 1,345 | $44K |
| Planning Project LLC | 0.01% | — | 1,344 | $44K |
| Harbor Investment Advisory, LLC | 0.00% | Add +18.5% | 1,280 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 1,226 | $40K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 1,199 | $39K |
| Banco de Sabadell, S.A | 0.02% | No change | 1,058 | $34K |
| LRI Investments, LLC | 0.00% | Add +6.3% | 930 | $30K |
| Rossby Financial, LCC | 0.01% | No change | 916 | $30K |
| UMB Bank, n.a. | 0.00% | New | 885 | $29K |
| IMG Wealth Management, Inc. | 0.02% | New | 855 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 847 | $28K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 824 | $27K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.6% | 812 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 810 | $26K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.8% | 735 | $24K |
| Gilpin Wealth Management, LLC | 0.02% | — | 700 | $23K |
| SHP Wealth Management | 0.00% | — | 694 | $23K |
| Howe & Rusling Inc. | 0.00% | No change | 654 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 571 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 577 | $19K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 546 | $18K |
| Redwood Park Advisors LLC | 0.01% | Reduce -2.7% | 540 | $18K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -3.1% | 534 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 521 | $17K |
| CENTRAL TRUST Co | 0.00% | Reduce -23.6% | 521 | $17K |
| Crewe Advisors LLC | 0.00% | No change | 488 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -2.0% | 485 | $16K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 472 | $15K |
| Islay Capital Management, LLC | 0.01% | New | 450 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 421 | $14K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 416 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 413 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 408 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +10.0% | 385 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $12K |
| Triumph Capital Management | 0.00% | New | 361 | $12K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 340 | $11K |
| Team Financial Group, LLC | 0.00% | No change | 276 | $9K |
| Bayban | 0.01% | — | 209 | $7K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 206 | $7K |
| RHL Group, LLC | 0.01% | — | 202 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 193 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 175 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | New | 166 | $5K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 150 | $5K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 149 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | New | 149 | $5K |
| Centennial Bank | 0.00% | No change | 133 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.8% | 131 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 126 | $4K |
| West Branch Capital LLC | 0.00% | No change | 125 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 96 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 96 | $3K |
| PFS Partners, LLC | 0.00% | New | 74 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 36 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 22 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 23 | $752 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 19 | $634 |
| Golden State Wealth Management, LLC | 0.00% | No change | 12 | $391 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $195 |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 3 | $98 |
| JNBA Financial Advisors | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.