Dimensional Emerging Core EqDFAEETF
13F holders, Q1 2026 (March 31)673holders +27
60new positions
25sold out
2famous investors
$33.91avg. 13F price*
At the end of Q1 2026, 673 institutions reported holding Dimensional Emerging Core Eq (DFAE) in their 13F filings, up 27 from Q4 2025. 60 opened new positions and 25 sold out. The largest holders were Retirement Systems of Alabama ($429.0M), Mather Group, Llc. ($409.3M) and FMR LLC ($333.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $202.6M |
| Exits | 25 | $13.8M |
All 13F filers, Q4 2025 → Q1 2026: 19,112,436 shares bought and 5,708,535 shares sold, net +13,403,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| Retirement Systems of Alabama | 1.43% | No change | 12,668,769 | $429.0M |
| Mather Group, Llc. | 4.08% | Reduce -0.7% | 12,087,652 | $409.3M |
| FMR LLC | 0.02% | Add +6.1% | 9,835,944 | $333.0M |
| Bank of America Corp. | 0.02% | Add +11.0% | 6,797,040 | $230.1M |
| UBS Group AG | 0.04% | Add +5.3% | 6,760,200 | $228.9M |
| Coldstream Capital Management Inc. | 1.81% | Add +0.4% | 4,308,904 | $145.9M |
| Mariner, LLC | 0.17% | Add +2.8% | 4,257,033 | $144.0M |
| Foster Group, Inc. | 3.82% | Reduce -3.5% | 3,795,256 | $128.5M |
| Root Financial Partners, LLC | 5.06% | Add +6.4% | 3,229,392 | $109.3M |
| Factory Mutual Insurance Co. | 1.18% | No change | 3,086,900 | $104.5M |
| Horizon Investments, LLC | 1.05% | Add +107.2% | 2,777,922 | $94.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.9% | 2,681,016 | $90.8M |
| Washington Trust Bank | 6.51% | Add +3.2% | 2,606,969 | $88.3M |
| Vise Technologies, Inc. | 1.71% | No change | 2,670,478 | $87.0M |
| Wealthspire Advisors, LLC | 0.65% | Reduce -4.6% | 2,436,299 | $82.5M |
| Cetera Investment Advisers | 0.08% | Reduce -1.5% | 2,351,377 | $79.6M |
| Cerity Partners LLC | 0.11% | Add +34.1% | 2,317,535 | $78.5M |
| McKinley Carter Wealth Services, Inc. | 4.26% | Add +316.4% | 2,179,072 | $73.8M |
| Focus Partners Wealth | 0.08% | Reduce -0.1% | 2,152,211 | $73.4M |
| Evoke Wealth, LLC | 1.33% | Add +5.5% | 2,129,704 | $72.1M |
| Annex Advisory Services, LLC | 1.33% | New | 2,099,668 | $71.1M |
| HighTower Advisors, LLC | 0.07% | Add +2.6% | 2,072,908 | $70.2M |
| TCI Wealth Advisors, Inc. | 3.70% | Add +5.5% | 2,056,150 | $69.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.8% | 1,924,506 | $65.2M |
| True Link Financial Advisors, LLC | 3.80% | Add +2.3% | 1,819,051 | $61.6M |
| Millburn Ridgefield LLC | 1.24% | Add +8.7% | 1,706,676 | $57.8M |
| Catalyst Capital Advisors LLC | 1.08% | Add +8.7% | 1,706,676 | $57.8M |
| Corient Private Wealth LP | 0.08% | Reduce -2.4% | 1,646,838 | $55.8M |
| Founders Financial Securities LLC | 2.83% | Add +3.7% | 1,396,774 | $50.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.9% | 1,468,867 | $49.7M |
| Creative Planning | 0.03% | Reduce -3.4% | 1,440,907 | $48.8M |
| Maseco LLP | 1.49% | Add +8.4% | 1,399,794 | $47.4M |
| Mercer Global Advisors Inc. | 0.07% | Add +13.0% | 1,342,067 | $45.4M |
| RAM Investment Partners, LLC | 7.88% | Add +2.9% | 1,325,462 | $44.9M |
| Petersen Hastings Wealth Advisors Inc. | 3.99% | Add +1.0% | 1,284,848 | $43.5M |
| Cwm, LLC | 0.11% | Add +1.4% | 1,265,472 | $42.8M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Add +19.4% | 1,232,298 | $41.7M |
| LPL Financial LLC | 0.01% | Add +1.4% | 1,153,999 | $39.1M |
| Aquire Wealth Advisors, LLC | 9.74% | Add +1.1% | 1,093,683 | $37.0M |
| Klaas Financial Asset Advisors, LLC | 5.03% | Add +12659.0% | 1,075,966 | $36.4M |
| Great Point Wealth Advisors, LLC | 6.71% | Reduce -0.3% | 1,073,678 | $36.4M |
| OneDigital Investment Advisors LLC | 0.35% | Add +1.0% | 1,049,627 | $35.5M |
| Ledyard National Bank | 2.94% | Add +0.7% | 1,000,247 | $33.9M |
| Park Avenue Securities LLC | 0.25% | Add +5.0% | 945,379 | $32.0M |
| WPWealth LLP | 4.52% | Add +1.0% | 873,406 | $29.6M |
| West Financial Advisors, LLC | 4.96% | Reduce -3.1% | 862,196 | $29.2M |
| RVW Wealth, LLC | 2.26% | Reduce -3.0% | 858,565 | $29.1M |
| Prime Capital Investment Advisors, LLC | 0.33% | Reduce -1.2% | 850,754 | $28.8M |
| Perigon Wealth Management, LLC | 0.50% | Add +4.4% | 817,064 | $27.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.8% | 806,633 | $27.3M |
| Physician Wealth Advisors, Inc. | 3.67% | Add +4.9% | 779,259 | $26.4M |
| Bedel Financial Consulting, Inc. | 3.01% | Add +4.7% | 773,996 | $26.2M |
| Market Street Wealth Management Advisors LLC | 4.11% | Reduce -3.2% | 769,872 | $26.1M |
| Morling Financial Advisors, LLC | 8.03% | Add +1.3% | 769,272 | $26.0M |
| Fiduciary Financial Group, LLC | 3.44% | Add +7.3% | 765,800 | $25.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -39.3% | 763,514 | $25.8M |
| Stadion Money Management, LLC | 2.56% | Reduce -6.8% | 752,507 | $25.5M |
| Annandale Capital, LLC | 3.99% | Reduce -4.6% | 717,027 | $24.3M |
| Mission Wealth Management, LP | 0.51% | Reduce -7.7% | 714,267 | $24.2M |
| Diversified Portfolios, Inc. | 1.95% | Reduce -1.4% | 699,905 | $23.7M |
| Marquette Asset Management, LLC | 3.54% | Add +0.2% | 697,279 | $23.6M |
| CPA Asset Management Group, LLC | 7.77% | Add +1.9% | 683,939 | $23.2M |
| Apella Capital, LLC | 0.34% | Add +298.5% | 610,144 | $23.1M |
| Clearstead Advisors, LLC | 0.21% | Add +0.6% | 679,741 | $23.0M |
| Wealth Management Nebraska | 2.32% | Add +3.7% | 675,630 | $22.9M |
| Brighton Jones LLC | 0.50% | Add +3.3% | 672,686 | $22.8M |
| JFS Wealth Advisors, LLC | 1.27% | Reduce -0.1% | 671,726 | $22.7M |
| Pioneer Wealth Management Group | 6.29% | Add +8.3% | 662,686 | $22.4M |
| MCF Advisors LLC | 0.96% | New | 645,426 | $21.9M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -0.4% | 627,078 | $21.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +9.5% | 616,667 | $20.9M |
| Arista Wealth Management, LLC | 2.54% | Reduce -3.4% | 616,083 | $20.9M |
| Colony Family Offices, LLC | 5.08% | Add +1.6% | 608,449 | $20.6M |
| Modera Wealth Management, LLC | 0.25% | Reduce -1.5% | 606,150 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Add +20.2% | 601,957 | $20.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.56% | Add +8.7% | 597,361 | $20.2M |
| Creative Capital Management Investments LLC | 5.76% | Reduce -1.6% | 592,892 | $20.1M |
| BlueSky Wealth Advisors, LLC | 2.58% | New | 592,361 | $20.1M |
| Everhart Financial Group, Inc. | 1.70% | Add +20.9% | 590,888 | $20.0M |
| Moisand Fitzgerald Tamayo, LLC | 2.14% | Reduce -1.6% | 587,776 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.2% | 606,357 | $19.8M |
| Pallas Capital Advisors LLC | 0.74% | Reduce -8.8% | 584,856 | $19.8M |
| Berger Financial Group, Inc | 1.09% | Reduce -18.6% | 574,782 | $19.5M |
| Evergreen Capital Management LLC | 0.42% | Add +7.5% | 572,970 | $19.4M |
| Index Fund Advisors, Inc. | 0.86% | Add +5.5% | 567,117 | $19.2M |
| Avior Wealth Management, LLC | 0.54% | Add +2.5% | 562,999 | $19.1M |
| Wealth Dimensions Group, Ltd. | 3.75% | Add +5.1% | 562,413 | $19.0M |
| Austin Wealth Management, LLC | 4.20% | Reduce -31.3% | 542,811 | $18.5M |
| Old Mission Capital LLC | 0.43% | New | 539,918 | $18.3M |
| Bank of Montreal | 0.01% | Reduce -8.5% | 529,415 | $17.9M |
| Eclectic Associates Inc. | 2.37% | Add +21.2% | 526,294 | $17.8M |
| Freedom Investment Management, Inc. | 5.18% | Reduce -5.0% | 515,358 | $17.5M |
| Bridgewater Advisors Inc. | 1.03% | Add +5.8% | 436,182 | $17.3M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 500,273 | $16.9M |
| Private Advisor Group, LLC | 0.08% | Add +1.4% | 498,237 | $16.9M |
| Voisard Asset Management Group, Inc. | 3.60% | Add +1.1% | 497,958 | $16.9M |
| Sterling Wealth Management, Inc. | 4.54% | Add +1.3% | 488,126 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.13% | Add +0.7% | 434,590 | $16.5M |
| Wescott Financial Advisory Group, LLC | 1.43% | Add +1.0% | 482,096 | $16.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -4.4% | 478,572 | $16.2M |
| Confluence Wealth Services, Inc. | 0.61% | Add +4.1% | 466,852 | $15.8M |
| Chico Wealth RIA | 9.64% | Add +5.7% | 466,111 | $15.8M |
| Envision Financial Planning, LLC | 5.69% | Add +0.4% | 464,671 | $15.7M |
| Collective Family Office LLC | 3.50% | Add +3.4% | 458,919 | $15.5M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -2.9% | 454,437 | $15.4M |
| First Bancorp, Inc | 7.48% | Reduce -5.2% | 444,593 | $15.1M |
| Dynamic Advisor Solutions LLC | 0.46% | Add +2.3% | 432,990 | $14.7M |
| DiNuzzo Private Wealth, Inc. | 1.55% | Reduce -2.1% | 425,244 | $14.4M |
| SC&H Financial Advisors, Inc. | 2.15% | Add +3.6% | 421,263 | $14.3M |
| TCP Asset Management, LLC | 1.82% | Reduce -2.6% | 418,665 | $14.2M |
| Avondale Wealth Management | 6.95% | Add +8.4% | 417,883 | $14.1M |
| Falcon Wealth Planning | 0.96% | Reduce -76.5% | 415,746 | $14.1M |
| Awm Capital, LLC | 1.27% | Reduce -0.3% | 414,880 | $14.0M |
| Newman Dignan & Sheerar, Inc. | 2.92% | Add +8.3% | 409,567 | $13.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.06% | Add +3.1% | 401,152 | $13.6M |
| MAI Capital Management | 0.08% | Add +16.0% | 395,743 | $13.4M |
| BWM Planning, LLC | 3.27% | Reduce -8.7% | 365,577 | $12.4M |
| Guardian Wealth Management, LLC | 3.72% | Reduce -4.3% | 362,031 | $12.3M |
| Tortoise Investment Management, LLC | 0.98% | Add +3.4% | 351,334 | $11.9M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.2% | 343,800 | $11.6M |
| Advisory Alpha, LLC | 0.32% | Add +47.9% | 342,023 | $11.6M |
| Vawter Financial, Ltd. | 4.82% | Reduce -2.8% | 338,341 | $11.5M |
| Exencial Wealth Advisors, LLC | 0.35% | Add +1.0% | 335,680 | $11.4M |
| Crusonia Wealth Advisors LLC | 2.35% | Add +9.4% | 335,404 | $11.4M |
| Prudent Man Investment Management, Inc. | 3.81% | Add +0.0% | 347,647 | $11.3M |
| DDFG, Inc | 2.40% | Reduce -6.6% | 328,561 | $11.1M |
| Financial Alternatives, Inc | 5.83% | Add +29.1% | 319,154 | $10.8M |
| Rockland Trust Co. | 0.43% | Reduce -0.8% | 318,615 | $10.8M |
| Forum Private Client Group LLC | 3.59% | Add +6.5% | 317,053 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Add +13.9% | 309,692 | $10.5M |
| Farther Finance Advisors, LLC | 0.10% | Add +89.7% | 305,373 | $10.4M |
| Allodium Investment Consultants, LLC | 4.96% | Reduce -4.4% | 306,050 | $10.4M |
| Betterment LLC | 0.02% | Reduce -5.0% | 305,674 | $10.3M |
| Stolz & Associates, PS | 7.12% | Reduce -0.4% | 274,718 | $10.2M |
| MML Investors Services, LLC | 0.03% | Reduce -6.0% | 295,896 | $10.0M |
| Rothschild Wealth LLC | 0.90% | Add +1.0% | 294,457 | $10.0M |
| Diversify Wealth Management, LLC | 0.18% | Add +7.2% | 265,921 | $9.9M |
| Spectrum Investment Advisors, Inc. | 4.93% | Add +1.8% | 293,208 | $9.9M |
| Disciplined Investments, LLC | 3.55% | Add +4.0% | 292,372 | $9.9M |
| Navigation Group, LLC | 2.31% | — | 291,935 | $9.9M |
| AE Wealth Management LLC | 0.05% | Add +1.9% | 287,556 | $9.7M |
| PCA Investment Advisory Services Inc. | 3.22% | Add +6.4% | 284,747 | $9.6M |
| Sterling Wealth Advisors Inc | 5.45% | Add +1.0% | 254,342 | $9.6M |
| Parkwoods Wealth Partners, LLC | 2.29% | Add +22.5% | 275,705 | $9.3M |
| Towneley Capital Management, Inc / DE | 1.94% | Reduce -1.4% | 273,986 | $9.3M |
| Colorado Capital Management, Inc. | 3.39% | Add +5.5% | 268,745 | $9.1M |
| Beaird Harris Wealth Management, LLC | 0.62% | Reduce -2.3% | 267,339 | $9.1M |
| Entrewealth, LLC | 4.05% | Add +7.4% | 266,785 | $9.0M |
| Kure Advisory, LLC | 4.92% | Add +0.8% | 266,672 | $9.0M |
| Aptus Capital Advisors, LLC | 0.07% | Add +1.6% | 262,545 | $8.9M |
| Amicus Financial Advisors, LLC | 2.40% | Reduce -0.3% | 257,683 | $8.7M |
| Vermillion & White Wealth Management Group, LLC | 5.02% | Add +13.6% | 257,595 | $8.7M |
| Claris Advisors, LLC / Mo / | 2.59% | Add +1.6% | 255,752 | $8.7M |
| Security Financial Services, INC. | 1.36% | Reduce -38.7% | 253,863 | $8.6M |
| Monument Group Wealth Advisors, LLC | 4.75% | Add +1.7% | 252,834 | $8.6M |
| Efficient Advisors, LLC | 0.60% | Reduce -39.3% | 250,564 | $8.5M |
| DecisionPoint Financial, LLC | 1.81% | Reduce -0.2% | 247,931 | $8.4M |
| Quantum Financial Advisors, LLC | 0.94% | Reduce -0.9% | 247,630 | $8.4M |
| Compass Financial Group, Inc. | 3.77% | Reduce -0.8% | 246,771 | $8.4M |
| Parkshore Wealth Management, Inc. | 2.78% | Add +23.7% | 245,836 | $8.3M |
| Demming Financial Services Corp. | 5.98% | Add +3.0% | 243,278 | $8.2M |
| Essential Planning, LLC. | 2.60% | Reduce -1.2% | 241,138 | $8.2M |
| Graver Capital Management, LLC | 6.17% | Add +4.0% | 239,699 | $8.1M |
| Koshinski Asset Management, Inc. | 0.51% | New | 239,271 | $8.1M |
| Jackson Thornton Wealth Management, LLC | 0.72% | Reduce -6.3% | 223,022 | $8.0M |
| Great Waters Wealth Management | 0.85% | Reduce -10.7% | 236,533 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Add +30.4% | 236,438 | $8.0M |
| SIMA Wealth Partners, LLC | 6.07% | Add +8.3% | 235,507 | $8.0M |
| Discipline Wealth Solutions, LLC | 0.84% | Add +151.4% | 235,333 | $8.0M |
| GEM Asset Management, LLC | 3.49% | Add +12.1% | 233,263 | $7.9M |
| Savant Capital, LLC | 0.04% | Add +100.5% | 232,657 | $7.9M |
| Trinity Financial Advisors LLC | 2.20% | Add +31.5% | 227,921 | $7.7M |
| Midwest Heritage Bank, FSB | 2.46% | Add +3.5% | 226,648 | $7.7M |
| Wealthquest Corp | 0.54% | Add +1.9% | 225,999 | $7.7M |
| Sax Wealth Advisors, LLC | 0.37% | No change | 234,750 | $7.6M |
| Archford Capital Strategies, LLC | 0.86% | Add +22.0% | 222,361 | $7.5M |
| DeLarme Wealth Management, Inc. | 4.75% | Add +5.9% | 217,654 | $7.4M |
| Heritage Wealth Management, Inc./Texas | 3.14% | Add +2.4% | 216,940 | $7.3M |
| Oceanside Advisors LLC | 4.17% | Add +0.3% | 215,863 | $7.3M |
| Captrust Financial Advisors | 0.01% | Reduce -16.1% | 207,842 | $7.0M |
| Jacobi Capital Management LLC | 0.39% | Add +15.6% | 206,558 | $7.0M |
| IronBridge Private Wealth, LLC | 2.24% | New | 205,435 | $7.0M |
| Shore Point Advisors, LLC | 2.74% | Reduce -3.5% | 204,960 | $6.9M |
| Keb Asset Management, LLC | 1.31% | Add +8.1% | 202,275 | $6.8M |
| Arax Advisory Partners | 0.19% | Add +3.4% | 201,754 | $6.8M |
| GK Wealth Management LLC | 5.92% | New | 208,033 | $6.8M |
| DWR Wealth Management, LLC | 5.92% | Add +19.5% | 208,033 | $6.8M |
| Pathstone Holdings, LLC | 0.03% | Add +40.8% | 200,492 | $6.8M |
| Seven Mile Advisory | 4.88% | Reduce -45.7% | 199,511 | $6.8M |
| MBA Advisors LLC | 2.53% | Add +5.9% | 194,560 | $6.6M |
| Waverly Advisors, LLC | 0.05% | New | 192,267 | $6.5M |
| Legacy Financial Group, Inc. | 1.69% | Reduce -2.9% | 188,414 | $6.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.43% | Reduce -13.3% | 187,793 | $6.4M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -13.3% | 187,793 | $6.4M |
| Note Advisors, LLC | 3.14% | Add +4.2% | 185,564 | $6.3M |
| Vermillion Wealth Management, Inc. | 2.47% | Add +8.7% | 183,184 | $6.2M |
| Integrity Wealth Solutions LLC | 2.42% | Reduce -2.4% | 181,883 | $6.2M |
| Keebeck Wealth Management | 0.69% | Add +168.3% | 181,208 | $6.1M |
| Fort Henry Capital, LLC | 3.58% | Reduce -2.7% | 174,904 | $5.9M |
| Curio Wealth, LLC | 2.02% | Reduce -3.0% | 174,471 | $5.9M |
| Strategic Wealth Advisors LLC | 4.73% | Add +14.8% | 174,313 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +152.2% | 173,489 | $5.9M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +14.2% | 169,072 | $5.7M |
| Elser Financial Planning, Inc | 0.28% | New | 170,293 | $5.7M |
| Two West Capital Advisors LLC | 3.02% | Reduce -2.1% | 152,642 | $5.7M |
| Bannerman Wealth Management Group, LLC | 3.81% | Add +4.5% | 167,095 | $5.7M |
| ArborFi Advisors, LLC | 4.62% | Add +26.1% | 167,063 | $5.7M |
| Sageworth Trust Co | 0.24% | Reduce -0.1% | 166,676 | $5.6M |
| Penobscot Wealth Management | 1.62% | Add +16.5% | 161,843 | $5.5M |
| PFG Advisors | 0.27% | Add +6.6% | 161,815 | $5.5M |
| Sutton Place Investors LLC | 2.92% | Add +1.7% | 157,696 | $5.3M |
| AA Financial Advisors, LLC | 0.75% | Reduce -46.1% | 156,704 | $5.3M |
| Builder Investment Group Inc. | 1.14% | Reduce -3.7% | 154,811 | $5.2M |
| Thayer Financial, L.L.C. | 5.34% | Add +0.7% | 154,636 | $5.2M |
| IAG Wealth Partners, LLC | 0.58% | Reduce -2.3% | 153,733 | $5.2M |
| Allworth Financial LP | 0.02% | Add +38.2% | 153,612 | $5.2M |
| Pettinga Financial Advisors LLC | 0.94% | Add +0.1% | 147,600 | $5.0M |
| North Capital, Inc. | 4.21% | Add +3.2% | 146,685 | $5.0M |
| Linscomb Wealth, Inc. | 0.22% | Add +3.4% | 146,488 | $5.0M |
| American Capital Advisory, LLC | 1.99% | Add +31.9% | 144,948 | $4.9M |
| Navigate Wealth Management, LLC | 3.44% | — | 132,219 | $4.9M |
| Vance Wealth, LLC | 1.40% | Add +43.9% | 143,576 | $4.9M |
| Navigoe, LLC | 2.84% | Add +3.7% | 142,038 | $4.8M |
| AlphaStar Capital Management, LLC | 0.35% | Add +9.7% | 140,565 | $4.8M |
| Andrews, Lucia Wealth Management LLC | 2.83% | Reduce -4.7% | 139,850 | $4.7M |
| Employees' Retirement Fund of the City of Fort Worth | 2.05% | No change | 139,300 | $4.7M |
| Ledgewood Wealth Advisors, LLC | 2.63% | Reduce -0.1% | 137,998 | $4.7M |
| Daner Wealth Management, LLC | 2.73% | Add +2.0% | 119,260 | $4.7M |
| Equitable Holdings, Inc. | 0.03% | Add +4.3% | 139,377 | $4.5M |
| Plancorp, LLC | 0.13% | Add +0.0% | 125,496 | $4.5M |
| Sculati Wealth Management, LLC | 1.66% | Add +1.8% | 132,524 | $4.5M |
| SouthState Bank Corp | 0.21% | Add +8.3% | 131,728 | $4.5M |
| Retirement Income Solutions, Inc. | 0.75% | Add +16.0% | 130,010 | $4.4M |
| Bay Harbor Wealth Management, LLC | 1.12% | Reduce -2.1% | 127,528 | $4.3M |
| SeedSafe Financial LLC | 3.36% | Reduce -0.1% | 120,560 | $4.1M |
| Saxony Capital Management, LLC | 2.36% | Add +3.7% | 120,229 | $4.1M |
| Aegis Wealth Management LLC | 2.33% | Reduce -2.1% | 120,098 | $4.1M |
| Wingate Wealth Advisors, Inc. | 2.16% | Add +6.4% | 119,559 | $4.0M |
| Kilner Capital Advisors, LLC | 3.78% | Add +1.9% | 116,453 | $3.9M |
| Burton Enright Welch | 0.54% | Add +1.5% | 116,328 | $3.9M |
| Tillman Hartley LLC | 0.98% | Add +14.3% | 115,543 | $3.9M |
| Moody National Bank Trust Division | 0.37% | Add +5.4% | 115,319 | $3.9M |
| Jacobsen Capital Management | 1.30% | New | 114,024 | $3.9M |
| Northwest Wealth Management, LLC | 0.57% | Reduce -3.7% | 112,734 | $3.8M |
| Plan Group Financial, LLC | 0.88% | Reduce -23.7% | 110,404 | $3.7M |
| Blue Trust, Inc. | 0.04% | Add +2.2% | 110,218 | $3.7M |
| BIP Wealth, LLC | 0.15% | Add +7.7% | 109,210 | $3.7M |
| HB Wealth Management, LLC | 0.02% | Add +5.2% | 109,014 | $3.7M |
| Crown Wealth Group, LLC | 1.07% | New | 107,449 | $3.6M |
| CVA Family Office, LLC | 0.38% | Add +99.1% | 107,145 | $3.6M |
| Arkadios Wealth Advisors | 0.06% | Add +71.7% | 106,980 | $3.6M |
| Keating Financial Advisory Services, Inc. | 0.58% | Add +24.2% | 106,486 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.8% | 104,929 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.2% | 104,638 | $3.5M |
| NewEdge Wealth, LLC | 0.04% | Add +260.5% | 103,759 | $3.5M |
| City State Bank | 0.91% | Add +7.8% | 103,491 | $3.5M |
| Baker Boyer National Bank | 1.04% | Add +1.5% | 102,581 | $3.5M |
| Capstone Wealth Management, Inc. | 2.86% | Add +2.9% | 99,184 | $3.4M |
| Hutchinson Capital Management | 0.61% | Add +10.7% | 98,278 | $3.3M |
| Emprise Bank | 1.32% | No change | 97,238 | $3.3M |
| Family Manage LLC | 0.39% | New | 96,906 | $3.3M |
| Larson Financial Group LLC | 0.10% | Reduce -16.5% | 96,685 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.10% | Add +9.3% | 94,409 | $3.2M |
| Breakwater Capital Group | 0.43% | Add +3.4% | 94,385 | $3.2M |
| Level Financial Advisors | 0.81% | Reduce -3.9% | 93,700 | $3.2M |
| Burk Holdings LLC | 1.36% | Add +4.1% | 93,510 | $3.2M |
| Financial Symmetry Inc | 1.12% | Add +2.2% | 82,588 | $3.1M |
| AlTi Global, Inc. | 0.07% | No change | 92,800 | $3.1M |
| Savvy Advisors, Inc. | 0.08% | Add +75.0% | 92,520 | $3.1M |
| Lincoln Capital Corp. | 1.13% | Add +1.0% | 91,032 | $3.1M |
| Sanchez Levi Garrett | 1.91% | — | 89,942 | $3.0M |
| Mustard Seed Financial, LLC | 1.80% | Add +1.9% | 88,613 | $3.0M |
| Factor Wealth Management LTD | 0.56% | Reduce -22.3% | 88,499 | $3.0M |
| Cordgrass Capital Advisors, LLC | 0.70% | Add +4.2% | 88,330 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +13.3% | 88,134 | $3.0M |
| Fischer Investment Strategies, LLC | 1.74% | Reduce -6.5% | 88,056 | $3.0M |
| Johnson Wealth Management, LLC | 1.43% | Reduce -2.3% | 87,492 | $3.0M |
| Waterfront Wealth Inc. | 0.54% | Reduce -6.6% | 86,437 | $2.9M |
| 180 Wealth Advisors, LLC | 0.33% | Add +1.0% | 85,573 | $2.9M |
| Evanson Asset Management, LLC | 0.15% | Reduce -7.0% | 85,263 | $2.9M |
| First Financial Group Corp | 2.35% | Add +7.3% | 85,083 | $2.9M |
| FMB Wealth Management | 1.19% | Reduce -46.9% | 85,045 | $2.9M |
| Lodestone Wealth Management LLC | 1.13% | Add +0.1% | 84,129 | $2.8M |
| CGN Advisors LLC | 0.22% | Reduce -1.6% | 83,886 | $2.8M |
| Elyxium Wealth, LLC | 0.91% | Add +56.0% | 83,386 | $2.8M |
| Commerce Bank | 0.01% | New | 82,012 | $2.8M |
| Quad-Cities Investment Group, LLC | 1.10% | Add +4.9% | 81,173 | $2.7M |
| Hilltop Holdings Inc. | 0.25% | New | 80,800 | $2.7M |
| RFG Advisory, LLC | 0.05% | Reduce -5.7% | 80,648 | $2.7M |
| Aviance Capital Partners, LLC | 0.32% | Add +9.9% | 79,662 | $2.7M |
| AQR Capital Management | 0.00% | Add +21.0% | 79,480 | $2.7M |
| Versant Capital Management, Inc | 0.26% | Add +0.1% | 78,262 | $2.6M |
| Lido Advisors, LLC | 0.01% | New | 77,311 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 0.70% | Add +0.3% | 75,421 | $2.6M |
| 55 North Private Wealth, LLC | 0.64% | Reduce -1.8% | 74,382 | $2.5M |
| Morris Financial Concepts, Inc. | 0.85% | Add +28.2% | 73,560 | $2.5M |
| Clarity Capital Advisors, LLC | 1.14% | Add +1.4% | 72,384 | $2.5M |
| First PREMIER Bank | 0.56% | Add +102.2% | 71,501 | $2.4M |
| Cannon Financial Strategists, Inc. | 0.32% | Add +7.2% | 71,027 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +3.3% | 70,980 | $2.4M |
| Washington Trust Advisors, Inc. | 0.19% | Add +1.8% | 70,656 | $2.4M |
| Dopkins Wealth Management, LLC | 0.95% | Reduce -1.2% | 69,561 | $2.4M |
| Heritage Wealth Management, Inc. | 1.31% | Add +0.2% | 69,336 | $2.3M |
| Cardiff Park Advisors, LLC | 0.18% | Reduce -5.2% | 67,749 | $2.3M |
| Beckerman Institutional, LLC | 1.22% | Add +4.3% | 67,567 | $2.3M |
| Heritage Investment Group, Inc. | 0.34% | No change | 67,304 | $2.3M |
| Live Oak Private Wealth LLC | 0.32% | Add +25.6% | 67,291 | $2.3M |
| Lauer Wealth, LLC | 1.82% | Reduce -5.3% | 63,111 | $2.3M |
| Oak Wealth Advisors LLC | 1.22% | No change | 65,579 | $2.2M |
| Sollinda Capital Management LLC | 0.54% | Add +5.0% | 65,314 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.31% | Reduce -3.7% | 65,301 | $2.2M |
| Zhang Financial LLC | 0.08% | Add +0.1% | 64,978 | $2.2M |
| AdvisorNet Financial, Inc | 0.11% | Add +1.8% | 64,880 | $2.2M |
| Yoder Wealth Management, Inc. | 0.99% | No change | 64,258 | $2.2M |
| E6 Portfolios, LLC | 2.26% | Add +4.1% | 64,091 | $2.2M |
| Mutual Advisors, LLC | 0.05% | Add +9.5% | 63,914 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +68.1% | 63,759 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +405.9% | 63,574 | $2.2M |
| DBK Financial Counsel, LLC | 1.63% | Add +48.0% | 63,434 | $2.1M |
| Broadhurst Jeffrey B | 2.20% | Reduce -1.8% | 63,400 | $2.1M |
| Evolve Private Wealth, LLC | 0.11% | No change | 63,200 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.69% | Add +2.8% | 62,424 | $2.1M |
| FinDec Wealth Services, Inc. | 2.56% | Reduce -13.2% | 61,833 | $2.1M |
| Morgan Stanley | 0.00% | Add +8.2% | 61,316 | $2.1M |
| Sentinel Wealth Management, Inc. | 1.66% | Reduce -0.2% | 61,298 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.8% | 60,864 | $2.1M |
| Tandem Financial, LLC | 0.70% | New | 60,853 | $2.1M |
| Stratos Investment Management, LLC | 0.08% | Reduce -5.8% | 60,762 | $2.1M |
| Summit Wealth Group LLC / Co. | 0.21% | Reduce -3.2% | 60,082 | $2.0M |
| Investmark Advisory Group LLC | 0.87% | Reduce -3.2% | 59,860 | $2.0M |
| Porter White Investment Advisors, Inc. | 0.80% | Reduce -0.0% | 59,227 | $2.0M |
| Gradient Capital Advisors, LLC | 0.52% | Reduce -5.6% | 58,748 | $2.0M |
| Forteris Wealth Management Inc. | 1.87% | Add +2.7% | 57,643 | $2.0M |
| PW Advisors, LLC \ FL | 1.45% | Reduce -36.4% | 57,096 | $1.9M |
| Bullock Wealth Management Group | 0.96% | Add +0.7% | 56,182 | $1.9M |
| Cordant, Inc. | 0.78% | Reduce -0.8% | 56,509 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +99.3% | 56,452 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +26.1% | 56,290 | $1.9M |
| 1900 Wealth Management LLC | 0.12% | Reduce -0.5% | 56,140 | $1.9M |
| M Wealth Management, LLC | 1.57% | Add +0.8% | 54,936 | $1.9M |
| SwitchPoint Financial Planning, LLC | 1.26% | No change | 54,761 | $1.9M |
| Madrid Wealth Management, LLC | 1.39% | Add +20.7% | 54,225 | $1.8M |
| Oder Investment Management, LLC | 1.40% | Add +1.2% | 53,912 | $1.8M |
| Helium Advisors LLC | 1.74% | Add +178.0% | 53,598 | $1.8M |
| Meritas Wealth Management, LLC | 0.82% | Reduce -0.6% | 53,345 | $1.8M |
| Approach Retirement Advisors, LLC | 1.49% | Add +17.7% | 53,059 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +534.7% | 52,521 | $1.8M |
| Ponta Wealth Partners, LLC | 1.41% | New | 51,879 | $1.8M |
| Syverson Strege & Co | 0.42% | Reduce -12.3% | 51,682 | $1.7M |
| IFP Advisors, Inc | 0.04% | Reduce -0.2% | 51,670 | $1.7M |
| HFG Wealth Management, LLC | 0.96% | Reduce -0.5% | 51,595 | $1.7M |
| Waddell & Associates, LLC | 0.10% | Reduce -0.8% | 51,358 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.24% | Add +5.5% | 51,113 | $1.7M |
| Cedar Point Capital Partners, LLC | 1.12% | New | 50,726 | $1.7M |
| JDH Wealth Management, LLC | 1.15% | No change | 50,163 | $1.7M |
| Compound Planning, Inc. | 0.05% | Add +157.4% | 49,024 | $1.7M |
| Valued Wealth Advisors LLC | 0.67% | Reduce -32.0% | 48,966 | $1.7M |
| Three Arch Wealth Management LLC | 0.30% | Reduce -7.8% | 48,508 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +382.0% | 48,340 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.38% | Reduce -0.2% | 47,721 | $1.6M |
| Krilogy Financial LLC | 0.05% | No change | 42,730 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +3.9% | 41,185 | $1.6M |
| Donalies Financial Planning, LLC | 1.32% | Reduce -1.6% | 45,745 | $1.5M |
| Pacific Asset Management, LLC | 0.84% | Add +1.2% | 44,439 | $1.5M |
| Renaissance Technologies | 0.00% | New | 43,100 | $1.5M |
| Arcadia Wealth Management, LLC | 0.53% | Reduce -4.0% | 43,043 | $1.5M |
| Gemmer Asset Management LLC | 0.12% | Reduce -0.9% | 42,970 | $1.5M |
| American Investment Services, Inc. | 0.32% | Add +2.5% | 42,805 | $1.4M |
| Sei Investments Co. | 0.00% | Add +19.0% | 42,676 | $1.4M |
| Vantage Point Financial LLC | 0.51% | Reduce -2.6% | 42,534 | $1.4M |
| Trailhead Planners LLC | 1.37% | Add +2.5% | 42,075 | $1.4M |
| Alkeme Wealth, LLC | 0.57% | Add +25.9% | 41,431 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -10.1% | 39,746 | $1.3M |
| Baker Tilly Wealth Management, LLC | 0.32% | Add +12.9% | 39,168 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.29% | Add +148.6% | 38,968 | $1.3M |
| Cambridge Financial Group, LLC | 0.44% | Reduce -13.9% | 38,510 | $1.3M |
| L & S Advisors Inc | 0.16% | Reduce -0.6% | 38,324 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -2.3% | 38,182 | $1.3M |
| Kane Co Wealth Management, Inc. | 1.06% | Add +1.3% | 37,244 | $1.3M |
| Cypress Point Wealth Management, LLC | 0.27% | Add +0.0% | 36,790 | $1.2M |
| Ascentis Independent Advisors | 0.09% | Add +11.7% | 36,494 | $1.2M |
| APS Management Group, Inc. | 1.05% | Reduce -6.7% | 36,107 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.74% | Reduce -2.8% | 35,656 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.44% | Add +4.0% | 35,077 | $1.2M |
| Owl Creek Wealth Partners LLC | 0.42% | — | 34,966 | $1.2M |
| Wealth Advisors Northwest LLC | 0.48% | Reduce -8.3% | 34,119 | $1.2M |
| Everest Financial Group LLC | 0.19% | New | 34,028 | $1.2M |
| Shearwater Capital LLC | 0.60% | Add +0.0% | 33,961 | $1.1M |
| Montis Financial, LLC | 0.24% | Add +0.1% | 33,712 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +37.3% | 33,407 | $1.1M |
| Invst, LLC | 0.13% | Add +1.9% | 33,131 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.52% | Add +0.2% | 32,941 | $1.1M |
| Burney Co./ | 0.03% | Add +7.2% | 32,710 | $1.1M |
| SpringVest Wealth Management LLC | 0.73% | Add +9.1% | 31,641 | $1.1M |
| Lam Group, Inc. | 0.59% | Reduce -0.0% | 31,490 | $1.1M |
| Flagstone Financial Management | 0.26% | Reduce -0.8% | 31,426 | $1.1M |
| Parcion Private Wealth LLC | 0.07% | Reduce -4.4% | 31,314 | $1.1M |
| Northern Trust Corp. | 0.00% | No change | 30,664 | $1.0M |
| Lauterbach Financial Advisors, LLC | 0.51% | Reduce -3.1% | 30,646 | $1.0M |
| Greenspring Advisors, LLC | 0.06% | Reduce -3.9% | 30,178 | $1.0M |
| ARK & TLK Investments, LLC | 0.27% | Reduce -4.5% | 29,711 | $1.0M |
| Lynx Investment Advisory | 0.47% | Add +75.8% | 29,261 | $991K |
| John A. Wolfe & Associates, Inc. | 1.50% | New | 28,820 | $976K |
| Fifth Third Bancorp | 0.00% | New | 28,711 | $972K |
| Highland Financial Advisors, LLC | 0.26% | Add +10.2% | 28,557 | $967K |
| Truist Financial Corp. | 0.00% | Add +5.9% | 28,157 | $953K |
| Fiduciary Financial Advisors | 0.85% | — | 28,048 | $950K |
| Strathmore Capital Advisors, Inc. | 0.27% | Add +89.6% | 24,984 | $946K |
| Ellis Investment Partners, LLC | 0.16% | Add +6.2% | 27,729 | $939K |
| RCS Financial Planning, LLC | 0.48% | Reduce -2.1% | 27,607 | $935K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | New | 27,407 | $928K |
| Vestment Financial LLC | 0.44% | Reduce -5.6% | 24,564 | $924K |
| CarsonAllaria Wealth Management, Ltd. | 0.46% | Add +0.0% | 27,241 | $922K |
| Garrison Point Advisors, LLC | 0.41% | Add +35.8% | 26,782 | $907K |
| Foster & Motley Inc. | 0.05% | Reduce -5.3% | 26,717 | $905K |
| Abacus Planning Group, Inc. | 0.12% | Add +40.9% | 26,665 | $903K |
| Compass Ion Advisors, LLC | 0.09% | Add +7.4% | 26,501 | $897K |
| Magnolia Private Wealth, LLC | 0.59% | No change | 26,236 | $888K |
| Arnold Financial Planning LLC | 0.80% | Reduce -4.3% | 25,356 | $859K |
| AlphaCore Capital LLC | 0.02% | No change | 25,272 | $856K |
| Private Trust Co. NA | 0.07% | No change | 24,793 | $839K |
| Larry Mathis Financial Planning, LLC | 0.74% | Add +129.7% | 24,279 | $822K |
| rebel Financial LLC | 0.35% | Reduce -6.5% | 24,053 | $814K |
| Aire Advisors, LLC | 0.15% | Reduce -0.9% | 23,517 | $796K |
| Optima Capital LLC | 0.37% | Add +12.2% | 23,513 | $796K |
| Naples Global Advisors, LLC | 0.06% | No change | 23,485 | $795K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | Add +43.9% | 23,274 | $788K |
| Choreo, LLC | 0.01% | Add +6.1% | 23,192 | $785K |
| Summit Financial, LLC | 0.01% | Add +37.6% | 23,088 | $782K |
| Tranquility Partners, LLC | 0.29% | Add +3.3% | 22,949 | $782K |
| Cloud Capital Management, LLC | 0.34% | Add +1.5% | 23,078 | $781K |
| Morton Capital Management LLC | 0.11% | Reduce -7.7% | 22,251 | $753K |
| Parallel Advisors, LLC | 0.01% | Reduce -9.9% | 22,207 | $752K |
| Eaton-Cambridge Inc. | 0.23% | No change | 22,163 | $750K |
| Wells Fargo & Company | 0.00% | Add +41.1% | 21,748 | $736K |
| Midwest Trust Co | 0.01% | No change | 21,470 | $727K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -5.1% | 21,460 | $727K |
| Brown Advisory Inc. | 0.00% | Add +8.3% | 21,427 | $726K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.7% | 21,125 | $715K |
| D.A. Davidson & Co. | 0.00% | Add +13.8% | 21,124 | $715K |
| Level Wealth Management LLC | 0.33% | Reduce -7.1% | 20,943 | $709K |
| Principal Securities, Inc. | 0.01% | Reduce -7.2% | 20,883 | $707K |
| International Private Wealth Advisors LLC | 0.42% | Add +18.5% | 20,406 | $691K |
| Indivisible Partners | 0.06% | Add +65.6% | 20,271 | $686K |
| J. R. Prunier Capital Management LLC | 0.29% | New | 20,115 | $681K |
| Cascade Wealth Advisors, Inc | 0.30% | Add +0.0% | 16,852 | $678K |
| Altiora Financial Group, LLC | 0.11% | Add +22.1% | 19,960 | $676K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.4% | 19,958 | $676K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.1% | 19,854 | $672K |
| 3 Factor Indexing, LLC | 0.63% | — | 19,690 | $667K |
| Okabena Investment Services Inc. | 0.13% | No change | 19,259 | $652K |
| Asset Dedication, LLC | 0.05% | Add +171.9% | 19,241 | $651K |
| Fort Vancouver Investment Management, LLC | 0.33% | No change | 19,028 | $644K |
| Balanced Rock Investment Advisors LLC | 0.45% | Add +2.3% | 19,006 | $644K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.5% | 18,973 | $642K |
| Friday Financial | 0.22% | Add +18.7% | 18,946 | $642K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.49% | Reduce -5.6% | 18,941 | $641K |
| G2 Capital Management, LLC / Oh | 0.15% | Add +34.3% | 18,681 | $633K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.3% | 18,569 | $629K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +1.4% | 18,436 | $624K |
| CLG LLC | 0.15% | Reduce -3.6% | 18,363 | $622K |
| NewEdge Advisors, LLC | 0.00% | Add +6.7% | 18,294 | $619K |
| Walter & Keenan Wealth Management LLC /in/ | 0.17% | Add +13.1% | 18,184 | $616K |
| Conservest Capital Advisors, Inc. | 0.06% | Add +131.3% | 18,143 | $614K |
| Quarry Hill Advisors, LLC | 0.25% | No change | 16,183 | $613K |
| Infinity Wealth Counsel, LLC | 0.56% | Add +6.2% | 18,076 | $612K |
| Eastover Investment Advisors LLC | 0.25% | No change | 17,570 | $595K |
| Partners in Financial Planning | 0.10% | Add +18.9% | 17,544 | $594K |
| GWN Securities Inc. | 0.11% | Reduce -1.7% | 17,532 | $594K |
| HMV Wealth Advisors, LLC | 0.28% | Add +9.2% | 17,432 | $590K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.7% | 17,297 | $586K |
| Strategic Investment Solutions, Inc. | 0.14% | Add +12.5% | 17,282 | $585K |
| CSP Financial Group, LLC | 0.60% | — | 17,222 | $583K |
| One Capital Management, LLC | 0.02% | Reduce -16.4% | 16,832 | $570K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.07% | No change | 16,815 | $569K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -0.9% | 16,805 | $569K |
| Merit Financial Group, LLC | 0.00% | Add +29.9% | 16,465 | $558K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -96.7% | 16,438 | $557K |
| Longview Financial Advisors LLC | 0.30% | No change | 16,311 | $552K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16,200 | $547K |
| SJS Investment Consulting Inc. | 0.07% | Add +0.0% | 16,013 | $542K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.5% | 15,745 | $533K |
| Rather & Kittrell, Inc. | 0.08% | Reduce -6.0% | 15,717 | $532K |
| Selective Wealth Management, Inc. | 0.15% | New | 13,949 | $521K |
| tru Independence LLC | 0.26% | Reduce -13.1% | 15,348 | $520K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +30.7% | 15,326 | $519K |
| M Holdings Securities, Inc. | 0.04% | No change | 15,236 | $518K |
| Woodside Wealth Management LLC | 0.40% | Add +63.6% | 15,280 | $517K |
| USAdvisors Wealth Management, LLC | 0.17% | Reduce -1.1% | 15,729 | $514K |
| Tanager Wealth Management LLP | 0.05% | Reduce -6.3% | 15,007 | $508K |
| Abel Hall, LLC | 0.11% | No change | 14,995 | $508K |
| Argent Trust Co | 0.02% | Add +37.4% | 14,978 | $507K |
| Quent Capital, LLC | 0.04% | Add +11.4% | 14,860 | $503K |
| Signature Resources Capital Management, LLC | 0.23% | Reduce -10.3% | 14,557 | $493K |
| Athena Wealth Management, LLC | 0.40% | Reduce -8.5% | 14,391 | $487K |
| Ballast Rock Private Wealth LLC | 0.27% | Reduce -4.5% | 14,297 | $484K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +18.7% | 14,267 | $483K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.4% | 14,210 | $481K |
| Aerodigm Wealth, LLC | 0.18% | No change | 14,181 | $480K |
| GDS Wealth Management | 0.03% | New | 14,174 | $480K |
| Harbor Investment Advisory, LLC | 0.04% | Add +972.3% | 13,725 | $465K |
| L.K. Benson & Company, P.C. | 0.15% | Add +0.1% | 13,487 | $457K |
| Fielder Capital Group LLC | 0.10% | No change | 13,387 | $453K |
| SeaCrest Wealth Management, LLC | 0.05% | New | 13,225 | $448K |
| PNC Financial Services Group, Inc. | 0.00% | Add +94.6% | 13,083 | $443K |
| Susquehanna International Group, LLP | 0.00% | New | 13,066 | $442K |
| Prosperity Planning, Inc. | 0.16% | Reduce -6.8% | 12,996 | $440K |
| Samalin Investment Counsel, LLC | 0.15% | Add +1.6% | 12,830 | $434K |
| Ruedi Wealth Management, Inc. | 0.11% | Reduce -11.7% | 12,749 | $432K |
| XY Planning Network, Inc. | 0.07% | Add +11.2% | 12,355 | $422K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 12,408 | $420K |
| Passive Capital Management, LLC. | 0.13% | Add +40.5% | 12,398 | $420K |
| Lanark Financial, Inc. | 0.03% | New | 12,138 | $411K |
| Montag A & Associates Inc. | 0.02% | Add +7.0% | 12,025 | $407K |
| Frankly Finances, LLC | 0.37% | No change | 11,983 | $406K |
| Sincerus Advisory, LLC | 0.31% | Add +1.9% | 11,963 | $405K |
| Canopy Partners, LLC | 0.14% | Add +0.0% | 11,899 | $403K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Add +25.8% | 11,769 | $401K |
| Foundation Wealth Management, LLC\PA | 0.14% | Add +0.1% | 11,768 | $398K |
| Wedmont Private Capital | 0.01% | No change | 11,075 | $398K |
| Pinnacle Family Advisors, LLC | 0.19% | Reduce -0.3% | 11,657 | $395K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.4% | 11,342 | $384K |
| IFG Advisors, LLC | 0.06% | Reduce -4.3% | 11,289 | $382K |
| Websterrogers Financial Advisors, LLC | 0.11% | No change | 11,198 | $379K |
| Wealthspan Partners, LLC | 0.13% | Add +12.9% | 11,184 | $379K |
| Park Edge Advisors, LLC | 0.09% | Add +34.0% | 11,079 | $375K |
| Presidio Capital Management, LLC | 0.11% | Add +30.3% | 11,032 | $374K |
| Harbour Investments, Inc. | 0.01% | Add +8551.6% | 10,901 | $369K |
| Financial Harvest, LLC | 0.21% | Reduce -0.8% | 10,641 | $360K |
| Poinciana Advisors Group, LLC | 0.28% | No change | 10,425 | $353K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 10,294 | $349K |
| Peirce Capital Management, LLC | 0.13% | No change | 10,185 | $345K |
| Apollon Financial, LLC | 0.05% | Add +2.6% | 10,115 | $342K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -5.8% | 10,024 | $339K |
| Elevate Wealth Advisory, Inc. | 0.21% | No change | 9,950 | $337K |
| Concord Wealth Partners | 0.04% | Add +9.6% | 9,949 | $337K |
| Matisse Capital | 0.14% | No change | 9,687 | $328K |
| Vestia Personal Wealth Advisors | 0.15% | Add +0.2% | 9,664 | $327K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 9,659 | $327K |
| Brooklyn Investment Group | 0.01% | New | 9,375 | $317K |
| Pinney & Scofield, Inc. | 0.17% | Add +10.7% | 9,374 | $317K |
| Red Lighthouse Investment Management, LLC | 0.11% | No change | 9,373 | $317K |
| Integrity Investment Advisors, LLC | 0.17% | Reduce -1.1% | 9,365 | $317K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +4.9% | 9,283 | $314K |
| Cogent Private Wealth, Inc. | 0.23% | Reduce -4.3% | 9,270 | $314K |
| C M Bidwell & Associates Ltd. | 0.15% | No change | 9,222 | $312K |
| Stewardship Advisors, LLC | 0.07% | Reduce -1.6% | 9,187 | $311K |
| Altfest L J & Co. Inc. | 0.03% | Add +36.3% | 9,129 | $309K |
| Allstreet Capital Advisors LLC | 0.23% | Add +0.0% | 8,997 | $305K |
| Accurate Wealth Management, LLC | 0.04% | New | 8,403 | $303K |
| Caprock Group, LLC | 0.01% | No change | 8,861 | $300K |
| Vertex Planning Partners, LLC | 0.06% | Add +8.1% | 8,816 | $299K |
| Landmark Wealth Management, Inc. | 0.11% | Reduce -1.9% | 8,643 | $293K |
| Strategent Financial, LLC | 0.20% | No change | 8,486 | $287K |
| BlackRock, Inc. | 0.00% | New | 8,388 | $284K |
| Blume Capital Management, Inc. | 0.05% | No change | 8,354 | $283K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 8,305 | $281K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.3% | 8,198 | $278K |
| Seneschal Advisors, LLC | 0.20% | Reduce -2.6% | 8,034 | $272K |
| Pillar Financial Advisors, LLC | 0.16% | Reduce -3.2% | 7,955 | $269K |
| &partners | 0.00% | New | 8,565 | $264K |
| Scratch Capital LLC | 0.15% | Add +2.1% | 7,766 | $263K |
| Inspire Advisors, LLC | 0.02% | New | 7,749 | $262K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 7,700 | $261K |
| Riverchase Wealth Management, LLC | 0.13% | No change | 7,626 | $258K |
| Spire Wealth Management | 0.01% | No change | 7,614 | $258K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +0.0% | 7,580 | $257K |
| HM Payson & Co. | 0.00% | No change | 7,571 | $256K |
| VSM Wealth Advisory, LLC | 0.08% | No change | 7,488 | $254K |
| Lionshead Wealth Management, LLC | 0.19% | Reduce -11.6% | 7,434 | $252K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -0.1% | 7,294 | $247K |
| Facet Wealth, Inc. | 0.00% | New | 7,156 | $242K |
| Bright Futures Wealth Management, LLC. | 0.16% | Reduce -0.6% | 7,040 | $238K |
| Citrine Capital LLC | 0.10% | No change | 6,918 | $234K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -14.2% | 6,906 | $234K |
| Bragg Financial Advisors, Inc | 0.01% | New | 6,670 | $226K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -57.8% | 6,869 | $225K |
| Greenline Wealth Management LLC | 0.26% | Reduce -34.2% | 6,619 | $224K |
| Hancock Whitney Corp. | 0.00% | Reduce -23.1% | 5,854 | $223K |
| Silver Oak Advisory Group, Inc. | 0.10% | Add +3.9% | 6,566 | $222K |
| Dana Investment Advisors, Inc. | 0.01% | New | 6,458 | $219K |
| Nwam LLC | 0.01% | New | 6,420 | $217K |
| Semitam Bonam LLC | 0.18% | No change | 6,339 | $215K |
| Mayport, LLC | 0.04% | New | 6,334 | $214K |
| Crescent Grove Advisors, LLC | 0.02% | New | 6,201 | $210K |
| Novak & Powell Financial Services, Inc. | 0.11% | New | 6,192 | $210K |
| Stage Harbor Financial, LLC | 0.14% | New | 6,170 | $209K |
| Marshall Financial Group, LLC | 0.03% | New | 6,125 | $207K |
| Signet Financial Management, LLC | 0.02% | Reduce -6.4% | 5,937 | $201K |
| Second Half Financial Partners, LLC | 0.09% | New | 5,918 | $200K |
| Professional Financial Solutions LLC | 0.18% | New | 5,910 | $200K |
| Rossby Financial, LCC | 0.04% | Add +483.2% | 5,342 | $182K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -6.7% | 5,251 | $178K |
| Protective Life Corp. | 0.56% | New | 4,976 | $168K |
| Hurley Capital, LLC | 0.08% | Reduce -4.4% | 4,632 | $157K |
| Rialto Wealth Management, LLC | 0.03% | Add +0.3% | 4,283 | $145K |
| Orion Capital Management LLC | 0.05% | No change | 4,140 | $140K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 4,026 | $136K |
| North Star Investment Management Corp. | 0.01% | No change | 3,528 | $119K |
| US Bancorp \de | 0.00% | Add +17.4% | 3,334 | $113K |
| Jones Financial Companies LLLP | 0.00% | Add +76.4% | 3,043 | $100K |
| IFG Advisory, LLC | 0.26% | Reduce -81.5% | 2,635 | $89K |
| Assetmark, Inc. | 0.00% | Add +79.3% | 2,549 | $86K |
| National Bank of Canada | 0.00% | New | 2,242 | $76K |
| Vanguard Advisers Inc. | 0.00% | — | 2,081 | $70K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,046 | $69K |
| KM Capital Management Ltd. | 0.04% | New | 1,447 | $58K |
| Glassman Wealth Services | 0.01% | No change | 1,690 | $57K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 1,669 | $57K |
| Grand Wealth Management, LLC | 0.03% | No change | 1,590 | $54K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,535 | $52K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +206.2% | 1,485 | $50K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 1,412 | $48K |
| Ancora Advisors LLC | 0.00% | No change | 1,226 | $42K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 1,201 | $41K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,054 | $36K |
| LRI Investments, LLC | 0.00% | Add +11.4% | 1,036 | $35K |
| Banco de Sabadell, S.A | 0.02% | No change | 1,058 | $35K |
| Horizon Financial Services, LLC | 0.01% | New | 993 | $34K |
| Gilpin Wealth Management, LLC | 0.02% | Add +28.6% | 900 | $30K |
| UMB Bank, n.a. | 0.00% | No change | 885 | $30K |
| SHP Wealth Management | 0.00% | Add +23.9% | 860 | $29K |
| IMG Wealth Management, Inc. | 0.02% | No change | 855 | $29K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 847 | $29K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.1% | 813 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 810 | $27K |
| Anfield Capital Management, LLC | 0.01% | No change | 739 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.1% | 712 | $24K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 623 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 577 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Add +228.0% | 574 | $19K |
| Hantz Financial Services, Inc. | 0.00% | No change | 571 | $19K |
| Howe & Rusling Inc. | 0.00% | Reduce -14.7% | 558 | $19K |
| Redwood Park Advisors LLC | 0.01% | Add +0.2% | 541 | $18K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.2% | 535 | $18K |
| Motco | 0.00% | Reduce -82.4% | 534 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 521 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 488 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 421 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 413 | $14K |
| Johnson Financial Group, Inc. | 0.00% | No change | 408 | $14K |
| RHL Group, LLC | 0.01% | Add +100.5% | 405 | $14K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -15.5% | 399 | $14K |
| Topsail Wealth Management, LLC | 0.00% | New | 397 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 385 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $12K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 340 | $12K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 339 | $11K |
| PlanVest Financial, Inc | 0.01% | — | 298 | $10K |
| Team Financial Group, LLC | 0.00% | No change | 276 | $9K |
| Triumph Capital Management | 0.00% | Reduce -38.0% | 224 | $8K |
| Synergy Investment Management, LLC | 0.00% | New | 210 | $7K |
| Bayban | 0.01% | No change | 209 | $7K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 150 | $6K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 150 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 150 | $5K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 149 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -0.7% | 148 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 146 | $5K |
| Centennial Bank | 0.00% | No change | 133 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 131 | $4K |
| West Branch Capital LLC | 0.00% | No change | 125 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 96 | $3K |
| PFS Partners, LLC | 0.00% | No change | 74 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 62 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | Reduce -4.3% | 22 | $749 |
| Golden State Wealth Management, LLC | 0.00% | No change | 12 | $406 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -99.3% | 12 | $406 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 7 | $237 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $203 |
| Coston, McIsaac & Partners | 0.00% | New | 15 | $0 |
"% of holder's portfolio" is DFAE's weight in each manager's 13F, not the share of Dimensional Emerging Core Eq the manager owns.