Dimensional US Small Cap ETFDFASETF
13F holders, Q1 2024 (March 31)607holders
2famous investors
$61.70avg. 13F price*
At the end of Q1 2024, 607 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings. The largest holders were Creative Planning ($668.7M), Index Fund Advisors, Inc. ($423.6M) and Northern Trust Corp. ($383.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $110.6M |
| Exits | 18 | $18.6M |
Ownership 607 holders
| Creative Planning | 0.74% | Add +0.2% | 10,725,965 | $668.7M |
| Index Fund Advisors, Inc. | 23.39% | Reduce -0.4% | 6,795,372 | $423.6M |
| Northern Trust Corp. | 0.07% | Add +2.2% | 6,147,418 | $383.2M |
| Bank of America Corp. | 0.03% | Add +6.4% | 4,246,840 | $264.7M |
| Buckingham Strategic Wealth, LLC | 1.79% | Add +4.3% | 2,726,444 | $170.0M |
| Alaska Permanent Fund Corp | 2.48% | Add +14.0% | 2,703,619 | $168.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.5% | 2,384,497 | $148.6M |
| TCI Wealth Advisors, Inc. | 13.26% | Add +2.5% | 2,157,950 | $134.5M |
| Financial Counselors Inc. | 1.57% | Add +2.8% | 1,492,598 | $93.0M |
| Plancorp, LLC | 4.00% | Reduce -2.0% | 1,479,299 | $92.2M |
| Mercer Global Advisors Inc. | 0.24% | Reduce -0.5% | 1,358,868 | $84.7M |
| Pure Financial Advisors, LLC | 2.28% | Add +13.6% | 1,167,181 | $72.8M |
| HighTower Advisors, LLC | 0.11% | Add +425.6% | 1,110,295 | $69.2M |
| Beaird Harris Wealth Management, LLC | 6.14% | Add +2.7% | 1,010,248 | $63.0M |
| Sageworth Trust Co | 3.96% | Add +1.7% | 983,906 | $61.3M |
| Savant Capital, LLC | 0.70% | Reduce -28.7% | 973,028 | $60.7M |
| ARK & TLK Investments, LLC | 23.51% | Reduce -4.7% | 1,872,511 | $60.2M |
| MassMutual Private Wealth & Trust, FSB | 1.87% | Add +1.6% | 964,667 | $60.1M |
| Evanson Asset Management, LLC | 4.25% | Add +2.6% | 915,697 | $57.1M |
| First Command Advisory Services, Inc. | 0.59% | Add +7.1% | 904,011 | $56.4M |
| Moisand Fitzgerald Tamayo, LLC | 8.01% | Add +2.6% | 840,043 | $52.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +2.5% | 758,723 | $47.3M |
| DiNuzzo Private Wealth, Inc. | 6.09% | Add +0.1% | 723,780 | $45.1M |
| ML & R Wealth Management LLC | 10.08% | Reduce -6.4% | 703,655 | $43.9M |
| Adero Partners, LLC | 3.26% | Add +5.0% | 690,303 | $43.0M |
| Stordahl Capital Management, Inc. | 10.41% | Add +3.1% | 666,496 | $41.5M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.2% | 647,697 | $40.4M |
| Confluence Wealth Services, Inc. | 3.53% | Add +15.8% | 640,733 | $39.9M |
| Corient Private Wealth LP | 0.07% | Reduce -1.5% | 639,277 | $39.9M |
| Bank of Montreal | 0.01% | Add +11.8% | 634,819 | $39.6M |
| Focus Partners Advisor Solutions, LLC | 1.08% | Add +90.2% | 601,426 | $37.5M |
| Dixon Fnancial Services, Inc. | 20.38% | Reduce -0.8% | 590,435 | $36.8M |
| Brown Advisory Inc. | 0.05% | Add +21.6% | 584,555 | $36.4M |
| Great Waters Wealth Management | 5.90% | Add +9.5% | 579,926 | $36.2M |
| LPL Financial LLC | 0.02% | Add +13.4% | 572,872 | $35.7M |
| UBS Group AG | 0.01% | Add +18.8% | 567,666 | $35.4M |
| Royal Bank of Canada | 0.01% | Add +65.1% | 538,126 | $33.5M |
| Comerica Bank | 0.14% | Reduce -0.8% | 525,272 | $32.7M |
| Foster Group, Inc. | 1.62% | Reduce -1.4% | 523,094 | $32.6M |
| Austin Asset Management Co Inc | 6.66% | Add +2.0% | 486,126 | $30.3M |
| Heritage Investment Group, Inc. | 4.09% | Reduce -1.4% | 483,247 | $30.1M |
| Sax Wealth Advisors, LLC | 3.46% | Add +61.1% | 474,708 | $29.6M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +1.1% | 466,698 | $29.1M |
| Truist Financial Corp. | 0.04% | Add +33.1% | 451,237 | $28.1M |
| Choreo, LLC | 0.72% | Reduce -3.9% | 447,774 | $27.9M |
| Chicago Partners Investment Group LLC | 1.17% | Add +13.2% | 462,778 | $27.5M |
| Bouchey Financial Group, Ltd. | 2.67% | Add +4.1% | 434,646 | $27.1M |
| Kwmg, LLC | 2.86% | Add +2.3% | 419,825 | $26.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.59% | Reduce -3.1% | 374,928 | $23.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +22.7% | 367,269 | $22.9M |
| Modera Wealth Management, LLC | 0.35% | Reduce -0.6% | 363,472 | $22.7M |
| First National Trust Co | 0.92% | Reduce -2.7% | 363,160 | $22.6M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.8% | 359,936 | $22.4M |
| Market Street Wealth Management Advisors LLC | 3.72% | Add +3.2% | 340,000 | $21.2M |
| Pathstone Holdings, LLC | 0.10% | Add +6.6% | 326,833 | $20.4M |
| Tanager Wealth Management LLP | 3.26% | Add +7.3% | 324,291 | $20.2M |
| Tillman Hartley LLC | 6.80% | Reduce -1.5% | 316,979 | $19.8M |
| Planning Center, Inc. | 4.23% | Reduce -0.4% | 311,796 | $19.4M |
| Heritage Wealth Management, Inc./Texas | 12.52% | Add +2.9% | 309,243 | $19.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.58% | Add +0.1% | 300,224 | $18.7M |
| Disciplined Equity Management, Inc. | 12.12% | Add +2.2% | 292,761 | $18.3M |
| Builder Investment Group Inc. | 5.23% | Add +2.3% | 288,084 | $18.0M |
| NewEdge Advisors, LLC | 0.16% | Add +76.3% | 285,237 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -12.2% | 285,044 | $17.8M |
| McLean Asset Management Corp | 6.00% | Reduce -1.7% | 286,096 | $17.5M |
| Jackson Thornton Wealth Management, LLC | 2.97% | Reduce -1.7% | 280,991 | $17.5M |
| Mariner, LLC | 0.04% | Add +23.8% | 278,530 | $17.4M |
| Arax Advisory Partners | 1.81% | Add +0.4% | 274,799 | $17.1M |
| Cerity Partners LLC | 0.04% | Add +41.9% | 270,551 | $16.9M |
| New Hampshire Trust | 3.94% | Add +2.6% | 270,533 | $16.9M |
| Captrust Financial Advisors | 0.06% | Add +236.9% | 265,696 | $16.6M |
| EnRich Financial Partners LLC | 6.16% | Reduce -0.8% | 263,610 | $16.4M |
| Tilson Financial Group, Inc. | 8.62% | Add +15.7% | 257,433 | $16.0M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -0.6% | 251,411 | $15.7M |
| Hurlow Wealth Management Group, Inc. | 5.23% | Add +3.5% | 237,747 | $14.8M |
| Empowered Funds, LLC | 0.26% | New | 230,709 | $14.4M |
| AdvisorNet Financial, Inc | 1.38% | Reduce -9.4% | 230,301 | $14.4M |
| Larson Financial Group LLC | 1.11% | Reduce -6.7% | 230,127 | $14.3M |
| Lutz Financial Services LLC | 1.25% | Add +0.2% | 228,718 | $14.3M |
| DecisionPoint Financial, LLC | 5.59% | Add +12.3% | 236,919 | $14.1M |
| Forum Private Client Group LLC | 6.65% | Add +11.2% | 220,431 | $13.7M |
| Mission Wealth Management, LP | 0.35% | Add +7.1% | 209,052 | $13.0M |
| FMFE Wealth Management, LLC | 11.69% | Reduce -0.1% | 204,401 | $12.7M |
| EP Wealth Advisors, LLC | 0.15% | Reduce -2.2% | 203,012 | $12.7M |
| Advisory Services & Investments, LLC | 8.57% | Add +2.0% | 199,397 | $12.4M |
| Financial Synergies Wealth Advisors, Inc. | 1.59% | Add +2037.8% | 194,432 | $12.1M |
| Cwm, LLC | 0.06% | Add +12.4% | 192,196 | $12.0M |
| Systelligence, LLC | 3.13% | Reduce -0.2% | 191,921 | $12.0M |
| One Capital Management, LLC | 0.43% | Add +205.2% | 188,525 | $11.8M |
| Armor Investment Advisors, LLC | 5.57% | Add +10.8% | 185,901 | $11.6M |
| CGN Advisors LLC | 1.47% | Reduce -23.1% | 185,815 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Add +6.9% | 185,298 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +121.1% | 184,885 | $11.5M |
| Williams Financial, LLC | 7.65% | New | 184,443 | $11.5M |
| Aire Advisors, LLC | 2.52% | Add +0.2% | 179,444 | $11.2M |
| West Financial Advisors, LLC | 2.39% | Add +0.5% | 178,924 | $11.2M |
| American Investment Services, Inc. | 1.97% | Reduce -0.9% | 178,243 | $11.1M |
| G2 Capital Management, LLC / Oh | 3.50% | Add +1.1% | 174,358 | $10.9M |
| McGlone Suttner Wealth Management, Inc. | 2.02% | Reduce -3.5% | 172,794 | $10.8M |
| Dynamic Advisor Solutions LLC | 0.36% | Add +5.6% | 170,144 | $10.6M |
| Stratos Investment Management, LLC | 1.03% | New | 169,915 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +23.7% | 167,572 | $10.4M |
| Phillips Financial Management, LLC | 0.83% | Add +22.9% | 162,140 | $10.1M |
| WorthPointe, LLC | 5.07% | Reduce -0.2% | 161,526 | $10.1M |
| Cardiff Park Advisors, LLC | 0.95% | Add +2.5% | 159,204 | $9.9M |
| Monograph Wealth Advisors, LLC | 1.44% | Reduce -4.6% | 157,812 | $9.8M |
| Morgan Stanley | 0.00% | Add +20.8% | 156,802 | $9.8M |
| Midwest Heritage Bank, FSB | 5.13% | Add +13.3% | 156,443 | $9.8M |
| Spinnaker Investment Group, LLC | 2.67% | Add +6.1% | 152,343 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +24.3% | 152,326 | $9.5M |
| Granite Harbor Advisors, Inc. | 6.38% | Add +2.6% | 150,161 | $9.4M |
| Earned Wealth Advisors, LLC | 3.46% | Reduce -0.8% | 145,253 | $9.1M |
| Divergent Planning, LLC | 3.82% | New | 146,643 | $9.1M |
| MAI Capital Management | 0.09% | New | 141,462 | $8.8M |
| 1900 Wealth Management LLC | 0.80% | Reduce -1.8% | 140,436 | $8.8M |
| Your Advocates Ltd., LLP | 3.69% | Reduce -7.9% | 140,211 | $8.7M |
| Gemmer Asset Management LLC | 1.00% | Reduce -2.4% | 138,616 | $8.6M |
| Bridgewater Advisors Inc. | 1.29% | Reduce -1.0% | 138,276 | $8.6M |
| Mendota Financial Group, LLC | 4.99% | Add +342.7% | 136,938 | $8.5M |
| Forum Financial Management, LP | 0.14% | Reduce -0.2% | 135,791 | $8.5M |
| Enzi Wealth | 3.91% | Reduce -0.6% | 142,960 | $8.3M |
| PBMares Wealth Management LLC | 2.17% | Add +3.1% | 133,524 | $8.3M |
| Spire Wealth Management | 0.15% | Add +1.4% | 132,515 | $8.3M |
| Annapolis Financial Services, LLC | 2.70% | Reduce -26.1% | 131,730 | $8.2M |
| TFO Wealth Partners, LLC | 1.59% | Reduce -1.9% | 131,205 | $8.2M |
| Cascade Wealth Advisors, Inc | 6.77% | — | 135,004 | $8.0M |
| Allworth Financial LP | 0.06% | Add +3.6% | 126,606 | $7.9M |
| Keb Asset Management, LLC | 2.68% | Reduce -1.1% | 125,711 | $7.8M |
| Towneley Capital Management, Inc / DE | 1.90% | Reduce -1.0% | 123,639 | $7.7M |
| Alpha Financial Advisors, LLC | 3.62% | Reduce -0.4% | 123,078 | $7.7M |
| Continuum Wealth Advisors, LLC | 4.32% | Add +18.1% | 122,500 | $7.6M |
| Sterling Wealth Management, Inc. | 3.74% | Add +5.0% | 120,668 | $7.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -26.6% | 120,543 | $7.5M |
| Cedar Point Capital Partners, LLC | 5.68% | Add +2.0% | 120,014 | $7.5M |
| Aspiriant, LLC | 0.31% | Reduce -2.1% | 119,264 | $7.4M |
| Wescott Financial Advisory Group, LLC | 0.91% | Add +12.8% | 116,998 | $7.3M |
| FLC Capital Advisors | 1.82% | Add +2.0% | 115,554 | $7.2M |
| Lam Group, Inc. | 5.61% | Add +1.9% | 110,382 | $6.9M |
| CarsonAllaria Wealth Management, Ltd. | 4.32% | Add +0.1% | 110,126 | $6.9M |
| Bordeaux Wealth Advisors LLC | 2.26% | Reduce -2.1% | 108,969 | $6.8M |
| Pinnacle Financial Group, LLC / IL | 2.98% | Add +10.0% | 108,668 | $6.8M |
| Acorn Creek Capital LLC | 4.27% | Add +4.8% | 108,595 | $6.8M |
| Claris Advisors, LLC / Mo / | 3.30% | Reduce -1.3% | 104,842 | $6.5M |
| Ballentine Capital Advisors, Inc | 3.59% | New | 105,740 | $6.5M |
| Ruedi Wealth Management, Inc. | 2.72% | Add +1.6% | 103,678 | $6.5M |
| Criterion Capital Advisors, LLC | 4.30% | Add +6.3% | 103,457 | $6.4M |
| Colorado Capital Management, Inc. | 3.65% | Reduce -1.2% | 101,155 | $6.3M |
| Trinity Financial Advisors LLC | 2.75% | Add +18.0% | 98,191 | $6.1M |
| Zhang Financial LLC | 0.45% | Add +1.0% | 98,190 | $6.1M |
| Ruggaard & Associates LLC | 2.90% | New | 97,873 | $6.1M |
| Hardy Reed LLC | 0.74% | Add +2.8% | 94,954 | $5.9M |
| Portfolio Strategies, Inc. | 0.40% | New | 94,954 | $5.9M |
| Rf&l Wealth Management, LLC | 4.54% | Reduce -5.4% | 94,640 | $5.9M |
| Andrews, Lucia Wealth Management LLC | 3.97% | Add +1.6% | 89,427 | $5.6M |
| GEM Asset Management, LLC | 3.63% | Add +8.4% | 93,986 | $5.4M |
| Envision Financial Planning, LLC | 4.34% | Add +7.4% | 85,970 | $5.4M |
| Hill Investment Group Partners, LLC | 0.76% | Reduce -0.8% | 85,936 | $5.4M |
| VeraBank, N.A. | 1.64% | Add +8.1% | 84,462 | $5.3M |
| Advisory Alpha, LLC | 0.22% | Add +2.4% | 84,376 | $5.3M |
| Pioneer Wealth Management Group | 2.92% | Add +10.1% | 81,816 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +8.1% | 80,136 | $5.0M |
| M Financial Asset Management, Inc. | 13.84% | Reduce -0.3% | 79,777 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -10.3% | 79,264 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +11.0% | 77,976 | $4.9M |
| Bayshore Asset Management, LLC | 2.37% | Reduce -0.7% | 77,678 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +21.9% | 77,677 | $4.8M |
| Kooman & Associates | 1.97% | Add +3.9% | 75,884 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +11.9% | 75,786 | $4.7M |
| Park Avenue Securities LLC | 0.06% | Add +26.6% | 75,089 | $4.7M |
| Farther Finance Advisors, LLC | 0.28% | Add +0.9% | 75,715 | $4.7M |
| Physician Wealth Advisors, Inc. | 0.98% | Add +2.5% | 80,416 | $4.7M |
| Pinkerton Wealth, LLC | 0.73% | Add +8.8% | 73,051 | $4.6M |
| Investmark Advisory Group LLC | 2.47% | Reduce -1.0% | 72,376 | $4.5M |
| Altiora Financial Group, LLC | 1.22% | Add +4.8% | 71,986 | $4.5M |
| FMB Wealth Management | 3.57% | Reduce -2.7% | 71,730 | $4.5M |
| KPP Advisory Services LLC | 1.22% | New | 71,216 | $4.4M |
| DAVENPORT & Co LLC | 0.03% | Add +43.7% | 70,474 | $4.4M |
| Soundmark Wealth Management, LLC | 1.93% | Add +2.0% | 69,910 | $4.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +19.6% | 68,342 | $4.3M |
| Raymond James & Associates | 0.00% | Reduce -31.7% | 67,749 | $4.2M |
| JMG Financial Group, Ltd. | 0.16% | Add +30.0% | 67,212 | $4.2M |
| Kraft Asset Management, LLC | 3.33% | Reduce -3.7% | 66,263 | $4.1M |
| First Western Trust Bank | 0.17% | Reduce -2.9% | 61,593 | $3.8M |
| CX Institutional | 0.18% | Add +3.4% | 61,361 | $3.8M |
| Waterfront Wealth Inc. | 1.06% | Reduce -20.3% | 64,219 | $3.8M |
| Efficient Advisors, LLC | 0.24% | Add +10.2% | 59,921 | $3.7M |
| TruNorth Capital Management, LLC | 1.27% | — | 59,075 | $3.7M |
| Efficient Frontier Advisors LLC | 2.89% | Add +0.0% | 58,466 | $3.6M |
| IronBridge Private Wealth, LLC | 1.51% | New | 58,211 | $3.6M |
| Well Done, LLC | 0.71% | New | 58,149 | $3.6M |
| First National Bank Sioux Falls | 1.97% | Add +22.4% | 57,991 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.06% | New | 57,460 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 57,111 | $3.6M |
| Cascade Financial Partners, LLC | 0.50% | — | 58,329 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.1% | 54,715 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Add +1.3% | 54,231 | $3.4M |
| Dopkins Wealth Management, LLC | 2.02% | Reduce -3.8% | 53,908 | $3.4M |
| Physician Wealth Solutions Inc. | 2.77% | No change | 52,835 | $3.3M |
| Cambridge Financial Group, LLC | 1.56% | Add +0.1% | 52,775 | $3.3M |
| TAGStone Capital, Inc. | 1.92% | Add +0.1% | 52,670 | $3.3M |
| FinDec Wealth Services, Inc. | 2.06% | Reduce -0.7% | 52,525 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +29.0% | 52,036 | $3.2M |
| Grunden Financial Advisory, Inc. | 1.72% | Reduce -3.5% | 51,760 | $3.2M |
| Investment Advisory Group, LLC | 1.32% | Add +14.6% | 51,385 | $3.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.1% | 51,207 | $3.2M |
| Archford Capital Strategies, LLC | 0.53% | New | 50,875 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +2.3% | 50,813 | $3.2M |
| Freedom Investment Management, Inc. | 0.25% | Reduce -1.3% | 50,505 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.25% | Add +21.9% | 53,599 | $3.1M |
| Apella Capital, LLC | 0.15% | Reduce -11.4% | 50,014 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.15% | Reduce -0.8% | 48,987 | $3.1M |
| SC&H Financial Advisors, Inc. | 0.79% | Add +2.3% | 48,810 | $3.0M |
| Cordant, Inc. | 1.74% | Add +19.1% | 48,068 | $3.0M |
| Financial Connections Group, Inc. | 3.28% | Reduce -13.7% | 48,033 | $3.0M |
| RFG Advisory, LLC | 0.10% | Add +18.4% | 47,928 | $3.0M |
| HM Payson & Co. | 0.06% | Reduce -81.6% | 47,536 | $3.0M |
| Symmetry Partners, LLC | 0.23% | No change | 47,433 | $3.0M |
| CPA Asset Management Group, LLC | 1.60% | Add +10.4% | 45,984 | $2.9M |
| Blume Capital Management, Inc. | 0.70% | Add +1.8% | 45,764 | $2.9M |
| RS Crum Inc. | 0.77% | Reduce -0.4% | 45,240 | $2.8M |
| DBK Financial Counsel, LLC | 2.92% | Add +15.0% | 44,625 | $2.8M |
| Quadcap Wealth Management, LLC | 0.63% | Add +691.2% | 44,204 | $2.8M |
| Wade Financial Advisory, Inc | 1.00% | No change | 44,087 | $2.7M |
| Hiley Hunt Wealth Management | 1.80% | Add +22.0% | 43,984 | $2.7M |
| Baker Boyer National Bank | 0.94% | Reduce -2.3% | 43,853 | $2.7M |
| Syverson Strege & Co | 0.97% | Reduce -6.0% | 43,287 | $2.7M |
| Acas, LLC | 2.60% | Add +616.1% | 43,140 | $2.7M |
| Discipline Wealth Solutions, LLC | 2.48% | Add +10.8% | 43,311 | $2.7M |
| Wealthstream Advisors, Inc. | 1.01% | Reduce -0.6% | 42,651 | $2.7M |
| IHT Wealth Management, LLC | 0.10% | Reduce -2.5% | 41,792 | $2.6M |
| PFG Advisors | 0.19% | Add +6.3% | 41,252 | $2.6M |
| Great Point Wealth Advisors, LLC | 0.59% | Reduce -1.8% | 40,616 | $2.5M |
| Sandy Spring Bank | 0.11% | Add +38.3% | 39,399 | $2.5M |
| Sachem Hill LLC | 0.57% | Add +2.5% | 39,094 | $2.4M |
| HTG Investment Advisors, Inc. | 1.40% | Add +18.3% | 38,644 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.0% | 38,246 | $2.4M |
| Cypress Wealth Services, LLC | 0.55% | Add +0.3% | 38,160 | $2.4M |
| Five Oceans Advisors | 1.22% | Reduce -0.6% | 38,042 | $2.4M |
| Narus Financial Partners, LLC | 1.00% | Add +8.0% | 37,630 | $2.3M |
| TCP Asset Management, LLC | 0.61% | Add +21.6% | 37,162 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +4.7% | 36,954 | $2.3M |
| Equitable Holdings, Inc. | 0.03% | Add +5.9% | 36,887 | $2.3M |
| Collective Family Office LLC | 0.75% | Reduce -0.1% | 36,884 | $2.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.06% | Add +0.5% | 36,622 | $2.3M |
| Ironwood Financial, llc | 0.52% | Reduce -21.8% | 36,482 | $2.3M |
| Willow Creek Wealth Management Inc. | 0.26% | Reduce -0.2% | 36,166 | $2.3M |
| Wealthspan Partners, LLC | 1.31% | Add +90.4% | 35,567 | $2.2M |
| Financial Advocates Investment Management | 0.13% | Add +3.5% | 35,145 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -46.1% | 34,910 | $2.2M |
| Retirement Guys Formula LLC | 1.04% | Reduce -4.9% | 34,364 | $2.1M |
| Warwick Investment Management, Inc. | 0.51% | Add +100.3% | 34,316 | $2.1M |
| LVZ, Inc. | 0.29% | Reduce -10.6% | 33,971 | $2.1M |
| Smartleaf Asset Management LLC | 0.41% | Add +25.5% | 33,868 | $2.1M |
| Aspen Wealth Management LLC | 0.80% | Add +72.6% | 33,430 | $2.1M |
| Concord Wealth Partners | 0.37% | Add +10.3% | 33,150 | $2.1M |
| 49 Wealth Management, LLC | 0.44% | Add +2.0% | 33,410 | $2.1M |
| Resonant Capital Advisors, LLC | 0.18% | No change | 32,852 | $2.0M |
| Blue Trust, Inc. | 0.03% | Add +14.3% | 32,536 | $2.0M |
| Hemington Wealth Management | 0.73% | No change | 32,416 | $2.0M |
| Private Ocean, LLC | 0.21% | Reduce -7.9% | 32,388 | $2.0M |
| All Season Financial Advisors, Inc. | 1.65% | Add +10.4% | 31,886 | $2.0M |
| JFS Wealth Advisors, LLC | 0.16% | Add +0.0% | 31,389 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.9% | 31,262 | $1.9M |
| Main Street Financial Solutions, LLC | 0.21% | New | 31,061 | $1.9M |
| Sageworth Trust Co of South Dakota | 2.94% | Add +36.7% | 30,507 | $1.9M |
| Westmount Partners, LLC | 0.67% | No change | 30,083 | $1.9M |
| Legacy Financial Group, Inc. | 0.74% | Add +21.2% | 30,064 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.61% | Reduce -1.3% | 29,676 | $1.8M |
| Tiaa Trust, National Association | 0.01% | Reduce -9.3% | 29,230 | $1.8M |
| Tortoise Investment Management, LLC | 0.22% | Add +32.1% | 29,147 | $1.8M |
| Rehmann Capital Advisory Group | 0.13% | Add +14.2% | 28,857 | $1.8M |
| BCM Advisors, LLC | 0.45% | Add +61.7% | 29,942 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -1.5% | 27,816 | $1.7M |
| Forza Wealth Management, LLC | 0.88% | New | 27,220 | $1.7M |
| Kelleher Financial Advisors | 0.69% | New | 26,769 | $1.7M |
| Pettinga Financial Advisors LLC | 0.42% | Reduce -30.5% | 26,431 | $1.6M |
| Parker Financial LLC | 0.93% | Add +51.5% | 26,296 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | Add +10.2% | 25,844 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -2.6% | 25,888 | $1.5M |
| Bromfield Sneider Wealth Advisors | 0.94% | Add +35.3% | 24,393 | $1.5M |
| Awm Capital, LLC | 0.25% | Reduce -2.8% | 24,246 | $1.5M |
| Shearwater Capital LLC | 1.11% | Reduce -2.5% | 24,119 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +1.6% | 24,115 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +173.1% | 23,926 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.97% | Reduce -22.7% | 23,778 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.7% | 23,531 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.37% | Reduce -0.7% | 23,332 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +461.9% | 22,989 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 22,609 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +28.6% | 22,565 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | Reduce -18.1% | 22,511 | $1.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +1.3% | 22,334 | $1.4M |
| Elevation Wealth Partners, LLC | 0.66% | Reduce -7.2% | 21,321 | $1.3M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -8.6% | 21,142 | $1.3M |
| Walden Wealth Partners LLC | 0.76% | Reduce -0.3% | 21,681 | $1.3M |
| Waypoint Capital Advisors, LLC | 0.34% | No change | 20,917 | $1.3M |
| Quantum Financial Advisors, LLC | 0.24% | Reduce -0.2% | 20,762 | $1.3M |
| Sutton Place Investors LLC | 0.64% | Add +79.2% | 20,668 | $1.3M |
| Root Financial Partners, LLC | 0.38% | Reduce -3.4% | 20,667 | $1.3M |
| Maryland Capital Advisors Inc. | 0.79% | Add +1.9% | 20,508 | $1.3M |
| Red Lighthouse Investment Management, LLC | 0.51% | Reduce -1.8% | 20,221 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -79.3% | 20,198 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.07% | New | 20,075 | $1.3M |
| Financial Insights, Inc. | 0.35% | Reduce -12.0% | 19,271 | $1.2M |
| Fca Corp. | 0.39% | Add +3.1% | 19,205 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.35% | No change | 19,185 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.6% | 19,157 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,085 | $1.2M |
| Olistico Wealth, LLC | 0.86% | Reduce -0.0% | 19,073 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +8.6% | 19,085 | $1.2M |
| Clarity Capital Advisors, LLC | 0.93% | Add +0.2% | 18,777 | $1.2M |
| Relative Value Partners Group, LLC | 0.07% | Reduce 0.0% | 20,309 | $1.2M |
| Altura Wealth Advisors Inc. | 1.37% | New | 18,706 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +12.1% | 18,519 | $1.2M |
| KM Capital Management Ltd. | 0.64% | Add +3.0% | 18,512 | $1.2M |
| Squire Investment Management Company, LLC | 0.71% | Add +9.6% | 18,106 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +4.0% | 18,029 | $1.1M |
| Cassady Schiller Wealth Management, LLC | 0.49% | No change | 17,729 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +42.1% | 17,625 | $1.1M |
| HFG Wealth Management, LLC | 0.64% | Reduce -81.8% | 17,426 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.39% | Reduce -4.7% | 17,411 | $1.1M |
| Asset Dedication, LLC | 0.08% | Add +5.3% | 16,975 | $1.1M |
| Valeo Financial Advisors, LLC | 0.04% | Add +9.3% | 17,808 | $1.1M |
| Montag A & Associates Inc. | 0.05% | No change | 16,918 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.7% | 16,882 | $1.1M |
| Florida Trust Wealth Management Co | 0.04% | Add +319.5% | 16,655 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +5.3% | 16,517 | $1.0M |
| Basso Capital Management, L.P. | 0.95% | No change | 16,131 | $1.0M |
| Sigma Planning Corp | 0.03% | New | 16,040 | $1000K |
| Cahill Wealth Management, LLC | 0.58% | Add +0.8% | 15,901 | $991K |
| Naples Global Advisors, LLC | 0.10% | Add +12.4% | 15,675 | $977K |
| Prospera Financial Services Inc | 0.03% | No change | 15,532 | $968K |
| Bedel Financial Consulting, Inc. | 0.15% | Add +5.0% | 15,256 | $951K |
| Karpas Strategies, LLC | 0.29% | Add +21.3% | 15,030 | $937K |
| USAdvisors Wealth Management, LLC | 0.35% | Reduce -4.5% | 15,045 | $933K |
| Mayfair Advisory Group, LLC | 0.68% | Add +25.4% | 14,952 | $932K |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.3% | 14,786 | $922K |
| Beta Wealth Group, Inc. | 0.44% | Reduce -1.5% | 14,400 | $898K |
| BetterWealth, LLC | 0.29% | Reduce -11.3% | 14,372 | $896K |
| Grand Wealth Management, LLC | 0.43% | Reduce -3.1% | 14,302 | $892K |
| Jentner Corp | 0.31% | Reduce -0.8% | 14,135 | $881K |
| Porter White Investment Advisors, Inc. | 0.46% | Add +0.0% | 13,969 | $871K |
| Verus Financial Partners, Inc. | 0.10% | Add +0.2% | 13,840 | $863K |
| Dodds Wealth, LLC | 0.35% | Add +33.1% | 13,819 | $861K |
| Commerce Bank | 0.01% | Add +5.3% | 13,702 | $854K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -11.6% | 13,677 | $853K |
| Diversified Trust Co. | 0.03% | No change | 13,457 | $839K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.7% | 13,281 | $828K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.7% | 13,281 | $828K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +67.5% | 13,135 | $819K |
| HUB Investment Partners, LLC | 0.04% | New | 13,051 | $814K |
| Morris Financial Concepts, Inc. | 0.41% | Add +129.3% | 12,848 | $801K |
| IFG Advisory, LLC | 0.06% | Add +53.9% | 12,765 | $796K |
| Betterment LLC | 0.00% | Add +7.8% | 12,735 | $794K |
| Walter & Keenan Wealth Management LLC /in/ | 0.26% | Add +183.5% | 12,729 | $794K |
| Abacus Wealth Partners, LLC | 0.13% | Reduce -4.0% | 12,701 | $792K |
| SVB Wealth LLC | 0.02% | Add +0.0% | 12,548 | $782K |
| Prevail Innovative Wealth Advisors, LLC | 0.29% | Add +10.2% | 12,348 | $770K |
| Werba Rubin Papier Wealth Management | 0.22% | Add +0.1% | 12,300 | $767K |
| SJS Investment Consulting Inc. | 0.15% | No change | 12,161 | $758K |
| Signaturefd, LLC | 0.02% | Add +842.4% | 12,147 | $757K |
| Measured Wealth Private Client Group, LLC | 0.26% | Reduce -3.9% | 12,051 | $751K |
| HTLF Bank | 0.08% | No change | 11,846 | $738K |
| Clark Asset Management, LLC | 0.23% | No change | 11,776 | $734K |
| Centaurus Financial, Inc. | 0.05% | No change | 11,747 | $732K |
| Samalin Investment Counsel, LLC | 0.34% | Add +5.9% | 11,559 | $721K |
| Gateway Wealth Partners, LLC | 0.26% | Add +28.6% | 11,516 | $718K |
| L & S Advisors Inc | 0.09% | Add +1.1% | 11,469 | $715K |
| M Holdings Securities, Inc. | 0.12% | Add +1.0% | 11,380 | $709K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.53% | No change | 11,288 | $704K |
| Smith Chas P & Associates Pa Cpas | 0.04% | No change | 11,288 | $704K |
| Hartline Investment Corp./ | 0.12% | New | 11,278 | $703K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +40.8% | 11,278 | $703K |
| Birchcreek Wealth Management, LLC | 0.37% | Reduce -1.1% | 11,254 | $702K |
| 25 LLC | 0.34% | Add +0.1% | 11,177 | $697K |
| IFG Advisors, LLC | 0.18% | Reduce -3.3% | 11,131 | $694K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.7% | 11,041 | $688K |
| Quad-Cities Investment Group, LLC | 0.40% | Add +8.9% | 10,844 | $676K |
| US Bancorp \de | 0.00% | Reduce -8.7% | 10,660 | $665K |
| Cladis Investment Advisory, LLC | 0.49% | No change | 10,632 | $663K |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 10,624 | $662K |
| Rockwood Wealth Management, LLC | 0.08% | Add +195.8% | 10,175 | $634K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +521.1% | 10,124 | $631K |
| Safeguard Investment Advisory Group, LLC | 0.21% | Reduce -30.8% | 10,000 | $623K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -0.2% | 9,960 | $621K |
| PrairieView Partners, LLC | 0.07% | Reduce -1.1% | 9,633 | $601K |
| CWA Asset Management Group, LLC | 0.04% | No change | 9,533 | $594K |
| Colony Family Offices, LLC | 0.19% | Add +4.3% | 9,490 | $592K |
| Seven Mile Advisory | 0.45% | Add +0.2% | 9,482 | $591K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.0% | 9,467 | $590K |
| Prudential Financial Inc. | 0.00% | Add +37.2% | 9,422 | $587K |
| Avior Wealth Management, LLC | 0.03% | Reduce -6.6% | 9,350 | $583K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,328 | $582K |
| Carlson Capital Management | 0.03% | Reduce -96.0% | 9,306 | $580K |
| CW Advisors, LLC | 0.01% | Reduce -18.5% | 9,289 | $579K |
| Watershed Private Wealth LLC | 0.26% | Add +0.8% | 9,279 | $578K |
| Kavar Capital Partners Group, LLC | 0.11% | Reduce -49.9% | 9,221 | $575K |
| Jacobi Capital Management LLC | 0.05% | Add +23.4% | 9,153 | $571K |
| Evoke Wealth, LLC | 0.02% | Add +27.6% | 8,952 | $558K |
| Peavine Capital, LLC | 0.14% | No change | 8,891 | $554K |
| Smith, Moore & Co. | 0.06% | Add +74.3% | 8,852 | $552K |
| Meridian Investment Counsel Inc. | 0.18% | No change | 8,799 | $549K |
| Capital Investment Advisors, LLC | 0.01% | No change | 8,719 | $544K |
| Sanctuary Wealth Management, L.L.C. | 0.44% | Reduce -11.4% | 8,695 | $542K |
| Running Point Capital Advisors, LLC | 0.24% | No change | 8,661 | $540K |
| D. E. Shaw & Co. | 0.00% | New | 8,593 | $536K |
| Greenspring Advisors, LLC | 0.13% | New | 8,448 | $527K |
| Waverly Advisors, LLC | 0.01% | Add +4.1% | 8,430 | $526K |
| Global Trust Asset Management, LLC | 0.21% | Reduce -0.5% | 8,205 | $511K |
| Parkside Financial Bank & Trust | 0.08% | No change | 8,201 | $511K |
| Alexander Labrunerie & Co., Inc. | 0.29% | — | 8,185 | $510K |
| Peninsula Wealth, LLC | 0.10% | Add +8.0% | 8,141 | $508K |
| Atlas Wealth LLC | 0.41% | Reduce -9.2% | 8,136 | $507K |
| Capital Management Associates, Inc | 0.37% | No change | 7,954 | $496K |
| Beacon Financial Advisory LLC | 0.24% | Add +1.2% | 7,942 | $495K |
| Allegiance Financial Group Advisory Services LLC | 0.20% | Add +0.1% | 7,875 | $491K |
| Brighton Jones LLC | 0.02% | Add +1.6% | 7,851 | $489K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.9% | 7,844 | $489K |
| Invst, LLC | 0.06% | Reduce -63.7% | 7,871 | $486K |
| Keybank National Association | 0.00% | No change | 7,781 | $485K |
| Eagle Strategies LLC | 0.11% | Reduce -60.6% | 7,752 | $483K |
| Boyce & Associates Wealth Consulting, Inc. | 0.62% | Add +3.0% | 7,736 | $482K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -0.7% | 7,671 | $478K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -6.3% | 7,590 | $473K |
| Edge Financial Advisors LLC | 0.42% | — | 7,490 | $472K |
| Ellenbecker Investment Group | 0.10% | Reduce -2.4% | 7,522 | $469K |
| Fisher Asset Management | 0.00% | New | 7,463 | $465K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,387 | $461K |
| CRA Financial Services, LLC | 0.10% | No change | 7,372 | $460K |
| Quantinno Capital Management LP | 0.01% | New | 7,316 | $456K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,225 | $450K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -2.0% | 7,215 | $450K |
| Sei Investments Co. | 0.00% | No change | 7,134 | $445K |
| Essex Financial Services, Inc. | 0.04% | Add +26.1% | 7,107 | $443K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.7% | 7,026 | $438K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 7,001 | $436K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -7.8% | 7,000 | $436K |
| Mills Wealth Advisors LLC | 0.32% | Add +35.4% | 6,955 | $434K |
| S.A. Mason LLC | 0.26% | Add +12.8% | 6,921 | $431K |
| Stegent Equity Advisors, Inc. | 0.44% | Reduce -4.5% | 6,912 | $431K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 6,770 | $422K |
| Stone Summit Wealth LLC | 0.15% | No change | 6,737 | $420K |
| Marcum Wealth, LLC | 0.04% | Add +0.1% | 6,733 | $420K |
| MBM Wealth Consultants, LLC | 0.15% | No change | 6,670 | $416K |
| Diversified Portfolios, Inc. | 0.06% | Add +1.6% | 6,652 | $415K |
| Bill Few Associates, Inc. | 0.17% | Reduce -16.9% | 6,573 | $410K |
| Cross Staff Investments Inc | 0.34% | No change | 6,500 | $405K |
| Embree Financial Group | 0.08% | Add +0.2% | 6,294 | $392K |
| Powers Advisory Group, LLC | 0.22% | Add +45.8% | 6,258 | $390K |
| Accretive Wealth Partners, LLC | 0.17% | No change | 6,445 | $387K |
| HBK Sorce Advisory LLC | 0.01% | New | 6,209 | $387K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.3% | 7,292 | $383K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 6,124 | $382K |
| Amarillo National Bank | 0.07% | No change | 6,076 | $379K |
| Sound Income Strategies, LLC | 0.03% | Add +4876.3% | 5,872 | $366K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,841 | $364K |
| Sage Rhino Capital LLC | 0.09% | No change | 5,828 | $363K |
| Sollinda Capital Management LLC | 0.11% | New | 5,774 | $360K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -19.6% | 5,989 | $360K |
| Quarry Hill Advisors, LLC | 0.26% | No change | 5,720 | $357K |
| Versant Capital Management, Inc | 0.10% | No change | 5,704 | $356K |
| Mosaic Family Wealth Partners, LLC | 0.06% | New | 5,694 | $355K |
| Francis Financial, Inc. | 0.11% | Reduce -0.4% | 5,634 | $351K |
| Diversify Advisory Services, LLC | 0.02% | — | 5,662 | $349K |
| HB Wealth Management, LLC | 0.00% | No change | 5,599 | $349K |
| Mason & Associates Inc | 0.09% | New | 5,592 | $349K |
| Hanover Advisors Inc. | 0.15% | Add +5.5% | 5,548 | $346K |
| Cadence Bank | 0.03% | Reduce -3.8% | 5,547 | $346K |
| Argent Trust Co | 0.02% | Reduce -4.5% | 5,499 | $343K |
| 180 Wealth Advisors, LLC | 0.06% | New | 5,479 | $342K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 5,321 | $332K |
| Ascent Group, LLC | 0.03% | New | 5,304 | $331K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 5,302 | $331K |
| American Financial Advisors, LLC | 0.05% | Add +0.1% | 5,233 | $326K |
| Summit Asset Management, LLC | 0.04% | No change | 5,217 | $325K |
| Avantax Planning Partners, Inc. | 0.01% | Add +34.6% | 5,104 | $318K |
| Berger Financial Group, Inc | 0.03% | New | 5,100 | $318K |
| Disciplined Investments, LLC | 0.17% | Add +2.4% | 5,077 | $316K |
| Asset Planning Corporation | 0.23% | No change | 5,069 | $316K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +12.8% | 5,044 | $314K |
| Baker Avenue Asset Management, LP | 0.01% | Add +31.6% | 4,992 | $311K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.5% | 5,087 | $306K |
| Financial Symmetry Inc | 0.27% | Add +5.2% | 4,874 | $304K |
| Lido Advisors, LLC | 0.00% | Add +3.5% | 4,861 | $303K |
| Meritas Wealth Management, LLC | 0.21% | No change | 4,854 | $303K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +21.3% | 4,786 | $298K |
| Mustard Seed Financial, LLC | 0.30% | Add +3.1% | 4,778 | $298K |
| Arbor Wealth Advisors LLC | 0.28% | No change | 4,765 | $297K |
| Smithfield Trust Co | 0.02% | Add +209.8% | 4,725 | $294K |
| My Personal CFO, LLC | 0.17% | Reduce -5.4% | 4,709 | $294K |
| Cornerstone Advisory, LLC | 0.04% | Add +12.3% | 4,650 | $290K |
| RKL Wealth Management LLC | 0.03% | No change | 4,645 | $290K |
| SteelPeak Wealth, LLC | 0.01% | No change | 4,631 | $289K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 4,611 | $287K |
| Frank, Rimerman Advisors LLC | 0.06% | No change | 4,583 | $286K |
| Ameriprise Financial Inc. | 0.00% | New | 4,524 | $282K |
| Focus Partners Wealth | 0.00% | Add +14.1% | 4,408 | $275K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 4,401 | $274K |
| Lincoln National Corp. | 0.00% | Reduce -9.7% | 4,387 | $274K |
| Sequent Asset Management, LLC | 0.14% | New | 4,331 | $270K |
| Drive Wealth Management, LLC | 0.08% | New | 8,419 | $269K |
| Summit Wealth Partners, LLC | 0.06% | No change | 4,270 | $266K |
| Family Investment Center, Inc. | 0.09% | New | 4,266 | $266K |
| Visionary Wealth Advisors | 0.02% | No change | 4,191 | $261K |
| MBE Wealth Management, LLC | 0.16% | Add +1.9% | 4,144 | $258K |
| Goldstein Advisors, LLC | 0.04% | No change | 4,058 | $253K |
| Silver Oak Advisory Group, Inc. | 0.14% | No change | 4,034 | $252K |
| First Trust Direct Indexing L.P. | 0.02% | New | 4,025 | $251K |
| BluePointe Capital Management, LLC | 0.17% | Add +1.3% | 3,965 | $247K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,954 | $246K |
| Stokes Family Office, LLC | 0.03% | Reduce -20.3% | 3,930 | $245K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 3,867 | $241K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,789 | $234K |
| Regions Financial Corp. | 0.00% | No change | 3,728 | $232K |
| Flagstar Securities, Inc. | 0.06% | Add +1.3% | 3,706 | $231K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 3,702 | $231K |
| GDS Wealth Management | 0.03% | No change | 3,672 | $229K |
| McIlrath & Eck, LLC | 0.04% | Add +3.7% | 3,643 | $227K |
| Busey Bank | 0.01% | No change | 3,522 | $220K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 3,516 | $219K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 3,494 | $218K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.1% | 3,478 | $217K |
| First Manhattan Co. Llc. | 0.00% | Add +83.2% | 3,467 | $216K |
| First Foundation Advisors | 0.01% | New | 3,444 | $215K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $214K |
| Pine Harbor Wealth Management, LLC | 0.13% | Add +0.0% | 3,394 | $212K |
| Sawyer & Company, Inc | 0.08% | No change | 3,370 | $210K |
| Oakwell Private Wealth Management, LLC | 0.06% | New | 3,353 | $209K |
| Private Trust Co. NA | 0.02% | Reduce -0.9% | 3,313 | $207K |
| QRG Capital Management, Inc. | 0.00% | Reduce -24.3% | 3,292 | $205K |
| BSW Wealth Partners | 0.03% | New | 3,282 | $205K |
| Tranquility Partners, LLC | 0.08% | New | 3,230 | $201K |
| Meridian Management Co. | 0.05% | New | 3,222 | $201K |
| FMR LLC | 0.00% | Add +0.1% | 3,148 | $196K |
| Northwest Capital Management Inc | 0.06% | Add +3.2% | 3,119 | $194K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $191K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 2,979 | $186K |
| Robinswood Financial LLC | 0.08% | No change | 2,922 | $180K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $178K |
| Red Tortoise LLC | 0.09% | No change | 2,689 | $168K |
| CVA Family Office, LLC | 0.03% | Add +14644.4% | 2,654 | $165K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,487 | $155K |
| C M Bidwell & Associates Ltd. | 0.10% | New | 2,456 | $153K |
| Coston, McIsaac & Partners | 0.05% | Add +1.4% | 2,457 | $153K |
| True Wealth Design, LLC | 0.04% | No change | 2,403 | $150K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,383 | $146K |
| Newton One Investments LLC | 0.06% | Add +0.1% | 2,296 | $143K |
| Colonial Trust Co / SC | 0.02% | No change | 2,137 | $133K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $133K |
| UMB Bank, n.a. | 0.00% | No change | 2,017 | $126K |
| Quent Capital, LLC | 0.01% | Add +12.7% | 1,968 | $123K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.1% | 1,890 | $118K |
| Bfsg, LLC | 0.01% | No change | 1,747 | $109K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,645 | $103K |
| Continuum Advisory, LLC | 0.02% | New | 1,664 | $102K |
| TFC Financial Management, Inc. | 0.02% | Add +0.2% | 1,574 | $98K |
| Clarity Asset Management, Inc. | 0.07% | Reduce -98.8% | 1,567 | $98K |
| Fairman Group, LLC | 0.09% | Add +0.1% | 1,539 | $96K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -5.1% | 1,518 | $95K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.1% | 1,458 | $91K |
| Valued Wealth Advisors LLC | 0.06% | Add +56.5% | 1,405 | $88K |
| IFP Advisors, Inc | 0.00% | Add +20.5% | 1,358 | $85K |
| CENTRAL TRUST Co | 0.00% | No change | 1,353 | $84K |
| Princeton Global Asset Management LLC | 0.02% | New | 1,335 | $83K |
| Eagle Bay Advisors LLC | 0.05% | No change | 1,265 | $79K |
| Aptus Capital Advisors, LLC | 0.00% | Add +13.2% | 1,132 | $71K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +251.4% | 1,114 | $69K |
| Hilltop National Bank | 0.02% | — | 1,109 | $69K |
| Northwest Investment Counselors, LLC | 0.02% | New | 1,083 | $68K |
| Salem Investment Counselors Inc. | 0.00% | Add +56.5% | 1,039 | $65K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,000 | $62K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -55.2% | 975 | $61K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 945 | $59K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 918 | $57K |
| Lanark Financial, Inc. | 0.01% | No change | 913 | $56K |
| Private Capital Management LLC | 0.01% | No change | 890 | $55K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $53K |
| Fifth Third Bancorp | 0.00% | Reduce -26.4% | 810 | $50K |
| Sittner & Nelson, LLC | 0.02% | No change | 788 | $49K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 778 | $46K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $46K |
| First United Bank & Trust | 0.02% | Reduce -6.7% | 700 | $44K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.9% | 687 | $43K |
| FAS Wealth Partners, Inc. | 0.00% | Add +49.4% | 644 | $40K |
| Private Wealth Management Group, LLC | 0.02% | No change | 605 | $38K |
| Truvestments Capital LLC | 0.01% | No change | 583 | $36K |
| Evermay Wealth Management LLC | 0.00% | No change | 464 | $29K |
| First Horizon Advisors, Inc. | 0.00% | No change | 428 | $27K |
| Gleason Group, Inc. | 0.01% | No change | 399 | $25K |
| Quadrant Capital Group LLC | 0.00% | No change | 360 | $22K |
| Howe & Rusling Inc. | 0.00% | New | 353 | $22K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -0.4% | 252 | $16K |
| Archer Investment Corp | 0.00% | Add +1360.0% | 219 | $14K |
| Pineridge Advisors LLC | 0.00% | No change | 162 | $10K |
| American Capital Advisory, LLC | 0.01% | No change | 175 | $9K |
| Principal Securities, Inc. | 0.00% | Reduce -25.8% | 144 | $9K |
| Orion Capital Management LLC | 0.00% | No change | 116 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 114 | $7K |
| Assetmark, Inc. | 0.00% | New | 100 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 98 | $6K |
| Venturi Wealth Management, LLC | 0.00% | Add +90.2% | 97 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 54 | $3K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +2.9% | 36 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 35 | $2K |
| Citigroup Inc. | 0.00% | New | 1 | $62 |
"% of holder's portfolio" is DFAS's weight in each manager's 13F, not the share of Dimensional US Small Cap ETF the manager owns.