Dimensional US Small Cap ETFDFASETF
13F holders, Q4 2024 (December 31)741holders +85
48new positions
20sold out
3famous investors
$65.11avg. 13F price*
At the end of Q4 2024, 741 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 85 from Q3 2024. 48 opened new positions and 20 sold out. The largest holders were Creative Planning ($861.9M), Northern Trust Corp. ($489.5M) and Index Fund Advisors, Inc. ($425.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $46.0M |
| Exits | 20 | $11.7M |
All 13F filers, Q3 2024 → Q4 2024: 9,449,286 shares bought and 1,923,293 shares sold, net +7,525,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 741 holders
| Creative Planning | 0.84% | Add +18.1% | 13,243,407 | $861.9M |
| Northern Trust Corp. | 0.07% | Add +7.4% | 7,521,408 | $489.5M |
| Index Fund Advisors, Inc. | 23.02% | Reduce -1.8% | 6,543,610 | $425.9M |
| Bank of America Corp. | 0.03% | Add +5.3% | 5,171,866 | $336.6M |
| Focus Partners Wealth | 0.46% | Reduce -0.8% | 2,712,060 | $176.5M |
| Pure Financial Advisors, LLC | 3.80% | Add +8.6% | 2,571,156 | $167.3M |
| Alaska Permanent Fund Corp | 2.43% | Reduce -6.8% | 2,518,859 | $163.9M |
| TCI Wealth Advisors, Inc. | 13.06% | Add +2.1% | 2,402,548 | $156.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -5.7% | 2,333,475 | $151.9M |
| Financial Counselors Inc. | 1.64% | Add +5.1% | 1,721,070 | $112.0M |
| Plancorp, LLC | 3.80% | Reduce -1.5% | 1,420,946 | $92.5M |
| Savant Capital, LLC | 0.70% | Add +34.3% | 1,368,693 | $89.1M |
| MassMutual Private Wealth & Trust, FSB | 2.00% | Add +7.2% | 1,095,423 | $71.3M |
| Evanson Asset Management, LLC | 4.75% | Add +5.8% | 1,064,542 | $69.3M |
| First Command Advisory Services, Inc. | 0.63% | Add +6.0% | 1,024,598 | $66.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -1.4% | 1,001,935 | $65.2M |
| Sageworth Trust Co | 3.82% | Reduce -0.2% | 950,167 | $61.8M |
| Great Waters Wealth Management | 7.46% | Add +15.5% | 893,036 | $58.1M |
| Confluence Wealth Services, Inc. | 3.76% | Add +12.9% | 850,527 | $57.8M |
| LPL Financial LLC | 0.02% | Add +16.3% | 868,263 | $56.5M |
| Moisand Fitzgerald Tamayo, LLC | 7.97% | Reduce -2.2% | 866,350 | $56.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -38.4% | 795,819 | $51.8M |
| Bank of Montreal | 0.03% | Add +4.3% | 785,771 | $51.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.9% | 776,543 | $50.5M |
| UBS Group AG | 0.01% | Add +12.8% | 764,999 | $49.8M |
| Adero Partners, LLC | 3.15% | Add +3.9% | 750,961 | $48.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +7.1% | 744,548 | $48.5M |
| Elser Financial Planning, Inc | 2.85% | Add +3665.7% | 733,075 | $47.7M |
| Focus Partners Advisor Solutions, LLC | 0.79% | Add +20.0% | 718,615 | $46.8M |
| DiNuzzo Private Wealth, Inc. | 5.80% | Reduce -2.2% | 704,455 | $45.8M |
| Brown Advisory Inc. | 0.06% | Add +4.5% | 678,766 | $44.2M |
| Stordahl Capital Management, Inc. | 10.37% | Add +0.2% | 673,553 | $43.8M |
| Royal Bank of Canada | 0.01% | Add +11.6% | 672,775 | $43.8M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +589.4% | 664,847 | $43.3M |
| Corient Private Wealth LP | 0.07% | Add +0.6% | 636,908 | $41.5M |
| Beaird Harris Wealth Management, LLC | 3.31% | Reduce -3.5% | 589,596 | $38.4M |
| Dixon Fnancial Services, Inc. | 20.43% | Reduce -1.1% | 578,194 | $37.6M |
| Chicago Partners Investment Group LLC | 1.23% | Add +4.9% | 564,580 | $36.9M |
| Modera Wealth Management, LLC | 0.44% | Add +40.9% | 562,585 | $36.6M |
| Wealth Management Nebraska | 5.90% | — | 557,047 | $36.3M |
| Truist Financial Corp. | 0.06% | Add +6.1% | 555,419 | $36.1M |
| Sax Wealth Advisors, LLC | 2.75% | Add +0.9% | 539,671 | $35.1M |
| Raymond James Financial Inc. | 0.01% | — | 536,502 | $34.9M |
| Pathstone Holdings, LLC | 0.14% | Add +34.5% | 489,678 | $32.1M |
| Austin Asset Management Co Inc | 6.54% | Reduce -3.2% | 482,856 | $31.4M |
| Sequoia Financial Advisors, LLC | 0.30% | Reduce -1.8% | 479,010 | $31.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +9.9% | 465,151 | $30.3M |
| Heritage Investment Group, Inc. | 5.62% | Reduce -1.7% | 462,724 | $30.1M |
| Bleakley Financial Group, LLC | 0.89% | Add +7076.3% | 456,056 | $29.7M |
| Cerity Partners LLC | 0.06% | Add +9.8% | 449,235 | $29.2M |
| Divergent Planning, LLC | 9.99% | Add +187.0% | 455,407 | $29.2M |
| Choreo, LLC | 0.42% | Reduce -0.7% | 445,543 | $29.0M |
| Kwmg, LLC | 2.88% | Reduce -1.4% | 429,869 | $28.0M |
| Foster Group, Inc. | 1.04% | Reduce -15.4% | 420,528 | $27.4M |
| Comerica Bank | 0.11% | Reduce -15.6% | 400,433 | $26.1M |
| Tanager Wealth Management LLP | 3.31% | Add +4.8% | 391,715 | $25.5M |
| Bouchey Financial Group, Ltd. | 2.15% | Add +0.4% | 378,191 | $24.6M |
| DAVENPORT & Co LLC | 0.14% | Add +7.0% | 375,898 | $24.5M |
| Mariner, LLC | 0.04% | Add +11.0% | 370,978 | $24.1M |
| First National Trust Co | 0.89% | Add +3.1% | 365,963 | $23.8M |
| Tillman Hartley LLC | 6.64% | Reduce -1.2% | 355,305 | $23.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.53% | Reduce -1.9% | 350,393 | $22.8M |
| Market Street Wealth Management Advisors LLC | 3.78% | Reduce -1.1% | 345,606 | $22.5M |
| Heritage Wealth Management, Inc./Texas | 13.15% | Add +3.4% | 343,192 | $22.3M |
| DecisionPoint Financial, LLC | 6.32% | Add +6.2% | 317,676 | $20.7M |
| Phillips Financial Management, LLC | 1.62% | Add +42.7% | 317,240 | $20.6M |
| Planning Center, Inc. | 2.56% | Reduce -2.7% | 310,231 | $20.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Add +1.5% | 307,677 | $20.0M |
| Captrust Financial Advisors | 0.06% | Add +4.5% | 301,929 | $19.6M |
| New Hampshire Trust | 4.08% | Add +3.6% | 297,854 | $19.4M |
| Jackson Thornton Wealth Management, LLC | 2.41% | Reduce -1.6% | 292,651 | $19.0M |
| Builder Investment Group Inc. | 5.16% | Reduce -0.1% | 291,959 | $19.0M |
| Hurlow Wealth Management Group, Inc. | 5.83% | Add +5.5% | 286,685 | $18.7M |
| McLean Asset Management Corp | 5.53% | Reduce -0.4% | 282,865 | $18.4M |
| Tilson Financial Group, Inc. | 7.51% | Add +1.3% | 282,660 | $18.4M |
| Your Advocates Ltd., LLP | 7.27% | Add +3.5% | 281,175 | $18.3M |
| Disciplined Equity Management, Inc. | 11.82% | Reduce -2.2% | 280,296 | $18.2M |
| Arax Advisory Partners | 1.13% | Add +0.8% | 275,808 | $17.9M |
| EnRich Financial Partners LLC | 5.86% | Add +0.3% | 270,226 | $17.6M |
| Invst, LLC | 2.12% | Add +5283.6% | 268,533 | $17.5M |
| Morgan Stanley | 0.00% | Add +18.6% | 264,045 | $17.2M |
| Cetera Investment Advisers | 0.04% | Add +19.9% | 263,332 | $17.1M |
| Pillar Financial Advisors, LLC | 12.74% | — | 255,825 | $16.6M |
| Pinney & Scofield, Inc. | 12.56% | — | 254,770 | $16.6M |
| Financial Synergies Wealth Advisors, Inc. | 2.02% | Add +2.4% | 250,598 | $16.3M |
| Dynamic Advisor Solutions LLC | 0.70% | Add +1.0% | 250,215 | $16.3M |
| Mission Wealth Management, LP | 0.39% | Add +20.0% | 248,720 | $16.2M |
| AdvisorNet Financial, Inc | 1.35% | Add +6.9% | 248,194 | $16.2M |
| Forum Private Client Group LLC | 7.18% | Add +3.4% | 247,744 | $16.1M |
| Stadion Money Management, LLC | 1.19% | New | 233,259 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -0.6% | 231,392 | $15.1M |
| Lutz Financial Services LLC | 1.21% | Add +0.4% | 229,625 | $14.9M |
| Armor Investment Advisors, LLC | 6.11% | Add +4.9% | 228,374 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Add +16.4% | 225,839 | $14.7M |
| West Financial Advisors, LLC | 2.81% | Add +0.6% | 223,962 | $14.6M |
| Timonier Family Office, LTD. | 7.48% | — | 223,866 | $14.6M |
| Parkwoods Wealth Partners, LLC | 11.10% | Add +0.9% | 214,421 | $14.0M |
| Factor Wealth Management LTD | 4.62% | — | 213,985 | $13.9M |
| PBMares Wealth Management LLC | 2.79% | Add +4.1% | 209,735 | $13.6M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -0.2% | 209,338 | $13.6M |
| OneDigital Investment Advisors LLC | 0.15% | Add +7.7% | 202,257 | $13.2M |
| HUB Investment Partners, LLC | 0.54% | Add +10.6% | 197,806 | $12.9M |
| Granite Harbor Advisors, Inc. | 7.11% | Add +1.6% | 197,658 | $12.9M |
| Farther Finance Advisors, LLC | 0.46% | Reduce -2.9% | 197,154 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.0% | 196,073 | $12.8M |
| McGlone Suttner Wealth Management, Inc. | 2.07% | Add +35.2% | 190,729 | $12.4M |
| Mendota Financial Group, LLC | 8.03% | Reduce -14.2% | 190,388 | $12.4M |
| Williams Financial, LLC | 7.69% | Add +0.3% | 189,857 | $12.4M |
| Larson Financial Group LLC | 0.64% | Reduce -7.4% | 189,244 | $12.3M |
| Aire Advisors, LLC | 2.53% | Add +3.5% | 188,617 | $12.3M |
| G2 Capital Management, LLC / Oh | 3.53% | Add +1.0% | 183,910 | $12.0M |
| Allworth Financial LP | 0.06% | Add +11.5% | 172,243 | $11.7M |
| American Investment Services, Inc. | 1.99% | Reduce -0.5% | 173,019 | $11.3M |
| PCA Investment Advisory Services Inc. | 5.19% | Reduce -0.9% | 172,198 | $11.2M |
| Monograph Wealth Advisors, LLC | 1.48% | Add +1.9% | 171,925 | $11.2M |
| Cwm, LLC | 0.05% | Reduce -6.4% | 171,744 | $11.2M |
| Sterling Wealth Management, Inc. | 4.07% | Add +4.3% | 169,528 | $11.0M |
| Cardiff Park Advisors, LLC | 1.04% | Reduce -0.5% | 167,361 | $10.9M |
| Stifel Financial Corp. | 0.01% | Add +9.5% | 166,663 | $10.8M |
| Spinnaker Investment Group, LLC | 2.61% | Add +0.2% | 166,349 | $10.8M |
| Navigoe, LLC | 10.57% | — | 166,322 | $10.8M |
| Midwest Heritage Bank, FSB | 4.97% | Add +0.8% | 164,520 | $10.7M |
| Advisory Alpha, LLC | 0.37% | Add +5.1% | 159,833 | $10.4M |
| WorthPointe, LLC | 4.31% | Reduce -1.5% | 159,326 | $10.4M |
| Bannerman Wealth Management Group, LLC | 8.57% | — | 159,254 | $10.4M |
| Allodium Investment Consultants, LLC | 8.64% | — | 158,916 | $10.3M |
| Enzi Wealth | 3.94% | Add +1.3% | 152,721 | $10.3M |
| Trinity Financial Advisors LLC | 3.88% | Add +21.9% | 157,185 | $10.2M |
| Wescott Financial Advisory Group, LLC | 1.02% | Add +1.9% | 151,445 | $9.9M |
| One Capital Management, LLC | 0.32% | Reduce -3.9% | 149,540 | $9.7M |
| Forum Financial Management, LP | 0.16% | Add +15.4% | 149,086 | $9.7M |
| Bridgewater Advisors Inc. | 1.00% | Reduce -2.0% | 146,949 | $9.6M |
| Earned Wealth Advisors, LLC | 3.06% | Add +2.0% | 147,219 | $9.6M |
| Summit Wealth Group, LLC | 2.77% | Add +4.0% | 146,735 | $9.5M |
| Hill Island Financial LLC | 2.74% | New | 144,015 | $9.4M |
| Colorado Capital Management, Inc. | 4.51% | Add +11.3% | 142,945 | $9.3M |
| Envision Financial Planning, LLC | 4.78% | Add +0.5% | 142,264 | $9.3M |
| Burk Holdings LLC | 7.41% | — | 140,809 | $9.2M |
| Gemmer Asset Management LLC | 0.88% | Reduce -0.2% | 137,734 | $9.0M |
| BWM Planning, LLC | 3.90% | Reduce -4.3% | 137,608 | $9.0M |
| Daner Wealth Management, LLC | 6.56% | — | 131,685 | $8.9M |
| Cascade Wealth Advisors, Inc | 6.05% | Reduce -1.0% | 137,307 | $8.9M |
| Tassel Capital Management, Inc. | 7.87% | — | 136,385 | $8.9M |
| MAI Capital Management | 0.07% | Reduce -3.9% | 136,018 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Add +9.5% | 133,237 | $8.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +101.1% | 132,539 | $8.6M |
| 1900 Wealth Management LLC | 0.72% | Reduce -2.4% | 131,091 | $8.5M |
| Spire Wealth Management | 0.26% | Add +1.1% | 130,317 | $8.5M |
| Acorn Creek Capital LLC | 4.28% | Add +4.9% | 127,951 | $8.3M |
| Dravo Bay LLC | 4.02% | Add +9.5% | 127,496 | $8.3M |
| Yardley Wealth Management LLC | 4.00% | Add +19.9% | 126,713 | $8.2M |
| FLC Capital Advisors | 1.88% | Add +4.2% | 125,193 | $8.1M |
| Atria Investments, Inc | 0.10% | Add +1105.6% | 125,065 | $8.1M |
| Ruedi Wealth Management, Inc. | 2.56% | Add +6.8% | 124,562 | $8.1M |
| Keb Asset Management, LLC | 2.30% | Reduce -1.1% | 122,952 | $8.0M |
| TFO Wealth Partners, LLC | 3.79% | Reduce -0.2% | 122,577 | $8.0M |
| Wood Tarver Financial Group, LLC | 2.58% | — | 118,601 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +42.7% | 117,373 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -20.6% | 117,353 | $7.6M |
| Cedar Point Capital Partners, LLC | 5.10% | Reduce -2.4% | 115,767 | $7.5M |
| Aegis Wealth Management LLC | 5.09% | — | 115,674 | $7.5M |
| CarsonAllaria Wealth Management, Ltd. | 4.30% | Add +2.0% | 115,523 | $7.5M |
| Alpha Financial Advisors, LLC | 3.39% | Reduce -3.5% | 115,070 | $7.5M |
| Pacific Sage Partners, LLC | 1.71% | Add +3.2% | 114,886 | $7.5M |
| Ruggaard & Associates LLC | 3.26% | Add +4.9% | 114,196 | $7.4M |
| Aspiriant, LLC | 0.27% | Reduce -0.4% | 113,748 | $7.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.9% | 113,619 | $7.4M |
| First National Bank Sioux Falls | 3.13% | Add +7.5% | 112,981 | $7.4M |
| Ballentine Capital Advisors, Inc | 3.80% | Reduce -0.2% | 112,646 | $7.3M |
| Lam Group, Inc. | 5.21% | Add +1.0% | 112,290 | $7.3M |
| Park Avenue Securities LLC | 0.07% | Add +12.3% | 109,464 | $7.1M |
| GEM Asset Management, LLC | 3.97% | Add +4.7% | 109,353 | $7.1M |
| US Financial Advisors, LLC | 2.18% | Add +2.8% | 108,981 | $7.1M |
| Pinnacle Financial Group, LLC / IL | 2.68% | Reduce -1.1% | 105,222 | $6.8M |
| Claris Advisors, LLC / Mo / | 2.57% | Add +0.1% | 104,957 | $6.8M |
| Hardy Reed LLC | 0.60% | Reduce -2.0% | 104,685 | $6.8M |
| Criterion Capital Advisors, LLC | 4.25% | No change | 112,247 | $6.7M |
| CGN Advisors LLC | 0.65% | Reduce -2.3% | 103,433 | $6.7M |
| Vermillion Wealth Management, Inc. | 3.41% | — | 102,434 | $6.7M |
| VeraBank, N.A. | 1.80% | Add +5.8% | 97,875 | $6.4M |
| Efficient Advisors, LLC | 0.40% | Add +13.5% | 96,221 | $6.3M |
| KMT Wealth Management, LLC | 4.98% | — | 95,461 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +11.2% | 95,077 | $6.2M |
| Zhang Financial LLC | 0.35% | Reduce -1.9% | 94,290 | $6.1M |
| Rf&l Wealth Management, LLC | 4.34% | Reduce -0.1% | 94,222 | $6.1M |
| Meriwether Wealth & Planning, LLC | 4.23% | — | 91,272 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +13.6% | 90,748 | $5.9M |
| JDH Wealth Management, LLC | 5.16% | — | 90,349 | $5.9M |
| JMG Financial Group, Ltd. | 0.20% | Add +2.8% | 89,956 | $5.9M |
| Andrews, Lucia Wealth Management LLC | 3.90% | Add +0.3% | 90,037 | $5.8M |
| KPP Advisory Services LLC | 1.34% | Add +2.5% | 87,603 | $5.7M |
| Kooman & Associates | 2.03% | Add +4.7% | 86,181 | $5.6M |
| CX Institutional | 0.22% | Add +5.1% | 85,739 | $5.6M |
| Curio Wealth, LLC | 2.99% | — | 85,287 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +16.6% | 83,732 | $5.4M |
| Bordeaux Wealth Advisors LLC | 0.87% | Reduce -8.1% | 83,564 | $5.4M |
| Acas, LLC | 3.92% | Add +13.8% | 78,236 | $5.3M |
| Pinkerton Wealth, LLC | 0.76% | Add +0.9% | 80,259 | $5.2M |
| Seneschal Advisors, LLC | 4.34% | — | 79,722 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -8.5% | 78,770 | $5.1M |
| Investmark Advisory Group LLC | 2.49% | Add +3.3% | 77,904 | $5.1M |
| Physician Wealth Advisors, Inc. | 0.85% | Reduce -2.1% | 76,919 | $5.0M |
| Altiora Financial Group, LLC | 1.08% | Add +4.0% | 76,418 | $5.0M |
| Bayshore Asset Management, LLC | 2.27% | Reduce -2.1% | 75,836 | $4.9M |
| Parker Financial LLC | 2.33% | Add +26.8% | 73,970 | $4.7M |
| Waterfront Wealth Inc. | 1.15% | Add +0.1% | 72,746 | $4.7M |
| EverSource Wealth Advisors, LLC | 0.26% | Add +22.1% | 71,649 | $4.7M |
| Aurelius Family Office LLC | 2.34% | — | 71,394 | $4.6M |
| Vestia Personal Wealth Advisors | 3.74% | Add +3.4% | 69,879 | $4.5M |
| Investment Planning Advisors, Inc. | 1.96% | Reduce -15.0% | 69,100 | $4.5M |
| FMB Wealth Management | 2.53% | Reduce -0.9% | 68,917 | $4.5M |
| Cordant, Inc. | 2.33% | Add +2.1% | 68,127 | $4.4M |
| Sageworth Trust Co of South Dakota | 5.60% | Add +6.3% | 67,988 | $4.4M |
| Discipline Wealth Solutions, LLC | 2.04% | Add +13.2% | 67,592 | $4.4M |
| Kondo Wealth Advisors, Inc. | 2.23% | — | 67,466 | $4.4M |
| Hill Investment Group Partners, LLC | 0.58% | Reduce -25.0% | 66,939 | $4.4M |
| Well Done, LLC | 0.79% | No change | 66,955 | $4.3M |
| CLG LLC | 1.54% | — | 66,455 | $4.3M |
| Kraft Asset Management, LLC | 3.32% | Add +1.0% | 64,544 | $4.3M |
| Apella Capital, LLC | 0.16% | Reduce -0.6% | 64,937 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.6% | 60,907 | $4.2M |
| CPA Asset Management Group, LLC | 1.92% | Add +14.4% | 63,387 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.4% | 63,360 | $4.1M |
| Main Street Financial Solutions, LLC | 0.41% | Add +12.6% | 63,176 | $4.1M |
| First Financial Group Corp | 4.46% | — | 61,938 | $4.0M |
| M Financial Asset Management, Inc. | 19.30% | Reduce -6.7% | 61,293 | $4.0M |
| Forza Wealth Management, LLC | 1.80% | Add +24.9% | 60,748 | $4.0M |
| First Western Trust Bank | 0.18% | Add +0.7% | 60,696 | $4.0M |
| Efficient Frontier Advisors LLC | 2.54% | Add +0.1% | 58,992 | $3.8M |
| Wealthspan Partners, LLC | 1.83% | Add +10.1% | 58,899 | $3.8M |
| Strategic Investment Solutions, Inc. | 1.28% | Add +8.3% | 61,921 | $3.8M |
| TruNorth Capital Management, LLC | 1.04% | Reduce -0.7% | 58,215 | $3.8M |
| D.A. Davidson & Co. | 0.03% | Add +1.2% | 57,838 | $3.8M |
| IronBridge Private Wealth, LLC | 1.36% | Reduce -2.8% | 57,021 | $3.7M |
| Hiley Hunt Wealth Management | 2.05% | Add +4.3% | 56,888 | $3.7M |
| Cascade Financial Partners, LLC | 0.48% | Add +2.9% | 56,840 | $3.7M |
| Webster Bank, N. A. | 0.40% | New | 56,574 | $3.7M |
| SC&H Financial Advisors, Inc. | 0.75% | Add +7.4% | 55,548 | $3.6M |
| Investment Advisory Group, LLC | 1.18% | Add +0.2% | 54,075 | $3.5M |
| DBK Financial Counsel, LLC | 3.52% | Add +3.7% | 53,613 | $3.5M |
| Altura Wealth Advisors Inc. | 2.56% | Reduce -9.7% | 53,453 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 52,924 | $3.4M |
| Physician Wealth Solutions Inc. | 1.72% | No change | 52,865 | $3.4M |
| TAGStone Capital, Inc. | 1.69% | Reduce -0.4% | 52,662 | $3.4M |
| Grunden Financial Advisory, Inc. | 1.63% | Add +0.4% | 52,005 | $3.4M |
| Cordgrass Capital Advisors, LLC | 0.97% | Add +0.0% | 51,536 | $3.4M |
| Blue Trust, Inc. | 0.04% | Add +68.5% | 51,096 | $3.3M |
| M Wealth Management, LLC | 3.00% | — | 50,530 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.08% | Reduce -2.5% | 50,351 | $3.3M |
| Sandy Spring Bank | 0.13% | Add +6.3% | 50,029 | $3.3M |
| Freedom Investment Management, Inc. | 0.27% | Add +0.6% | 50,027 | $3.3M |
| RFG Advisory, LLC | 0.09% | Add +0.5% | 49,699 | $3.2M |
| PFG Advisors | 0.20% | Add +5.7% | 49,027 | $3.2M |
| Kelleher Financial Advisors | 1.20% | Add +1.0% | 48,783 | $3.2M |
| WESCAP Management Group, Inc. | 0.77% | New | 48,650 | $3.2M |
| IHT Wealth Management, LLC | 0.10% | Reduce -26.2% | 48,614 | $3.2M |
| Cambridge Financial Group, LLC | 1.34% | Reduce -10.9% | 48,181 | $3.1M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -6.0% | 47,594 | $3.1M |
| Platform Technology Partners | 0.93% | Add +9.7% | 47,302 | $3.1M |
| Dopkins Wealth Management, LLC | 1.57% | Add +57.3% | 47,255 | $3.1M |
| Sachem Hill LLC | 0.63% | Add +1.2% | 46,619 | $3.0M |
| Narus Financial Partners, LLC | 1.02% | Add +14.9% | 46,414 | $3.0M |
| FinDec Wealth Services, Inc. | 2.08% | Reduce -11.5% | 46,099 | $3.0M |
| Blume Capital Management, Inc. | 0.67% | Add +0.6% | 45,914 | $3.0M |
| Strathmore Capital Advisors, Inc. | 2.16% | — | 45,669 | $3.0M |
| Parkworth Wealth Management, Inc. | 2.46% | — | 45,441 | $3.0M |
| Vantage Point Financial LLC | 1.55% | — | 44,234 | $2.9M |
| RS Crum Inc. | 0.71% | Reduce -0.6% | 44,191 | $2.9M |
| Collective Family Office LLC | 0.78% | Add +14.4% | 43,508 | $2.8M |
| Mason & Associates Inc | 0.67% | Add +28.6% | 43,442 | $2.8M |
| Birchcreek Wealth Management, LLC | 1.77% | Add +41.4% | 43,398 | $2.8M |
| HTG Investment Advisors, Inc. | 1.29% | Reduce -0.4% | 43,239 | $2.8M |
| Quadcap Wealth Management, LLC | 0.41% | Reduce -0.1% | 42,618 | $2.8M |
| Smartleaf Asset Management LLC | 0.28% | Reduce -2.5% | 42,450 | $2.8M |
| Legacy Financial Group, Inc. | 0.89% | Add +9.4% | 42,349 | $2.8M |
| Wade Financial Advisory, Inc | 0.93% | No change | 42,203 | $2.7M |
| TCP Asset Management, LLC | 0.61% | Add +2.7% | 42,192 | $2.7M |
| Financial Connections Group, Inc. | 1.31% | Reduce -1.5% | 41,948 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +2.3% | 41,910 | $2.7M |
| Syverson Strege & Co | 0.90% | Add +0.2% | 41,655 | $2.7M |
| LVZ, Inc. | 0.35% | Add +14.2% | 41,631 | $2.7M |
| Pettinga Financial Advisors LLC | 0.61% | Add +36.8% | 41,157 | $2.7M |
| Wealthstream Advisors, Inc. | 0.48% | Reduce -0.3% | 40,128 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +30.1% | 39,403 | $2.6M |
| Great Point Wealth Advisors, LLC | 0.56% | Reduce -1.7% | 39,238 | $2.6M |
| BCM Advisors, LLC | 0.57% | Add +2.1% | 37,647 | $2.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +17.2% | 39,109 | $2.5M |
| Ariadne Wealth Management, LP | 1.16% | Add +23.6% | 37,909 | $2.5M |
| Capstone Wealth Management, LLC | 2.41% | — | 37,941 | $2.5M |
| Meridian Wealth Partners, LLC | 0.36% | Add +8.3% | 36,901 | $2.4M |
| Pacific Asset Management, LLC | 2.25% | — | 36,809 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Reduce -3.8% | 35,989 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +0.5% | 35,800 | $2.3M |
| Baker Boyer National Bank | 0.80% | Reduce -8.8% | 35,758 | $2.3M |
| Willow Creek Wealth Management Inc. | 0.24% | Reduce -0.8% | 35,609 | $2.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +14.1% | 35,609 | $2.3M |
| Cypress Wealth Services, LLC | 0.46% | Reduce -0.5% | 35,372 | $2.3M |
| Trace Wealth Advisors, LLC | 2.06% | — | 35,314 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.3% | 35,124 | $2.3M |
| Ironwood Financial, llc | 0.48% | No change | 34,917 | $2.3M |
| Strategent Financial, LLC | 2.25% | — | 34,761 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +84.5% | 34,761 | $2.3M |
| Concord Wealth Partners | 0.37% | Reduce -2.5% | 34,392 | $2.2M |
| Lauer Wealth, LLC | 1.48% | Add +10.1% | 33,923 | $2.2M |
| StrongBox Wealth, LLC | 0.93% | Add +20.2% | 33,921 | $2.2M |
| Riggs Capital Management LLC | 2.17% | — | 33,907 | $2.2M |
| Resonant Capital Advisors, LLC | 0.16% | Add +3.0% | 33,593 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +11.7% | 32,757 | $2.1M |
| HM Payson & Co. | 0.04% | No change | 31,990 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Add +5.6% | 31,637 | $2.1M |
| Five Oceans Advisors | 0.94% | Reduce -6.1% | 31,568 | $2.1M |
| Sutton Place Investors LLC | 1.19% | Add +2.1% | 31,550 | $2.1M |
| Hemington Wealth Management | 0.48% | No change | 29,511 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.43% | Reduce -0.3% | 29,261 | $1.9M |
| Tortoise Investment Management, LLC | 0.20% | Add +0.5% | 29,252 | $1.9M |
| WCG Wealth Advisors LLC | 0.13% | Add +14.5% | 29,188 | $1.9M |
| Mather Group, Llc. | 0.02% | Reduce -0.7% | 29,102 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Add +0.6% | 28,757 | $1.9M |
| Alexander Labrunerie & Co., Inc. | 0.84% | Add +62.5% | 28,756 | $1.9M |
| JFS Wealth Advisors, LLC | 0.13% | Add +0.0% | 28,682 | $1.9M |
| Westmount Partners, LLC | 0.56% | No change | 28,543 | $1.9M |
| Retirement Guys Formula LLC | 0.93% | Reduce -13.0% | 28,382 | $1.8M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -49.9% | 28,011 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.74% | — | 28,004 | $1.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.55% | Add +0.1% | 27,953 | $1.8M |
| AQR Capital Management | 0.00% | Add +0.2% | 27,389 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -20.4% | 27,154 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.0% | 25,923 | $1.8M |
| AG Asset Advisory, LLC | 1.72% | — | 26,455 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 26,379 | $1.7M |
| Aspen Wealth Management LLC | 0.51% | Reduce -52.1% | 26,222 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -24.3% | 26,187 | $1.7M |
| Tiaa Trust, National Association | 0.01% | No change | 25,574 | $1.7M |
| Maryland Capital Advisors Inc. | 0.76% | Add +8.7% | 25,239 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.40% | Add +0.9% | 24,956 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 24,934 | $1.6M |
| 180 Wealth Advisors, LLC | 0.24% | Add +48.4% | 24,018 | $1.6M |
| Shearwater Capital LLC | 1.06% | Reduce -0.5% | 23,958 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +2.2% | 23,448 | $1.5M |
| Moody National Bank Trust Division | 0.16% | New | 22,837 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.90% | Reduce -1.3% | 22,790 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.2% | 22,777 | $1.5M |
| Fca Corp. | 0.45% | Add +2.3% | 22,178 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +66.9% | 22,089 | $1.4M |
| Awm Capital, LLC | 0.18% | Reduce -2.8% | 22,038 | $1.4M |
| Berger Financial Group, Inc | 0.10% | Add +268.4% | 21,918 | $1.4M |
| VSM Wealth Advisory, LLC | 0.51% | — | 21,827 | $1.4M |
| Morris Financial Concepts, Inc. | 0.60% | Add +2.4% | 21,665 | $1.4M |
| Eagle Strategies LLC | 0.24% | Add +3.5% | 21,563 | $1.4M |
| Cahill Wealth Management, LLC | 0.71% | Add +15.1% | 21,414 | $1.4M |
| Curi Capital, LLC | 0.03% | Reduce -10.8% | 21,354 | $1.4M |
| Teachers Insurance & Annuity Association of America | 1.82% | No change | 21,127 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.2% | 21,054 | $1.4M |
| Elevation Wealth Partners, LLC | 0.57% | Reduce -0.7% | 20,908 | $1.4M |
| Quantum Financial Advisors, LLC | 0.21% | No change | 20,700 | $1.3M |
| Accredited Wealth Management, LLC | 1.18% | — | 20,688 | $1.3M |
| Squire Investment Management Company, LLC | 0.59% | Add +3.6% | 20,614 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.0% | 20,581 | $1.3M |
| Wealth Advisors Northwest LLC | 0.90% | — | 20,273 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Reduce -0.7% | 20,255 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.9% | 19,977 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -7.5% | 19,854 | $1.3M |
| Cassady Schiller Wealth Management, LLC | 0.47% | Reduce -0.8% | 19,763 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Add +22.6% | 19,683 | $1.3M |
| Quantinno Capital Management LP | 0.01% | No change | 19,604 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.41% | Add +6.0% | 19,316 | $1.3M |
| Mayfair Advisory Group, LLC | 0.74% | Add +19.6% | 19,211 | $1.3M |
| Pinnacle Bancorp, Inc. | 0.40% | Add +0.9% | 19,129 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,085 | $1.2M |
| Asset Dedication, LLC | 0.10% | Reduce -4.8% | 18,985 | $1.2M |
| Clarity Capital Advisors, LLC | 0.83% | Add +0.3% | 18,929 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.5% | 18,836 | $1.2M |
| South Plains Financial, Inc. | 0.93% | — | 18,727 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.35% | Add +27.4% | 18,595 | $1.2M |
| SpringVest Wealth Management LLC | 1.03% | — | 18,517 | $1.2M |
| Warwick Investment Management, Inc. | 0.25% | Add +0.2% | 18,370 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +3.8% | 18,256 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.16% | Add +0.2% | 17,270 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -1.3% | 17,904 | $1.2M |
| Institute for Wealth Management, LLC. | 0.14% | No change | 17,625 | $1.1M |
| WPWealth LLP | 0.23% | Add +131.8% | 17,571 | $1.1M |
| Olistico Wealth, LLC | 0.66% | Add +0.0% | 17,413 | $1.1M |
| Stevens Capital Partners | 0.51% | Add +4.5% | 17,140 | $1.1M |
| Prospect Financial Group LLC | 1.37% | — | 17,132 | $1.1M |
| Florida Trust Wealth Management Co | 0.04% | Add +3.0% | 17,120 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +2.3% | 17,026 | $1.1M |
| Renaissance Technologies | 0.00% | New | 17,000 | $1.1M |
| Cathy Pareto & Associates, Inc. | 1.02% | — | 16,995 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | Add +1.1% | 16,990 | $1.1M |
| Montag A & Associates Inc. | 0.05% | No change | 16,918 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.54% | Add +12.4% | 16,794 | $1.1M |
| Citadel Advisors | 0.00% | New | 16,732 | $1.1M |
| Edge Financial Advisors LLC | 0.97% | Add +7.2% | 16,657 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.5% | 16,611 | $1.1M |
| Financial Insights, Inc. | 0.42% | Reduce -5.9% | 16,559 | $1.1M |
| Beta Wealth Group, Inc. | 0.47% | Add +1.4% | 16,253 | $1.1M |
| Michael A. Dubis Financial Planning, LLC | 1.01% | — | 16,038 | $1.0M |
| Powers Advisory Group, LLC | 0.52% | Add +9.4% | 15,845 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.5% | 15,398 | $1.0M |
| Verus Wealth Management, LLC | 1.12% | — | 15,286 | $995K |
| Ameriprise Financial Inc. | 0.00% | Add +100.9% | 15,141 | $985K |
| Summit Trail Advisors, LLC | 0.04% | No change | 15,085 | $982K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.0% | 14,676 | $955K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.0% | 14,676 | $955K |
| US Bancorp \de | 0.00% | Add +5.8% | 14,530 | $946K |
| IFG Advisory, LLC | 0.05% | Add +6.0% | 14,332 | $933K |
| BetterWealth, LLC | 0.26% | Add +0.2% | 14,295 | $930K |
| KM Capital Management Ltd. | 0.48% | Reduce -19.8% | 14,235 | $926K |
| Smith, Moore & Co. | 0.08% | Add +1.6% | 14,231 | $926K |
| Axis Wealth Partners, LLC | 0.77% | — | 14,091 | $917K |
| BCO Wealth Management LLC | 0.76% | — | 14,032 | $913K |
| Jentner Corp | 0.26% | Reduce -2.0% | 13,813 | $899K |
| Verus Financial Partners, Inc. | 0.10% | Add +0.3% | 13,952 | $895K |
| Root Financial Partners, LLC | 0.11% | Reduce -17.0% | 13,689 | $891K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +5.3% | 13,598 | $885K |
| Commerce Bank | 0.01% | No change | 13,502 | $879K |
| Websterrogers Financial Advisors, LLC | 0.30% | Reduce -0.6% | 13,196 | $859K |
| Samalin Investment Counsel, LLC | 0.37% | Add +13.3% | 13,170 | $857K |
| Colony Family Offices, LLC | 0.27% | Add +3.9% | 13,094 | $852K |
| Total Wealth Planning, LLC | 0.13% | New | 13,023 | $848K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -10.9% | 12,915 | $840K |
| IFG Advisors, LLC | 0.17% | Add +20.7% | 12,908 | $840K |
| Clark Asset Management, LLC | 0.16% | Add +8.2% | 12,758 | $830K |
| Werba Rubin Papier Wealth Management | 0.20% | Reduce -0.1% | 12,738 | $829K |
| Centaurus Financial, Inc. | 0.05% | Add +2.3% | 12,656 | $824K |
| Red Lighthouse Investment Management, LLC | 0.32% | Reduce -38.1% | 12,521 | $815K |
| Dodds Wealth, LLC | 0.26% | Reduce -7.8% | 12,018 | $814K |
| Embree Financial Group | 0.14% | Add +94.9% | 12,331 | $803K |
| L & S Advisors Inc | 0.10% | Add +4.1% | 12,165 | $792K |
| SVB Wealth LLC | 0.01% | New | 12,056 | $785K |
| Betterment LLC | 0.00% | Add +8.2% | 11,559 | $752K |
| Chokshi & Queen Wealth Advisors, Inc | 0.46% | — | 11,488 | $748K |
| Peninsula Wealth, LLC | 0.13% | Add +0.2% | 11,412 | $743K |
| CW Advisors, LLC | 0.01% | Add +23.1% | 11,359 | $739K |
| ARK & TLK Investments, LLC | 0.26% | Add +11.0% | 11,317 | $737K |
| Greenspring Advisors, LLC | 0.16% | Reduce -5.2% | 11,179 | $728K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 11,159 | $726K |
| Porter White Investment Advisors, Inc. | 0.37% | No change | 11,110 | $723K |
| Parkside Financial Bank & Trust | 0.10% | Add +37.5% | 11,099 | $722K |
| 25 LLC | 0.31% | Add +0.2% | 11,078 | $721K |
| Diversified Trust Co. | 0.02% | Add +2.8% | 11,013 | $717K |
| Mills Wealth Advisors LLC | 0.41% | Add +9.1% | 10,961 | $713K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 10,710 | $697K |
| Sowell Financial Services LLC | 0.04% | New | 10,622 | $691K |
| HTLF Bank | 0.08% | Reduce -0.1% | 10,582 | $689K |
| SJS Investment Consulting Inc. | 0.12% | No change | 10,529 | $685K |
| Graver Capital Management, LLC | 0.71% | — | 10,426 | $679K |
| Apollon Wealth Management, LLC | 0.02% | Add +16.0% | 10,384 | $676K |
| Essex Financial Services, Inc. | 0.05% | Add +6.8% | 10,343 | $673K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -1.6% | 10,309 | $671K |
| Beacon Financial Advisory LLC | 0.22% | Add +7.1% | 10,299 | $670K |
| Abacus Wealth Partners, LLC | 0.10% | Reduce -28.7% | 10,293 | $670K |
| CWA Asset Management Group, LLC | 0.03% | No change | 10,189 | $663K |
| FMR LLC | 0.00% | Add +85.6% | 10,138 | $660K |
| Black Point Wealth Management | 0.75% | Add +3.7% | 9,996 | $651K |
| TrueWealth Advisors, LLC | 0.22% | Add +10.1% | 9,962 | $648K |
| Measured Wealth Private Client Group, LLC | 0.21% | Reduce -3.7% | 9,895 | $644K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Reduce -12.8% | 9,838 | $640K |
| CVA Family Office, LLC | 0.10% | Add +265.1% | 9,689 | $631K |
| CWS Financial Advisors, LLC | 0.20% | Add +26.0% | 9,681 | $630K |
| Sigma Planning Corp | 0.02% | Add +3.5% | 9,568 | $623K |
| Seven Mile Advisory | 0.40% | Add +0.3% | 9,559 | $622K |
| Signaturefd, LLC | 0.01% | No change | 9,556 | $622K |
| Cladis Investment Advisory, LLC | 0.43% | Reduce -11.4% | 9,358 | $609K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,328 | $607K |
| Avior Wealth Management, LLC | 0.02% | Add +2.7% | 9,323 | $607K |
| Watershed Private Wealth LLC | 0.24% | No change | 9,275 | $604K |
| Kavar Capital Partners Group, LLC | 0.10% | Add +0.1% | 9,269 | $603K |
| Capital Investment Advisors, LLC | 0.01% | No change | 9,026 | $587K |
| Evoke Wealth, LLC | 0.02% | No change | 8,952 | $583K |
| Keybank National Association | 0.00% | No change | 8,943 | $582K |
| Peavine Capital, LLC | 0.15% | No change | 8,891 | $579K |
| Mullaney, Keating & Wright, Inc. | 0.39% | Reduce -4.3% | 8,877 | $578K |
| Meridian Investment Counsel Inc. | 0.17% | No change | 8,799 | $573K |
| Professional Financial Advisors, LLC | 0.15% | New | 8,743 | $569K |
| Perigon Wealth Management, LLC | 0.01% | New | 8,493 | $567K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.6% | 8,712 | $567K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | No change | 8,462 | $551K |
| Goepper Burkhardt LLC | 0.22% | Add +163.4% | 8,363 | $544K |
| Sincerus Advisory, LLC | 0.57% | — | 8,210 | $534K |
| Global Trust Asset Management, LLC | 0.20% | Reduce -2.1% | 8,131 | $529K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -4.1% | 8,129 | $529K |
| Allegiance Financial Group Advisory Services LLC | 0.17% | Add +0.1% | 8,051 | $524K |
| PrairieView Partners, LLC | 0.05% | No change | 8,021 | $522K |
| &partners | 0.01% | New | 7,921 | $520K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.7% | 7,963 | $518K |
| Capital Management Associates, Inc | 0.19% | No change | 7,954 | $518K |
| Boyce & Associates Wealth Consulting, Inc. | 0.52% | Reduce -1.1% | 7,952 | $518K |
| S.A. Mason LLC | 0.27% | Add +0.8% | 7,766 | $505K |
| HFG Wealth Management, LLC | 0.33% | Reduce -19.1% | 7,765 | $504K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +8.7% | 7,728 | $503K |
| SIMA Wealth Partners, LLC | 0.42% | Reduce -13.3% | 7,592 | $494K |
| Wingate Wealth Advisors, Inc. | 0.48% | — | 7,573 | $493K |
| Wealthspire Retirement, LLC | 0.04% | Add +14.2% | 7,488 | $487K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,387 | $481K |
| Carlson Capital Management | 0.02% | Reduce -2.6% | 7,383 | $480K |
| CRA Financial Services, LLC | 0.08% | No change | 7,372 | $480K |
| Wealthcare Capital Management LLC | 0.05% | No change | 7,155 | $466K |
| Sanctuary Wealth Management, L.L.C. | 0.31% | Reduce -1.1% | 7,129 | $464K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.6% | 7,111 | $463K |
| Stone Summit Wealth LLC | 0.16% | Add +5.5% | 7,107 | $463K |
| Fort Point Capital Partners LLC | 0.05% | No change | 7,000 | $456K |
| LRI Investments, LLC | 0.04% | No change | 6,976 | $454K |
| Stegent Equity Advisors, Inc. | 0.45% | No change | 6,830 | $445K |
| Marcum Wealth, LLC | 0.04% | Add +0.3% | 6,788 | $442K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 6,770 | $441K |
| Private Trust Co. NA | 0.04% | Reduce -0.3% | 6,711 | $437K |
| Parallel Advisors, LLC | 0.01% | Add +8.9% | 6,706 | $436K |
| Coldstream Capital Management Inc. | 0.01% | Add +68.9% | 6,677 | $435K |
| Empower Advisory Group, LLC | 0.00% | Add +6.6% | 6,662 | $434K |
| MBM Wealth Consultants, LLC | 0.13% | No change | 6,670 | $433K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +6.1% | 6,643 | $432K |
| MPWM Advisory Solutions, LLC | 0.32% | — | 6,634 | $432K |
| Flagstar Securities, Inc. | 0.11% | Add +24.7% | 6,626 | $431K |
| Brighton Jones LLC | 0.01% | Reduce -0.1% | 6,607 | $430K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -9.3% | 6,599 | $429K |
| Bill Few Associates, Inc. | 0.15% | No change | 6,573 | $428K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 6,508 | $424K |
| Cross Staff Investments Inc | 0.29% | No change | 6,500 | $423K |
| Accretive Wealth Partners, LLC | 0.18% | No change | 6,445 | $419K |
| K2 Financial Inc. | 0.42% | — | 6,471 | $418K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,410 | $417K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -0.5% | 6,352 | $413K |
| Atlas Wealth LLC | 0.21% | No change | 6,245 | $406K |
| Financial Symmetry Inc | 0.28% | No change | 6,243 | $406K |
| Signature Wealth Management Group | 0.16% | Add +87.3% | 6,232 | $406K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 6,221 | $405K |
| Visionary Wealth Advisors | 0.02% | Add +0.1% | 6,127 | $399K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,121 | $398K |
| Amarillo National Bank | 0.07% | No change | 6,076 | $395K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,964 | $388K |
| Glenview Trust Co | 0.01% | New | 5,872 | $382K |
| Ancora Advisors LLC | 0.01% | No change | 5,813 | $378K |
| QRG Capital Management, Inc. | 0.00% | Add +62.6% | 5,777 | $376K |
| Sage Rhino Capital LLC | 0.08% | Reduce -1.0% | 5,769 | $375K |
| Quarry Hill Advisors, LLC | 0.25% | No change | 5,720 | $372K |
| Versant Capital Management, Inc | 0.08% | No change | 5,704 | $371K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +2.0% | 5,646 | $367K |
| Francis Financial, Inc. | 0.09% | No change | 5,634 | $367K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.3% | 5,632 | $367K |
| Hanover Advisors Inc. | 0.15% | Add +22.8% | 5,627 | $366K |
| Valued Wealth Advisors LLC | 0.23% | Add +21.2% | 5,611 | $365K |
| HB Wealth Management, LLC | 0.00% | No change | 5,599 | $364K |
| Waverly Advisors, LLC | 0.01% | No change | 5,592 | $364K |
| Catalina Capital Group, LLC | 0.12% | Add +10.1% | 5,568 | $362K |
| FineMark National Bank & Trust | 0.01% | Add +17.0% | 5,525 | $360K |
| Hilltop Holdings Inc. | 0.02% | Add +21.1% | 5,509 | $359K |
| Accredited Investor Services, LLC | 0.29% | — | 5,502 | $358K |
| Cadence Bank | 0.02% | No change | 5,485 | $357K |
| Ascent Group, LLC | 0.03% | No change | 5,476 | $356K |
| Montis Financial, LLC | 0.11% | Add +3.7% | 5,413 | $352K |
| Sovereign Investment Advisors, LLC | 0.10% | Add +2.7% | 5,332 | $347K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.0% | 5,289 | $345K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 5,302 | $345K |
| M.E. Allison & Co., Inc. | 0.38% | — | 5,270 | $343K |
| American Financial Advisors, LLC | 0.05% | Add +0.2% | 5,266 | $343K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -13.3% | 5,259 | $342K |
| Weaver Consulting Group | 0.10% | New | 5,227 | $340K |
| Summit Asset Management, LLC | 0.06% | No change | 5,217 | $340K |
| Sollinda Capital Management LLC | 0.09% | New | 5,145 | $335K |
| Argent Trust Co | 0.01% | Reduce -4.4% | 5,125 | $334K |
| Towneley Capital Management, Inc / DE | 0.08% | Reduce -72.3% | 5,125 | $334K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 5,113 | $333K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,104 | $332K |
| Ameritas Advisory Services, LLC | 0.01% | Add +37.8% | 5,096 | $332K |
| Asset Planning Corporation | 0.21% | No change | 5,069 | $330K |
| Wick Capital Partners, LLC | 0.10% | New | 5,029 | $327K |
| Mustard Seed Financial, LLC | 0.27% | Add +0.0% | 5,018 | $327K |
| Lido Advisors, LLC | 0.00% | Add +6.5% | 5,000 | $325K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,992 | $325K |
| Disciplined Investments, LLC | 0.16% | Reduce -1.4% | 4,978 | $324K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.5% | 4,958 | $323K |
| Milestone Asset Management Group, LLC | 0.29% | — | 4,956 | $323K |
| Lynch & Associates | 0.07% | Add +8.2% | 4,922 | $320K |
| Compound Planning, Inc. | 0.02% | Add +2.1% | 4,867 | $317K |
| Prudent Man Investment Management, Inc. | 0.17% | — | 4,818 | $314K |
| Meritas Wealth Management, LLC | 0.19% | No change | 4,814 | $313K |
| Rockwood Wealth Management, LLC | 0.03% | Add +0.1% | 4,818 | $313K |
| Smithfield Trust Co | 0.02% | No change | 4,765 | $312K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,781 | $311K |
| Cornerstone Advisory, LLC | 0.04% | No change | 4,650 | $310K |
| Arbor Wealth Advisors LLC | 0.28% | No change | 4,765 | $310K |
| Avant Financial Advisors LLC | 0.28% | — | 4,704 | $306K |
| SteelPeak Wealth, LLC | 0.01% | No change | 4,631 | $301K |
| Independent Advisor Alliance | 0.00% | New | 4,629 | $301K |
| SageView Advisory Group, LLC | 0.01% | New | 4,620 | $301K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,582 | $298K |
| M&T Bank Corp | 0.00% | No change | 4,543 | $296K |
| RKL Wealth Management LLC | 0.03% | No change | 4,453 | $290K |
| Synovus Financial Corp. | 0.00% | New | 4,433 | $289K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,400 | $286K |
| NewEdge Wealth, LLC | 0.00% | New | 4,381 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -15.0% | 4,379 | $285K |
| Old Second National Bank of Aurora | 0.06% | New | 4,279 | $278K |
| Summit Wealth Partners, LLC | 0.06% | No change | 4,270 | $278K |
| Tranquility Partners, LLC | 0.10% | Add +6.4% | 4,246 | $277K |
| Washington Trust Advisors, Inc. | 0.02% | Add +4.7% | 4,224 | $275K |
| MBE Wealth Management, LLC | 0.15% | Add +0.2% | 4,215 | $274K |
| Canvas Wealth Advisors, LLC | 0.07% | New | 4,139 | $269K |
| Family Investment Center, Inc. | 0.07% | Add +0.0% | 4,110 | $268K |
| GDS Wealth Management | 0.02% | No change | 4,099 | $267K |
| Silver Oak Advisory Group, Inc. | 0.14% | No change | 4,034 | $262K |
| Dakota Wealth Management | 0.01% | New | 3,975 | $259K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 3,971 | $258K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,945 | $257K |
| BluePointe Capital Management, LLC | 0.15% | Reduce -4.3% | 3,944 | $257K |
| Kestra Investment Management, LLC | 0.01% | New | 3,904 | $254K |
| Goldstein Advisors, LLC | 0.04% | Reduce -4.2% | 3,886 | $253K |
| Two West Capital Advisors LLC | 0.22% | Add +0.0% | 3,882 | $253K |
| XY Planning Network, Inc. | 0.19% | — | 3,819 | $249K |
| UMB Bank, n.a. | 0.00% | Add +89.3% | 3,819 | $249K |
| Watts Gwilliam & Co., LLC | 0.05% | Add +0.1% | 3,708 | $242K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 3,716 | $242K |
| Ellenbecker Investment Group | 0.04% | Reduce -15.5% | 3,676 | $239K |
| McIlrath & Eck, LLC | 0.03% | Add +0.3% | 3,670 | $239K |
| Oak Wealth Advisors LLC | 0.18% | — | 3,643 | $237K |
| Safeguard Financial, LLC | 0.05% | New | 3,626 | $236K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 3,545 | $231K |
| Intrepid Capital Management Inc. | 0.14% | Add +0.1% | 3,537 | $230K |
| Independent Financial Group, LLC | 0.01% | Add +10.9% | 3,535 | $230K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 3,522 | $229K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 3,516 | $229K |
| Regions Financial Corp. | 0.00% | No change | 3,514 | $229K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 3,496 | $228K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 3,484 | $227K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,469 | $226K |
| First Foundation Advisors | 0.01% | No change | 3,444 | $224K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,440 | $224K |
| Busey Bank | 0.01% | No change | 3,431 | $223K |
| Fortis Capital Advisors, LLC | 0.08% | No change | 3,436 | $221K |
| Belpointe Asset Management LLC | 0.01% | No change | 3,436 | $221K |
| Pine Harbor Wealth Management, LLC | 0.09% | Add +0.1% | 3,400 | $221K |
| Meridian Management Co. | 0.06% | Add +3.1% | 3,367 | $219K |
| Sawyer & Company, Inc | 0.08% | No change | 3,370 | $219K |
| Fairvoy Private Wealth, LLC | 0.06% | — | 3,354 | $218K |
| BSW Wealth Partners | 0.03% | No change | 3,282 | $214K |
| Novak & Powell Financial Services, Inc. | 0.13% | New | 3,277 | $213K |
| Tilia Fiduciary Partners, Inc. | 0.14% | New | 3,252 | $212K |
| Joseph P. Lucia & Associates, LLC | 0.09% | New | 3,234 | $210K |
| Greenleaf Trust | 0.00% | New | 3,228 | $210K |
| Kennebec Savings Bank | 0.21% | Add +13.6% | 3,242 | $209K |
| Caldwell Trust Co | 0.02% | New | 3,146 | $205K |
| Isthmus Partners, LLC | 0.02% | New | 3,114 | $203K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 3,112 | $203K |
| Retirement Planning Group, LLC | 0.01% | Add +0.2% | 3,105 | $202K |
| Whittier Trust Co. | 0.00% | Reduce -86.7% | 3,088 | $201K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,071 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | Add +123.3% | 3,048 | $198K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 3,003 | $195K |
| Assetmark, Inc. | 0.00% | No change | 2,980 | $194K |
| Robinswood Financial LLC | 0.07% | No change | 2,922 | $190K |
| Hollencrest Capital Management | 0.01% | No change | 2,852 | $186K |
| Conquis Financial LLC | 0.19% | — | 2,827 | $184K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,770 | $180K |
| Red Tortoise LLC | 0.09% | No change | 2,689 | $175K |
| Coston, McIsaac & Partners | 0.05% | Add +2.7% | 2,551 | $166K |
| Transce3nd, LLC | 0.05% | — | 2,384 | $159K |
| Newton One Investments LLC | 0.06% | New | 2,305 | $150K |
| Colonial Trust Co / SC | 0.02% | No change | 2,251 | $146K |
| IFP Advisors, Inc | 0.00% | Add +57.9% | 2,183 | $142K |
| True Wealth Design, LLC | 0.05% | Reduce -2.4% | 2,157 | $140K |
| Northwest Capital Management Inc | 0.06% | No change | 2,145 | $140K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,131 | $139K |
| Synergy Investment Management, LLC | 0.06% | — | 2,050 | $133K |
| Quent Capital, LLC | 0.01% | Reduce -7.1% | 1,945 | $127K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,842 | $120K |
| Fifth Third Bancorp | 0.00% | No change | 1,775 | $116K |
| Compass Planning Associates Inc | 0.12% | — | 1,747 | $114K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,722 | $112K |
| Aspect Partners, LLC | 0.06% | No change | 1,706 | $111K |
| Private Capital Management LLC | 0.02% | Reduce -1.1% | 1,692 | $110K |
| North Ridge Wealth Advisors, Inc. | 0.08% | New | 1,688 | $110K |
| Continuum Advisory, LLC | 0.01% | No change | 1,664 | $108K |
| Bfsg, LLC | 0.01% | No change | 1,662 | $108K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,645 | $107K |
| Fairman Group, LLC | 0.08% | Add +0.3% | 1,552 | $101K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,518 | $99K |
| First Community Trust NA | 0.07% | No change | 1,499 | $98K |
| Studio Investment Management LLC | 0.02% | New | 1,412 | $92K |
| CENTRAL TRUST Co | 0.00% | No change | 1,353 | $88K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,359 | $87K |
| Ridgewood Investments LLC | 0.04% | No change | 1,337 | $87K |
| AE Wealth Management LLC | 0.00% | New | 1,280 | $83K |
| Eagle Bay Advisors LLC | 0.05% | No change | 1,265 | $82K |
| Howe & Rusling Inc. | 0.01% | No change | 1,183 | $77K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -66.7% | 1,114 | $75K |
| Hilltop National Bank | 0.02% | No change | 1,109 | $72K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,108 | $72K |
| Parvin Asset Management, LLC | 0.08% | — | 1,100 | $72K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,070 | $70K |
| Bridge Generations Wealth Management LLC | 0.04% | — | 1,015 | $66K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,000 | $65K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 918 | $60K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 854 | $56K |
| Urban Financial Advisory Corp | 0.03% | New | 839 | $55K |
| Sittner & Nelson, LLC | 0.02% | No change | 788 | $51K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | — | 781 | $51K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 778 | $51K |
| Pacific Center for Financial Services | 0.01% | No change | 736 | $48K |
| Rialto Wealth Management, LLC | 0.02% | — | 717 | $47K |
| Qube Research & Technologies Ltd | 0.00% | Add +139.8% | 693 | $45K |
| First United Bank & Trust | 0.02% | No change | 675 | $44K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 669 | $43K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 632 | $41K |
| Private Wealth Management Group, LLC | 0.02% | No change | 605 | $39K |
| 10Elms LLP | 0.04% | — | 550 | $36K |
| Capital Analysts, LLC | 0.00% | Reduce -72.3% | 484 | $31K |
| Tradewinds Capital Management, LLC | 0.01% | New | 440 | $29K |
| Salem Investment Counselors Inc. | 0.00% | No change | 437 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 431 | $28K |
| First Horizon Advisors, Inc. | 0.00% | No change | 428 | $28K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 408 | $27K |
| Global Retirement Partners, LLC | 0.00% | Add +34.8% | 391 | $25K |
| ORG Partners LLC | 0.00% | New | 387 | $25K |
| Principal Securities, Inc. | 0.00% | Add +177.0% | 385 | $25K |
| Gleason Group, Inc. | 0.00% | Reduce -7.2% | 372 | $24K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $23K |
| SYM FINANCIAL Corp | 0.00% | No change | 254 | $17K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 252 | $16K |
| Global Wealth Strategies & Associates | 0.01% | New | 247 | $16K |
| Evermay Wealth Management LLC | 0.00% | No change | 233 | $15K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 229 | $15K |
| City State Bank | 0.00% | No change | 215 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 206 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 195 | $13K |
| Truvestments Capital LLC | 0.00% | Reduce -68.3% | 186 | $12K |
| Legacy Investment Solutions, LLC | 0.01% | New | 166 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | New | 166 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +0.6% | 163 | $11K |
| HBC Financial Services, PLLC | 0.01% | New | 162 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 118 | $8K |
| Oarsman Capital, Inc. | 0.00% | No change | 117 | $8K |
| Venturi Wealth Management, LLC | 0.00% | No change | 107 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -42.1% | 99 | $6K |
| Angeles Wealth Management, LLC | 0.00% | No change | 96 | $6K |
| Simplex Trading, LLC | 0.00% | New | 100 | $6K |
| Citigroup Inc. | 0.00% | New | 56 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 53 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Nova Wealth Management, Inc. | 0.00% | — | 18 | $1K |
| Archer Investment Corp | 0.00% | No change | 15 | $976 |
"% 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.