Dimensional US Target ValueDFATETF
13F holders, Q3 2024 (September 30)634holders +15
28new positions
18sold out
3famous investors
$55.57avg. 13F price*
At the end of Q3 2024, 634 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 15 from Q2 2024. 28 opened new positions and 18 sold out. The largest holders were Creative Planning ($786.8M), Focus Partners Wealth ($680.0M) and Forum Financial Management, LP ($488.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 Target Value
- CUSIP
- 25434V609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $693.8M |
| Exits | 18 | $32.1M |
All 13F filers, Q2 2024 → Q3 2024: 16,409,270 shares bought and 4,628,764 shares sold, net +11,780,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 634 holders
| Creative Planning | 0.78% | Reduce -0.8% | 14,143,862 | $786.8M |
| Focus Partners Wealth | 2.17% | New | 12,223,851 | $680.0M |
| Forum Financial Management, LP | 8.13% | Add +1.8% | 8,783,379 | $488.6M |
| Index Fund Advisors, Inc. | 21.73% | Reduce -1.8% | 7,369,519 | $410.0M |
| Savant Capital, LLC | 2.40% | Add +7.1% | 5,190,562 | $288.8M |
| Focus Partners Advisor Solutions, LLC | 4.20% | Reduce -2.9% | 3,586,109 | $199.5M |
| Pure Financial Advisors, LLC | 4.75% | Add +28.9% | 3,558,354 | $198.0M |
| Jackson Thornton Wealth Management, LLC | 21.03% | Add +4.7% | 2,858,921 | $159.0M |
| Corient Private Wealth LP | 0.24% | Reduce -0.3% | 2,772,135 | $154.2M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Reduce -0.2% | 2,348,951 | $130.7M |
| Mercer Global Advisors Inc. | 0.29% | Reduce -15.1% | 2,251,013 | $123.6M |
| Asset Dedication, LLC | 8.23% | Add +4.3% | 2,193,323 | $122.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -14.2% | 2,057,946 | $114.5M |
| HighTower Advisors, LLC | 0.17% | Reduce -0.9% | 2,043,021 | $113.6M |
| RW Investment Management LLC | 13.09% | Add +0.1% | 1,891,364 | $105.2M |
| EP Wealth Advisors, LLC | 0.88% | Add +18.5% | 1,848,655 | $102.8M |
| Trust Co of the South | 21.53% | Reduce -0.7% | 1,827,593 | $101.7M |
| Willow Creek Wealth Management Inc. | 10.68% | Add +1.0% | 1,826,059 | $101.6M |
| Apella Capital, LLC | 3.94% | Add +6.5% | 1,753,747 | $95.8M |
| Plancorp, LLC | 3.71% | Reduce -1.4% | 1,634,761 | $90.9M |
| Truepoint, Inc. | 2.22% | Reduce -0.6% | 1,485,616 | $82.6M |
| Great Oak Capital Partners, LLC | 22.99% | Add +1.8% | 1,204,295 | $66.5M |
| Abacus Wealth Partners, LLC | 9.92% | Reduce -1.8% | 1,189,667 | $66.2M |
| Evanson Asset Management, LLC | 4.37% | Reduce -1.7% | 1,111,835 | $61.9M |
| Team Hewins, LLC | 21.32% | Add +0.5% | 1,002,001 | $55.7M |
| Bank of America Corp. | 0.00% | Add +1.7% | 921,731 | $51.3M |
| Merriman Wealth Management, LLC | 2.08% | Add +0.9% | 919,865 | $51.2M |
| Sax Wealth Advisors, LLC | 4.44% | Reduce -0.6% | 895,323 | $49.8M |
| Modera Wealth Management, LLC | 0.62% | Reduce -1.0% | 871,542 | $48.5M |
| LPL Financial LLC | 0.02% | Add +12.6% | 865,993 | $48.2M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +11.6% | 860,349 | $47.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.09% | Reduce -2.9% | 854,213 | $47.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.33% | Add +0.8% | 846,284 | $47.1M |
| Bayshore Asset Management, LLC | 20.79% | Reduce -6.1% | 832,741 | $46.3M |
| Monograph Wealth Advisors, LLC | 5.86% | Add +10.2% | 808,842 | $45.0M |
| Earned Wealth Advisors, LLC | 13.59% | Reduce -1.1% | 803,320 | $44.7M |
| Sequoia Financial Advisors, LLC | 0.47% | Add +3.9% | 783,693 | $43.6M |
| MBB Public Markets I LLC | 3.63% | Add +6.1% | 768,897 | $42.8M |
| Sensible Money, LLC | 18.20% | Add +3.3% | 748,877 | $41.7M |
| Cerity Partners LLC | 0.09% | Add +6.4% | 707,737 | $39.4M |
| Joel Isaacson & Co., LLC | 1.74% | Add +0.7% | 656,627 | $36.5M |
| Mariner, LLC | 0.06% | Add +8.2% | 629,323 | $35.0M |
| Keb Asset Management, LLC | 10.53% | Reduce -0.1% | 628,857 | $35.0M |
| Allworth Financial LP | 0.21% | Add +19.6% | 624,174 | $34.7M |
| Great Waters Wealth Management | 4.58% | Add +14.9% | 609,970 | $33.9M |
| Hill Investment Group Partners, LLC | 4.57% | Add +0.3% | 638,280 | $32.8M |
| Parkwoods Wealth Partners, LLC | 25.94% | — | 566,906 | $31.5M |
| TFC Financial Management, Inc. | 4.76% | Add +0.3% | 540,537 | $30.1M |
| Assetmark, Inc. | 0.08% | Add +2.4% | 532,595 | $29.6M |
| EnRich Financial Partners LLC | 9.60% | Add +1.2% | 516,845 | $28.8M |
| TCI Wealth Advisors, Inc. | 2.38% | Reduce -1.4% | 507,493 | $28.2M |
| Foster Group, Inc. | 1.05% | Reduce -2.1% | 507,090 | $28.2M |
| Beaird Harris Wealth Management, LLC | 2.46% | Reduce -2.0% | 505,664 | $28.1M |
| Efficient Frontier Advisors LLC | 18.12% | Add +0.9% | 503,162 | $28.0M |
| Choreo, LLC | 0.41% | Reduce -1.3% | 503,211 | $27.6M |
| Kraft Asset Management, LLC | 20.57% | Reduce -0.5% | 472,277 | $26.3M |
| WPWealth LLP | 5.37% | Add +5.3% | 465,986 | $25.9M |
| Meritas Wealth Management, LLC | 15.90% | Reduce -0.6% | 461,944 | $25.7M |
| Watchman Group, Inc. | 6.67% | Add +0.4% | 459,653 | $25.6M |
| Planning Center, Inc. | 3.11% | Add +1.7% | 453,546 | $25.2M |
| Phillips Financial Management, LLC | 1.93% | Add +10.4% | 448,471 | $24.9M |
| Squire Investment Management Company, LLC | 11.75% | Add +0.5% | 444,086 | $24.7M |
| UBS Group AG | 0.01% | Add +2.2% | 443,467 | $24.7M |
| Pathstone Holdings, LLC | 0.11% | Add +0.7% | 423,518 | $23.6M |
| First Command Advisory Services, Inc. | 0.22% | Add +11.1% | 418,286 | $23.3M |
| PBMares Wealth Management LLC | 4.83% | Add +6.2% | 415,250 | $23.1M |
| Mosaic Family Wealth Partners, LLC | 3.40% | Add +6.2% | 411,098 | $22.9M |
| Tillman Hartley LLC | 6.65% | Add +15.4% | 403,133 | $22.4M |
| TFO Wealth Partners, LLC | 4.16% | Reduce -4.3% | 398,746 | $22.2M |
| Cetera Investment Advisers | 0.05% | Reduce -16.3% | 394,902 | $22.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.2% | 394,585 | $22.0M |
| Conrad Siegel Investment Advisors, Inc. | 5.83% | Add +0.2% | 388,101 | $21.6M |
| Lauterbach Financial Advisors, LLC | 13.12% | Reduce -0.8% | 387,692 | $21.6M |
| Allen Capital Group, LLC | 2.63% | Reduce -0.0% | 372,406 | $20.7M |
| Larson Financial Group LLC | 1.15% | Reduce -5.0% | 364,285 | $20.3M |
| Cardiff Park Advisors, LLC | 1.82% | Add +0.3% | 361,837 | $20.1M |
| Baird Financial Group, Inc. | 0.04% | Reduce -15.5% | 360,117 | $20.0M |
| Exencial Wealth Advisors, LLC | 0.71% | Add +0.6% | 355,409 | $19.8M |
| Disciplined Equity Management, Inc. | 11.88% | Reduce -3.0% | 338,358 | $18.8M |
| MML Investors Services, LLC | 0.07% | Add +3.2% | 337,187 | $18.8M |
| Cambridge Financial Group, LLC | 7.56% | Add +3.2% | 326,511 | $18.2M |
| Triune Financial Partners, LLC | 5.67% | Add +3.0% | 324,777 | $18.1M |
| AE Wealth Management LLC | 0.16% | Add +11.1% | 324,581 | $18.1M |
| Quantum Financial Advisors, LLC | 2.70% | Reduce -3.4% | 310,114 | $17.3M |
| Confluence Wealth Services, Inc. | 1.22% | Add +9.2% | 299,748 | $16.7M |
| RS Crum Inc. | 3.86% | Add +0.7% | 295,752 | $16.5M |
| Adero Partners, LLC | 1.08% | Reduce -1.2% | 293,508 | $16.3M |
| Rf&l Wealth Management, LLC | 11.55% | Reduce -0.8% | 293,343 | $16.3M |
| Summit Financial Strategies, Inc. | 1.80% | Add +11.1% | 287,772 | $16.0M |
| Dopkins Wealth Management, LLC | 12.83% | Reduce -15.1% | 285,643 | $15.9M |
| Truist Financial Corp. | 0.02% | Add +2.0% | 283,948 | $15.8M |
| Lakeshore Financial Planning, Inc. | 6.87% | Reduce -1.8% | 280,282 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -26.5% | 276,297 | $15.4M |
| New England Private Wealth Advisors LLC | 2.48% | Reduce -4.2% | 275,991 | $15.4M |
| BlueSky Wealth Advisors, LLC | 2.38% | Add +6.2% | 274,915 | $15.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 9.05% | Add +1.5% | 274,283 | $15.3M |
| Libra Wealth LLC | 6.07% | Reduce -2.0% | 272,929 | $15.2M |
| G2 Capital Management, LLC / Oh | 4.30% | Reduce -1.0% | 262,717 | $14.6M |
| Sterling Wealth Management, Inc. | 5.43% | Add +41.0% | 261,293 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 259,750 | $14.4M |
| Equitable Holdings, Inc. | 0.14% | Add +4.6% | 257,562 | $14.3M |
| Mather Group, Llc. | 0.18% | Reduce -19.4% | 257,399 | $14.3M |
| Strategic Investment Solutions, Inc. | 4.24% | Reduce -0.7% | 254,737 | $14.1M |
| Sandy Spring Bank | 0.58% | Add +10.5% | 251,127 | $14.0M |
| McLean Asset Management Corp | 4.19% | Reduce -1.2% | 251,654 | $13.9M |
| Betterment LLC | 0.03% | Add +5.6% | 248,953 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -57.0% | 246,608 | $13.7M |
| Andrews, Lucia Wealth Management LLC | 9.55% | Reduce -0.1% | 259,769 | $13.5M |
| Visionary Wealth Advisors | 0.80% | Reduce -0.2% | 235,925 | $13.1M |
| Ruedi Wealth Management, Inc. | 4.48% | Add +0.8% | 234,501 | $13.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.13% | Add +0.7% | 232,452 | $12.9M |
| Cook Wealth, LLC | 6.16% | Reduce -2.9% | 220,178 | $12.3M |
| Moisand Fitzgerald Tamayo, LLC | 1.64% | Reduce -1.6% | 215,017 | $12.0M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +0.0% | 209,481 | $11.7M |
| Altiora Financial Group, LLC | 2.55% | Add +15.9% | 207,677 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -36.6% | 201,410 | $11.2M |
| Vestia Personal Wealth Advisors | 10.48% | Add +0.1% | 199,996 | $11.1M |
| BWM Planning, LLC | 4.94% | — | 199,987 | $11.1M |
| ShankerValleau Wealth Advisors, Inc. | 3.67% | Add +1.3% | 193,869 | $10.8M |
| Compass Advisory Group LLC | 4.12% | Reduce -31.0% | 190,280 | $10.6M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Add +0.3% | 187,488 | $10.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -8.3% | 187,027 | $10.4M |
| Juncture Wealth Strategies, LLC | 3.97% | Add +6.7% | 184,190 | $10.2M |
| Fiduciary Financial Group, LLC | 2.21% | Add +7.5% | 176,149 | $9.6M |
| Aspiriant, LLC | 0.36% | Reduce -0.5% | 171,748 | $9.6M |
| Austin Asset Management Co Inc | 1.92% | Reduce -1.8% | 169,586 | $9.4M |
| Raymond James & Associates | 0.01% | Add +0.1% | 169,282 | $9.4M |
| Spire Wealth Management | 0.31% | Reduce -6.7% | 167,393 | $9.3M |
| Vawter Financial, Ltd. | 5.62% | Reduce -0.7% | 165,377 | $9.2M |
| Legacy Financial Group, Inc. | 3.12% | Reduce -0.6% | 167,778 | $9.2M |
| American Investment Services, Inc. | 1.52% | Reduce -2.0% | 163,560 | $9.1M |
| Glassy Mountain Advisors, Inc. | 3.19% | Add +5.9% | 163,163 | $9.1M |
| Rise Advisors, LLC | 4.24% | Add +7.8% | 158,925 | $8.8M |
| Better Money Decisions, LLC | 6.21% | Add +7.2% | 157,312 | $8.8M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -5.0% | 156,112 | $8.7M |
| Jones Financial Companies LLLP | 0.01% | Add +91.0% | 152,794 | $8.5M |
| McKinley Carter Wealth Services, Inc. | 0.51% | Add +9.5% | 151,770 | $8.4M |
| Lutz Financial Services LLC | 0.66% | Reduce -0.2% | 145,890 | $8.1M |
| DiNuzzo Private Wealth, Inc. | 1.00% | Reduce -0.8% | 145,622 | $8.1M |
| Activest Wealth Management | 2.47% | Add +2.0% | 144,017 | $8.0M |
| Liberty Wealth Management LLC | 1.34% | Reduce -62.4% | 141,381 | $7.9M |
| Morgan Stanley | 0.00% | Add +57.4% | 139,593 | $7.8M |
| Regions Financial Corp. | 0.05% | Reduce -1.5% | 137,169 | $7.6M |
| Gradient Capital Advisors, LLC | 2.51% | Reduce -0.6% | 136,035 | $7.6M |
| Passive Capital Management, LLC. | 2.61% | Add +0.1% | 134,365 | $7.5M |
| Ariadne Wealth Management, LP | 4.05% | Add +6.2% | 125,969 | $7.4M |
| Avondale Wealth Management | 4.79% | Add +1.6% | 132,566 | $7.4M |
| Rather & Kittrell, Inc. | 1.77% | Reduce -0.6% | 130,056 | $7.2M |
| Captrust Financial Advisors | 0.02% | Reduce -0.7% | 129,908 | $7.2M |
| Northwest Wealth Management, LLC | 1.66% | Reduce -7.7% | 128,131 | $7.1M |
| RFG Advisory, LLC | 0.21% | Add +1.9% | 125,371 | $7.0M |
| Good Life Advisors, LLC | 0.42% | New | 123,458 | $6.9M |
| D.A. Davidson & Co. | 0.06% | Add +2.4% | 121,015 | $6.7M |
| Disciplined Investments, LLC | 3.26% | Add +10.3% | 118,830 | $6.6M |
| Mason Investment Advisory Services, Inc. | 0.38% | Add +0.2% | 118,453 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 114,950 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -4.4% | 113,135 | $6.3M |
| FMB Wealth Management | 3.48% | Reduce -0.1% | 110,554 | $6.2M |
| FinDec Wealth Services, Inc. | 3.57% | Add +2.3% | 110,458 | $6.1M |
| Park Avenue Securities LLC | 0.07% | Add +4.5% | 109,644 | $6.1M |
| OMNI 360 Wealth, Inc. | 4.17% | Reduce -5.5% | 109,280 | $6.1M |
| Sachem Hill LLC | 1.23% | Reduce -0.7% | 109,072 | $6.1M |
| Watershed Private Wealth LLC | 2.33% | Add +2.9% | 105,106 | $5.8M |
| Cherry Tree Wealth Management, LLC | 1.36% | Reduce -0.4% | 103,370 | $5.8M |
| MAI Capital Management | 0.06% | Reduce -7.3% | 103,289 | $5.7M |
| Carlson Capital Management | 0.24% | Add +13.3% | 103,121 | $5.7M |
| Red Lighthouse Investment Management, LLC | 2.18% | Reduce -2.2% | 100,214 | $5.6M |
| Gibson Capital, LLC | 1.13% | Reduce -0.4% | 99,934 | $5.6M |
| Efficient Advisors, LLC | 0.35% | Add +17.1% | 99,802 | $5.6M |
| Pioneer Wealth Management Group | 2.60% | Add +7.2% | 98,106 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.4% | 94,381 | $5.3M |
| CFS Investment Advisory Services, LLC | 0.44% | Add +0.1% | 94,380 | $5.3M |
| Kings Path Partners LLC | 2.18% | Add +4.8% | 93,312 | $5.2M |
| TAGStone Capital, Inc. | 2.60% | Add +0.9% | 91,562 | $5.1M |
| Annandale Capital, LLC | 1.02% | Add +15.1% | 91,418 | $5.1M |
| Private Wealth Management Group, LLC | 1.95% | Reduce -0.7% | 88,620 | $4.9M |
| City State Bank | 1.78% | Add +9.6% | 87,659 | $4.9M |
| Porter White Investment Advisors, Inc. | 2.44% | Reduce -2.6% | 87,435 | $4.9M |
| RTD Financial Advisors, Inc. | 0.60% | Reduce -0.8% | 84,934 | $4.7M |
| Simplicity Wealth,LLC | 0.44% | Reduce -74.9% | 84,476 | $4.7M |
| Shearwater Capital LLC | 3.24% | Reduce -2.1% | 84,412 | $4.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +19.6% | 84,282 | $4.7M |
| 1900 Wealth Management LLC | 0.40% | Reduce -3.8% | 83,323 | $4.6M |
| Claris Advisors, LLC / Mo / | 1.95% | Add +2.9% | 80,620 | $4.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.68% | Add +16.6% | 80,204 | $4.5M |
| Verdence Capital Advisors LLC | 0.36% | No change | 80,135 | $4.5M |
| BBR Partners, LLC | 0.33% | Reduce -16.4% | 78,910 | $4.4M |
| Wealthstream Advisors, Inc. | 0.79% | Reduce -2.6% | 78,475 | $4.4M |
| SC&H Financial Advisors, Inc. | 0.91% | Add +3.8% | 75,063 | $4.2M |
| Evensky & Katz LLC | 0.27% | Reduce -0.3% | 74,398 | $4.1M |
| Diversified Portfolios, Inc. | 0.43% | Reduce -1.8% | 74,345 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -31.1% | 74,096 | $4.1M |
| Valued Wealth Advisors LLC | 2.67% | Add +4.1% | 74,020 | $4.1M |
| Level Financial Advisors | 1.56% | Reduce -2.1% | 73,501 | $4.1M |
| Berkeley, Inc | 1.17% | Add +80.6% | 72,466 | $4.0M |
| Farther Finance Advisors, LLC | 0.15% | Add +19.1% | 72,171 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.6% | 70,918 | $3.9M |
| AQR Capital Management | 0.01% | Add +115.9% | 69,992 | $3.9M |
| Mills Wealth Advisors LLC | 2.65% | Add +6.7% | 69,296 | $3.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -28.8% | 68,100 | $3.8M |
| Total Wealth Planning, LLC | 0.58% | Reduce -0.7% | 66,956 | $3.7M |
| Shira Ridge Wealth Management | 1.89% | Reduce -15.5% | 66,466 | $3.7M |
| BetterWealth, LLC | 1.06% | Reduce -5.1% | 64,786 | $3.6M |
| True Wealth Design, LLC | 1.41% | Reduce -1.0% | 64,783 | $3.6M |
| White Wing Wealth Management | 2.75% | Reduce -2.7% | 64,226 | $3.6M |
| Concentrum Wealth Management | 1.35% | Add +23.1% | 62,478 | $3.5M |
| Klingman & Associates, LLC | 0.21% | No change | 62,218 | $3.5M |
| Elevate Wealth Advisory, Inc. | 2.53% | Add +0.5% | 61,265 | $3.4M |
| Physician Wealth Solutions Inc. | 1.69% | Reduce 0.0% | 60,895 | $3.4M |
| Walter & Keenan Wealth Management LLC /in/ | 1.03% | Add +44.0% | 60,814 | $3.4M |
| Symmetry Partners, LLC | 0.80% | Reduce -89.8% | 60,632 | $3.4M |
| Freedom Investment Management, Inc. | 0.26% | Reduce -0.8% | 58,685 | $3.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.79% | Add +3.9% | 57,041 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.7% | 57,010 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +6.7% | 57,010 | $3.2M |
| LJI Wealth Management, LLC | 0.64% | Reduce -7.3% | 56,003 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +1.3% | 55,736 | $3.1M |
| Live Oak Private Wealth LLC | 0.50% | No change | 55,211 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -9.1% | 54,605 | $3.0M |
| Fortitude Family Office, LLC | 1.14% | Add +7.3% | 51,540 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.66% | Add +1.7% | 50,490 | $2.8M |
| Weinberger Asset Management, Inc | 1.19% | Add +16.8% | 50,383 | $2.8M |
| Aviance Capital Partners, LLC | 0.37% | Add +30.8% | 49,741 | $2.8M |
| WorthPointe, LLC | 1.15% | Add +1.0% | 49,236 | $2.7M |
| Rooted Wealth Advisors, Inc. | 1.22% | Add +22.0% | 49,874 | $2.7M |
| Jentner Corp | 0.82% | Reduce -1.1% | 48,053 | $2.7M |
| US Bancorp \de | 0.00% | Add +1.9% | 47,886 | $2.7M |
| ARK & TLK Investments, LLC | 0.94% | Reduce -2.3% | 47,417 | $2.6M |
| Applied Capital LLC | 1.35% | Add +0.2% | 47,078 | $2.6M |
| Aerodigm Wealth, LLC | 1.64% | Reduce -50.3% | 46,588 | $2.6M |
| SOL Capital Management CO | 0.28% | Reduce -1.4% | 46,020 | $2.6M |
| SpiderRock Advisors, LLC | 0.05% | Reduce -13.4% | 45,605 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.8% | 44,931 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +41.6% | 44,132 | $2.5M |
| Keel Point, LLC | 0.20% | Add +0.1% | 42,950 | $2.4M |
| Rockwood Wealth Management, LLC | 0.26% | Add +0.0% | 42,627 | $2.4M |
| TruNorth Capital Management, LLC | 0.70% | No change | 42,419 | $2.4M |
| Certified Advisory Corp | 0.26% | Reduce -0.1% | 42,234 | $2.3M |
| Elevation Wealth Partners, LLC | 0.99% | Add +24.1% | 41,297 | $2.3M |
| OLIO Financial Planning | 0.96% | Add +0.1% | 43,336 | $2.3M |
| Mattern Wealth Management LLC | 0.49% | No change | 40,005 | $2.2M |
| Investmark Advisory Group LLC | 1.06% | Add +1.3% | 39,416 | $2.2M |
| Addison Advisors LLC | 0.60% | Add +5.5% | 38,568 | $2.1M |
| Marcum Wealth, LLC | 0.20% | Add +0.3% | 38,237 | $2.1M |
| Main Street Financial Solutions, LLC | 0.19% | Add +25.4% | 37,938 | $2.1M |
| Townsquare Capital LLC | 0.03% | Reduce -7.4% | 37,730 | $2.1M |
| Bridgewater Advisors Inc. | 0.22% | Reduce -0.8% | 37,875 | $2.1M |
| Long Island Wealth Management, Inc. | 1.38% | Add +18.0% | 37,715 | $2.1M |
| Cascade Financial Partners, LLC | 0.26% | No change | 37,346 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.68% | Reduce -2.8% | 36,857 | $2.1M |
| Abel Hall, LLC | 1.34% | Reduce -5.0% | 36,741 | $2.0M |
| Maryland Capital Advisors Inc. | 0.99% | Add +10.8% | 36,630 | $2.0M |
| Fortress Wealth Management, Inc. | 1.00% | Add +0.5% | 36,113 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +17.7% | 35,727 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.9% | 35,887 | $2.0M |
| Financial Counselors Inc. | 0.03% | Add +0.9% | 35,541 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +38.5% | 35,279 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.4% | 34,592 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.70% | Reduce -6.5% | 34,525 | $1.9M |
| Caprock Group, LLC | 0.07% | Add +154.8% | 34,155 | $1.9M |
| Beckerman Institutional, LLC | 1.60% | — | 34,065 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 31,321 | $1.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.23% | Reduce -0.4% | 33,490 | $1.9M |
| Waypoint Capital Advisors, LLC | 0.40% | No change | 33,343 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Add +3.0% | 33,278 | $1.9M |
| Heritage Investment Group, Inc. | 0.34% | No change | 32,557 | $1.8M |
| Corus Family Wealth Advisors | 1.26% | Add +0.4% | 31,870 | $1.8M |
| Lam Group, Inc. | 1.25% | Add +0.0% | 31,766 | $1.8M |
| Bragg Financial Advisors, Inc | 0.07% | Add +16.9% | 31,651 | $1.8M |
| Balboa Wealth Partners | 0.44% | Add +12.4% | 31,586 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -13.2% | 30,158 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Add +0.0% | 29,869 | $1.7M |
| Montag A & Associates Inc. | 0.08% | No change | 29,849 | $1.7M |
| Cypress Point Wealth Management, LLC | 0.65% | Add +4.4% | 29,598 | $1.6M |
| Morris Financial Concepts, Inc. | 0.71% | Add +8.7% | 29,512 | $1.6M |
| Quarry Hill Advisors, LLC | 1.09% | Add +8.8% | 29,191 | $1.6M |
| Tru Independence Asset Management 2, LLC | 1.35% | — | 28,777 | $1.6M |
| Lauer Wealth, LLC | 1.24% | Add +1.9% | 29,075 | $1.6M |
| CarsonAllaria Wealth Management, Ltd. | 0.91% | Reduce -4.5% | 28,542 | $1.6M |
| Versant Capital Management, Inc | 0.36% | Reduce -0.9% | 28,469 | $1.6M |
| Websterrogers Financial Advisors, LLC | 0.55% | Reduce -5.5% | 28,370 | $1.6M |
| Curi Capital, LLC | 0.04% | Reduce -1.3% | 28,254 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +428.3% | 28,000 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.22% | Add +5.8% | 27,910 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.2% | 27,500 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.31% | Reduce -0.2% | 27,411 | $1.5M |
| Measured Wealth Private Client Group, LLC | 0.50% | Reduce -1.4% | 27,008 | $1.5M |
| Renasant Bank | 0.96% | Reduce -1.0% | 26,169 | $1.5M |
| 25 LLC | 0.62% | Add +0.2% | 25,792 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +121.7% | 25,725 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.7% | 25,710 | $1.4M |
| Pure Portfolios Holdings LLC | 0.51% | — | 24,089 | $1.3M |
| Zhang Financial LLC | 0.08% | Reduce -3.0% | 23,849 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 23,571 | $1.3M |
| WealthCollab, LLC | 0.85% | No change | 23,334 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce 0.0% | 23,169 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -1.8% | 22,877 | $1.3M |
| Melfa Wealth Management, Inc. | 0.83% | Reduce -13.4% | 22,480 | $1.3M |
| Sanctuary Wealth Management, L.L.C. | 0.88% | Reduce -1.4% | 22,056 | $1.2M |
| Studio Investment Management LLC | 0.26% | Add +8.9% | 21,917 | $1.2M |
| BOS Asset Management, LLC | 0.44% | Reduce -1.1% | 21,462 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -10.4% | 21,384 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Add +16.1% | 21,298 | $1.2M |
| Wealthspan Partners, LLC | 0.58% | No change | 21,191 | $1.2M |
| FMR LLC | 0.00% | Add +12.6% | 20,950 | $1.2M |
| MB Generational Wealth, LLC | 0.83% | Add +0.4% | 20,708 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Add +2.8% | 20,412 | $1.1M |
| Basso Capital Management, L.P. | 1.04% | No change | 20,303 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.32% | Reduce -1.6% | 20,078 | $1.1M |
| Peirce Capital Management, LLC | 0.56% | Reduce -1.7% | 20,039 | $1.1M |
| Fiducient Advisors LLC | 0.13% | Add +0.4% | 20,024 | $1.1M |
| Intergy Private Wealth, LLC | 0.42% | Add +0.0% | 19,992 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -19.0% | 19,920 | $1.1M |
| Meredith Wealth Planning | 0.53% | Add +0.5% | 19,834 | $1.1M |
| Nicholas Hoffman & Company, LLC. | 0.04% | No change | 19,180 | $1.1M |
| Partners in Financial Planning | 0.21% | Add +0.2% | 18,926 | $1.1M |
| Integrity Wealth Solutions LLC | 0.61% | Add +0.4% | 18,831 | $1.0M |
| Root Financial Partners, LLC | 0.17% | Reduce -2.8% | 18,764 | $1.0M |
| Principal Securities, Inc. | 0.03% | Reduce -21.7% | 18,720 | $1.0M |
| Vannoy Advisory Group, Inc. | 0.75% | No change | 18,441 | $1.0M |
| Dakota Wealth Management | 0.02% | No change | 18,311 | $1.0M |
| Grand Wealth Management, LLC | 0.56% | Add +0.0% | 17,997 | $1.0M |
| Krilogy Financial LLC | 0.07% | Reduce -0.1% | 17,717 | $986K |
| Keebeck Wealth Management | 0.14% | No change | 17,580 | $978K |
| Summit Trail Advisors, LLC | 0.02% | Add +24.5% | 17,382 | $967K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -24.2% | 17,229 | $947K |
| Brighton Jones LLC | 0.04% | Reduce -12.2% | 17,003 | $946K |
| Kavar Capital Partners Group, LLC | 0.15% | Add +0.1% | 16,855 | $938K |
| Sensible Financial Planning & Management, LLC. | 0.18% | No change | 16,608 | $924K |
| Fifth Third Bancorp | 0.00% | Add +81.5% | 16,481 | $917K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.7% | 16,465 | $916K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -17.1% | 16,196 | $895K |
| Trustmark Bank Trust Department | 0.07% | No change | 16,080 | $895K |
| Warwick Investment Management, Inc. | 0.21% | Add +0.4% | 15,903 | $885K |
| First Trust Direct Indexing L.P. | 0.05% | No change | 15,846 | $882K |
| Smartleaf Asset Management LLC | 0.11% | Reduce -0.2% | 15,887 | $881K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.1% | 15,838 | $881K |
| Keybank National Association | 0.00% | Add +9.2% | 15,816 | $880K |
| Pinnacle Bancorp, Inc. | 0.23% | Reduce -15.1% | 15,399 | $857K |
| Commerce Bank | 0.01% | Reduce -0.2% | 15,359 | $854K |
| Falcon Wealth Planning | 0.10% | Reduce -0.0% | 15,333 | $853K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +13.1% | 15,301 | $851K |
| Mission Hills Financial Advisory, LLC | 0.71% | — | 14,186 | $839K |
| Silver Oak Securities, Incorporated | 0.09% | Add +62.9% | 14,954 | $829K |
| Murphy Pohlad Asset Management LLC | 0.34% | No change | 14,893 | $829K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 14,817 | $824K |
| Advisory Services & Investments, LLC | 0.56% | Reduce -3.9% | 14,741 | $820K |
| Capital Investment Advisors, LLC | 0.02% | No change | 14,631 | $814K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.3% | 14,530 | $808K |
| Quantinno Capital Management LP | 0.01% | New | 14,518 | $808K |
| Mullaney, Keating & Wright, Inc. | 0.55% | Add +41.5% | 14,226 | $791K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -34.2% | 14,136 | $786K |
| Plante Moran Financial Advisors, LLC | 0.07% | No change | 13,986 | $778K |
| Baker Tilly Wealth Management, LLC | 0.34% | No change | 13,940 | $775K |
| Signet Financial Management, LLC | 0.10% | Add +0.0% | 13,652 | $759K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.5% | 13,506 | $756K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -13.7% | 13,368 | $744K |
| Olistico Wealth, LLC | 0.45% | Reduce -4.3% | 13,272 | $738K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.0% | 13,214 | $735K |
| Vance Wealth, LLC | 0.28% | Add +6.5% | 13,103 | $729K |
| American Capital Advisory, LLC | 0.42% | Add +496.9% | 13,101 | $729K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 12,954 | $721K |
| &partners | 0.01% | New | 12,831 | $714K |
| BCR Wealth Strategies, LLC | 0.34% | Reduce -0.8% | 12,802 | $712K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.4% | 12,708 | $707K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 12,656 | $704K |
| Susquehanna International Group, LLP | 0.00% | New | 12,622 | $702K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.9% | 12,588 | $700K |
| Lodestone Wealth Management LLC | 0.35% | Add +13.9% | 12,575 | $700K |
| Clark Asset Management, LLC | 0.15% | Reduce -0.4% | 12,288 | $684K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.47% | No change | 12,271 | $683K |
| Smith Chas P & Associates Pa Cpas | 0.04% | No change | 12,271 | $683K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 12,251 | $682K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -0.2% | 12,186 | $678K |
| Mgo One Seven LLC | 0.03% | No change | 12,089 | $673K |
| Evoke Wealth, LLC | 0.02% | Add +52.2% | 12,041 | $670K |
| WASHINGTON TRUST Co | 0.02% | No change | 11,993 | $667K |
| CPA Asset Management Group, LLC | 0.32% | No change | 11,942 | $664K |
| Clayton Financial Group LLC | 0.25% | Reduce -9.2% | 11,848 | $659K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 11,850 | $659K |
| RAM Investment Partners, LLC | 0.17% | No change | 11,826 | $658K |
| NCM Capital Management, LLC | 0.32% | Add +0.3% | 11,816 | $657K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 11,787 | $656K |
| CIBC Private Wealth Group LLC | 0.00% | Add +157.0% | 11,601 | $645K |
| LongView Wealth Management | 0.21% | Add +58.9% | 11,600 | $645K |
| HB Wealth Management, LLC | 0.01% | No change | 11,584 | $644K |
| Eclectic Associates Inc. | 0.25% | New | 11,480 | $639K |
| Stone Summit Wealth LLC | 0.21% | Add +2.8% | 11,474 | $638K |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.0% | 11,301 | $629K |
| GenTrust, LLC | 0.03% | No change | 11,082 | $616K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.8% | 10,978 | $611K |
| Five Oceans Advisors | 0.29% | Reduce -1.0% | 10,852 | $604K |
| Financial Symmetry Inc | 0.42% | Add +48.3% | 10,753 | $598K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.1% | 10,720 | $596K |
| Strategic Financial Services, Inc. | 0.04% | No change | 10,714 | $596K |
| WoodTrust Financial Corp | 0.08% | No change | 10,648 | $592K |
| Global Trust Asset Management, LLC | 0.22% | Add +1.2% | 10,542 | $586K |
| Centaurus Financial, Inc. | 0.04% | Add +7.9% | 10,452 | $581K |
| Empower Advisory Group, LLC | 0.00% | Add +62.9% | 10,439 | $581K |
| Lido Advisors, LLC | 0.00% | Add +20.3% | 10,359 | $576K |
| Liberty Capital Management, Inc. | 0.13% | No change | 10,305 | $573K |
| Paragon Financial Partners, Inc. | 0.41% | No change | 10,164 | $565K |
| CWA Asset Management Group, LLC | 0.03% | — | 10,134 | $564K |
| Clear Creek Financial Management, LLC | 0.06% | Add +2.0% | 10,079 | $561K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 10,079 | $561K |
| M&T Bank Corp | 0.00% | No change | 10,077 | $561K |
| Fort Point Capital Partners LLC | 0.07% | No change | 10,000 | $556K |
| Magnolia Capital Advisors LLC | 0.28% | Add +0.4% | 9,944 | $553K |
| Hutchinson Capital Management | 0.10% | Add +12.3% | 9,835 | $547K |
| Focus Financial Network, Inc. | 0.02% | Add +50.3% | 9,654 | $537K |
| Arista Wealth Management, LLC | 0.13% | No change | 9,636 | $536K |
| Signaturefd, LLC | 0.01% | No change | 9,624 | $535K |
| Forza Wealth Management, LLC | 0.24% | No change | 9,585 | $533K |
| WMG Financial Advisors, LLC | 0.24% | Reduce -8.7% | 9,389 | $522K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -1.0% | 9,359 | $521K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +72.4% | 9,308 | $518K |
| Bordeaux Wealth Advisors LLC | 0.09% | Add +23.7% | 9,234 | $514K |
| 180 Wealth Advisors, LLC | 0.08% | Add +1.8% | 9,221 | $513K |
| Wedmont Private Capital | 0.03% | Reduce -39.8% | 9,260 | $508K |
| Secure Asset Management, LLC | 0.09% | No change | 9,100 | $506K |
| Correct Capital Wealth Management | 0.11% | No change | 9,033 | $503K |
| Monument Group Wealth Advisors, LLC | 0.30% | No change | 9,030 | $502K |
| Westmount Partners, LLC | 0.15% | No change | 8,876 | $494K |
| Parkside Financial Bank & Trust | 0.07% | Add +0.0% | 8,874 | $494K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 8,842 | $491K |
| Fortis Advisors, LLC | 0.32% | Add +0.3% | 8,785 | $489K |
| Blue Trust, Inc. | 0.01% | Reduce -0.9% | 9,410 | $488K |
| High Probability Advisors, LLC | 0.08% | No change | 8,672 | $482K |
| Hemington Wealth Management | 0.13% | Reduce -0.4% | 8,810 | $481K |
| Advisory Services Network, LLC | 0.01% | No change | 9,203 | $477K |
| Greenspring Advisors, LLC | 0.10% | No change | 8,549 | $476K |
| Alkeme Wealth, LLC | 0.21% | Add +0.4% | 8,521 | $474K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.2% | 8,494 | $473K |
| Journey Strategic Wealth LLC | 0.02% | New | 8,421 | $468K |
| Silver Oak Advisory Group, Inc. | 0.24% | Reduce -3.2% | 8,379 | $466K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -8.1% | 8,317 | $463K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +7.8% | 8,160 | $454K |
| Strategic Blueprint, LLC | 0.03% | Add +35.4% | 7,904 | $440K |
| Composition Wealth, LLC | 0.01% | No change | 7,647 | $425K |
| Geometric Wealth Advisors | 0.08% | No change | 7,629 | $424K |
| MBM Wealth Consultants, LLC | 0.13% | No change | 7,591 | $422K |
| PFG Advisors | 0.03% | Add +13.3% | 7,589 | $422K |
| Greenleaf Trust | 0.00% | Add +2.1% | 7,558 | $420K |
| QRG Capital Management, Inc. | 0.00% | Add +47.2% | 7,349 | $409K |
| HTG Investment Advisors, Inc. | 0.19% | No change | 7,328 | $408K |
| Modern Wealth Management, LLC | 0.02% | New | 7,303 | $406K |
| Awm Capital, LLC | 0.05% | No change | 7,302 | $406K |
| Baker Boyer National Bank | 0.14% | No change | 7,295 | $406K |
| Ieq Capital, LLC | 0.01% | No change | 7,286 | $405K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.3% | 7,261 | $404K |
| Fortis Capital Advisors, LLC | 0.13% | No change | 7,211 | $401K |
| Belpointe Asset Management LLC | 0.02% | No change | 7,211 | $401K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.4% | 7,188 | $400K |
| DBK Financial Counsel, LLC | 0.40% | No change | 7,150 | $398K |
| Greenline Partners, LLC | 0.06% | Add +0.3% | 7,129 | $397K |
| Running Point Capital Advisors, LLC | 0.15% | No change | 7,090 | $394K |
| Private Trust Co. NA | 0.04% | Add +8.7% | 7,032 | $391K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.9% | 6,953 | $387K |
| SageView Advisory Group, LLC | 0.02% | Reduce -30.8% | 6,858 | $382K |
| Syverson Strege & Co | 0.13% | Reduce -5.0% | 6,827 | $380K |
| St. Louis Trust Co | 0.05% | No change | 6,762 | $376K |
| Rowlandmiller & Partners.adv | 0.08% | No change | 6,748 | $375K |
| Rappaport Reiches Capital Management, LLC | 0.10% | Reduce -45.2% | 6,700 | $373K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.0% | 6,763 | $371K |
| Valmark Advisers, Inc. | 0.01% | Add +42.4% | 6,671 | $371K |
| NWK Group, Inc. | 0.15% | New | 6,664 | $371K |
| D. E. Shaw & Co. | 0.00% | Reduce -34.6% | 6,588 | $366K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -25.9% | 6,523 | $363K |
| Wedbush Securities Inc. | 0.01% | Add +2.4% | 6,516 | $362K |
| KM Capital Management Ltd. | 0.19% | Reduce -5.2% | 6,408 | $356K |
| Acorn Financial Advisory Services Inc. | 0.06% | No change | 6,391 | $356K |
| Intrua Financial, LLC | 0.06% | No change | 6,358 | $354K |
| Cascade Wealth Advisors, Inc | 0.25% | No change | 6,347 | $353K |
| Hanover Advisors Inc. | 0.15% | Reduce -8.1% | 6,267 | $349K |
| Fisher Asset Management | 0.00% | Reduce -11.6% | 6,221 | $346K |
| Well Done, LLC | 0.06% | Add +1.7% | 6,096 | $339K |
| PrairieView Partners, LLC | 0.04% | Reduce -0.7% | 6,110 | $339K |
| Independent Financial Group, LLC | 0.01% | Add +1.0% | 6,072 | $338K |
| Mitchell Capital Management Co. | 0.06% | No change | 6,036 | $336K |
| Gryphon Financial Partners LLC | 0.05% | No change | 6,005 | $334K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.1% | 6,049 | $331K |
| Sequent Asset Management, LLC | 0.16% | Reduce -50.0% | 5,932 | $330K |
| Comerica Bank | 0.00% | No change | 5,932 | $330K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.1% | 5,923 | $330K |
| Castle Wealth Management LLC | 0.13% | No change | 5,804 | $323K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +29.1% | 5,730 | $319K |
| Black Point Wealth Management | 0.37% | No change | 5,720 | $318K |
| Vision Capital Management, Inc. | 0.04% | No change | 5,699 | $317K |
| Collective Family Office LLC | 0.09% | No change | 5,658 | $315K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.3% | 5,640 | $314K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,605 | $312K |
| Whalen Wealth Management Inc. | 0.22% | Add +0.4% | 5,585 | $311K |
| TFB Advisors LLC | 0.09% | Reduce -5.3% | 5,544 | $308K |
| Yoder Wealth Management, Inc. | 0.19% | No change | 5,541 | $308K |
| Kathmere Capital Management, LLC | 0.03% | No change | 5,487 | $305K |
| Midland Wealth Advisors, LLC | 0.02% | Add +0.3% | 5,471 | $304K |
| Amarillo National Bank | 0.06% | No change | 5,455 | $303K |
| Goldstein Advisors, LLC | 0.04% | No change | 5,310 | $295K |
| Keener Financial Planning LLC | 0.19% | No change | 5,279 | $293K |
| Accredited Investors Inc. | 0.02% | Reduce -2.3% | 5,236 | $291K |
| Stephens Inc. | 0.00% | Reduce -0.3% | 5,229 | $291K |
| Hilltop Holdings Inc. | 0.02% | Reduce -12.2% | 5,229 | $291K |
| Mustard Seed Financial, LLC | 0.24% | No change | 5,204 | $290K |
| Peavine Capital, LLC | 0.07% | No change | 5,188 | $289K |
| Towneley Capital Management, Inc / DE | 0.06% | Add +0.3% | 5,136 | $286K |
| SJS Investment Consulting Inc. | 0.05% | No change | 5,117 | $285K |
| Procyon Advisors, LLC | 0.02% | No change | 5,064 | $282K |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.3% | 5,037 | $280K |
| Linscomb Wealth, Inc. | 0.01% | No change | 5,020 | $279K |
| Oakworth Capital, Inc. | 0.02% | No change | 4,999 | $278K |
| Ameriprise Financial Inc. | 0.00% | Add +18.4% | 4,996 | $278K |
| Jane Street Group, LLC | 0.00% | Reduce -86.2% | 4,976 | $277K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 4,906 | $273K |
| Tranquility Partners, LLC | 0.10% | Add +8.0% | 4,899 | $273K |
| Ellenbecker Investment Group | 0.05% | Add +0.1% | 4,726 | $263K |
| Clarity Capital Advisors, LLC | 0.19% | Add +0.3% | 4,679 | $260K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 4,660 | $259K |
| SilverOak Wealth Management LLC | 0.06% | No change | 4,638 | $258K |
| Significant Wealth Partners LLC | 0.13% | No change | 4,611 | $257K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.2% | 4,595 | $256K |
| Ridgewood Investments LLC | 0.13% | Add +0.2% | 4,536 | $252K |
| Key Financial Inc | 0.06% | No change | 4,521 | $252K |
| IFP Advisors, Inc | 0.01% | Add +1.5% | 4,500 | $250K |
| tru Independence LLC | 0.07% | Add +5.1% | 4,494 | $250K |
| Tortoise Investment Management, LLC | 0.03% | Add +23.5% | 4,491 | $250K |
| St Germain D J Co. Inc. | 0.01% | Reduce -24.4% | 4,483 | $249K |
| Brown Advisory Inc. | 0.00% | No change | 4,471 | $249K |
| Edge Capital Group, LLC | 0.01% | No change | 4,457 | $248K |
| Busey Bank | 0.01% | No change | 4,453 | $248K |
| Harbor Group, Inc. | 0.06% | Reduce -3.5% | 4,449 | $248K |
| Mattern Capital Management, LLC | 0.03% | New | 4,410 | $245K |
| Chico Wealth RIA | 0.21% | No change | 4,358 | $242K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.38% | No change | 4,350 | $242K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.0% | 4,315 | $240K |
| GEM Asset Management, LLC | 0.14% | Reduce -27.9% | 4,363 | $239K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,233 | $235K |
| Gentry Private Wealth, LLC | 0.19% | Add +0.3% | 4,230 | $235K |
| Pacifica Partners Inc. | 0.10% | No change | 4,224 | $235K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,204 | $234K |
| Flagstone Financial Management | 0.08% | No change | 4,113 | $229K |
| GDS Wealth Management | 0.02% | No change | 4,090 | $228K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 4,079 | $227K |
| Brookstone Capital Management | 0.00% | Add +5.2% | 4,078 | $227K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -98.2% | 4,037 | $225K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,983 | $222K |
| Summit Wealth Partners, LLC | 0.04% | New | 3,966 | $221K |
| Robinswood Financial LLC | 0.08% | Add +0.1% | 3,960 | $220K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,959 | $220K |
| Pettinga Financial Advisors LLC | 0.05% | No change | 3,956 | $220K |
| Financial Alternatives, Inc | 0.15% | Reduce -20.3% | 3,944 | $219K |
| Aspen Wealth Management LLC | 0.07% | Add +1.6% | 3,921 | $218K |
| Mokosak Advisory Group, LLC | 0.07% | Reduce -2.6% | 3,901 | $217K |
| FF Advisors,LLC | 0.14% | No change | 3,868 | $217K |
| Nova R Wealth, Inc. | 0.11% | New | 3,858 | $215K |
| Fiduciary Alliance LLC | 0.03% | New | 3,835 | $213K |
| Argent Trust Co | 0.01% | New | 3,808 | $212K |
| Core Wealth Management, Inc. | 0.08% | No change | 4,025 | $209K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 3,726 | $209K |
| Raymond James Trust N.A. | 0.00% | New | 3,747 | $208K |
| USAdvisors Wealth Management, LLC | 0.07% | New | 3,762 | $208K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -17.5% | 3,680 | $205K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 3,665 | $204K |
| Ironwood Financial, llc | 0.04% | Reduce -23.9% | 3,653 | $203K |
| Frazier Financial Advisors, LLC | 0.16% | No change | 3,595 | $200K |
| Princeton Global Asset Management LLC | 0.04% | No change | 3,561 | $198K |
| Blair William & Co. | 0.00% | Add +1.1% | 3,521 | $196K |
| Raffa Wealth Management, LLC | 0.05% | No change | 3,429 | $191K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 3,296 | $183K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 3,176 | $177K |
| Red Tortoise LLC | 0.09% | No change | 3,175 | $177K |
| Rothschild Investment LLC | 0.01% | No change | 3,123 | $174K |
| NorthRock Partners, LLC | 0.01% | Reduce -38.6% | 3,005 | $167K |
| S.A. Mason LLC | 0.08% | No change | 2,829 | $157K |
| National Bank of Canada | 0.00% | No change | 2,824 | $157K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -18.6% | 2,743 | $153K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -6.5% | 2,733 | $152K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -5.5% | 2,424 | $134K |
| Motco | 0.01% | No change | 2,352 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 2,314 | $129K |
| UMB Bank, n.a. | 0.00% | No change | 2,247 | $125K |
| Investors Research Corp | 0.03% | No change | 2,238 | $125K |
| Private Capital Management LLC | 0.02% | No change | 2,228 | $124K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,100 | $117K |
| Glassman Wealth Services | 0.02% | No change | 2,054 | $114K |
| International Assets Investment Management, LLC | 0.01% | New | 2,313 | $113K |
| Hobbs Group Advisors, LLC | 0.04% | New | 1,968 | $109K |
| New Potomac Partners, LLC | 0.06% | New | 1,928 | $107K |
| Clear Investment Research, LLC | 0.14% | Reduce -14.1% | 1,921 | $107K |
| CENTRAL TRUST Co | 0.00% | Add +37.0% | 1,782 | $99K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,512 | $84K |
| CVA Family Office, LLC | 0.01% | No change | 1,495 | $83K |
| Global Retirement Partners, LLC | 0.00% | Add +2.0% | 1,490 | $83K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,437 | $79K |
| Bull Oak Capital, LLC | 0.04% | Reduce -5.4% | 1,342 | $75K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,329 | $74K |
| Colonial Trust Co / SC | 0.01% | Add +27.9% | 1,279 | $71K |
| Financial Connections Group, Inc. | 0.03% | No change | 1,180 | $65K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -35.7% | 1,107 | $62K |
| Howe & Rusling Inc. | 0.01% | New | 1,101 | $61K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,036 | $58K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 976 | $54K |
| CGC Financial Services, LLC | 0.02% | No change | 942 | $52K |
| Sittner & Nelson, LLC | 0.02% | No change | 939 | $52K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 850 | $47K |
| Legacy Investment Solutions, LLC | 0.03% | — | 784 | $46K |
| Legacy Wealth Managment, LLC | 0.03% | — | 784 | $46K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -36.6% | 832 | $46K |
| Intelligent Financial Strategies | 0.02% | Reduce -16.1% | 752 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 749 | $42K |
| Truvestments Capital LLC | 0.01% | New | 725 | $40K |
| McIlrath & Eck, LLC | 0.01% | Add +0.1% | 714 | $40K |
| WealthShield Partners, LLC | 0.01% | No change | 712 | $40K |
| Steph & Co. | 0.01% | No change | 711 | $40K |
| Mascoma Wealth Management LLC | 0.01% | No change | 575 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 574 | $32K |
| BBJS Financial Advisors, LLC | 0.01% | Add +0.3% | 572 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +12.4% | 570 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 543 | $30K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.5% | 541 | $30K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 508 | $28K |
| Bokf, NA | 0.00% | No change | 428 | $23K |
| Archer Investment Corp | 0.01% | No change | 335 | $19K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 288 | $16K |
| Aspect Partners, LLC | 0.01% | Reduce -3.7% | 206 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +0.5% | 192 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 189 | $11K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 2,005 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 170 | $9K |
| Oarsman Capital, Inc. | 0.00% | New | 134 | $7K |
| WR Wealth Planners, LLC | 0.00% | Add +0.9% | 114 | $6K |
| Quent Capital, LLC | 0.00% | No change | 113 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 112 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 102 | $6K |
| Global Financial Private Client, LLC | 0.00% | Add +60.0% | 80 | $4K |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.