Dimensional US Target ValueDFATETF
13F holders, Q4 2024 (December 31)711holders +77
31new positions
17sold out
4famous investors
$55.67avg. 13F price*
At the end of Q4 2024, 711 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 77 from Q3 2024. 31 opened new positions and 17 sold out. The largest holders were Creative Planning ($783.2M), Focus Partners Wealth ($678.4M) and Forum Financial Management, LP ($497.9M). 4 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 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $54.1M |
| Exits | 17 | $11.8M |
All 13F filers, Q3 2024 → Q4 2024: 6,552,654 shares bought and 2,917,686 shares sold, net +3,634,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 711 holders
| Creative Planning | 0.76% | Reduce -0.5% | 14,071,843 | $783.2M |
| Focus Partners Wealth | 1.77% | Reduce -0.3% | 12,188,115 | $678.4M |
| Forum Financial Management, LP | 8.25% | Add +1.8% | 8,944,962 | $497.9M |
| Index Fund Advisors, Inc. | 21.65% | Reduce -2.4% | 7,196,286 | $400.5M |
| Savant Capital, LLC | 2.25% | Reduce -1.1% | 5,132,422 | $285.7M |
| Focus Partners Advisor Solutions, LLC | 4.53% | Add +34.4% | 4,820,280 | $268.3M |
| Pure Financial Advisors, LLC | 5.08% | Add +12.9% | 4,016,863 | $223.6M |
| Jackson Thornton Wealth Management, LLC | 20.78% | Add +3.3% | 2,954,177 | $164.4M |
| Corient Private Wealth LP | 0.25% | Reduce -0.4% | 2,762,162 | $153.4M |
| Asset Dedication, LLC | 10.01% | Add +4.2% | 2,284,569 | $127.2M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -3.3% | 2,271,842 | $126.5M |
| EP Wealth Advisors, LLC | 1.01% | Add +20.7% | 2,231,308 | $124.2M |
| HighTower Advisors, LLC | 0.16% | Reduce -0.0% | 2,042,795 | $113.7M |
| Willow Creek Wealth Management Inc. | 11.08% | Add +6.9% | 1,952,837 | $108.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -5.6% | 1,942,931 | $108.1M |
| Trust Co of the South | 20.49% | Reduce -1.1% | 1,807,844 | $100.6M |
| RW Investment Management LLC | 11.71% | Reduce -8.7% | 1,726,366 | $96.1M |
| Apella Capital, LLC | 3.58% | Reduce -4.4% | 1,677,344 | $93.4M |
| Plancorp, LLC | 3.68% | Reduce -1.6% | 1,609,388 | $89.6M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -33.1% | 1,506,346 | $83.8M |
| Truepoint, Inc. | 2.19% | Reduce -1.0% | 1,470,317 | $81.8M |
| Abacus Wealth Partners, LLC | 10.99% | Add +11.1% | 1,322,095 | $73.6M |
| Raymond James Financial Inc. | 0.03% | — | 1,243,769 | $69.2M |
| Great Oak Capital Partners, LLC | 22.39% | Add +0.7% | 1,213,060 | $67.0M |
| Evanson Asset Management, LLC | 4.22% | Reduce -0.4% | 1,107,372 | $61.6M |
| Team Hewins, LLC | 21.48% | Reduce -1.5% | 986,639 | $54.9M |
| LPL Financial LLC | 0.02% | Add +13.7% | 984,227 | $54.8M |
| Bank of America Corp. | 0.01% | Add +4.5% | 963,598 | $53.6M |
| Merriman Wealth Management, LLC | 2.04% | Reduce -4.3% | 880,267 | $49.0M |
| Sax Wealth Advisors, LLC | 3.82% | Reduce -1.9% | 878,023 | $48.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.30% | Add +1.4% | 858,363 | $47.8M |
| Allworth Financial LP | 0.26% | Add +30.2% | 812,839 | $46.8M |
| Modera Wealth Management, LLC | 0.56% | Reduce -4.0% | 836,549 | $46.6M |
| Bayshore Asset Management, LLC | 21.10% | Reduce -0.9% | 825,030 | $45.9M |
| Monograph Wealth Advisors, LLC | 5.92% | Reduce -0.5% | 805,074 | $44.8M |
| Forvis Mazars Wealth Advisors, LLC | 1.03% | Reduce -5.9% | 803,480 | $44.7M |
| Earned Wealth Advisors, LLC | 14.26% | Reduce -0.3% | 800,804 | $44.6M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +1.8% | 798,090 | $44.4M |
| Sensible Money, LLC | 19.33% | Add +5.8% | 792,038 | $44.1M |
| MBB Public Markets I LLC | 5.11% | Add +0.7% | 774,000 | $43.1M |
| Elser Financial Planning, Inc | 2.35% | New | 706,144 | $39.3M |
| Great Waters Wealth Management | 5.00% | Add +14.7% | 699,696 | $38.9M |
| Cerity Partners LLC | 0.08% | Reduce -2.0% | 693,270 | $38.6M |
| Mariner, LLC | 0.06% | Add +9.7% | 690,338 | $38.4M |
| Joel Isaacson & Co., LLC | 1.67% | Add +1.4% | 665,654 | $37.1M |
| Keb Asset Management, LLC | 10.01% | Reduce -0.7% | 624,733 | $34.8M |
| Phillips Financial Management, LLC | 2.59% | Add +32.1% | 592,559 | $33.0M |
| Parkwoods Wealth Partners, LLC | 25.93% | Add +3.3% | 585,752 | $32.6M |
| Hill Investment Group Partners, LLC | 4.27% | Reduce -10.4% | 572,127 | $31.8M |
| Tumwater Wealth Management, LLC | 16.10% | — | 551,592 | $30.7M |
| Assetmark, Inc. | 0.08% | Add +2.0% | 543,199 | $30.2M |
| TFC Financial Management, Inc. | 4.73% | Reduce -0.6% | 537,373 | $29.9M |
| EnRich Financial Partners LLC | 9.50% | Reduce -0.8% | 512,600 | $28.5M |
| TCI Wealth Advisors, Inc. | 2.32% | Reduce -1.5% | 499,751 | $27.8M |
| Beaird Harris Wealth Management, LLC | 2.40% | Reduce -1.3% | 499,289 | $27.8M |
| Efficient Frontier Advisors LLC | 18.33% | Reduce -1.0% | 497,924 | $27.7M |
| Choreo, LLC | 0.39% | Reduce -2.6% | 490,129 | $27.3M |
| WPWealth LLP | 5.54% | Add +4.6% | 487,367 | $27.1M |
| Kraft Asset Management, LLC | 20.54% | Reduce -1.3% | 466,135 | $26.6M |
| Foster Group, Inc. | 0.99% | Reduce -7.8% | 467,533 | $26.0M |
| JPMorgan Chase & Co. | 0.00% | Add +77.7% | 461,497 | $25.7M |
| First Command Advisory Services, Inc. | 0.24% | Add +9.2% | 456,696 | $25.4M |
| Watchman Group, Inc. | 6.59% | Reduce -1.9% | 451,115 | $25.1M |
| Planning Center, Inc. | 3.15% | Reduce -1.6% | 446,336 | $24.8M |
| Meritas Wealth Management, LLC | 14.89% | Reduce -3.7% | 444,733 | $24.8M |
| Squire Investment Management Company, LLC | 10.84% | Reduce -0.3% | 442,730 | $24.6M |
| Mosaic Family Wealth Partners, LLC | 3.45% | Add +4.4% | 429,167 | $23.9M |
| UBS Group AG | 0.01% | Reduce -4.6% | 423,068 | $23.5M |
| Cetera Investment Advisers | 0.05% | Add +6.9% | 421,974 | $23.5M |
| PBMares Wealth Management LLC | 4.79% | Add +1.5% | 421,383 | $23.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.5% | 416,501 | $23.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -2.0% | 415,145 | $23.1M |
| Tillman Hartley LLC | 6.42% | Reduce -0.3% | 401,733 | $22.4M |
| Financial Harvest, LLC | 18.74% | — | 398,953 | $22.2M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +44.3% | 398,638 | $22.2M |
| TFO Wealth Partners, LLC | 10.36% | Reduce -1.6% | 392,197 | $21.8M |
| Conrad Siegel Investment Advisors, Inc. | 5.87% | Add +0.8% | 391,208 | $21.8M |
| Lauterbach Financial Advisors, LLC | 12.77% | Reduce -2.5% | 377,989 | $21.0M |
| Bridge Generations Wealth Management LLC | 13.88% | — | 377,625 | $21.0M |
| Allen Capital Group, LLC | 2.52% | Reduce -0.7% | 369,752 | $20.6M |
| Cardiff Park Advisors, LLC | 1.93% | Add +0.2% | 362,607 | $20.2M |
| AE Wealth Management LLC | 0.17% | Add +10.9% | 360,124 | $20.0M |
| Exencial Wealth Advisors, LLC | 0.73% | Reduce -0.4% | 354,130 | $19.7M |
| Confluence Wealth Services, Inc. | 1.27% | Add +13.2% | 339,318 | $19.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -4.0% | 345,711 | $19.2M |
| MML Investors Services, LLC | 0.07% | Add +1.8% | 343,272 | $19.1M |
| Larson Financial Group LLC | 0.97% | Reduce -7.4% | 337,395 | $18.8M |
| Cambridge Financial Group, LLC | 8.01% | Add +3.1% | 336,559 | $18.7M |
| Disciplined Equity Management, Inc. | 12.00% | Reduce -1.7% | 332,628 | $18.5M |
| Babb Wealth Advisors LLC | 14.82% | — | 330,360 | $18.4M |
| Triune Financial Partners, LLC | 5.77% | Add +1.4% | 329,400 | $18.3M |
| Dopkins Wealth Management, LLC | 9.26% | Add +14.3% | 326,625 | $18.2M |
| Aspen Wealth Management LLC | 5.24% | Add +8003.4% | 317,735 | $17.7M |
| Summit Financial Strategies, Inc. | 1.92% | Add +8.5% | 312,233 | $17.4M |
| Quantum Financial Advisors, LLC | 2.52% | Reduce -4.1% | 297,456 | $16.6M |
| Rf&l Wealth Management, LLC | 11.59% | Add +0.4% | 294,438 | $16.4M |
| RS Crum Inc. | 4.02% | Reduce -1.0% | 292,771 | $16.3M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 290,716 | $16.2M |
| Adero Partners, LLC | 1.03% | Reduce -1.9% | 287,988 | $16.0M |
| Master's Wealth Management Inc. | 8.45% | — | 284,478 | $15.8M |
| Sterling Wealth Management, Inc. | 5.75% | Add +7.0% | 279,506 | $15.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 9.17% | Add +1.9% | 279,453 | $15.6M |
| BlueSky Wealth Advisors, LLC | 2.42% | Add +1.3% | 278,459 | $15.5M |
| Lakeshore Financial Planning, Inc. | 6.60% | Reduce -0.8% | 277,919 | $15.5M |
| Equitable Holdings, Inc. | 0.15% | Add +6.8% | 275,106 | $15.3M |
| New England Private Wealth Advisors LLC | 2.38% | Reduce -2.1% | 270,306 | $15.0M |
| McMill Wealth Management | 5.97% | — | 265,023 | $14.8M |
| Libra Wealth LLC | 5.73% | Reduce -2.9% | 264,900 | $14.7M |
| G2 Capital Management, LLC / Oh | 4.35% | Add +0.8% | 264,842 | $14.7M |
| Betterment LLC | 0.03% | Add +5.5% | 262,780 | $14.6M |
| Wealth Management Nebraska | 2.37% | — | 262,259 | $14.6M |
| Andrews, Lucia Wealth Management LLC | 9.63% | Reduce -0.2% | 259,327 | $14.4M |
| Sandy Spring Bank | 0.58% | Add +3.0% | 258,606 | $14.4M |
| Ruedi Wealth Management, Inc. | 4.41% | Add +7.1% | 251,203 | $14.0M |
| Visionary Wealth Advisors | 0.81% | Add +5.5% | 249,009 | $13.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.60% | Add +6.5% | 247,683 | $13.8M |
| McLean Asset Management Corp | 4.12% | Reduce -2.0% | 246,512 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -0.6% | 245,189 | $13.6M |
| JDH Wealth Management, LLC | 11.92% | — | 244,124 | $13.6M |
| Strategic Investment Solutions, Inc. | 4.48% | Reduce -1.5% | 250,969 | $13.4M |
| Kelly Financial Group LLC | 4.71% | — | 237,975 | $13.2M |
| Cook Wealth, LLC | 6.12% | Add +2.6% | 225,992 | $13.1M |
| Altiora Financial Group, LLC | 2.82% | Add +12.2% | 233,060 | $13.0M |
| Navigoe, LLC | 12.60% | — | 231,843 | $12.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +21.4% | 226,953 | $12.6M |
| Mather Group, Llc. | 0.16% | Reduce -14.7% | 219,452 | $12.2M |
| Moisand Fitzgerald Tamayo, LLC | 1.67% | Reduce -1.6% | 211,620 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 208,883 | $11.6M |
| Capstone Wealth Management, LLC | 11.33% | — | 208,336 | $11.6M |
| Jones Financial Companies LLLP | 0.01% | Add +31.6% | 201,063 | $11.2M |
| Vestia Personal Wealth Advisors | 9.06% | Reduce -1.1% | 197,779 | $11.0M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -6.4% | 196,129 | $10.9M |
| Juncture Wealth Strategies, LLC | 4.02% | Add +5.3% | 194,009 | $10.8M |
| BWM Planning, LLC | 4.65% | Reduce -4.0% | 192,073 | $10.7M |
| Scratch Capital LLC | 13.03% | — | 191,652 | $10.7M |
| Graver Capital Management, LLC | 10.94% | — | 188,141 | $10.5M |
| Pinney & Scofield, Inc. | 7.85% | — | 186,301 | $10.4M |
| ShankerValleau Wealth Advisors, Inc. | 3.33% | Reduce -4.0% | 186,099 | $10.4M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Reduce -0.9% | 185,780 | $10.3M |
| Morgan Stanley | 0.00% | Add +30.4% | 181,972 | $10.1M |
| Better Money Decisions, LLC | 6.80% | Add +12.0% | 176,231 | $9.8M |
| Fiduciary Financial Group, LLC | 2.12% | Add +0.4% | 176,927 | $9.7M |
| Aspiriant, LLC | 0.35% | Add +0.8% | 173,061 | $9.6M |
| Spire Wealth Management | 0.29% | Add +1.1% | 169,164 | $9.4M |
| Austin Asset Management Co Inc | 1.91% | Reduce -2.6% | 165,205 | $9.2M |
| OLIO Financial Planning | 3.23% | Add +281.2% | 165,201 | $9.2M |
| Glassy Mountain Advisors, Inc. | 3.13% | Add +0.8% | 164,497 | $9.2M |
| Legacy Financial Group, Inc. | 2.92% | Reduce -2.9% | 162,868 | $9.1M |
| American Investment Services, Inc. | 1.59% | Reduce -1.5% | 161,049 | $9.0M |
| McKinley Carter Wealth Services, Inc. | 0.54% | Add +5.3% | 159,827 | $8.9M |
| Vawter Financial, Ltd. | 5.34% | Reduce -3.4% | 159,694 | $8.9M |
| Rise Advisors, LLC | 4.23% | Reduce -0.6% | 158,034 | $8.8M |
| Oppenheimer & Co. Inc. | 0.13% | Add +0.3% | 156,628 | $8.7M |
| Timonier Family Office, LTD. | 4.44% | — | 155,398 | $8.6M |
| Activest Wealth Management | 2.41% | Add +7.5% | 154,758 | $8.6M |
| Pillar Financial Advisors, LLC | 6.58% | — | 154,335 | $8.6M |
| Lutz Financial Services LLC | 0.65% | Reduce -1.2% | 144,092 | $8.0M |
| Avondale Wealth Management | 5.11% | Add +8.0% | 143,178 | $8.0M |
| DiNuzzo Private Wealth, Inc. | 1.00% | Reduce -2.2% | 142,402 | $7.9M |
| Liberty Wealth Management LLC | 1.29% | Reduce -1.4% | 139,330 | $7.8M |
| Regions Financial Corp. | 0.06% | Add +0.1% | 137,365 | $7.6M |
| RFG Advisory, LLC | 0.21% | Add +8.3% | 135,794 | $7.6M |
| Gradient Capital Advisors, LLC | 2.43% | Reduce -0.3% | 135,626 | $7.5M |
| Passive Capital Management, LLC. | 2.63% | Add +0.0% | 134,416 | $7.5M |
| OMNI 360 Wealth, Inc. | 4.92% | Add +21.7% | 132,979 | $7.4M |
| Captrust Financial Advisors | 0.02% | Add +0.1% | 130,011 | $7.2M |
| Lionshead Wealth Management, LLC | 5.20% | — | 129,199 | $7.2M |
| Ariadne Wealth Management, LP | 3.29% | Reduce -0.0% | 125,934 | $7.2M |
| Rather & Kittrell, Inc. | 1.66% | Reduce -2.4% | 126,905 | $7.1M |
| Good Life Advisors, LLC | 0.51% | Add +1.0% | 124,705 | $6.9M |
| D.A. Davidson & Co. | 0.06% | Add +1.1% | 122,401 | $6.8M |
| Disciplined Investments, LLC | 3.34% | Add +2.5% | 121,760 | $6.8M |
| Park Avenue Securities LLC | 0.07% | Add +10.8% | 121,479 | $6.8M |
| Mason Investment Advisory Services, Inc. | 0.39% | Add +0.3% | 118,750 | $6.6M |
| Northwest Wealth Management, LLC | 1.37% | Reduce -9.3% | 116,172 | $6.5M |
| Efficient Advisors, LLC | 0.41% | Add +13.5% | 113,259 | $6.3M |
| Seneschal Advisors, LLC | 5.22% | — | 112,153 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Add +296.1% | 110,900 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.7% | 110,728 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -2.1% | 110,706 | $6.2M |
| Mission Wealth Management, LP | 0.15% | Add +382.7% | 110,432 | $6.1M |
| Sachem Hill LLC | 1.25% | Reduce -1.5% | 107,394 | $6.0M |
| FMB Wealth Management | 3.35% | Reduce -3.3% | 106,943 | $6.0M |
| Watershed Private Wealth LLC | 2.27% | Reduce -0.3% | 104,773 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +38.7% | 102,762 | $5.7M |
| Kings Path Partners LLC | 2.43% | Add +9.7% | 102,385 | $5.7M |
| MAI Capital Management | 0.04% | Reduce -1.1% | 102,142 | $5.7M |
| Cherry Tree Wealth Management, LLC | 1.38% | Reduce -3.4% | 99,844 | $5.6M |
| HMV Wealth Advisors, LLC | 5.54% | — | 99,377 | $5.5M |
| Carlson Capital Management | 0.24% | Reduce -3.8% | 99,247 | $5.5M |
| FinDec Wealth Services, Inc. | 3.82% | Reduce -10.6% | 98,714 | $5.5M |
| Red Lighthouse Investment Management, LLC | 2.16% | Reduce -1.9% | 98,278 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +3.7% | 97,848 | $5.4M |
| Gibson Capital, LLC | 1.11% | Reduce -2.5% | 97,434 | $5.4M |
| CogentBlue Wealth Advisors, LLC | 4.73% | — | 96,591 | $5.4M |
| Annandale Capital, LLC | 1.05% | Add +4.1% | 95,134 | $5.3M |
| Parkshore Wealth Management, Inc. | 3.18% | — | 95,019 | $5.3M |
| Walter & Keenan Wealth Management LLC /in/ | 1.59% | Add +55.8% | 94,731 | $5.3M |
| TAGStone Capital, Inc. | 2.57% | Add +2.5% | 93,812 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +31.9% | 93,504 | $5.2M |
| City State Bank | 1.82% | Add +5.8% | 92,724 | $5.2M |
| SwitchPoint Financial Planning, LLC | 4.93% | — | 92,475 | $5.1M |
| CFS Investment Advisory Services, LLC | 0.45% | Reduce -3.5% | 91,027 | $5.1M |
| Porter White Investment Advisors, Inc. | 2.41% | Reduce -2.4% | 85,370 | $4.8M |
| RTD Financial Advisors, Inc. | 0.61% | Reduce -0.2% | 84,802 | $4.7M |
| Shearwater Capital LLC | 3.19% | Reduce -0.0% | 84,385 | $4.7M |
| Townsquare Capital LLC | 0.05% | Add +121.5% | 83,583 | $4.7M |
| Parkworth Wealth Management, Inc. | 3.78% | — | 81,718 | $4.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.67% | Add +1.6% | 81,477 | $4.5M |
| Pacific Asset Management, LLC | 4.25% | — | 81,229 | $4.5M |
| Private Wealth Management Group, LLC | 1.73% | Reduce -8.3% | 81,224 | $4.5M |
| Claris Advisors, LLC / Mo / | 1.69% | Add +0.3% | 80,881 | $4.5M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -4.3% | 80,630 | $4.5M |
| Mills Wealth Advisors LLC | 2.55% | Add +16.1% | 80,423 | $4.5M |
| Verdence Capital Advisors LLC | 0.36% | No change | 80,135 | $4.5M |
| 1900 Wealth Management LLC | 0.37% | Reduce -5.3% | 78,879 | $4.4M |
| Valued Wealth Advisors LLC | 2.72% | Add +5.2% | 77,876 | $4.3M |
| SC&H Financial Advisors, Inc. | 0.89% | Add +2.9% | 77,214 | $4.3M |
| Farther Finance Advisors, LLC | 0.15% | Add +5.4% | 76,098 | $4.2M |
| BBR Partners, LLC | 0.29% | Reduce -5.3% | 74,746 | $4.2M |
| Evensky & Katz LLC | 0.27% | Add +0.1% | 74,509 | $4.1M |
| AQR Capital Management | 0.01% | Add +6.1% | 74,234 | $4.1M |
| Concentrum Wealth Management | 1.44% | Add +17.3% | 73,311 | $4.1M |
| Diversified Portfolios, Inc. | 0.44% | Reduce -1.5% | 73,240 | $4.1M |
| Wealthstream Advisors, Inc. | 0.75% | Reduce -6.8% | 73,138 | $4.1M |
| Vestment Financial LLC | 3.09% | — | 73,145 | $4.0M |
| Level Financial Advisors | 1.48% | Reduce -1.4% | 72,510 | $4.0M |
| Burk Holdings LLC | 3.23% | — | 71,657 | $4.0M |
| Vantage Point Financial LLC | 2.01% | — | 66,971 | $3.7M |
| Total Wealth Planning, LLC | 0.57% | Reduce -2.0% | 65,647 | $3.7M |
| White Wing Wealth Management | 2.71% | Add +2.0% | 65,538 | $3.6M |
| Fortitude Family Office, LLC | 1.30% | Add +27.1% | 65,497 | $3.6M |
| BetterWealth, LLC | 0.99% | Add +0.1% | 64,850 | $3.6M |
| Elevate Wealth Advisory, Inc. | 2.69% | Add +5.0% | 64,340 | $3.6M |
| Symmetry Partners, LLC | 0.49% | Add +3.0% | 62,456 | $3.5M |
| Klingman & Associates, LLC | 0.22% | No change | 62,218 | $3.5M |
| Shira Ridge Wealth Management | 1.66% | Reduce -8.1% | 61,086 | $3.4M |
| Physician Wealth Solutions Inc. | 1.70% | Reduce -0.0% | 60,891 | $3.4M |
| Factor Wealth Management LTD | 1.12% | — | 60,746 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +4.6% | 59,631 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +4.6% | 59,631 | $3.3M |
| Freedom Investment Management, Inc. | 0.27% | Add +0.9% | 59,206 | $3.3M |
| Curio Wealth, LLC | 1.74% | — | 58,137 | $3.2M |
| True Wealth Design, LLC | 1.25% | Reduce -10.8% | 57,793 | $3.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.78% | Add +0.0% | 57,045 | $3.2M |
| Rooted Wealth Advisors, Inc. | 1.23% | Add +12.9% | 56,288 | $3.1M |
| LJI Wealth Management, LLC | 0.62% | Add +0.4% | 56,245 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -1.1% | 55,128 | $3.1M |
| Weinberger Asset Management, Inc | 1.27% | Add +8.7% | 54,788 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -0.3% | 54,442 | $3.0M |
| Live Oak Private Wealth LLC | 0.51% | Reduce -1.6% | 54,357 | $3.0M |
| Aegis Wealth Management LLC | 2.02% | — | 53,624 | $3.0M |
| Aviance Capital Partners, LLC | 0.41% | Add +7.0% | 53,244 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +45.4% | 51,304 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -25.1% | 51,003 | $2.8M |
| Werba Rubin Papier Wealth Management | 0.66% | Reduce -0.3% | 50,339 | $2.8M |
| WorthPointe, LLC | 1.13% | Reduce -0.7% | 48,897 | $2.7M |
| Jentner Corp | 0.78% | Reduce -0.4% | 47,878 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 47,719 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +5.8% | 47,553 | $2.6M |
| ARK & TLK Investments, LLC | 0.91% | Reduce -0.4% | 47,242 | $2.6M |
| Applied Capital LLC | 1.35% | Reduce -0.0% | 47,064 | $2.6M |
| Quantum Financial Planning Services, Inc. | 1.44% | — | 46,615 | $2.6M |
| SOL Capital Management CO | 0.29% | No change | 46,020 | $2.6M |
| XY Planning Network, Inc. | 1.91% | — | 45,660 | $2.5M |
| Aerodigm Wealth, LLC | 1.52% | Reduce -2.0% | 45,636 | $2.5M |
| Certified Advisory Corp | 0.27% | Add +5.6% | 44,584 | $2.5M |
| Grove Street Fiduciary, LLC | 1.29% | — | 44,254 | $2.5M |
| Maryland Capital Advisors Inc. | 1.14% | Add +20.6% | 44,192 | $2.5M |
| BlackRock, Inc. | 0.00% | New | 43,324 | $2.4M |
| Rockwood Wealth Management, LLC | 0.26% | Add +0.0% | 42,631 | $2.4M |
| TruNorth Capital Management, LLC | 0.65% | No change | 42,419 | $2.4M |
| Elevation Wealth Partners, LLC | 0.98% | Add +1.4% | 41,853 | $2.3M |
| Avant Financial Advisors LLC | 2.10% | — | 41,154 | $2.3M |
| Investmark Advisory Group LLC | 1.12% | Add +4.1% | 41,042 | $2.3M |
| Mattern Wealth Management LLC | 0.50% | Add +2.5% | 41,005 | $2.3M |
| Main Street Financial Solutions, LLC | 0.22% | Add +3.6% | 39,300 | $2.2M |
| AG Asset Advisory, LLC | 2.15% | — | 38,721 | $2.2M |
| Redwood Park Advisors LLC | 1.83% | — | 38,558 | $2.1M |
| Cascade Financial Partners, LLC | 0.28% | Add +3.2% | 38,556 | $2.1M |
| Marcum Wealth, LLC | 0.19% | Add +0.3% | 38,353 | $2.1M |
| Bridgewater Advisors Inc. | 0.22% | No change | 37,875 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +2.6% | 36,835 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +5.6% | 37,719 | $2.1M |
| Financial Counselors Inc. | 0.03% | Add +5.1% | 37,358 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.67% | Reduce -0.9% | 36,516 | $2.0M |
| Astra Wealth Partners LLC | 1.91% | — | 36,421 | $2.0M |
| Fortress Wealth Management, Inc. | 0.98% | Add +0.1% | 36,160 | $2.0M |
| Addison Advisors LLC | 0.56% | Reduce -6.8% | 35,963 | $2.0M |
| Abel Hall, LLC | 1.27% | Reduce -2.6% | 35,767 | $2.0M |
| Beckerman Institutional, LLC | 1.59% | Add +4.8% | 35,699 | $2.0M |
| Bragg Financial Advisors, Inc | 0.08% | Add +10.9% | 35,100 | $2.0M |
| Bessemer Group Inc. | 0.00% | Add +46.5% | 34,534 | $1.9M |
| Strategent Financial, LLC | 1.89% | — | 34,260 | $1.9M |
| Caprock Group, LLC | 0.06% | No change | 34,155 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Add +2.5% | 34,098 | $1.9M |
| Verus Wealth Management, LLC | 2.09% | — | 33,532 | $1.9M |
| Eclectic Associates Inc. | 0.55% | Add +190.1% | 33,300 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.0% | 33,195 | $1.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.23% | Reduce -1.0% | 33,163 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 31,371 | $1.8M |
| Strathmore Capital Advisors, Inc. | 1.32% | — | 32,593 | $1.8M |
| Heritage Investment Group, Inc. | 0.34% | No change | 32,557 | $1.8M |
| Cassady Schiller Wealth Management, LLC | 0.66% | Reduce -6.5% | 32,280 | $1.8M |
| Poinciana Advisors Group, LLC | 1.80% | — | 31,986 | $1.8M |
| Corus Family Wealth Advisors | 1.20% | Add +0.2% | 31,938 | $1.8M |
| Berkeley, Inc | 0.92% | Reduce -55.9% | 31,929 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +540.8% | 31,884 | $1.8M |
| Lam Group, Inc. | 1.25% | Reduce -0.8% | 31,498 | $1.8M |
| Morris Financial Concepts, Inc. | 0.74% | Add +5.2% | 31,046 | $1.7M |
| Montag A & Associates Inc. | 0.08% | No change | 29,849 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 29,805 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.2% | 29,797 | $1.7M |
| Balboa Wealth Partners | 0.38% | Reduce -5.9% | 29,709 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.23% | Add +1.7% | 28,382 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +322.5% | 29,374 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +6.6% | 29,326 | $1.6M |
| Quarry Hill Advisors, LLC | 1.09% | Reduce -0.1% | 29,155 | $1.6M |
| Lauer Wealth, LLC | 1.08% | No change | 29,075 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | New | 28,935 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.4% | 28,650 | $1.6M |
| Studio Investment Management LLC | 0.34% | Add +29.9% | 28,478 | $1.6M |
| CarsonAllaria Wealth Management, Ltd. | 0.90% | Reduce -0.8% | 28,321 | $1.6M |
| True North Advisors, LLC | 0.37% | New | 28,257 | $1.6M |
| Versant Capital Management, Inc | 0.34% | Reduce -1.1% | 28,159 | $1.6M |
| Keel Point, LLC | 0.12% | Reduce -35.2% | 27,815 | $1.5M |
| Websterrogers Financial Advisors, LLC | 0.53% | Reduce -3.2% | 27,472 | $1.5M |
| Hutchinson Capital Management | 0.29% | Add +176.7% | 27,213 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.30% | Reduce -1.7% | 26,950 | $1.5M |
| IFG Advisors, LLC | 0.30% | New | 26,744 | $1.5M |
| Measured Wealth Private Client Group, LLC | 0.48% | Reduce -1.1% | 26,713 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 26,705 | $1.5M |
| Long Island Wealth Management, Inc. | 0.92% | Reduce -29.9% | 26,445 | $1.5M |
| Tru Independence Asset Management 2, LLC | 1.22% | Reduce -8.5% | 26,333 | $1.5M |
| Renasant Bank | 0.94% | No change | 26,169 | $1.5M |
| Curi Capital, LLC | 0.03% | Reduce -7.9% | 26,011 | $1.4M |
| Pure Portfolios Holdings LLC | 0.54% | Add +7.7% | 25,952 | $1.4M |
| 25 LLC | 0.61% | Reduce -0.0% | 25,788 | $1.4M |
| Kondo Wealth Advisors, Inc. | 0.70% | — | 24,893 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.42% | Reduce -17.7% | 24,365 | $1.4M |
| Foundation Wealth Management, LLC\PA | 0.64% | — | 23,726 | $1.3M |
| Future You Wealth LLC | 0.93% | — | 23,466 | $1.3M |
| WealthCollab, LLC | 0.83% | No change | 23,334 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.3% | 22,626 | $1.3M |
| Melfa Wealth Management, Inc. | 0.84% | Add +0.2% | 22,533 | $1.3M |
| BOS Asset Management, LLC | 0.45% | Add +4.6% | 22,454 | $1.2M |
| Zhang Financial LLC | 0.07% | Reduce -5.9% | 22,448 | $1.2M |
| Wealthspan Partners, LLC | 0.57% | Add +0.4% | 21,276 | $1.2M |
| Bank of Montreal | 0.00% | Add +5.5% | 21,017 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +22.3% | 20,802 | $1.2M |
| MB Generational Wealth, LLC | 0.84% | Reduce -0.7% | 20,563 | $1.1M |
| Fiducient Advisors LLC | 0.14% | Add +0.4% | 20,099 | $1.1M |
| Intergy Private Wealth, LLC | 0.42% | Add +0.0% | 19,999 | $1.1M |
| Aurelius Family Office LLC | 0.56% | — | 19,998 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.9% | 19,814 | $1.1M |
| Meredith Wealth Planning | 0.49% | Reduce -0.1% | 19,808 | $1.1M |
| Peirce Capital Management, LLC | 0.56% | Reduce -2.4% | 19,567 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +41.8% | 19,148 | $1.1M |
| Partners in Financial Planning | 0.22% | Add +0.2% | 18,961 | $1.1M |
| Integrity Wealth Solutions LLC | 0.59% | Add +0.4% | 18,902 | $1.1M |
| &partners | 0.01% | Add +45.7% | 18,699 | $1.0M |
| Safeguard Investment Advisory Group, LLC | 0.29% | Reduce -6.5% | 18,765 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Add +170.7% | 18,563 | $1.0M |
| FMR LLC | 0.00% | Reduce -11.8% | 18,472 | $1.0M |
| Vannoy Advisory Group, Inc. | 0.76% | No change | 18,441 | $1.0M |
| L.K. Benson & Company, P.C. | 0.72% | — | 18,436 | $1.0M |
| Dakota Wealth Management | 0.02% | No change | 18,311 | $1.0M |
| Grand Wealth Management, LLC | 0.57% | Add +1.6% | 18,278 | $1.0M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -5.0% | 18,211 | $1.0M |
| Compass Advisory Group LLC | 0.36% | Reduce -90.4% | 18,196 | $1.0M |
| David Wealth Management LLC | 0.83% | — | 18,119 | $1.0M |
| Krilogy Financial LLC | 0.07% | Add +0.1% | 17,728 | $987K |
| Berger Financial Group, Inc | 0.07% | New | 17,672 | $984K |
| McGrath & Associates, Inc. | 1.98% | — | 17,657 | $983K |
| Keebeck Wealth Management | 0.14% | No change | 17,580 | $979K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 17,580 | $979K |
| Summit Trail Advisors, LLC | 0.04% | No change | 17,382 | $967K |
| Sanctuary Wealth Management, L.L.C. | 0.64% | Reduce -21.5% | 17,323 | $964K |
| Kavar Capital Partners Group, LLC | 0.16% | Add +0.1% | 16,867 | $939K |
| Quantinno Capital Management LP | 0.01% | Add +15.4% | 16,751 | $932K |
| Sensible Financial Planning & Management, LLC. | 0.19% | No change | 16,608 | $924K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 16,472 | $917K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +29.8% | 16,333 | $909K |
| Prudent Man Investment Management, Inc. | 0.50% | — | 16,256 | $905K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.0% | 15,839 | $905K |
| Trustmark Bank Trust Department | 0.07% | No change | 16,080 | $895K |
| Principal Securities, Inc. | 0.02% | Reduce -14.5% | 15,999 | $891K |
| Warwick Investment Management, Inc. | 0.18% | Add +0.4% | 15,963 | $889K |
| Smartleaf Asset Management LLC | 0.09% | Reduce -0.1% | 15,867 | $880K |
| Keybank National Association | 0.00% | No change | 15,816 | $880K |
| Apollon Wealth Management, LLC | 0.02% | Add +24.4% | 15,815 | $880K |
| Medallion Wealth Advisors, LLC | 0.43% | — | 15,633 | $867K |
| Evoke Wealth, LLC | 0.02% | Add +29.1% | 15,544 | $865K |
| Pinnacle Bancorp, Inc. | 0.28% | No change | 15,399 | $857K |
| Commerce Bank | 0.01% | Reduce -0.1% | 15,349 | $854K |
| Falcon Wealth Planning | 0.10% | Add +0.0% | 15,335 | $854K |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.3% | 15,096 | $840K |
| Bannerman Wealth Management Group, LLC | 0.69% | — | 15,068 | $839K |
| Lodestone Wealth Management LLC | 0.42% | Add +19.0% | 14,967 | $833K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -30.8% | 14,802 | $824K |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +5.0% | 14,679 | $817K |
| Capital Investment Advisors, LLC | 0.02% | No change | 14,631 | $814K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.7% | 14,570 | $811K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -2.5% | 14,585 | $809K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 14,531 | $809K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -15.7% | 14,517 | $807K |
| Compound Planning, Inc. | 0.04% | New | 14,384 | $801K |
| Mission Hills Financial Advisory, LLC | 0.61% | No change | 14,186 | $790K |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.0% | 14,141 | $787K |
| American Capital Advisory, LLC | 0.43% | Add +7.4% | 14,071 | $783K |
| Martin Worley Group | 0.49% | — | 13,989 | $779K |
| Baker Tilly Wealth Management, LLC | 0.30% | No change | 13,940 | $776K |
| Signet Financial Management, LLC | 0.10% | No change | 13,652 | $760K |
| Murphy Pohlad Asset Management LLC | 0.32% | Reduce -10.1% | 13,393 | $745K |
| Clark Asset Management, LLC | 0.14% | Add +8.6% | 13,344 | $743K |
| Olistico Wealth, LLC | 0.43% | Reduce -0.0% | 13,271 | $739K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.0% | 13,215 | $736K |
| BCR Wealth Strategies, LLC | 0.33% | No change | 12,802 | $712K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 12,739 | $709K |
| Parkside Financial Bank & Trust | 0.09% | Add +38.4% | 12,285 | $684K |
| Mattern Capital Management, LLC | 0.09% | Add +178.4% | 12,276 | $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% | Add +0.1% | 12,197 | $679K |
| Empower Advisory Group, LLC | 0.00% | Add +16.3% | 12,139 | $676K |
| Mgo One Seven LLC | 0.03% | No change | 12,089 | $673K |
| 180 Wealth Advisors, LLC | 0.11% | Add +30.9% | 12,072 | $672K |
| Focus Financial Network, Inc. | 0.03% | Add +24.6% | 12,025 | $669K |
| WASHINGTON TRUST Co | 0.02% | No change | 11,993 | $668K |
| Rollins Financial Advisors, LLC | 0.10% | Reduce -10.5% | 11,968 | $666K |
| CPA Asset Management Group, LLC | 0.31% | No change | 11,942 | $665K |
| Fifth Third Bancorp | 0.00% | Reduce -27.9% | 11,889 | $662K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 11,834 | $659K |
| RAM Investment Partners, LLC | 0.16% | No change | 11,826 | $658K |
| NCM Capital Management, LLC | 0.30% | Reduce -0.1% | 11,809 | $657K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 11,787 | $656K |
| Aptus Capital Advisors, LLC | 0.01% | Add +7.4% | 11,786 | $656K |
| Strategic Blueprint, LLC | 0.04% | Add +48.7% | 11,753 | $654K |
| Vermillion Wealth Management, Inc. | 0.33% | — | 11,747 | $654K |
| LongView Wealth Management | 0.20% | No change | 11,600 | $646K |
| HB Wealth Management, LLC | 0.01% | No change | 11,584 | $645K |
| Forza Wealth Management, LLC | 0.29% | Add +19.3% | 11,435 | $636K |
| Wedmont Private Capital | 0.03% | Add +25.5% | 11,624 | $635K |
| Stone Summit Wealth LLC | 0.21% | Reduce -0.7% | 11,399 | $634K |
| Root Financial Partners, LLC | 0.08% | Reduce -40.1% | 11,248 | $626K |
| GenTrust, LLC | 0.03% | No change | 11,082 | $617K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -30.7% | 11,231 | $614K |
| Essential Planning, LLC. | 0.00% | New | 10,668 | $611K |
| Centaurus Financial, Inc. | 0.04% | Add +4.4% | 10,908 | $607K |
| Financial Symmetry Inc | 0.41% | Add +0.8% | 10,843 | $604K |
| Kaufman Rossin Wealth, LLC | 0.62% | — | 10,760 | $599K |
| Integrated Advisors Network LLC | 0.03% | No change | 10,720 | $597K |
| Strategic Financial Services, Inc. | 0.04% | No change | 10,714 | $596K |
| Lido Advisors, LLC | 0.00% | Add +3.2% | 10,695 | $595K |
| WoodTrust Financial Corp | 0.08% | No change | 10,648 | $593K |
| Basso Capital Management, L.P. | 0.51% | Reduce -48.3% | 10,500 | $584K |
| Vance Wealth, LLC | 0.23% | Reduce -20.1% | 10,474 | $583K |
| Global Trust Asset Management, LLC | 0.22% | Reduce -2.0% | 10,333 | $575K |
| Liberty Capital Management, Inc. | 0.13% | No change | 10,305 | $574K |
| Clayton Financial Group LLC | 0.21% | Reduce -13.3% | 10,274 | $572K |
| Wealth Management Strategies, Inc. | 0.44% | — | 10,224 | $569K |
| Five Oceans Advisors | 0.26% | Reduce -6.0% | 10,202 | $568K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | New | 10,183 | $567K |
| CWA Asset Management Group, LLC | 0.03% | No change | 10,134 | $564K |
| Clear Creek Financial Management, LLC | 0.06% | Add +0.4% | 10,123 | $563K |
| Mullaney, Keating & Wright, Inc. | 0.38% | Reduce -28.9% | 10,118 | $563K |
| 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 | 0.06% | No change | 10,000 | $557K |
| Magnolia Capital Advisors LLC | 0.14% | Reduce -0.6% | 9,886 | $550K |
| Arista Wealth Management, LLC | 0.13% | No change | 9,636 | $536K |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.9% | 9,501 | $529K |
| Blue Trust, Inc. | 0.01% | Add +1.0% | 9,500 | $529K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 9,308 | $518K |
| Secure Asset Management, LLC | 0.08% | No change | 9,100 | $507K |
| Correct Capital Wealth Management | 0.10% | No change | 9,033 | $503K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 8,907 | $496K |
| Westmount Partners, LLC | 0.15% | No change | 8,876 | $494K |
| Monument Group Wealth Advisors, LLC | 0.35% | Reduce -1.8% | 8,870 | $494K |
| Fortis Advisors, LLC | 0.32% | Add +0.4% | 8,819 | $491K |
| Hemington Wealth Management | 0.12% | Reduce -0.6% | 8,757 | $487K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -1.8% | 8,685 | $483K |
| High Probability Advisors, LLC | 0.09% | No change | 8,672 | $483K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -7.5% | 8,652 | $482K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.5% | 8,602 | $479K |
| Alkeme Wealth, LLC | 0.22% | Add +0.4% | 8,553 | $476K |
| Greenspring Advisors, LLC | 0.10% | No change | 8,549 | $476K |
| Axis Wealth Partners, LLC | 0.40% | — | 8,527 | $475K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.2% | 8,513 | $474K |
| WMG Financial Advisors, LLC | 0.20% | Reduce -11.0% | 8,353 | $465K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 8,317 | $463K |
| Ameriprise Financial Inc. | 0.00% | Add +66.4% | 8,315 | $463K |
| Fisher Asset Management | 0.00% | Add +33.2% | 8,288 | $461K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 8,187 | $456K |
| Silver Oak Advisory Group, Inc. | 0.24% | Reduce -3.2% | 8,112 | $451K |
| Signaturefd, LLC | 0.01% | Reduce -17.3% | 7,958 | $443K |
| Benningfield Financial Advisors, LLC | 0.43% | — | 7,900 | $440K |
| Cary Street Partners Financial LLC | 0.01% | — | 7,708 | $429K |
| Greenleaf Trust | 0.00% | Add +2.0% | 7,707 | $429K |
| Composition Wealth, LLC | 0.01% | No change | 7,647 | $426K |
| Safeguard Financial, LLC | 0.09% | New | 7,593 | $423K |
| MBM Wealth Consultants, LLC | 0.13% | No change | 7,591 | $422K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -34.9% | 7,554 | $420K |
| Bordeaux Wealth Advisors LLC | 0.07% | Reduce -19.2% | 7,464 | $415K |
| QRG Capital Management, Inc. | 0.00% | Add +1.4% | 7,451 | $415K |
| Geometric Wealth Advisors | 0.08% | Reduce -2.4% | 7,448 | $415K |
| HTG Investment Advisors, Inc. | 0.19% | No change | 7,328 | $408K |
| Modern Wealth Management, LLC | 0.02% | No change | 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 | 0.00% | No change | 7,286 | $406K |
| Fortis Capital Advisors, LLC | 0.14% | No change | 7,211 | $402K |
| Belpointe Asset Management LLC | 0.02% | No change | 7,211 | $402K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.4% | 7,215 | $402K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.9% | 7,198 | $401K |
| Greenline Partners, LLC | 0.06% | Add +0.4% | 7,157 | $398K |
| DBK Financial Counsel, LLC | 0.40% | No change | 7,150 | $398K |
| Running Point Capital Advisors, LLC | 0.14% | Reduce -0.0% | 7,089 | $395K |
| M.E. Allison & Co., Inc. | 0.43% | — | 7,050 | $392K |
| Private Trust Co. NA | 0.04% | No change | 7,032 | $391K |
| Valmark Advisers, Inc. | 0.01% | Add +2.8% | 6,855 | $382K |
| Syverson Strege & Co | 0.13% | Reduce -0.2% | 6,814 | $379K |
| Stage Harbor Financial, LLC | 0.33% | New | 6,801 | $379K |
| St. Louis Trust Co | 0.05% | No change | 6,762 | $376K |
| Rowlandmiller & Partners.adv | 0.08% | No change | 6,748 | $376K |
| Rappaport Reiches Capital Management, LLC | 0.10% | Add +0.4% | 6,725 | $374K |
| Rialto Wealth Management, LLC | 0.12% | — | 6,693 | $373K |
| NWK Group, Inc. | 0.14% | No change | 6,664 | $371K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 6,767 | $370K |
| Wedbush Securities Inc. | 0.01% | No change | 6,516 | $363K |
| Integras Partners LLC | 0.32% | — | 6,512 | $362K |
| Intrua Financial, LLC | 0.06% | No change | 6,358 | $354K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -2.8% | 6,343 | $353K |
| First Financial Group Corp | 0.39% | — | 6,300 | $351K |
| BCO Wealth Management LLC | 0.29% | — | 6,234 | $347K |
| PrairieView Partners, LLC | 0.04% | No change | 6,110 | $340K |
| Well Done, LLC | 0.06% | No change | 6,096 | $339K |
| Hurley Capital, LLC | 0.27% | — | 6,045 | $338K |
| Independent Financial Group, LLC | 0.01% | No change | 6,072 | $338K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 6,061 | $337K |
| Mitchell Capital Management Co. | 0.06% | No change | 6,036 | $336K |
| Hanover Advisors Inc. | 0.14% | Reduce -4.8% | 5,967 | $332K |
| TFB Advisors LLC | 0.09% | Add +7.2% | 5,941 | $331K |
| Citizens Financial Group Inc. | 0.01% | Add +0.2% | 5,935 | $330K |
| Sequent Asset Management, LLC | 0.16% | No change | 5,932 | $330K |
| Comerica Bank | 0.00% | No change | 5,932 | $330K |
| GEM Asset Management, LLC | 0.18% | Add +35.8% | 5,925 | $330K |
| Accredited Investor Services, LLC | 0.26% | — | 5,768 | $321K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -10.2% | 5,741 | $320K |
| Black Point Wealth Management | 0.37% | No change | 5,720 | $318K |
| Vision Capital Management, Inc. | 0.05% | No change | 5,699 | $317K |
| Collective Family Office LLC | 0.09% | No change | 5,658 | $315K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,640 | $314K |
| Whalen Wealth Management Inc. | 0.22% | Add +0.4% | 5,606 | $312K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,605 | $312K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 5,541 | $308K |
| Midland Wealth Advisors, LLC | 0.02% | Add +0.4% | 5,492 | $306K |
| Kathmere Capital Management, LLC | 0.03% | No change | 5,487 | $305K |
| Amarillo National Bank | 0.06% | No change | 5,455 | $304K |
| Castle Wealth Management LLC | 0.12% | Reduce -6.0% | 5,454 | $304K |
| Goldstein Advisors, LLC | 0.04% | No change | 5,310 | $296K |
| KM Capital Management Ltd. | 0.15% | Reduce -17.6% | 5,279 | $294K |
| Keener Financial Planning LLC | 0.17% | No change | 5,279 | $293K |
| Tranquility Partners, LLC | 0.11% | Add +7.1% | 5,248 | $292K |
| Accredited Investors Inc. | 0.02% | No change | 5,236 | $291K |
| Stephens Inc. | 0.00% | No change | 5,229 | $291K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 5,216 | $290K |
| Mustard Seed Financial, LLC | 0.24% | No change | 5,204 | $290K |
| Peavine Capital, LLC | 0.07% | No change | 5,188 | $289K |
| Triad Wealth Partners, LLC | 0.10% | New | 5,160 | $287K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +0.4% | 5,156 | $287K |
| SJS Investment Consulting Inc. | 0.05% | No change | 5,117 | $285K |
| Disciplined Investors, L.L.C. | 0.27% | — | 5,156 | $285K |
| Cascade Wealth Advisors, Inc | 0.19% | Reduce -19.7% | 5,096 | $284K |
| Paragon Financial Partners, Inc. | 0.21% | Reduce -50.0% | 5,082 | $283K |
| Linscomb Wealth, Inc. | 0.01% | No change | 5,020 | $279K |
| Oakworth Capital, Inc. | 0.02% | No change | 4,999 | $278K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 4,924 | $274K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.1% | 4,882 | $272K |
| Cathy Pareto & Associates, Inc. | 0.25% | — | 4,797 | $267K |
| PFG Advisors | 0.02% | Reduce -37.2% | 4,767 | $265K |
| Ellenbecker Investment Group | 0.05% | Add +0.1% | 4,732 | $263K |
| Clarity Capital Advisors, LLC | 0.18% | Add +0.4% | 4,697 | $261K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -22.0% | 4,686 | $261K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 4,677 | $260K |
| Procyon Advisors, LLC | 0.02% | Reduce -8.4% | 4,638 | $258K |
| 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% | 4,604 | $256K |
| Ridgewood Investments LLC | 0.12% | Add +0.3% | 4,548 | $253K |
| Key Financial Inc | 0.06% | No change | 4,521 | $252K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 4,503 | $251K |
| tru Independence LLC | 0.08% | Add +0.2% | 4,503 | $251K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,483 | $250K |
| 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 |
| Chico Wealth RIA | 0.21% | No change | 4,358 | $243K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.0% | 4,234 | $236K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,204 | $234K |
| Pacifica Partners Inc. | 0.10% | No change | 4,224 | $234K |
| Brookstone Capital Management | 0.00% | Add +1.8% | 4,150 | $231K |
| Harbor Group, Inc. | 0.05% | Reduce -6.8% | 4,147 | $231K |
| Independent Advisor Alliance | 0.00% | New | 4,124 | $230K |
| Flagstone Financial Management | 0.08% | No change | 4,113 | $229K |
| GDS Wealth Management | 0.02% | No change | 4,090 | $228K |
| FF Advisors,LLC | 0.16% | No change | 3,868 | $227K |
| Gentry Private Wealth, LLC | 0.94% | Reduce -4.3% | 4,050 | $225K |
| Strategic Financial Concepts, LLC | 0.04% | No change | 4,037 | $225K |
| Core Wealth Management, Inc. | 0.09% | No change | 4,025 | $224K |
| Renaissance Technologies | 0.00% | New | 4,000 | $223K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,992 | $222K |
| Colonial Trust Co / SC | 0.03% | Add +211.8% | 3,988 | $222K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 3,983 | $222K |
| Mokosak Advisory Group, LLC | 0.07% | Add +1.9% | 3,974 | $221K |
| Robinswood Financial LLC | 0.08% | Add +0.1% | 3,962 | $221K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,959 | $220K |
| Pettinga Financial Advisors LLC | 0.05% | No change | 3,956 | $220K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,893 | $217K |
| Nova R Wealth, Inc. | 0.11% | Add +0.4% | 3,872 | $216K |
| Citadel Advisors | 0.00% | New | 3,858 | $215K |
| Dahring | Cusmano LLC | 0.19% | — | 3,849 | $214K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.4% | 3,715 | $214K |
| Frazier Financial Advisors, LLC | 0.17% | Add +5.4% | 3,789 | $210K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -12.8% | 3,763 | $209K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.2% | 3,770 | $209K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 3,739 | $208K |
| Fiduciary Alliance LLC | 0.02% | Reduce -2.6% | 3,735 | $208K |
| BIP Wealth, LLC | 0.01% | New | 3,687 | $205K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.1% | 3,685 | $205K |
| Ironwood Financial, llc | 0.04% | No change | 3,653 | $203K |
| Blair William & Co. | 0.00% | Add +2.5% | 3,609 | $201K |
| WestHill Financial Advisors, Inc. | 0.04% | New | 3,607 | $201K |
| Caldwell Trust Co | 0.02% | New | 3,606 | $201K |
| Raffa Wealth Management, LLC | 0.05% | Add +3.7% | 3,556 | $198K |
| Icon Wealth Advisors, LLC | 0.02% | New | 3,408 | $190K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 3,296 | $183K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -27.2% | 3,271 | $182K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +18.3% | 3,246 | $181K |
| 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 |
| Princeton Global Asset Management LLC | 0.03% | Reduce -19.7% | 2,861 | $159K |
| S.A. Mason LLC | 0.08% | No change | 2,829 | $157K |
| National Bank of Canada | 0.00% | No change | 2,824 | $157K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,733 | $152K |
| Center for Financial Planning, Inc. | 0.02% | Add +27.0% | 2,667 | $148K |
| NorthRock Partners, LLC | 0.00% | Reduce -12.3% | 2,636 | $147K |
| Private Capital Management LLC | 0.03% | Add +13.0% | 2,518 | $140K |
| Transce3nd, LLC | 0.04% | — | 2,319 | $131K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -2.3% | 2,369 | $131K |
| Motco | 0.01% | No change | 2,352 | $131K |
| Harbour Investments, Inc. | 0.00% | No change | 2,314 | $129K |
| UMB Bank, n.a. | 0.00% | No change | 2,247 | $125K |
| Investors Research Corp | 0.03% | No change | 2,238 | $125K |
| Glassman Wealth Services | 0.02% | No change | 2,054 | $114K |
| McClarren Financial Advisors, Inc. | 0.30% | Reduce -3.0% | 1,945 | $108K |
| Clear Investment Research, LLC | 0.13% | Reduce -3.4% | 1,855 | $103K |
| CENTRAL TRUST Co | 0.00% | No change | 1,782 | $99K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 1,707 | $94K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +95.3% | 1,660 | $92K |
| Global Retirement Partners, LLC | 0.00% | Add +3.6% | 1,544 | $86K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,512 | $84K |
| CVA Family Office, LLC | 0.01% | No change | 1,495 | $83K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +155.8% | 1,458 | $81K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 1,442 | $80K |
| Whittier Trust Co. | 0.00% | Reduce -89.5% | 1,328 | $74K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | — | 1,233 | $69K |
| Bellwether Advisors, LLC | 0.01% | New | 1,206 | $67K |
| Financial Connections Group, Inc. | 0.03% | No change | 1,180 | $65K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,107 | $62K |
| Howe & Rusling Inc. | 0.01% | No change | 1,101 | $61K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,036 | $57K |
| 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 |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 832 | $46K |
| Qube Research & Technologies Ltd | 0.00% | New | 800 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 749 | $42K |
| Intelligent Financial Strategies | 0.02% | Reduce -3.1% | 729 | $41K |
| McIlrath & Eck, LLC | 0.01% | Add +0.1% | 715 | $40K |
| WealthShield Partners, LLC | 0.01% | No change | 712 | $40K |
| Steph & Co. | 0.01% | No change | 711 | $40K |
| Glenmede Trust Co. NA | 0.00% | New | 711 | $40K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | Reduce -85.2% | 644 | $36K |
| Parallel Advisors, LLC | 0.00% | Add +11.7% | 604 | $34K |
| Mascoma Wealth Management LLC | 0.01% | No change | 575 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 574 | $32K |
| SYM FINANCIAL Corp | 0.00% | New | 546 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 543 | $30K |
| Aspect Partners, LLC | 0.02% | Add +151.9% | 519 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | New | 512 | $28K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 508 | $28K |
| Truvestments Capital LLC | 0.01% | Reduce -41.9% | 421 | $23K |
| Bokf, NA | 0.00% | No change | 428 | $23K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -50.0% | 392 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -50.0% | 392 | $22K |
| Archer Investment Corp | 0.01% | No change | 335 | $19K |
| Conquis Financial LLC | 0.01% | — | 200 | $11K |
| Pineridge Advisors LLC | 0.00% | No change | 192 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 189 | $11K |
| Evermay Wealth Management LLC | 0.00% | No change | 170 | $9K |
| Oarsman Capital, Inc. | 0.00% | No change | 134 | $7K |
| WR Wealth Planners, LLC | 0.00% | No change | 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% | No change | 80 | $4K |
| Winch Advisory Services, LLC | 0.00% | New | 43 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 36 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 27 | $2K |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.