Dimensional US Core Equity MDFAUETF
13F holders, Q2 2025 (June 30)497holders +20
38new positions
17sold out
3famous investors
$42.43avg. 13F price*
At the end of Q2 2025, 497 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 20 from Q1 2025. 38 opened new positions and 17 sold out. The largest holders were Sequoia Financial Advisors, LLC ($282.2M), RVW Wealth, LLC ($183.5M) and Allworth Financial LP ($161.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $53.4M |
| Exits | 17 | $10.8M |
All 13F filers, Q1 2025 → Q2 2025: 14,748,377 shares bought and 4,230,973 shares sold, net +10,517,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Sequoia Financial Advisors, LLC | 1.93% | Add +18.4% | 6,662,285 | $282.2M |
| RVW Wealth, LLC | 15.58% | Add +56.1% | 4,331,669 | $183.5M |
| Allworth Financial LP | 0.78% | Add +18.9% | 3,813,798 | $161.6M |
| OneDigital Investment Advisors LLC | 1.77% | Add +6.7% | 3,767,059 | $159.6M |
| Modera Wealth Management, LLC | 1.82% | Reduce -1.6% | 3,468,551 | $146.9M |
| Aquire Wealth Advisors, LLC | 39.41% | Reduce -7.9% | 3,461,789 | $146.6M |
| Blankinship & Foster, LLC | 27.06% | Reduce -0.6% | 2,728,541 | $115.6M |
| Kooman & Associates | 38.79% | Add +0.4% | 2,709,582 | $114.8M |
| AE Wealth Management LLC | 0.78% | Add +13.7% | 2,511,824 | $106.4M |
| Focus Partners Wealth | 0.21% | Add +16.0% | 2,336,891 | $99.0M |
| Hemington Wealth Management | 13.08% | Reduce -4.5% | 2,133,206 | $90.4M |
| Spinnaker Investment Group, LLC | 21.02% | Reduce -4.8% | 2,111,792 | $89.5M |
| Focus Partners Advisor Solutions, LLC | 1.17% | Add +118.6% | 2,074,570 | $87.9M |
| Evoke Wealth, LLC | 2.00% | Add +7.9% | 2,007,907 | $85.1M |
| Arista Wealth Management, LLC | 11.74% | Add +1.4% | 2,003,960 | $84.9M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +58.0% | 1,935,348 | $83.2M |
| Meridian Wealth Partners, LLC | 11.20% | Add +0.7% | 1,824,109 | $77.3M |
| Krilogy Financial LLC | 3.93% | Add +3.6% | 1,616,979 | $68.5M |
| Austin Wealth Management, LLC | 11.57% | Add +46.3% | 1,500,959 | $65.1M |
| WPWealth LLP | 11.30% | Add +14.9% | 1,478,538 | $62.6M |
| HB Wealth Management, LLC | 0.46% | Reduce -19.7% | 1,365,823 | $57.9M |
| BCM Advisors, LLC | 11.98% | Add +0.6% | 1,291,409 | $56.3M |
| Pioneer Wealth Management Group | 20.44% | Add +8.1% | 1,301,476 | $55.1M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -15.5% | 1,291,662 | $54.7M |
| Essential Planning, LLC. | 20.02% | Add +1.3% | 1,269,662 | $53.8M |
| Savant Capital, LLC | 0.38% | Add +12.9% | 1,259,980 | $53.4M |
| Hill Island Financial LLC | 14.81% | Reduce -2.5% | 1,253,779 | $53.1M |
| Diversify Wealth Management, LLC | 3.26% | Reduce -1.7% | 1,195,351 | $52.7M |
| Mariner, LLC | 0.07% | Add +2.2% | 1,079,322 | $45.7M |
| Sterling Wealth Advisors Inc | 31.20% | Add +9.5% | 1,029,072 | $44.1M |
| Brighton Jones LLC | 1.10% | Add +2.2% | 961,273 | $40.7M |
| Corient Private Wealth LP | 0.05% | Reduce -12.7% | 943,027 | $39.9M |
| AdvisorNet Financial, Inc | 2.51% | Add +54.5% | 918,120 | $38.9M |
| PBMares Wealth Management LLC | 7.05% | Reduce -2.8% | 909,269 | $38.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +7.0% | 905,106 | $38.3M |
| TCP Asset Management, LLC | 7.57% | Add +2.9% | 901,194 | $38.2M |
| Stadion Money Management, LLC | 3.10% | Reduce -2.5% | 890,856 | $37.7M |
| Wealthspire Advisors, LLC | 0.20% | Add +7.7% | 851,789 | $36.1M |
| Valued Wealth Advisors LLC | 18.42% | Add +7.1% | 833,680 | $35.3M |
| Liberty Wealth Management LLC | 5.50% | Add +1.7% | 828,196 | $35.1M |
| LPL Financial LLC | 0.01% | Add +11.2% | 827,449 | $35.1M |
| Fonville Wealth Management LLC | 8.83% | Add +15.0% | 823,593 | $34.9M |
| Curio Wealth, LLC | 15.28% | Add +195451.8% | 823,273 | $34.9M |
| Two West Capital Advisors LLC | 22.69% | Add +5.5% | 791,943 | $34.6M |
| SC&H Financial Advisors, Inc. | 5.88% | Add +4.5% | 812,484 | $34.4M |
| Plancorp, LLC | 1.17% | Add +0.1% | 796,250 | $33.7M |
| Note Advisors, LLC | 22.67% | Add +28.3% | 773,824 | $32.8M |
| Advisory Alpha, LLC | 1.02% | Add +8.9% | 771,916 | $32.7M |
| Cetera Investment Advisers | 0.06% | Add +119.0% | 769,987 | $32.6M |
| Financial Connections Group, Inc. | 13.41% | Reduce -8.1% | 767,659 | $32.5M |
| VeraBank, N.A. | 6.47% | Add +20.3% | 761,903 | $32.3M |
| Maseco LLP | 1.22% | — | 756,976 | $32.1M |
| Alpha Financial Advisors, LLC | 12.37% | Reduce -3.7% | 755,918 | $32.0M |
| Yardley Wealth Management LLC | 16.98% | Add +1.9% | 732,989 | $31.0M |
| Highland Financial Advisors, LLC | 9.44% | Add +2.3% | 694,295 | $29.4M |
| Creative Planning | 0.02% | Reduce -0.0% | 674,545 | $28.6M |
| Betterment LLC | 0.06% | Reduce -48.3% | 669,297 | $28.4M |
| Timonier Family Office, LTD. | 10.36% | Add +14.4% | 653,679 | $27.7M |
| Physician Wealth Solutions Inc. | 12.75% | Add +6.9% | 648,830 | $27.5M |
| Keystone Financial Group, Inc. | 17.46% | Reduce -0.5% | 636,076 | $27.4M |
| Awm Capital, LLC | 2.88% | Add +17.7% | 646,574 | $27.4M |
| Spectrum Investment Advisors, Inc. | 15.42% | Add +4.0% | 627,820 | $26.6M |
| Zhang Financial LLC | 1.23% | Add +40.3% | 627,018 | $26.6M |
| Bay Harbor Wealth Management, LLC | 7.69% | Add +3.8% | 625,611 | $26.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.96% | Add +9.2% | 617,878 | $26.2M |
| Quantum Financial Advisors, LLC | 3.43% | Reduce -1.8% | 597,517 | $25.3M |
| ACT Advisors, LLC. | 11.49% | Reduce -0.5% | 586,499 | $24.8M |
| Stifel Financial Corp. | 0.02% | Reduce -0.6% | 583,460 | $24.7M |
| M Wealth Management, LLC | 22.70% | Reduce -0.1% | 581,137 | $24.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 565,775 | $24.0M |
| Kure Advisory, LLC | 15.56% | Add +8.4% | 554,274 | $23.5M |
| Osaic Holdings, Inc. | 0.04% | Add +14.2% | 531,832 | $22.5M |
| Pathstone Holdings, LLC | 0.09% | Add +7.3% | 528,434 | $22.4M |
| MAI Capital Management | 0.15% | Add +7.7% | 524,082 | $22.2M |
| Morling Financial Advisors, LLC | 7.20% | Add +1.1% | 518,697 | $22.0M |
| Heritage Investment Group, Inc. | 3.76% | Add +2.6% | 514,569 | $21.8M |
| Shira Ridge Wealth Management | 9.93% | Reduce -2.4% | 513,147 | $21.7M |
| Envision Financial Planning, LLC | 9.77% | Reduce -0.3% | 493,050 | $20.9M |
| Bank of America Corp. | 0.00% | Add +2.6% | 492,415 | $20.9M |
| Mission Wealth Management, LP | 0.45% | Add +2.8% | 488,074 | $20.7M |
| Allegiance Financial Group Advisory Services LLC | 5.40% | Add +7.6% | 481,620 | $20.4M |
| Sax Wealth Advisors, LLC | 1.18% | Add +19.3% | 460,202 | $19.5M |
| Claris Advisors, LLC / Mo / | 6.73% | Add +328.2% | 456,829 | $19.4M |
| UBS Group AG | 0.00% | Reduce -3.9% | 432,609 | $18.3M |
| CVA Family Office, LLC | 2.52% | Add +13.8% | 422,690 | $17.9M |
| Private Wealth Management Group, LLC | 5.91% | Add +30.2% | 420,275 | $17.8M |
| JFS Wealth Advisors, LLC | 1.12% | Add +20.3% | 414,266 | $17.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -28.5% | 411,806 | $17.4M |
| Perigon Wealth Management, LLC | 0.41% | Add +2.8% | 409,663 | $17.4M |
| Physician Wealth Advisors, Inc. | 2.71% | Add +1.6% | 407,023 | $17.2M |
| Tortoise Investment Management, LLC | 1.54% | Reduce -5.0% | 382,201 | $16.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.34% | Reduce -25.2% | 376,909 | $16.0M |
| Willow Creek Wealth Management Inc. | 1.40% | Add +6.6% | 367,975 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 365,430 | $15.5M |
| Prudent Man Investment Management, Inc. | 8.46% | No change | 376,342 | $15.2M |
| Entrewealth, LLC | 10.51% | Add +39.6% | 358,703 | $15.2M |
| Tassel Capital Management, Inc. | 11.47% | Reduce -4.1% | 352,693 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.5% | 347,364 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +31.1% | 342,827 | $14.5M |
| Ledgewood Wealth Advisors, LLC | 8.97% | Reduce -0.5% | 336,100 | $14.2M |
| Syverson Strege & Co | 3.32% | Add +6.8% | 331,387 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +49.5% | 328,424 | $13.9M |
| Legacy Financial Group, Inc. | 4.10% | Add +5.4% | 327,699 | $13.9M |
| Security Financial Services, INC. | 2.43% | Add +1.5% | 324,996 | $13.8M |
| Jacobi Capital Management LLC | 0.91% | Add +13.4% | 322,321 | $13.7M |
| Maryland Capital Advisors Inc. | 5.25% | Add +22.8% | 316,413 | $13.4M |
| Arax Advisory Partners | 0.61% | Add +0.9% | 315,681 | $13.4M |
| Binnacle Investments Inc | 8.57% | Add +5.3% | 311,005 | $13.2M |
| Assetmark, Inc. | 0.03% | Reduce -29.0% | 308,092 | $13.1M |
| Jackson Thornton Wealth Management, LLC | 1.49% | Add +0.9% | 304,744 | $13.0M |
| Clarity Capital Advisors, LLC | 7.53% | Add +3.9% | 304,622 | $12.9M |
| FinDec Wealth Services, Inc. | 12.50% | Reduce -9.9% | 282,101 | $11.9M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -4.5% | 268,549 | $11.4M |
| North Capital, Inc. | 9.67% | Add +0.1% | 264,614 | $11.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 261,417 | $11.1M |
| Centennial Bank | 4.63% | Reduce -4.3% | 260,590 | $11.0M |
| MML Investors Services, LLC | 0.03% | Add +17.0% | 259,884 | $11.0M |
| First Financial Group Corp | 10.43% | Add +0.4% | 252,200 | $10.7M |
| Cherrydale Wealth Management, LLC | 3.71% | Add +2.8% | 251,963 | $10.7M |
| Navigoe, LLC | 8.01% | Add +8.9% | 250,392 | $10.6M |
| Lauer Wealth, LLC | 8.83% | Add +2.5% | 241,912 | $10.5M |
| Hutchinson Capital Management | 1.89% | Add +21.8% | 244,363 | $10.4M |
| Sollinda Capital Management LLC | 2.60% | Add +12.7% | 235,956 | $10.0M |
| Live Oak Private Wealth LLC | 1.45% | Add +139.0% | 229,853 | $9.7M |
| Weinberger Asset Management, Inc | 3.73% | Add +1.0% | 228,055 | $9.7M |
| Oak Wealth Advisors LLC | 6.09% | Add +47.8% | 224,182 | $9.5M |
| M Holdings Securities, Inc. | 1.63% | New | 225,193 | $9.5M |
| Martin Worley Group | 4.64% | Add +0.9% | 223,965 | $9.5M |
| AlTi Global, Inc. | 0.23% | New | 219,652 | $9.3M |
| FMB Wealth Management | 4.40% | Reduce -4.6% | 218,270 | $9.2M |
| Firethorn Wealth Partners, LLC | 3.99% | Add +14.1% | 217,428 | $9.2M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +1.2% | 216,958 | $9.2M |
| Canopy Partners, LLC | 3.25% | Add +10.6% | 209,405 | $8.9M |
| Chicago Partners Investment Group LLC | 0.25% | Reduce -0.2% | 200,549 | $8.7M |
| Pacific Asset Management, LLC | 6.80% | Add +1.1% | 199,480 | $8.4M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -6.2% | 199,258 | $8.4M |
| Baird Financial Group, Inc. | 0.01% | Add +92.9% | 198,905 | $8.4M |
| American Capital Advisory, LLC | 4.16% | Add +11.0% | 196,482 | $8.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +9.5% | 185,741 | $7.9M |
| Abel Hall, LLC | 3.60% | Reduce -0.6% | 183,571 | $7.8M |
| Foundations Investment Advisors, LLC | 0.12% | Add +16.2% | 182,789 | $7.7M |
| VSM Wealth Advisory, LLC | 2.51% | Reduce -43.1% | 113,405 | $7.6M |
| ARK & TLK Investments, LLC | 2.43% | Reduce -2.1% | 178,575 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +2.4% | 178,402 | $7.6M |
| Diversified Portfolios, Inc. | 0.71% | Reduce -3.1% | 176,732 | $7.5M |
| HTG Investment Advisors, Inc. | 2.77% | Add +21.6% | 176,090 | $7.5M |
| Summit Wealth Group LLC / Co. | 1.81% | — | 170,519 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +209.7% | 169,199 | $7.2M |
| Wealth Advisors Northwest LLC | 3.77% | Add +7.1% | 168,837 | $7.2M |
| World Investment Advisors | 0.16% | Add +60.9% | 168,763 | $7.1M |
| Cerity Partners LLC | 0.01% | Add +3.1% | 168,580 | $7.1M |
| Capital Investment Advisory Services, LLC | 0.57% | Add +5.0% | 164,298 | $7.0M |
| Park Avenue Securities LLC | 0.06% | Add +3.7% | 160,114 | $6.8M |
| My Personal CFO, LLC | 3.08% | Add +19.1% | 159,831 | $6.8M |
| Morton Capital Management LLC | 1.20% | Add +0.6% | 159,465 | $6.8M |
| Glass Jacobson Investment Advisors llc | 2.55% | Reduce -26.9% | 156,255 | $6.6M |
| Heirloom Wealth Management | 1.70% | Add +5.7% | 151,944 | $6.4M |
| Sowell Financial Services LLC | 0.26% | Add +8.6% | 151,782 | $6.4M |
| Aspen Wealth Management LLC | 1.58% | Add +29.4% | 150,064 | $6.4M |
| Chico Wealth RIA | 5.01% | Reduce -1.9% | 149,602 | $6.3M |
| Mattern Wealth Management LLC | 1.32% | Add +2.3% | 149,226 | $6.3M |
| Keb Asset Management, LLC | 1.56% | Add +205.5% | 147,538 | $6.2M |
| Aegis Wealth Management LLC | 3.72% | No change | 161,245 | $6.2M |
| JDH Wealth Management, LLC | 4.73% | Add +23.5% | 145,703 | $6.2M |
| Strategic Investment Solutions, Inc. | 1.83% | Reduce -42.5% | 142,666 | $6.0M |
| Level Wealth Management LLC | 3.51% | Add +0.2% | 142,372 | $6.0M |
| Hardy Reed LLC | 0.48% | Reduce -0.1% | 140,471 | $6.0M |
| Root Financial Partners, LLC | 0.57% | Add +137.2% | 139,825 | $5.9M |
| Semitam Bonam LLC | 5.56% | — | 139,558 | $5.9M |
| GEM Asset Management, LLC | 2.99% | Add +0.8% | 136,652 | $5.8M |
| Prodigy Asset Management LLC | 3.82% | Add +4.9% | 137,617 | $5.8M |
| RFG Advisory, LLC | 0.13% | Add +1030.6% | 131,466 | $5.6M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -13.7% | 130,454 | $5.5M |
| Dodds Wealth, LLC | 1.47% | Add +0.9% | 129,831 | $5.5M |
| Two Sigma Investments, LP | 0.01% | New | 127,900 | $5.4M |
| Waverly Advisors, LLC | 0.06% | Add +137.2% | 127,626 | $5.4M |
| Invst, LLC | 0.67% | Add +23.9% | 127,265 | $5.4M |
| HFG Wealth Management, LLC | 3.24% | Reduce -0.4% | 138,374 | $5.3M |
| Cypress Point Wealth Management, LLC | 1.29% | Reduce -24.2% | 125,125 | $5.3M |
| D.A. Davidson & Co. | 0.04% | Add +0.9% | 123,000 | $5.2M |
| Andrews, Lucia Wealth Management LLC | 3.36% | Add +1.8% | 122,144 | $5.2M |
| CreativeOne Wealth, LLC | 0.13% | Add +0.4% | 119,796 | $5.1M |
| Quad-Cities Investment Group, LLC | 2.30% | Add +4.7% | 119,399 | $5.1M |
| Rather & Kittrell, Inc. | 0.99% | Add +2.3% | 118,320 | $5.0M |
| Stratos Investment Management, LLC | 0.22% | Add +11.1% | 115,079 | $4.9M |
| Signature Resources Capital Management, LLC | 2.93% | Reduce -1.0% | 113,839 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +2.1% | 113,555 | $4.8M |
| Magnolia Capital Advisors LLC | 1.21% | Add +37.6% | 113,174 | $4.8M |
| SYM FINANCIAL Corp | 0.52% | Add +2.3% | 110,687 | $4.7M |
| Tableaux LLC | 2.64% | Reduce -7.5% | 108,665 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +76.1% | 107,789 | $4.6M |
| IFP Advisors, Inc | 0.13% | Reduce -79.0% | 104,640 | $4.4M |
| Fiduciary Financial Group, LLC | 0.77% | Add +3.6% | 100,686 | $4.3M |
| Apella Capital, LLC | 0.11% | Reduce -8.5% | 99,230 | $4.2M |
| Waterfront Wealth Inc. | 0.95% | Add +3.0% | 99,758 | $4.2M |
| Sageworth Trust Co | 0.23% | Reduce -1.2% | 97,602 | $4.1M |
| TCI Wealth Advisors, Inc. | 0.28% | New | 97,470 | $4.1M |
| Robinson Smith Wealth Advisors LLC | 3.26% | Add +2.1% | 96,436 | $4.1M |
| Alkeme Wealth, LLC | 1.81% | Add +10.0% | 96,253 | $4.1M |
| Kennedy Investment Group, Inc. | 1.72% | Reduce -5.0% | 95,492 | $4.0M |
| CGN Advisors LLC | 0.36% | Reduce -31.4% | 95,032 | $4.0M |
| Cowa, LLC | 1.48% | Add +84.3% | 92,631 | $3.9M |
| Sterling Financial Group, Inc. | 1.30% | Reduce -1.0% | 91,296 | $3.9M |
| Vantage Point Financial LLC | 1.70% | Add +0.6% | 91,245 | $3.9M |
| Retirement Solution LLC | 0.98% | Add +1.1% | 90,436 | $3.8M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.4% | 88,950 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +23.0% | 88,812 | $3.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.60% | Add +2.9% | 88,790 | $3.8M |
| 180 Wealth Advisors, LLC | 0.51% | Add +4.6% | 85,354 | $3.6M |
| Catalyst Private Wealth, LLC | 1.60% | Reduce -11.8% | 84,900 | $3.6M |
| Quarry Hill Advisors, LLC | 2.06% | Reduce -0.0% | 83,560 | $3.5M |
| Burton Enright Welch | 0.61% | Add +65.0% | 82,660 | $3.5M |
| Seamount Financial Group Inc. | 1.77% | Add +7.1% | 81,197 | $3.4M |
| Red Lighthouse Investment Management, LLC | 1.26% | Add +0.1% | 78,084 | $3.3M |
| HMV Wealth Advisors, LLC | 2.11% | Add +0.6% | 76,037 | $3.2M |
| Factor Wealth Management LTD | 0.86% | Add +16.8% | 74,242 | $3.1M |
| SpringVest Wealth Management LLC | 2.50% | Reduce -23.3% | 72,751 | $3.1M |
| Investmark Advisory Group LLC | 1.44% | Reduce -0.1% | 72,722 | $3.1M |
| Market Street Wealth Management Advisors LLC | 0.50% | Reduce -3.5% | 72,122 | $3.1M |
| SwitchPoint Financial Planning, LLC | 2.50% | Add +38.9% | 72,101 | $3.1M |
| Melfa Wealth Management, Inc. | 1.92% | Add +0.1% | 71,775 | $3.0M |
| Financial Alternatives, Inc | 1.95% | Add +41.9% | 70,687 | $3.0M |
| AQR Capital Management | 0.00% | Add +0.4% | 70,157 | $3.0M |
| Elevation Wealth Partners, LLC | 1.16% | Add +16.3% | 69,328 | $2.9M |
| Raffa Wealth Management, LLC | 0.58% | Add +0.4% | 67,895 | $2.9M |
| Citadel Advisors | 0.00% | New | 67,503 | $2.9M |
| Ancora Advisors LLC | 0.06% | Reduce -7.4% | 67,445 | $2.9M |
| ERn Financial, LLC | 0.60% | Reduce -4.1% | 66,626 | $2.8M |
| Versant Capital Management, Inc | 0.41% | Reduce -2.0% | 64,449 | $2.7M |
| Legacy Capital Wealth Partners, LLC | 0.61% | New | 62,827 | $2.7M |
| Meritas Wealth Management, LLC | 1.45% | Reduce -3.7% | 62,102 | $2.6M |
| Elevate Wealth Advisory, Inc. | 1.78% | Add +17.8% | 59,040 | $2.5M |
| Capstone Financial Advisors, Inc. | 0.14% | Add +79.8% | 58,929 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +6.8% | 58,856 | $2.5M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -0.2% | 58,084 | $2.5M |
| Shore Point Advisors, LLC | 1.18% | Add +3.6% | 57,996 | $2.5M |
| Altiora Financial Group, LLC | 0.48% | Add +10.6% | 57,900 | $2.5M |
| RCS Financial Planning, LLC | 1.21% | Reduce -0.7% | 57,437 | $2.4M |
| Choreo, LLC | 0.03% | New | 56,414 | $2.4M |
| First Citizens Bank & Trust Co. | 0.04% | No change | 56,332 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.58% | Reduce -4.0% | 56,046 | $2.4M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 55,163 | $2.3M |
| Concord Asset Management, LLC | 0.35% | New | 54,416 | $2.3M |
| Concord Wealth Partners | 0.34% | Add +272.1% | 54,416 | $2.3M |
| LRI Investments, LLC | 0.19% | Reduce -0.1% | 53,001 | $2.2M |
| Earned Wealth Advisors, LLC | 0.43% | Reduce -1.0% | 52,292 | $2.2M |
| G2 Capital Management, LLC / Oh | 0.62% | Add +9.3% | 52,064 | $2.2M |
| Pinnacle Financial Group, LLC / IL | 0.73% | Reduce -19.4% | 51,507 | $2.2M |
| Cahill Financial Advisors Inc. | 0.27% | No change | 51,072 | $2.2M |
| Verisail Partners, LLC | 0.87% | No change | 48,538 | $2.1M |
| Parkshore Wealth Management, Inc. | 0.98% | Reduce -6.5% | 47,264 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +5.8% | 45,782 | $1.9M |
| Herold Advisors, Inc. | 0.41% | Add +8.6% | 45,679 | $1.9M |
| Cascade Wealth Advisors, Inc | 1.07% | New | 43,365 | $1.9M |
| Milestone Asset Management Group, LLC | 1.40% | Add +12.0% | 44,667 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.74% | No change | 42,517 | $1.8M |
| Retirement Guys Formula LLC | 0.67% | Reduce -0.4% | 41,516 | $1.8M |
| Mgo One Seven LLC | 0.06% | Reduce -11.2% | 41,458 | $1.8M |
| Balance Wealth Partners LLC | 1.01% | Reduce -12.9% | 40,525 | $1.7M |
| Rockbridge Investment Management, LCC | 0.18% | Add +3.8% | 39,979 | $1.7M |
| Woodside Wealth Management LLC | 1.44% | Add +3.1% | 39,412 | $1.7M |
| Capstone Wealth Management, LLC | 1.45% | Add +8.0% | 39,091 | $1.7M |
| Marshall Financial Group, LLC | 0.32% | Reduce -14.5% | 38,143 | $1.6M |
| Cardiff Park Advisors, LLC | 0.14% | Add +41.8% | 37,817 | $1.6M |
| Hiley Hunt Wealth Management | 0.80% | Add +3.5% | 36,910 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -62.3% | 37,014 | $1.6M |
| Lauterbach Financial Advisors, LLC | 0.86% | Add +24.2% | 36,999 | $1.6M |
| Vestia Personal Wealth Advisors | 1.06% | Add +1.6% | 36,538 | $1.5M |
| Forum Financial Management, LP | 0.02% | Reduce -0.0% | 36,402 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +69.5% | 36,220 | $1.5M |
| Keel Point, LLC | 0.10% | Reduce -2.2% | 36,048 | $1.5M |
| Sincerus Advisory, LLC | 1.42% | Reduce -1.0% | 34,511 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 35,441 | $1.5M |
| Olistico Wealth, LLC | 0.81% | Reduce -0.4% | 34,628 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.92% | Reduce -0.2% | 34,267 | $1.5M |
| Beckerman Institutional, LLC | 0.96% | Reduce -11.8% | 34,235 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.54% | Add +0.0% | 34,202 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +0.2% | 33,613 | $1.4M |
| Kaufman Rossin Wealth, LLC | 0.90% | Reduce -5.0% | 33,459 | $1.4M |
| American Investment Services, Inc. | 0.36% | Add +0.0% | 33,442 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.27% | Add +14.3% | 33,358 | $1.4M |
| Lionshead Wealth Management, LLC | 1.30% | Reduce -26.1% | 33,217 | $1.4M |
| Oceanside Advisors LLC | 0.94% | Reduce -0.2% | 33,174 | $1.4M |
| Auxano Advisors, LLC | 0.33% | Reduce -5.9% | 32,916 | $1.4M |
| Washington Trust Advisors, Inc. | 0.11% | Reduce -9.2% | 31,777 | $1.3M |
| Forum Private Client Group LLC | 0.51% | Reduce -4.0% | 31,294 | $1.3M |
| Financial Symmetry Inc | 0.65% | Add +5.4% | 29,590 | $1.3M |
| Berger Financial Group, Inc | 0.08% | Reduce -21.4% | 28,529 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Add +44.1% | 28,222 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.43% | Add +1.4% | 27,447 | $1.2M |
| Yoder Wealth Management, Inc. | 0.61% | Reduce -4.2% | 27,437 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +25.2% | 26,850 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.47% | No change | 26,628 | $1.1M |
| Squire Investment Management Company, LLC | 0.41% | Reduce -1.2% | 26,161 | $1.1M |
| Peirce Capital Management, LLC | 0.49% | Add +205.5% | 26,054 | $1.1M |
| Northwest Wealth Management, LLC | 0.19% | New | 24,861 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -8.0% | 24,823 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +98.5% | 24,738 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 24,350 | $1.0M |
| Renaissance Technologies | 0.00% | Add +32.4% | 23,700 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 23,303 | $987K |
| SOL Capital Management CO | 0.09% | Add +2.7% | 22,825 | $967K |
| Investment Advisory Group, LLC | 0.29% | Add +0.7% | 22,416 | $950K |
| Apollon Financial, LLC | 0.19% | New | 21,724 | $920K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.1% | 21,467 | $909K |
| Solutions 4 Wealth, Ltd | 1.51% | No change | 21,378 | $906K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 21,297 | $902K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.8% | 21,221 | $899K |
| Optima Capital LLC | 0.48% | Add +0.1% | 21,159 | $896K |
| Csenge Advisory Group | 0.05% | Add +5.4% | 22,191 | $896K |
| Wealthfront Advisers LLC | 0.00% | Reduce -49.3% | 21,000 | $890K |
| Stewardship Advisors, LLC | 0.22% | Add +7.4% | 20,823 | $882K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Reduce -2.9% | 20,756 | $879K |
| Warwick Investment Management, Inc. | 0.17% | Add +0.0% | 20,620 | $873K |
| Medallion Wealth Advisors, LLC | 0.34% | Reduce -4.7% | 20,536 | $871K |
| Allodium Investment Consultants, LLC | 0.53% | Add +10.2% | 19,856 | $841K |
| Gould Asset Management LLC | 0.16% | Reduce -2.0% | 19,835 | $840K |
| First National Bank Sioux Falls | 0.30% | No change | 19,461 | $824K |
| SageOak Financial, LLC | 0.66% | Reduce -9.0% | 19,403 | $822K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -16.1% | 19,208 | $814K |
| Longview Financial Advisors LLC | 0.50% | Reduce -1.1% | 18,986 | $804K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | No change | 18,839 | $798K |
| C M Bidwell & Associates Ltd. | 0.39% | No change | 17,827 | $755K |
| Transcend Capital Advisors, LLC | 0.06% | Add +4.7% | 17,659 | $748K |
| Barrett & Company, Inc. | 0.28% | Reduce -1.7% | 17,394 | $737K |
| ELCO Management Co., LLC | 0.38% | Reduce -0.3% | 17,080 | $724K |
| Colony Family Offices, LLC | 0.19% | No change | 16,930 | $717K |
| Lakeridge Wealth Management LLC | 0.32% | Reduce -45.3% | 16,417 | $695K |
| Waypoint Wealth Partners Inc. | 0.17% | New | 16,150 | $684K |
| Vertex Planning Partners, LLC | 0.14% | Add +12.8% | 15,771 | $668K |
| Merit Financial Group, LLC | 0.01% | Add +4.4% | 15,496 | $656K |
| Quadcap Wealth Management, LLC | 0.08% | New | 15,405 | $653K |
| Rialto Wealth Management, LLC | 0.18% | No change | 14,912 | $632K |
| Nemes Rush Group LLC | 0.07% | Add +53.3% | 14,910 | $632K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.2% | 14,802 | $627K |
| Bay Capital Advisors, LLC | 0.48% | Add +2.2% | 14,752 | $625K |
| Titleist Asset Management, LLC | 0.06% | Add +89.2% | 14,651 | $621K |
| VanderPol Investments L.L.C. | 1.29% | Reduce -17.6% | 14,516 | $615K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 14,163 | $600K |
| DecisionPoint Financial, LLC | 0.15% | Add +0.0% | 13,590 | $576K |
| Cwm, LLC | 0.00% | Add +2.8% | 13,543 | $574K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -9.7% | 13,384 | $567K |
| Seneschal Advisors, LLC | 0.45% | Add +114.6% | 13,363 | $566K |
| Morris Financial Concepts, Inc. | 0.22% | Reduce -0.4% | 13,344 | $565K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -0.1% | 13,131 | $556K |
| CW Advisors, LLC | 0.01% | Reduce -10.1% | 13,094 | $555K |
| Evanson Asset Management, LLC | 0.03% | Reduce -56.0% | 12,945 | $548K |
| Lam Group, Inc. | 0.37% | Add +6.3% | 12,900 | $546K |
| Strathmore Capital Advisors, Inc. | 0.24% | — | 12,730 | $546K |
| Aspect Partners, LLC | 0.27% | No change | 12,874 | $545K |
| Axis Wealth Partners, LLC | 0.36% | Reduce -1.9% | 12,840 | $544K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -20.3% | 12,692 | $538K |
| Financial Harvest, LLC | 0.40% | New | 12,573 | $533K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -1.9% | 12,493 | $529K |
| Mather Group, Llc. | 0.01% | No change | 12,435 | $527K |
| Kraft Asset Management, LLC | 0.47% | Reduce -2.5% | 11,973 | $507K |
| Freedom Financial Partners LLC | 0.21% | Add +0.1% | 11,923 | $505K |
| Annandale Capital, LLC | 0.09% | Add +4.1% | 11,932 | $505K |
| WMG Financial Advisors, LLC | 0.19% | No change | 11,846 | $502K |
| Patten & Patten Inc. | 0.03% | Reduce -9.3% | 11,718 | $496K |
| FMR LLC | 0.00% | Add +11.7% | 11,700 | $496K |
| Cooper Financial Group | 0.06% | Add +0.0% | 11,679 | $495K |
| Triune Financial Partners, LLC | 0.14% | New | 11,616 | $492K |
| Tranquility Partners, LLC | 0.17% | Add +0.8% | 11,520 | $488K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.9% | 11,448 | $485K |
| Triad Wealth Partners, LLC | 0.10% | New | 11,262 | $477K |
| Aerodigm Wealth, LLC | 0.23% | New | 11,209 | $475K |
| Warburton Capital Management, LLC | 0.28% | Add +28.4% | 10,890 | $474K |
| Cary Street Partners Financial LLC | 0.01% | Add +20.7% | 11,147 | $472K |
| Private Trust Co. NA | 0.04% | No change | 11,078 | $469K |
| Brookstone Capital Management | 0.01% | Reduce -68.0% | 11,076 | $469K |
| FCG Investment Co | 0.24% | New | 10,992 | $466K |
| XY Planning Network, Inc. | 0.16% | New | 10,940 | $463K |
| Porter White Investment Advisors, Inc. | 0.21% | Reduce -0.2% | 10,857 | $460K |
| Bayshore Asset Management, LLC | 0.21% | New | 10,810 | $458K |
| GWN Securities Inc. | 0.08% | Reduce -43.9% | 10,806 | $458K |
| Asset Dedication, LLC | 0.03% | Reduce -89.8% | 10,772 | $456K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.0% | 10,764 | $456K |
| Eclectic Associates Inc. | 0.10% | Add +4.9% | 10,690 | $453K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 10,680 | $452K |
| Total Clarity Wealth Management, Inc. | 0.13% | New | 10,646 | $451K |
| Sigma Planning Corp | 0.01% | Reduce -6.6% | 10,622 | $450K |
| Compass Advisory Group LLC | 0.14% | No change | 10,605 | $449K |
| Builder Investment Group Inc. | 0.11% | Add +6.3% | 10,403 | $441K |
| Dixon Fnancial Services, Inc. | 0.22% | Add +2.5% | 10,381 | $440K |
| tru Independence LLC | 0.12% | Add +0.3% | 9,952 | $422K |
| Total Wealth Planning, LLC | 0.05% | Reduce -21.7% | 9,924 | $420K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -32.5% | 9,875 | $418K |
| Glassman Wealth Services | 0.06% | No change | 9,860 | $418K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.2% | 9,836 | $417K |
| OneAscent Financial Services LLC | 0.03% | New | 9,673 | $410K |
| Heritage Wealth Management, Inc./Texas | 0.20% | Add +0.2% | 9,657 | $409K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 9,287 | $402K |
| Gordian Advisors LLC | 0.29% | New | 9,495 | $402K |
| Ruedi Wealth Management, Inc. | 0.12% | Add +0.0% | 9,464 | $401K |
| Shearwater Capital LLC | 0.25% | Reduce -0.6% | 9,445 | $400K |
| Exchange Traded Concepts, LLC | 0.01% | New | 9,334 | $395K |
| Northern Trust Corp. | 0.00% | New | 9,193 | $389K |
| City State Bank | 0.12% | Reduce -7.4% | 9,138 | $387K |
| Bridgewater Advisors Inc. | 0.03% | Add +0.1% | 8,667 | $378K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.1% | 8,913 | $378K |
| Parallel Advisors, LLC | 0.01% | No change | 8,831 | $374K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -4.5% | 8,826 | $372K |
| Ascentis Independent Advisors | 0.07% | Add +1.1% | 8,642 | $366K |
| Savvy Advisors, Inc. | 0.02% | New | 8,545 | $362K |
| Sprinkle Financial Consultants LLC | 0.22% | Add +2.5% | 8,345 | $354K |
| Riverchase Wealth Management, LLC | 0.22% | Add +0.3% | 8,294 | $351K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $349K |
| Midwest Trust Co | 0.00% | — | 8,203 | $347K |
| New Dimensions Wealth Management, LLC | 0.31% | No change | 8,009 | $339K |
| Montis Financial, LLC | 0.09% | No change | 7,903 | $335K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,834 | $332K |
| Blue Trust, Inc. | 0.00% | Reduce -11.0% | 7,711 | $327K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -15.1% | 7,490 | $322K |
| Signaturefd, LLC | 0.01% | Add +12715.5% | 7,433 | $315K |
| RHS Financial, LLC | 0.18% | Reduce -14.0% | 7,350 | $311K |
| Index Fund Advisors, Inc. | 0.02% | Add +1.1% | 7,138 | $302K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -13.7% | 7,099 | $299K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -53.4% | 7,000 | $297K |
| L.K. Benson & Company, P.C. | 0.18% | Reduce -2.7% | 6,995 | $296K |
| Facet Wealth, Inc. | 0.01% | Reduce -7.9% | 6,658 | $289K |
| Wedmont Private Capital | 0.01% | New | 6,659 | $286K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 6,744 | $286K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $286K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +1.2% | 6,571 | $278K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 6,561 | $278K |
| Pine Harbor Wealth Management, LLC | 0.10% | No change | 6,545 | $277K |
| Dopkins Wealth Management, LLC | 0.12% | Reduce -45.9% | 6,409 | $272K |
| CPA Asset Management Group, LLC | 0.11% | No change | 6,206 | $263K |
| Hill Investment Group Partners, LLC | 0.03% | Add +6.5% | 6,198 | $263K |
| Ascent Group, LLC | 0.01% | Add +1.3% | 6,125 | $259K |
| Core Wealth Management, Inc. | 0.09% | New | 6,048 | $256K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $252K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 5,893 | $250K |
| Parsons Capital Management Inc. | 0.02% | Reduce -9.0% | 5,831 | $247K |
| Heritage Wealth Management, Inc. | 0.19% | No change | 5,809 | $246K |
| Rossby Financial, LCC | 0.09% | No change | 5,716 | $242K |
| Blodgett Wealth Advisors, LLC | 0.19% | Reduce -5.9% | 5,712 | $242K |
| Huntleigh Advisors, Inc. | 0.05% | Add +0.3% | 5,711 | $242K |
| CWS Financial Advisors, LLC | 0.07% | New | 5,565 | $236K |
| Emprise Bank | 0.11% | No change | 5,553 | $235K |
| FourThought Financial Partners, LLC | 0.02% | Add +0.1% | 5,439 | $230K |
| LongView Asset Management LLC | 0.17% | Reduce -0.9% | 5,430 | $230K |
| Family Office Research LLC | 0.11% | Reduce -0.9% | 5,412 | $229K |
| Parkwoods Wealth Partners, LLC | 0.13% | New | 5,407 | $229K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,381 | $228K |
| Momentous Wealth Management, Inc. | 0.14% | Reduce -3.5% | 5,252 | $222K |
| Essex Financial Services, Inc. | 0.01% | Reduce -46.5% | 5,223 | $221K |
| Lodestone Wealth Management LLC | 0.11% | New | 5,194 | $220K |
| Blue Oak Capital, LLC | 0.12% | No change | 5,180 | $219K |
| Ethos Financial Group, LLC | 0.02% | Reduce -60.7% | 5,171 | $219K |
| BOS Asset Management, LLC | 0.07% | New | 5,168 | $219K |
| Nalls Sherbakoff Group, LLC | 0.15% | Reduce -3.3% | 4,739 | $201K |
| Promus Capital, LLC | 0.13% | New | 4,615 | $195K |
| True Wealth Design, LLC | 0.07% | No change | 4,600 | $195K |
| Wealth Preservation Advisors, LLC | 0.12% | No change | 4,567 | $193K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -34.1% | 4,145 | $176K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,784 | $160K |
| Pillar Financial Advisors, LLC | 0.11% | No change | 3,597 | $152K |
| Bank of Montreal | 0.00% | Add +297.6% | 3,193 | $135K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -53.7% | 2,480 | $105K |
| Fort Vancouver Investment Management, LLC | 0.07% | Reduce -4.0% | 2,411 | $102K |
| Kings Path Partners LLC | 0.04% | Add +0.1% | 2,352 | $100K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 2,208 | $94K |
| CENTRAL TRUST Co | 0.00% | No change | 1,947 | $82K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -49.0% | 1,757 | $74K |
| Evolution Advisers, Inc. | 0.03% | No change | 1,699 | $71K |
| Phillips Financial Management, LLC | 0.01% | Reduce -14.8% | 1,658 | $70K |
| Global Retirement Partners, LLC | 0.00% | — | 1,638 | $69K |
| Arlington Trust Co LLC | 0.01% | No change | 1,376 | $58K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,202 | $51K |
| Orion Capital Management LLC | 0.02% | Reduce -2.9% | 1,199 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,075 | $46K |
| Grand Wealth Management, LLC | 0.02% | Reduce -62.1% | 1,031 | $44K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $33K |
| Salem Investment Counselors Inc. | 0.00% | No change | 684 | $29K |
| Creative Capital Management Investments LLC | 0.01% | No change | 509 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $18K |
| Wells Fargo & Company | 0.00% | Reduce -68.9% | 422 | $18K |
| Pinney & Scofield, Inc. | 0.01% | No change | 415 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 389 | $16K |
| Comerica Bank | 0.00% | Reduce -48.8% | 370 | $16K |
| Principal Securities, Inc. | 0.00% | Reduce -67.1% | 365 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 230 | $10K |
| Fortitude Family Office, LLC | 0.00% | Reduce -51.6% | 202 | $9K |
| Spurstone Advisory Services, LLC | 0.10% | No change | 162 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 149 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -98.6% | 114 | $5K |
| Hurley Capital, LLC | 0.00% | Add +0.9% | 106 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $4K |
| Kilter Group LLC | 0.00% | New | 82 | $3K |
| US Bancorp \de | 0.00% | Reduce -33.9% | 74 | $3K |
| West Financial Advisors, LLC | 0.00% | No change | 70 | $3K |
| Transce3nd, LLC | 0.00% | No change | 37 | $2K |
| Eq Wealth Advisors, LLC | 0.00% | Add +61.5% | 21 | $890 |
| Ameritas Advisory Services, LLC | 0.00% | New | 12 | $510 |
"% of holder's portfolio" is DFAU's weight in each manager's 13F, not the share of Dimensional US Core Equity M the manager owns.