Dimensional US Core Equity MDFAUETF
13F holders, Q3 2025 (September 30)508holders +11
28new positions
14sold out
2famous investors
$45.78avg. 13F price*
At the end of Q3 2025, 508 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 11 from Q2 2025. 28 opened new positions and 14 sold out. The largest holders were Sequoia Financial Advisors, LLC ($320.7M), RVW Wealth, LLC ($205.9M) and OneDigital Investment Advisors LLC ($182.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $95.9M |
| Exits | 14 | $39.7M |
All 13F filers, Q2 2025 → Q3 2025: 9,195,749 shares bought and 3,917,423 shares sold, net +5,278,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| Sequoia Financial Advisors, LLC | 1.96% | Add +5.2% | 7,007,237 | $320.7M |
| RVW Wealth, LLC | 16.07% | Add +3.9% | 4,499,238 | $205.9M |
| OneDigital Investment Advisors LLC | 1.88% | Add +6.0% | 3,994,457 | $182.8M |
| Allworth Financial LP | 0.81% | Add +4.6% | 3,989,254 | $182.5M |
| Aquire Wealth Advisors, LLC | 40.64% | Add +4.2% | 3,605,368 | $165.0M |
| Modera Wealth Management, LLC | 1.81% | Reduce -1.4% | 3,418,262 | $156.4M |
| Kooman & Associates | 39.31% | Add +2.8% | 2,785,357 | $127.5M |
| Blankinship & Foster, LLC | 27.27% | Reduce -0.1% | 2,725,400 | $124.7M |
| Focus Partners Advisor Solutions, LLC | 1.35% | Add +24.4% | 2,580,178 | $119.3M |
| Spinnaker Investment Group, LLC | 20.72% | Add +14.1% | 2,408,851 | $110.2M |
| AE Wealth Management LLC | 0.70% | Reduce -5.0% | 2,386,738 | $109.2M |
| Focus Partners Wealth | 0.17% | Reduce -0.4% | 2,328,209 | $106.5M |
| Hemington Wealth Management | 13.02% | Add +2.6% | 2,189,329 | $100.2M |
| Arista Wealth Management, LLC | 11.92% | Add +4.5% | 2,093,391 | $95.8M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +5.6% | 2,042,881 | $93.8M |
| Evoke Wealth, LLC | 1.95% | Add +1.8% | 2,042,994 | $93.5M |
| Krilogy Financial LLC | 2.96% | Add +5.1% | 1,699,653 | $78.8M |
| WPWealth LLP | 12.27% | Add +10.9% | 1,640,453 | $75.1M |
| Austin Wealth Management, LLC | 11.13% | Add +3.3% | 1,550,561 | $71.0M |
| Pioneer Wealth Management Group | 20.83% | Add +8.3% | 1,410,087 | $64.5M |
| HB Wealth Management, LLC | 0.43% | Add +0.5% | 1,372,749 | $62.8M |
| Savant Capital, LLC | 0.37% | Add +7.1% | 1,349,054 | $61.7M |
| BCM Advisors, LLC | 12.10% | Reduce -1.0% | 1,279,039 | $60.1M |
| Maseco LLP | 2.73% | Add +62.7% | 1,231,355 | $56.3M |
| Essential Planning, LLC. | 19.27% | Reduce -3.6% | 1,223,276 | $56.0M |
| Hill Island Financial LLC | 13.80% | Reduce -3.7% | 1,207,659 | $55.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -7.8% | 1,191,146 | $54.5M |
| Diversify Wealth Management, LLC | 3.02% | Reduce -6.4% | 1,119,298 | $52.3M |
| Meridian Wealth Partners, LLC | 7.00% | Reduce -39.1% | 1,111,458 | $50.9M |
| Mariner, LLC | 0.06% | Add +0.6% | 1,085,236 | $49.7M |
| Sterling Wealth Advisors Inc | 30.59% | Add +2.4% | 1,053,325 | $47.9M |
| NorthCoast Asset Management LLC | 0.18% | Add +11.7% | 1,011,270 | $46.3M |
| PBMares Wealth Management LLC | 7.42% | Add +10.0% | 1,000,245 | $45.8M |
| Brighton Jones LLC | 1.07% | Add +1.7% | 977,428 | $44.7M |
| LPL Financial LLC | 0.01% | Add +12.1% | 927,623 | $42.4M |
| TCP Asset Management, LLC | 7.50% | Add +1.9% | 918,558 | $42.0M |
| Corient Private Wealth LP | 0.07% | Reduce -2.7% | 917,618 | $42.0M |
| Cetera Investment Advisers | 0.05% | Add +18.8% | 914,631 | $41.9M |
| AdvisorNet Financial, Inc | 2.34% | Reduce -1.8% | 901,536 | $41.3M |
| Moneta Group Investment Advisors LLC | 0.33% | New | 899,255 | $41.1M |
| Valued Wealth Advisors LLC | 18.88% | Add +6.7% | 889,432 | $40.7M |
| Curio Wealth, LLC | 16.24% | Add +5.0% | 864,771 | $39.6M |
| Stadion Money Management, LLC | 3.09% | Reduce -5.1% | 845,414 | $38.7M |
| Advisory Alpha, LLC | 1.08% | Add +8.9% | 840,612 | $38.6M |
| Fonville Wealth Management LLC | 8.62% | Add +1.7% | 837,642 | $38.3M |
| Wealthspire Advisors, LLC | 0.20% | Reduce -2.6% | 829,947 | $38.0M |
| Liberty Wealth Management LLC | 5.24% | Reduce -1.8% | 813,588 | $37.2M |
| SC&H Financial Advisors, Inc. | 6.07% | Add +0.1% | 813,543 | $37.2M |
| VeraBank, N.A. | 6.95% | Add +6.6% | 811,941 | $37.2M |
| Note Advisors, LLC | 22.01% | Add +4.5% | 808,974 | $37.0M |
| Two West Capital Advisors LLC | 22.24% | Add +0.1% | 793,114 | $36.8M |
| Alpha Financial Advisors, LLC | 12.95% | Add +6.3% | 803,942 | $36.8M |
| Plancorp, LLC | 1.14% | Reduce -0.2% | 794,766 | $36.4M |
| Financial Connections Group, Inc. | 13.36% | Reduce -2.5% | 748,181 | $34.2M |
| Timonier Family Office, LTD. | 10.94% | Add +11.6% | 729,649 | $33.4M |
| Highland Financial Advisors, LLC | 9.55% | Add +4.8% | 727,979 | $33.3M |
| UBS Group AG | 0.01% | Add +66.2% | 719,182 | $32.9M |
| Creative Planning | 0.02% | Add +2.6% | 692,046 | $31.7M |
| Yardley Wealth Management LLC | 16.95% | Reduce -9.5% | 663,198 | $30.3M |
| Bay Harbor Wealth Management, LLC | 8.15% | Add +5.4% | 659,467 | $30.2M |
| Zhang Financial LLC | 1.22% | Add +4.6% | 655,912 | $30.0M |
| Physician Wealth Solutions Inc. | 12.95% | Reduce -0.1% | 648,220 | $29.7M |
| Betterment LLC | 0.06% | Reduce -5.1% | 635,040 | $29.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6.13% | Add +2.2% | 631,695 | $28.9M |
| Spectrum Investment Advisors, Inc. | 15.51% | Reduce -0.3% | 625,919 | $28.6M |
| Keystone Financial Group, Inc. | 16.08% | Reduce -2.0% | 623,534 | $28.5M |
| Awm Capital, LLC | 2.59% | Reduce -3.9% | 621,615 | $28.4M |
| ACT Advisors, LLC. | 11.44% | Add +5.6% | 619,487 | $28.3M |
| Pathstone Holdings, LLC | 0.11% | Add +16.0% | 613,195 | $28.1M |
| M Wealth Management, LLC | 23.69% | Add +1.4% | 589,523 | $27.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.3% | 581,952 | $26.6M |
| Osaic Holdings, Inc. | 0.04% | Add +7.5% | 571,662 | $26.1M |
| Kure Advisory, LLC | 15.79% | Add +0.8% | 558,961 | $25.6M |
| MAI Capital Management | 0.16% | Add +4.7% | 548,527 | $25.1M |
| Allegiance Financial Group Advisory Services LLC | 5.68% | Add +12.0% | 539,299 | $24.7M |
| Heritage Investment Group, Inc. | 3.95% | Add +4.8% | 539,200 | $24.7M |
| Private Wealth Management Group, LLC | 6.57% | Add +24.1% | 521,724 | $23.9M |
| Quantum Financial Advisors, LLC | 2.91% | Reduce -12.7% | 521,430 | $23.9M |
| Morling Financial Advisors, LLC | 7.92% | Add +0.5% | 521,207 | $23.9M |
| Shira Ridge Wealth Management | 10.11% | Add +1.5% | 520,768 | $23.8M |
| Beacon Pointe Advisors, LLC | 0.20% | Add +176.9% | 514,363 | $23.5M |
| Envision Financial Planning, LLC | 9.91% | Add +3.6% | 510,893 | $23.4M |
| Bank of America Corp. | 0.00% | Add +3.7% | 510,465 | $23.4M |
| CVA Family Office, LLC | 2.85% | Add +14.4% | 483,620 | $22.1M |
| Mission Wealth Management, LP | 0.45% | Reduce -2.0% | 478,451 | $21.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.2% | 463,009 | $21.2M |
| AlphaStar Capital Management, LLC | 1.81% | New | 458,542 | $21.0M |
| JFS Wealth Advisors, LLC | 1.23% | Add +10.5% | 457,644 | $20.9M |
| Sax Wealth Advisors, LLC | 1.08% | Reduce -4.6% | 438,890 | $20.1M |
| Claris Advisors, LLC / Mo / | 6.73% | No change | 456,829 | $19.4M |
| Entrewealth, LLC | 9.70% | Add +14.9% | 412,074 | $18.9M |
| Perigon Wealth Management, LLC | 0.37% | Reduce -2.5% | 399,499 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 388,945 | $17.8M |
| Baird Financial Group, Inc. | 0.03% | Add +94.8% | 387,508 | $17.7M |
| Physician Wealth Advisors, Inc. | 2.50% | Reduce -5.8% | 383,323 | $17.5M |
| Tortoise Investment Management, LLC | 1.50% | Reduce -3.9% | 367,366 | $16.8M |
| Willow Creek Wealth Management Inc. | 1.38% | Reduce -0.6% | 365,649 | $16.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.8% | 364,023 | $16.7M |
| Tassel Capital Management, Inc. | 10.62% | Add +2.8% | 362,685 | $16.6M |
| Maryland Capital Advisors Inc. | 5.88% | Add +13.6% | 359,273 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 354,829 | $16.2M |
| Jacobi Capital Management LLC | 0.96% | Add +7.1% | 345,344 | $15.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -16.8% | 342,500 | $15.7M |
| Prudent Man Investment Management, Inc. | 8.46% | No change | 376,342 | $15.2M |
| Legacy Financial Group, Inc. | 4.18% | Add +1.6% | 332,913 | $15.2M |
| Ledgewood Wealth Advisors, LLC | 9.01% | Reduce -1.1% | 332,578 | $15.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.30% | Reduce -12.7% | 329,240 | $15.1M |
| Security Financial Services, INC. | 2.43% | Add +1.0% | 328,207 | $15.0M |
| Binnacle Investments Inc | 8.58% | Add +2.5% | 318,639 | $14.6M |
| Clarity Capital Advisors, LLC | 7.86% | Add +3.5% | 315,293 | $14.4M |
| Great Point Wealth Advisors, LLC | 2.69% | — | 312,856 | $14.3M |
| Live Oak Private Wealth LLC | 1.97% | Add +34.5% | 309,194 | $14.1M |
| Jackson Thornton Wealth Management, LLC | 1.43% | Add +0.4% | 305,947 | $14.1M |
| Assetmark, Inc. | 0.03% | Reduce -4.4% | 294,634 | $13.5M |
| Navigoe, LLC | 8.24% | Add +12.7% | 282,153 | $12.9M |
| North Capital, Inc. | 9.83% | Add +5.0% | 277,735 | $12.7M |
| Sollinda Capital Management LLC | 3.47% | Add +17.4% | 277,060 | $12.7M |
| Integrated Wealth Concepts LLC | 0.11% | Add +1.2% | 271,755 | $12.4M |
| Centennial Bank | 4.86% | Add +3.8% | 270,424 | $12.4M |
| FinDec Wealth Services, Inc. | 12.50% | Reduce -6.4% | 263,923 | $12.1M |
| MML Investors Services, LLC | 0.03% | Add +0.3% | 260,802 | $11.9M |
| Syverson Strege & Co | 2.85% | Reduce -21.5% | 260,203 | $11.9M |
| Hutchinson Capital Management | 2.05% | Add +5.8% | 258,475 | $11.8M |
| First Financial Group Corp | 10.12% | Add +1.2% | 255,189 | $11.7M |
| Cherrydale Wealth Management, LLC | 3.60% | Reduce -0.8% | 250,069 | $11.4M |
| Johnson Wealth Management, LLC | 6.28% | — | 248,925 | $11.4M |
| Lauer Wealth, LLC | 8.24% | Add +1.6% | 245,676 | $11.2M |
| Firethorn Wealth Partners, LLC | 4.35% | Add +10.8% | 241,018 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.4% | 236,959 | $10.8M |
| Weinberger Asset Management, Inc | 3.88% | Add +2.6% | 233,939 | $10.7M |
| Canopy Partners, LLC | 3.48% | Add +8.8% | 227,726 | $10.4M |
| M Holdings Securities, Inc. | 2.19% | Add +0.8% | 226,887 | $10.4M |
| Oak Wealth Advisors LLC | 6.03% | Add +1.1% | 226,615 | $10.4M |
| Farther Finance Advisors, LLC | 0.15% | Add +11.7% | 222,513 | $10.2M |
| AlTi Global, Inc. | 0.24% | No change | 219,652 | $10.1M |
| FMB Wealth Management | 4.21% | Reduce -0.5% | 217,192 | $9.9M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Reduce -0.9% | 214,926 | $9.8M |
| VSM Wealth Advisory, LLC | 3.01% | Add +86.7% | 211,772 | $9.7M |
| Tableaux LLC | 3.83% | Add +92.5% | 209,178 | $9.6M |
| Chicago Partners Investment Group LLC | 0.25% | Add +0.6% | 201,755 | $9.5M |
| Pacific Asset Management, LLC | 6.41% | Add +3.4% | 206,200 | $9.4M |
| IFP Advisors, Inc | 0.24% | Add +95.2% | 204,200 | $9.3M |
| American Capital Advisory, LLC | 4.14% | Reduce -0.7% | 195,051 | $8.9M |
| Park Avenue Securities LLC | 0.07% | Add +20.6% | 193,137 | $8.8M |
| Sowell Financial Services LLC | 0.32% | Add +21.0% | 183,655 | $8.4M |
| Abel Hall, LLC | 3.39% | Reduce -0.0% | 183,552 | $8.4M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +5.7% | 178,764 | $8.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.2% | 176,288 | $8.1M |
| HTG Investment Advisors, Inc. | 2.70% | Reduce -0.6% | 175,091 | $8.0M |
| Seven Mile Advisory | 1.30% | New | 173,529 | $7.9M |
| Wealth Advisors Northwest LLC | 3.83% | Add +2.5% | 173,133 | $7.9M |
| World Investment Advisors | 0.16% | Add +1.1% | 170,694 | $7.8M |
| Prodigy Asset Management LLC | 3.48% | Add +22.3% | 168,339 | $7.7M |
| Diversified Portfolios, Inc. | 0.68% | Reduce -5.0% | 167,818 | $7.7M |
| Glass Jacobson Investment Advisors llc | 2.77% | Add +7.1% | 167,316 | $7.7M |
| Capital Investment Advisory Services, LLC | 0.59% | Reduce -0.5% | 163,514 | $7.5M |
| ARK & TLK Investments, LLC | 2.37% | Reduce -8.4% | 163,504 | $7.5M |
| Aegis Wealth Management LLC | 4.01% | Add +1.4% | 163,462 | $7.5M |
| Morton Capital Management LLC | 1.16% | Reduce -3.1% | 154,544 | $7.1M |
| Mattern Wealth Management LLC | 1.38% | Add +1.2% | 151,011 | $6.9M |
| Aspen Wealth Management LLC | 1.53% | Add +0.1% | 150,290 | $6.9M |
| Chico Wealth RIA | 4.65% | No change | 149,602 | $6.8M |
| Semitam Bonam LLC | 6.12% | Add +7.2% | 149,583 | $6.8M |
| Invst, LLC | 0.78% | Add +17.1% | 149,053 | $6.8M |
| Root Financial Partners, LLC | 0.42% | Add +6.0% | 148,243 | $6.8M |
| Keb Asset Management, LLC | 1.52% | Add +0.1% | 147,622 | $6.8M |
| Croban | 4.47% | New | 146,618 | $6.7M |
| Cerity Partners LLC | 0.01% | Reduce -13.1% | 146,505 | $6.7M |
| JDH Wealth Management, LLC | 4.68% | Reduce -1.1% | 144,058 | $6.6M |
| Hardy Reed LLC | 0.47% | No change | 140,471 | $6.4M |
| GEM Asset Management, LLC | 3.00% | Add +0.9% | 137,844 | $6.3M |
| Level Wealth Management LLC | 3.26% | Reduce -4.8% | 135,483 | $6.2M |
| RFG Advisory, LLC | 0.12% | Reduce -0.4% | 130,940 | $6.0M |
| Dodds Wealth, LLC | 1.47% | Reduce -0.1% | 129,642 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Add +4.0% | 127,895 | $5.9M |
| Waverly Advisors, LLC | 0.06% | Reduce -0.2% | 127,393 | $5.8M |
| HFG Wealth Management, LLC | 3.10% | Reduce -10.0% | 124,568 | $5.7M |
| Quad-Cities Investment Group, LLC | 2.43% | Add +4.2% | 124,380 | $5.7M |
| Magnolia Capital Advisors LLC | 1.48% | Add +9.4% | 123,838 | $5.7M |
| Cypress Point Wealth Management, LLC | 1.14% | Reduce -1.9% | 122,772 | $5.6M |
| CreativeOne Wealth, LLC | 0.14% | Add +1.7% | 121,855 | $5.6M |
| Andrews, Lucia Wealth Management LLC | 3.35% | Reduce -0.4% | 121,603 | $5.6M |
| Rather & Kittrell, Inc. | 0.95% | Add +0.1% | 118,496 | $5.4M |
| International Private Wealth Advisors LLC | 3.34% | New | 116,112 | $5.3M |
| Waterfront Wealth Inc. | 1.07% | Add +14.0% | 113,705 | $5.2M |
| SYM FINANCIAL Corp | 0.55% | Add +2.1% | 112,983 | $5.2M |
| Kennedy Investment Group, Inc. | 2.05% | Add +18.1% | 112,775 | $5.2M |
| Signature Resources Capital Management, LLC | 2.77% | Reduce -2.9% | 110,506 | $5.1M |
| Strategic Investment Solutions, Inc. | 1.33% | Reduce -22.8% | 110,191 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.0% | 108,828 | $5.0M |
| APS Management Group, Inc. | 4.41% | — | 108,763 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.0% | 107,834 | $4.9M |
| AQR Capital Management | 0.00% | Add +53.4% | 107,627 | $4.9M |
| Ancora Advisors LLC | 0.10% | Add +54.7% | 104,310 | $4.8M |
| TCI Wealth Advisors, Inc. | 0.28% | Add +5.3% | 102,657 | $4.7M |
| Alkeme Wealth, LLC | 2.01% | Add +5.8% | 101,846 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -70.4% | 101,438 | $4.6M |
| Fiduciary Financial Group, LLC | 0.72% | Reduce -1.4% | 99,231 | $4.5M |
| Robinson Smith Wealth Advisors LLC | 3.26% | Add +2.8% | 99,107 | $4.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.64% | Add +7.4% | 95,391 | $4.4M |
| Apella Capital, LLC | 0.10% | Reduce -3.4% | 95,866 | $4.3M |
| Sageworth Trust Co | 0.20% | Reduce -5.8% | 91,960 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +1.9% | 90,519 | $4.1M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -30.6% | 90,509 | $4.1M |
| Cowa, LLC | 1.46% | Reduce -3.0% | 89,893 | $4.1M |
| 180 Wealth Advisors, LLC | 0.49% | Add +1.8% | 86,858 | $4.0M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -2.4% | 86,845 | $4.0M |
| Sterling Financial Group, Inc. | 1.25% | Reduce -5.3% | 86,506 | $4.0M |
| Vantage Point Financial LLC | 1.51% | Reduce -6.4% | 85,442 | $3.9M |
| Retirement Solution LLC | 0.93% | Reduce -6.0% | 84,991 | $3.9M |
| Elevation Wealth Partners, LLC | 1.39% | Add +21.8% | 84,434 | $3.9M |
| Burton Enright Welch | 0.57% | Add +0.0% | 82,665 | $3.8M |
| Quarry Hill Advisors, LLC | 1.94% | Reduce -1.3% | 82,484 | $3.8M |
| Market Street Wealth Management Advisors LLC | 0.60% | Add +13.7% | 81,991 | $3.8M |
| Tandem Financial, LLC | 1.37% | New | 80,439 | $3.7M |
| Seamount Financial Group Inc. | 1.74% | Reduce -1.1% | 80,293 | $3.7M |
| Red Lighthouse Investment Management, LLC | 1.25% | No change | 78,084 | $3.6M |
| HMV Wealth Advisors, LLC | 1.91% | No change | 76,037 | $3.5M |
| Catalyst Private Wealth, LLC | 1.51% | Reduce -11.3% | 75,290 | $3.4M |
| Legacy Capital Wealth Partners, LLC | 0.73% | Add +16.6% | 73,233 | $3.4M |
| Stratos Investment Management, LLC | 0.14% | Reduce -37.0% | 72,509 | $3.3M |
| SwitchPoint Financial Planning, LLC | 2.39% | No change | 72,101 | $3.3M |
| Melfa Wealth Management, Inc. | 1.91% | Reduce -0.9% | 71,112 | $3.3M |
| Investmark Advisory Group LLC | 1.40% | Reduce -2.8% | 70,717 | $3.2M |
| Financial Alternatives, Inc | 1.96% | No change | 70,687 | $3.2M |
| SpringVest Wealth Management LLC | 2.36% | Reduce -3.4% | 70,269 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +91.7% | 67,922 | $3.1M |
| Savvy Advisors, Inc. | 0.14% | Add +673.2% | 66,072 | $3.0M |
| AssuredPartners Investment Advisors, LLC | 0.66% | Add +15.9% | 64,955 | $3.0M |
| Versant Capital Management, Inc | 0.40% | Add +0.0% | 64,477 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +8.2% | 63,681 | $2.9M |
| ERn Financial, LLC | 0.57% | Reduce -5.5% | 62,993 | $2.9M |
| Meritas Wealth Management, LLC | 1.41% | No change | 62,102 | $2.8M |
| Factor Wealth Management LTD | 0.70% | Reduce -17.1% | 61,516 | $2.8M |
| Washington Trust Advisors, Inc. | 0.21% | Add +88.7% | 59,955 | $2.7M |
| Raffa Wealth Management, LLC | 0.48% | Reduce -13.1% | 58,990 | $2.7M |
| Capstone Financial Advisors, Inc. | 0.15% | Add +0.0% | 58,932 | $2.7M |
| Shore Point Advisors, LLC | 1.19% | Add +1.3% | 58,767 | $2.7M |
| Altiora Financial Group, LLC | 0.49% | Add +0.2% | 58,035 | $2.7M |
| Elevate Wealth Advisory, Inc. | 1.92% | Reduce -2.0% | 57,867 | $2.6M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -0.8% | 57,633 | $2.6M |
| Concord Wealth Partners | 0.36% | Add +5.5% | 57,419 | $2.6M |
| CGN Advisors LLC | 0.22% | Reduce -39.8% | 57,251 | $2.6M |
| RCS Financial Planning, LLC | 1.15% | Reduce -1.0% | 56,846 | $2.6M |
| First Citizens Bank & Trust Co. | 0.06% | No change | 56,332 | $2.6M |
| Choreo, LLC | 0.03% | Reduce -0.9% | 55,931 | $2.6M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 55,251 | $2.5M |
| Earned Wealth Advisors, LLC | 0.40% | Add +1.9% | 53,298 | $2.4M |
| LRI Investments, LLC | 0.20% | Reduce -0.8% | 52,598 | $2.4M |
| Milestone Asset Management Group, LLC | 1.51% | Add +17.6% | 52,543 | $2.4M |
| G2 Capital Management, LLC / Oh | 0.60% | Add +0.2% | 52,164 | $2.4M |
| Pinnacle Financial Group, LLC / IL | 0.71% | Add +0.2% | 51,628 | $2.4M |
| Cahill Financial Advisors Inc. | 0.27% | No change | 51,072 | $2.3M |
| Parkwoods Wealth Partners, LLC | 0.79% | Add +832.7% | 50,429 | $2.3M |
| Verisail Partners, LLC | 0.94% | No change | 48,538 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +124.2% | 47,739 | $2.2M |
| Herold Advisors, Inc. | 0.49% | Add +0.7% | 46,000 | $2.1M |
| Parkshore Wealth Management, Inc. | 0.85% | Reduce -3.8% | 45,461 | $2.1M |
| Morgan Stanley | 0.00% | Add +20.9% | 44,753 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 44,375 | $2.0M |
| Tanglewood Legacy Advisors, LLC | 0.75% | No change | 42,517 | $1.9M |
| Mgo One Seven LLC | 0.04% | Reduce -2.1% | 40,579 | $1.9M |
| Vestia Personal Wealth Advisors | 0.98% | Add +9.9% | 40,166 | $1.8M |
| Balance Wealth Partners LLC | 0.45% | Reduce -2.0% | 39,729 | $1.8M |
| Retirement Guys Formula LLC | 0.64% | Reduce -4.5% | 39,637 | $1.8M |
| Rockbridge Investment Management, LCC | 0.18% | Reduce -1.3% | 39,450 | $1.8M |
| Capstone Wealth Management, LLC | 1.38% | Add +0.1% | 39,123 | $1.8M |
| Woodside Wealth Management LLC | 1.41% | Reduce -1.0% | 39,024 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -78.8% | 38,774 | $1.8M |
| Marshall Financial Group, LLC | 0.34% | Add +0.2% | 38,224 | $1.7M |
| Cardiff Park Advisors, LLC | 0.13% | Reduce -0.1% | 37,765 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.28% | Add +12.8% | 37,637 | $1.7M |
| Berger Financial Group, Inc | 0.10% | Add +30.5% | 37,225 | $1.7M |
| Hiley Hunt Wealth Management | 0.80% | Add +0.6% | 37,115 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.53% | Add +8.4% | 37,089 | $1.7M |
| Forum Financial Management, LP | 0.02% | Add +0.1% | 36,427 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 35,923 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 35,508 | $1.6M |
| Lionshead Wealth Management, LLC | 1.29% | Add +6.7% | 35,429 | $1.6M |
| Lauterbach Financial Advisors, LLC | 0.81% | Reduce -5.0% | 35,145 | $1.6M |
| Olistico Wealth, LLC | 0.84% | Add +0.2% | 34,696 | $1.6M |
| Keel Point, LLC | 0.10% | Reduce -4.6% | 34,401 | $1.6M |
| Forthright Family Wealth Advisory LLC | 0.96% | Add +0.0% | 34,279 | $1.6M |
| Sincerus Advisory, LLC | 1.34% | Reduce -1.0% | 34,180 | $1.6M |
| Beckerman Institutional, LLC | 0.91% | Reduce -1.2% | 33,823 | $1.5M |
| American Investment Services, Inc. | 0.37% | Add +0.1% | 33,487 | $1.5M |
| Kaufman Rossin Wealth, LLC | 0.84% | No change | 33,459 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -3.1% | 32,562 | $1.5M |
| Oceanside Advisors LLC | 0.92% | Reduce -3.5% | 32,029 | $1.5M |
| Financial Symmetry Inc | 0.65% | Add +6.7% | 31,568 | $1.4M |
| Forum Private Client Group LLC | 0.51% | Reduce -1.0% | 30,974 | $1.4M |
| SLT Holdings LLC | 0.93% | New | 30,328 | $1.4M |
| Auxano Advisors, LLC | 0.29% | Reduce -8.4% | 30,143 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +88.6% | 29,226 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -1.8% | 27,721 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.43% | Reduce -0.7% | 27,252 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.09% | No change | 26,850 | $1.2M |
| Morris Financial Concepts, Inc. | 0.44% | Add +100.8% | 26,795 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Add +105.5% | 26,597 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +6.4% | 26,413 | $1.2M |
| Squire Investment Management Company, LLC | 0.39% | Reduce 0.0% | 26,160 | $1.2M |
| Yoder Wealth Management, Inc. | 0.56% | Reduce -4.9% | 26,084 | $1.2M |
| Peirce Capital Management, LLC | 0.50% | No change | 26,054 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.45% | Reduce -3.3% | 25,738 | $1.2M |
| Vise Technologies, Inc. | 0.04% | New | 25,067 | $1.1M |
| Renaissance Technologies | 0.00% | Add +5.1% | 24,900 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 24,801 | $1.1M |
| Northwest Wealth Management, LLC | 0.19% | Reduce -0.4% | 24,757 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.25% | New | 24,421 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 24,350 | $1.1M |
| Huntleigh Advisors, Inc. | 0.18% | Add +310.5% | 23,446 | $1.1M |
| Csenge Advisory Group | 0.05% | Add +2.2% | 22,677 | $1.0M |
| Investment Advisory Group, LLC | 0.28% | Add +0.0% | 22,421 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Add +2.5% | 21,748 | $995K |
| Apollon Financial, LLC | 0.17% | No change | 21,724 | $994K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +0.9% | 21,658 | $991K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +14.3% | 21,531 | $985K |
| Solutions 4 Wealth, Ltd | 1.52% | No change | 21,378 | $978K |
| FMR LLC | 0.00% | Add +76.3% | 20,629 | $944K |
| Gould Asset Management LLC | 0.17% | Add +2.5% | 20,335 | $931K |
| Cascade Wealth Advisors, Inc | 0.46% | Reduce -54.0% | 19,943 | $930K |
| Medallion Wealth Advisors, LLC | 0.33% | Reduce -1.2% | 20,290 | $928K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.6% | 20,233 | $926K |
| SOL Capital Management CO | 0.08% | Reduce -12.1% | 20,073 | $919K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +707.3% | 20,020 | $916K |
| First National Bank Sioux Falls | 0.28% | No change | 19,461 | $891K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.4% | 19,126 | $875K |
| SageOak Financial, LLC | 0.64% | Reduce -1.7% | 19,079 | $873K |
| Stewardship Advisors, LLC | 0.21% | Reduce -8.4% | 19,068 | $873K |
| Allodium Investment Consultants, LLC | 0.49% | Reduce -4.1% | 19,049 | $872K |
| Longview Financial Advisors LLC | 0.49% | Reduce -1.8% | 18,639 | $853K |
| Seneschal Advisors, LLC | 0.60% | Add +36.0% | 18,175 | $832K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Reduce -12.6% | 18,152 | $828K |
| C M Bidwell & Associates Ltd. | 0.39% | No change | 17,827 | $816K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.8% | 17,761 | $813K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 17,741 | $812K |
| Barrett & Company, Inc. | 0.28% | Add +0.9% | 17,546 | $803K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -1.7% | 17,359 | $794K |
| ELCO Management Co., LLC | 0.41% | Add +0.1% | 17,095 | $782K |
| Optima Capital LLC | 0.38% | Reduce -19.5% | 17,035 | $780K |
| Colony Family Offices, LLC | 0.20% | No change | 16,930 | $775K |
| Cwm, LLC | 0.00% | Add +24.7% | 16,889 | $773K |
| Lakeridge Wealth Management LLC | 0.33% | Add +0.3% | 16,460 | $753K |
| Vertex Planning Partners, LLC | 0.14% | Add +3.1% | 16,268 | $744K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 15,405 | $705K |
| Greenspring Advisors, LLC | 0.12% | — | 15,026 | $688K |
| Bay Capital Advisors, LLC | 0.44% | Add +0.7% | 14,849 | $679K |
| Rialto Wealth Management, LLC | 0.17% | Reduce -6.0% | 14,014 | $641K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.4% | 13,679 | $626K |
| Cardinal Point Capital Management ULC | 0.04% | Add +0.3% | 13,419 | $610K |
| VanderPol Investments L.L.C. | 1.18% | Reduce -10.0% | 13,060 | $607K |
| Axis Wealth Partners, LLC | 0.35% | Add +3.1% | 13,233 | $606K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 13,131 | $601K |
| Aspect Partners, LLC | 0.27% | No change | 12,874 | $589K |
| Lam Group, Inc. | 0.36% | Reduce -0.7% | 12,805 | $586K |
| Financial Harvest, LLC | 0.39% | No change | 12,573 | $575K |
| Wells Fargo & Company | 0.00% | Add +2854.7% | 12,469 | $571K |
| Mather Group, Llc. | 0.01% | No change | 12,435 | $569K |
| MB Generational Wealth, LLC | 0.36% | — | 12,407 | $568K |
| DecisionPoint Financial, LLC | 0.13% | Reduce -9.2% | 12,344 | $567K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -1.8% | 12,274 | $562K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -4.6% | 12,108 | $554K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -18.5% | 12,062 | $552K |
| Triad Wealth Partners, LLC | 0.07% | Add +6.4% | 11,981 | $548K |
| Freedom Financial Partners LLC | 0.21% | Add +0.2% | 11,948 | $547K |
| Annandale Capital, LLC | 0.10% | No change | 11,932 | $546K |
| Patten & Patten Inc. | 0.03% | No change | 11,718 | $536K |
| Cooper Financial Group | 0.06% | Add +0.0% | 11,683 | $535K |
| Triune Financial Partners, LLC | 0.13% | No change | 11,616 | $532K |
| Brookstone Capital Management | 0.01% | Add +4.2% | 11,546 | $528K |
| Tranquility Partners, LLC | 0.18% | Reduce -0.0% | 11,518 | $527K |
| Aerodigm Wealth, LLC | 0.22% | No change | 11,209 | $514K |
| Warburton Capital Management, LLC | 0.31% | Add +3.0% | 11,217 | $514K |
| WMG Financial Advisors, LLC | 0.17% | Reduce -6.4% | 11,087 | $507K |
| GWN Securities Inc. | 0.12% | Add +2.0% | 11,028 | $505K |
| FCG Investment Co | 0.24% | No change | 10,992 | $503K |
| Private Trust Co. NA | 0.04% | Reduce -1.8% | 10,882 | $498K |
| Bayshore Asset Management, LLC | 0.21% | Add +0.1% | 10,817 | $495K |
| Strathmore Capital Advisors, Inc. | 0.20% | Reduce -16.6% | 10,614 | $486K |
| Compass Advisory Group LLC | 0.14% | No change | 10,605 | $485K |
| Sigma Planning Corp | 0.01% | Reduce -0.8% | 10,542 | $482K |
| Porter White Investment Advisors, Inc. | 0.21% | Reduce -3.2% | 10,514 | $481K |
| HRT Financial LP | 0.00% | New | 10,448 | $478K |
| Builder Investment Group Inc. | 0.11% | No change | 10,403 | $476K |
| XY Planning Network, Inc. | 0.16% | No change | 10,940 | $463K |
| Dixon Fnancial Services, Inc. | 0.21% | Reduce -3.7% | 9,996 | $457K |
| tru Independence LLC | 0.12% | Add +0.3% | 9,978 | $457K |
| Bank of Montreal | 0.00% | Add +212.2% | 9,968 | $456K |
| Eldridge Investment Advisors, Inc. | 0.10% | Add +0.0% | 9,878 | $452K |
| Glassman Wealth Services | 0.06% | No change | 9,860 | $451K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.1% | 9,848 | $451K |
| Sepio Capital, LP | 0.03% | New | 9,766 | $447K |
| Heritage Wealth Management, Inc./Texas | 0.20% | Add +0.1% | 9,671 | $443K |
| Gordian Advisors LLC | 0.29% | Add +0.0% | 9,499 | $435K |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 9,305 | $426K |
| Ruedi Wealth Management, Inc. | 0.12% | Reduce -2.7% | 9,208 | $421K |
| Northern Trust Corp. | 0.00% | No change | 9,193 | $421K |
| Total Wealth Planning, LLC | 0.05% | Reduce -9.3% | 9,004 | $412K |
| City State Bank | 0.12% | Reduce -1.5% | 8,998 | $412K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 8,918 | $408K |
| Coppell Advisory Solutions LLC | 0.04% | No change | 8,826 | $403K |
| Eclectic Associates Inc. | 0.07% | Reduce -18.3% | 8,731 | $400K |
| Ascentis Independent Advisors | 0.07% | Add +1.0% | 8,728 | $399K |
| Titleist Asset Management, LLC | 0.03% | Reduce -42.3% | 8,461 | $387K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -3.1% | 8,402 | $385K |
| Sprinkle Financial Consultants LLC | 0.21% | Add +0.3% | 8,369 | $383K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $377K |
| Asset Dedication, LLC | 0.02% | Reduce -25.5% | 8,026 | $367K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -28.1% | 8,020 | $367K |
| New Dimensions Wealth Management, LLC | 0.32% | No change | 8,009 | $366K |
| Midwest Trust Co | 0.00% | Reduce -2.7% | 7,979 | $365K |
| Riverchase Wealth Management, LLC | 0.21% | Reduce -4.2% | 7,945 | $364K |
| Cary Street Partners Investment Advisory LLC | 0.15% | New | 7,931 | $363K |
| Blue Trust, Inc. | 0.00% | No change | 7,711 | $353K |
| OneAscent Financial Services LLC | 0.02% | Reduce -21.2% | 7,626 | $349K |
| Gutierrez Wealth Advisory, LLC | 0.22% | New | 7,584 | $347K |
| Signaturefd, LLC | 0.01% | Add +0.3% | 7,452 | $341K |
| RHS Financial, LLC | 0.17% | No change | 7,350 | $336K |
| Natural Investments, LLC | 0.08% | New | 8,569 | $330K |
| Montis Financial, LLC | 0.08% | Reduce -8.9% | 7,196 | $329K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -32.4% | 7,193 | $329K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.3% | 7,157 | $327K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 7,000 | $321K |
| L.K. Benson & Company, P.C. | 0.17% | Add +0.0% | 6,998 | $320K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -3.1% | 6,878 | $314K |
| Heirloom Wealth Management | 0.07% | Reduce -95.5% | 6,771 | $310K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 6,762 | $309K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $309K |
| Wedmont Private Capital | 0.01% | No change | 6,659 | $306K |
| Facet Wealth, Inc. | 0.01% | No change | 6,658 | $305K |
| Vawter Financial, Ltd. | 0.14% | New | 6,644 | $304K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 6,561 | $300K |
| Pine Harbor Wealth Management, LLC | 0.10% | No change | 6,545 | $299K |
| Shearwater Capital LLC | 0.17% | Reduce -34.1% | 6,225 | $285K |
| Dopkins Wealth Management, LLC | 0.12% | Reduce -3.0% | 6,218 | $285K |
| CPA Asset Management Group, LLC | 0.11% | No change | 6,206 | $284K |
| Hill Investment Group Partners, LLC | 0.03% | Reduce -1.3% | 6,119 | $280K |
| CWS Financial Advisors, LLC | 0.08% | Add +9.3% | 6,081 | $278K |
| Core Wealth Management, Inc. | 0.09% | No change | 6,048 | $277K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $273K |
| Oakworth Capital, Inc. | 0.02% | New | 5,954 | $272K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -9.7% | 5,935 | $272K |
| Ascent Group, LLC | 0.01% | Reduce -4.1% | 5,873 | $269K |
| Rossby Financial, LCC | 0.09% | No change | 5,716 | $262K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -2.9% | 5,722 | $262K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.0% | 5,640 | $258K |
| Heritage Wealth Management, Inc. | 0.17% | Reduce -4.4% | 5,554 | $254K |
| Emprise Bank | 0.11% | No change | 5,553 | $254K |
| Family Office Research LLC | 0.11% | Add +0.1% | 5,415 | $248K |
| Essex Financial Services, Inc. | 0.01% | No change | 5,223 | $239K |
| Lodestone Wealth Management LLC | 0.11% | Add +0.3% | 5,207 | $238K |
| Composition Wealth, LLC | 0.00% | New | 5,180 | $237K |
| BOS Asset Management, LLC | 0.07% | No change | 5,168 | $236K |
| LongView Asset Management LLC | 0.16% | Reduce -5.3% | 5,144 | $235K |
| Momentous Wealth Management, Inc. | 0.15% | Reduce -2.4% | 5,124 | $234K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.9% | 4,956 | $227K |
| Equitable Holdings, Inc. | 0.00% | New | 4,910 | $225K |
| Ethos Financial Group, LLC | 0.02% | Reduce -6.9% | 4,812 | $220K |
| Nalls Sherbakoff Group, LLC | 0.15% | Add +0.3% | 4,752 | $217K |
| Parsons Capital Management Inc. | 0.01% | Reduce -18.6% | 4,747 | $217K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -12.8% | 4,743 | $217K |
| Promus Capital, LLC | 0.13% | No change | 4,615 | $211K |
| Tiaa Trust, National Association | 0.00% | New | 4,610 | $211K |
| True Wealth Design, LLC | 0.06% | No change | 4,600 | $210K |
| Leading Edge Financial Planning LLC | 0.05% | New | 4,592 | $210K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 4,568 | $209K |
| Wealth Preservation Advisors, LLC | 0.12% | No change | 4,567 | $209K |
| &partners | 0.00% | New | 4,450 | $204K |
| Parallel Advisors, LLC | 0.00% | Reduce -52.2% | 4,219 | $193K |
| US Bancorp \de | 0.00% | Add +5595.9% | 4,215 | $193K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,145 | $190K |
| Pillar Financial Advisors, LLC | 0.10% | Reduce -0.0% | 3,596 | $165K |
| Qube Research & Technologies Ltd | 0.00% | Add +93.1% | 3,392 | $155K |
| Nemes Rush Group LLC | 0.01% | Reduce -79.4% | 3,076 | $141K |
| Salomon & Ludwin, LLC | 0.01% | New | 3,015 | $139K |
| Citigroup Inc. | 0.00% | Add +9.7% | 2,421 | $111K |
| Fort Vancouver Investment Management, LLC | 0.06% | No change | 2,411 | $110K |
| Kings Path Partners LLC | 0.04% | No change | 2,352 | $108K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -83.6% | 1,874 | $86K |
| Evolution Advisers, Inc. | 0.03% | No change | 1,699 | $77K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,660 | $76K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.6% | 1,629 | $75K |
| CENTRAL TRUST Co | 0.00% | Reduce -28.0% | 1,401 | $64K |
| Arlington Trust Co LLC | 0.01% | No change | 1,376 | $63K |
| Orion Capital Management LLC | 0.02% | No change | 1,199 | $55K |
| SJS Investment Consulting Inc. | 0.01% | New | 1,197 | $55K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -0.6% | 1,069 | $49K |
| Grand Wealth Management, LLC | 0.02% | Add +1.8% | 1,050 | $48K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $35K |
| Salem Investment Counselors Inc. | 0.00% | No change | 684 | $31K |
| Creative Capital Management Investments LLC | 0.01% | No change | 509 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $20K |
| Pinney & Scofield, Inc. | 0.01% | No change | 415 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 389 | $18K |
| Comerica Bank | 0.00% | No change | 370 | $17K |
| Kilter Group LLC | 0.01% | Add +345.1% | 365 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 230 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +8.9% | 220 | $10K |
| Spurstone Advisory Services, LLC | 0.11% | No change | 162 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.7% | 150 | $7K |
| Quent Capital, LLC | 0.00% | New | 137 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 114 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 106 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.9% | 99 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $4K |
| West Financial Advisors, LLC | 0.00% | Reduce -4.3% | 67 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $0 |
"% 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.