Dimensional US Core Equity MDFAUETF
13F holders, Q4 2025 (December 31)562holders +54
32new positions
18sold out
2famous investors
$46.79avg. 13F price*
At the end of Q4 2025, 562 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 54 from Q3 2025. 32 opened new positions and 18 sold out. The largest holders were Sequoia Financial Advisors, LLC ($333.5M), RVW Wealth, LLC ($211.2M) and Sageworth Trust Co ($210.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $185.8M |
| Exits | 18 | $56.9M |
All 13F filers, Q3 2025 → Q4 2025: 17,689,354 shares bought and 4,292,333 shares sold, net +13,397,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| Sequoia Financial Advisors, LLC | 1.87% | Add +1.7% | 7,125,424 | $333.5M |
| RVW Wealth, LLC | 16.13% | Add +0.3% | 4,512,375 | $211.2M |
| Sageworth Trust Co | 9.03% | Add +4798.5% | 4,504,629 | $210.8M |
| OneDigital Investment Advisors LLC | 1.99% | Add +8.7% | 4,339,915 | $203.1M |
| Allworth Financial LP | 0.74% | Reduce -3.5% | 3,849,400 | $180.2M |
| Focus Partners Wealth | 0.18% | Add +45.3% | 3,382,769 | $158.3M |
| Aquire Wealth Advisors, LLC | 40.39% | Reduce -8.0% | 3,315,971 | $155.2M |
| Modera Wealth Management, LLC | 1.79% | Reduce -3.4% | 3,302,400 | $154.6M |
| Mars Jewett Financial Group, Inc. | 44.26% | — | 3,098,598 | $148.7M |
| Annex Advisory Services, LLC | 2.56% | New | 2,868,665 | $134.3M |
| Kooman & Associates | 39.17% | Add +1.6% | 2,829,489 | $132.4M |
| Beacon Pointe Advisors, LLC | 0.88% | Add +418.8% | 2,668,454 | $124.9M |
| Blankinship & Foster, LLC | 26.85% | Reduce -2.6% | 2,654,562 | $124.2M |
| Spinnaker Investment Group, LLC | 20.59% | Add +0.7% | 2,426,090 | $113.5M |
| Evoke Wealth, LLC | 2.16% | Add +17.6% | 2,402,762 | $112.4M |
| AE Wealth Management LLC | 0.61% | Reduce -5.4% | 2,257,178 | $105.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +7.3% | 2,191,192 | $104.5M |
| Arista Wealth Management, LLC | 12.34% | Add +2.4% | 2,144,139 | $100.3M |
| Krilogy Financial LLC | 2.82% | Add +2.1% | 1,736,205 | $83.0M |
| WPWealth LLP | 12.93% | Add +7.6% | 1,765,060 | $82.6M |
| Austin Wealth Management, LLC | 11.37% | Add +4.4% | 1,618,977 | $76.9M |
| Focus Partners Advisor Solutions, LLC | 0.93% | Reduce -37.4% | 1,614,046 | $75.5M |
| 55 North Private Wealth, LLC | 19.84% | — | 1,608,993 | $75.3M |
| Pioneer Wealth Management Group | 21.02% | Add +4.9% | 1,479,327 | $69.2M |
| Maseco LLP | 2.94% | Add +17.2% | 1,443,392 | $67.6M |
| Savant Capital, LLC | 0.37% | Add +1.9% | 1,374,249 | $64.3M |
| HB Wealth Management, LLC | 0.41% | Reduce -2.1% | 1,343,300 | $62.9M |
| BCM Advisors, LLC | 11.55% | Reduce -1.0% | 1,266,599 | $60.3M |
| Amicus Financial Advisors, LLC | 16.69% | — | 1,278,823 | $59.8M |
| Hill Island Financial LLC | 13.87% | Add +2.5% | 1,238,373 | $58.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.8% | 1,212,136 | $56.7M |
| Cetera Investment Advisers | 0.06% | Add +29.8% | 1,187,031 | $55.6M |
| Essential Planning, LLC. | 17.41% | Reduce -4.7% | 1,166,386 | $54.6M |
| Diversify Wealth Management, LLC | 2.50% | Add +0.2% | 1,121,763 | $53.7M |
| Mariner, LLC | 0.06% | Add +4.6% | 1,135,364 | $53.1M |
| Stadion Money Management, LLC | 4.26% | Add +33.0% | 1,124,115 | $52.6M |
| Sterling Wealth Advisors Inc | 31.12% | Add +4.6% | 1,101,841 | $51.6M |
| Pandowealth. LLC | 46.78% | — | 1,413,681 | $51.0M |
| Meridian Wealth Partners, LLC | 6.95% | Reduce -3.0% | 1,078,128 | $50.5M |
| LPL Financial LLC | 0.01% | Add +14.1% | 1,058,002 | $49.5M |
| Brighton Jones LLC | 1.72% | Add +1.8% | 995,153 | $46.6M |
| Curio Wealth, LLC | 16.26% | Add +11.8% | 967,123 | $45.9M |
| Financial Connections Group, Inc. | 15.54% | Add +29.1% | 965,963 | $45.2M |
| TCP Asset Management, LLC | 7.44% | Add +2.7% | 943,287 | $44.1M |
| EP Wealth Advisors, LLC | 0.23% | — | 934,455 | $43.7M |
| AdvisorNet Financial, Inc | 2.30% | Add +2.2% | 921,164 | $43.1M |
| Moneta Group Investment Advisors LLC | 0.32% | Add +1.1% | 909,360 | $42.6M |
| Alpha Financial Advisors, LLC | 12.94% | Add +12.5% | 904,268 | $42.3M |
| Valued Wealth Advisors LLC | 18.57% | Add +1.4% | 902,085 | $42.2M |
| Corient Private Wealth LP | 0.06% | Reduce -1.8% | 900,862 | $42.2M |
| Advisory Alpha, LLC | 1.12% | Add +4.8% | 880,626 | $41.2M |
| Note Advisors, LLC | 20.93% | Add +6.4% | 860,943 | $40.8M |
| Fonville Wealth Management LLC | 8.16% | Add +1.9% | 853,282 | $39.9M |
| SC&H Financial Advisors, Inc. | 6.10% | Add +3.6% | 842,788 | $39.4M |
| VeraBank, N.A. | 7.17% | Add +3.7% | 842,019 | $39.4M |
| Wealthspire Advisors, LLC | 0.31% | Reduce -0.6% | 825,028 | $38.6M |
| Liberty Wealth Management LLC | 4.85% | Reduce -1.2% | 803,724 | $37.6M |
| Plancorp, LLC | 1.12% | Reduce -0.6% | 789,709 | $37.0M |
| Two West Capital Advisors LLC | 21.42% | Reduce -0.7% | 787,466 | $36.9M |
| Timonier Family Office, LTD. | 11.54% | Add +6.5% | 777,232 | $36.4M |
| AlphaStar Capital Management, LLC | 2.67% | Add +69.3% | 776,175 | $36.3M |
| Keating Financial Advisory Services, Inc. | 4.74% | — | 746,918 | $35.0M |
| Highland Financial Advisors, LLC | 9.66% | Add +2.3% | 744,328 | $34.8M |
| Creative Planning | 0.02% | Add +0.6% | 696,055 | $32.6M |
| Zhang Financial LLC | 1.18% | Add +2.7% | 673,569 | $31.5M |
| Bay Harbor Wealth Management, LLC | 8.24% | Add +2.1% | 673,548 | $31.5M |
| UBS Group AG | 0.01% | Reduce -7.6% | 664,601 | $31.1M |
| Pathstone Holdings, LLC | 0.12% | Add +8.3% | 664,396 | $31.1M |
| Yardley Wealth Management LLC | 16.52% | Add +0.1% | 664,180 | $31.1M |
| Physician Wealth Solutions Inc. | 13.04% | Add +1.3% | 656,918 | $30.7M |
| ACT Advisors, LLC. | 12.11% | Add +5.9% | 656,210 | $30.7M |
| CVA Family Office, LLC | 3.50% | Add +34.5% | 650,317 | $30.4M |
| Keystone Financial Group, Inc. | 15.55% | Add +1.7% | 634,346 | $29.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6.11% | Reduce -0.0% | 631,628 | $29.6M |
| Spectrum Investment Advisors, Inc. | 14.57% | Reduce -0.8% | 621,060 | $29.1M |
| Betterment LLC | 0.05% | Reduce -4.8% | 604,692 | $28.3M |
| Awm Capital, LLC | 2.51% | Reduce -5.0% | 590,327 | $27.6M |
| M Wealth Management, LLC | 24.03% | Add +0.1% | 589,984 | $27.6M |
| MAI Capital Management | 0.16% | Add +7.4% | 589,036 | $27.6M |
| Osaic Holdings, Inc. | 0.04% | Add +2.3% | 584,735 | $27.4M |
| Allegiance Financial Group Advisory Services LLC | 5.70% | Add +7.5% | 579,924 | $27.1M |
| Private Wealth Management Group, LLC | 7.17% | Add +10.0% | 573,877 | $26.9M |
| Kure Advisory, LLC | 14.81% | Add +1.3% | 565,975 | $26.5M |
| Heritage Investment Group, Inc. | 4.02% | Add +4.6% | 563,934 | $26.4M |
| Bank of America Corp. | 0.00% | Add +9.1% | 556,890 | $26.1M |
| Shira Ridge Wealth Management | 10.42% | Add +6.5% | 554,421 | $25.9M |
| Stifel Financial Corp. | 0.02% | Reduce -6.1% | 546,671 | $25.6M |
| Quantum Financial Advisors, LLC | 2.82% | Add +2.9% | 536,348 | $25.1M |
| Morling Financial Advisors, LLC | 7.83% | Add +1.8% | 530,647 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.9% | 504,456 | $23.6M |
| Envision Financial Planning, LLC | 8.85% | Reduce -2.1% | 500,004 | $23.4M |
| JFS Wealth Advisors, LLC | 1.24% | Add +2.9% | 470,728 | $22.0M |
| Entrewealth, LLC | 9.86% | Add +10.8% | 456,622 | $21.9M |
| Baird Financial Group, Inc. | 0.03% | Add +17.9% | 456,826 | $21.4M |
| Mission Wealth Management, LP | 0.42% | Reduce -7.7% | 441,737 | $20.7M |
| Claris Advisors, LLC / Mo / | 6.19% | Reduce -5.0% | 434,205 | $20.3M |
| Sax Wealth Advisors, LLC | 0.93% | Reduce -3.9% | 421,672 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +13.3% | 412,358 | $19.3M |
| Perigon Wealth Management, LLC | 0.34% | Add +2.6% | 410,021 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 402,195 | $18.8M |
| Physician Wealth Advisors, Inc. | 2.48% | Reduce -0.8% | 380,050 | $17.8M |
| Tassel Capital Management, Inc. | 10.63% | Add +3.5% | 375,251 | $17.6M |
| Maryland Capital Advisors Inc. | 5.94% | Add +4.4% | 375,239 | $17.6M |
| Tortoise Investment Management, LLC | 1.51% | Add +0.2% | 368,042 | $17.2M |
| Prudent Man Investment Management, Inc. | 5.75% | Reduce -2.9% | 365,373 | $17.1M |
| Jacobi Capital Management LLC | 0.93% | Reduce -0.2% | 344,672 | $16.1M |
| Clarity Capital Advisors, LLC | 7.79% | Add +5.6% | 333,003 | $15.6M |
| Live Oak Private Wealth LLC | 2.11% | Add +7.2% | 331,586 | $15.5M |
| Security Financial Services, INC. | 2.44% | Add +1.0% | 331,585 | $15.5M |
| Legacy Financial Group, Inc. | 4.02% | Reduce -1.5% | 327,846 | $15.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.1% | 325,101 | $15.2M |
| Ledgewood Wealth Advisors, LLC | 8.74% | Reduce -2.5% | 324,115 | $15.2M |
| Hutchinson Capital Management | 2.60% | Add +25.2% | 323,632 | $15.1M |
| Royal Bank of Canada | 0.00% | Reduce -12.2% | 311,454 | $14.6M |
| Great Point Wealth Advisors, LLC | 2.64% | Reduce -1.1% | 309,470 | $14.5M |
| Jackson Thornton Wealth Management, LLC | 1.36% | Reduce -1.4% | 301,588 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +752.3% | 306,154 | $14.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.27% | Reduce -8.2% | 302,277 | $14.1M |
| Arax Advisory Partners | 0.41% | New | 301,155 | $14.1M |
| Sollinda Capital Management LLC | 3.54% | Add +6.8% | 295,859 | $13.8M |
| North Capital, Inc. | 11.77% | Add +5.1% | 291,940 | $13.7M |
| Navigoe, LLC | 8.37% | Add +2.8% | 289,913 | $13.6M |
| Assetmark, Inc. | 0.03% | Reduce -2.8% | 286,305 | $13.4M |
| Farther Finance Advisors, LLC | 0.13% | Add +18.4% | 263,490 | $12.3M |
| MML Investors Services, LLC | 0.03% | Reduce -0.6% | 259,153 | $12.1M |
| Weinberger Asset Management, Inc | 4.37% | Add +10.8% | 259,126 | $12.1M |
| Raymond James Financial Inc. | 0.00% | Add +9.0% | 258,304 | $12.1M |
| Johnson Wealth Management, LLC | 5.99% | Add +3.4% | 257,420 | $12.0M |
| Cherrydale Wealth Management, LLC | 3.55% | Add +0.1% | 250,239 | $11.7M |
| Canopy Partners, LLC | 3.81% | Add +9.8% | 250,139 | $11.7M |
| Park Avenue Securities LLC | 0.10% | Add +29.4% | 249,891 | $11.7M |
| First Financial Group Corp | 9.86% | Reduce -3.0% | 247,544 | $11.6M |
| FinDec Wealth Services, Inc. | 12.36% | Reduce -6.7% | 246,170 | $11.5M |
| Centennial Bank | 4.57% | Reduce -9.1% | 245,768 | $11.5M |
| Syverson Strege & Co | 2.72% | Reduce -5.7% | 245,507 | $11.5M |
| Lauer Wealth, LLC | 8.48% | Reduce -4.3% | 235,210 | $11.2M |
| Platform Wealth Management, LLC | 2.84% | — | 228,026 | $10.7M |
| Firethorn Wealth Partners, LLC | 3.89% | Reduce -7.7% | 222,413 | $10.4M |
| M Holdings Securities, Inc. | 0.74% | Reduce -2.2% | 221,821 | $10.4M |
| Oak Wealth Advisors LLC | 5.95% | Reduce -2.3% | 221,356 | $10.4M |
| FMB Wealth Management | 4.03% | Add +0.4% | 218,064 | $10.2M |
| VSM Wealth Advisory, LLC | 3.01% | Add +1.3% | 214,547 | $10.0M |
| Sowell Financial Services LLC | 0.37% | Add +16.0% | 213,065 | $10.0M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Reduce -1.3% | 212,156 | $9.9M |
| IFP Advisors, Inc | 0.22% | Add +2.0% | 208,351 | $9.8M |
| Chicago Partners Investment Group LLC | 0.24% | Add +0.3% | 202,300 | $9.6M |
| Pacific Asset Management, LLC | 5.72% | Reduce -1.3% | 203,514 | $9.5M |
| HTG Investment Advisors, Inc. | 2.87% | Add +13.9% | 199,412 | $9.3M |
| Glass Jacobson Investment Advisors llc | 3.27% | Add +15.9% | 193,922 | $9.1M |
| American Capital Advisory, LLC | 3.90% | Reduce -1.8% | 191,545 | $9.0M |
| Seven Mile Advisory | 1.54% | Add +8.5% | 188,225 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +1.7% | 181,755 | $8.5M |
| Private Advisor Group, LLC | 0.04% | Add +2.7% | 181,075 | $8.5M |
| Abel Hall, LLC | 1.98% | Reduce -1.5% | 180,818 | $8.5M |
| Vigil Wealth Management, LLC | 7.04% | — | 180,816 | $8.5M |
| Semitam Bonam LLC | 6.91% | Add +18.5% | 177,295 | $8.3M |
| Prodigy Asset Management LLC | 2.89% | Add +4.3% | 175,613 | $8.2M |
| Cowa, LLC | 2.48% | Add +93.5% | 173,952 | $8.1M |
| Invst, LLC | 0.87% | Add +14.4% | 170,536 | $8.0M |
| Summit Wealth Group LLC / Co. | 1.05% | New | 169,897 | $8.0M |
| AlTi Global, Inc. | 0.17% | Reduce -24.0% | 166,854 | $7.8M |
| Diversified Portfolios, Inc. | 0.65% | Reduce -0.6% | 166,759 | $7.8M |
| World Investment Advisors | 0.13% | Reduce -2.8% | 165,919 | $7.8M |
| My Personal CFO, LLC | 3.15% | New | 161,512 | $7.6M |
| Wealth Advisors Northwest LLC | 3.34% | Reduce -7.0% | 161,015 | $7.5M |
| Forteris Wealth Management Inc. | 7.41% | — | 160,762 | $7.5M |
| Cerity Partners LLC | 0.01% | Add +9.4% | 160,351 | $7.5M |
| ARK & TLK Investments, LLC | 2.06% | Reduce -2.2% | 159,956 | $7.5M |
| Kennedy Investment Group, Inc. | 2.80% | Add +40.5% | 158,437 | $7.4M |
| Magnolia Capital Advisors LLC | 1.54% | Add +26.6% | 156,841 | $7.3M |
| Keb Asset Management, LLC | 1.48% | Add +5.5% | 155,745 | $7.3M |
| Capital Investment Advisory Services, LLC | 0.52% | Reduce -4.8% | 155,684 | $7.3M |
| Morton Capital Management LLC | 1.12% | Add +0.7% | 155,679 | $7.3M |
| Root Financial Partners, LLC | 0.37% | Add +2.7% | 152,203 | $7.1M |
| International Private Wealth Advisors LLC | 4.46% | Add +30.3% | 151,332 | $7.1M |
| Mattern Wealth Management LLC | 1.36% | Reduce -0.3% | 150,493 | $7.0M |
| Chico Wealth RIA | 4.56% | No change | 149,602 | $7.0M |
| Aspen Wealth Management LLC | 1.47% | Reduce -0.6% | 149,401 | $7.0M |
| AQR Capital Management | 0.00% | Add +36.9% | 147,351 | $6.9M |
| GEM Asset Management, LLC | 3.06% | Add +5.0% | 144,682 | $6.9M |
| JDH Wealth Management, LLC | 4.61% | Reduce -0.2% | 143,799 | $6.7M |
| Hardy Reed LLC | 0.47% | No change | 140,471 | $6.6M |
| Aegis Wealth Management LLC | 3.64% | Reduce -15.8% | 137,683 | $6.4M |
| Vise Technologies, Inc. | 0.12% | Add +442.6% | 136,017 | $6.4M |
| Croban | 2.98% | Reduce -9.9% | 132,104 | $6.2M |
| Waverly Advisors, LLC | 0.05% | Add +3.5% | 131,787 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Add +2.7% | 131,395 | $6.1M |
| RFG Advisory, LLC | 0.12% | Add +0.1% | 131,049 | $6.1M |
| Level Wealth Management LLC | 3.13% | Reduce -3.4% | 130,922 | $6.1M |
| HFG Wealth Management, LLC | 3.35% | Add +4.3% | 129,988 | $6.1M |
| Dodds Wealth, LLC | 1.49% | Add +0.2% | 129,872 | $6.1M |
| Quad-Cities Investment Group, LLC | 2.47% | Add +2.9% | 128,037 | $6.0M |
| Aznar Financial Advisors, LLC | 5.67% | — | 125,999 | $5.9M |
| CreativeOne Wealth, LLC | 0.14% | Add +0.6% | 122,570 | $5.7M |
| Cypress Point Wealth Management, LLC | 1.25% | Reduce -0.3% | 122,462 | $5.7M |
| Andrews, Lucia Wealth Management LLC | 3.39% | Add +0.1% | 121,714 | $5.7M |
| Rather & Kittrell, Inc. | 0.91% | Add +1.4% | 120,100 | $5.6M |
| APS Management Group, Inc. | 4.76% | Add +9.3% | 118,842 | $5.6M |
| SYM FINANCIAL Corp | 0.57% | Add +4.8% | 118,369 | $5.5M |
| Ancora Advisors LLC | 0.11% | Add +11.9% | 116,744 | $5.5M |
| Waterfront Wealth Inc. | 1.04% | Add +0.3% | 114,048 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +7.3% | 115,676 | $5.4M |
| Signature Resources Capital Management, LLC | 2.66% | Add +1.7% | 112,406 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.4% | 110,397 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.7% | 110,242 | $5.2M |
| Apella Capital, LLC | 0.10% | Add +13.6% | 108,892 | $5.1M |
| Tableaux LLC | 3.48% | Reduce -49.8% | 104,929 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +49.8% | 101,715 | $4.8M |
| Alkeme Wealth, LLC | 2.02% | Reduce -0.6% | 101,276 | $4.7M |
| TCI Wealth Advisors, Inc. | 0.26% | Reduce -1.8% | 100,791 | $4.7M |
| Fiduciary Financial Group, LLC | 0.66% | Add +1.1% | 100,356 | $4.7M |
| Robinson Smith Wealth Advisors LLC | 3.10% | Reduce -2.2% | 96,963 | $4.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.65% | Add +1.5% | 96,842 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +4.8% | 94,826 | $4.4M |
| Elevation Wealth Partners, LLC | 1.55% | Add +11.0% | 93,689 | $4.4M |
| BluePrint Investing LLC | 3.92% | — | 93,476 | $4.4M |
| Larry Mathis Financial Planning, LLC | 3.85% | — | 93,288 | $4.4M |
| 180 Wealth Advisors, LLC | 0.48% | Add +2.9% | 89,330 | $4.2M |
| Retirement Solution LLC | 0.91% | Add +3.3% | 87,761 | $4.1M |
| Strategic Investment Solutions, Inc. | 0.98% | Reduce -21.2% | 86,831 | $4.1M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.9% | 86,022 | $4.0M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -5.4% | 85,659 | $4.0M |
| Burton Enright Welch | 0.56% | Add +2.8% | 85,007 | $4.0M |
| Twin Cities Retirement Group LLC | 3.77% | — | 83,396 | $3.9M |
| Vantage Point Financial LLC | 1.39% | Reduce -2.8% | 83,079 | $3.9M |
| Strategic Wealth Advisors LLC | 3.29% | — | 82,320 | $3.9M |
| Quarry Hill Advisors, LLC | 1.79% | Reduce -0.4% | 82,188 | $3.8M |
| Seamount Financial Group Inc. | 1.74% | Add +1.9% | 81,813 | $3.8M |
| Market Street Wealth Management Advisors LLC | 0.59% | Reduce -0.7% | 81,422 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +66.7% | 79,560 | $3.7M |
| Parkwoods Wealth Partners, LLC | 1.09% | Add +57.0% | 79,196 | $3.7M |
| Sageworth Trust Co of South Dakota | 2.99% | New | 78,146 | $3.7M |
| Red Lighthouse Investment Management, LLC | 1.31% | No change | 78,084 | $3.7M |
| HMV Wealth Advisors, LLC | 1.77% | Reduce -0.5% | 75,692 | $3.5M |
| Stratos Investment Management, LLC | 0.14% | Add +0.6% | 72,961 | $3.4M |
| SwitchPoint Financial Planning, LLC | 2.36% | No change | 72,101 | $3.4M |
| J Hagan Capital, Inc. | 1.87% | New | 72,027 | $3.4M |
| Catalyst Private Wealth, LLC | 1.46% | Reduce -5.0% | 71,531 | $3.3M |
| Melfa Wealth Management, Inc. | 1.92% | Add +0.0% | 71,118 | $3.3M |
| Investmark Advisory Group LLC | 1.41% | Reduce -0.2% | 70,574 | $3.3M |
| SpringVest Wealth Management LLC | 2.29% | Reduce -0.1% | 70,211 | $3.3M |
| Factor Wealth Management LTD | 0.71% | Add +14.0% | 70,146 | $3.3M |
| Legacy Capital Wealth Partners, LLC | 0.70% | Reduce -4.4% | 69,992 | $3.3M |
| Donalies Financial Planning, LLC | 2.79% | — | 69,934 | $3.3M |
| Financial Alternatives, Inc | 1.87% | Reduce -2.7% | 68,785 | $3.2M |
| AssuredPartners Investment Advisors, LLC | 0.48% | Add +5.3% | 68,376 | $3.2M |
| Savvy Advisors, Inc. | 0.10% | Add +1.8% | 67,261 | $3.1M |
| Milestone Asset Management Group, LLC | 1.75% | Add +26.2% | 66,310 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 65,363 | $3.1M |
| Versant Capital Management, Inc | 0.38% | Add +1.3% | 65,312 | $3.1M |
| Concord Wealth Partners | 0.40% | Add +13.2% | 65,005 | $3.0M |
| BCR Wealth Strategies, LLC | 1.01% | New | 64,950 | $3.0M |
| Kane Co Wealth Management, Inc. | 2.66% | — | 64,334 | $3.0M |
| Ballast Rock Private Wealth LLC | 1.85% | — | 63,294 | $3.0M |
| Altiora Financial Group, LLC | 0.50% | Add +7.5% | 62,372 | $2.9M |
| Washington Trust Advisors, Inc. | 0.22% | Add +3.8% | 62,224 | $2.9M |
| Meritas Wealth Management, LLC | 1.40% | No change | 62,102 | $2.9M |
| ERn Financial, LLC | 0.55% | Reduce -1.5% | 62,074 | $2.9M |
| Smartleaf Asset Management LLC | 0.11% | Add +759.5% | 59,115 | $2.8M |
| Morgan Stanley | 0.00% | Add +32.5% | 59,296 | $2.8M |
| Capstone Financial Advisors, Inc. | 0.15% | Add +0.0% | 58,935 | $2.8M |
| First Citizens Bank & Trust Co. | 0.06% | Add +4.5% | 58,864 | $2.8M |
| Raffa Wealth Management, LLC | 0.42% | Reduce -2.1% | 57,727 | $2.7M |
| Shore Point Advisors, LLC | 1.14% | Reduce -1.9% | 57,656 | $2.7M |
| CGN Advisors LLC | 0.21% | Reduce -1.2% | 56,550 | $2.6M |
| Choreo, LLC | 0.03% | Add +0.3% | 56,095 | $2.6M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 55,338 | $2.6M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -4.4% | 55,106 | $2.6M |
| G2 Capital Management, LLC / Oh | 0.61% | Add +2.9% | 53,678 | $2.5M |
| RCS Financial Planning, LLC | 1.06% | Reduce -7.7% | 52,499 | $2.5M |
| Earned Wealth Advisors, LLC | 0.17% | Reduce -1.8% | 52,346 | $2.4M |
| Elevate Wealth Advisory, Inc. | 1.67% | Reduce -9.8% | 52,223 | $2.4M |
| Herold Advisors, Inc. | 0.55% | Add +13.4% | 52,175 | $2.4M |
| Pinnacle Financial Group, LLC / IL | 0.70% | Add +0.5% | 51,870 | $2.4M |
| LRI Investments, LLC | 0.19% | Reduce -1.6% | 51,728 | $2.4M |
| Cahill Financial Advisors Inc. | 0.26% | No change | 51,072 | $2.4M |
| Cogent Strategic Wealth LLC | 2.49% | — | 47,934 | $2.3M |
| Verisail Partners, LLC | 0.93% | No change | 48,538 | $2.3M |
| GWN Securities Inc. | 0.45% | Add +330.5% | 47,473 | $2.2M |
| Greenspring Advisors, LLC | 0.13% | Add +200.3% | 45,115 | $2.1M |
| Werba Rubin Papier Wealth Management | 0.57% | Add +19.2% | 44,859 | $2.1M |
| Parkshore Wealth Management, Inc. | 0.79% | Reduce -1.6% | 44,731 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | New | 44,328 | $2.1M |
| Berger Financial Group, Inc | 0.12% | Add +18.9% | 44,264 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -1.3% | 43,809 | $2.1M |
| Tanglewood Legacy Advisors, LLC | 0.75% | No change | 42,517 | $2.0M |
| Woodside Wealth Management LLC | 1.48% | Add +8.5% | 42,351 | $2.0M |
| Forum Financial Management, LP | 0.03% | Add +13.6% | 41,380 | $1.9M |
| Mgo One Seven LLC | 0.04% | Add +1.6% | 41,213 | $1.9M |
| Vestia Personal Wealth Advisors | 0.98% | Add +0.9% | 40,518 | $1.9M |
| MB Generational Wealth, LLC | 1.00% | Add +224.3% | 40,236 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Add +3.5% | 40,132 | $1.9M |
| Hiley Hunt Wealth Management | 0.83% | Add +6.4% | 39,507 | $1.8M |
| Rockbridge Investment Management, LCC | 0.17% | Reduce -0.5% | 39,255 | $1.8M |
| Capstone Wealth Management, LLC | 1.34% | No change | 39,123 | $1.8M |
| American Investment Services, Inc. | 0.42% | Add +15.9% | 38,809 | $1.8M |
| Cardiff Park Advisors, LLC | 0.15% | Add +0.1% | 37,802 | $1.8M |
| Retirement Guys Formula LLC | 0.80% | Reduce -5.0% | 37,645 | $1.8M |
| Marshall Financial Group, LLC | 0.34% | Reduce -1.5% | 37,639 | $1.8M |
| Keel Point, LLC | 0.10% | Add +8.2% | 37,212 | $1.7M |
| Westwood Wealth Management | 1.30% | New | 37,070 | $1.7M |
| Lionshead Wealth Management, LLC | 1.30% | Add +4.6% | 37,070 | $1.7M |
| Balance Wealth Partners LLC | 0.54% | Reduce -9.1% | 36,118 | $1.7M |
| SB Capital Management Inc | 0.62% | — | 35,993 | $1.7M |
| Olistico Wealth, LLC | 0.79% | Add +0.2% | 34,764 | $1.6M |
| Forthright Family Wealth Advisory LLC | 1.02% | Add +1.3% | 34,725 | $1.6M |
| Financial Symmetry Inc | 0.66% | Add +9.7% | 34,630 | $1.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | New | 34,339 | $1.6M |
| Sincerus Advisory, LLC | 1.29% | Add +0.2% | 34,233 | $1.6M |
| Beckerman Institutional, LLC | 0.88% | Reduce -0.7% | 33,574 | $1.6M |
| Kaufman Rossin Wealth, LLC | 0.80% | Reduce -1.9% | 32,810 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.75% | Reduce -6.8% | 32,745 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +0.1% | 32,609 | $1.5M |
| Financial Plan, Inc. | 0.17% | — | 32,023 | $1.5M |
| Forum Private Client Group LLC | 0.51% | Add +2.2% | 31,667 | $1.5M |
| SLT Holdings LLC | 0.98% | Add +3.1% | 31,260 | $1.5M |
| Ares Financial Consulting, LLC | 1.34% | — | 29,963 | $1.4M |
| Seneschal Advisors, LLC | 1.01% | Add +61.2% | 29,299 | $1.4M |
| Lexington Hill Partners, LLC | 1.02% | — | 29,074 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Add +9.9% | 29,035 | $1.4M |
| Auxano Advisors, LLC | 0.27% | Reduce -4.0% | 28,924 | $1.4M |
| XY Planning Network, Inc. | 0.23% | Add +162.3% | 28,701 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.1% | 27,760 | $1.3M |
| Evanson Asset Management, LLC | 0.07% | Add +2.9% | 27,361 | $1.3M |
| Morris Financial Concepts, Inc. | 0.44% | Add +0.6% | 26,951 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.0% | 26,783 | $1.3M |
| Oceanside Advisors LLC | 0.76% | Reduce -16.5% | 26,738 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -1.6% | 26,423 | $1.2M |
| Squire Investment Management Company, LLC | 0.37% | Add +0.5% | 26,281 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Reduce -3.6% | 26,260 | $1.2M |
| Peirce Capital Management, LLC | 0.49% | No change | 26,054 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.46% | Reduce -0.4% | 25,633 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 24,350 | $1.1M |
| FMR LLC | 0.00% | Add +16.1% | 23,944 | $1.1M |
| Northwest Wealth Management, LLC | 0.18% | Reduce -3.4% | 23,914 | $1.1M |
| Powerhouse Assets LLC | 0.97% | — | 23,550 | $1.1M |
| Huntleigh Advisors, Inc. | 0.19% | Add +0.1% | 23,459 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -91.5% | 23,172 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.32% | Reduce -37.7% | 23,091 | $1.1M |
| Cwm, LLC | 0.00% | Add +36.2% | 23,002 | $1.1M |
| Csenge Advisory Group | 0.05% | Add +0.4% | 22,776 | $1.1M |
| Trailhead Planners LLC | 1.04% | — | 22,689 | $1.1M |
| Investment Advisory Group, LLC | 0.27% | Reduce -0.9% | 22,211 | $1.0M |
| Yoder Wealth Management, Inc. | 0.47% | Reduce -16.1% | 21,895 | $1.0M |
| Apollon Financial, LLC | 0.15% | No change | 21,724 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 21,565 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | No change | 21,531 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | New | 21,495 | $1.0M |
| Solutions 4 Wealth, Ltd | 1.51% | No change | 21,378 | $1.0M |
| Gould Asset Management LLC | 0.18% | Add +4.2% | 21,190 | $992K |
| SOL Capital Management CO | 0.09% | Add +4.5% | 20,973 | $982K |
| Wealthfront Advisers LLC | 0.00% | Add +3.1% | 20,865 | $976K |
| Gutierrez Wealth Advisory, LLC | 0.61% | Add +171.6% | 20,601 | $964K |
| Vertex Planning Partners, LLC | 0.22% | Add +26.3% | 20,542 | $961K |
| Cascade Wealth Advisors, Inc | 0.44% | Reduce -0.0% | 19,942 | $957K |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 20,020 | $937K |
| First National Bank Sioux Falls | 0.27% | No change | 19,461 | $911K |
| SageOak Financial, LLC | 0.65% | Reduce -0.0% | 19,077 | $893K |
| Allodium Investment Consultants, LLC | 0.45% | Reduce -0.2% | 19,016 | $890K |
| Stewardship Advisors, LLC | 0.20% | Reduce -2.3% | 18,625 | $872K |
| Longview Financial Advisors LLC | 0.48% | Reduce -0.3% | 18,576 | $869K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -1.3% | 17,909 | $838K |
| Optimus Capital Advisors, LLC | 0.49% | — | 17,906 | $838K |
| C M Bidwell & Associates Ltd. | 0.39% | No change | 17,827 | $834K |
| Triad Wealth Partners, LLC | 0.08% | Add +47.8% | 17,710 | $829K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 17,359 | $812K |
| Optima Capital LLC | 0.35% | Add +0.1% | 17,054 | $798K |
| ELCO Management Co., LLC | 0.50% | Reduce -0.3% | 17,045 | $798K |
| Colony Family Offices, LLC | 0.20% | No change | 16,930 | $792K |
| Medallion Wealth Advisors, LLC | 0.26% | Reduce -17.4% | 16,764 | $785K |
| Barrett & Company, Inc. | 0.26% | Reduce -4.5% | 16,748 | $784K |
| Approach Retirement Advisors, LLC | 0.67% | — | 16,701 | $782K |
| Merit Financial Group, LLC | 0.01% | Reduce -43.6% | 16,496 | $772K |
| Renaissance Technologies | 0.00% | Reduce -34.1% | 16,400 | $768K |
| Lakeridge Wealth Management LLC | 0.34% | Reduce -2.6% | 16,037 | $751K |
| Wheels Up Wealth, Inc. | 0.69% | — | 15,766 | $738K |
| Wells Fargo & Company | 0.00% | Add +21.9% | 15,198 | $711K |
| Advisory Services Network, LLC | 0.01% | Add +63.3% | 15,190 | $711K |
| Bay Capital Advisors, LLC | 0.42% | Add +0.0% | 14,854 | $695K |
| Lynch Investment Planning, LLC | 0.63% | — | 14,135 | $662K |
| Baker Tilly Wealth Management, LLC | 0.16% | Reduce -42.4% | 14,058 | $658K |
| Rialto Wealth Management, LLC | 0.16% | No change | 14,014 | $656K |
| Quadcap Wealth Management, LLC | 0.07% | No change | 15,405 | $655K |
| Broadhurst Jeffrey B | 0.68% | — | 13,980 | $654K |
| US Bancorp \de | 0.00% | Add +226.7% | 13,770 | $644K |
| Cardinal Point Capital Management ULC | 0.04% | Add +0.3% | 13,454 | $630K |
| VanderPol Investments L.L.C. | 1.18% | Add +1.4% | 13,237 | $619K |
| Axis Wealth Partners, LLC | 0.34% | Reduce -0.3% | 13,188 | $617K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 13,131 | $615K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.6% | 13,055 | $611K |
| Financial Harvest, LLC | 0.36% | No change | 12,573 | $588K |
| Strathmore Capital Advisors, Inc. | 0.19% | Add +17.9% | 12,516 | $586K |
| Mather Group, Llc. | 0.01% | No change | 12,435 | $582K |
| DecisionPoint Financial, LLC | 0.13% | Reduce -0.2% | 12,322 | $577K |
| Cypress Wealth Services, LLC | 0.08% | Add +0.3% | 12,317 | $576K |
| Aspect Partners, LLC | 0.25% | Reduce -5.8% | 12,122 | $567K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 12,073 | $565K |
| Annandale Capital, LLC | 0.09% | No change | 11,932 | $558K |
| Triune Financial Partners, LLC | 0.13% | No change | 11,616 | $554K |
| Ritholtz Wealth Management | 0.01% | New | 11,552 | $541K |
| Warburton Capital Management, LLC | 0.30% | Add +2.7% | 11,523 | $539K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -5.5% | 11,444 | $536K |
| Private Trust Co. NA | 0.05% | Add +4.6% | 11,382 | $533K |
| Aerodigm Wealth, LLC | 0.20% | No change | 11,209 | $525K |
| ATLas Financial Planning LLC | 0.51% | — | 11,189 | $524K |
| Patten & Patten Inc. | 0.03% | Reduce -5.5% | 11,068 | $518K |
| Bayshore Asset Management, LLC | 0.21% | Reduce -0.4% | 10,769 | $504K |
| Freedom Financial Partners LLC | 0.18% | Reduce -10.8% | 10,659 | $499K |
| Compass Advisory Group LLC | 0.13% | Add +0.3% | 10,632 | $498K |
| Northern Trust Corp. | 0.00% | Add +15.4% | 10,613 | $497K |
| WMG Financial Advisors, LLC | 0.20% | Reduce -4.5% | 10,587 | $495K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 10,548 | $494K |
| Porter White Investment Advisors, Inc. | 0.20% | Add +0.1% | 10,524 | $493K |
| Kilner Capital Advisors, LLC | 0.47% | — | 10,502 | $491K |
| Builder Investment Group Inc. | 0.11% | Add +0.3% | 10,436 | $488K |
| HBE Wealth Management, LLC | 0.46% | — | 10,434 | $488K |
| Foundry Financial LLC | 0.26% | — | 10,419 | $488K |
| Dixon Fnancial Services, Inc. | 0.22% | Add +3.8% | 10,379 | $486K |
| Quantinno Capital Management LP | 0.00% | New | 10,363 | $485K |
| Vistica Wealth Advisors, LLC | 0.47% | — | 10,038 | $470K |
| tru Independence LLC | 0.12% | Add +0.3% | 10,004 | $468K |
| Bank of Montreal | 0.00% | No change | 9,968 | $467K |
| Tranquility Partners, LLC | 0.17% | Reduce -14.1% | 9,893 | $463K |
| Glassman Wealth Services | 0.06% | No change | 9,860 | $461K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -0.9% | 9,790 | $458K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Reduce -0.9% | 9,762 | $455K |
| Gordian Advisors LLC | 0.29% | Add +0.0% | 9,503 | $445K |
| Demming Financial Services Corp. | 0.33% | — | 9,496 | $444K |
| Ascentis Independent Advisors | 0.07% | Add +3.8% | 9,057 | $424K |
| Montis Financial, LLC | 0.08% | Add +25.9% | 9,057 | $424K |
| City State Bank | 0.11% | Reduce -1.1% | 8,897 | $416K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +23.0% | 8,848 | $414K |
| Oath Planning, LLC | 0.40% | — | 8,760 | $410K |
| Eclectic Associates Inc. | 0.06% | Add +0.1% | 8,739 | $409K |
| AlphaCore Capital LLC | 0.01% | Reduce -2.8% | 8,673 | $406K |
| Ruedi Wealth Management, Inc. | 0.11% | Reduce -6.1% | 8,650 | $405K |
| Facet Wealth, Inc. | 0.01% | Add +24.0% | 8,254 | $396K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -4.9% | 8,394 | $396K |
| Sprinkle Financial Consultants LLC | 0.20% | Add +0.3% | 8,390 | $393K |
| Heritage Wealth Management, Inc./Texas | 0.17% | Reduce -13.9% | 8,329 | $390K |
| Planning Project LLC | 0.10% | — | 8,277 | $387K |
| Claris Financial LLC | 0.21% | New | 8,248 | $386K |
| Foster & Motley Inc. | 0.02% | No change | 8,239 | $386K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.7% | 8,226 | $385K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -4.1% | 8,058 | $382K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.1% | 8,025 | $376K |
| Asset Dedication, LLC | 0.02% | Reduce -0.0% | 8,025 | $376K |
| New Dimensions Wealth Management, LLC | 0.32% | No change | 8,009 | $375K |
| Riverchase Wealth Management, LLC | 0.20% | Add +0.3% | 7,973 | $373K |
| Signal Advisors Wealth, LLC | 0.03% | New | 7,964 | $373K |
| Cary Street Partners Investment Advisory LLC | 0.10% | No change | 7,931 | $371K |
| Sepio Capital, LP | 0.02% | Reduce -19.8% | 7,828 | $366K |
| Strategic Advisory Partners, LLC | 0.30% | — | 7,803 | $365K |
| Midwest Trust Co | 0.00% | Reduce -2.6% | 7,770 | $364K |
| Blue Trust, Inc. | 0.00% | No change | 7,711 | $361K |
| Lam Group, Inc. | 0.20% | Reduce -41.0% | 7,555 | $354K |
| Bannerstone Capital Management, LLC | 0.34% | — | 7,479 | $350K |
| Signaturefd, LLC | 0.01% | Reduce -0.5% | 7,414 | $347K |
| Baker Boyer National Bank | 0.10% | New | 7,339 | $343K |
| OneAscent Financial Services LLC | 0.03% | Reduce -5.8% | 7,183 | $336K |
| Titleist Asset Management, LLC | 0.03% | Reduce -16.7% | 7,050 | $330K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 7,000 | $328K |
| L.K. Benson & Company, P.C. | 0.16% | Reduce -0.3% | 6,979 | $327K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -3.5% | 6,909 | $323K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,787 | $318K |
| IHT Wealth Management, LLC | 0.01% | New | 6,772 | $317K |
| Wedmont Private Capital | 0.01% | No change | 6,659 | $316K |
| Liberty Capital Management, Inc. | 0.06% | No change | 6,744 | $316K |
| 1ST Source Bank | 0.02% | New | 6,720 | $314K |
| Brindle & Bay Financial Advisors, LLC | 0.21% | — | 6,711 | $314K |
| Cooper Financial Group | 0.03% | Reduce -42.6% | 6,709 | $314K |
| RHS Financial, LLC | 0.15% | Reduce -9.5% | 6,650 | $311K |
| Vawter Financial, Ltd. | 0.13% | No change | 6,644 | $311K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +15.7% | 6,621 | $310K |
| Essex Financial Services, Inc. | 0.02% | Add +26.6% | 6,614 | $310K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 6,545 | $306K |
| Brookstone Capital Management | 0.00% | Reduce -43.6% | 6,516 | $305K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.6% | 6,352 | $297K |
| Shearwater Capital LLC | 0.17% | No change | 6,225 | $291K |
| CPA Asset Management Group, LLC | 0.10% | No change | 6,206 | $290K |
| Professional Financial Solutions LLC | 0.27% | — | 6,094 | $285K |
| Core Wealth Management, Inc. | 0.09% | No change | 6,048 | $283K |
| Talisman Wealth Advisors LLC | 0.22% | New | 8,549 | $282K |
| Dopkins Wealth Management, LLC | 0.11% | Reduce -3.4% | 6,007 | $281K |
| Friday Financial | 0.10% | New | 5,994 | $281K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,960 | $279K |
| Oakworth Capital, Inc. | 0.02% | No change | 5,954 | $279K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,935 | $278K |
| Ascent Group, LLC | 0.01% | No change | 5,873 | $275K |
| John A. Wolfe & Associates, Inc. | 0.15% | — | 8,398 | $274K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 5,842 | $273K |
| Rossby Financial, LCC | 0.08% | No change | 5,716 | $268K |
| Global Retirement Partners, LLC | 0.00% | Add +250.3% | 5,706 | $267K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,575 | $261K |
| Heritage Wealth Management, Inc. | 0.17% | No change | 5,554 | $260K |
| Emprise Bank | 0.11% | No change | 5,553 | $260K |
| Family Office Research LLC | 0.10% | Reduce -0.6% | 5,382 | $254K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Add +16.8% | 5,333 | $250K |
| &partners | 0.00% | Add +17.0% | 5,205 | $244K |
| Composition Wealth, LLC | 0.00% | No change | 5,180 | $242K |
| Lodestone Wealth Management LLC | 0.10% | Reduce -0.7% | 5,170 | $242K |
| BOS Asset Management, LLC | 0.07% | No change | 5,168 | $242K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.19% | — | 5,158 | $241K |
| Equitable Holdings, Inc. | 0.00% | Add +3.4% | 5,075 | $238K |
| Simplicity Wealth,LLC | 0.01% | New | 5,029 | $235K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,956 | $232K |
| LongView Asset Management LLC | 0.16% | Reduce -6.0% | 4,837 | $226K |
| Opus Financial Solutions LLC | 0.21% | — | 4,787 | $224K |
| Amarillo National Bank | 0.04% | New | 4,765 | $223K |
| Nalls Sherbakoff Group, LLC | 0.16% | Add +0.3% | 4,764 | $223K |
| Ethos Financial Group, LLC | 0.02% | Reduce -1.4% | 4,746 | $222K |
| FourThought Financial Partners, LLC | 0.02% | Add +0.0% | 4,745 | $222K |
| Momentous Wealth Management, Inc. | 0.12% | Reduce -8.3% | 4,698 | $220K |
| Gradient Capital Advisors, LLC | 0.06% | New | 4,621 | $216K |
| Tiaa Trust, National Association | 0.00% | No change | 4,610 | $216K |
| True Wealth Design, LLC | 0.06% | No change | 4,600 | $215K |
| Wealth Preservation Advisors, LLC | 0.11% | No change | 4,567 | $214K |
| CWS Financial Advisors, LLC | 0.06% | Reduce -27.2% | 4,427 | $207K |
| Heffernan Advisory, Inc. | 0.20% | — | 4,354 | $204K |
| Ballast Financial Advisors LLC | 0.21% | — | 4,336 | $203K |
| Golden Reserve Retirement LLC | 0.04% | New | 4,287 | $201K |
| Parallel Advisors, LLC | 0.00% | No change | 4,219 | $197K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,145 | $194K |
| Beacon Financial Strategies CORP | 0.10% | New | 3,890 | $182K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.2% | 3,351 | $157K |
| Salomon & Ludwin, LLC | 0.01% | No change | 3,015 | $143K |
| Nemes Rush Group LLC | 0.01% | Reduce -6.0% | 2,890 | $135K |
| Pillar Financial Advisors, LLC | 0.08% | Reduce -20.3% | 2,865 | $134K |
| Kings Path Partners LLC | 0.04% | No change | 2,352 | $110K |
| BlackRock, Inc. | 0.00% | New | 2,208 | $103K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,874 | $88K |
| Fort Vancouver Investment Management, LLC | 0.05% | Reduce -24.4% | 1,824 | $85K |
| Evolution Advisers, Inc. | 0.03% | No change | 1,699 | $79K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 1,661 | $78K |
| Benson Wealth Management INC | 0.08% | — | 1,593 | $75K |
| Godfrey Financial Associates, Inc. | 0.06% | — | 1,500 | $70K |
| Arlington Trust Co LLC | 0.01% | No change | 1,376 | $64K |
| SJS Investment Consulting Inc. | 0.01% | Add +2.1% | 1,222 | $57K |
| Orion Capital Management LLC | 0.02% | Reduce -1.5% | 1,181 | $55K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,069 | $50K |
| Grand Wealth Management, LLC | 0.02% | No change | 1,050 | $49K |
| UMB Bank, n.a. | 0.00% | New | 920 | $43K |
| CENTRAL TRUST Co | 0.00% | Reduce -35.8% | 900 | $42K |
| Tradewinds Capital Management, LLC | 0.01% | New | 801 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 770 | $36K |
| 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 |
| Kilter Group LLC | 0.01% | Reduce -0.6% | 363 | $17K |
| Operose Advisors LLC | 0.00% | New | 308 | $14K |
| Citigroup Inc. | 0.00% | Reduce -90.0% | 242 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 230 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 220 | $10K |
| Spurstone Advisory Services, LLC | 0.12% | No change | 162 | $8K |
| Quent Capital, LLC | 0.00% | Add +17.5% | 161 | $8K |
| 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 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 92 | $4K |
| West Financial Advisors, LLC | 0.00% | No change | 67 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -39.4% | 60 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -99.3% | 1 | $31 |
"% 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.