Dimensional US Core Equity MDFAUETF
13F holders, Q1 2026 (March 31)577holders +15
47new positions
30sold out
1famous investor
$45.27avg. 13F price*
At the end of Q1 2026, 577 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 15 from Q4 2025. 47 opened new positions and 30 sold out. The largest holders were Sequoia Financial Advisors, LLC ($333.0M), RVW Wealth, LLC ($208.9M) and Sageworth Trust Co ($202.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $134.3M |
| Exits | 30 | $29.8M |
All 13F filers, Q4 2025 → Q1 2026: 13,168,832 shares bought and 5,972,256 shares sold, net +7,196,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 577 holders
| Sequoia Financial Advisors, LLC | 1.87% | Add +3.6% | 7,379,642 | $333.0M |
| RVW Wealth, LLC | 16.27% | Add +2.6% | 4,630,535 | $208.9M |
| Sageworth Trust Co | 8.69% | Reduce -0.6% | 4,479,578 | $202.1M |
| OneDigital Investment Advisors LLC | 1.95% | Add +1.9% | 4,423,579 | $199.6M |
| Allworth Financial LP | 0.73% | Add +3.2% | 3,971,781 | $179.2M |
| Annex Advisory Services, LLC | 3.13% | Add +29.2% | 3,707,366 | $167.3M |
| Focus Partners Wealth | 0.18% | Add +3.9% | 3,513,024 | $158.5M |
| Aquire Wealth Advisors, LLC | 40.56% | Add +3.1% | 3,418,428 | $154.2M |
| Modera Wealth Management, LLC | 1.74% | Reduce -2.5% | 3,221,110 | $145.3M |
| Mars Jewett Financial Group, Inc. | 44.57% | Add +0.6% | 3,117,907 | $140.7M |
| Kooman & Associates | 38.62% | Add +1.5% | 2,870,941 | $129.5M |
| Beacon Pointe Advisors, LLC | 0.67% | Add +5.0% | 2,801,353 | $126.4M |
| Blankinship & Foster, LLC | 26.16% | Reduce -1.2% | 2,622,490 | $118.3M |
| Evoke Wealth, LLC | 2.11% | Add +5.6% | 2,537,064 | $114.5M |
| Apella Capital, LLC | 1.57% | Add +1877.7% | 2,153,540 | $105.8M |
| AE Wealth Management LLC | 0.57% | Add +3.5% | 2,335,738 | $105.4M |
| Spinnaker Investment Group, LLC | 21.13% | Reduce -5.2% | 2,299,502 | $103.8M |
| Arista Wealth Management, LLC | 11.36% | Reduce -3.5% | 2,068,805 | $93.3M |
| Elser Financial Planning, Inc | 4.34% | New | 1,981,512 | $89.4M |
| Krilogy Financial LLC | 2.79% | Add +3.0% | 1,789,151 | $86.7M |
| Savant Capital, LLC | 0.42% | Add +38.9% | 1,908,237 | $86.1M |
| WPWealth LLP | 12.84% | Add +5.5% | 1,862,102 | $84.0M |
| Maseco LLP | 2.60% | Add +27.4% | 1,838,563 | $82.9M |
| Focus Partners Advisor Solutions, LLC | 0.83% | Add +13.1% | 1,825,892 | $82.4M |
| 55 North Private Wealth, LLC | 19.41% | Add +4.4% | 1,680,166 | $75.8M |
| Pioneer Wealth Management Group | 20.64% | Add +10.2% | 1,630,612 | $73.6M |
| BCM Advisors, LLC | 11.69% | Reduce -5.5% | 1,196,470 | $59.3M |
| HB Wealth Management, LLC | 0.37% | Reduce -4.8% | 1,278,772 | $57.7M |
| Amicus Financial Advisors, LLC | 15.79% | Reduce -0.6% | 1,270,608 | $57.3M |
| Hill Island Financial LLC | 13.82% | Add +1.8% | 1,260,926 | $56.9M |
| Cetera Investment Advisers | 0.06% | Add +5.7% | 1,255,040 | $56.6M |
| Pandowealth. LLC | 47.76% | Add +4.7% | 1,479,928 | $54.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -0.3% | 1,207,861 | $54.5M |
| Diversify Wealth Management, LLC | 0.97% | Reduce -1.5% | 1,105,138 | $54.2M |
| Sterling Wealth Advisors Inc | 30.61% | Reduce -0.7% | 1,093,723 | $53.7M |
| Mariner, LLC | 0.06% | Add +4.1% | 1,181,696 | $53.3M |
| Essential Planning, LLC. | 16.25% | Reduce -2.9% | 1,132,361 | $51.1M |
| Austin Wealth Management, LLC | 11.53% | Reduce -31.4% | 1,110,841 | $50.8M |
| Meridian Wealth Partners, LLC | 6.91% | Add +3.4% | 1,115,216 | $50.3M |
| AdvisorNet Financial, Inc | 2.48% | Add +15.0% | 1,059,654 | $47.8M |
| LPL Financial LLC | 0.01% | Reduce -0.5% | 1,052,401 | $47.5M |
| Curio Wealth, LLC | 16.21% | Add +8.7% | 1,051,049 | $47.4M |
| Brighton Jones LLC | 0.99% | Add +0.0% | 995,411 | $44.9M |
| Financial Connections Group, Inc. | 15.11% | Reduce -0.3% | 962,980 | $43.4M |
| Valued Wealth Advisors LLC | 17.58% | Add +6.6% | 961,297 | $43.4M |
| Alpha Financial Advisors, LLC | 13.16% | Add +5.3% | 952,081 | $43.0M |
| TCP Asset Management, LLC | 5.51% | Add +0.7% | 949,861 | $42.9M |
| Note Advisors, LLC | 21.13% | Add +8.8% | 937,081 | $42.3M |
| Keating Financial Advisory Services, Inc. | 6.77% | Add +24.4% | 928,859 | $41.9M |
| Corient Private Wealth LP | 0.06% | Add +1.1% | 910,877 | $41.1M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -3.2% | 904,653 | $40.8M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -1.4% | 897,061 | $40.5M |
| VeraBank, N.A. | 7.27% | Add +4.6% | 880,610 | $39.7M |
| AlphaStar Capital Management, LLC | 2.92% | Add +13.1% | 877,733 | $39.6M |
| SC&H Financial Advisors, Inc. | 5.94% | Add +3.6% | 873,258 | $39.4M |
| Two West Capital Advisors LLC | 20.60% | Add +0.6% | 791,906 | $38.9M |
| Advisory Alpha, LLC | 1.05% | Reduce -3.6% | 849,291 | $38.3M |
| Fonville Wealth Management LLC | 7.28% | Reduce -0.7% | 847,418 | $38.2M |
| CVA Family Office, LLC | 3.95% | Add +27.9% | 831,776 | $37.5M |
| Plancorp, LLC | 1.06% | Add +0.5% | 793,409 | $37.3M |
| Wealthspire Advisors, LLC | 0.29% | Reduce -1.3% | 814,303 | $36.7M |
| Highland Financial Advisors, LLC | 9.65% | Add +8.9% | 810,253 | $36.6M |
| Liberty Wealth Management LLC | 4.06% | Reduce -10.5% | 719,165 | $32.5M |
| Physician Wealth Solutions Inc. | 13.33% | Add +8.7% | 713,763 | $32.2M |
| ACT Advisors, LLC. | 13.68% | Add +8.7% | 713,055 | $32.2M |
| Yardley Wealth Management LLC | 16.47% | Add +7.3% | 712,444 | $32.1M |
| Creative Planning | 0.02% | Add +1.9% | 709,074 | $32.0M |
| Zhang Financial LLC | 1.11% | Add +5.2% | 708,833 | $32.0M |
| Bay Harbor Wealth Management, LLC | 8.28% | Add +5.1% | 708,070 | $31.9M |
| MAI Capital Management | 0.18% | Add +18.3% | 696,759 | $31.4M |
| Pathstone Holdings, LLC | 0.12% | Add +2.4% | 680,196 | $30.7M |
| Private Wealth Management Group, LLC | 7.97% | Add +17.2% | 672,497 | $30.3M |
| Spectrum Investment Advisors, Inc. | 14.49% | Add +4.1% | 646,425 | $29.2M |
| Baird Financial Group, Inc. | 0.05% | Add +40.9% | 643,823 | $29.0M |
| UBS Group AG | 0.01% | Reduce -4.7% | 633,069 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +25.0% | 630,630 | $28.5M |
| Allegiance Financial Group Advisory Services LLC | 5.56% | Add +6.8% | 619,449 | $27.9M |
| M Wealth Management, LLC | 23.46% | Add +4.7% | 617,665 | $27.9M |
| Keystone Financial Group, Inc. | 14.22% | Reduce -4.4% | 606,337 | $27.4M |
| Osaic Holdings, Inc. | 0.04% | Add +2.5% | 599,572 | $27.1M |
| Kure Advisory, LLC | 14.45% | Add +3.9% | 588,013 | $26.5M |
| Awm Capital, LLC | 2.40% | Reduce -0.7% | 586,424 | $26.5M |
| Heritage Investment Group, Inc. | 3.92% | Add +1.8% | 573,794 | $25.9M |
| Bank of America Corp. | 0.00% | Add +2.0% | 568,101 | $25.6M |
| Shira Ridge Wealth Management | 10.07% | Add +1.8% | 564,321 | $25.5M |
| Stifel Financial Corp. | 0.02% | Add +2.9% | 562,616 | $25.4M |
| Betterment LLC | 0.05% | Reduce -7.7% | 558,284 | $25.2M |
| Mercer Global Advisors Inc. | 0.04% | Add +70.9% | 555,624 | $25.1M |
| Morling Financial Advisors, LLC | 7.49% | Add +1.6% | 538,875 | $24.3M |
| Envision Financial Planning, LLC | 8.55% | Add +4.8% | 523,955 | $23.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.90% | Reduce -17.2% | 523,235 | $23.6M |
| Quantum Financial Advisors, LLC | 2.47% | Reduce -9.0% | 488,298 | $22.0M |
| Entrewealth, LLC | 9.85% | Add +6.7% | 487,136 | $22.0M |
| JFS Wealth Advisors, LLC | 1.23% | Add +3.3% | 486,035 | $21.9M |
| Mission Wealth Management, LP | 0.44% | Add +6.4% | 470,003 | $21.2M |
| Stadion Money Management, LLC | 2.05% | Reduce -59.8% | 451,855 | $20.4M |
| Sax Wealth Advisors, LLC | 0.96% | Reduce -0.0% | 421,523 | $19.7M |
| Claris Advisors, LLC / Mo / | 5.85% | Reduce -0.3% | 432,980 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 430,653 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.0% | 412,451 | $18.6M |
| Perigon Wealth Management, LLC | 0.34% | Reduce -0.1% | 409,434 | $18.5M |
| Live Oak Private Wealth LLC | 2.53% | Add +21.3% | 402,305 | $18.2M |
| Tortoise Investment Management, LLC | 1.49% | Add +9.0% | 401,124 | $18.1M |
| Tassel Capital Management, Inc. | 9.63% | Add +4.7% | 392,955 | $17.7M |
| Jacobi Capital Management LLC | 0.97% | Add +11.4% | 384,085 | $17.3M |
| Physician Wealth Advisors, Inc. | 2.40% | Add +0.5% | 381,858 | $17.2M |
| Prudent Man Investment Management, Inc. | 5.75% | No change | 365,373 | $17.1M |
| Lido Advisors, LLC | 0.06% | New | 358,487 | $16.2M |
| Clarity Capital Advisors, LLC | 7.22% | Add +3.1% | 343,232 | $15.5M |
| Sollinda Capital Management LLC | 3.68% | Add +13.3% | 335,300 | $15.1M |
| Security Financial Services, INC. | 2.39% | Add +1.1% | 335,234 | $15.1M |
| Legacy Financial Group, Inc. | 3.93% | Add +0.5% | 329,484 | $14.9M |
| Ledgewood Wealth Advisors, LLC | 8.27% | Add +0.5% | 325,616 | $14.7M |
| Arax Advisory Partners | 0.40% | Add +5.0% | 316,359 | $14.3M |
| Farther Finance Advisors, LLC | 0.13% | Add +18.8% | 312,978 | $14.2M |
| Jackson Thornton Wealth Management, LLC | 1.27% | Reduce -0.8% | 299,017 | $14.1M |
| Great Point Wealth Advisors, LLC | 2.57% | Reduce -0.4% | 308,167 | $13.9M |
| Park Avenue Securities LLC | 0.11% | Add +23.0% | 307,356 | $13.9M |
| North Capital, Inc. | 11.63% | Add +4.3% | 304,416 | $13.7M |
| Navigoe, LLC | 8.04% | Add +4.0% | 301,570 | $13.6M |
| Hutchinson Capital Management | 2.46% | Reduce -8.3% | 296,675 | $13.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 295,928 | $13.4M |
| Assetmark, Inc. | 0.03% | Add +0.1% | 286,622 | $12.9M |
| Weinberger Asset Management, Inc | 4.82% | Add +9.9% | 284,768 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Add +10.2% | 284,758 | $12.8M |
| Integrated Wealth Concepts LLC | 0.10% | Add +1064.1% | 269,752 | $12.2M |
| Centennial Bank | 4.34% | Add +9.0% | 267,957 | $12.1M |
| AQR Capital Management | 0.01% | Add +73.5% | 255,593 | $11.5M |
| Canopy Partners, LLC | 3.93% | Add +1.6% | 254,194 | $11.5M |
| First Financial Group Corp | 9.27% | Add +1.7% | 251,728 | $11.4M |
| Johnson Wealth Management, LLC | 5.48% | Reduce -2.3% | 251,385 | $11.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -17.9% | 248,284 | $11.2M |
| Lauer Wealth, LLC | 8.96% | Add +1.6% | 238,848 | $11.2M |
| Cherrydale Wealth Management, LLC | 3.46% | Reduce -0.9% | 247,978 | $11.2M |
| MML Investors Services, LLC | 0.03% | Reduce -6.5% | 242,374 | $10.9M |
| Firethorn Wealth Partners, LLC | 3.87% | Add +5.3% | 234,146 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -89.5% | 230,291 | $10.5M |
| Sowell Financial Services LLC | 0.38% | Add +6.8% | 227,626 | $10.3M |
| HTG Investment Advisors, Inc. | 2.93% | Add +14.1% | 227,572 | $10.3M |
| Parkwoods Wealth Partners, LLC | 2.49% | Add +184.5% | 225,329 | $10.2M |
| Oak Wealth Advisors LLC | 5.58% | Add +1.7% | 225,102 | $10.2M |
| Prodigy Asset Management LLC | 3.39% | Add +28.0% | 224,802 | $10.1M |
| VSM Wealth Advisory, LLC | 2.99% | Add +3.5% | 222,133 | $10.0M |
| Chicago Partners Investment Group LLC | 0.22% | Add +0.6% | 203,464 | $10.0M |
| M Holdings Securities, Inc. | 0.68% | No change | 221,821 | $10.0M |
| Glass Jacobson Investment Advisors llc | 3.45% | Add +14.3% | 221,686 | $10.0M |
| Root Financial Partners, LLC | 0.46% | Add +44.4% | 219,760 | $9.9M |
| FMB Wealth Management | 4.06% | Reduce -0.3% | 217,434 | $9.8M |
| Syverson Strege & Co | 2.35% | Reduce -11.7% | 216,785 | $9.8M |
| IFP Advisors, Inc | 0.20% | Add +4.0% | 216,648 | $9.8M |
| FinDec Wealth Services, Inc. | 11.84% | Reduce -12.8% | 214,662 | $9.7M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Reduce -0.6% | 210,828 | $9.5M |
| Pacific Asset Management, LLC | 5.14% | Add +0.1% | 203,828 | $9.2M |
| American Capital Advisory, LLC | 3.44% | Reduce -1.6% | 188,393 | $8.5M |
| Cerity Partners LLC | 0.01% | Add +17.4% | 188,177 | $8.5M |
| Semitam Bonam LLC | 6.89% | Add +5.5% | 186,953 | $8.4M |
| International Private Wealth Advisors LLC | 5.13% | Add +22.9% | 185,980 | $8.4M |
| Private Advisor Group, LLC | 0.04% | Add +1.8% | 184,404 | $8.3M |
| Larry Mathis Financial Planning, LLC | 7.46% | Add +97.6% | 184,359 | $8.3M |
| Vigil Wealth Management, LLC | 6.71% | Add +1.7% | 183,893 | $8.3M |
| Invst, LLC | 0.92% | Add +6.3% | 181,241 | $8.2M |
| Abel Hall, LLC | 1.74% | Reduce -0.0% | 180,771 | $8.2M |
| Kennedy Investment Group, Inc. | 3.01% | Add +7.6% | 170,517 | $7.7M |
| World Investment Advisors | 0.12% | Add +2.5% | 170,133 | $7.7M |
| 3 Factor Indexing, LLC | 7.17% | — | 168,374 | $7.6M |
| My Personal CFO, LLC | 3.30% | Add +3.4% | 167,000 | $7.5M |
| Forteris Wealth Management Inc. | 7.04% | Add +1.4% | 163,051 | $7.4M |
| Aspen Wealth Management LLC | 1.47% | Add +9.1% | 163,041 | $7.4M |
| Diversified Portfolios, Inc. | 0.60% | Reduce -2.3% | 162,939 | $7.4M |
| Summit Wealth Group LLC / Co. | 0.76% | Reduce -5.6% | 160,455 | $7.2M |
| Capital Investment Advisory Services, LLC | 0.51% | Add +0.3% | 156,129 | $7.0M |
| Mattern Wealth Management LLC | 1.33% | Add +0.5% | 151,282 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +35.8% | 149,673 | $6.8M |
| Chico Wealth RIA | 4.12% | No change | 149,602 | $6.8M |
| Morton Capital Management LLC | 1.00% | Reduce -4.1% | 149,254 | $6.7M |
| Wealth Advisors Northwest LLC | 2.81% | Reduce -7.6% | 148,759 | $6.7M |
| GEM Asset Management, LLC | 2.96% | Add +2.6% | 148,465 | $6.7M |
| JDH Wealth Management, LLC | 4.43% | Add +1.2% | 145,516 | $6.6M |
| Aegis Wealth Management LLC | 3.69% | Add +3.8% | 142,888 | $6.4M |
| Vise Technologies, Inc. | 0.13% | No change | 136,017 | $6.4M |
| Hardy Reed LLC | 0.46% | Add +0.2% | 140,803 | $6.4M |
| Quad-Cities Investment Group, LLC | 2.48% | Add +7.7% | 137,924 | $6.2M |
| Croban | 2.91% | Add +3.9% | 137,293 | $6.2M |
| Keb Asset Management, LLC | 1.17% | Reduce -12.8% | 135,851 | $6.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.3% | 130,945 | $5.9M |
| Level Wealth Management LLC | 2.74% | Reduce -1.0% | 129,601 | $5.8M |
| Dodds Wealth, LLC | 1.43% | Reduce -0.3% | 129,493 | $5.8M |
| HFG Wealth Management, LLC | 3.16% | Reduce -2.2% | 127,158 | $5.7M |
| Rather & Kittrell, Inc. | 0.87% | Add +3.6% | 124,436 | $5.6M |
| SYM FINANCIAL Corp | 0.56% | Add +4.3% | 123,478 | $5.6M |
| Signature Resources Capital Management, LLC | 2.63% | Add +9.6% | 123,229 | $5.6M |
| APS Management Group, Inc. | 4.75% | Add +3.5% | 122,967 | $5.5M |
| Cypress Point Wealth Management, LLC | 1.19% | Reduce -0.1% | 122,383 | $5.5M |
| Waterfront Wealth Inc. | 1.00% | Add +6.2% | 121,107 | $5.5M |
| RFG Advisory, LLC | 0.10% | Reduce -7.8% | 120,829 | $5.5M |
| Andrews, Lucia Wealth Management LLC | 3.24% | Reduce -1.4% | 119,992 | $5.4M |
| Ancora Advisors LLC | 0.11% | Add +1.6% | 118,611 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +49.0% | 118,564 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 116,227 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.2% | 116,101 | $5.2M |
| Sanchez Levi Garrett | 3.28% | — | 115,971 | $5.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.74% | Add +16.3% | 112,670 | $5.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -16.8% | 109,700 | $4.9M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -10.7% | 109,418 | $4.9M |
| CSP Financial Group, LLC | 5.03% | — | 108,803 | $4.9M |
| Robinson Smith Wealth Advisors LLC | 3.25% | Add +9.7% | 106,337 | $4.8M |
| Tableaux LLC | 2.31% | Add +0.6% | 105,510 | $4.8M |
| TCI Wealth Advisors, Inc. | 0.24% | Add +1.4% | 102,188 | $4.6M |
| Alkeme Wealth, LLC | 1.86% | Reduce -0.5% | 100,736 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +4.9% | 99,442 | $4.5M |
| Fiduciary Financial Group, LLC | 0.59% | Reduce -1.0% | 99,369 | $4.5M |
| Twin Cities Retirement Group LLC | 4.08% | Add +18.6% | 98,947 | $4.5M |
| Elevation Wealth Partners, LLC | 1.56% | Add +3.1% | 96,630 | $4.4M |
| BluePrint Investing LLC | 3.75% | No change | 93,476 | $4.2M |
| Retirement Solution LLC | 1.00% | Add +6.3% | 93,322 | $4.2M |
| J Hagan Capital, Inc. | 2.25% | Add +28.1% | 92,277 | $4.2M |
| Magnolia Capital Advisors LLC | 0.81% | Reduce -41.9% | 91,140 | $4.1M |
| 180 Wealth Advisors, LLC | 0.46% | Add +1.0% | 90,256 | $4.1M |
| Quarry Hill Advisors, LLC | 1.67% | Add +0.7% | 82,762 | $4.1M |
| ARK & TLK Investments, LLC | 1.08% | Reduce -44.7% | 88,525 | $4.0M |
| Strategic Investment Solutions, Inc. | 0.94% | Reduce -0.8% | 86,172 | $3.9M |
| Burton Enright Welch | 0.53% | Add +1.4% | 86,168 | $3.9M |
| Cowa, LLC | 1.13% | Reduce -50.5% | 86,124 | $3.9M |
| Seamount Financial Group Inc. | 1.75% | Add +4.9% | 85,812 | $3.9M |
| Strategic Wealth Advisors LLC | 3.09% | Add +3.7% | 85,352 | $3.9M |
| Tandem Financial, LLC | 1.30% | New | 84,868 | $3.8M |
| Market Street Wealth Management Advisors LLC | 0.60% | Add +3.7% | 84,405 | $3.8M |
| BCR Wealth Strategies, LLC | 1.17% | Add +27.5% | 82,821 | $3.7M |
| Savvy Advisors, Inc. | 0.10% | Add +22.2% | 82,196 | $3.7M |
| Vantage Point Financial LLC | 1.26% | Reduce -4.1% | 79,680 | $3.6M |
| Sageworth Trust Co of South Dakota | 2.85% | Add +1.9% | 79,671 | $3.6M |
| Red Lighthouse Investment Management, LLC | 1.19% | No change | 78,084 | $3.5M |
| Stratos Investment Management, LLC | 0.14% | Add +5.8% | 77,189 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -10.5% | 76,996 | $3.5M |
| HMV Wealth Advisors, LLC | 1.61% | Add +0.3% | 75,902 | $3.4M |
| G2 Capital Management, LLC / Oh | 0.80% | Add +36.4% | 73,204 | $3.3M |
| SwitchPoint Financial Planning, LLC | 2.21% | No change | 72,101 | $3.3M |
| Investmark Advisory Group LLC | 1.38% | Add +1.1% | 71,363 | $3.2M |
| Melfa Wealth Management, Inc. | 1.83% | Reduce -0.9% | 70,452 | $3.2M |
| Catalyst Private Wealth, LLC | 1.72% | Reduce -1.7% | 70,307 | $3.2M |
| AssuredPartners Investment Advisors, LLC | 0.35% | Add +1.4% | 69,355 | $3.2M |
| Versant Capital Management, Inc | 0.31% | Add +7.2% | 70,001 | $3.2M |
| Milestone Asset Management Group, LLC | 1.84% | Add +5.3% | 69,796 | $3.1M |
| Financial Alternatives, Inc | 1.67% | Reduce -0.1% | 68,720 | $3.1M |
| Altiora Financial Group, LLC | 0.51% | Add +9.4% | 68,216 | $3.1M |
| Donalies Financial Planning, LLC | 2.55% | Reduce -5.2% | 66,273 | $3.0M |
| Legacy Capital Wealth Partners, LLC | 0.61% | Reduce -5.8% | 65,957 | $3.0M |
| FreeGulliver LLC | 1.25% | New | 65,473 | $3.0M |
| Washington Trust Advisors, Inc. | 0.24% | Add +4.5% | 65,006 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.0% | 64,720 | $2.9M |
| SpringVest Wealth Management LLC | 1.98% | Reduce -8.3% | 64,347 | $2.9M |
| Meritas Wealth Management, LLC | 1.27% | No change | 62,102 | $2.8M |
| Kane Co Wealth Management, Inc. | 2.34% | Reduce -4.5% | 61,441 | $2.8M |
| ERn Financial, LLC | 0.52% | Reduce -1.7% | 61,009 | $2.8M |
| Ballast Rock Private Wealth LLC | 1.52% | Reduce -4.0% | 60,782 | $2.7M |
| Concord Wealth Partners | 0.35% | Reduce -9.2% | 59,032 | $2.7M |
| Capstone Financial Advisors, Inc. | 0.14% | No change | 58,935 | $2.7M |
| First Citizens Bank & Trust Co. | 0.06% | No change | 58,864 | $2.7M |
| Raffa Wealth Management, LLC | 0.41% | Add +0.1% | 57,761 | $2.6M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -1.5% | 58,237 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -69.0% | 56,317 | $2.5M |
| CGN Advisors LLC | 0.20% | Reduce -1.1% | 55,953 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 55,419 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -45.6% | 55,289 | $2.5M |
| Choreo, LLC | 0.03% | Reduce -1.9% | 55,004 | $2.5M |
| Factor Wealth Management LTD | 0.46% | Reduce -22.4% | 54,418 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Add +693.4% | 53,730 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | New | 53,508 | $2.4M |
| Herold Advisors, Inc. | 0.53% | Add +1.9% | 53,173 | $2.4M |
| Pinnacle Financial Group, LLC / IL | 0.65% | Add +1.4% | 52,573 | $2.4M |
| Elevate Wealth Advisory, Inc. | 1.49% | No change | 52,223 | $2.4M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -6.5% | 51,511 | $2.3M |
| Earned Wealth Advisors, LLC | 0.16% | Reduce -1.7% | 51,468 | $2.3M |
| Cahill Financial Advisors Inc. | 0.25% | No change | 51,072 | $2.3M |
| RCS Financial Planning, LLC | 1.19% | Reduce -3.5% | 50,683 | $2.3M |
| LRI Investments, LLC | 0.20% | Reduce -2.4% | 50,467 | $2.3M |
| Cogent Strategic Wealth LLC | 2.31% | Add +3.9% | 49,819 | $2.2M |
| GWN Securities Inc. | 0.43% | Add +4.7% | 49,681 | $2.2M |
| Verisail Partners, LLC | 0.89% | No change | 48,538 | $2.2M |
| Capstone Wealth Management, LLC | 1.52% | Add +23.7% | 48,381 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.3% | 48,178 | $2.2M |
| Greenspring Advisors, LLC | 0.13% | Add +4.8% | 47,276 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -20.5% | 47,167 | $2.1M |
| Berger Financial Group, Inc | 0.12% | Add +4.6% | 46,282 | $2.1M |
| MB Generational Wealth, LLC | 1.12% | Add +11.8% | 44,984 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 44,939 | $2.0M |
| Parkshore Wealth Management, Inc. | 0.67% | Reduce -0.4% | 44,553 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.28% | Reduce -0.8% | 44,480 | $2.0M |
| Selective Wealth Management, Inc. | 0.59% | New | 40,416 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +102.1% | 43,514 | $2.0M |
| Forum Financial Management, LP | 0.03% | Add +0.0% | 41,381 | $1.9M |
| Hiley Hunt Wealth Management | 0.82% | Add +4.0% | 41,088 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.66% | Reduce -4.7% | 40,517 | $1.8M |
| American Investment Services, Inc. | 0.41% | Add +4.2% | 40,449 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -0.0% | 40,121 | $1.8M |
| Woodside Wealth Management LLC | 1.40% | Reduce -6.1% | 39,749 | $1.8M |
| Vestia Personal Wealth Advisors | 0.84% | Reduce -2.4% | 39,547 | $1.8M |
| Rockbridge Investment Management, LCC | 0.16% | Add +0.4% | 39,412 | $1.8M |
| Lionshead Wealth Management, LLC | 1.31% | Add +6.0% | 39,302 | $1.8M |
| Forthright Family Wealth Advisory LLC | 1.16% | Add +36.4% | 47,353 | $1.7M |
| Financial Symmetry Inc | 0.61% | Reduce -0.3% | 34,537 | $1.7M |
| Cardiff Park Advisors, LLC | 0.14% | Add +0.3% | 37,899 | $1.7M |
| Keel Point, LLC | 0.11% | Add +0.6% | 37,449 | $1.7M |
| Marshall Financial Group, LLC | 0.27% | Reduce -1.2% | 37,197 | $1.7M |
| SLT Holdings LLC | 1.19% | Add +18.9% | 37,179 | $1.7M |
| Everest Financial Group LLC | 0.27% | New | 36,112 | $1.6M |
| Forum Private Client Group LLC | 0.54% | Add +13.1% | 35,827 | $1.6M |
| Gutierrez Wealth Advisory, LLC | 1.00% | Add +73.6% | 35,772 | $1.6M |
| Balance Wealth Partners LLC | 0.50% | Reduce -1.8% | 35,464 | $1.6M |
| Olistico Wealth, LLC | 0.77% | Add +0.2% | 34,826 | $1.6M |
| Shore Point Advisors, LLC | 0.61% | Reduce -40.2% | 34,466 | $1.6M |
| Beckerman Institutional, LLC | 0.80% | Reduce -0.4% | 33,425 | $1.5M |
| Rialto Wealth Management, LLC | 0.33% | Add +134.7% | 32,893 | $1.5M |
| Retirement Guys Formula LLC | 0.67% | Reduce -14.1% | 32,340 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.71% | Reduce -1.5% | 32,266 | $1.5M |
| Kaufman Rossin Wealth, LLC | 0.83% | Reduce -2.4% | 32,034 | $1.4M |
| Financial Plan, Inc. | 0.15% | No change | 32,023 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -2.2% | 31,894 | $1.4M |
| Squire Investment Management Company, LLC | 0.40% | Add +21.0% | 31,803 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Reduce -8.3% | 31,504 | $1.4M |
| V2 Financial group LLC | 0.66% | New | 31,369 | $1.4M |
| Innovative Asset Advisors Group, LLC | 0.80% | — | 30,868 | $1.4M |
| Ares Financial Consulting, LLC | 1.07% | Add +0.0% | 29,971 | $1.4M |
| Sincerus Advisory, LLC | 1.02% | Reduce -13.3% | 29,682 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +1.8% | 26,901 | $1.3M |
| XY Planning Network, Inc. | 0.21% | Add +0.9% | 28,958 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +39.3% | 29,057 | $1.3M |
| Seneschal Advisors, LLC | 0.95% | Reduce -3.1% | 28,397 | $1.3M |
| Lexington Hill Partners, LLC | 0.72% | Reduce -2.5% | 28,350 | $1.3M |
| Inscription Capital, LLC | 0.13% | New | 28,316 | $1.3M |
| Brooklyn Investment Group | 0.04% | New | 28,316 | $1.3M |
| Oceanside Advisors LLC | 0.73% | Add +5.4% | 28,179 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.3% | 27,855 | $1.3M |
| US Bancorp \de | 0.00% | Add +100.8% | 27,647 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Add +0.7% | 27,548 | $1.2M |
| Morris Financial Concepts, Inc. | 0.41% | Reduce -0.8% | 26,747 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 26,703 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +17.9% | 25,331 | $1.2M |
| Peirce Capital Management, LLC | 0.46% | No change | 26,054 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -11.1% | 25,817 | $1.2M |
| Vertex Planning Partners, LLC | 0.22% | Add +22.8% | 25,231 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.38% | Reduce -1.6% | 25,832 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.45% | Reduce -3.2% | 24,811 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +23.2% | 24,666 | $1.1M |
| Cloud Capital Management, LLC | 0.47% | New | 23,981 | $1.1M |
| Powerhouse Assets LLC | 0.93% | Add +0.8% | 23,751 | $1.1M |
| Northwest Wealth Management, LLC | 0.16% | Reduce -1.6% | 23,524 | $1.1M |
| Huntleigh Advisors, Inc. | 0.18% | Add +0.1% | 23,474 | $1.1M |
| Cwm, LLC | 0.00% | Add +1.3% | 23,290 | $1.1M |
| Trailhead Planners LLC | 1.00% | Add +1.9% | 23,119 | $1.0M |
| Auxano Advisors, LLC | 0.21% | Reduce -20.2% | 23,078 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +37.3% | 22,655 | $1.0M |
| Acorn Wealth Advisors, LLC | 0.30% | Reduce -2.0% | 22,635 | $1.0M |
| Cascade Wealth Advisors, Inc | 0.44% | No change | 19,942 | $1.0M |
| Apollon Financial, LLC | 0.14% | Add +0.5% | 21,833 | $985K |
| Investment Advisory Group, LLC | 0.25% | Reduce -1.8% | 21,812 | $984K |
| Warburton Capital Management, LLC | 0.48% | Add +81.4% | 20,902 | $984K |
| FMR LLC | 0.00% | Reduce -9.2% | 21,741 | $981K |
| Mayport, LLC | 0.18% | New | 21,667 | $978K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +0.2% | 21,615 | $975K |
| Csenge Advisory Group | 0.04% | Reduce -5.3% | 21,568 | $973K |
| Accurate Wealth Management, LLC | 0.12% | New | 20,462 | $963K |
| Gould Asset Management LLC | 0.17% | Reduce -0.2% | 21,150 | $954K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -13.8% | 20,994 | $947K |
| First National Bank Sioux Falls | 0.26% | Reduce -0.3% | 19,407 | $941K |
| DAVENPORT & Co LLC | 0.01% | Reduce -54.1% | 20,324 | $917K |
| Jane Street Group, LLC | 0.00% | New | 20,201 | $911K |
| Yoder Wealth Management, Inc. | 0.39% | Reduce -12.4% | 19,170 | $865K |
| SageOak Financial, LLC | 0.61% | No change | 19,077 | $861K |
| Stewardship Advisors, LLC | 0.20% | Add +1.9% | 18,974 | $856K |
| Allodium Investment Consultants, LLC | 0.41% | Reduce -0.6% | 18,906 | $853K |
| Mgo One Seven LLC | 0.02% | Reduce -54.3% | 18,816 | $849K |
| Longview Financial Advisors LLC | 0.46% | No change | 18,576 | $838K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +1.8% | 18,223 | $822K |
| C M Bidwell & Associates Ltd. | 0.37% | Reduce -0.2% | 17,795 | $803K |
| Optimus Capital Advisors, LLC | 0.47% | Reduce -0.9% | 17,742 | $801K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 17,359 | $783K |
| ELCO Management Co., LLC | 0.37% | Reduce -0.2% | 17,012 | $768K |
| Colony Family Offices, LLC | 0.19% | No change | 16,930 | $764K |
| Mason & Associates, LLC | 0.17% | New | 16,909 | $763K |
| Approach Retirement Advisors, LLC | 0.63% | Add +0.3% | 16,742 | $755K |
| Barrett & Company, Inc. | 0.26% | Reduce -0.9% | 16,595 | $749K |
| HRT Financial LP | 0.00% | New | 16,468 | $743K |
| Optima Capital LLC | 0.34% | Reduce -4.7% | 16,245 | $733K |
| Baker Tilly Wealth Management, LLC | 0.18% | Add +15.1% | 16,183 | $730K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -10.8% | 15,791 | $712K |
| Wheels Up Wealth, Inc. | 0.67% | No change | 15,766 | $711K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -2.1% | 15,693 | $708K |
| Medallion Wealth Advisors, LLC | 0.23% | Reduce -6.9% | 15,602 | $704K |
| City State Bank | 0.17% | Add +66.7% | 14,830 | $669K |
| Harbour Investments, Inc. | 0.01% | Add +6234.8% | 14,570 | $657K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.0% | 14,274 | $644K |
| Demming Financial Services Corp. | 0.47% | Add +49.6% | 14,209 | $641K |
| Thompson David Blair | 0.36% | New | 14,050 | $634K |
| Talisman Wealth Advisors LLC | 0.51% | Add +111.0% | 18,035 | $632K |
| DecisionPoint Financial, LLC | 0.14% | Add +13.2% | 13,943 | $629K |
| Rossby Financial, LCC | 0.13% | Add +140.2% | 13,728 | $624K |
| Strathmore Capital Advisors, Inc. | 0.17% | No change | 12,516 | $617K |
| Cardinal Point Capital Management ULC | 0.04% | Add +0.3% | 13,487 | $609K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 13,131 | $592K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.1% | 13,061 | $589K |
| Bay Capital Advisors, LLC | 0.36% | Reduce -12.2% | 13,048 | $589K |
| Broadhurst Jeffrey B | 0.60% | Reduce -6.8% | 13,030 | $588K |
| Axis Wealth Partners, LLC | 0.31% | Reduce -2.5% | 12,858 | $580K |
| Clearstead Advisors, LLC | 0.01% | New | 12,814 | $578K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -17.8% | 12,671 | $572K |
| Quantinno Capital Management LP | 0.00% | Add +21.8% | 12,618 | $569K |
| Financial Harvest, LLC | 0.33% | Add +0.0% | 12,574 | $567K |
| Mather Group, Llc. | 0.01% | No change | 12,435 | $561K |
| Cypress Wealth Services, LLC | 0.08% | Add +0.1% | 12,325 | $556K |
| Lynch Investment Planning, LLC | 0.50% | Reduce -13.2% | 12,272 | $554K |
| Wells Fargo & Company | 0.00% | Reduce -19.8% | 12,193 | $550K |
| Annandale Capital, LLC | 0.09% | No change | 11,932 | $538K |
| Triune Financial Partners, LLC | 0.12% | No change | 11,616 | $524K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.3% | 11,432 | $516K |
| Private Trust Co. NA | 0.05% | No change | 11,382 | $514K |
| Facet Wealth, Inc. | 0.01% | Add +36.9% | 11,296 | $510K |
| Aerodigm Wealth, LLC | 0.19% | No change | 11,209 | $506K |
| ATLas Financial Planning LLC | 0.45% | No change | 11,189 | $505K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -3.9% | 10,995 | $496K |
| Dixon Fnancial Services, Inc. | 0.22% | Add +4.2% | 10,811 | $488K |
| Bayshore Asset Management, LLC | 0.19% | Add +0.1% | 10,775 | $486K |
| May Hill Capital, LLC | 0.12% | New | 10,771 | $486K |
| Patten & Patten Inc. | 0.03% | Reduce -2.8% | 10,760 | $485K |
| Luminvest Wealth Management LLC | 0.13% | New | 10,748 | $485K |
| Freedom Financial Partners LLC | 0.17% | Add +0.2% | 10,678 | $482K |
| Compass Advisory Group LLC | 0.13% | No change | 10,632 | $480K |
| Builder Investment Group Inc. | 0.10% | Add +1.6% | 10,606 | $479K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 10,554 | $476K |
| HBE Wealth Management, LLC | 0.41% | No change | 10,434 | $471K |
| Foundry Financial LLC | 0.20% | Reduce -0.2% | 10,396 | $469K |
| Kilner Capital Advisors, LLC | 0.45% | Reduce -1.1% | 10,387 | $469K |
| Spectrum Advisors, Inc. | 0.37% | — | 10,374 | $468K |
| Brown Advisory Inc. | 0.00% | New | 10,126 | $457K |
| Vistica Wealth Advisors, LLC | 0.45% | No change | 10,038 | $453K |
| tru Independence LLC | 0.22% | Add +0.2% | 10,028 | $452K |
| Bank of Montreal | 0.00% | No change | 9,968 | $450K |
| Tranquility Partners, LLC | 0.17% | Add +0.1% | 9,901 | $447K |
| Glassman Wealth Services | 0.06% | No change | 9,860 | $445K |
| Eldridge Investment Advisors, Inc. | 0.10% | Add +0.0% | 9,792 | $442K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Reduce -0.6% | 9,708 | $438K |
| Ascentis Independent Advisors | 0.03% | Add +6.6% | 9,655 | $436K |
| Northern Trust Corp. | 0.00% | Reduce -11.9% | 9,348 | $422K |
| Claris Financial LLC | 0.23% | Add +12.2% | 9,252 | $417K |
| Montis Financial, LLC | 0.09% | Add +0.6% | 9,107 | $411K |
| Titleist Asset Management, LLC | 0.03% | Add +28.4% | 9,050 | $408K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +14.0% | 9,038 | $408K |
| WMG Financial Advisors, LLC | 0.17% | Reduce -15.6% | 8,937 | $403K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 8,848 | $399K |
| Oath Planning, LLC | 0.35% | Reduce -0.1% | 8,753 | $395K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 8,678 | $392K |
| Ruedi Wealth Management, Inc. | 0.10% | Add +0.0% | 8,651 | $390K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.1% | 8,598 | $388K |
| Sprinkle Financial Consultants LLC | 0.18% | Add +0.2% | 8,408 | $379K |
| Cornerstone Advisory, LLC | 0.04% | New | 8,196 | $370K |
| New Dimensions Wealth Management, LLC | 0.31% | No change | 8,009 | $361K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +19.6% | 7,916 | $357K |
| Midwest Trust Co | 0.00% | Add +0.4% | 7,800 | $352K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +32.1% | 7,718 | $348K |
| Riverchase Wealth Management, LLC | 0.18% | Reduce -4.9% | 7,581 | $342K |
| Silver Oak Advisory Group, Inc. | 0.15% | New | 7,600 | $342K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -16.8% | 6,702 | $342K |
| Lam Group, Inc. | 0.19% | Add +0.1% | 7,560 | $341K |
| Bannerstone Capital Management, LLC | 0.32% | Add +0.9% | 7,549 | $341K |
| Eclectic Associates Inc. | 0.04% | Reduce -14.3% | 7,494 | $338K |
| Brookstone Capital Management | 0.00% | Add +14.9% | 7,490 | $338K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.8% | 7,419 | $335K |
| Porter White Investment Advisors, Inc. | 0.13% | Reduce -29.5% | 7,417 | $335K |
| Blue Trust, Inc. | 0.00% | Reduce -4.5% | 7,361 | $332K |
| Baker Boyer National Bank | 0.10% | No change | 7,339 | $331K |
| OneAscent Financial Services LLC | 0.02% | No change | 7,183 | $324K |
| L.K. Benson & Company, P.C. | 0.10% | No change | 6,979 | $315K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.3% | 6,926 | $313K |
| Wedmont Private Capital | 0.01% | No change | 6,659 | $312K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.1% | 6,781 | $306K |
| Cooper Financial Group | 0.03% | Add +0.0% | 6,711 | $303K |
| RHS Financial, LLC | 0.14% | No change | 6,650 | $300K |
| Vawter Financial, Ltd. | 0.13% | No change | 6,644 | $300K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.3% | 6,591 | $297K |
| Brindle & Bay Financial Advisors, LLC | 0.18% | Reduce -2.3% | 6,560 | $296K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 6,545 | $295K |
| Gordian Advisors LLC | 0.20% | Reduce -31.3% | 6,532 | $295K |
| Discipline Wealth Solutions, LLC | 0.03% | New | 6,400 | $289K |
| Equitable Holdings, Inc. | 0.00% | Add +20.0% | 6,092 | $285K |
| Signaturefd, LLC | 0.00% | Reduce -15.1% | 6,296 | $284K |
| Shearwater Capital LLC | 0.15% | No change | 6,225 | $281K |
| CPA Asset Management Group, LLC | 0.09% | No change | 6,206 | $280K |
| Professional Financial Solutions LLC | 0.25% | Add +0.7% | 6,139 | $277K |
| Johnson Investment Counsel Inc. | 0.00% | New | 6,092 | $275K |
| FourThought Financial Partners, LLC | 0.02% | Add +28.4% | 6,090 | $275K |
| Core Wealth Management, Inc. | 0.08% | No change | 6,048 | $273K |
| Friday Financial | 0.09% | No change | 5,994 | $270K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 5,960 | $269K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,954 | $269K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,935 | $268K |
| Ascent Group, LLC | 0.01% | No change | 5,873 | $265K |
| Dopkins Wealth Management, LLC | 0.11% | Reduce -2.4% | 5,861 | $264K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -17.1% | 5,800 | $262K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +2.7% | 5,728 | $258K |
| Peterson Wealth Advisors, LLC | 0.03% | New | 5,651 | $255K |
| Heritage Wealth Management, Inc. | 0.14% | No change | 5,554 | $251K |
| Emprise Bank | 0.10% | No change | 5,553 | $251K |
| Strategic Advisory Partners, LLC | 0.19% | Reduce -30.4% | 5,427 | $245K |
| Family Office Research LLC | 0.11% | Add +0.1% | 5,386 | $243K |
| Calton & Associates, Inc. | 0.03% | New | 5,244 | $237K |
| Lodestone Wealth Management LLC | 0.09% | Add +0.2% | 5,182 | $234K |
| Composition Wealth, LLC | 0.00% | No change | 5,180 | $234K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.18% | No change | 5,158 | $233K |
| BlackRock, Inc. | 0.00% | Add +133.2% | 5,149 | $232K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,097 | $230K |
| Heritage Wealth Management, Inc./Texas | 0.10% | Reduce -39.5% | 5,039 | $227K |
| Gradient Capital Advisors, LLC | 0.06% | Add +8.7% | 5,023 | $227K |
| BOS Asset Management, LLC | 0.06% | Reduce -4.0% | 4,960 | $224K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,956 | $224K |
| Next Level Wealth Planning, LLC | 0.11% | New | 4,932 | $223K |
| CWS Financial Advisors, LLC | 0.06% | Add +10.9% | 4,910 | $222K |
| Strategent Financial, LLC | 0.15% | New | 4,815 | $217K |
| Nalls Sherbakoff Group, LLC | 0.16% | Add +0.3% | 4,776 | $215K |
| Texas Bank & Trust Co | 0.08% | New | 4,700 | $212K |
| Cresset Asset Management, LLC | 0.00% | New | 4,686 | $211K |
| Opus Financial Solutions LLC | 0.20% | Reduce -2.6% | 4,660 | $210K |
| Navigate Wealth Management, LLC | 0.15% | — | 4,302 | $210K |
| True Wealth Design, LLC | 0.06% | No change | 4,600 | $208K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -14.1% | 4,582 | $207K |
| Wealth Preservation Advisors, LLC | 0.17% | No change | 4,567 | $206K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,252 | $192K |
| Parallel Advisors, LLC | 0.00% | No change | 4,219 | $190K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,145 | $188K |
| Beacon Financial Strategies CORP | 0.10% | Add +0.0% | 3,891 | $176K |
| IFG Advisory, LLC | 0.49% | New | 3,796 | $171K |
| Salomon & Ludwin, LLC | 0.01% | No change | 3,015 | $137K |
| Wellington-Altus USA Inc. | 0.08% | New | 2,625 | $136K |
| Pillar Financial Advisors, LLC | 0.08% | Add +0.1% | 2,867 | $129K |
| Nemes Rush Group LLC | 0.01% | Reduce -6.2% | 2,710 | $122K |
| Topsail Wealth Management, LLC | 0.02% | New | 2,658 | $120K |
| Horizon Financial Services, LLC | 0.05% | New | 2,386 | $108K |
| Kings Path Partners LLC | 0.04% | No change | 2,352 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,231 | $101K |
| Synergy Investment Management, LLC | 0.03% | New | 2,000 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,875 | $85K |
| Fort Vancouver Investment Management, LLC | 0.04% | No change | 1,824 | $82K |
| Spire Wealth Management | 0.00% | New | 1,787 | $81K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -46.9% | 1,780 | $80K |
| Evolution Advisers, Inc. | 0.03% | No change | 1,699 | $76K |
| SJS Investment Consulting Inc. | 0.01% | Add +33.5% | 1,632 | $74K |
| Benson Wealth Management INC | 0.10% | No change | 1,593 | $72K |
| Asset Dedication, LLC | 0.01% | Reduce -80.2% | 1,591 | $72K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,500 | $68K |
| Phillips Financial Management, LLC | 0.00% | Reduce -15.6% | 1,402 | $63K |
| Arlington Trust Co LLC | 0.01% | No change | 1,376 | $62K |
| Banque Transatlantique SA | 0.00% | New | 1,250 | $56K |
| Orion Capital Management LLC | 0.02% | Reduce -4.4% | 1,129 | $51K |
| Cordgrass Capital Advisors, LLC | 0.01% | New | 1,117 | $50K |
| Vanguard Advisers Inc. | 0.00% | — | 1,099 | $50K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,069 | $48K |
| Grand Wealth Management, LLC | 0.02% | No change | 1,050 | $47K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 954 | $43K |
| UMB Bank, n.a. | 0.00% | No change | 920 | $42K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.3% | 803 | $36K |
| Salem Investment Counselors Inc. | 0.00% | New | 684 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | New | 487 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 431 | $19K |
| Pinney & Scofield, Inc. | 0.01% | No change | 415 | $19K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 401 | $18K |
| Kilter Group LLC | 0.01% | No change | 363 | $16K |
| Fortitude Family Office, LLC | 0.00% | Add +57.3% | 346 | $16K |
| Russell Investments Group, Ltd. | 0.00% | New | 332 | $15K |
| Operose Advisors LLC | 0.00% | No change | 308 | $14K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -47.6% | 204 | $9K |
| Hurley Capital, LLC | 0.00% | Add +64.2% | 174 | $8K |
| Quent Capital, LLC | 0.00% | Add +5.6% | 170 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 115 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $5K |
| West Financial Advisors, LLC | 0.00% | No change | 67 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 58 | $3K |
| Burk Holdings LLC | 0.00% | New | 51 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 1 | $30 |
"% 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.