Dimensional US Core Equity MDFAUETF
13F holders, Q2 2026 (June 30)602holders +25
42new positions
18sold out
4famous investors
$51.53avg. 13F price*
At the end of Q2 2026, 602 institutions reported holding Dimensional US Core Equity M (DFAU) in their 13F filings, up 25 from Q1 2026. 42 opened new positions and 18 sold out. The largest holders were Sequoia Financial Advisors, LLC ($393.2M), RVW Wealth, LLC ($249.4M) and OneDigital Investment Advisors LLC ($235.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US Core Equity M
- CUSIP
- 25434V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $84.4M |
| Exits | 18 | $11.3M |
All 13F filers, Q1 2026 → Q2 2026: 14,438,451 shares bought and 2,686,900 shares sold, net +11,751,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 602 holders
| Sequoia Financial Advisors, LLC | 1.96% | Add +3.1% | 7,607,402 | $393.2M |
| RVW Wealth, LLC | 16.42% | Add +4.2% | 4,825,000 | $249.4M |
| OneDigital Investment Advisors LLC | 1.99% | Add +3.1% | 4,562,729 | $235.8M |
| Sageworth Trust Co | 9.05% | Reduce -0.8% | 4,443,421 | $229.7M |
| Annex Advisory Services, LLC | 3.85% | Add +17.6% | 4,358,982 | $225.3M |
| Allworth Financial LP | 0.87% | Reduce -0.8% | 3,941,811 | $203.8M |
| Aquire Wealth Advisors, LLC | 42.84% | Add +5.7% | 3,613,432 | $186.8M |
| Focus Partners Wealth | 0.19% | Add +0.8% | 3,539,244 | $182.9M |
| MAI Capital Management | 0.64% | Add +370.4% | 3,277,574 | $169.4M |
| Mars Jewett Financial Group, Inc. | 34.10% | Add +4.5% | 3,259,597 | $168.5M |
| Modera Wealth Management, LLC | 1.73% | Reduce -2.6% | 3,135,937 | $162.1M |
| SYM FINANCIAL Corp | 12.62% | Add +2359.3% | 3,036,703 | $157.0M |
| Beacon Pointe Advisors, LLC | 0.71% | Add +4.9% | 2,939,806 | $152.0M |
| Kooman & Associates | 39.76% | Reduce -0.2% | 2,864,477 | $148.1M |
| Spinnaker Investment Group, LLC | 21.91% | Add +15.0% | 2,645,051 | $136.7M |
| Blankinship & Foster, LLC | 26.94% | Reduce -1.5% | 2,582,272 | $133.5M |
| AE Wealth Management LLC | 0.58% | Add +2.9% | 2,402,356 | $124.2M |
| Apella Capital, LLC | 1.56% | Reduce -1.1% | 2,130,305 | $110.2M |
| Savant Capital, LLC | 0.32% | Add +10.4% | 2,107,505 | $109.0M |
| Arista Wealth Management, LLC | 11.74% | Add +1.7% | 2,104,785 | $108.8M |
| Maseco LLP | 2.97% | Add +11.2% | 2,043,736 | $105.6M |
| Elser Financial Planning, Inc | 4.46% | Add +0.4% | 1,989,838 | $102.9M |
| WPWealth LLP | 14.01% | Reduce -1.9% | 1,826,859 | $94.4M |
| 55 North Private Wealth, LLC | 18.28% | Add +7.0% | 1,796,907 | $92.9M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Reduce -2.7% | 1,777,063 | $91.9M |
| Pioneer Wealth Management Group | 21.51% | Add +5.6% | 1,722,295 | $89.0M |
| Krilogy Financial LLC | 2.54% | Reduce -7.0% | 1,664,175 | $86.0M |
| Cetera Investment Advisers | 0.06% | Add +9.6% | 1,375,137 | $71.1M |
| Hill Island Financial LLC | 14.01% | Add +0.8% | 1,270,580 | $65.7M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.9% | 1,254,532 | $64.8M |
| HB Wealth Management, LLC | 0.36% | Reduce -2.2% | 1,250,136 | $64.6M |
| Pandowealth. LLC | 50.30% | Add +1.3% | 1,499,476 | $61.1M |
| Amicus Financial Advisors, LLC | 14.92% | Reduce -7.5% | 1,175,114 | $60.7M |
| BCM Advisors, LLC | 11.54% | Reduce -3.3% | 1,157,030 | $59.3M |
| Mariner, LLC | 0.06% | Reduce -3.3% | 1,142,829 | $59.1M |
| Meridian Wealth Partners, LLC | 7.10% | Add +1.8% | 1,134,778 | $58.7M |
| Sterling Wealth Advisors Inc | 31.77% | Add +3.4% | 1,130,815 | $58.5M |
| LPL Financial LLC | 0.01% | Add +7.2% | 1,128,224 | $58.3M |
| Austin Wealth Management, LLC | 12.26% | Add +1.4% | 1,126,791 | $58.0M |
| Curio Wealth, LLC | 17.77% | Add +5.4% | 1,108,237 | $57.3M |
| Diversify Advisory Services, LLC | 0.95% | New | 1,097,631 | $56.3M |
| Diversify Wealth Management, LLC | 0.95% | Reduce -0.7% | 1,097,631 | $56.3M |
| Essential Planning, LLC. | 15.74% | Reduce -4.8% | 1,077,468 | $55.7M |
| Keating Financial Advisory Services, Inc. | 7.27% | Add +15.1% | 1,068,781 | $55.2M |
| Note Advisors, LLC | 23.77% | Add +13.2% | 1,060,382 | $54.8M |
| Brighton Jones LLC | 0.98% | Add +2.0% | 1,015,273 | $52.5M |
| AlphaStar Capital Management, LLC | 3.28% | Add +13.8% | 999,111 | $51.6M |
| Alpha Financial Advisors, LLC | 14.28% | Add +4.0% | 990,171 | $51.2M |
| VeraBank, N.A. | 8.30% | Add +10.2% | 970,684 | $50.2M |
| Valued Wealth Advisors LLC | 18.03% | Reduce -0.1% | 959,941 | $49.6M |
| TCP Asset Management, LLC | 5.62% | Add +0.9% | 958,294 | $49.5M |
| CVA Family Office, LLC | 4.44% | Add +14.0% | 948,466 | $49.0M |
| AdvisorNet Financial, Inc | 2.21% | Reduce -11.9% | 933,907 | $48.3M |
| Advisory Alpha, LLC | 1.16% | Add +7.5% | 913,266 | $47.2M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +0.3% | 900,201 | $46.5M |
| Corient Private Wealth LP | 0.06% | Reduce -1.5% | 897,078 | $46.4M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -1.7% | 889,600 | $46.0M |
| SC&H Financial Advisors, Inc. | 6.06% | Add +1.2% | 883,580 | $45.7M |
| Plancorp, LLC | 1.10% | Add +9.4% | 868,094 | $45.0M |
| Fonville Wealth Management LLC | 7.09% | Reduce -0.9% | 840,001 | $43.4M |
| ACT Advisors, LLC. | 14.01% | Add +14.4% | 815,514 | $42.2M |
| Live Oak Private Wealth LLC | 5.19% | Add +99.6% | 803,153 | $41.5M |
| Highland Financial Advisors, LLC | 9.03% | Reduce -1.9% | 794,482 | $41.1M |
| Timonier Family Office, LTD. | 11.54% | — | 790,436 | $40.9M |
| Two West Capital Advisors LLC | 20.18% | Reduce -0.2% | 790,439 | $40.6M |
| Baird Financial Group, Inc. | 0.05% | Add +16.1% | 747,813 | $38.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.1% | 738,172 | $38.2M |
| Physician Wealth Solutions Inc. | 14.41% | Add +3.0% | 735,418 | $38.0M |
| Yardley Wealth Management LLC | 17.18% | Add +2.7% | 731,553 | $37.8M |
| Wealthspire Advisors, LLC | 0.21% | Reduce -10.7% | 727,590 | $37.6M |
| Bay Harbor Wealth Management, LLC | 8.47% | Add +0.3% | 710,366 | $36.7M |
| Private Wealth Management Group, LLC | 8.50% | Add +5.4% | 708,536 | $36.6M |
| Creative Planning | 0.02% | Reduce -0.5% | 705,296 | $36.5M |
| Pathstone Holdings, LLC | 0.11% | Add +3.2% | 702,119 | $36.3M |
| Zhang Financial LLC | 1.04% | Reduce -2.9% | 688,300 | $35.6M |
| Allegiance Financial Group Advisory Services LLC | 6.03% | Add +8.7% | 673,456 | $34.8M |
| UBS Group AG | 0.01% | Add +2.4% | 648,320 | $33.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +16.4% | 646,494 | $33.4M |
| Kure Advisory, LLC | 15.45% | Add +7.2% | 630,484 | $32.6M |
| Osaic Holdings, Inc. | 0.04% | Add +5.0% | 629,305 | $32.5M |
| Liberty Wealth Management LLC | 4.06% | No change | 719,165 | $32.5M |
| Keystone Financial Group, Inc. | 16.85% | Add +2.4% | 620,943 | $32.1M |
| Spectrum Investment Advisors, Inc. | 13.10% | Reduce -4.1% | 620,035 | $32.0M |
| M Wealth Management, LLC | 24.20% | Reduce -3.5% | 596,038 | $30.8M |
| Bank of America Corp. | 0.00% | Add +2.8% | 584,237 | $30.2M |
| Heritage Investment Group, Inc. | 4.03% | Add +1.1% | 579,824 | $30.0M |
| Shira Ridge Wealth Management | 10.26% | Add +0.8% | 568,889 | $29.4M |
| Awm Capital, LLC | 2.35% | Reduce -3.3% | 567,016 | $29.3M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 554,983 | $28.7M |
| Morling Financial Advisors, LLC | 7.78% | Add +0.3% | 540,576 | $27.9M |
| Betterment LLC | 0.05% | Reduce -3.9% | 536,301 | $27.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.21% | Add +1.0% | 528,385 | $27.3M |
| Entrewealth, LLC | 10.08% | Add +5.0% | 511,377 | $27.2M |
| Envision Financial Planning, LLC | 8.82% | Add +0.1% | 524,562 | $27.1M |
| Mission Wealth Management, LP | 0.34% | Add +11.1% | 522,024 | $27.0M |
| Arax Advisory Partners | 0.18% | Add +63.6% | 517,726 | $26.8M |
| JFS Wealth Advisors, LLC | 1.28% | Add +2.5% | 498,319 | $25.8M |
| Quantum Financial Advisors, LLC | 2.53% | Add +1.4% | 494,933 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +66.1% | 491,652 | $25.4M |
| Tassel Capital Management, Inc. | 11.29% | Add +18.8% | 466,873 | $24.1M |
| Sax Wealth Advisors, LLC | 0.97% | Add +25.9% | 530,831 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 445,353 | $22.9M |
| Claris Advisors, LLC / Mo / | 5.68% | Reduce -2.8% | 421,038 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.6% | 419,019 | $21.7M |
| Perigon Wealth Management, LLC | 0.34% | Add +1.0% | 413,676 | $21.4M |
| Stadion Money Management, LLC | 1.83% | Reduce -8.9% | 411,777 | $21.3M |
| Tortoise Investment Management, LLC | 1.56% | Add +0.8% | 404,352 | $20.9M |
| Park Avenue Securities LLC | 0.13% | Add +31.5% | 404,131 | $20.9M |
| Jacobi Capital Management LLC | 1.02% | Add +4.8% | 402,435 | $20.8M |
| Physician Wealth Advisors, Inc. | 2.34% | Reduce -0.6% | 379,438 | $19.6M |
| Maryland Capital Advisors Inc. | 6.27% | — | 378,629 | $19.6M |
| Sollinda Capital Management LLC | 4.16% | Add +12.5% | 377,167 | $19.5M |
| Raymond James Financial Inc. | 0.01% | Add +26.3% | 359,514 | $18.6M |
| Security Financial Services, INC. | 2.39% | Reduce -0.7% | 332,958 | $17.2M |
| Weinberger Asset Management, Inc | 5.33% | Add +12.8% | 321,265 | $16.6M |
| Ledgewood Wealth Advisors, LLC | 8.73% | Reduce -2.3% | 318,174 | $16.4M |
| Navigoe, LLC | 8.55% | Add +4.9% | 316,252 | $16.3M |
| North Capital, Inc. | 12.28% | Add +3.3% | 314,380 | $16.3M |
| Clarity Capital Advisors, LLC | 6.77% | Reduce -9.0% | 312,273 | $16.1M |
| Legacy Financial Group, Inc. | 3.75% | Reduce -5.7% | 310,597 | $16.1M |
| Prudent Man Investment Management, Inc. | 5.44% | Reduce -6.7% | 340,877 | $16.0M |
| Great Point Wealth Advisors, LLC | 2.56% | Reduce -0.6% | 306,263 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +30.9% | 301,432 | $15.7M |
| Hutchinson Capital Management | 2.67% | Add +1.8% | 301,928 | $15.6M |
| Assetmark, Inc. | 0.03% | Add +4.3% | 298,918 | $15.5M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -5.0% | 297,450 | $15.4M |
| Jackson Thornton Wealth Management, LLC | 1.21% | Reduce -1.3% | 295,145 | $15.3M |
| Platform Wealth Management, LLC | 5.12% | — | 270,773 | $14.0M |
| AQR Capital Management | 0.00% | Add +5.3% | 269,132 | $13.9M |
| Centennial Bank | 4.48% | Add +0.4% | 269,084 | $13.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -1.5% | 265,605 | $13.7M |
| MML Investors Services, LLC | 0.03% | Add +7.3% | 259,936 | $13.4M |
| Larry Mathis Financial Planning, LLC | 10.06% | Add +38.5% | 255,415 | $13.2M |
| Lauer Wealth, LLC | 8.92% | Add +5.4% | 251,668 | $13.1M |
| Canopy Partners, LLC | 3.92% | Reduce -0.8% | 252,296 | $13.0M |
| Firethorn Wealth Partners, LLC | 4.20% | Add +7.6% | 251,920 | $13.0M |
| First Financial Group Corp | 9.38% | Reduce -0.2% | 251,177 | $13.0M |
| Johnson Wealth Management, LLC | 5.43% | Reduce -1.4% | 247,940 | $12.8M |
| Cherrydale Wealth Management, LLC | 3.35% | Reduce -0.1% | 247,700 | $12.8M |
| IFP Advisors, Inc | 0.23% | Add +13.6% | 246,034 | $12.7M |
| Sowell Financial Services LLC | 0.39% | Add +2.3% | 232,961 | $12.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.20% | Reduce -6.5% | 232,186 | $12.0M |
| Prodigy Asset Management LLC | 3.56% | Add +1.7% | 228,674 | $11.8M |
| HTG Investment Advisors, Inc. | 3.03% | Add +0.4% | 228,534 | $11.8M |
| VSM Wealth Advisory, LLC | 3.10% | Add +1.8% | 226,108 | $11.7M |
| Oak Wealth Advisors LLC | 5.53% | Reduce -0.9% | 223,132 | $11.5M |
| FMB Wealth Management | 4.12% | Reduce -0.3% | 216,757 | $11.2M |
| Glass Jacobson Investment Advisors llc | 3.44% | Reduce -3.5% | 213,844 | $11.1M |
| Parkwoods Wealth Partners, LLC | 1.76% | Reduce -5.9% | 212,132 | $11.0M |
| Pacific Asset Management, LLC | 5.37% | Add +3.9% | 211,750 | $10.9M |
| Invst, LLC | 1.02% | Add +11.8% | 202,649 | $10.5M |
| FinDec Wealth Services, Inc. | 12.36% | Reduce -5.7% | 202,390 | $10.5M |
| Syverson Strege & Co | 2.27% | Reduce -7.0% | 201,662 | $10.4M |
| Vise Technologies, Inc. | 0.12% | Add +48.2% | 201,633 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1651.8% | 200,272 | $10.4M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -1.1% | 201,280 | $10.3M |
| Root Financial Partners, LLC | 0.39% | Reduce -11.4% | 194,759 | $10.1M |
| Semitam Bonam LLC | 7.36% | Add +3.7% | 193,912 | $10.0M |
| American Capital Advisory, LLC | 3.55% | Reduce -0.1% | 188,177 | $9.7M |
| International Private Wealth Advisors LLC | 4.98% | Add +0.6% | 187,100 | $9.7M |
| Vigil Wealth Management, LLC | 6.85% | Add +1.0% | 185,766 | $9.6M |
| Kennedy Investment Group, Inc. | 3.20% | Add +7.1% | 182,548 | $9.4M |
| Capital Investment Advisory Services, LLC | 0.57% | Add +14.4% | 178,631 | $9.2M |
| Abel Hall, LLC | 1.56% | Reduce -3.1% | 175,068 | $9.0M |
| Lido Advisors, LLC | 0.03% | Reduce -51.4% | 174,146 | $9.0M |
| Forteris Wealth Management Inc. | 7.30% | Add +5.9% | 172,682 | $8.9M |
| My Personal CFO, LLC | 3.47% | Add +2.9% | 171,829 | $8.9M |
| Aspen Wealth Management LLC | 1.43% | Reduce -0.3% | 162,547 | $8.4M |
| Diversified Portfolios, Inc. | 0.61% | Reduce -0.5% | 162,068 | $8.4M |
| Mattern Wealth Management LLC | 1.37% | Add +6.6% | 161,282 | $8.3M |
| 3 Factor Indexing, LLC | 7.02% | Reduce -4.7% | 160,460 | $8.3M |
| Summit Wealth Group LLC / Co. | 0.65% | Reduce -5.0% | 152,412 | $7.9M |
| Morton Capital Management LLC | 1.06% | Add +0.6% | 150,195 | $7.8M |
| Chico Wealth RIA | 4.03% | No change | 149,602 | $7.7M |
| Cerity Partners LLC | 0.01% | Reduce -21.0% | 148,605 | $7.7M |
| World Investment Advisors | 0.13% | No change | 170,133 | $7.7M |
| GEM Asset Management, LLC | 3.01% | Reduce -0.3% | 147,986 | $7.6M |
| Quad-Cities Investment Group, LLC | 2.70% | Add +5.5% | 145,522 | $7.5M |
| Hardy Reed LLC | 0.47% | Reduce -0.1% | 140,652 | $7.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.2% | 140,337 | $7.3M |
| Keb Asset Management, LLC | 1.16% | Add +2.4% | 139,068 | $7.2M |
| Aegis Wealth Management LLC | 3.36% | Reduce -3.1% | 138,404 | $7.2M |
| Croban | 3.14% | Add +0.4% | 137,823 | $7.1M |
| Wealth Advisors Northwest LLC | 2.43% | Reduce -7.5% | 137,605 | $7.1M |
| JDH Wealth Management, LLC | 4.33% | Reduce -5.5% | 137,571 | $7.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +10.4% | 130,865 | $6.8M |
| Ancora Advisors LLC | 0.13% | Add +9.9% | 130,337 | $6.7M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.6% | 128,805 | $6.7M |
| Level Wealth Management LLC | 2.66% | Reduce -0.7% | 128,693 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.6% | 124,918 | $6.5M |
| APS Management Group, Inc. | 4.95% | Add +1.4% | 124,657 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +6.7% | 123,997 | $6.4M |
| Rather & Kittrell, Inc. | 0.89% | Reduce -1.1% | 123,101 | $6.4M |
| Dodds Wealth, LLC | 1.43% | Reduce -5.2% | 122,830 | $6.3M |
| Revolve Wealth Partners, LLC | 0.66% | New | 122,778 | $6.3M |
| Signature Resources Capital Management, LLC | 2.49% | Reduce -0.7% | 122,318 | $6.3M |
| Cypress Point Wealth Management, LLC | 1.28% | Reduce -0.5% | 121,818 | $6.3M |
| Waterfront Wealth Inc. | 0.98% | Reduce -0.4% | 120,660 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +21.6% | 120,928 | $6.3M |
| RFG Advisory, LLC | 0.10% | Reduce -1.7% | 118,752 | $6.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.78% | Add +5.3% | 118,653 | $6.1M |
| Andrews, Lucia Wealth Management LLC | 3.19% | Reduce -1.8% | 117,794 | $6.1M |
| Alkeme Wealth, LLC | 2.32% | Add +16.4% | 117,208 | $6.1M |
| Sanchez Levi Garrett | 3.25% | Add +0.0% | 115,989 | $6.0M |
| Accurate Wealth Management, LLC | 0.56% | Add +451.5% | 112,843 | $5.9M |
| TCI Wealth Advisors, Inc. | 0.25% | Add +9.6% | 111,984 | $5.8M |
| Robinson Smith Wealth Advisors LLC | 3.43% | Add +4.1% | 110,734 | $5.7M |
| CSP Financial Group, LLC | 4.69% | Reduce -2.1% | 106,552 | $5.5M |
| Tableaux LLC | 2.23% | Reduce -2.7% | 102,617 | $5.3M |
| Waverly Advisors, LLC | 0.03% | Reduce -7.0% | 102,081 | $5.3M |
| Noble Wealth Partners LLC | 4.43% | — | 98,578 | $5.1M |
| Fiduciary Financial Group, LLC | 0.56% | Reduce -3.0% | 96,362 | $5.0M |
| Magnolia Capital Advisors LLC | 0.85% | Add +5.4% | 96,061 | $5.0M |
| Elevation Wealth Partners, LLC | 1.49% | Reduce -0.7% | 95,977 | $5.0M |
| Twin Cities Retirement Group LLC | 4.20% | Reduce -4.0% | 94,990 | $4.9M |
| BluePrint Investing LLC | 4.06% | No change | 93,476 | $4.8M |
| J Hagan Capital, Inc. | 2.23% | Add +1.1% | 93,280 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.68% | Add +9.6% | 92,522 | $4.8M |
| 180 Wealth Advisors, LLC | 0.48% | Add +2.5% | 92,471 | $4.8M |
| ARK & TLK Investments, LLC | 1.13% | Reduce -0.1% | 88,464 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -52.5% | 87,664 | $4.5M |
| Retirement Solution LLC | 0.88% | Reduce -6.3% | 87,483 | $4.5M |
| Seamount Financial Group Inc. | 1.81% | Add +1.1% | 86,794 | $4.5M |
| Cowa, LLC | 1.21% | Add +0.5% | 86,560 | $4.5M |
| Savvy Advisors, Inc. | 0.09% | Add +4.2% | 85,685 | $4.4M |
| Strategic Investment Solutions, Inc. | 0.99% | Reduce -2.5% | 84,013 | $4.3M |
| G2 Capital Management, LLC / Oh | 0.94% | Add +14.4% | 83,773 | $4.3M |
| Quarry Hill Advisors, LLC | 1.64% | Reduce -0.5% | 82,388 | $4.3M |
| Tandem Financial, LLC | 1.33% | Reduce -5.7% | 80,002 | $4.1M |
| Arkadios Wealth Advisors | 0.06% | Add +48.6% | 79,532 | $4.1M |
| Burton Enright Welch | 0.48% | Reduce -7.7% | 79,505 | $4.1M |
| Sageworth Trust Co of South Dakota | 2.52% | Reduce -1.0% | 78,867 | $4.1M |
| HFG Wealth Management, LLC | 4.08% | Reduce -38.4% | 78,396 | $4.1M |
| Vantage Point Financial LLC | 1.24% | Reduce -1.6% | 78,377 | $4.1M |
| Red Lighthouse Investment Management, LLC | 1.20% | No change | 78,084 | $4.0M |
| HMV Wealth Advisors, LLC | 1.56% | Add +2.3% | 77,607 | $4.0M |
| Stratos Investment Management, LLC | 0.14% | Add +0.1% | 77,284 | $4.0M |
| Washington Trust Advisors, Inc. | 0.30% | Add +18.4% | 76,973 | $4.0M |
| Milestone Asset Management Group, LLC | 1.99% | Add +9.3% | 76,277 | $3.9M |
| V2 Financial group LLC | 1.45% | Add +139.8% | 75,208 | $3.9M |
| AssuredPartners Investment Advisors, LLC | 0.38% | Add +8.0% | 74,866 | $3.9M |
| Strategic Wealth Advisors LLC | 3.29% | Reduce -3.5% | 82,320 | $3.9M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -4.3% | 73,679 | $3.8M |
| Investmark Advisory Group LLC | 1.43% | Add +2.2% | 72,950 | $3.8M |
| Versant Capital Management, Inc | 0.33% | Add +3.2% | 72,253 | $3.7M |
| SwitchPoint Financial Planning, LLC | 2.15% | No change | 72,101 | $3.7M |
| Axxcess Wealth Management, LLC | 0.06% | New | 71,884 | $3.7M |
| FreeGulliver LLC | 1.31% | Add +9.7% | 71,843 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +28.1% | 70,795 | $3.7M |
| Melfa Wealth Management, Inc. | 1.94% | Reduce -1.4% | 69,457 | $3.6M |
| Financial Alternatives, Inc | 1.75% | Reduce -0.1% | 68,638 | $3.5M |
| Altiora Financial Group, LLC | 0.56% | Add +0.2% | 68,359 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +4.5% | 67,664 | $3.5M |
| Capstone Financial Advisors, Inc. | 0.17% | Add +14.2% | 67,306 | $3.5M |
| Catalyst Private Wealth, LLC | 1.67% | Reduce -4.6% | 67,068 | $3.5M |
| SpringVest Wealth Management LLC | 2.17% | Add +3.9% | 66,872 | $3.5M |
| Donalies Financial Planning, LLC | 2.53% | Add +0.0% | 66,287 | $3.4M |
| Concord Wealth Partners | 0.39% | Add +10.7% | 65,371 | $3.4M |
| Meritas Wealth Management, LLC | 1.25% | No change | 62,102 | $3.2M |
| Kane Co Wealth Management, Inc. | 2.43% | Add +0.9% | 62,017 | $3.2M |
| IHT Wealth Management, LLC | 0.07% | Add +15.3% | 61,940 | $3.2M |
| Nuveen, LLC | 0.00% | New | 60,591 | $3.1M |
| Legacy Capital Wealth Partners, LLC | 0.59% | Reduce -9.0% | 60,003 | $3.1M |
| ERn Financial, LLC | 0.51% | Reduce -1.7% | 59,969 | $3.1M |
| Ballast Rock Private Wealth LLC | 1.43% | Reduce -1.5% | 59,866 | $3.1M |
| Raffa Wealth Management, LLC | 0.38% | Add +0.6% | 58,116 | $3.0M |
| Smartleaf Asset Management LLC | 0.10% | No change | 58,237 | $3.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -4.0% | 56,510 | $2.9M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 55,498 | $2.9M |
| Choreo, LLC | 0.03% | Add +0.2% | 55,093 | $2.8M |
| Werba Rubin Papier Wealth Management | 0.34% | Add +22.8% | 54,597 | $2.8M |
| Herold Advisors, Inc. | 0.55% | Add +2.1% | 54,267 | $2.8M |
| Elevate Wealth Advisory, Inc. | 1.55% | Add +0.4% | 52,418 | $2.7M |
| Rehmann Capital Advisory Group | 0.12% | Add +0.8% | 51,945 | $2.7M |
| Pinnacle Financial Group, LLC / IL | 0.65% | Reduce -1.3% | 51,876 | $2.7M |
| Cahill Financial Advisors Inc. | 0.25% | No change | 51,072 | $2.6M |
| RCS Financial Planning, LLC | 1.24% | Reduce -0.4% | 50,501 | $2.6M |
| Earned Wealth Advisors, LLC | 0.17% | Reduce -2.8% | 50,042 | $2.6M |
| LRI Investments, LLC | 0.21% | Reduce -0.9% | 50,010 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +10.9% | 49,844 | $2.6M |
| Cogent Strategic Wealth LLC | 2.44% | Reduce -0.5% | 49,594 | $2.6M |
| Verisail Partners, LLC | 0.94% | Add +1.0% | 49,025 | $2.5M |
| GWN Securities Inc. | 0.42% | Reduce -1.7% | 48,827 | $2.5M |
| Capstone Wealth Management, LLC | 1.16% | No change | 48,381 | $2.5M |
| Greenspring Advisors, LLC | 0.14% | Add +0.2% | 47,382 | $2.4M |
| MB Generational Wealth, LLC | 1.18% | Add +3.5% | 46,544 | $2.4M |
| Parkshore Wealth Management, Inc. | 0.66% | Reduce -0.8% | 44,210 | $2.3M |
| Woodside Wealth Management LLC | 1.58% | Add +10.4% | 43,894 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -9.5% | 42,666 | $2.2M |
| XY Planning Network, Inc. | 0.27% | Add +43.8% | 41,643 | $2.2M |
| Forum Financial Management, LP | 0.03% | Reduce -0.1% | 41,354 | $2.1M |
| Hiley Hunt Wealth Management | 0.83% | Reduce -0.6% | 40,833 | $2.1M |
| Tanglewood Legacy Advisors, LLC | 0.68% | No change | 40,517 | $2.1M |
| American Investment Services, Inc. | 0.44% | Reduce -0.1% | 40,412 | $2.1M |
| Fiduciary Financial Advisors | 0.21% | New | 40,312 | $2.1M |
| Lionshead Wealth Management, LLC | 1.35% | Add +2.4% | 40,232 | $2.1M |
| Vestia Personal Wealth Advisors | 0.80% | Add +0.5% | 39,753 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.4% | 39,298 | $2.0M |
| Keel Point, LLC | 0.12% | Add +4.6% | 39,188 | $2.0M |
| Rockbridge Investment Management, LCC | 0.16% | Reduce -2.5% | 38,438 | $2.0M |
| Forum Private Client Group LLC | 0.59% | Add +6.8% | 38,273 | $2.0M |
| Cardiff Park Advisors, LLC | 0.15% | Add +0.1% | 37,933 | $2.0M |
| Marshall Financial Group, LLC | 0.28% | Reduce -0.6% | 36,958 | $1.9M |
| Everest Financial Group LLC | 0.25% | Add +0.1% | 36,138 | $1.9M |
| CGN Advisors LLC | 0.14% | Reduce -35.6% | 36,057 | $1.9M |
| SJS Investment Consulting Inc. | 0.20% | Add +2090.7% | 35,752 | $1.8M |
| Gutierrez Wealth Advisory, LLC | 1.07% | Reduce -0.1% | 35,725 | $1.8M |
| Forthright Family Wealth Advisory LLC | 1.02% | Reduce -26.5% | 34,823 | $1.8M |
| Berger Financial Group, Inc | 0.09% | Reduce -25.0% | 34,710 | $1.8M |
| Olistico Wealth, LLC | 0.77% | Reduce -0.4% | 34,683 | $1.8M |
| Shore Point Advisors, LLC | 0.61% | Reduce -0.4% | 34,341 | $1.8M |
| Factor Wealth Management LTD | 0.27% | Reduce -37.7% | 33,909 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 33,828 | $1.7M |
| Beckerman Institutional, LLC | 0.82% | Add +0.3% | 33,537 | $1.7M |
| Seneschal Advisors, LLC | 1.18% | Add +17.4% | 33,344 | $1.7M |
| M Holdings Securities, Inc. | 0.23% | Reduce -85.0% | 33,326 | $1.7M |
| Financial Symmetry Inc | 0.57% | Reduce -4.3% | 33,065 | $1.7M |
| Rialto Wealth Management, LLC | 0.34% | Reduce -0.3% | 32,807 | $1.7M |
| Selective Wealth Management, Inc. | 0.44% | Reduce -19.7% | 32,436 | $1.7M |
| Kaufman Rossin Wealth, LLC | 0.79% | Reduce -0.3% | 31,940 | $1.7M |
| Financial Plan, Inc. | 0.16% | Reduce -0.8% | 31,772 | $1.6M |
| Langley Wealth Management, LLC | 1.60% | — | 31,712 | $1.6M |
| Retirement Guys Formula LLC | 0.61% | Reduce -3.3% | 31,269 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -2.9% | 30,958 | $1.6M |
| Lauterbach Financial Advisors, LLC | 0.68% | Reduce -5.2% | 30,585 | $1.6M |
| Innovative Asset Advisors Group, LLC | 0.68% | Reduce -2.1% | 30,221 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +27.8% | 28,957 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Add +13.2% | 28,670 | $1.5M |
| Squire Investment Management Company, LLC | 0.35% | Reduce -10.6% | 28,448 | $1.5M |
| Lexington Hill Partners, LLC | 0.71% | Add +0.2% | 28,417 | $1.5M |
| Oceanside Advisors LLC | 0.74% | Add +0.5% | 28,332 | $1.5M |
| Inscription Capital, LLC | 0.13% | No change | 28,316 | $1.5M |
| Sincerus Advisory, LLC | 0.99% | Reduce -5.2% | 28,148 | $1.5M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.4% | 27,754 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.9% | 27,042 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -2.2% | 27,030 | $1.4M |
| Renaissance Technologies | 0.00% | New | 27,000 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -0.1% | 26,887 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -15.5% | 26,624 | $1.4M |
| Morris Financial Concepts, Inc. | 0.42% | Reduce -0.6% | 26,580 | $1.4M |
| Peirce Capital Management, LLC | 0.49% | No change | 26,054 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.6% | 25,667 | $1.3M |
| Bank of Montreal | 0.00% | Add +157.2% | 25,633 | $1.3M |
| Vertex Planning Partners, LLC | 0.19% | Add +0.3% | 25,320 | $1.3M |
| Evanson Financial, LLC | 0.06% | — | 25,195 | $1.3M |
| Balance Wealth Partners LLC | 0.34% | Reduce -29.4% | 25,041 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.0% | 24,838 | $1.3M |
| Cloud Capital Management, LLC | 0.45% | Add +0.2% | 24,037 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.35% | Reduce -7.4% | 23,912 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.42% | Reduce -4.0% | 23,827 | $1.2M |
| Powerhouse Assets LLC | 1.00% | Reduce -0.4% | 23,653 | $1.2M |
| Huntleigh Advisors, Inc. | 0.17% | Add +0.1% | 23,486 | $1.2M |
| Northwest Wealth Management, LLC | 0.16% | Reduce -1.8% | 23,098 | $1.2M |
| Csenge Advisory Group | 0.05% | Add +4.4% | 22,516 | $1.2M |
| Trailhead Planners LLC | 1.12% | Reduce -2.7% | 22,497 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.28% | Reduce -1.4% | 22,314 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | — | 22,281 | $1.2M |
| FMR LLC | 0.00% | Add +0.9% | 21,935 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Reduce -49.8% | 21,845 | $1.1M |
| Apollon Financial, LLC | 0.13% | No change | 21,833 | $1.1M |
| Warburton Capital Management, LLC | 0.46% | Add +4.4% | 21,816 | $1.1M |
| Mayport, LLC | 0.17% | No change | 21,667 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -14.2% | 21,168 | $1.1M |
| Ares Financial Consulting, LLC | 0.78% | Reduce -29.5% | 21,124 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 20,994 | $1.1M |
| Auxano Advisors, LLC | 0.20% | Reduce -9.3% | 20,925 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.43% | No change | 19,942 | $1.1M |
| Investment Advisory Group, LLC | 0.23% | Reduce -6.0% | 20,504 | $1.1M |
| Gould Asset Management LLC | 0.17% | Reduce -3.3% | 20,460 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.22% | Add +23.5% | 19,985 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +56.1% | 19,408 | $1.0M |
| Stewardship Advisors, LLC | 0.21% | Add +1.1% | 19,176 | $991K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +46.0% | 19,063 | $985K |
| BlackRock, Inc. | 0.00% | Add +269.6% | 19,031 | $984K |
| Allodium Investment Consultants, LLC | 0.41% | Reduce -2.1% | 18,511 | $957K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +1.5% | 18,504 | $956K |
| Longview Financial Advisors LLC | 0.47% | Reduce -0.6% | 18,462 | $954K |
| Optimus Capital Advisors, LLC | 0.51% | Add +3.3% | 18,324 | $947K |
| First National Bank Sioux Falls | 0.26% | No change | 19,407 | $941K |
| C M Bidwell & Associates Ltd. | 0.38% | Reduce -0.2% | 17,766 | $918K |
| SageOak Financial, LLC | 0.60% | Reduce -7.0% | 17,740 | $917K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +95.0% | 17,626 | $911K |
| XTX Topco Ltd | 0.01% | New | 17,407 | $900K |
| Mgo One Seven LLC | 0.01% | Reduce -7.7% | 17,374 | $898K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 17,359 | $897K |
| ELCO Management Co., LLC | 0.38% | No change | 17,012 | $879K |
| Colony Family Offices, LLC | 0.19% | No change | 16,930 | $875K |
| Mason & Associates, LLC | 0.18% | No change | 16,909 | $874K |
| Flow Traders U.S. LLC | 0.04% | New | 16,708 | $864K |
| City State Bank | 0.20% | Add +12.3% | 16,660 | $861K |
| Titleist Asset Management, LLC | 0.06% | Add +83.0% | 16,558 | $856K |
| DAVENPORT & Co LLC | 0.00% | Reduce -19.7% | 16,324 | $844K |
| Optima Capital LLC | 0.33% | Add +0.1% | 16,265 | $841K |
| Barrett & Company, Inc. | 0.24% | Reduce -2.1% | 16,246 | $840K |
| Wheels Up Wealth, Inc. | 0.69% | No change | 15,766 | $815K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -60.8% | 15,728 | $813K |
| Advisory Services Network, LLC | 0.01% | Add +7.1% | 15,289 | $790K |
| Medallion Wealth Advisors, LLC | 0.25% | Reduce -2.4% | 15,227 | $787K |
| Yoder Wealth Management, Inc. | 0.31% | Reduce -20.9% | 15,154 | $783K |
| Smith Salley Wealth Management | 0.03% | New | 14,727 | $761K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 14,574 | $753K |
| Jane Street Group, LLC | 0.00% | Reduce -28.7% | 14,410 | $745K |
| Brown Advisory Inc. | 0.00% | Add +41.8% | 14,356 | $742K |
| Demming Financial Services Corp. | 0.47% | Add +0.4% | 14,268 | $737K |
| DecisionPoint Financial, LLC | 0.13% | Reduce -0.2% | 13,917 | $718K |
| Rossby Financial, LCC | 0.13% | Add +1.1% | 13,882 | $718K |
| Woodward Financial Advisors, Inc. | 0.24% | — | 13,605 | $703K |
| Cardinal Point Capital Management ULC | 0.04% | Add +0.2% | 13,519 | $699K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -17.0% | 13,106 | $688K |
| SLT Holdings LLC | 0.44% | Reduce -64.4% | 13,251 | $685K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 13,131 | $679K |
| Bay Capital Advisors, LLC | 0.36% | Add +0.0% | 13,049 | $675K |
| Quantinno Capital Management LP | 0.00% | Add +2.0% | 12,871 | $665K |
| Axis Wealth Partners, LLC | 0.32% | Add +0.1% | 12,864 | $665K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 12,844 | $664K |
| Financial Harvest, LLC | 0.27% | Add +0.0% | 12,575 | $650K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -1.0% | 12,549 | $649K |
| Cypress Wealth Services, LLC | 0.08% | Add +0.1% | 12,332 | $637K |
| Annandale Capital, LLC | 0.09% | No change | 11,932 | $617K |
| Nalls Sherbakoff Group, LLC | 0.44% | Add +148.9% | 11,887 | $614K |
| Facet Wealth, Inc. | 0.01% | Add +5.2% | 11,879 | $614K |
| Strathmore Capital Advisors, Inc. | 0.16% | Reduce -5.9% | 11,782 | $610K |
| Triune Financial Partners, LLC | 0.13% | No change | 11,616 | $600K |
| Thompson David Blair | 0.30% | Reduce -17.8% | 11,550 | $597K |
| Private Trust Co. NA | 0.05% | No change | 11,382 | $588K |
| Aerodigm Wealth, LLC | 0.20% | No change | 11,209 | $579K |
| Dixon Fnancial Services, Inc. | 0.23% | Add +0.9% | 10,905 | $564K |
| May Hill Capital, LLC | 0.12% | Add +0.2% | 10,796 | $558K |
| RHS Financial, LLC | 0.22% | Add +60.9% | 10,700 | $553K |
| Freedom Financial Partners LLC | 0.18% | Add +0.2% | 10,697 | $553K |
| ATLas Financial Planning LLC | 0.45% | Reduce -4.5% | 10,689 | $553K |
| Compass Advisory Group LLC | 0.13% | No change | 10,632 | $550K |
| Foundry Financial LLC | 0.18% | Add +1.5% | 10,548 | $545K |
| Sigma Planning Corp | 0.01% | Reduce -0.8% | 10,470 | $541K |
| Patten & Patten Inc. | 0.03% | Reduce -2.9% | 10,450 | $540K |
| Luminvest Wealth Management LLC | 0.12% | Reduce -3.8% | 10,342 | $535K |
| HBE Wealth Management, LLC | 0.38% | Reduce -1.5% | 10,274 | $531K |
| tru Independence LLC | 0.23% | No change | 10,028 | $518K |
| Lynch Investment Planning, LLC | 0.40% | Reduce -18.7% | 9,979 | $516K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -10.3% | 9,865 | $510K |
| Glassman Wealth Services | 0.06% | No change | 9,860 | $510K |
| Equitable Holdings, Inc. | 0.00% | Add +61.3% | 9,829 | $508K |
| Eldridge Investment Advisors, Inc. | 0.10% | Add +0.0% | 9,794 | $506K |
| Vistica Wealth Advisors, LLC | 0.43% | Reduce -3.8% | 9,655 | $499K |
| Tranquility Partners, LLC | 0.17% | Reduce -3.1% | 9,596 | $496K |
| Cary Street Partners Financial LLC | 0.01% | Add +9.0% | 9,373 | $484K |
| Northern Trust Corp. | 0.00% | No change | 9,348 | $483K |
| WMG Financial Advisors, LLC | 0.17% | No change | 8,937 | $462K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 8,848 | $457K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 8,731 | $451K |
| Bayshore Asset Management, LLC | 0.16% | Reduce -19.2% | 8,705 | $450K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Add +49.8% | 8,686 | $449K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 8,682 | $449K |
| Montis Financial, LLC | 0.09% | Reduce -4.8% | 8,666 | $448K |
| Ruedi Wealth Management, Inc. | 0.10% | Reduce -0.1% | 8,641 | $447K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -11.3% | 8,612 | $445K |
| Sprinkle Financial Consultants LLC | 0.17% | Add +0.2% | 8,428 | $436K |
| Russell Investments Group, Ltd. | 0.00% | Add +2428.0% | 8,393 | $434K |
| Oath Planning, LLC | 0.32% | Reduce -4.6% | 8,353 | $432K |
| Bannerstone Capital Management, LLC | 0.36% | Add +8.6% | 8,198 | $424K |
| Cornerstone Advisory, LLC | 0.04% | No change | 8,196 | $424K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +2.4% | 8,105 | $419K |
| Safeguard Investment Advisory Group, LLC | 0.10% | New | 8,098 | $419K |
| Brookstone Capital Management | 0.00% | Add +7.0% | 8,015 | $414K |
| New Dimensions Wealth Management, LLC | 0.31% | No change | 8,009 | $414K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +31.7% | 7,850 | $406K |
| Midwest Trust Co | 0.00% | Reduce -2.2% | 7,629 | $394K |
| Riverchase Wealth Management, LLC | 0.18% | Add +0.2% | 7,597 | $393K |
| Silver Oak Advisory Group, Inc. | 0.15% | Reduce -1.3% | 7,500 | $387K |
| Porter White Investment Advisors, Inc. | 0.15% | Add +0.3% | 7,438 | $384K |
| Eclectic Associates Inc. | 0.04% | Reduce -0.8% | 7,432 | $384K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -4.7% | 7,357 | $380K |
| Lam Group, Inc. | 0.19% | Reduce -2.8% | 7,345 | $380K |
| Baker Boyer National Bank | 0.10% | No change | 7,339 | $379K |
| Fisher Asset Management | 0.00% | New | 7,326 | $379K |
| Lakeridge Wealth Management LLC | 0.14% | Reduce -53.7% | 7,268 | $376K |
| Simon Quick Advisors, LLC | 0.01% | New | 7,188 | $372K |
| OneAscent Financial Services LLC | 0.02% | No change | 7,183 | $371K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.2% | 6,942 | $359K |
| Brindle & Bay Financial Advisors, LLC | 0.18% | Add +3.7% | 6,804 | $352K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 6,781 | $351K |
| Liberty Capital Management, Inc. | 0.06% | — | 6,744 | $349K |
| Wedmont Private Capital | 0.01% | No change | 6,659 | $347K |
| Cooper Financial Group | 0.03% | Add +0.0% | 6,713 | $347K |
| Vawter Financial, Ltd. | 0.13% | No change | 6,644 | $343K |
| Kilner Capital Advisors, LLC | 0.29% | Reduce -36.5% | 6,595 | $343K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,601 | $341K |
| Pine Harbor Wealth Management, LLC | 0.09% | No change | 6,545 | $338K |
| Gordian Advisors LLC | 0.20% | Add +0.0% | 6,534 | $338K |
| Calton & Associates, Inc. | 0.05% | Add +21.6% | 6,374 | $329K |
| Signaturefd, LLC | 0.00% | Reduce -0.1% | 6,287 | $325K |
| Garrison Point Advisors, LLC | 0.13% | New | 6,283 | $325K |
| Range Advisory, LLC | 0.04% | New | 6,245 | $323K |
| Shearwater Capital LLC | 0.15% | No change | 6,225 | $322K |
| FourThought Financial Partners, LLC | 0.02% | Add +1.1% | 6,156 | $318K |
| Professional Financial Solutions LLC | 0.25% | No change | 6,139 | $317K |
| Essex Financial Services, Inc. | 0.02% | Reduce -7.2% | 6,119 | $316K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,092 | $315K |
| Core Wealth Management, Inc. | 0.09% | No change | 6,048 | $313K |
| Friday Financial | 0.08% | No change | 5,994 | $310K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,954 | $307K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,935 | $307K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -94.6% | 5,918 | $306K |
| Ascent Group, LLC | 0.01% | No change | 5,873 | $304K |
| Builder Investment Group Inc. | 0.06% | Reduce -44.8% | 5,850 | $302K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.2% | 5,847 | $302K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +0.2% | 5,664 | $293K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -2.7% | 5,575 | $288K |
| Heritage Wealth Management, Inc. | 0.14% | No change | 5,554 | $287K |
| Emprise Bank | 0.11% | Reduce -0.1% | 5,549 | $287K |
| BIP Wealth, LLC | 0.01% | New | 5,457 | $282K |
| Beacon Financial Strategies CORP | 0.14% | Add +40.1% | 5,451 | $282K |
| Strategic Advisory Partners, LLC | 0.20% | No change | 5,427 | $281K |
| Family Office Research LLC | 0.10% | Add +0.1% | 5,389 | $279K |
| CWS Financial Advisors, LLC | 0.06% | Add +9.2% | 5,361 | $277K |
| Composition Wealth, LLC | 0.00% | No change | 5,180 | $268K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.19% | No change | 5,158 | $267K |
| D. E. Shaw & Co. | 0.00% | New | 5,056 | $261K |
| Bridgewater Advisors Inc. | 0.01% | Reduce -26.4% | 4,930 | $259K |
| Stonebridge Financial Group, LLC | 0.04% | — | 5,000 | $258K |
| Heritage Wealth Management, Inc./Texas | 0.10% | Reduce -1.4% | 4,969 | $257K |
| BOS Asset Management, LLC | 0.06% | No change | 4,960 | $256K |
| Next Level Wealth Planning, LLC | 0.11% | No change | 4,932 | $255K |
| KLCM Advisors, Inc. | 0.02% | New | 4,925 | $255K |
| CENTRAL TRUST Co | 0.00% | New | 4,914 | $254K |
| Lodestone Wealth Management LLC | 0.09% | Reduce -5.6% | 4,891 | $253K |
| TD Waterhouse Canada Inc. | 0.00% | Add +17.8% | 4,882 | $252K |
| Strategent Financial, LLC | 0.14% | No change | 4,815 | $249K |
| Goelzer Investment Management, Inc. | 0.01% | New | 4,774 | $247K |
| Texas Bank & Trust Co | 0.08% | No change | 4,700 | $243K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 4,690 | $242K |
| Gradient Capital Advisors, LLC | 0.06% | Reduce -6.9% | 4,676 | $242K |
| Opus Financial Solutions LLC | 0.19% | No change | 4,660 | $241K |
| PNC Financial Services Group, Inc. | 0.00% | Add +107.3% | 4,626 | $239K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.3% | 4,624 | $239K |
| True Wealth Design, LLC | 0.06% | No change | 4,600 | $238K |
| Nemes Rush Group LLC | 0.02% | Add +69.0% | 4,580 | $237K |
| Qube Research & Technologies Ltd | 0.00% | Add +157.2% | 4,578 | $237K |
| Bryant Woods Investment Advisors, LLC | 0.07% | New | 4,554 | $235K |
| Prosperitas Financial LLC | 0.07% | New | 4,513 | $233K |
| Simplicity Wealth,LLC | 0.01% | New | 4,471 | $231K |
| VCI Wealth Management LLC | 0.06% | New | 4,418 | $228K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,405 | $228K |
| Heffernan Advisory, Inc. | 0.19% | New | 4,375 | $226K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +1.5% | 4,314 | $223K |
| Ameriprise Financial Inc. | 0.00% | New | 4,310 | $223K |
| Regions Financial Corp. | 0.00% | New | 4,301 | $222K |
| Navigate Wealth Management, LLC | 0.14% | No change | 4,302 | $222K |
| Balanced Rock Investment Advisors LLC | 0.14% | New | 4,254 | $220K |
| Parallel Advisors, LLC | 0.00% | No change | 4,219 | $218K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -9.7% | 4,139 | $214K |
| Fiduciary Alliance LLC | 0.01% | New | 3,956 | $204K |
| Planned Solutions, Inc. | 0.06% | New | 3,909 | $202K |
| Family Manage LLC | 0.02% | New | 3,870 | $200K |
| Peak Retirement Planning, Inc. | 0.03% | New | 3,825 | $198K |
| IFG Advisory, LLC | 0.01% | Reduce -0.6% | 3,773 | $195K |
| Topsail Wealth Management, LLC | 0.02% | Add +37.8% | 3,662 | $189K |
| Salomon & Ludwin, LLC | 0.01% | No change | 3,015 | $156K |
| Oakmont Advisory Group, LLC | 0.12% | New | 2,835 | $147K |
| Pillar Financial Advisors, LLC | 0.08% | Reduce -1.6% | 2,820 | $146K |
| Synergy Investment Management, LLC | 0.03% | Add +31.4% | 2,628 | $135K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -50.9% | 2,433 | $126K |
| Horizon Financial Services, LLC | 0.05% | No change | 2,386 | $123K |
| Kings Path Partners LLC | 0.03% | No change | 2,352 | $122K |
| Wellington-Altus USA Inc. | 0.08% | No change | 2,625 | $118K |
| Wells Fargo & Company | 0.00% | Reduce -82.4% | 2,147 | $111K |
| Jones Financial Companies LLLP | 0.00% | New | 1,981 | $101K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,876 | $97K |
| Evolution Advisers, Inc. | 0.03% | No change | 1,699 | $87K |
| Benson Wealth Management INC | 0.08% | No change | 1,593 | $82K |
| Asset Dedication, LLC | 0.01% | No change | 1,591 | $82K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,500 | $78K |
| Arlington Trust Co LLC | 0.01% | No change | 1,376 | $71K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,266 | $65K |
| Banque Transatlantique SA | 0.00% | No change | 1,250 | $65K |
| Phillips Financial Management, LLC | 0.00% | Reduce -17.0% | 1,164 | $60K |
| Orion Capital Management LLC | 0.02% | Add +0.5% | 1,135 | $59K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.1% | 1,098 | $57K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,069 | $55K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Add +0.3% | 957 | $49K |
| Fort Vancouver Investment Management, LLC | 0.02% | Reduce -49.5% | 922 | $48K |
| UMB Bank, n.a. | 0.00% | No change | 920 | $48K |
| Ameriflex Group, Inc. | 0.02% | New | 918 | $47K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.3% | 805 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 684 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 488 | $25K |
| Pinney & Scofield, Inc. | 0.01% | No change | 415 | $21K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 401 | $21K |
| Kilter Group LLC | 0.01% | Add +3.3% | 375 | $19K |
| Fortitude Family Office, LLC | 0.00% | No change | 346 | $18K |
| Operose Advisors LLC | 0.00% | No change | 308 | $16K |
| Buck Wealth Strategies, LLC | 0.00% | New | 248 | $13K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 204 | $11K |
| Corsicana & Co. | 0.00% | New | 180 | $9K |
| Hurley Capital, LLC | 0.00% | No change | 174 | $9K |
| Quent Capital, LLC | 0.00% | Add +0.6% | 171 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 115 | $6K |
| Key Capital Management, INC | 0.00% | New | 100 | $5K |
| West Financial Advisors, LLC | 0.00% | Add +17.9% | 79 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 58 | $3K |
| Burk Holdings LLC | 0.00% | No change | 51 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 1 | $34 |
"% 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.