Dimensional World Ex US CoreDFAXETF
13F holders, Q4 2024 (December 31)537holders +54
23new positions
30sold out
2famous investors
$24.88avg. 13F price*
At the end of Q4 2024, 537 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 54 from Q3 2024. 23 opened new positions and 30 sold out. The largest holders were Focus Partners Wealth ($272.7M), Envestnet Asset Management Inc. ($207.3M) and LPL Financial LLC ($188.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $24.7M |
| Exits | 30 | $27.5M |
All 13F filers, Q3 2024 → Q4 2024: 13,693,855 shares bought and 7,872,068 shares sold, net +5,821,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 537 holders
| Focus Partners Wealth | 0.71% | Reduce -1.3% | 10,968,283 | $272.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -8.3% | 8,337,961 | $207.3M |
| LPL Financial LLC | 0.08% | Add +1.1% | 7,575,686 | $188.3M |
| Geometric Wealth Advisors | 34.19% | Add +5.1% | 7,562,856 | $188.0M |
| Commonwealth Equity Services, LLC | 0.22% | Add +5.7% | 6,026,546 | $149.8M |
| Monograph Wealth Advisors, LLC | 18.02% | Reduce -2.7% | 5,483,158 | $136.3M |
| Glenmede Trust Co. NA | 0.65% | Reduce -1.2% | 5,093,682 | $126.6M |
| Allworth Financial LP | 0.66% | Add +3.5% | 4,744,466 | $120.4M |
| Great Waters Wealth Management | 14.69% | Add +18.2% | 4,606,324 | $114.5M |
| Plancorp, LLC | 4.23% | Reduce -0.5% | 4,139,497 | $102.9M |
| Focus Partners Advisor Solutions, LLC | 1.61% | Add +32.2% | 3,840,874 | $95.5M |
| RFG Advisory, LLC | 2.69% | Add +7.1% | 3,828,009 | $95.2M |
| Comerica Bank | 0.38% | Reduce -6.7% | 3,818,106 | $94.9M |
| JFS Wealth Advisors, LLC | 6.45% | Add +0.4% | 3,795,593 | $94.4M |
| Assetmark, Inc. | 0.25% | Add +1.8% | 3,718,191 | $92.4M |
| Triune Financial Partners, LLC | 28.89% | Add +5.4% | 3,691,185 | $91.8M |
| Alerus Financial NA | 6.75% | Reduce -1.1% | 3,548,083 | $88.2M |
| Pathstone Holdings, LLC | 0.35% | Reduce -2.9% | 3,165,863 | $78.7M |
| Planning Center, Inc. | 9.19% | Add +1.3% | 2,914,747 | $72.5M |
| Royal Bank of Canada | 0.02% | Add +156.4% | 2,906,218 | $72.2M |
| GeoWealth Management, LLC | 2.24% | Add +82.2% | 2,751,747 | $68.4M |
| UBS Group AG | 0.02% | Reduce -39.4% | 2,747,347 | $68.3M |
| D.A. Davidson & Co. | 0.54% | Add +2.5% | 2,665,320 | $66.3M |
| Evanson Asset Management, LLC | 4.49% | Add +0.5% | 2,638,492 | $65.6M |
| Cobblestone Capital Advisors LLC | 3.36% | Add +0.5% | 2,479,098 | $61.6M |
| Asset Dedication, LLC | 4.74% | Reduce -3.9% | 2,424,853 | $60.3M |
| Core Wealth Management, Inc. | 22.25% | Add +1.2% | 2,290,539 | $56.9M |
| Capstone Financial Advisors, Inc. | 3.41% | Reduce -0.7% | 2,217,826 | $55.1M |
| New Capital Management LP | 15.92% | Reduce -0.2% | 2,190,118 | $54.4M |
| Tumwater Wealth Management, LLC | 28.02% | — | 2,149,170 | $53.4M |
| Morton Capital Management LLC | 9.56% | Reduce -2.1% | 2,038,129 | $50.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.10% | Add +0.5% | 2,030,631 | $50.5M |
| Greenspring Advisors, LLC | 10.75% | Reduce -1.1% | 1,982,489 | $49.3M |
| Factory Mutual Insurance Co. | 0.52% | No change | 1,937,480 | $48.2M |
| Financial Engines Advisors L.L.C. | 0.10% | Add +41.9% | 1,859,290 | $46.2M |
| Creative Capital Management Investments LLC | 19.07% | Add +4.4% | 1,834,219 | $45.6M |
| BetterWealth, LLC | 12.02% | Add +90.4% | 1,754,718 | $43.6M |
| Glassman Wealth Services | 7.16% | Add +7.2% | 1,710,948 | $42.5M |
| Baker Boyer National Bank | 14.37% | Add +0.3% | 1,672,978 | $41.6M |
| Jackson Thornton Wealth Management, LLC | 5.14% | Reduce -1.5% | 1,634,972 | $40.6M |
| Trellis Wealth Advisors LLC | 19.38% | Add +1.9% | 1,549,975 | $38.5M |
| Altiora Financial Group, LLC | 8.23% | Reduce -0.1% | 1,521,559 | $37.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,495,523 | $37.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.71% | Reduce -3.4% | 1,479,291 | $36.8M |
| ShankerValleau Wealth Advisors, Inc. | 11.64% | Add +5.7% | 1,457,863 | $36.2M |
| Bank of America Corp. | 0.00% | Reduce -8.7% | 1,432,749 | $35.6M |
| Confluence Wealth Services, Inc. | 2.27% | Add +12.2% | 1,365,020 | $34.8M |
| Forum Financial Management, LP | 0.54% | Reduce -0.5% | 1,319,106 | $32.8M |
| Financial Symmetry Inc | 22.05% | Reduce -7.1% | 1,308,728 | $32.5M |
| Cardiff Park Advisors, LLC | 3.09% | Add +0.9% | 1,301,606 | $32.4M |
| Private Advisor Group, LLC | 0.18% | Add +4.4% | 1,296,357 | $32.2M |
| Master's Wealth Management Inc. | 16.75% | — | 1,261,871 | $31.4M |
| BlueSky Wealth Advisors, LLC | 4.88% | Add +1.9% | 1,254,599 | $31.2M |
| Cardinal Point Capital Management ULC | 4.86% | Add +8.9% | 1,232,560 | $30.6M |
| N.E.W. Advisory Services LLC | 2.84% | Add +30.1% | 1,203,751 | $29.9M |
| Vance Wealth, LLC | 10.69% | Add +1.2% | 1,113,860 | $27.7M |
| Onyx Financial Advisors, LLC | 14.77% | Add +3.8% | 1,083,039 | $26.9M |
| Babb Wealth Advisors LLC | 21.44% | — | 1,070,385 | $26.6M |
| Warburton Capital Management, LLC | 19.65% | — | 1,052,845 | $26.2M |
| Strathmore Capital Advisors, Inc. | 18.75% | — | 1,036,515 | $25.8M |
| Meridian Wealth Partners, LLC | 3.78% | Reduce -0.3% | 1,002,222 | $24.9M |
| LRI Investments, LLC | 2.35% | Reduce -0.3% | 993,253 | $24.7M |
| TCI Wealth Advisors, Inc. | 1.99% | Add +5.1% | 955,886 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 954,457 | $23.7M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -1.8% | 908,539 | $22.6M |
| Apella Capital, LLC | 0.83% | Reduce -2.9% | 872,892 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.9% | 867,159 | $21.6M |
| Sensible Money, LLC | 9.45% | Reduce -1.6% | 866,633 | $21.5M |
| Shearwater Capital LLC | 13.58% | Add +2.0% | 805,036 | $20.0M |
| Accredited Investor Services, LLC | 15.84% | — | 796,149 | $19.8M |
| Symmetry Partners, LLC | 2.75% | Add +68.1% | 777,950 | $19.3M |
| Corient Private Wealth LP | 0.03% | Reduce -0.5% | 755,910 | $18.8M |
| Claris Advisors, LLC / Mo / | 7.02% | Add +35.0% | 750,702 | $18.7M |
| Destiny Wealth Partners, LLC | 2.99% | Add +3.1% | 736,804 | $18.3M |
| Aspiriant, LLC | 0.66% | No change | 735,212 | $18.3M |
| Chicago Partners Investment Group LLC | 0.60% | Add +6.0% | 727,955 | $18.1M |
| MilWealth Group LLC | 4.79% | Add +169.3% | 705,994 | $17.6M |
| Conrad Siegel Investment Advisors, Inc. | 4.59% | Add +9.7% | 685,597 | $17.0M |
| Glassy Mountain Advisors, Inc. | 5.79% | Add +3.5% | 680,404 | $16.9M |
| Savant Capital, LLC | 0.13% | Reduce -1.2% | 679,361 | $16.9M |
| David Wealth Management LLC | 13.91% | — | 677,356 | $16.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +8.2% | 674,478 | $16.8M |
| Cahill Financial Advisors Inc. | 2.20% | Add +0.2% | 653,059 | $16.2M |
| Vested Financial Planning, LLC | 14.98% | — | 636,212 | $15.8M |
| Sequoia Financial Advisors, LLC | 0.15% | Add +4.3% | 632,893 | $15.7M |
| Wolfstich Capital, LLC | 13.80% | — | 625,980 | $15.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +71.6% | 621,555 | $15.5M |
| HTG Investment Advisors, Inc. | 7.03% | Add +2.4% | 618,217 | $15.4M |
| Momentous Wealth Management, Inc. | 12.62% | — | 612,299 | $15.2M |
| Essential Planning, LLC. | 0.10% | Add +6400.4% | 581,400 | $15.1M |
| Prosperity Planning, Inc. | 6.85% | Reduce -0.5% | 604,898 | $15.0M |
| IFG Advisory, LLC | 0.82% | Add +4.3% | 579,819 | $14.4M |
| Legacy Financial Group, Inc. | 4.58% | Add +8.7% | 572,542 | $14.2M |
| Brighton Jones LLC | 0.41% | Add +8.8% | 568,757 | $14.1M |
| Cherrydale Wealth Management, LLC | 5.45% | Reduce -9.0% | 566,567 | $14.1M |
| Elser Financial Planning, Inc | 0.83% | Add +2407.1% | 559,163 | $13.9M |
| Grunden Financial Advisory, Inc. | 6.66% | Reduce -0.1% | 554,755 | $13.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -54.0% | 539,593 | $13.4M |
| Grand Wealth Management, LLC | 7.42% | Reduce -6.6% | 535,336 | $13.3M |
| Tassel Capital Management, Inc. | 11.56% | — | 524,125 | $13.0M |
| Modera Wealth Management, LLC | 0.15% | Add +1.5% | 514,358 | $12.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.29% | Reduce -5.2% | 511,356 | $12.7M |
| Ruedi Wealth Management, Inc. | 3.71% | Add +3.3% | 472,925 | $11.8M |
| North Ridge Wealth Advisors, Inc. | 8.12% | Add +1.9% | 471,969 | $11.7M |
| Lauterbach Financial Advisors, LLC | 7.00% | Reduce -0.1% | 464,030 | $11.5M |
| Susquehanna International Group, LLP | 0.02% | New | 451,082 | $11.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 445,869 | $11.1M |
| Old Mission Capital LLC | 0.25% | Add +26.0% | 431,117 | $10.7M |
| Andrews, Lucia Wealth Management LLC | 6.82% | Add +0.3% | 378,073 | $10.2M |
| Creative Planning | 0.01% | Reduce -0.6% | 406,009 | $10.1M |
| ARK & TLK Investments, LLC | 3.46% | Reduce -0.1% | 400,822 | $10.0M |
| Equitable Holdings, Inc. | 0.09% | Add +1.6% | 396,914 | $9.9M |
| Silver Oak Advisory Group, Inc. | 5.22% | Add +0.4% | 396,724 | $9.9M |
| Truepoint, Inc. | 0.26% | Add +4.4% | 396,212 | $9.8M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Reduce -0.7% | 395,340 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Add +24.6% | 391,345 | $9.7M |
| Trust Co of the South | 1.98% | Add +1.2% | 390,158 | $9.7M |
| ERn Financial, LLC | 1.43% | Add +0.3% | 383,740 | $9.5M |
| von Borstel & Associates, Inc. | 3.73% | Add +45.7% | 383,125 | $9.5M |
| Conquis Financial LLC | 9.71% | — | 381,633 | $9.5M |
| Strategic Investment Solutions, Inc. | 3.17% | Add +1.9% | 382,232 | $9.5M |
| American Investment Services, Inc. | 1.66% | Reduce -3.9% | 377,367 | $9.4M |
| Pure Financial Advisors, LLC | 0.21% | Add +3.0% | 372,521 | $9.3M |
| Financial Connections Group, Inc. | 4.41% | Reduce -2.8% | 369,060 | $9.2M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -7.8% | 351,829 | $8.7M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 351,064 | $8.7M |
| Hemington Wealth Management | 2.15% | Reduce -0.6% | 344,261 | $8.6M |
| Cetera Investment Advisers | 0.02% | Add +4.0% | 334,041 | $8.3M |
| SJS Investment Consulting Inc. | 1.42% | Reduce -0.6% | 330,984 | $8.2M |
| Mariner, LLC | 0.01% | Add +0.5% | 322,581 | $8.0M |
| Cambridge Financial Group, LLC | 3.39% | Reduce -0.7% | 319,390 | $7.9M |
| Moisand Fitzgerald Tamayo, LLC | 1.11% | Reduce -2.1% | 316,029 | $7.9M |
| First National Bank Sioux Falls | 3.31% | No change | 312,596 | $7.8M |
| FMB Wealth Management | 4.37% | Add +23.2% | 311,867 | $7.8M |
| Porter White Investment Advisors, Inc. | 3.88% | Add +1.4% | 307,778 | $7.7M |
| Hurlow Wealth Management Group, Inc. | 2.35% | Add +5.3% | 302,224 | $7.5M |
| Willow Creek Wealth Management Inc. | 0.76% | Add +1.0% | 301,669 | $7.5M |
| PBMares Wealth Management LLC | 1.48% | Add +6.1% | 292,124 | $7.3M |
| Betterment LLC | 0.02% | Add +16.8% | 290,923 | $7.2M |
| Captrust Financial Advisors | 0.02% | Reduce -1.9% | 285,630 | $7.1M |
| Live Oak Private Wealth LLC | 1.18% | Add +1.4% | 282,354 | $7.0M |
| Eldridge Investment Advisors, Inc. | 1.63% | Reduce -6.7% | 281,187 | $7.0M |
| Magnolia Capital Advisors LLC | 1.77% | Add +13.3% | 274,653 | $6.8M |
| Sax Wealth Advisors, LLC | 0.53% | Reduce -3.9% | 274,235 | $6.8M |
| Hassell Wealth Management, LLC | 2.73% | Add +0.0% | 265,826 | $6.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.74% | Reduce -0.4% | 271,561 | $6.8M |
| Warwick Investment Management, Inc. | 1.39% | Reduce -2.4% | 270,846 | $6.7M |
| Peirce Capital Management, LLC | 3.15% | Reduce -0.6% | 247,223 | $6.1M |
| Capstone Wealth Management, LLC | 5.95% | — | 244,959 | $6.1M |
| Aerodigm Wealth, LLC | 3.40% | Reduce -5.2% | 228,993 | $5.7M |
| Dopkins Wealth Management, LLC | 2.86% | Add +55.5% | 226,250 | $5.6M |
| Bayshore Asset Management, LLC | 2.55% | Add +0.5% | 223,354 | $5.6M |
| Phillips Financial Management, LLC | 0.43% | Reduce -13.3% | 219,276 | $5.5M |
| Mather Group, Llc. | 0.07% | Reduce -2.3% | 217,898 | $5.4M |
| Tranquilli Financial Advisor LLC | 3.37% | Add +1.1% | 214,269 | $5.3M |
| Integrated Advisors Network LLC | 0.26% | Add +5.0% | 214,115 | $5.3M |
| Vantage Point Financial LLC | 2.85% | — | 213,042 | $5.3M |
| SC&H Financial Advisors, Inc. | 1.09% | Add +0.8% | 211,838 | $5.3M |
| Park Avenue Securities LLC | 0.05% | Reduce -0.2% | 211,821 | $5.3M |
| Cwm, LLC | 0.02% | Reduce -0.3% | 210,034 | $5.2M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -1.9% | 208,569 | $5.2M |
| DiNuzzo Private Wealth, Inc. | 0.65% | Reduce -4.0% | 206,560 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -45.7% | 189,475 | $4.7M |
| Awm Capital, LLC | 0.57% | Reduce -6.7% | 187,042 | $4.6M |
| RS Crum Inc. | 1.12% | Add +1.3% | 182,663 | $4.5M |
| Gould Asset Management LLC | 0.95% | Add +4.5% | 181,770 | $4.5M |
| Investment Advisory Group, LLC | 1.45% | Reduce -2.3% | 174,077 | $4.3M |
| CGN Advisors LLC | 0.41% | Add +4.0% | 168,831 | $4.2M |
| RAM Investment Partners, LLC | 1.03% | Reduce -0.2% | 167,917 | $4.2M |
| Canopy Partners, LLC | 1.58% | Add +2.9% | 166,046 | $4.1M |
| RBF Capital, LLC | 0.21% | Reduce -21.9% | 165,000 | $4.1M |
| Tillman Hartley LLC | 1.16% | No change | 162,854 | $4.0M |
| Treynor Bancshares, Inc. | 4.11% | Add +28.0% | 156,658 | $3.9M |
| GEM Asset Management, LLC | 2.05% | Add +0.9% | 147,756 | $3.7M |
| Evernest Financial Advisors, LLC | 0.95% | Reduce -16.9% | 147,094 | $3.7M |
| Summit Wealth Group, LLC | 1.04% | Reduce -1.6% | 143,858 | $3.6M |
| Cornerstone Financial Group, LLC | 3.52% | — | 143,560 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +78.8% | 143,303 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +17.0% | 140,777 | $3.5M |
| Earned Wealth Advisors, LLC | 1.12% | Reduce -0.3% | 140,247 | $3.5M |
| Greenwood Capital Associates LLC | 0.45% | New | 139,782 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +0.8% | 138,616 | $3.4M |
| Concord Wealth Partners | 0.56% | Reduce -1.6% | 137,146 | $3.4M |
| Heritage Wealth Management, Inc./Texas | 1.94% | Reduce -15.1% | 132,364 | $3.3M |
| Ballentine Partners, LLC | 0.05% | No change | 126,663 | $3.1M |
| Exencial Wealth Advisors, LLC | 0.12% | Add +19.6% | 126,601 | $3.1M |
| Elios Financial Group Inc. | 1.48% | Add +5.5% | 125,974 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +2.0% | 124,485 | $3.1M |
| Lantern Wealth Advisors, LLC | 1.99% | Add +0.3% | 123,041 | $3.1M |
| Herold Advisors, Inc. | 0.67% | Add +0.7% | 123,041 | $3.1M |
| Gradient Capital Advisors, LLC | 0.98% | Add +6.8% | 122,752 | $3.1M |
| Harbor Group, Inc. | 0.67% | Add +1.1% | 119,944 | $3.0M |
| Bridge Generations Wealth Management LLC | 1.95% | — | 119,035 | $3.0M |
| Versant Capital Management, Inc | 0.63% | Add +0.2% | 118,270 | $2.9M |
| SwitchPoint Financial Planning, LLC | 2.81% | — | 117,940 | $2.9M |
| Wealth Architects, LLC | 0.33% | Add +8.3% | 117,607 | $2.9M |
| Keb Asset Management, LLC | 0.82% | Add +1.6% | 114,629 | $2.8M |
| First Financial Group Corp | 3.15% | — | 114,424 | $2.8M |
| Morgan Stanley | 0.00% | Add +9.4% | 112,137 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Add +11.7% | 111,270 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 111,236 | $2.8M |
| Rockwood Wealth Management, LLC | 0.29% | Reduce -0.8% | 108,025 | $2.7M |
| United Wealth Management, LLC | 0.90% | — | 107,435 | $2.7M |
| WPWealth LLP | 0.55% | Reduce -0.2% | 107,396 | $2.7M |
| XY Planning Network, Inc. | 1.97% | — | 105,780 | $2.6M |
| Western Wealth Management, LLC | 0.14% | Add +0.7% | 104,818 | $2.6M |
| Rehmann Capital Advisory Group | 0.16% | Add +7.0% | 104,303 | $2.6M |
| Keystone Financial Group, Inc. | 2.08% | — | 103,489 | $2.6M |
| RW Investment Management LLC | 0.31% | Add +12.8% | 103,227 | $2.6M |
| USAdvisors Wealth Management, LLC | 0.81% | Add +1.4% | 100,028 | $2.5M |
| Kraft Asset Management, LLC | 1.90% | Reduce -11.8% | 99,048 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.60% | Add +1.6% | 98,175 | $2.4M |
| Physician Wealth Solutions Inc. | 1.18% | Add +0.4% | 94,917 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +80.5% | 94,463 | $2.3M |
| Merriman Wealth Management, LLC | 0.10% | Add +4.1% | 94,008 | $2.3M |
| Northwest Wealth Management, LLC | 0.49% | Reduce -5.7% | 93,199 | $2.3M |
| Retirement Solution LLC | 0.59% | Add +10.0% | 90,795 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +1.8% | 89,380 | $2.2M |
| Rather & Kittrell, Inc. | 0.52% | Add +20.1% | 89,706 | $2.2M |
| Factor Wealth Management LTD | 0.72% | — | 86,710 | $2.2M |
| Squire Investment Management Company, LLC | 0.92% | Reduce -0.1% | 83,968 | $2.1M |
| C M Bidwell & Associates Ltd. | 1.26% | Add +1.4% | 83,367 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.1% | 81,300 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.34% | Add +1.9% | 81,131 | $2.0M |
| BCO Wealth Management LLC | 1.66% | — | 80,166 | $2.0M |
| HMV Wealth Advisors, LLC | 1.96% | — | 78,663 | $2.0M |
| Cary Street Partners Financial LLC | 0.06% | — | 77,327 | $1.9M |
| Topsail Wealth Management, LLC | 0.40% | — | 75,739 | $1.9M |
| Citadel Advisors | 0.00% | New | 75,558 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.93% | Reduce -7.1% | 75,558 | $1.9M |
| JDH Wealth Management, LLC | 1.59% | — | 72,901 | $1.8M |
| Arizona PSPRS Trust | 0.06% | New | 72,295 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -13.4% | 71,465 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -2.3% | 71,322 | $1.8M |
| Poinciana Advisors Group, LLC | 1.79% | — | 70,898 | $1.8M |
| Cypress Point Wealth Management, LLC | 0.54% | Add +8.4% | 70,022 | $1.7M |
| Aquire Wealth Advisors, LLC | 0.54% | Add +1.1% | 69,501 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -0.8% | 69,380 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -6.0% | 69,373 | $1.7M |
| Alpha Financial Advisors, LLC | 0.78% | Reduce -0.1% | 68,937 | $1.7M |
| Waypoint Wealth Partners Inc. | 0.46% | No change | 67,899 | $1.7M |
| Wealth Advisors Northwest LLC | 1.15% | — | 67,829 | $1.7M |
| Melfa Wealth Management, Inc. | 1.13% | Reduce -0.2% | 67,793 | $1.7M |
| Lam Group, Inc. | 1.19% | Add +0.0% | 67,188 | $1.7M |
| Financial Harvest, LLC | 1.39% | — | 66,310 | $1.6M |
| Corus Family Wealth Advisors | 1.10% | Add +4.6% | 65,845 | $1.6M |
| Lansing Street Advisors | 0.54% | Add +0.9% | 62,440 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.40% | No change | 62,411 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.76% | Add +5.7% | 62,292 | $1.5M |
| Applied Capital LLC | 0.78% | Reduce -5.3% | 61,224 | $1.5M |
| Liberty Capital Management, Inc. | 0.33% | No change | 60,457 | $1.5M |
| Red Lighthouse Investment Management, LLC | 0.59% | No change | 60,318 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.4% | 60,273 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.4% | 60,273 | $1.5M |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 58,917 | $1.5M |
| Astra Wealth Partners LLC | 1.36% | — | 57,943 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +21.7% | 57,305 | $1.4M |
| Hutchinson Capital Management | 0.27% | Reduce -1.2% | 56,487 | $1.4M |
| CVA Family Office, LLC | 0.22% | Reduce -12.8% | 54,959 | $1.4M |
| Berger Financial Group, Inc | 0.09% | New | 53,966 | $1.3M |
| Investmark Advisory Group LLC | 0.65% | Add +6.4% | 53,061 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.55% | Add +4.5% | 52,995 | $1.3M |
| IFG Advisors, LLC | 0.26% | Add +42.3% | 52,484 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +65.8% | 51,866 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.1% | 50,877 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.4% | 50,469 | $1.3M |
| Vannoy Advisory Group, Inc. | 0.93% | Add +4.7% | 50,279 | $1.2M |
| Security Financial Services, INC. | 0.25% | No change | 49,803 | $1.2M |
| Prudent Man Investment Management, Inc. | 0.68% | — | 49,363 | $1.2M |
| Townsquare Capital LLC | 0.01% | No change | 49,076 | $1.2M |
| Unconventional Investor, LLC | 0.73% | No change | 48,888 | $1.2M |
| Elevate Wealth Advisory, Inc. | 0.91% | Add +0.1% | 48,570 | $1.2M |
| Brady Martz Wealth Solutions, LLC | 0.29% | — | 48,329 | $1.2M |
| Heritage Wealth Management, Inc. | 1.00% | Reduce -2.9% | 47,339 | $1.2M |
| Life Planning Partners, Inc | 1.06% | No change | 46,301 | $1.2M |
| Krilogy Financial LLC | 0.08% | Add +0.1% | 46,004 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.3% | 45,546 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -12.9% | 44,962 | $1.1M |
| Clarity Capital Advisors, LLC | 0.74% | Add +0.3% | 44,421 | $1.1M |
| VERITY Wealth Advisors | 0.78% | No change | 43,719 | $1.1M |
| Rf&l Wealth Management, LLC | 0.76% | Reduce -0.1% | 43,163 | $1.1M |
| Morris Financial Concepts, Inc. | 0.46% | Reduce -36.9% | 42,933 | $1.1M |
| Canandaigua National Trust Co of Florida | 0.83% | Add +286.6% | 42,769 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | New | 42,109 | $1.0M |
| Fiduciary Financial Group, LLC | 0.23% | Add +6.2% | 42,624 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -1.0% | 40,805 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.31% | Add +0.0% | 40,360 | $1.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.34% | No change | 40,106 | $997K |
| Spinnaker Investment Group, LLC | 0.24% | Reduce -6.6% | 39,375 | $979K |
| KM Capital Management Ltd. | 0.50% | Add +0.9% | 39,133 | $973K |
| AQR Capital Management | 0.00% | Add +5.0% | 39,026 | $970K |
| TruNorth Capital Management, LLC | 0.26% | Reduce -7.3% | 38,726 | $963K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.9% | 38,547 | $958K |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -4.6% | 38,498 | $957K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.6% | 38,250 | $951K |
| Wealthstream Advisors, Inc. | 0.18% | Reduce -1.1% | 38,247 | $951K |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $947K |
| M Wealth Management, LLC | 0.86% | — | 37,989 | $944K |
| Capital Planning LLC | 0.25% | Reduce -0.1% | 37,921 | $943K |
| Pallas Capital Advisors LLC | 0.04% | No change | 37,662 | $936K |
| Montis Financial, LLC | 0.29% | Add +301.6% | 37,535 | $933K |
| Safeguard Investment Advisory Group, LLC | 0.25% | Reduce -3.3% | 37,111 | $923K |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 36,914 | $918K |
| Red Wave Investments LLC | 0.32% | Reduce -8.1% | 36,386 | $905K |
| waypoint wealth counsel | 0.59% | Reduce -0.1% | 36,369 | $904K |
| Westmount Partners, LLC | 0.27% | No change | 36,105 | $898K |
| Market Street Wealth Management Advisors LLC | 0.15% | Add +34.6% | 35,947 | $894K |
| Intelligent Financial Strategies | 0.49% | No change | 35,705 | $888K |
| Curio Wealth, LLC | 0.48% | — | 35,644 | $886K |
| Lynx Investment Advisory | 0.60% | Reduce -17.4% | 35,603 | $885K |
| Colonial Trust Co / SC | 0.13% | Add +12.7% | 35,557 | $884K |
| Zhang Financial LLC | 0.05% | Add +0.3% | 35,546 | $884K |
| Natixis Advisors, LLC | 0.00% | Add +22.3% | 35,485 | $882K |
| Foundation Wealth Management, LLC\PA | 0.42% | — | 34,880 | $867K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -4.8% | 34,402 | $855K |
| Janney Montgomery Scott LLC | 0.00% | Add +141.3% | 34,324 | $853K |
| Advisors Capital Management, LLC | 0.01% | Reduce -7.8% | 34,086 | $847K |
| Choreo, LLC | 0.01% | Reduce -32.1% | 34,081 | $847K |
| Jones Financial Companies LLLP | 0.00% | Add +125.1% | 33,914 | $843K |
| Sage Rhino Capital LLC | 0.18% | Reduce -5.0% | 33,675 | $837K |
| Leading Edge Financial Planning LLC | 0.27% | Reduce -5.6% | 33,188 | $825K |
| Financial Counselors Inc. | 0.01% | No change | 33,104 | $823K |
| Francis Financial, Inc. | 0.21% | No change | 32,725 | $814K |
| Tortoise Investment Management, LLC | 0.09% | No change | 32,708 | $813K |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 32,391 | $805K |
| Tanglewood Legacy Advisors, LLC | 0.34% | No change | 31,835 | $791K |
| Clark Asset Management, LLC | 0.15% | No change | 31,535 | $784K |
| Five Oceans Advisors | 0.36% | Add +2.6% | 31,432 | $781K |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 31,221 | $776K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.19% | Reduce -0.5% | 30,703 | $763K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -8.6% | 30,599 | $761K |
| FMR LLC | 0.00% | Add +21.0% | 30,384 | $755K |
| Blue Trust, Inc. | 0.01% | Add +66.7% | 30,206 | $751K |
| Disciplined Investors, L.L.C. | 0.72% | — | 30,581 | $748K |
| M&T Bank Corp | 0.00% | No change | 29,950 | $745K |
| Diversify Wealth Management, LLC | 0.06% | Add +0.8% | 30,285 | $743K |
| Investment Planning Advisors, Inc. | 0.31% | Add +22.3% | 28,819 | $716K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 28,269 | $703K |
| Glass Jacobson Investment Advisors llc | 0.23% | Reduce -24.1% | 27,965 | $695K |
| Total Clarity Wealth Management, Inc. | 0.23% | Add +3.2% | 27,843 | $692K |
| Signet Financial Management, LLC | 0.09% | Add +0.2% | 27,404 | $681K |
| Partners in Financial Planning | 0.14% | Reduce -0.1% | 26,869 | $668K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.7% | 26,752 | $665K |
| Quadrant Private Wealth Management, LLC | 0.16% | No change | 26,178 | $651K |
| Midwest Heritage Bank, FSB | 0.30% | Reduce -19.1% | 25,987 | $646K |
| Hill Investment Group Partners, LLC | 0.09% | Add +8.4% | 25,607 | $637K |
| Brewster Financial Planning LLC | 0.47% | Reduce -3.3% | 25,205 | $627K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $622K |
| TFB Advisors LLC | 0.18% | Add +6.9% | 24,984 | $621K |
| Waterfront Wealth Inc. | 0.15% | No change | 24,158 | $601K |
| Kaufman Rossin Wealth, LLC | 0.61% | — | 23,679 | $589K |
| LJI Wealth Management, LLC | 0.11% | Add +0.8% | 23,424 | $582K |
| KOM Wealth Management Group, LLC | 0.42% | Add +1.2% | 23,135 | $575K |
| M Holdings Securities, Inc. | 0.09% | Reduce -0.8% | 23,052 | $573K |
| Avantax Advisory Services, Inc. | 0.00% | Add +56.0% | 22,948 | $570K |
| Freedom Investment Management, Inc. | 0.05% | Add +2.9% | 22,889 | $569K |
| Rise Advisors, LLC | 0.27% | Add +0.9% | 22,561 | $561K |
| NBT Bank, N.A. | 0.04% | Add +20.4% | 22,194 | $552K |
| Boyce & Associates Wealth Consulting, Inc. | 0.55% | Add +0.8% | 21,720 | $540K |
| Shakespeare Wealth Management, LLC | 0.15% | Add +4.5% | 21,687 | $539K |
| Oak Wealth Advisors LLC | 0.40% | — | 20,974 | $521K |
| Financial Alternatives, Inc | 0.36% | Add +5.8% | 20,582 | $512K |
| Independent Wealth Network Inc. | 0.21% | Reduce -9.7% | 20,510 | $510K |
| Sanctuary Advisors, LLC | 0.00% | New | 19,105 | $492K |
| RVW Wealth, LLC | 0.05% | Reduce -1.6% | 19,736 | $491K |
| Websterrogers Financial Advisors, LLC | 0.17% | Add +0.0% | 19,643 | $488K |
| Parkside Financial Bank & Trust | 0.06% | No change | 19,558 | $486K |
| Holcombe Financial, Inc. | 0.40% | — | 19,496 | $485K |
| DecisionPoint Financial, LLC | 0.15% | Reduce -2.9% | 19,426 | $483K |
| Stewardship Advisors, LLC | 0.13% | Add +16.6% | 19,415 | $483K |
| Keystone Financial Services | 0.18% | New | 19,041 | $473K |
| JB Capital LLC | 0.03% | Add +0.9% | 18,874 | $469K |
| Sprinkle Financial Consultants LLC | 0.32% | Add +5.2% | 18,743 | $466K |
| Two West Capital Advisors LLC | 0.39% | No change | 18,411 | $458K |
| Private Trust Co. NA | 0.05% | No change | 17,693 | $440K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.4% | 17,483 | $435K |
| RB Capital Management, LLC | 0.11% | Add +23.6% | 17,407 | $433K |
| Scratch Capital LLC | 0.52% | — | 17,244 | $429K |
| Probity Advisors, Inc. | 0.08% | No change | 17,231 | $428K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.9% | 17,067 | $424K |
| Signaturefd, LLC | 0.01% | Add +0.6% | 16,936 | $421K |
| Mission Wealth Management, LP | 0.01% | No change | 16,883 | $420K |
| Facet Wealth, Inc. | 0.01% | Reduce -6.3% | 16,039 | $413K |
| Jane Street Group, LLC | 0.00% | Reduce -98.9% | 16,601 | $413K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.1% | 16,687 | $410K |
| Archer Investment Management, LLC | 0.25% | — | 16,413 | $408K |
| Baker Tilly Wealth Management, LLC | 0.16% | New | 16,299 | $405K |
| Quantinno Capital Management LP | 0.00% | Reduce -19.1% | 16,290 | $405K |
| Strategies Wealth Advisors, LLC | 0.05% | New | 15,591 | $404K |
| Ameriprise Financial Inc. | 0.00% | New | 16,252 | $404K |
| Ancora Advisors LLC | 0.01% | Reduce -31.0% | 16,044 | $399K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $397K |
| Voisard Asset Management Group, Inc. | 0.13% | Add +746.0% | 15,389 | $383K |
| Renasant Bank | 0.25% | Add +8.5% | 15,353 | $382K |
| Edge Capital Group, LLC | 0.02% | No change | 15,247 | $379K |
| Bessemer Group Inc. | 0.00% | New | 15,219 | $378K |
| Syverson Strege & Co | 0.13% | Add +1.3% | 15,080 | $375K |
| Annandale Capital, LLC | 0.07% | Add +5.7% | 15,060 | $374K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.7% | 14,884 | $370K |
| Ascent Group, LLC | 0.03% | Reduce -6.5% | 14,876 | $370K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +161.9% | 14,238 | $354K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.6% | 13,928 | $346K |
| Signature Resources Capital Management, LLC | 0.31% | No change | 13,925 | $346K |
| Clearstead Advisors, LLC | 0.01% | No change | 13,923 | $346K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -5.2% | 13,766 | $342K |
| Shotwell Rutter Baer Inc | 0.29% | Reduce -3.4% | 13,920 | $342K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 13,691 | $340K |
| Certified Advisory Corp | 0.04% | Add +0.9% | 13,609 | $338K |
| Magnolia Private Wealth, LLC | 0.30% | — | 13,557 | $337K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $336K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,483 | $335K |
| Falcon Wealth Planning | 0.04% | Reduce -52.5% | 13,334 | $331K |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 13,310 | $331K |
| Strategent Financial, LLC | 0.32% | — | 13,040 | $324K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | No change | 12,287 | $317K |
| Future You Wealth LLC | 0.22% | — | 12,683 | $315K |
| 25 LLC | 0.13% | Add +11.9% | 12,539 | $312K |
| Root Financial Partners, LLC | 0.04% | New | 12,412 | $309K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 12,374 | $308K |
| Motco | 0.03% | No change | 12,372 | $308K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.0% | 12,292 | $306K |
| Gemmer Asset Management LLC | 0.03% | Reduce -2.7% | 12,243 | $304K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,189 | $303K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $302K |
| MPWM Advisory Solutions, LLC | 0.22% | — | 12,018 | $299K |
| Total Wealth Planning, LLC | 0.05% | No change | 11,982 | $298K |
| American Financial Advisors, LLC | 0.04% | No change | 11,928 | $297K |
| McCarthy Asset Management, Inc. | 0.21% | Reduce -58.2% | 11,916 | $296K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.4% | 11,789 | $293K |
| Threadgill Financial, LLC | 0.15% | No change | 11,718 | $291K |
| Retirement Planning Group, LLC | 0.01% | Add +0.9% | 11,715 | $291K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 11,601 | $288K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 11,734 | $288K |
| Burk Holdings LLC | 0.23% | — | 11,191 | $278K |
| Better Money Decisions, LLC | 0.19% | Add +0.9% | 11,126 | $277K |
| IFP Advisors, Inc | 0.01% | Add +20.6% | 11,072 | $275K |
| Mgo One Seven LLC | 0.01% | New | 10,965 | $273K |
| Joel Adams & Associates, Inc. | 0.25% | — | 10,956 | $272K |
| AssuredPartners Investment Advisors, LLC | 0.05% | — | 10,800 | $268K |
| Hidden Cove Wealth Management, LLC | 0.22% | — | 10,764 | $268K |
| Caprock Group, LLC | 0.01% | No change | 10,437 | $259K |
| Clayton Financial Group LLC | 0.09% | No change | 10,420 | $259K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $255K |
| Level Wealth Management LLC | 0.18% | — | 10,218 | $254K |
| Michael A. Dubis Financial Planning, LLC | 0.24% | — | 9,984 | $248K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +8.3% | 9,926 | $247K |
| HUB Investment Partners, LLC | 0.01% | Add +0.4% | 9,882 | $246K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $242K |
| Kovack Advisors, Inc. | 0.02% | No change | 9,520 | $237K |
| American Capital Advisory, LLC | 0.13% | Add +0.3% | 9,344 | $232K |
| Tableaux LLC | 0.19% | — | 9,272 | $230K |
| MB Generational Wealth, LLC | 0.17% | Add +1.6% | 9,091 | $226K |
| Chico Wealth RIA | 0.20% | Add +9.6% | 9,052 | $225K |
| Sigma Planning Corp | 0.01% | Add +0.5% | 8,950 | $223K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,928 | $222K |
| Wescott Financial Advisory Group, LLC | 0.02% | Add +0.8% | 8,852 | $220K |
| Northeast Financial Group, Inc. | 0.08% | Reduce -2.4% | 8,674 | $216K |
| Waverly Advisors, LLC | 0.00% | Add +0.9% | 8,669 | $216K |
| World Investment Advisors | 0.01% | Add +1.9% | 8,587 | $213K |
| Everest Private Wealth | 0.19% | — | 8,585 | $213K |
| MJP Associates Inc. | 0.04% | Add +0.5% | 8,515 | $212K |
| Advisor OS, LLC | 0.02% | Add +0.5% | 8,515 | $212K |
| Marcum Wealth, LLC | 0.02% | Add +0.3% | 8,415 | $209K |
| BWM Planning, LLC | 0.09% | Add +0.9% | 8,356 | $208K |
| Headinvest, LLC | 0.04% | Reduce -10.1% | 8,322 | $207K |
| Tru Independence Asset Management 2, LLC | 0.17% | Reduce -4.9% | 8,162 | $203K |
| Independent Advisor Alliance | 0.00% | New | 8,157 | $203K |
| Milestone Asset Management Group, LLC | 0.18% | — | 8,129 | $202K |
| McGrath & Associates, Inc. | 0.41% | — | 8,115 | $202K |
| Wells Fargo & Company | 0.00% | Add +23697.1% | 8,091 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | New | 8,091 | $201K |
| Spire Wealth Management | 0.01% | No change | 7,701 | $191K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -41.3% | 7,448 | $185K |
| Vermillion Wealth Management, Inc. | 0.09% | — | 7,235 | $180K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.5% | 7,204 | $180K |
| Bokf, NA | 0.00% | No change | 6,991 | $172K |
| US Bancorp \de | 0.00% | No change | 6,403 | $159K |
| Cassady Schiller Wealth Management, LLC | 0.06% | No change | 6,246 | $155K |
| True Wealth Design, LLC | 0.06% | No change | 6,024 | $150K |
| VSM Wealth Advisory, LLC | 0.05% | — | 5,867 | $146K |
| Parallel Advisors, LLC | 0.00% | Add +134.4% | 5,388 | $134K |
| First Horizon Advisors, Inc. | 0.00% | No change | 5,274 | $131K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | Reduce -10.2% | 5,184 | $129K |
| City State Bank | 0.04% | No change | 5,000 | $124K |
| Investors Research Corp | 0.03% | No change | 4,911 | $122K |
| Cedar Wealth Management, LLC | 0.04% | No change | 4,709 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.5% | 4,524 | $112K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 4,421 | $110K |
| Smartleaf Asset Management LLC | 0.01% | Add +1006.3% | 4,237 | $105K |
| Coston, McIsaac & Partners | 0.03% | Add +0.8% | 4,169 | $103K |
| Bank of Montreal | 0.00% | Add +868.9% | 4,079 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 3,968 | $99K |
| Raffa Wealth Management, LLC | 0.02% | Add +73.7% | 3,951 | $98K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 3,698 | $92K |
| Orion Capital Management LLC | 0.04% | New | 3,464 | $86K |
| Navigoe, LLC | 0.08% | — | 3,319 | $82K |
| Golden State Wealth Management, LLC | 0.01% | — | 3,218 | $80K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,207 | $80K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,595 | $65K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $63K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,475 | $62K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 2,385 | $59K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 2,239 | $56K |
| Fifth Third Bancorp | 0.00% | Add +83.7% | 2,221 | $55K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -9.6% | 2,148 | $53K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -67.8% | 2,127 | $52K |
| AlphaMark Advisors, LLC | 0.02% | No change | 2,092 | $52K |
| McIlrath & Eck, LLC | 0.01% | Add +0.9% | 2,049 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -41.3% | 2,019 | $50K |
| EnRich Financial Partners LLC | 0.02% | No change | 1,854 | $46K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,712 | $43K |
| Elevation Wealth Partners, LLC | 0.02% | Add +427.1% | 1,534 | $38K |
| Pillar Financial Advisors, LLC | 0.03% | — | 1,354 | $34K |
| Avior Wealth Management, LLC | 0.00% | Reduce -21.4% | 1,307 | $32K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,258 | $31K |
| Key Financial Inc | 0.01% | No change | 1,225 | $30K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,174 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,156 | $29K |
| Continuum Advisory, LLC | 0.00% | No change | 1,102 | $27K |
| Rialto Wealth Management, LLC | 0.01% | — | 883 | $22K |
| Winch Advisory Services, LLC | 0.00% | New | 580 | $14K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $14K |
| ORG Partners LLC | 0.00% | No change | 459 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 460 | $11K |
| CoreFirst Bank & Trust | 0.00% | No change | 330 | $8K |
| HBC Financial Services, PLLC | 0.00% | New | 330 | $8K |
| Bare Financial Services, Inc | 0.00% | Reduce -2.5% | 309 | $8K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 283 | $7K |
| Millstone Evans Group, LLC | 0.00% | — | 274 | $7K |
| Spurstone Advisory Services, LLC | 0.09% | — | 189 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 174 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 159 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 152 | $4K |
| Pinney & Scofield, Inc. | 0.00% | — | 127 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 40 | $997 |
| Transce3nd, LLC | 0.00% | — | 30 | $746 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.5% | 14 | $348 |
"% of holder's portfolio" is DFAX's weight in each manager's 13F, not the share of Dimensional World Ex US Core the manager owns.