Dimensional World Ex US CoreDFAXETF
13F holders, Q1 2025 (March 31)558holders +21
50new positions
24sold out
2famous investors
$26.21avg. 13F price*
At the end of Q1 2025, 558 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 21 from Q4 2024. 50 opened new positions and 24 sold out. The largest holders were Focus Partners Wealth ($280.0M), Geometric Wealth Advisors ($207.8M) and LPL Financial LLC ($205.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $33.3M |
| Exits | 24 | $18.4M |
All 13F filers, Q4 2024 → Q1 2025: 10,807,265 shares bought and 7,731,497 shares sold, net +3,075,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Focus Partners Wealth | 0.70% | Reduce -2.5% | 10,688,333 | $280.0M |
| Geometric Wealth Advisors | 35.51% | Add +4.9% | 7,930,849 | $207.8M |
| LPL Financial LLC | 0.08% | Add +3.5% | 7,838,369 | $205.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -7.6% | 7,701,257 | $201.8M |
| RFG Advisory, LLC | 4.07% | Add +50.1% | 5,744,314 | $150.5M |
| Monograph Wealth Advisors, LLC | 19.78% | Add +1.1% | 5,541,283 | $145.2M |
| Allworth Financial LP | 0.78% | Add +9.1% | 5,176,023 | $138.1M |
| Glenmede Trust Co. NA | 0.72% | Add +0.5% | 5,117,849 | $134.1M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -15.7% | 5,083,408 | $133.2M |
| Great Waters Wealth Management | 15.83% | Reduce -5.4% | 4,355,586 | $114.1M |
| Plancorp, LLC | 4.28% | Reduce -0.5% | 4,120,996 | $108.0M |
| Focus Partners Advisor Solutions, LLC | 1.59% | Add +3.8% | 3,987,815 | $104.5M |
| JFS Wealth Advisors, LLC | 6.77% | Add +0.6% | 3,817,600 | $100.0M |
| Triune Financial Partners, LLC | 30.78% | Add +0.2% | 3,699,437 | $96.9M |
| Assetmark, Inc. | 0.27% | Reduce -0.7% | 3,694,150 | $96.8M |
| Comerica Bank | 0.39% | Reduce -7.2% | 3,544,326 | $92.9M |
| Alerus Financial NA | 7.42% | Reduce -0.4% | 3,535,218 | $92.6M |
| Royal Bank of Canada | 0.02% | Add +18.3% | 3,439,056 | $90.1M |
| Pathstone Holdings, LLC | 0.36% | Add +0.4% | 3,179,123 | $83.3M |
| Planning Center, Inc. | 9.04% | Add +0.1% | 2,916,306 | $76.4M |
| Factory Mutual Insurance Co. | 0.87% | Add +47.6% | 2,860,480 | $74.9M |
| D.A. Davidson & Co. | 0.58% | Add +3.8% | 2,766,610 | $72.5M |
| Cobblestone Capital Advisors LLC | 3.95% | Add +10.9% | 2,749,541 | $72.0M |
| GeoWealth Management, LLC | 2.81% | Reduce -3.0% | 2,668,377 | $69.9M |
| UBS Group AG | 0.02% | Reduce -4.0% | 2,637,844 | $69.1M |
| Evanson Asset Management, LLC | 4.43% | Reduce -9.6% | 2,384,699 | $62.5M |
| Core Wealth Management, Inc. | 23.43% | Add +1.7% | 2,330,280 | $61.1M |
| New Capital Management LP | 16.94% | Add +2.9% | 2,253,096 | $59.0M |
| Tumwater Wealth Management, LLC | 29.87% | Add +1.7% | 2,185,457 | $57.3M |
| Asset Dedication, LLC | 4.62% | Reduce -10.3% | 2,174,573 | $57.0M |
| Capstone Financial Advisors, Inc. | 3.57% | Reduce -2.2% | 2,168,282 | $56.8M |
| Morton Capital Management LLC | 10.71% | Add +3.9% | 2,116,786 | $55.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.07% | Reduce -3.6% | 1,957,773 | $51.5M |
| Creative Capital Management Investments LLC | 19.82% | Add +6.8% | 1,959,697 | $51.3M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -1.4% | 1,832,416 | $48.0M |
| BetterWealth, LLC | 13.20% | Add +2.3% | 1,794,893 | $47.0M |
| Glassman Wealth Services | 7.84% | Add +4.5% | 1,788,635 | $46.9M |
| Greenspring Advisors, LLC | 10.98% | Reduce -10.9% | 1,766,764 | $46.3M |
| Baker Boyer National Bank | 16.33% | Add +1.0% | 1,689,779 | $44.3M |
| HFM Investment Advisors, LLC | 21.34% | — | 1,679,564 | $44.0M |
| Confluence Wealth Services, Inc. | 2.60% | Add +14.6% | 1,563,959 | $41.2M |
| Trellis Wealth Advisors LLC | 19.78% | Add +0.4% | 1,555,655 | $40.8M |
| Jackson Thornton Wealth Management, LLC | 5.28% | Reduce -6.1% | 1,535,422 | $39.8M |
| Bank of America Corp. | 0.00% | Add +5.2% | 1,507,375 | $39.5M |
| Altiora Financial Group, LLC | 8.25% | Reduce -2.6% | 1,481,629 | $38.8M |
| ShankerValleau Wealth Advisors, Inc. | 12.25% | Reduce -1.3% | 1,439,354 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.9% | 1,437,851 | $37.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.70% | Reduce -3.3% | 1,430,766 | $37.5M |
| Financial Symmetry Inc | 22.37% | Add +6.2% | 1,390,134 | $36.4M |
| N.E.W. Advisory Services LLC | 2.66% | Add +10.1% | 1,325,007 | $34.7M |
| Cardiff Park Advisors, LLC | 3.33% | Add +1.0% | 1,314,393 | $34.4M |
| BlueSky Wealth Advisors, LLC | 5.33% | Add +4.6% | 1,312,871 | $34.4M |
| Private Advisor Group, LLC | 0.21% | Add +0.6% | 1,304,586 | $34.2M |
| Master's Wealth Management Inc. | 17.80% | Add +2.6% | 1,294,142 | $33.9M |
| Cardinal Point Capital Management ULC | 3.08% | Add +3.7% | 1,278,063 | $33.5M |
| Forum Financial Management, LP | 0.52% | Reduce -8.5% | 1,207,418 | $31.6M |
| Onyx Financial Advisors, LLC | 15.89% | Add +5.8% | 1,146,440 | $30.0M |
| Warburton Capital Management, LLC | 21.05% | Add +5.4% | 1,109,670 | $29.1M |
| Babb Wealth Advisors LLC | 23.12% | Add +2.9% | 1,101,163 | $28.9M |
| LRI Investments, LLC | 2.79% | Add +10.8% | 1,100,527 | $28.8M |
| Vance Wealth, LLC | 10.78% | Reduce -1.7% | 1,094,442 | $28.7M |
| Apella Capital, LLC | 0.91% | Add +21.5% | 1,060,948 | $26.5M |
| TCI Wealth Advisors, Inc. | 2.07% | Add +3.2% | 986,778 | $25.9M |
| HighTower Advisors, LLC | 0.03% | Add +1.0% | 963,930 | $25.3M |
| Meridian Wealth Partners, LLC | 3.97% | Reduce -5.3% | 948,582 | $24.9M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -1.9% | 891,552 | $23.4M |
| Sensible Money, LLC | 9.38% | Reduce -3.6% | 835,632 | $21.9M |
| Accredited Investor Services, LLC | 18.17% | Add +4.3% | 830,205 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.5% | 819,862 | $21.5M |
| Shearwater Capital LLC | 14.92% | Add +0.7% | 810,617 | $21.2M |
| Mercer Global Advisors Inc. | 0.05% | Add +40.7% | 758,998 | $19.9M |
| Symmetry Partners, LLC | 2.76% | Reduce -2.5% | 758,727 | $19.9M |
| Corient Private Wealth LP | 0.03% | Reduce -1.1% | 747,207 | $19.6M |
| Aspiriant, LLC | 0.68% | Add +1.4% | 745,315 | $19.5M |
| Chicago Partners Investment Group LLC | 0.64% | Reduce -3.2% | 704,793 | $19.3M |
| Momentous Wealth Management, Inc. | 13.42% | Add +18.2% | 723,859 | $19.0M |
| Cahill Financial Advisors Inc. | 2.54% | Add +9.2% | 713,213 | $18.7M |
| Conrad Siegel Investment Advisors, Inc. | 4.79% | Add +4.0% | 712,934 | $18.7M |
| MilWealth Group LLC | 5.12% | Add +0.5% | 709,799 | $18.6M |
| Claris Advisors, LLC / Mo / | 6.92% | Reduce -5.6% | 708,901 | $18.6M |
| Glassy Mountain Advisors, Inc. | 6.48% | Add +2.7% | 698,668 | $18.3M |
| David Wealth Management LLC | 15.00% | Add +1.0% | 684,175 | $17.9M |
| Savant Capital, LLC | 0.15% | Add +0.5% | 682,842 | $17.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +0.6% | 636,692 | $16.7M |
| Wolfstich Capital, LLC | 14.82% | No change | 625,980 | $16.4M |
| HTG Investment Advisors, Inc. | 6.83% | Add +1.1% | 624,979 | $16.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -8.8% | 615,415 | $16.1M |
| Legacy Financial Group, Inc. | 5.14% | Add +6.7% | 610,981 | $16.0M |
| Prosperity Planning, Inc. | 7.02% | Reduce -1.7% | 594,643 | $15.6M |
| Brighton Jones LLC | 0.50% | Add +3.9% | 590,989 | $15.5M |
| IFG Advisory, LLC | 0.86% | Add +1.6% | 589,175 | $15.4M |
| Cherrydale Wealth Management, LLC | 6.02% | Add +2.6% | 581,256 | $15.2M |
| Vested Financial Planning, LLC | 15.18% | Reduce -8.9% | 579,625 | $15.2M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -11.3% | 551,479 | $14.4M |
| Tassel Capital Management, Inc. | 12.62% | Add +5.1% | 550,993 | $14.4M |
| Grand Wealth Management, LLC | 7.70% | Reduce -0.1% | 534,684 | $14.0M |
| Grunden Financial Advisory, Inc. | 6.75% | Reduce -4.5% | 530,007 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +177.9% | 526,633 | $13.8M |
| von Borstel & Associates, Inc. | 4.00% | Add +33.4% | 510,919 | $13.4M |
| Modera Wealth Management, LLC | 0.18% | Reduce -1.4% | 506,948 | $13.3M |
| North Ridge Wealth Advisors, Inc. | 8.73% | Add +5.7% | 498,986 | $13.1M |
| Old Mission Capital LLC | 0.24% | Add +12.2% | 483,689 | $12.7M |
| Ruedi Wealth Management, Inc. | 3.80% | Reduce -2.1% | 462,935 | $12.1M |
| Cetera Investment Advisers | 0.02% | Add +38.1% | 461,320 | $12.1M |
| Lauterbach Financial Advisors, LLC | 7.53% | Reduce -0.6% | 461,089 | $12.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 451,717 | $11.8M |
| Strategic Investment Solutions, Inc. | 3.43% | Add +18.1% | 451,443 | $11.8M |
| Conquis Financial LLC | 11.82% | Add +13.8% | 434,472 | $11.4M |
| Creative Planning | 0.01% | Add +1.0% | 410,221 | $10.7M |
| Equitable Holdings, Inc. | 0.10% | Add +1.7% | 403,838 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +2.1% | 399,762 | $10.5M |
| Destiny Wealth Partners, LLC | 1.66% | Reduce -45.9% | 398,701 | $10.4M |
| ARK & TLK Investments, LLC | 3.68% | Reduce -0.6% | 398,504 | $10.4M |
| Silver Oak Advisory Group, Inc. | 5.53% | Add +0.2% | 397,455 | $10.4M |
| Jane Street Group, LLC | 0.02% | Add +2257.8% | 391,414 | $10.3M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Reduce -1.0% | 391,288 | $10.3M |
| Trust Co of the South | 2.14% | Add +0.1% | 390,756 | $10.2M |
| Truepoint, Inc. | 0.27% | Reduce -2.4% | 386,590 | $10.1M |
| FMB Wealth Management | 5.39% | Add +19.3% | 371,926 | $9.7M |
| Pure Financial Advisors, LLC | 0.20% | Reduce -0.9% | 369,260 | $9.7M |
| American Investment Services, Inc. | 1.70% | Reduce -2.3% | 368,639 | $9.7M |
| Binnacle Investments Inc | 6.97% | — | 364,393 | $9.5M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 352,644 | $9.2M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -0.2% | 350,993 | $9.2M |
| ERn Financial, LLC | 1.43% | Reduce -9.8% | 346,094 | $9.1M |
| Andrews, Lucia Wealth Management LLC | 6.07% | Reduce -3.9% | 363,346 | $9.0M |
| Farther Finance Advisors, LLC | 0.23% | Add +7464.0% | 342,194 | $9.0M |
| Financial Connections Group, Inc. | 4.03% | Reduce -7.2% | 342,426 | $9.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -33.4% | 340,783 | $8.9M |
| Hemington Wealth Management | 1.38% | Reduce -1.1% | 340,511 | $8.9M |
| Live Oak Private Wealth LLC | 1.39% | Add +16.1% | 327,764 | $8.6M |
| SJS Investment Consulting Inc. | 1.45% | Reduce -1.7% | 325,255 | $8.5M |
| Porter White Investment Advisors, Inc. | 4.19% | Add +5.1% | 323,469 | $8.5M |
| Cambridge Financial Group, LLC | 3.56% | Add +0.2% | 320,152 | $8.4M |
| Moisand Fitzgerald Tamayo, LLC | 1.13% | Reduce -1.4% | 311,542 | $8.2M |
| B&D White Capital Company, LLC | 1.20% | New | 310,840 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -3.7% | 310,772 | $8.1M |
| Hurlow Wealth Management Group, Inc. | 2.54% | Add +2.8% | 310,697 | $8.1M |
| Cloud Capital Management, LLC | 5.76% | — | 309,424 | $8.1M |
| First National Bank Sioux Falls | 3.27% | Reduce -1.3% | 308,472 | $8.1M |
| Willow Creek Wealth Management Inc. | 0.77% | Add +0.6% | 303,426 | $7.9M |
| Betterment LLC | 0.02% | Add +1.2% | 294,493 | $7.7M |
| Eldridge Investment Advisors, Inc. | 1.72% | Add +1.5% | 285,457 | $7.5M |
| Captrust Financial Advisors | 0.02% | Reduce -4.9% | 271,708 | $7.1M |
| Sax Wealth Advisors, LLC | 0.51% | Reduce -1.1% | 271,269 | $7.1M |
| Magnolia Capital Advisors LLC | 1.93% | Reduce -1.5% | 270,503 | $7.1M |
| PBMares Wealth Management LLC | 1.39% | Reduce -9.2% | 265,394 | $7.0M |
| Warwick Investment Management, Inc. | 1.35% | Reduce -8.7% | 247,172 | $6.5M |
| Capstone Wealth Management, LLC | 6.44% | Add +0.7% | 246,742 | $6.5M |
| Peirce Capital Management, LLC | 3.17% | Reduce -1.0% | 244,697 | $6.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.49% | Reduce -8.9% | 247,404 | $6.1M |
| SC&H Financial Advisors, Inc. | 1.18% | Add +8.4% | 229,665 | $6.0M |
| Tranquilli Financial Advisor LLC | 3.78% | Add +6.3% | 227,739 | $6.0M |
| Aerodigm Wealth, LLC | 3.31% | Reduce -1.1% | 226,431 | $5.9M |
| Bayshore Asset Management, LLC | 2.90% | Reduce -0.3% | 222,583 | $5.8M |
| Mather Group, Llc. | 0.07% | Add +1.4% | 220,880 | $5.8M |
| Dopkins Wealth Management, LLC | 2.93% | Reduce -2.7% | 220,121 | $5.8M |
| Park Avenue Securities LLC | 0.07% | Add +3.2% | 218,536 | $5.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +2.5% | 213,761 | $5.6M |
| Hassell Wealth Management, LLC | 2.39% | Reduce -17.8% | 218,541 | $5.6M |
| Vantage Point Financial LLC | 2.79% | Reduce -0.7% | 211,523 | $5.5M |
| Cwm, LLC | 0.02% | Reduce -0.9% | 208,220 | $5.5M |
| Integrated Advisors Network LLC | 0.28% | Reduce -3.0% | 207,718 | $5.4M |
| DiNuzzo Private Wealth, Inc. | 0.68% | Reduce -0.6% | 205,273 | $5.4M |
| Phillips Financial Management, LLC | 0.41% | Reduce -6.8% | 204,278 | $5.4M |
| JP Wealth Management, Inc. | 4.15% | New | 196,380 | $5.1M |
| CGN Advisors LLC | 0.49% | Add +13.4% | 191,441 | $5.0M |
| Aspen Capital Management, LLC | 1.59% | — | 189,935 | $5.0M |
| Gould Asset Management LLC | 1.01% | Add +3.3% | 187,708 | $4.9M |
| Awm Capital, LLC | 0.56% | Reduce -1.7% | 183,795 | $4.8M |
| RS Crum Inc. | 1.29% | Reduce -0.2% | 182,326 | $4.8M |
| Canopy Partners, LLC | 1.80% | Add +6.4% | 176,633 | $4.6M |
| Investment Advisory Group, LLC | 1.53% | Add +0.5% | 174,914 | $4.6M |
| Greenwood Capital Associates LLC | 0.61% | Add +24.4% | 173,945 | $4.6M |
| RAM Investment Partners, LLC | 1.08% | Reduce -0.6% | 166,867 | $4.4M |
| RBF Capital, LLC | 0.27% | No change | 165,000 | $4.3M |
| Tillman Hartley LLC | 1.24% | No change | 162,854 | $4.3M |
| Cornerstone Financial Group, LLC | 3.74% | Add +4.5% | 149,995 | $4.2M |
| GEM Asset Management, LLC | 2.21% | Add +1.3% | 149,739 | $3.9M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +7.0% | 148,369 | $3.9M |
| Earned Wealth Advisors, LLC | 0.84% | Add +4.0% | 145,885 | $3.8M |
| Visionary Wealth Advisors | 0.23% | Add +3.2% | 145,290 | $3.8M |
| Summit Wealth Group, LLC | 1.09% | Reduce -0.9% | 142,616 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.20% | Reduce -2.9% | 139,223 | $3.6M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +8.2% | 136,932 | $3.6M |
| Concord Wealth Partners | 0.57% | Reduce -3.4% | 132,557 | $3.5M |
| Gradient Capital Advisors, LLC | 1.13% | Add +7.9% | 132,400 | $3.5M |
| Keystone Financial Group, Inc. | 2.44% | Add +22.0% | 126,218 | $3.5M |
| Herold Advisors, Inc. | 0.73% | Add +3.1% | 126,896 | $3.3M |
| Ballentine Partners, LLC | 0.06% | No change | 126,663 | $3.3M |
| Elios Financial Group Inc. | 1.63% | Reduce -0.2% | 125,708 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 123,120 | $3.2M |
| Wealth Architects, LLC | 0.35% | Add +4.4% | 122,817 | $3.2M |
| Heritage Wealth Management, Inc./Texas | 1.85% | Reduce -8.0% | 121,746 | $3.2M |
| Harbor Group, Inc. | 0.63% | Add +0.2% | 120,167 | $3.1M |
| First Financial Group Corp | 3.54% | Add +4.2% | 119,266 | $3.1M |
| Evernest Financial Advisors, LLC | 1.12% | Reduce -19.4% | 118,614 | $3.1M |
| SwitchPoint Financial Planning, LLC | 2.93% | No change | 117,940 | $3.1M |
| Versant Capital Management, Inc | 0.52% | Reduce -0.3% | 117,875 | $3.1M |
| Rather & Kittrell, Inc. | 0.64% | Add +26.3% | 113,329 | $3.0M |
| Keb Asset Management, LLC | 0.84% | Reduce -1.3% | 113,136 | $3.0M |
| Morgan Stanley | 0.00% | Add +0.3% | 112,420 | $2.9M |
| Bridge Generations Wealth Management LLC | 1.84% | Reduce -6.3% | 111,554 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 111,237 | $2.9M |
| Cherry Tree Wealth Management, LLC | 0.68% | Add +10.0% | 107,958 | $2.8M |
| WPWealth LLP | 0.56% | Add +0.2% | 107,652 | $2.8M |
| Rockwood Wealth Management, LLC | 0.28% | Reduce -1.4% | 106,542 | $2.8M |
| United Wealth Management, LLC | 0.86% | Reduce -3.0% | 104,239 | $2.7M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -0.3% | 103,988 | $2.7M |
| RW Investment Management LLC | 0.33% | Reduce -0.7% | 102,463 | $2.7M |
| XY Planning Network, Inc. | 1.76% | Reduce -4.9% | 100,623 | $2.6M |
| Axxcess Wealth Management, LLC | 0.07% | New | 95,823 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +1.1% | 95,500 | $2.5M |
| Physician Wealth Solutions Inc. | 1.25% | Add +0.2% | 95,136 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 94,456 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.3% | 93,759 | $2.5M |
| Northwest Wealth Management, LLC | 0.48% | Reduce -1.6% | 91,674 | $2.4M |
| AQR Capital Management | 0.00% | Add +132.2% | 90,615 | $2.4M |
| Western Wealth Management, LLC | 0.16% | Reduce -13.8% | 90,337 | $2.4M |
| C M Bidwell & Associates Ltd. | 1.38% | Add +4.8% | 87,411 | $2.3M |
| Factor Wealth Management LTD | 0.70% | Reduce -0.2% | 86,517 | $2.3M |
| Squire Investment Management Company, LLC | 0.92% | Add +0.5% | 84,389 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -5.9% | 84,140 | $2.2M |
| Physician Wealth Advisors, Inc. | 0.37% | Add +0.1% | 81,176 | $2.1M |
| BCO Wealth Management LLC | 1.66% | Add +0.9% | 80,893 | $2.1M |
| HMV Wealth Advisors, LLC | 1.64% | No change | 78,663 | $2.1M |
| Topsail Wealth Management, LLC | 0.40% | Add +0.2% | 75,920 | $2.0M |
| Avantax Planning Partners, Inc. | 0.07% | Add +2.4% | 73,161 | $1.9M |
| Poinciana Advisors Group, LLC | 1.92% | No change | 70,898 | $1.9M |
| Corus Family Wealth Advisors | 1.26% | Add +7.0% | 70,475 | $1.8M |
| JDH Wealth Management, LLC | 1.58% | Reduce -3.4% | 70,458 | $1.8M |
| Aquire Wealth Advisors, LLC | 0.56% | Add +0.6% | 69,894 | $1.8M |
| Kraft Asset Management, LLC | 1.67% | Reduce -29.6% | 69,765 | $1.8M |
| Regions Financial Corp. | 0.01% | No change | 69,380 | $1.8M |
| MAI Capital Management | 0.01% | No change | 69,373 | $1.8M |
| Waypoint Wealth Partners Inc. | 0.49% | No change | 67,899 | $1.8M |
| Wealth Advisors Northwest LLC | 1.13% | No change | 67,829 | $1.8M |
| Simplicity Wealth,LLC | 0.14% | New | 67,474 | $1.8M |
| Alpha Financial Advisors, LLC | 0.78% | Reduce -2.8% | 67,033 | $1.8M |
| Melfa Wealth Management, Inc. | 1.18% | Reduce -1.3% | 66,931 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.5% | 66,668 | $1.7M |
| Lam Group, Inc. | 1.28% | Reduce -1.0% | 66,539 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.82% | Reduce -13.1% | 65,641 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -10.3% | 63,972 | $1.7M |
| Lansing Street Advisors | 0.55% | Add +0.3% | 62,601 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.81% | Add +0.4% | 62,525 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.41% | No change | 62,411 | $1.6M |
| Red Lighthouse Investment Management, LLC | 0.65% | Add +4.1% | 62,815 | $1.6M |
| Applied Capital LLC | 0.78% | Reduce -0.6% | 60,842 | $1.6M |
| Liberty Capital Management, Inc. | 0.35% | No change | 60,457 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.9% | 60,029 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +73.7% | 58,908 | $1.6M |
| New Dimensions Wealth Management, LLC | 1.55% | — | 59,313 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +69.0% | 58,133 | $1.5M |
| Retirement Solution LLC | 0.43% | Reduce -36.2% | 57,955 | $1.5M |
| Astra Wealth Partners LLC | 1.45% | No change | 57,943 | $1.5M |
| Hutchinson Capital Management | 0.28% | Add +0.4% | 56,699 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -25.2% | 56,551 | $1.5M |
| Investmark Advisory Group LLC | 0.68% | Reduce -1.0% | 52,522 | $1.4M |
| IFG Advisors, LLC | 0.26% | Reduce -1.6% | 51,655 | $1.4M |
| Vannoy Advisory Group, Inc. | 1.00% | Add +2.6% | 51,599 | $1.4M |
| Merit Financial Group, LLC | 0.02% | Add +13.7% | 51,137 | $1.3M |
| Berger Financial Group, Inc | 0.09% | Reduce -5.6% | 50,938 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.0% | 50,895 | $1.3M |
| Unconventional Investor, LLC | 0.76% | No change | 48,888 | $1.3M |
| Elevate Wealth Advisory, Inc. | 0.90% | Add +0.0% | 48,590 | $1.3M |
| Townsquare Capital LLC | 0.01% | Reduce -1.0% | 48,565 | $1.3M |
| Brady Martz Wealth Solutions, LLC | 0.29% | Reduce -0.0% | 48,325 | $1.3M |
| Security Financial Services, INC. | 0.25% | Reduce -4.6% | 47,506 | $1.2M |
| Heritage Wealth Management, Inc. | 1.05% | Reduce -0.8% | 46,963 | $1.2M |
| Prudent Man Investment Management, Inc. | 0.68% | No change | 49,363 | $1.2M |
| Life Planning Partners, Inc | 1.11% | Add +1.0% | 46,755 | $1.2M |
| Cypress Point Wealth Management, LLC | 0.39% | Reduce -33.6% | 46,472 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.8% | 46,342 | $1.2M |
| Krilogy Financial LLC | 0.08% | Add +0.0% | 46,011 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.4% | 45,704 | $1.2M |
| Clarity Capital Advisors, LLC | 0.77% | Add +1.0% | 44,849 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.67% | New | 44,434 | $1.2M |
| VERITY Wealth Advisors | 0.85% | No change | 43,719 | $1.1M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -43.7% | 43,523 | $1.1M |
| Rf&l Wealth Management, LLC | 0.80% | Reduce -0.6% | 42,901 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -30.4% | 41,942 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -30.4% | 41,942 | $1.1M |
| Morris Financial Concepts, Inc. | 0.46% | Reduce -2.6% | 41,809 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.1% | 40,854 | $1.1M |
| Choreo, LLC | 0.02% | Add +19.6% | 40,775 | $1.1M |
| CVA Family Office, LLC | 0.16% | Reduce -25.9% | 40,747 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.44% | Reduce -23.5% | 40,540 | $1.1M |
| Fiduciary Financial Group, LLC | 0.23% | Add +0.9% | 43,029 | $1.1M |
| Evoke Wealth, LLC | 0.03% | New | 40,400 | $1.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.37% | No change | 40,106 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +12.4% | 39,883 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +23.1% | 39,856 | $1.0M |
| KM Capital Management Ltd. | 0.56% | Add +1.3% | 39,630 | $1.0M |
| Spinnaker Investment Group, LLC | 0.23% | No change | 39,375 | $1.0M |
| McGrath & Associates, Inc. | 1.86% | Add +380.0% | 38,950 | $1.0M |
| TruNorth Capital Management, LLC | 0.25% | No change | 38,726 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 38,263 | $1.0M |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $998K |
| Wealthstream Advisors, Inc. | 0.19% | Reduce -0.5% | 38,068 | $997K |
| Sage Rhino Capital LLC | 0.23% | Add +11.9% | 37,679 | $987K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -0.2% | 37,587 | $985K |
| Market Street Wealth Management Advisors LLC | 0.17% | Add +4.2% | 37,461 | $981K |
| Montis Financial, LLC | 0.29% | Reduce -1.1% | 37,142 | $973K |
| Capital Planning LLC | 0.27% | Reduce -2.2% | 37,077 | $971K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -3.8% | 37,019 | $970K |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 36,836 | $965K |
| Zhang Financial LLC | 0.05% | Add +3.6% | 36,822 | $965K |
| M Wealth Management, LLC | 0.89% | Reduce -4.1% | 36,433 | $955K |
| Verus Capital Partners, LLC | 0.09% | New | 36,212 | $949K |
| Westmount Partners, LLC | 0.29% | No change | 36,105 | $946K |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.1% | 35,812 | $938K |
| Apollon Financial, LLC | 0.22% | New | 35,741 | $936K |
| Intelligent Financial Strategies | 0.49% | No change | 35,705 | $935K |
| Foundation Wealth Management, LLC\PA | 0.44% | Add +0.2% | 34,953 | $916K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Reduce -13.5% | 34,922 | $914K |
| waypoint wealth counsel | 0.57% | Reduce -4.5% | 34,713 | $909K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 34,671 | $908K |
| Curio Wealth, LLC | 0.47% | Reduce -99.9% | 22 | $901K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Reduce -7.7% | 34,243 | $897K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +9.2% | 33,522 | $878K |
| Financial Counselors Inc. | 0.01% | No change | 33,104 | $867K |
| Leading Edge Financial Planning LLC | 0.27% | Reduce -1.8% | 32,590 | $854K |
| Investment Planning Advisors, Inc. | 0.34% | Add +11.4% | 32,119 | $842K |
| Tortoise Investment Management, LLC | 0.09% | Reduce -2.4% | 31,938 | $837K |
| Francis Financial, Inc. | 0.20% | Reduce -2.4% | 31,929 | $837K |
| Clark Asset Management, LLC | 0.14% | No change | 31,535 | $826K |
| Savvy Advisors, Inc. | 0.08% | New | 31,181 | $817K |
| Disciplined Investors, L.L.C. | 0.72% | Add +0.2% | 30,641 | $803K |
| Stratos Wealth Advisors, LLC | 0.04% | No change | 30,599 | $802K |
| Blue Trust, Inc. | 0.01% | No change | 30,206 | $791K |
| Tanglewood Legacy Advisors, LLC | 0.35% | Reduce -5.1% | 30,200 | $791K |
| Parkwoods Wealth Partners, LLC | 0.53% | New | 30,112 | $789K |
| M&T Bank Corp | 0.00% | No change | 29,950 | $785K |
| Five Oceans Advisors | 0.37% | Reduce -6.7% | 29,321 | $768K |
| Red Wave Investments LLC | 0.27% | Reduce -20.0% | 29,103 | $762K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 28,269 | $741K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -9.7% | 28,200 | $739K |
| Lynx Investment Advisory | 0.48% | Reduce -22.5% | 27,604 | $723K |
| Partners in Financial Planning | 0.14% | Add +0.2% | 26,920 | $705K |
| Voisard Asset Management Group, Inc. | 0.21% | Add +74.9% | 26,917 | $705K |
| Glass Jacobson Investment Advisors llc | 0.23% | No change | 27,965 | $695K |
| Total Clarity Wealth Management, Inc. | 0.23% | No change | 27,843 | $692K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -15.2% | 25,674 | $692K |
| Quadrant Private Wealth Management, LLC | 0.17% | No change | 26,178 | $686K |
| Brewster Financial Planning LLC | 0.49% | Add +1.1% | 25,469 | $667K |
| FMR LLC | 0.00% | Reduce -16.6% | 25,340 | $664K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +69.1% | 25,169 | $659K |
| Signet Financial Management, LLC | 0.09% | Reduce -8.3% | 25,140 | $659K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $655K |
| Hill Investment Group Partners, LLC | 0.09% | Reduce -2.6% | 24,931 | $653K |
| Midwest Heritage Bank, FSB | 0.26% | Reduce -6.8% | 24,233 | $635K |
| Freedom Investment Management, Inc. | 0.05% | Add +5.8% | 24,227 | $635K |
| Waterfront Wealth Inc. | 0.15% | No change | 24,158 | $633K |
| Shakespeare Wealth Management, LLC | 0.17% | Add +11.0% | 24,082 | $631K |
| Kaufman Rossin Wealth, LLC | 0.44% | Add +0.0% | 23,684 | $621K |
| LJI Wealth Management, LLC | 0.12% | Reduce -0.2% | 23,377 | $612K |
| M Holdings Securities, Inc. | 0.10% | Add +0.3% | 23,132 | $606K |
| Cannon Financial Strategists, Inc. | 0.10% | Reduce -60.1% | 22,873 | $599K |
| Scratch Capital LLC | 0.61% | Add +31.6% | 22,687 | $594K |
| Rise Advisors, LLC | 0.26% | Add +0.3% | 22,619 | $593K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -15.8% | 22,531 | $590K |
| Elser Financial Planning, Inc | 0.81% | Reduce -96.0% | 22,303 | $584K |
| Annandale Capital, LLC | 0.11% | Add +48.0% | 22,293 | $584K |
| NBT Bank, N.A. | 0.04% | No change | 22,194 | $582K |
| KOM Wealth Management Group, LLC | 0.51% | Reduce -4.4% | 22,114 | $579K |
| Financial Alternatives, Inc | 0.41% | Add +6.8% | 21,982 | $576K |
| Stewardship Advisors, LLC | 0.15% | Add +12.3% | 21,802 | $571K |
| TFB Advisors LLC | 0.16% | Reduce -13.1% | 21,706 | $569K |
| Oak Wealth Advisors LLC | 0.41% | Add +0.1% | 20,985 | $550K |
| Colonial Trust Co / SC | 0.08% | Reduce -41.8% | 20,682 | $542K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.2% | 20,158 | $528K |
| Boyce & Associates Wealth Consulting, Inc. | 0.51% | Reduce -10.5% | 19,447 | $510K |
| Holcombe Financial, Inc. | 0.42% | Reduce -0.4% | 19,418 | $509K |
| DecisionPoint Financial, LLC | 0.15% | Reduce -0.1% | 19,410 | $509K |
| Independent Wealth Network Inc. | 0.20% | Reduce -5.8% | 19,310 | $506K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 19,107 | $501K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.1% | 19,096 | $500K |
| Sprinkle Financial Consultants LLC | 0.32% | Add +1.8% | 19,087 | $500K |
| Advisors Capital Management, LLC | 0.01% | Reduce -44.0% | 19,086 | $500K |
| JB Capital LLC | 0.03% | Add +0.3% | 18,922 | $496K |
| RB Capital Management, LLC | 0.13% | Add +7.8% | 18,757 | $491K |
| Keystone Financial Services | 0.19% | Reduce -2.1% | 18,642 | $488K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -6.3% | 18,336 | $480K |
| Private Trust Co. NA | 0.05% | No change | 17,693 | $464K |
| Probity Advisors, Inc. | 0.09% | No change | 17,231 | $451K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 17,072 | $447K |
| Signaturefd, LLC | 0.01% | Add +0.2% | 16,963 | $444K |
| Mission Wealth Management, LP | 0.01% | No change | 16,883 | $442K |
| Two West Capital Advisors LLC | 0.36% | Reduce -6.9% | 17,134 | $433K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.0% | 16,694 | $430K |
| Facet Wealth, Inc. | 0.01% | Reduce -3.3% | 15,514 | $427K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $418K |
| Citizens Financial Group Inc. | 0.01% | New | 15,948 | $418K |
| Ancora Advisors LLC | 0.01% | Reduce -1.0% | 15,878 | $416K |
| Strategent Financial, LLC | 0.37% | Add +21.2% | 15,806 | $414K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +0.0% | 15,593 | $409K |
| Renasant Bank | 0.27% | No change | 15,353 | $402K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 15,249 | $400K |
| SCS Capital Management LLC | 0.01% | New | 15,247 | $399K |
| Bessemer Group Inc. | 0.00% | No change | 15,219 | $399K |
| Websterrogers Financial Advisors, LLC | 0.14% | Reduce -22.5% | 15,228 | $399K |
| Syverson Strege & Co | 0.13% | No change | 15,080 | $395K |
| Wells Fargo & Company | 0.00% | Add +84.5% | 14,928 | $391K |
| Quantinno Capital Management LP | 0.00% | Reduce -10.0% | 14,661 | $384K |
| RVW Wealth, LLC | 0.04% | Reduce -25.9% | 14,616 | $383K |
| Ascent Group, LLC | 0.02% | Reduce -3.2% | 14,405 | $377K |
| Signature Resources Capital Management, LLC | 0.31% | Add +0.0% | 13,927 | $365K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 13,766 | $361K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 13,691 | $359K |
| Archer Investment Management, LLC | 0.25% | Reduce -16.8% | 13,653 | $358K |
| Certified Advisory Corp | 0.04% | Add +0.3% | 13,644 | $357K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.2% | 13,616 | $357K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 13,557 | $355K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $354K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,483 | $353K |
| Shotwell Rutter Baer Inc | 0.30% | Reduce -0.4% | 13,860 | $336K |
| Future You Wealth LLC | 0.21% | No change | 12,683 | $332K |
| Burk Holdings LLC | 0.25% | Add +13.3% | 12,682 | $332K |
| Tableaux LLC | 0.24% | Add +36.7% | 12,673 | $332K |
| Falcon Wealth Planning | 0.04% | Reduce -5.3% | 12,634 | $331K |
| 25 LLC | 0.14% | No change | 12,539 | $329K |
| Root Financial Partners, LLC | 0.03% | Add +0.1% | 12,430 | $326K |
| IFP Advisors, Inc | 0.01% | Add +12.0% | 12,399 | $325K |
| Motco | 0.03% | No change | 12,372 | $324K |
| Jessup Wealth Management, Inc | 0.14% | New | 12,324 | $323K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 12,322 | $323K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,189 | $319K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $318K |
| Canvas Wealth Advisors, LLC | 0.08% | New | 12,030 | $316K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.13% | No change | 12,287 | $315K |
| MPWM Advisory Solutions, LLC | 0.23% | Add +0.0% | 12,019 | $315K |
| HUB Investment Partners, LLC | 0.01% | Add +21.4% | 12,002 | $314K |
| McCarthy Asset Management, Inc. | 0.23% | Add +0.2% | 11,942 | $313K |
| American Financial Advisors, LLC | 0.05% | No change | 11,928 | $313K |
| Gemmer Asset Management LLC | 0.03% | Reduce -3.0% | 11,873 | $311K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | New | 11,868 | $311K |
| SageOak Financial, LLC | 0.27% | New | 11,761 | $308K |
| Threadgill Financial, LLC | 0.16% | No change | 11,718 | $307K |
| Waterloo Capital, L.P. | 0.03% | New | 11,599 | $304K |
| Geneos Wealth Management Inc. | 0.01% | Add +417.3% | 11,582 | $303K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -2.0% | 11,553 | $303K |
| Canandaigua National Trust Co of Florida | 0.27% | Reduce -73.1% | 11,492 | $301K |
| Better Money Decisions, LLC | 0.20% | Add +0.3% | 11,154 | $292K |
| Michael A. Dubis Financial Planning, LLC | 0.28% | Add +11.4% | 11,120 | $291K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 11,734 | $289K |
| Joel Adams & Associates, Inc. | 0.26% | Add +0.3% | 10,984 | $288K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +0.3% | 10,828 | $284K |
| Hidden Cove Wealth Management, LLC | 0.22% | No change | 10,764 | $282K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.6% | 10,601 | $278K |
| Total Wealth Planning, LLC | 0.04% | Reduce -12.5% | 10,486 | $275K |
| Clayton Financial Group LLC | 0.10% | No change | 10,420 | $273K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $269K |
| Level Wealth Management LLC | 0.18% | No change | 10,218 | $268K |
| Caprock Group, LLC | 0.01% | Reduce -2.2% | 10,206 | $267K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -18.2% | 10,123 | $265K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $255K |
| MB Generational Wealth, LLC | 0.19% | Add +6.1% | 9,643 | $253K |
| Kovack Advisors, Inc. | 0.03% | No change | 9,520 | $249K |
| American Capital Advisory, LLC | 0.13% | No change | 9,344 | $245K |
| Clearstead Advisors, LLC | 0.00% | Reduce -33.5% | 9,257 | $243K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.6% | 9,168 | $240K |
| Edge Financial Advisors LLC | 0.15% | New | 9,163 | $240K |
| Sowell Financial Services LLC | 0.01% | New | 9,067 | $238K |
| Chico Wealth RIA | 0.21% | No change | 9,052 | $237K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.2% | 8,998 | $236K |
| Essential Planning, LLC. | 0.09% | Reduce -98.5% | 8,950 | $234K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,928 | $234K |
| Dunhill Financial, LLC | 0.11% | New | 8,907 | $233K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -91.3% | 8,729 | $228K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 8,691 | $228K |
| Orin Green Financial, LLC | 0.11% | New | 8,786 | $227K |
| World Investment Advisors | 0.01% | No change | 8,587 | $225K |
| Everest Private Wealth | 0.21% | No change | 8,585 | $225K |
| Bank of Montreal | 0.00% | Add +110.0% | 8,568 | $224K |
| Main Street Financial Solutions, LLC | 0.02% | New | 8,556 | $224K |
| Granite Harbor Advisors, Inc. | 0.12% | New | 8,464 | $222K |
| Northeast Financial Group, Inc. | 0.08% | Reduce -2.7% | 8,437 | $221K |
| Marcum Wealth, LLC | 0.02% | Add +0.1% | 8,422 | $221K |
| BWM Planning, LLC | 0.09% | Add +0.3% | 8,377 | $219K |
| Samalin Investment Counsel, LLC | 0.09% | New | 8,282 | $217K |
| Kelly Financial Group LLC | 0.07% | New | 8,176 | $214K |
| MJP Associates Inc. | 0.04% | Reduce -4.0% | 8,174 | $214K |
| Advisor OS, LLC | 0.02% | Reduce -4.0% | 8,174 | $214K |
| Tru Independence Asset Management 2, LLC | 0.16% | No change | 8,162 | $214K |
| Milestone Asset Management Group, LLC | 0.19% | Add +0.1% | 8,135 | $213K |
| Mission Hills Financial Advisory, LLC | 0.15% | New | 8,040 | $211K |
| Oakwell Private Wealth Management, LLC | 0.06% | New | 7,981 | $209K |
| Compound Planning, Inc. | 0.01% | New | 7,901 | $207K |
| Financial Advocates Investment Management | 0.01% | New | 7,415 | $207K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 7,875 | $206K |
| Single Point Partners, LLC | 0.05% | New | 7,862 | $206K |
| Heritage Wealth Management, Inc. | 0.07% | New | 7,837 | $205K |
| Copperleaf Capital, LLC | 0.12% | New | 7,831 | $205K |
| Beacon Financial Advisory LLC | 0.06% | New | 7,828 | $205K |
| Mgo One Seven LLC | 0.01% | Reduce -29.0% | 7,786 | $204K |
| FSA Advisors, Inc. | 0.16% | New | 7,771 | $204K |
| Advisor Resource Council | 0.02% | New | 7,727 | $202K |
| Qube Research & Technologies Ltd | 0.00% | Add +54885.7% | 7,698 | $202K |
| Perennial Investment Advisors, LLC | 0.02% | New | 7,678 | $201K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -13.4% | 7,668 | $201K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.3% | 7,253 | $190K |
| Golden State Wealth Management, LLC | 0.03% | Add +117.6% | 7,003 | $183K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 6,716 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 7,222 | $169K |
| US Bancorp \de | 0.00% | No change | 6,403 | $168K |
| VSM Wealth Advisory, LLC | 0.06% | Add +8.2% | 6,349 | $166K |
| True Wealth Design, LLC | 0.06% | Reduce -3.8% | 5,796 | $152K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -24.1% | 5,657 | $148K |
| Parallel Advisors, LLC | 0.00% | No change | 5,388 | $141K |
| City State Bank | 0.04% | No change | 5,000 | $131K |
| Investors Research Corp | 0.03% | No change | 4,911 | $129K |
| Cedar Wealth Management, LLC | 0.04% | No change | 4,709 | $123K |
| Proathlete Wealth Management LLC | 0.04% | New | 4,657 | $122K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,574 | $120K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 4,421 | $116K |
| Smartleaf Asset Management LLC | 0.01% | No change | 4,237 | $112K |
| Spire Wealth Management | 0.00% | Reduce -44.7% | 4,259 | $112K |
| Coston, McIsaac & Partners | 0.03% | Add +0.2% | 4,177 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 3,978 | $104K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.1% | 3,953 | $104K |
| Harbour Investments, Inc. | 0.00% | Add +5.8% | 3,913 | $103K |
| Brooklyn Investment Group | 0.02% | New | 3,813 | $100K |
| Oakworth Capital, Inc. | 0.01% | New | 3,467 | $91K |
| Navigoe, LLC | 0.07% | No change | 3,319 | $86K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,207 | $84K |
| Orion Capital Management LLC | 0.03% | Reduce -22.6% | 2,681 | $70K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,549 | $67K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $66K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,475 | $65K |
| McIlrath & Eck, LLC | 0.01% | Add +0.3% | 2,055 | $54K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,019 | $53K |
| Rossby Financial, LCC | 0.02% | New | 1,823 | $49K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,712 | $45K |
| Arax Advisory Partners | 0.00% | New | 1,629 | $43K |
| Redmont Wealth Advisors LLC | 0.08% | New | 1,617 | $42K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,534 | $40K |
| Nemes Rush Group LLC | 0.00% | New | 1,380 | $36K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +6.0% | 1,333 | $35K |
| CX Institutional | 0.00% | New | 1,346 | $35K |
| Key Financial Inc | 0.01% | No change | 1,225 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +4.5% | 1,208 | $32K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,174 | $31K |
| Pillar Financial Advisors, LLC | 0.02% | Reduce -16.5% | 1,130 | $30K |
| Continuum Advisory, LLC | 0.00% | No change | 1,102 | $29K |
| Rialto Wealth Management, LLC | 0.01% | No change | 883 | $23K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 759 | $20K |
| Winch Advisory Services, LLC | 0.00% | Add +0.3% | 582 | $15K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $15K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 460 | $12K |
| Bare Financial Services, Inc | 0.00% | No change | 309 | $8K |
| Spurstone Advisory Services, LLC | 0.10% | No change | 189 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 163 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 159 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 152 | $4K |
| Fifth Third Bancorp | 0.00% | Reduce -96.8% | 72 | $2K |
| Transce3nd, LLC | 0.00% | No change | 30 | $786 |
| BlackRock, Inc. | 0.00% | New | 1 | $25 |
"% 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.