Dimensional World Ex US CoreDFAXETF
13F holders, Q2 2025 (June 30)599holders +41
59new positions
20sold out
3famous investors
$29.38avg. 13F price*
At the end of Q2 2025, 599 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 41 from Q1 2025. 59 opened new positions and 20 sold out. The largest holders were Focus Partners Wealth ($302.7M), LPL Financial LLC ($235.7M) and Envestnet Asset Management Inc. ($223.7M). 3 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 Ken Fisher (0.0% of Fisher Asset 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $124.4M |
| Exits | 20 | $15.0M |
All 13F filers, Q1 2025 → Q2 2025: 13,201,819 shares bought and 12,035,081 shares sold, net +1,166,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 599 holders
| Focus Partners Wealth | 0.66% | Reduce -3.6% | 10,306,430 | $302.7M |
| LPL Financial LLC | 0.08% | Add +2.4% | 8,024,667 | $235.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.1% | 7,615,838 | $223.7M |
| Geometric Wealth Advisors | 30.69% | Reduce -11.8% | 6,995,733 | $205.5M |
| Allworth Financial LP | 0.89% | Add +21.4% | 6,280,884 | $184.5M |
| Monograph Wealth Advisors, LLC | 20.82% | Add +3.8% | 5,749,117 | $168.9M |
| Glenmede Investment Management, LP | 0.76% | — | 5,135,326 | $150.8M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -2.9% | 4,933,976 | $144.9M |
| Great Waters Wealth Management | 16.60% | Reduce -0.3% | 4,344,383 | $127.6M |
| Plancorp, LLC | 4.16% | Reduce -0.8% | 4,087,877 | $120.1M |
| Royal Bank of Canada | 0.02% | Add +18.0% | 4,058,842 | $119.2M |
| JFS Wealth Advisors, LLC | 7.09% | Reduce -0.7% | 3,792,745 | $111.4M |
| Focus Partners Advisor Solutions, LLC | 1.44% | Reduce -7.7% | 3,679,168 | $108.1M |
| Triune Financial Partners, LLC | 29.35% | Reduce -1.9% | 3,631,152 | $106.6M |
| Alerus Financial NA | 7.48% | Add +0.1% | 3,538,198 | $103.9M |
| Comerica Bank | 0.39% | Reduce -2.4% | 3,459,555 | $101.6M |
| Pathstone Holdings, LLC | 0.35% | Reduce -5.6% | 3,001,123 | $88.1M |
| Jane Street Group, LLC | 0.14% | Add +645.5% | 2,917,896 | $85.7M |
| Assetmark, Inc. | 0.20% | Reduce -22.1% | 2,876,712 | $84.5M |
| Factory Mutual Insurance Co. | 0.92% | No change | 2,860,480 | $84.0M |
| Planning Center, Inc. | 9.26% | Reduce -2.3% | 2,850,542 | $83.7M |
| D.A. Davidson & Co. | 0.57% | Reduce -0.0% | 2,766,429 | $81.3M |
| Cobblestone Capital Advisors LLC | 4.14% | Add +0.1% | 2,752,510 | $80.8M |
| UBS Group AG | 0.02% | Reduce -1.6% | 2,594,530 | $76.2M |
| GeoWealth Management, LLC | 2.81% | Reduce -8.3% | 2,447,433 | $71.9M |
| Core Wealth Management, Inc. | 24.85% | Add +3.0% | 2,399,324 | $70.5M |
| Evanson Asset Management, LLC | 4.35% | Add +0.0% | 2,385,071 | $70.0M |
| New Capital Management LP | 19.11% | Add +3.5% | 2,331,006 | $68.5M |
| Tumwater Wealth Management, LLC | 30.44% | Add +2.1% | 2,230,808 | $65.5M |
| Morton Capital Management LLC | 11.39% | Add +3.3% | 2,187,499 | $64.2M |
| Asset Dedication, LLC | 4.52% | Reduce -2.6% | 2,118,305 | $62.2M |
| Capstone Financial Advisors, Inc. | 3.56% | Reduce -3.8% | 2,086,502 | $61.3M |
| Susquehanna International Group, LLP | 0.09% | New | 2,040,938 | $59.9M |
| Creative Capital Management Investments LLC | 20.58% | Add +0.1% | 1,960,626 | $57.6M |
| Glassman Wealth Services | 8.39% | Add +4.3% | 1,865,729 | $54.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.56% | Reduce -5.2% | 1,855,300 | $54.5M |
| BetterWealth, LLC | 13.77% | Add +2.0% | 1,830,211 | $53.8M |
| Cardinal Point Capital Management ULC | 3.95% | Add +33.0% | 1,699,457 | $49.9M |
| Baker Boyer National Bank | 17.10% | Reduce -0.1% | 1,688,504 | $49.6M |
| Trellis Wealth Advisors LLC | 21.19% | Add +6.5% | 1,657,619 | $48.7M |
| Confluence Wealth Services, Inc. | 2.64% | Add +5.3% | 1,647,049 | $48.4M |
| HFM Investment Advisors, LLC | 20.40% | Reduce -5.9% | 1,580,414 | $46.4M |
| Bank of America Corp. | 0.00% | Add +4.5% | 1,575,318 | $46.3M |
| Jackson Thornton Wealth Management, LLC | 5.11% | Reduce -1.4% | 1,513,637 | $44.6M |
| RFG Advisory, LLC | 1.02% | Reduce -74.3% | 1,477,428 | $43.4M |
| Altiora Financial Group, LLC | 8.40% | Reduce -1.2% | 1,464,348 | $43.0M |
| Financial Symmetry Inc | 21.82% | Add +3.5% | 1,438,802 | $42.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 1,426,569 | $41.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.67% | Reduce -4.8% | 1,362,512 | $40.0M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -27.0% | 1,338,253 | $39.3M |
| BlueSky Wealth Advisors, LLC | 5.67% | Add +1.2% | 1,328,699 | $39.0M |
| Cardiff Park Advisors, LLC | 3.37% | Add +1.0% | 1,327,506 | $39.0M |
| Master's Wealth Management Inc. | 18.18% | Add +2.5% | 1,326,523 | $39.0M |
| ShankerValleau Wealth Advisors, Inc. | 11.10% | Reduce -8.0% | 1,324,591 | $38.9M |
| LRI Investments, LLC | 3.13% | Add +13.8% | 1,252,551 | $36.8M |
| N.E.W. Advisory Services LLC | 3.54% | Reduce -6.3% | 1,240,838 | $36.4M |
| Strathmore Capital Advisors, Inc. | 15.76% | — | 1,204,254 | $35.7M |
| Apella Capital, LLC | 0.93% | Add +10.8% | 1,174,996 | $34.4M |
| Forum Financial Management, LP | 0.52% | Reduce -3.6% | 1,163,780 | $34.2M |
| Private Advisor Group, LLC | 0.18% | Reduce -11.4% | 1,155,152 | $33.9M |
| Onyx Financial Advisors, LLC | 16.03% | Add +0.4% | 1,150,877 | $33.8M |
| Warburton Capital Management, LLC | 19.66% | Add +0.5% | 1,115,577 | $33.2M |
| Vance Wealth, LLC | 10.97% | Add +1.2% | 1,107,703 | $32.5M |
| Babb Wealth Advisors LLC | 23.78% | Reduce -0.4% | 1,096,575 | $32.2M |
| Exchange Traded Concepts, LLC | 0.40% | New | 1,069,626 | $31.4M |
| Meridian Wealth Partners, LLC | 4.05% | Add +0.2% | 950,768 | $27.9M |
| TCI Wealth Advisors, Inc. | 1.89% | Reduce -5.0% | 937,839 | $27.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.2% | 933,080 | $27.4M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -2.0% | 873,997 | $25.7M |
| Shearwater Capital LLC | 15.58% | Add +4.0% | 843,365 | $24.8M |
| Accredited Investor Services, LLC | 18.50% | Add +0.4% | 833,432 | $24.5M |
| Sensible Money, LLC | 9.18% | Reduce -1.3% | 824,655 | $24.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 803,499 | $23.8M |
| Cahill Financial Advisors Inc. | 2.84% | Add +9.2% | 778,779 | $22.9M |
| Destiny Wealth Partners, LLC | 2.98% | Add +89.4% | 755,020 | $22.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -1.0% | 751,383 | $22.1M |
| Momentous Wealth Management, Inc. | 14.21% | Add +3.4% | 748,690 | $22.0M |
| Aspiriant, LLC | 0.70% | No change | 745,315 | $21.9M |
| Conrad Siegel Investment Advisors, Inc. | 4.80% | Add +2.1% | 727,846 | $21.4M |
| Glassy Mountain Advisors, Inc. | 6.75% | Add +2.1% | 713,701 | $21.0M |
| David Wealth Management LLC | 15.57% | Add +4.1% | 712,319 | $20.9M |
| Symmetry Partners, LLC | 2.55% | Reduce -7.0% | 705,703 | $20.7M |
| MilWealth Group LLC | 5.31% | Reduce -1.2% | 701,452 | $20.6M |
| Chicago Partners Investment Group LLC | 0.58% | Reduce -5.0% | 669,643 | $20.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +10.6% | 680,341 | $20.0M |
| Savant Capital, LLC | 0.14% | Reduce -1.0% | 676,178 | $19.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -1.1% | 629,629 | $18.5M |
| Legacy Financial Group, Inc. | 5.41% | Add +2.1% | 623,712 | $18.3M |
| Cetera Investment Advisers | 0.03% | Add +34.9% | 622,109 | $18.3M |
| Brighton Jones LLC | 0.49% | Add +5.1% | 621,073 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +17.9% | 620,649 | $18.2M |
| Cherrydale Wealth Management, LLC | 6.34% | Add +6.7% | 620,140 | $18.2M |
| IFG Advisory, LLC | 0.92% | Add +5.2% | 620,028 | $18.2M |
| Corient Private Wealth LP | 0.02% | Reduce -18.7% | 607,398 | $17.8M |
| HTG Investment Advisors, Inc. | 6.62% | Reduce -3.1% | 605,851 | $17.8M |
| Prosperity Planning, Inc. | 6.67% | Reduce -5.5% | 562,068 | $16.5M |
| Vested Financial Planning, LLC | 14.27% | Reduce -5.8% | 546,110 | $16.0M |
| Osaic Holdings, Inc. | 0.03% | Add +38.9% | 555,439 | $15.8M |
| Grunden Financial Advisory, Inc. | 6.74% | Reduce -2.0% | 519,382 | $15.3M |
| Conquis Financial LLC | 14.72% | Add +18.8% | 516,211 | $15.2M |
| von Borstel & Associates, Inc. | 3.96% | Reduce -0.7% | 507,458 | $15.0M |
| Grand Wealth Management, LLC | 7.67% | Reduce -5.0% | 507,877 | $14.9M |
| Tassel Capital Management, Inc. | 11.44% | Reduce -8.0% | 507,041 | $14.9M |
| Ruedi Wealth Management, Inc. | 4.42% | Add +9.5% | 507,036 | $14.9M |
| Old Mission Capital LLC | 0.39% | Add +4.3% | 504,241 | $14.8M |
| Modera Wealth Management, LLC | 0.18% | Reduce -1.6% | 498,568 | $14.6M |
| North Ridge Wealth Advisors, Inc. | 8.86% | Reduce -1.6% | 491,243 | $14.4M |
| Lauterbach Financial Advisors, LLC | 7.41% | Reduce -0.5% | 458,844 | $13.5M |
| Claris Advisors, LLC / Mo / | 4.65% | Reduce -35.9% | 454,680 | $13.4M |
| M Holdings Securities, Inc. | 2.23% | Add +1821.0% | 444,374 | $13.0M |
| Equitable Holdings, Inc. | 0.10% | Add +5.3% | 425,066 | $12.5M |
| Silver Oak Advisory Group, Inc. | 5.94% | Add +5.0% | 417,170 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.8% | 416,500 | $12.2M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -24.8% | 414,724 | $12.2M |
| Strategic Investment Solutions, Inc. | 3.68% | Reduce -8.2% | 414,382 | $12.2M |
| FMB Wealth Management | 5.71% | Add +9.9% | 408,588 | $12.0M |
| Creative Planning | 0.01% | Reduce -2.4% | 400,328 | $11.8M |
| ARK & TLK Investments, LLC | 3.75% | Reduce -0.3% | 397,523 | $11.7M |
| Wolfstich Capital, LLC | 25.43% | Reduce -37.0% | 394,556 | $11.6M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +0.4% | 392,933 | $11.5M |
| Trust Co of the South | 2.04% | No change | 390,756 | $11.5M |
| Truepoint, Inc. | 0.27% | Reduce -3.1% | 374,418 | $11.0M |
| Betterment LLC | 0.02% | Add +26.4% | 372,368 | $10.9M |
| Binnacle Investments Inc | 7.08% | Add +1.7% | 370,708 | $10.9M |
| Andrews, Lucia Wealth Management LLC | 6.87% | Reduce -0.8% | 360,272 | $10.6M |
| Truist Financial Corp. | 0.02% | Add +0.5% | 354,400 | $10.4M |
| Live Oak Private Wealth LLC | 1.54% | Add +7.3% | 351,803 | $10.3M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -5.2% | 349,960 | $10.3M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -3.6% | 338,488 | $9.9M |
| Hemington Wealth Management | 1.42% | Reduce -1.7% | 334,815 | $9.8M |
| ERn Financial, LLC | 2.05% | Reduce -4.4% | 330,741 | $9.7M |
| B&D White Capital Company, LLC | 1.46% | Add +5.0% | 326,272 | $9.6M |
| SJS Investment Consulting Inc. | 1.50% | Reduce -1.0% | 321,879 | $9.5M |
| Hurlow Wealth Management Group, Inc. | 2.57% | Reduce -0.4% | 309,426 | $9.1M |
| Cambridge Financial Group, LLC | 3.41% | Reduce -3.5% | 309,086 | $9.1M |
| First National Bank Sioux Falls | 3.32% | No change | 308,472 | $9.1M |
| Porter White Investment Advisors, Inc. | 4.21% | Reduce -4.8% | 307,768 | $9.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.14% | Reduce -1.6% | 306,541 | $9.0M |
| Farther Finance Advisors, LLC | 0.18% | Reduce -10.8% | 305,219 | $9.0M |
| Mariner, LLC | 0.01% | Reduce -3.4% | 300,123 | $8.8M |
| Eldridge Investment Advisors, Inc. | 1.84% | Add +5.0% | 299,578 | $8.8M |
| Willow Creek Wealth Management Inc. | 0.79% | Reduce -1.6% | 298,494 | $8.8M |
| Financial Connections Group, Inc. | 3.60% | Reduce -13.2% | 297,403 | $8.7M |
| Cloud Capital Management, LLC | 5.25% | Reduce -8.1% | 284,398 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +0.2% | 272,362 | $8.0M |
| Sax Wealth Advisors, LLC | 0.47% | Reduce -1.8% | 266,308 | $7.8M |
| PBMares Wealth Management LLC | 1.42% | Reduce -0.3% | 264,602 | $7.8M |
| Greenwood Capital Associates LLC | 0.96% | Add +50.5% | 261,736 | $7.7M |
| SC&H Financial Advisors, Inc. | 1.31% | Add +13.4% | 260,534 | $7.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.16% | Reduce -24.3% | 257,910 | $7.6M |
| Tranquilli Financial Advisor LLC | 4.51% | Add +8.9% | 248,081 | $7.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.50% | Reduce -0.6% | 246,028 | $7.2M |
| Capstone Wealth Management, LLC | 6.27% | Reduce -1.3% | 243,518 | $7.2M |
| American Investment Services, Inc. | 1.81% | Reduce -34.3% | 242,051 | $7.1M |
| Peirce Capital Management, LLC | 3.14% | Reduce -1.4% | 241,280 | $7.1M |
| Warwick Investment Management, Inc. | 1.32% | Reduce -6.0% | 232,369 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +143.2% | 229,673 | $6.7M |
| Bayshore Asset Management, LLC | 2.98% | Reduce -0.2% | 222,123 | $6.5M |
| Hassell Wealth Management, LLC | 2.37% | Reduce -2.2% | 213,635 | $6.5M |
| Aerodigm Wealth, LLC | 3.04% | Reduce -4.9% | 215,345 | $6.3M |
| Park Avenue Securities LLC | 0.06% | Reduce -2.0% | 214,076 | $6.3M |
| Cwm, LLC | 0.02% | Add +1.7% | 211,733 | $6.2M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.2% | 211,114 | $6.2M |
| Integrated Advisors Network LLC | 0.28% | Add +1.6% | 211,074 | $6.2M |
| Vantage Point Financial LLC | 2.71% | Reduce -0.5% | 210,494 | $6.2M |
| Dopkins Wealth Management, LLC | 2.74% | Reduce -5.6% | 207,788 | $6.1M |
| Mather Group, Llc. | 0.07% | Reduce -6.0% | 207,535 | $6.1M |
| DiNuzzo Private Wealth, Inc. | 0.70% | Reduce -2.3% | 200,487 | $5.9M |
| CGN Advisors LLC | 0.52% | Add +2.6% | 196,488 | $5.8M |
| Aspen Capital Management, LLC | 1.59% | Add +2.0% | 193,678 | $5.7M |
| Phillips Financial Management, LLC | 0.40% | Reduce -8.6% | 186,812 | $5.5M |
| Awm Capital, LLC | 0.57% | Reduce -0.1% | 183,547 | $5.4M |
| Gould Asset Management LLC | 1.05% | Reduce -2.4% | 183,256 | $5.4M |
| RS Crum Inc. | 1.26% | Reduce -2.1% | 178,542 | $5.2M |
| Canopy Partners, LLC | 1.90% | Reduce -0.1% | 176,477 | $5.2M |
| Investment Advisory Group, LLC | 1.56% | Add +0.4% | 175,613 | $5.2M |
| Tillman Hartley LLC | 1.35% | No change | 162,854 | $4.8M |
| RAM Investment Partners, LLC | 0.99% | Reduce -3.7% | 160,619 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +1.7% | 150,941 | $4.4M |
| Cornerstone Financial Group, LLC | 3.76% | Add +0.4% | 150,592 | $4.4M |
| GEM Asset Management, LLC | 2.25% | Add +0.3% | 150,192 | $4.4M |
| Visionary Wealth Advisors | 0.22% | Add +2.5% | 148,944 | $4.4M |
| Earned Wealth Advisors, LLC | 0.83% | Reduce -0.7% | 144,800 | $4.3M |
| Concord Asset Management, LLC | 0.62% | New | 141,439 | $4.2M |
| Concord Wealth Partners | 0.61% | Add +6.7% | 141,439 | $4.2M |
| Summit Wealth Group, LLC | 1.06% | Reduce -1.4% | 140,543 | $4.1M |
| RBF Capital, LLC | 0.20% | Reduce -15.2% | 140,000 | $4.1M |
| Keystone Financial Group, Inc. | 2.58% | Add +9.1% | 137,676 | $4.1M |
| XY Planning Network, Inc. | 1.37% | Add +36.6% | 137,431 | $4.0M |
| Gradient Capital Advisors, LLC | 1.16% | Add +1.0% | 133,749 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -6.4% | 130,350 | $3.8M |
| Morgan Stanley | 0.00% | Add +13.5% | 127,638 | $3.7M |
| Wealth Architects, LLC | 0.38% | Add +3.4% | 127,010 | $3.7M |
| Ballentine Partners, LLC | 0.06% | No change | 126,663 | $3.7M |
| First Financial Group Corp | 3.49% | Add +2.0% | 121,686 | $3.6M |
| Harbor Group, Inc. | 0.63% | Add +0.9% | 121,252 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.8% | 119,700 | $3.5M |
| Heritage Wealth Management, Inc./Texas | 1.75% | Reduce -1.1% | 120,346 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -13.1% | 118,955 | $3.5M |
| SwitchPoint Financial Planning, LLC | 2.84% | No change | 117,940 | $3.5M |
| Versant Capital Management, Inc | 0.52% | Reduce -1.1% | 116,599 | $3.4M |
| Evernest Financial Advisors, LLC | 1.10% | Reduce -2.5% | 115,651 | $3.4M |
| Lantern Wealth Advisors, LLC | 2.01% | — | 115,123 | $3.4M |
| Herold Advisors, Inc. | 0.70% | Reduce -10.3% | 113,893 | $3.3M |
| Keb Asset Management, LLC | 0.82% | Reduce -0.4% | 112,697 | $3.3M |
| Rather & Kittrell, Inc. | 0.65% | Reduce -1.2% | 112,020 | $3.3M |
| Elios Financial Group Inc. | 1.48% | Reduce -11.8% | 110,896 | $3.3M |
| Magnolia Capital Advisors LLC | 0.82% | Reduce -59.3% | 110,217 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 108,528 | $3.2M |
| WPWealth LLP | 0.57% | Add +0.7% | 108,419 | $3.2M |
| Cherry Tree Wealth Management, LLC | 0.73% | Reduce -0.6% | 107,342 | $3.2M |
| Rockwood Wealth Management, LLC | 0.27% | Reduce -0.4% | 106,159 | $3.1M |
| Rehmann Capital Advisory Group | 0.18% | Reduce -0.3% | 103,624 | $3.0M |
| RW Investment Management LLC | 0.34% | No change | 102,463 | $3.0M |
| United Wealth Management, LLC | 0.86% | Reduce -3.4% | 100,741 | $3.0M |
| Global Retirement Partners, LLC | 0.07% | — | 97,722 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +610.2% | 96,697 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 93,423 | $2.7M |
| Factor Wealth Management LTD | 0.74% | Add +6.6% | 92,242 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.21% | Reduce -4.2% | 91,508 | $2.7M |
| Bridge Generations Wealth Management LLC | 1.62% | Reduce -18.6% | 90,762 | $2.7M |
| Northwest Wealth Management, LLC | 0.48% | Reduce -2.0% | 89,824 | $2.6M |
| Physician Wealth Solutions Inc. | 1.22% | Reduce -5.6% | 89,767 | $2.6M |
| C M Bidwell & Associates Ltd. | 1.34% | Add +0.8% | 88,081 | $2.6M |
| Western Wealth Management, LLC | 0.15% | Reduce -3.8% | 86,891 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -11.0% | 85,278 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +0.8% | 84,850 | $2.5M |
| Squire Investment Management Company, LLC | 0.91% | Add +0.1% | 84,466 | $2.5M |
| Accurate Wealth Management, LLC | 0.37% | New | 80,845 | $2.4M |
| Physician Wealth Advisors, Inc. | 0.37% | Add +0.0% | 81,210 | $2.4M |
| BCO Wealth Management LLC | 1.69% | Reduce -0.3% | 80,643 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.8% | 79,886 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +34.2% | 79,061 | $2.3M |
| HMV Wealth Advisors, LLC | 1.51% | Reduce -0.2% | 78,533 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +68.7% | 78,161 | $2.3M |
| Topsail Wealth Management, LLC | 0.41% | Add +0.9% | 76,595 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.26% | Add +525.3% | 74,206 | $2.2M |
| AQR Capital Management | 0.00% | Reduce -20.3% | 72,209 | $2.1M |
| Aquire Wealth Advisors, LLC | 0.55% | Add +0.6% | 70,284 | $2.1M |
| Poinciana Advisors Group, LLC | 1.86% | Reduce -1.1% | 70,136 | $2.1M |
| MAI Capital Management | 0.01% | No change | 69,373 | $2.0M |
| Kraft Asset Management, LLC | 1.89% | Reduce -1.0% | 69,080 | $2.0M |
| Regions Financial Corp. | 0.01% | Reduce -1.0% | 68,678 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.48% | Reduce -1.5% | 66,899 | $2.0M |
| Lam Group, Inc. | 1.31% | Reduce -0.0% | 66,529 | $2.0M |
| JDH Wealth Management, LLC | 1.49% | Reduce -6.1% | 66,146 | $1.9M |
| Quad-Cities Investment Group, LLC | 0.88% | Add +5.8% | 66,134 | $1.9M |
| Melfa Wealth Management, Inc. | 1.22% | Reduce -1.7% | 65,802 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +56.5% | 65,643 | $1.9M |
| Wealth Advisors Northwest LLC | 1.01% | Reduce -3.5% | 65,436 | $1.9M |
| Alpha Financial Advisors, LLC | 0.74% | Reduce -2.5% | 65,322 | $1.9M |
| Financial Harvest, LLC | 1.41% | New | 64,231 | $1.9M |
| Retirement Solution LLC | 0.48% | Add +10.8% | 64,225 | $1.9M |
| Legacy Capital Wealth Partners, LLC | 0.43% | New | 64,083 | $1.9M |
| Lansing Street Advisors | 0.55% | Add +1.3% | 63,381 | $1.9M |
| McGrath & Associates, Inc. | 3.02% | Add +62.2% | 63,181 | $1.9M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -14.7% | 62,443 | $1.8M |
| WCG Wealth Advisors LLC | 0.12% | New | 61,216 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -5.0% | 60,773 | $1.8M |
| Stratos Investment Management, LLC | 0.08% | New | 60,743 | $1.8M |
| Choreo, LLC | 0.02% | Add +48.3% | 60,483 | $1.8M |
| Liberty Capital Management, Inc. | 0.36% | No change | 60,457 | $1.8M |
| Applied Capital LLC | 0.78% | Reduce -0.7% | 60,417 | $1.8M |
| Red Lighthouse Investment Management, LLC | 0.68% | Reduce -4.0% | 60,318 | $1.8M |
| New Dimensions Wealth Management, LLC | 1.57% | Reduce -1.3% | 58,564 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +0.6% | 58,473 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -3.2% | 58,115 | $1.7M |
| Atlas Private Wealth Advisors | 0.22% | New | 58,027 | $1.7M |
| Hutchinson Capital Management | 0.31% | Add +1.8% | 57,734 | $1.7M |
| Astra Wealth Partners LLC | 1.36% | Reduce -0.8% | 57,511 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.71% | Reduce -15.3% | 55,575 | $1.6M |
| Berger Financial Group, Inc | 0.10% | Add +7.2% | 54,596 | $1.6M |
| Merit Financial Group, LLC | 0.02% | Add +3.0% | 52,697 | $1.5M |
| Fiduciary Financial Group, LLC | 0.28% | Add +21.8% | 52,428 | $1.5M |
| Investmark Advisory Group LLC | 0.72% | Reduce -0.5% | 52,284 | $1.5M |
| IFG Advisors, LLC | 0.26% | Add +0.2% | 51,752 | $1.5M |
| Vannoy Advisory Group, Inc. | 1.04% | Reduce -0.9% | 51,148 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.2% | 50,981 | $1.5M |
| Unconventional Investor, LLC | 0.79% | No change | 48,888 | $1.4M |
| Elevate Wealth Advisory, Inc. | 1.02% | Add +0.2% | 48,677 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.35% | Add +4.5% | 48,565 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.40% | Add +72.3% | 47,965 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.27% | Reduce -1.5% | 47,614 | $1.4M |
| Savvy Advisors, Inc. | 0.09% | Add +51.7% | 47,311 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +15.7% | 47,286 | $1.4M |
| Summit Wealth Group LLC / Co. | 0.35% | — | 47,150 | $1.4M |
| Security Financial Services, INC. | 0.24% | Reduce -0.8% | 47,127 | $1.4M |
| Triad Wealth Partners, LLC | 0.28% | New | 46,923 | $1.4M |
| Life Planning Partners, Inc | 1.09% | Add +0.0% | 46,761 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Add +7.4% | 46,758 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.0% | 45,691 | $1.3M |
| Krilogy Financial LLC | 0.08% | Reduce -1.9% | 45,132 | $1.3M |
| Clarity Capital Advisors, LLC | 0.77% | Add +0.5% | 45,092 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.51% | Add +10.1% | 44,619 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +24.5% | 44,576 | $1.3M |
| Canandaigua National Trust Co of Florida | 0.93% | Add +286.6% | 44,430 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +10.6% | 44,108 | $1.3M |
| VERITY Wealth Advisors | 0.86% | No change | 43,719 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.61% | Reduce -3.0% | 43,089 | $1.3M |
| Heritage Wealth Management, Inc. | 0.95% | Reduce -8.7% | 42,859 | $1.3M |
| Rf&l Wealth Management, LLC | 0.80% | Reduce -1.3% | 42,331 | $1.2M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +84.3% | 42,155 | $1.2M |
| CVA Family Office, LLC | 0.17% | Add +3.3% | 42,088 | $1.2M |
| Prudent Man Investment Management, Inc. | 0.68% | No change | 49,363 | $1.2M |
| Arista Wealth Management, LLC | 0.17% | New | 41,683 | $1.2M |
| Morris Financial Concepts, Inc. | 0.49% | Reduce -0.4% | 41,634 | $1.2M |
| KM Capital Management Ltd. | 0.58% | Add +1.2% | 40,123 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 39,949 | $1.2M |
| Spinnaker Investment Group, LLC | 0.27% | No change | 39,375 | $1.2M |
| Market Street Wealth Management Advisors LLC | 0.19% | Add +4.5% | 39,133 | $1.1M |
| FMR LLC | 0.00% | Add +54.2% | 39,080 | $1.1M |
| TruNorth Capital Management, LLC | 0.25% | No change | 38,726 | $1.1M |
| Fiduciary Alliance LLC | 0.08% | New | 38,488 | $1.1M |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $1.1M |
| Corus Family Wealth Advisors | 0.79% | Reduce -46.1% | 37,992 | $1.1M |
| Wealthstream Advisors, Inc. | 0.19% | Reduce -0.2% | 37,983 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | No change | 37,587 | $1.1M |
| Apollon Financial, LLC | 0.23% | Add +4.0% | 37,170 | $1.1M |
| Zhang Financial LLC | 0.05% | Add +0.5% | 36,989 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 36,982 | $1.1M |
| Montis Financial, LLC | 0.30% | Reduce -2.0% | 36,388 | $1.1M |
| M Wealth Management, LLC | 0.98% | Reduce -0.7% | 36,170 | $1.1M |
| Westmount Partners, LLC | 0.29% | No change | 36,105 | $1.1M |
| Sage Rhino Capital LLC | 0.22% | Reduce -4.5% | 36,002 | $1.1M |
| Intelligent Financial Strategies | 0.56% | No change | 35,705 | $1.0M |
| Clark Asset Management, LLC | 0.14% | Add +13.2% | 35,693 | $1.0M |
| waypoint wealth counsel | 0.52% | Add +2.6% | 35,606 | $1.0M |
| Parkwoods Wealth Partners, LLC | 0.60% | Add +18.1% | 35,556 | $1.0M |
| Curio Wealth, LLC | 0.45% | Add +159331.8% | 35,075 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.5% | 34,607 | $1.0M |
| Foundation Wealth Management, LLC\PA | 0.43% | Reduce -2.1% | 34,220 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -10.6% | 34,212 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.27% | Reduce -2.5% | 34,063 | $1.0M |
| Investment Planning Advisors, Inc. | 0.35% | Add +5.2% | 33,803 | $993K |
| Midwest Trust Co | 0.01% | — | 33,104 | $972K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.5% | 32,750 | $962K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Reduce -4.1% | 32,141 | $944K |
| Tortoise Investment Management, LLC | 0.09% | No change | 31,938 | $938K |
| Evoke Wealth, LLC | 0.02% | Reduce -22.9% | 31,159 | $915K |
| Leading Edge Financial Planning LLC | 0.25% | Reduce -4.7% | 31,062 | $912K |
| Five Oceans Advisors | 0.39% | Add +5.5% | 30,943 | $909K |
| Disciplined Investors, L.L.C. | 0.71% | Add +0.9% | 30,932 | $908K |
| Blue Trust, Inc. | 0.01% | Add +1.1% | 30,550 | $897K |
| Voisard Asset Management Group, Inc. | 0.23% | Add +13.4% | 30,531 | $897K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 30,241 | $888K |
| Tanglewood Legacy Advisors, LLC | 0.36% | No change | 30,200 | $887K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Reduce -12.0% | 30,127 | $885K |
| M&T Bank Corp | 0.00% | No change | 29,950 | $880K |
| Francis Financial, Inc. | 0.20% | Reduce -8.8% | 29,119 | $855K |
| Red Wave Investments LLC | 0.28% | Reduce -1.2% | 28,765 | $845K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.2% | 28,329 | $832K |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 28,200 | $828K |
| Annandale Capital, LLC | 0.15% | Add +24.9% | 27,833 | $817K |
| Partners in Financial Planning | 0.15% | Add +0.9% | 27,171 | $798K |
| Citizens Financial Group Inc. | 0.01% | Add +65.7% | 26,421 | $776K |
| Quadrant Private Wealth Management, LLC | 0.16% | No change | 26,178 | $769K |
| Lynx Investment Advisory | 0.49% | Reduce -7.2% | 25,607 | $752K |
| Shakespeare Wealth Management, LLC | 0.20% | Add +6.1% | 25,554 | $751K |
| Meredith Wealth Planning | 0.27% | New | 25,478 | $748K |
| Brewster Financial Planning LLC | 0.50% | No change | 25,469 | $748K |
| Ieq Capital, LLC | 0.00% | New | 25,228 | $741K |
| Wharton Business Group, LLC | 0.03% | New | 25,090 | $737K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $734K |
| Cascade Wealth Advisors, Inc | 0.41% | New | 24,288 | $733K |
| Freedom Investment Management, Inc. | 0.06% | Add +1.9% | 24,700 | $725K |
| Hill Investment Group Partners, LLC | 0.09% | Reduce -1.5% | 24,567 | $722K |
| Midwest Heritage Bank, FSB | 0.27% | Add +0.0% | 24,239 | $712K |
| Waterfront Wealth Inc. | 0.16% | No change | 24,158 | $710K |
| Signet Financial Management, LLC | 0.09% | Reduce -4.1% | 24,101 | $708K |
| Maseco LLP | 0.03% | — | 24,096 | $708K |
| Scratch Capital LLC | 0.57% | Add +5.3% | 23,901 | $702K |
| LJI Wealth Management, LLC | 0.12% | Add +1.0% | 23,617 | $694K |
| Rise Advisors, LLC | 0.27% | Add +1.3% | 22,903 | $673K |
| Kaufman Rossin Wealth, LLC | 0.42% | Reduce -3.7% | 22,799 | $670K |
| Sprinkle Financial Consultants LLC | 0.40% | Add +17.6% | 22,443 | $659K |
| Elser Financial Planning, Inc | 0.82% | No change | 22,303 | $655K |
| Inscription Capital, LLC | 0.09% | New | 22,136 | $650K |
| NBT Bank, N.A. | 0.04% | Reduce -0.4% | 22,105 | $649K |
| Mission Wealth Management, LP | 0.01% | Add +30.0% | 21,948 | $645K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -17.8% | 21,106 | $642K |
| Stewardship Advisors, LLC | 0.16% | Reduce -0.5% | 21,699 | $637K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.3% | 21,436 | $630K |
| KOM Wealth Management Group, LLC | 0.49% | Reduce -4.0% | 21,227 | $623K |
| Oak Wealth Advisors LLC | 0.40% | Add +0.3% | 21,041 | $618K |
| Colonial Trust Co / SC | 0.09% | Reduce -1.0% | 20,468 | $601K |
| TFB Advisors LLC | 0.16% | Reduce -6.9% | 20,204 | $593K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -11.0% | 20,062 | $589K |
| Financial Alternatives, Inc | 0.38% | Reduce -9.3% | 19,943 | $586K |
| DecisionPoint Financial, LLC | 0.14% | Reduce -0.5% | 19,305 | $567K |
| Independent Wealth Network Inc. | 0.21% | No change | 19,310 | $567K |
| Northern Trust Corp. | 0.00% | New | 19,290 | $567K |
| JB Capital LLC | 0.03% | Add +1.2% | 19,157 | $563K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 19,115 | $561K |
| Sei Investments Co. | 0.00% | New | 19,030 | $559K |
| Holcombe Financial, Inc. | 0.42% | Reduce -2.1% | 19,010 | $558K |
| Boyce & Associates Wealth Consulting, Inc. | 0.50% | Reduce -3.2% | 18,828 | $553K |
| Parkside Financial Bank & Trust | 0.06% | No change | 18,336 | $539K |
| Certuity, LLC | 0.05% | New | 18,030 | $530K |
| RB Capital Management, LLC | 0.12% | Reduce -4.1% | 17,985 | $528K |
| Eaton Financial Holdings Company, LLC | 0.16% | New | 17,893 | $526K |
| Advisors Capital Management, LLC | 0.01% | Reduce -6.7% | 17,803 | $523K |
| Two West Capital Advisors LLC | 0.34% | No change | 17,134 | $516K |
| Jentner Corp | 0.14% | New | 17,270 | $507K |
| Signaturefd, LLC | 0.01% | Add +0.8% | 17,094 | $502K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.2% | 16,869 | $495K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.2% | 16,724 | $495K |
| Fisher Asset Management | 0.00% | New | 16,393 | $481K |
| Two Sigma Securities, LLC | 0.06% | New | 16,219 | $476K |
| Semitam Bonam LLC | 0.44% | — | 15,980 | $469K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $469K |
| Facet Wealth, Inc. | 0.01% | Add +0.8% | 15,630 | $458K |
| Strategent Financial, LLC | 0.35% | Reduce -2.3% | 15,439 | $453K |
| Renasant Bank | 0.30% | No change | 15,353 | $451K |
| Curi Capital, LLC | 0.01% | New | 15,285 | $449K |
| SCS Capital Management LLC | 0.01% | No change | 15,247 | $448K |
| Websterrogers Financial Advisors, LLC | 0.14% | Add +0.0% | 15,234 | $447K |
| Bessemer Group Inc. | 0.00% | No change | 15,219 | $447K |
| Ascent Group, LLC | 0.02% | Add +4.5% | 15,052 | $442K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -21.4% | 15,019 | $441K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Reduce -62.6% | 15,016 | $441K |
| Syverson Strege & Co | 0.10% | Reduce -1.3% | 14,887 | $437K |
| Probity Advisors, Inc. | 0.07% | Reduce -16.1% | 14,464 | $425K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -43.4% | 14,248 | $418K |
| Keystone Financial Services | 0.14% | Reduce -23.8% | 14,202 | $417K |
| Signature Resources Capital Management, LLC | 0.25% | Add +1.8% | 14,172 | $416K |
| RVW Wealth, LLC | 0.04% | Reduce -3.1% | 14,168 | $416K |
| Certified Advisory Corp | 0.04% | Add +1.3% | 13,816 | $406K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 13,766 | $404K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 13,691 | $402K |
| Shotwell Rutter Baer Inc | 0.27% | Reduce -2.6% | 13,500 | $400K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $397K |
| Trek Financial, LLC | 0.03% | New | 13,503 | $397K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,483 | $396K |
| Magnolia Private Wealth, LLC | 0.30% | Reduce -1.9% | 13,302 | $391K |
| Brooklyn Investment Group | 0.05% | Add +241.4% | 13,017 | $382K |
| SageOak Financial, LLC | 0.31% | Add +10.6% | 13,011 | $382K |
| Joel Adams & Associates, Inc. | 0.34% | Add +18.1% | 12,971 | $381K |
| Tableaux LLC | 0.22% | Add +2.3% | 12,970 | $381K |
| IFP Advisors, Inc | 0.01% | Add +4.2% | 12,921 | $379K |
| Burk Holdings LLC | 0.23% | Add +0.1% | 12,701 | $373K |
| Future You Wealth LLC | 0.20% | No change | 12,683 | $373K |
| 25 LLC | 0.14% | Add +0.8% | 12,635 | $371K |
| Falcon Wealth Planning | 0.04% | No change | 12,634 | $371K |
| Root Financial Partners, LLC | 0.04% | Add +0.7% | 12,517 | $368K |
| Qube Research & Technologies Ltd | 0.00% | Add +62.2% | 12,484 | $367K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.2% | 12,473 | $366K |
| Motco | 0.03% | No change | 12,372 | $362K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.13% | No change | 12,287 | $362K |
| Jessup Wealth Management, Inc | 0.15% | No change | 12,324 | $362K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,189 | $358K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $356K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +0.0% | 12,023 | $353K |
| HUB Investment Partners, LLC | 0.01% | No change | 12,002 | $352K |
| Gemmer Asset Management LLC | 0.03% | Add +0.6% | 11,949 | $351K |
| American Financial Advisors, LLC | 0.05% | No change | 11,928 | $350K |
| Renaissance Technologies | 0.00% | New | 11,800 | $347K |
| Threadgill Financial, LLC | 0.18% | No change | 11,718 | $344K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.6% | 11,395 | $335K |
| Quantinno Capital Management LP | 0.00% | Reduce -22.3% | 11,387 | $334K |
| FF Advisors,LLC | 0.17% | New | 11,303 | $332K |
| Better Money Decisions, LLC | 0.20% | Add +1.3% | 11,295 | $332K |
| Wells Fargo & Company | 0.00% | Reduce -26.1% | 11,039 | $324K |
| Ancora Advisors LLC | 0.01% | Reduce -30.5% | 11,033 | $324K |
| Abundance Wealth Counselors | 0.06% | New | 11,028 | $324K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Add +1.3% | 10,964 | $322K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -6.4% | 10,978 | $321K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.3% | 10,917 | $321K |
| Total Wealth Planning, LLC | 0.04% | No change | 10,486 | $308K |
| Clayton Financial Group LLC | 0.36% | No change | 10,420 | $306K |
| Private Trust Co. NA | 0.03% | Reduce -42.0% | 10,264 | $301K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $301K |
| Level Wealth Management LLC | 0.17% | No change | 10,218 | $300K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.4% | 10,165 | $299K |
| Kelly Financial Group LLC | 0.08% | Add +21.6% | 9,938 | $292K |
| McCarthy Asset Management, Inc. | 0.20% | Reduce -17.5% | 9,853 | $289K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -15.9% | 9,720 | $285K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $285K |
| WNY Asset Management, LLC | 0.03% | New | 9,523 | $280K |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.6% | 9,521 | $280K |
| Kovack Advisors, Inc. | 0.03% | No change | 9,520 | $280K |
| Clearstead Advisors, LLC | 0.00% | No change | 9,257 | $272K |
| Hantz Financial Services, Inc. | 0.00% | New | 9,204 | $270K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,168 | $269K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +5.1% | 9,174 | $269K |
| Edge Financial Advisors LLC | 0.14% | Reduce -0.1% | 9,153 | $269K |
| Wesbanco Bank Inc. | 0.01% | New | 9,111 | $268K |
| Sowell Financial Services LLC | 0.01% | No change | 9,067 | $266K |
| Waverly Advisors, LLC | 0.00% | Add +4.3% | 9,066 | $266K |
| Mgo One Seven LLC | 0.01% | Add +16.4% | 9,062 | $266K |
| Chico Wealth RIA | 0.21% | No change | 9,052 | $266K |
| Essential Planning, LLC. | 0.10% | Add +0.1% | 8,956 | $263K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,928 | $262K |
| Orin Green Financial, LLC | 0.11% | No change | 8,786 | $258K |
| Wedmont Private Capital | 0.01% | New | 8,641 | $256K |
| Everest Private Wealth | 0.18% | No change | 8,585 | $252K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 8,556 | $251K |
| BWM Planning, LLC | 0.09% | Add +1.3% | 8,482 | $249K |
| Granite Harbor Advisors, Inc. | 0.12% | No change | 8,464 | $249K |
| Lido Advisors, LLC | 0.00% | New | 8,401 | $247K |
| Milestone Asset Management Group, LLC | 0.18% | Add +1.0% | 8,213 | $241K |
| Samalin Investment Counsel, LLC | 0.09% | Reduce -1.0% | 8,199 | $241K |
| Tru Independence Asset Management 2, LLC | 0.16% | No change | 8,162 | $240K |
| FFT Wealth Management LLC | 0.05% | New | 7,967 | $240K |
| Optima Capital LLC | 0.13% | New | 8,062 | $237K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 7,981 | $234K |
| Financial Advocates Investment Management | 0.02% | Add +0.8% | 7,477 | $233K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 7,875 | $231K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 7,837 | $230K |
| Northeast Financial Group, Inc. | 0.07% | Reduce -7.6% | 7,797 | $229K |
| FSA Advisors, Inc. | 0.19% | Reduce -0.1% | 7,759 | $228K |
| Archer Investment Management, LLC | 0.17% | Reduce -43.2% | 7,750 | $228K |
| Affinity Capital Advisors, LLC | 0.04% | New | 7,732 | $227K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 7,678 | $226K |
| Modern Wealth Management, LLC | 0.01% | New | 7,671 | $225K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -37.3% | 7,543 | $224K |
| Atlas Wealth LLC | 0.11% | New | 7,619 | $224K |
| rebel Financial LLC | 0.10% | — | 7,612 | $224K |
| Copperleaf Capital, LLC | 0.11% | Reduce -4.4% | 7,485 | $220K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,423 | $218K |
| Cedar Point Capital Partners, LLC | 0.15% | New | 7,420 | $218K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 7,312 | $215K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | New | 7,311 | $215K |
| MJP Associates Inc. | 0.03% | Reduce -10.7% | 7,297 | $214K |
| Advisor OS, LLC | 0.02% | Reduce -10.7% | 7,297 | $214K |
| Arbor Wealth Advisors LLC | 0.17% | New | 7,267 | $213K |
| Compound Planning, Inc. | 0.01% | Reduce -8.3% | 7,249 | $213K |
| Brookstone Capital Management | 0.00% | New | 7,036 | $207K |
| Cadent Capital Advisors, LLC | 0.07% | New | 6,964 | $205K |
| Waterloo Capital, L.P. | 0.02% | Reduce -40.4% | 6,914 | $203K |
| Rodgers & Associates, LTD | 0.02% | New | 6,896 | $203K |
| RHS Financial, LLC | 0.12% | New | 6,891 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6,716 | $197K |
| Vermillion Wealth Management, Inc. | 0.09% | Reduce -8.8% | 6,611 | $194K |
| US Bancorp \de | 0.00% | No change | 6,403 | $188K |
| City State Bank | 0.06% | Add +20.0% | 6,000 | $176K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -78.6% | 5,974 | $175K |
| VSM Wealth Advisory, LLC | 0.06% | Reduce -6.8% | 5,919 | $174K |
| Oakworth Capital, Inc. | 0.01% | Add +66.5% | 5,774 | $170K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 5,722 | $168K |
| Parallel Advisors, LLC | 0.00% | No change | 5,388 | $158K |
| American Capital Advisory, LLC | 0.08% | Reduce -42.5% | 5,369 | $158K |
| True Wealth Design, LLC | 0.05% | Reduce -12.1% | 5,095 | $150K |
| Investors Research Corp | 0.03% | No change | 4,911 | $144K |
| Proathlete Wealth Management LLC | 0.04% | Add +1.3% | 4,716 | $139K |
| Cedar Wealth Management, LLC | 0.05% | No change | 4,709 | $138K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -33.6% | 4,649 | $137K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,574 | $134K |
| Coston, McIsaac & Partners | 0.03% | Add +1.0% | 4,219 | $123K |
| Kings Path Partners LLC | 0.05% | New | 4,130 | $121K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -7.9% | 4,071 | $120K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.3% | 4,028 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 3,919 | $115K |
| Bokf, NA | 0.00% | New | 3,398 | $100K |
| Navigoe, LLC | 0.07% | No change | 3,319 | $97K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,207 | $94K |
| JNBA Financial Advisors | 0.01% | Add +1944.1% | 3,107 | $91K |
| Arax Advisory Partners | 0.00% | Add +86.5% | 3,038 | $89K |
| Orion Capital Management LLC | 0.03% | Reduce -1.3% | 2,646 | $78K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $74K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,475 | $73K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -41.6% | 2,308 | $68K |
| McIlrath & Eck, LLC | 0.01% | Add +1.2% | 2,080 | $61K |
| Bank of Montreal | 0.00% | Reduce -75.8% | 2,076 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 2,044 | $60K |
| Nemes Rush Group LLC | 0.01% | Add +41.6% | 1,954 | $57K |
| Copia Wealth Management | 0.05% | New | 1,893 | $56K |
| Rossby Financial, LCC | 0.02% | No change | 1,823 | $54K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,807 | $53K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -57.6% | 1,796 | $53K |
| Redmont Wealth Advisors LLC | 0.07% | Add +4.3% | 1,686 | $50K |
| Elevation Wealth Partners, LLC | 0.02% | Add +5.7% | 1,621 | $48K |
| Olistico Wealth, LLC | 0.03% | New | 1,540 | $45K |
| CX Institutional | 0.00% | No change | 1,346 | $40K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 1,323 | $39K |
| Key Financial Inc | 0.01% | No change | 1,225 | $36K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,174 | $34K |
| Pillar Financial Advisors, LLC | 0.02% | Add +0.6% | 1,137 | $33K |
| Rialto Wealth Management, LLC | 0.01% | No change | 883 | $26K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 759 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +1.2% | 589 | $17K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $16K |
| Global Wealth Strategies & Associates | 0.00% | New | 517 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 465 | $14K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 460 | $14K |
| Franklin Resources Inc. | 0.00% | New | 416 | $12K |
| Bare Financial Services, Inc | 0.00% | No change | 309 | $9K |
| Spire Wealth Management | 0.00% | Reduce -93.1% | 294 | $9K |
| Principal Securities, Inc. | 0.00% | New | 276 | $8K |
| Affinity Wealth LLC | 0.01% | New | 260 | $8K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 248 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -82.8% | 208 | $6K |
| Spurstone Advisory Services, LLC | 0.08% | No change | 189 | $6K |
| Traub Capital Management LLC | 0.00% | — | 172 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +1.2% | 165 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 159 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 72 | $2K |
| Gables Capital Management Inc. | 0.00% | New | 43 | $1K |
| Transce3nd, LLC | 0.00% | Reduce -70.0% | 9 | $264 |
| BlackRock, Inc. | 0.00% | No change | 1 | $28 |
"% 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.