Dimensional World Ex US CoreDFAXETF
13F holders, Q3 2025 (September 30)604holders +5
32new positions
22sold out
2famous investors
$31.38avg. 13F price*
At the end of Q3 2025, 604 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 5 from Q2 2025. 32 opened new positions and 22 sold out. The largest holders were Focus Partners Wealth ($344.4M), Alerus Financial NA ($263.0M) and LPL Financial LLC ($253.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $39.2M |
| Exits | 22 | $19.1M |
All 13F filers, Q2 2025 → Q3 2025: 13,863,410 shares bought and 11,908,034 shares sold, net +1,955,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Focus Partners Wealth | 0.56% | Add +6.5% | 10,975,329 | $344.4M |
| Alerus Financial NA | 13.38% | Add +136.9% | 8,380,637 | $263.0M |
| LPL Financial LLC | 0.07% | Add +0.8% | 8,087,211 | $253.8M |
| Geometric Wealth Advisors | 30.48% | Add +4.2% | 7,291,015 | $228.8M |
| Allworth Financial LP | 0.95% | Add +9.3% | 6,861,971 | $215.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -12.5% | 6,666,431 | $209.2M |
| Monograph Wealth Advisors, LLC | 18.95% | Add +3.8% | 5,969,193 | $187.3M |
| Glenmede Investment Management, LP | 0.78% | Add +0.0% | 5,135,490 | $161.2M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -2.4% | 4,817,439 | $151.2M |
| Factory Mutual Insurance Co. | 1.47% | Add +68.0% | 4,806,630 | $150.8M |
| Great Waters Wealth Management | 16.82% | Add +4.4% | 4,536,974 | $142.4M |
| Plancorp, LLC | 3.99% | Reduce -0.9% | 4,052,050 | $127.2M |
| Royal Bank of Canada | 0.02% | Reduce -5.7% | 3,827,152 | $120.1M |
| JFS Wealth Advisors, LLC | 6.92% | Reduce -0.6% | 3,770,416 | $118.3M |
| Triune Financial Partners, LLC | 29.10% | Add +1.4% | 3,680,826 | $115.5M |
| Comerica Bank | 0.40% | Reduce -1.1% | 3,421,443 | $107.4M |
| Focus Partners Advisor Solutions, LLC | 1.09% | Reduce -17.2% | 3,046,252 | $95.8M |
| Assetmark, Inc. | 0.20% | Add +1.0% | 2,905,314 | $91.2M |
| Planning Center, Inc. | 9.24% | Reduce -1.6% | 2,806,089 | $88.1M |
| D.A. Davidson & Co. | 0.56% | Add +1.1% | 2,797,757 | $87.8M |
| Pathstone Holdings, LLC | 0.34% | Reduce -6.9% | 2,793,813 | $87.7M |
| Cobblestone Capital Advisors LLC | 4.16% | Add +0.4% | 2,762,854 | $86.7M |
| Core Wealth Management, Inc. | 24.44% | Add +0.8% | 2,418,949 | $75.9M |
| GeoWealth Management, LLC | 2.74% | Reduce -2.4% | 2,389,931 | $75.0M |
| Evanson Asset Management, LLC | 4.16% | Reduce -1.5% | 2,350,070 | $73.7M |
| New Capital Management LP | 19.21% | Add +0.3% | 2,336,795 | $73.3M |
| Morton Capital Management LLC | 11.38% | Add +1.1% | 2,210,604 | $69.4M |
| Tumwater Wealth Management, LLC | 30.27% | Reduce -2.7% | 2,171,396 | $68.1M |
| UBS Group AG | 0.01% | Reduce -16.7% | 2,160,852 | $67.8M |
| Creative Capital Management Investments LLC | 21.12% | Add +7.4% | 2,105,402 | $66.1M |
| Capstone Financial Advisors, Inc. | 3.56% | Add +0.3% | 2,092,625 | $65.7M |
| Asset Dedication, LLC | 4.30% | Reduce -3.7% | 2,039,661 | $64.0M |
| Greenspring Advisors, LLC | 11.19% | — | 2,016,614 | $63.3M |
| Glassman Wealth Services | 8.40% | Add +2.1% | 1,905,325 | $59.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.35% | Reduce -0.8% | 1,839,453 | $57.7M |
| BetterWealth, LLC | 13.46% | Reduce -1.6% | 1,801,189 | $56.5M |
| Cardinal Point Capital Management ULC | 3.91% | Add +5.3% | 1,790,092 | $55.8M |
| Bank of America Corp. | 0.00% | Add +9.5% | 1,725,295 | $54.1M |
| Confluence Wealth Services, Inc. | 2.62% | Add +3.0% | 1,695,811 | $53.2M |
| Baker Boyer National Bank | 17.60% | Reduce -0.0% | 1,688,017 | $53.0M |
| Trellis Wealth Advisors LLC | 20.98% | Reduce -0.9% | 1,642,803 | $51.6M |
| Raymond James Financial Inc. | 0.02% | Add +12.3% | 1,601,462 | $50.3M |
| HFM Investment Advisors, LLC | 20.03% | Reduce -0.4% | 1,573,404 | $49.4M |
| Financial Symmetry Inc | 21.45% | Add +6.0% | 1,524,667 | $47.8M |
| Jackson Thornton Wealth Management, LLC | 4.72% | Reduce -3.0% | 1,467,909 | $46.5M |
| Altiora Financial Group, LLC | 8.30% | Reduce -1.3% | 1,445,271 | $45.4M |
| LRI Investments, LLC | 3.54% | Add +10.1% | 1,379,082 | $43.3M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +2.9% | 1,376,907 | $43.2M |
| ShankerValleau Wealth Advisors, Inc. | 10.68% | Add +0.1% | 1,326,522 | $41.6M |
| Master's Wealth Management Inc. | 18.04% | Reduce -0.1% | 1,324,538 | $41.6M |
| BlueSky Wealth Advisors, LLC | 5.54% | Reduce -1.4% | 1,309,798 | $41.1M |
| N.E.W. Advisory Services LLC | 3.62% | Add +4.2% | 1,292,543 | $40.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.64% | Reduce -5.8% | 1,283,535 | $40.3M |
| Strathmore Capital Advisors, Inc. | 15.99% | Add +3.2% | 1,243,062 | $39.0M |
| Johnson Wealth Management, LLC | 21.42% | — | 1,238,868 | $38.9M |
| Cardiff Park Advisors, LLC | 2.95% | Reduce -7.7% | 1,225,412 | $38.5M |
| Apella Capital, LLC | 0.81% | Reduce -1.5% | 1,157,500 | $36.5M |
| Private Advisor Group, LLC | 0.18% | Add +0.4% | 1,159,314 | $36.4M |
| Onyx Financial Advisors, LLC | 15.93% | Reduce -0.3% | 1,147,400 | $36.0M |
| Babb Wealth Advisors LLC | 23.20% | Add +3.7% | 1,136,880 | $35.7M |
| Forum Financial Management, LP | 0.48% | Reduce -3.9% | 1,118,790 | $35.1M |
| Vance Wealth, LLC | 10.69% | Add +0.0% | 1,107,791 | $34.8M |
| Warburton Capital Management, LLC | 19.65% | Reduce -7.2% | 1,034,934 | $32.7M |
| RFG Advisory, LLC | 0.67% | Reduce -29.8% | 1,036,612 | $32.5M |
| HighTower Advisors, LLC | 0.04% | Add +7.3% | 1,001,267 | $31.4M |
| Meridian Wealth Partners, LLC | 4.08% | Reduce -0.5% | 945,802 | $29.7M |
| TCI Wealth Advisors, Inc. | 1.69% | Reduce -3.5% | 905,189 | $28.4M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -0.8% | 867,408 | $27.2M |
| Shearwater Capital LLC | 15.82% | Add +0.7% | 849,436 | $26.7M |
| Cahill Financial Advisors Inc. | 3.03% | Add +9.1% | 849,312 | $26.7M |
| Accredited Investor Services, LLC | 18.32% | Add +1.9% | 849,275 | $26.7M |
| Cetera Investment Advisers | 0.03% | Add +35.7% | 843,934 | $26.5M |
| Sensible Money, LLC | 8.58% | Reduce -2.5% | 804,146 | $25.2M |
| Destiny Wealth Partners, LLC | 3.04% | Add +4.6% | 789,739 | $24.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -4.1% | 770,365 | $24.3M |
| Citadel Advisors | 0.02% | New | 771,282 | $24.2M |
| Momentous Wealth Management, Inc. | 14.77% | Reduce -0.8% | 742,395 | $23.3M |
| Aspiriant, LLC | 0.71% | Reduce -1.1% | 736,908 | $23.1M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -3.2% | 727,249 | $22.8M |
| Conrad Siegel Investment Advisors, Inc. | 4.75% | Reduce -1.0% | 720,685 | $22.6M |
| Glassy Mountain Advisors, Inc. | 6.71% | Reduce -0.4% | 710,754 | $22.3M |
| MilWealth Group LLC | 5.32% | Reduce -0.9% | 695,190 | $21.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +1.9% | 693,173 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +11.4% | 691,489 | $21.7M |
| Symmetry Partners, LLC | 2.33% | Reduce -3.4% | 681,656 | $21.4M |
| Chicago Partners Investment Group LLC | 0.56% | Reduce -0.9% | 663,324 | $21.3M |
| Brighton Jones LLC | 0.51% | Add +8.6% | 674,460 | $21.2M |
| Savant Capital, LLC | 0.13% | Reduce -1.5% | 666,118 | $20.9M |
| Cherrydale Wealth Management, LLC | 6.39% | Add +4.5% | 647,771 | $20.3M |
| IFG Advisory, LLC | 0.90% | Add +2.0% | 632,551 | $19.8M |
| Legacy Financial Group, Inc. | 5.43% | Add +1.3% | 631,792 | $19.8M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -2.1% | 616,122 | $19.3M |
| HTG Investment Advisors, Inc. | 6.48% | Add +1.3% | 613,767 | $19.3M |
| Osaic Holdings, Inc. | 0.03% | Add +7.5% | 596,902 | $18.5M |
| Vested Financial Planning, LLC | 14.09% | Add +1.4% | 553,615 | $17.4M |
| Conquis Financial LLC | 16.26% | Add +6.0% | 547,167 | $17.2M |
| von Borstel & Associates, Inc. | 2.62% | Add +5.2% | 533,692 | $17.1M |
| Prosperity Planning, Inc. | 6.42% | Reduce -3.5% | 542,419 | $17.0M |
| Tassel Capital Management, Inc. | 10.62% | Add +4.3% | 528,606 | $16.6M |
| Grunden Financial Advisory, Inc. | 6.72% | Add +1.4% | 526,643 | $16.5M |
| Ruedi Wealth Management, Inc. | 4.45% | Reduce -0.2% | 506,012 | $15.9M |
| Grand Wealth Management, LLC | 7.66% | Reduce -0.4% | 505,748 | $15.9M |
| North Ridge Wealth Advisors, Inc. | 8.56% | Reduce -2.9% | 477,166 | $15.0M |
| Truist Financial Corp. | 0.02% | Add +34.1% | 475,427 | $14.9M |
| Modera Wealth Management, LLC | 0.17% | Reduce -5.0% | 473,551 | $14.9M |
| M Holdings Securities, Inc. | 3.09% | Add +4.8% | 465,637 | $14.6M |
| Strategic Investment Solutions, Inc. | 3.85% | Add +12.0% | 464,189 | $14.6M |
| Silver Oak Advisory Group, Inc. | 6.49% | Add +9.7% | 457,436 | $14.4M |
| Lauterbach Financial Advisors, LLC | 7.20% | Reduce -0.5% | 456,562 | $14.3M |
| FMB Wealth Management | 5.86% | Add +7.9% | 440,901 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 429,642 | $13.5M |
| Equitable Holdings, Inc. | 0.10% | Add +1.0% | 429,229 | $13.5M |
| Claris Advisors, LLC / Mo / | 4.64% | No change | 454,680 | $13.4M |
| Wolfstich Capital, LLC | 25.26% | No change | 394,556 | $12.4M |
| Creative Planning | 0.01% | Reduce -1.6% | 393,987 | $12.4M |
| Corient Private Wealth LP | 0.02% | Reduce -35.2% | 393,858 | $12.4M |
| ARK & TLK Investments, LLC | 3.92% | Reduce -0.9% | 393,733 | $12.4M |
| Trust Co of the South | 2.00% | Reduce -1.8% | 383,935 | $12.0M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Reduce -2.9% | 381,687 | $12.0M |
| Binnacle Investments Inc | 6.96% | Add +1.6% | 376,612 | $11.8M |
| Truepoint, Inc. | 0.27% | Reduce -1.1% | 370,310 | $11.6M |
| Betterment LLC | 0.02% | Reduce -0.8% | 369,406 | $11.6M |
| Pure Financial Advisors, LLC | 0.18% | Add +4.0% | 364,007 | $11.4M |
| Live Oak Private Wealth LLC | 1.57% | Add +2.2% | 359,418 | $11.3M |
| Andrews, Lucia Wealth Management LLC | 6.75% | Reduce -0.9% | 357,145 | $11.2M |
| Integrated Wealth Concepts LLC | 0.10% | Add +2.3% | 346,144 | $10.9M |
| Mariner, LLC | 0.01% | Add +8.8% | 326,431 | $10.2M |
| B&D White Capital Company, LLC | 1.31% | Reduce -0.0% | 326,172 | $10.2M |
| Hemington Wealth Management | 1.32% | Reduce -3.5% | 323,147 | $10.1M |
| ERn Financial, LLC | 2.00% | Reduce -2.6% | 322,197 | $10.1M |
| Farther Finance Advisors, LLC | 0.15% | Add +5.5% | 322,015 | $10.1M |
| Greenwood Capital Associates LLC | 1.14% | Add +19.9% | 313,913 | $9.9M |
| First National Bank Sioux Falls | 3.02% | No change | 308,472 | $9.7M |
| Porter White Investment Advisors, Inc. | 4.11% | Reduce -1.0% | 304,825 | $9.6M |
| Moisand Fitzgerald Tamayo, LLC | 1.12% | Reduce -1.0% | 303,423 | $9.5M |
| Willow Creek Wealth Management Inc. | 0.77% | Add +0.2% | 299,035 | $9.4M |
| Hurlow Wealth Management Group, Inc. | 2.39% | Reduce -4.9% | 294,398 | $9.2M |
| Cambridge Financial Group, LLC | 2.95% | Reduce -5.5% | 291,925 | $9.2M |
| Graves Light Lenhart Wealth, Inc. | 1.01% | Add +289.5% | 289,011 | $9.1M |
| Eldridge Investment Advisors, Inc. | 2.04% | Reduce -4.5% | 285,965 | $9.0M |
| Financial Connections Group, Inc. | 3.45% | Reduce -5.3% | 281,775 | $8.8M |
| SJS Investment Consulting Inc. | 1.20% | Reduce -13.0% | 280,029 | $8.8M |
| Cloud Capital Management, LLC | 4.60% | Reduce -2.2% | 278,121 | $8.7M |
| Captrust Financial Advisors | 0.02% | Reduce -0.6% | 270,855 | $8.5M |
| Tranquilli Financial Advisor LLC | 4.98% | Add +8.3% | 268,779 | $8.4M |
| PBMares Wealth Management LLC | 1.34% | Reduce -0.6% | 263,148 | $8.3M |
| Old Mission Capital LLC | 0.29% | Reduce -48.0% | 262,448 | $8.2M |
| Sax Wealth Advisors, LLC | 0.44% | Reduce -3.1% | 258,020 | $8.1M |
| American Investment Services, Inc. | 1.82% | Reduce -0.4% | 241,046 | $7.6M |
| Capstone Wealth Management, LLC | 5.82% | Reduce -1.1% | 240,891 | $7.6M |
| Peirce Capital Management, LLC | 3.09% | Reduce -1.8% | 237,022 | $7.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +418.2% | 236,772 | $7.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.33% | Reduce -4.8% | 234,234 | $7.4M |
| Cwm, LLC | 0.02% | Add +10.1% | 233,172 | $7.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Reduce -10.1% | 231,937 | $7.3M |
| Warwick Investment Management, Inc. | 1.26% | Reduce -0.3% | 231,704 | $7.3M |
| Bayshore Asset Management, LLC | 2.94% | Reduce -1.6% | 218,663 | $6.9M |
| Park Avenue Securities LLC | 0.05% | Add +1.8% | 217,864 | $6.8M |
| Aerodigm Wealth, LLC | 2.86% | No change | 215,345 | $6.8M |
| Hassell Wealth Management, LLC | 2.33% | Add +0.0% | 213,657 | $6.7M |
| Vantage Point Financial LLC | 2.58% | Add +0.9% | 212,362 | $6.7M |
| Integrated Advisors Network LLC | 0.27% | Reduce -1.9% | 207,141 | $6.5M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -2.6% | 205,537 | $6.4M |
| Dopkins Wealth Management, LLC | 2.67% | Reduce -3.1% | 201,380 | $6.3M |
| Aspen Capital Management, LLC | 1.56% | Add +0.6% | 194,773 | $6.1M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1458.5% | 194,391 | $6.1M |
| CGN Advisors LLC | 0.50% | Reduce -1.3% | 193,905 | $6.1M |
| DiNuzzo Private Wealth, Inc. | 0.68% | Reduce -2.3% | 195,896 | $6.0M |
| Gould Asset Management LLC | 1.11% | Add +4.2% | 190,916 | $6.0M |
| SC&H Financial Advisors, Inc. | 0.97% | Reduce -27.0% | 190,132 | $6.0M |
| Phillips Financial Management, LLC | 0.39% | Add +0.0% | 186,832 | $5.9M |
| AQR Capital Management | 0.00% | Add +157.1% | 185,646 | $5.8M |
| Mather Group, Llc. | 0.06% | Reduce -11.6% | 183,431 | $5.8M |
| Canopy Partners, LLC | 1.91% | Add +3.3% | 182,331 | $5.7M |
| Awm Capital, LLC | 0.51% | Reduce -2.3% | 179,396 | $5.6M |
| RS Crum Inc. | 1.24% | Reduce -0.5% | 177,598 | $5.6M |
| Investment Advisory Group, LLC | 1.50% | Add +0.1% | 175,830 | $5.5M |
| Visionary Wealth Advisors | 0.25% | Add +15.3% | 171,748 | $5.4M |
| Tillman Hartley LLC | 1.32% | No change | 162,854 | $5.1M |
| RAM Investment Partners, LLC | 0.94% | Reduce -1.1% | 158,916 | $5.0M |
| Keystone Financial Group, Inc. | 2.79% | Add +14.7% | 157,910 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.27% | Add +2.2% | 154,249 | $4.8M |
| GEM Asset Management, LLC | 2.24% | Reduce -0.5% | 149,510 | $4.7M |
| Cornerstone Financial Group, LLC | 3.65% | Reduce -0.2% | 150,232 | $4.7M |
| Concord Wealth Partners | 0.65% | Add +5.7% | 149,539 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Add +317.3% | 142,755 | $4.5M |
| Earned Wealth Advisors, LLC | 0.74% | Reduce -1.8% | 142,232 | $4.5M |
| Gradient Capital Advisors, LLC | 1.19% | Add +5.8% | 141,465 | $4.4M |
| RBF Capital, LLC | 0.20% | No change | 140,000 | $4.4M |
| Summit Wealth Group, LLC | 1.04% | Reduce -2.1% | 137,599 | $4.3M |
| First Financial Group Corp | 3.72% | Add +12.3% | 136,715 | $4.3M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +4.5% | 136,213 | $4.3M |
| Wealth Architects, LLC | 0.39% | Add +3.8% | 131,829 | $4.1M |
| Morgan Stanley | 0.00% | Add +1.7% | 129,774 | $4.1M |
| XY Planning Network, Inc. | 1.37% | No change | 137,431 | $4.0M |
| Ballentine Partners, LLC | 0.06% | No change | 126,663 | $4.0M |
| Exencial Wealth Advisors, LLC | 0.12% | Add +0.6% | 119,671 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.2% | 119,485 | $3.7M |
| SwitchPoint Financial Planning, LLC | 2.68% | No change | 117,940 | $3.7M |
| Versant Capital Management, Inc | 0.50% | Add +0.2% | 116,804 | $3.7M |
| Heritage Wealth Management, Inc./Texas | 1.61% | Reduce -3.3% | 116,433 | $3.7M |
| Harbor Group, Inc. | 0.58% | Reduce -4.5% | 115,846 | $3.6M |
| Evernest Financial Advisors, LLC | 1.02% | No change | 115,651 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +6.4% | 115,504 | $3.6M |
| Magnolia Capital Advisors LLC | 0.94% | Add +4.3% | 114,987 | $3.6M |
| Lantern Wealth Advisors, LLC | 1.86% | Reduce -1.6% | 113,308 | $3.6M |
| Foundations Investment Advisors, LLC | 0.05% | New | 112,762 | $3.5M |
| Keb Asset Management, LLC | 0.78% | Reduce -1.1% | 111,424 | $3.5M |
| Rather & Kittrell, Inc. | 0.61% | Reduce -1.2% | 110,665 | $3.5M |
| WPWealth LLP | 0.57% | Add +1.8% | 110,379 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +39.8% | 110,486 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.74% | Add +0.3% | 107,691 | $3.4M |
| Rockwood Wealth Management, LLC | 0.27% | Reduce -0.2% | 105,978 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -96.4% | 103,866 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.2% | 102,962 | $3.2M |
| Rehmann Capital Advisory Group | 0.18% | Reduce -0.7% | 102,942 | $3.2M |
| Parkwoods Wealth Partners, LLC | 1.09% | Add +186.7% | 101,935 | $3.2M |
| RW Investment Management LLC | 0.33% | Reduce -0.5% | 101,922 | $3.2M |
| United Wealth Management, LLC | 0.85% | Reduce -1.1% | 99,673 | $3.1M |
| Cerity Partners LLC | 0.01% | Add +16.3% | 98,696 | $3.1M |
| Global Retirement Partners, LLC | 0.07% | Reduce -1.4% | 96,382 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.17% | No change | 91,508 | $2.9M |
| Bridge Generations Wealth Management LLC | 1.88% | Reduce -0.6% | 90,231 | $2.8M |
| Western Wealth Management, LLC | 0.15% | Add +3.4% | 89,849 | $2.8M |
| Physician Wealth Solutions Inc. | 1.23% | Reduce -0.1% | 89,722 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.35% | Add +1.3% | 89,205 | $2.8M |
| Northwest Wealth Management, LLC | 0.45% | Reduce -4.1% | 86,176 | $2.7M |
| Factor Wealth Management LTD | 0.67% | Reduce -6.9% | 85,881 | $2.7M |
| Squire Investment Management Company, LLC | 0.85% | Reduce -1.0% | 83,627 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.8% | 81,894 | $2.6M |
| BCO Wealth Management LLC | 1.67% | Add +0.1% | 80,694 | $2.5M |
| Accurate Wealth Management, LLC | 0.33% | Reduce -1.2% | 79,852 | $2.5M |
| Legacy Capital Wealth Partners, LLC | 0.54% | Add +23.2% | 78,963 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 77,933 | $2.4M |
| HMV Wealth Advisors, LLC | 1.34% | Reduce -0.8% | 77,883 | $2.4M |
| Physician Wealth Advisors, Inc. | 0.35% | Reduce -4.2% | 77,808 | $2.4M |
| Topsail Wealth Management, LLC | 0.41% | Add +0.8% | 77,239 | $2.4M |
| McGrath & Associates, Inc. | 3.59% | Add +21.9% | 76,991 | $2.4M |
| Aquire Wealth Advisors, LLC | 0.55% | Add +1.3% | 71,210 | $2.2M |
| Arista Wealth Management, LLC | 0.28% | Add +70.5% | 71,075 | $2.2M |
| MAI Capital Management | 0.01% | No change | 69,373 | $2.2M |
| Regions Financial Corp. | 0.01% | No change | 68,678 | $2.2M |
| Poinciana Advisors Group, LLC | 1.82% | Reduce -2.2% | 68,583 | $2.2M |
| Quad-Cities Investment Group, LLC | 0.90% | Add +1.7% | 67,284 | $2.1M |
| Melfa Wealth Management, Inc. | 1.21% | Add +0.1% | 65,862 | $2.1M |
| Alpha Financial Advisors, LLC | 0.72% | Reduce -0.4% | 65,057 | $2.0M |
| Lam Group, Inc. | 1.26% | Reduce -2.9% | 64,606 | $2.0M |
| Baker Tilly Wealth Management, LLC | 0.46% | New | 64,383 | $2.0M |
| Retirement Solution LLC | 0.48% | Add +0.0% | 64,236 | $2.0M |
| Lansing Street Advisors | 0.53% | Add +0.6% | 63,758 | $2.0M |
| Wealth Advisors Northwest LLC | 0.97% | Reduce -2.6% | 63,709 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.6% | 62,599 | $2.0M |
| Financial Harvest, LLC | 1.32% | Reduce -3.0% | 62,334 | $2.0M |
| WCG Wealth Advisors LLC | 0.12% | Add +0.6% | 61,556 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +0.0% | 60,775 | $1.9M |
| Choreo, LLC | 0.02% | Add +0.2% | 60,586 | $1.9M |
| Liberty Capital Management, Inc. | 0.36% | No change | 60,457 | $1.9M |
| Red Lighthouse Investment Management, LLC | 0.66% | No change | 60,318 | $1.9M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +27.3% | 60,194 | $1.9M |
| Applied Capital LLC | 0.76% | Reduce -0.5% | 60,111 | $1.9M |
| Astra Wealth Partners LLC | 1.30% | Add +3.1% | 59,269 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +1.1% | 59,138 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -30.7% | 59,128 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Add +10.8% | 58,367 | $1.8M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -0.2% | 58,012 | $1.8M |
| New Dimensions Wealth Management, LLC | 1.58% | Reduce -1.7% | 57,551 | $1.8M |
| JDH Wealth Management, LLC | 1.28% | Reduce -13.1% | 57,468 | $1.8M |
| Hutchinson Capital Management | 0.31% | Reduce -0.9% | 57,240 | $1.8M |
| Savvy Advisors, Inc. | 0.08% | Add +18.5% | 56,078 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.3% | 55,583 | $1.7M |
| Berger Financial Group, Inc | 0.10% | Reduce -0.9% | 54,124 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.66% | Reduce -3.6% | 53,557 | $1.7M |
| IFG Advisors, LLC | 0.27% | Add +0.9% | 52,237 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +10.7% | 51,743 | $1.6M |
| Vannoy Advisory Group, Inc. | 1.06% | Add +0.9% | 51,629 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.3% | 50,846 | $1.6M |
| Cannon Financial Strategists, Inc. | 0.23% | Add +19.9% | 50,534 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.41% | Add +2.4% | 49,133 | $1.5M |
| Kathleen S. Wright Associates Inc. | 0.57% | Add +9.9% | 49,051 | $1.5M |
| Elevate Wealth Advisory, Inc. | 1.12% | Add +0.8% | 49,045 | $1.5M |
| Unconventional Investor, LLC | 0.77% | No change | 48,888 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.31% | Add +0.0% | 48,578 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +10.1% | 48,542 | $1.5M |
| Brady Martz Wealth Solutions, LLC | 0.27% | No change | 47,614 | $1.5M |
| Security Financial Services, INC. | 0.24% | Reduce -0.1% | 47,089 | $1.5M |
| Triad Wealth Partners, LLC | 0.19% | Add +0.3% | 47,085 | $1.5M |
| Life Planning Partners, Inc | 1.07% | Add +0.0% | 46,763 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 45,851 | $1.4M |
| Clarity Capital Advisors, LLC | 0.77% | Add +0.1% | 45,160 | $1.4M |
| Fiduciary Financial Group, LLC | 0.22% | Reduce -14.9% | 44,589 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -2.1% | 44,168 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -29.1% | 44,290 | $1.4M |
| CVA Family Office, LLC | 0.18% | Add +4.8% | 44,087 | $1.4M |
| Apollon Financial, LLC | 0.23% | Add +18.3% | 43,971 | $1.4M |
| FMR LLC | 0.00% | Add +12.4% | 43,943 | $1.4M |
| VERITY Wealth Advisors | 0.87% | No change | 43,719 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.57% | No change | 43,089 | $1.4M |
| Spinnaker Investment Group, LLC | 0.25% | Add +8.2% | 42,592 | $1.3M |
| Investmark Advisory Group LLC | 0.58% | Reduce -18.8% | 42,467 | $1.3M |
| Rf&l Wealth Management, LLC | 0.78% | No change | 42,331 | $1.3M |
| Heritage Wealth Management, Inc. | 0.91% | Reduce -1.4% | 42,262 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +225.0% | 41,998 | $1.3M |
| Morris Financial Concepts, Inc. | 0.47% | No change | 41,634 | $1.3M |
| Fiduciary Alliance LLC | 0.08% | Add +2.5% | 39,447 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | Reduce -35.5% | 39,199 | $1.2M |
| Prudent Man Investment Management, Inc. | 0.68% | Reduce -0.1% | 49,337 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | New | 38,829 | $1.2M |
| KM Capital Management Ltd. | 0.56% | Reduce -3.4% | 38,763 | $1.2M |
| TruNorth Capital Management, LLC | 0.24% | No change | 38,726 | $1.2M |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $1.2M |
| Investment Planning Advisors, Inc. | 0.37% | Add +11.3% | 37,627 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | No change | 37,587 | $1.2M |
| Market Street Wealth Management Advisors LLC | 0.19% | Reduce -4.2% | 37,492 | $1.2M |
| Wealthstream Advisors, Inc. | 0.18% | Reduce -1.3% | 37,473 | $1.2M |
| Zhang Financial LLC | 0.05% | Add +0.2% | 37,069 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +6.3% | 36,797 | $1.2M |
| Verus Capital Partners, LLC | 0.09% | New | 36,666 | $1.2M |
| Sage Rhino Capital LLC | 0.22% | Add +1.5% | 36,556 | $1.1M |
| Westmount Partners, LLC | 0.29% | No change | 36,105 | $1.1M |
| waypoint wealth counsel | 0.44% | Add +0.8% | 35,901 | $1.1M |
| Vanguard Group Inc. | 0.00% | Reduce -3.1% | 35,833 | $1.1M |
| Intelligent Financial Strategies | 0.55% | No change | 35,705 | $1.1M |
| M Wealth Management, LLC | 0.98% | Reduce -1.3% | 35,704 | $1.1M |
| Clark Asset Management, LLC | 0.13% | No change | 35,693 | $1.1M |
| Corus Family Wealth Advisors | 0.81% | Reduce -7.3% | 35,212 | $1.1M |
| Montis Financial, LLC | 0.25% | Reduce -4.1% | 34,904 | $1.1M |
| Midwest Trust Co | 0.01% | Add +4.6% | 34,612 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.9% | 33,685 | $1.1M |
| My Personal CFO, LLC | 0.41% | New | 33,627 | $1.1M |
| Foundation Wealth Management, LLC\PA | 0.41% | Reduce -1.7% | 33,627 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.19% | Reduce -1.2% | 33,651 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +194.9% | 33,579 | $1.1M |
| Leading Edge Financial Planning LLC | 0.26% | Add +7.3% | 33,315 | $1.0M |
| Sterling Wealth Advisors Inc | 0.66% | New | 33,012 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +2.9% | 33,069 | $1.0M |
| Curio Wealth, LLC | 0.41% | Reduce -8.3% | 32,146 | $1.0M |
| Atlas Private Wealth Advisors | 0.25% | Reduce -45.0% | 31,941 | $1.0M |
| Tortoise Investment Management, LLC | 0.09% | Reduce -0.5% | 31,789 | $998K |
| Voisard Asset Management Group, Inc. | 0.23% | Add +4.1% | 31,776 | $997K |
| Evoke Wealth, LLC | 0.02% | Reduce 0.0% | 31,158 | $978K |
| Disciplined Investors, L.L.C. | 0.69% | Add +0.5% | 31,073 | $975K |
| Five Oceans Advisors | 0.36% | Add +0.0% | 30,950 | $971K |
| Blue Trust, Inc. | 0.01% | Add +1.0% | 30,854 | $968K |
| Stratos Wealth Advisors, LLC | 0.05% | No change | 30,241 | $949K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Add +0.3% | 30,230 | $949K |
| Tanglewood Legacy Advisors, LLC | 0.37% | No change | 30,200 | $948K |
| M&T Bank Corp | 0.00% | No change | 29,950 | $940K |
| Francis Financial, Inc. | 0.16% | No change | 29,119 | $914K |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 28,200 | $898K |
| Ieq Capital, LLC | 0.00% | Add +13.2% | 28,551 | $896K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -0.2% | 28,269 | $887K |
| Northern Trust Corp. | 0.00% | Add +43.6% | 27,697 | $869K |
| Mission Wealth Management, LP | 0.02% | Add +25.7% | 27,595 | $866K |
| Maseco LLP | 0.04% | Add +13.9% | 27,442 | $861K |
| Red Wave Investments LLC | 0.26% | Reduce -5.0% | 27,319 | $857K |
| Shakespeare Wealth Management, LLC | 0.19% | Add +6.0% | 27,090 | $850K |
| Citizens Financial Group Inc. | 0.01% | No change | 26,421 | $829K |
| Cascade Wealth Advisors, Inc | 0.41% | Add +6.5% | 25,873 | $828K |
| Quadrant Private Wealth Management, LLC | 0.15% | No change | 26,178 | $821K |
| Meredith Wealth Planning | 0.26% | Add +1.4% | 25,839 | $811K |
| Brewster Financial Planning LLC | 0.50% | No change | 25,469 | $799K |
| Wharton Business Group, LLC | 0.03% | No change | 25,090 | $787K |
| Sei Investments Co. | 0.00% | Add +31.8% | 25,082 | $787K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $785K |
| Partners in Financial Planning | 0.13% | Reduce -9.0% | 24,729 | $776K |
| Lynx Investment Advisory | 0.46% | Reduce -4.6% | 24,439 | $767K |
| Waterfront Wealth Inc. | 0.16% | No change | 24,158 | $761K |
| Midwest Heritage Bank, FSB | 0.27% | Add +0.0% | 24,242 | $761K |
| Hill Investment Group Partners, LLC | 0.09% | Reduce -1.6% | 24,167 | $758K |
| Signet Financial Management, LLC | 0.09% | Add +0.0% | 24,111 | $757K |
| Freedom Investment Management, Inc. | 0.20% | Reduce -3.1% | 23,932 | $751K |
| Scratch Capital LLC | 0.49% | No change | 23,901 | $750K |
| Sprinkle Financial Consultants LLC | 0.42% | Add +5.9% | 23,777 | $746K |
| Rise Advisors, LLC | 0.26% | Add +0.6% | 23,039 | $723K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +35.5% | 22,857 | $717K |
| Wealthspire Retirement, LLC | 0.04% | New | 22,410 | $703K |
| Elser Financial Planning, Inc | 0.84% | No change | 22,303 | $700K |
| Inscription Capital, LLC | 0.07% | No change | 22,136 | $695K |
| NBT Bank, N.A. | 0.04% | Reduce -99.7% | 63 | $690K |
| Financial Alternatives, Inc | 0.42% | Add +9.6% | 21,858 | $686K |
| Oak Wealth Advisors LLC | 0.38% | Add +0.1% | 21,067 | $661K |
| Brookstone Capital Management | 0.01% | Add +190.5% | 20,440 | $641K |
| Kaufman Rossin Wealth, LLC | 0.35% | Reduce -10.8% | 20,331 | $638K |
| Colonial Trust Co / SC | 0.09% | Reduce -1.1% | 20,235 | $635K |
| KOM Wealth Management Group, LLC | 0.48% | Reduce -5.1% | 20,136 | $632K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.2% | 20,099 | $631K |
| Stewardship Advisors, LLC | 0.15% | Reduce -9.7% | 19,589 | $615K |
| Independent Wealth Network Inc. | 0.20% | No change | 19,310 | $606K |
| Advisors Capital Management, LLC | 0.01% | Add +8.1% | 19,253 | $604K |
| Holcombe Financial, Inc. | 0.42% | No change | 19,010 | $597K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -11.7% | 18,642 | $593K |
| Boyce & Associates Wealth Consulting, Inc. | 0.48% | Add +0.3% | 18,884 | $593K |
| JB Capital LLC | 0.03% | Reduce -1.7% | 18,833 | $591K |
| Brown Advisory Inc. | 0.00% | Reduce -53.4% | 18,616 | $584K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.2% | 18,505 | $581K |
| DecisionPoint Financial, LLC | 0.13% | Reduce -5.7% | 18,206 | $574K |
| Certuity, LLC | 0.04% | No change | 18,030 | $566K |
| Eaton Financial Holdings Company, LLC | 0.16% | Add +0.6% | 18,000 | $565K |
| US Bancorp \de | 0.00% | Add +180.8% | 17,979 | $564K |
| RB Capital Management, LLC | 0.12% | Reduce -0.6% | 17,879 | $561K |
| TFB Advisors LLC | 0.16% | Reduce -11.1% | 17,971 | $560K |
| Ascent Group, LLC | 0.02% | Add +14.8% | 17,277 | $542K |
| Two West Capital Advisors LLC | 0.33% | Reduce -1.3% | 16,909 | $539K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 17,158 | $538K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -6.9% | 17,075 | $536K |
| LJI Wealth Management, LLC | 0.09% | Reduce -27.9% | 17,040 | $535K |
| Semitam Bonam LLC | 0.47% | Add +5.4% | 16,839 | $528K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | Add +32.7% | 16,300 | $523K |
| CIBC Private Wealth Group LLC | 0.00% | Add +126.2% | 16,543 | $519K |
| Verus Financial Partners, Inc. | 0.05% | Reduce -2.1% | 16,364 | $514K |
| Strategent Financial, LLC | 0.37% | Add +5.7% | 16,313 | $512K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | Add +7.1% | 16,086 | $505K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $501K |
| Facet Wealth, Inc. | 0.01% | Add +0.5% | 15,715 | $493K |
| Renasant Bank | 0.31% | No change | 15,353 | $482K |
| Curi Capital, LLC | 0.01% | No change | 15,285 | $480K |
| SCS Capital Management LLC | 0.01% | No change | 15,247 | $478K |
| Bessemer Group Inc. | 0.00% | No change | 15,219 | $478K |
| Websterrogers Financial Advisors, LLC | 0.14% | Reduce -0.2% | 15,203 | $477K |
| Syverson Strege & Co | 0.11% | Reduce -0.0% | 14,885 | $467K |
| Probity Advisors, Inc. | 0.07% | No change | 14,464 | $454K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 14,249 | $447K |
| Keystone Financial Services | 0.14% | No change | 14,202 | $446K |
| Signature Resources Capital Management, LLC | 0.24% | No change | 14,172 | $445K |
| RVW Wealth, LLC | 0.03% | No change | 14,168 | $445K |
| Certified Advisory Corp | 0.04% | No change | 13,816 | $434K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 13,691 | $430K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $424K |
| Trek Financial, LLC | 0.03% | No change | 13,503 | $424K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,483 | $423K |
| Magnolia Private Wealth, LLC | 0.31% | No change | 13,302 | $417K |
| Shotwell Rutter Baer Inc | 0.27% | Reduce -2.8% | 13,123 | $416K |
| SageOak Financial, LLC | 0.30% | Add +0.9% | 13,131 | $412K |
| Joel Adams & Associates, Inc. | 0.33% | Add +0.5% | 13,037 | $409K |
| Huntleigh Advisors, Inc. | 0.07% | New | 12,859 | $404K |
| Burk Holdings LLC | 0.21% | Add +0.1% | 12,710 | $399K |
| NerdWallet Wealth Partners, LLC | 0.20% | — | 12,683 | $398K |
| WNY Asset Management, LLC | 0.04% | Add +33.1% | 12,673 | $398K |
| 25 LLC | 0.14% | No change | 12,635 | $396K |
| Falcon Wealth Planning | 0.04% | No change | 12,634 | $396K |
| Root Financial Partners, LLC | 0.02% | Add +0.3% | 12,558 | $394K |
| Mgo One Seven LLC | 0.01% | Add +37.6% | 12,470 | $391K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.3% | 12,424 | $390K |
| Motco | 0.04% | No change | 12,372 | $388K |
| Jessup Wealth Management, Inc | 0.14% | No change | 12,324 | $387K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,189 | $382K |
| Brooklyn Investment Group | 0.05% | No change | 13,017 | $381K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $381K |
| American Financial Advisors, LLC | 0.05% | Add +0.6% | 11,999 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.8% | 11,981 | $376K |
| Gemmer Asset Management LLC | 0.03% | Reduce -1.3% | 11,793 | $370K |
| Threadgill Financial, LLC | 0.18% | No change | 11,718 | $368K |
| MPWM Advisory Solutions, LLC | 0.22% | Reduce -3.7% | 11,574 | $363K |
| Integrity Alliance, Llc. | 0.02% | New | 11,272 | $354K |
| Canandaigua National Trust Co of Florida | 0.28% | Reduce -74.8% | 11,177 | $351K |
| Cadence Bank | 0.02% | New | 11,066 | $347K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 10,978 | $346K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Add +0.6% | 11,029 | $346K |
| Abundance Wealth Counselors | 0.06% | Reduce -2.9% | 10,706 | $336K |
| Total Wealth Planning, LLC | 0.04% | No change | 10,486 | $329K |
| Clayton Financial Group LLC | 0.24% | No change | 10,420 | $327K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $322K |
| Level Wealth Management LLC | 0.17% | No change | 10,218 | $321K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.2% | 10,185 | $320K |
| MJP Associates Inc. | 0.04% | Add +37.7% | 10,051 | $315K |
| Advisor OS, LLC | 0.03% | Add +37.7% | 10,051 | $315K |
| HUB Investment Partners, LLC | 0.01% | Reduce -16.8% | 9,988 | $313K |
| Caprock Group, LLC | 0.01% | — | 10,206 | $312K |
| McCarthy Asset Management, Inc. | 0.20% | Add +0.6% | 9,912 | $311K |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 9,826 | $308K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Add +0.2% | 9,738 | $306K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $305K |
| Baird Financial Group, Inc. | 0.00% | Add +7.7% | 9,618 | $302K |
| Kelly Financial Group LLC | 0.08% | Reduce -3.5% | 9,594 | $301K |
| Kovack Advisors, Inc. | 0.03% | No change | 9,520 | $299K |
| Family Manage LLC | 0.04% | New | 9,515 | $299K |
| Chico Wealth RIA | 0.20% | Add +3.6% | 9,376 | $294K |
| Clearstead Advisors, LLC | 0.00% | No change | 9,257 | $290K |
| MB Generational Wealth, LLC | 0.18% | — | 9,217 | $289K |
| Hantz Financial Services, Inc. | 0.00% | No change | 9,204 | $289K |
| Edge Financial Advisors LLC | 0.13% | Add +0.6% | 9,207 | $289K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,168 | $288K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -0.1% | 9,166 | $287K |
| Waverly Advisors, LLC | 0.00% | Add +0.6% | 9,118 | $286K |
| Ancora Advisors LLC | 0.01% | Reduce -17.4% | 9,116 | $286K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,111 | $286K |
| Sowell Financial Services LLC | 0.01% | No change | 9,067 | $285K |
| Essential Planning, LLC. | 0.10% | Add +0.0% | 8,959 | $281K |
| GTS Securities LLC | 0.01% | New | 8,852 | $278K |
| Signal Advisors Wealth, LLC | 0.03% | New | 8,832 | $277K |
| Orin Green Financial, LLC | 0.11% | No change | 8,786 | $276K |
| First Heartland Consultants, Inc. | 0.02% | New | 8,713 | $273K |
| Tableaux LLC | 0.11% | Reduce -32.9% | 8,708 | $273K |
| Wedmont Private Capital | 0.01% | No change | 8,641 | $273K |
| Everest Private Wealth | 0.17% | No change | 8,585 | $269K |
| Private Trust Co. NA | 0.02% | Reduce -16.6% | 8,559 | $269K |
| BWM Planning, LLC | 0.08% | Add +0.6% | 8,533 | $268K |
| Samalin Investment Counsel, LLC | 0.09% | Add +1.5% | 8,322 | $261K |
| Modern Wealth Management, LLC | 0.01% | Add +8.2% | 8,303 | $261K |
| Milestone Asset Management Group, LLC | 0.16% | Add +0.5% | 8,250 | $259K |
| Optima Capital LLC | 0.12% | Add +0.6% | 8,110 | $254K |
| Lido Advisors, LLC | 0.00% | Reduce -4.6% | 8,012 | $251K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 7,981 | $250K |
| FFT Wealth Management LLC | 0.05% | No change | 7,967 | $250K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 7,875 | $247K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 7,837 | $246K |
| Northeast Financial Group, Inc. | 0.06% | No change | 7,797 | $245K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 7,732 | $244K |
| Opulen Financial Group LLC | 0.18% | New | 7,718 | $242K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 7,678 | $241K |
| Canvas Wealth Advisors, LLC | 0.04% | No change | 7,543 | $239K |
| Atlas Wealth LLC | 0.10% | No change | 7,619 | $239K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 7,423 | $233K |
| Cedar Point Capital Partners, LLC | 0.15% | No change | 7,420 | $233K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | No change | 7,311 | $229K |
| Arbor Wealth Advisors LLC | 0.17% | No change | 7,267 | $228K |
| Compound Planning, Inc. | 0.01% | No change | 7,249 | $227K |
| Cadent Capital Advisors, LLC | 0.06% | No change | 6,964 | $219K |
| Copperleaf Capital, LLC | 0.10% | Reduce -7.2% | 6,946 | $218K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -92.8% | 6,927 | $217K |
| Rodgers & Associates, LTD | 0.02% | No change | 6,896 | $216K |
| RHS Financial, LLC | 0.11% | No change | 6,891 | $216K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 6,788 | $213K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6,716 | $211K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 6,671 | $209K |
| HBK Sorce Advisory LLC | 0.01% | New | 6,651 | $209K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.6% | 6,650 | $209K |
| Waterloo Capital, L.P. | 0.02% | Reduce -5.3% | 6,551 | $206K |
| Well Done, LLC | 0.03% | New | 6,456 | $203K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,429 | $202K |
| Financial Advocates Investment Management | 0.11% | Reduce -14.4% | 6,401 | $201K |
| Mutual Advisors, LLC | 0.00% | New | 6,317 | $201K |
| True Wealth Design, LLC | 0.06% | Add +24.8% | 6,360 | $200K |
| City State Bank | 0.05% | No change | 6,000 | $188K |
| VSM Wealth Advisory, LLC | 0.06% | Add +0.3% | 5,940 | $186K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 5,753 | $181K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -4.3% | 5,720 | $179K |
| Parallel Advisors, LLC | 0.00% | No change | 5,388 | $169K |
| American Capital Advisory, LLC | 0.08% | No change | 5,369 | $168K |
| Oakworth Capital, Inc. | 0.01% | Reduce -8.3% | 5,295 | $166K |
| Grey Fox Wealth Advisors, LLC | 0.03% | New | 4,933 | $155K |
| Investors Research Corp | 0.03% | No change | 4,911 | $154K |
| Proathlete Wealth Management LLC | 0.04% | Add +0.6% | 4,744 | $149K |
| Cedar Wealth Management, LLC | 0.05% | No change | 4,709 | $148K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.5% | 4,672 | $147K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,574 | $144K |
| Advisory Services Network, LLC | 0.00% | New | 4,360 | $137K |
| Washington Trust Advisors, Inc. | 0.01% | Add +35.7% | 4,352 | $137K |
| Coston, McIsaac & Partners | 0.03% | Add +0.5% | 4,239 | $133K |
| Kings Path Partners LLC | 0.05% | No change | 4,130 | $130K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 4,071 | $128K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 4,052 | $127K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 3,921 | $123K |
| Wells Fargo & Company | 0.00% | Reduce -64.6% | 3,905 | $123K |
| Bank of Montreal | 0.00% | Add +76.1% | 3,655 | $115K |
| Bokf, NA | 0.00% | No change | 3,398 | $107K |
| Navigoe, LLC | 0.07% | No change | 3,319 | $104K |
| JNBA Financial Advisors | 0.01% | No change | 3,107 | $97K |
| First United Bank & Trust | 0.03% | New | 2,819 | $88K |
| Orion Capital Management LLC | 0.03% | No change | 2,646 | $83K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $79K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 2,475 | $78K |
| Financial Consulate, Inc. | 0.01% | New | 2,413 | $76K |
| Nemes Rush Group LLC | 0.01% | Add +22.4% | 2,391 | $75K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.2% | 2,312 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -80.2% | 2,254 | $71K |
| McIlrath & Eck, LLC | 0.01% | Add +0.6% | 2,093 | $66K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 2,056 | $65K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.0% | 1,940 | $61K |
| Copia Wealth Management | 0.04% | No change | 1,893 | $59K |
| Redmont Wealth Advisors LLC | 0.08% | Add +8.8% | 1,834 | $58K |
| Rossby Financial, LCC | 0.02% | No change | 1,823 | $58K |
| CX Institutional | 0.00% | Add +20.1% | 1,616 | $51K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.1% | 1,623 | $51K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | New | 1,539 | $48K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +5.0% | 1,389 | $44K |
| Key Financial Inc | 0.01% | No change | 1,225 | $39K |
| Pillar Financial Advisors, LLC | 0.02% | Reduce -0.3% | 1,134 | $36K |
| Trust Co. of Vermont | 0.00% | New | 1,132 | $36K |
| Fifth Third Bancorp | 0.00% | Add +1391.7% | 1,074 | $34K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -11.5% | 1,039 | $33K |
| Rialto Wealth Management, LLC | 0.01% | No change | 883 | $28K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 759 | $24K |
| St Germain D J Co. Inc. | 0.00% | New | 668 | $21K |
| Winch Advisory Services, LLC | 0.00% | Add +0.7% | 593 | $19K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 517 | $16K |
| Annandale Capital, LLC | 0.00% | Add +74.8% | 48,649 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -100.0% | 417 | $13K |
| Franklin Resources Inc. | 0.00% | No change | 416 | $13K |
| Spire Wealth Management | 0.00% | No change | 294 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 276 | $9K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 248 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +10.6% | 230 | $7K |
| Spurstone Advisory Services, LLC | 0.09% | No change | 189 | $6K |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +0.6% | 166 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 159 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.5% | 68 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 65 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 43 | $1K |
| Affinity Wealth LLC | 0.00% | Reduce -89.2% | 28 | $879 |
| Manchester Capital Management LLC | 0.00% | New | 17 | $534 |
| Ascentis Wealth Management, LLC | 0.00% | New | 14 | $439 |
| BlackRock, Inc. | 0.00% | Add +200.0% | 3 | $89 |
"% 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.