Dimensional World Ex US CoreDFAXETF
13F holders, Q4 2025 (December 31)674holders +70
35new positions
20sold out
2famous investors
$32.79avg. 13F price*
At the end of Q4 2025, 674 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 70 from Q3 2025. 35 opened new positions and 20 sold out. The largest holders were Focus Partners Wealth ($349.4M), Alerus Financial NA ($276.0M) and LPL Financial LLC ($264.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $20.7M |
| Exits | 20 | $14.4M |
All 13F filers, Q3 2025 → Q4 2025: 10,645,451 shares bought and 5,483,944 shares sold, net +5,161,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| Focus Partners Wealth | 0.40% | Reduce -2.7% | 10,675,346 | $349.4M |
| Alerus Financial NA | 13.50% | Add +0.6% | 8,432,666 | $276.0M |
| LPL Financial LLC | 0.07% | Reduce -0.3% | 8,067,009 | $264.0M |
| Geometric Wealth Advisors | 30.94% | Add +0.8% | 7,348,368 | $240.5M |
| Allworth Financial LP | 0.89% | Reduce -3.7% | 6,610,841 | $216.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.6% | 6,559,941 | $214.7M |
| Monograph Wealth Advisors, LLC | 19.48% | Add +1.5% | 6,060,776 | $198.4M |
| Glenmede Trust Co. NA | 0.80% | — | 5,142,715 | $168.3M |
| Great Waters Wealth Management | 17.45% | Add +6.8% | 4,847,406 | $158.7M |
| Factory Mutual Insurance Co. | 1.59% | No change | 4,806,630 | $157.3M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -15.3% | 4,080,963 | $133.6M |
| Plancorp, LLC | 3.95% | Reduce -1.4% | 3,996,011 | $130.8M |
| Triune Financial Partners, LLC | 29.37% | Reduce -1.6% | 3,620,714 | $125.6M |
| JFS Wealth Advisors, LLC | 6.99% | Add +0.5% | 3,789,938 | $124.0M |
| Royal Bank of Canada | 0.02% | Reduce -3.1% | 3,707,781 | $121.4M |
| Focus Partners Advisor Solutions, LLC | 1.38% | Add +13.0% | 3,442,846 | $112.7M |
| Comerica Bank | 0.44% | Reduce -1.6% | 3,368,439 | $110.2M |
| Captrust Financial Advisors | 0.18% | Add +970.0% | 2,898,200 | $94.9M |
| Assetmark, Inc. | 0.19% | Reduce -0.5% | 2,891,445 | $94.6M |
| D.A. Davidson & Co. | 0.56% | Add +0.6% | 2,814,774 | $92.1M |
| Pathstone Holdings, LLC | 0.34% | Reduce -5.0% | 2,653,016 | $86.8M |
| Planning Center, Inc. | 8.72% | Reduce -7.0% | 2,608,713 | $85.4M |
| GeoWealth Management, LLC | 2.93% | Add +1.6% | 2,427,980 | $79.5M |
| Core Wealth Management, Inc. | 24.46% | Reduce -0.8% | 2,398,910 | $78.5M |
| New Capital Management LP | 19.34% | Add +0.7% | 2,352,036 | $77.0M |
| Raymond James Financial Inc. | 0.02% | Add +45.6% | 2,331,276 | $76.3M |
| Evanson Asset Management, LLC | 4.07% | Reduce -2.0% | 2,303,524 | $75.4M |
| Morton Capital Management LLC | 11.48% | Add +3.3% | 2,284,140 | $74.8M |
| Tumwater Wealth Management, LLC | 29.74% | Add +2.7% | 2,229,430 | $73.0M |
| UBS Group AG | 0.01% | Add +1.1% | 2,185,347 | $71.5M |
| Greenspring Advisors, LLC | 4.34% | Add +7.2% | 2,162,647 | $70.8M |
| Creative Capital Management Investments LLC | 21.13% | Add +1.6% | 2,139,482 | $70.0M |
| Capstone Financial Advisors, Inc. | 3.65% | Reduce -0.1% | 2,090,889 | $68.4M |
| Glassman Wealth Services | 8.67% | Add +3.0% | 1,962,925 | $64.2M |
| Asset Dedication, LLC | 4.20% | Reduce -4.1% | 1,955,734 | $64.0M |
| Bank of America Corp. | 0.00% | Add +13.2% | 1,952,469 | $63.9M |
| Cardinal Point Capital Management ULC | 3.94% | Add +2.9% | 1,842,315 | $60.3M |
| BetterWealth, LLC | 13.59% | Add +1.1% | 1,820,653 | $59.6M |
| Mars Jewett Financial Group, Inc. | 17.43% | — | 1,606,224 | $58.6M |
| Confluence Wealth Services, Inc. | 2.41% | Add +4.7% | 1,775,826 | $58.1M |
| Baker Boyer National Bank | 16.99% | Add +1.9% | 1,719,710 | $56.3M |
| HFM Investment Advisors, LLC | 20.37% | Add +1.2% | 1,591,987 | $52.1M |
| Trellis Wealth Advisors LLC | 20.35% | Reduce -3.2% | 1,589,713 | $52.0M |
| Financial Symmetry Inc | 20.79% | Add +2.1% | 1,557,453 | $51.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.01% | Reduce -16.5% | 1,536,741 | $50.3M |
| Jackson Thornton Wealth Management, LLC | 4.56% | Reduce -2.1% | 1,436,826 | $48.2M |
| Altiora Financial Group, LLC | 8.09% | Reduce -0.7% | 1,434,864 | $47.0M |
| LRI Investments, LLC | 3.76% | Add +3.6% | 1,428,375 | $46.8M |
| Master's Wealth Management Inc. | 16.33% | Add +4.7% | 1,387,352 | $45.4M |
| Strathmore Capital Advisors, Inc. | 14.67% | Add +10.0% | 1,367,141 | $44.7M |
| N.E.W. Advisory Services LLC | 3.21% | Add +2.6% | 1,326,814 | $43.4M |
| BlueSky Wealth Advisors, LLC | 5.69% | Add +0.6% | 1,317,406 | $43.1M |
| ShankerValleau Wealth Advisors, Inc. | 11.68% | Reduce -0.7% | 1,317,141 | $43.1M |
| Johnson Wealth Management, LLC | 21.45% | Add +6.3% | 1,317,050 | $43.1M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -6.2% | 1,292,077 | $42.3M |
| Demming Financial Services Corp. | 31.13% | — | 1,265,222 | $41.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.61% | Reduce -3.3% | 1,241,726 | $40.6M |
| Babb Wealth Advisors LLC | 22.32% | Add +6.3% | 1,208,183 | $39.5M |
| HighTower Advisors, LLC | 0.04% | Add +17.6% | 1,177,609 | $38.5M |
| Private Advisor Group, LLC | 0.18% | Add +1.1% | 1,172,518 | $38.4M |
| Cardiff Park Advisors, LLC | 3.15% | Reduce -4.7% | 1,167,549 | $38.2M |
| Onyx Financial Advisors, LLC | 16.16% | Add +1.5% | 1,164,343 | $38.1M |
| Vance Wealth, LLC | 10.99% | Add +2.1% | 1,130,975 | $37.0M |
| Apella Capital, LLC | 0.72% | Reduce -3.8% | 1,113,787 | $36.5M |
| Warburton Capital Management, LLC | 20.48% | Add +7.1% | 1,108,241 | $36.3M |
| Forum Financial Management, LP | 0.47% | Reduce -2.3% | 1,093,036 | $35.8M |
| Cahill Financial Advisors Inc. | 3.44% | Add +13.1% | 960,236 | $31.4M |
| RFG Advisory, LLC | 0.59% | Reduce -8.3% | 950,659 | $31.1M |
| Cetera Investment Advisers | 0.03% | Add +5.1% | 886,961 | $29.0M |
| Meridian Wealth Partners, LLC | 3.99% | Reduce -6.4% | 884,890 | $29.0M |
| TCI Wealth Advisors, Inc. | 1.58% | Reduce -3.2% | 876,305 | $28.7M |
| Shearwater Capital LLC | 16.05% | Add +0.6% | 854,520 | $28.0M |
| Accredited Investor Services, LLC | 18.52% | Add +0.6% | 854,164 | $28.0M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -1.6% | 853,865 | $27.9M |
| Destiny Wealth Partners, LLC | 3.21% | Add +1.7% | 803,301 | $27.9M |
| Savant Capital, LLC | 0.16% | Add +26.5% | 842,852 | $27.6M |
| Wolfstich Capital, LLC | 24.00% | Add +101.7% | 795,905 | $26.0M |
| Momentous Wealth Management, Inc. | 14.43% | Add +4.7% | 777,518 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.5% | 750,940 | $25.2M |
| Sensible Money, LLC | 8.03% | Reduce -4.5% | 768,150 | $25.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.3% | 741,651 | $24.3M |
| Financial Plan, Inc. | 2.78% | — | 738,610 | $24.2M |
| Aspiriant, LLC | 0.68% | Reduce -1.3% | 727,702 | $23.8M |
| Conrad Siegel Investment Advisors, Inc. | 4.47% | Add +0.0% | 720,721 | $23.6M |
| Glassy Mountain Advisors, Inc. | 7.09% | Add +0.9% | 716,881 | $23.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -2.4% | 709,722 | $23.2M |
| Old Peak Finance LLC | 14.03% | — | 694,630 | $22.7M |
| MilWealth Group LLC | 5.37% | Reduce -0.8% | 689,731 | $22.6M |
| Cherrydale Wealth Management, LLC | 6.80% | Add +5.6% | 684,051 | $22.4M |
| Chicago Partners Investment Group LLC | 0.55% | Reduce -2.8% | 644,660 | $22.3M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -2.5% | 675,884 | $22.1M |
| Brighton Jones LLC | 0.81% | Reduce -0.9% | 668,678 | $21.9M |
| marrick wealth, LLC | 17.47% | — | 651,982 | $21.3M |
| Legacy Financial Group, Inc. | 5.55% | Add +2.3% | 646,402 | $21.2M |
| HTG Investment Advisors, Inc. | 6.32% | Add +2.3% | 627,975 | $20.6M |
| IFG Advisory, LLC | 0.89% | Reduce -1.0% | 626,171 | $20.5M |
| Corient Private Wealth LP | 0.03% | Add +54.8% | 609,522 | $19.9M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -1.3% | 608,324 | $19.9M |
| Generations Wealth, LLC | 20.31% | — | 606,481 | $19.9M |
| Symmetry Partners, LLC | 1.17% | Reduce -11.2% | 605,458 | $19.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +155.5% | 605,033 | $19.8M |
| Conquis Financial LLC | 16.81% | Add +9.1% | 597,096 | $19.5M |
| Vested Financial Planning, LLC | 13.97% | Add +0.1% | 554,379 | $18.1M |
| Farther Finance Advisors, LLC | 0.19% | Add +71.2% | 551,263 | $18.0M |
| Tassel Capital Management, Inc. | 10.69% | Add +2.1% | 539,690 | $17.7M |
| von Borstel & Associates, Inc. | 4.12% | Add +0.7% | 537,276 | $17.6M |
| Grunden Financial Advisory, Inc. | 6.80% | Add +1.0% | 531,680 | $17.4M |
| Prosperity Planning, Inc. | 6.21% | Reduce -5.5% | 512,453 | $16.8M |
| Grand Wealth Management, LLC | 7.46% | Reduce -0.7% | 502,473 | $16.4M |
| Truist Financial Corp. | 0.02% | Add +5.0% | 498,939 | $16.3M |
| Ruedi Wealth Management, Inc. | 4.26% | Reduce -1.9% | 496,247 | $16.2M |
| Strategic Investment Solutions, Inc. | 3.91% | Add +6.8% | 495,986 | $16.2M |
| North Ridge Wealth Advisors, Inc. | 9.08% | Add +3.9% | 495,730 | $16.2M |
| Modera Wealth Management, LLC | 0.18% | Add +1.6% | 480,925 | $15.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.32% | Add +100.1% | 468,608 | $15.7M |
| EP Wealth Advisors, LLC | 0.08% | — | 475,407 | $15.6M |
| FMB Wealth Management | 6.01% | Add +5.6% | 465,617 | $15.2M |
| M Holdings Securities, Inc. | 1.09% | Reduce -0.3% | 464,447 | $15.2M |
| Lauterbach Financial Advisors, LLC | 7.37% | Add +0.9% | 460,678 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 443,747 | $14.5M |
| Equitable Holdings, Inc. | 0.10% | Add +2.7% | 440,843 | $14.4M |
| Claris Advisors, LLC / Mo / | 4.39% | Reduce -3.2% | 440,166 | $14.4M |
| Silver Oak Advisory Group, Inc. | 6.49% | Reduce -4.1% | 438,719 | $14.4M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +12.9% | 430,790 | $14.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -28.6% | 426,012 | $13.9M |
| Mariner, LLC | 0.02% | Add +26.0% | 411,196 | $13.5M |
| ARK & TLK Investments, LLC | 3.53% | Reduce -0.5% | 391,809 | $12.8M |
| Greenwood Capital Associates LLC | 1.39% | Add +24.3% | 390,231 | $12.8M |
| Truepoint, Inc. | 0.28% | Add +2.6% | 379,843 | $12.4M |
| Creative Planning | 0.01% | Reduce -4.7% | 375,629 | $12.3M |
| Graves Light Lenhart Wealth, Inc. | 1.29% | Add +28.9% | 372,583 | $12.2M |
| Betterment LLC | 0.02% | Add +0.7% | 372,014 | $12.2M |
| Pure Financial Advisors, LLC | 0.18% | Add +1.7% | 370,091 | $12.1M |
| Trust Co of the South | 1.92% | Reduce -5.1% | 364,272 | $11.9M |
| Live Oak Private Wealth LLC | 1.62% | Add +1.0% | 363,057 | $11.9M |
| E6 Portfolios, LLC | 13.38% | — | 357,519 | $11.7M |
| Andrews, Lucia Wealth Management LLC | 6.95% | Add +0.0% | 357,291 | $11.7M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -2.3% | 338,211 | $11.1M |
| B&D White Capital Company, LLC | 1.24% | Add +0.6% | 327,992 | $10.7M |
| ERn Financial, LLC | 2.00% | Add +0.8% | 324,812 | $10.6M |
| First National Bank Sioux Falls | 3.02% | No change | 308,472 | $10.1M |
| Foundations Investment Advisors, LLC | 0.13% | Add +170.8% | 305,395 | $10.0M |
| Porter White Investment Advisors, Inc. | 4.10% | Add +0.1% | 305,111 | $10.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.11% | Reduce -0.9% | 300,546 | $9.8M |
| Eldridge Investment Advisors, Inc. | 2.15% | Add +4.5% | 298,986 | $9.8M |
| Hurlow Wealth Management Group, Inc. | 2.40% | Add +1.6% | 298,965 | $9.8M |
| Citadel Advisors | 0.01% | Reduce -62.5% | 289,068 | $9.5M |
| Cloud Capital Management, LLC | 4.35% | Add +1.2% | 281,581 | $9.2M |
| SJS Investment Consulting Inc. | 1.14% | Reduce -1.3% | 276,434 | $9.0M |
| Financial Connections Group, Inc. | 3.09% | Reduce -2.7% | 274,247 | $9.0M |
| Tranquilli Financial Advisor LLC | 5.17% | Add +1.3% | 272,239 | $8.9M |
| AQR Capital Management | 0.00% | Add +42.0% | 263,572 | $8.6M |
| Sax Wealth Advisors, LLC | 0.39% | Reduce -1.1% | 255,194 | $8.4M |
| TrueWealth Financial Partners | 6.76% | New | 250,007 | $8.2M |
| True Blue Financial, LLC | 6.70% | — | 247,948 | $8.1M |
| Cambridge Financial Group, LLC | 2.81% | Add +10.4% | 322,161 | $8.1M |
| American Investment Services, Inc. | 1.80% | Reduce -1.5% | 237,370 | $7.8M |
| Capstone Wealth Management, LLC | 5.63% | Reduce -2.1% | 235,761 | $7.7M |
| Peirce Capital Management, LLC | 3.04% | Reduce -1.4% | 233,726 | $7.6M |
| Prosperity Bancshares Inc | 6.88% | — | 232,878 | $7.6M |
| Warwick Investment Management, Inc. | 1.15% | Reduce -1.3% | 228,801 | $7.5M |
| Bayshore Asset Management, LLC | 3.02% | Add +3.4% | 226,112 | $7.4M |
| Entrust Financial LLC | 5.32% | — | 218,737 | $7.2M |
| 55 North Private Wealth, LLC | 1.88% | — | 218,307 | $7.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.13% | Reduce -8.2% | 212,873 | $7.0M |
| Aerodigm Wealth, LLC | 2.69% | Reduce -1.1% | 212,870 | $7.0M |
| Hassell Wealth Management, LLC | 2.31% | Reduce -5.0% | 202,873 | $6.9M |
| Vantage Point Financial LLC | 2.47% | Reduce -0.6% | 211,170 | $6.9M |
| Annandale Capital, LLC | 1.12% | Add +332.1% | 210,239 | $6.9M |
| Wealthspire Advisors, LLC | 0.05% | Add +1.4% | 208,450 | $6.8M |
| Integrated Advisors Network LLC | 0.30% | Reduce -0.3% | 206,588 | $6.8M |
| Gould Asset Management LLC | 1.18% | Add +6.5% | 203,361 | $6.7M |
| Aspen Capital Management, LLC | 1.60% | Add +1.1% | 196,977 | $6.4M |
| Keystone Financial Group, Inc. | 3.37% | Add +24.6% | 196,760 | $6.4M |
| Cogent Private Wealth, Inc. | 4.86% | — | 195,163 | $6.4M |
| Dopkins Wealth Management, LLC | 2.59% | Reduce -3.8% | 193,746 | $6.3M |
| Visionary Wealth Advisors | 0.28% | Add +10.5% | 189,776 | $6.2M |
| Old Mission Capital LLC | 0.24% | Reduce -27.9% | 189,202 | $6.2M |
| DiNuzzo Private Wealth, Inc. | 0.67% | Reduce -3.5% | 189,035 | $6.2M |
| SC&H Financial Advisors, Inc. | 0.95% | Reduce -1.0% | 188,224 | $6.2M |
| Canopy Partners, LLC | 2.00% | Add +2.9% | 187,611 | $6.1M |
| Cwm, LLC | 0.02% | Reduce -20.7% | 184,960 | $6.1M |
| TrustWell Financial Advisors, LLC | 5.84% | — | 184,708 | $6.0M |
| Phillips Financial Management, LLC | 0.38% | Reduce -3.0% | 181,190 | $5.9M |
| Mather Group, Llc. | 0.06% | Reduce -1.3% | 181,041 | $5.9M |
| CGN Advisors LLC | 0.47% | Reduce -6.6% | 181,030 | $5.9M |
| RS Crum Inc. | 1.17% | Add +0.5% | 178,412 | $5.8M |
| Investment Advisory Group, LLC | 1.50% | Add +1.1% | 177,767 | $5.8M |
| Awm Capital, LLC | 0.51% | Reduce -3.8% | 172,501 | $5.6M |
| Concord Wealth Partners | 0.73% | Add +14.2% | 170,790 | $5.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.66% | — | 166,591 | $5.5M |
| Tillman Hartley LLC | 1.34% | No change | 162,854 | $5.3M |
| RAM Investment Partners, LLC | 0.93% | Reduce -1.0% | 157,292 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +40.2% | 154,897 | $5.1M |
| GEM Asset Management, LLC | 2.24% | Add +0.4% | 150,058 | $5.0M |
| Cornerstone Financial Group, LLC | 3.45% | Add +0.5% | 150,983 | $4.9M |
| Platform Wealth Management, LLC | 1.31% | — | 149,976 | $4.9M |
| Magnolia Capital Advisors LLC | 1.01% | Add +27.1% | 146,139 | $4.8M |
| Belleair Asset Management, LLC | 4.49% | — | 143,996 | $4.7M |
| Morgan Stanley | 0.00% | Add +10.3% | 143,107 | $4.7M |
| Kane Co Wealth Management, Inc. | 4.13% | — | 143,101 | $4.7M |
| Gradient Capital Advisors, LLC | 1.20% | Add +0.8% | 142,641 | $4.7M |
| Smartleaf Asset Management LLC | 0.18% | Add +7157.6% | 140,798 | $4.6M |
| RBF Capital, LLC | 0.21% | No change | 140,000 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +17.0% | 139,831 | $4.6M |
| Earned Wealth Advisors, LLC | 0.32% | Reduce -2.1% | 139,199 | $4.6M |
| Wealth Architects, LLC | 0.40% | Add +3.9% | 137,004 | $4.5M |
| First Financial Group Corp | 3.80% | Reduce -0.3% | 136,333 | $4.5M |
| Summit Wealth Group, LLC | 1.04% | Reduce -1.4% | 135,611 | $4.4M |
| WealthSpring Partners, LLC | 4.55% | — | 135,591 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.16% | Reduce -0.5% | 135,538 | $4.4M |
| XY Planning Network, Inc. | 0.77% | Reduce -2.3% | 134,294 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -14.1% | 132,565 | $4.3M |
| Ballentine Partners, LLC | 0.06% | Add +4.0% | 131,748 | $4.3M |
| DWR Wealth Management, LLC | 3.88% | — | 127,398 | $4.2M |
| Capstone Wealth Management, Inc. | 3.58% | — | 123,550 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +268.0% | 123,561 | $4.0M |
| Evernest Financial Advisors, LLC | 0.85% | Reduce -3.3% | 111,886 | $4.0M |
| SwitchPoint Financial Planning, LLC | 2.70% | No change | 117,940 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +155.9% | 117,322 | $3.8M |
| McCartney Wealth Management LLC | 3.31% | — | 117,110 | $3.8M |
| Versant Capital Management, Inc | 0.48% | Add +0.2% | 117,051 | $3.8M |
| Axxcess Wealth Management, LLC | 0.07% | Add +97.9% | 117,039 | $3.8M |
| Harbor Group, Inc. | 0.57% | Add +0.1% | 115,973 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 115,594 | $3.8M |
| Heritage Wealth Management, Inc./Texas | 1.64% | Reduce -0.8% | 115,498 | $3.8M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -3.7% | 115,228 | $3.8M |
| WPWealth LLP | 0.57% | Add +1.2% | 111,690 | $3.7M |
| Keb Asset Management, LLC | 0.73% | Reduce -0.8% | 110,481 | $3.6M |
| Cherry Tree Wealth Management, LLC | 0.76% | Add +2.0% | 109,856 | $3.6M |
| Rather & Kittrell, Inc. | 0.58% | Reduce -0.8% | 109,814 | $3.6M |
| Lantern Wealth Advisors, LLC | 1.87% | Reduce -5.1% | 107,491 | $3.5M |
| Factor Wealth Management LTD | 0.75% | Add +22.8% | 105,488 | $3.5M |
| Rockwood Wealth Management, LLC | 0.25% | Reduce -2.7% | 103,148 | $3.4M |
| Parkwoods Wealth Partners, LLC | 0.96% | Reduce -2.2% | 99,680 | $3.3M |
| United Wealth Management, LLC | 0.83% | Reduce -1.9% | 97,820 | $3.2M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -5.2% | 97,547 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -2.3% | 96,423 | $3.2M |
| Donalies Financial Planning, LLC | 2.67% | — | 95,763 | $3.1M |
| Global Retirement Partners, LLC | 0.06% | Reduce -1.1% | 95,374 | $3.1M |
| Merited Wealth, LLC | 2.88% | — | 95,008 | $3.1M |
| Western Wealth Management, LLC | 0.14% | Add +5.7% | 94,968 | $3.1M |
| Arista Wealth Management, LLC | 0.37% | Add +30.6% | 92,854 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +0.5% | 91,965 | $3.0M |
| McGrath & Associates, Inc. | 4.20% | Add +17.5% | 90,432 | $3.0M |
| Bridge Generations Wealth Management LLC | 1.82% | Reduce -0.3% | 89,942 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.39% | Add +0.7% | 89,801 | $2.9M |
| Broadhurst Jeffrey B | 2.98% | — | 87,535 | $2.9M |
| Cogent Strategic Wealth LLC | 3.10% | — | 82,056 | $2.8M |
| Northwest Wealth Management, LLC | 0.44% | Reduce -0.1% | 86,046 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 81,954 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.3% | 80,487 | $2.6M |
| BCO Wealth Management LLC | 1.58% | Reduce -2.2% | 78,915 | $2.6M |
| Legacy Capital Wealth Partners, LLC | 0.55% | Reduce -0.6% | 78,481 | $2.6M |
| Topsail Wealth Management, LLC | 0.38% | Add +1.5% | 78,419 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.5% | 77,693 | $2.5M |
| HMV Wealth Advisors, LLC | 1.27% | Reduce -0.3% | 77,663 | $2.5M |
| Squire Investment Management Company, LLC | 0.77% | Reduce -7.2% | 77,601 | $2.5M |
| Accurate Wealth Management, LLC | 0.32% | Reduce -7.3% | 74,057 | $2.5M |
| Vistica Wealth Advisors, LLC | 2.48% | — | 76,107 | $2.5M |
| FMR LLC | 0.00% | Add +71.3% | 75,289 | $2.5M |
| Retirement Solution LLC | 0.54% | Add +15.8% | 74,405 | $2.4M |
| Physician Wealth Solutions Inc. | 1.03% | Reduce -17.1% | 74,404 | $2.4M |
| Physician Wealth Advisors, Inc. | 0.34% | Reduce -4.5% | 74,312 | $2.4M |
| Foundry Financial LLC | 1.27% | — | 74,074 | $2.4M |
| Aquire Wealth Advisors, LLC | 0.61% | Add +0.2% | 71,381 | $2.3M |
| MAI Capital Management | 0.01% | No change | 69,373 | $2.3M |
| Regions Financial Corp. | 0.01% | Reduce -0.3% | 68,459 | $2.2M |
| Quad-Cities Investment Group, LLC | 0.92% | Add +0.8% | 67,805 | $2.2M |
| Flax Pond Capital, LLC | 1.63% | — | 67,164 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.9% | 66,929 | $2.2M |
| Poinciana Advisors Group, LLC | 1.71% | Reduce -3.3% | 66,356 | $2.2M |
| Simplicity Wealth,LLC | 0.13% | Add +70.8% | 66,300 | $2.2M |
| Alpha Financial Advisors, LLC | 0.65% | Reduce -0.3% | 64,860 | $2.1M |
| Melfa Wealth Management, Inc. | 1.22% | Reduce -1.8% | 64,681 | $2.1M |
| Lansing Street Advisors | 0.54% | Add +0.7% | 64,214 | $2.1M |
| Wealth Advisors Northwest LLC | 0.93% | Add +0.2% | 63,813 | $2.1M |
| Lam Group, Inc. | 1.18% | Reduce -2.3% | 63,131 | $2.1M |
| Financial Harvest, LLC | 1.25% | Reduce -0.5% | 61,998 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +9.6% | 60,897 | $2.0M |
| Choreo, LLC | 0.03% | Reduce -0.3% | 60,392 | $2.0M |
| Liberty Capital Management, Inc. | 0.37% | No change | 60,457 | $2.0M |
| AE Wealth Management LLC | 0.01% | Reduce -0.6% | 60,396 | $2.0M |
| Red Lighthouse Investment Management, LLC | 0.71% | No change | 60,318 | $2.0M |
| Astra Wealth Partners LLC | 1.21% | Add +1.6% | 60,248 | $2.0M |
| Berger Financial Group, Inc | 0.11% | Add +10.4% | 59,772 | $2.0M |
| Applied Capital LLC | 0.75% | Reduce -0.6% | 59,734 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +1.9% | 59,450 | $1.9M |
| New Dimensions Wealth Management, LLC | 1.61% | No change | 57,551 | $1.9M |
| JDH Wealth Management, LLC | 1.29% | Reduce -0.3% | 57,269 | $1.9M |
| Tandemgrowth Financial Advisors LLC | 1.64% | — | 57,237 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -3.4% | 57,137 | $1.9M |
| Hutchinson Capital Management | 0.32% | Reduce -1.8% | 56,231 | $1.8M |
| Savvy Advisors, Inc. | 0.06% | Reduce -1.5% | 55,254 | $1.8M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -10.3% | 55,218 | $1.8M |
| Apollon Financial, LLC | 0.26% | Add +24.7% | 54,850 | $1.8M |
| IFG Advisors, LLC | 0.28% | Add +0.1% | 52,289 | $1.7M |
| Cary Street Partners Financial LLC | 0.04% | Add +0.9% | 52,199 | $1.7M |
| Vannoy Advisory Group, Inc. | 1.08% | Add +0.9% | 52,102 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.41% | Add +5.7% | 51,948 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.63% | Reduce -4.1% | 51,378 | $1.7M |
| US Bancorp \de | 0.00% | Add +183.5% | 50,973 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.7% | 50,485 | $1.7M |
| Cannon Financial Strategists, Inc. | 0.23% | Reduce -0.3% | 50,403 | $1.6M |
| DeLarme Wealth Management, Inc. | 1.17% | — | 50,178 | $1.6M |
| Elevate Wealth Advisory, Inc. | 1.10% | Add +0.1% | 49,103 | $1.6M |
| Unconventional Investor, LLC | 0.76% | No change | 48,888 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.35% | Add +0.0% | 48,594 | $1.6M |
| Brady Martz Wealth Solutions, LLC | 0.27% | No change | 47,614 | $1.6M |
| Zhang Financial LLC | 0.06% | Add +27.6% | 47,293 | $1.5M |
| Triad Wealth Partners, LLC | 0.15% | Add +0.4% | 47,281 | $1.5M |
| Security Financial Services, INC. | 0.24% | No change | 47,089 | $1.5M |
| Krilogy Financial LLC | 0.05% | Add +0.1% | 44,188 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +69.5% | 46,766 | $1.5M |
| CVA Family Office, LLC | 0.17% | Add +5.1% | 46,339 | $1.5M |
| Life Planning Partners, Inc | 1.16% | Reduce -1.0% | 46,307 | $1.5M |
| Clarity Capital Advisors, LLC | 0.75% | Add +1.7% | 45,916 | $1.5M |
| Canandaigua National Trust Co of Florida | 0.92% | Add +300.2% | 44,730 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +5.9% | 44,476 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Add +2.3% | 44,085 | $1.4M |
| Fiduciary Financial Group, LLC | 0.20% | Reduce -1.5% | 43,917 | $1.4M |
| VERITY Wealth Advisors | 0.89% | No change | 43,719 | $1.4M |
| Spinnaker Investment Group, LLC | 0.26% | Add +2.4% | 43,616 | $1.4M |
| Summit Wealth Group LLC / Co. | 0.19% | New | 43,291 | $1.4M |
| Prudent Man Investment Management, Inc. | 0.47% | Reduce -13.7% | 42,556 | $1.4M |
| Rf&l Wealth Management, LLC | 0.78% | No change | 42,331 | $1.4M |
| Heritage Wealth Management, Inc. | 0.89% | Reduce -0.5% | 42,053 | $1.4M |
| Francis Financial, Inc. | 0.27% | Add +43.2% | 41,708 | $1.4M |
| Investmark Advisory Group LLC | 0.58% | Reduce -1.9% | 41,643 | $1.4M |
| Morris Financial Concepts, Inc. | 0.48% | No change | 41,634 | $1.4M |
| Sterling Wealth Advisors Inc | 0.82% | Add +26.0% | 41,595 | $1.4M |
| Atlas Private Wealth Advisors | 0.31% | Add +27.4% | 40,699 | $1.3M |
| waypoint wealth counsel | 0.49% | Add +13.1% | 40,598 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -32.9% | 40,410 | $1.3M |
| HBE Wealth Management, LLC | 1.23% | — | 39,956 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.65% | Add +65.0% | 39,239 | $1.3M |
| Stratos Investment Management, LLC | 0.05% | Reduce -0.1% | 39,163 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.20% | Add +4.2% | 39,082 | $1.3M |
| Fiduciary Alliance LLC | 0.08% | Reduce -1.1% | 39,017 | $1.3M |
| Investment Planning Advisors, Inc. | 0.37% | Add +3.6% | 38,991 | $1.3M |
| Storgate, LLC | 1.05% | — | 38,924 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $1.2M |
| Professional Financial Solutions LLC | 1.15% | — | 37,590 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | No change | 37,587 | $1.2M |
| TruNorth Capital Management, LLC | 0.23% | Reduce -3.5% | 37,368 | $1.2M |
| Tortoise Investment Management, LLC | 0.11% | Add +15.8% | 36,817 | $1.2M |
| Sei Investments Co. | 0.00% | Add +45.9% | 36,596 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Reduce -0.5% | 36,474 | $1.2M |
| Sage Rhino Capital LLC | 0.23% | Reduce -0.3% | 36,444 | $1.2M |
| Westmount Partners, LLC | 0.29% | No change | 36,105 | $1.2M |
| Corus Family Wealth Advisors | 0.94% | Add +2.1% | 35,956 | $1.2M |
| Vanguard Group Inc. | 0.00% | No change | 35,833 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +29.1% | 35,754 | $1.2M |
| Intelligent Financial Strategies | 0.56% | No change | 35,705 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +52389.7% | 35,693 | $1.2M |
| KM Capital Management Ltd. | 0.59% | Reduce -8.7% | 35,379 | $1.2M |
| Midwest Trust Co | 0.01% | No change | 34,612 | $1.1M |
| Montis Financial, LLC | 0.22% | Reduce -1.3% | 34,462 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -76.0% | 34,210 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +0.8% | 33,932 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 33,817 | $1.1M |
| Foundation Wealth Management, LLC\PA | 0.40% | No change | 33,627 | $1.1M |
| Curio Wealth, LLC | 0.39% | Add +4.3% | 33,520 | $1.1M |
| Voisard Asset Management Group, Inc. | 0.24% | Add +5.1% | 33,407 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.27% | Reduce -48.4% | 33,204 | $1.1M |
| M Wealth Management, LLC | 0.94% | Reduce -8.1% | 32,827 | $1.1M |
| Ponta Wealth Partners, LLC | 1.00% | — | 32,770 | $1.1M |
| Arnold Financial Planning LLC | 1.10% | — | 32,508 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -27.1% | 32,306 | $1.1M |
| Quadrature Capital Ltd | 0.01% | New | 31,888 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +1.4% | 31,298 | $1.0M |
| Disciplined Investors, L.L.C. | 0.67% | Add +0.6% | 31,243 | $1.0M |
| Evoke Wealth, LLC | 0.02% | Add +0.0% | 31,159 | $1.0M |
| Clark Asset Management, LLC | 0.11% | Reduce -12.8% | 31,138 | $1.0M |
| Leading Edge Financial Planning LLC | 0.23% | Reduce -6.8% | 31,057 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.37% | No change | 30,200 | $988K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.2% | 30,172 | $988K |
| M&T Bank Corp | 0.00% | No change | 29,950 | $980K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -9.9% | 29,780 | $975K |
| L2 Asset Management, LLC | 0.13% | New | 29,418 | $963K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Reduce -3.3% | 29,239 | $957K |
| Opulen Financial Group LLC | 0.69% | Add +275.0% | 28,941 | $947K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 28,564 | $935K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 28,269 | $925K |
| Maseco LLP | 0.04% | Add +0.6% | 27,613 | $904K |
| Shakespeare Wealth Management, LLC | 0.20% | Add +1.1% | 27,377 | $896K |
| Quadrant Private Wealth Management, LLC | 0.14% | No change | 26,178 | $857K |
| Meredith Wealth Planning | 0.25% | Add +1.2% | 26,149 | $856K |
| Keybank National Association | 0.00% | New | 26,068 | $853K |
| Waterfront Wealth Inc. | 0.16% | No change | 24,158 | $843K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -8.7% | 25,749 | $843K |
| Brewster Financial Planning LLC | 0.51% | Reduce -1.2% | 25,155 | $823K |
| Wharton Business Group, LLC | 0.03% | No change | 25,090 | $821K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $818K |
| Flow Traders U.S. LLC | 0.03% | New | 24,967 | $817K |
| Partners in Financial Planning | 0.14% | Add +0.6% | 24,881 | $814K |
| HBK Sorce Advisory LLC | 0.02% | Add +241.9% | 22,737 | $807K |
| Lynx Investment Advisory | 0.44% | Add +0.0% | 24,442 | $800K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.6% | 24,360 | $797K |
| True North Advisors, LLC | 0.10% | New | 24,314 | $796K |
| Red Wave Investments LLC | 0.24% | Reduce -11.1% | 24,301 | $795K |
| Midwest Heritage Bank, FSB | 0.27% | Add +0.0% | 24,246 | $794K |
| Hill Investment Group Partners, LLC | 0.09% | No change | 24,167 | $791K |
| Five Oceans Advisors | 0.28% | Reduce -22.0% | 24,132 | $790K |
| Signet Financial Management, LLC | 0.09% | Reduce -0.1% | 24,091 | $788K |
| Freedom Investment Management, Inc. | 0.23% | Reduce -0.1% | 23,906 | $782K |
| Scratch Capital LLC | 0.51% | No change | 23,901 | $782K |
| LJI Wealth Management, LLC | 0.12% | Add +38.3% | 23,567 | $771K |
| Cascade Wealth Advisors, Inc | 0.35% | Reduce -15.9% | 21,762 | $767K |
| Rise Advisors, LLC | 0.27% | Add +0.7% | 23,205 | $759K |
| Kilner Capital Advisors, LLC | 0.71% | — | 22,686 | $743K |
| Elser Financial Planning, Inc | 0.53% | No change | 22,303 | $730K |
| Inscription Capital, LLC | 0.07% | No change | 22,136 | $725K |
| NBT Bank, N.A. | 0.05% | Add +3.2% | 65 | $718K |
| Maia Wealth LLC | 0.12% | New | 19,804 | $714K |
| Bank of New York Mellon Corp | 0.00% | New | 21,730 | $711K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +7.9% | 21,679 | $710K |
| Asset Advisory Group, Inc. | 0.34% | — | 21,064 | $689K |
| CIBC Private Wealth Group LLC | 0.00% | Add +26.7% | 20,959 | $686K |
| Eaton Financial Holdings Company, LLC | 0.18% | Add +16.0% | 20,874 | $683K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.63% | — | 20,581 | $674K |
| Financial Alternatives, Inc | 0.38% | Reduce -8.1% | 20,083 | $657K |
| Colonial Trust Co / SC | 0.09% | Reduce -1.3% | 19,970 | $654K |
| Semitam Bonam LLC | 0.54% | Add +16.9% | 19,691 | $644K |
| Kaufman Rossin Wealth, LLC | 0.33% | Reduce -3.7% | 19,581 | $641K |
| Northwest Wealth Advisors, LLC | 0.50% | — | 19,463 | $637K |
| Independent Wealth Network Inc. | 0.19% | No change | 19,310 | $632K |
| Holcombe Financial, Inc. | 0.39% | No change | 19,010 | $622K |
| Stewardship Advisors, LLC | 0.14% | Reduce -3.1% | 18,975 | $621K |
| JB Capital LLC | 0.03% | Add +0.7% | 18,969 | $621K |
| Boyce & Associates Wealth Consulting, Inc. | 0.52% | Add +0.3% | 18,951 | $620K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.0% | 18,930 | $620K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.21% | Add +15.8% | 18,882 | $618K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -3.4% | 18,003 | $609K |
| Brown Advisory Inc. | 0.00% | Reduce -0.2% | 18,577 | $608K |
| Frankly Finances, LLC | 0.58% | — | 18,549 | $607K |
| Sanctuary Advisors, LLC | 0.00% | No change | 18,505 | $606K |
| Strategent Financial, LLC | 0.38% | Add +11.6% | 18,207 | $596K |
| Certuity, LLC | 0.04% | No change | 18,030 | $590K |
| TFB Advisors LLC | 0.16% | Add +0.0% | 17,976 | $588K |
| Capital Investment Management, Inc. | 0.20% | — | 17,899 | $586K |
| DecisionPoint Financial, LLC | 0.13% | Reduce -3.1% | 17,646 | $578K |
| KOM Wealth Management Group, LLC | 0.40% | Reduce -13.5% | 17,417 | $570K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.1% | 16,380 | $570K |
| Signaturefd, LLC | 0.01% | Add +0.5% | 17,235 | $564K |
| RB Capital Management, LLC | 0.12% | Reduce -4.3% | 17,107 | $560K |
| Parkside Financial Bank & Trust | 0.04% | No change | 17,075 | $559K |
| Facet Wealth, Inc. | 0.01% | Add +0.7% | 15,819 | $558K |
| Ascent Group, LLC | 0.02% | Reduce -1.8% | 16,962 | $555K |
| Two West Capital Advisors LLC | 0.32% | No change | 16,909 | $553K |
| Ares Financial Consulting, LLC | 0.51% | — | 16,370 | $536K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | No change | 16,086 | $526K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $522K |
| Oath Planning, LLC | 0.51% | — | 15,816 | $518K |
| IHT Wealth Management, LLC | 0.01% | New | 15,600 | $511K |
| Citizens Financial Group Inc. | 0.01% | Reduce -41.4% | 15,471 | $506K |
| Advisors Capital Management, LLC | 0.01% | Reduce -20.1% | 15,374 | $503K |
| Renasant Bank | 0.34% | No change | 15,353 | $503K |
| Curi Capital, LLC | 0.01% | No change | 15,285 | $500K |
| Bessemer Group Inc. | 0.00% | No change | 15,219 | $498K |
| Websterrogers Financial Advisors, LLC | 0.14% | Reduce -1.2% | 15,020 | $492K |
| Wellington-Altus USA Inc. | 0.36% | — | 14,905 | $488K |
| Syverson Strege & Co | 0.12% | No change | 14,885 | $487K |
| Ferguson Johnson Wealth Management Inc | 0.41% | — | 14,889 | $487K |
| Wedmont Private Capital | 0.02% | Add +64.6% | 14,225 | $477K |
| Probity Advisors, Inc. | 0.08% | No change | 14,464 | $473K |
| Keystone Financial Services | 0.14% | No change | 14,202 | $465K |
| Signature Resources Capital Management, LLC | 0.23% | No change | 14,172 | $464K |
| RVW Wealth, LLC | 0.04% | No change | 14,168 | $464K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.4% | 13,968 | $457K |
| Approach Retirement Advisors, LLC | 0.39% | — | 13,948 | $457K |
| Certified Advisory Corp | 0.04% | No change | 13,816 | $452K |
| Powerhouse Assets LLC | 0.40% | — | 13,762 | $450K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 13,691 | $448K |
| Nicolet Advisory Services, LLC | 0.03% | Add +19.8% | 13,150 | $448K |
| Pandowealth. LLC | 0.41% | — | 13,601 | $445K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $443K |
| Trek Financial, LLC | 0.03% | No change | 13,503 | $442K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,483 | $441K |
| Vilga Financial Planning LLC | 0.42% | — | 13,404 | $439K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 13,302 | $435K |
| SageOak Financial, LLC | 0.31% | No change | 13,131 | $430K |
| Joel Adams & Associates, Inc. | 0.32% | Add +0.6% | 13,118 | $429K |
| Brooklyn Investment Group | 0.02% | No change | 13,017 | $427K |
| Huntleigh Advisors, Inc. | 0.07% | No change | 12,859 | $421K |
| 25 LLC | 0.13% | Add +1.5% | 12,830 | $420K |
| Tailwinds Wealth, LLC | 0.45% | — | 12,770 | $418K |
| Signal Advisors Wealth, LLC | 0.03% | Add +44.6% | 12,770 | $418K |
| Shotwell Rutter Baer Inc | 0.25% | Reduce -5.0% | 12,471 | $418K |
| Burk Holdings LLC | 0.20% | Add +0.1% | 12,720 | $416K |
| NerdWallet Wealth Partners, LLC | 0.19% | No change | 12,683 | $415K |
| Well Done, LLC | 0.06% | Add +96.1% | 12,658 | $414K |
| Falcon Wealth Planning | 0.03% | No change | 12,634 | $414K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -93.5% | 12,632 | $413K |
| Root Financial Partners, LLC | 0.02% | Add +0.0% | 12,562 | $411K |
| MPWM Advisory Solutions, LLC | 0.23% | Add +7.4% | 12,435 | $407K |
| Motco | 0.04% | No change | 12,372 | $405K |
| Jessup Wealth Management, Inc | 0.13% | No change | 12,324 | $403K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,189 | $399K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $397K |
| American Financial Advisors, LLC | 0.05% | Add +0.7% | 12,085 | $396K |
| Waverly Advisors, LLC | 0.00% | Add +32.1% | 12,048 | $394K |
| Integrity Alliance, Llc. | 0.01% | Add +5.1% | 11,846 | $388K |
| Natixis Advisors, LLC | 0.00% | Reduce -75.6% | 11,828 | $387K |
| Threadgill Financial, LLC | 0.16% | No change | 11,718 | $384K |
| Gemmer Asset Management LLC | 0.03% | Reduce -1.8% | 11,577 | $379K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -21.0% | 11,262 | $369K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +1.1% | 11,148 | $365K |
| Sensenig Capital Advisors, Inc | 0.36% | — | 10,863 | $356K |
| Kovack Advisors, Inc. | 0.02% | Add +14.0% | 10,849 | $355K |
| Mgo One Seven LLC | 0.01% | Reduce -13.8% | 10,745 | $352K |
| PFG Advisors | 0.02% | New | 10,629 | $348K |
| Cadence Bank | 0.02% | Reduce -4.3% | 10,592 | $347K |
| Oak Wealth Advisors LLC | 0.19% | Reduce -50.9% | 10,338 | $338K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $336K |
| Level Wealth Management LLC | 0.17% | No change | 10,218 | $334K |
| Caprock Group, LLC | 0.01% | No change | 10,206 | $334K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 10,185 | $333K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -72.4% | 10,142 | $332K |
| MJP Associates Inc. | 0.04% | Add +0.3% | 10,079 | $330K |
| Advisor OS, LLC | 0.03% | Add +0.3% | 10,079 | $330K |
| Clayton Financial Group LLC | 0.17% | Reduce -3.7% | 10,035 | $328K |
| HUB Investment Partners, LLC | 0.01% | No change | 9,988 | $327K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 9,851 | $322K |
| Family Manage LLC | 0.04% | Add +3.2% | 9,817 | $321K |
| SB Capital Management Inc | 0.12% | — | 9,809 | $321K |
| QRG Capital Management, Inc. | 0.00% | New | 9,765 | $320K |
| Chico Wealth RIA | 0.21% | Add +3.8% | 9,728 | $318K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 9,719 | $318K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $318K |
| NorthAvenue LLC | 0.26% | — | 9,686 | $317K |
| Kelly Financial Group LLC | 0.08% | Add +0.6% | 9,650 | $316K |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 9,643 | $316K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -83.7% | 9,447 | $309K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -1.5% | 9,595 | $305K |
| MB Generational Wealth, LLC | 0.16% | Add +0.9% | 9,298 | $304K |
| Edge Financial Advisors LLC | 0.13% | Add +0.7% | 9,273 | $304K |
| Clearstead Advisors, LLC | 0.00% | No change | 9,257 | $303K |
| Hantz Financial Services, Inc. | 0.00% | No change | 9,204 | $301K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +0.3% | 9,196 | $300K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,111 | $298K |
| Sowell Financial Services LLC | 0.01% | No change | 9,067 | $297K |
| Fifth Third Bancorp | 0.00% | Add +738.5% | 9,006 | $295K |
| Essential Planning, LLC. | 0.09% | Add +0.0% | 8,962 | $293K |
| Ancora Advisors LLC | 0.01% | Reduce -2.0% | 8,932 | $292K |
| Milestone Asset Management Group, LLC | 0.16% | Add +4.5% | 8,623 | $282K |
| BWM Planning, LLC | 0.08% | Add +0.7% | 8,594 | $281K |
| Everest Private Wealth | 0.16% | No change | 8,585 | $281K |
| Samalin Investment Counsel, LLC | 0.10% | Add +3.1% | 8,581 | $281K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,489 | $278K |
| Selective Wealth Management, Inc. | 0.09% | New | 8,130 | $277K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Add +15.8% | 8,463 | $277K |
| Optima Capital LLC | 0.12% | Add +0.5% | 8,153 | $267K |
| Private Trust Co. NA | 0.02% | Reduce -5.6% | 8,080 | $264K |
| Modern Wealth Management, LLC | 0.00% | Reduce -2.8% | 8,070 | $264K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 7,981 | $261K |
| FFT Wealth Management LLC | 0.05% | No change | 7,967 | $261K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 7,875 | $258K |
| Pathfinder Wealth Consulting, Inc. | 0.16% | — | 7,862 | $257K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,845 | $257K |
| Northeast Financial Group, Inc. | 0.06% | No change | 7,797 | $255K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 7,732 | $253K |
| Legacy Capital Group California, Inc. | 0.06% | New | 7,690 | $252K |
| Lido Advisors, LLC | 0.00% | No change | 8,012 | $251K |
| rebel Financial LLC | 0.11% | Add +0.0% | 7,667 | $251K |
| Atlas Wealth LLC | 0.10% | No change | 7,619 | $249K |
| Canvas Wealth Advisors, LLC | 0.04% | No change | 7,543 | $247K |
| Vise Technologies, Inc. | 0.00% | New | 7,504 | $246K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 7,423 | $243K |
| Cedar Point Capital Partners, LLC | 0.15% | No change | 7,420 | $243K |
| BDFS Capital LLC | 0.12% | — | 7,416 | $243K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -4.6% | 7,322 | $240K |
| Arbor Wealth Advisors LLC | 0.17% | No change | 7,267 | $238K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +1.7% | 7,047 | $231K |
| Brookstone Capital Management | 0.00% | Reduce -65.6% | 7,036 | $230K |
| Capital Planning Advisors, LLC | 0.03% | New | 7,029 | $230K |
| Cadent Capital Advisors, LLC | 0.06% | No change | 6,964 | $228K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.6% | 6,919 | $226K |
| Rodgers & Associates, LTD | 0.02% | No change | 6,896 | $226K |
| RHS Financial, LLC | 0.11% | No change | 6,891 | $226K |
| FRG Family Wealth Advisors LLC | 0.03% | Add +0.7% | 6,836 | $224K |
| Abacus Wealth Partners, LLC | 0.02% | New | 6,797 | $222K |
| Vermillion Wealth Management, Inc. | 0.09% | Add +2.1% | 6,792 | $222K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -26.3% | 6,758 | $221K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6,716 | $219K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 6,671 | $218K |
| Great Oak Capital Partners, LLC | 0.05% | New | 6,455 | $214K |
| Waterloo Capital, L.P. | 0.02% | Reduce -0.2% | 6,537 | $214K |
| Victory Financial Group, LLC | 0.03% | New | 6,507 | $213K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,492 | $212K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 6,382 | $209K |
| True Wealth Design, LLC | 0.06% | Add +0.2% | 6,370 | $208K |
| Hilltop Holdings Inc. | 0.01% | New | 6,369 | $208K |
| Wealthspire Retirement, LLC | 0.01% | Reduce -71.7% | 6,344 | $208K |
| Mutual Advisors, LLC | 0.00% | No change | 6,317 | $207K |
| Holistic Financial Partners | 0.07% | New | 6,305 | $206K |
| Johnson Investment Counsel Inc. | 0.00% | New | 6,247 | $204K |
| Csenge Advisory Group | 0.01% | New | 6,220 | $204K |
| Compound Planning, Inc. | 0.01% | Reduce -14.5% | 6,198 | $203K |
| City State Bank | 0.05% | No change | 6,000 | $196K |
| American Capital Advisory, LLC | 0.08% | Add +7.8% | 5,789 | $189K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -1.4% | 5,640 | $185K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.7% | 5,425 | $178K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,295 | $173K |
| Investors Research Corp | 0.03% | No change | 4,911 | $161K |
| Cedar Wealth Management, LLC | 0.05% | No change | 4,709 | $154K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.6% | 4,700 | $154K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,574 | $150K |
| VSM Wealth Advisory, LLC | 0.04% | Reduce -26.5% | 4,365 | $143K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.2% | 4,360 | $143K |
| Coston, McIsaac & Partners | 0.03% | Add +0.6% | 4,263 | $139K |
| Parallel Advisors, LLC | 0.00% | Reduce -22.0% | 4,202 | $138K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 4,081 | $134K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 4,071 | $133K |
| Kings Path Partners LLC | 0.04% | Reduce -5.2% | 3,916 | $128K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.4% | 3,473 | $114K |
| Navigoe, LLC | 0.07% | No change | 3,319 | $108K |
| JNBA Financial Advisors | 0.01% | No change | 3,107 | $102K |
| Bokf, NA | 0.00% | Reduce -8.8% | 3,098 | $101K |
| First United Bank & Trust | 0.03% | No change | 2,819 | $92K |
| SageView Advisory Group, LLC | 0.00% | New | 2,696 | $88K |
| Orion Capital Management LLC | 0.03% | Reduce -1.7% | 2,601 | $85K |
| Nemes Rush Group LLC | 0.01% | Add +6.2% | 2,538 | $83K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $82K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 2,475 | $81K |
| Financial Consulate, Inc. | 0.01% | No change | 2,413 | $79K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 2,318 | $76K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 2,259 | $74K |
| McIlrath & Eck, LLC | 0.01% | Add +0.7% | 2,108 | $69K |
| Align Financial, LLC | 0.04% | — | 67,980 | $68K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 2,071 | $68K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 2,002 | $66K |
| Bank of Montreal | 0.00% | Reduce -45.4% | 1,997 | $65K |
| Copia Wealth Management | 0.04% | No change | 1,893 | $62K |
| Redmont Wealth Advisors LLC | 0.09% | No change | 1,834 | $60K |
| Wells Fargo & Company | 0.00% | Reduce -53.1% | 1,831 | $60K |
| Rossby Financial, LCC | 0.02% | No change | 1,823 | $60K |
| Miller Capital Partners, Inc. | 0.03% | — | 1,718 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.2% | 1,626 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +16.6% | 1,620 | $53K |
| CX Institutional | 0.00% | Add +0.7% | 1,627 | $53K |
| Olistico Wealth, LLC | 0.03% | New | 1,566 | $51K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,539 | $50K |
| Arax Advisory Partners | 0.00% | New | 1,267 | $41K |
| Key Financial Inc | 0.01% | No change | 1,225 | $40K |
| Pillar Financial Advisors, LLC | 0.02% | Add +0.4% | 1,139 | $37K |
| Trust Co. of Vermont | 0.00% | No change | 1,132 | $37K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,039 | $34K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 1,010 | $33K |
| Rialto Wealth Management, LLC | 0.01% | No change | 883 | $29K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 759 | $25K |
| Tradewinds Capital Management, LLC | 0.00% | New | 633 | $21K |
| Winch Advisory Services, LLC | 0.00% | Add +0.7% | 597 | $20K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $18K |
| Go Invest LLC | 0.01% | — | 555 | $18K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 549 | $18K |
| Global Wealth Strategies & Associates | 0.00% | No change | 517 | $17K |
| Birchwood Financial Partners, Inc. | 0.02% | — | 515 | $17K |
| Franklin Resources Inc. | 0.00% | No change | 416 | $14K |
| CENTRAL TRUST Co | 0.00% | Add +124.5% | 357 | $12K |
| Quattro Advisors LLC | 0.01% | — | 309 | $10K |
| Spire Wealth Management | 0.00% | No change | 294 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 282 | $9K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 273 | $9K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 248 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 230 | $8K |
| Spurstone Advisory Services, LLC | 0.10% | No change | 189 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | — | 176 | $6K |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +0.6% | 167 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -84.9% | 63 | $2K |
| BankChampaign, National Association | 0.00% | — | 4,549 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 43 | $1K |
| Affinity Wealth LLC | 0.00% | No change | 28 | $916 |
| BlackRock, Inc. | 0.00% | No change | 3 | $93 |
"% 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.