Dimensional World Ex US CoreDFAXETF
13F holders, Q1 2026 (March 31)700holders +26
61new positions
34sold out
3famous investors
$34.07avg. 13F price*
At the end of Q1 2026, 700 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 26 from Q4 2025. 61 opened new positions and 34 sold out. The largest holders were Focus Partners Wealth ($353.4M), LPL Financial LLC ($291.8M) and Alerus Financial NA ($285.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $94.7M |
| Exits | 34 | $32.8M |
All 13F filers, Q4 2025 → Q1 2026: 16,072,489 shares bought and 6,413,131 shares sold, net +9,659,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 700 holders
| Focus Partners Wealth | 0.39% | Reduce -2.6% | 10,402,150 | $353.4M |
| LPL Financial LLC | 0.08% | Add +6.5% | 8,590,950 | $291.8M |
| Alerus Financial NA | 14.15% | Reduce -0.2% | 8,416,314 | $285.9M |
| Geometric Wealth Advisors | 31.71% | Add +1.4% | 7,454,243 | $253.2M |
| Allworth Financial LP | 1.00% | Add +9.8% | 7,258,730 | $246.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.7% | 6,604,704 | $224.4M |
| Monograph Wealth Advisors, LLC | 19.86% | Add +1.8% | 6,166,855 | $209.5M |
| Glenmede Trust Co. NA | 0.87% | Add +1.3% | 5,208,807 | $176.9M |
| Great Waters Wealth Management | 17.57% | Add +0.8% | 4,886,852 | $166.0M |
| Factory Mutual Insurance Co. | 1.84% | No change | 4,806,630 | $163.3M |
| Commonwealth Equity Services, LLC | 0.21% | Add +6.0% | 4,323,741 | $146.9M |
| Plancorp, LLC | 4.03% | Reduce -1.4% | 3,942,065 | $141.6M |
| Royal Bank of Canada | 0.02% | Add +1.6% | 3,769,013 | $128.0M |
| JFS Wealth Advisors, LLC | 7.10% | Reduce -1.4% | 3,737,287 | $127.0M |
| Focus Partners Advisor Solutions, LLC | 1.28% | Add +8.3% | 3,727,832 | $126.6M |
| Triune Financial Partners, LLC | 29.32% | Add +0.3% | 3,630,000 | $123.3M |
| Fifth Third Bancorp | 0.22% | Add +38910.8% | 3,513,309 | $119.3M |
| Captrust Financial Advisors | 0.18% | Add +1.9% | 2,952,121 | $100.3M |
| Assetmark, Inc. | 0.20% | Reduce -0.6% | 2,875,490 | $97.7M |
| D.A. Davidson & Co. | 0.57% | Reduce -1.1% | 2,783,778 | $94.6M |
| Pathstone Holdings, LLC | 0.34% | Reduce -4.2% | 2,541,201 | $86.3M |
| UBS Group AG | 0.02% | Add +15.3% | 2,518,742 | $85.6M |
| Raymond James Financial Inc. | 0.03% | Add +7.1% | 2,497,062 | $84.8M |
| Bank of America Corp. | 0.01% | Add +25.5% | 2,450,708 | $83.3M |
| Planning Center, Inc. | 8.38% | Reduce -6.7% | 2,434,023 | $82.7M |
| Core Wealth Management, Inc. | 24.92% | Reduce -0.2% | 2,394,043 | $81.3M |
| Morton Capital Management LLC | 12.09% | Add +4.7% | 2,391,645 | $81.2M |
| GeoWealth Management, LLC | 2.92% | Reduce -1.5% | 2,390,556 | $81.2M |
| New Capital Management LP | 20.00% | Add +1.5% | 2,387,805 | $81.1M |
| Evanson Asset Management, LLC | 4.20% | Add +0.0% | 2,304,226 | $78.3M |
| Creative Capital Management Investments LLC | 20.97% | Add +0.5% | 2,150,975 | $73.1M |
| Tumwater Wealth Management, LLC | 29.35% | Reduce -3.6% | 2,148,190 | $73.0M |
| Greenspring Advisors, LLC | 4.44% | Reduce -0.9% | 2,143,587 | $72.8M |
| Capstone Financial Advisors, Inc. | 3.78% | Reduce -1.2% | 2,065,674 | $70.2M |
| Glassman Wealth Services | 9.23% | Add +1.8% | 1,997,755 | $67.9M |
| Cardinal Point Capital Management ULC | 4.06% | Add +5.8% | 1,949,020 | $66.2M |
| BetterWealth, LLC | 12.14% | Add +0.1% | 1,822,328 | $61.9M |
| Confluence Wealth Services, Inc. | 2.32% | Reduce -0.7% | 1,764,001 | $59.9M |
| Baker Boyer National Bank | 17.98% | Add +2.5% | 1,762,066 | $59.9M |
| Apella Capital, LLC | 0.88% | Add +44.8% | 1,612,850 | $59.6M |
| Asset Dedication, LLC | 4.04% | Reduce -13.2% | 1,697,812 | $57.7M |
| Financial Symmetry Inc | 20.10% | Reduce -0.8% | 1,544,450 | $56.6M |
| Trellis Wealth Advisors LLC | 20.96% | Add +2.0% | 1,621,272 | $55.1M |
| Mars Jewett Financial Group, Inc. | 17.11% | Reduce -1.0% | 1,589,820 | $54.0M |
| LRI Investments, LLC | 4.73% | Add +10.2% | 1,573,458 | $53.5M |
| HFM Investment Advisors, LLC | 20.45% | Reduce -1.7% | 1,565,178 | $53.2M |
| Jackson Thornton Wealth Management, LLC | 4.60% | Reduce -1.0% | 1,422,904 | $51.1M |
| Strathmore Capital Advisors, Inc. | 14.39% | Add +2.5% | 1,401,514 | $50.9M |
| JPMorgan Chase & Co. | 0.00% | Add +238.5% | 1,502,018 | $49.5M |
| Altiora Financial Group, LLC | 8.10% | Add +0.9% | 1,447,156 | $49.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.74% | Reduce -7.8% | 1,416,825 | $48.1M |
| Master's Wealth Management Inc. | 16.05% | Add +0.5% | 1,394,816 | $47.4M |
| Johnson Wealth Management, LLC | 21.77% | Add +0.8% | 1,327,681 | $45.1M |
| N.E.W. Advisory Services LLC | 3.36% | Reduce -0.2% | 1,323,626 | $45.0M |
| Warburton Capital Management, LLC | 21.59% | Add +11.6% | 1,236,646 | $44.3M |
| Demming Financial Services Corp. | 31.75% | Add +1.8% | 1,287,714 | $43.7M |
| ShankerValleau Wealth Advisors, Inc. | 12.22% | Reduce -3.1% | 1,276,502 | $43.4M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -5.5% | 1,221,414 | $41.5M |
| Babb Wealth Advisors LLC | 22.41% | Reduce -0.1% | 1,206,924 | $41.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.59% | Reduce -4.6% | 1,184,794 | $40.2M |
| Onyx Financial Advisors, LLC | 16.37% | Reduce -0.3% | 1,160,548 | $39.4M |
| Private Advisor Group, LLC | 0.18% | Reduce -1.7% | 1,153,055 | $39.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.9% | 1,143,842 | $38.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +58.4% | 1,124,416 | $38.2M |
| Cardiff Park Advisors, LLC | 3.05% | Reduce -4.0% | 1,120,695 | $38.1M |
| Vance Wealth, LLC | 10.91% | Reduce -1.7% | 1,111,628 | $37.8M |
| Forum Financial Management, LP | 0.51% | Reduce -3.4% | 1,055,497 | $35.9M |
| Cahill Financial Advisors Inc. | 3.75% | Add +6.1% | 1,018,559 | $34.6M |
| Shearwater Capital LLC | 16.10% | Add +5.8% | 903,646 | $30.7M |
| OneDigital Investment Advisors LLC | 0.30% | Add +4.0% | 888,337 | $30.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +18.2% | 876,378 | $29.8M |
| Accredited Investor Services, LLC | 18.89% | Add +1.4% | 866,264 | $29.4M |
| Cetera Investment Advisers | 0.03% | Reduce -3.5% | 855,795 | $29.1M |
| Meridian Wealth Partners, LLC | 3.97% | Reduce -3.7% | 852,469 | $29.0M |
| TCI Wealth Advisors, Inc. | 1.51% | Reduce -4.2% | 839,456 | $28.5M |
| Destiny Wealth Partners, LLC | 3.01% | Add +1.0% | 811,078 | $27.6M |
| Savant Capital, LLC | 0.13% | Reduce -3.9% | 809,746 | $27.5M |
| RFG Advisory, LLC | 0.50% | Reduce -15.8% | 800,588 | $27.2M |
| Sensible Money, LLC | 7.58% | Reduce -4.5% | 733,377 | $24.9M |
| Financial Plan, Inc. | 2.66% | Reduce -1.0% | 731,319 | $24.8M |
| Glassy Mountain Advisors, Inc. | 7.71% | Add +1.9% | 730,621 | $24.8M |
| Momentous Wealth Management, Inc. | 14.14% | Reduce -6.3% | 728,287 | $24.7M |
| Aspiriant, LLC | 0.70% | No change | 727,702 | $24.7M |
| Conrad Siegel Investment Advisors, Inc. | 4.42% | Reduce -0.0% | 720,463 | $24.5M |
| Wolfstich Capital, LLC | 21.36% | Reduce -7.0% | 740,511 | $24.4M |
| Kestra Advisory Services, LLC | 0.09% | Add +5.8% | 715,224 | $24.3M |
| Old Peak Finance LLC | 14.13% | Add +2.5% | 712,295 | $24.2M |
| Chicago Partners Investment Group LLC | 0.52% | Reduce -0.3% | 643,051 | $23.4M |
| Cherrydale Wealth Management, LLC | 7.16% | Reduce -0.3% | 681,936 | $23.2M |
| MilWealth Group LLC | 5.46% | Reduce -2.2% | 674,680 | $22.9M |
| Mariner, LLC | 0.03% | Add +59.2% | 654,649 | $22.2M |
| marrick wealth, LLC | 18.66% | Add +0.2% | 653,050 | $22.2M |
| Legacy Financial Group, Inc. | 5.79% | Reduce -0.2% | 645,085 | $21.9M |
| Conquis Financial LLC | 17.93% | Add +0.6% | 600,657 | $21.6M |
| HTG Investment Advisors, Inc. | 6.10% | Add +0.2% | 629,397 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 625,195 | $21.2M |
| Farther Finance Advisors, LLC | 0.20% | Add +11.0% | 611,688 | $21.1M |
| Brighton Jones LLC | 0.46% | Reduce -9.0% | 608,449 | $20.7M |
| Generations Wealth, LLC | 19.98% | Reduce -0.1% | 605,775 | $20.6M |
| Corient Private Wealth LP | 0.03% | Reduce -0.4% | 606,817 | $20.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -0.0% | 604,801 | $20.5M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -0.8% | 603,494 | $20.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -21.0% | 593,257 | $20.3M |
| Symmetry Partners, LLC | 1.14% | Reduce -3.2% | 586,059 | $19.9M |
| Truist Financial Corp. | 0.03% | Add +10.4% | 550,672 | $18.7M |
| Vested Financial Planning, LLC | 14.25% | Reduce -0.7% | 550,554 | $18.7M |
| Tassel Capital Management, Inc. | 10.02% | Add +0.7% | 543,183 | $18.5M |
| von Borstel & Associates, Inc. | 4.03% | Reduce -3.5% | 518,643 | $17.6M |
| Elser Financial Planning, Inc | 0.85% | Add +2222.7% | 518,020 | $17.6M |
| Strategic Investment Solutions, Inc. | 4.18% | Add +2.7% | 509,315 | $17.3M |
| Prosperity Planning, Inc. | 5.98% | Reduce -4.6% | 488,760 | $16.6M |
| Cwm, LLC | 0.04% | Add +163.3% | 486,972 | $16.5M |
| BlueSky Wealth Advisors, LLC | 2.12% | Reduce -63.2% | 484,743 | $16.5M |
| Silver Oak Advisory Group, Inc. | 6.99% | Add +8.7% | 476,773 | $16.2M |
| FMB Wealth Management | 6.70% | Add +2.4% | 476,589 | $16.2M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -0.3% | 473,924 | $16.1M |
| Ruedi Wealth Management, Inc. | 4.12% | Reduce -5.0% | 471,355 | $16.0M |
| M Holdings Securities, Inc. | 1.08% | Add +1.0% | 469,006 | $15.9M |
| Greenwood Capital Associates LLC | 1.72% | Add +18.0% | 460,529 | $15.6M |
| North Ridge Wealth Advisors, Inc. | 8.80% | Reduce -7.2% | 460,305 | $15.6M |
| Grand Wealth Management, LLC | 7.29% | Reduce -9.2% | 456,204 | $15.5M |
| Lauterbach Financial Advisors, LLC | 7.42% | Reduce -2.9% | 447,358 | $15.2M |
| Jane Street Group, LLC | 0.02% | New | 446,471 | $15.2M |
| Modera Wealth Management, LLC | 0.18% | Reduce -7.8% | 443,607 | $15.1M |
| Susquehanna International Group, LLP | 0.02% | Add +612.1% | 433,679 | $14.7M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +0.1% | 431,174 | $14.6M |
| Claris Advisors, LLC / Mo / | 4.35% | Reduce -2.9% | 427,506 | $14.5M |
| Equitable Holdings, Inc. | 0.09% | Add +0.3% | 442,174 | $14.5M |
| B&D White Capital Company, LLC | 1.79% | Add +29.7% | 425,376 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.7% | 406,157 | $13.8M |
| Graves Light Lenhart Wealth, Inc. | 1.43% | Add +8.7% | 404,889 | $13.8M |
| ARK & TLK Investments, LLC | 3.59% | Reduce -0.6% | 389,490 | $13.2M |
| Creative Planning | 0.01% | Add +1.6% | 381,462 | $13.0M |
| Live Oak Private Wealth LLC | 1.79% | Add +4.1% | 377,834 | $12.8M |
| Betterment LLC | 0.02% | Add +0.4% | 373,555 | $12.7M |
| Truepoint, Inc. | 0.28% | Reduce -1.9% | 372,834 | $12.7M |
| E6 Portfolios, LLC | 13.20% | Add +4.2% | 372,649 | $12.7M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -1.0% | 366,393 | $12.4M |
| Trust Co of the South | 2.00% | Add +0.4% | 365,715 | $12.4M |
| AQR Capital Management | 0.01% | Add +37.9% | 363,405 | $12.3M |
| Andrews, Lucia Wealth Management LLC | 7.03% | Reduce -3.0% | 346,394 | $11.8M |
| Regimen Wealth, LLC | 3.39% | New | 341,590 | $11.6M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.1% | 338,034 | $11.5M |
| TRB Wealth Management, LLC | 1.62% | — | 336,513 | $11.4M |
| First National Bank Sioux Falls | 3.07% | No change | 308,472 | $11.2M |
| ERn Financial, LLC | 2.03% | Reduce -2.4% | 317,053 | $10.8M |
| Eldridge Investment Advisors, Inc. | 2.31% | Add +3.6% | 309,641 | $10.5M |
| Foundations Investment Advisors, LLC | 0.13% | Add +0.3% | 306,347 | $10.4M |
| Hurlow Wealth Management Group, Inc. | 2.46% | Add +1.7% | 303,923 | $10.3M |
| Porter White Investment Advisors, Inc. | 4.12% | Reduce -0.8% | 302,525 | $10.3M |
| Prosperity Bancshares Inc | 8.20% | Add +29.3% | 301,098 | $10.2M |
| Moisand Fitzgerald Tamayo, LLC | 1.07% | Reduce -2.3% | 293,560 | $10.0M |
| Tranquilli Financial Advisor LLC | 5.64% | Add +4.5% | 284,431 | $9.7M |
| Annandale Capital, LLC | 1.52% | Add +29.3% | 271,864 | $9.2M |
| SJS Investment Consulting Inc. | 1.12% | Reduce -2.0% | 270,834 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +78.1% | 275,897 | $9.1M |
| Cambridge Financial Group, LLC | 3.03% | Reduce -18.1% | 263,778 | $9.0M |
| Financial Connections Group, Inc. | 3.11% | Reduce -4.0% | 263,308 | $8.9M |
| Cloud Capital Management, LLC | 3.72% | Reduce -10.8% | 251,277 | $8.5M |
| Waverly Advisors, LLC | 0.06% | Add +1954.4% | 247,517 | $8.4M |
| Sax Wealth Advisors, LLC | 0.40% | Reduce -0.9% | 252,764 | $8.3M |
| True Blue Financial, LLC | 6.47% | Reduce -2.6% | 241,584 | $8.2M |
| Keystone Financial Group, Inc. | 4.18% | Add +20.3% | 236,652 | $8.0M |
| Capstone Wealth Management, LLC | 5.55% | Reduce -0.6% | 234,375 | $8.0M |
| American Investment Services, Inc. | 1.76% | Reduce -2.1% | 232,367 | $7.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.21% | Reduce -50.4% | 232,288 | $7.9M |
| Peirce Capital Management, LLC | 3.01% | Reduce -3.1% | 226,465 | $7.7M |
| Bayshore Asset Management, LLC | 3.05% | Reduce -0.3% | 225,352 | $7.7M |
| SC&H Financial Advisors, Inc. | 1.15% | Add +19.1% | 224,206 | $7.6M |
| Park Avenue Securities LLC | 0.06% | New | 223,273 | $7.6M |
| Cogent Private Wealth, Inc. | 5.26% | Add +9.9% | 214,494 | $7.3M |
| Warwick Investment Management, Inc. | 1.04% | Reduce -7.5% | 211,623 | $7.2M |
| Entrust Financial LLC | 5.01% | Reduce -3.7% | 210,723 | $7.2M |
| Integrated Advisors Network LLC | 0.37% | Add +1.5% | 209,688 | $7.1M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -0.3% | 207,901 | $7.1M |
| Aerodigm Wealth, LLC | 2.65% | Reduce -2.5% | 207,624 | $7.1M |
| Hassell Wealth Management, LLC | 2.30% | Reduce -0.6% | 201,703 | $6.9M |
| Aspen Capital Management, LLC | 1.69% | Add +1.8% | 200,460 | $6.8M |
| Vantage Point Financial LLC | 2.37% | Reduce -6.1% | 198,339 | $6.7M |
| 55 North Private Wealth, LLC | 1.72% | Reduce -9.6% | 197,422 | $6.7M |
| Gould Asset Management LLC | 1.16% | Reduce -3.0% | 197,277 | $6.7M |
| Canopy Partners, LLC | 2.25% | Add +2.7% | 192,626 | $6.5M |
| Visionary Wealth Advisors | 0.29% | Add +0.8% | 191,191 | $6.5M |
| TrustWell Financial Advisors, LLC | 5.91% | Add +0.1% | 184,874 | $6.3M |
| DiNuzzo Private Wealth, Inc. | 0.68% | Reduce -2.4% | 184,475 | $6.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -15.4% | 180,183 | $6.1M |
| Phillips Financial Management, LLC | 0.44% | Reduce -0.8% | 179,828 | $6.1M |
| Mather Group, Llc. | 0.06% | Reduce -0.8% | 179,582 | $6.1M |
| RS Crum Inc. | 1.17% | Reduce -0.3% | 177,827 | $6.0M |
| CGN Advisors LLC | 0.47% | Reduce -2.4% | 176,639 | $6.0M |
| Concord Wealth Partners | 0.78% | Add +3.3% | 176,470 | $6.0M |
| Investment Advisory Group, LLC | 1.52% | Reduce -0.9% | 176,096 | $6.0M |
| Awm Capital, LLC | 0.52% | Reduce -1.2% | 170,485 | $5.8M |
| Quantinno Capital Management LP | 0.01% | Add +34.8% | 166,572 | $5.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.66% | Reduce -0.4% | 165,902 | $5.6M |
| Cornerstone Financial Group, LLC | 3.57% | Add +0.8% | 152,189 | $5.6M |
| Dopkins Wealth Management, LLC | 2.20% | Reduce -17.0% | 160,879 | $5.5M |
| GEM Asset Management, LLC | 2.33% | Add +3.4% | 155,180 | $5.3M |
| RAM Investment Partners, LLC | 0.91% | Reduce -3.4% | 151,993 | $5.2M |
| Tillman Hartley LLC | 1.29% | Reduce -7.0% | 151,543 | $5.1M |
| 626 Financial, LLC | 2.27% | New | 149,542 | $5.1M |
| Smartleaf Asset Management LLC | 0.18% | Add +8.7% | 153,090 | $5.0M |
| Morgan Stanley | 0.00% | Add +3.7% | 148,424 | $5.0M |
| Gradient Capital Advisors, LLC | 1.27% | Add +0.9% | 143,898 | $4.9M |
| First Financial Group Corp | 3.99% | Add +5.5% | 143,855 | $4.9M |
| Belleair Asset Management, LLC | 4.44% | Reduce -0.5% | 143,341 | $4.9M |
| WealthSpring Partners, LLC | 4.46% | Add +5.6% | 143,206 | $4.9M |
| RBF Capital, LLC | 0.23% | No change | 140,000 | $4.8M |
| Earned Wealth Advisors, LLC | 0.31% | Reduce -0.7% | 138,180 | $4.7M |
| Kane Co Wealth Management, Inc. | 3.94% | Reduce -3.8% | 137,601 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Add +16.3% | 136,435 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.14% | Reduce -0.2% | 135,302 | $4.6M |
| Wealth Architects, LLC | 0.41% | Reduce -2.1% | 134,097 | $4.6M |
| Ballentine Partners, LLC | 0.06% | Add +0.5% | 132,388 | $4.5M |
| Summit Wealth Group, LLC | 1.02% | Reduce -3.7% | 130,648 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -3.2% | 128,306 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -9.8% | 126,139 | $4.3M |
| Capstone Wealth Management, Inc. | 3.56% | Reduce -1.2% | 122,121 | $4.2M |
| GK Wealth Management LLC | 3.65% | New | 127,398 | $4.2M |
| DWR Wealth Management, LLC | 3.65% | No change | 127,398 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +47.5% | 118,709 | $4.0M |
| SwitchPoint Financial Planning, LLC | 2.72% | No change | 117,940 | $4.0M |
| Choreo, LLC | 0.05% | Add +94.9% | 117,679 | $4.0M |
| Versant Capital Management, Inc | 0.39% | Add +0.1% | 117,112 | $4.0M |
| Evernest Financial Advisors, LLC | 0.82% | Reduce -2.5% | 109,109 | $4.0M |
| Heritage Wealth Management, Inc./Texas | 1.69% | Add +0.7% | 116,248 | $3.9M |
| XY Planning Network, Inc. | 0.63% | Reduce -15.0% | 114,201 | $3.9M |
| Foundry Financial LLC | 1.66% | Add +55.6% | 115,274 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 114,981 | $3.9M |
| Harbor Group, Inc. | 0.56% | Reduce -1.3% | 114,511 | $3.9M |
| Arkadios Wealth Advisors | 0.06% | New | 114,008 | $3.9M |
| Factor Wealth Management LTD | 0.73% | Add +7.8% | 113,725 | $3.9M |
| Magnolia Capital Advisors LLC | 0.75% | Reduce -22.7% | 112,981 | $3.8M |
| WPWealth LLP | 0.58% | Add +0.1% | 111,831 | $3.8M |
| Keb Asset Management, LLC | 0.72% | Reduce -0.1% | 110,389 | $3.7M |
| Cannon Financial Strategists, Inc. | 0.49% | Add +118.9% | 110,353 | $3.7M |
| Cherry Tree Wealth Management, LLC | 0.79% | Add +0.0% | 109,860 | $3.7M |
| McCartney Wealth Management LLC | 3.13% | Reduce -6.6% | 109,337 | $3.7M |
| LS Investment Advisors, LLC | 0.55% | New | 108,315 | $3.7M |
| Lantern Wealth Advisors, LLC | 1.88% | Add +0.3% | 107,830 | $3.7M |
| Exencial Wealth Advisors, LLC | 0.11% | Reduce -8.3% | 105,705 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +14.8% | 105,578 | $3.6M |
| RW Investment Management LLC | 0.34% | — | 103,208 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +6.8% | 103,018 | $3.5M |
| Rockwood Wealth Management, LLC | 0.25% | Reduce -1.0% | 102,103 | $3.5M |
| Parkwoods Wealth Partners, LLC | 0.83% | Reduce -0.6% | 99,136 | $3.4M |
| Hutchinson Capital Management | 0.61% | Add +73.6% | 97,639 | $3.3M |
| Donalies Financial Planning, LLC | 2.77% | Add +0.0% | 95,794 | $3.3M |
| Arista Wealth Management, LLC | 0.39% | Add +2.8% | 95,480 | $3.2M |
| Western Wealth Management, LLC | 0.12% | Reduce -0.3% | 94,712 | $3.2M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -3.5% | 94,126 | $3.2M |
| Merited Wealth, LLC | 2.58% | Reduce -3.5% | 91,734 | $3.1M |
| C M Bidwell & Associates Ltd. | 1.45% | Add +1.8% | 91,435 | $3.1M |
| United Wealth Management, LLC | 0.77% | Reduce -6.8% | 91,159 | $3.1M |
| Rather & Kittrell, Inc. | 0.48% | Reduce -17.1% | 90,995 | $3.1M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +123.8% | 90,417 | $3.1M |
| Bridge Generations Wealth Management LLC | 1.74% | Reduce -0.6% | 89,451 | $3.0M |
| FMR LLC | 0.00% | Add +17.3% | 88,292 | $3.0M |
| Northwest Wealth Management, LLC | 0.44% | Reduce -0.9% | 85,295 | $2.9M |
| Broadhurst Jeffrey B | 2.95% | Reduce -3.2% | 84,724 | $2.9M |
| Topsail Wealth Management, LLC | 0.42% | Add +5.9% | 83,058 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 82,875 | $2.8M |
| Savvy Advisors, Inc. | 0.07% | Add +47.0% | 81,229 | $2.8M |
| BCO Wealth Management LLC | 1.61% | Add +0.0% | 78,918 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 77,931 | $2.6M |
| Squire Investment Management Company, LLC | 0.73% | Add +0.0% | 77,614 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -73.9% | 75,566 | $2.6M |
| Applied Capital LLC | 0.95% | Add +24.9% | 74,578 | $2.5M |
| Physician Wealth Advisors, Inc. | 0.35% | Add +0.0% | 74,338 | $2.5M |
| Accurate Wealth Management, LLC | 0.30% | Reduce -6.3% | 69,359 | $2.5M |
| Retirement Solution LLC | 0.59% | Reduce -1.7% | 73,167 | $2.5M |
| HMV Wealth Advisors, LLC | 1.17% | Reduce -5.9% | 73,078 | $2.5M |
| Legacy Capital Wealth Partners, LLC | 0.50% | Reduce -8.3% | 71,973 | $2.4M |
| Cogent Strategic Wealth LLC | 2.51% | Reduce -12.4% | 71,853 | $2.4M |
| Vistica Wealth Advisors, LLC | 2.43% | Reduce -5.7% | 71,771 | $2.4M |
| MAI Capital Management | 0.01% | No change | 69,373 | $2.4M |
| Quad-Cities Investment Group, LLC | 0.94% | Add +2.1% | 69,208 | $2.4M |
| Flax Pond Capital, LLC | 1.87% | Add +1.9% | 68,464 | $2.3M |
| Berger Financial Group, Inc | 0.13% | Add +13.1% | 67,573 | $2.3M |
| Regions Financial Corp. | 0.01% | Reduce -2.4% | 66,839 | $2.3M |
| Capital Group Private Client Services, Inc. | 0.04% | Add +584.1% | 64,623 | $2.2M |
| Lansing Street Advisors | 0.55% | Add +0.2% | 64,325 | $2.2M |
| Simplicity Wealth,LLC | 0.12% | Reduce -3.2% | 64,171 | $2.2M |
| Wealth Advisors Northwest LLC | 0.91% | Add +0.1% | 63,853 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +5.3% | 63,591 | $2.2M |
| Melfa Wealth Management, Inc. | 1.24% | Reduce -1.7% | 63,564 | $2.2M |
| Lam Group, Inc. | 1.18% | No change | 63,131 | $2.1M |
| Alpha Financial Advisors, LLC | 0.66% | Reduce -3.0% | 62,942 | $2.1M |
| Apollon Financial, LLC | 0.29% | Add +10.8% | 60,774 | $2.1M |
| Astra Wealth Partners LLC | 1.30% | Add +0.6% | 60,625 | $2.1M |
| Red Lighthouse Investment Management, LLC | 0.69% | No change | 60,318 | $2.0M |
| Financial Harvest, LLC | 1.19% | Reduce -3.8% | 59,629 | $2.0M |
| Poinciana Advisors Group, LLC | 1.59% | Reduce -10.3% | 59,494 | $2.0M |
| Sterling Wealth Advisors Inc | 1.15% | Add +31.7% | 54,785 | $2.0M |
| Family Manage LLC | 0.24% | Add +500.9% | 58,986 | $2.0M |
| New Dimensions Wealth Management, LLC | 1.66% | No change | 57,551 | $2.0M |
| Tandemgrowth Financial Advisors LLC | 1.83% | No change | 57,237 | $1.9M |
| Zhang Financial LLC | 0.07% | Add +18.8% | 56,161 | $1.9M |
| Sei Investments Co. | 0.00% | Add +53.1% | 56,036 | $1.9M |
| JDH Wealth Management, LLC | 1.27% | Reduce -3.1% | 55,498 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -6.8% | 55,433 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -3.7% | 55,000 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +52.0% | 54,337 | $1.8M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -3.0% | 53,549 | $1.8M |
| Total Clarity Wealth Management, Inc. | 0.43% | Add +2.6% | 53,278 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.45% | Add +17.3% | 51,720 | $1.8M |
| Vannoy Advisory Group, Inc. | 1.11% | Reduce -1.0% | 51,603 | $1.8M |
| Mission Wealth Management, LP | 0.04% | Add +9.7% | 51,321 | $1.7M |
| CVA Family Office, LLC | 0.18% | Add +10.2% | 51,081 | $1.7M |
| US Bancorp \de | 0.00% | No change | 50,973 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.0% | 50,469 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.62% | Reduce -3.4% | 49,649 | $1.7M |
| BIP Wealth, LLC | 0.07% | New | 49,646 | $1.7M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -5.8% | 49,191 | $1.7M |
| IFG Advisors, LLC | 0.27% | Reduce -6.0% | 49,139 | $1.7M |
| Elevate Wealth Advisory, Inc. | 1.05% | Add +0.0% | 49,117 | $1.7M |
| HB Wealth Management, LLC | 0.01% | New | 49,074 | $1.7M |
| Unconventional Investor, LLC | 0.79% | No change | 48,888 | $1.7M |
| Cypress Point Wealth Management, LLC | 0.36% | Add +0.0% | 48,598 | $1.7M |
| Brady Martz Wealth Solutions, LLC | 0.28% | No change | 47,614 | $1.6M |
| Ponta Wealth Partners, LLC | 1.30% | Add +44.9% | 47,475 | $1.6M |
| DeLarme Wealth Management, Inc. | 1.04% | Reduce -5.5% | 47,429 | $1.6M |
| Krilogy Financial LLC | 0.05% | Add +0.0% | 44,193 | $1.6M |
| Triad Wealth Partners, LLC | 0.13% | Add +0.1% | 47,328 | $1.6M |
| Opulen Financial Group LLC | 1.13% | Add +63.1% | 47,206 | $1.6M |
| Security Financial Services, INC. | 0.25% | Reduce -0.3% | 46,953 | $1.6M |
| Life Planning Partners, Inc | 1.20% | No change | 46,307 | $1.6M |
| Fiduciary Financial Group, LLC | 0.21% | Add +5.2% | 46,178 | $1.6M |
| Clarity Capital Advisors, LLC | 0.73% | Add +0.1% | 45,937 | $1.6M |
| Sprinkle Financial Consultants LLC | 0.70% | Add +13.4% | 44,503 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -0.1% | 44,433 | $1.5M |
| VERITY Wealth Advisors | 0.99% | No change | 43,719 | $1.5M |
| Spinnaker Investment Group, LLC | 0.30% | No change | 43,616 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.15% | Reduce -1.7% | 42,571 | $1.4M |
| Rf&l Wealth Management, LLC | 1.08% | No change | 42,331 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 42,060 | $1.4M |
| Morris Financial Concepts, Inc. | 0.48% | Reduce -0.1% | 41,589 | $1.4M |
| Fiduciary Alliance LLC | 0.09% | Reduce -0.7% | 38,750 | $1.4M |
| Heritage Wealth Management, Inc. | 0.78% | Reduce -1.6% | 41,370 | $1.4M |
| Prudent Man Investment Management, Inc. | 0.47% | No change | 42,556 | $1.4M |
| Investmark Advisory Group LLC | 0.59% | Reduce -1.9% | 40,834 | $1.4M |
| Atlas Private Wealth Advisors | 0.32% | Reduce -0.8% | 40,378 | $1.4M |
| HBE Wealth Management, LLC | 1.18% | No change | 39,956 | $1.4M |
| Investment Planning Advisors, Inc. | 0.37% | Add +2.3% | 39,875 | $1.4M |
| Sage Rhino Capital LLC | 0.25% | Add +7.5% | 39,184 | $1.3M |
| Storgate, LLC | 1.04% | No change | 38,924 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.21% | Reduce -1.6% | 38,472 | $1.3M |
| LifeSteps Financial, Inc. | 0.82% | New | 38,283 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $1.3M |
| Professional Financial Solutions LLC | 1.14% | Add +0.5% | 37,764 | $1.3M |
| Summit Financial, LLC | 0.02% | New | 37,721 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | No change | 37,587 | $1.3M |
| TruNorth Capital Management, LLC | 0.24% | No change | 37,368 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +400.6% | 37,163 | $1.3M |
| Verus Capital Partners, LLC | 0.09% | Add +1.8% | 37,132 | $1.3M |
| Westmount Partners, LLC | 0.30% | No change | 36,105 | $1.2M |
| Aquire Wealth Advisors, LLC | 0.32% | Reduce -49.8% | 35,802 | $1.2M |
| Intelligent Financial Strategies | 0.63% | No change | 35,705 | $1.2M |
| KM Capital Management Ltd. | 0.81% | Reduce -9.5% | 32,019 | $1.2M |
| Midwest Trust Co | 0.01% | Add +2.1% | 35,343 | $1.2M |
| Tortoise Investment Management, LLC | 0.10% | Reduce -4.3% | 35,243 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +196.6% | 35,076 | $1.2M |
| Montis Financial, LLC | 0.24% | Add +0.4% | 34,612 | $1.2M |
| Foundation Wealth Management, LLC\PA | 0.41% | Add +2.6% | 34,497 | $1.2M |
| Curio Wealth, LLC | 0.40% | Add +2.4% | 34,321 | $1.2M |
| Voisard Asset Management Group, Inc. | 0.24% | Add +0.9% | 33,713 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.27% | Add +0.1% | 33,244 | $1.1M |
| Innovative Asset Advisors Group, LLC | 0.65% | — | 32,926 | $1.1M |
| Americana Partners, LLC | 0.03% | New | 32,821 | $1.1M |
| Lynx Investment Advisory | 0.53% | Add +33.5% | 32,643 | $1.1M |
| Arnold Financial Planning LLC | 1.03% | Add +0.0% | 32,518 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -4.4% | 32,446 | $1.1M |
| Physician Wealth Solutions Inc. | 0.45% | Reduce -56.6% | 32,287 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +12.2% | 32,055 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Reduce -18.9% | 31,771 | $1.1M |
| Evoke Wealth, LLC | 0.02% | Add +1.8% | 31,728 | $1.1M |
| Fiduciary Financial Advisors | 0.96% | — | 31,589 | $1.1M |
| Disciplined Investors, L.L.C. | 0.63% | Add +0.1% | 31,285 | $1.1M |
| Vanguard National Trust Co | 0.07% | — | 31,205 | $1.1M |
| M Wealth Management, LLC | 0.89% | Reduce -5.0% | 31,178 | $1.1M |
| Blue Trust, Inc. | 0.01% | Reduce -0.4% | 31,172 | $1.1M |
| Clark Asset Management, LLC | 0.10% | No change | 31,138 | $1.1M |
| Leading Edge Financial Planning LLC | 0.22% | Add +0.0% | 31,066 | $1.1M |
| Corus Family Wealth Advisors | 0.85% | Reduce -14.7% | 30,659 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.07% | Add +8.5% | 27,929 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.37% | No change | 30,200 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.06% | No change | 30,172 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 29,950 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Reduce -0.1% | 29,742 | $1.0M |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 28,269 | $960K |
| Maseco LLP | 0.03% | Add +2.0% | 28,158 | $957K |
| Jacobi Capital Management LLC | 0.05% | New | 28,025 | $952K |
| Shakespeare Wealth Management, LLC | 0.22% | Add +0.3% | 27,458 | $933K |
| waypoint wealth counsel | 0.48% | Reduce -33.2% | 27,120 | $921K |
| Safeguard Investment Advisory Group, LLC | 0.25% | Reduce -9.9% | 26,357 | $895K |
| Meredith Wealth Planning | 0.24% | Add +0.2% | 26,195 | $890K |
| Quadrant Private Wealth Management, LLC | 0.14% | No change | 26,178 | $889K |
| Bank of New York Mellon Corp | 0.00% | Add +16.9% | 25,412 | $863K |
| HBK Sorce Advisory LLC | 0.02% | No change | 22,737 | $855K |
| Wharton Business Group, LLC | 0.03% | No change | 25,090 | $852K |
| Scratch Capital LLC | 0.49% | Add +4.9% | 25,069 | $852K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $849K |
| Flow Traders U.S. LLC | 0.03% | No change | 24,967 | $848K |
| Partners in Financial Planning | 0.14% | Add +0.1% | 24,914 | $846K |
| Brewster Financial Planning LLC | 0.51% | Reduce -1.4% | 24,809 | $843K |
| Red Wave Investments LLC | 0.25% | No change | 24,301 | $826K |
| Independent Wealth Network Inc. | 0.25% | Add +25.8% | 24,295 | $825K |
| Midwest Heritage Bank, FSB | 0.26% | Add +0.0% | 24,247 | $824K |
| Waterfront Wealth Inc. | 0.15% | Add +0.1% | 24,185 | $822K |
| Cascade Wealth Advisors, Inc | 0.36% | Add +0.1% | 21,793 | $819K |
| May Hill Capital, LLC | 0.21% | New | 24,079 | $818K |
| Freedom Investment Management, Inc. | 0.24% | Add +0.6% | 24,049 | $817K |
| Signet Financial Management, LLC | 0.09% | Reduce -0.2% | 24,048 | $817K |
| Keybank National Association | 0.00% | Reduce -8.3% | 23,895 | $812K |
| Strategent Financial, LLC | 0.55% | Add +31.2% | 23,881 | $811K |
| Rise Advisors, LLC | 0.28% | Add +0.2% | 23,244 | $800K |
| Hill Investment Group Partners, LLC | 0.09% | Reduce -3.3% | 23,380 | $794K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -31.9% | 23,017 | $782K |
| Everest Financial Group LLC | 0.13% | New | 22,519 | $765K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.25% | Add +10.6% | 20,881 | $756K |
| Inscription Capital, LLC | 0.08% | No change | 22,136 | $752K |
| NBT Bank, N.A. | 0.05% | Add +33704.6% | 21,973 | $746K |
| Kilner Capital Advisors, LLC | 0.71% | Reduce -3.5% | 21,889 | $744K |
| Semitam Bonam LLC | 0.60% | Add +10.5% | 21,763 | $739K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 21,702 | $737K |
| Asset Advisory Group, Inc. | 0.37% | Add +2.9% | 21,665 | $736K |
| Frankly Finances, LLC | 0.66% | Add +15.6% | 21,449 | $729K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.65% | Add +3.0% | 21,194 | $720K |
| CIBC Bancorp USA Inc. | 0.00% | — | 20,972 | $712K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.7% | 20,287 | $689K |
| DecisionPoint Financial, LLC | 0.15% | Add +15.0% | 20,286 | $689K |
| Five Oceans Advisors | 0.24% | Reduce -18.2% | 19,750 | $671K |
| Colonial Trust Co / SC | 0.09% | Reduce -1.3% | 19,708 | $669K |
| Diversify Wealth Management, LLC | 0.01% | Add +2.8% | 18,501 | $663K |
| Northwest Wealth Advisors, LLC | 0.47% | Add +0.1% | 19,489 | $662K |
| Eaton Financial Holdings Company, LLC | 0.22% | Reduce -7.3% | 19,353 | $657K |
| Kaufman Rossin Wealth, LLC | 0.38% | Reduce -1.4% | 19,301 | $656K |
| Wellington-Altus USA Inc. | 0.38% | Add +17.9% | 17,572 | $647K |
| Holcombe Financial, Inc. | 0.38% | No change | 19,010 | $646K |
| JB Capital LLC | 0.03% | Add +0.2% | 19,001 | $645K |
| Boyce & Associates Wealth Consulting, Inc. | 0.49% | Add +0.1% | 18,968 | $644K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -41.6% | 18,876 | $641K |
| Integrity Alliance, Llc. | 0.02% | Add +58.6% | 18,784 | $638K |
| Commerce Bank | 0.00% | New | 18,666 | $634K |
| Stewardship Advisors, LLC | 0.15% | Reduce -1.7% | 18,652 | $634K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 18,590 | $631K |
| Financial Alternatives, Inc | 0.34% | Reduce -7.7% | 18,542 | $630K |
| Sanctuary Advisors, LLC | 0.00% | No change | 18,505 | $629K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.0% | 16,384 | $597K |
| Two West Capital Advisors LLC | 0.31% | Reduce -2.3% | 16,521 | $592K |
| RB Capital Management, LLC | 0.13% | Add +1.2% | 17,315 | $588K |
| LJI Wealth Management, LLC | 0.09% | Reduce -26.6% | 17,289 | $587K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 17,253 | $586K |
| Cresset Asset Management, LLC | 0.00% | Reduce -50.3% | 17,016 | $578K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.3% | 16,799 | $571K |
| Ascent Group, LLC | 0.02% | Reduce -1.4% | 16,719 | $568K |
| Ares Financial Consulting, LLC | 0.44% | Add +0.2% | 16,398 | $564K |
| Maia Wealth LLC | 0.10% | Reduce -16.5% | 16,532 | $562K |
| KOM Wealth Management Group, LLC | 0.38% | Reduce -5.4% | 16,481 | $560K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | No change | 16,086 | $546K |
| Facet Wealth, Inc. | 0.01% | Add +1.4% | 16,032 | $545K |
| Well Done, LLC | 0.08% | Add +26.4% | 16,004 | $544K |
| Syverson Strege & Co | 0.13% | Add +7.5% | 16,003 | $544K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $542K |
| Capital Investment Management, Inc. | 0.19% | Reduce -11.3% | 15,882 | $540K |
| Florida Trust Wealth Management Co | 0.01% | Add +17.0% | 15,774 | $536K |
| Navigate Wealth Management, LLC | 0.37% | — | 14,698 | $530K |
| IHT Wealth Management, LLC | 0.01% | No change | 15,600 | $530K |
| Signal Advisors Wealth, LLC | 0.04% | Add +21.4% | 15,509 | $527K |
| Oath Planning, LLC | 0.47% | Reduce -2.1% | 15,479 | $526K |
| Citizens Financial Group Inc. | 0.01% | No change | 15,471 | $526K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.4% | 15,422 | $524K |
| Ferguson Johnson Wealth Management Inc | 0.42% | Add +3.3% | 15,373 | $522K |
| Renasant Bank | 0.37% | No change | 15,353 | $522K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.8% | 15,248 | $518K |
| SCS Capital Management LLC | 0.01% | New | 15,247 | $518K |
| Bessemer Group Inc. | 0.00% | No change | 15,219 | $517K |
| SageOak Financial, LLC | 0.36% | Add +15.8% | 15,205 | $517K |
| Websterrogers Financial Advisors, LLC | 0.15% | Add +0.0% | 15,021 | $510K |
| Wedmont Private Capital | 0.02% | No change | 14,225 | $510K |
| Intrepid Financial Planning Group LLC | 0.21% | New | 14,975 | $509K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +52.0% | 14,970 | $509K |
| Inspire Advisors, LLC | 0.04% | New | 14,848 | $504K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -13.5% | 14,770 | $502K |
| Probity Advisors, Inc. | 0.08% | No change | 14,464 | $491K |
| Level Wealth Management LLC | 0.23% | Add +41.1% | 14,415 | $490K |
| WNY Asset Management, LLC | 0.05% | — | 14,319 | $486K |
| Keystone Financial Services | 0.14% | No change | 14,202 | $482K |
| Signature Resources Capital Management, LLC | 0.23% | No change | 14,172 | $481K |
| BlackRock, Inc. | 0.00% | Add +472166.7% | 14,168 | $481K |
| Approach Retirement Advisors, LLC | 0.40% | Add +0.8% | 14,057 | $478K |
| Certified Advisory Corp | 0.04% | No change | 13,816 | $469K |
| RVW Wealth, LLC | 0.04% | Reduce -3.1% | 13,729 | $466K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 13,691 | $465K |
| Certuity, LLC | 0.03% | Reduce -24.1% | 13,676 | $465K |
| Outbound Financial Inc | 0.35% | New | 13,635 | $463K |
| Brooklyn Investment Group | 0.01% | Add +4.2% | 13,566 | $461K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 13,525 | $459K |
| Trek Financial, LLC | 0.02% | No change | 13,503 | $459K |
| Pandowealth. LLC | 0.40% | Reduce -1.4% | 13,416 | $456K |
| Vilga Financial Planning LLC | 0.41% | No change | 13,404 | $455K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 13,302 | $452K |
| Powerhouse Assets LLC | 0.39% | Reduce -4.6% | 13,127 | $446K |
| Nicolet Bankshares Inc. | 0.02% | New | 12,939 | $445K |
| Selective Wealth Management, Inc. | 0.13% | Add +52.7% | 12,418 | $445K |
| 25 LLC | 0.14% | Add +0.6% | 12,904 | $438K |
| Huntleigh Advisors, Inc. | 0.07% | No change | 12,859 | $437K |
| Colter Lewis Investment Partners LLC | 0.41% | New | 12,845 | $436K |
| NerdWallet Wealth Partners, LLC | 0.19% | No change | 12,683 | $431K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 12,653 | $430K |
| Root Financial Partners, LLC | 0.02% | Reduce -0.6% | 12,493 | $424K |
| Dunhill Financial, LLC | 0.10% | New | 12,441 | $423K |
| Motco | 0.04% | No change | 12,372 | $420K |
| Jessup Wealth Management, Inc | 0.15% | No change | 12,324 | $419K |
| Obermeyer Wealth Partners | 0.02% | New | 12,285 | $417K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +9.0% | 12,280 | $417K |
| PFG Advisors | 0.02% | Add +14.7% | 12,194 | $414K |
| Sage Mountain Advisors LLC | 0.03% | No change | 12,189 | $414K |
| Falcon Wealth Planning | 0.03% | Reduce -3.6% | 12,178 | $414K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $412K |
| American Financial Advisors, LLC | 0.05% | Add +0.2% | 12,106 | $411K |
| Burk Holdings LLC | 0.18% | Reduce -5.1% | 12,074 | $410K |
| Tableaux LLC | 0.20% | New | 11,907 | $404K |
| MPWM Advisory Solutions, LLC | 0.21% | Reduce -4.4% | 11,888 | $404K |
| Threadgill Financial, LLC | 0.12% | No change | 11,718 | $398K |
| Trust Point Inc. | 0.03% | New | 11,516 | $391K |
| Joel Adams & Associates, Inc. | 0.28% | Reduce -13.9% | 11,288 | $383K |
| Gemmer Asset Management LLC | 0.03% | Reduce -3.1% | 11,214 | $381K |
| Canandaigua National Trust Co of Florida | 0.30% | Reduce -75.0% | 11,177 | $380K |
| Curi Capital, LLC | 0.01% | Reduce -27.5% | 11,085 | $377K |
| Independent Advisor Alliance | 0.00% | New | 10,989 | $373K |
| Shotwell Rutter Baer Inc | 0.22% | Reduce -12.2% | 10,950 | $372K |
| MJP Associates Inc. | 0.04% | Add +8.3% | 10,917 | $371K |
| Advisor OS, LLC | 0.03% | Add +8.3% | 10,917 | $371K |
| Renaissance Technologies | 0.00% | New | 10,900 | $370K |
| Sensenig Capital Advisors, Inc | 0.38% | No change | 10,863 | $369K |
| Baird Financial Group, Inc. | 0.00% | Add +12.5% | 10,849 | $369K |
| Rossby Financial, LCC | 0.08% | Add +486.4% | 10,691 | $368K |
| Abundance Wealth Counselors | 0.05% | New | 10,706 | $364K |
| Whitener Capital Management, Inc. | 0.08% | New | 10,638 | $361K |
| Cladis Investment Advisory, LLC | 0.20% | New | 10,443 | $355K |
| Huntington National Bank | 0.00% | New | 10,405 | $353K |
| Oak Wealth Advisors LLC | 0.19% | Add +0.1% | 10,349 | $352K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $349K |
| Caprock Group, LLC | 0.01% | No change | 10,206 | $347K |
| Kelly Financial Group LLC | 0.09% | Add +5.6% | 10,188 | $346K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 10,185 | $346K |
| Silver Coast Investments LLC | 0.11% | New | 10,134 | $344K |
| Clayton Financial Group LLC | 0.18% | No change | 10,035 | $341K |
| HUB Investment Partners, LLC | 0.01% | No change | 9,988 | $339K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 9,976 | $339K |
| Chico Wealth RIA | 0.20% | Add +0.1% | 9,737 | $331K |
| Sheets Smith Wealth Management | 0.04% | No change | 9,717 | $330K |
| Essential Planning, LLC. | 0.10% | Add +8.1% | 9,687 | $329K |
| NorthAvenue LLC | 0.26% | No change | 9,686 | $329K |
| Kovack Advisors, Inc. | 0.02% | Reduce -12.3% | 9,520 | $328K |
| Brookstone Capital Management | 0.00% | Add +32.2% | 9,301 | $316K |
| V2 Financial group LLC | 0.15% | New | 9,299 | $316K |
| MB Generational Wealth, LLC | 0.17% | No change | 9,298 | $316K |
| Clearstead Advisors, LLC | 0.00% | No change | 9,257 | $314K |
| Hantz Financial Services, Inc. | 0.00% | No change | 9,204 | $313K |
| Ancora Advisors LLC | 0.01% | Add +2.5% | 9,157 | $311K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,111 | $310K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -5.7% | 9,047 | $307K |
| Samalin Investment Counsel, LLC | 0.11% | Add +3.6% | 8,894 | $302K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -0.4% | 9,159 | $301K |
| Wells Fargo & Company | 0.00% | Add +382.2% | 8,829 | $300K |
| Wealthspire Retirement, LLC | 0.02% | Add +37.2% | 8,702 | $296K |
| BWM Planning, LLC | 0.08% | Add +0.2% | 8,609 | $292K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Add +1.6% | 8,603 | $292K |
| Everest Private Wealth | 0.15% | No change | 8,585 | $292K |
| Milestone Asset Management Group, LLC | 0.17% | Reduce -2.6% | 8,401 | $285K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -19.0% | 8,215 | $279K |
| Modern Wealth Management, LLC | 0.00% | Add +0.1% | 8,082 | $278K |
| Optima Capital LLC | 0.13% | Add +0.2% | 8,167 | $277K |
| Sowell Financial Services LLC | 0.01% | Reduce -10.9% | 8,075 | $274K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.3% | 8,027 | $273K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 8,000 | $272K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 7,981 | $271K |
| FFT Wealth Management LLC | 0.05% | No change | 7,967 | $271K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 7,875 | $268K |
| Private Trust Co. NA | 0.02% | Reduce -3.1% | 7,833 | $266K |
| Lido Advisors, LLC | 0.00% | Reduce -2.5% | 7,811 | $265K |
| FSA Advisors, Inc. | 0.17% | New | 7,745 | $263K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 7,734 | $263K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 7,732 | $263K |
| Atlas Wealth LLC | 0.10% | No change | 7,619 | $259K |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 7,600 | $258K |
| Canvas Wealth Advisors, LLC | 0.04% | No change | 7,543 | $256K |
| Pathfinder Wealth Consulting, Inc. | 0.17% | Reduce -4.4% | 7,514 | $255K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 7,505 | $255K |
| Harbour Investments, Inc. | 0.00% | Add +114.3% | 7,441 | $253K |
| Cedar Point Capital Partners, LLC | 0.16% | No change | 7,420 | $252K |
| BDFS Capital LLC | 0.12% | No change | 7,416 | $252K |
| IFG Advisory, LLC | 0.71% | Reduce -98.8% | 7,333 | $249K |
| Arbor Wealth Advisors LLC | 0.17% | No change | 7,267 | $247K |
| Vise Technologies, Inc. | 0.00% | No change | 7,504 | $246K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.0% | 7,049 | $239K |
| Capital Planning Advisors, LLC | 0.03% | No change | 7,029 | $239K |
| rebel Financial LLC | 0.10% | Reduce -8.9% | 6,983 | $237K |
| Cadent Capital Advisors, LLC | 0.06% | No change | 6,964 | $237K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.0% | 6,920 | $235K |
| RHS Financial, LLC | 0.11% | No change | 6,891 | $234K |
| FRG Family Wealth Advisors LLC | 0.04% | Add +0.2% | 6,848 | $233K |
| Great Oak Capital Partners, LLC | 0.05% | Add +0.2% | 6,466 | $232K |
| Vermillion Wealth Management, Inc. | 0.09% | Add +0.2% | 6,803 | $231K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,758 | $230K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -1.3% | 6,711 | $228K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6,716 | $228K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 6,671 | $227K |
| Waterloo Capital, L.P. | 0.02% | Reduce -0.1% | 6,530 | $222K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,522 | $222K |
| Victory Financial Group, LLC | 0.03% | No change | 6,507 | $221K |
| Wescott Financial Advisory Group, LLC | 0.02% | Add +0.1% | 6,390 | $217K |
| Holistic Financial Partners | 0.08% | Add +0.2% | 6,316 | $215K |
| AdvisorNet Financial, Inc | 0.01% | Add +201.1% | 6,235 | $212K |
| Compound Planning, Inc. | 0.01% | No change | 6,198 | $211K |
| Kestra Investment Management, LLC | 0.00% | New | 6,157 | $209K |
| True Wealth Design, LLC | 0.06% | Reduce -3.4% | 6,153 | $209K |
| Connecticut Wealth Management, LLC | 0.01% | New | 6,103 | $207K |
| Orin Green Financial, LLC | 0.08% | New | 6,087 | $207K |
| Cooper/Haims Advisors, LLC | 0.10% | New | 6,075 | $206K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -28.6% | 6,059 | $206K |
| Csenge Advisory Group | 0.01% | Reduce -2.6% | 6,055 | $206K |
| City State Bank | 0.05% | No change | 6,000 | $204K |
| Financial Strategies Group, Inc. | 0.03% | New | 5,586 | $202K |
| Hutchens & Kramer Investment Management Group, LLC | 0.06% | New | 5,933 | $202K |
| First Citizens Bank & Trust Co. | 0.00% | New | 5,900 | $200K |
| American Capital Advisory, LLC | 0.08% | No change | 5,789 | $197K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +0.1% | 5,643 | $192K |
| Arax Advisory Partners | 0.01% | Add +305.9% | 5,143 | $189K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 5,527 | $188K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.8% | 5,523 | $188K |
| Advisory Services Network, LLC | 0.00% | New | 5,368 | $182K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,295 | $180K |
| Investors Research Corp | 0.03% | No change | 4,911 | $167K |
| Vanguard Advisers Inc. | 0.00% | — | 4,628 | $157K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,574 | $155K |
| Bokf, NA | 0.00% | Add +42.6% | 4,417 | $150K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.1% | 4,368 | $148K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.1% | 4,362 | $148K |
| Coston, McIsaac & Partners | 0.03% | Add +0.1% | 4,269 | $145K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.2% | 4,088 | $139K |
| Kings Path Partners LLC | 0.05% | No change | 3,916 | $133K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -17.4% | 3,883 | $132K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.4% | 3,640 | $124K |
| Spire Wealth Management | 0.00% | Add +1061.6% | 3,415 | $116K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 3,378 | $115K |
| Navigoe, LLC | 0.06% | Reduce -5.3% | 3,144 | $106K |
| JNBA Financial Advisors | 0.01% | No change | 3,107 | $106K |
| Nemes Rush Group LLC | 0.01% | Add +11.5% | 2,829 | $96K |
| Orion Capital Management LLC | 0.03% | No change | 2,601 | $88K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $86K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 2,475 | $84K |
| Financial Consulate, Inc. | 0.01% | No change | 2,413 | $82K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -0.8% | 2,300 | $78K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,281 | $77K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 2,261 | $77K |
| McIlrath & Eck, LLC | 0.01% | Add +0.1% | 2,111 | $72K |
| Align Financial, LLC | 0.04% | Reduce -96.9% | 2,077 | $71K |
| Bank of Montreal | 0.00% | No change | 1,997 | $68K |
| Harbor Asset Planning, Inc. | 0.06% | New | 1,939 | $66K |
| Copia Wealth Management | 0.04% | No change | 1,893 | $64K |
| Miller Capital Partners, Inc. | 0.03% | No change | 1,718 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.1% | 1,627 | $55K |
| CX Institutional | 0.00% | Add +0.2% | 1,630 | $55K |
| Olistico Wealth, LLC | 0.03% | Add +0.3% | 1,570 | $53K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 1,549 | $53K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,539 | $52K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -14.7% | 1,382 | $47K |
| Key Financial Inc | 0.01% | No change | 1,225 | $42K |
| Pillar Financial Advisors, LLC | 0.02% | Add +0.1% | 1,140 | $39K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,039 | $35K |
| Ascentis Independent Advisors | 0.00% | New | 928 | $32K |
| CoreCap Advisors, LLC | 0.00% | New | 917 | $31K |
| Rialto Wealth Management, LLC | 0.01% | No change | 883 | $30K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 759 | $26K |
| Longview Financial Advisors, Inc. | 0.02% | New | 751 | $26K |
| Cordgrass Capital Advisors, LLC | 0.01% | New | 641 | $22K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.2% | 634 | $22K |
| Go Invest LLC | 0.01% | Add +11.2% | 617 | $21K |
| Winch Advisory Services, LLC | 0.00% | Add +0.2% | 598 | $20K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $19K |
| Global Wealth Strategies & Associates | 0.00% | No change | 517 | $18K |
| Birchwood Financial Partners, Inc. | 0.02% | No change | 515 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 460 | $16K |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 408 | $14K |
| Creative Financial Designs Inc. | 0.00% | New | 393 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 357 | $12K |
| Hughes Financial Services, LLC | 0.00% | New | 331 | $11K |
| Evolution Wealth Management Inc. | 0.01% | No change | 282 | $10K |
| Tsfg, LLC | 0.00% | New | 263 | $9K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 248 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 230 | $8K |
| Retiremitten Financial LLC | 0.00% | — | 216 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | Add +0.6% | 177 | $6K |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +0.6% | 168 | $6K |
| Simplex Trading, LLC | 0.00% | New | 57 | $2K |
| BankChampaign, National Association | 0.00% | Reduce -98.8% | 55 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 43 | $1K |
"% 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.