Dimensional World Ex US CoreDFAXETF
13F holders, Q2 2026 (June 30)714holders +14
44new positions
22sold out
2famous investors
$36.82avg. 13F price*
At the end of Q2 2026, 714 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 14 from Q1 2026. 44 opened new positions and 22 sold out. The largest holders were Focus Partners Wealth ($382.9M), Alerus Financial NA ($308.3M) and LPL Financial LLC ($303.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $37.0M |
| Exits | 22 | $47.0M |
All 13F filers, Q1 2026 → Q2 2026: 13,338,367 shares bought and 7,186,295 shares sold, net +6,152,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 714 holders
| Focus Partners Wealth | 0.39% | Reduce -0.1% | 10,393,265 | $382.9M |
| Alerus Financial NA | 13.49% | Reduce -0.6% | 8,368,617 | $308.3M |
| LPL Financial LLC | 0.07% | Reduce -4.2% | 8,228,270 | $303.1M |
| Geometric Wealth Advisors | 31.00% | Add +4.4% | 7,779,410 | $286.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.4% | 6,693,905 | $246.6M |
| Allworth Financial LP | 1.03% | Reduce -9.2% | 6,594,247 | $242.9M |
| Monograph Wealth Advisors, LLC | 19.64% | Add +5.3% | 6,491,032 | $239.1M |
| Glenmede Trust Co. NA | 0.85% | Add +0.3% | 5,222,632 | $192.4M |
| Great Waters Wealth Management | 17.25% | Add +3.4% | 5,054,079 | $186.2M |
| Factory Mutual Insurance Co. | 1.66% | No change | 4,806,630 | $177.1M |
| Commonwealth Equity Services, LLC | 0.21% | Add +2.9% | 4,450,159 | $163.9M |
| Royal Bank of Canada | 0.02% | Add +2.5% | 3,862,746 | $142.3M |
| Plancorp, LLC | 3.45% | Reduce -1.0% | 3,903,563 | $141.5M |
| JFS Wealth Advisors, LLC | 6.88% | Add +0.2% | 3,743,466 | $137.9M |
| Triune Financial Partners, LLC | 28.41% | Add +1.7% | 3,692,741 | $136.0M |
| Focus Partners Advisor Solutions, LLC | 1.09% | Reduce -6.4% | 3,488,957 | $128.5M |
| Fifth Third Bancorp | 0.20% | Reduce -6.2% | 3,295,765 | $121.4M |
| Bank of America Corp. | 0.01% | Add +30.8% | 3,205,258 | $118.1M |
| Assetmark, Inc. | 0.18% | Reduce -2.1% | 2,814,600 | $103.7M |
| D.A. Davidson & Co. | 0.57% | Add +0.3% | 2,791,019 | $102.8M |
| UBS Group AG | 0.02% | Add +7.3% | 2,703,859 | $99.6M |
| Raymond James Financial Inc. | 0.03% | Add +5.2% | 2,626,969 | $96.8M |
| Morton Capital Management LLC | 12.42% | Add +3.1% | 2,465,252 | $90.8M |
| Pathstone Holdings, LLC | 0.26% | Reduce -3.1% | 2,462,672 | $90.7M |
| Creative Capital Management Investments LLC | 20.69% | Add +13.2% | 2,434,768 | $89.7M |
| New Capital Management LP | 20.22% | Add +0.9% | 2,410,224 | $88.8M |
| Planning Center, Inc. | 8.31% | Reduce -1.8% | 2,391,457 | $88.1M |
| Core Wealth Management, Inc. | 23.95% | Reduce -3.4% | 2,313,175 | $85.2M |
| GeoWealth Management, LLC | 2.68% | Reduce -3.3% | 2,311,945 | $85.2M |
| Evanson Financial, LLC | 4.10% | — | 2,274,985 | $83.8M |
| Captrust Financial Advisors | 0.13% | Reduce -24.4% | 2,231,887 | $82.2M |
| Jane Street Group, LLC | 0.05% | Add +396.1% | 2,214,709 | $81.6M |
| Tumwater Wealth Management, LLC | 28.76% | Add +0.5% | 2,158,889 | $79.5M |
| Confluence Wealth Services, Inc. | 2.18% | Add +17.4% | 2,070,402 | $76.3M |
| Capstone Financial Advisors, Inc. | 3.67% | Reduce -1.1% | 2,043,404 | $75.3M |
| Glassman Wealth Services | 8.86% | Add +0.5% | 2,007,568 | $74.0M |
| Cardinal Point Capital Management ULC | 4.10% | Add +0.8% | 1,963,742 | $72.3M |
| Baker Boyer National Bank | 19.73% | Add +10.6% | 1,949,537 | $71.8M |
| Greenspring Advisors, LLC | 3.87% | Reduce -11.6% | 1,894,281 | $69.8M |
| BetterWealth, LLC | 11.79% | Reduce -0.8% | 1,808,735 | $66.6M |
| LRI Investments, LLC | 5.27% | Add +13.3% | 1,783,165 | $65.7M |
| Mars Jewett Financial Group, Inc. | 12.13% | Add +2.3% | 1,626,249 | $59.9M |
| Financial Symmetry Inc | 19.71% | Add +3.8% | 1,603,245 | $59.1M |
| Trellis Wealth Advisors LLC | 20.19% | Reduce -1.5% | 1,596,426 | $58.8M |
| Apella Capital, LLC | 0.83% | Reduce -0.6% | 1,602,530 | $58.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 1,585,523 | $58.1M |
| Asset Dedication, LLC | 3.65% | Reduce -7.4% | 1,572,354 | $57.9M |
| HFM Investment Advisors, LLC | 19.83% | Reduce -1.9% | 1,534,860 | $56.5M |
| Strathmore Capital Advisors, Inc. | 14.65% | Add +6.5% | 1,492,148 | $54.4M |
| Altiora Financial Group, LLC | 8.53% | Add +1.5% | 1,468,984 | $54.1M |
| Master's Wealth Management Inc. | 15.79% | Add +2.1% | 1,424,036 | $52.5M |
| Jackson Thornton Wealth Management, LLC | 4.11% | Reduce -0.9% | 1,410,622 | $52.0M |
| N.E.W. Advisory Services LLC | 3.45% | Add +5.7% | 1,399,265 | $51.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.48% | Reduce -3.8% | 1,362,389 | $50.2M |
| Johnson Wealth Management, LLC | 21.04% | Add +1.5% | 1,347,961 | $49.7M |
| Savant Capital, LLC | 0.14% | Add +64.1% | 1,328,450 | $49.0M |
| Demming Financial Services Corp. | 30.84% | Add +2.3% | 1,317,129 | $48.5M |
| Warburton Capital Management, LLC | 19.46% | Add +4.9% | 1,297,654 | $47.8M |
| ShankerValleau Wealth Advisors, Inc. | 12.38% | Reduce -0.1% | 1,275,089 | $47.0M |
| Babb Wealth Advisors LLC | 22.04% | Add +2.9% | 1,241,297 | $45.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +8.1% | 1,215,877 | $44.8M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -0.8% | 1,211,224 | $44.6M |
| Onyx Financial Advisors, LLC | 15.72% | Add +2.1% | 1,184,461 | $43.6M |
| HighTower Advisors, LLC | 0.04% | Add +3.0% | 1,177,632 | $43.4M |
| Cetera Investment Advisers | 0.04% | Add +34.8% | 1,153,522 | $42.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.54% | Reduce -5.4% | 1,120,817 | $41.3M |
| Vance Wealth, LLC | 9.24% | Add +0.1% | 1,112,424 | $41.0M |
| Cardiff Park Advisors, LLC | 3.18% | Reduce -0.9% | 1,110,002 | $40.9M |
| Cahill Financial Advisors Inc. | 3.77% | Add +4.8% | 1,067,151 | $39.3M |
| Forum Financial Management, LP | 0.50% | Reduce -0.6% | 1,049,121 | $38.6M |
| Old Peak Finance LLC | 16.91% | Add +33.2% | 948,539 | $34.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.5% | 933,045 | $34.4M |
| Shearwater Capital LLC | 16.20% | Add +1.9% | 920,770 | $33.9M |
| OneDigital Investment Advisors LLC | 0.28% | Add +0.3% | 891,121 | $32.8M |
| Accredited Investor Services, LLC | 18.32% | Add +1.6% | 880,269 | $32.4M |
| Meridian Wealth Partners, LLC | 3.77% | Reduce -0.9% | 844,650 | $31.1M |
| Brighton Jones LLC | 0.58% | Add +38.1% | 840,321 | $31.0M |
| BIP Wealth, LLC | 0.88% | Add +1586.7% | 837,360 | $30.8M |
| TCI Wealth Advisors, Inc. | 1.28% | Reduce -4.7% | 800,336 | $29.5M |
| Destiny Wealth Partners, LLC | 4.09% | Reduce -2.1% | 793,729 | $29.0M |
| Mariner, LLC | 0.03% | Add +19.6% | 782,836 | $28.8M |
| RFG Advisory, LLC | 0.45% | Reduce -2.3% | 782,441 | $28.8M |
| Private Advisor Group, LLC | 0.13% | Reduce -33.1% | 771,681 | $28.4M |
| HB Wealth Management, LLC | 0.16% | Add +1470.7% | 770,819 | $28.4M |
| Aspen Private Advisors, LLC | 28.25% | — | 764,320 | $28.2M |
| Wolfstich Capital, LLC | 21.65% | Add +3.2% | 764,422 | $28.0M |
| Momentous Wealth Management, Inc. | 14.13% | Add +2.8% | 748,420 | $27.6M |
| Aspiriant, LLC | 0.66% | No change | 727,702 | $26.8M |
| Conrad Siegel Investment Advisors, Inc. | 4.32% | Add +0.0% | 720,654 | $26.5M |
| Financial Plan, Inc. | 2.51% | Reduce -1.8% | 718,310 | $26.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +0.2% | 716,825 | $26.4M |
| Cherrydale Wealth Management, LLC | 6.79% | Add +3.3% | 704,170 | $25.9M |
| Glassy Mountain Advisors, Inc. | 7.06% | Reduce -4.1% | 700,494 | $25.8M |
| Sensible Money, LLC | 6.60% | Reduce -7.9% | 675,314 | $24.9M |
| MilWealth Group LLC | 5.27% | Reduce -0.6% | 670,634 | $24.7M |
| Legacy Financial Group, Inc. | 5.73% | Add +3.4% | 667,000 | $24.6M |
| marrick wealth, LLC | 17.39% | Add +1.8% | 664,948 | $24.5M |
| IFG Advisory, LLC | 0.81% | Add +8412.9% | 624,247 | $23.0M |
| Chicago Partners Investment Group LLC | 0.46% | Reduce -1.8% | 631,244 | $22.9M |
| Truist Financial Corp. | 0.03% | Add +11.8% | 615,470 | $22.7M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -0.2% | 603,863 | $22.2M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -0.8% | 598,384 | $22.0M |
| HTG Investment Advisors, Inc. | 5.63% | Reduce -5.3% | 595,793 | $21.9M |
| Conquis Financial LLC | 17.68% | Reduce -0.9% | 595,284 | $21.9M |
| Tassel Capital Management, Inc. | 10.21% | Add +9.0% | 592,185 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.6% | 577,693 | $21.3M |
| Graves Light Lenhart Wealth, Inc. | 1.97% | Add +41.9% | 574,324 | $21.2M |
| Symmetry Partners, LLC | 1.05% | Reduce -4.2% | 561,258 | $20.7M |
| Live Oak Private Wealth LLC | 2.56% | Add +47.4% | 556,763 | $20.5M |
| Vested Financial Planning, LLC | 13.05% | Reduce -4.2% | 527,460 | $19.4M |
| von Borstel & Associates, Inc. | 3.95% | Add +0.9% | 523,407 | $19.3M |
| Strategic Investment Solutions, Inc. | 4.37% | Add +1.9% | 519,033 | $19.1M |
| Silver Oak Advisory Group, Inc. | 7.49% | Add +8.1% | 515,318 | $19.0M |
| Elser Financial Planning, Inc | 0.82% | Reduce -0.8% | 513,837 | $18.9M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -18.7% | 497,251 | $18.3M |
| BlueSky Wealth Advisors, LLC | 2.05% | Reduce -0.9% | 480,554 | $17.7M |
| Generations Wealth, LLC | 16.75% | Reduce -21.0% | 478,755 | $17.6M |
| Prosperity Planning, Inc. | 5.58% | Reduce -3.4% | 472,299 | $17.4M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 470,989 | $17.4M |
| Ruedi Wealth Management, Inc. | 4.02% | Reduce -1.2% | 465,556 | $17.2M |
| FMB Wealth Management | 6.30% | Reduce -2.5% | 464,628 | $17.1M |
| AQR Capital Management | 0.01% | Add +27.5% | 463,297 | $17.1M |
| Osaic Holdings, Inc. | 0.02% | Add +13.3% | 460,156 | $17.0M |
| Lauterbach Financial Advisors, LLC | 7.09% | Add +0.1% | 447,575 | $16.5M |
| Grand Wealth Management, LLC | 6.85% | Reduce -2.2% | 446,022 | $16.4M |
| Greenwood Capital Associates LLC | 1.61% | Reduce -3.3% | 445,289 | $16.4M |
| Equitable Holdings, Inc. | 0.10% | Reduce -0.8% | 438,431 | $16.2M |
| Modera Wealth Management, LLC | 0.17% | Reduce -2.8% | 431,147 | $15.9M |
| Robertson Stephens Wealth Management, LLC | 0.39% | Reduce -0.4% | 429,593 | $15.8M |
| B&D White Capital Company, LLC | 1.56% | Reduce -0.1% | 425,052 | $15.7M |
| Claris Advisors, LLC / Mo / | 4.07% | Reduce -0.9% | 423,536 | $15.6M |
| Creative Planning | 0.01% | Add +2.1% | 389,396 | $14.3M |
| ARK & TLK Investments, LLC | 3.50% | Reduce -1.2% | 384,843 | $14.2M |
| Jones Financial Companies LLLP | 0.01% | Add +40.5% | 387,541 | $14.1M |
| Betterment LLC | 0.02% | Add +2.0% | 381,067 | $14.0M |
| E6 Portfolios, LLC | 10.99% | Add +0.2% | 373,242 | $13.8M |
| Pure Financial Advisors, LLC | 0.18% | Add +1.7% | 372,636 | $13.7M |
| Truepoint, Inc. | 0.28% | Reduce -1.8% | 366,264 | $13.5M |
| Prosperity Bancshares Inc | 8.73% | Add +20.5% | 362,804 | $13.4M |
| Trust Co of the South | 1.86% | Reduce -2.0% | 358,451 | $13.2M |
| Regimen Wealth, LLC | 3.48% | Add +2.5% | 350,091 | $12.9M |
| Andrews, Lucia Wealth Management LLC | 6.74% | Add +0.9% | 349,686 | $12.9M |
| TRB Wealth Management, LLC | 1.64% | Reduce -0.6% | 334,635 | $12.3M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -1.2% | 333,970 | $12.3M |
| Corient Private Wealth LP | 0.02% | Reduce -46.8% | 322,777 | $11.9M |
| Eldridge Investment Advisors, Inc. | 2.33% | Add +3.0% | 318,920 | $11.7M |
| ERn Financial, LLC | 1.94% | Add +0.6% | 318,909 | $11.7M |
| Foundations Investment Advisors, LLC | 0.12% | Add +3.1% | 316,004 | $11.6M |
| Annandale Capital, LLC | 1.67% | Add +12.5% | 305,764 | $11.3M |
| First National Bank Sioux Falls | 3.07% | No change | 308,472 | $11.2M |
| Hurlow Wealth Management Group, Inc. | 2.32% | Reduce -0.3% | 302,935 | $11.2M |
| Tranquilli Financial Advisor LLC | 5.91% | Add +4.8% | 298,082 | $11.0M |
| Porter White Investment Advisors, Inc. | 4.22% | Reduce -1.6% | 297,632 | $11.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.05% | Reduce -0.8% | 291,117 | $10.7M |
| LS Investment Advisors, LLC | 1.36% | Add +151.5% | 272,380 | $10.0M |
| Visionary Wealth Advisors | 0.39% | Add +41.6% | 270,812 | $10.0M |
| Keystone Financial Group, Inc. | 5.21% | Add +13.9% | 269,575 | $9.9M |
| Sax Wealth Advisors, LLC | 0.40% | Add +14.9% | 290,463 | $9.9M |
| SJS Investment Consulting Inc. | 1.04% | Reduce -3.9% | 260,306 | $9.6M |
| American Investment Services, Inc. | 1.92% | Add +6.3% | 247,021 | $9.1M |
| Cambridge Financial Group, LLC | 2.83% | Reduce -7.5% | 243,861 | $9.0M |
| Cloud Capital Management, LLC | 3.27% | Reduce -3.1% | 243,478 | $9.0M |
| True Blue Financial, LLC | 3.72% | Reduce -1.0% | 239,116 | $8.8M |
| Park Avenue Securities LLC | 0.05% | Add +5.7% | 235,909 | $8.7M |
| Capstone Wealth Management, LLC | 4.00% | Reduce -0.2% | 234,010 | $8.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.08% | Reduce -0.2% | 231,888 | $8.5M |
| SC&H Financial Advisors, Inc. | 1.12% | Add +2.3% | 229,431 | $8.5M |
| 55 North Private Wealth, LLC | 1.66% | Add +16.0% | 228,994 | $8.4M |
| Bayshore Asset Management, LLC | 2.97% | Add +0.1% | 225,469 | $8.3M |
| Wealthspire Advisors, LLC | 0.04% | Add +6.5% | 221,331 | $8.2M |
| Integrated Advisors Network LLC | 0.36% | Add +1.9% | 213,723 | $7.9M |
| Peirce Capital Management, LLC | 2.87% | Reduce -6.1% | 212,692 | $7.8M |
| Cogent Private Wealth, Inc. | 4.84% | Reduce -1.9% | 210,347 | $7.7M |
| Entrust Financial LLC | 4.98% | Reduce -1.2% | 208,280 | $7.7M |
| Mission Wealth Management, LP | 0.10% | Add +304.7% | 207,683 | $7.7M |
| Aerodigm Wealth, LLC | 2.57% | Reduce -0.8% | 205,864 | $7.6M |
| Lawood & Co. | 5.12% | New | 205,208 | $7.6M |
| Aspen Capital Management, LLC | 1.64% | Add +0.4% | 201,329 | $7.4M |
| Warwick Investment Management, Inc. | 0.83% | Reduce -5.0% | 201,038 | $7.4M |
| Gould Asset Management LLC | 1.16% | Add +1.7% | 200,582 | $7.4M |
| Vantage Point Financial LLC | 2.23% | Add +0.0% | 198,360 | $7.3M |
| Hassell Wealth Management, LLC | 2.24% | Reduce -0.7% | 200,249 | $7.3M |
| Canopy Partners, LLC | 2.14% | Add +0.4% | 193,362 | $7.1M |
| Morgan Stanley | 0.00% | Add +26.1% | 187,127 | $6.9M |
| 626 Financial, LLC | 2.69% | Add +24.9% | 186,842 | $6.9M |
| DiNuzzo Private Wealth, Inc. | 0.65% | Reduce -2.8% | 179,273 | $6.6M |
| Concord Wealth Partners | 0.75% | Add +1.0% | 178,307 | $6.6M |
| CGN Advisors LLC | 0.48% | Add +0.7% | 177,941 | $6.6M |
| Phillips Financial Management, LLC | 0.47% | Reduce -2.2% | 175,893 | $6.5M |
| Investment Advisory Group, LLC | 1.40% | Reduce -0.7% | 174,934 | $6.4M |
| RS Crum Inc. | 1.21% | Reduce -1.8% | 174,676 | $6.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -6.5% | 168,427 | $6.2M |
| Awm Capital, LLC | 0.49% | Reduce -1.6% | 167,758 | $6.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.61% | Reduce -1.0% | 164,248 | $6.1M |
| GEM Asset Management, LLC | 2.33% | Add +3.6% | 160,840 | $5.9M |
| WealthSpring Partners, LLC | 5.05% | Add +11.5% | 159,662 | $5.9M |
| Dopkins Wealth Management, LLC | 2.12% | Reduce -1.7% | 158,187 | $5.8M |
| Cornerstone Financial Group, LLC | 3.50% | Add +1.2% | 154,037 | $5.7M |
| Smartleaf Asset Management LLC | 0.18% | No change | 153,090 | $5.6M |
| Tillman Hartley LLC | 1.25% | No change | 151,543 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +19.7% | 150,973 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.1% | 150,924 | $5.6M |
| RAM Investment Partners, LLC | 0.89% | Reduce -1.0% | 150,533 | $5.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -11.6% | 147,255 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Add +7.8% | 147,107 | $5.4M |
| Gradient Capital Advisors, LLC | 1.25% | Add +2.2% | 147,029 | $5.4M |
| First Financial Group Corp | 3.91% | Add +2.1% | 146,922 | $5.4M |
| Atria Investments, Inc | 0.05% | New | 145,877 | $5.4M |
| Belleair Asset Management, LLC | 4.37% | Reduce -1.6% | 141,098 | $5.2M |
| Mather Group, Llc. | 0.05% | Reduce -21.6% | 140,726 | $5.2M |
| RBF Capital, LLC | 0.22% | No change | 140,000 | $5.2M |
| Foundry Financial LLC | 1.72% | Add +19.9% | 138,162 | $5.1M |
| Earned Wealth Advisors, LLC | 0.33% | Reduce -0.1% | 137,972 | $5.1M |
| Platform Wealth Management, LLC | 1.86% | — | 137,892 | $5.1M |
| Wealth Architects, LLC | 0.40% | Add +2.6% | 137,541 | $5.1M |
| Kane Co Wealth Management, Inc. | 3.83% | Reduce -0.4% | 137,045 | $5.0M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +0.2% | 135,598 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +3.5% | 132,737 | $4.9M |
| Ballentine Partners, LLC | 0.06% | No change | 132,388 | $4.9M |
| McGrath & Associates, Inc. | 6.24% | New | 129,968 | $4.8M |
| Arkadios Wealth Advisors | 0.07% | Add +13.2% | 129,078 | $4.8M |
| DWR Wealth Management, LLC | 3.35% | Reduce -4.1% | 122,118 | $4.5M |
| Capstone Wealth Management, Inc. | 3.35% | Reduce -0.1% | 122,053 | $4.5M |
| XY Planning Network, Inc. | 0.56% | Add +5.5% | 120,482 | $4.4M |
| Summit Wealth Group, LLC | 0.90% | Reduce -8.0% | 120,182 | $4.4M |
| Magnolia Capital Advisors LLC | 0.75% | Add +5.5% | 119,200 | $4.4M |
| Versant Capital Management, Inc | 0.39% | Add +0.7% | 117,944 | $4.3M |
| SwitchPoint Financial Planning, LLC | 2.51% | No change | 117,940 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 117,665 | $4.3M |
| TrustWell Financial Advisors, LLC | 3.67% | Reduce -36.4% | 117,500 | $4.3M |
| Family Manage LLC | 0.45% | Add +98.3% | 116,946 | $4.3M |
| Choreo, LLC | 0.05% | Reduce -1.5% | 115,878 | $4.3M |
| Harbor Group, Inc. | 0.50% | Add +0.9% | 115,599 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +11.3% | 114,714 | $4.2M |
| WPWealth LLP | 0.62% | Add +1.6% | 113,602 | $4.2M |
| Factor Wealth Management LTD | 0.63% | Reduce -0.2% | 113,466 | $4.2M |
| Axxcess Wealth Management, LLC | 0.07% | New | 112,302 | $4.1M |
| Hutchinson Capital Management | 0.71% | Add +14.6% | 111,936 | $4.1M |
| Heritage Wealth Management, Inc./Texas | 1.57% | Reduce -4.8% | 110,663 | $4.1M |
| Cherry Tree Wealth Management, LLC | 0.76% | Reduce -0.1% | 109,695 | $4.0M |
| Cannon Financial Strategists, Inc. | 0.46% | Reduce -1.0% | 109,286 | $4.0M |
| Evernest Financial Advisors, LLC | 0.84% | No change | 109,109 | $4.0M |
| McCartney Wealth Management LLC | 3.02% | Reduce -1.0% | 108,197 | $4.0M |
| Keb Asset Management, LLC | 0.64% | Reduce -2.1% | 108,084 | $4.0M |
| Lantern Wealth Advisors, LLC | 1.82% | Reduce -0.2% | 107,628 | $4.0M |
| Commerce Bank | 0.02% | Add +449.5% | 102,565 | $3.8M |
| MAI Capital Management | 0.01% | Add +46.6% | 101,701 | $3.7M |
| Rockwood Wealth Management, LLC | 0.24% | Reduce -0.6% | 101,538 | $3.7M |
| RW Investment Management LLC | 0.33% | Reduce -1.7% | 101,497 | $3.7M |
| Rather & Kittrell, Inc. | 0.52% | Add +10.7% | 100,761 | $3.7M |
| FMR LLC | 0.00% | Add +13.6% | 100,297 | $3.7M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +9.8% | 99,308 | $3.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -6.2% | 99,054 | $3.6M |
| Arista Wealth Management, LLC | 0.39% | Add +3.6% | 98,904 | $3.6M |
| Global Retirement Partners, LLC | 0.06% | — | 98,259 | $3.6M |
| Parkwoods Wealth Partners, LLC | 0.57% | Reduce -2.2% | 96,971 | $3.6M |
| Donalies Financial Planning, LLC | 2.61% | Add +0.2% | 95,945 | $3.5M |
| Accurate Wealth Management, LLC | 0.33% | Add +36.4% | 94,607 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.8% | 93,980 | $3.5M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -1.3% | 92,914 | $3.4M |
| C M Bidwell & Associates Ltd. | 1.39% | Add +0.8% | 92,212 | $3.4M |
| Perigon Wealth Management, LLC | 0.05% | Add +79.4% | 90,537 | $3.3M |
| Merited Wealth, LLC | 2.34% | Reduce -2.0% | 89,930 | $3.3M |
| Bridge Generations Wealth Management LLC | 1.68% | Reduce -0.2% | 89,299 | $3.3M |
| United Wealth Management, LLC | 0.74% | Reduce -2.3% | 89,067 | $3.3M |
| M Holdings Securities, Inc. | 0.44% | Reduce -81.6% | 86,460 | $3.2M |
| LifeSteps Financial, Inc. | 1.50% | Add +128.2% | 87,356 | $3.2M |
| CVA Family Office, LLC | 0.29% | Add +68.6% | 86,122 | $3.2M |
| Savvy Advisors, Inc. | 0.07% | Add +4.4% | 84,831 | $3.1M |
| Northwest Wealth Management, LLC | 0.41% | Reduce -1.0% | 84,467 | $3.1M |
| Topsail Wealth Management, LLC | 0.39% | Add +0.9% | 83,802 | $3.1M |
| Florida Trust Wealth Management Co | 0.08% | Add +425.0% | 82,815 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.3% | 81,841 | $3.0M |
| Ponta Wealth Partners, LLC | 1.58% | Add +68.4% | 79,964 | $2.9M |
| Flax Pond Capital, LLC | 2.04% | Add +15.8% | 79,254 | $2.9M |
| BCO Wealth Management LLC | 1.59% | Add +0.0% | 78,921 | $2.9M |
| Squire Investment Management Company, LLC | 0.69% | Reduce -0.5% | 77,218 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.8% | 75,738 | $2.8M |
| Applied Capital LLC | 0.88% | Reduce -0.7% | 74,069 | $2.7M |
| Physician Wealth Advisors, Inc. | 0.32% | Reduce -1.0% | 73,584 | $2.7M |
| Retirement Solution LLC | 0.52% | Reduce -1.1% | 72,393 | $2.7M |
| Berger Financial Group, Inc | 0.14% | Add +7.1% | 72,355 | $2.7M |
| Legacy Capital Wealth Partners, LLC | 0.51% | Add +0.4% | 72,231 | $2.7M |
| Vistica Wealth Advisors, LLC | 2.26% | Reduce -1.1% | 70,944 | $2.6M |
| Quad-Cities Investment Group, LLC | 0.93% | Add +1.6% | 70,340 | $2.6M |
| Cogent Strategic Wealth LLC | 2.46% | Reduce -2.5% | 70,020 | $2.6M |
| HMV Wealth Advisors, LLC | 0.99% | Reduce -5.2% | 69,293 | $2.6M |
| Outbound Financial Inc | 1.61% | Add +395.8% | 67,602 | $2.5M |
| Regions Financial Corp. | 0.01% | No change | 66,839 | $2.5M |
| Lansing Street Advisors | 0.51% | Add +1.1% | 64,998 | $2.4M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -0.1% | 64,524 | $2.4M |
| Lam Group, Inc. | 1.16% | No change | 63,131 | $2.3M |
| AE Wealth Management LLC | 0.01% | Reduce -0.7% | 63,126 | $2.3M |
| Alpha Financial Advisors, LLC | 0.65% | Reduce -0.2% | 62,843 | $2.3M |
| Sterling Wealth Advisors Inc | 1.25% | Add +14.3% | 62,593 | $2.3M |
| Apollon Financial, LLC | 0.27% | Add +2.5% | 62,279 | $2.3M |
| Wealth Advisors Northwest LLC | 0.77% | Reduce -3.8% | 61,439 | $2.3M |
| Sei Investments Co. | 0.00% | Add +9.3% | 61,237 | $2.3M |
| Gotham Asset Management | 0.01% | New | 61,068 | $2.2M |
| Melfa Wealth Management, Inc. | 1.21% | Reduce -4.5% | 60,685 | $2.2M |
| Liberty Capital Management, Inc. | 0.38% | — | 60,457 | $2.2M |
| Red Lighthouse Investment Management, LLC | 0.66% | No change | 60,318 | $2.2M |
| Financial Harvest, LLC | 0.91% | Reduce -0.1% | 59,550 | $2.2M |
| Astra Wealth Partners LLC | 1.21% | Reduce -2.9% | 58,894 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +83.2% | 58,722 | $2.2M |
| Poinciana Advisors Group, LLC | 1.60% | Reduce -22.0% | 46,397 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Add +4.3% | 57,820 | $2.1M |
| Opulen Financial Group LLC | 1.34% | Add +22.4% | 57,772 | $2.1M |
| New Dimensions Wealth Management, LLC | 1.60% | No change | 57,551 | $2.1M |
| Tandemgrowth Financial Advisors LLC | 1.71% | Reduce -0.6% | 56,918 | $2.1M |
| Zhang Financial LLC | 0.06% | Reduce -0.4% | 55,958 | $2.1M |
| Fiduciary Financial Advisors | 0.21% | Add +75.1% | 55,321 | $2.0M |
| Northern Trust Corp. | 0.00% | No change | 54,337 | $2.0M |
| Total Clarity Wealth Management, Inc. | 0.38% | Add +0.2% | 53,365 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.40% | Add +3.2% | 53,354 | $2.0M |
| JDH Wealth Management, LLC | 1.19% | Reduce -4.4% | 53,045 | $2.0M |
| Vannoy Advisory Group, Inc. | 1.06% | Reduce -1.2% | 50,967 | $1.9M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -5.0% | 50,861 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +42.9% | 50,106 | $1.8M |
| Triad Wealth Partners, LLC | 0.11% | Add +6.0% | 50,180 | $1.8M |
| Sprinkle Financial Consultants LLC | 0.71% | Add +10.8% | 49,294 | $1.8M |
| Elevate Wealth Advisory, Inc. | 1.04% | Add +0.2% | 49,201 | $1.8M |
| IFG Advisors, LLC | 0.25% | Reduce -0.5% | 48,904 | $1.8M |
| Unconventional Investor, LLC | 0.74% | No change | 48,888 | $1.8M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -0.6% | 48,874 | $1.8M |
| Cypress Point Wealth Management, LLC | 0.36% | Add +0.1% | 48,622 | $1.8M |
| Simplicity Wealth,LLC | 0.06% | Reduce -24.6% | 48,386 | $1.8M |
| Brady Martz Wealth Solutions, LLC | 0.27% | No change | 47,614 | $1.8M |
| Fiduciary Financial Group, LLC | 0.20% | Add +3.1% | 47,594 | $1.8M |
| DeLarme Wealth Management, Inc. | 1.01% | Reduce -0.8% | 47,056 | $1.7M |
| Security Financial Services, INC. | 0.24% | Reduce -0.3% | 46,796 | $1.7M |
| Krilogy Financial LLC | 0.05% | Add +4.1% | 46,003 | $1.7M |
| Broadhurst Jeffrey B | 3.57% | Reduce -46.3% | 45,515 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.54% | Reduce -9.0% | 45,200 | $1.7M |
| IFP Advisors, Inc | 0.03% | Add +0.3% | 44,564 | $1.6M |
| Clarity Capital Advisors, LLC | 0.68% | Reduce -4.4% | 43,936 | $1.6M |
| VERITY Wealth Advisors | 0.97% | No change | 43,719 | $1.6M |
| Spinnaker Investment Group, LLC | 0.26% | Add +0.2% | 43,703 | $1.6M |
| Nuveen, LLC | 0.00% | New | 42,765 | $1.6M |
| Life Planning Partners, Inc | 1.17% | Reduce -7.7% | 42,736 | $1.6M |
| Rf&l Wealth Management, LLC | 1.05% | Reduce -0.3% | 42,216 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.0% | 42,062 | $1.5M |
| Morris Financial Concepts, Inc. | 0.47% | Add +1.0% | 42,000 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.13% | Reduce -1.5% | 41,932 | $1.5M |
| Heritage Wealth Management, Inc. | 0.76% | Reduce -0.2% | 41,299 | $1.5M |
| Atlas Private Wealth Advisors | 0.33% | Add +1.5% | 40,975 | $1.5M |
| Investment Planning Advisors, Inc. | 0.34% | Add +0.9% | 40,252 | $1.5M |
| HBE Wealth Management, LLC | 1.05% | Reduce -0.5% | 39,772 | $1.5M |
| Sage Rhino Capital LLC | 0.24% | Add +0.3% | 39,307 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +131.9% | 38,965 | $1.4M |
| Storgate, LLC | 0.30% | No change | 38,924 | $1.4M |
| Fiduciary Alliance LLC | 0.10% | Reduce -0.7% | 38,494 | $1.4M |
| Investmark Advisory Group LLC | 0.54% | Reduce -5.8% | 38,486 | $1.4M |
| Diversified Trust Co. | 0.02% | No change | 38,077 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +330.5% | 38,006 | $1.4M |
| Professional Financial Solutions LLC | 1.09% | Add +0.5% | 37,942 | $1.4M |
| Prudent Man Investment Management, Inc. | 0.48% | No change | 42,556 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.20% | Reduce -1.8% | 37,777 | $1.4M |
| Cutler Investment Counsel LLC | 0.13% | New | 37,754 | $1.4M |
| Pallas Capital Advisors LLC | 0.04% | No change | 37,587 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -0.4% | 37,565 | $1.4M |
| TruNorth Capital Management, LLC | 0.22% | No change | 37,368 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 37,163 | $1.4M |
| Midwest Trust Co | 0.01% | Add +1.9% | 36,006 | $1.3M |
| Aquire Wealth Advisors, LLC | 0.30% | Add +0.0% | 35,808 | $1.3M |
| Intelligent Financial Strategies | 0.63% | No change | 35,705 | $1.3M |
| Verus Capital Partners, LLC | 0.07% | Reduce -4.3% | 35,535 | $1.3M |
| Advisors Capital Management, LLC | 0.01% | Add +132.8% | 35,495 | $1.3M |
| Frankly Finances, LLC | 1.03% | Add +65.5% | 35,487 | $1.3M |
| Westmount Partners, LLC | 0.29% | Reduce -2.1% | 35,355 | $1.3M |
| Tortoise Investment Management, LLC | 0.10% | No change | 35,243 | $1.3M |
| Ascent Group, LLC | 0.04% | Add +107.1% | 34,624 | $1.3M |
| Foundation Wealth Management, LLC\PA | 0.38% | Add +0.2% | 34,565 | $1.3M |
| Montis Financial, LLC | 0.26% | Reduce -0.2% | 34,536 | $1.3M |
| Curio Wealth, LLC | 0.39% | Add +0.4% | 34,466 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.24% | Add +0.2% | 33,779 | $1.2M |
| Private Advisory Group LLC | 0.07% | New | 33,362 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.26% | Reduce -1.2% | 32,832 | $1.2M |
| Americana Partners, LLC | 0.03% | No change | 32,821 | $1.2M |
| Maseco LLP | 0.03% | Add +16.2% | 32,724 | $1.2M |
| Arnold Financial Planning LLC | 0.90% | Add +0.2% | 32,577 | $1.2M |
| KM Capital Management Ltd. | 0.56% | Add +1.1% | 32,354 | $1.2M |
| Corus Family Wealth Advisors | 0.82% | Add +5.5% | 32,339 | $1.2M |
| Stratos Investment Management, LLC | 0.04% | Add +1.0% | 32,083 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -1.2% | 32,045 | $1.2M |
| Innovative Asset Advisors Group, LLC | 0.51% | Reduce -4.7% | 31,374 | $1.2M |
| Clark Asset Management, LLC | 0.09% | No change | 31,138 | $1.1M |
| Vanguard National Trust Co | 0.06% | Reduce -0.5% | 31,036 | $1.1M |
| Disciplined Investors, L.L.C. | 0.57% | Reduce -0.9% | 30,993 | $1.1M |
| M Wealth Management, LLC | 0.89% | Reduce -1.1% | 30,838 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.36% | No change | 30,200 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | No change | 30,172 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 29,950 | $1.1M |
| Lynx Investment Advisory | 0.36% | Reduce -8.4% | 29,898 | $1.1M |
| Independent Wealth Network Inc. | 0.28% | Add +21.6% | 29,532 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -46.5% | 29,414 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Add +4.7% | 29,332 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -3.3% | 28,756 | $1.1M |
| Sanctuary Advisors, LLC | 0.00% | Add +53.8% | 28,461 | $1.0M |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 28,269 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +366.1% | 28,242 | $1.0M |
| Integrity Alliance, Llc. | 0.03% | Add +49.4% | 28,063 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -0.9% | 27,664 | $1.0M |
| Strategent Financial, LLC | 0.57% | Add +12.3% | 26,808 | $988K |
| Shakespeare Wealth Management, LLC | 0.26% | Reduce -3.3% | 26,541 | $978K |
| Meredith Wealth Planning | 0.23% | Add +1.1% | 26,476 | $975K |
| Leading Edge Financial Planning LLC | 0.17% | Reduce -14.8% | 26,472 | $975K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Reduce -0.0% | 26,351 | $971K |
| Quadrant Private Wealth Management, LLC | 0.22% | No change | 26,178 | $964K |
| SteelPeak Wealth, LLC | 0.02% | New | 25,604 | $943K |
| CIBC Bancorp USA Inc. | 0.00% | Add +21.9% | 25,555 | $942K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 25,413 | $936K |
| Scratch Capital LLC | 0.46% | Add +0.5% | 25,205 | $929K |
| Partners in Financial Planning | 0.14% | Add +0.8% | 25,113 | $925K |
| Wharton Business Group, LLC | 0.03% | No change | 25,090 | $924K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $921K |
| Flow Traders U.S. LLC | 0.04% | No change | 24,967 | $920K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.1% | 24,965 | $920K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.7% | 24,794 | $913K |
| Eaton Financial Holdings Company, LLC | 0.25% | Add +27.4% | 24,662 | $909K |
| Brewster Financial Planning LLC | 0.50% | Reduce -1.1% | 24,537 | $904K |
| May Hill Capital, LLC | 0.19% | Add +1.4% | 24,406 | $899K |
| Highland Investment Advisors LLC | 0.39% | — | 24,404 | $899K |
| Freedom Investment Management, Inc. | 0.25% | Add +1.4% | 24,387 | $898K |
| Red Wave Investments LLC | 0.23% | No change | 24,301 | $895K |
| Waterfront Wealth Inc. | 0.14% | Add +0.1% | 24,206 | $893K |
| Midwest Heritage Bank, FSB | 0.25% | Add +0.0% | 24,252 | $893K |
| Everest Financial Group LLC | 0.12% | Add +6.8% | 24,052 | $886K |
| Keybank National Association | 0.00% | No change | 23,895 | $880K |
| Rise Advisors, LLC | 0.24% | Add +1.1% | 23,489 | $865K |
| Hill Investment Group Partners, LLC | 0.09% | No change | 23,380 | $861K |
| HBK Sorce Advisory LLC | 0.02% | No change | 22,737 | $852K |
| WNY Asset Management, LLC | 0.08% | Add +61.4% | 23,112 | $851K |
| Semitam Bonam LLC | 0.61% | Add +4.2% | 22,668 | $835K |
| Cascade Wealth Advisors, Inc | 0.33% | Add +1.0% | 22,003 | $833K |
| Inscription Capital, LLC | 0.07% | No change | 22,136 | $815K |
| Kilner Capital Advisors, LLC | 0.69% | Reduce -0.6% | 21,767 | $810K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.3% | 21,766 | $802K |
| Certified Advisory Corp | 0.06% | Add +53.3% | 21,175 | $780K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.61% | Reduce -0.1% | 21,164 | $780K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.25% | Add +1.0% | 21,095 | $771K |
| Asset Advisory Group, Inc. | 0.33% | Reduce -4.2% | 20,756 | $765K |
| Whitener Capital Management, Inc. | 0.16% | Add +94.7% | 20,715 | $763K |
| DecisionPoint Financial, LLC | 0.14% | Add +2.1% | 20,707 | $756K |
| Northwest Wealth Advisors, LLC | 0.42% | Add +0.8% | 19,647 | $724K |
| Colonial Trust Co / SC | 0.09% | Reduce -1.2% | 19,479 | $718K |
| Kaufman Rossin Wealth, LLC | 0.34% | No change | 19,301 | $707K |
| Boyce & Associates Wealth Consulting, Inc. | 0.49% | Add +0.5% | 19,067 | $702K |
| Five Oceans Advisors | 0.23% | Reduce -3.8% | 19,000 | $700K |
| waypoint wealth counsel | 0.44% | Reduce -30.0% | 18,989 | $700K |
| Holcombe Financial, Inc. | 0.39% | Reduce -0.3% | 18,944 | $698K |
| Vise Technologies, Inc. | 0.01% | Add +151.0% | 18,835 | $694K |
| Well Done, LLC | 0.09% | Add +17.6% | 18,814 | $693K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 18,670 | $688K |
| Stewardship Advisors, LLC | 0.14% | Add +0.0% | 18,655 | $687K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -1.6% | 18,564 | $684K |
| LJI Wealth Management, LLC | 0.09% | Add +4.2% | 18,010 | $663K |
| RB Capital Management, LLC | 0.13% | Add +2.7% | 17,783 | $655K |
| US Bancorp \de | 0.00% | Reduce -65.1% | 17,778 | $655K |
| Financial Alternatives, Inc | 0.32% | Reduce -4.8% | 17,648 | $650K |
| Arax Advisory Partners | 0.00% | Add +238.8% | 17,426 | $642K |
| Signaturefd, LLC | 0.01% | Add +0.7% | 17,366 | $640K |
| Diversify Advisory Services, LLC | 0.01% | New | 17,511 | $635K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -5.3% | 17,511 | $635K |
| Physician Wealth Solutions Inc. | 0.23% | Reduce -48.2% | 16,734 | $616K |
| Facet Wealth, Inc. | 0.01% | Add +3.8% | 16,637 | $613K |
| Ares Financial Consulting, LLC | 0.44% | Add +1.1% | 16,570 | $610K |
| KOM Wealth Management Group, LLC | 0.37% | Add +0.2% | 16,514 | $608K |
| Maia Wealth LLC | 0.09% | Reduce -1.3% | 16,311 | $601K |
| Verus Financial Partners, Inc. | 0.05% | Reduce -0.7% | 16,277 | $600K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +32.5% | 16,271 | $599K |
| Ferguson Johnson Wealth Management Inc | 0.43% | Add +5.0% | 16,142 | $594K |
| Two West Capital Advisors LLC | 0.29% | Reduce -0.1% | 16,497 | $593K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | No change | 16,086 | $593K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,952 | $588K |
| Syverson Strege & Co | 0.13% | Reduce -1.5% | 15,759 | $581K |
| IHT Wealth Management, LLC | 0.01% | No change | 15,600 | $575K |
| Citizens Financial Group Inc. | 0.01% | No change | 15,471 | $570K |
| SageOak Financial, LLC | 0.37% | Add +1.3% | 15,406 | $568K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 15,379 | $567K |
| Oath Planning, LLC | 0.42% | Reduce -0.7% | 15,377 | $566K |
| Renasant Bank | 0.36% | No change | 15,353 | $566K |
| Bessemer Group Inc. | 0.00% | No change | 15,219 | $561K |
| Intrepid Financial Planning Group LLC | 0.19% | Add +1.2% | 15,154 | $558K |
| Tennessee Valley Asset Management Partners | 0.06% | New | 15,051 | $554K |
| Nicolet Bankshares Inc. | 0.02% | Add +14.9% | 14,867 | $553K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 14,970 | $552K |
| Websterrogers Financial Advisors, LLC | 0.14% | Reduce -0.5% | 14,945 | $551K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -3.9% | 14,906 | $549K |
| Capital Investment Management, Inc. | 0.17% | Reduce -6.4% | 14,870 | $548K |
| Parkside Financial Bank & Trust | 0.04% | No change | 14,770 | $544K |
| Level Wealth Management LLC | 0.21% | Add +0.3% | 14,459 | $533K |
| Probity Advisors, Inc. | 0.08% | Reduce -0.7% | 14,364 | $529K |
| Wealthspire Retirement, LLC | 0.03% | Add +64.0% | 14,272 | $526K |
| Wedmont Private Capital | 0.01% | No change | 14,225 | $525K |
| Waverly Advisors, LLC | 0.00% | Reduce -94.3% | 14,225 | $524K |
| Selective Wealth Management, Inc. | 0.14% | Add +17.0% | 14,527 | $524K |
| Keystone Financial Services | 0.13% | No change | 14,202 | $523K |
| Signature Resources Capital Management, LLC | 0.21% | No change | 14,172 | $522K |
| BlackRock, Inc. | 0.00% | No change | 14,168 | $522K |
| Approach Retirement Advisors, LLC | 0.38% | Add +0.8% | 14,166 | $522K |
| Navigate Wealth Management, LLC | 0.32% | Reduce -1.8% | 14,433 | $521K |
| RVW Wealth, LLC | 0.03% | No change | 13,729 | $506K |
| Briggs Wealth Management, Inc | 0.46% | New | 13,657 | $503K |
| Wellington-Altus USA Inc. | 0.35% | Reduce -16.7% | 14,643 | $497K |
| Pandowealth. LLC | 0.41% | Add +0.1% | 13,429 | $495K |
| Vilga Financial Planning LLC | 0.37% | No change | 13,404 | $494K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -1.0% | 13,390 | $493K |
| Magnolia Private Wealth, LLC | 0.27% | No change | 13,302 | $490K |
| Powerhouse Assets LLC | 0.39% | Add +0.2% | 13,154 | $485K |
| 25 LLC | 0.13% | No change | 12,904 | $475K |
| Huntleigh Advisors, Inc. | 0.07% | No change | 12,859 | $474K |
| Colter Lewis Investment Partners LLC | 0.21% | No change | 12,845 | $473K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.0% | 12,782 | $471K |
| NerdWallet Wealth Partners, LLC | 0.16% | No change | 12,683 | $467K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 13,691 | $465K |
| Root Financial Partners, LLC | 0.02% | No change | 12,493 | $460K |
| Inspire Advisors, LLC | 0.03% | Reduce -15.6% | 12,534 | $460K |
| Cresset Asset Management, LLC | 0.00% | Reduce -26.9% | 12,440 | $458K |
| Motco | 0.04% | No change | 12,372 | $456K |
| Jessup Wealth Management, Inc | 0.14% | No change | 12,324 | $454K |
| PFG Advisors | 0.02% | Add +1.0% | 12,315 | $454K |
| Obermeyer Wealth Partners | 0.02% | No change | 12,285 | $453K |
| American Financial Advisors, LLC | 0.05% | Add +1.0% | 12,232 | $451K |
| Sage Mountain Advisors LLC | 0.03% | No change | 12,189 | $449K |
| Falcon Wealth Planning | 0.03% | No change | 12,178 | $449K |
| Tailwinds Wealth, LLC | 0.26% | New | 12,137 | $447K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $447K |
| Burk Holdings LLC | 0.16% | Add +0.1% | 12,090 | $445K |
| Bluespring Wealth Management, LLC | 0.01% | New | 11,979 | $441K |
| Mgo One Seven LLC | 0.01% | Add +19.6% | 11,926 | $439K |
| Tableaux LLC | 0.18% | No change | 11,907 | $439K |
| MPWM Advisory Solutions, LLC | 0.20% | Reduce -0.3% | 11,854 | $437K |
| Threadgill Financial, LLC | 0.18% | No change | 11,718 | $432K |
| Certuity, LLC | 0.02% | Reduce -16.2% | 11,463 | $422K |
| Joel Adams & Associates, Inc. | 0.27% | Add +1.1% | 11,407 | $420K |
| AlphaStar Capital Management, LLC | 0.03% | New | 11,305 | $416K |
| Curi Capital, LLC | 0.01% | No change | 11,085 | $408K |
| Baird Financial Group, Inc. | 0.00% | Add +2.0% | 11,064 | $408K |
| MJP Associates Inc. | 0.04% | Add +0.2% | 10,935 | $403K |
| Advisor OS, LLC | 0.03% | Add +0.2% | 10,935 | $403K |
| Gemmer Asset Management LLC | 0.03% | Reduce -2.8% | 10,895 | $401K |
| Shotwell Rutter Baer Inc | 0.22% | Reduce -0.8% | 10,864 | $400K |
| Abundance Wealth Counselors | 0.03% | No change | 10,706 | $394K |
| HRT Financial LP | 0.00% | New | 10,712 | $394K |
| Cladis Investment Advisory, LLC | 0.18% | No change | 10,443 | $385K |
| Oak Wealth Advisors LLC | 0.18% | Add +0.7% | 10,417 | $384K |
| Sage Financial Group Inc. | 0.02% | No change | 10,263 | $378K |
| Silver Coast Investments LLC | 0.11% | Add +1.1% | 10,240 | $377K |
| Caprock Group, LLC | 0.01% | No change | 10,206 | $376K |
| Kelly Financial Group LLC | 0.08% | Reduce -0.3% | 10,154 | $374K |
| Dunhill Financial, LLC | 0.08% | Reduce -18.5% | 10,137 | $373K |
| Sensenig Capital Advisors, Inc | 0.34% | Reduce -7.5% | 10,050 | $370K |
| Clayton Financial Group LLC | 0.20% | No change | 10,035 | $370K |
| HUB Investment Partners, LLC | 0.01% | No change | 9,988 | $368K |
| Essential Planning, LLC. | 0.10% | Add +1.2% | 9,803 | $361K |
| Huntington National Bank | 0.00% | Reduce -5.8% | 9,796 | $361K |
| Chico Wealth RIA | 0.19% | Add +0.6% | 9,791 | $361K |
| Sheets Smith Wealth Management | 0.04% | No change | 9,717 | $358K |
| NorthAvenue LLC | 0.26% | Add +0.0% | 9,687 | $357K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.6% | 9,447 | $348K |
| Kovack Advisors, Inc. | 0.02% | No change | 9,520 | $347K |
| V2 Financial group LLC | 0.13% | Add +0.7% | 9,366 | $345K |
| Ritholtz Wealth Management | 0.01% | New | 9,313 | $343K |
| Lido Advisors, LLC | 0.00% | Add +19.2% | 9,310 | $343K |
| Brookstone Capital Management | 0.00% | No change | 9,301 | $343K |
| Clearstead Advisors, LLC | 0.00% | No change | 9,257 | $341K |
| Wesbanco Bank Inc. | 0.01% | No change | 9,111 | $336K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -0.3% | 9,023 | $332K |
| Ancora Advisors LLC | 0.01% | Reduce -3.0% | 8,883 | $327K |
| Rossby Financial, LCC | 0.06% | Reduce -17.0% | 8,872 | $327K |
| Samalin Investment Counsel, LLC | 0.10% | Reduce -0.3% | 8,863 | $327K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -4.7% | 8,730 | $321K |
| BWM Planning, LLC | 0.07% | Add +1.1% | 8,699 | $320K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Add +0.1% | 8,609 | $317K |
| Xcelsior Advisor Partners LLC | 0.04% | New | 8,590 | $316K |
| Private Trust Co. NA | 0.03% | Add +9.6% | 8,587 | $316K |
| Everest Private Wealth | 0.12% | No change | 8,585 | $316K |
| MB Generational Wealth, LLC | 0.15% | Reduce -8.7% | 8,490 | $313K |
| Sound Income Strategies, LLC | 0.01% | New | 8,384 | $309K |
| Modern Wealth Management, LLC | 0.00% | Add +2.7% | 8,297 | $306K |
| Optima Capital LLC | 0.12% | Add +1.0% | 8,252 | $304K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.4% | 8,222 | $303K |
| Forefront Wealth Partners, LLC | 0.09% | New | 8,211 | $302K |
| Trust Point Inc. | 0.03% | Reduce -29.6% | 8,106 | $299K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 7,981 | $294K |
| FFT Wealth Management LLC | 0.05% | No change | 7,967 | $293K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -22.4% | 7,906 | $291K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 7,875 | $290K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 7,732 | $288K |
| SCS Capital Management LLC | 0.00% | Reduce -49.2% | 7,745 | $285K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 7,734 | $285K |
| Planning Alternatives Ltd. | 0.03% | New | 7,713 | $284K |
| Bokf, NA | 0.00% | Add +74.4% | 7,702 | $284K |
| Atlas Wealth LLC | 0.05% | No change | 7,619 | $281K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 7,610 | $280K |
| Canvas Wealth Advisors, LLC | 0.04% | No change | 7,543 | $278K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.5% | 7,543 | $278K |
| Harbour Investments, Inc. | 0.00% | No change | 7,441 | $274K |
| Advisory Services Network, LLC | 0.00% | Add +38.2% | 7,420 | $273K |
| Cedar Point Capital Partners, LLC | 0.16% | No change | 7,420 | $273K |
| Milestone Asset Management Group, LLC | 0.14% | Reduce -12.4% | 7,360 | $271K |
| Arbor Wealth Advisors LLC | 0.16% | No change | 7,267 | $268K |
| AdvisorNet Financial, Inc | 0.01% | Add +14.7% | 7,154 | $264K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +8.7% | 7,091 | $261K |
| Cadent Capital Advisors, LLC | 0.05% | No change | 6,964 | $257K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -1.4% | 6,948 | $256K |
| Perennial Advisors, LLC | 0.04% | New | 6,931 | $255K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 6,925 | $254K |
| RHS Financial, LLC | 0.10% | No change | 6,891 | $254K |
| Blue Fin Capital, Inc. | 0.04% | New | 6,760 | $249K |
| Abacus Wealth Partners, LLC | 0.03% | Add +0.1% | 6,721 | $248K |
| FSA Advisors, Inc. | 0.11% | Reduce -13.5% | 6,701 | $247K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 6,671 | $246K |
| Sigma Planning Corp | 0.01% | New | 6,503 | $240K |
| Waterloo Capital, L.P. | 0.01% | Reduce -0.8% | 6,475 | $239K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -21.2% | 6,474 | $238K |
| Great Oak Capital Partners, LLC | 0.05% | Add +1.1% | 6,534 | $237K |
| Holistic Financial Partners | 0.14% | Add +1.0% | 6,382 | $235K |
| Compound Planning, Inc. | 0.01% | Add +2.6% | 6,360 | $234K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,286 | $232K |
| First Citizens Bank & Trust Co. | 0.00% | Add +5.9% | 6,248 | $230K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 6,103 | $225K |
| Orin Green Financial, LLC | 0.08% | No change | 6,087 | $224K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 6,075 | $224K |
| City State Bank | 0.05% | No change | 6,000 | $221K |
| Hutchens & Kramer Investment Management Group, LLC | 0.06% | No change | 5,933 | $219K |
| True Wealth Design, LLC | 0.05% | Reduce -4.5% | 5,874 | $216K |
| Moors & Cabot, Inc. | 0.01% | New | 5,828 | $215K |
| American Capital Advisory, LLC | 0.08% | No change | 5,789 | $213K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -9.7% | 5,771 | $213K |
| Elevation Wealth Partners, LLC | 0.06% | Add +250.9% | 5,710 | $210K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +2.8% | 5,680 | $209K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +0.3% | 5,658 | $208K |
| Rodgers & Associates, LTD | 0.02% | New | 5,636 | $208K |
| Sowell Financial Services LLC | 0.01% | Reduce -30.3% | 5,628 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.9% | 5,575 | $205K |
| BDFS Capital LLC | 0.09% | Reduce -24.8% | 5,574 | $205K |
| Arbor Investment Advisors, LLC | 0.02% | New | 5,552 | $205K |
| NBT Bank, N.A. | 0.01% | Reduce -74.8% | 5,539 | $204K |
| Financial Strategies Group, Inc. | 0.03% | No change | 5,586 | $204K |
| Grove Street Fiduciary, LLC | 0.09% | New | 5,509 | $203K |
| Davidson Trust Co. | 0.08% | New | 5,490 | $202K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,295 | $195K |
| Rialto Wealth Management, LLC | 0.04% | Add +485.6% | 5,171 | $191K |
| Investors Research Corp | 0.03% | No change | 4,911 | $181K |
| Vanguard Advisers Inc. | 0.00% | No change | 4,628 | $170K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,574 | $169K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.5% | 4,389 | $162K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.3% | 4,374 | $161K |
| Coston, McIsaac & Partners | 0.03% | Reduce -2.3% | 4,172 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.1% | 4,131 | $152K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.6% | 4,120 | $149K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -42.0% | 3,948 | $145K |
| Kings Path Partners LLC | 0.04% | No change | 3,916 | $144K |
| Golden State Wealth Management, LLC | 0.01% | No change | 3,883 | $143K |
| Cordant, Inc. | 0.05% | New | 3,811 | $140K |
| Parallel Advisors, LLC | 0.00% | No change | 3,640 | $134K |
| Bank of Montreal | 0.00% | Add +73.3% | 3,461 | $128K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,378 | $124K |
| Navigoe, LLC | 0.06% | No change | 3,144 | $115K |
| JNBA Financial Advisors | 0.01% | No change | 3,107 | $114K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $93K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 2,475 | $91K |
| Orion Capital Management LLC | 0.03% | Reduce -6.5% | 2,431 | $90K |
| Financial Consulate, Inc. | 0.01% | No change | 2,413 | $89K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 2,308 | $85K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,281 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 2,269 | $84K |
| Align Financial, LLC | 0.04% | No change | 2,077 | $77K |
| Harbor Asset Planning, Inc. | 0.05% | Add +1.1% | 1,960 | $72K |
| Copia Wealth Management | 0.04% | No change | 1,893 | $70K |
| CX Institutional | 0.00% | Add +13.9% | 1,856 | $68K |
| Miller Capital Partners, Inc. | 0.02% | No change | 1,718 | $63K |
| Olistico Wealth, LLC | 0.02% | Add +0.6% | 1,580 | $58K |
| Owl Creek Wealth Partners LLC | 0.02% | Add +1.0% | 1,565 | $58K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,539 | $57K |
| Nemes Rush Group LLC | 0.00% | Reduce -48.4% | 1,459 | $54K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +4.2% | 1,440 | $53K |
| Oakmont Advisory Group, LLC | 0.04% | New | 1,378 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,353 | $50K |
| Southern Michigan Bank & Trust | 0.02% | New | 1,301 | $48K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,279 | $47K |
| Key Financial Inc | 0.01% | No change | 1,225 | $45K |
| Pillar Financial Advisors, LLC | 0.02% | Add +0.5% | 1,146 | $42K |
| Trust Co. of Vermont | 0.00% | — | 1,132 | $42K |
| Continuum Advisory, LLC | 0.00% | New | 1,102 | $41K |
| Ameriflex Group, Inc. | 0.01% | New | 975 | $36K |
| Horizon Investments, LLC | 0.00% | New | 935 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 917 | $34K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -14.9% | 884 | $33K |
| AlphaCore Capital LLC | 0.00% | New | 834 | $31K |
| Go Invest LLC | 0.01% | Add +17.8% | 727 | $27K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.9% | 640 | $24K |
| Winch Advisory Services, LLC | 0.00% | Add +1.0% | 604 | $22K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $21K |
| Birchwood Financial Partners, Inc. | 0.02% | Add +1.0% | 520 | $19K |
| Downshift Financial, LLC | 0.01% | New | 486 | $18K |
| Franklin Resources Inc. | 0.00% | No change | 408 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 393 | $14K |
| First Bancorp, Inc | 0.01% | New | 385 | $14K |
| SHP Wealth Management | 0.00% | New | 375 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 331 | $12K |
| Spire Wealth Management | 0.00% | Reduce -91.4% | 294 | $11K |
| Evolution Wealth Management Inc. | 0.01% | No change | 282 | $10K |
| Tsfg, LLC | 0.00% | Add +1.1% | 266 | $10K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 248 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -7.4% | 213 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -2.3% | 173 | $6K |
| Nalls Sherbakoff Group, LLC | 0.00% | Add +0.6% | 169 | $6K |
| CENTRAL TRUST Co | 0.00% | Reduce -55.5% | 159 | $6K |
| Simplex Trading, LLC | 0.00% | Add +56.1% | 89 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 43 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $405 |
"% 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.