Dimensional Core FixedDFCFETF
13F holders, Q2 2026 (June 30)510holders +26
47new positions
21sold out
2famous investors
$42.21avg. 13F price*
At the end of Q2 2026, 510 institutions reported holding Dimensional Core Fixed Inc. (DFCF) in their 13F filings, up 26 from Q1 2026. 47 opened new positions and 21 sold out. The largest holders were Truepoint, Inc. ($568.9M), Prudential Financial Inc. ($543.5M) and Factory Mutual Insurance Co. ($426.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Core Fixed Inc.
- CUSIP
- 25434V872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $141.2M |
| Exits | 21 | $21.9M |
All 13F filers, Q1 2026 → Q2 2026: 27,231,516 shares bought and 3,269,853 shares sold, net +23,961,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Truepoint, Inc. | 11.87% | Add +3.2% | 13,477,146 | $568.9M |
| Prudential Financial Inc. | 0.59% | Add +18.9% | 12,875,670 | $543.5M |
| Factory Mutual Insurance Co. | 4.00% | Add +122.4% | 10,093,835 | $426.1M |
| Petersen Hastings Wealth Advisors Inc. | 17.42% | Add +7.6% | 4,918,874 | $207.6M |
| Apella Capital, LLC | 2.77% | Add +5.9% | 4,667,514 | $196.1M |
| True Link Financial Advisors, LLC | 10.83% | Add +4.0% | 4,435,777 | $187.2M |
| Elser Financial Planning, Inc | 8.08% | Add +5.2% | 4,417,313 | $186.5M |
| Acropolis Investment Management, LLC | 6.77% | Add +17.1% | 4,065,684 | $171.6M |
| Beacon Pointe Advisors, LLC | 0.77% | Add +4.9% | 3,897,346 | $164.5M |
| Great Waters Wealth Management | 14.99% | Add +10.4% | 3,833,555 | $161.8M |
| Root Financial Partners, LLC | 6.29% | Add +18.0% | 3,833,356 | $161.8M |
| Vise Technologies, Inc. | 1.76% | Add +49.7% | 3,679,427 | $155.3M |
| OneDigital Investment Advisors LLC | 1.24% | Add +4.2% | 3,476,475 | $146.7M |
| F/m Investments LLC | 7.32% | Add +12.4% | 3,413,260 | $144.1M |
| Savant Capital, LLC | 0.42% | Reduce -3.7% | 3,399,250 | $143.5M |
| Beaird Harris Wealth Management, LLC | 8.72% | Add +2.1% | 3,296,316 | $139.1M |
| DiNuzzo Private Wealth, Inc. | 11.51% | Add +9.4% | 2,757,601 | $116.4M |
| Phillips Financial Management, LLC | 8.04% | Add +2.9% | 2,598,931 | $109.7M |
| Allworth Financial LP | 0.46% | Reduce -20.9% | 2,575,681 | $108.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +18.3% | 2,127,154 | $89.8M |
| Stratos Investment Management, LLC | 3.16% | Add +3.6% | 2,069,549 | $87.4M |
| WPWealth LLP | 12.90% | Add +3.1% | 2,059,749 | $86.9M |
| Core Wealth Management, Inc. | 22.35% | Add +6.4% | 1,884,045 | $79.5M |
| HighTower Advisors, LLC | 0.07% | Add +1.2% | 1,785,768 | $75.4M |
| Rather & Kittrell, Inc. | 10.15% | Add +8.0% | 1,719,977 | $72.6M |
| Market Street Wealth Management Advisors LLC | 9.56% | Add +3.3% | 1,592,020 | $67.2M |
| Creative Capital Management Investments LLC | 14.56% | Add +8.8% | 1,495,183 | $63.1M |
| Graves Light Lenhart Wealth, Inc. | 5.44% | Add +7.3% | 1,382,349 | $58.3M |
| GeoWealth Management, LLC | 1.83% | Add +3.6% | 1,380,920 | $58.3M |
| Pathstone Holdings, LLC | 0.17% | Add +0.7% | 1,379,508 | $58.2M |
| Betterment LLC | 0.10% | Add +7.6% | 1,351,950 | $57.1M |
| LPL Financial LLC | 0.01% | Add +14.1% | 1,275,520 | $53.8M |
| RW Investment Management LLC | 4.66% | Add +1.2% | 1,256,426 | $53.0M |
| Strathmore Capital Advisors, Inc. | 14.06% | Add +4.2% | 1,254,034 | $52.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.2% | 1,163,243 | $49.1M |
| Heffernan Advisory, Inc. | 40.58% | Reduce -1.9% | 1,148,842 | $48.5M |
| Raymond James Financial Inc. | 0.01% | Add +7.6% | 1,145,551 | $48.4M |
| Citadel Advisors | 0.03% | Add +280.6% | 1,109,928 | $46.9M |
| Pure Financial Advisors, LLC | 0.59% | Add +3.9% | 1,088,752 | $46.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +50.4% | 975,031 | $41.2M |
| HBK Sorce Advisory LLC | 0.80% | Reduce -1.4% | 979,852 | $41.0M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +27.3% | 964,946 | $40.7M |
| Ullmann Wealth Partners Group, LLC | 3.65% | Add +4.0% | 950,483 | $40.1M |
| Parkshore Wealth Management, Inc. | 10.89% | Add +22.6% | 898,068 | $37.9M |
| Great Oak Capital Partners, LLC | 8.07% | Add +9.9% | 893,243 | $37.3M |
| Annandale Capital, LLC | 5.53% | Add +1.5% | 884,325 | $37.3M |
| Bluespring Wealth Management, LLC | 0.71% | Add +38.3% | 873,444 | $36.9M |
| Royal Bank of Canada | 0.01% | Add +9.7% | 866,442 | $36.6M |
| Tencap Wealth Coaching, LLC | 11.39% | Add +7.5% | 850,105 | $35.9M |
| Meeder Advisory Services, Inc. | 1.30% | New | 842,494 | $35.6M |
| BCR Wealth Strategies, LLC | 9.79% | Add +9.9% | 825,494 | $34.8M |
| Aspen Capital Management, LLC | 7.68% | Add +0.2% | 824,636 | $34.8M |
| Opus Capital Group, LLC | 3.31% | Add +5.8% | 809,244 | $34.2M |
| HFM Investment Advisors, LLC | 11.94% | Add +2.3% | 806,725 | $34.1M |
| Hiley Hunt Wealth Management | 12.63% | Add +5.4% | 757,059 | $32.0M |
| Tillman Hartley LLC | 7.04% | Add +10.5% | 742,314 | $31.3M |
| Dynamic Advisor Solutions LLC | 0.88% | Reduce -0.4% | 735,680 | $31.1M |
| Ferguson Johnson Wealth Management Inc | 22.58% | Add +4.9% | 733,815 | $31.0M |
| TruNorth Capital Management, LLC | 4.97% | Add +15.6% | 733,429 | $31.0M |
| DAVENPORT & Co LLC | 0.16% | Add +37.4% | 728,519 | $30.8M |
| Leading Edge Financial Planning LLC | 5.44% | Add +13.8% | 723,730 | $30.5M |
| Susquehanna International Group, LLP | 0.03% | New | 715,438 | $30.2M |
| DecisionPoint Financial, LLC | 5.47% | Add +10.9% | 701,524 | $29.6M |
| Liberty Wealth Management LLC | 3.60% | No change | 681,228 | $28.8M |
| Regimen Wealth, LLC | 7.62% | Add +3.0% | 669,870 | $28.3M |
| Pioneer Wealth Management Group | 6.76% | Add +4.7% | 663,083 | $28.0M |
| Krilogy Financial LLC | 0.81% | Add +5.5% | 646,124 | $27.3M |
| Tassel Capital Management, Inc. | 12.38% | Reduce -7.6% | 626,620 | $26.4M |
| Alpha Financial Advisors, LLC | 7.36% | Add +14.3% | 624,792 | $26.4M |
| Sterling Wealth Management, Inc. | 6.54% | Add +3.2% | 623,012 | $26.3M |
| Assetmark, Inc. | 0.04% | Add +8.2% | 597,541 | $25.2M |
| Cetera Investment Advisers | 0.02% | Add +78.3% | 588,020 | $24.8M |
| Arax Advisory Partners | 0.16% | Add +300.5% | 581,581 | $24.5M |
| Note Advisors, LLC | 10.60% | Add +21.5% | 579,174 | $24.4M |
| Financial Plan, Inc. | 2.31% | Add +13.4% | 576,998 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 547,090 | $23.2M |
| Verisail Partners, LLC | 8.57% | Add +4.3% | 547,489 | $23.1M |
| CFS Investment Advisory Services, LLC | 1.53% | Add +3.0% | 544,478 | $23.0M |
| Physician Wealth Solutions Inc. | 8.69% | Add +3.8% | 542,729 | $22.9M |
| Osaic Holdings, Inc. | 0.03% | Add +35.8% | 541,118 | $22.8M |
| Diversify Advisory Services, LLC | 0.38% | New | 547,013 | $22.8M |
| Diversify Wealth Management, LLC | 0.38% | Add +7.8% | 547,013 | $22.8M |
| AE Wealth Management LLC | 0.11% | Add +0.9% | 538,163 | $22.7M |
| Farther Finance Advisors, LLC | 0.18% | Reduce -14.6% | 537,855 | $22.7M |
| BCO Wealth Management LLC | 12.21% | Add +2.8% | 530,572 | $22.4M |
| Harbour Investments, Inc. | 0.29% | Add +6.2% | 516,715 | $21.8M |
| Aurelius Family Office LLC | 8.42% | Add +5.2% | 506,366 | $21.4M |
| Babb Wealth Advisors LLC | 10.22% | Add +8.6% | 502,526 | $21.2M |
| Moller Wealth Partners | 3.80% | Add +4.2% | 497,866 | $21.0M |
| Momentous Wealth Management, Inc. | 10.57% | Add +7.6% | 488,859 | $20.6M |
| Vermillion Wealth Management, Inc. | 4.86% | Reduce -2.3% | 482,080 | $20.3M |
| Chicago Partners Investment Group LLC | 0.39% | Add +9.4% | 471,187 | $19.5M |
| Truist Financial Corp. | 0.02% | Add +23.5% | 455,846 | $19.2M |
| Bannerman Wealth Management Group, LLC | 11.03% | Add +14.5% | 447,697 | $18.9M |
| Revolve Wealth Partners, LLC | 1.94% | Add +2.1% | 442,818 | $18.7M |
| Integrity Investment Advisors, LLC | 8.09% | Add +76.8% | 440,497 | $18.6M |
| Guardian Wealth Management, LLC | 5.13% | Add +7.4% | 433,642 | $18.3M |
| Blume Capital Management, Inc. | 2.68% | Reduce -6.4% | 427,481 | $18.0M |
| Bank of America Corp. | 0.00% | Add +10.1% | 423,743 | $17.9M |
| Dravo Bay LLC | 6.09% | Add +16.9% | 416,839 | $17.6M |
| RCS Financial Planning, LLC | 8.27% | Add +0.4% | 413,979 | $17.5M |
| Vermillion & White Wealth Management Group, LLC | 8.73% | Add +2.1% | 407,548 | $17.3M |
| Riverchase Wealth Management, LLC | 8.03% | Add +3.5% | 408,292 | $17.2M |
| City State Bank | 3.80% | Add +6.8% | 392,935 | $16.6M |
| Wheels Up Wealth, Inc. | 13.92% | Add +7.9% | 388,885 | $16.4M |
| Modera Wealth Management, LLC | 0.17% | Add +89.3% | 386,395 | $16.3M |
| Beacon Harbor Wealth Advisors, Inc. | 3.16% | Add +91.1% | 390,392 | $16.2M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -11.3% | 380,842 | $16.1M |
| Rational Advisors, Inc. | 1.54% | Add +2.6% | 378,744 | $16.0M |
| Meredith Wealth Planning | 3.75% | Add +7.2% | 376,067 | $15.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +16.0% | 377,423 | $15.8M |
| BWM Planning, LLC | 3.63% | Add +8.8% | 370,444 | $15.6M |
| HB Wealth Management, LLC | 0.09% | Add +41.6% | 360,320 | $15.2M |
| Client 1ST Advisory Group, LLC | 4.08% | Add +3.0% | 360,171 | $15.2M |
| Johnson Wealth Management, LLC | 6.40% | Add +12.7% | 358,179 | $15.1M |
| EP Wealth Advisors, LLC | 0.06% | Add +3.4% | 351,672 | $14.8M |
| Financial Symmetry Inc | 4.95% | Add +4.8% | 351,212 | $14.8M |
| IMA Advisory Services, Inc. | 0.92% | New | 349,716 | $14.8M |
| Park Avenue Securities LLC | 0.09% | Add +38.6% | 348,193 | $14.7M |
| Mattern Wealth Management LLC | 2.41% | Add +1.3% | 348,041 | $14.7M |
| XY Planning Network, Inc. | 1.83% | Add +11.8% | 345,812 | $14.6M |
| Kings Path Partners LLC | 3.87% | Add +5.5% | 344,663 | $14.5M |
| Legacy Financial Group, Inc. | 3.37% | Add +2.8% | 342,537 | $14.5M |
| Integrity Alliance, Llc. | 0.45% | Reduce -8.5% | 341,391 | $14.4M |
| Vestmark Advisory Solutions, Inc. | 0.13% | No change | 335,331 | $14.2M |
| Heritage Wealth Management, Inc./Texas | 5.44% | Add +7.5% | 334,600 | $14.1M |
| Wolfstich Capital, LLC | 10.87% | New | 333,767 | $14.1M |
| One Degree Advisors Inc | 3.08% | Add +2.8% | 327,344 | $13.8M |
| Kane Co Wealth Management, Inc. | 10.30% | Add +12.6% | 321,704 | $13.6M |
| SageOak Financial, LLC | 8.52% | Add +4.9% | 308,950 | $13.0M |
| Daner Wealth Management, LLC | 6.99% | Reduce -0.3% | 308,556 | $12.9M |
| Essential Planning, LLC. | 3.62% | Add +15.3% | 303,658 | $12.8M |
| Parkwoods Wealth Partners, LLC | 2.05% | Add +3958.6% | 302,287 | $12.8M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +184.8% | 298,145 | $12.6M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -5.0% | 297,099 | $12.5M |
| Sterling Wealth Advisors Inc | 6.80% | Add +9.2% | 296,233 | $12.5M |
| Savvy Advisors, Inc. | 0.27% | Add +31.6% | 293,641 | $12.4M |
| Graver Capital Management, LLC | 8.80% | Reduce -3.1% | 292,786 | $12.4M |
| DeLarme Wealth Management, Inc. | 7.10% | Add +11.7% | 290,189 | $12.2M |
| Yardley Wealth Management LLC | 5.52% | Add +7.8% | 287,908 | $12.2M |
| BCU Wealth Advisors, LLC | 4.00% | Add +7.8% | 285,657 | $12.1M |
| Burk Holdings LLC | 4.46% | Add +17.6% | 285,493 | $12.1M |
| Collective Family Office LLC | 2.45% | Add +5.4% | 284,278 | $12.0M |
| ERn Financial, LLC | 1.97% | Add +7.2% | 282,203 | $11.9M |
| Concord Wealth Partners | 1.36% | Reduce -0.9% | 281,934 | $11.9M |
| Integrity Advisory Solutions, LLC | 1.21% | Add +18.9% | 278,140 | $11.7M |
| First Financial Group Corp | 8.41% | Add +47.6% | 275,791 | $11.6M |
| Optimus Capital Advisors, LLC | 6.18% | Add +6.2% | 272,631 | $11.5M |
| Foundry Financial LLC | 3.86% | Add +22.9% | 271,200 | $11.4M |
| Fiduciary Financial Advisors | 1.16% | Add +260.7% | 270,750 | $11.4M |
| Coston, McIsaac & Partners | 2.29% | Add +19.6% | 269,657 | $11.4M |
| SpringVest Wealth Management LLC | 6.96% | Reduce -2.1% | 261,998 | $11.1M |
| Corient Private Wealth LP | 0.02% | Add +10.4% | 260,046 | $11.0M |
| SC&H Financial Advisors, Inc. | 1.41% | Add +10.4% | 251,315 | $10.6M |
| SeedSafe Financial LLC | 7.61% | Add +7.3% | 250,299 | $10.6M |
| Beacon Hill Wealth Management LTD. | 7.20% | — | 246,146 | $10.4M |
| ArborFi Advisors, LLC | 7.50% | Add +4.5% | 245,047 | $10.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.51% | Add +11.1% | 243,899 | $10.3M |
| Keating Financial Advisory Services, Inc. | 1.34% | Add +35.8% | 241,705 | $10.2M |
| Mariner, LLC | 0.01% | Reduce -16.8% | 235,345 | $9.9M |
| Ledgewood Wealth Advisors, LLC | 5.27% | Reduce -5.6% | 235,302 | $9.9M |
| United Wealth Management, LLC | 2.18% | Add +1.8% | 229,619 | $9.7M |
| Berger Financial Group, Inc | 0.48% | Reduce -9.4% | 222,462 | $9.4M |
| Focus Partners Wealth | 0.01% | Add +2.4% | 220,457 | $9.3M |
| Signature Estate & Investment Advisors LLC | 0.16% | Add +31.4% | 217,073 | $9.2M |
| Approach Retirement Advisors, LLC | 6.57% | Add +22.3% | 214,289 | $9.0M |
| Creative Financial Designs Inc. | 0.43% | Add +141306.0% | 212,109 | $9.0M |
| AA Financial Advisors, LLC | 1.07% | Add +2.6% | 211,291 | $8.9M |
| Creative Planning | 0.01% | Reduce -5.5% | 210,072 | $8.9M |
| Wealth Dimensions Group, Ltd. | 1.56% | Reduce -8.7% | 206,965 | $8.7M |
| Kestra Investment Management, LLC | 0.17% | Reduce -38.8% | 205,463 | $8.7M |
| Triune Financial Partners, LLC | 1.72% | Add +60.4% | 195,428 | $8.2M |
| Heritage Investment Group, Inc. | 1.10% | Add +2.4% | 194,715 | $8.2M |
| Bay Harbor Wealth Management, LLC | 1.87% | Add +2.6% | 192,203 | $8.1M |
| LVZ, Inc. | 0.82% | Add +7.5% | 190,528 | $8.0M |
| marrick wealth, LLC | 5.69% | Add +2.7% | 189,699 | $8.0M |
| Herold Advisors, Inc. | 1.57% | Add +8.2% | 188,195 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +12.9% | 187,042 | $7.9M |
| Parker Financial LLC | 2.84% | Add +5.6% | 184,346 | $7.8M |
| IFG Advisory, LLC | 0.27% | Add +1333.0% | 179,554 | $7.6M |
| CLG LLC | 1.65% | Add +6.7% | 178,474 | $7.5M |
| Vested Financial Planning, LLC | 5.04% | Add +2.0% | 177,825 | $7.5M |
| AssuredPartners Investment Advisors, LLC | 0.72% | Add +1.9% | 175,724 | $7.4M |
| Sutton Place Investors LLC | 3.58% | Add +0.7% | 175,236 | $7.4M |
| RHL Group, LLC | 6.15% | Reduce -56.5% | 175,981 | $7.4M |
| CGN Advisors LLC | 0.53% | Add +1.8% | 172,063 | $7.3M |
| Wealthspire Advisors, LLC | 0.04% | Add +105.0% | 171,615 | $7.2M |
| Austin Wealth Management, LLC | 1.51% | Add +1.2% | 170,408 | $7.2M |
| 3 Factor Indexing, LLC | 5.96% | Add +279.9% | 166,912 | $7.0M |
| Citrine Capital LLC | 2.57% | Add +0.2% | 164,294 | $6.9M |
| Cherry Tree Wealth Management, LLC | 1.30% | Add +93.5% | 163,979 | $6.9M |
| Physician Wealth Advisors, Inc. | 0.80% | Add +55.3% | 159,564 | $6.7M |
| SageView Advisory Group, LLC | 0.22% | Reduce -8.8% | 158,837 | $6.7M |
| Navigoe, LLC | 3.49% | Add +2.7% | 157,994 | $6.7M |
| Acorn Wealth Advisors, LLC | 1.62% | Add +8.7% | 157,839 | $6.7M |
| Summit Wealth Group LLC / Co. | 0.54% | Add +1.6% | 155,950 | $6.6M |
| Mather Group, Llc. | 0.06% | Add +9.3% | 155,357 | $6.6M |
| Sax Wealth Advisors, LLC | 0.26% | Reduce -21.8% | 152,212 | $6.4M |
| Sowell Financial Services LLC | 0.21% | Add +0.5% | 151,589 | $6.4M |
| Advisory Services Network, LLC | 0.07% | Add +1.8% | 149,119 | $6.3M |
| AdvisorNet Financial, Inc | 0.29% | Add +5.5% | 148,160 | $6.3M |
| SJS Investment Consulting Inc. | 0.67% | Reduce -23.9% | 146,198 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.1% | 145,106 | $6.1M |
| Wealthspan Partners, LLC | 1.92% | Reduce -19.1% | 144,142 | $6.1M |
| DiPaolo Financial Group, Inc. | 3.84% | Add +5.0% | 139,188 | $5.9M |
| First PREMIER Bank | 0.92% | Add +228.8% | 135,412 | $5.7M |
| Applied Capital LLC | 1.84% | Add +3.3% | 135,391 | $5.7M |
| Winebrenner Capital Management LLC | 3.48% | Reduce -9.4% | 135,387 | $5.7M |
| Arnold Financial Planning LLC | 4.26% | Add +1.0% | 135,325 | $5.7M |
| Vantage Point Financial LLC | 1.74% | Add +5.5% | 134,866 | $5.7M |
| Arcadia Wealth Management, Inc. | 2.71% | Add +2.5% | 134,631 | $5.7M |
| PFG Advisors | 0.28% | Add +5.9% | 133,887 | $5.7M |
| Tru Independence Asset Management 2, LLC | 3.02% | Reduce -6.7% | 132,027 | $5.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +14.9% | 131,866 | $5.6M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | Add +14.9% | 131,809 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +13.9% | 131,154 | $5.5M |
| AlphaStar Capital Management, LLC | 0.35% | Add +7.4% | 130,486 | $5.5M |
| Cogent Private Wealth, Inc. | 3.39% | Reduce -1.9% | 128,685 | $5.4M |
| Accurate Wealth Management, LLC | 0.52% | Add +389.2% | 129,193 | $5.4M |
| Cornerstone Wealth Partners, LLC | 2.52% | Add +16.1% | 128,374 | $5.4M |
| Strategic Investment Solutions, Inc. | 1.23% | Reduce -2.3% | 128,058 | $5.4M |
| Porter White Investment Advisors, Inc. | 2.07% | Reduce -4.5% | 127,527 | $5.4M |
| Live Oak Private Wealth LLC | 0.67% | Add +33.7% | 127,037 | $5.4M |
| FinDec Wealth Services, Inc. | 6.30% | Add +17.3% | 126,375 | $5.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.02% | Add +0.1% | 126,247 | $5.3M |
| Forum Financial Management, LP | 0.07% | Add +0.4% | 125,872 | $5.3M |
| Pacific Asset Management, LLC | 2.51% | Add +16.5% | 121,303 | $5.1M |
| Entrewealth, LLC | 1.87% | Add +8.4% | 121,171 | $5.1M |
| DecisionMap Wealth Management, LLC | 2.82% | Add +24.3% | 119,240 | $5.0M |
| Northwest Wealth Management, LLC | 0.63% | Add +2.7% | 113,989 | $4.8M |
| E6 Portfolios, LLC | 3.79% | Add +0.2% | 112,349 | $4.7M |
| Onyx Financial Advisors, LLC | 1.67% | Add +45.1% | 109,828 | $4.6M |
| Greenspring Advisors, LLC | 0.26% | Add +7.1% | 109,030 | $4.6M |
| Index Fund Advisors, Inc. | 0.18% | Add +29.7% | 107,000 | $4.5M |
| Merit Financial Group, LLC | 0.03% | Add +12.7% | 106,318 | $4.5M |
| Summit Financial, LLC | 0.05% | New | 106,097 | $4.5M |
| Donalies Financial Planning, LLC | 3.27% | Add +13.5% | 104,950 | $4.4M |
| Mission Wealth Management, LP | 0.06% | Add +25.6% | 104,535 | $4.4M |
| Wealth Advisors Northwest LLC | 1.49% | Add +3.9% | 103,408 | $4.4M |
| Ruedi Wealth Management, Inc. | 1.01% | Add +0.3% | 101,925 | $4.3M |
| 49 Wealth Management, LLC | 0.81% | Reduce -78.0% | 100,937 | $4.3M |
| Alongside, LLC | 0.81% | — | 100,937 | $4.3M |
| International Private Wealth Advisors LLC | 2.13% | Add +2.8% | 97,878 | $4.1M |
| Family Capital Management, Inc. | 1.60% | Add +3.1% | 97,657 | $4.1M |
| TCP Asset Management, LLC | 0.47% | Add +17.9% | 97,298 | $4.1M |
| Safeguard Investment Advisory Group, LLC | 0.94% | Reduce -7.2% | 96,525 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.8% | 95,370 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -9.5% | 92,844 | $3.9M |
| Apollon Wealth Management, LLC | 0.05% | Add +1179.8% | 92,751 | $3.9M |
| Torren Management, LLC | 1.97% | Reduce -64.4% | 91,748 | $3.9M |
| Diversified Portfolios, Inc. | 0.28% | Add +22.1% | 90,915 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.18% | Add +15.8% | 89,796 | $3.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.46% | Add +20.1% | 89,249 | $3.8M |
| Schulz Wealth, LTD. | 1.91% | — | 87,540 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 87,040 | $3.7M |
| Simplicity Wealth,LLC | 0.12% | Add +3.2% | 86,568 | $3.7M |
| DWR Wealth Management, LLC | 2.71% | Add +22.6% | 85,562 | $3.6M |
| Tradewinds, LLC. | 0.81% | New | 1,561 | $3.6M |
| Professional Financial Solutions LLC | 2.62% | Add +21.8% | 79,915 | $3.4M |
| MB Generational Wealth, LLC | 1.63% | Add +15.8% | 78,892 | $3.3M |
| Canopy Partners, LLC | 1.00% | Reduce -0.3% | 78,586 | $3.3M |
| Alpha Advisors, LLC | 2.38% | Add +1.6% | 75,053 | $3.2M |
| HFG Wealth Management, LLC | 3.19% | Reduce -34.0% | 75,050 | $3.2M |
| Foster Group, Inc. | 0.08% | Add +0.0% | 73,830 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +101.1% | 72,624 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +19.7% | 71,792 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Add +24.4% | 71,298 | $3.0M |
| Foundations Investment Advisors, LLC | 0.03% | Add +17.7% | 70,764 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +2.9% | 70,615 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +3.5% | 69,720 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +1180.0% | 68,747 | $2.9M |
| Curio Wealth, LLC | 0.89% | Reduce -16.3% | 68,267 | $2.9M |
| IFP Advisors, Inc | 0.05% | Add +12.1% | 66,860 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.1% | 65,886 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.1% | 63,966 | $2.7M |
| Citigroup Inc. | 0.00% | Add +66.8% | 63,895 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -42.1% | 60,130 | $2.5M |
| Aegis Wealth Management LLC | 1.19% | Add +7.8% | 60,106 | $2.5M |
| Invst, LLC | 0.24% | Add +33.5% | 58,918 | $2.5M |
| Fiduciary Alliance LLC | 0.17% | Add +9.3% | 58,769 | $2.5M |
| Ancora Advisors LLC | 0.05% | Reduce -8.9% | 58,136 | $2.5M |
| Outbound Financial Inc | 1.59% | Add +10.6% | 58,013 | $2.4M |
| Hartmann Taylor Wealth Management, LLC | 1.62% | No change | 57,957 | $2.4M |
| HTG Investment Advisors, Inc. | 0.63% | New | 57,842 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 56,396 | $2.4M |
| SwitchPoint Financial Planning, LLC | 1.36% | Add +6.1% | 55,955 | $2.4M |
| Rachor Investment Advisory Services, LLC | 1.16% | Add +1.0% | 55,871 | $2.4M |
| Ballast Rock Private Wealth LLC | 1.08% | Add +1.7% | 55,519 | $2.3M |
| Stewardship Advisors, LLC | 0.49% | Add +4.9% | 55,428 | $2.3M |
| WealthSpring Partners, LLC | 2.01% | Add +38.9% | 55,285 | $2.3M |
| Red Lighthouse Investment Management, LLC | 0.69% | No change | 55,000 | $2.3M |
| Evanson Financial, LLC | 0.11% | — | 52,838 | $2.2M |
| ProCore Advisors, LLC | 2.72% | Add +3.9% | 52,013 | $2.2M |
| Abel Hall, LLC | 0.36% | Add +0.5% | 48,945 | $2.1M |
| Selective Wealth Management, Inc. | 0.53% | Add +57.1% | 47,690 | $2.0M |
| LexAurum Advisors, LLC | 0.23% | Add +4.7% | 46,928 | $2.0M |
| Morris Financial Concepts, Inc. | 0.60% | Add +4.2% | 46,140 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.51% | Reduce -35.6% | 44,778 | $1.9M |
| Arista Wealth Management, LLC | 0.20% | No change | 43,088 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.52% | Add +5.9% | 42,895 | $1.8M |
| Cloud Capital Management, LLC | 0.65% | Add +12.5% | 42,426 | $1.8M |
| Landaas & Co. /Wi | 0.31% | Add +48.2% | 39,815 | $1.7M |
| Smartleaf Asset Management LLC | 0.05% | No change | 39,401 | $1.7M |
| Uptick Partners, LLC | 0.26% | Add +12.2% | 38,933 | $1.6M |
| Washington Trust Advisors, Inc. | 0.12% | Add +0.5% | 37,688 | $1.6M |
| Pinney & Scofield, Inc. | 0.77% | Add +0.0% | 37,475 | $1.6M |
| Next Level Wealth Planning, LLC | 0.69% | Add +10.3% | 37,105 | $1.6M |
| Williams & Novak, LLC | 1.04% | Add +5.3% | 36,785 | $1.6M |
| Arcadia Wealth Management, LLC | 0.48% | Reduce -18.1% | 36,593 | $1.5M |
| Cypress Financial Planning LLC | 0.38% | Add +10.3% | 36,546 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 36,488 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.19% | Reduce -0.2% | 36,322 | $1.5M |
| Quantum Financial Advisors, LLC | 0.15% | Reduce -1.7% | 35,847 | $1.5M |
| GEM Asset Management, LLC | 0.59% | Add +44.7% | 35,667 | $1.5M |
| Worth Asset Management, LLC | 0.48% | Reduce -10.7% | 35,370 | $1.5M |
| Keb Asset Management, LLC | 0.24% | Add +31.8% | 35,192 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +14.0% | 34,952 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +27.0% | 34,900 | $1.5M |
| Verus Financial Partners, Inc. | 0.12% | Reduce -18.6% | 34,339 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +4.4% | 34,194 | $1.4M |
| Shearwater Capital LLC | 0.69% | Reduce -0.4% | 33,988 | $1.4M |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.4% | 33,113 | $1.4M |
| Axis Wealth Partners, LLC | 0.67% | Add +0.4% | 32,960 | $1.4M |
| Factor Wealth Management LTD | 0.21% | Reduce -44.9% | 32,847 | $1.4M |
| Innovative Asset Advisors Group, LLC | 0.60% | New | 32,335 | $1.4M |
| Samalin Investment Counsel, LLC | 0.43% | Add +1.0% | 32,012 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +24.2% | 30,296 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +8.7% | 30,095 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -11.3% | 29,556 | $1.2M |
| Andrews, Lucia Wealth Management LLC | 0.64% | Add +7.9% | 28,884 | $1.2M |
| Triad Wealth Partners, LLC | 0.07% | Add +15.7% | 28,761 | $1.2M |
| Investment Advisory Group, LLC | 0.25% | Add +0.8% | 27,219 | $1.1M |
| World Investment Advisors | 0.02% | No change | 26,264 | $1.1M |
| Vestia Personal Wealth Advisors | 0.43% | Reduce -28.7% | 26,133 | $1.1M |
| Wealthcare Capital Management LLC | 0.10% | Add +23.1% | 25,727 | $1.1M |
| Hoxton Planning & Management, LLC | 0.28% | No change | 25,307 | $1.1M |
| Hill Investment Group Partners, LLC | 0.11% | Reduce -14.4% | 25,145 | $1.1M |
| Master's Wealth Management Inc. | 0.32% | Reduce -28.1% | 25,114 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.3% | 25,102 | $1.1M |
| LifeSteps Financial, Inc. | 0.49% | Add +259.6% | 24,731 | $1.0M |
| Ares Financial Consulting, LLC | 0.72% | No change | 23,791 | $1.0M |
| Oceanside Advisors LLC | 0.50% | Add +7.6% | 23,284 | $983K |
| CSP Financial Group, LLC | 0.84% | Add +4.5% | 23,219 | $980K |
| Riverbend Wealth Management, LLC | 0.48% | Add +0.8% | 22,371 | $944K |
| JFS Wealth Advisors, LLC | 0.05% | Add +4.6% | 21,513 | $908K |
| 25 LLC | 0.24% | Add +7.2% | 20,808 | $878K |
| Plan Group Financial, LLC | 0.18% | Reduce -20.8% | 20,336 | $858K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.0% | 20,199 | $853K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -86.0% | 19,847 | $838K |
| Hippocratic Financial Advisors, LLC | 0.31% | Add +0.9% | 19,640 | $829K |
| Ariadne Wealth Management, LP | 0.36% | Reduce -0.1% | 19,492 | $823K |
| Aspen Wealth Management LLC | 0.14% | Add +159.3% | 18,972 | $801K |
| TAGStone Capital, Inc. | 0.25% | Add +0.6% | 18,886 | $797K |
| Two West Capital Advisors LLC | 0.39% | Reduce -9.1% | 18,706 | $784K |
| Visionary Horizons, LLC | 0.33% | Add +55.4% | 18,482 | $780K |
| Awm Capital, LLC | 0.06% | Add +0.7% | 18,426 | $778K |
| Forteris Wealth Management Inc. | 0.63% | Add +101.1% | 18,270 | $771K |
| Forum Private Client Group LLC | 0.23% | Add +2.0% | 18,228 | $769K |
| Firethorn Wealth Partners, LLC | 0.24% | Reduce -4.4% | 17,800 | $751K |
| Builder Investment Group Inc. | 0.15% | Reduce -4.8% | 17,615 | $744K |
| Geometric Wealth Advisors | 0.08% | Add +1.3% | 16,796 | $709K |
| Parkside Financial Bank & Trust | 0.05% | Add +3.3% | 16,687 | $704K |
| Sei Investments Co. | 0.00% | Add +13.3% | 16,327 | $689K |
| Geneos Wealth Management Inc. | 0.01% | Add +35.5% | 16,237 | $685K |
| Ponta Wealth Partners, LLC | 0.36% | Add +131.9% | 16,038 | $677K |
| MML Investors Services, LLC | 0.00% | Add +27.9% | 15,925 | $672K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +10.2% | 15,739 | $664K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.8% | 15,732 | $664K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.46% | Add +6.4% | 15,520 | $655K |
| Spinnaker Investment Group, LLC | 0.10% | Add +41.8% | 15,492 | $654K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -14.3% | 15,298 | $646K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 15,289 | $645K |
| Qube Research & Technologies Ltd | 0.00% | Add +489.9% | 15,126 | $638K |
| Elevate Wealth Advisory, Inc. | 0.35% | Add +1.2% | 14,688 | $620K |
| Avise Financial Cooperative, Inc. | 0.42% | Add +114.1% | 14,011 | $591K |
| Composition Wealth, LLC | 0.01% | Add +143.1% | 13,759 | $581K |
| Mutual Advisors, LLC | 0.01% | Add +25.9% | 13,638 | $576K |
| D.A. Davidson & Co. | 0.00% | Add +6.8% | 12,721 | $537K |
| Plancorp, LLC | 0.01% | Add +1.0% | 12,457 | $521K |
| Natixis Advisors, LLC | 0.00% | New | 12,282 | $518K |
| Mgo One Seven LLC | 0.01% | No change | 12,156 | $513K |
| National Bank of Canada | 0.00% | No change | 11,881 | $503K |
| Allstreet Capital Advisors LLC | 0.33% | Add +4.0% | 11,841 | $500K |
| Five Oceans Advisors | 0.16% | Reduce -27.7% | 11,814 | $499K |
| Allodium Investment Consultants, LLC | 0.21% | Add +5.9% | 11,692 | $494K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +81.0% | 11,587 | $489K |
| Gemmer Asset Management LLC | 0.03% | Add +26.2% | 11,581 | $489K |
| MSH Capital Advisors LLC | 0.08% | Reduce -30.9% | 11,424 | $482K |
| Mills Wealth Advisors LLC | 0.15% | Reduce -44.3% | 11,057 | $467K |
| Hancock Whitney Corp. | 0.01% | New | 11,003 | $464K |
| Aspire Private Capital, LLC | 0.10% | Add +0.1% | 10,950 | $462K |
| Balance Wealth Partners LLC | 0.12% | New | 10,716 | $452K |
| Lutz Financial Services LLC | 0.03% | Reduce -5.2% | 10,574 | $446K |
| Lam Group, Inc. | 0.22% | Add +36.3% | 10,550 | $445K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -13.2% | 10,425 | $440K |
| Old Peak Finance LLC | 0.21% | Add +3.4% | 10,345 | $437K |
| Bright Financial Advisors, Inc. | 0.18% | New | 9,989 | $422K |
| Winnacle Wealth LLC | 0.28% | New | 9,928 | $419K |
| Golden Bell Financial Planning LLC | 0.31% | New | 9,918 | $419K |
| Jacobi Capital Management LLC | 0.02% | Add +0.7% | 9,865 | $416K |
| Everhart Financial Group, Inc. | 0.03% | New | 9,776 | $413K |
| StrongBox Wealth, LLC | 0.11% | No change | 9,503 | $401K |
| Forthright Family Wealth Advisory LLC | 0.22% | Reduce -22.5% | 9,021 | $381K |
| Demming Financial Services Corp. | 0.24% | Add +5.0% | 8,937 | $377K |
| Potentia Wealth | 0.15% | No change | 8,865 | $374K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -4.6% | 8,861 | $374K |
| Beacon Financial Strategies CORP | 0.18% | Add +5.8% | 8,784 | $371K |
| Keel Point, LLC | 0.02% | Add +2.9% | 8,706 | $367K |
| Advyzon Investment Management, LLC | 0.03% | Add +11.1% | 8,592 | $363K |
| Clear Creek Financial Management, LLC | 0.02% | Add +63.7% | 8,548 | $361K |
| Angeles Wealth Management, LLC | 0.02% | New | 8,342 | $352K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.6% | 8,303 | $350K |
| Navigate Wealth Management, LLC | 0.22% | No change | 8,329 | $350K |
| Regions Financial Corp. | 0.00% | New | 8,120 | $343K |
| American Investment Services, Inc. | 0.07% | Add +4.4% | 7,928 | $335K |
| Brookwood Investment Group LLC | 0.04% | Reduce -16.5% | 7,600 | $321K |
| Venture Visionary Partners LLC | 0.01% | New | 7,548 | $319K |
| Vigil Wealth Management, LLC | 0.22% | No change | 7,369 | $311K |
| Victory Financial Group, LLC | 0.03% | Add +8.0% | 7,263 | $307K |
| Stirlingshire Investments, Inc. | 0.23% | Add +11.2% | 7,219 | $305K |
| Matisse Capital | 0.12% | No change | 7,200 | $304K |
| Gambit Capital Management, LLC | 0.18% | New | 7,185 | $303K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 7,108 | $300K |
| 21 West Wealth Management LLC | 0.26% | Add +1.9% | 7,101 | $300K |
| Plotkin Financial Advisors, LLC | 0.12% | Add +24.8% | 6,963 | $294K |
| Waverly Advisors, LLC | 0.00% | No change | 6,849 | $289K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -50.0% | 6,762 | $285K |
| Dopkins Wealth Management, LLC | 0.10% | Reduce -0.6% | 6,731 | $284K |
| Rise Advisors, LLC | 0.08% | Add +1.0% | 6,528 | $276K |
| Burton Enright Welch | 0.03% | Add +1.3% | 6,217 | $262K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 6,117 | $258K |
| Facet Wealth, Inc. | 0.00% | Reduce -25.8% | 6,049 | $255K |
| Nuveen, LLC | 0.00% | New | 6,026 | $254K |
| TCFG Investment Advisors, LLC | 0.08% | Add +14.2% | 5,945 | $251K |
| Planning Center, Inc. | 0.02% | No change | 5,854 | $247K |
| CVA Family Office, LLC | 0.02% | Reduce -3.1% | 5,852 | $247K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 5,833 | $246K |
| Lane Brothers & Co. Inc. | 0.16% | No change | 5,796 | $245K |
| New Capital Management LP | 0.06% | No change | 5,754 | $243K |
| Reyes Financial Architecture, Inc. | 0.14% | Reduce -19.7% | 5,749 | $243K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 5,699 | $241K |
| Inspire Advisors, LLC | 0.02% | New | 5,596 | $236K |
| Forefront Wealth Partners, LLC | 0.07% | New | 5,473 | $231K |
| Bay Capital Advisors, LLC | 0.12% | Add +2.6% | 5,466 | $231K |
| Keystone Financial Services | 0.06% | Add +2.0% | 5,460 | $230K |
| Birch Financial Group, LLC | 0.12% | New | 5,431 | $229K |
| Prosperity Bancshares Inc | 0.15% | New | 5,402 | $228K |
| Generations Wealth, LLC | 0.21% | Reduce -62.1% | 5,364 | $226K |
| OneAscent Financial Services LLC | 0.01% | New | 5,278 | $223K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.4% | 5,223 | $220K |
| B&D White Capital Company, LLC | 0.02% | No change | 5,211 | $220K |
| Kingsview Wealth Management, LLC | 0.00% | New | 5,211 | $220K |
| Clark Asset Management, LLC | 0.02% | New | 5,207 | $220K |
| Independent Financial Group, LLC | 0.00% | Reduce -3.4% | 5,133 | $217K |
| UBS Group AG | 0.00% | Add +196.5% | 5,103 | $215K |
| Eaton-Cambridge Inc. | 0.06% | Reduce -2.4% | 5,102 | $215K |
| Amicus Financial Advisors, LLC | 0.05% | Reduce -8.5% | 5,063 | $214K |
| Nwam LLC | 0.01% | New | 5,045 | $213K |
| Caerus Investment Advisors, LLC | 0.07% | No change | 4,885 | $206K |
| AQR Capital Management | 0.00% | No change | 4,885 | $206K |
| Millstone Evans Group, LLC | 0.11% | Reduce -2.6% | 4,881 | $206K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,041 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.0% | 4,000 | $169K |
| Advisors Asset Management, Inc. | 0.00% | New | 3,898 | $165K |
| Fifth Third Bancorp | 0.00% | Add +39.3% | 3,817 | $161K |
| Rossby Financial, LCC | 0.03% | Reduce -19.5% | 3,528 | $149K |
| Montgomery Financial Services LLC | 0.12% | — | 3,388 | $143K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,160 | $133K |
| Global Retirement Partners, LLC | 0.00% | — | 2,829 | $119K |
| Topsail Wealth Management, LLC | 0.02% | Add +45.7% | 2,808 | $119K |
| Blue Trust, Inc. | 0.00% | Add +6.1% | 2,730 | $115K |
| Wells Fargo & Company | 0.00% | Add +2470.7% | 2,545 | $107K |
| Fort Vancouver Investment Management, LLC | 0.05% | Add +1.7% | 2,502 | $106K |
| Nemes Rush Group LLC | 0.01% | Reduce -12.0% | 2,345 | $99K |
| CX Institutional | 0.00% | New | 1,774 | $75K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $72K |
| Synergy Investment Management, LLC | 0.02% | No change | 1,675 | $71K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -23.0% | 1,560 | $66K |
| Private Trust Co. NA | 0.01% | No change | 1,550 | $65K |
| Morgan Stanley | 0.00% | Add +30.6% | 1,514 | $64K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 1,431 | $60K |
| Howe & Rusling Inc. | 0.00% | New | 1,406 | $59K |
| Ameriflex Group, Inc. | 0.02% | New | 1,098 | $46K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 1,070 | $45K |
| Rialto Wealth Management, LLC | 0.01% | No change | 970 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +1.1% | 856 | $36K |
| BlackRock, Inc. | 0.00% | New | 808 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Add +379.6% | 801 | $34K |
| Arlington Trust Co LLC | 0.00% | No change | 795 | $34K |
| Golden State Wealth Management, LLC | 0.00% | No change | 785 | $33K |
| SWAN Capital LLC | 0.01% | New | 743 | $31K |
| Bogart Wealth, LLC | 0.00% | New | 721 | $30K |
| Kilter Group LLC | 0.01% | Add +10.0% | 658 | $28K |
| Vanguard Advisers Inc. | 0.00% | No change | 435 | $18K |
| Operose Advisors LLC | 0.00% | No change | 379 | $16K |
| Colonial Trust Co / SC | 0.00% | Reduce -6.7% | 378 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 356 | $15K |
| Orion Capital Management LLC | 0.00% | No change | 253 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | New | 253 | $11K |
| Buck Wealth Strategies, LLC | 0.00% | New | 219 | $9K |
| Evolution Wealth Management Inc. | 0.00% | New | 182 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -90.0% | 158 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 100 | $4K |
| Bank of Montreal | 0.00% | No change | 88 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 78 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -94.4% | 76 | $3K |
| Go Invest LLC | 0.00% | Add +26.2% | 53 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 38 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 31 | $1K |
| St Germain D J Co. Inc. | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is DFCF's weight in each manager's 13F, not the share of Dimensional Core Fixed Inc. the manager owns.