Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q4 2025 (December 31)528holders +55
38new positions
21sold out
1famous investor
$33.16avg. 13F price*
At the end of Q4 2025, 528 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 55 from Q3 2025. 38 opened new positions and 21 sold out. The largest holders were Forum Financial Management, LP ($581.7M), Focus Partners Wealth ($276.6M) and Corient Private Wealth LP ($234.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional Emrg MRKT Core
- CUSIP
- 25434V732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.2M |
| Exits | 21 | $88.9M |
All 13F filers, Q3 2025 → Q4 2025: 24,273,534 shares bought and 6,050,698 shares sold, net +18,222,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| Forum Financial Management, LP | 7.57% | Add +2.0% | 17,585,374 | $581.7M |
| Focus Partners Wealth | 0.32% | Add +13.7% | 8,361,969 | $276.6M |
| Corient Private Wealth LP | 0.32% | Add +23.0% | 7,066,365 | $234.1M |
| Focus Partners Advisor Solutions, LLC | 2.85% | Add +16.6% | 7,017,528 | $232.1M |
| Truepoint, Inc. | 3.72% | Add +12.6% | 4,997,417 | $165.3M |
| Sequoia Financial Advisors, LLC | 0.92% | Add +1.6% | 4,967,176 | $164.3M |
| HighTower Advisors, LLC | 0.14% | Add +2.4% | 3,760,186 | $124.4M |
| HBK Sorce Advisory LLC | 2.59% | Add +3691.8% | 3,118,513 | $112.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.76% | Add +48.1% | 2,821,611 | $93.3M |
| Parcion Private Wealth LLC | 5.53% | Add +0.1% | 2,748,630 | $90.9M |
| Savant Capital, LLC | 0.50% | Add +67.7% | 2,647,836 | $87.6M |
| Asset Dedication, LLC | 5.68% | Add +1.6% | 2,616,035 | $86.5M |
| Evensky & Katz LLC | 4.51% | Reduce -0.6% | 2,415,304 | $79.9M |
| Greenspring Advisors, LLC | 4.67% | Add +445.9% | 2,300,755 | $76.1M |
| JMG Financial Group, Ltd. | 1.98% | Add +3.9% | 2,129,625 | $70.4M |
| Rockwood Wealth Management, LLC | 5.16% | Add +12.4% | 2,093,063 | $69.2M |
| Maseco LLP | 3.01% | Add +5.2% | 2,087,679 | $69.0M |
| LPL Financial LLC | 0.02% | Add +4.8% | 1,998,223 | $66.1M |
| Awm Capital, LLC | 5.42% | Add +1.6% | 1,806,221 | $59.7M |
| Heritage Financial Services, LLC | 4.81% | Reduce -2.8% | 1,741,258 | $57.6M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +104.9% | 1,703,596 | $56.4M |
| Cwm, LLC | 0.15% | Add +8803.1% | 1,674,861 | $55.4M |
| Bank of Montreal | 0.02% | Add +6.6% | 1,668,584 | $55.2M |
| Sageworth Trust Co | 2.18% | Add +183.6% | 1,538,273 | $50.9M |
| Hill Investment Group Partners, LLC | 5.72% | Add +0.5% | 1,452,492 | $48.0M |
| Symmetry Partners, LLC | 2.80% | Add +208.6% | 1,430,647 | $47.3M |
| Apella Capital, LLC | 0.90% | Add +2.8% | 1,372,117 | $45.4M |
| EnRich Financial Partners LLC | 11.56% | Add +0.7% | 1,281,760 | $42.4M |
| Phillips Financial Management, LLC | 2.58% | Add +2.8% | 1,211,770 | $40.1M |
| Great Oak Capital Partners, LLC | 9.25% | Reduce -2.8% | 1,089,889 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -19.0% | 1,101,517 | $36.4M |
| Klaas Financial Asset Advisors, LLC | 5.25% | Add +0.6% | 1,093,621 | $36.2M |
| Brighton Jones LLC | 1.31% | Add +4.7% | 1,073,486 | $35.5M |
| OneDigital Investment Advisors LLC | 0.35% | Add +5.6% | 1,064,286 | $35.2M |
| Oakwell Private Wealth Management, LLC | 6.56% | Add +3.2% | 1,062,006 | $35.1M |
| Mosaic Family Wealth Partners, LLC | 3.82% | Reduce -1.4% | 1,053,441 | $34.8M |
| Burton Enright Welch | 4.81% | Add +3.8% | 1,033,237 | $34.2M |
| Mariner, LLC | 0.04% | Add +69.1% | 1,027,944 | $34.0M |
| Rather & Kittrell, Inc. | 5.46% | Add +3.5% | 1,024,259 | $33.9M |
| Kooman & Associates | 9.89% | Add +1.1% | 1,010,987 | $33.4M |
| Miramar Fiduciary Corp | 25.18% | Reduce -3.1% | 983,777 | $32.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +0.7% | 972,184 | $32.2M |
| Rockbridge Investment Management, LCC | 2.99% | Add +3.6% | 971,057 | $32.1M |
| Plancorp, LLC | 0.96% | Add +35.6% | 964,736 | $31.9M |
| Seaside Wealth Management, Inc. | 9.04% | Add +1.9% | 957,726 | $31.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 4.62% | Add +133.7% | 911,656 | $31.3M |
| Betterment LLC | 0.06% | Add +4.0% | 889,780 | $29.4M |
| Monograph Wealth Advisors, LLC | 2.84% | Reduce -0.1% | 875,440 | $29.0M |
| Your Advocates Ltd., LLP | 9.37% | Reduce -0.9% | 867,529 | $28.7M |
| Leading Edge Financial Planning LLC | 6.26% | Add +6.7% | 830,825 | $27.5M |
| First Financial Bank - Trust Division | 2.26% | New | 830,017 | $27.5M |
| Jackson Thornton Wealth Management, LLC | 2.50% | Add +4.4% | 770,506 | $26.5M |
| Syverson Strege & Co | 5.92% | Reduce -1.0% | 756,542 | $25.0M |
| Bank of America Corp. | 0.00% | Add +7.7% | 751,191 | $24.8M |
| DiNuzzo Private Wealth, Inc. | 2.65% | Reduce -4.2% | 735,429 | $24.3M |
| Sensible Money, LLC | 7.65% | Add +2.2% | 724,102 | $24.0M |
| Stratos Investment Management, LLC | 0.96% | Add +2.3% | 723,039 | $23.9M |
| Peterson Wealth Advisors, LLC | 3.13% | Add +236.3% | 710,661 | $23.5M |
| RS Crum Inc. | 4.55% | Add +0.8% | 688,299 | $22.8M |
| Integris Wealth Management, LLC | 5.09% | Add +3.4% | 676,654 | $22.4M |
| Pinnacle Financial Group, LLC / IL | 6.49% | Reduce -1.3% | 675,774 | $22.4M |
| Financial Plan, Inc. | 2.54% | — | 667,418 | $22.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +1.4% | 667,343 | $22.1M |
| Eaton-Cambridge Inc. | 7.06% | Add +2.9% | 650,541 | $21.5M |
| AdvisorNet Financial, Inc | 1.14% | Add +2.7% | 649,188 | $21.5M |
| Stordahl Capital Management, Inc. | 4.42% | Reduce -2.4% | 648,861 | $21.5M |
| Tencap Wealth Coaching, LLC | 7.70% | — | 614,169 | $20.3M |
| Premier Financial Group | 5.25% | Reduce -4.4% | 608,085 | $20.1M |
| Peapack Gladstone Financial Corp. | 0.25% | Add +19.5% | 608,709 | $20.1M |
| Arax Advisory Partners | 0.58% | New | 604,679 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.0% | 594,715 | $19.7M |
| Evanson Asset Management, LLC | 1.03% | Add +2.9% | 579,153 | $19.2M |
| BCR Wealth Strategies, LLC | 6.28% | Add +1.7% | 572,820 | $18.9M |
| Keb Asset Management, LLC | 3.79% | Add +12.1% | 565,650 | $18.7M |
| Private Wealth Management Group, LLC | 4.95% | Add +3.4% | 560,588 | $18.5M |
| Heritage Investment Group, Inc. | 2.81% | Add +6.0% | 558,951 | $18.5M |
| Ballentine Capital Advisors, Inc | 7.56% | Add +1.8% | 542,671 | $18.0M |
| Capstone Capital LLC | 11.37% | Reduce -2.7% | 529,203 | $17.5M |
| Aspen Capital Management, LLC | 4.30% | Add +3.6% | 524,885 | $17.4M |
| Sachem Hill LLC | 3.34% | Add +1.1% | 519,744 | $17.2M |
| von Borstel & Associates, Inc. | 3.99% | Add +0.0% | 514,087 | $17.0M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +3.5% | 508,983 | $16.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.02% | Add +2.1% | 505,008 | $16.7M |
| Equita Financial Network, Inc. | 5.01% | Add +7.7% | 503,023 | $16.6M |
| Creative Planning | 0.01% | Add +12.3% | 498,179 | $16.5M |
| Flagstone Financial Management | 4.18% | Reduce -2.3% | 492,792 | $16.3M |
| Peirce Capital Management, LLC | 6.48% | Reduce -0.5% | 492,266 | $16.3M |
| Planning Center, Inc. | 1.66% | Reduce -8.5% | 491,490 | $16.3M |
| Emprise Bank | 6.73% | Add +2.1% | 489,429 | $16.2M |
| Financial Planning Navigators CORP | 7.19% | — | 473,647 | $15.7M |
| Verisail Partners, LLC | 6.36% | Add +0.7% | 468,061 | $15.5M |
| Kondo Wealth Advisors, Inc. | 5.75% | Add +3.9% | 454,063 | $15.0M |
| Cambridge Financial Group, LLC | 5.19% | Add +4.0% | 545,310 | $14.9M |
| Squire Investment Management Company, LLC | 4.45% | Add +0.8% | 444,894 | $14.7M |
| Straight Path Wealth Management | 3.92% | Add +4.1% | 439,108 | $14.5M |
| DecisionPoint Financial, LLC | 3.13% | Add +11.3% | 429,703 | $14.2M |
| Discipline Wealth Solutions, LLC | 2.60% | Add +14.7% | 424,214 | $14.0M |
| Cardiff Park Advisors, LLC | 1.15% | Add +2.9% | 422,874 | $14.0M |
| Hassell Wealth Management, LLC | 4.66% | Reduce -2.5% | 401,317 | $13.9M |
| Bfsg, LLC | 1.31% | Reduce -2.8% | 407,067 | $13.5M |
| Cravens & Co Advisors, LLC | 8.67% | Add +2.9% | 384,582 | $13.2M |
| Financial Symmetry Inc | 5.20% | Add +4.1% | 385,417 | $12.7M |
| Rachor Investment Advisory Services, LLC | 6.73% | — | 383,360 | $12.7M |
| Aerodigm Wealth, LLC | 4.87% | Add +4.5% | 381,498 | $12.6M |
| Krilogy Financial LLC | 0.41% | Add +2.5% | 342,059 | $12.2M |
| New Dimensions Wealth Management, LLC | 10.30% | Reduce -1.1% | 364,199 | $12.0M |
| Level Financial Advisors | 3.16% | Add +15.1% | 361,010 | $11.9M |
| BCU Wealth Advisors, LLC | 4.54% | Add +5.4% | 358,432 | $11.9M |
| Physician Wealth Solutions Inc. | 5.00% | Reduce -2.3% | 356,677 | $11.8M |
| Brady Martz Wealth Solutions, LLC | 2.03% | Add +8.3% | 349,070 | $11.5M |
| Allworth Financial LP | 0.05% | Add +13.5% | 339,821 | $11.2M |
| JGP Wealth Management, LLC | 1.17% | Add +0.6% | 338,580 | $11.2M |
| Watchman Group, Inc. | 2.67% | Reduce -1.9% | 337,858 | $11.2M |
| Kaufman Rossin Wealth, LLC | 5.82% | Add +1.2% | 337,708 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.5% | 335,957 | $11.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -19.4% | 335,660 | $11.1M |
| Blume Capital Management, Inc. | 2.04% | Add +0.7% | 335,561 | $11.1M |
| Old Mission Capital LLC | 0.43% | Reduce -11.7% | 334,424 | $11.1M |
| Causey Wealth LLC | 4.97% | Reduce -2.2% | 330,814 | $10.9M |
| Trust Co of the South | 1.75% | Add +2.2% | 329,869 | $10.9M |
| RFG Advisory, LLC | 0.20% | Add +196.2% | 326,474 | $10.8M |
| Foundation Wealth Management, LLC\PA | 3.90% | Add +7.9% | 325,185 | $10.8M |
| Vannoy Advisory Group, Inc. | 6.81% | Reduce -1.4% | 324,658 | $10.7M |
| Prospect Financial Group LLC | 9.90% | Add +30.1% | 321,766 | $10.6M |
| HMV Wealth Advisors, LLC | 5.25% | Add +14.4% | 317,101 | $10.5M |
| Integrity Alliance, Llc. | 0.38% | Add +24.3% | 316,648 | $10.5M |
| Mills Wealth Advisors LLC | 4.09% | Reduce -1.0% | 313,769 | $10.4M |
| Burk Holdings LLC | 4.93% | Add +5.5% | 312,748 | $10.3M |
| Northwest Wealth Management, LLC | 1.61% | Add +12.3% | 309,777 | $10.2M |
| Ruedi Wealth Management, Inc. | 2.68% | Add +9.7% | 309,068 | $10.2M |
| Timonier Family Office, LTD. | 3.20% | Add +4.7% | 305,037 | $10.1M |
| Family Wealth Partners, LLC | 3.61% | Reduce -3.0% | 302,430 | $10.0M |
| Integrity Advisory Solutions, LLC | 1.42% | Add +10.0% | 297,851 | $9.9M |
| HTG Investment Advisors, Inc. | 3.00% | Add +3.9% | 294,698 | $9.7M |
| Hurlow Wealth Management Group, Inc. | 2.37% | Add +18.3% | 293,189 | $9.7M |
| Mattern Wealth Management LLC | 1.87% | Add +3.8% | 293,027 | $9.7M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +11.5% | 286,479 | $9.5M |
| Midwest Trust Co | 0.12% | Add +28.5% | 284,260 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Add +12.2% | 276,989 | $9.2M |
| Friday Financial | 3.23% | Add +17.8% | 277,011 | $9.2M |
| Fortitude Family Office, LLC | 2.10% | Add +12.9% | 271,257 | $9.0M |
| One Degree Advisors Inc | 2.46% | Add +12.7% | 270,107 | $8.9M |
| United Wealth Management, LLC | 2.30% | Add +1.9% | 268,427 | $8.9M |
| Integrated Wealth Concepts LLC | 0.11% | Add +2.3% | 268,331 | $8.9M |
| Tilson Financial Group, Inc. | 2.73% | Add +5.8% | 268,094 | $8.9M |
| Hippocratic Financial Advisors, LLC | 4.06% | Add +3.6% | 266,474 | $8.8M |
| Foundations Investment Advisors, LLC | 0.12% | Add +181.5% | 266,350 | $8.8M |
| American Investment Services, Inc. | 2.04% | Add +4.3% | 265,385 | $8.8M |
| MML Investors Services, LLC | 0.02% | Reduce -0.6% | 262,582 | $8.7M |
| BCO Wealth Management LLC | 5.22% | Add +4.7% | 257,203 | $8.5M |
| Tillman Hartley LLC | 2.12% | Reduce 0.0% | 255,280 | $8.4M |
| SwitchPoint Financial Planning, LLC | 5.79% | Add +1.4% | 249,979 | $8.3M |
| Bridge Generations Wealth Management LLC | 5.09% | Reduce -4.1% | 248,556 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.1% | 248,239 | $8.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.49% | Reduce -50.0% | 247,488 | $8.2M |
| Versant Capital Management, Inc | 1.02% | Add +19.9% | 246,211 | $8.1M |
| SC&H Financial Advisors, Inc. | 1.24% | Add +8.0% | 241,423 | $8.0M |
| Quarry Hill Advisors, LLC | 3.71% | Add +5.0% | 241,160 | $8.0M |
| Wealth Advisors Northwest LLC | 3.53% | Add +11.3% | 240,491 | $8.0M |
| Lutz Financial Services LLC | 0.54% | Add +5.1% | 240,175 | $7.9M |
| XY Planning Network, Inc. | 1.38% | Add +123.2% | 239,806 | $7.9M |
| O'Connor Financial Group LLC | 3.13% | Reduce -2.2% | 220,686 | $7.8M |
| DAVENPORT & Co LLC | 0.04% | Add +2.3% | 231,194 | $7.6M |
| Hiley Hunt Wealth Management | 3.41% | Reduce -3.1% | 230,425 | $7.6M |
| Gradient Capital Advisors, LLC | 1.96% | Add +1.3% | 230,304 | $7.6M |
| Clarity Wealth Development LLC | 6.27% | Add +12.7% | 224,048 | $7.4M |
| Studio Investment Management LLC | 1.32% | Reduce -0.1% | 219,120 | $7.2M |
| Keyvantage Wealth, LLC | 3.09% | Reduce -16.0% | 218,386 | $7.2M |
| Passive Capital Management, LLC. | 2.25% | Add +3.0% | 217,976 | $7.2M |
| JFS Wealth Advisors, LLC | 0.41% | Add +74.6% | 217,530 | $7.2M |
| Liberty Wealth Management LLC | 0.93% | Reduce -6.0% | 217,283 | $7.2M |
| Scratch Capital LLC | 4.64% | Add +4.9% | 214,377 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +1.7% | 214,214 | $7.1M |
| B&D White Capital Company, LLC | 0.82% | Add +64.4% | 214,023 | $7.1M |
| Pacific Asset Management, LLC | 4.23% | Add +0.1% | 213,025 | $7.0M |
| Financial Harvest, LLC | 4.30% | Add +5.9% | 210,609 | $7.0M |
| Factor Wealth Management LTD | 1.50% | Add +20.5% | 210,337 | $7.0M |
| ARK & TLK Investments, LLC | 1.87% | Reduce -3.8% | 205,313 | $6.8M |
| Client 1ST Advisory Group, LLC | 2.11% | Reduce -1.6% | 203,340 | $6.7M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.1% | 200,786 | $6.6M |
| KFG Wealth Management, LLC | 0.82% | Add +9.5% | 186,245 | $6.2M |
| E-Wealth Partners, LLC | 5.07% | — | 182,507 | $6.0M |
| SageOak Financial, LLC | 4.36% | Reduce -2.1% | 182,310 | $6.0M |
| Longview Financial Advisors LLC | 3.31% | Add +1.8% | 181,478 | $6.0M |
| Vestia Personal Wealth Advisors | 3.02% | Add +6.0% | 169,761 | $5.9M |
| Vantage Point Financial LLC | 2.13% | Add +1.8% | 179,664 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 179,086 | $5.9M |
| North Ridge Wealth Advisors, Inc. | 3.30% | Add +0.3% | 178,383 | $5.9M |
| Sensenig Capital Advisors, Inc | 5.96% | — | 177,356 | $5.9M |
| Modern Wealth Management, LLC | 0.10% | Reduce -0.9% | 172,070 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.8% | 170,751 | $5.6M |
| RCS Financial Planning, LLC | 2.35% | Reduce -2.1% | 164,686 | $5.4M |
| Vistica Wealth Advisors, LLC | 5.39% | — | 163,805 | $5.4M |
| LifeGuide Financial Advisors, LLC | 1.76% | Add +4.8% | 157,246 | $5.3M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -3.1% | 159,561 | $5.3M |
| Arcadia Wealth Management, Inc. | 3.02% | Add +6.4% | 159,346 | $5.3M |
| Claris Advisors, LLC / Mo / | 1.56% | Add +12.2% | 154,547 | $5.1M |
| NorthAvenue LLC | 4.06% | — | 148,394 | $4.9M |
| Austin Wealth Management, LLC | 0.72% | Reduce -5.6% | 143,133 | $4.9M |
| HBE Wealth Management, LLC | 4.56% | — | 146,581 | $4.8M |
| Prism Planning Partners LLC | 5.29% | — | 142,474 | $4.7M |
| Pillar Financial Advisors, LLC | 2.81% | Add +0.4% | 140,799 | $4.7M |
| EP Wealth Advisors, LLC | 0.02% | — | 140,070 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +132.3% | 139,346 | $4.6M |
| Conrad Siegel Investment Advisors, Inc. | 0.87% | Add +440.1% | 138,059 | $4.6M |
| Avant Financial Advisors LLC | 3.26% | Add +1.3% | 137,037 | $4.5M |
| Foundry Financial LLC | 2.38% | — | 136,862 | $4.5M |
| TCI Wealth Advisors, Inc. | 0.25% | Reduce -1.2% | 135,980 | $4.5M |
| Hutchens & Kramer Investment Management Group, LLC | 1.53% | Reduce -2.5% | 134,314 | $4.4M |
| CogentBlue Wealth Advisors, LLC | 2.93% | Add +18.4% | 129,920 | $4.3M |
| Riverchase Wealth Management, LLC | 2.32% | Add +0.5% | 129,386 | $4.3M |
| BetterWealth, LLC | 0.97% | Reduce -1.4% | 129,130 | $4.3M |
| Professional Financial Solutions LLC | 3.98% | — | 128,301 | $4.2M |
| Visionary Wealth Advisors | 0.18% | Add +32.8% | 122,151 | $4.0M |
| Rehmann Capital Advisory Group | 0.21% | Reduce -4.2% | 120,794 | $4.0M |
| Sageworth Trust Co of South Dakota | 3.24% | Add +45.5% | 120,036 | $4.0M |
| Grand Wealth Management, LLC | 1.79% | Reduce -0.1% | 119,231 | $3.9M |
| Porter White Investment Advisors, Inc. | 1.61% | Reduce -3.8% | 118,379 | $3.9M |
| Avior Wealth Management, LLC | 0.12% | Add +1.7% | 117,027 | $3.9M |
| Accurate Wealth Management, LLC | 0.48% | Add +2.6% | 110,355 | $3.8M |
| Vista Capital Partners, Inc. | 0.37% | Reduce -4.9% | 113,878 | $3.8M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.7% | 113,600 | $3.8M |
| SJS Investment Consulting Inc. | 0.47% | Reduce -0.7% | 112,801 | $3.7M |
| Outbound Financial Inc | 2.86% | Add +7.7% | 111,214 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 109,962 | $3.6M |
| Waterfront Wealth Inc. | 0.68% | Reduce -0.4% | 100,751 | $3.6M |
| Legacy Financial Group, Inc. | 0.94% | Add +0.5% | 108,392 | $3.6M |
| Family Office Research LLC | 1.46% | Reduce -0.2% | 108,371 | $3.6M |
| Cloud Capital Management, LLC | 1.69% | Add +19.2% | 108,328 | $3.6M |
| American Capital Advisory, LLC | 1.55% | Add +34.5% | 107,694 | $3.6M |
| Simplicity Wealth,LLC | 0.21% | Reduce -2.7% | 107,381 | $3.6M |
| Wheels Up Wealth, Inc. | 3.31% | — | 107,273 | $3.5M |
| Platform Wealth Management, LLC | 0.92% | — | 104,901 | $3.5M |
| Five Oceans Advisors | 1.21% | Reduce -2.9% | 103,937 | $3.4M |
| W.H. Cornerstone Investments Inc. | 2.07% | Add +5.7% | 103,628 | $3.4M |
| Bridgewater Advisors Inc. | 0.22% | Reduce -1.0% | 97,802 | $3.4M |
| Sowell Financial Services LLC | 0.13% | Add +5.8% | 103,025 | $3.4M |
| Fiduciary Financial Group, LLC | 0.48% | Add +1.8% | 102,897 | $3.4M |
| Total Wealth Planning, LLC | 7.10% | Reduce -94.6% | 100,344 | $3.3M |
| Kane Co Wealth Management, Inc. | 2.91% | — | 99,696 | $3.3M |
| JDH Wealth Management, LLC | 2.23% | Reduce -1.1% | 98,378 | $3.3M |
| Aspen Wealth Management LLC | 0.68% | Add +5.2% | 97,740 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +0.1% | 97,699 | $3.2M |
| M Holdings Securities, Inc. | 0.23% | Add +176.2% | 96,778 | $3.2M |
| Signature Resources Capital Management, LLC | 1.61% | Add +4.0% | 96,044 | $3.2M |
| Capstone Wealth Management, LLC | 2.22% | Add +2.7% | 91,832 | $3.0M |
| Shore Point Advisors, LLC | 1.26% | Add +7.8% | 90,063 | $3.0M |
| JNBA Financial Advisors | 0.26% | Reduce -7.2% | 89,983 | $3.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +12.5% | 89,550 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +0.1% | 89,126 | $2.9M |
| Cogent Strategic Wealth LLC | 3.17% | — | 81,873 | $2.9M |
| TFO Wealth Partners, LLC | 0.43% | Add +211.7% | 87,136 | $2.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +11.3% | 86,823 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -52.0% | 86,604 | $2.9M |
| Strengthening Families & Communities, LLC | 0.99% | Add +6.6% | 84,352 | $2.8M |
| AQR Capital Management | 0.00% | Add +25.7% | 84,247 | $2.8M |
| ShankerValleau Wealth Advisors, Inc. | 0.75% | Add +0.8% | 83,667 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 81,750 | $2.7M |
| Parkwoods Wealth Partners, LLC | 0.79% | Add +60.5% | 80,903 | $2.7M |
| Austin Asset Management Co Inc | 0.45% | Add +7.6% | 80,114 | $2.7M |
| BluePrint Investing LLC | 2.36% | — | 79,650 | $2.6M |
| Abel Hall, LLC | 0.61% | Reduce -1.3% | 79,280 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +22.6% | 76,070 | $2.5M |
| Shearwater Capital LLC | 1.43% | Reduce -3.7% | 75,226 | $2.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.17% | Reduce -2.6% | 74,910 | $2.5M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.88% | — | 72,852 | $2.4M |
| Heffernan Advisory, Inc. | 2.30% | — | 72,539 | $2.4M |
| PW Advisors, LLC \ FL | 1.92% | — | 72,345 | $2.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +22.7% | 72,266 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +14.1% | 68,931 | $2.3M |
| Dopkins Wealth Management, LLC | 0.89% | Add +3.2% | 65,625 | $2.2M |
| Waverly Advisors, LLC | 0.02% | New | 64,799 | $2.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.4% | 64,129 | $2.1M |
| Nalls Sherbakoff Group, LLC | 1.52% | Reduce -4.3% | 63,757 | $2.1M |
| Rialto Wealth Management, LLC | 0.50% | Add +2.9% | 62,739 | $2.1M |
| Smartleaf Asset Management LLC | 0.08% | Add +3.8% | 62,384 | $2.1M |
| Shufro Rose & Co. LLC | 0.14% | New | 62,339 | $2.1M |
| VeraBank, N.A. | 0.37% | Reduce -5.4% | 61,447 | $2.0M |
| WorthPointe, LLC | 0.53% | Add +200.7% | 60,469 | $2.0M |
| Triad Wealth Partners, LLC | 0.19% | Add +167.1% | 59,906 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Reduce -2.3% | 59,796 | $2.0M |
| Strategent Financial, LLC | 1.25% | Add +28.2% | 59,680 | $2.0M |
| Veratis Advisors, Inc. | 1.55% | — | 53,576 | $2.0M |
| Security Financial Services, INC. | 0.30% | New | 58,336 | $1.9M |
| Warburton Capital Management, LLC | 1.06% | Add +0.5% | 56,847 | $1.9M |
| Enzi Wealth | 0.66% | Reduce -72.5% | 54,057 | $1.9M |
| Financial Alternatives, Inc | 1.09% | Reduce -0.7% | 56,527 | $1.9M |
| Sprinkle Financial Consultants LLC | 0.94% | Reduce -1.8% | 56,197 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -5.7% | 51,634 | $1.8M |
| Liberty Capital Management, Inc. | 0.34% | Add +1.3% | 55,216 | $1.8M |
| Entrewealth, LLC | 0.81% | Reduce -4.6% | 49,702 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Add +4.2% | 54,301 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | New | 53,112 | $1.8M |
| Pinney & Scofield, Inc. | 0.97% | Reduce -0.1% | 51,655 | $1.7M |
| Ballast Financial Advisors LLC | 1.76% | — | 51,591 | $1.7M |
| Applied Capital LLC | 0.66% | Reduce -1.2% | 51,578 | $1.7M |
| Vestment Financial LLC | 0.88% | Reduce -11.7% | 49,628 | $1.7M |
| Abacus Planning Group, Inc. | 0.23% | Add +24.2% | 51,311 | $1.7M |
| BDFS Capital LLC | 0.85% | — | 50,972 | $1.7M |
| Torren Management, LLC | 0.86% | — | 50,903 | $1.7M |
| Core Wealth Management, Inc. | 0.52% | Add +1.4% | 50,408 | $1.7M |
| Breakwater Capital Group | 0.23% | Add +16.1% | 50,067 | $1.7M |
| Nwam LLC | 0.09% | Add +0.2% | 47,634 | $1.7M |
| Lodestone Wealth Management LLC | 0.66% | Reduce -2.6% | 49,251 | $1.6M |
| Savvy Advisors, Inc. | 0.05% | Add +40.5% | 48,562 | $1.6M |
| Ariadne Wealth Management, LP | 0.66% | Add +4.6% | 43,513 | $1.6M |
| Essential Planning, LLC. | 0.50% | Add +38.0% | 47,830 | $1.6M |
| Approach Retirement Advisors, LLC | 1.36% | — | 47,606 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -26.6% | 43,879 | $1.5M |
| FMB Wealth Management | 0.59% | Add +4.0% | 45,356 | $1.5M |
| Aegis Wealth Management LLC | 0.81% | Reduce -1.0% | 43,426 | $1.4M |
| Poinciana Advisors Group, LLC | 1.10% | Add +12.3% | 42,087 | $1.4M |
| Root Financial Partners, LLC | 0.07% | Add +2.5% | 41,639 | $1.4M |
| Grunden Financial Advisory, Inc. | 0.53% | Add +9.4% | 41,193 | $1.4M |
| Vise Technologies, Inc. | 0.03% | New | 41,013 | $1.4M |
| Austin Private Wealth, LLC | 0.10% | Add +4.6% | 40,673 | $1.3M |
| Meritas Wealth Management, LLC | 0.64% | Reduce -18.0% | 40,417 | $1.3M |
| Wedmont Private Capital | 0.05% | No change | 38,960 | $1.3M |
| Empire Financial Management Company, LLC | 0.28% | New | 39,388 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 38,666 | $1.3M |
| Up Strategic Wealth Investment Advisors LLC | 0.93% | New | 35,199 | $1.3M |
| Corus Family Wealth Advisors | 1.01% | No change | 38,384 | $1.3M |
| Avise Financial Cooperative, Inc. | 1.15% | — | 38,220 | $1.3M |
| Live Oak Private Wealth LLC | 0.17% | Add +0.0% | 38,198 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +3.6% | 37,847 | $1.3M |
| Morris Financial Concepts, Inc. | 0.43% | Reduce -0.8% | 37,154 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.77% | Add +8.1% | 37,015 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.44% | Reduce -1.0% | 36,815 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -4.5% | 36,470 | $1.2M |
| Signet Financial Management, LLC | 0.13% | Reduce -0.5% | 35,441 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 34,131 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +0.3% | 33,875 | $1.1M |
| Two West Capital Advisors LLC | 0.64% | Add +2.0% | 33,529 | $1.1M |
| First Financial Group Corp | 0.93% | Add +0.8% | 33,215 | $1.1M |
| 25 LLC | 0.32% | Add +0.0% | 30,938 | $1.0M |
| Belleair Asset Management, LLC | 0.97% | — | 30,825 | $1.0M |
| Dala Group, LLC | 0.88% | — | 30,655 | $1.0M |
| Gemmer Asset Management LLC | 0.08% | Add +2.1% | 30,566 | $1.0M |
| Elite Life Management LLC | 1.63% | New | 27,737 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.37% | Reduce -2.8% | 30,026 | $993K |
| Rf&l Wealth Management, LLC | 0.53% | Add +2.7% | 28,725 | $950K |
| Bayshore Asset Management, LLC | 0.39% | Add +5.5% | 28,608 | $946K |
| Citigroup Inc. | 0.00% | Add +46.8% | 27,962 | $925K |
| Sterling Wealth Advisors Inc | 0.55% | Reduce -2.7% | 27,542 | $911K |
| Clear Creek Financial Management, LLC | 0.07% | Add +56.8% | 27,540 | $911K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +34.0% | 27,509 | $910K |
| Quantinno Capital Management LP | 0.00% | Add +57.0% | 26,940 | $891K |
| GeoWealth Management, LLC | 0.03% | Add +9.4% | 26,461 | $875K |
| Wealthspire Advisors, LLC | 0.01% | Add +27.2% | 26,383 | $873K |
| Altiora Financial Group, LLC | 0.15% | Add +2.7% | 25,938 | $858K |
| marrick wealth, LLC | 0.69% | — | 25,615 | $847K |
| Strathmore Capital Advisors, Inc. | 0.27% | Add +42.1% | 24,762 | $819K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -12.4% | 23,630 | $782K |
| Lauterbach Financial Advisors, LLC | 0.38% | Add +8.9% | 23,333 | $772K |
| Beacon Financial Advisory LLC | 0.18% | Add +6.1% | 23,219 | $768K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -6.8% | 22,216 | $757K |
| Ridgeline Wealth, LLC | 0.52% | Reduce -0.5% | 22,616 | $748K |
| Burney Co./ | 0.02% | Add +14.4% | 21,831 | $722K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Add +16.4% | 21,705 | $718K |
| Flputnam Investment Management Co. | 0.01% | Reduce -12.6% | 21,673 | $717K |
| Werba Rubin Papier Wealth Management | 0.19% | Add +5.9% | 21,614 | $715K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.5% | 21,548 | $713K |
| Blossom Wealth Management | 1.14% | Reduce -3.8% | 20,937 | $693K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 20,538 | $679K |
| RTD Financial Advisors, Inc. | 0.08% | New | 20,423 | $676K |
| Oath Planning, LLC | 0.66% | — | 20,296 | $671K |
| Daner Wealth Management, LLC | 0.41% | Add +2.4% | 18,301 | $669K |
| USAdvisors Wealth Management, LLC | 0.22% | Reduce -3.4% | 20,064 | $663K |
| Disciplined Investments, LLC | 0.25% | No change | 20,041 | $663K |
| GEM Asset Management, LLC | 0.29% | Reduce -1.6% | 19,170 | $655K |
| Andrews, Lucia Wealth Management LLC | 0.39% | Reduce -4.6% | 19,679 | $651K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.3% | 19,592 | $648K |
| E6 Portfolios, LLC | 0.74% | — | 19,541 | $646K |
| Arkadios Wealth Advisors | 0.01% | Add +109.8% | 18,932 | $626K |
| Drucker Wealth 3.0, LLC | 0.11% | Add +1.8% | 18,691 | $618K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.5% | 18,673 | $618K |
| RB Capital Management, LLC | 0.13% | Add +52.7% | 18,624 | $616K |
| Chico Wealth RIA | 0.39% | No change | 18,235 | $603K |
| Oceanside Advisors LLC | 0.36% | Add +3.2% | 18,024 | $596K |
| Cogent Private Wealth, Inc. | 0.43% | — | 17,253 | $571K |
| FMR LLC | 0.00% | Add +36.1% | 16,956 | $561K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +11.0% | 16,796 | $556K |
| Quad-Cities Investment Group, LLC | 0.23% | Add +3.2% | 16,560 | $548K |
| Gordian Advisors LLC | 0.36% | Reduce -0.6% | 16,509 | $546K |
| Broadhurst Jeffrey B | 0.57% | — | 16,493 | $546K |
| Higgins & Schmidt Wealth Strategies LLC | 0.26% | No change | 16,333 | $540K |
| Astra Wealth Partners LLC | 0.33% | Add +4.1% | 16,183 | $535K |
| Seven Mile Advisory | 0.09% | Add +8.4% | 16,067 | $531K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -2.3% | 15,952 | $528K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $520K |
| Equitable Holdings, Inc. | 0.00% | Add +10.2% | 15,670 | $518K |
| Fortis Capital Management LLC | 0.07% | New | 15,385 | $509K |
| True Wealth Design, LLC | 0.15% | Reduce -10.0% | 15,345 | $508K |
| Caprock Group, LLC | 0.01% | Add +0.2% | 14,957 | $495K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $483K |
| Morling Financial Advisors, LLC | 0.15% | No change | 14,529 | $481K |
| Lam Group, Inc. | 0.27% | Add +0.1% | 14,300 | $473K |
| Entrust Financial LLC | 0.34% | — | 13,963 | $462K |
| VanderPol Investments L.L.C. | 0.87% | Add +25.7% | 13,820 | $457K |
| Index Fund Advisors, Inc. | 0.02% | New | 13,501 | $447K |
| Xcelsior Advisor Partners LLC | 0.21% | — | 13,349 | $442K |
| Citizens & Northern Corp. | 0.11% | Add +17.5% | 12,833 | $425K |
| Aurelius Family Office LLC | 0.18% | Reduce -0.1% | 12,421 | $423K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10397.5% | 12,702 | $420K |
| SOL Capital Management CO | 0.04% | No change | 12,365 | $409K |
| Opulen Financial Group LLC | 0.30% | Add +36.0% | 12,355 | $409K |
| Mustard Seed Financial, LLC | 0.26% | Add +3.2% | 12,267 | $406K |
| Quadrature Capital Ltd | 0.00% | Reduce -68.8% | 12,214 | $404K |
| Brookstone Capital Management | 0.00% | Add +7.9% | 12,192 | $403K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 12,129 | $401K |
| Schulz Wealth, LTD. | 0.25% | No change | 11,762 | $389K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 11,568 | $383K |
| Donalies Financial Planning, LLC | 0.31% | — | 11,110 | $368K |
| Brooklyn Investment Group | 0.02% | New | 11,088 | $367K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -6.2% | 10,802 | $357K |
| McGrath & Associates, Inc. | 0.51% | Add +3.2% | 10,798 | $357K |
| Mission Wealth Management, LP | 0.01% | New | 10,746 | $355K |
| Boyce & Associates Wealth Consulting, Inc. | 0.29% | Add +12.7% | 10,636 | $352K |
| Lifeworks Advisors, LLC | 0.05% | No change | 10,629 | $352K |
| Cascade Financial Partners, LLC | 0.04% | No change | 10,500 | $347K |
| Cetera Investment Advisers | 0.00% | Reduce -44.8% | 10,436 | $345K |
| Blue Trust, Inc. | 0.00% | No change | 10,161 | $336K |
| Merit Financial Group, LLC | 0.00% | Add +18.2% | 10,112 | $334K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -36.6% | 9,802 | $324K |
| Cresset Asset Management, LLC | 0.00% | Add +1.7% | 9,614 | $318K |
| Disciplined Equity Management, Inc. | 0.16% | Add +10.1% | 9,460 | $313K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 9,320 | $308K |
| Tiaa Trust, National Association | 0.00% | No change | 9,059 | $300K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -9.6% | 8,951 | $296K |
| Johnson Investment Counsel Inc. | 0.00% | Add +5.5% | 8,808 | $291K |
| Evoke Wealth, LLC | 0.01% | Reduce -1.9% | 8,807 | $291K |
| Tandemgrowth Financial Advisors LLC | 0.25% | — | 8,773 | $290K |
| Harbour Investments, Inc. | 0.01% | Add +663.1% | 8,509 | $281K |
| Foster & Motley Inc. | 0.01% | Reduce -4.9% | 8,482 | $281K |
| Riverbend Wealth Management, LLC | 0.17% | New | 8,385 | $277K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,384 | $277K |
| Stifel Financial Corp. | 0.00% | New | 8,006 | $265K |
| Glenmede Trust Co. NA | 0.00% | — | 7,960 | $263K |
| Northern Trust Corp. | 0.00% | Add +6.0% | 7,885 | $261K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.6% | 7,818 | $259K |
| Freedom Investment Management, Inc. | 0.07% | Add +2.9% | 7,706 | $255K |
| Babb Wealth Advisors LLC | 0.14% | New | 7,485 | $248K |
| Strategic Blueprint, LLC | 0.01% | Reduce -3.6% | 7,420 | $245K |
| Valeo Financial Advisors, LLC | 0.01% | New | 7,308 | $242K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 7,105 | $235K |
| OneAscent Family Office, LLC | 0.16% | Add +0.6% | 7,101 | $235K |
| Signal Advisors Wealth, LLC | 0.02% | New | 7,088 | $234K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -9.6% | 6,944 | $230K |
| GTS Securities LLC | 0.01% | New | 6,937 | $229K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 6,900 | $228K |
| SB Capital Management Inc | 0.08% | — | 6,765 | $224K |
| Zhang Financial LLC | 0.01% | Add +0.4% | 6,625 | $219K |
| Sunpointe, LLC | 0.07% | Add +0.6% | 6,619 | $219K |
| Websterrogers Financial Advisors, LLC | 0.06% | No change | 6,560 | $217K |
| Summit Financial Strategies, Inc. | 0.02% | Add +2.3% | 6,439 | $213K |
| VestGen Advisors, LLC | 0.01% | New | 6,424 | $213K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 6,390 | $211K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 6,384 | $211K |
| Private Trust Co. NA | 0.02% | Add +32.8% | 6,282 | $208K |
| Pine Harbor Wealth Management, LLC | 0.06% | No change | 6,247 | $207K |
| TAGStone Capital, Inc. | 0.08% | No change | 6,399 | $205K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | New | 6,204 | $205K |
| Colonial Trust Co / SC | 0.03% | No change | 5,889 | $195K |
| SYM FINANCIAL Corp | 0.02% | Reduce -22.4% | 5,888 | $195K |
| Wells Fargo & Company | 0.00% | Add +21.4% | 5,831 | $193K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 5,401 | $179K |
| Atlantic Union Bankshares Corp | 0.00% | Add +73.0% | 5,231 | $173K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.6% | 5,208 | $172K |
| Frankly Finances, LLC | 0.16% | — | 5,150 | $170K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,602 | $152K |
| Millstone Evans Group, LLC | 0.09% | Reduce -4.5% | 4,572 | $151K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.3% | 4,094 | $135K |
| Rogco, LP | 0.04% | New | 3,887 | $129K |
| Vermillion Wealth Management, Inc. | 0.05% | Reduce -4.5% | 3,804 | $126K |
| AE Wealth Management LLC | 0.00% | Add +34.1% | 3,522 | $117K |
| IFP Advisors, Inc | 0.00% | Reduce -13.8% | 3,490 | $115K |
| Ares Financial Consulting, LLC | 0.11% | — | 3,480 | $115K |
| Signaturefd, LLC | 0.00% | Add +287.3% | 3,319 | $110K |
| Stone House Investment Management, LLC | 0.02% | No change | 3,122 | $103K |
| Franklin Resources Inc. | 0.00% | New | 3,120 | $103K |
| SHP Wealth Management | 0.01% | — | 2,741 | $91K |
| Keystone Financial Group, Inc. | 0.05% | Add +0.6% | 2,706 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.4% | 2,649 | $88K |
| WealthCollab, LLC | 0.04% | No change | 2,601 | $86K |
| MTM Investment Management, LLC | 0.03% | No change | 2,577 | $85K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.5% | 2,427 | $80K |
| BankChampaign, National Association | 0.07% | — | 501 | $75K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,217 | $73K |
| Fifth Third Bancorp | 0.00% | New | 2,096 | $69K |
| Crewe Advisors LLC | 0.01% | No change | 2,084 | $69K |
| First United Bank & Trust | 0.02% | No change | 1,581 | $52K |
| AlphaCore Capital LLC | 0.00% | No change | 1,405 | $46K |
| Topsail Wealth Management, LLC | 0.01% | Add +87.8% | 1,335 | $44K |
| Kennebec Savings Bank | 0.03% | No change | 1,125 | $37K |
| UBS Group AG | 0.00% | Add +359.5% | 1,089 | $36K |
| Elevate Wealth Advisory, Inc. | 0.02% | Add +2335.7% | 1,023 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,000 | $33K |
| Comerica Bank | 0.00% | Reduce -0.6% | 912 | $30K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 681 | $23K |
| Concord Wealth Partners | 0.00% | Add +0.6% | 637 | $21K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 617 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | New | 546 | $18K |
| Washington Trust Advisors, Inc. | 0.00% | Add +0.6% | 529 | $17K |
| RHL Group, LLC | 0.01% | — | 495 | $16K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 440 | $15K |
| Assetmark, Inc. | 0.00% | No change | 380 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -58.8% | 366 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 346 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -78.9% | 346 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -61.8% | 325 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 287 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | New | 283 | $9K |
| Winnacle Wealth LLC | 0.01% | New | 260 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +26.6% | 238 | $8K |
| MAI Capital Management | 0.00% | Reduce -8.2% | 223 | $7K |
| Coston, McIsaac & Partners | 0.00% | New | 222 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 180 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.4% | 172 | $6K |
| Quent Capital, LLC | 0.00% | New | 169 | $6K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +0.7% | 151 | $5K |
| CX Institutional | 0.00% | New | 136 | $4K |
| Integrity Financial Corp | 0.00% | No change | 110 | $4K |
| LRI Investments, LLC | 0.00% | New | 46 | $2K |
| Key Capital Management, INC | 0.00% | — | 34 | $1K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -81.3% | 30 | $992 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -51.8% | 27 | $893 |
| Hurley Capital, LLC | 0.00% | Add +4.5% | 23 | $748 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -100.0% | 1 | $33 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.