Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q2 2026 (June 30)597holders +36
52new positions
15sold out
2famous investors
$40.54avg. 13F price*
At the end of Q2 2026, 597 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 36 from Q1 2026. 52 opened new positions and 15 sold out. The largest holders were Forum Financial Management, LP ($640.8M), Focus Partners Wealth ($402.3M) and Focus Partners Advisor Solutions, LLC ($358.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Emrg MRKT Core
- CUSIP
- 25434V732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $48.2M |
| Exits | 15 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 11,782,364 shares bought and 10,194,623 shares sold, net +1,587,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| Forum Financial Management, LP | 8.23% | Reduce -3.9% | 15,767,639 | $640.8M |
| Focus Partners Wealth | 0.41% | Add +9.8% | 9,899,602 | $402.3M |
| Focus Partners Advisor Solutions, LLC | 3.04% | Add +14.6% | 8,824,359 | $358.6M |
| Sequoia Financial Advisors, LLC | 1.08% | Reduce -0.9% | 5,299,151 | $215.4M |
| Truepoint, Inc. | 4.21% | Reduce -6.1% | 4,964,110 | $201.7M |
| Savant Capital, LLC | 0.52% | Add +3.5% | 4,375,866 | $177.8M |
| HBK Sorce Advisory LLC | 2.56% | Add +3.2% | 3,354,929 | $131.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.18% | Add +3.9% | 3,210,847 | $130.5M |
| HighTower Advisors, LLC | 0.12% | Reduce -0.9% | 3,192,252 | $129.7M |
| Parcion Private Wealth LLC | 5.87% | Reduce -2.8% | 2,602,795 | $105.8M |
| Asset Dedication, LLC | 6.30% | Reduce -0.9% | 2,462,535 | $100.1M |
| Corient Private Wealth LP | 0.13% | Reduce -66.7% | 2,340,768 | $95.1M |
| JMG Financial Group, Ltd. | 2.29% | Add +0.9% | 2,333,403 | $94.8M |
| Maseco LLP | 2.64% | Add +2.7% | 2,307,093 | $93.8M |
| Evensky & Katz LLC | 4.80% | Reduce -3.2% | 2,286,699 | $92.9M |
| Greenspring Advisors, LLC | 5.12% | Reduce -1.7% | 2,275,109 | $92.5M |
| LPL Financial LLC | 0.02% | Add +10.2% | 2,265,466 | $92.1M |
| Rockwood Wealth Management, LLC | 5.54% | Reduce -4.3% | 2,156,982 | $87.7M |
| RW Investment Management LLC | 6.97% | Reduce -1.0% | 1,953,688 | $79.4M |
| Awm Capital, LLC | 6.21% | Add +5.5% | 1,907,601 | $77.5M |
| Bank of Montreal | 0.03% | Add +3.2% | 1,792,948 | $72.9M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +1.8% | 1,777,623 | $72.2M |
| Apella Capital, LLC | 0.92% | Add +0.6% | 1,666,664 | $65.3M |
| Sageworth Trust Co | 2.52% | Reduce -4.5% | 1,575,383 | $64.0M |
| Symmetry Partners, LLC | 3.08% | Add +1.1% | 1,487,895 | $60.5M |
| Mariner, LLC | 0.06% | Add +9.9% | 1,476,229 | $60.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.8% | 1,467,866 | $59.7M |
| Hill Investment Group Partners, LLC | 5.76% | Reduce -3.4% | 1,389,339 | $56.5M |
| EnRich Financial Partners LLC | 11.60% | Reduce -5.6% | 1,201,493 | $48.8M |
| Brighton Jones LLC | 0.88% | Add +2.9% | 1,160,159 | $47.1M |
| Plancorp, LLC | 1.12% | Add +8.2% | 1,191,181 | $46.0M |
| Mosaic Family Wealth Partners, LLC | 3.08% | Add +5.3% | 1,118,058 | $45.4M |
| OneDigital Investment Advisors LLC | 0.38% | Add +3.1% | 1,114,346 | $45.3M |
| Mercer Global Advisors Inc. | 0.05% | Add +2.8% | 1,083,236 | $44.0M |
| Burton Enright Welch | 5.12% | Add +4.0% | 1,073,188 | $43.6M |
| Elser Financial Planning, Inc | 1.83% | Reduce -0.5% | 1,038,515 | $42.2M |
| Oakwell Private Wealth Management, LLC | 6.99% | Reduce -7.3% | 1,036,887 | $42.1M |
| Great Oak Capital Partners, LLC | 9.09% | Reduce -1.3% | 1,087,715 | $42.0M |
| Phillips Financial Management, LLC | 3.07% | Reduce -7.0% | 1,030,632 | $41.9M |
| Rather & Kittrell, Inc. | 5.80% | Reduce -0.9% | 1,021,198 | $41.5M |
| Rockbridge Investment Management, LCC | 3.25% | Add +4.7% | 985,390 | $40.0M |
| Seaside Wealth Management, Inc. | 9.62% | Reduce -0.8% | 957,955 | $38.9M |
| Kooman & Associates | 10.42% | Reduce -4.5% | 954,934 | $38.8M |
| Northern Trust Corp. | 0.00% | Add +1558.0% | 953,835 | $38.8M |
| Old Mission Capital LLC | 0.98% | Add +117.4% | 947,716 | $38.5M |
| Betterment LLC | 0.06% | Add +0.9% | 933,438 | $37.9M |
| Monograph Wealth Advisors, LLC | 3.04% | Add +1.1% | 912,431 | $37.1M |
| Leading Edge Financial Planning LLC | 6.57% | Add +4.6% | 908,460 | $36.9M |
| Your Advocates Ltd., LLP | 9.73% | Reduce -4.5% | 837,466 | $34.0M |
| First Financial Bank - Trust Division | 2.37% | Reduce -9.7% | 817,938 | $33.2M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Reduce -21.2% | 787,822 | $32.0M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 785,076 | $31.9M |
| Financial Plan, Inc. | 2.95% | Add +4.6% | 763,903 | $31.0M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +7.3% | 757,737 | $30.8M |
| Sensible Money, LLC | 8.10% | Reduce -0.2% | 751,422 | $30.5M |
| Peterson Wealth Advisors, LLC | 3.46% | Add +3.0% | 721,033 | $29.3M |
| DiNuzzo Private Wealth, Inc. | 2.88% | Reduce -3.1% | 716,843 | $29.1M |
| Stratos Investment Management, LLC | 1.05% | Reduce -0.7% | 711,907 | $28.9M |
| Syverson Strege & Co | 6.28% | Reduce -5.1% | 709,279 | $28.8M |
| AdvisorNet Financial, Inc | 1.30% | Add +1.8% | 700,959 | $28.5M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +4.8% | 685,305 | $27.9M |
| RS Crum Inc. | 5.10% | Reduce -1.2% | 669,821 | $27.2M |
| Keb Asset Management, LLC | 4.27% | Add +10.1% | 649,273 | $26.4M |
| Integris Wealth Management, LLC | 5.29% | Reduce -4.7% | 644,883 | $26.2M |
| Tencap Wealth Coaching, LLC | 8.26% | Add +6.7% | 640,307 | $26.1M |
| Eaton-Cambridge Inc. | 7.30% | Reduce -2.6% | 638,713 | $26.0M |
| Choreo, LLC | 0.28% | Add +3923.7% | 632,244 | $25.7M |
| BCR Wealth Strategies, LLC | 6.98% | Add +4.0% | 611,157 | $24.8M |
| Miramar Fiduciary Corp | 24.54% | Reduce -32.3% | 610,769 | $24.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +129.5% | 608,711 | $24.7M |
| RFG Advisory, LLC | 0.38% | Reduce -5.6% | 602,160 | $24.5M |
| Premier Financial Group | 4.91% | Reduce -1.2% | 601,280 | $24.4M |
| Evanson Financial, LLC | 1.19% | — | 599,751 | $24.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.6% | 594,664 | $24.2M |
| Pinnacle Financial Group, LLC / IL | 5.87% | Add +1.9% | 591,602 | $24.0M |
| Stordahl Capital Management, Inc. | 4.32% | Reduce -5.7% | 579,855 | $23.6M |
| Heritage Investment Group, Inc. | 3.12% | Add +0.5% | 571,797 | $23.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +151.3% | 571,292 | $23.2M |
| Woodward Financial Advisors, Inc. | 7.66% | — | 563,555 | $22.9M |
| Emprise Bank | 8.41% | Add +3.1% | 561,470 | $22.8M |
| Aspen Capital Management, LLC | 5.00% | Add +4.4% | 557,707 | $22.7M |
| Creative Planning | 0.01% | Add +2.4% | 553,746 | $22.5M |
| Discipline Wealth Solutions, LLC | 1.96% | Add +17.0% | 553,073 | $22.5M |
| Private Wealth Management Group, LLC | 5.19% | Reduce -1.9% | 550,557 | $22.4M |
| Cambridge Financial Group, LLC | 6.96% | Add +0.5% | 544,360 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +18.1% | 537,607 | $21.8M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +4.3% | 529,512 | $21.5M |
| Capstone Capital LLC | 12.13% | Reduce -0.4% | 522,387 | $21.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.10% | Add +3.9% | 515,022 | $20.9M |
| Ballentine Capital Advisors, Inc | 7.88% | Reduce -5.3% | 514,824 | $20.9M |
| Curated Wealth Partners LLC | 2.42% | New | 514,473 | $20.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.21% | Reduce -0.5% | 503,491 | $20.5M |
| Versant Capital Management, Inc | 1.83% | Add +63.6% | 501,593 | $20.4M |
| Sachem Hill LLC | 3.58% | Reduce -3.8% | 495,103 | $20.1M |
| Squire Investment Management Company, LLC | 4.78% | Add +1.7% | 488,613 | $19.9M |
| Arax Advisory Partners | 0.13% | Reduce -10.7% | 478,612 | $19.5M |
| Flagstone Financial Management | 4.34% | Reduce -2.1% | 477,389 | $19.4M |
| von Borstel & Associates, Inc. | 3.94% | Reduce -2.1% | 473,286 | $19.2M |
| Kondo Wealth Advisors, Inc. | 6.31% | Add +1.3% | 464,509 | $18.9M |
| DecisionPoint Financial, LLC | 3.49% | Add +8.8% | 474,963 | $18.9M |
| Equita Financial Network, Inc. | 5.23% | Add +0.1% | 463,928 | $18.9M |
| Peirce Capital Management, LLC | 6.84% | Reduce -3.7% | 459,338 | $18.7M |
| Straight Path Wealth Management | 4.28% | Reduce -1.7% | 451,026 | $18.3M |
| Financial Planning Navigators CORP | 6.85% | Reduce -6.1% | 450,591 | $18.3M |
| Planning Center, Inc. | 1.73% | Reduce -6.6% | 450,063 | $18.3M |
| Cardiff Park Advisors, LLC | 1.41% | Add +5.8% | 447,960 | $18.2M |
| Verisail Partners, LLC | 6.74% | Reduce -3.0% | 447,325 | $18.2M |
| Allworth Financial LP | 0.08% | Reduce -4.2% | 446,846 | $18.2M |
| Factor Wealth Management LTD | 2.67% | Add +37.8% | 434,609 | $17.7M |
| Financial Symmetry Inc | 5.75% | Add +3.3% | 423,709 | $17.2M |
| Trust Co of the South | 2.39% | Add +23.6% | 418,165 | $17.0M |
| Conrad Siegel Investment Advisors, Inc. | 2.71% | Add +39.3% | 410,244 | $16.7M |
| Mattern Wealth Management LLC | 2.70% | Add +31.6% | 404,466 | $16.4M |
| Level Financial Advisors | 3.67% | Add +4.3% | 404,242 | $16.4M |
| Aerodigm Wealth, LLC | 5.51% | Add +1.1% | 400,452 | $16.3M |
| Hassell Wealth Management, LLC | 4.87% | Reduce -0.2% | 402,620 | $15.9M |
| Bfsg, LLC | 1.37% | Reduce -6.8% | 380,727 | $15.5M |
| Foundation Wealth Management, LLC\PA | 4.64% | Add +6.6% | 378,142 | $15.4M |
| Truist Financial Corp. | 0.02% | Add +76.3% | 377,533 | $15.3M |
| Northwest Wealth Management, LLC | 2.02% | Add +8.7% | 376,000 | $15.3M |
| Glenmede Trust Co. NA | 0.07% | Add +1490.9% | 373,431 | $15.2M |
| Brady Martz Wealth Solutions, LLC | 2.29% | Reduce -0.4% | 373,277 | $15.2M |
| HMV Wealth Advisors, LLC | 5.82% | Add +6.7% | 367,572 | $14.9M |
| Hurlow Wealth Management Group, Inc. | 3.04% | Add +10.8% | 359,677 | $14.6M |
| Family Wealth Partners, LLC | 4.44% | Add +4.8% | 355,940 | $14.5M |
| Kaufman Rossin Wealth, LLC | 6.82% | Add +5.7% | 362,467 | $14.4M |
| JGP Wealth Management, LLC | 1.28% | Add +1.6% | 350,783 | $14.3M |
| Susquehanna International Group, LLP | 0.01% | Add +221.1% | 348,442 | $14.2M |
| Midwest Trust Co | 0.16% | Add +11.1% | 345,648 | $14.0M |
| NewEdge Advisors, LLC | 0.04% | Add +6.0% | 343,954 | $14.0M |
| Blume Capital Management, Inc. | 2.07% | Reduce -0.2% | 342,986 | $13.9M |
| New Dimensions Wealth Management, LLC | 10.51% | Reduce -2.2% | 342,272 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Add +89.4% | 341,527 | $13.9M |
| Physician Wealth Solutions Inc. | 5.20% | Reduce -2.7% | 337,691 | $13.7M |
| Integrity Advisory Solutions, LLC | 1.41% | Add +5.7% | 337,013 | $13.7M |
| TFO Wealth Partners, LLC | 1.49% | Add +94.9% | 336,373 | $13.7M |
| Integrated Wealth Concepts LLC | 0.09% | Add +24.4% | 334,391 | $13.6M |
| Jackson Thornton Wealth Management, LLC | 1.07% | Reduce -1.1% | 333,999 | $13.6M |
| Rachor Investment Advisory Services, LLC | 6.66% | Reduce -8.7% | 332,820 | $13.5M |
| Causey Wealth LLC | 5.15% | Reduce -0.8% | 324,527 | $13.2M |
| BCU Wealth Advisors, LLC | 4.37% | Reduce -6.6% | 324,106 | $13.2M |
| Burk Holdings LLC | 4.83% | Add +0.9% | 321,627 | $13.1M |
| Krilogy Financial LLC | 0.38% | Reduce -2.2% | 319,992 | $13.0M |
| Osaic Holdings, Inc. | 0.02% | Add +86.7% | 318,724 | $13.0M |
| Cravens & Co Advisors, LLC | 8.65% | Reduce -18.3% | 316,943 | $12.9M |
| Vannoy Advisory Group, Inc. | 7.13% | Reduce -2.7% | 310,398 | $12.6M |
| Foundations Investment Advisors, LLC | 0.13% | Add +4.0% | 309,981 | $12.6M |
| JFS Wealth Advisors, LLC | 0.62% | Add +26.6% | 308,207 | $12.5M |
| HTG Investment Advisors, Inc. | 3.19% | Add +1.8% | 305,765 | $12.4M |
| Timonier Family Office, LTD. | 3.48% | — | 303,637 | $12.3M |
| Mills Wealth Advisors LLC | 3.87% | Reduce -0.7% | 302,690 | $12.3M |
| Fortitude Family Office, LLC | 2.39% | Reduce -0.6% | 302,027 | $12.3M |
| Ruedi Wealth Management, Inc. | 2.88% | Reduce -0.2% | 301,960 | $12.3M |
| Prospect Financial Group LLC | 9.75% | Reduce -5.7% | 297,935 | $12.1M |
| Watchman Group, Inc. | 2.68% | Reduce -10.6% | 295,106 | $12.0M |
| One Degree Advisors Inc | 2.63% | Add +2.0% | 296,679 | $11.8M |
| Friday Financial | 3.12% | Add +10.1% | 297,223 | $11.6M |
| Scratch Capital LLC | 5.76% | Add +8.3% | 285,363 | $11.6M |
| Tilson Financial Group, Inc. | 3.19% | Add +2.7% | 285,169 | $11.6M |
| Hippocratic Financial Advisors, LLC | 4.22% | Add +2.3% | 275,412 | $11.2M |
| SwitchPoint Financial Planning, LLC | 6.34% | Add +5.1% | 270,393 | $11.0M |
| XY Planning Network, Inc. | 1.37% | Add +6.3% | 269,500 | $11.0M |
| United Wealth Management, LLC | 2.46% | Reduce -1.4% | 269,486 | $11.0M |
| American Investment Services, Inc. | 2.31% | Reduce -0.0% | 269,464 | $11.0M |
| Clarity Wealth Development LLC | 5.92% | Add +10.6% | 262,588 | $10.7M |
| BCO Wealth Management LLC | 5.81% | Add +1.2% | 262,316 | $10.7M |
| Integrity Alliance, Llc. | 0.33% | Reduce -17.2% | 261,963 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.5% | 258,320 | $10.5M |
| Wealth Advisors Northwest LLC | 3.56% | Add +1.7% | 256,711 | $10.4M |
| SC&H Financial Advisors, Inc. | 1.38% | Add +2.5% | 255,345 | $10.4M |
| Lutz Financial Services LLC | 0.63% | Add +3.5% | 254,366 | $10.3M |
| Bridge Generations Wealth Management LLC | 5.20% | Add +1.0% | 250,965 | $10.2M |
| Quarry Hill Advisors, LLC | 3.81% | Reduce -1.5% | 244,278 | $9.9M |
| B&D White Capital Company, LLC | 0.97% | Reduce -0.9% | 240,097 | $9.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.48% | Add +6.1% | 237,364 | $9.6M |
| Financial Harvest, LLC | 3.94% | Add +6.4% | 234,716 | $9.5M |
| Hiley Hunt Wealth Management | 3.71% | Reduce -2.4% | 231,178 | $9.4M |
| Client 1ST Advisory Group, LLC | 2.51% | Reduce -0.5% | 230,175 | $9.4M |
| Studio Investment Management LLC | 1.55% | Add +3.7% | 225,022 | $9.1M |
| Keyvantage Wealth, LLC | 3.42% | Add +2.0% | 222,657 | $9.0M |
| Gradient Capital Advisors, LLC | 2.09% | Reduce -3.2% | 222,157 | $9.0M |
| Pacific Asset Management, LLC | 4.42% | Add +0.1% | 221,566 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +0.4% | 219,704 | $8.9M |
| MML Investors Services, LLC | 0.02% | Reduce -7.3% | 210,133 | $8.5M |
| Tillman Hartley LLC | 1.90% | Reduce -12.3% | 208,018 | $8.5M |
| HBE Wealth Management, LLC | 5.94% | Add +28.5% | 203,626 | $8.3M |
| O'Connor Financial Group LLC | 2.88% | Reduce -8.9% | 200,190 | $8.1M |
| Parkwoods Wealth Partners, LLC | 1.29% | Add +27.9% | 198,267 | $8.1M |
| Klaas Financial Asset Advisors, LLC | 0.99% | Reduce -2.6% | 196,518 | $8.0M |
| E-Wealth Partners, LLC | 5.76% | Add +1.2% | 196,011 | $8.0M |
| Beacon Hill Wealth Management LTD. | 5.41% | — | 192,156 | $7.8M |
| KFG Wealth Management, LLC | 0.86% | Reduce -1.7% | 186,481 | $7.6M |
| Mission Wealth Management, LP | 0.09% | Add +683.7% | 186,267 | $7.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.1% | 184,783 | $7.5M |
| Liberty Wealth Management LLC | 0.93% | No change | 214,986 | $7.4M |
| Vestia Personal Wealth Advisors | 2.88% | Add +4.1% | 181,739 | $7.4M |
| DAVENPORT & Co LLC | 0.04% | Reduce -27.0% | 180,353 | $7.3M |
| ARK & TLK Investments, LLC | 1.80% | Reduce -5.7% | 179,428 | $7.3M |
| Passive Capital Management, LLC. | 2.25% | Reduce -4.5% | 217,976 | $7.2M |
| Longview Financial Advisors LLC | 3.55% | Reduce -3.8% | 176,579 | $7.2M |
| HB Wealth Management, LLC | 0.04% | Reduce -6.1% | 176,573 | $7.2M |
| Foundry Financial LLC | 2.41% | Add +11.7% | 175,767 | $7.1M |
| AQR Capital Management | 0.00% | Add +30.0% | 175,132 | $7.1M |
| Park Avenue Securities LLC | 0.04% | Add +16.9% | 174,563 | $7.1M |
| Vantage Point Financial LLC | 2.16% | Add +5.2% | 174,184 | $7.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.7% | 173,741 | $7.1M |
| Claris Advisors, LLC / Mo / | 1.82% | Add +6.3% | 171,254 | $7.0M |
| Arcadia Wealth Management, Inc. | 3.23% | Add +1.4% | 166,772 | $6.8M |
| Vistica Wealth Advisors, LLC | 5.83% | Add +6.8% | 165,834 | $6.7M |
| LifeGuide Financial Advisors, LLC | 1.92% | Reduce -1.2% | 165,470 | $6.7M |
| Cloud Capital Management, LLC | 2.43% | Add +8.8% | 163,825 | $6.7M |
| SageOak Financial, LLC | 4.34% | Reduce -8.8% | 163,453 | $6.6M |
| RCS Financial Planning, LLC | 2.99% | Reduce -4.0% | 155,509 | $6.3M |
| Sageworth Trust Co of South Dakota | 3.89% | Add +28.8% | 155,277 | $6.3M |
| Apollon Wealth Management, LLC | 0.08% | Add +33.8% | 154,666 | $6.3M |
| Avior Wealth Management, LLC | 0.16% | Add +27.3% | 152,960 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 154,080 | $6.2M |
| Modera Wealth Management, LLC | 0.07% | Add +631.5% | 150,245 | $6.1M |
| Prism Planning Partners LLC | 6.38% | Add +0.8% | 148,271 | $6.0M |
| Modern Wealth Management, LLC | 0.07% | Reduce -12.8% | 147,831 | $6.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +7.0% | 146,226 | $5.9M |
| NorthAvenue LLC | 4.15% | Reduce -2.5% | 142,448 | $5.8M |
| Aspen Wealth Management LLC | 0.97% | Add +10.6% | 140,669 | $5.7M |
| Professional Financial Solutions LLC | 4.41% | Add +3.3% | 139,584 | $5.7M |
| Avant Financial Advisors LLC | 3.47% | Reduce -0.3% | 137,051 | $5.6M |
| TCI Wealth Advisors, Inc. | 0.24% | Reduce -1.0% | 134,106 | $5.5M |
| Pillar Financial Advisors, LLC | 2.82% | Add +0.6% | 132,817 | $5.4M |
| CogentBlue Wealth Advisors, LLC | 3.06% | Add +0.3% | 131,403 | $5.3M |
| American Capital Advisory, LLC | 1.95% | Add +5.8% | 131,314 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 128,722 | $5.2M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -2.2% | 128,655 | $5.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.40% | Reduce -2.8% | 128,595 | $5.2M |
| Visionary Wealth Advisors | 0.20% | Add +1.3% | 127,449 | $5.2M |
| Riverchase Wealth Management, LLC | 2.41% | Add +0.4% | 127,302 | $5.2M |
| BetterWealth, LLC | 0.91% | Reduce -0.8% | 126,772 | $5.2M |
| Vista Capital Partners, Inc. | 0.44% | Add +6.0% | 122,904 | $5.0M |
| Jane Street Group, LLC | 0.00% | Reduce -89.0% | 121,426 | $4.9M |
| Fiduciary Financial Group, LLC | 0.56% | Add +5.3% | 120,851 | $4.9M |
| Porter White Investment Advisors, Inc. | 1.87% | Reduce -0.1% | 119,479 | $4.9M |
| Outbound Financial Inc | 3.14% | Reduce -0.4% | 119,407 | $4.9M |
| Rehmann Capital Advisory Group | 0.22% | Reduce -1.7% | 116,936 | $4.8M |
| Legacy Financial Group, Inc. | 1.09% | Add +5.7% | 115,280 | $4.7M |
| Family Office Research LLC | 1.70% | Add +3.0% | 111,245 | $4.5M |
| Accurate Wealth Management, LLC | 0.43% | Add +0.8% | 111,890 | $4.5M |
| SJS Investment Consulting Inc. | 0.48% | Reduce -1.9% | 109,192 | $4.4M |
| Kane Co Wealth Management, Inc. | 3.31% | Add +1.6% | 107,440 | $4.4M |
| Platform Wealth Management, LLC | 1.57% | — | 105,365 | $4.3M |
| Sowell Financial Services LLC | 0.14% | Add +0.6% | 104,168 | $4.2M |
| Shore Point Advisors, LLC | 1.45% | Add +7.5% | 104,043 | $4.2M |
| Simplicity Wealth,LLC | 0.14% | Add +13.9% | 103,592 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +1.0% | 103,029 | $4.2M |
| Wheels Up Wealth, Inc. | 3.48% | Reduce -3.9% | 100,926 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +167.9% | 117,393 | $4.1M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.88% | Add +10.0% | 100,774 | $4.1M |
| CSP Financial Group, LLC | 3.47% | Add +10.7% | 100,233 | $4.1M |
| Five Oceans Advisors | 1.28% | Reduce -2.2% | 98,255 | $4.0M |
| Strengthening Families & Communities, LLC | 0.89% | Add +1.3% | 97,977 | $4.0M |
| Grand Wealth Management, LLC | 1.64% | Reduce -11.6% | 96,672 | $3.9M |
| Rialto Wealth Management, LLC | 0.77% | Add +21.5% | 95,318 | $3.9M |
| JDH Wealth Management, LLC | 2.35% | Add +0.1% | 94,943 | $3.9M |
| Signature Resources Capital Management, LLC | 1.52% | Reduce -3.0% | 94,862 | $3.9M |
| Shearwater Capital LLC | 1.83% | Add +12.8% | 94,261 | $3.8M |
| Capstone Wealth Management, LLC | 1.77% | Reduce -2.4% | 94,064 | $3.8M |
| Waterfront Wealth Inc. | 0.58% | Reduce -0.9% | 93,367 | $3.7M |
| AA Financial Advisors, LLC | 0.44% | Reduce -1.5% | 90,518 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -51.0% | 86,470 | $3.5M |
| Private Advisory Group LLC | 0.19% | New | 85,847 | $3.5M |
| Citigroup Inc. | 0.00% | Add +37.3% | 84,658 | $3.4M |
| Axxcess Wealth Management, LLC | 0.05% | New | 84,159 | $3.4M |
| JNBA Financial Advisors | 0.26% | Reduce -1.7% | 83,714 | $3.4M |
| Cogent Strategic Wealth LLC | 3.19% | Reduce -5.4% | 82,305 | $3.3M |
| Abel Hall, LLC | 0.57% | Add +4.3% | 81,302 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +62.2% | 80,922 | $3.3M |
| BluePrint Investing LLC | 2.74% | Add +0.7% | 80,300 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -2.6% | 82,727 | $3.3M |
| Heffernan Advisory, Inc. | 2.71% | Add +2.4% | 79,564 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +83.2% | 80,544 | $3.2M |
| ShankerValleau Wealth Advisors, Inc. | 0.82% | Reduce -3.9% | 77,045 | $3.1M |
| Bridgewater Advisors Inc. | 0.17% | Reduce -25.1% | 81,105 | $3.1M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.1% | 80,241 | $3.1M |
| Shufro Rose & Co. LLC | 0.18% | Add +5.5% | 75,333 | $3.1M |
| Austin Wealth Management, LLC | 0.64% | Reduce -5.6% | 80,187 | $3.0M |
| Advisory Services Network, LLC | 0.03% | Add +14.1% | 74,333 | $3.0M |
| Austin Asset Management Co Inc | 0.43% | Reduce -5.6% | 74,237 | $3.0M |
| Abacus Planning Group, Inc. | 0.37% | Add +18.8% | 73,665 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -1.8% | 73,277 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +7.7% | 72,405 | $2.9M |
| Vise Technologies, Inc. | 0.03% | Add +76.3% | 72,305 | $2.9M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -23.3% | 72,277 | $2.9M |
| Valeo Financial Advisors, LLC | 0.06% | Add +506.7% | 71,406 | $2.9M |
| Root Financial Partners, LLC | 0.11% | Reduce -3.4% | 71,312 | $2.9M |
| RTD Financial Advisors, Inc. | 0.31% | Add +33.2% | 70,103 | $2.8M |
| Strategent Financial, LLC | 1.63% | Add +3.7% | 69,490 | $2.8M |
| W.H. Cornerstone Investments Inc. | 1.59% | Reduce -13.3% | 69,073 | $2.8M |
| Essential Planning, LLC. | 0.79% | Add +20.5% | 68,715 | $2.8M |
| M Holdings Securities, Inc. | 0.38% | Reduce -29.6% | 69,225 | $2.8M |
| Dopkins Wealth Management, LLC | 1.00% | Reduce -0.5% | 67,472 | $2.7M |
| Sax Wealth Advisors, LLC | 0.11% | New | 78,625 | $2.7M |
| PW Advisors, LLC \ FL | 1.78% | Reduce -2.5% | 65,754 | $2.7M |
| BDFS Capital LLC | 1.15% | Add +21.6% | 65,341 | $2.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.05% | Reduce -8.9% | 64,855 | $2.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.8% | 64,273 | $2.6M |
| Entrust Financial LLC | 1.69% | Reduce -4.3% | 64,061 | $2.6M |
| Triad Wealth Partners, LLC | 0.15% | Add +2.9% | 67,682 | $2.6M |
| WorthPointe, LLC | 0.64% | Reduce -3.8% | 62,805 | $2.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +5.9% | 59,534 | $2.4M |
| Smartleaf Asset Management LLC | 0.08% | No change | 60,374 | $2.4M |
| Nalls Sherbakoff Group, LLC | 1.71% | Reduce -4.1% | 59,329 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +1.6% | 59,186 | $2.4M |
| VeraBank, N.A. | 0.40% | Reduce -3.6% | 58,901 | $2.4M |
| Warburton Capital Management, LLC | 0.97% | Add +2.7% | 58,475 | $2.4M |
| Fiduciary Financial Advisors | 0.24% | Add +80.0% | 58,411 | $2.4M |
| Nwam LLC | 0.12% | Add +3.1% | 56,756 | $2.3M |
| Liberty Capital Management, Inc. | 0.39% | — | 56,315 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.8% | 55,404 | $2.3M |
| Pinney & Scofield, Inc. | 1.10% | Add +6.3% | 55,200 | $2.2M |
| Savvy Advisors, Inc. | 0.05% | Add +5.5% | 55,064 | $2.2M |
| Breakwater Capital Group | 0.27% | Add +0.3% | 54,889 | $2.2M |
| Sprinkle Financial Consultants LLC | 0.87% | Add +0.1% | 54,403 | $2.2M |
| Financial Alternatives, Inc | 1.09% | Reduce -0.7% | 54,329 | $2.2M |
| Index Fund Advisors, Inc. | 0.09% | Add +11.4% | 54,248 | $2.2M |
| Security Financial Services, INC. | 0.30% | Reduce -12.3% | 53,933 | $2.2M |
| Veratis Advisors, Inc. | 1.51% | — | 52,420 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | New | 51,904 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.23% | New | 50,592 | $2.1M |
| Ballast Financial Advisors LLC | 1.84% | Reduce -3.2% | 49,952 | $2.0M |
| Lodestone Wealth Management LLC | 0.71% | Reduce -2.0% | 49,743 | $2.0M |
| FMB Wealth Management | 0.74% | Add +10.1% | 49,313 | $2.0M |
| Applied Capital LLC | 0.63% | Reduce -5.9% | 48,275 | $2.0M |
| Torren Management, LLC | 0.99% | Reduce -8.3% | 47,675 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -62.3% | 47,480 | $1.9M |
| Core Wealth Management, Inc. | 0.54% | Reduce -2.8% | 47,274 | $1.9M |
| Elite Life Management LLC | 2.25% | Add +34.5% | 49,089 | $1.9M |
| Entrewealth, LLC | 0.70% | Reduce -2.1% | 48,677 | $1.9M |
| Navigate Wealth Management, LLC | 1.17% | Add +0.1% | 50,112 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +15.5% | 46,550 | $1.9M |
| Approach Retirement Advisors, LLC | 1.37% | Reduce -1.2% | 46,276 | $1.9M |
| Ariadne Wealth Management, LP | 0.82% | Add +3.1% | 45,888 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +23.1% | 45,353 | $1.8M |
| Meritas Wealth Management, LLC | 0.72% | Reduce -0.0% | 45,295 | $1.8M |
| Vestment Financial LLC | 0.82% | Reduce -1.5% | 46,104 | $1.8M |
| Up Strategic Wealth Investment Advisors LLC | 1.08% | Add +17.9% | 46,304 | $1.8M |
| UBS Group AG | 0.00% | Add +1.9% | 43,349 | $1.8M |
| Empire Financial Management Company, LLC | 0.70% | Add +1.6% | 43,219 | $1.8M |
| Avise Financial Cooperative, Inc. | 1.23% | Reduce -13.7% | 42,603 | $1.7M |
| Enzi Wealth | 0.55% | Reduce -9.3% | 44,059 | $1.7M |
| Poinciana Advisors Group, LLC | 1.28% | Reduce -0.2% | 42,349 | $1.7M |
| Aegis Wealth Management LLC | 0.81% | Reduce -1.7% | 42,235 | $1.7M |
| Strathmore Capital Advisors, Inc. | 0.46% | Add +8.9% | 44,213 | $1.7M |
| Selective Wealth Management, Inc. | 0.43% | Add +104.7% | 43,733 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +799.5% | 40,541 | $1.6M |
| Canvas Wealth Advisors, LLC | 0.23% | Add +32.5% | 39,760 | $1.6M |
| Integras Partners LLC | 0.88% | Reduce -1.2% | 39,289 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +155.3% | 39,224 | $1.6M |
| Corus Family Wealth Advisors | 1.09% | Add +1.3% | 38,881 | $1.6M |
| Wedmont Private Capital | 0.04% | Add +0.3% | 39,108 | $1.6M |
| First Financial Group Corp | 1.10% | Add +1.6% | 37,464 | $1.5M |
| Belleair Asset Management, LLC | 1.26% | Add +0.4% | 36,710 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +0.7% | 36,529 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +2.9% | 36,131 | $1.5M |
| Tru Independence Asset Management 2, LLC | 0.79% | Reduce -1.6% | 36,016 | $1.5M |
| Red Lighthouse Investment Management, LLC | 0.43% | No change | 35,788 | $1.5M |
| Sensenig Capital Advisors, Inc | 1.27% | Reduce -77.0% | 34,231 | $1.4M |
| Gemmer Asset Management LLC | 0.09% | Add +11.4% | 33,592 | $1.4M |
| RB Capital Management, LLC | 0.28% | Add +57.3% | 33,568 | $1.4M |
| Live Oak Private Wealth LLC | 0.17% | Reduce -15.6% | 32,967 | $1.3M |
| 25 LLC | 0.37% | Add +4.8% | 32,857 | $1.3M |
| SageView Advisory Group, LLC | 0.04% | Reduce -6.6% | 32,206 | $1.3M |
| Two West Capital Advisors LLC | 0.64% | Reduce -2.9% | 34,164 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +16.5% | 31,406 | $1.3M |
| Morris Financial Concepts, Inc. | 0.39% | Reduce -6.5% | 31,283 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +12.0% | 31,155 | $1.3M |
| Bayshore Asset Management, LLC | 0.45% | Add +0.0% | 30,804 | $1.3M |
| Dala Group, LLC | 1.02% | Reduce -0.5% | 30,388 | $1.2M |
| Beacon Financial Advisory LLC | 0.24% | Add +13.9% | 29,719 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 29,308 | $1.2M |
| Clear Creek Financial Management, LLC | 0.08% | Add +1.9% | 29,297 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Add +10.5% | 29,174 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +8.0% | 29,173 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.14% | Add +3.2% | 28,069 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.36% | Reduce -2.7% | 27,775 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +26.8% | 27,764 | $1.1M |
| Rf&l Wealth Management, LLC | 0.75% | Reduce -3.8% | 27,447 | $1.1M |
| Daner Wealth Management, LLC | 0.60% | Add +11.9% | 27,930 | $1.1M |
| Sterling Wealth Advisors Inc | 0.60% | Reduce -1.8% | 27,060 | $1.1M |
| Altiora Financial Group, LLC | 0.17% | Add +0.2% | 26,911 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Reduce -71.7% | 26,724 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 26,304 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.20% | Reduce -5.3% | 25,768 | $1.0M |
| Mission Hills Financial Advisory, LLC | 0.46% | New | 25,499 | $1.0M |
| Lauterbach Financial Advisors, LLC | 0.43% | Add +0.7% | 24,801 | $1.0M |
| marrick wealth, LLC | 0.71% | Reduce -4.0% | 24,583 | $999K |
| Burney Co./ | 0.03% | Reduce -3.6% | 22,804 | $927K |
| Blossom Wealth Management | 1.29% | Add +4.8% | 22,508 | $915K |
| Signaturefd, LLC | 0.01% | Reduce -2.8% | 22,098 | $898K |
| Ridgeline Wealth, LLC | 0.52% | Reduce -2.8% | 21,883 | $889K |
| Disciplined Investments, LLC | 0.28% | Add +12.1% | 21,682 | $881K |
| Brookstone Capital Management | 0.01% | Add +10.4% | 21,493 | $873K |
| Global Financial Private Client, LLC | 0.24% | Add +57.5% | 21,397 | $870K |
| GEM Asset Management, LLC | 0.32% | Add +0.7% | 20,284 | $824K |
| Nuveen, LLC | 0.00% | New | 20,274 | $824K |
| Rockefeller Capital Management L.P. | 0.00% | Add +25.7% | 20,170 | $820K |
| Joel Isaacson & Co., LLC | 0.02% | New | 19,780 | $804K |
| Oath Planning, LLC | 0.60% | Reduce -0.5% | 19,734 | $802K |
| Higgins & Schmidt Wealth Strategies LLC | 0.33% | Reduce -5.3% | 19,640 | $798K |
| USAdvisors Wealth Management, LLC | 0.22% | Reduce -1.9% | 19,218 | $781K |
| Arkadios Wealth Advisors | 0.01% | Add +0.0% | 19,133 | $778K |
| E6 Portfolios, LLC | 0.61% | Reduce -3.6% | 18,880 | $767K |
| Opulen Financial Group LLC | 0.48% | Add +14.6% | 18,614 | $756K |
| FMR LLC | 0.00% | Add +6.7% | 18,548 | $754K |
| Chico Wealth RIA | 0.39% | No change | 18,235 | $741K |
| Oceanside Advisors LLC | 0.37% | Reduce -1.0% | 18,058 | $734K |
| Astra Wealth Partners LLC | 0.41% | Add +25.0% | 18,025 | $733K |
| HUB Investment Partners, LLC | 0.01% | New | 17,794 | $723K |
| Andrews, Lucia Wealth Management LLC | 0.38% | Reduce -4.9% | 17,638 | $717K |
| Bessemer Group Inc. | 0.00% | Add +18.9% | 17,353 | $705K |
| Cogent Private Wealth, Inc. | 0.44% | Reduce -0.3% | 17,204 | $699K |
| Prospera Financial Services Inc | 0.01% | Add +66.8% | 17,110 | $695K |
| Cetera Investment Advisers | 0.00% | Add +22.4% | 16,960 | $689K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -9.0% | 16,800 | $683K |
| Gordian Advisors LLC | 0.40% | Reduce -3.5% | 16,694 | $678K |
| Tred Avon Family Wealth, LLC | 0.21% | Add +7.6% | 16,635 | $676K |
| Equitable Holdings, Inc. | 0.00% | Add +4.6% | 16,392 | $666K |
| Garde Capital, Inc. | 0.03% | No change | 16,265 | $661K |
| Seven Mile Advisory | 0.44% | Add +0.4% | 16,129 | $655K |
| Tortoise Investment Management, LLC | 0.05% | Add +0.0% | 15,956 | $648K |
| Essex Financial Services, Inc. | 0.03% | New | 15,868 | $645K |
| Wealth Management Nebraska | 0.06% | No change | 15,776 | $641K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $638K |
| Quad-Cities Investment Group, LLC | 0.22% | Reduce -3.3% | 15,343 | $624K |
| Caprock Group, LLC | 0.01% | Add +0.0% | 14,959 | $608K |
| Flputnam Investment Management Co. | 0.01% | Reduce -31.9% | 14,958 | $608K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -8.1% | 14,846 | $590K |
| True Wealth Design, LLC | 0.14% | Reduce -2.4% | 14,438 | $587K |
| Lam Group, Inc. | 0.29% | Add +0.0% | 14,310 | $582K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -19.4% | 14,010 | $569K |
| Johnson Investment Counsel Inc. | 0.00% | Add +38.0% | 13,864 | $563K |
| Xcelsior Advisor Partners LLC | 0.07% | Reduce -0.3% | 13,725 | $558K |
| Morling Financial Advisors, LLC | 0.15% | Reduce -1.5% | 13,596 | $553K |
| IF Advisors, LLC | 0.36% | No change | 13,525 | $550K |
| Fortis Capital Management LLC | 0.06% | Add +0.6% | 13,252 | $539K |
| Florida Trust Wealth Management Co | 0.01% | New | 13,032 | $530K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 12,912 | $525K |
| Citizens & Northern Corp. | 0.12% | No change | 12,833 | $522K |
| Venture Visionary Partners LLC | 0.01% | New | 12,718 | $517K |
| Donalies Financial Planning, LLC | 0.38% | Add +14.4% | 12,712 | $517K |
| Aurelius Family Office LLC | 0.20% | Reduce -0.4% | 12,376 | $503K |
| Pure Financial Advisors, LLC | 0.01% | Add +5.5% | 12,251 | $498K |
| Boyce & Associates Wealth Consulting, Inc. | 0.34% | Add +7.8% | 12,203 | $496K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.9% | 11,886 | $483K |
| Schulz Wealth, LTD. | 0.25% | — | 11,762 | $478K |
| Mustard Seed Financial, LLC | 0.25% | Reduce -2.7% | 11,759 | $478K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +7.0% | 11,684 | $475K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 11,596 | $471K |
| Cresset Asset Management, LLC | 0.00% | Reduce -24.5% | 11,483 | $467K |
| MAI Capital Management | 0.00% | Add +4853.8% | 11,047 | $449K |
| McGrath & Associates, Inc. | 0.58% | Reduce -3.0% | 11,029 | $448K |
| TCFG Investment Advisors, LLC | 0.15% | Add +1.1% | 10,799 | $439K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -4.6% | 10,665 | $433K |
| Lifeworks Advisors, LLC | 0.04% | No change | 10,547 | $429K |
| Cascade Financial Partners, LLC | 0.04% | No change | 10,500 | $427K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,307 | $419K |
| Compass Ion Advisors, LLC | 0.04% | No change | 9,995 | $406K |
| Shepherd Financial Partners LLC | 0.03% | New | 9,989 | $406K |
| Amicus Financial Advisors, LLC | 0.10% | Add +29.6% | 9,878 | $401K |
| Cahill Financial Advisors Inc. | 0.04% | Add +45.8% | 9,605 | $390K |
| Disciplined Equity Management, Inc. | 0.17% | Add +0.6% | 9,520 | $387K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -17.7% | 9,028 | $367K |
| Calton & Associates, Inc. | 0.05% | Add +11.9% | 8,793 | $357K |
| Tandemgrowth Financial Advisors LLC | 0.29% | No change | 8,773 | $357K |
| Riverbend Wealth Management, LLC | 0.18% | Add +2.6% | 8,603 | $350K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.3% | 8,596 | $349K |
| Colonial Trust Co / SC | 0.04% | Add +51.9% | 8,542 | $347K |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 8,534 | $347K |
| Apollon Financial, LLC | 0.04% | New | 8,395 | $341K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,384 | $341K |
| Silver Oak Securities, Incorporated | 0.02% | Add +21.1% | 8,251 | $335K |
| Freedom Investment Management, Inc. | 0.09% | Add +1.3% | 8,201 | $333K |
| Inspire Advisors, LLC | 0.02% | New | 7,684 | $312K |
| Facet Wealth, Inc. | 0.00% | New | 7,671 | $312K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +2.6% | 7,636 | $310K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.6% | 7,874 | $308K |
| Foster & Motley Inc. | 0.01% | No change | 7,332 | $298K |
| Private Advisor Group, LLC | 0.00% | Reduce -65.9% | 7,294 | $296K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -50.0% | 7,105 | $289K |
| Babb Wealth Advisors LLC | 0.14% | No change | 6,993 | $284K |
| Silver Oak Wealth Advisors Services, LLC | 0.17% | No change | 6,900 | $280K |
| Maryland Capital Advisors Inc. | 0.09% | — | 6,792 | $276K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.3% | 6,766 | $275K |
| Strategic Blueprint, LLC | 0.01% | Reduce -1.8% | 6,681 | $272K |
| Hanover Advisors Inc. | 0.10% | Reduce -15.1% | 6,590 | $268K |
| Websterrogers Financial Advisors, LLC | 0.07% | No change | 6,560 | $267K |
| TAGStone Capital, Inc. | 0.08% | Add +1.0% | 6,531 | $265K |
| Freedom Day Solutions, LLC | 0.06% | No change | 6,512 | $265K |
| C M Bidwell & Associates Ltd. | 0.11% | Reduce -0.0% | 6,497 | $264K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | No change | 6,831 | $264K |
| VestGen Advisors, LLC | 0.01% | Add +0.0% | 6,427 | $261K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 6,384 | $259K |
| Sunpointe, LLC | 0.07% | Add +0.6% | 6,325 | $257K |
| Private Trust Co. NA | 0.02% | No change | 6,282 | $255K |
| Quantum Financial Advisors, LLC | 0.03% | Reduce -1.2% | 6,231 | $253K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 6,204 | $252K |
| OMNI 360 Wealth, Inc. | 0.12% | New | 6,192 | $252K |
| Forefront Wealth Partners, LLC | 0.08% | New | 6,188 | $251K |
| Frankly Finances, LLC | 0.19% | Reduce -5.2% | 5,980 | $243K |
| Zhang Financial LLC | 0.01% | Add +0.4% | 5,917 | $240K |
| SYM FINANCIAL Corp | 0.02% | Add +0.0% | 5,890 | $239K |
| Tranquility Partners, LLC | 0.08% | New | 5,861 | $238K |
| Old Peak Finance LLC | 0.11% | New | 5,808 | $236K |
| Stirlingshire Investments, Inc. | 0.17% | Reduce -1.6% | 5,740 | $233K |
| Diversify Advisory Services, LLC | 0.00% | New | 6,097 | $231K |
| Diversify Wealth Management, LLC | 0.00% | New | 6,097 | $231K |
| Baird Financial Group, Inc. | 0.00% | New | 5,661 | $230K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,606 | $228K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +128.9% | 5,561 | $226K |
| Hoxton Planning & Management, LLC | 0.06% | New | 5,511 | $224K |
| Greenwood Capital Associates LLC | 0.02% | New | 5,480 | $223K |
| Doliver Advisors, LP | 0.05% | New | 5,400 | $219K |
| AE Wealth Management LLC | 0.00% | Reduce -74.2% | 5,347 | $217K |
| World Investment Advisors | 0.00% | New | 6,040 | $217K |
| True North Advisors, LLC | 0.02% | New | 5,248 | $213K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +0.0% | 5,211 | $212K |
| Smith, Moore & Co. | 0.01% | New | 5,160 | $210K |
| Broadhurst Jeffrey B | 0.44% | Reduce -67.3% | 5,138 | $209K |
| Fidelis Capital Partners, LLC | 0.01% | New | 5,133 | $209K |
| WPWealth LLP | 0.03% | New | 5,098 | $207K |
| DBK Financial Counsel, LLC | 0.17% | New | 5,075 | $206K |
| LexAurum Advisors, LLC | 0.02% | New | 5,044 | $205K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 5,030 | $204K |
| Advyzon Investment Management, LLC | 0.01% | New | 5,026 | $204K |
| Vance Wealth, LLC | 0.05% | New | 4,976 | $202K |
| UMB Bank, n.a. | 0.00% | No change | 4,731 | $192K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.4% | 4,655 | $189K |
| Millstone Evans Group, LLC | 0.10% | Reduce -2.7% | 4,503 | $183K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.3% | 4,112 | $167K |
| Rogco, LP | 0.05% | No change | 3,887 | $158K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 3,875 | $157K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +0.6% | 3,832 | $156K |
| Assetmark, Inc. | 0.00% | Add +878.2% | 3,717 | $151K |
| Topsail Wealth Management, LLC | 0.02% | Add +14.4% | 3,262 | $133K |
| Fifth Third Bancorp | 0.00% | Reduce -4.5% | 3,130 | $127K |
| Stone House Investment Management, LLC | 0.02% | Reduce -4.7% | 3,001 | $122K |
| Ares Financial Consulting, LLC | 0.08% | Reduce -19.5% | 2,825 | $115K |
| Keystone Financial Group, Inc. | 0.06% | Add +0.6% | 2,725 | $111K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -34.9% | 2,676 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,649 | $108K |
| WealthCollab, LLC | 0.04% | No change | 2,601 | $106K |
| MTM Investment Management, LLC | 0.03% | No change | 2,577 | $105K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -58.7% | 2,378 | $97K |
| IFG Advisory, LLC | 0.00% | Add +20.8% | 2,299 | $93K |
| Community Bank, N.A. | 0.01% | New | 2,290 | $93K |
| Forum Finance Group S.A. | 0.03% | No change | 2,669 | $88K |
| Franklin Resources Inc. | 0.00% | Reduce -32.0% | 2,120 | $86K |
| Crewe Advisors LLC | 0.01% | No change | 2,084 | $85K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 1,897 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1901.1% | 1,781 | $72K |
| Aptus Capital Advisors, LLC | 0.00% | Add +380.4% | 1,691 | $69K |
| Concord Wealth Partners | 0.01% | New | 1,645 | $67K |
| BankChampaign, National Association | 0.05% | No change | 1,503 | $61K |
| AlphaCore Capital LLC | 0.00% | No change | 1,405 | $57K |
| Vanguard Advisers Inc. | 0.00% | No change | 1,268 | $52K |
| Capital Analysts, LLC | 0.00% | New | 1,266 | $51K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +71.3% | 1,172 | $48K |
| Kennebec Savings Bank | 0.04% | No change | 1,125 | $46K |
| Acumen Wealth Advisors, LLC | 0.01% | New | 1,094 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +409.4% | 917 | $37K |
| Elevate Wealth Advisory, Inc. | 0.02% | Reduce -42.6% | 830 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -18.1% | 819 | $33K |
| Howe & Rusling Inc. | 0.00% | New | 789 | $32K |
| Spire Wealth Management | 0.00% | Add +136.9% | 789 | $32K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 681 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 546 | $22K |
| Washington Trust Advisors, Inc. | 0.00% | Add +0.6% | 533 | $22K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 504 | $20K |
| Hantz Financial Services, Inc. | 0.00% | New | 469 | $19K |
| RHL Group, LLC | 0.02% | Reduce -5.5% | 461 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -99.3% | 411 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.0% | 399 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.4% | 357 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 325 | $13K |
| Go Invest LLC | 0.00% | Add +6.0% | 300 | $12K |
| Gables Capital Management Inc. | 0.00% | No change | 287 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -45.4% | 229 | $9K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 223 | $9K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 214 | $9K |
| CoreCap Advisors, LLC | 0.00% | Reduce -12.0% | 198 | $8K |
| LRI Investments, LLC | 0.00% | Add +38.0% | 149 | $6K |
| Archer Investment Corp | 0.00% | No change | 140 | $6K |
| Integrity Financial Corp | 0.00% | No change | 110 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 101 | $4K |
| Buck Wealth Strategies, LLC | 0.00% | New | 84 | $3K |
| Key Capital Management, INC | 0.00% | Add +8.1% | 40 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 30 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 23 | $926 |
| Quent Capital, LLC | 0.00% | No change | 2 | $82 |
| Cambient Family Office, LLC | 0.00% | New | 1 | $41 |
| St Germain D J Co. Inc. | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.