Dimensional US Small Cap ValDFSVETF
13F holders, Q4 2025 (December 31)524holders +62
36new positions
19sold out
4famous investors
$32.96avg. 13F price*
At the end of Q4 2025, 524 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 62 from Q3 2025. 36 opened new positions and 19 sold out. The largest holders were Savant Capital, LLC ($529.0M), Corient Private Wealth LP ($240.0M) and Mather Group, Llc. ($217.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Small Cap Val
- CUSIP
- 25434V815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $58.1M |
| Exits | 19 | $56.9M |
All 13F filers, Q3 2025 → Q4 2025: 16,199,935 shares bought and 3,622,915 shares sold, net +12,577,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 524 holders
| Savant Capital, LLC | 3.01% | Add +21.0% | 16,083,198 | $529.0M |
| Corient Private Wealth LP | 0.33% | Add +41.9% | 7,298,072 | $240.0M |
| Mather Group, Llc. | 2.24% | Add +1.6% | 6,616,180 | $217.6M |
| JMG Financial Group, Ltd. | 5.39% | Add +3.9% | 5,832,420 | $191.8M |
| Focus Partners Wealth | 0.16% | Add +20.3% | 4,310,926 | $141.8M |
| Cerity Partners LLC | 0.18% | Add +10.1% | 3,806,878 | $125.2M |
| Ritholtz Wealth Management | 2.17% | Add +4.9% | 3,618,411 | $119.0M |
| Pathstone Holdings, LLC | 0.35% | Add +1.8% | 2,778,524 | $91.4M |
| Modera Wealth Management, LLC | 1.01% | Add +4.8% | 2,660,446 | $87.5M |
| Index Fund Advisors, Inc. | 3.95% | Add +5.3% | 2,556,867 | $84.1M |
| Cetera Investment Advisers | 0.09% | Add +15.3% | 2,410,340 | $79.3M |
| Coldstream Capital Management Inc. | 0.94% | Reduce -2.9% | 2,194,002 | $72.2M |
| LPL Financial LLC | 0.02% | Add +35.9% | 2,109,965 | $69.4M |
| Creative Planning | 0.05% | Add +5.4% | 2,087,584 | $68.7M |
| Arista Wealth Management, LLC | 8.41% | Add +5.4% | 2,079,167 | $68.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.6% | 2,073,356 | $68.2M |
| Exencial Wealth Advisors, LLC | 2.15% | Add +27.7% | 2,066,098 | $68.0M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Add +26.7% | 1,930,943 | $63.5M |
| Raymond James Financial Inc. | 0.02% | Add +4.7% | 1,856,193 | $61.1M |
| Bank of America Corp. | 0.00% | Add +7.7% | 1,570,108 | $51.6M |
| EP Wealth Advisors, LLC | 0.26% | — | 1,538,016 | $50.6M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Add +4.0% | 1,434,271 | $47.2M |
| DiNuzzo Private Wealth, Inc. | 4.84% | Reduce -0.6% | 1,351,902 | $44.5M |
| Truepoint, Inc. | 0.99% | Reduce -1.0% | 1,337,204 | $44.0M |
| Evanson Asset Management, LLC | 1.82% | Add +7.8% | 1,027,169 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.0% | 980,120 | $33.5M |
| Mosaic Family Wealth Partners, LLC | 3.55% | Reduce -2.2% | 984,078 | $32.4M |
| Osaic Holdings, Inc. | 0.05% | Add +0.1% | 963,563 | $31.7M |
| Bank of Montreal | 0.01% | Add +5.1% | 954,243 | $31.4M |
| Jackson Thornton Wealth Management, LLC | 2.92% | Reduce -0.5% | 903,036 | $30.9M |
| Stordahl Capital Management, Inc. | 6.30% | Add +0.9% | 931,205 | $30.6M |
| Leading Edge Financial Planning LLC | 6.92% | Add +8.1% | 923,964 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -18.0% | 912,614 | $30.0M |
| Seaside Wealth Management, Inc. | 8.33% | Add +5.0% | 887,728 | $29.2M |
| United Wealth Management, LLC | 7.52% | Add +3.8% | 883,949 | $29.1M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 881,077 | $29.0M |
| von Borstel & Associates, Inc. | 6.46% | Add +1.9% | 837,440 | $27.5M |
| Hassell Wealth Management, LLC | 8.78% | Add +0.7% | 751,660 | $26.2M |
| Integrity Advisory Solutions, LLC | 3.77% | Add +11.2% | 795,935 | $26.2M |
| Sequoia Financial Advisors, LLC | 0.14% | Add +468.2% | 747,768 | $24.6M |
| Integrity Alliance, Llc. | 0.84% | Add +9.3% | 696,249 | $22.9M |
| Harbour Investments, Inc. | 0.46% | New | 684,890 | $22.5M |
| Rather & Kittrell, Inc. | 3.61% | Add +5.2% | 681,209 | $22.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 657,597 | $21.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +20.4% | 655,965 | $21.6M |
| Safeguard Investment Advisory Group, LLC | 5.50% | Reduce -5.3% | 654,229 | $21.5M |
| Retirement Solution LLC | 4.76% | Add +2.7% | 652,952 | $21.5M |
| Diversified Portfolios, Inc. | 1.77% | Add +9.0% | 645,753 | $21.2M |
| Zhang Financial LLC | 0.78% | Add +1.0% | 635,274 | $20.9M |
| Root Financial Partners, LLC | 1.05% | Reduce -29.6% | 617,486 | $20.3M |
| Integris Wealth Management, LLC | 4.55% | Add +5.8% | 608,200 | $20.0M |
| Krilogy Financial LLC | 0.68% | Add +2.0% | 567,473 | $19.9M |
| OneDigital Investment Advisors LLC | 0.19% | Add +23.7% | 600,596 | $19.8M |
| Chicago Partners Investment Group LLC | 0.48% | Add +2.3% | 554,711 | $19.5M |
| Equita Financial Network, Inc. | 5.86% | Add +5.5% | 590,753 | $19.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -19.5% | 585,714 | $19.3M |
| Park Avenue Securities LLC | 0.16% | Add +3.1% | 576,120 | $18.9M |
| Wealth Dimensions Group, Ltd. | 3.63% | Add +10.9% | 555,493 | $18.3M |
| Cwm, LLC | 0.05% | Add +490.5% | 550,491 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 548,526 | $18.0M |
| Alpha Financial Advisors, LLC | 5.33% | Add +6.6% | 529,912 | $17.4M |
| Wealth Advisors Northwest LLC | 7.65% | Add +4.5% | 524,670 | $17.3M |
| Geneos Wealth Management Inc. | 0.40% | Add +1.9% | 492,987 | $16.2M |
| Grunden Financial Advisory, Inc. | 5.96% | Add +2.6% | 464,053 | $15.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +625.7% | 460,259 | $15.1M |
| Perigon Wealth Management, LLC | 0.27% | Add +3.8% | 457,656 | $15.1M |
| Clarity Wealth Development LLC | 12.61% | Add +12.3% | 453,367 | $14.9M |
| Vise Technologies, Inc. | 0.29% | Add +1929.4% | 453,238 | $14.9M |
| Trust Co of the South | 2.36% | Add +1.4% | 446,272 | $14.7M |
| Allworth Financial LP | 0.06% | Add +0.7% | 441,034 | $14.5M |
| Betterment LLC | 0.03% | Add +2.0% | 435,005 | $14.3M |
| Timonier Family Office, LTD. | 4.50% | Add +7.1% | 431,045 | $14.2M |
| Well Done, LLC | 2.11% | Reduce -2.5% | 428,720 | $14.1M |
| Physician Wealth Solutions Inc. | 5.98% | Reduce -1.4% | 428,333 | $14.1M |
| Avantax Planning Partners, Inc. | 0.39% | Add +0.0% | 420,408 | $13.8M |
| Tobias Financial Advisors, Inc. | 1.93% | Add +13.9% | 414,592 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 401,405 | $13.6M |
| Farther Finance Advisors, LLC | 0.14% | Add +53.4% | 406,031 | $13.4M |
| Oceanside Advisors LLC | 8.07% | Add +0.6% | 404,604 | $13.3M |
| Foundation Wealth Management, LLC\PA | 4.77% | Add +19.9% | 400,037 | $13.2M |
| Greenline Partners, LLC | 1.45% | No change | 386,604 | $12.7M |
| Cardiff Park Advisors, LLC | 1.04% | Reduce -2.2% | 383,489 | $12.6M |
| Scratch Capital LLC | 8.10% | Add +7.2% | 376,351 | $12.4M |
| Private Wealth Management Group, LLC | 3.26% | Reduce -5.7% | 370,835 | $12.2M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 364,229 | $12.0M |
| Navigoe, LLC | 7.25% | Add +0.8% | 357,035 | $11.7M |
| RFG Advisory, LLC | 0.22% | Add +2.5% | 351,192 | $11.6M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +19.5% | 342,693 | $11.3M |
| Keb Asset Management, LLC | 2.24% | Add +1.1% | 336,139 | $11.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.9% | 333,788 | $11.0M |
| Plancorp, LLC | 0.33% | Add +8.3% | 329,509 | $10.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.74% | No change | 328,564 | $10.8M |
| Pinnacle Associates Ltd. | 0.14% | No change | 328,564 | $10.8M |
| AdvisorNet Financial, Inc | 0.57% | Add +2.5% | 322,866 | $10.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.0% | 322,210 | $10.6M |
| Financial Architects, LLC | 5.68% | Add +5.5% | 320,990 | $10.6M |
| Abel Hall, LLC | 2.45% | Add +4.0% | 319,571 | $10.5M |
| McIlrath & Eck, LLC | 0.97% | Add +16.4% | 316,718 | $10.4M |
| BOS Asset Management, LLC | 2.79% | Add +6.6% | 315,598 | $10.4M |
| Avant Financial Advisors LLC | 7.44% | Reduce -3.7% | 314,848 | $10.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +2.4% | 306,620 | $10.1M |
| Freedom Investment Management, Inc. | 2.93% | Reduce -3.0% | 306,518 | $10.1M |
| Waterford Advisors, LLC | 3.93% | New | 279,065 | $10.1M |
| Vestia Personal Wealth Advisors | 5.05% | Add +21.2% | 280,061 | $9.9M |
| RCS Financial Planning, LLC | 4.16% | Reduce -5.0% | 293,376 | $9.6M |
| Ballentine Capital Advisors, Inc | 3.99% | Add +4.9% | 288,288 | $9.5M |
| Sterling Financial Planning, Inc. | 2.84% | Add +2.3% | 286,687 | $9.4M |
| Two Sigma Investments, LP | 0.01% | Add +129.7% | 285,500 | $9.4M |
| MML Investors Services, LLC | 0.02% | Add +12.6% | 282,440 | $9.3M |
| Tortoise Investment Management, LLC | 0.81% | Add +5.9% | 279,622 | $9.2M |
| Aspen Capital Management, LLC | 2.25% | Add +6.0% | 276,339 | $9.1M |
| SeedSafe Financial LLC | 7.68% | — | 263,800 | $8.7M |
| TCI Wealth Advisors, Inc. | 0.47% | Reduce -2.2% | 260,138 | $8.6M |
| Sentinel Wealth Management, Inc. | 6.97% | Add +6.8% | 255,418 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.1% | 236,486 | $7.8M |
| Eq Wealth Advisors, LLC | 4.31% | Reduce -4.4% | 221,760 | $7.3M |
| McLean Asset Management Corp | 1.26% | Add +92.1% | 201,538 | $7.0M |
| Parkwoods Wealth Partners, LLC | 2.01% | Add +40.1% | 207,768 | $6.8M |
| Collective Family Office LLC | 1.54% | Reduce -1.7% | 203,465 | $6.7M |
| Gradient Capital Advisors, LLC | 1.68% | Add +9.6% | 197,631 | $6.5M |
| Ancora Advisors LLC | 0.13% | Add +13.4% | 196,410 | $6.5M |
| Pinney & Scofield, Inc. | 3.66% | Add +3.5% | 195,879 | $6.4M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +5.7% | 194,562 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 194,099 | $6.4M |
| Vantage Point Financial LLC | 2.22% | Add +13.7% | 188,576 | $6.2M |
| Discipline Wealth Solutions, LLC | 1.14% | Add +20.9% | 187,302 | $6.2M |
| Seven Mile Advisory | 1.06% | Reduce -0.9% | 184,914 | $6.1M |
| Hippocratic Financial Advisors, LLC | 2.73% | Add +2.7% | 180,097 | $5.9M |
| Pillar Financial Advisors, LLC | 3.56% | Add +6.1% | 179,654 | $5.9M |
| Phillips Financial Management, LLC | 0.38% | Reduce -2.6% | 179,220 | $5.9M |
| Strathmore Capital Advisors, Inc. | 1.77% | Add +25.9% | 164,361 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +23.2% | 157,285 | $5.2M |
| B&D White Capital Company, LLC | 0.60% | New | 157,148 | $5.2M |
| Lantz Financial LLC | 1.09% | Add +12.6% | 156,489 | $5.1M |
| Burk Holdings LLC | 2.41% | Add +1.5% | 153,935 | $5.1M |
| Pettinga Financial Advisors LLC | 0.96% | Reduce -13.3% | 153,554 | $5.1M |
| Marquette Asset Management, LLC | 0.74% | Reduce -1.3% | 152,908 | $5.0M |
| Acorn Wealth Advisors, LLC | 1.49% | Add +63.3% | 152,128 | $5.0M |
| Foundry Financial LLC | 2.62% | — | 151,671 | $5.0M |
| American Investment Services, Inc. | 1.16% | Add +2.7% | 151,323 | $5.0M |
| Three Arch Wealth Management LLC | 0.91% | — | 147,363 | $4.8M |
| Cogent Strategic Wealth LLC | 5.25% | — | 137,391 | $4.8M |
| Cravens & Co Advisors, LLC | 3.08% | Add +0.5% | 136,080 | $4.7M |
| XY Planning Network, Inc. | 0.81% | Reduce -1.4% | 141,075 | $4.6M |
| Client 1ST Advisory Group, LLC | 1.45% | Add +17.0% | 141,013 | $4.6M |
| Forum Financial Management, LP | 0.06% | Reduce -0.9% | 140,472 | $4.6M |
| Fermata Advisors, LLC | 1.10% | Add +5.0% | 139,640 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +6.7% | 138,689 | $4.6M |
| Kane Co Wealth Management, Inc. | 3.99% | — | 137,524 | $4.5M |
| Aviance Capital Partners, LLC | 0.52% | Add +0.4% | 136,021 | $4.5M |
| Hill Investment Group Partners, LLC | 0.53% | No change | 134,521 | $4.4M |
| &partners | 0.02% | Add +131.1% | 133,625 | $4.4M |
| Sachem Hill LLC | 0.85% | Add +2.3% | 133,127 | $4.4M |
| McMill Wealth Management | 1.23% | Add +12.7% | 132,420 | $4.4M |
| Advisory Alpha, LLC | 0.11% | Add +5.6% | 127,762 | $4.2M |
| Quantum Financial Advisors, LLC | 0.47% | Add +10.4% | 126,447 | $4.2M |
| Level Financial Advisors | 1.09% | Add +16.2% | 125,763 | $4.1M |
| V2 Financial group LLC | 2.00% | Add +65.7% | 123,459 | $4.1M |
| Summit Wealth Group LLC / Co. | 0.54% | New | 123,025 | $4.0M |
| Signet Financial Management, LLC | 0.45% | Reduce -1.7% | 122,387 | $4.0M |
| Disciplined Investors, L.L.C. | 2.63% | Add +3.3% | 121,806 | $4.0M |
| Summit Wealth Group, LLC | 0.92% | Reduce -2.7% | 119,574 | $3.9M |
| Melfa Wealth Management, Inc. | 2.26% | Add +3.2% | 119,051 | $3.9M |
| Quent Capital, LLC | 0.28% | Add +8.9% | 118,139 | $3.9M |
| Integrated Capital Management, Inc. | 2.55% | Add +0.1% | 116,842 | $3.8M |
| W.H. Cornerstone Investments Inc. | 2.21% | Add +10.6% | 111,518 | $3.7M |
| ABLE Financial Group, LLC | 0.74% | Reduce -1.4% | 111,132 | $3.7M |
| Financial Symmetry Inc | 1.47% | Add +3.0% | 109,266 | $3.6M |
| CSS LLC | 0.60% | Add +27.1% | 109,020 | $3.6M |
| Advyzon Investment Management, LLC | 0.41% | Add +22.4% | 108,328 | $3.6M |
| Factor Wealth Management LTD | 0.75% | Add +4.4% | 105,556 | $3.5M |
| Team Hewins, LLC | 1.11% | Add +2.5% | 105,175 | $3.5M |
| Outbound Financial Inc | 2.69% | Add +1.2% | 103,988 | $3.5M |
| WealthCollab, LLC | 1.41% | No change | 104,840 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +1712.0% | 104,061 | $3.4M |
| IFG Advisory, LLC | 0.15% | Add +1.4% | 101,483 | $3.3M |
| Austin Private Wealth, LLC | 0.25% | Add +3.1% | 100,353 | $3.3M |
| BetterWealth, LLC | 0.75% | Reduce -2.6% | 100,323 | $3.3M |
| Lam Group, Inc. | 1.86% | Reduce -2.0% | 98,990 | $3.3M |
| BIP Wealth, LLC | 0.11% | Add +108.7% | 98,251 | $3.2M |
| Corus Family Wealth Advisors | 2.57% | Add +22.8% | 98,092 | $3.2M |
| Squire Investment Management Company, LLC | 0.97% | Add +0.6% | 97,445 | $3.2M |
| Blue Trust, Inc. | 0.04% | Add +6.9% | 96,435 | $3.2M |
| Trailhead Planners LLC | 3.01% | — | 93,151 | $3.1M |
| Madrid Wealth Management, LLC | 2.46% | — | 92,338 | $3.0M |
| Two West Capital Advisors LLC | 1.76% | Add +4.7% | 91,885 | $3.0M |
| Gibraltar Capital Management, Inc. | 0.51% | Add +38.9% | 91,830 | $3.0M |
| FineMark National Bank & Trust | 0.09% | Add +44.9% | 91,624 | $3.0M |
| Atlantic Union Bankshares Corp | 0.06% | Add +11.6% | 91,472 | $3.0M |
| Tru Independence Asset Management 2, LLC | 1.88% | Add +6.6% | 91,277 | $3.0M |
| Nkcfo LLC | 0.84% | No change | 88,450 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 88,431 | $2.9M |
| Bluespring Wealth Management, LLC | 0.25% | No change | 87,732 | $2.9M |
| Oak Wealth Advisors LLC | 1.65% | Reduce -5.1% | 87,479 | $2.9M |
| Vance Wealth, LLC | 0.85% | Add +14.5% | 86,706 | $2.9M |
| Burton Enright Welch | 0.40% | Reduce -0.2% | 86,652 | $2.8M |
| Vannoy Advisory Group, Inc. | 1.78% | Add +0.1% | 85,237 | $2.8M |
| Alpha Advisors, LLC | 2.08% | Add +0.1% | 82,115 | $2.7M |
| Bayshore Asset Management, LLC | 1.10% | Add +72.5% | 82,000 | $2.7M |
| Northwest Wealth Management, LLC | 0.41% | Add +0.3% | 79,632 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +105.9% | 79,434 | $2.6M |
| LJI Wealth Management, LLC | 0.39% | New | 78,317 | $2.6M |
| WorthPointe, LLC | 0.66% | Add +237.2% | 76,817 | $2.5M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -2.5% | 75,658 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +57.5% | 75,069 | $2.5M |
| Roberts Glore & Co. Inc. | 0.66% | Reduce -1.2% | 74,936 | $2.5M |
| Legacy Financial Group, Inc. | 0.64% | Add +0.8% | 74,641 | $2.5M |
| Strategic Investment Solutions, Inc. | 0.59% | Reduce -1.0% | 74,124 | $2.4M |
| Evensky & Katz LLC | 0.13% | Add +0.4% | 72,541 | $2.4M |
| Ruedi Wealth Management, Inc. | 0.62% | Add +0.5% | 72,415 | $2.4M |
| Brady Martz Wealth Solutions, LLC | 0.42% | No change | 71,830 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +0.3% | 69,475 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 67,979 | $2.2M |
| Nalls Sherbakoff Group, LLC | 1.58% | Reduce -6.0% | 66,401 | $2.2M |
| MAI Capital Management | 0.01% | Reduce -0.5% | 66,039 | $2.2M |
| Dakota Wealth Management | 0.04% | New | 65,569 | $2.2M |
| Emprise Bank | 0.89% | Add +0.3% | 64,879 | $2.1M |
| Quarry Hill Advisors, LLC | 0.98% | Reduce -2.0% | 64,124 | $2.1M |
| True Wealth Design, LLC | 0.61% | Reduce -1.3% | 62,830 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -1.6% | 62,560 | $2.1M |
| Firethorn Wealth Partners, LLC | 0.76% | Reduce -0.2% | 61,626 | $2.0M |
| Approach Retirement Advisors, LLC | 1.73% | — | 60,930 | $2.0M |
| Meritas Wealth Management, LLC | 0.96% | Add +16.9% | 60,455 | $2.0M |
| MB Generational Wealth, LLC | 1.03% | Add +77.9% | 59,289 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Add +1.7% | 59,259 | $1.9M |
| Aire Advisors, LLC | 0.35% | Add +0.2% | 58,804 | $1.9M |
| Grant Private Wealth Management Inc | 1.14% | Reduce -7.2% | 57,593 | $1.9M |
| Twin Cities Retirement Group LLC | 1.82% | — | 57,339 | $1.9M |
| Citigroup Inc. | 0.00% | Add +22.6% | 56,374 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Reduce -7.6% | 54,895 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.28% | Reduce -39.9% | 54,479 | $1.8M |
| Monograph Wealth Advisors, LLC | 0.18% | Add +12.8% | 54,284 | $1.8M |
| Mustard Seed Financial, LLC | 1.10% | Add +11.6% | 53,392 | $1.8M |
| Keyvantage Wealth, LLC | 0.75% | Reduce -69.2% | 53,274 | $1.8M |
| Dopkins Wealth Management, LLC | 0.71% | Reduce -4.8% | 53,179 | $1.7M |
| Wedmont Private Capital | 0.06% | Add +25.5% | 51,105 | $1.7M |
| Greenspring Advisors, LLC | 0.10% | Add +211.5% | 51,373 | $1.7M |
| Founders Financial Securities LLC | 0.10% | Add +28.4% | 50,676 | $1.7M |
| Apella Capital, LLC | 0.03% | Add +101.5% | 49,868 | $1.6M |
| Cloud Capital Management, LLC | 0.76% | Add +19.9% | 49,116 | $1.6M |
| Daner Wealth Management, LLC | 0.99% | Reduce -15.2% | 43,484 | $1.6M |
| Rockwood Wealth Management, LLC | 0.12% | Add +4.9% | 49,019 | $1.6M |
| Aerodigm Wealth, LLC | 0.62% | No change | 48,836 | $1.6M |
| Gemmer Asset Management LLC | 0.12% | Add +1.3% | 47,541 | $1.6M |
| Austin Asset Management Co Inc | 0.27% | Add +2.8% | 47,513 | $1.6M |
| CPA Asset Management Group, LLC | 0.54% | Add +6.9% | 47,115 | $1.5M |
| HFG Advisors, Inc. | 1.11% | Add +4.1% | 46,775 | $1.5M |
| Quadcap Wealth Management, LLC | 0.17% | Reduce -4.3% | 46,219 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +1.7% | 46,015 | $1.5M |
| RAM Investment Partners, LLC | 0.27% | Add +75.3% | 45,728 | $1.5M |
| Waterway Wealth Management, LLC | 0.34% | Reduce -3.1% | 45,607 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -0.5% | 44,625 | $1.5M |
| Triad Wealth Partners, LLC | 0.14% | Add +1.5% | 44,596 | $1.5M |
| Investmark Advisory Group LLC | 0.62% | Add +3.6% | 44,523 | $1.5M |
| Financially in Tune, LLC | 1.34% | — | 43,494 | $1.4M |
| Pacific Asset Management, LLC | 0.84% | Add +15.7% | 42,600 | $1.4M |
| Grove Street Fiduciary, LLC | 0.58% | Reduce -1.8% | 42,140 | $1.4M |
| Boston Partners | 0.00% | Add +2.8% | 41,691 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -12.2% | 41,403 | $1.4M |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -0.2% | 41,306 | $1.4M |
| Morgan Stanley | 0.00% | Add +74.0% | 40,813 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.48% | Add +7.8% | 40,673 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.55% | Add +1.3% | 40,639 | $1.3M |
| Aegis Wealth Management LLC | 0.73% | Reduce -29.8% | 39,252 | $1.3M |
| ATLas Financial Planning LLC | 1.26% | — | 38,927 | $1.3M |
| Sprinkle Financial Consultants LLC | 0.65% | Add +19.9% | 38,652 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.62% | — | 38,572 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +28.1% | 38,309 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.08% | Add +5.3% | 37,785 | $1.2M |
| Broadhurst Jeffrey B | 1.28% | — | 37,444 | $1.2M |
| Revolve Wealth Partners, LLC | 0.14% | Reduce -4.8% | 37,021 | $1.2M |
| Wealth Preservation Advisors, LLC | 0.61% | Reduce -5.4% | 36,873 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.33% | Add +1.7% | 36,818 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | New | 36,698 | $1.2M |
| Oder Investment Management, LLC | 0.87% | Add +3.1% | 36,521 | $1.2M |
| Great Oak Capital Partners, LLC | 0.30% | Add +4.1% | 35,872 | $1.2M |
| Morton Brown Family Wealth, LLC | 0.32% | No change | 36,195 | $1.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.56% | Reduce -14.7% | 36,130 | $1.2M |
| Wealth Management Nebraska | 0.13% | Reduce -6.5% | 35,233 | $1.2M |
| GEM Asset Management, LLC | 0.51% | Add +10.1% | 33,897 | $1.1M |
| Ponta Wealth Partners, LLC | 1.07% | — | 34,826 | $1.1M |
| Wilkerson Advisory Group LLC | 0.40% | — | 34,644 | $1.1M |
| Tandemgrowth Financial Advisors LLC | 0.98% | — | 34,263 | $1.1M |
| Curio Wealth, LLC | 0.39% | Add +2.4% | 33,256 | $1.1M |
| AQR Capital Management | 0.00% | Add +6.2% | 33,779 | $1.1M |
| Savvy Advisors, Inc. | 0.04% | Add +284.5% | 33,242 | $1.1M |
| Fiduciary Alliance LLC | 0.07% | Add +3.1% | 33,190 | $1.1M |
| HBE Wealth Management, LLC | 1.02% | — | 33,097 | $1.1M |
| E6 Portfolios, LLC | 1.24% | — | 32,983 | $1.1M |
| Builder Investment Group Inc. | 0.23% | Add +30.7% | 32,801 | $1.1M |
| Total Wealth Planning, LLC | 2.29% | Reduce -93.6% | 32,598 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | New | 31,985 | $1.1M |
| Flagstone Financial Management | 0.27% | No change | 32,265 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 31,957 | $1.1M |
| Cambridge Financial Group, LLC | 0.37% | Reduce -0.7% | 32,852 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.23% | New | 31,656 | $1.0M |
| GEN Financial Management, INC. | 0.65% | Reduce -0.1% | 31,567 | $1.0M |
| Riverchase Wealth Management, LLC | 0.56% | Add +10.6% | 31,115 | $1.0M |
| Petersen Hastings Wealth Advisors Inc. | 0.10% | — | 31,085 | $1.0M |
| Ariadne Wealth Management, LP | 0.42% | No change | 27,743 | $1.0M |
| HMV Wealth Advisors, LLC | 0.50% | Reduce -15.2% | 30,460 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -1.4% | 30,403 | $1000K |
| Medallion Wealth Advisors, LLC | 0.33% | Add +1.4% | 30,179 | $993K |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -28.0% | 30,125 | $991K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.5% | 29,458 | $969K |
| FMB Wealth Management | 0.36% | Add +0.4% | 27,835 | $916K |
| McClarren Financial Advisors, Inc. | 0.54% | Reduce -14.2% | 13,176 | $912K |
| Foster Group, Inc. | 0.03% | Reduce -0.5% | 27,487 | $904K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 27,345 | $899K |
| Pine Harbor Wealth Management, LLC | 0.28% | Add +12.9% | 27,332 | $899K |
| Tudor Investment Corporation | 0.01% | New | 27,312 | $898K |
| C M Bidwell & Associates Ltd. | 0.41% | Add +0.3% | 26,132 | $859K |
| RTD Financial Advisors, Inc. | 0.10% | New | 26,021 | $856K |
| Cary Street Partners Financial LLC | 0.02% | Add +5.9% | 25,899 | $852K |
| Financial Plan, Inc. | 0.10% | — | 25,689 | $845K |
| BDFS Capital LLC | 0.42% | — | 25,577 | $841K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -5.4% | 25,498 | $839K |
| Lodestone Wealth Management LLC | 0.33% | Reduce -1.3% | 24,994 | $822K |
| Diversified Trust Co. | 0.01% | Reduce -25.4% | 24,796 | $816K |
| REDW Wealth LLC | 0.31% | Reduce -0.4% | 24,710 | $813K |
| Quantinno Capital Management LP | 0.00% | New | 24,670 | $811K |
| DBK Financial Counsel, LLC | 0.61% | Add +6.0% | 24,321 | $800K |
| Mullaney, Keating & Wright, Inc. | 0.42% | Add +5.0% | 24,040 | $791K |
| Higgins & Schmidt Wealth Strategies LLC | 0.37% | Add +3.9% | 23,986 | $789K |
| Stratos Investment Management, LLC | 0.03% | Reduce -1.2% | 23,845 | $784K |
| Warburton Capital Management, LLC | 0.44% | Add +29.5% | 23,799 | $782K |
| Valued Wealth Advisors LLC | 0.34% | Add +1.3% | 23,563 | $775K |
| Citadel Advisors | 0.00% | Reduce -60.1% | 23,433 | $771K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 23,314 | $767K |
| Vista Capital Partners, Inc. | 0.08% | Add +0.4% | 23,120 | $760K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -17.6% | 23,088 | $759K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.1% | 23,027 | $757K |
| Keating Financial Advisory Services, Inc. | 0.10% | — | 22,936 | $754K |
| Friday Financial | 0.26% | Add +6.3% | 22,821 | $751K |
| Global Trust Wealth Management LLC | 0.56% | — | 22,793 | $750K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -4.7% | 22,665 | $745K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.2% | 22,636 | $744K |
| Golden Bell Financial Planning LLC | 0.62% | Reduce -2.4% | 22,629 | $744K |
| CLG LLC | 0.18% | Reduce -1.1% | 21,772 | $716K |
| Disciplined Investments, LLC | 0.27% | Reduce -16.1% | 21,602 | $710K |
| Shearwater Capital LLC | 0.40% | Reduce -4.4% | 21,221 | $698K |
| Lauterbach Financial Advisors, LLC | 0.34% | Add +63.4% | 21,164 | $696K |
| Compass Capital Corp. /Ma/ | 0.27% | Reduce -3.3% | 18,597 | $690K |
| CVA Family Office, LLC | 0.08% | Reduce -11.0% | 20,717 | $681K |
| DeLarme Wealth Management, Inc. | 0.48% | — | 20,560 | $676K |
| Avondale Wealth Management | 0.34% | No change | 20,327 | $669K |
| Bank of New York Mellon Corp | 0.00% | Add +16.2% | 19,976 | $657K |
| Sensenig Capital Advisors, Inc | 0.67% | — | 19,938 | $656K |
| Peirce Capital Management, LLC | 0.26% | No change | 19,933 | $656K |
| Vantus Wealth LLC | 0.48% | — | 19,828 | $652K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +0.5% | 19,645 | $646K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.3% | 19,641 | $646K |
| CarsonAllaria Wealth Management, Ltd. | 0.32% | Reduce -1.2% | 19,542 | $643K |
| JDH Wealth Management, LLC | 0.43% | No change | 19,182 | $631K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -50.0% | 19,113 | $629K |
| Equitable Holdings, Inc. | 0.00% | New | 18,930 | $623K |
| Fort Vancouver Investment Management, LLC | 0.33% | No change | 18,841 | $620K |
| Hanover Advisors Inc. | 0.24% | Add +14.3% | 18,759 | $617K |
| Aurelius Family Office LLC | 0.26% | Reduce -0.1% | 18,159 | $613K |
| Cogent Private Wealth, Inc. | 0.45% | — | 18,014 | $592K |
| Astra Wealth Partners LLC | 0.36% | Reduce -6.1% | 17,950 | $590K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Reduce -12.3% | 17,913 | $589K |
| Andrews, Lucia Wealth Management LLC | 0.35% | Reduce -0.1% | 17,866 | $588K |
| Prudent Man Investment Management, Inc. | 0.19% | Add +23.3% | 17,551 | $577K |
| Powerhouse Assets LLC | 0.50% | — | 17,447 | $574K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.6% | 17,441 | $574K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.4% | 17,190 | $565K |
| Spire Wealth Management | 0.02% | Add +23.2% | 17,177 | $565K |
| SB Capital Management Inc | 0.20% | — | 17,006 | $559K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.5% | 16,860 | $555K |
| Claris Advisors, LLC / Mo / | 0.17% | Add +5.1% | 16,824 | $553K |
| IFP Advisors, Inc | 0.01% | No change | 16,569 | $545K |
| Verisail Partners, LLC | 0.22% | Add +2.1% | 16,451 | $541K |
| Clark Asset Management, LLC | 0.06% | Add +64.0% | 16,286 | $536K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.3% | 16,065 | $528K |
| 25 LLC | 0.17% | Add +2.3% | 16,011 | $527K |
| Johnson Wealth Management, LLC | 0.26% | Add +2.9% | 15,780 | $519K |
| Lazari Capital Management, Inc. | 0.17% | Reduce -10.1% | 15,725 | $517K |
| GeoWealth Management, LLC | 0.02% | Add +1.9% | 15,326 | $504K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.2% | 15,180 | $499K |
| Wright Wealth LLC | 0.32% | — | 15,128 | $498K |
| Meredith Wealth Planning | 0.15% | Add +1.2% | 15,081 | $496K |
| Austin Wealth Management, LLC | 0.07% | Reduce -16.0% | 14,380 | $495K |
| HB Wealth Management, LLC | 0.00% | No change | 15,001 | $493K |
| Donalies Financial Planning, LLC | 0.41% | — | 14,643 | $482K |
| AlphaCore Capital LLC | 0.01% | Add +0.2% | 14,521 | $478K |
| Essential Planning, LLC. | 0.15% | Reduce -8.6% | 14,497 | $477K |
| 55 North Private Wealth, LLC | 0.13% | — | 14,493 | $477K |
| Cypress Point Wealth Management, LLC | 0.10% | No change | 14,153 | $466K |
| Opus Financial Solutions LLC | 0.43% | — | 13,995 | $460K |
| Redmont Wealth Advisors LLC | 0.68% | Add +3.9% | 13,733 | $452K |
| Capstone Wealth Management, Inc. | 0.39% | — | 13,669 | $450K |
| Nwam LLC | 0.02% | No change | 13,500 | $444K |
| L.K. Benson & Company, P.C. | 0.22% | Reduce -0.1% | 13,448 | $442K |
| Voisard Asset Management Group, Inc. | 0.09% | Add +24.6% | 13,361 | $439K |
| Tillman Hartley LLC | 0.11% | Add +14.2% | 13,315 | $438K |
| Hancock Whitney Corp. | 0.01% | Add +56.2% | 13,293 | $437K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.7% | 13,290 | $437K |
| Fortis Capital Advisors, LLC | 0.06% | New | 12,655 | $416K |
| Belpointe Asset Management LLC | 0.01% | New | 12,655 | $416K |
| Yardley Wealth Management LLC | 0.22% | No change | 12,569 | $413K |
| Partners in Financial Planning | 0.07% | Add +0.4% | 12,558 | $413K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +2.0% | 12,450 | $409K |
| Lutz Financial Services LLC | 0.03% | Add +2.5% | 12,109 | $398K |
| Argyle Capital Partners, LLC | 0.27% | Add +2.0% | 11,302 | $372K |
| Family CFO Inc | 0.16% | Add +5.4% | 11,214 | $369K |
| Elevate Wealth Advisory, Inc. | 0.25% | Add +10.6% | 11,003 | $362K |
| Frankly Finances, LLC | 0.34% | — | 10,901 | $359K |
| Platform Wealth Management, LLC | 0.09% | — | 10,853 | $357K |
| Acropolis Investment Management, LLC | 0.02% | Add +18.7% | 10,823 | $356K |
| Triumph Capital Management | 0.08% | New | 10,698 | $352K |
| Liberty Capital Management, Inc. | 0.06% | Add +22.6% | 10,539 | $347K |
| tru Independence LLC | 0.09% | New | 10,514 | $346K |
| Infinity Wealth Counsel, LLC | 0.31% | Add +13.9% | 10,485 | $345K |
| Fortitude Family Office, LLC | 0.08% | Reduce -1.5% | 10,223 | $336K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.2% | 10,038 | $330K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.8% | 10,029 | $330K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -51.9% | 9,948 | $327K |
| Clarity Capital Advisors, LLC | 0.16% | Add +25.1% | 9,709 | $319K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 9,685 | $319K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.4% | 9,583 | $315K |
| Kondo Wealth Advisors, Inc. | 0.12% | Reduce -4.1% | 9,518 | $313K |
| Optima Capital LLC | 0.13% | Add +0.2% | 9,381 | $309K |
| Triangle Securities Wealth Management | 0.06% | Add +9.9% | 9,301 | $306K |
| Fortis Capital Management LLC | 0.04% | Add +0.4% | 9,168 | $302K |
| Financial Harvest, LLC | 0.18% | Reduce -16.4% | 9,049 | $298K |
| D. E. Shaw & Co. | 0.00% | New | 8,975 | $295K |
| Professional Financial Solutions LLC | 0.27% | — | 8,630 | $284K |
| First Financial Group Corp | 0.24% | Add +0.1% | 8,625 | $284K |
| Triune Financial Partners, LLC | 0.07% | No change | 8,045 | $283K |
| Belleair Asset Management, LLC | 0.27% | — | 8,579 | $282K |
| DAVENPORT & Co LLC | 0.00% | No change | 8,544 | $281K |
| Narus Financial Partners, LLC | 0.08% | Reduce -10.5% | 8,505 | $280K |
| Berger Financial Group, Inc | 0.02% | Add +10.7% | 8,500 | $280K |
| Abacus Planning Group, Inc. | 0.04% | No change | 8,483 | $279K |
| Baker Ellis Asset Management LLC | 0.03% | New | 8,000 | $263K |
| Sax Wealth Advisors, LLC | 0.01% | New | 7,981 | $262K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Add +0.3% | 7,978 | $262K |
| Entelevest, LLC | 0.27% | — | 7,957 | $262K |
| Oath Planning, LLC | 0.25% | — | 7,679 | $253K |
| AE Wealth Management LLC | 0.00% | Add +29.1% | 7,544 | $248K |
| William Mack & Associates, Inc. | 0.12% | Reduce -3.0% | 7,520 | $247K |
| Empowered Funds, LLC | 0.00% | New | 7,496 | $247K |
| Shore Point Advisors, LLC | 0.10% | Add +0.4% | 7,392 | $243K |
| Simplicity Wealth,LLC | 0.01% | Add +8.0% | 7,358 | $242K |
| Northwest Wealth Advisors, LLC | 0.19% | — | 7,339 | $241K |
| Aspire Private Capital, LLC | 0.05% | Reduce -15.7% | 7,306 | $240K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -1.5% | 7,211 | $237K |
| Kaufman Rossin Wealth, LLC | 0.12% | No change | 7,175 | $236K |
| Signaturefd, LLC | 0.00% | New | 7,166 | $236K |
| Wells Fargo & Company | 0.00% | Add +730.0% | 7,113 | $234K |
| Tilia Fiduciary Partners, Inc. | 0.13% | Reduce -6.1% | 6,953 | $229K |
| Mills Wealth Advisors LLC | 0.09% | Add +0.5% | 6,857 | $226K |
| Sutton Place Investors LLC | 0.12% | Reduce -1.7% | 6,824 | $224K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.6% | 6,765 | $223K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 6,747 | $222K |
| Hurley Capital, LLC | 0.12% | Reduce -1.0% | 6,670 | $219K |
| Private Trust Co. NA | 0.02% | No change | 6,540 | $215K |
| Geometric Wealth Advisors | 0.03% | New | 6,440 | $212K |
| Altiora Financial Group, LLC | 0.04% | Reduce -3.1% | 6,376 | $210K |
| Global Financial Private Client, LLC | 0.07% | New | 6,298 | $207K |
| Brooklyn Investment Group | 0.01% | New | 6,222 | $207K |
| Private Advisor Group, LLC | 0.00% | New | 6,181 | $203K |
| UMB Bank, n.a. | 0.00% | No change | 5,771 | $190K |
| Gilpin Wealth Management, LLC | 0.15% | — | 5,647 | $186K |
| RHL Group, LLC | 0.13% | — | 4,953 | $163K |
| Mendota Financial Group, LLC | 0.10% | No change | 4,145 | $136K |
| LOM Asset Management Ltd | 0.04% | Add +17.1% | 4,100 | $135K |
| WealthShield Partners, LLC | 0.01% | Add +0.4% | 3,964 | $130K |
| Signature Resources Capital Management, LLC | 0.06% | Add +9.4% | 3,384 | $111K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -71.2% | 3,340 | $110K |
| Global Retirement Partners, LLC | 0.00% | Add +461.8% | 3,292 | $108K |
| Operose Advisors LLC | 0.02% | Add +9530.3% | 3,178 | $105K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 2,704 | $89K |
| SHP Wealth Management | 0.01% | — | 2,592 | $85K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $74K |
| Seneschal Advisors, LLC | 0.05% | Add +6.0% | 2,170 | $71K |
| HHM Wealth Advisors, LLC | 0.01% | New | 2,136 | $70K |
| Davidson Capital Management Inc. | 0.01% | New | 2,105 | $69K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $67K |
| Millstone Evans Group, LLC | 0.04% | Add +10.2% | 1,994 | $66K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 1,946 | $64K |
| Richardson Capital Management LLC | 0.03% | New | 1,927 | $63K |
| Planning Project LLC | 0.02% | — | 1,884 | $62K |
| Morris Financial Concepts, Inc. | 0.02% | Add +4.0% | 1,856 | $61K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,759 | $58K |
| DecisionPoint Financial, LLC | 0.01% | Add +7.3% | 1,735 | $57K |
| Coston, McIsaac & Partners | 0.01% | Add +154.3% | 1,686 | $55K |
| Redwood Park Advisors LLC | 0.03% | Add +0.4% | 1,420 | $47K |
| Arax Advisory Partners | 0.00% | New | 1,327 | $44K |
| Sound Income Strategies, LLC | 0.00% | New | 1,248 | $44K |
| BankChampaign, National Association | 0.04% | — | 11,966 | $42K |
| US Bancorp \de | 0.00% | Add +19.2% | 1,217 | $40K |
| Comerica Bank | 0.00% | Reduce -0.6% | 1,209 | $40K |
| Bridge Generations Wealth Management LLC | 0.02% | No change | 1,110 | $37K |
| Atomic Invest LLC | 0.02% | — | 1,015 | $34K |
| 1015 Capital Partners, LLC | 0.03% | — | 1,000 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -78.3% | 998 | $33K |
| Concord Wealth Partners | 0.00% | Add +149.0% | 991 | $33K |
| Blueline Advisors LLC | 0.03% | — | 939 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.2% | 911 | $30K |
| Providence Capital Advisors, LLC | 0.01% | No change | 895 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 750 | $25K |
| Kingdom Financial Group LLC. | 0.01% | New | 682 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $22K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 537 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 498 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 415 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.1% | 370 | $12K |
| Dorato Capital Management | 0.01% | — | 342 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -87.8% | 349 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Add +343.8% | 324 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 288 | $9K |
| Evolution Advisers, Inc. | 0.00% | New | 282 | $9K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +0.5% | 207 | $7K |
| UBS Group AG | 0.00% | Reduce -99.5% | 200 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 155 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 100 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 91 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 77 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 15 | $500 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $99 |
| Maryland Capital Advisors Inc. | 0.00% | Add +50.0% | 3 | $99 |
"% of holder's portfolio" is DFSV's weight in each manager's 13F, not the share of Dimensional US Small Cap Val the manager owns.