Dimensional US Small Cap ValDFSVETF
13F holders, Q1 2026 (March 31)554holders +30
59new positions
18sold out
4famous investors
$35.07avg. 13F price*
At the end of Q1 2026, 554 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 30 from Q4 2025. 59 opened new positions and 18 sold out. The largest holders were Savant Capital, LLC ($661.5M), Corient Private Wealth LP ($257.0M) and Mather Group, Llc. ($230.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Dimensional US Small Cap Val
- CUSIP
- 25434V815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $99.7M |
| Exits | 18 | $24.3M |
All 13F filers, Q4 2025 → Q1 2026: 15,377,084 shares bought and 2,877,129 shares sold, net +12,499,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Savant Capital, LLC | 3.20% | Add +17.4% | 18,877,994 | $661.5M |
| Corient Private Wealth LP | 0.37% | Add +0.6% | 7,337,993 | $257.0M |
| Mather Group, Llc. | 2.30% | Reduce -0.7% | 6,567,811 | $230.1M |
| JMG Financial Group, Ltd. | 5.97% | Add +6.2% | 6,191,354 | $216.9M |
| Focus Partners Wealth | 0.18% | Add +4.4% | 4,501,394 | $157.7M |
| Cerity Partners LLC | 0.21% | Add +13.2% | 4,307,741 | $150.9M |
| Cetera Investment Advisers | 0.14% | Add +61.3% | 3,888,709 | $136.3M |
| Ritholtz Wealth Management | 2.35% | Add +6.6% | 3,857,508 | $135.2M |
| Exencial Wealth Advisors, LLC | 3.05% | Add +35.4% | 2,797,372 | $98.0M |
| Modera Wealth Management, LLC | 1.16% | Add +3.9% | 2,763,501 | $96.8M |
| Index Fund Advisors, Inc. | 4.35% | Add +8.0% | 2,761,776 | $96.8M |
| Pathstone Holdings, LLC | 0.38% | Reduce -0.9% | 2,754,739 | $96.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.4% | 2,288,564 | $80.2M |
| Coldstream Capital Management Inc. | 0.97% | Add +1.6% | 2,229,989 | $78.1M |
| Creative Planning | 0.05% | Add +6.0% | 2,212,917 | $77.5M |
| LPL Financial LLC | 0.02% | Add +4.9% | 2,212,668 | $77.5M |
| Focus Partners Advisor Solutions, LLC | 0.74% | Add +9.2% | 2,108,702 | $73.9M |
| Arista Wealth Management, LLC | 8.97% | Add +1.2% | 2,103,436 | $73.7M |
| Raymond James Financial Inc. | 0.02% | Add +4.6% | 1,942,259 | $68.1M |
| Bank of America Corp. | 0.00% | Add +0.1% | 1,572,422 | $55.1M |
| Vestmark Advisory Solutions, Inc. | 0.58% | Add +3.7% | 1,487,000 | $52.1M |
| EP Wealth Advisors, LLC | 0.24% | Reduce -7.7% | 1,420,298 | $49.8M |
| DiNuzzo Private Wealth, Inc. | 5.09% | Reduce -0.3% | 1,347,565 | $47.2M |
| Truepoint, Inc. | 1.05% | Add +0.3% | 1,341,481 | $47.0M |
| Evanson Asset Management, LLC | 2.10% | Add +8.5% | 1,114,611 | $39.1M |
| Mosaic Family Wealth Partners, LLC | 3.58% | Add +1.4% | 997,993 | $35.0M |
| Bank of Montreal | 0.01% | Add +3.8% | 990,589 | $34.7M |
| Leading Edge Financial Planning LLC | 7.15% | Add +4.9% | 969,277 | $34.0M |
| Stordahl Capital Management, Inc. | 6.57% | Reduce -2.3% | 909,808 | $31.9M |
| Elser Financial Planning, Inc | 1.54% | New | 911,843 | $31.8M |
| Seaside Wealth Management, Inc. | 8.88% | Add +1.6% | 901,546 | $31.6M |
| United Wealth Management, LLC | 7.83% | Add +1.7% | 899,209 | $31.5M |
| Jackson Thornton Wealth Management, LLC | 2.78% | Reduce -5.5% | 853,321 | $30.8M |
| Allworth Financial LP | 0.12% | Add +97.4% | 870,735 | $30.5M |
| Harbour Investments, Inc. | 0.47% | Add +26.5% | 866,631 | $30.4M |
| Integrity Advisory Solutions, LLC | 4.00% | Add +8.5% | 863,575 | $30.3M |
| Northern Trust Corp. | 0.00% | Add +29.0% | 848,590 | $29.7M |
| von Borstel & Associates, Inc. | 6.65% | Reduce -1.0% | 829,409 | $29.1M |
| Beacon Pointe Advisors, LLC | 0.15% | Reduce -10.6% | 815,577 | $28.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -10.8% | 786,334 | $27.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -19.0% | 780,515 | $27.4M |
| Hassell Wealth Management, LLC | 8.97% | Add +1.5% | 762,655 | $26.7M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -2.0% | 732,440 | $25.7M |
| Integrity Alliance, Llc. | 0.94% | Add +1.3% | 705,604 | $24.7M |
| Zhang Financial LLC | 0.85% | Add +10.5% | 702,217 | $24.6M |
| Diversified Portfolios, Inc. | 2.00% | Add +7.7% | 695,442 | $24.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -29.6% | 689,521 | $24.3M |
| Rather & Kittrell, Inc. | 3.73% | Add +1.4% | 690,600 | $24.2M |
| Park Avenue Securities LLC | 0.19% | Add +17.4% | 676,217 | $23.7M |
| Royal Bank of Canada | 0.00% | Add +23.0% | 674,902 | $23.6M |
| Retirement Solution LLC | 5.45% | Add +0.7% | 657,521 | $23.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.9% | 650,168 | $22.8M |
| OneDigital Investment Advisors LLC | 0.21% | Add +4.2% | 625,569 | $21.9M |
| Cwm, LLC | 0.06% | Add +12.8% | 620,862 | $21.8M |
| Safeguard Investment Advisory Group, LLC | 5.92% | Reduce -6.6% | 611,262 | $21.4M |
| Chicago Partners Investment Group LLC | 0.48% | Add +3.2% | 572,540 | $21.3M |
| Integris Wealth Management, LLC | 4.82% | Reduce -1.6% | 598,385 | $21.0M |
| Wealth Dimensions Group, Ltd. | 4.01% | Add +4.6% | 581,269 | $20.4M |
| Krilogy Financial LLC | 0.65% | Reduce -1.8% | 557,276 | $20.3M |
| Wealth Advisors Northwest LLC | 8.09% | Add +4.9% | 550,318 | $19.3M |
| Root Financial Partners, LLC | 0.84% | Reduce -15.6% | 521,248 | $18.3M |
| Alpha Financial Advisors, LLC | 5.54% | Reduce -2.6% | 516,341 | $18.1M |
| NewEdge Advisors, LLC | 0.06% | Reduce -13.1% | 508,902 | $17.8M |
| Equita Financial Network, Inc. | 5.54% | Reduce -14.9% | 502,726 | $17.6M |
| Perigon Wealth Management, LLC | 0.31% | Add +6.6% | 487,996 | $17.1M |
| Geneos Wealth Management Inc. | 0.40% | Reduce -1.4% | 486,035 | $17.0M |
| Clarity Wealth Development LLC | 13.74% | Add +6.0% | 480,383 | $16.8M |
| Well Done, LLC | 2.41% | Add +9.2% | 468,270 | $16.4M |
| Foundation Wealth Management, LLC\PA | 5.73% | Add +15.8% | 463,438 | $16.2M |
| Farther Finance Advisors, LLC | 0.15% | Add +12.6% | 457,040 | $16.0M |
| Apella Capital, LLC | 0.24% | Add +759.6% | 428,670 | $15.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.9% | 451,383 | $15.8M |
| Tobias Financial Advisors, Inc. | 2.19% | Add +8.0% | 447,931 | $15.7M |
| Betterment LLC | 0.03% | Add +2.9% | 447,734 | $15.7M |
| Trust Co of the South | 2.51% | Reduce -0.3% | 444,932 | $15.6M |
| Mariner, LLC | 0.02% | Add +20.3% | 438,206 | $15.4M |
| Vise Technologies, Inc. | 0.29% | No change | 453,238 | $14.9M |
| Physician Wealth Solutions Inc. | 6.08% | Reduce -2.1% | 419,371 | $14.7M |
| Avantax Planning Partners, Inc. | 0.40% | Reduce -1.6% | 413,787 | $14.5M |
| Oceanside Advisors LLC | 8.26% | Add +2.1% | 412,992 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 421,021 | $14.5M |
| Scratch Capital LLC | 8.11% | Add +7.3% | 403,955 | $14.2M |
| Greenline Partners, LLC | 1.46% | Add +0.5% | 388,364 | $13.6M |
| Cardiff Park Advisors, LLC | 1.08% | Add +0.9% | 387,114 | $13.6M |
| Navigoe, LLC | 7.56% | Add +2.3% | 365,165 | $12.8M |
| RFG Advisory, LLC | 0.23% | Add +3.9% | 364,867 | $12.8M |
| Factor Wealth Management LTD | 2.29% | Add +229.7% | 348,003 | $12.2M |
| Keb Asset Management, LLC | 2.30% | Add +1.9% | 342,530 | $12.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +2.5% | 342,025 | $12.0M |
| McIlrath & Eck, LLC | 0.89% | Add +7.2% | 339,357 | $11.9M |
| Private Wealth Management Group, LLC | 3.11% | Reduce -8.9% | 337,899 | $11.8M |
| AdvisorNet Financial, Inc | 0.61% | Add +4.4% | 337,032 | $11.8M |
| Plancorp, LLC | 0.34% | Reduce -0.9% | 326,604 | $11.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +3.9% | 334,878 | $11.7M |
| Avant Financial Advisors LLC | 8.14% | Add +5.0% | 330,577 | $11.6M |
| MML Investors Services, LLC | 0.03% | Add +15.6% | 326,531 | $11.4M |
| Abel Hall, LLC | 2.43% | Add +1.8% | 325,397 | $11.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.76% | Reduce -3.0% | 318,664 | $11.2M |
| Pinnacle Associates Ltd. | 0.14% | Reduce -3.0% | 318,664 | $11.2M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -7.0% | 318,535 | $11.2M |
| Financial Architects, LLC | 5.87% | Reduce -1.1% | 317,350 | $11.1M |
| Parkwoods Wealth Partners, LLC | 2.72% | Add +52.4% | 316,525 | $11.1M |
| BOS Asset Management, LLC | 2.80% | Reduce -1.1% | 311,969 | $10.9M |
| Waterford Advisors, LLC | 3.37% | Add +2.1% | 284,843 | $10.6M |
| Vestia Personal Wealth Advisors | 4.99% | Add +8.1% | 302,774 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 299,230 | $10.5M |
| RCS Financial Planning, LLC | 5.38% | Add +0.9% | 296,092 | $10.4M |
| Ballentine Capital Advisors, Inc | 4.28% | Add +2.3% | 294,810 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +22.8% | 290,494 | $10.2M |
| Tortoise Investment Management, LLC | 0.84% | Add +3.7% | 290,014 | $10.2M |
| Sterling Financial Planning, Inc. | 3.01% | Add +1.1% | 289,877 | $10.2M |
| Freedom Investment Management, Inc. | 3.00% | Reduce -6.0% | 288,196 | $10.1M |
| SeedSafe Financial LLC | 8.12% | Add +6.7% | 281,422 | $9.9M |
| Aspen Capital Management, LLC | 2.43% | Add +1.4% | 280,152 | $9.8M |
| Sentinel Wealth Management, Inc. | 7.57% | Add +5.7% | 269,892 | $9.5M |
| CSP Financial Group, LLC | 9.52% | — | 265,269 | $9.3M |
| TCI Wealth Advisors, Inc. | 0.49% | Add +0.8% | 262,236 | $9.2M |
| Navigate Wealth Management, LLC | 6.10% | — | 234,152 | $8.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -21.4% | 241,065 | $8.4M |
| McLean Asset Management Corp | 1.45% | Add +17.4% | 236,681 | $8.3M |
| Advisory Alpha, LLC | 0.21% | Add +75.0% | 223,527 | $7.8M |
| Eq Wealth Advisors, LLC | 4.57% | Add +0.6% | 223,158 | $7.8M |
| Discipline Wealth Solutions, LLC | 0.81% | Add +17.9% | 220,818 | $7.7M |
| Ancora Advisors LLC | 0.16% | Add +10.0% | 216,046 | $7.6M |
| AA Financial Advisors, LLC | 1.05% | New | 212,895 | $7.5M |
| Pinney & Scofield, Inc. | 3.93% | Add +6.2% | 207,985 | $7.3M |
| Gradient Capital Advisors, LLC | 1.85% | Add +3.0% | 203,594 | $7.1M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +4.5% | 203,381 | $7.1M |
| Collective Family Office LLC | 1.59% | Reduce -0.6% | 202,163 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +28.6% | 202,209 | $7.0M |
| Strathmore Capital Advisors, Inc. | 1.93% | Add +11.8% | 183,771 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 191,676 | $6.7M |
| Foundry Financial LLC | 2.84% | Add +26.2% | 191,475 | $6.7M |
| Vantage Point Financial LLC | 2.29% | Reduce -1.1% | 186,512 | $6.5M |
| Pillar Financial Advisors, LLC | 3.79% | Add +3.1% | 185,156 | $6.5M |
| Hippocratic Financial Advisors, LLC | 2.84% | Add +2.6% | 184,703 | $6.5M |
| Lantz Financial LLC | 1.28% | Add +12.8% | 176,496 | $6.2M |
| Acorn Wealth Advisors, LLC | 1.80% | Add +16.0% | 176,484 | $6.2M |
| Phillips Financial Management, LLC | 0.45% | Reduce -1.7% | 176,140 | $6.2M |
| Client 1ST Advisory Group, LLC | 1.82% | Add +20.9% | 170,517 | $6.0M |
| XY Planning Network, Inc. | 0.95% | Add +19.8% | 169,013 | $5.9M |
| B&D White Capital Company, LLC | 0.72% | Add +5.2% | 165,274 | $5.8M |
| Cogent Strategic Wealth LLC | 5.75% | Add +16.3% | 159,712 | $5.6M |
| Aviance Capital Partners, LLC | 0.65% | Add +16.8% | 158,830 | $5.6M |
| American Investment Services, Inc. | 1.21% | Add +2.4% | 154,956 | $5.4M |
| Burk Holdings LLC | 2.30% | Reduce -0.4% | 153,309 | $5.4M |
| Marquette Asset Management, LLC | 0.80% | Reduce -0.1% | 152,831 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 151,885 | $5.3M |
| &partners | 0.03% | Add +12.4% | 150,224 | $5.3M |
| Richardson Capital Management LLC | 2.48% | Add +7522.5% | 146,886 | $5.1M |
| Kane Co Wealth Management, Inc. | 4.29% | Add +5.5% | 145,127 | $5.1M |
| Forum Financial Management, LP | 0.07% | Add +2.2% | 143,601 | $5.0M |
| Disciplined Investors, L.L.C. | 2.98% | Add +17.3% | 142,833 | $5.0M |
| Level Financial Advisors | 1.24% | Add +10.0% | 138,300 | $4.8M |
| Melfa Wealth Management, Inc. | 2.74% | Add +14.4% | 136,148 | $4.8M |
| Fermata Advisors, LLC | 1.08% | Reduce -2.4% | 136,293 | $4.8M |
| Cravens & Co Advisors, LLC | 3.10% | Add +0.1% | 136,186 | $4.8M |
| Sachem Hill LLC | 0.92% | Add +1.6% | 135,285 | $4.7M |
| Hill Investment Group Partners, LLC | 0.52% | Add +0.1% | 134,617 | $4.7M |
| Integrated Capital Management, Inc. | 3.13% | Add +15.0% | 134,316 | $4.7M |
| Financial Symmetry Inc | 1.66% | Add +13.7% | 124,227 | $4.7M |
| Three Arch Wealth Management LLC | 0.83% | Reduce -10.8% | 131,504 | $4.6M |
| V2 Financial group LLC | 2.09% | Add +3.5% | 127,767 | $4.5M |
| BIP Wealth, LLC | 0.18% | Add +29.5% | 127,257 | $4.5M |
| Quent Capital, LLC | 0.32% | Add +7.6% | 127,153 | $4.5M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +19.5% | 124,378 | $4.4M |
| Summit Wealth Group, LLC | 0.99% | Add +3.1% | 123,316 | $4.3M |
| Summit Financial, LLC | 0.05% | New | 120,664 | $4.2M |
| Nkcfo LLC | 1.24% | Add +35.4% | 119,750 | $4.2M |
| Signet Financial Management, LLC | 0.47% | Reduce -2.3% | 119,586 | $4.2M |
| Summit Wealth Group LLC / Co. | 0.43% | Reduce -4.8% | 117,168 | $4.1M |
| UBS Group AG | 0.00% | Add +57226.0% | 114,652 | $4.0M |
| Squire Investment Management Company, LLC | 1.11% | Add +17.3% | 114,291 | $4.0M |
| Blue Trust, Inc. | 0.05% | Add +17.9% | 113,668 | $4.0M |
| Gibraltar Capital Management, Inc. | 0.65% | Add +18.1% | 108,420 | $3.8M |
| ABLE Financial Group, LLC | 0.73% | Reduce -3.5% | 107,187 | $3.8M |
| Quantum Financial Advisors, LLC | 0.42% | Reduce -15.3% | 107,047 | $3.8M |
| WealthCollab, LLC | 1.51% | No change | 104,840 | $3.7M |
| Team Hewins, LLC | 1.09% | Reduce -0.8% | 104,353 | $3.7M |
| Horizon Investments, LLC | 0.04% | New | 104,016 | $3.6M |
| Corus Family Wealth Advisors | 2.94% | Add +5.0% | 103,031 | $3.6M |
| Advyzon Investment Management, LLC | 0.32% | Reduce -5.2% | 102,727 | $3.6M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 102,388 | $3.6M |
| CSS LLC | 0.55% | Reduce -8.4% | 99,860 | $3.5M |
| Outbound Financial Inc | 2.58% | Reduce -6.5% | 97,192 | $3.4M |
| Two West Capital Advisors LLC | 1.82% | Add +0.8% | 92,610 | $3.4M |
| Lam Group, Inc. | 1.89% | Reduce -1.0% | 97,995 | $3.4M |
| Commerce Bank | 0.02% | New | 97,935 | $3.4M |
| Vance Wealth, LLC | 0.99% | Add +12.8% | 97,791 | $3.4M |
| BetterWealth, LLC | 0.66% | Reduce -3.7% | 96,612 | $3.4M |
| Royal Harbor Partners, LLC | 1.13% | New | 95,312 | $3.3M |
| AQR Capital Management | 0.00% | Add +180.8% | 94,846 | $3.3M |
| Atlantic Union Bankshares Corp | 0.06% | Add +3.3% | 94,442 | $3.3M |
| Trailhead Planners LLC | 3.16% | Add +0.8% | 93,870 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | New | 92,609 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Add +300.6% | 92,256 | $3.2M |
| Madrid Wealth Management, LLC | 2.43% | Reduce -0.5% | 91,905 | $3.2M |
| Tru Independence Asset Management 2, LLC | 1.97% | Add +0.1% | 91,394 | $3.2M |
| Burton Enright Welch | 0.43% | Add +3.0% | 89,257 | $3.1M |
| Renaissance Technologies | 0.00% | New | 89,200 | $3.1M |
| W.H. Cornerstone Investments Inc. | 1.95% | Reduce -20.1% | 89,088 | $3.1M |
| Bluespring Wealth Management, LLC | 0.26% | Reduce -1.1% | 86,794 | $3.0M |
| Bayshore Asset Management, LLC | 1.20% | Add +5.2% | 86,288 | $3.0M |
| Pettinga Financial Advisors LLC | 0.57% | Reduce -44.0% | 85,971 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -38.2% | 85,688 | $3.0M |
| Oak Wealth Advisors LLC | 1.64% | Reduce -2.5% | 85,298 | $3.0M |
| Alpha Advisors, LLC | 2.32% | Add +2.3% | 84,023 | $2.9M |
| Vannoy Advisory Group, Inc. | 1.86% | Reduce -1.5% | 83,947 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +11.1% | 83,377 | $2.9M |
| Northwest Wealth Management, LLC | 0.44% | Add +4.1% | 82,929 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +18.5% | 82,315 | $2.9M |
| Citigroup Inc. | 0.00% | Add +46.0% | 82,312 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.6% | 81,507 | $2.9M |
| Dakota Wealth Management | 0.06% | Add +23.2% | 80,806 | $2.8M |
| RAM Investment Partners, LLC | 0.50% | Add +76.6% | 80,767 | $2.8M |
| WorthPointe, LLC | 0.74% | Add +1.1% | 77,654 | $2.7M |
| Rehmann Capital Advisory Group | 0.14% | Add +2.6% | 77,600 | $2.7M |
| Strategic Investment Solutions, Inc. | 0.65% | Add +3.6% | 76,791 | $2.7M |
| Savvy Advisors, Inc. | 0.07% | Add +128.6% | 76,000 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -14.7% | 75,461 | $2.6M |
| Roberts Glore & Co. Inc. | 0.71% | Reduce -1.0% | 74,160 | $2.6M |
| Legacy Financial Group, Inc. | 0.69% | Reduce -0.7% | 74,088 | $2.6M |
| Brady Martz Wealth Solutions, LLC | 0.43% | Add +1.4% | 72,812 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +315.9% | 72,544 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.7% | 72,522 | $2.5M |
| Ruedi Wealth Management, Inc. | 0.65% | Add +0.1% | 72,494 | $2.5M |
| Daner Wealth Management, LLC | 1.48% | Add +57.0% | 68,259 | $2.5M |
| Emprise Bank | 0.99% | Add +8.7% | 70,540 | $2.5M |
| Quarry Hill Advisors, LLC | 1.02% | Add +4.0% | 66,687 | $2.5M |
| Warburton Capital Management, LLC | 1.20% | Add +184.6% | 67,723 | $2.5M |
| Evensky & Katz LLC | 0.13% | Reduce -6.8% | 67,600 | $2.4M |
| MAI Capital Management | 0.01% | Add +2.2% | 67,505 | $2.4M |
| Hudson Value Partners, LLC | 0.70% | New | 66,770 | $2.3M |
| Signaturefd, LLC | 0.04% | Add +811.1% | 65,288 | $2.3M |
| MB Generational Wealth, LLC | 1.25% | Add +9.0% | 64,651 | $2.3M |
| Nalls Sherbakoff Group, LLC | 1.66% | Reduce -2.8% | 64,578 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -0.3% | 62,399 | $2.2M |
| Grant Private Wealth Management Inc | 1.16% | Add +8.1% | 62,257 | $2.2M |
| True Wealth Design, LLC | 0.60% | Reduce -1.9% | 61,662 | $2.2M |
| Twin Cities Retirement Group LLC | 1.94% | Add +5.5% | 60,511 | $2.1M |
| SC&H Financial Advisors, Inc. | 0.32% | Add +11.0% | 60,459 | $2.1M |
| Firethorn Wealth Partners, LLC | 0.77% | Reduce -2.5% | 60,115 | $2.1M |
| Meritas Wealth Management, LLC | 0.95% | Reduce -0.7% | 60,033 | $2.1M |
| Mustard Seed Financial, LLC | 1.25% | Add +11.8% | 59,679 | $2.1M |
| Aire Advisors, LLC | 0.38% | Reduce -0.4% | 58,572 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +49.2% | 57,172 | $2.0M |
| GEM Asset Management, LLC | 0.88% | Add +67.5% | 56,774 | $2.0M |
| Approach Retirement Advisors, LLC | 1.65% | Reduce -7.4% | 56,447 | $2.0M |
| SageView Advisory Group, LLC | 0.07% | Reduce -5.4% | 56,082 | $2.0M |
| Greenspring Advisors, LLC | 0.12% | Add +8.8% | 55,876 | $2.0M |
| Wedmont Private Capital | 0.06% | Add +3.1% | 52,687 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.18% | Add +0.0% | 54,287 | $1.9M |
| Dopkins Wealth Management, LLC | 0.76% | Add +1.3% | 53,850 | $1.9M |
| Founders Financial Securities LLC | 0.11% | Add +2.4% | 51,880 | $1.9M |
| Sage Mountain Advisors LLC | 0.13% | New | 53,769 | $1.9M |
| Rockwood Wealth Management, LLC | 0.13% | Add +5.3% | 51,619 | $1.8M |
| Triangle Securities Wealth Management | 0.41% | Add +449.7% | 51,125 | $1.8M |
| HMV Wealth Advisors, LLC | 0.82% | Add +63.7% | 49,860 | $1.7M |
| Cloud Capital Management, LLC | 0.75% | Add +0.3% | 49,257 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Reduce -10.6% | 49,057 | $1.7M |
| Aerodigm Wealth, LLC | 0.64% | No change | 48,836 | $1.7M |
| HFG Advisors, Inc. | 1.19% | Add +3.3% | 48,299 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +16.6% | 48,285 | $1.7M |
| ATLas Financial Planning LLC | 1.51% | Add +23.6% | 48,096 | $1.7M |
| Financially in Tune, LLC | 1.44% | Add +10.2% | 47,917 | $1.7M |
| Morgan Stanley | 0.00% | Add +17.2% | 47,839 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +104.4% | 47,651 | $1.7M |
| Austin Asset Management Co Inc | 0.28% | No change | 47,513 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +3.2% | 47,504 | $1.7M |
| Pacific Park Financial, Inc. | 1.09% | New | 47,451 | $1.7M |
| Gemmer Asset Management LLC | 0.13% | Reduce -0.9% | 47,119 | $1.7M |
| Fiduciary Financial Group, LLC | 0.22% | Add +13.8% | 47,014 | $1.6M |
| RTD Financial Advisors, Inc. | 0.20% | Add +79.0% | 46,582 | $1.6M |
| Keyvantage Wealth, LLC | 0.70% | Reduce -14.3% | 45,644 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Add +2.3% | 45,639 | $1.6M |
| Pacific Asset Management, LLC | 0.89% | Add +6.8% | 45,506 | $1.6M |
| Triad Wealth Partners, LLC | 0.13% | Add +1.6% | 45,324 | $1.6M |
| E6 Portfolios, LLC | 1.65% | Add +37.3% | 45,279 | $1.6M |
| Quadcap Wealth Management, LLC | 0.18% | Reduce -2.1% | 45,264 | $1.6M |
| Choreo, LLC | 0.02% | New | 45,117 | $1.6M |
| Valued Wealth Advisors LLC | 0.64% | Add +91.4% | 45,101 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.54% | Add +9.5% | 44,553 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Add +18.6% | 43,680 | $1.5M |
| Investmark Advisory Group LLC | 0.65% | Reduce -2.4% | 43,437 | $1.5M |
| Porter White Investment Advisors, Inc. | 0.59% | Add +4.0% | 42,281 | $1.5M |
| Sprinkle Financial Consultants LLC | 0.68% | Add +9.1% | 42,168 | $1.5M |
| Grove Street Fiduciary, LLC | 0.65% | No change | 42,140 | $1.5M |
| Builder Investment Group Inc. | 0.32% | Add +28.2% | 42,063 | $1.5M |
| Boston Partners | 0.00% | Add +0.7% | 41,975 | $1.5M |
| Aegis Wealth Management LLC | 0.84% | Add +6.6% | 41,839 | $1.5M |
| Wealth Management Nebraska | 0.15% | Add +17.0% | 41,232 | $1.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.63% | Add +11.2% | 40,172 | $1.4M |
| Oder Investment Management, LLC | 1.08% | Add +9.4% | 39,966 | $1.4M |
| Xcelsior Advisor Partners LLC | 0.54% | Add +3.5% | 39,922 | $1.4M |
| Great Oak Capital Partners, LLC | 0.32% | Add +7.1% | 38,427 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +3.8% | 39,215 | $1.4M |
| Broadhurst Jeffrey B | 1.34% | No change | 37,444 | $1.3M |
| Flagstone Financial Management | 0.32% | Add +15.7% | 37,318 | $1.3M |
| Morton Brown Family Wealth, LLC | 0.34% | Add +0.0% | 36,208 | $1.3M |
| Tandemgrowth Financial Advisors LLC | 1.13% | No change | 34,263 | $1.2M |
| Wealth Preservation Advisors, LLC | 0.99% | Reduce -7.7% | 34,048 | $1.2M |
| Fiduciary Alliance LLC | 0.07% | Reduce -1.0% | 32,864 | $1.2M |
| HBE Wealth Management, LLC | 1.03% | Add +2.1% | 33,788 | $1.2M |
| Wilkerson Advisory Group LLC | 0.41% | Reduce -2.8% | 33,671 | $1.2M |
| Curio Wealth, LLC | 0.39% | Reduce -1.1% | 32,874 | $1.2M |
| Global Financial Private Client, LLC | 0.37% | Add +418.2% | 32,635 | $1.1M |
| DBK Financial Counsel, LLC | 0.86% | Add +32.9% | 32,333 | $1.1M |
| CPA Asset Management Group, LLC | 0.38% | Reduce -31.7% | 32,178 | $1.1M |
| Revolve Wealth Partners, LLC | 0.15% | Reduce -13.2% | 32,152 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.19% | New | 31,444 | $1.1M |
| GEN Financial Management, INC. | 0.68% | Reduce -0.6% | 31,366 | $1.1M |
| Riverchase Wealth Management, LLC | 0.57% | Add +0.8% | 31,359 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 31,190 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.10% | Reduce -0.2% | 31,010 | $1.1M |
| Shearwater Capital LLC | 0.56% | Add +43.5% | 30,461 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.35% | Add +0.7% | 30,396 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.8% | 30,268 | $1.1M |
| Ariadne Wealth Management, LP | 0.47% | Add +7.2% | 29,749 | $1.0M |
| Composition Wealth, LLC | 0.01% | New | 29,681 | $1.0M |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -3.4% | 29,102 | $1.0M |
| Smartleaf Asset Management LLC | 0.04% | Reduce -8.0% | 29,441 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | New | 27,844 | $976K |
| McClarren Financial Advisors, Inc. | 0.57% | Add +109.7% | 27,634 | $968K |
| FMB Wealth Management | 0.40% | Reduce -0.8% | 27,615 | $968K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -9.8% | 27,427 | $961K |
| Foster Group, Inc. | 0.03% | Reduce -1.8% | 26,980 | $945K |
| BDFS Capital LLC | 0.45% | Add +5.1% | 26,870 | $942K |
| Ponta Wealth Partners, LLC | 0.74% | Reduce -24.1% | 26,428 | $926K |
| William Mack & Associates, Inc. | 0.53% | Add +250.2% | 26,332 | $923K |
| Lodestone Wealth Management LLC | 0.36% | Add +4.7% | 26,178 | $917K |
| Global Trust Wealth Management LLC | 0.69% | Add +14.2% | 26,020 | $912K |
| Financial Plan, Inc. | 0.10% | Add +0.5% | 25,804 | $904K |
| Pine Harbor Wealth Management, LLC | 0.27% | Reduce -6.5% | 25,561 | $896K |
| Compass Capital Corp. /Ma/ | 0.32% | Add +26.6% | 23,539 | $883K |
| Higgins & Schmidt Wealth Strategies LLC | 0.40% | Add +4.4% | 25,040 | $877K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -2.3% | 24,918 | $873K |
| TCFG Investment Advisors, LLC | 0.33% | — | 24,918 | $873K |
| Diversified Trust Co. | 0.02% | No change | 24,796 | $869K |
| MSA Advisors, LLC | 0.26% | New | 24,793 | $869K |
| C M Bidwell & Associates Ltd. | 0.40% | Reduce -6.3% | 24,485 | $858K |
| GeoWealth Management, LLC | 0.03% | Add +59.4% | 24,423 | $856K |
| REDW Wealth LLC | 0.34% | Reduce -1.2% | 24,406 | $855K |
| Mullaney, Keating & Wright, Inc. | 0.46% | Add +0.2% | 24,094 | $844K |
| Clark Asset Management, LLC | 0.08% | Add +47.0% | 23,943 | $839K |
| Baker Ellis Asset Management LLC | 0.10% | Add +197.5% | 23,800 | $834K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.3% | 23,442 | $821K |
| Compass Ion Advisors, LLC | 0.08% | Add +3.0% | 23,333 | $818K |
| Vista Capital Partners, Inc. | 0.08% | Reduce -0.4% | 23,021 | $807K |
| Advisory Services Network, LLC | 0.01% | Add +0.6% | 22,765 | $798K |
| Keating Financial Advisory Services, Inc. | 0.13% | Reduce -2.9% | 22,279 | $781K |
| Golden Bell Financial Planning LLC | 0.62% | Reduce -2.4% | 22,080 | $774K |
| Disciplined Investments, LLC | 0.27% | No change | 21,602 | $757K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -6.7% | 21,538 | $755K |
| CLG LLC | 0.19% | Reduce -2.3% | 21,275 | $745K |
| Lauterbach Financial Advisors, LLC | 0.36% | Reduce -1.6% | 20,835 | $730K |
| CVA Family Office, LLC | 0.08% | No change | 20,717 | $726K |
| Citadel Advisors | 0.00% | Reduce -11.8% | 20,660 | $724K |
| DeLarme Wealth Management, Inc. | 0.46% | Reduce -0.8% | 20,385 | $714K |
| Avondale Wealth Management | 0.35% | Add +0.2% | 20,363 | $714K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -22.0% | 20,204 | $708K |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 20,156 | $706K |
| Peirce Capital Management, LLC | 0.27% | No change | 19,933 | $698K |
| Powerhouse Assets LLC | 0.61% | Add +13.9% | 19,877 | $697K |
| Physician Wealth Advisors, Inc. | 0.10% | Add +0.6% | 19,767 | $693K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.2% | 19,685 | $690K |
| Hanover Advisors Inc. | 0.28% | Add +4.8% | 19,660 | $689K |
| Spire Wealth Management | 0.02% | Add +14.4% | 19,656 | $689K |
| Sensenig Capital Advisors, Inc | 0.70% | Reduce -1.6% | 19,616 | $687K |
| JDH Wealth Management, LLC | 0.45% | No change | 19,182 | $672K |
| Equitable Holdings, Inc. | 0.00% | Add +7.2% | 20,300 | $668K |
| Cogent Private Wealth, Inc. | 0.48% | Add +5.0% | 18,914 | $663K |
| Baker Tilly Wealth Management, LLC | 0.16% | Reduce -1.5% | 18,819 | $659K |
| Nwam LLC | 0.04% | Add +37.5% | 18,558 | $650K |
| Fort Vancouver Investment Management, LLC | 0.33% | Reduce -1.5% | 18,554 | $650K |
| LJI Wealth Management, LLC | 0.10% | Reduce -76.4% | 18,475 | $647K |
| Cambridge Financial Group, LLC | 0.22% | Reduce -43.9% | 18,428 | $646K |
| Aurelius Family Office LLC | 0.28% | Reduce -0.2% | 18,130 | $635K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +0.6% | 18,022 | $631K |
| Astra Wealth Partners LLC | 0.40% | No change | 17,950 | $629K |
| CarsonAllaria Wealth Management, Ltd. | 0.31% | Reduce -8.3% | 17,911 | $628K |
| Andrews, Lucia Wealth Management LLC | 0.37% | Reduce -1.6% | 17,586 | $616K |
| Claris Advisors, LLC / Mo / | 0.18% | Add +2.6% | 17,256 | $605K |
| Freedom Day Solutions, LLC | 0.16% | New | 17,153 | $601K |
| Tandem Financial, LLC | 0.20% | New | 17,122 | $600K |
| Waterway Wealth Management, LLC | 0.13% | Reduce -63.3% | 16,720 | $586K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -3.0% | 16,671 | $584K |
| IFP Advisors, Inc | 0.01% | No change | 16,569 | $581K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.1% | 16,568 | $581K |
| Quantinno Capital Management LP | 0.00% | Reduce -32.9% | 16,563 | $580K |
| Wright Wealth LLC | 0.39% | Add +9.1% | 16,497 | $578K |
| Prudent Man Investment Management, Inc. | 0.19% | No change | 17,551 | $577K |
| Verisail Partners, LLC | 0.23% | No change | 16,451 | $576K |
| Friday Financial | 0.19% | Reduce -29.8% | 16,027 | $562K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 15,910 | $557K |
| Stratos Investment Management, LLC | 0.02% | Reduce -33.6% | 15,834 | $555K |
| 25 LLC | 0.17% | Reduce -3.8% | 15,399 | $540K |
| Clearstead Advisors, LLC | 0.00% | Add +13.0% | 15,014 | $526K |
| HB Wealth Management, LLC | 0.00% | No change | 15,001 | $526K |
| Meredith Wealth Planning | 0.14% | Reduce -0.9% | 14,950 | $524K |
| Lazari Capital Management, Inc. | 0.18% | Reduce -5.3% | 14,890 | $522K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +49.3% | 14,853 | $520K |
| AlphaCore Capital LLC | 0.01% | Add +2.0% | 14,813 | $519K |
| Opus Financial Solutions LLC | 0.49% | Add +5.7% | 14,795 | $518K |
| Donalies Financial Planning, LLC | 0.44% | Add +0.2% | 14,668 | $514K |
| Johnson Wealth Management, LLC | 0.25% | Reduce -7.5% | 14,590 | $511K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.5% | 14,580 | $511K |
| Essential Planning, LLC. | 0.16% | Reduce -0.1% | 14,479 | $507K |
| Partners in Financial Planning | 0.08% | Add +14.4% | 14,362 | $503K |
| Cypress Point Wealth Management, LLC | 0.11% | No change | 14,153 | $496K |
| Selective Wealth Management, Inc. | 0.14% | New | 13,169 | $488K |
| Capstone Wealth Management, Inc. | 0.40% | Reduce -1.5% | 13,470 | $475K |
| Private Advisor Group, LLC | 0.00% | Add +118.9% | 13,531 | $474K |
| Silverlake Wealth Management LLC | 0.10% | New | 13,376 | $469K |
| Voisard Asset Management Group, Inc. | 0.10% | Reduce -0.1% | 13,341 | $467K |
| Yardley Wealth Management LLC | 0.23% | No change | 12,569 | $440K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +0.2% | 12,476 | $437K |
| Lutz Financial Services LLC | 0.03% | Add +1.7% | 12,314 | $431K |
| Acropolis Investment Management, LLC | 0.02% | Add +12.9% | 12,216 | $428K |
| Argyle Capital Partners, LLC | 0.29% | Add +2.4% | 11,568 | $405K |
| Tillman Hartley LLC | 0.10% | Reduce -13.6% | 11,504 | $403K |
| Austin Wealth Management, LLC | 0.09% | Reduce -21.2% | 11,327 | $402K |
| Infinity Wealth Counsel, LLC | 0.36% | Add +7.6% | 11,285 | $395K |
| Family CFO Inc | 0.18% | No change | 11,214 | $393K |
| Elevate Wealth Advisory, Inc. | 0.25% | Add +0.8% | 11,096 | $389K |
| Frankly Finances, LLC | 0.35% | No change | 10,901 | $382K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -14.2% | 10,853 | $380K |
| Belpointe Asset Management LLC | 0.01% | Reduce -14.2% | 10,853 | $380K |
| L.K. Benson & Company, P.C. | 0.13% | Reduce -19.5% | 10,827 | $379K |
| tru Independence LLC | 0.18% | No change | 10,514 | $368K |
| Arkadios Wealth Advisors | 0.01% | Add +3.7% | 10,405 | $365K |
| Fortitude Family Office, LLC | 0.08% | No change | 10,223 | $358K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.6% | 10,091 | $354K |
| First Financial Group Corp | 0.28% | Add +13.9% | 9,822 | $344K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.3% | 9,735 | $341K |
| Sensible Money, LLC | 0.10% | New | 9,705 | $340K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.3% | 9,615 | $337K |
| Kondo Wealth Advisors, Inc. | 0.13% | No change | 9,518 | $334K |
| Allegiance Financial Group Advisory Services LLC | 0.07% | Add +19.2% | 9,510 | $333K |
| Passive Capital Management, LLC. | 0.10% | New | 9,424 | $330K |
| Optima Capital LLC | 0.15% | Add +0.2% | 9,403 | $329K |
| Fortis Capital Management LLC | 0.04% | Add +1.6% | 9,318 | $326K |
| AE Wealth Management LLC | 0.00% | Add +23.1% | 9,283 | $325K |
| Financial Harvest, LLC | 0.19% | No change | 9,049 | $317K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -6.7% | 9,038 | $317K |
| Triumph Capital Management | 0.06% | Reduce -16.1% | 8,979 | $315K |
| Concord Wealth Partners | 0.04% | Add +801.3% | 8,932 | $313K |
| 55 North Private Wealth, LLC | 0.08% | Reduce -38.6% | 8,893 | $312K |
| Bernicke Wealth Management, Ltd. | 0.04% | New | 8,854 | $310K |
| Professional Financial Solutions LLC | 0.27% | Add +1.4% | 8,755 | $307K |
| Hancock Whitney Corp. | 0.01% | Reduce -34.6% | 8,694 | $305K |
| Narus Financial Partners, LLC | 0.08% | Add +1.6% | 8,641 | $303K |
| Belleair Asset Management, LLC | 0.27% | No change | 8,579 | $301K |
| DAVENPORT & Co LLC | 0.00% | No change | 8,544 | $299K |
| Simplicity Wealth,LLC | 0.02% | Add +15.9% | 8,531 | $299K |
| Abacus Planning Group, Inc. | 0.04% | Add +0.0% | 8,484 | $297K |
| Everest Financial Group LLC | 0.05% | New | 8,257 | $289K |
| Clear Creek Financial Management, LLC | 0.02% | New | 8,252 | $289K |
| Berger Financial Group, Inc | 0.02% | Reduce -4.6% | 8,111 | $284K |
| Triune Financial Partners, LLC | 0.07% | No change | 8,045 | $282K |
| Brooklyn Investment Group | 0.01% | Add +29.0% | 8,027 | $281K |
| Arax Advisory Partners | 0.01% | Add +504.5% | 8,022 | $281K |
| Asset Dedication, LLC | 0.02% | New | 7,768 | $272K |
| Oath Planning, LLC | 0.24% | No change | 7,679 | $269K |
| Garrison Point Advisors, LLC | 0.12% | New | 7,627 | $267K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 7,981 | $262K |
| Shore Point Advisors, LLC | 0.10% | Add +0.3% | 7,416 | $260K |
| Entelevest, LLC | 0.26% | Reduce -8.3% | 7,300 | $256K |
| Kaufman Rossin Wealth, LLC | 0.14% | No change | 7,175 | $251K |
| Aspire Private Capital, LLC | 0.06% | Reduce -4.2% | 6,998 | $245K |
| Hurley Capital, LLC | 0.13% | Add +4.7% | 6,983 | $245K |
| Wells Fargo & Company | 0.00% | Reduce -3.2% | 6,884 | $241K |
| Mills Wealth Advisors LLC | 0.08% | Add +0.1% | 6,863 | $240K |
| Sutton Place Investors LLC | 0.13% | Add +0.3% | 6,846 | $240K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,765 | $237K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -6.3% | 6,753 | $237K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 6,747 | $236K |
| Private Trust Co. NA | 0.02% | No change | 6,540 | $229K |
| Tilia Fiduciary Partners, Inc. | 0.12% | Reduce -6.8% | 6,479 | $227K |
| Geometric Wealth Advisors | 0.03% | Add +0.1% | 6,448 | $226K |
| Forefront Analytics, LLC | 0.20% | New | 6,341 | $222K |
| Compound Planning, Inc. | 0.01% | New | 6,163 | $216K |
| Studio Investment Management LLC | 0.04% | New | 6,110 | $214K |
| Heritage Wealth Management, Inc./Texas | 0.09% | New | 6,091 | $213K |
| Northwest Wealth Advisors, LLC | 0.15% | Reduce -17.3% | 6,068 | $213K |
| Planning Center, Inc. | 0.02% | New | 6,050 | $212K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | New | 6,047 | $212K |
| Beacon Financial Advisory LLC | 0.05% | New | 5,959 | $209K |
| Tudor Investment Corporation | 0.00% | Reduce -78.3% | 5,939 | $208K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 5,905 | $207K |
| Cahill Financial Advisors Inc. | 0.02% | New | 5,778 | $202K |
| UMB Bank, n.a. | 0.00% | No change | 5,771 | $202K |
| Mgo One Seven LLC | 0.00% | New | 5,723 | $201K |
| Gilpin Wealth Management, LLC | 0.16% | No change | 5,647 | $198K |
| RHL Group, LLC | 0.16% | Add +5.9% | 5,244 | $184K |
| Ascentis Independent Advisors | 0.01% | New | 4,862 | $170K |
| LOM Asset Management Ltd | 0.04% | No change | 4,100 | $144K |
| IFG Advisory, LLC | 0.41% | Reduce -96.0% | 4,055 | $142K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 3,977 | $139K |
| Operose Advisors LLC | 0.03% | Add +24.8% | 3,967 | $139K |
| 1015 Capital Partners, LLC | 0.12% | Add +260.0% | 3,600 | $126K |
| CoreCap Advisors, LLC | 0.00% | Add +83.4% | 3,569 | $125K |
| Global Trust Asset Management, LLC | 0.04% | No change | 3,340 | $117K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -2.8% | 3,291 | $115K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 3,200 | $112K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,900 | $102K |
| Arlington Trust Co LLC | 0.01% | New | 2,813 | $99K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 2,704 | $95K |
| Rachor Investment Advisory Services, LLC | 0.05% | New | 2,620 | $92K |
| DecisionPoint Financial, LLC | 0.02% | Add +50.3% | 2,607 | $91K |
| American Capital Advisory, LLC | 0.03% | New | 2,370 | $83K |
| Reyes Financial Architecture, Inc. | 0.07% | New | 2,342 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $79K |
| Seneschal Advisors, LLC | 0.06% | Add +3.6% | 2,248 | $79K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,136 | $75K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $71K |
| Coston, McIsaac & Partners | 0.02% | Add +20.3% | 2,029 | $71K |
| Millstone Evans Group, LLC | 0.04% | Reduce -0.4% | 1,986 | $70K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,943 | $68K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -0.1% | 1,855 | $65K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,759 | $62K |
| Washington Trust Advisors, Inc. | 0.01% | New | 1,756 | $62K |
| Topsail Wealth Management, LLC | 0.01% | New | 1,475 | $52K |
| Redwood Park Advisors LLC | 0.04% | Add +0.3% | 1,424 | $50K |
| Fifth Third Bancorp | 0.00% | Add +300.3% | 1,397 | $49K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | New | 1,393 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +47.6% | 1,345 | $47K |
| Parkside Financial Bank & Trust | 0.00% | New | 1,173 | $41K |
| US Bancorp \de | 0.00% | Reduce -16.1% | 1,021 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.7% | 1,005 | $35K |
| Strategic Advisory Partners, LLC | 0.03% | New | 925 | $32K |
| Blueline Advisors LLC | 0.02% | Reduce -3.7% | 904 | $32K |
| BankChampaign, National Association | 0.03% | Reduce -93.3% | 800 | $28K |
| SJS Investment Consulting Inc. | 0.00% | No change | 750 | $26K |
| Horizon Financial Services, LLC | 0.01% | New | 744 | $26K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 684 | $24K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.3% | 684 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $24K |
| Financial Connections Group, Inc. | 0.01% | New | 586 | $20K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 539 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 498 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 415 | $15K |
| Vanguard Advisers Inc. | 0.00% | — | 396 | $14K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 368 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.5% | 368 | $13K |
| Dorato Capital Management | 0.01% | No change | 342 | $12K |
| Gables Capital Management Inc. | 0.00% | No change | 288 | $10K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 207 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +48.5% | 205 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 155 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 91 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 77 | $3K |
| Simplex Trading, LLC | 0.00% | New | 22 | $770 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +40.0% | 21 | $746 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $105 |
"% 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.