Dimensional US Small Cap ValDFSVETF
13F holders, Q2 2026 (June 30)584holders +30
45new positions
13sold out
4famous investors
$38.84avg. 13F price*
At the end of Q2 2026, 584 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 30 from Q1 2026. 45 opened new positions and 13 sold out. The largest holders were Savant Capital, LLC ($976.1M), Mather Group, Llc. ($257.3M) and JMG Financial Group, Ltd. ($244.8M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US Small Cap Val
- CUSIP
- 25434V815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $45.0M |
| Exits | 13 | $12.1M |
All 13F filers, Q1 2026 → Q2 2026: 13,622,891 shares bought and 8,040,760 shares sold, net +5,582,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Savant Capital, LLC | 2.87% | Add +32.5% | 25,008,847 | $976.1M |
| Mather Group, Llc. | 2.24% | Add +1.0% | 6,632,230 | $257.3M |
| JMG Financial Group, Ltd. | 5.91% | Add +1.9% | 6,311,245 | $244.8M |
| Focus Partners Wealth | 0.19% | Add +4.5% | 4,701,833 | $182.4M |
| Cetera Investment Advisers | 0.17% | Add +20.9% | 4,700,364 | $182.3M |
| Cerity Partners LLC | 0.21% | Add +3.8% | 4,469,361 | $173.4M |
| Ritholtz Wealth Management | 2.36% | Add +5.5% | 4,069,099 | $157.8M |
| Corient Private Wealth LP | 0.17% | Reduce -55.8% | 3,243,839 | $125.8M |
| Modera Wealth Management, LLC | 1.22% | Add +6.7% | 2,947,946 | $114.4M |
| Index Fund Advisors, Inc. | 4.38% | Add +3.0% | 2,844,072 | $110.3M |
| Pathstone Holdings, LLC | 0.30% | Reduce -3.2% | 2,666,992 | $103.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.9% | 2,378,365 | $92.3M |
| LPL Financial LLC | 0.02% | Add +6.7% | 2,360,503 | $91.6M |
| Focus Partners Advisor Solutions, LLC | 0.73% | Add +5.5% | 2,225,817 | $86.3M |
| Creative Planning | 0.05% | Reduce -1.1% | 2,187,449 | $84.9M |
| Arista Wealth Management, LLC | 9.01% | Add +2.3% | 2,151,928 | $83.5M |
| Raymond James Financial Inc. | 0.02% | Add +1.5% | 1,970,745 | $76.4M |
| Bank of America Corp. | 0.00% | Add +8.4% | 1,704,969 | $66.1M |
| Vestmark Advisory Solutions, Inc. | 0.54% | Reduce -0.1% | 1,486,102 | $57.6M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -6.2% | 1,332,487 | $51.7M |
| DiNuzzo Private Wealth, Inc. | 4.99% | Reduce -3.5% | 1,300,634 | $50.5M |
| Truepoint, Inc. | 0.97% | Reduce -11.0% | 1,193,913 | $46.3M |
| Evanson Financial, LLC | 2.20% | — | 1,160,147 | $45.0M |
| Coldstream Capital Management Inc. | 0.57% | Reduce -48.8% | 1,142,603 | $44.9M |
| Mosaic Family Wealth Partners, LLC | 2.71% | Add +3.3% | 1,030,836 | $40.0M |
| Leading Edge Financial Planning LLC | 7.10% | Add +6.0% | 1,027,285 | $39.8M |
| Bank of Montreal | 0.01% | Add +3.3% | 1,023,556 | $39.7M |
| Osaic Holdings, Inc. | 0.04% | Add +24.1% | 968,729 | $37.6M |
| Integrity Advisory Solutions, LLC | 3.75% | Add +8.9% | 940,148 | $36.5M |
| Harbour Investments, Inc. | 0.49% | Add +7.3% | 930,059 | $36.1M |
| Elser Financial Planning, Inc | 1.55% | Add +1.3% | 923,575 | $35.8M |
| Seaside Wealth Management, Inc. | 8.84% | Add +2.3% | 922,462 | $35.8M |
| Stordahl Capital Management, Inc. | 6.49% | Add +0.4% | 913,553 | $35.4M |
| Northern Trust Corp. | 0.00% | Add +6.7% | 905,466 | $35.1M |
| United Wealth Management, LLC | 7.89% | Add +0.6% | 904,345 | $35.1M |
| Jackson Thornton Wealth Management, LLC | 2.68% | Add +2.3% | 873,274 | $33.9M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +4.0% | 848,190 | $32.9M |
| von Borstel & Associates, Inc. | 6.67% | Add +1.2% | 839,017 | $32.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +19.9% | 826,860 | $32.1M |
| HighTower Advisors, LLC | 0.03% | Add +2.5% | 805,623 | $31.3M |
| Hassell Wealth Management, LLC | 9.03% | Add +1.1% | 770,951 | $29.4M |
| Zhang Financial LLC | 0.85% | Add +6.9% | 750,732 | $29.1M |
| Diversified Portfolios, Inc. | 2.07% | Add +5.7% | 734,781 | $28.5M |
| Rather & Kittrell, Inc. | 3.90% | Add +4.1% | 719,089 | $27.9M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -2.4% | 714,818 | $27.7M |
| Park Avenue Securities LLC | 0.17% | Add +5.6% | 714,197 | $27.7M |
| Integrity Alliance, Llc. | 0.86% | Reduce -0.2% | 704,492 | $27.3M |
| OneDigital Investment Advisors LLC | 0.22% | Add +6.4% | 665,532 | $25.8M |
| Retirement Solution LLC | 4.99% | Add +0.1% | 658,005 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.8% | 644,635 | $25.0M |
| Factor Wealth Management LTD | 3.72% | Add +82.4% | 634,617 | $24.6M |
| Chicago Partners Investment Group LLC | 0.47% | Add +3.9% | 594,768 | $23.3M |
| Wealth Dimensions Group, Ltd. | 4.08% | Add +1.0% | 587,003 | $22.8M |
| Integris Wealth Management, LLC | 4.59% | Reduce -2.1% | 585,899 | $22.7M |
| Safeguard Investment Advisory Group, LLC | 5.23% | Reduce -4.5% | 584,076 | $22.7M |
| Wealth Advisors Northwest LLC | 7.47% | Add +2.7% | 565,017 | $21.9M |
| Krilogy Financial LLC | 0.65% | Add +0.9% | 562,531 | $21.8M |
| Perigon Wealth Management, LLC | 0.33% | Add +10.5% | 539,438 | $20.9M |
| Alpha Financial Advisors, LLC | 5.59% | Reduce -0.0% | 516,208 | $20.0M |
| Royal Bank of Canada | 0.00% | Reduce -24.1% | 512,087 | $19.9M |
| Clarity Wealth Development LLC | 11.02% | Add +6.5% | 511,635 | $19.8M |
| Equita Financial Network, Inc. | 5.45% | Add +0.6% | 505,882 | $19.6M |
| Foundation Wealth Management, LLC\PA | 5.88% | Add +8.4% | 502,590 | $19.5M |
| Farther Finance Advisors, LLC | 0.15% | Add +9.4% | 499,837 | $19.4M |
| Geneos Wealth Management Inc. | 0.39% | Add +1.3% | 492,276 | $19.1M |
| NewEdge Advisors, LLC | 0.06% | Reduce -4.5% | 486,019 | $18.9M |
| Apella Capital, LLC | 0.26% | Add +12.8% | 483,548 | $18.7M |
| Betterment LLC | 0.03% | Add +3.9% | 465,072 | $18.0M |
| Mariner, LLC | 0.02% | Add +5.5% | 462,453 | $17.9M |
| Tobias Financial Advisors, Inc. | 2.27% | Add +2.9% | 461,103 | $17.9M |
| Well Done, LLC | 2.39% | Reduce -2.2% | 457,938 | $17.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.1% | 446,524 | $17.3M |
| Fiduciary Financial Advisors | 1.74% | New | 442,556 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 438,349 | $17.0M |
| Timonier Family Office, LTD. | 4.78% | — | 436,101 | $16.9M |
| Scratch Capital LLC | 8.34% | Add +7.2% | 433,153 | $16.8M |
| Allworth Financial LP | 0.07% | Reduce -51.1% | 425,967 | $16.5M |
| Oceanside Advisors LLC | 8.28% | Add +2.4% | 422,944 | $16.4M |
| Parkwoods Wealth Partners, LLC | 2.58% | Add +30.6% | 413,454 | $16.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +20.5% | 412,020 | $16.0M |
| Physician Wealth Solutions Inc. | 6.05% | Reduce -2.0% | 411,042 | $15.9M |
| Trust Co of the South | 2.20% | Reduce -9.6% | 402,318 | $15.6M |
| Avantax Planning Partners, Inc. | 0.38% | Reduce -5.0% | 393,241 | $15.3M |
| Greenline Partners, LLC | 1.53% | Reduce -0.1% | 388,109 | $15.1M |
| Cardiff Park Advisors, LLC | 1.16% | Reduce -0.2% | 386,270 | $15.0M |
| RFG Advisory, LLC | 0.23% | Add +2.4% | 373,465 | $14.5M |
| Navigoe, LLC | 7.57% | Add +2.2% | 373,205 | $14.5M |
| MML Investors Services, LLC | 0.03% | Add +12.9% | 368,604 | $14.3M |
| Avant Financial Advisors LLC | 8.74% | Add +9.4% | 361,776 | $14.0M |
| AdvisorNet Financial, Inc | 0.62% | Add +3.6% | 349,124 | $13.5M |
| Woodward Financial Advisors, Inc. | 4.52% | — | 348,538 | $13.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.0% | 348,145 | $13.5M |
| Keb Asset Management, LLC | 2.14% | Reduce -0.3% | 341,522 | $13.2M |
| Abel Hall, LLC | 2.25% | Add +3.3% | 336,098 | $13.0M |
| Vestia Personal Wealth Advisors | 5.07% | Add +10.5% | 334,579 | $13.0M |
| Plancorp, LLC | 0.31% | Add +0.2% | 327,279 | $12.7M |
| Private Wealth Management Group, LLC | 2.90% | Reduce -4.7% | 321,963 | $12.5M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +0.9% | 321,443 | $12.5M |
| Financial Architects, LLC | 5.96% | Add +0.9% | 320,155 | $12.4M |
| BOS Asset Management, LLC | 2.84% | Add +0.6% | 313,868 | $12.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.72% | Reduce -2.0% | 312,283 | $12.1M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -2.0% | 312,283 | $12.1M |
| RCS Financial Planning, LLC | 5.54% | Add +1.9% | 301,701 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 299,230 | $11.6M |
| Ballentine Capital Advisors, Inc | 4.34% | Add +0.7% | 296,902 | $11.5M |
| Aspen Capital Management, LLC | 2.53% | Add +5.5% | 295,557 | $11.5M |
| Waterford Advisors, LLC | 3.12% | Add +1.3% | 288,532 | $11.4M |
| Tortoise Investment Management, LLC | 0.85% | Add +0.8% | 292,404 | $11.3M |
| Sterling Financial Planning, Inc. | 3.08% | Add +0.7% | 292,001 | $11.3M |
| SeedSafe Financial LLC | 8.14% | Add +3.5% | 291,331 | $11.3M |
| Root Financial Partners, LLC | 0.43% | Reduce -44.8% | 287,747 | $11.2M |
| Truist Financial Corp. | 0.01% | Add +280.3% | 287,011 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.4% | 283,569 | $11.0M |
| CSP Financial Group, LLC | 9.34% | Add +6.5% | 282,436 | $11.0M |
| Sentinel Wealth Management, Inc. | 7.54% | Add +2.2% | 275,885 | $10.7M |
| Discipline Wealth Solutions, LLC | 0.92% | Add +22.8% | 271,116 | $10.5M |
| Freedom Investment Management, Inc. | 2.92% | Reduce -6.3% | 270,084 | $10.5M |
| Jones Financial Companies LLLP | 0.00% | Add +31.1% | 265,203 | $10.3M |
| Navigate Wealth Management, LLC | 6.29% | Add +9.8% | 257,060 | $10.2M |
| TCI Wealth Advisors, Inc. | 0.43% | Reduce -2.4% | 255,925 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +5.3% | 253,868 | $9.8M |
| McLean Asset Management Corp | 1.27% | Add +2.2% | 241,894 | $9.6M |
| Vise Technologies, Inc. | 0.11% | Reduce -46.5% | 242,314 | $9.4M |
| Advisory Alpha, LLC | 0.23% | Add +6.5% | 238,078 | $9.2M |
| Ancora Advisors LLC | 0.18% | Add +8.8% | 235,090 | $9.1M |
| Foundry Financial LLC | 2.85% | Add +13.8% | 217,958 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | New | 215,539 | $8.4M |
| Strathmore Capital Advisors, Inc. | 2.25% | Add +14.8% | 210,956 | $8.3M |
| Eq Wealth Advisors, LLC | 4.58% | Reduce -3.6% | 215,024 | $8.3M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +5.5% | 214,544 | $8.3M |
| Gradient Capital Advisors, LLC | 1.88% | Add +3.0% | 209,792 | $8.1M |
| AA Financial Advisors, LLC | 0.97% | Reduce -2.1% | 208,497 | $8.1M |
| Pinney & Scofield, Inc. | 3.90% | Reduce -1.1% | 205,689 | $8.0M |
| Collective Family Office LLC | 1.62% | Add +1.3% | 204,738 | $7.9M |
| Vantage Point Financial LLC | 2.42% | Add +9.5% | 204,299 | $7.9M |
| Acorn Wealth Advisors, LLC | 1.91% | Add +14.5% | 202,076 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +4.8% | 200,854 | $7.8M |
| Pillar Financial Advisors, LLC | 3.93% | Add +4.5% | 193,526 | $7.5M |
| Lantz Financial LLC | 1.36% | Add +8.6% | 191,670 | $7.4M |
| B&D White Capital Company, LLC | 0.73% | Add +15.2% | 190,336 | $7.4M |
| Hippocratic Financial Advisors, LLC | 2.77% | Add +2.5% | 189,323 | $7.3M |
| Client 1ST Advisory Group, LLC | 1.93% | Add +8.7% | 185,408 | $7.2M |
| BIP Wealth, LLC | 0.20% | Add +44.6% | 184,039 | $7.1M |
| Wealthspire Advisors, LLC | 0.04% | Add +683.4% | 183,655 | $7.1M |
| XY Planning Network, Inc. | 0.83% | Add +1.4% | 171,402 | $6.6M |
| Phillips Financial Management, LLC | 0.48% | Reduce -3.4% | 170,246 | $6.6M |
| &partners | 0.03% | Add +10.8% | 166,367 | $6.5M |
| Aviance Capital Partners, LLC | 0.67% | Add +4.6% | 166,186 | $6.4M |
| Disciplined Investors, L.L.C. | 3.11% | Add +12.4% | 160,505 | $6.2M |
| American Investment Services, Inc. | 1.28% | Add +0.6% | 155,852 | $6.0M |
| Melfa Wealth Management, Inc. | 3.23% | Add +13.5% | 154,570 | $6.0M |
| Cogent Strategic Wealth LLC | 5.71% | Reduce -3.4% | 154,266 | $6.0M |
| V2 Financial group LLC | 2.20% | Add +19.1% | 152,178 | $5.9M |
| Richardson Capital Management LLC | 2.52% | Add +3.4% | 151,929 | $5.9M |
| Marquette Asset Management, LLC | 0.75% | Reduce -1.6% | 150,341 | $5.8M |
| Burk Holdings LLC | 2.15% | Reduce -2.0% | 150,184 | $5.8M |
| Kane Co Wealth Management, Inc. | 4.25% | Reduce -0.5% | 144,475 | $5.6M |
| Level Financial Advisors | 1.25% | Add +4.0% | 143,779 | $5.6M |
| Quent Capital, LLC | 0.33% | Add +10.3% | 140,280 | $5.4M |
| Fermata Advisors, LLC | 1.07% | Reduce -0.3% | 135,874 | $5.3M |
| Forum Financial Management, LP | 0.07% | Reduce -6.4% | 134,376 | $5.2M |
| Integrated Capital Management, Inc. | 3.62% | Reduce -0.5% | 133,641 | $5.2M |
| Sachem Hill LLC | 0.92% | Reduce -1.6% | 133,098 | $5.2M |
| Hill Investment Group Partners, LLC | 0.52% | Reduce -1.6% | 132,469 | $5.1M |
| Warburton Capital Management, LLC | 2.01% | Add +88.1% | 127,403 | $4.9M |
| Financial Symmetry Inc | 1.64% | Add +2.2% | 126,954 | $4.9M |
| Three Arch Wealth Management LLC | 0.73% | Reduce -6.7% | 122,699 | $4.8M |
| Summit Wealth Group, LLC | 0.97% | Reduce -0.6% | 122,611 | $4.8M |
| AQR Capital Management | 0.00% | Add +27.4% | 120,824 | $4.7M |
| Summit Financial, LLC | 0.05% | Reduce -1.5% | 118,843 | $4.6M |
| IFG Advisory, LLC | 0.16% | Add +2810.5% | 118,022 | $4.6M |
| Gibraltar Capital Management, Inc. | 0.71% | Add +8.4% | 117,560 | $4.6M |
| Anchor Bay Capital, Inc. | 2.43% | — | 111,726 | $4.5M |
| Summit Wealth Group LLC / Co. | 0.37% | Reduce -1.1% | 115,935 | $4.5M |
| UBS Group AG | 0.00% | Add +1.0% | 115,796 | $4.5M |
| Squire Investment Management Company, LLC | 1.07% | Add +0.6% | 114,951 | $4.5M |
| Quantum Financial Advisors, LLC | 0.44% | Add +6.3% | 113,826 | $4.4M |
| Bluespring Wealth Management, LLC | 0.08% | Add +30.8% | 113,550 | $4.4M |
| Cravens & Co Advisors, LLC | 2.95% | Reduce -16.9% | 113,196 | $4.4M |
| ABLE Financial Group, LLC | 0.69% | Reduce -1.1% | 105,963 | $4.1M |
| WealthCollab, LLC | 1.47% | No change | 104,840 | $4.1M |
| Corus Family Wealth Advisors | 2.76% | Add +0.3% | 103,342 | $4.0M |
| Vance Wealth, LLC | 0.90% | Add +5.6% | 103,236 | $4.0M |
| Advyzon Investment Management, LLC | 0.28% | Reduce -1.8% | 100,929 | $3.9M |
| Team Hewins, LLC | 1.05% | Reduce -5.0% | 99,124 | $3.8M |
| Atlantic Union Bankshares Corp | 0.06% | Add +4.0% | 98,207 | $3.8M |
| Royal Harbor Partners, LLC | 1.18% | Add +2.9% | 98,041 | $3.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +34.9% | 97,828 | $3.8M |
| Commerce Bank | 0.02% | Reduce -1.1% | 96,910 | $3.8M |
| Lam Group, Inc. | 1.83% | Reduce -2.8% | 95,240 | $3.7M |
| BetterWealth, LLC | 0.65% | Reduce -2.3% | 94,439 | $3.7M |
| Madrid Wealth Management, LLC | 2.39% | Add +2.1% | 93,864 | $3.6M |
| CSS LLC | 0.49% | Reduce -6.7% | 93,160 | $3.6M |
| Two West Capital Advisors LLC | 1.79% | Reduce -0.5% | 92,154 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +9.3% | 91,106 | $3.5M |
| RAM Investment Partners, LLC | 0.56% | Add +12.6% | 90,944 | $3.5M |
| Bayshore Asset Management, LLC | 1.24% | Add +4.0% | 89,743 | $3.5M |
| Burton Enright Welch | 0.41% | Add +0.0% | 89,295 | $3.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -3.6% | 88,971 | $3.5M |
| Outbound Financial Inc | 2.23% | Reduce -8.7% | 88,741 | $3.4M |
| Dakota Wealth Management | 0.07% | Add +9.5% | 88,506 | $3.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +771.0% | 87,898 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +2.5% | 87,790 | $3.4M |
| Savvy Advisors, Inc. | 0.07% | Add +14.7% | 87,160 | $3.4M |
| Pettinga Financial Advisors LLC | 0.54% | Add +1.3% | 87,084 | $3.4M |
| Oak Wealth Advisors LLC | 1.58% | Reduce -0.3% | 85,061 | $3.3M |
| Tru Independence Asset Management 2, LLC | 1.79% | Reduce -6.9% | 85,061 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.1% | 84,189 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.6% | 83,658 | $3.2M |
| Daner Wealth Management, LLC | 1.73% | Add +15.0% | 78,471 | $3.2M |
| Vannoy Advisory Group, Inc. | 1.80% | Reduce -2.2% | 82,101 | $3.2M |
| Mission Hills Financial Advisory, LLC | 1.40% | New | 82,059 | $3.2M |
| Strategic Investment Solutions, Inc. | 0.73% | Add +6.7% | 81,952 | $3.2M |
| Trailhead Planners LLC | 3.07% | Reduce -12.7% | 81,924 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 80,840 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -4.2% | 78,895 | $3.1M |
| Northwest Wealth Management, LLC | 0.40% | Reduce -6.2% | 77,826 | $3.0M |
| W.H. Cornerstone Investments Inc. | 1.70% | Reduce -13.0% | 77,473 | $3.0M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -0.5% | 77,202 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +1008.3% | 76,293 | $3.0M |
| Pacific Park Financial, Inc. | 1.68% | Add +57.2% | 74,605 | $2.9M |
| Legacy Financial Group, Inc. | 0.67% | Add +0.1% | 74,160 | $2.9M |
| Ruedi Wealth Management, Inc. | 0.66% | Add +0.3% | 72,735 | $2.8M |
| Signaturefd, LLC | 0.04% | Add +9.8% | 71,666 | $2.8M |
| Roberts Glore & Co. Inc. | 0.68% | Reduce -4.9% | 70,559 | $2.7M |
| Brady Martz Wealth Solutions, LLC | 0.41% | Reduce -4.0% | 69,908 | $2.7M |
| WorthPointe, LLC | 0.68% | Reduce -10.0% | 69,885 | $2.7M |
| Twin Cities Retirement Group LLC | 2.32% | Add +15.4% | 69,833 | $2.7M |
| Builder Investment Group Inc. | 0.54% | Add +65.7% | 69,712 | $2.7M |
| MB Generational Wealth, LLC | 1.31% | Add +6.6% | 68,944 | $2.7M |
| Emprise Bank | 0.98% | Reduce -2.6% | 68,714 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -25.9% | 68,602 | $2.7M |
| MAI Capital Management | 0.01% | Add +0.9% | 68,127 | $2.6M |
| Evensky & Katz LLC | 0.14% | Add +0.2% | 67,753 | $2.6M |
| Hudson Value Partners, LLC | 0.66% | Add +0.9% | 67,407 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +16.8% | 66,777 | $2.6M |
| Mustard Seed Financial, LLC | 1.34% | Add +11.3% | 66,428 | $2.6M |
| Quarry Hill Advisors, LLC | 0.98% | Reduce -1.1% | 65,956 | $2.6M |
| GEM Asset Management, LLC | 0.98% | Add +12.8% | 64,065 | $2.5M |
| Nalls Sherbakoff Group, LLC | 1.75% | Reduce -1.5% | 63,597 | $2.5M |
| RTD Financial Advisors, Inc. | 0.27% | Add +35.4% | 63,088 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -0.3% | 62,190 | $2.4M |
| Approach Retirement Advisors, LLC | 1.71% | Add +7.6% | 60,762 | $2.4M |
| HMV Wealth Advisors, LLC | 0.91% | Add +21.4% | 60,555 | $2.3M |
| SC&H Financial Advisors, Inc. | 0.31% | Reduce -0.2% | 60,341 | $2.3M |
| Meritas Wealth Management, LLC | 0.90% | Reduce -0.8% | 59,549 | $2.3M |
| Greenspring Advisors, LLC | 0.13% | Add +6.3% | 59,384 | $2.3M |
| True Wealth Design, LLC | 0.54% | Reduce -4.9% | 58,632 | $2.3M |
| Aire Advisors, LLC | 0.37% | Add +0.1% | 58,629 | $2.3M |
| Firethorn Wealth Partners, LLC | 0.73% | Reduce -2.7% | 58,501 | $2.3M |
| Triad Wealth Partners, LLC | 0.13% | Add +24.6% | 56,491 | $2.3M |
| Grant Private Wealth Management Inc | 0.94% | Reduce -7.3% | 57,727 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +20.1% | 57,215 | $2.2M |
| Rockwood Wealth Management, LLC | 0.14% | Add +10.0% | 56,797 | $2.2M |
| Dopkins Wealth Management, LLC | 0.78% | Add +2.3% | 55,090 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.17% | Reduce -0.0% | 54,284 | $2.1M |
| William Mack & Associates, Inc. | 0.74% | Add +105.2% | 54,027 | $2.1M |
| Sage Mountain Advisors LLC | 0.13% | No change | 53,769 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +10.1% | 53,183 | $2.1M |
| SageView Advisory Group, LLC | 0.07% | Reduce -5.5% | 52,988 | $2.1M |
| Wedmont Private Capital | 0.06% | Add +0.0% | 52,701 | $2.0M |
| Triangle Securities Wealth Management | 0.41% | Add +2.9% | 52,628 | $2.0M |
| Horizon Investments, LLC | 0.02% | Reduce -49.6% | 52,369 | $2.0M |
| Founders Financial Securities LLC | 0.10% | Add +0.5% | 52,145 | $2.0M |
| Global Financial Private Client, LLC | 0.54% | Add +58.6% | 51,756 | $2.0M |
| ATLas Financial Planning LLC | 1.60% | Add +5.9% | 50,953 | $2.0M |
| HFG Advisors, Inc. | 1.21% | Add +3.3% | 49,873 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +11.2% | 49,544 | $1.9M |
| Cloud Capital Management, LLC | 0.70% | Add +0.3% | 49,391 | $1.9M |
| Aerodigm Wealth, LLC | 0.64% | No change | 48,836 | $1.9M |
| Revolve Wealth Partners, LLC | 0.20% | Add +51.1% | 48,571 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -53.2% | 47,875 | $1.9M |
| Quadcap Wealth Management, LLC | 0.18% | Add +4.6% | 47,340 | $1.8M |
| E6 Portfolios, LLC | 1.45% | Add +3.5% | 46,880 | $1.8M |
| Austin Asset Management Co Inc | 0.26% | Reduce -1.6% | 46,733 | $1.8M |
| Mission Wealth Management, LP | 0.02% | Reduce -5.8% | 46,186 | $1.8M |
| Fiduciary Financial Group, LLC | 0.20% | Reduce -1.8% | 46,157 | $1.8M |
| Gemmer Asset Management LLC | 0.12% | Reduce -2.9% | 45,767 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.36% | Add +4.6% | 45,698 | $1.8M |
| Mutual Advisors, LLC | 0.03% | Reduce -3.9% | 45,656 | $1.8M |
| Pacific Asset Management, LLC | 0.86% | Reduce -0.3% | 45,387 | $1.8M |
| Valued Wealth Advisors LLC | 0.64% | Reduce -0.0% | 45,093 | $1.7M |
| Sprinkle Financial Consultants LLC | 0.67% | Add +4.9% | 44,221 | $1.7M |
| Investmark Advisory Group LLC | 0.65% | Add +1.4% | 44,028 | $1.7M |
| D. E. Shaw & Co. | 0.00% | New | 43,827 | $1.7M |
| Aegis Wealth Management LLC | 0.80% | Add +4.5% | 43,726 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -3.7% | 43,439 | $1.7M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +10.7% | 43,405 | $1.7M |
| Porter White Investment Advisors, Inc. | 0.64% | Add +1.8% | 43,058 | $1.7M |
| Boston Partners | 0.00% | No change | 41,975 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 41,611 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -9.7% | 41,222 | $1.6M |
| Wealth Management Nebraska | 0.14% | Reduce -0.1% | 41,175 | $1.6M |
| Oder Investment Management, LLC | 1.07% | Add +2.7% | 41,058 | $1.6M |
| Canvas Wealth Advisors, LLC | 0.22% | Add +29.1% | 40,580 | $1.6M |
| Xcelsior Advisor Partners LLC | 0.20% | Reduce -0.4% | 39,745 | $1.5M |
| Grove Street Fiduciary, LLC | 0.65% | Reduce -5.7% | 39,725 | $1.5M |
| Great Oak Capital Partners, LLC | 0.33% | Add +1.0% | 38,824 | $1.5M |
| Mgo One Seven LLC | 0.02% | Add +573.2% | 38,528 | $1.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.59% | Reduce -5.0% | 38,181 | $1.5M |
| Global Trust Wealth Management LLC | 0.99% | Add +42.1% | 36,977 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -58.9% | 36,705 | $1.4M |
| Morton Brown Family Wealth, LLC | 0.32% | Add +0.8% | 36,492 | $1.4M |
| Broadhurst Jeffrey B | 2.94% | Reduce -5.0% | 35,573 | $1.4M |
| Flagstone Financial Management | 0.31% | Reduce -5.1% | 35,430 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.3% | 34,901 | $1.4M |
| Tandemgrowth Financial Advisors LLC | 1.09% | No change | 34,263 | $1.3M |
| HBE Wealth Management, LLC | 0.94% | No change | 33,788 | $1.3M |
| Shearwater Capital LLC | 0.62% | Add +10.0% | 33,503 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +12.7% | 33,440 | $1.3M |
| Alpha Advisors, LLC | 0.97% | Reduce -60.5% | 33,201 | $1.3M |
| BDFS Capital LLC | 0.55% | Add +21.9% | 32,752 | $1.3M |
| Fiduciary Alliance LLC | 0.09% | Reduce -0.7% | 32,649 | $1.3M |
| Curio Wealth, LLC | 0.39% | Reduce -1.0% | 32,547 | $1.3M |
| Cascades Capital Asset Management, LLC | 0.46% | New | 32,135 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.8% | 32,058 | $1.2M |
| Freedom Day Solutions, LLC | 0.27% | Add +86.5% | 31,985 | $1.2M |
| DBK Financial Counsel, LLC | 1.04% | Reduce -1.3% | 31,913 | $1.2M |
| Riverchase Wealth Management, LLC | 0.57% | Reduce -0.2% | 31,294 | $1.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.10% | Add +0.4% | 31,135 | $1.2M |
| Venture Visionary Partners LLC | 0.03% | New | 30,772 | $1.2M |
| Ponta Wealth Partners, LLC | 0.64% | Add +16.2% | 30,712 | $1.2M |
| Wilkerson Advisory Group LLC | 0.36% | Reduce -9.3% | 30,554 | $1.2M |
| Wealth Preservation Advisors, LLC | 0.66% | Reduce -11.8% | 30,015 | $1.2M |
| Ariadne Wealth Management, LP | 0.51% | No change | 29,749 | $1.2M |
| Smartleaf Asset Management LLC | 0.04% | No change | 29,441 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.58% | Add +4.7% | 28,932 | $1.1M |
| Financial Plan, Inc. | 0.11% | Add +11.9% | 28,878 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.35% | Reduce -5.1% | 28,857 | $1.1M |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -1.6% | 28,634 | $1.1M |
| CPA Asset Management Group, LLC | 0.32% | Reduce -11.6% | 28,448 | $1.1M |
| FMB Wealth Management | 0.40% | Add +0.9% | 27,868 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +12.5% | 27,483 | $1.1M |
| Lodestone Wealth Management LLC | 0.38% | Add +4.7% | 27,409 | $1.1M |
| Foster Group, Inc. | 0.03% | Add +0.2% | 27,026 | $1.0M |
| Friday Financial | 0.28% | Add +68.1% | 26,941 | $1.0M |
| TCFG Investment Advisors, LLC | 0.35% | Add +6.4% | 26,511 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +323.5% | 26,099 | $1.0M |
| Pine Harbor Wealth Management, LLC | 0.27% | No change | 25,561 | $992K |
| Nuveen, LLC | 0.00% | New | 25,493 | $989K |
| C M Bidwell & Associates Ltd. | 0.40% | Add +4.0% | 25,452 | $987K |
| Mattern Wealth Management LLC | 0.16% | New | 25,000 | $970K |
| Diversified Trust Co. | 0.02% | No change | 24,796 | $962K |
| MSA Advisors, LLC | 0.25% | No change | 24,793 | $962K |
| Quantinno Capital Management LP | 0.00% | Add +48.5% | 24,604 | $954K |
| Baker Ellis Asset Management LLC | 0.10% | Add +2.9% | 24,500 | $950K |
| Balyasny Asset Management L.P. | 0.00% | New | 24,400 | $946K |
| Higgins & Schmidt Wealth Strategies LLC | 0.39% | Reduce -3.1% | 24,261 | $941K |
| Mullaney, Keating & Wright, Inc. | 0.45% | Add +0.2% | 24,151 | $937K |
| Clark Asset Management, LLC | 0.07% | Add +0.1% | 23,967 | $930K |
| Keyvantage Wealth, LLC | 0.35% | Reduce -48.5% | 23,526 | $913K |
| REDW Wealth LLC | 0.32% | Reduce -5.0% | 23,199 | $900K |
| Compass Capital Corp. /Ma/ | 0.29% | Reduce -5.5% | 22,255 | $897K |
| Vista Capital Partners, Inc. | 0.08% | Add +0.1% | 23,033 | $893K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -16.1% | 23,012 | $893K |
| Advisory Services Network, LLC | 0.01% | Add +0.4% | 22,864 | $887K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -4.6% | 22,252 | $863K |
| Private Advisory Group LLC | 0.05% | New | 22,129 | $858K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.0% | 21,533 | $835K |
| Keating Financial Advisory Services, Inc. | 0.11% | Reduce -4.7% | 21,242 | $824K |
| Nwam LLC | 0.04% | Add +13.1% | 20,986 | $814K |
| Vantus Wealth LLC | 0.43% | — | 20,730 | $804K |
| Lauterbach Financial Advisors, LLC | 0.34% | Reduce -0.9% | 20,643 | $801K |
| CVA Family Office, LLC | 0.07% | Reduce -1.3% | 20,447 | $793K |
| Andrews, Lucia Wealth Management LLC | 0.41% | Add +16.1% | 20,427 | $792K |
| Avondale Wealth Management | 0.32% | No change | 20,363 | $790K |
| Disciplined Investments, LLC | 0.25% | Reduce -6.5% | 20,201 | $784K |
| Cogent Private Wealth, Inc. | 0.49% | Add +6.8% | 20,191 | $783K |
| CLG LLC | 0.17% | Reduce -5.7% | 20,055 | $778K |
| Golden Bell Financial Planning LLC | 0.57% | Reduce -9.3% | 20,026 | $777K |
| Peirce Capital Management, LLC | 0.28% | No change | 19,933 | $773K |
| Powerhouse Assets LLC | 0.63% | Add +0.2% | 19,909 | $772K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +0.5% | 19,870 | $771K |
| Hanover Advisors Inc. | 0.28% | Add +1.0% | 19,858 | $770K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.2% | 19,732 | $765K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 19,661 | $763K |
| Spire Wealth Management | 0.02% | Reduce -2.8% | 19,106 | $741K |
| Baker Tilly Wealth Management, LLC | 0.16% | Add +0.1% | 18,833 | $731K |
| Fort Vancouver Investment Management, LLC | 0.34% | No change | 18,554 | $720K |
| Sensenig Capital Advisors, Inc | 0.65% | Reduce -6.2% | 18,409 | $714K |
| Citadel Advisors | 0.00% | Reduce -11.4% | 18,307 | $710K |
| XTX Topco Ltd | 0.01% | New | 18,264 | $708K |
| DeLarme Wealth Management, Inc. | 0.41% | Reduce -10.5% | 18,240 | $708K |
| Joel Isaacson & Co., LLC | 0.02% | Add +8.4% | 18,070 | $701K |
| Hutchens & Kramer Investment Management Group, LLC | 0.19% | Reduce -1.1% | 17,819 | $691K |
| CarsonAllaria Wealth Management, Ltd. | 0.30% | Reduce -0.6% | 17,813 | $691K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -12.9% | 17,595 | $682K |
| Astra Wealth Partners LLC | 0.38% | Reduce -3.0% | 17,420 | $676K |
| Donalies Financial Planning, LLC | 0.50% | Add +18.7% | 17,406 | $675K |
| Aurelius Family Office LLC | 0.27% | Reduce -4.2% | 17,370 | $674K |
| Equitable Holdings, Inc. | 0.00% | Reduce -14.7% | 17,311 | $671K |
| Wright Wealth LLC | 0.39% | Add +0.8% | 16,630 | $645K |
| Verisail Partners, LLC | 0.24% | No change | 16,451 | $638K |
| Tandem Financial, LLC | 0.20% | Reduce -4.4% | 16,373 | $635K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 16,331 | $633K |
| GTS Securities LLC | 0.01% | New | 16,251 | $630K |
| JDH Wealth Management, LLC | 0.38% | Reduce -15.4% | 16,228 | $629K |
| Claris Advisors, LLC / Mo / | 0.16% | Reduce -7.7% | 15,930 | $618K |
| Arax Advisory Partners | 0.00% | Add +94.3% | 15,586 | $605K |
| LJI Wealth Management, LLC | 0.08% | Reduce -15.7% | 15,584 | $605K |
| Eldridge Investment Advisors, Inc. | 0.12% | New | 15,482 | $601K |
| Opus Financial Solutions LLC | 0.48% | Add +4.5% | 15,455 | $599K |
| Silverlake Wealth Management LLC | 0.11% | Add +15.4% | 15,438 | $599K |
| 25 LLC | 0.16% | Add +0.2% | 15,428 | $598K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.5% | 15,167 | $588K |
| Meredith Wealth Planning | 0.14% | Add +0.3% | 15,002 | $582K |
| HB Wealth Management, LLC | 0.00% | No change | 15,001 | $582K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.8% | 14,973 | $581K |
| AlphaCore Capital LLC | 0.01% | Add +0.9% | 14,951 | $580K |
| Lazari Capital Management, Inc. | 0.18% | Add +0.2% | 14,917 | $579K |
| Prudent Man Investment Management, Inc. | 0.20% | Reduce -0.1% | 17,539 | $577K |
| Stratos Investment Management, LLC | 0.02% | Reduce -8.4% | 14,506 | $563K |
| Partners in Financial Planning | 0.08% | Add +0.4% | 14,413 | $559K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 14,196 | $551K |
| Cypress Point Wealth Management, LLC | 0.11% | No change | 14,153 | $549K |
| Cambridge Financial Group, LLC | 0.17% | Reduce -24.1% | 13,983 | $542K |
| Oakwell Private Wealth Management, LLC | 0.09% | New | 13,789 | $535K |
| Capstone Wealth Management, Inc. | 0.40% | Add +1.3% | 13,641 | $532K |
| Essential Planning, LLC. | 0.15% | Reduce -5.8% | 13,645 | $529K |
| Garrison Point Advisors, LLC | 0.21% | Add +78.0% | 13,572 | $526K |
| Johnson Wealth Management, LLC | 0.22% | Reduce -7.2% | 13,540 | $525K |
| Asset Dedication, LLC | 0.03% | Add +73.8% | 13,497 | $524K |
| IFP Advisors, Inc | 0.01% | Reduce -19.3% | 13,371 | $519K |
| Clearstead Advisors, LLC | 0.00% | Reduce -11.5% | 13,290 | $516K |
| Flow Traders U.S. LLC | 0.02% | Reduce -52.6% | 13,202 | $512K |
| Selective Wealth Management, Inc. | 0.13% | Reduce -2.5% | 12,834 | $507K |
| Waterway Wealth Management, LLC | 0.10% | Reduce -24.8% | 12,574 | $488K |
| Yardley Wealth Management LLC | 0.22% | No change | 12,569 | $488K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +0.3% | 12,513 | $485K |
| Infinity Wealth Counsel, LLC | 0.39% | Add +9.5% | 12,360 | $479K |
| Lutz Financial Services LLC | 0.03% | Add +0.3% | 12,351 | $479K |
| LOM Asset Management Ltd | 0.12% | Add +192.7% | 12,000 | $465K |
| Argyle Capital Partners, LLC | 0.29% | Add +2.5% | 11,858 | $460K |
| Austin Wealth Management, LLC | 0.09% | Reduce -0.0% | 11,326 | $448K |
| AE Wealth Management LLC | 0.00% | Add +21.8% | 11,309 | $439K |
| Family CFO Inc | 0.17% | No change | 11,214 | $435K |
| Elevate Wealth Advisory, Inc. | 0.25% | Add +0.1% | 11,108 | $431K |
| Voisard Asset Management Group, Inc. | 0.08% | Reduce -16.8% | 11,103 | $431K |
| Eaton Financial Holdings Company, LLC | 0.12% | New | 11,081 | $430K |
| Natixis Advisors, LLC | 0.00% | New | 11,014 | $427K |
| Concord Wealth Partners | 0.05% | Add +22.9% | 10,975 | $426K |
| Frankly Finances, LLC | 0.33% | No change | 10,901 | $423K |
| Fortis Capital Advisors, LLC | 0.05% | No change | 10,853 | $421K |
| Belpointe Asset Management LLC | 0.01% | No change | 10,853 | $421K |
| Liberty Capital Management, Inc. | 0.07% | — | 10,647 | $413K |
| tru Independence LLC | 0.18% | No change | 10,514 | $408K |
| L.K. Benson & Company, P.C. | 0.12% | Reduce -3.6% | 10,438 | $405K |
| Arkadios Wealth Advisors | 0.01% | Add +0.0% | 10,406 | $404K |
| Clarity Capital Advisors, LLC | 0.16% | Add +0.3% | 9,762 | $379K |
| Sensible Money, LLC | 0.10% | Add +0.1% | 9,718 | $377K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.3% | 9,648 | $374K |
| Flputnam Investment Management Co. | 0.00% | Reduce -34.5% | 9,554 | $371K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Add +0.2% | 9,532 | $370K |
| Kondo Wealth Advisors, Inc. | 0.12% | Add +0.1% | 9,531 | $370K |
| Optima Capital LLC | 0.14% | Add +0.2% | 9,426 | $366K |
| Simplicity Wealth,LLC | 0.01% | Add +10.2% | 9,404 | $365K |
| Fortis Capital Management LLC | 0.04% | Add +0.3% | 9,351 | $363K |
| Platform Wealth Management, LLC | 0.13% | — | 9,332 | $362K |
| Private Advisor Group, LLC | 0.00% | Reduce -31.7% | 9,238 | $358K |
| Everest Financial Group LLC | 0.05% | Add +11.7% | 9,225 | $358K |
| Studio Investment Management LLC | 0.06% | Add +50.8% | 9,214 | $357K |
| Tillman Hartley LLC | 0.08% | Reduce -20.0% | 9,207 | $357K |
| Narus Financial Partners, LLC | 0.09% | Add +6.1% | 9,169 | $356K |
| Financial Harvest, LLC | 0.15% | No change | 9,049 | $351K |
| Professional Financial Solutions LLC | 0.27% | Add +1.4% | 8,875 | $344K |
| Triumph Capital Management | 0.06% | Reduce -3.2% | 8,691 | $337K |
| Fortitude Family Office, LLC | 0.07% | Reduce -15.3% | 8,658 | $336K |
| Belleair Asset Management, LLC | 0.28% | No change | 8,579 | $333K |
| Hancock Whitney Corp. | 0.01% | Reduce -2.1% | 8,514 | $330K |
| Abacus Planning Group, Inc. | 0.04% | No change | 8,484 | $329K |
| First Financial Group Corp | 0.23% | Reduce -15.3% | 8,322 | $323K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -33.3% | 8,153 | $316K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 8,128 | $315K |
| Berger Financial Group, Inc | 0.02% | No change | 8,111 | $315K |
| Triune Financial Partners, LLC | 0.07% | No change | 8,045 | $312K |
| 55 North Private Wealth, LLC | 0.06% | Reduce -9.8% | 8,023 | $311K |
| Live Oak Private Wealth LLC | 0.04% | New | 7,823 | $303K |
| Oath Planning, LLC | 0.22% | No change | 7,679 | $298K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.6% | 7,550 | $293K |
| Hurley Capital, LLC | 0.15% | Add +8.0% | 7,538 | $292K |
| Bessemer Group Inc. | 0.00% | New | 7,420 | $288K |
| Entelevest, LLC | 0.25% | Add +0.3% | 7,319 | $284K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 7,953 | $279K |
| Cerity Partners Retirement Plan Advisors LLC | 0.12% | New | 7,134 | $277K |
| Kaufman Rossin Wealth, LLC | 0.13% | No change | 7,175 | $277K |
| Aspire Private Capital, LLC | 0.06% | Add +1.5% | 7,100 | $275K |
| Sutton Place Investors LLC | 0.13% | Add +0.3% | 6,870 | $266K |
| Mills Wealth Advisors LLC | 0.08% | Reduce -0.3% | 6,845 | $266K |
| Rialto Wealth Management, LLC | 0.05% | Add +0.2% | 6,764 | $262K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 6,747 | $262K |
| DAVENPORT & Co LLC | 0.00% | Reduce -21.1% | 6,738 | $261K |
| Tilia Fiduciary Partners, Inc. | 0.12% | Reduce -0.1% | 6,476 | $251K |
| Geometric Wealth Advisors | 0.03% | Add +0.1% | 6,457 | $250K |
| Shore Point Advisors, LLC | 0.09% | Reduce -13.1% | 6,446 | $250K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 6,382 | $248K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 6,188 | $240K |
| Heritage Wealth Management, Inc./Texas | 0.09% | Add +0.1% | 6,095 | $236K |
| Northwest Wealth Advisors, LLC | 0.14% | Add +0.3% | 6,087 | $236K |
| Bernicke Wealth Management, Ltd. | 0.03% | Reduce -31.4% | 6,076 | $236K |
| Planning Center, Inc. | 0.02% | No change | 6,050 | $235K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | No change | 6,047 | $235K |
| Allen Wealth Management, LLC | 0.11% | New | 6,018 | $233K |
| Forteris Wealth Management Inc. | 0.19% | New | 5,990 | $232K |
| Beacon Financial Advisory LLC | 0.05% | No change | 5,959 | $231K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 5,925 | $230K |
| Aquire Wealth Advisors, LLC | 0.05% | New | 5,810 | $225K |
| Paces Ferry Wealth Advisors, LLC | 0.08% | New | 5,796 | $225K |
| UMB Bank, n.a. | 0.00% | No change | 5,771 | $224K |
| Cahill Financial Advisors Inc. | 0.02% | Reduce -0.8% | 5,729 | $222K |
| Accel Wealth Management | 0.05% | New | 5,572 | $216K |
| MBE Wealth Management, LLC | 0.07% | New | 5,493 | $213K |
| Mason & Associates, LLC | 0.04% | New | 5,465 | $212K |
| Prosperity Advisers, LLC | 0.15% | New | 5,433 | $211K |
| Gilpin Wealth Management, LLC | 0.14% | Reduce -4.4% | 5,397 | $209K |
| Diversify Advisory Services, LLC | 0.00% | New | 5,236 | $207K |
| Diversify Wealth Management, LLC | 0.00% | New | 5,236 | $207K |
| RHL Group, LLC | 0.17% | Add +1.2% | 5,305 | $207K |
| WNY Asset Management, LLC | 0.02% | New | 5,250 | $204K |
| Private Trust Co. NA | 0.01% | Reduce -35.4% | 4,226 | $164K |
| DecisionPoint Financial, LLC | 0.03% | Add +55.5% | 4,054 | $157K |
| 1015 Capital Partners, LLC | 0.12% | No change | 3,600 | $140K |
| Operose Advisors LLC | 0.03% | Reduce -13.6% | 3,428 | $133K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 3,291 | $128K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,200 | $124K |
| Rachor Investment Advisory Services, LLC | 0.06% | Add +18.2% | 3,098 | $120K |
| Millstone Evans Group, LLC | 0.06% | Add +47.0% | 2,920 | $113K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.3% | 2,910 | $113K |
| Arlington Trust Co LLC | 0.01% | No change | 2,813 | $109K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 2,704 | $105K |
| Coston, McIsaac & Partners | 0.02% | Add +33.4% | 2,707 | $104K |
| Seneschal Advisors, LLC | 0.06% | Add +5.9% | 2,380 | $92K |
| American Capital Advisory, LLC | 0.03% | No change | 2,370 | $92K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 2,342 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $87K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,136 | $83K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $79K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 1,962 | $76K |
| CoreCap Advisors, LLC | 0.00% | Reduce -45.5% | 1,946 | $75K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,943 | $75K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -41.9% | 1,940 | $75K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,855 | $72K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,759 | $68K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,756 | $68K |
| Global Retirement Partners, LLC | 0.00% | — | 1,679 | $65K |
| Topsail Wealth Management, LLC | 0.01% | Add +6.6% | 1,572 | $61K |
| CENTRAL TRUST Co | 0.00% | New | 1,547 | $60K |
| Redwood Park Advisors LLC | 0.04% | Add +0.3% | 1,428 | $55K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 1,345 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.3% | 1,233 | $48K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,173 | $46K |
| Barrett & Company, Inc. | 0.01% | New | 1,046 | $41K |
| US Bancorp \de | 0.00% | No change | 1,021 | $40K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.6% | 1,011 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.2% | 1,000 | $39K |
| Acumen Wealth Advisors, LLC | 0.01% | New | 997 | $39K |
| Bullock Wealth Management Group | 0.02% | New | 943 | $37K |
| Blueline Advisors LLC | 0.02% | No change | 904 | $35K |
| CX Institutional | 0.00% | New | 900 | $35K |
| FMR LLC | 0.00% | New | 893 | $35K |
| Creative Financial Designs Inc. | 0.00% | New | 858 | $33K |
| BankChampaign, National Association | 0.02% | No change | 800 | $31K |
| SJS Investment Consulting Inc. | 0.00% | No change | 750 | $29K |
| Horizon Financial Services, LLC | 0.01% | No change | 744 | $29K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.4% | 687 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 541 | $21K |
| BlackRock, Inc. | 0.00% | New | 537 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 498 | $19K |
| Vanguard Advisers Inc. | 0.00% | No change | 396 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 368 | $14K |
| Dorato Capital Management | 0.01% | No change | 342 | $13K |
| Simplex Trading, LLC | 0.00% | Add +1236.4% | 294 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 288 | $11K |
| Pinnacle Holdings, LLC | 0.00% | New | 269 | $10K |
| Fifth Third Bancorp | 0.00% | Reduce -82.3% | 248 | $10K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +0.5% | 208 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 205 | $8K |
| Colonial Trust Co / SC | 0.00% | Add +164.9% | 204 | $8K |
| Strive Financial Group ,LLC | 0.00% | No change | 91 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -41.3% | 91 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 21 | $828 |
| Blue Trust, Inc. | 0.00% | Reduce -100.0% | 19 | $740 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $116 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $78 |
"% 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.