Dimensional US Eq MKT ETFDFUSETF
13F holders, Q1 2024 (March 31)565holders
2famous investors
$56.93avg. 13F price*
At the end of Q1 2024, 565 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings. The largest holders were Buckingham Strategic Wealth, LLC ($436.2M), Index Fund Advisors, Inc. ($341.5M) and Plancorp, LLC ($291.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $48.7M |
| Exits | 18 | $21.9M |
Ownership 565 holders
| Buckingham Strategic Wealth, LLC | 4.61% | Add +26.7% | 7,655,694 | $436.2M |
| Index Fund Advisors, Inc. | 18.86% | Reduce -0.4% | 5,994,170 | $341.5M |
| Plancorp, LLC | 12.67% | Reduce -2.5% | 5,121,033 | $291.8M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -0.7% | 4,204,542 | $239.6M |
| Mercer Global Advisors Inc. | 0.61% | Add +2.7% | 3,792,806 | $216.1M |
| Sax Wealth Advisors, LLC | 18.30% | Add +248.6% | 2,748,910 | $156.6M |
| TCI Wealth Advisors, Inc. | 12.79% | Reduce -0.3% | 2,276,910 | $129.7M |
| ML & R Wealth Management LLC | 29.02% | Reduce -5.4% | 2,216,646 | $126.3M |
| Great Waters Wealth Management | 16.68% | Add +6.7% | 1,792,795 | $102.2M |
| Creative Planning | 0.11% | Reduce -0.8% | 1,717,662 | $97.9M |
| Intelligence Driven Advisers, LLC | 14.33% | Reduce -3.4% | 1,701,852 | $97.0M |
| Zhang Financial LLC | 6.93% | Add +18.1% | 1,640,761 | $93.5M |
| Corient Private Wealth LP | 0.17% | Reduce -1.6% | 1,633,116 | $93.1M |
| G2 Capital Management, LLC / Oh | 29.86% | Add +0.7% | 1,629,167 | $92.8M |
| Sequoia Financial Advisors, LLC | 1.15% | Reduce -0.5% | 1,618,735 | $92.2M |
| JFS Wealth Advisors, LLC | 6.49% | Add +1.3% | 1,434,939 | $81.8M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -1.4% | 1,429,280 | $81.4M |
| Forum Financial Management, LP | 1.32% | Reduce -2.1% | 1,355,438 | $77.2M |
| DiNuzzo Private Wealth, Inc. | 10.05% | Add +0.1% | 1,307,486 | $74.5M |
| Flagstone Financial Management | 27.85% | Add +1.0% | 1,265,302 | $72.1M |
| Assetmark, Inc. | 0.23% | Reduce -1.6% | 1,249,083 | $71.2M |
| Modera Wealth Management, LLC | 1.04% | Reduce -0.5% | 1,198,233 | $68.3M |
| Focus Partners Advisor Solutions, LLC | 1.92% | Add +126.1% | 1,166,359 | $66.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +10.9% | 1,155,627 | $65.8M |
| Foster Group, Inc. | 3.25% | Reduce -3.5% | 1,147,777 | $65.4M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +0.1% | 1,073,043 | $61.1M |
| Savant Capital, LLC | 0.69% | Reduce -30.9% | 1,048,897 | $59.8M |
| Root Financial Partners, LLC | 17.66% | Add +20.6% | 1,045,093 | $59.5M |
| Cetera Investment Advisers | 0.14% | Add +35.1% | 1,041,102 | $59.3M |
| Austin Asset Management Co Inc | 12.94% | Reduce -0.9% | 1,033,902 | $58.9M |
| Mariner, LLC | 0.12% | Add +4.5% | 1,019,016 | $58.1M |
| Choreo, LLC | 1.48% | Reduce -1.6% | 1,013,345 | $57.7M |
| LPL Financial LLC | 0.03% | Reduce -8.7% | 1,000,312 | $57.0M |
| Evanson Asset Management, LLC | 4.07% | Reduce -0.9% | 957,840 | $54.6M |
| Colony Family Offices, LLC | 17.55% | Add +1.2% | 951,907 | $54.2M |
| Royal Bank of Canada | 0.01% | Add +10.5% | 867,589 | $49.4M |
| Heritage Wealth Management, Inc./Texas | 30.56% | Add +0.5% | 825,865 | $47.1M |
| Truist Financial Corp. | 0.07% | Add +1.7% | 824,868 | $47.0M |
| Chicago Partners Investment Group LLC | 1.92% | Add +37.4% | 818,894 | $45.1M |
| 1900 Wealth Management LLC | 4.06% | Reduce -0.9% | 781,944 | $44.6M |
| McLean Asset Management Corp | 13.25% | Reduce -1.5% | 684,257 | $38.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 668,494 | $38.1M |
| RS Crum Inc. | 10.16% | Add +44.1% | 654,081 | $37.3M |
| American Investment Services, Inc. | 6.60% | Reduce -0.3% | 653,176 | $37.2M |
| Apella Capital, LLC | 1.83% | Reduce -3.6% | 642,843 | $36.3M |
| Private Capital Management LLC | 8.00% | Add +11.2% | 637,611 | $36.3M |
| Willow Creek Wealth Management Inc. | 4.16% | Add +5.7% | 623,865 | $35.5M |
| Wealthstream Advisors, Inc. | 13.49% | Reduce -5.2% | 623,675 | $35.5M |
| KM Capital Management Ltd. | 18.01% | Add +13.1% | 570,273 | $32.5M |
| Kestra Advisory Services, LLC | 0.22% | Add +6.8% | 562,586 | $32.1M |
| Bank of America Corp. | 0.00% | Add +4.8% | 559,474 | $31.9M |
| Mason & Associates Inc | 8.49% | Reduce -41.9% | 558,777 | $31.8M |
| Heritage Investment Group, Inc. | 3.97% | Reduce -0.1% | 513,653 | $29.3M |
| ARK & TLK Investments, LLC | 11.37% | Reduce -2.8% | 511,360 | $29.1M |
| Retirement Solution LLC | 7.73% | Reduce -0.9% | 500,927 | $28.5M |
| HighTower Advisors, LLC | 0.05% | Add +20.3% | 495,487 | $28.2M |
| Disciplined Equity Management, Inc. | 18.45% | Add +0.8% | 487,350 | $27.8M |
| Equitable Holdings, Inc. | 0.31% | Add +13.1% | 482,114 | $27.5M |
| Dixon Fnancial Services, Inc. | 15.12% | Reduce -0.6% | 479,334 | $27.3M |
| Hurlow Wealth Management Group, Inc. | 9.32% | Add +0.6% | 463,382 | $26.4M |
| Asset Dedication, LLC | 1.92% | Add +14.5% | 451,762 | $25.7M |
| Dynamic Advisor Solutions LLC | 0.83% | Add +6.5% | 433,416 | $24.7M |
| TCP Asset Management, LLC | 6.08% | Add +23.4% | 404,053 | $23.0M |
| Pine Harbor Wealth Management, LLC | 13.90% | Add +42.2% | 387,560 | $22.1M |
| FMFE Wealth Management, LLC | 19.52% | Reduce -1.5% | 373,433 | $21.3M |
| Jackson Thornton Wealth Management, LLC | 3.56% | Add +0.9% | 368,500 | $21.0M |
| MML Investors Services, LLC | 0.08% | Reduce -0.8% | 359,160 | $20.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +1.7% | 344,927 | $19.7M |
| Cardiff Park Advisors, LLC | 1.85% | Add +0.5% | 339,781 | $19.4M |
| Sowell Financial Services LLC | 0.86% | Add +2.5% | 321,118 | $18.3M |
| Security Financial Services, INC. | 4.02% | Reduce -0.8% | 312,462 | $17.8M |
| Symmetry Partners, LLC | 1.39% | Reduce -1.8% | 311,583 | $17.8M |
| Private Advisor Group, LLC | 0.12% | Reduce -5.3% | 297,804 | $17.0M |
| Warwick Investment Management, Inc. | 4.01% | Reduce -8.5% | 293,573 | $16.7M |
| Crown Wealth Group, LLC | 8.53% | Add +4.0% | 290,464 | $16.6M |
| Adero Partners, LLC | 1.21% | Reduce -0.1% | 281,189 | $16.0M |
| Larson Financial Group LLC | 1.20% | Reduce -5.0% | 271,974 | $15.5M |
| Quadcap Wealth Management, LLC | 3.43% | Add +53.3% | 264,403 | $15.1M |
| Ruedi Wealth Management, Inc. | 6.27% | Reduce -2.2% | 261,408 | $14.9M |
| CarsonAllaria Wealth Management, Ltd. | 9.18% | Reduce -0.3% | 256,293 | $14.6M |
| SC&H Financial Advisors, Inc. | 3.78% | Add +7.6% | 254,644 | $14.5M |
| Keb Asset Management, LLC | 4.95% | Reduce -1.1% | 254,264 | $14.5M |
| Spire Wealth Management | 0.26% | Add +1.0% | 250,436 | $14.3M |
| Summit X, LLC | 3.62% | New | 247,630 | $14.1M |
| PBMares Wealth Management LLC | 3.50% | Reduce -0.3% | 235,928 | $13.4M |
| Meritas Wealth Management, LLC | 9.23% | Add +3.4% | 232,645 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +103.8% | 229,524 | $13.1M |
| Claris Advisors, LLC / Mo / | 6.50% | Reduce -1.8% | 226,316 | $12.9M |
| Investmark Advisory Group LLC | 7.00% | Add +1.6% | 224,018 | $12.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +4.8% | 218,590 | $12.5M |
| Awm Capital, LLC | 1.90% | Reduce -2.8% | 200,264 | $11.4M |
| GEM Asset Management, LLC | 7.19% | Add +0.5% | 196,307 | $10.7M |
| Private Wealth Management Group, LLC | 4.84% | Reduce -1.5% | 187,384 | $10.7M |
| Alpha Financial Advisors, LLC | 4.99% | Reduce -0.0% | 185,758 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.7% | 184,642 | $10.5M |
| OLIO Financial Planning | 4.41% | Reduce -1.5% | 201,694 | $10.5M |
| Mendota Financial Group, LLC | 6.11% | Add +275.6% | 183,255 | $10.4M |
| Captrust Financial Advisors | 0.04% | Reduce -14.2% | 176,678 | $10.1M |
| Tillman Hartley LLC | 3.46% | Reduce -0.6% | 176,191 | $10.0M |
| Envision Financial Planning, LLC | 7.77% | Reduce -0.6% | 168,531 | $9.6M |
| Cedar Point Capital Partners, LLC | 7.27% | Add +1.6% | 168,004 | $9.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.12% | Reduce -42.2% | 166,039 | $9.5M |
| Sutton Place Investors LLC | 4.67% | Add +48.2% | 165,710 | $9.4M |
| Treynor Bancshares, Inc. | 5.48% | Reduce -5.1% | 165,591 | $9.4M |
| Walden Wealth Partners LLC | 5.37% | Add +1.1% | 165,758 | $9.3M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.4% | 162,213 | $9.2M |
| Hill Investment Group Partners, LLC | 1.26% | Reduce -0.1% | 156,592 | $8.9M |
| Physician Wealth Solutions Inc. | 7.42% | Add +0.0% | 155,196 | $8.8M |
| Earned Wealth Advisors, LLC | 3.37% | Reduce -1.4% | 154,858 | $8.8M |
| Rehmann Capital Advisory Group | 0.66% | Reduce -0.1% | 154,542 | $8.8M |
| UBS Group AG | 0.00% | Add +3.3% | 151,887 | $8.7M |
| Concord Wealth Partners | 1.55% | Add +6.8% | 150,914 | $8.6M |
| Rf&l Wealth Management, LLC | 6.46% | Reduce -0.3% | 147,283 | $8.4M |
| Morgan Stanley | 0.00% | Add +4.3% | 139,308 | $7.9M |
| Legacy Financial Group, Inc. | 3.12% | Add +12.1% | 139,290 | $7.9M |
| PFG Advisors | 0.55% | Add +4.9% | 133,155 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +4.2% | 127,817 | $7.3M |
| ProVise Management Group, LLC | 0.61% | Reduce -0.2% | 124,449 | $7.1M |
| Stonebrook Private Inc. | 2.06% | Add +20.1% | 123,733 | $7.1M |
| FMB Wealth Management | 5.55% | Add +1.6% | 122,104 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -15.1% | 121,140 | $6.9M |
| HB Wealth Management, LLC | 0.09% | Add +0.0% | 121,099 | $6.9M |
| Fund Evaluation Group, LLC | 0.43% | Add +3.1% | 120,365 | $6.9M |
| CPC Advisors, LLC | 1.16% | Reduce -24.0% | 119,498 | $6.8M |
| Mission Wealth Management, LP | 0.18% | Add +0.4% | 117,903 | $6.7M |
| Hemington Wealth Management | 2.42% | Reduce -0.0% | 117,282 | $6.7M |
| Kraft Asset Management, LLC | 5.29% | Add +1.0% | 115,247 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +117.4% | 115,194 | $6.6M |
| Freedom Investment Management, Inc. | 0.53% | Reduce -1.8% | 115,149 | $6.6M |
| Bayshore Asset Management, LLC | 3.17% | Add +3.6% | 113,313 | $6.5M |
| Altiora Financial Group, LLC | 1.73% | No change | 111,697 | $6.4M |
| KPP Advisory Services LLC | 1.73% | New | 110,567 | $6.3M |
| Quantum Financial Advisors, LLC | 1.14% | Reduce -0.6% | 108,916 | $6.2M |
| Bluespring Wealth Management, LLC | 0.67% | Reduce -2.8% | 107,883 | $6.1M |
| Cerity Partners LLC | 0.02% | Add +1.1% | 106,066 | $6.0M |
| CFS Investment Advisory Services, LLC | 1.01% | Reduce -4.3% | 105,384 | $6.0M |
| Certified Advisory Corp | 0.82% | Reduce -7.2% | 102,443 | $5.8M |
| Main Street Financial Solutions, LLC | 0.60% | Add +111.6% | 98,253 | $5.6M |
| Independent Advisor Alliance | 0.20% | Add +5.7% | 96,673 | $5.5M |
| Pathstone Holdings, LLC | 0.03% | Add +0.1% | 93,422 | $5.3M |
| EnRich Financial Partners LLC | 1.99% | Reduce -0.2% | 93,106 | $5.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.15% | Reduce -0.1% | 92,885 | $5.3M |
| Dopkins Wealth Management, LLC | 3.16% | Reduce -1.2% | 92,079 | $5.2M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.0% | 91,108 | $5.2M |
| Sandy Spring Bank | 0.24% | Add +152.8% | 90,984 | $5.2M |
| Gemmer Asset Management LLC | 0.58% | Reduce -1.6% | 87,693 | $5.0M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +0.1% | 90,990 | $5.0M |
| Robertson Stephens Wealth Management, LLC | 0.26% | No change | 82,922 | $4.7M |
| IFG Advisory, LLC | 0.33% | Add +4.0% | 78,454 | $4.5M |
| Raymond James & Associates | 0.00% | Add +35.1% | 77,352 | $4.4M |
| Sand Hill Global Advisors, LLC | 0.20% | Reduce -0.3% | 75,343 | $4.3M |
| Investment Advisory Group, LLC | 1.69% | Add +31.5% | 71,891 | $4.1M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.8% | 70,324 | $4.0M |
| LVZ, Inc. | 0.54% | Reduce -3.8% | 69,796 | $4.0M |
| CPA Asset Management Group, LLC | 2.22% | Add +1302.0% | 69,736 | $4.0M |
| Exencial Wealth Advisors, LLC | 0.14% | Add +28.2% | 65,654 | $3.7M |
| Bridgewater Advisors Inc. | 0.56% | No change | 65,564 | $3.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Add +4.7% | 65,306 | $3.7M |
| Hardy Reed LLC | 0.45% | No change | 64,006 | $3.6M |
| Portfolio Strategies, Inc. | 0.25% | New | 64,006 | $3.6M |
| Focus Partners Wealth | 0.03% | Reduce -0.1% | 63,950 | $3.6M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -26.5% | 62,892 | $3.6M |
| Betterment LLC | 0.01% | Add +26.9% | 62,077 | $3.5M |
| HTG Investment Advisors, Inc. | 1.98% | No change | 60,058 | $3.4M |
| Brown Advisory Inc. | 0.00% | No change | 59,078 | $3.4M |
| Websterrogers Financial Advisors, LLC | 1.18% | Reduce -1.1% | 58,338 | $3.3M |
| Tortoise Investment Management, LLC | 0.40% | Add +1.8% | 57,516 | $3.3M |
| Waverly Advisors, LLC | 0.08% | Add +0.5% | 57,142 | $3.3M |
| CWA Asset Management Group, LLC | 0.20% | Add +0.1% | 56,727 | $3.2M |
| LGL Partners, LLC | 0.53% | No change | 55,743 | $3.2M |
| Clarity Capital Advisors, LLC | 2.53% | Add +0.3% | 55,713 | $3.2M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $3.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.46% | Reduce -4.0% | 54,654 | $3.1M |
| Allworth Financial LP | 0.02% | Add +0.3% | 54,399 | $3.1M |
| OneDigital Investment Advisors LLC | 0.05% | Add +0.4% | 53,898 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.6% | 53,441 | $3.0M |
| Rain Capital Management, LLC | 2.02% | Reduce -18.5% | 52,788 | $3.0M |
| Cwm, LLC | 0.01% | Add +1.3% | 50,718 | $2.9M |
| Montag A & Associates Inc. | 0.14% | Add +0.2% | 50,615 | $2.9M |
| Sterling Wealth Management, Inc. | 1.43% | Add +5.0% | 50,413 | $2.9M |
| Waypoint Capital Advisors, LLC | 0.75% | No change | 50,217 | $2.9M |
| Syverson Strege & Co | 1.03% | Add +0.1% | 50,108 | $2.9M |
| Bank of Montreal | 0.00% | Add +0.3% | 49,401 | $2.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.43% | Reduce -8.1% | 49,407 | $2.8M |
| True Wealth Design, LLC | 0.70% | Reduce -0.9% | 49,137 | $2.8M |
| Financial Council, LLC | 1.63% | Reduce -12.7% | 48,387 | $2.8M |
| Avestar Capital, LLC | 0.31% | Reduce -79.8% | 47,731 | $2.7M |
| Red Door Wealth Management, LLC | 0.52% | No change | 47,654 | $2.7M |
| Independent Wealth Network Inc. | 1.27% | Add +13.5% | 47,518 | $2.7M |
| CVA Family Office, LLC | 0.48% | Add +4.2% | 47,260 | $2.7M |
| Andrews, Lucia Wealth Management LLC | 1.92% | Reduce -1.0% | 47,246 | $2.7M |
| Caerus Investment Advisors, LLC | 2.53% | Reduce -4.2% | 46,098 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +10.2% | 46,087 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +10.2% | 46,087 | $2.6M |
| Lauterbach Financial Advisors, LLC | 1.68% | Reduce -9.8% | 44,975 | $2.6M |
| Beaird Harris Wealth Management, LLC | 0.25% | Reduce -4.2% | 44,371 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.32% | Add +33.6% | 44,334 | $2.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.1% | 43,991 | $2.5M |
| Empowered Funds, LLC | 0.04% | New | 43,772 | $2.5M |
| Elevate Wealth Advisory, Inc. | 2.14% | Reduce -1.2% | 43,207 | $2.5M |
| Herold Advisors, Inc. | 0.59% | Add +433.9% | 42,587 | $2.4M |
| Werba Rubin Papier Wealth Management | 0.68% | Add +2.6% | 41,100 | $2.3M |
| CreativeOne Wealth, LLC | 0.09% | New | 40,759 | $2.3M |
| LRI Investments, LLC | 0.58% | — | 40,456 | $2.3M |
| Lam Group, Inc. | 1.81% | No change | 39,042 | $2.2M |
| American Capital Advisory, LLC | 1.92% | Reduce -37.0% | 49,482 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +30.0% | 38,520 | $2.2M |
| NBT Bank, N.A. | 0.16% | Reduce -0.9% | 38,480 | $2.2M |
| DBK Financial Counsel, LLC | 2.28% | Add +3.9% | 38,135 | $2.2M |
| Maryland Capital Advisors Inc. | 1.33% | No change | 37,731 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 36,604 | $2.1M |
| Retirement Planning Group, LLC | 0.16% | No change | 36,352 | $2.1M |
| Cambridge Financial Group, LLC | 0.98% | Add +0.1% | 36,335 | $2.1M |
| Safeguard Investment Advisory Group, LLC | 0.69% | Reduce -10.0% | 35,525 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.63% | No change | 34,999 | $2.0M |
| Lodestone Wealth Management LLC | 1.03% | Add +7.1% | 34,516 | $2.0M |
| Squire Investment Management Company, LLC | 1.23% | Add +125.8% | 34,233 | $2.0M |
| Northwest Wealth Management, LLC | 0.53% | Add +198.1% | 34,196 | $1.9M |
| Amarillo National Bank | 0.36% | No change | 34,028 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.85% | Reduce -21.0% | 33,290 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +0.3% | 33,194 | $1.9M |
| Yoder Wealth Management, Inc. | 1.23% | Reduce -0.7% | 32,992 | $1.9M |
| Strategic Financial Concepts, LLC | 0.44% | Reduce -0.3% | 32,265 | $1.8M |
| Signaturefd, LLC | 0.04% | New | 31,962 | $1.8M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -13.4% | 31,688 | $1.8M |
| Kavar Capital Partners Group, LLC | 0.33% | Reduce -49.9% | 31,063 | $1.8M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.3% | 31,031 | $1.8M |
| First National Bank & Trust Co. of Newtown | 0.36% | New | 30,857 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -6.0% | 30,700 | $1.7M |
| Aprio Wealth Management, LLC | 0.34% | No change | 30,668 | $1.7M |
| Verdence Capital Advisors LLC | 0.15% | Reduce -0.4% | 29,656 | $1.7M |
| Dodds Wealth, LLC | 0.69% | Add +36.8% | 29,636 | $1.7M |
| Grunden Financial Advisory, Inc. | 0.90% | Reduce -0.9% | 29,634 | $1.7M |
| Harbour Investments, Inc. | 0.06% | Add +2336.8% | 29,412 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +26.6% | 29,390 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | Add +90.4% | 28,906 | $1.6M |
| Beacon Financial Advisory LLC | 0.79% | Reduce -0.6% | 28,418 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -26.4% | 28,232 | $1.6M |
| FMR LLC | 0.00% | Reduce -0.3% | 28,207 | $1.6M |
| Five Oceans Advisors | 0.82% | Reduce -2.5% | 28,153 | $1.6M |
| Tiaa Trust, National Association | 0.00% | No change | 28,138 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.60% | Reduce -0.7% | 28,095 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.81% | New | 27,900 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -7.0% | 27,725 | $1.6M |
| Shearwater Capital LLC | 1.16% | Reduce -2.1% | 27,724 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 27,521 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +5.9% | 27,435 | $1.6M |
| Winthrop Advisory Group LLC | 0.23% | Add +0.1% | 27,400 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -8.1% | 27,300 | $1.6M |
| Biltmore Family Office, LLC | 0.31% | No change | 27,266 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.87% | No change | 27,223 | $1.6M |
| Allegiance Financial Group Advisory Services LLC | 0.63% | Reduce -0.5% | 27,070 | $1.5M |
| Truepoint, Inc. | 0.04% | No change | 26,604 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +0.0% | 26,500 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -95.3% | 26,291 | $1.5M |
| Falcon Wealth Planning | 0.24% | No change | 26,205 | $1.5M |
| Marcum Wealth, LLC | 0.15% | Add +0.2% | 25,771 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 25,638 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 25,563 | $1.5M |
| Abacus Wealth Partners, LLC | 0.24% | Reduce -0.4% | 25,242 | $1.4M |
| Eagle Strategies LLC | 0.32% | New | 25,240 | $1.4M |
| FAS Wealth Partners, Inc. | 0.13% | Add +19.9% | 25,206 | $1.4M |
| Farther Finance Advisors, LLC | 0.09% | No change | 25,126 | $1.4M |
| WNY Asset Management, LLC | 0.22% | No change | 24,905 | $1.4M |
| RFG Advisory, LLC | 0.05% | Add +0.2% | 24,814 | $1.4M |
| Advisory Services & Investments, LLC | 0.97% | Reduce -7.5% | 24,799 | $1.4M |
| Merriman Wealth Management, LLC | 0.06% | Reduce -5.6% | 24,734 | $1.4M |
| Kathleen S. Wright Associates Inc. | 0.66% | Add +138.9% | 24,552 | $1.4M |
| Drive Wealth Management, LLC | 0.39% | Reduce -26.3% | 24,530 | $1.4M |
| Quantinno Capital Management LP | 0.03% | New | 24,242 | $1.4M |
| Parallel Advisors, LLC | 0.04% | Add +41.6% | 24,182 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +25.0% | 23,658 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -31.7% | 23,134 | $1.3M |
| Red Tortoise LLC | 0.73% | No change | 23,033 | $1.3M |
| Smartleaf Asset Management LLC | 0.25% | Add +6.4% | 22,446 | $1.3M |
| Independent Financial Group, LLC | 0.06% | No change | 22,371 | $1.3M |
| Beacon Financial Strategies CORP | 0.91% | No change | 22,239 | $1.3M |
| Parkside Financial Bank & Trust | 0.20% | Reduce -6.9% | 22,131 | $1.3M |
| Onyx Financial Advisors, LLC | 0.78% | Reduce -8.5% | 22,006 | $1.3M |
| Smith Chas P & Associates Pa Cpas | 0.07% | No change | 21,610 | $1.2M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.93% | No change | 21,610 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.31% | No change | 21,515 | $1.2M |
| Life Planning Partners, Inc | 1.21% | Add +16.8% | 21,238 | $1.2M |
| Keybank National Association | 0.01% | Reduce -0.3% | 21,059 | $1.2M |
| Applied Capital LLC | 0.71% | Add +0.1% | 24,262 | $1.2M |
| MBM Wealth Consultants, LLC | 0.42% | No change | 20,831 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +8.6% | 19,843 | $1.1M |
| SJS Investment Consulting Inc. | 0.23% | No change | 19,800 | $1.1M |
| Merit Financial Group, LLC | 0.03% | Add +21.6% | 19,932 | $1.1M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -3.6% | 19,356 | $1.1M |
| Clark Asset Management, LLC | 0.33% | Add +0.0% | 18,860 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.37% | Reduce -1.0% | 18,501 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +0.0% | 18,279 | $1.0M |
| WorthPointe, LLC | 0.52% | Reduce -2.5% | 18,090 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -1.4% | 18,023 | $1.0M |
| Balboa Wealth Partners | 0.32% | New | 17,571 | $1.0M |
| Family Investment Center, Inc. | 0.32% | Reduce -1.5% | 17,543 | $1000K |
| Texas Yale Capital Corp. | 0.04% | No change | 17,099 | $974K |
| Thrivent Financial for Lutherans | 0.00% | New | 17,015 | $970K |
| Berger Financial Group, Inc | 0.08% | New | 16,852 | $960K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -50.5% | 16,683 | $951K |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 16,660 | $949K |
| D.A. Davidson & Co. | 0.01% | No change | 16,408 | $935K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 16,218 | $924K |
| Aspen Wealth Management LLC | 0.35% | Reduce -2.6% | 16,084 | $916K |
| Prestige Wealth Management Group LLC | 0.20% | Reduce -1.0% | 16,031 | $913K |
| CRA Financial Services, LLC | 0.20% | No change | 15,868 | $904K |
| Forum Private Client Group LLC | 0.44% | Add +0.7% | 15,836 | $902K |
| Private Management Group Inc. | 0.03% | No change | 15,818 | $901K |
| Diversify Advisory Services, LLC | 0.05% | — | 15,805 | $899K |
| 25 LLC | 0.44% | Add +0.1% | 15,676 | $893K |
| Lakeshore Financial Planning, Inc. | 0.44% | Add +9.7% | 15,420 | $879K |
| Lido Advisors, LLC | 0.01% | New | 15,368 | $876K |
| NewEdge Advisors, LLC | 0.01% | Add +35.4% | 15,040 | $857K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -7.6% | 15,040 | $857K |
| Klingman & Associates, LLC | 0.06% | No change | 15,010 | $855K |
| JT Stratford LLC | 0.17% | Add +56.5% | 14,980 | $854K |
| Pegasus Partners Ltd. | 0.09% | No change | 14,936 | $851K |
| Leo Wealth, LLC | 0.09% | Add +0.2% | 14,926 | $850K |
| WestHill Financial Advisors, Inc. | 0.21% | Reduce -1.0% | 14,887 | $848K |
| Cadence Bank | 0.06% | Reduce -2.8% | 14,780 | $842K |
| Shira Ridge Wealth Management | 0.48% | Reduce -1.2% | 14,739 | $840K |
| Phillips Financial Management, LLC | 0.07% | Add +0.1% | 14,643 | $834K |
| North Ridge Wealth Advisors, Inc. | 0.65% | No change | 14,622 | $833K |
| Mustard Seed Financial, LLC | 0.83% | Reduce -3.9% | 14,605 | $832K |
| Western Wealth Management, LLC | 0.06% | Add +0.0% | 14,563 | $830K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.8% | 14,369 | $819K |
| Summit Asset Management, LLC | 0.10% | No change | 14,345 | $817K |
| Empower Advisory Group, LLC | 0.00% | Reduce -25.4% | 14,294 | $814K |
| Wealthspire Advisors, LLC | 0.01% | Add +6.7% | 14,235 | $811K |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.3% | 14,711 | $810K |
| Simplicity Wealth,LLC | 0.02% | New | 14,119 | $805K |
| Commerce Bank | 0.01% | Reduce -0.4% | 14,002 | $798K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $777K |
| Brookstone Capital Management | 0.01% | Add +88.2% | 13,491 | $769K |
| Naples Global Advisors, LLC | 0.08% | Add +0.2% | 13,116 | $747K |
| SP Asset Management LLC | 0.07% | Add +0.2% | 12,882 | $734K |
| Team Hewins, LLC | 0.29% | No change | 12,820 | $730K |
| Calydon Capital | 0.14% | Add +0.2% | 12,861 | $729K |
| Towneley Capital Management, Inc / DE | 0.18% | Reduce -2.6% | 12,578 | $717K |
| Valued Wealth Advisors LLC | 0.51% | Add +6.2% | 12,546 | $715K |
| Arista Wealth Management, LLC | 0.54% | Reduce -49.0% | 12,509 | $713K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.5% | 12,459 | $710K |
| Diversified Portfolios, Inc. | 0.10% | No change | 12,353 | $704K |
| Center for Financial Planning, Inc. | 0.10% | No change | 12,183 | $694K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 12,102 | $690K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,077 | $688K |
| Wealthspan Partners, LLC | 0.40% | No change | 12,060 | $687K |
| Trademark Financial Management, LLC | 0.55% | Reduce -1.1% | 11,600 | $661K |
| Seaside Wealth Management, Inc. | 0.28% | No change | 11,587 | $660K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 11,447 | $652K |
| Evoke Wealth, LLC | 0.02% | No change | 11,371 | $648K |
| Intelligent Financial Strategies | 0.40% | Reduce -6.7% | 11,370 | $648K |
| Sensible Money, LLC | 0.35% | Add +51.6% | 11,290 | $643K |
| Prudential Financial Inc. | 0.00% | Add +37.1% | 11,181 | $637K |
| NorthRock Partners, LLC | 0.02% | Add +0.2% | 10,897 | $621K |
| Financial Counselors Inc. | 0.01% | No change | 10,818 | $616K |
| Great Lakes Advisors, LLC | 0.01% | No change | 10,571 | $602K |
| Sfmg, LLC | 0.05% | Add +0.0% | 10,525 | $600K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -1.2% | 10,521 | $600K |
| QRG Capital Management, Inc. | 0.01% | Reduce -20.7% | 10,486 | $597K |
| MAI Capital Management | 0.01% | Add +0.2% | 10,455 | $596K |
| Visionary Wealth Advisors | 0.04% | No change | 10,387 | $592K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -3.7% | 10,385 | $592K |
| Physician Wealth Advisors, Inc. | 0.12% | Add +3.7% | 10,799 | $591K |
| Revisor Wealth Management LLC | 0.27% | New | 10,820 | $589K |
| TFB Advisors LLC | 0.21% | Add +12.2% | 10,799 | $588K |
| TruNorth Capital Management, LLC | 0.20% | — | 10,190 | $581K |
| Curi Capital, LLC | 0.01% | New | 10,137 | $578K |
| Hanover Advisors Inc. | 0.24% | Add +23.6% | 10,110 | $576K |
| Condor Capital Management | 0.06% | No change | 10,093 | $575K |
| Madrona Financial Services, LLC | 0.20% | Reduce -7.0% | 10,052 | $573K |
| Geometric Wealth Advisors | 0.13% | No change | 9,885 | $563K |
| Traction Financial Partners, LLC | 0.43% | Add +7.8% | 9,645 | $547K |
| Csenge Advisory Group | 0.03% | Add +11.0% | 9,586 | $546K |
| Hartline Investment Corp./ | 0.10% | New | 9,583 | $546K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +15.8% | 9,583 | $546K |
| Cross Staff Investments Inc | 0.46% | No change | 9,576 | $546K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 9,462 | $539K |
| Brogan Financial, Inc. | 0.35% | Add +0.2% | 9,375 | $534K |
| Composition Wealth, LLC | 0.01% | Reduce -2.6% | 9,347 | $533K |
| Ironwood Financial, llc | 0.12% | No change | 9,338 | $532K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.3% | 9,130 | $520K |
| Quarry Hill Advisors, LLC | 0.38% | Reduce -1.4% | 9,043 | $515K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $512K |
| Hollencrest Capital Management | 0.02% | No change | 8,888 | $506K |
| Cladis Investment Advisory, LLC | 0.37% | No change | 8,875 | $506K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 8,736 | $498K |
| Boyce & Associates Wealth Consulting, Inc. | 0.63% | Add +0.2% | 8,592 | $490K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Add +168.5% | 8,289 | $472K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -85.2% | 8,269 | $471K |
| Ascent Group, LLC | 0.04% | Reduce -5.9% | 8,136 | $464K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 8,056 | $459K |
| First Western Trust Bank | 0.02% | No change | 7,994 | $455K |
| Flow Traders U.S. LLC | 0.02% | Reduce -16.3% | 7,979 | $455K |
| Mather Group, Llc. | 0.01% | No change | 8,537 | $442K |
| Allied Investment Advisors, LLC | 0.11% | No change | 7,752 | $442K |
| Nicolet Bankshares Inc. | 0.09% | No change | 7,736 | $441K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 7,682 | $438K |
| PCG Wealth Advisors, LLC | 0.20% | No change | 7,504 | $428K |
| Peavine Capital, LLC | 0.11% | No change | 7,433 | $424K |
| Westwood Wealth Management | 0.21% | No change | 7,420 | $423K |
| Efficient Advisors, LLC | 0.03% | Reduce -5.6% | 7,393 | $421K |
| R. W. Roge & Company, Inc. | 0.25% | Add +10.4% | 7,377 | $421K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -2.5% | 7,343 | $418K |
| Shared Vision Wealth Group LLC | 0.26% | No change | 7,290 | $415K |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 7,190 | $410K |
| Gradient Capital Advisors, LLC | 0.15% | Add +3.8% | 7,145 | $407K |
| Eagle Bay Advisors LLC | 0.26% | No change | 7,144 | $407K |
| Lynch & Associates | 0.09% | Add +24.0% | 7,139 | $407K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.2% | 7,082 | $404K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $402K |
| Raymond James Trust N.A. | 0.01% | No change | 7,029 | $401K |
| Gill Capital Partners, LLC | 0.16% | Reduce -8.2% | 7,286 | $398K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,917 | $394K |
| NorthCoast Asset Management LLC | 0.01% | No change | 6,885 | $392K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 6,855 | $391K |
| Certuity, LLC | 0.03% | Reduce -10.2% | 6,792 | $387K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $381K |
| TRUE Private Wealth Advisors | 0.04% | No change | 6,528 | $372K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 6,513 | $371K |
| Penobscot Wealth Management | 0.23% | No change | 6,519 | $371K |
| Greenspring Advisors, LLC | 0.09% | New | 6,500 | $370K |
| First National Trust Co | 0.01% | No change | 6,500 | $370K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 6,473 | $369K |
| Sharkey, Howes & Javer | 0.06% | Add +0.2% | 6,436 | $367K |
| Private Portfolio Partners LLC | 0.07% | No change | 6,312 | $360K |
| Cape Investment Advisory, Inc. | 0.17% | Add +17.1% | 6,269 | $357K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Add +43.7% | 6,263 | $356K |
| Hibernia Wealth Partners, LLC | 0.24% | Add +39.7% | 6,232 | $355K |
| Rebalance, LLC | 0.03% | Add +0.2% | 6,194 | $353K |
| Essential Planning, LLC. | 0.17% | No change | 6,730 | $349K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,116 | $348K |
| Diversified Trust Co. | 0.01% | No change | 6,116 | $348K |
| CENTRAL TRUST Co | 0.01% | No change | 6,099 | $348K |
| Wells Fargo & Company | 0.00% | Reduce -34.5% | 6,098 | $347K |
| Essex Financial Services, Inc. | 0.03% | Add +7.7% | 5,905 | $336K |
| Versant Capital Management, Inc | 0.09% | Add +0.1% | 5,788 | $330K |
| Alliance Wealth Management Group | 0.10% | Reduce -42.0% | 5,721 | $326K |
| Towercrest Capital Management | 0.06% | Reduce -42.0% | 5,721 | $326K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $323K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $321K |
| Baker Tilly Wealth Management, LLC | 0.06% | Add +0.2% | 5,630 | $321K |
| Signature Resources Capital Management, LLC | 0.30% | No change | 6,185 | $321K |
| Apriem Advisors | 0.04% | No change | 5,610 | $320K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 5,561 | $317K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -12.3% | 5,502 | $314K |
| Vance Wealth, LLC | 0.12% | Add +4.3% | 5,408 | $308K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,391 | $307K |
| Private Trust Co. NA | 0.03% | No change | 5,350 | $305K |
| Busey Bank | 0.01% | Reduce -1.3% | 5,334 | $304K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -54.0% | 5,331 | $304K |
| Annapolis Financial Services, LLC | 0.10% | Reduce -87.5% | 5,301 | $302K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,299 | $302K |
| Coldstream Capital Management Inc. | 0.01% | New | 5,296 | $302K |
| Mosaic Family Wealth Partners, LLC | 0.05% | New | 5,288 | $301K |
| Bromfield Sneider Wealth Advisors | 0.19% | No change | 5,260 | $300K |
| waypoint wealth counsel | 0.23% | No change | 5,197 | $296K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 5,165 | $294K |
| SOL Capital Management CO | 0.04% | Add +2.6% | 5,160 | $294K |
| Burney Co./ | 0.01% | New | 5,117 | $292K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $291K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,087 | $290K |
| Focused Wealth Management, Inc | 0.04% | Reduce -6.7% | 4,976 | $284K |
| Karpas Strategies, LLC | 0.09% | Add +15.0% | 4,941 | $282K |
| UMB Bank, n.a. | 0.00% | No change | 4,939 | $281K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.6% | 4,917 | $280K |
| Beta Wealth Group, Inc. | 0.14% | Reduce -2.1% | 4,890 | $279K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $277K |
| One Capital Management, LLC | 0.01% | No change | 4,833 | $276K |
| World Investment Advisors | 0.04% | Reduce -3.3% | 4,801 | $274K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 4,993 | $273K |
| Private Advisory Group LLC | 0.04% | No change | 4,759 | $271K |
| Northern Financial Advisors Inc | 0.21% | Add +0.1% | 4,732 | $270K |
| Whalen Wealth Management Inc. | 0.20% | No change | 4,725 | $269K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 4,938 | $269K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 4,707 | $268K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $267K |
| Accel Wealth Management | 0.11% | No change | 4,678 | $267K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $265K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -7.1% | 4,600 | $262K |
| Westmount Partners, LLC | 0.09% | No change | 4,561 | $260K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,538 | $259K |
| Financial Insights, Inc. | 0.07% | No change | 4,536 | $258K |
| Lincoln National Corp. | 0.00% | New | 4,526 | $258K |
| Aerodigm Wealth, LLC | 0.10% | No change | 4,508 | $257K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.6% | 4,506 | $257K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 4,496 | $256K |
| Bull Oak Capital, LLC | 0.17% | Reduce -0.1% | 4,448 | $253K |
| Carlson Capital Management | 0.01% | Reduce -90.6% | 4,432 | $253K |
| Advisors Management Group Inc. | 0.06% | No change | 4,392 | $250K |
| Arkadios Wealth Advisors | 0.02% | No change | 4,302 | $245K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $245K |
| PDS Planning, Inc | 0.03% | Add +0.2% | 4,275 | $244K |
| Ellevest, Inc. | 0.01% | Add +0.2% | 4,254 | $242K |
| Motco | 0.01% | No change | 4,184 | $238K |
| Sterling Financial Planning, Inc. | 0.10% | New | 4,165 | $237K |
| Capstone Capital LLC | 0.20% | No change | 4,133 | $235K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $232K |
| BlackDiamond Wealth Management, LLC | 0.16% | Reduce -1.8% | 4,037 | $230K |
| Builder Investment Group Inc. | 0.07% | Reduce -8.8% | 4,017 | $229K |
| Brighton Jones LLC | 0.01% | Add +0.2% | 4,007 | $228K |
| Gradient Investments LLC | 0.01% | No change | 3,937 | $224K |
| Fisher Asset Management | 0.00% | New | 3,841 | $219K |
| Total Clarity Wealth Management, Inc. | 0.08% | New | 3,838 | $219K |
| Edge Capital Group, LLC | 0.01% | New | 3,834 | $218K |
| Robinswood Financial LLC | 0.09% | No change | 3,763 | $214K |
| MJP Associates Inc. | 0.05% | New | 3,748 | $214K |
| Advisor OS, LLC | 0.02% | New | 3,748 | $214K |
| Proathlete Wealth Management LLC | 0.11% | New | 3,705 | $211K |
| Brooklyn FI, LLC | 0.09% | New | 3,676 | $209K |
| Stratos Investment Management, LLC | 0.02% | New | 3,566 | $203K |
| YHB Investment Advisors, Inc. | 0.02% | New | 3,566 | $203K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 3,513 | $200K |
| Raleigh Capital Management Inc. | 0.09% | No change | 3,513 | $200K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 3,390 | $193K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,370 | $192K |
| Silicon Valley Capital Partners | 0.03% | Add +0.2% | 3,352 | $191K |
| Glassman Wealth Services | 0.04% | No change | 3,136 | $179K |
| Financial Connections Group, Inc. | 0.18% | No change | 2,839 | $162K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,629 | $150K |
| McIlrath & Eck, LLC | 0.02% | Add +0.2% | 2,586 | $147K |
| City State Bank | 0.06% | No change | 2,462 | $140K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -58.1% | 2,450 | $140K |
| PrairieView Partners, LLC | 0.01% | No change | 2,275 | $130K |
| Blue Trust, Inc. | 0.00% | No change | 2,273 | $130K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 2,264 | $129K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -9.6% | 2,225 | $127K |
| Frazier Financial Advisors, LLC | 0.10% | Reduce -61.5% | 2,161 | $123K |
| Hilltop National Bank | 0.04% | — | 2,154 | $123K |
| Whittier Trust Co. | 0.00% | Reduce -67.8% | 2,141 | $122K |
| Global Trust Asset Management, LLC | 0.05% | Add +390.4% | 2,035 | $116K |
| Elevation Wealth Partners, LLC | 0.06% | Add +100.2% | 2,086 | $113K |
| WealthCollab, LLC | 0.08% | No change | 1,860 | $106K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | Reduce -26.3% | 1,830 | $104K |
| Truvestments Capital LLC | 0.04% | Add +0.2% | 1,824 | $104K |
| Atmos Advisory, LLC | 0.08% | Add +0.2% | 1,809 | $103K |
| Perritt Capital Management Inc | 0.05% | Add +0.2% | 1,752 | $100K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,705 | $97K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,635 | $93K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -78.9% | 1,523 | $87K |
| S.A. Mason LLC | 0.05% | New | 1,491 | $85K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,288 | $73K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $71K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,170 | $67K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.4% | 1,118 | $64K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 889 | $51K |
| Gleason Group, Inc. | 0.01% | Reduce -0.4% | 836 | $48K |
| Ancora Advisors LLC | 0.00% | Add +70.7% | 785 | $45K |
| Sittner & Nelson, LLC | 0.02% | No change | 730 | $42K |
| Pineridge Advisors LLC | 0.01% | No change | 561 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $31K |
| Comerica Bank | 0.00% | Reduce -23.0% | 512 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 447 | $25K |
| Colonial Trust Co / SC | 0.00% | Reduce -52.7% | 400 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 364 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | New | 359 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -70.0% | 258 | $14K |
| JNBA Financial Advisors | 0.00% | Reduce -4.4% | 130 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 136 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.8% | 49 | $3K |
| Quent Capital, LLC | 0.00% | Add +40.0% | 28 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $570 |
| Coston, McIsaac & Partners | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is DFUS's weight in each manager's 13F, not the share of Dimensional US Eq MKT ETF the manager owns.