Dimensional US Eq MKT ETFDFUSETF
13F holders, Q2 2024 (June 30)593holders +28
39new positions
15sold out
3famous investors
$58.86avg. 13F price*
At the end of Q2 2024, 593 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 28 from Q1 2024. 39 opened new positions and 15 sold out. The largest holders were Buckingham Strategic Wealth, LLC ($468.3M), Index Fund Advisors, Inc. ($348.4M) and Plancorp, LLC ($296.8M). 3 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 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $20.1M |
| Exits | 15 | $27.4M |
All 13F filers, Q1 2024 → Q2 2024: 9,238,229 shares bought and 1,977,923 shares sold, net +7,260,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 593 holders
| Buckingham Strategic Wealth, LLC | 4.85% | Add +3.9% | 7,957,417 | $468.3M |
| Index Fund Advisors, Inc. | 19.70% | Reduce -1.2% | 5,919,862 | $348.4M |
| Plancorp, LLC | 12.86% | Reduce -1.5% | 5,043,764 | $296.8M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -1.4% | 4,146,223 | $244.0M |
| Creative Planning | 0.23% | Add +116.0% | 3,710,489 | $218.4M |
| Mercer Global Advisors Inc. | 0.58% | Reduce -4.4% | 3,626,470 | $213.4M |
| Sax Wealth Advisors, LLC | 17.41% | Add +13.0% | 3,105,523 | $182.8M |
| TCI Wealth Advisors, Inc. | 12.86% | Add +1.7% | 2,316,163 | $136.3M |
| LPL Financial LLC | 0.06% | Add +106.3% | 2,063,543 | $121.4M |
| Great Waters Wealth Management | 17.82% | Add +10.6% | 1,982,570 | $116.7M |
| Zhang Financial LLC | 7.72% | Add +14.3% | 1,876,050 | $110.4M |
| Intelligence Driven Advisers, LLC | 14.72% | Add +3.7% | 1,765,454 | $103.9M |
| G2 Capital Management, LLC / Oh | 30.26% | Add +1.4% | 1,651,888 | $97.2M |
| Corient Private Wealth LP | 0.17% | Add +0.9% | 1,647,565 | $97.0M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +14.5% | 1,636,445 | $96.3M |
| Sequoia Financial Advisors, LLC | 1.13% | Reduce -1.6% | 1,592,920 | $93.7M |
| JFS Wealth Advisors, LLC | 6.60% | Reduce -0.9% | 1,422,207 | $83.7M |
| Private Capital Management LLC | 15.63% | Add +109.6% | 1,336,438 | $78.6M |
| Root Financial Partners, LLC | 18.27% | Add +26.9% | 1,325,891 | $78.0M |
| Flagstone Financial Management | 28.29% | Add +2.1% | 1,292,546 | $76.1M |
| DiNuzzo Private Wealth, Inc. | 10.22% | Reduce -1.6% | 1,286,589 | $75.7M |
| Focus Partners Advisor Solutions, LLC | 1.94% | Add +7.5% | 1,253,522 | $73.8M |
| Forum Financial Management, LP | 1.33% | Reduce -7.7% | 1,251,487 | $73.6M |
| Assetmark, Inc. | 0.23% | Reduce 0.0% | 1,249,077 | $73.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +2.2% | 1,180,840 | $69.5M |
| Modera Wealth Management, LLC | 1.02% | Reduce -1.5% | 1,180,600 | $69.5M |
| Foster Group, Inc. | 2.63% | Reduce -1.0% | 1,135,827 | $66.8M |
| Cetera Investment Advisers | 0.15% | Add +7.6% | 1,120,173 | $65.9M |
| Austin Asset Management Co Inc | 13.96% | Add +7.8% | 1,115,051 | $65.6M |
| Mariner, LLC | 0.13% | Add +7.6% | 1,096,831 | $64.5M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -0.1% | 1,072,151 | $63.1M |
| Choreo, LLC | 1.02% | Add +2.0% | 1,033,858 | $61.0M |
| JPMorgan Chase & Co. | 0.01% | Add +47.1% | 983,650 | $57.9M |
| Chicago Partners Investment Group LLC | 2.23% | Add +19.3% | 976,582 | $57.5M |
| Elser Financial Planning, Inc | 9.53% | — | 969,770 | $57.1M |
| Colony Family Offices, LLC | 18.16% | Add +1.0% | 961,134 | $56.6M |
| Evanson Asset Management, LLC | 4.14% | Reduce -0.3% | 954,529 | $56.2M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 901,408 | $53.0M |
| Heritage Wealth Management, Inc./Texas | 30.60% | Add +1.1% | 834,645 | $49.1M |
| Truist Financial Corp. | 0.07% | Add +0.6% | 830,061 | $48.8M |
| 1900 Wealth Management LLC | 4.30% | Reduce -0.2% | 780,492 | $45.9M |
| RS Crum Inc. | 11.24% | Add +11.4% | 728,527 | $42.9M |
| McLean Asset Management Corp | 13.46% | Add +0.4% | 686,870 | $41.6M |
| Savant Capital, LLC | 0.41% | Reduce -33.3% | 700,168 | $41.2M |
| Kestra Advisory Services, LLC | 0.23% | Add +23.2% | 693,090 | $40.8M |
| Apella Capital, LLC | 1.78% | Add +3.5% | 665,018 | $39.9M |
| Willow Creek Wealth Management Inc. | 4.46% | Add +6.8% | 666,296 | $39.2M |
| Dynamic Advisor Solutions LLC | 1.21% | Add +50.6% | 652,793 | $38.4M |
| American Investment Services, Inc. | 6.78% | Reduce -0.4% | 650,601 | $38.3M |
| KM Capital Management Ltd. | 19.35% | Add +11.4% | 635,480 | $37.4M |
| Wealthstream Advisors, Inc. | 13.30% | Reduce -1.0% | 617,627 | $36.3M |
| Bank of America Corp. | 0.00% | Add +6.5% | 596,033 | $35.1M |
| Cerity Partners LLC | 0.09% | Add +455.1% | 588,802 | $34.7M |
| Mason & Associates Inc | 9.19% | Add +5.0% | 586,970 | $34.5M |
| Heritage Investment Group, Inc. | 4.13% | Reduce -0.5% | 511,199 | $30.1M |
| HighTower Advisors, LLC | 0.05% | Add +2.6% | 508,268 | $29.9M |
| Equitable Holdings, Inc. | 0.31% | Add +5.3% | 507,909 | $29.9M |
| ARK & TLK Investments, LLC | 11.17% | Reduce -0.8% | 507,494 | $29.9M |
| Disciplined Equity Management, Inc. | 19.20% | Add +1.6% | 495,353 | $29.2M |
| Asset Dedication, LLC | 2.01% | Add +8.9% | 492,062 | $29.0M |
| Retirement Solution LLC | 7.76% | Reduce -2.1% | 490,470 | $28.9M |
| Dixon Fnancial Services, Inc. | 15.70% | Reduce -0.7% | 475,851 | $28.0M |
| Hurlow Wealth Management Group, Inc. | 9.24% | Reduce -1.3% | 457,354 | $26.9M |
| Pine Harbor Wealth Management, LLC | 14.78% | Add +10.1% | 426,811 | $25.1M |
| TCP Asset Management, LLC | 6.20% | Add +3.1% | 416,460 | $24.5M |
| Jackson Thornton Wealth Management, LLC | 3.61% | Add +8.8% | 400,774 | $23.6M |
| Quadcap Wealth Management, LLC | 4.12% | Add +46.4% | 387,059 | $22.8M |
| Strategic Investment Solutions, Inc. | 7.17% | — | 371,016 | $22.2M |
| Crown Wealth Group, LLC | 11.07% | Add +29.6% | 376,581 | $22.2M |
| FMFE Wealth Management, LLC | 20.54% | Add +0.6% | 375,643 | $22.1M |
| MML Investors Services, LLC | 0.09% | Add +4.1% | 373,964 | $22.0M |
| Cardiff Park Advisors, LLC | 2.06% | Add +6.8% | 363,034 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -1.9% | 338,388 | $19.9M |
| Symmetry Partners, LLC | 0.96% | Add +1.8% | 317,295 | $18.7M |
| Sowell Financial Services LLC | 0.89% | Reduce -1.7% | 315,545 | $18.6M |
| Security Financial Services, INC. | 3.99% | Reduce -0.1% | 312,275 | $18.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -3.1% | 288,612 | $17.0M |
| SC&H Financial Advisors, Inc. | 4.05% | Add +10.3% | 280,747 | $16.5M |
| Adero Partners, LLC | 1.20% | Reduce -0.2% | 280,530 | $16.5M |
| Ruedi Wealth Management, Inc. | 6.29% | Add +3.8% | 271,380 | $16.0M |
| CarsonAllaria Wealth Management, Ltd. | 9.49% | Add +2.9% | 263,652 | $15.5M |
| Larson Financial Group LLC | 1.06% | Reduce -3.3% | 263,029 | $15.5M |
| Keb Asset Management, LLC | 5.05% | Add +0.5% | 255,438 | $15.0M |
| Spire Wealth Management | 0.51% | Reduce -1.3% | 247,181 | $14.5M |
| Summit X, LLC | 3.26% | Reduce -0.6% | 246,207 | $14.5M |
| PBMares Wealth Management LLC | 3.52% | Add +3.2% | 243,443 | $14.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.0% | 241,089 | $14.2M |
| Investmark Advisory Group LLC | 7.41% | Add +5.4% | 236,061 | $13.9M |
| Mendota Financial Group, LLC | 7.20% | Add +24.6% | 228,334 | $13.4M |
| Meritas Wealth Management, LLC | 9.46% | Reduce -2.0% | 228,059 | $13.4M |
| Claris Advisors, LLC / Mo / | 6.86% | Add +0.0% | 226,351 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +0.9% | 220,519 | $13.0M |
| Private Wealth Management Group, LLC | 5.09% | Add +6.6% | 199,801 | $11.8M |
| UBS Group AG | 0.00% | Add +31.5% | 199,669 | $11.8M |
| GEM Asset Management, LLC | 7.28% | Add +1.2% | 198,620 | $11.7M |
| Awm Capital, LLC | 1.77% | Reduce -1.4% | 197,475 | $11.6M |
| Alpha Financial Advisors, LLC | 5.17% | Reduce -1.8% | 182,414 | $10.7M |
| OLIO Financial Planning | 4.40% | Reduce -0.5% | 200,701 | $10.4M |
| Tillman Hartley LLC | 3.56% | Add +0.4% | 176,902 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +0.1% | 176,827 | $10.4M |
| Walden Wealth Partners LLC | 5.56% | Add +2.1% | 169,322 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.5% | 168,880 | $9.9M |
| Sutton Place Investors LLC | 6.53% | Add +0.6% | 166,709 | $9.8M |
| Envision Financial Planning, LLC | 7.47% | Reduce -1.6% | 165,883 | $9.8M |
| Cedar Point Capital Partners, LLC | 7.27% | Reduce -1.7% | 165,174 | $9.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | Reduce -2.4% | 161,984 | $9.5M |
| Hill Investment Group Partners, LLC | 1.28% | Add +1.2% | 158,406 | $9.5M |
| Cresset Asset Management, LLC | 0.04% | Reduce -1.4% | 159,872 | $9.4M |
| Morgan Stanley | 0.00% | Add +13.7% | 158,351 | $9.3M |
| Earned Wealth Advisors, LLC | 3.48% | Add +0.6% | 155,770 | $9.2M |
| Physician Wealth Solutions Inc. | 6.53% | Add +0.1% | 155,359 | $9.1M |
| Concord Wealth Partners | 1.59% | Add +1.8% | 153,656 | $9.0M |
| Rehmann Capital Advisory Group | 0.65% | Reduce -1.0% | 153,022 | $9.0M |
| Legacy Financial Group, Inc. | 3.33% | Add +7.4% | 149,546 | $8.8M |
| Rf&l Wealth Management, LLC | 6.57% | Reduce -0.3% | 146,816 | $8.6M |
| PFG Advisors | 0.55% | Add +4.3% | 138,926 | $8.2M |
| Fund Evaluation Group, LLC | 0.48% | Add +10.3% | 132,724 | $7.8M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +58.6% | 131,497 | $7.7M |
| Allworth Financial LP | 0.05% | Add +134.2% | 127,375 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 128,345 | $7.6M |
| HB Wealth Management, LLC | 0.09% | Add +5.0% | 127,121 | $7.5M |
| FMB Wealth Management | 5.46% | Reduce -0.1% | 122,018 | $7.2M |
| Raymond James & Associates | 0.00% | Add +53.1% | 118,393 | $7.0M |
| ProVise Management Group, LLC | 0.59% | Reduce -6.0% | 117,015 | $6.9M |
| Betterment LLC | 0.02% | Add +88.0% | 116,689 | $6.9M |
| KPP Advisory Services LLC | 1.82% | Add +5.2% | 116,352 | $6.8M |
| Freedom Investment Management, Inc. | 0.55% | Reduce -1.4% | 113,536 | $6.7M |
| Bayshore Asset Management, LLC | 3.34% | Reduce -0.5% | 112,710 | $6.6M |
| CPC Advisors, LLC | 1.09% | Reduce -6.2% | 112,056 | $6.6M |
| Altiora Financial Group, LLC | 1.58% | No change | 111,697 | $6.6M |
| Kraft Asset Management, LLC | 5.46% | Reduce -4.3% | 110,331 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.7% | 109,784 | $6.5M |
| Main Street Financial Solutions, LLC | 0.60% | Add +10.9% | 108,992 | $6.4M |
| Quantum Financial Advisors, LLC | 1.13% | No change | 108,916 | $6.4M |
| CFS Investment Advisory Services, LLC | 0.50% | Add +0.5% | 105,915 | $6.2M |
| Sandy Spring Bank | 0.27% | Add +14.0% | 103,683 | $6.1M |
| Hemington Wealth Management | 2.05% | Reduce -11.7% | 103,517 | $6.1M |
| Certified Advisory Corp | 0.76% | Add +0.5% | 102,917 | $6.1M |
| Mission Wealth Management, LP | 0.16% | Reduce -14.4% | 100,958 | $5.9M |
| CPA Asset Management Group, LLC | 3.18% | Add +44.5% | 100,800 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -19.5% | 97,530 | $5.7M |
| Bluespring Wealth Management, LLC | 0.61% | Reduce -10.4% | 96,663 | $5.7M |
| Investment Advisory Group, LLC | 2.14% | Add +31.1% | 94,277 | $5.5M |
| Dopkins Wealth Management, LLC | 3.34% | Add +1.3% | 93,227 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.3% | 93,187 | $5.5M |
| EnRich Financial Partners LLC | 2.01% | Reduce -0.2% | 92,949 | $5.5M |
| Clearstead Advisors, LLC | 0.09% | New | 92,934 | $5.5M |
| EverSource Wealth Advisors, LLC | 0.35% | Reduce -2.0% | 89,190 | $5.3M |
| Gemmer Asset Management LLC | 0.56% | Add +1.6% | 89,134 | $5.2M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -4.6% | 86,955 | $5.1M |
| Independent Advisor Alliance | 0.16% | Reduce -16.0% | 81,238 | $4.8M |
| Northwest Wealth Management, LLC | 1.21% | Add +132.5% | 79,507 | $4.7M |
| IFG Advisory, LLC | 0.30% | Add +0.8% | 79,061 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.20% | Reduce 0.0% | 75,341 | $4.4M |
| Ariadne Wealth Management, LP | 3.46% | — | 74,939 | $4.4M |
| LVZ, Inc. | 0.56% | Add +0.7% | 70,292 | $4.1M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.1% | 70,224 | $4.1M |
| American Capital Advisory, LLC | 2.91% | Add +58.7% | 78,522 | $4.1M |
| Exencial Wealth Advisors, LLC | 0.15% | Add +3.8% | 68,114 | $4.0M |
| Tortoise Investment Management, LLC | 0.45% | Add +16.9% | 67,236 | $4.0M |
| Bridgewater Advisors Inc. | 0.48% | Add +0.2% | 65,689 | $3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | No change | 65,306 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +1.8% | 65,128 | $3.8M |
| Vestia Personal Wealth Advisors | 4.03% | — | 64,152 | $3.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +66.3% | 64,041 | $3.8M |
| Hardy Reed LLC | 0.38% | No change | 64,006 | $3.8M |
| Herold Advisors, Inc. | 0.84% | Add +45.7% | 62,045 | $3.7M |
| HTG Investment Advisors, Inc. | 1.91% | No change | 60,058 | $3.5M |
| Brown Advisory Inc. | 0.00% | No change | 59,078 | $3.5M |
| Cypress Point Wealth Management, LLC | 1.63% | Add +109.6% | 58,490 | $3.4M |
| Websterrogers Financial Advisors, LLC | 1.22% | Add +0.1% | 58,377 | $3.4M |
| Cwm, LLC | 0.02% | Add +14.9% | 58,294 | $3.4M |
| Waverly Advisors, LLC | 0.07% | Add +1.6% | 58,082 | $3.4M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -8.7% | 57,435 | $3.4M |
| Stonebrook Private Inc. | 0.96% | Reduce -54.0% | 56,917 | $3.3M |
| Clarity Capital Advisors, LLC | 2.54% | Add +0.3% | 55,863 | $3.3M |
| LGL Partners, LLC | 0.48% | No change | 55,743 | $3.3M |
| First National Bank & Trust Co. of Newtown | 0.66% | Add +77.7% | 54,834 | $3.2M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $3.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.46% | No change | 54,654 | $3.2M |
| OneDigital Investment Advisors LLC | 0.04% | Add +0.9% | 54,361 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.7% | 54,346 | $3.2M |
| Acorn Wealth Advisors, LLC | 1.58% | Add +22.4% | 54,272 | $3.2M |
| Independent Wealth Network Inc. | 1.49% | Add +13.8% | 54,076 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +18.5% | 52,149 | $3.1M |
| Bank of Montreal | 0.00% | Add +3.6% | 51,195 | $3.0M |
| Rain Capital Management, LLC | 2.13% | No change | 52,788 | $3.0M |
| Montag A & Associates Inc. | 0.15% | Add +0.2% | 50,720 | $3.0M |
| Waypoint Capital Advisors, LLC | 0.74% | No change | 50,217 | $3.0M |
| Syverson Strege & Co | 1.01% | Add +0.1% | 50,142 | $3.0M |
| Sterling Wealth Management, Inc. | 1.40% | Reduce -0.9% | 49,977 | $2.9M |
| Lauterbach Financial Advisors, LLC | 1.88% | Add +10.2% | 49,570 | $2.9M |
| Financial Council, LLC | 1.59% | No change | 48,387 | $2.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.43% | Reduce -2.1% | 48,370 | $2.8M |
| CVA Family Office, LLC | 0.51% | Add +1.6% | 48,019 | $2.8M |
| Red Door Wealth Management, LLC | 0.49% | No change | 47,654 | $2.8M |
| Andrews, Lucia Wealth Management LLC | 1.88% | No change | 47,246 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.8% | 45,720 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -0.8% | 45,720 | $2.7M |
| True Wealth Design, LLC | 0.65% | Reduce -8.6% | 44,927 | $2.6M |
| Beaird Harris Wealth Management, LLC | 0.25% | Add +0.2% | 44,478 | $2.6M |
| Avestar Capital, LLC | 0.29% | Reduce -7.6% | 44,101 | $2.6M |
| Caerus Investment Advisors, LLC | 2.53% | Reduce -4.5% | 44,020 | $2.6M |
| Kathleen S. Wright Associates Inc. | 1.17% | Add +75.8% | 43,157 | $2.5M |
| Elevate Wealth Advisory, Inc. | 2.04% | Reduce -0.9% | 42,821 | $2.5M |
| Werba Rubin Papier Wealth Management | 0.68% | Add +1.4% | 41,685 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +11.3% | 40,745 | $2.4M |
| LRI Investments, LLC | 0.27% | Add +0.5% | 40,655 | $2.4M |
| Lam Group, Inc. | 1.94% | No change | 39,042 | $2.3M |
| NBT Bank, N.A. | 0.16% | Reduce -0.0% | 38,463 | $2.3M |
| Cambridge Financial Group, LLC | 1.03% | Add +4.9% | 38,126 | $2.2M |
| Maryland Capital Advisors Inc. | 1.20% | No change | 37,731 | $2.2M |
| DBK Financial Counsel, LLC | 2.37% | Reduce -3.2% | 36,915 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +10.2% | 36,582 | $2.2M |
| Retirement Planning Group, LLC | 0.14% | Reduce -0.2% | 36,289 | $2.1M |
| Lodestone Wealth Management LLC | 1.11% | Add +3.3% | 35,669 | $2.1M |
| ETF Portfolio Partners, Inc. | 0.64% | No change | 34,999 | $2.1M |
| Amarillo National Bank | 0.38% | No change | 34,028 | $2.0M |
| Yoder Wealth Management, Inc. | 1.27% | Add +1.4% | 33,457 | $2.0M |
| Squire Investment Management Company, LLC | 1.10% | Reduce -3.3% | 33,102 | $1.9M |
| Simplicity Wealth,LLC | 0.04% | Add +131.6% | 32,703 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.77% | Reduce -3.5% | 32,123 | $1.9M |
| Strategic Financial Concepts, LLC | 1.10% | Reduce -0.6% | 32,059 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 31,688 | $1.9M |
| Kavar Capital Partners Group, LLC | 0.33% | Add +0.3% | 31,148 | $1.8M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.8% | 30,796 | $1.8M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -24.8% | 30,666 | $1.8M |
| Aprio Wealth Management, LLC | 0.33% | No change | 30,668 | $1.8M |
| Dodds Wealth, LLC | 0.69% | Reduce -0.4% | 29,513 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +0.8% | 29,619 | $1.7M |
| Verdence Capital Advisors LLC | 0.15% | Reduce -2.0% | 29,057 | $1.7M |
| Farther Finance Advisors, LLC | 0.08% | Add +15.4% | 28,989 | $1.7M |
| Grunden Financial Advisory, Inc. | 0.89% | Reduce -2.1% | 29,004 | $1.7M |
| Integrated Advisors Network LLC | 0.09% | Add +5.7% | 28,986 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 28,906 | $1.7M |
| Beacon Financial Advisory LLC | 0.63% | Add +0.1% | 28,456 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +0.2% | 28,155 | $1.7M |
| Tiaa Trust, National Association | 0.01% | No change | 28,138 | $1.7M |
| FMR LLC | 0.00% | Reduce -0.3% | 28,132 | $1.7M |
| Signaturefd, LLC | 0.03% | Reduce -12.1% | 28,111 | $1.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 28,057 | $1.7M |
| Abacus Wealth Partners, LLC | 0.27% | Add +10.8% | 27,970 | $1.6M |
| Shearwater Capital LLC | 1.20% | Add +0.4% | 27,847 | $1.6M |
| Harbour Investments, Inc. | 0.06% | Reduce -5.8% | 27,691 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.28% | Reduce -10.1% | 27,598 | $1.6M |
| Winthrop Advisory Group LLC | 0.22% | Add +0.1% | 27,422 | $1.6M |
| SJS Investment Consulting Inc. | 0.31% | Add +38.0% | 27,330 | $1.6M |
| Biltmore Family Office, LLC | 0.30% | No change | 27,266 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 27,025 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +5.4% | 27,025 | $1.6M |
| Allegiance Financial Group Advisory Services LLC | 0.61% | Reduce -0.3% | 26,993 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.0% | 26,502 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.86% | Reduce -3.6% | 26,234 | $1.5M |
| Falcon Wealth Planning | 0.20% | No change | 26,205 | $1.5M |
| Safeguard Investment Advisory Group, LLC | 0.47% | Reduce -27.2% | 25,868 | $1.5M |
| Marcum Wealth, LLC | 0.15% | Add +0.3% | 25,842 | $1.5M |
| Trinity Financial Advisors LLC | 0.67% | New | 25,561 | $1.5M |
| FAS Wealth Partners, Inc. | 0.13% | Reduce -0.7% | 25,040 | $1.5M |
| Life Planning Partners, Inc | 1.34% | Add +17.7% | 25,002 | $1.5M |
| Five Oceans Advisors | 0.77% | Reduce -11.5% | 24,921 | $1.5M |
| WNY Asset Management, LLC | 0.19% | No change | 24,905 | $1.5M |
| RFG Advisory, LLC | 0.05% | Add +0.3% | 24,882 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -5.7% | 24,805 | $1.5M |
| Advisory Services & Investments, LLC | 0.99% | Reduce -1.9% | 24,330 | $1.4M |
| Parallel Advisors, LLC | 0.04% | Add +0.2% | 24,229 | $1.4M |
| Quantinno Capital Management LP | 0.03% | Reduce -0.3% | 24,172 | $1.4M |
| Arista Wealth Management, LLC | 0.37% | Add +92.4% | 24,066 | $1.4M |
| Truepoint, Inc. | 0.04% | Reduce -10.5% | 23,822 | $1.4M |
| Applied Capital LLC | 0.80% | Reduce -2.5% | 23,651 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.0% | 23,138 | $1.4M |
| Merriman Wealth Management, LLC | 0.06% | Reduce -6.5% | 23,135 | $1.4M |
| Red Tortoise LLC | 0.74% | Add +0.1% | 23,052 | $1.4M |
| Clark Asset Management, LLC | 0.37% | Add +21.4% | 22,889 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -10.5% | 22,878 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -17.1% | 22,808 | $1.3M |
| Drive Wealth Management, LLC | 0.36% | Reduce -7.2% | 22,773 | $1.3M |
| Berger Financial Group, Inc | 0.11% | Add +33.3% | 22,470 | $1.3M |
| Independent Financial Group, LLC | 0.05% | No change | 22,371 | $1.3M |
| Smartleaf Asset Management LLC | 0.22% | Reduce -0.8% | 22,273 | $1.3M |
| Beacon Financial Strategies CORP | 0.94% | No change | 22,239 | $1.3M |
| Smith Chas P & Associates Pa Cpas | 0.08% | No change | 21,610 | $1.3M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.08% | No change | 21,610 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 21,518 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.32% | No change | 21,515 | $1.3M |
| Parkside Financial Bank & Trust | 0.20% | Reduce -3.3% | 21,396 | $1.3M |
| MBM Wealth Consultants, LLC | 0.43% | No change | 20,831 | $1.3M |
| Keybank National Association | 0.01% | No change | 21,059 | $1.2M |
| Lakeshore Financial Planning, Inc. | 0.60% | Add +35.2% | 20,850 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -24.2% | 20,700 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +32.5% | 20,364 | $1.2M |
| Balboa Wealth Partners | 0.31% | Add +14.7% | 20,161 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.7% | 20,064 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +9.7% | 20,046 | $1.2M |
| Sensible Money, LLC | 0.57% | Add +75.4% | 19,799 | $1.2M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 19,356 | $1.1M |
| Onyx Financial Advisors, LLC | 0.68% | Reduce -13.0% | 19,152 | $1.1M |
| AQR Capital Management | 0.00% | New | 18,937 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -7.4% | 18,375 | $1.1M |
| WorthPointe, LLC | 0.49% | No change | 18,090 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.3% | 18,071 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +59.6% | 17,848 | $1.1M |
| Treynor Bancshares, Inc. | 1.10% | Reduce -89.3% | 17,805 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.08% | New | 17,647 | $1.0M |
| Family Investment Center, Inc. | 0.31% | Reduce -0.1% | 17,523 | $1.0M |
| JT Stratford LLC | 0.19% | Add +14.4% | 17,136 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.0M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -9.3% | 16,778 | $987K |
| D.A. Davidson & Co. | 0.01% | Add +2.1% | 16,748 | $986K |
| Texas Yale Capital Corp. | 0.05% | Reduce -2.3% | 16,708 | $983K |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 16,683 | $982K |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 16,660 | $980K |
| M&T Bank Corp | 0.00% | New | 16,495 | $971K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 16,218 | $955K |
| Prestige Wealth Management Group LLC | 0.20% | No change | 16,031 | $943K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.2% | 15,980 | $940K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.7% | 15,932 | $938K |
| CRA Financial Services, LLC | 0.19% | No change | 15,868 | $934K |
| Aspen Wealth Management LLC | 0.32% | Reduce -1.6% | 15,835 | $932K |
| Private Management Group Inc. | 0.04% | No change | 15,818 | $931K |
| 25 LLC | 0.44% | Reduce -0.0% | 15,670 | $922K |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 15,473 | $911K |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +191.3% | 15,404 | $907K |
| Rockefeller Capital Management L.P. | 0.00% | Add +27.1% | 15,349 | $903K |
| Physician Wealth Advisors, Inc. | 0.17% | Add +35.3% | 14,613 | $897K |
| Western Wealth Management, LLC | 0.07% | Add +3.9% | 15,124 | $890K |
| Wealthspire Advisors, LLC | 0.01% | Add +5.8% | 15,065 | $887K |
| Geneos Wealth Management Inc. | 0.04% | No change | 15,040 | $885K |
| Klingman & Associates, LLC | 0.06% | No change | 15,010 | $883K |
| Leo Wealth, LLC | 0.09% | Add +0.3% | 14,967 | $881K |
| Pegasus Partners Ltd. | 0.09% | No change | 14,936 | $879K |
| WestHill Financial Advisors, Inc. | 0.21% | No change | 14,887 | $876K |
| Financial Counselors Inc. | 0.01% | Add +37.3% | 14,849 | $874K |
| Valeo Financial Advisors, LLC | 0.03% | No change | 14,711 | $866K |
| Phillips Financial Management, LLC | 0.07% | Add +0.2% | 14,667 | $863K |
| North Ridge Wealth Advisors, Inc. | 0.65% | No change | 14,622 | $861K |
| Cadence Bank | 0.06% | Reduce -1.2% | 14,597 | $859K |
| Mustard Seed Financial, LLC | 0.81% | Reduce -1.4% | 14,394 | $847K |
| Summit Asset Management, LLC | 0.10% | No change | 14,345 | $844K |
| Commerce Bank | 0.01% | Reduce -0.4% | 13,952 | $821K |
| Brookstone Capital Management | 0.01% | Reduce -0.2% | 13,469 | $813K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $803K |
| Forum Private Client Group LLC | 0.37% | Reduce -16.4% | 13,234 | $779K |
| Naples Global Advisors, LLC | 0.08% | Add +0.3% | 13,152 | $774K |
| SP Asset Management LLC | 0.07% | Add +0.3% | 12,917 | $760K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -19.9% | 12,653 | $759K |
| Calydon Capital | 0.14% | Add +0.3% | 12,896 | $759K |
| Team Hewins, LLC | 0.31% | No change | 12,820 | $754K |
| Towneley Capital Management, Inc / DE | 0.17% | Add +0.3% | 12,612 | $742K |
| Valued Wealth Advisors LLC | 0.51% | Add +0.3% | 12,583 | $740K |
| Diversified Portfolios, Inc. | 0.10% | No change | 12,353 | $727K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.6% | 12,210 | $719K |
| Shira Ridge Wealth Management | 0.40% | Reduce -17.2% | 12,199 | $718K |
| Center for Financial Planning, Inc. | 0.10% | No change | 12,183 | $717K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 12,134 | $714K |
| Wealthspan Partners, LLC | 0.39% | No change | 12,060 | $710K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.4% | 11,909 | $701K |
| Trademark Financial Management, LLC | 0.56% | No change | 11,600 | $683K |
| Seaside Wealth Management, Inc. | 0.28% | No change | 11,587 | $682K |
| QRG Capital Management, Inc. | 0.01% | Add +10.0% | 11,532 | $679K |
| Evoke Wealth, LLC | 0.98% | No change | 11,371 | $669K |
| Csenge Advisory Group | 0.04% | Add +17.0% | 11,213 | $660K |
| Fortis Capital Advisors, LLC | 0.24% | New | 11,074 | $652K |
| Belpointe Asset Management LLC | 0.05% | New | 11,074 | $652K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 11,069 | $651K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 10,927 | $643K |
| Flow Traders U.S. LLC | 0.03% | Add +36.7% | 10,904 | $642K |
| Intelligent Financial Strategies | 0.39% | Reduce -6.2% | 10,666 | $628K |
| TPG Financial Advisors, LLC | 0.30% | — | 10,621 | $625K |
| Great Lakes Advisors, LLC | 0.01% | No change | 10,571 | $622K |
| Sfmg, LLC | 0.05% | Add +0.0% | 10,528 | $620K |
| Visionary Wealth Advisors | 0.04% | No change | 10,387 | $611K |
| Ritholtz Wealth Management | 0.02% | New | 10,366 | $610K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -0.6% | 10,325 | $608K |
| TruNorth Capital Management, LLC | 0.20% | Add +0.4% | 10,228 | $602K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 10,165 | $598K |
| Hanover Advisors Inc. | 0.26% | No change | 10,110 | $595K |
| Condor Capital Management | 0.06% | No change | 10,093 | $594K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 9,995 | $588K |
| Geometric Wealth Advisors | 0.12% | No change | 9,885 | $582K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +1.1% | 9,688 | $570K |
| Traction Financial Partners, LLC | 0.41% | Reduce -2.0% | 9,450 | $566K |
| Cross Staff Investments Inc | 0.47% | No change | 9,576 | $564K |
| Jones Financial Companies LLLP | 0.00% | New | 9,505 | $559K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 9,462 | $557K |
| Brogan Financial, Inc. | 0.35% | Add +0.3% | 9,401 | $553K |
| Composition Wealth, LLC | 0.01% | No change | 9,347 | $550K |
| Ironwood Financial, llc | 0.12% | No change | 9,338 | $550K |
| MAI Capital Management | 0.01% | Reduce -12.9% | 9,111 | $536K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.8% | 8,871 | $532K |
| Aerodigm Wealth, LLC | 0.24% | Add +100.0% | 9,016 | $531K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $528K |
| Hollencrest Capital Management | 0.02% | No change | 8,888 | $523K |
| Cladis Investment Advisory, LLC | 0.38% | No change | 8,875 | $522K |
| TFB Advisors LLC | 0.17% | Reduce -18.4% | 8,807 | $518K |
| Quarry Hill Advisors, LLC | 0.34% | Reduce -3.5% | 8,726 | $514K |
| Boyce & Associates Wealth Consulting, Inc. | 0.60% | Add +0.2% | 8,612 | $507K |
| Madrona Financial Services, LLC | 0.15% | Reduce -15.0% | 8,547 | $503K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.6% | 8,505 | $501K |
| Sterling Financial Planning, Inc. | 0.20% | Add +102.2% | 8,420 | $496K |
| Francis Financial, Inc. | 0.15% | New | 8,400 | $494K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.3% | 8,292 | $488K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 8,289 | $488K |
| IFG Advisors, LLC | 0.12% | New | 8,276 | $487K |
| Mather Group, Llc. | 0.01% | No change | 8,537 | $486K |
| Essential Planning, LLC. | 0.21% | Add +22.5% | 8,246 | $485K |
| Private Trust Co. NA | 0.05% | Add +51.7% | 8,114 | $478K |
| Lynch & Associates | 0.11% | Add +13.0% | 8,066 | $475K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 8,056 | $474K |
| First Western Trust Bank | 0.02% | No change | 7,994 | $470K |
| Coston, McIsaac & Partners | 0.14% | Add +195725.0% | 7,833 | $460K |
| Allied Investment Advisors, LLC | 0.11% | No change | 7,752 | $456K |
| Nicolet Bankshares Inc. | 0.10% | No change | 7,736 | $455K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 7,682 | $452K |
| PCG Wealth Advisors, LLC | 0.19% | No change | 7,504 | $442K |
| Peavine Capital, LLC | 0.11% | No change | 7,433 | $437K |
| Westwood Wealth Management | 0.17% | No change | 7,420 | $437K |
| R. W. Roge & Company, Inc. | 0.25% | Reduce -0.5% | 7,342 | $432K |
| Essex Financial Services, Inc. | 0.03% | Add +26.9% | 7,492 | $430K |
| Shared Vision Wealth Group LLC | 0.25% | No change | 7,290 | $429K |
| Marshall Financial Group Inc. | 0.14% | New | 7,239 | $426K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $423K |
| Efficient Advisors, LLC | 0.03% | Reduce -2.9% | 7,182 | $423K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -2.5% | 7,163 | $422K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $415K |
| Gill Capital Partners, LLC | 0.16% | Reduce -3.4% | 7,040 | $414K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.7% | 7,034 | $414K |
| Raymond James Trust N.A. | 0.01% | No change | 7,029 | $414K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,917 | $407K |
| Eagle Bay Advisors LLC | 0.25% | Reduce -3.2% | 6,913 | $407K |
| Williams & Novak, LLC | 0.38% | New | 6,909 | $407K |
| NorthCoast Asset Management LLC | 0.00% | No change | 6,885 | $405K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,855 | $403K |
| Cape Investment Advisory, Inc. | 0.18% | Add +7.3% | 6,724 | $396K |
| Certuity, LLC | 0.03% | Reduce -1.0% | 6,722 | $396K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | No change | 6,684 | $393K |
| Penobscot Wealth Management | 0.23% | No change | 6,519 | $391K |
| Greenspring Advisors, LLC | 0.09% | No change | 6,500 | $383K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 6,473 | $381K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -1.5% | 6,413 | $377K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Add +1.4% | 6,352 | $375K |
| Ascent Group, LLC | 0.03% | Reduce -23.3% | 6,238 | $367K |
| Rebalance, LLC | 0.03% | Add +0.3% | 6,211 | $366K |
| Karpas Strategies, LLC | 0.11% | Add +25.4% | 6,197 | $365K |
| Signature Resources Capital Management, LLC | 0.30% | No change | 6,185 | $364K |
| Clark Capital Management Group, Inc. | 0.00% | New | 6,153 | $362K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,116 | $360K |
| CENTRAL TRUST Co | 0.01% | No change | 6,099 | $359K |
| Versant Capital Management, Inc | 0.09% | Add +0.2% | 5,799 | $341K |
| Private Portfolio Partners LLC | 0.28% | Reduce -8.7% | 5,765 | $339K |
| Sharkey, Howes & Javer | 0.05% | Reduce -10.5% | 5,759 | $339K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,759 | $339K |
| Alliance Wealth Management Group | 0.10% | No change | 5,721 | $337K |
| Towercrest Capital Management | 0.06% | No change | 5,721 | $337K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $334K |
| Norden Group LLC | 0.07% | New | 5,645 | $332K |
| Townsquare Capital LLC | 0.00% | New | 5,645 | $332K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $332K |
| Apriem Advisors | 0.04% | No change | 5,610 | $330K |
| Gradient Capital Advisors, LLC | 0.12% | Reduce -22.6% | 5,527 | $325K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -0.8% | 5,518 | $325K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 5,502 | $324K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,804 | $321K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,397 | $318K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 5,331 | $314K |
| Annapolis Financial Services, LLC | 0.10% | No change | 5,301 | $312K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,299 | $312K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,296 | $312K |
| Compound Planning, Inc. | 0.02% | New | 5,260 | $310K |
| Beta Wealth Group, Inc. | 0.15% | Add +7.2% | 5,244 | $309K |
| Vance Wealth, LLC | 0.13% | Reduce -3.8% | 5,204 | $306K |
| waypoint wealth counsel | 0.23% | No change | 5,197 | $306K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -20.9% | 5,166 | $304K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 5,165 | $304K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +4.3% | 5,152 | $303K |
| SOL Capital Management CO | 0.04% | Reduce -0.6% | 5,130 | $302K |
| Burney Co./ | 0.01% | No change | 5,117 | $301K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $301K |
| Fisher Asset Management | 0.00% | Add +32.9% | 5,103 | $300K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,087 | $299K |
| Busey Bank | 0.01% | Reduce -6.0% | 5,015 | $295K |
| First National Trust Co | 0.01% | Reduce -23.1% | 5,000 | $294K |
| Focused Wealth Management, Inc | 0.04% | Reduce -0.4% | 4,955 | $292K |
| UMB Bank, n.a. | 0.00% | No change | 4,939 | $291K |
| Ameriprise Financial Inc. | 0.00% | New | 4,927 | $290K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $286K |
| One Capital Management, LLC | 0.01% | Add +0.0% | 4,834 | $285K |
| World Investment Advisors | 0.02% | Add +0.3% | 4,814 | $283K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 4,993 | $282K |
| Noesis Capital Mangement Corp. | 0.06% | New | 4,763 | $280K |
| Private Advisory Group LLC | 0.04% | No change | 4,759 | $280K |
| Whalen Wealth Management Inc. | 0.22% | Add +0.3% | 4,738 | $279K |
| Northern Financial Advisors Inc | 0.22% | Add +0.1% | 4,737 | $279K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 4,707 | $277K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $276K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $273K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.0% | 4,642 | $273K |
| Westmount Partners, LLC | 0.09% | No change | 4,561 | $269K |
| Tyche Wealth Partners LLC | 0.07% | No change | 4,538 | $267K |
| Financial Insights, Inc. | 0.07% | No change | 4,536 | $267K |
| Meridian Wealth Partners, LLC | 0.05% | No change | 4,496 | $265K |
| Builder Investment Group Inc. | 0.07% | Add +11.4% | 4,474 | $263K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 4,439 | $261K |
| Carlson Capital Management | 0.01% | No change | 4,432 | $261K |
| Bernardo Wealth Planning LLC | 0.07% | New | 4,384 | $258K |
| Advisors Management Group Inc. | 0.06% | No change | 4,392 | $258K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $253K |
| PDS Planning, Inc | 0.03% | Add +0.3% | 4,287 | $252K |
| Ellevest, Inc. | 0.02% | Add +0.3% | 4,265 | $251K |
| BIP Wealth, LLC | 0.02% | New | 4,249 | $250K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -8.7% | 4,200 | $247K |
| Motco | 0.01% | No change | 4,184 | $246K |
| Capstone Capital LLC | 0.22% | No change | 4,133 | $243K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +7.1% | 4,110 | $242K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $240K |
| Park Avenue Securities LLC | 0.00% | Reduce -17.4% | 4,061 | $239K |
| Wells Fargo & Company | 0.00% | Reduce -35.2% | 3,952 | $233K |
| Gradient Investments LLC | 0.01% | No change | 3,937 | $232K |
| Elevation Wealth Partners, LLC | 0.11% | Add +85.9% | 3,878 | $228K |
| Edge Capital Group, LLC | 0.01% | No change | 3,834 | $226K |
| HWG Holdings LP | 0.08% | — | 3,819 | $225K |
| Robinswood Financial LLC | 0.09% | No change | 3,763 | $221K |
| MJP Associates Inc. | 0.05% | Add +0.2% | 3,755 | $221K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 3,755 | $221K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -5.1% | 3,830 | $220K |
| Proathlete Wealth Management LLC | 0.10% | Add +0.3% | 3,715 | $219K |
| Brooklyn FI, LLC | 0.08% | No change | 3,676 | $216K |
| Stratos Investment Management, LLC | 0.02% | Add +0.3% | 3,575 | $210K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 3,566 | $210K |
| Accredited Investors Inc. | 0.01% | New | 3,557 | $209K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,513 | $207K |
| Raleigh Capital Management Inc. | 0.09% | No change | 3,513 | $207K |
| Accel Wealth Management | 0.08% | Reduce -25.0% | 3,510 | $207K |
| Strategic Blueprint, LLC | 0.01% | New | 3,506 | $206K |
| Brighton Jones LLC | 0.01% | Reduce -12.7% | 3,498 | $206K |
| Regions Financial Corp. | 0.00% | New | 3,485 | $205K |
| Capital Square, LLC | 0.13% | New | 3,356 | $202K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,370 | $198K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 3,361 | $198K |
| Bull Oak Capital, LLC | 0.13% | Reduce -25.0% | 3,337 | $196K |
| Glassman Wealth Services | 0.03% | No change | 3,136 | $185K |
| City State Bank | 0.07% | Add +19.0% | 2,930 | $172K |
| Financial Connections Group, Inc. | 0.09% | No change | 2,839 | $167K |
| Qube Research & Technologies Ltd | 0.00% | Add +5218.4% | 2,606 | $153K |
| McIlrath & Eck, LLC | 0.02% | Add +0.3% | 2,593 | $153K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,450 | $144K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,413 | $142K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 2,264 | $133K |
| PrairieView Partners, LLC | 0.01% | No change | 2,275 | $133K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,225 | $131K |
| Blue Trust, Inc. | 0.00% | No change | 2,273 | $130K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 2,161 | $127K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $127K |
| EdgeRock Capital LLC | 0.10% | New | 2,154 | $127K |
| Whittier Trust Co. | 0.00% | No change | 2,141 | $126K |
| Global Trust Asset Management, LLC | 0.05% | No change | 2,035 | $120K |
| WealthCollab, LLC | 0.08% | No change | 1,860 | $109K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | No change | 1,830 | $108K |
| Atmos Advisory, LLC | 0.08% | Add +0.3% | 1,815 | $107K |
| Perritt Capital Management Inc | 0.06% | Add +0.3% | 1,757 | $103K |
| Blue Chip Partners, LLC | 0.01% | New | 1,732 | $102K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,705 | $100K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,635 | $96K |
| Raffa Wealth Management, LLC | 0.03% | New | 1,584 | $93K |
| S.A. Mason LLC | 0.05% | No change | 1,491 | $88K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,291 | $76K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $73K |
| Olistico Wealth, LLC | 0.04% | New | 1,179 | $69K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,170 | $69K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,118 | $66K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 889 | $52K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 838 | $49K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -45.2% | 834 | $49K |
| Ancora Advisors LLC | 0.00% | No change | 785 | $46K |
| Sittner & Nelson, LLC | 0.02% | No change | 730 | $43K |
| Pineridge Advisors LLC | 0.01% | No change | 561 | $33K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $32K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $32K |
| Comerica Bank | 0.00% | No change | 512 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 466 | $27K |
| Continuum Advisory, LLC | 0.00% | No change | 447 | $26K |
| Colonial Trust Co / SC | 0.00% | No change | 400 | $24K |
| Flputnam Investment Management Co. | 0.00% | New | 400 | $24K |
| WASHINGTON TRUST Co | 0.00% | New | 361 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 359 | $21K |
| Fairscale Capital, LLC | 0.02% | — | 284 | $17K |
| Cornerstone Planning Group LLC | 0.00% | No change | 258 | $14K |
| BlackRock Inc. | 0.00% | New | 180 | $11K |
| JNBA Financial Advisors | 0.00% | No change | 130 | $8K |
| Running Point Capital Advisors, LLC | 0.00% | New | 104 | $6K |
| Bfsg, LLC | 0.00% | New | 65 | $4K |
| Quent Capital, LLC | 0.00% | Add +14.3% | 32 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +160.0% | 26 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -96.7% | 12 | $706 |
"% 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.