Dimensional US Eq MKT ETFDFUSETF
13F holders, Q3 2024 (September 30)611holders +18
30new positions
11sold out
3famous investors
$62.14avg. 13F price*
At the end of Q3 2024, 611 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 18 from Q2 2024. 30 opened new positions and 11 sold out. The largest holders were Prudential Financial Inc. ($544.5M), Focus Partners Wealth ($514.3M) and Index Fund Advisors, Inc. ($364.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $9.3M |
| Exits | 11 | $8.2M |
All 13F filers, Q2 2024 → Q3 2024: 21,823,606 shares bought and 2,479,299 shares sold, net +19,344,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 611 holders
| Prudential Financial Inc. | 0.77% | Add +48948.8% | 8,754,230 | $544.5M |
| Focus Partners Wealth | 1.64% | Add +12596.9% | 8,269,247 | $514.3M |
| Index Fund Advisors, Inc. | 19.32% | Reduce -1.0% | 5,859,313 | $364.4M |
| Plancorp, LLC | 12.60% | Reduce -1.6% | 4,963,934 | $308.8M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -0.6% | 4,119,516 | $256.2M |
| Creative Planning | 0.23% | Reduce -1.1% | 3,667,805 | $228.1M |
| Mercer Global Advisors Inc. | 0.50% | Reduce -3.4% | 3,504,693 | $215.8M |
| Sax Wealth Advisors, LLC | 17.83% | Add +3.5% | 3,215,281 | $200.0M |
| TCI Wealth Advisors, Inc. | 12.39% | Add +2.1% | 2,363,926 | $147.0M |
| LPL Financial LLC | 0.06% | Add +9.0% | 2,249,572 | $139.9M |
| Great Waters Wealth Management | 18.79% | Add +13.0% | 2,240,037 | $139.3M |
| Zhang Financial LLC | 8.22% | Add +11.6% | 2,094,026 | $130.2M |
| Root Financial Partners, LLC | 18.12% | Add +37.4% | 1,821,303 | $113.3M |
| Intelligence Driven Advisers, LLC | 15.70% | Add +0.0% | 1,765,457 | $109.8M |
| G2 Capital Management, LLC / Oh | 30.42% | Add +0.5% | 1,660,296 | $103.3M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +0.1% | 1,637,530 | $101.9M |
| Corient Private Wealth LP | 0.16% | Reduce -0.9% | 1,632,070 | $101.5M |
| Sequoia Financial Advisors, LLC | 1.03% | Reduce -3.1% | 1,542,942 | $96.0M |
| JFS Wealth Advisors, LLC | 5.85% | Reduce -1.2% | 1,404,656 | $87.4M |
| Focus Partners Advisor Solutions, LLC | 1.75% | Add +6.6% | 1,335,882 | $83.1M |
| Flagstone Financial Management | 27.42% | Add +1.7% | 1,314,993 | $81.8M |
| Cetera Investment Advisers | 0.18% | Add +15.5% | 1,293,763 | $80.5M |
| DiNuzzo Private Wealth, Inc. | 9.76% | Reduce -1.1% | 1,272,399 | $79.1M |
| Assetmark, Inc. | 0.23% | Add +1.5% | 1,267,774 | $78.9M |
| Private Capital Management LLC | 13.83% | Reduce -8.0% | 1,229,895 | $76.5M |
| Forum Financial Management, LP | 1.27% | Reduce -2.0% | 1,226,518 | $76.3M |
| Modera Wealth Management, LLC | 0.92% | Reduce -1.1% | 1,167,132 | $72.6M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +6.4% | 1,140,820 | $71.0M |
| Mariner, LLC | 0.13% | Add +3.4% | 1,134,149 | $70.5M |
| Foster Group, Inc. | 2.57% | Reduce -2.5% | 1,107,181 | $68.9M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -8.9% | 1,075,704 | $66.9M |
| Austin Asset Management Co Inc | 13.62% | Reduce -3.6% | 1,075,073 | $66.9M |
| JPMorgan Chase & Co. | 0.01% | Add +3.6% | 1,019,006 | $63.4M |
| Choreo, LLC | 0.93% | Reduce -0.6% | 1,027,277 | $63.2M |
| Royal Bank of Canada | 0.01% | Add +12.7% | 1,016,140 | $63.2M |
| Chicago Partners Investment Group LLC | 2.23% | Add +2.2% | 998,001 | $62.5M |
| Colony Family Offices, LLC | 18.83% | Add +1.5% | 975,320 | $60.7M |
| Evanson Asset Management, LLC | 4.22% | Add +0.8% | 961,693 | $59.8M |
| Truist Financial Corp. | 0.08% | Add +0.8% | 836,553 | $52.0M |
| Savant Capital, LLC | 0.42% | Add +17.4% | 821,637 | $51.1M |
| Heritage Wealth Management, Inc./Texas | 29.57% | Reduce -1.7% | 820,134 | $51.0M |
| 1900 Wealth Management LLC | 4.14% | Reduce -0.5% | 776,734 | $48.3M |
| RS Crum Inc. | 10.70% | Add +0.8% | 734,158 | $45.7M |
| Mason & Associates Inc | 11.05% | Add +21.3% | 711,872 | $44.3M |
| McLean Asset Management Corp | 13.03% | Add +1.3% | 695,873 | $43.2M |
| Willow Creek Wealth Management Inc. | 4.53% | Add +4.1% | 693,443 | $43.1M |
| PBMares Wealth Management LLC | 8.92% | Add +182.1% | 686,734 | $42.7M |
| Kestra Advisory Services, LLC | 0.23% | Reduce -5.0% | 658,576 | $41.0M |
| Apella Capital, LLC | 1.66% | Reduce -1.2% | 656,983 | $40.5M |
| Dynamic Advisor Solutions LLC | 1.21% | Reduce -0.4% | 650,121 | $40.4M |
| American Investment Services, Inc. | 6.64% | Reduce -1.7% | 639,554 | $39.8M |
| KM Capital Management Ltd. | 20.31% | Reduce -3.9% | 610,949 | $38.0M |
| Bank of America Corp. | 0.00% | Add +2.1% | 608,534 | $37.9M |
| Cerity Partners LLC | 0.08% | Add +3.2% | 607,878 | $37.8M |
| Wealthstream Advisors, Inc. | 6.71% | Reduce -3.9% | 593,332 | $36.9M |
| Asset Dedication, LLC | 2.45% | Add +18.7% | 584,033 | $36.3M |
| Quadcap Wealth Management, LLC | 5.52% | Add +46.6% | 567,356 | $35.3M |
| Heritage Investment Group, Inc. | 6.02% | Reduce -0.5% | 508,860 | $31.7M |
| HighTower Advisors, LLC | 0.05% | Add +0.1% | 508,721 | $31.6M |
| Equitable Holdings, Inc. | 0.30% | Reduce -0.5% | 505,331 | $31.4M |
| ARK & TLK Investments, LLC | 11.03% | Reduce -1.7% | 498,733 | $31.0M |
| Retirement Solution LLC | 7.50% | Add +0.9% | 494,726 | $30.8M |
| Disciplined Equity Management, Inc. | 19.16% | Reduce -1.5% | 488,023 | $30.4M |
| Dixon Fnancial Services, Inc. | 15.58% | Reduce -0.9% | 471,722 | $29.3M |
| Hurlow Wealth Management Group, Inc. | 9.10% | Add +2.6% | 469,049 | $29.2M |
| Pine Harbor Wealth Management, LLC | 13.27% | Add +0.5% | 428,763 | $26.7M |
| TCP Asset Management, LLC | 6.05% | Add +1.4% | 422,087 | $26.3M |
| Jackson Thornton Wealth Management, LLC | 3.38% | Add +2.7% | 411,472 | $25.6M |
| MML Investors Services, LLC | 0.09% | Add +4.6% | 391,308 | $24.3M |
| Crown Wealth Group, LLC | 10.54% | Add +3.5% | 389,729 | $24.2M |
| Strategic Investment Solutions, Inc. | 7.05% | Add +1.9% | 377,971 | $23.5M |
| Parkwoods Wealth Partners, LLC | 19.32% | — | 377,525 | $23.5M |
| Cardiff Park Advisors, LLC | 2.06% | Add +1.1% | 366,872 | $22.8M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +0.6% | 340,455 | $21.2M |
| Freedom Investment Management, Inc. | 1.58% | Add +181.7% | 319,861 | $19.9M |
| Sowell Financial Services LLC | 0.92% | Add +0.6% | 317,313 | $19.7M |
| SC&H Financial Advisors, Inc. | 4.27% | Add +12.0% | 314,485 | $19.6M |
| Security Financial Services, INC. | 3.89% | Reduce -1.6% | 307,282 | $19.1M |
| Private Advisor Group, LLC | 0.12% | Add +6.4% | 307,169 | $19.1M |
| Adero Partners, LLC | 1.16% | No change | 280,530 | $17.4M |
| Ruedi Wealth Management, Inc. | 5.85% | Add +1.0% | 274,074 | $17.0M |
| Keb Asset Management, LLC | 4.97% | Add +3.9% | 265,398 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.3% | 263,518 | $16.4M |
| CarsonAllaria Wealth Management, Ltd. | 9.28% | Reduce -1.3% | 260,129 | $16.2M |
| Mendota Financial Group, LLC | 7.72% | Add +13.7% | 259,709 | $16.2M |
| Larson Financial Group LLC | 0.88% | Reduce -5.8% | 247,829 | $15.4M |
| Meritas Wealth Management, LLC | 9.40% | Add +7.1% | 244,197 | $15.2M |
| Spire Wealth Management | 0.50% | Reduce -2.7% | 240,495 | $15.0M |
| Investmark Advisory Group LLC | 7.21% | Add +1.2% | 238,867 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +3.6% | 228,483 | $14.2M |
| Claris Advisors, LLC / Mo / | 6.11% | Add +0.0% | 226,377 | $14.1M |
| Farther Finance Advisors, LLC | 0.52% | Add +670.0% | 223,213 | $13.9M |
| Summit X, LLC | 3.36% | Reduce -4.7% | 234,571 | $13.8M |
| UBS Group AG | 0.00% | Add +9.8% | 219,336 | $13.6M |
| Private Wealth Management Group, LLC | 4.89% | Reduce -0.4% | 198,981 | $12.4M |
| GEM Asset Management, LLC | 7.01% | Add +0.3% | 199,162 | $12.3M |
| Awm Capital, LLC | 1.48% | Reduce -0.2% | 197,090 | $12.3M |
| Wealthspire Advisors, LLC | 0.12% | Add +1136.3% | 186,247 | $11.6M |
| Alpha Financial Advisors, LLC | 5.02% | Reduce -0.0% | 182,369 | $11.3M |
| Captrust Financial Advisors | 0.03% | Add +1.8% | 179,945 | $11.2M |
| Tillman Hartley LLC | 3.20% | Reduce -2.0% | 173,344 | $10.8M |
| Legacy Financial Group, Inc. | 3.64% | Add +16.0% | 173,525 | $10.7M |
| Sutton Place Investors LLC | 6.47% | Add +2.2% | 170,364 | $10.6M |
| OLIO Financial Planning | 4.41% | Add +0.5% | 201,694 | $10.5M |
| Envision Financial Planning, LLC | 5.42% | Reduce -0.3% | 165,373 | $10.3M |
| Earned Wealth Advisors, LLC | 3.07% | Add +4.3% | 162,445 | $10.1M |
| American Capital Advisory, LLC | 5.83% | Add +105.9% | 161,707 | $10.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.84% | Reduce -1.7% | 159,220 | $9.9M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.6% | 158,868 | $9.9M |
| Morgan Stanley | 0.00% | Add +0.2% | 158,618 | $9.9M |
| Concord Wealth Partners | 1.64% | Add +3.0% | 158,257 | $9.8M |
| Physician Wealth Solutions Inc. | 4.87% | Add +0.0% | 155,364 | $9.8M |
| Cedar Point Capital Partners, LLC | 6.66% | Reduce -5.6% | 155,881 | $9.7M |
| Rehmann Capital Advisory Group | 0.61% | Reduce -1.2% | 151,177 | $9.4M |
| Hill Investment Group Partners, LLC | 1.30% | Add +0.1% | 158,488 | $9.3M |
| Rf&l Wealth Management, LLC | 6.45% | Reduce -0.2% | 146,516 | $9.1M |
| PFG Advisors | 0.57% | Add +5.4% | 146,456 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.6% | 145,941 | $9.1M |
| NewEdge Advisors, LLC | 0.06% | Add +814.3% | 141,464 | $8.8M |
| Fund Evaluation Group, LLC | 0.47% | Add +2.7% | 136,285 | $8.5M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Reduce -0.5% | 130,831 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 130,670 | $8.1M |
| Betterment LLC | 0.02% | Add +11.8% | 130,406 | $8.1M |
| Raymond James & Associates | 0.00% | Add +10.0% | 130,277 | $8.1M |
| Main Street Financial Solutions, LLC | 0.74% | Add +18.8% | 129,529 | $8.1M |
| Northwest Wealth Management, LLC | 1.87% | Add +61.8% | 128,642 | $8.0M |
| HB Wealth Management, LLC | 0.08% | Reduce -0.3% | 126,673 | $7.9M |
| Quantinno Capital Management LP | 0.10% | Add +422.1% | 126,211 | $7.9M |
| Allworth Financial LP | 0.05% | Reduce -1.9% | 124,949 | $7.8M |
| FMB Wealth Management | 4.31% | Add +0.4% | 122,498 | $7.6M |
| ProVise Management Group, LLC | 0.58% | No change | 117,015 | $7.3M |
| Yardley Wealth Management LLC | 4.29% | — | 116,240 | $7.2M |
| Investment Advisory Group, LLC | 2.49% | Add +22.4% | 115,356 | $7.2M |
| Symmetry Partners, LLC | 1.66% | Reduce -64.5% | 112,486 | $7.0M |
| Altiora Financial Group, LLC | 1.54% | Reduce -0.1% | 111,630 | $6.9M |
| Bayshore Asset Management, LLC | 3.10% | Reduce -1.5% | 110,998 | $6.9M |
| Kraft Asset Management, LLC | 5.33% | Reduce -0.9% | 109,381 | $6.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.1% | 107,458 | $6.7M |
| Quantum Financial Advisors, LLC | 1.02% | Reduce -3.7% | 104,920 | $6.5M |
| Sandy Spring Bank | 0.27% | Add +1.2% | 104,894 | $6.5M |
| CFS Investment Advisory Services, LLC | 0.55% | Reduce -1.4% | 104,438 | $6.5M |
| CPA Asset Management Group, LLC | 3.06% | Add +1.1% | 101,878 | $6.3M |
| Certified Advisory Corp | 0.70% | Reduce -1.6% | 101,248 | $6.3M |
| Mission Wealth Management, LP | 0.15% | Reduce -0.3% | 100,684 | $6.3M |
| CPC Advisors, LLC | 0.92% | Reduce -11.7% | 98,953 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.5% | 98,030 | $6.1M |
| KPP Advisory Services LLC | 1.44% | Reduce -17.2% | 96,289 | $6.0M |
| Bluespring Wealth Management, LLC | 0.59% | Reduce -2.0% | 94,686 | $5.9M |
| Hemington Wealth Management | 1.58% | Reduce -8.4% | 94,825 | $5.8M |
| CVA Family Office, LLC | 0.95% | Add +95.7% | 93,968 | $5.8M |
| Pathstone Holdings, LLC | 0.03% | Add +0.2% | 93,336 | $5.8M |
| EnRich Financial Partners LLC | 1.93% | Reduce -0.1% | 92,854 | $5.8M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.3% | 91,704 | $5.7M |
| Gemmer Asset Management LLC | 0.56% | Add +0.2% | 89,335 | $5.6M |
| Trinity Financial Advisors LLC | 2.48% | Add +313.2% | 105,629 | $5.5M |
| EverSource Wealth Advisors, LLC | 0.35% | Reduce -0.6% | 88,696 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.1% | 87,043 | $5.4M |
| OneDigital Investment Advisors LLC | 0.06% | Add +58.3% | 86,064 | $5.4M |
| IFG Advisory, LLC | 0.31% | Reduce -0.3% | 78,851 | $4.9M |
| Ariadne Wealth Management, LP | 2.64% | Reduce -0.3% | 74,703 | $4.9M |
| Cypress Point Wealth Management, LLC | 1.88% | Add +31.5% | 76,915 | $4.8M |
| Dopkins Wealth Management, LLC | 3.84% | Reduce -18.0% | 76,447 | $4.8M |
| Tortoise Investment Management, LLC | 0.50% | Add +13.4% | 76,221 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.20% | No change | 75,341 | $4.7M |
| LVZ, Inc. | 0.59% | Add +5.2% | 73,925 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.16% | Add +4.9% | 71,439 | $4.4M |
| Herold Advisors, Inc. | 0.92% | Add +9.9% | 68,167 | $4.2M |
| Advisory Services Network, LLC | 0.09% | No change | 70,224 | $4.1M |
| Bridgewater Advisors Inc. | 0.43% | Reduce -0.5% | 65,384 | $4.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.9% | 65,904 | $4.1M |
| Vestia Personal Wealth Advisors | 3.85% | Add +2.4% | 65,686 | $4.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Reduce -0.1% | 65,246 | $4.1M |
| Hardy Reed LLC | 0.36% | No change | 64,006 | $4.0M |
| Waypoint Capital Advisors, LLC | 0.84% | Add +26.2% | 63,370 | $3.9M |
| First National Bank & Trust Co. of Newtown | 0.75% | Add +14.8% | 62,939 | $3.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +11.9% | 60,833 | $3.8M |
| Cwm, LLC | 0.02% | Add +3.7% | 60,465 | $3.8M |
| HTG Investment Advisors, Inc. | 1.76% | No change | 60,058 | $3.7M |
| Lauterbach Financial Advisors, LLC | 2.25% | Add +19.9% | 59,425 | $3.7M |
| CWA Asset Management Group, LLC | 0.20% | — | 59,092 | $3.7M |
| Brown Advisory Inc. | 0.00% | No change | 59,078 | $3.7M |
| Waverly Advisors, LLC | 0.07% | Add +0.0% | 58,108 | $3.6M |
| Independent Wealth Network Inc. | 1.60% | Add +7.4% | 58,058 | $3.6M |
| Websterrogers Financial Advisors, LLC | 1.26% | Reduce -0.7% | 57,970 | $3.6M |
| Clarity Capital Advisors, LLC | 2.50% | Add +0.3% | 56,000 | $3.5M |
| LGL Partners, LLC | 0.49% | No change | 55,743 | $3.5M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $3.4M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -5.1% | 54,530 | $3.4M |
| Acorn Wealth Advisors, LLC | 1.43% | Reduce -1.6% | 53,412 | $3.3M |
| Montag A & Associates Inc. | 0.15% | Add +0.2% | 50,817 | $3.2M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 51,002 | $3.2M |
| Syverson Strege & Co | 1.05% | Add +0.1% | 50,205 | $3.1M |
| Sterling Wealth Management, Inc. | 1.16% | Add +0.2% | 50,073 | $3.1M |
| Lodestone Wealth Management LLC | 1.51% | Add +36.0% | 48,516 | $3.0M |
| Financial Council, LLC | 1.57% | No change | 48,387 | $3.0M |
| Red Door Wealth Management, LLC | 0.49% | No change | 47,654 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.6% | 47,168 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.40% | Reduce -2.7% | 47,051 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.5% | 45,495 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -0.5% | 45,495 | $2.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.38% | Reduce -17.1% | 45,302 | $2.8M |
| Beaird Harris Wealth Management, LLC | 0.25% | Add +1.4% | 45,123 | $2.8M |
| True Wealth Design, LLC | 1.09% | Reduce -0.1% | 44,885 | $2.8M |
| Retirement Planning Group, LLC | 0.15% | Add +23.3% | 44,748 | $2.8M |
| Andrews, Lucia Wealth Management LLC | 1.96% | Reduce -0.4% | 47,054 | $2.8M |
| Kathleen S. Wright Associates Inc. | 1.13% | Add +2.1% | 44,065 | $2.7M |
| Avestar Capital, LLC | 0.30% | Reduce -0.1% | 44,048 | $2.7M |
| Caerus Investment Advisors, LLC | 2.60% | No change | 44,020 | $2.7M |
| Elevate Wealth Advisory, Inc. | 2.01% | Add +1.4% | 43,432 | $2.7M |
| Elser Financial Planning, Inc | 3.86% | Reduce -95.6% | 42,766 | $2.7M |
| LRI Investments, LLC | 0.26% | No change | 40,655 | $2.6M |
| Werba Rubin Papier Wealth Management | 0.61% | Add +0.4% | 41,855 | $2.6M |
| DBK Financial Counsel, LLC | 2.62% | Add +13.0% | 41,725 | $2.6M |
| Northern Trust Corp. | 0.00% | No change | 40,745 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +9.6% | 40,087 | $2.5M |
| Lam Group, Inc. | 1.72% | No change | 39,042 | $2.4M |
| Cambridge Financial Group, LLC | 1.01% | Add +2.0% | 38,873 | $2.4M |
| NBT Bank, N.A. | 0.16% | No change | 38,463 | $2.4M |
| Team Hewins, LLC | 0.91% | Add +197.0% | 38,081 | $2.4M |
| Maryland Capital Advisors Inc. | 1.14% | No change | 37,731 | $2.3M |
| Squire Investment Management Company, LLC | 1.07% | Add +9.5% | 36,248 | $2.3M |
| ETF Portfolio Partners, Inc. | 0.64% | No change | 34,999 | $2.2M |
| Amarillo National Bank | 0.39% | No change | 34,028 | $2.1M |
| Aptus Capital Advisors, LLC | 0.03% | Add +7.4% | 33,085 | $2.1M |
| Yoder Wealth Management, Inc. | 1.23% | Reduce -1.5% | 32,957 | $2.0M |
| Cassady Schiller Wealth Management, LLC | 0.73% | No change | 32,123 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 31,688 | $2.0M |
| AQR Capital Management | 0.00% | Add +67.2% | 31,663 | $2.0M |
| FMR LLC | 0.00% | Add +11.9% | 31,479 | $2.0M |
| Kavar Capital Partners Group, LLC | 0.31% | Add +0.1% | 31,176 | $1.9M |
| Shearwater Capital LLC | 1.34% | Add +11.9% | 31,172 | $1.9M |
| Aprio Wealth Management, LLC | 0.31% | No change | 30,668 | $1.9M |
| Berger Financial Group, Inc | 0.14% | Add +36.2% | 30,609 | $1.9M |
| Simplicity Wealth,LLC | 0.17% | Reduce -7.4% | 30,276 | $1.9M |
| US Bancorp \de | 0.00% | Add +11.7% | 30,185 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.05% | No change | 29,619 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +3.0% | 28,991 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | No change | 28,906 | $1.8M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -5.8% | 28,895 | $1.8M |
| Grunden Financial Advisory, Inc. | 0.88% | Reduce -0.9% | 28,739 | $1.8M |
| Dodds Wealth, LLC | 0.60% | Reduce -3.0% | 28,639 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -1.0% | 28,704 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +23.2% | 28,515 | $1.8M |
| Verdence Capital Advisors LLC | 0.14% | Reduce -3.1% | 28,142 | $1.8M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 27,977 | $1.7M |
| Abacus Wealth Partners, LLC | 0.26% | No change | 27,970 | $1.7M |
| Beacon Financial Advisory LLC | 0.58% | Reduce -3.0% | 27,591 | $1.7M |
| Winthrop Advisory Group LLC | 0.21% | Add +0.1% | 27,442 | $1.7M |
| Allegiance Financial Group Advisory Services LLC | 0.59% | Add +1.5% | 27,403 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -2.7% | 27,378 | $1.7M |
| SJS Investment Consulting Inc. | 0.30% | No change | 27,330 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.28% | Reduce -1.2% | 27,268 | $1.7M |
| Biltmore Family Office, LLC | 0.29% | No change | 27,266 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.7% | 26,940 | $1.7M |
| Renaissance Technologies | 0.00% | Add +28.5% | 26,600 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.0% | 26,503 | $1.6M |
| Life Planning Partners, Inc | 1.47% | Add +5.5% | 26,379 | $1.6M |
| Falcon Wealth Planning | 0.19% | No change | 26,205 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.83% | Reduce -0.9% | 25,986 | $1.6M |
| Marcum Wealth, LLC | 0.15% | Add +0.2% | 25,896 | $1.6M |
| WNY Asset Management, LLC | 0.19% | Add +2.7% | 25,582 | $1.6M |
| Sensible Money, LLC | 0.69% | Add +28.0% | 25,336 | $1.6M |
| FAS Wealth Partners, Inc. | 0.12% | Add +0.2% | 25,091 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +0.3% | 24,944 | $1.6M |
| Five Oceans Advisors | 0.74% | Reduce -0.4% | 24,831 | $1.5M |
| Safeguard Investment Advisory Group, LLC | 0.44% | Reduce -4.7% | 24,651 | $1.5M |
| Parallel Advisors, LLC | 0.04% | Add +0.2% | 24,272 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.7% | 24,130 | $1.5M |
| Arista Wealth Management, LLC | 0.36% | Reduce -0.8% | 23,880 | $1.5M |
| Truepoint, Inc. | 0.04% | No change | 23,822 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -4.4% | 23,720 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +9.6% | 23,577 | $1.5M |
| Applied Capital LLC | 0.75% | Reduce -0.8% | 23,454 | $1.5M |
| Red Tortoise LLC | 0.72% | Add +0.1% | 23,070 | $1.4M |
| Advisory Services & Investments, LLC | 0.97% | Reduce -5.8% | 22,923 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | No change | 22,878 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +2.1% | 22,838 | $1.4M |
| Merriman Wealth Management, LLC | 0.06% | Reduce -2.1% | 22,645 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +9.9% | 22,378 | $1.4M |
| Keybank National Association | 0.01% | Add +6.0% | 22,311 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.2% | 22,307 | $1.4M |
| Beacon Financial Strategies CORP | 0.94% | No change | 22,239 | $1.4M |
| Lakeshore Financial Planning, Inc. | 0.61% | Add +6.5% | 22,201 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Add +9.8% | 22,022 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +8.0% | 21,655 | $1.3M |
| Balboa Wealth Partners | 0.34% | Add +7.2% | 21,616 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.31% | No change | 21,515 | $1.3M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.92% | Reduce -0.6% | 21,485 | $1.3M |
| Smith Chas P & Associates Pa Cpas | 0.08% | Reduce -0.6% | 21,485 | $1.3M |
| Parkside Financial Bank & Trust | 0.19% | No change | 21,396 | $1.3M |
| Drive Wealth Management, LLC | 0.34% | Reduce -8.4% | 20,853 | $1.3M |
| MBM Wealth Consultants, LLC | 0.41% | No change | 20,831 | $1.3M |
| Smartleaf Asset Management LLC | 0.15% | Reduce -12.2% | 19,554 | $1.2M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 19,356 | $1.2M |
| Onyx Financial Advisors, LLC | 0.65% | Add +0.0% | 19,154 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +13.6% | 19,017 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +2.9% | 18,904 | $1.2M |
| Clark Asset Management, LLC | 0.25% | Reduce -17.6% | 18,869 | $1.2M |
| BWM Planning, LLC | 0.51% | — | 18,396 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.8% | 18,384 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +19.2% | 18,355 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +92.1% | 18,259 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +0.2% | 18,115 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.08% | No change | 17,647 | $1.1M |
| WorthPointe, LLC | 0.46% | Reduce -2.9% | 17,574 | $1.1M |
| Family Investment Center, Inc. | 0.27% | Reduce -0.1% | 17,505 | $1.1M |
| Centennial Bank | 0.50% | New | 17,494 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.9% | 17,083 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.19% | Add +14.3% | 16,707 | $1.1M |
| Treynor Bancshares, Inc. | 1.08% | Reduce -5.1% | 16,889 | $1.1M |
| Coston, McIsaac & Partners | 0.30% | Add +115.2% | 16,859 | $1.0M |
| Texas Yale Capital Corp. | 0.05% | No change | 16,708 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 16,683 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 16,660 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 16,495 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 16,218 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +36.0% | 16,202 | $1.0M |
| Prestige Wealth Management Group LLC | 0.21% | No change | 16,031 | $997K |
| CRA Financial Services, LLC | 0.18% | No change | 15,868 | $987K |
| 25 LLC | 0.42% | Add +0.1% | 15,687 | $976K |
| Private Management Group Inc. | 0.03% | Reduce -0.9% | 15,668 | $975K |
| Geneos Wealth Management Inc. | 0.04% | Add +3.3% | 15,531 | $966K |
| Aspen Wealth Management LLC | 0.29% | Reduce -3.3% | 15,308 | $952K |
| Measured Wealth Private Client Group, LLC | 0.32% | Reduce -9.3% | 15,212 | $946K |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.2% | 15,183 | $944K |
| Phillips Financial Management, LLC | 0.07% | Add +2.4% | 15,013 | $934K |
| Leo Wealth, LLC | 0.09% | Add +0.3% | 15,005 | $933K |
| JT Stratford LLC | 0.16% | Reduce -12.7% | 14,963 | $931K |
| Pegasus Partners Ltd. | 0.09% | No change | 14,936 | $929K |
| Western Wealth Management, LLC | 0.05% | Reduce -1.6% | 14,888 | $926K |
| WestHill Financial Advisors, Inc. | 0.21% | Reduce -0.1% | 14,870 | $925K |
| Financial Counselors Inc. | 0.01% | No change | 14,849 | $924K |
| North Ridge Wealth Advisors, Inc. | 0.62% | No change | 14,622 | $909K |
| Cadence Bank | 0.06% | Reduce -1.1% | 14,443 | $898K |
| Summit Asset Management, LLC | 0.10% | No change | 14,345 | $892K |
| Mustard Seed Financial, LLC | 0.73% | Reduce -1.2% | 14,226 | $885K |
| Shira Ridge Wealth Management | 0.45% | Add +16.4% | 14,206 | $884K |
| Commerce Bank | 0.01% | Reduce -0.3% | 13,907 | $865K |
| Brookstone Capital Management | 0.01% | Add +3.1% | 13,883 | $864K |
| Safeguard Financial, LLC | 0.20% | New | 13,801 | $858K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $848K |
| Diversify Advisory Services, LLC | 0.05% | Add +5.7% | 13,376 | $846K |
| JFG Wealth Management, LLC | 0.23% | New | 13,239 | $823K |
| Naples Global Advisors, LLC | 0.08% | No change | 13,152 | $818K |
| Forum Private Client Group LLC | 0.36% | Reduce -0.9% | 13,112 | $816K |
| SP Asset Management LLC | 0.07% | Add +0.3% | 12,949 | $805K |
| Bernardo Wealth Planning LLC | 0.19% | Add +187.0% | 12,582 | $795K |
| Towneley Capital Management, Inc / DE | 0.18% | Add +0.2% | 12,639 | $786K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 12,165 | $771K |
| Diversified Portfolios, Inc. | 0.08% | No change | 12,353 | $768K |
| Sanctuary Advisors, LLC | 0.00% | Add +101.4% | 11,687 | $762K |
| Wealthspan Partners, LLC | 0.38% | Add +1.4% | 12,228 | $761K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,210 | $759K |
| Calydon Capital | 0.12% | No change | 12,896 | $759K |
| Center for Financial Planning, Inc. | 0.10% | No change | 12,183 | $758K |
| Valued Wealth Advisors LLC | 0.49% | Reduce -3.8% | 12,111 | $753K |
| Csenge Advisory Group | 0.04% | Add +6.6% | 11,952 | $751K |
| Stonebrook Private Inc. | 0.19% | Reduce -79.3% | 11,793 | $734K |
| Klingman & Associates, LLC | 0.05% | Reduce -21.9% | 11,724 | $729K |
| Trademark Financial Management, LLC | 0.57% | No change | 11,600 | $722K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Add +117.5% | 11,595 | $721K |
| Seaside Wealth Management, Inc. | 0.27% | No change | 11,587 | $721K |
| Evoke Wealth, LLC | 0.02% | No change | 11,371 | $707K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.9% | 11,312 | $704K |
| Fortis Capital Advisors, LLC | 0.23% | No change | 11,074 | $689K |
| Belpointe Asset Management LLC | 0.04% | No change | 11,074 | $689K |
| Williams & Novak, LLC | 0.64% | Add +59.3% | 11,009 | $685K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 10,970 | $682K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 10,954 | $681K |
| Faithward Advisors, LLC | 0.12% | New | 10,634 | $661K |
| TPG Financial Advisors, LLC | 0.30% | No change | 10,621 | $661K |
| Great Lakes Advisors, LLC | 0.01% | No change | 10,571 | $658K |
| waypoint wealth counsel | 0.44% | Add +100.0% | 10,394 | $647K |
| Sfmg, LLC | 0.05% | Reduce -1.3% | 10,393 | $646K |
| Ritholtz Wealth Management | 0.02% | No change | 10,366 | $645K |
| Acorn Financial Advisory Services Inc. | 0.11% | No change | 10,325 | $642K |
| MAI Capital Management | 0.01% | Add +13.1% | 10,302 | $641K |
| TruNorth Capital Management, LLC | 0.19% | No change | 10,228 | $636K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 10,190 | $634K |
| Intelligent Financial Strategies | 0.35% | Reduce -4.6% | 10,180 | $633K |
| Hanover Advisors Inc. | 0.26% | Reduce -0.0% | 10,108 | $629K |
| Condor Capital Management | 0.06% | No change | 10,093 | $628K |
| Geometric Wealth Advisors | 0.11% | No change | 9,885 | $615K |
| Greenspring Advisors, LLC | 0.13% | Add +51.8% | 9,869 | $614K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 9,851 | $613K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +0.7% | 9,760 | $607K |
| LJI Wealth Management, LLC | 0.12% | New | 9,598 | $597K |
| Cross Staff Investments Inc | 0.46% | No change | 9,576 | $596K |
| Visionary Wealth Advisors | 0.04% | Reduce -8.1% | 9,551 | $594K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 9,462 | $589K |
| Brogan Financial, Inc. | 0.33% | Add +0.3% | 9,425 | $586K |
| Composition Wealth, LLC | 0.01% | Reduce -0.8% | 9,271 | $577K |
| Ironwood Financial, llc | 0.12% | Reduce -1.4% | 9,212 | $573K |
| Sterling Financial Planning, Inc. | 0.21% | Add +8.9% | 9,173 | $571K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $559K |
| Cladis Investment Advisory, LLC | 0.38% | No change | 8,875 | $552K |
| TFB Advisors LLC | 0.16% | Add +0.3% | 8,835 | $550K |
| Townsquare Capital LLC | 0.01% | Add +55.4% | 8,774 | $546K |
| Quarry Hill Advisors, LLC | 0.36% | Reduce -0.6% | 8,676 | $540K |
| Aspect Partners, LLC | 0.30% | New | 8,635 | $537K |
| Mather Group, Llc. | 0.01% | Add +1.1% | 8,632 | $537K |
| Boyce & Associates Wealth Consulting, Inc. | 0.56% | Add +0.2% | 8,630 | $537K |
| Madrona Financial Services, LLC | 0.15% | No change | 8,547 | $532K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.3% | 8,527 | $530K |
| Essex Financial Services, Inc. | 0.04% | Add +11.4% | 8,347 | $528K |
| Francis Financial, Inc. | 0.14% | No change | 8,400 | $522K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.2% | 8,306 | $517K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 8,289 | $516K |
| IFG Advisors, LLC | 0.11% | No change | 8,276 | $515K |
| Essential Planning, LLC. | 0.21% | No change | 8,246 | $513K |
| Cape Investment Advisory, Inc. | 0.20% | Add +20.9% | 8,129 | $506K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 8,056 | $501K |
| Canvas Wealth Advisors, LLC | 0.14% | Add +55.4% | 8,007 | $498K |
| First Western Trust Bank | 0.02% | No change | 7,994 | $497K |
| Hibernia Wealth Partners, LLC | 0.17% | New | 7,925 | $493K |
| Ameriprise Financial Inc. | 0.00% | Add +60.9% | 7,925 | $493K |
| Raymond James Trust N.A. | 0.01% | Add +11.7% | 7,850 | $488K |
| Allied Investment Advisors, LLC | 0.10% | No change | 7,752 | $482K |
| Nicolet Bankshares Inc. | 0.10% | No change | 7,736 | $481K |
| Traction Financial Partners, LLC | 0.38% | Reduce -18.5% | 7,699 | $479K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $478K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.2% | 7,616 | $474K |
| Hollencrest Capital Management | 0.02% | Reduce -15.0% | 7,555 | $470K |
| PCG Wealth Advisors, LLC | 0.18% | No change | 7,504 | $467K |
| Global Retirement Partners, LLC | 0.01% | Add +5.8% | 7,439 | $463K |
| Peavine Capital, LLC | 0.11% | No change | 7,433 | $462K |
| Westwood Wealth Management | 0.18% | No change | 7,420 | $462K |
| Wells Fargo & Company | 0.00% | Add +85.4% | 7,326 | $456K |
| R. W. Roge & Company, Inc. | 0.24% | Reduce -0.5% | 7,302 | $454K |
| Shared Vision Wealth Group LLC | 0.24% | No change | 7,290 | $453K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $447K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $438K |
| Client 1ST Advisory Group, LLC | 0.17% | New | 6,951 | $432K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,917 | $430K |
| Eagle Bay Advisors LLC | 0.16% | No change | 6,913 | $430K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -3.6% | 6,907 | $430K |
| NorthCoast Asset Management LLC | 0.00% | No change | 6,885 | $428K |
| Efficient Advisors, LLC | 0.03% | Reduce -4.4% | 6,863 | $427K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.2% | 6,705 | $417K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $416K |
| Penobscot Wealth Management | 0.22% | No change | 6,519 | $405K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.3% | 6,489 | $404K |
| Private Trust Co. NA | 0.04% | Reduce -21.1% | 6,400 | $398K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -0.9% | 6,353 | $395K |
| Certuity, LLC | 0.04% | Reduce -5.5% | 6,349 | $395K |
| Hutchens & Kramer Investment Management Group, LLC | 0.22% | Add +0.7% | 6,396 | $394K |
| Signature Resources Capital Management, LLC | 0.36% | Add +1.1% | 6,256 | $389K |
| Flow Traders U.S. LLC | 0.02% | Reduce -42.8% | 6,236 | $388K |
| Rebalance, LLC | 0.03% | Add +0.3% | 6,227 | $387K |
| Gill Capital Partners, LLC | 0.14% | Reduce -11.6% | 6,226 | $387K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 6,153 | $383K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,116 | $380K |
| CENTRAL TRUST Co | 0.01% | No change | 6,099 | $379K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.2% | 6,023 | $375K |
| Washington Trust Bank | 0.04% | New | 6,013 | $374K |
| Stewardship Advisors, LLC | 0.11% | New | 6,007 | $374K |
| Ascent Group, LLC | 0.03% | Reduce -5.3% | 5,904 | $367K |
| Norden Group LLC | 0.04% | Add +2.4% | 5,783 | $360K |
| Sharkey, Howes & Javer | 0.05% | Add +0.3% | 5,774 | $359K |
| Perigon Wealth Management, LLC | 0.01% | No change | 5,759 | $358K |
| Alliance Wealth Management Group | 0.09% | No change | 5,721 | $356K |
| Towercrest Capital Management | 0.06% | No change | 5,721 | $356K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $353K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $351K |
| Apriem Advisors | 0.04% | No change | 5,610 | $349K |
| Versant Capital Management, Inc | 0.08% | Reduce -3.6% | 5,591 | $348K |
| Private Portfolio Partners LLC | 0.06% | Reduce -3.5% | 5,565 | $346K |
| Leavell Investment Management, Inc. | 0.02% | New | 5,520 | $343K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 5,502 | $342K |
| Builder Investment Group Inc. | 0.09% | Add +20.1% | 5,372 | $334K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,402 | $333K |
| Gradient Capital Advisors, LLC | 0.11% | Reduce -3.3% | 5,346 | $333K |
| Annapolis Financial Services, LLC | 0.10% | No change | 5,301 | $330K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,299 | $330K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,296 | $329K |
| Compound Planning, Inc. | 0.02% | Reduce -0.4% | 5,240 | $326K |
| Strategy Asset Managers LLC | 0.06% | New | 5,180 | $322K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 5,165 | $321K |
| Burney Co./ | 0.01% | No change | 5,117 | $318K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $318K |
| Beta Wealth Group, Inc. | 0.14% | Reduce -2.6% | 5,108 | $318K |
| Fisher Asset Management | 0.00% | No change | 5,103 | $317K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,087 | $316K |
| Vance Wealth, LLC | 0.12% | Reduce -2.5% | 5,073 | $316K |
| Busey Bank | 0.01% | No change | 5,015 | $312K |
| First National Trust Co | 0.01% | No change | 5,000 | $311K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $311K |
| Focused Wealth Management, Inc | 0.04% | Add +0.2% | 4,967 | $309K |
| UMB Bank, n.a. | 0.00% | No change | 4,939 | $307K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $302K |
| One Capital Management, LLC | 0.01% | No change | 4,834 | $301K |
| World Investment Advisors | 0.01% | Add +0.3% | 4,826 | $300K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 4,763 | $296K |
| Private Advisory Group LLC | 0.04% | No change | 4,759 | $296K |
| Whalen Wealth Management Inc. | 0.21% | Add +0.3% | 4,750 | $295K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,707 | $293K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $292K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $289K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 4,642 | $289K |
| Westmount Partners, LLC | 0.09% | No change | 4,561 | $284K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,538 | $282K |
| Financial Insights, Inc. | 0.09% | No change | 4,536 | $282K |
| Aerodigm Wealth, LLC | 0.18% | Reduce -50.0% | 4,508 | $280K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,496 | $280K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,480 | $279K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -18.8% | 4,480 | $279K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,439 | $276K |
| Carlson Capital Management | 0.01% | Add +0.1% | 4,434 | $276K |
| SOL Capital Management CO | 0.03% | Reduce -14.2% | 4,400 | $274K |
| Advisors Management Group Inc. | 0.06% | No change | 4,392 | $273K |
| Park Avenue Securities LLC | 0.00% | Add +7.4% | 4,360 | $271K |
| Northern Financial Advisors Inc | 0.20% | Reduce -8.5% | 4,333 | $270K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 4,298 | $267K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $267K |
| Ellevest, Inc. | 0.01% | Add +0.3% | 4,276 | $266K |
| BIP Wealth, LLC | 0.02% | No change | 4,249 | $264K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -0.0% | 4,199 | $261K |
| Motco | 0.03% | No change | 4,184 | $260K |
| Capstone Capital LLC | 0.21% | No change | 4,133 | $257K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 4,110 | $256K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $254K |
| Elios Financial Group Inc. | 0.11% | — | 3,995 | $248K |
| Gradient Investments LLC | 0.01% | No change | 3,937 | $245K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -4.0% | 3,677 | $240K |
| Elevation Wealth Partners, LLC | 0.10% | Reduce -0.8% | 3,847 | $239K |
| Edge Capital Group, LLC | 0.01% | No change | 3,834 | $238K |
| HWG Holdings LP | 0.08% | No change | 3,819 | $238K |
| Robinswood Financial LLC | 0.09% | No change | 3,763 | $234K |
| MJP Associates Inc. | 0.04% | Add +0.2% | 3,762 | $234K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 3,762 | $234K |
| Proathlete Wealth Management LLC | 0.10% | Add +0.3% | 3,725 | $232K |
| Brooklyn FI, LLC | 0.08% | No change | 3,676 | $229K |
| Stratos Investment Management, LLC | 0.02% | No change | 3,575 | $222K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 3,566 | $222K |
| Accredited Investors Inc. | 0.01% | No change | 3,557 | $221K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,556 | $221K |
| Capital Square, LLC | 0.13% | Add +5.7% | 3,547 | $221K |
| Raleigh Capital Management Inc. | 0.08% | No change | 3,513 | $218K |
| Strategic Blueprint, LLC | 0.01% | Add +0.2% | 3,512 | $218K |
| Accel Wealth Management | 0.08% | No change | 3,510 | $218K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 3,509 | $218K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | New | 3,502 | $218K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $217K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 3,384 | $210K |
| American Financial Advisors, LLC | 0.03% | New | 3,372 | $210K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,370 | $210K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 3,370 | $210K |
| RB Capital Management, LLC | 0.05% | New | 3,361 | $209K |
| Planning Center, Inc. | 0.03% | New | 3,264 | $203K |
| Lynch & Associates | 0.04% | Reduce -59.6% | 3,257 | $203K |
| Bull Oak Capital, LLC | 0.11% | Reduce -5.0% | 3,171 | $197K |
| Voisard Asset Management Group, Inc. | 0.08% | New | 4,702 | $196K |
| Glassman Wealth Services | 0.03% | No change | 3,136 | $195K |
| City State Bank | 0.07% | No change | 2,930 | $182K |
| Financial Connections Group, Inc. | 0.09% | No change | 2,839 | $176K |
| McIlrath & Eck, LLC | 0.02% | Add +0.3% | 2,600 | $162K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,450 | $152K |
| PrairieView Partners, LLC | 0.01% | No change | 2,275 | $141K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 2,264 | $141K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,225 | $138K |
| First Community Trust NA | 0.11% | New | 2,207 | $137K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 2,161 | $134K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $134K |
| Blue Trust, Inc. | 0.00% | No change | 2,273 | $134K |
| Whittier Trust Co. | 0.00% | No change | 2,141 | $133K |
| Raffa Wealth Management, LLC | 0.03% | Add +27.0% | 2,012 | $125K |
| WealthCollab, LLC | 0.08% | No change | 1,860 | $116K |
| Truvestments Capital LLC | 0.03% | New | 1,833 | $114K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | No change | 1,830 | $114K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -10.6% | 1,820 | $113K |
| Atmos Advisory, LLC | 0.08% | Add +0.2% | 1,819 | $113K |
| Perritt Capital Management Inc | 0.06% | Add +0.3% | 1,762 | $110K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,705 | $106K |
| University of Texas/Texas Am Investment Management Co. | 0.02% | New | 1,640 | $102K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -0.7% | 1,623 | $101K |
| Bristlecone Advisors, LLC | 0.01% | New | 1,606 | $100K |
| S.A. Mason LLC | 0.05% | No change | 1,491 | $93K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 1,295 | $81K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,250 | $78K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $78K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,170 | $73K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,118 | $70K |
| Olistico Wealth, LLC | 0.04% | Reduce -6.7% | 1,100 | $68K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 889 | $55K |
| Gleason Group, Inc. | 0.01% | Reduce -2.4% | 818 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -3.2% | 807 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 785 | $49K |
| Arax Advisory Partners | 0.00% | New | 752 | $47K |
| Sittner & Nelson, LLC | 0.02% | No change | 730 | $45K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 562 | $35K |
| Barrett & Company, Inc. | 0.01% | Add +0.4% | 538 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $33K |
| Comerica Bank | 0.00% | No change | 512 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 466 | $29K |
| Continuum Advisory, LLC | 0.00% | No change | 447 | $29K |
| Colonial Trust Co / SC | 0.00% | No change | 400 | $25K |
| WASHINGTON TRUST Co | 0.00% | No change | 361 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 359 | $22K |
| Fairscale Capital, LLC | 0.02% | Add +12.7% | 320 | $20K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 280 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.4% | 259 | $16K |
| Principal Securities, Inc. | 0.00% | Add +1316.7% | 170 | $11K |
| Evolution Advisers, Inc. | 0.00% | New | 137 | $8K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 104 | $6K |
| Bfsg, LLC | 0.00% | No change | 65 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 53 | $3K |
| Quent Capital, LLC | 0.00% | Add +6.3% | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $2K |
| Davis Capital Management | 0.00% | New | 20 | $1K |
"% 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.