Dimensional US Eq MKT ETFDFUSETF
13F holders, Q4 2024 (December 31)697holders +86
30new positions
17sold out
3famous investors
$63.76avg. 13F price*
At the end of Q4 2024, 697 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 86 from Q3 2024. 30 opened new positions and 17 sold out. The largest holders were Prudential Financial Inc. ($1.7B), Focus Partners Wealth ($537.0M) and Index Fund Advisors, Inc. ($370.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $65.7M |
| Exits | 17 | $13.5M |
All 13F filers, Q3 2024 → Q4 2024: 25,772,535 shares bought and 4,375,238 shares sold, net +21,397,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 697 holders
| Prudential Financial Inc. | 2.31% | Add +201.4% | 26,381,889 | $1.7B |
| Focus Partners Wealth | 1.40% | Add +1.9% | 8,423,973 | $537.0M |
| Index Fund Advisors, Inc. | 20.00% | Reduce -0.9% | 5,803,530 | $370.0M |
| Plancorp, LLC | 12.54% | Reduce -3.5% | 4,790,947 | $305.4M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.9% | 4,041,518 | $257.6M |
| Creative Planning | 0.22% | Reduce -1.7% | 3,604,136 | $229.8M |
| Sax Wealth Advisors, LLC | 16.31% | Add +1.7% | 3,269,813 | $208.5M |
| Great Waters Wealth Management | 20.54% | Add +12.1% | 2,511,066 | $160.1M |
| LPL Financial LLC | 0.06% | Add +7.7% | 2,421,592 | $154.4M |
| Zhang Financial LLC | 8.65% | Add +13.2% | 2,369,405 | $151.0M |
| TCI Wealth Advisors, Inc. | 12.48% | Reduce -0.9% | 2,343,045 | $149.4M |
| Root Financial Partners, LLC | 18.31% | Add +27.2% | 2,316,725 | $147.7M |
| Mercer Global Advisors Inc. | 0.27% | Reduce -51.0% | 1,715,870 | $109.4M |
| Focus Partners Advisor Solutions, LLC | 1.84% | Add +28.3% | 1,714,150 | $109.3M |
| G2 Capital Management, LLC / Oh | 31.41% | Add +0.7% | 1,671,385 | $106.6M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -0.2% | 1,634,374 | $104.2M |
| Corient Private Wealth LP | 0.17% | Reduce -2.9% | 1,584,822 | $101.0M |
| Sequoia Financial Advisors, LLC | 0.91% | Reduce -4.5% | 1,473,325 | $93.9M |
| Cetera Investment Advisers | 0.19% | Add +9.1% | 1,411,227 | $90.0M |
| JFS Wealth Advisors, LLC | 6.10% | Reduce -0.3% | 1,401,173 | $89.3M |
| Raymond James Financial Inc. | 0.03% | — | 1,329,212 | $84.7M |
| Flagstone Financial Management | 28.07% | Add +0.8% | 1,325,005 | $84.5M |
| Intelligence Driven Advisers, LLC | 15.85% | Reduce -25.1% | 1,321,902 | $84.3M |
| Forum Financial Management, LP | 1.33% | Add +2.9% | 1,261,486 | $80.4M |
| Assetmark, Inc. | 0.21% | Reduce -3.7% | 1,221,382 | $77.9M |
| DiNuzzo Private Wealth, Inc. | 9.71% | Reduce -5.4% | 1,203,541 | $76.7M |
| Private Capital Management LLC | 14.90% | Reduce -4.8% | 1,171,069 | $74.7M |
| Mariner, LLC | 0.13% | Add +3.1% | 1,169,659 | $74.6M |
| Modera Wealth Management, LLC | 0.89% | Reduce -1.0% | 1,154,992 | $73.6M |
| Royal Bank of Canada | 0.02% | Add +11.0% | 1,128,166 | $71.9M |
| Mason & Associates Inc | 16.55% | Add +55.0% | 1,103,360 | $70.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.8% | 1,094,495 | $69.8M |
| Austin Asset Management Co Inc | 14.23% | Reduce -0.3% | 1,072,156 | $68.3M |
| Savant Capital, LLC | 0.51% | Add +25.0% | 1,026,767 | $65.5M |
| Foster Group, Inc. | 2.49% | Reduce -7.4% | 1,025,226 | $65.4M |
| Choreo, LLC | 0.94% | Reduce -0.2% | 1,024,925 | $65.3M |
| Chicago Partners Investment Group LLC | 2.17% | Add +1.6% | 1,014,132 | $65.1M |
| Elser Financial Planning, Inc | 3.83% | Add +2245.6% | 1,003,123 | $63.9M |
| Colony Family Offices, LLC | 19.67% | Add +0.7% | 982,327 | $62.6M |
| Evanson Asset Management, LLC | 4.24% | Add +1.0% | 971,577 | $61.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 923,477 | $58.9M |
| Truist Financial Corp. | 0.08% | Add +0.9% | 843,989 | $53.8M |
| Heritage Wealth Management, Inc./Texas | 30.07% | Reduce -2.3% | 801,370 | $51.1M |
| 1900 Wealth Management LLC | 4.12% | Reduce -0.9% | 769,980 | $49.1M |
| PBMares Wealth Management LLC | 9.74% | Add +8.8% | 747,513 | $47.7M |
| Bank of America Corp. | 0.00% | Add +18.3% | 719,979 | $45.9M |
| Willow Creek Wealth Management Inc. | 4.64% | Add +2.9% | 713,498 | $45.5M |
| RS Crum Inc. | 11.22% | Reduce -2.9% | 712,814 | $45.4M |
| McLean Asset Management Corp | 13.15% | Reduce -1.3% | 686,575 | $43.8M |
| Quadcap Wealth Management, LLC | 6.26% | Add +17.6% | 667,196 | $42.5M |
| OLIO Financial Planning | 14.89% | Add +229.8% | 665,186 | $42.4M |
| Apella Capital, LLC | 1.61% | Add +0.2% | 658,494 | $42.0M |
| Dynamic Advisor Solutions LLC | 1.80% | Add +0.4% | 652,680 | $41.6M |
| Asset Dedication, LLC | 3.25% | Add +11.0% | 648,217 | $41.3M |
| Everest Private Wealth | 36.29% | — | 646,347 | $41.2M |
| American Investment Services, Inc. | 7.23% | Add +0.1% | 640,349 | $40.8M |
| KM Capital Management Ltd. | 20.17% | Add +0.1% | 611,389 | $39.0M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -8.6% | 601,666 | $38.4M |
| Wealth Management Nebraska | 6.23% | — | 600,697 | $38.3M |
| Wealthstream Advisors, Inc. | 6.90% | Reduce -1.2% | 586,452 | $37.4M |
| Cerity Partners LLC | 0.08% | Reduce -5.6% | 573,756 | $36.6M |
| Vermillion Wealth Management, Inc. | 18.36% | — | 562,446 | $35.9M |
| Essential Planning, LLC. | 0.22% | Add +6396.7% | 535,720 | $34.3M |
| Aspen Wealth Management LLC | 10.05% | Add +3374.3% | 531,842 | $33.9M |
| Equitable Holdings, Inc. | 0.32% | Add +3.0% | 520,654 | $33.2M |
| Heritage Investment Group, Inc. | 6.05% | Reduce -0.2% | 508,067 | $32.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.3% | 507,143 | $32.3M |
| Crown Wealth Group, LLC | 12.87% | Add +27.3% | 496,192 | $31.6M |
| Pine Harbor Wealth Management, LLC | 12.66% | Add +15.1% | 493,431 | $31.5M |
| ARK & TLK Investments, LLC | 10.89% | Reduce -1.4% | 491,758 | $31.3M |
| Hurlow Wealth Management Group, Inc. | 9.55% | Add +2.3% | 479,713 | $30.6M |
| Retirement Solution LLC | 7.91% | Reduce -4.2% | 473,728 | $30.2M |
| Disciplined Equity Management, Inc. | 19.34% | Reduce -4.1% | 468,148 | $29.8M |
| Dixon Fnancial Services, Inc. | 15.68% | Reduce -4.0% | 452,859 | $28.9M |
| Graver Capital Management, LLC | 29.67% | — | 445,379 | $28.4M |
| AG Asset Advisory, LLC | 28.20% | — | 443,403 | $28.3M |
| TCP Asset Management, LLC | 6.06% | Add +2.1% | 431,098 | $27.5M |
| Jackson Thornton Wealth Management, LLC | 3.43% | Add +3.4% | 425,320 | $27.1M |
| MML Investors Services, LLC | 0.09% | Add +5.2% | 411,552 | $26.2M |
| Parkwoods Wealth Partners, LLC | 19.22% | Add +0.4% | 378,996 | $24.2M |
| Cardiff Park Advisors, LLC | 2.28% | Add +2.3% | 375,113 | $23.9M |
| SC&H Financial Advisors, Inc. | 4.81% | Add +16.1% | 365,039 | $23.3M |
| Timonier Family Office, LTD. | 11.70% | — | 357,756 | $22.8M |
| Morgan Stanley | 0.00% | Add +114.7% | 340,497 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -6.0% | 319,866 | $20.4M |
| Sterling Wealth Advisors Inc | 15.33% | — | 306,475 | $19.5M |
| Freedom Investment Management, Inc. | 1.61% | Reduce -4.8% | 304,414 | $19.4M |
| Warwick Investment Management, Inc. | 3.88% | New | 295,166 | $18.8M |
| Private Advisor Group, LLC | 0.10% | Reduce -4.8% | 292,459 | $18.6M |
| Security Financial Services, INC. | 3.79% | Reduce -5.0% | 292,032 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.6% | 288,887 | $18.4M |
| Ruedi Wealth Management, Inc. | 5.76% | Add +4.4% | 286,057 | $18.2M |
| Adero Partners, LLC | 1.15% | No change | 280,530 | $17.9M |
| Keb Asset Management, LLC | 5.14% | Add +5.6% | 280,352 | $17.9M |
| Summit X, LLC | 3.80% | Add +14.7% | 269,083 | $17.2M |
| Strategic Investment Solutions, Inc. | 5.71% | Reduce -17.1% | 313,248 | $17.0M |
| Fischer Investment Strategies, LLC | 13.52% | New | 266,839 | $17.0M |
| CarsonAllaria Wealth Management, Ltd. | 9.66% | Add +1.8% | 264,822 | $16.9M |
| Babb Wealth Advisors LLC | 12.98% | — | 252,727 | $16.1M |
| Meritas Wealth Management, LLC | 9.68% | Add +3.4% | 252,464 | $16.1M |
| Allodium Investment Consultants, LLC | 13.28% | — | 249,384 | $15.9M |
| Pillar Financial Advisors, LLC | 12.05% | — | 246,897 | $15.7M |
| Investmark Advisory Group LLC | 7.65% | Add +2.4% | 244,686 | $15.6M |
| Larson Financial Group LLC | 0.81% | Reduce -1.6% | 243,972 | $15.6M |
| Spire Wealth Management | 0.48% | Add +0.5% | 241,574 | $15.4M |
| Stratos Wealth Partners, LTD. | 0.21% | Reduce -0.4% | 227,569 | $14.5M |
| Claris Advisors, LLC / Mo / | 5.44% | Add +0.2% | 226,878 | $14.5M |
| Farther Finance Advisors, LLC | 0.52% | Add +1.2% | 225,943 | $14.4M |
| Mendota Financial Group, LLC | 9.16% | Reduce -14.7% | 221,634 | $14.1M |
| Trinity Financial Advisors LLC | 5.27% | Add +106.3% | 217,876 | $13.9M |
| UBS Group AG | 0.00% | Reduce -1.7% | 215,627 | $13.7M |
| GEM Asset Management, LLC | 7.17% | Add +1.3% | 201,695 | $12.9M |
| Tassel Capital Management, Inc. | 11.19% | — | 197,781 | $12.6M |
| Private Wealth Management Group, LLC | 4.82% | Reduce -0.8% | 197,471 | $12.6M |
| McMill Wealth Management | 5.01% | — | 194,080 | $12.4M |
| Awm Capital, LLC | 1.48% | Reduce -3.4% | 190,378 | $12.1M |
| Legacy Financial Group, Inc. | 3.81% | Add +7.0% | 185,671 | $11.8M |
| Alpha Financial Advisors, LLC | 5.26% | Reduce -0.1% | 182,228 | $11.6M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -2.4% | 181,861 | $11.6M |
| David Wealth Management LLC | 9.52% | — | 180,737 | $11.5M |
| Captrust Financial Advisors | 0.03% | Add +0.3% | 180,399 | $11.5M |
| Tillman Hartley LLC | 3.29% | Add +3.5% | 179,461 | $11.4M |
| American Capital Advisory, LLC | 6.20% | Add +8.5% | 175,503 | $11.2M |
| Sutton Place Investors LLC | 6.26% | Reduce -0.5% | 169,492 | $10.8M |
| Earned Wealth Advisors, LLC | 3.37% | Add +1.6% | 165,033 | $10.5M |
| Envision Financial Planning, LLC | 5.43% | Reduce -0.3% | 164,814 | $10.5M |
| Hughes Financial Services, LLC | 2.15% | — | 164,222 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +9.8% | 160,232 | $10.2M |
| Northwest Wealth Management, LLC | 2.14% | Add +23.1% | 158,344 | $10.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.82% | Reduce -0.8% | 157,970 | $10.1M |
| Concord Wealth Partners | 1.65% | Reduce -0.2% | 157,909 | $10.1M |
| Physician Wealth Solutions Inc. | 4.96% | No change | 155,364 | $9.9M |
| Cedar Point Capital Partners, LLC | 6.70% | Reduce -0.4% | 155,247 | $9.9M |
| NewEdge Advisors, LLC | 0.06% | Add +9.5% | 154,925 | $9.9M |
| Rehmann Capital Advisory Group | 0.62% | Add +1.8% | 153,961 | $9.8M |
| PFG Advisors | 0.60% | Add +4.7% | 153,276 | $9.8M |
| Cornerstone Financial Group, LLC | 9.43% | — | 150,187 | $9.6M |
| Bernardo Wealth Planning LLC | 2.26% | Add +1086.4% | 149,272 | $9.4M |
| Rf&l Wealth Management, LLC | 6.60% | Reduce -0.1% | 146,431 | $9.3M |
| Two Sigma Investments, LP | 0.02% | New | 144,000 | $9.2M |
| Main Street Financial Solutions, LLC | 0.87% | Add +6.6% | 138,118 | $8.8M |
| Hill Investment Group Partners, LLC | 1.17% | Reduce -13.5% | 137,116 | $8.7M |
| Fund Evaluation Group, LLC | 0.41% | Add +0.0% | 136,345 | $8.7M |
| Sowell Financial Services LLC | 0.46% | Reduce -57.1% | 136,139 | $8.7M |
| Yardley Wealth Management LLC | 4.19% | Add +16.8% | 135,707 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 134,206 | $8.6M |
| Investment Advisory Group, LLC | 2.85% | Add +15.8% | 133,598 | $8.5M |
| Capstone Wealth Management, LLC | 8.13% | — | 130,546 | $8.3M |
| Seneschal Advisors, LLC | 6.91% | — | 129,629 | $8.3M |
| HB Wealth Management, LLC | 0.08% | Add +1.3% | 128,357 | $8.2M |
| Robertson Stephens Wealth Management, LLC | 0.28% | Reduce -6.3% | 122,631 | $7.8M |
| FMB Wealth Management | 4.39% | Reduce -0.3% | 122,192 | $7.8M |
| Allworth Financial LP | 0.04% | Reduce -6.3% | 117,135 | $7.8M |
| Quantinno Capital Management LP | 0.07% | Reduce -6.5% | 118,002 | $7.5M |
| Cypress Point Wealth Management, LLC | 2.34% | Add +52.9% | 117,630 | $7.5M |
| Kondo Wealth Advisors, Inc. | 3.71% | — | 114,645 | $7.3M |
| SeaBridge Investment Advisors LLC | 1.53% | New | 114,487 | $7.3M |
| BostonPremier Wealth LLC | 4.38% | — | 113,396 | $7.2M |
| Innovative Wealth Building LLC | 6.51% | — | 112,937 | $7.2M |
| JDH Wealth Management, LLC | 6.24% | — | 111,699 | $7.1M |
| Altiora Financial Group, LLC | 1.55% | No change | 111,630 | $7.1M |
| Bayshore Asset Management, LLC | 3.26% | Add +0.4% | 111,468 | $7.1M |
| CPA Asset Management Group, LLC | 3.30% | Add +9.2% | 111,260 | $7.1M |
| Kraft Asset Management, LLC | 5.39% | Reduce -1.3% | 107,962 | $7.0M |
| Symmetry Partners, LLC | 0.97% | Reduce -5.2% | 106,635 | $6.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.9% | 106,472 | $6.8M |
| Quantum Financial Advisors, LLC | 1.02% | No change | 104,920 | $6.7M |
| VSM Wealth Advisory, LLC | 2.37% | — | 104,313 | $6.6M |
| Sandy Spring Bank | 0.27% | Reduce -0.7% | 104,162 | $6.6M |
| Topsail Wealth Management, LLC | 1.40% | — | 102,627 | $6.5M |
| CFS Investment Advisory Services, LLC | 0.58% | Reduce -2.7% | 101,607 | $6.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +206.5% | 101,410 | $6.5M |
| Betterment LLC | 0.02% | Reduce -22.6% | 100,896 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.2% | 100,143 | $6.4M |
| Ridgeline Wealth, LLC | 5.20% | — | 100,052 | $6.4M |
| Certified Advisory Corp | 0.69% | Reduce -1.5% | 99,740 | $6.4M |
| KPP Advisory Services LLC | 1.49% | Add +3.1% | 99,302 | $6.3M |
| Ariadne Wealth Management, LP | 2.83% | Add +25.4% | 93,696 | $6.2M |
| Aurelius Family Office LLC | 3.11% | — | 96,684 | $6.2M |
| CPC Advisors, LLC | 0.84% | Reduce -2.4% | 96,536 | $6.2M |
| Burk Holdings LLC | 4.91% | — | 95,169 | $6.1M |
| Pathstone Holdings, LLC | 0.03% | Add +0.3% | 93,583 | $6.1M |
| EverSource Wealth Advisors, LLC | 0.34% | Add +6.1% | 94,073 | $6.0M |
| Hemington Wealth Management | 1.48% | Reduce -2.8% | 92,186 | $5.9M |
| EnRich Financial Partners LLC | 1.95% | Reduce -1.0% | 91,945 | $5.9M |
| Clearstead Advisors, LLC | 0.09% | Reduce -0.8% | 90,973 | $5.8M |
| Gemmer Asset Management LLC | 0.56% | Add +0.1% | 89,460 | $5.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.0% | 86,165 | $5.5M |
| Vantage Point Financial LLC | 2.90% | — | 84,526 | $5.4M |
| LVZ, Inc. | 0.68% | Add +12.9% | 83,460 | $5.3M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -3.3% | 83,223 | $5.3M |
| Dopkins Wealth Management, LLC | 2.70% | Add +8.8% | 83,200 | $5.3M |
| Oak Wealth Advisors LLC | 4.05% | — | 82,549 | $5.3M |
| Bluespring Wealth Management, LLC | 0.53% | Reduce -14.6% | 80,896 | $5.2M |
| Mission Wealth Management, LP | 0.12% | Reduce -19.8% | 80,749 | $5.1M |
| CVA Family Office, LLC | 0.80% | Reduce -15.5% | 79,378 | $5.1M |
| IFG Advisory, LLC | 0.28% | Reduce -0.3% | 78,585 | $5.0M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +6.2% | 75,865 | $4.8M |
| Herold Advisors, Inc. | 1.04% | Add +10.0% | 74,990 | $4.8M |
| Tortoise Investment Management, LLC | 0.48% | Reduce -6.7% | 71,121 | $4.5M |
| First National Bank & Trust Co. of Newtown | 0.94% | Add +12.3% | 70,709 | $4.5M |
| Advisory Services Network, LLC | 0.08% | No change | 70,224 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.9% | 69,819 | $4.5M |
| Avant Financial Advisors LLC | 3.97% | — | 67,836 | $4.3M |
| Vestia Personal Wealth Advisors | 3.47% | Add +0.7% | 66,133 | $4.2M |
| EP Wealth Advisors, LLC | 0.03% | Add +133.6% | 65,339 | $4.2M |
| Bridgewater Advisors Inc. | 0.43% | No change | 65,384 | $4.2M |
| Lauterbach Financial Advisors, LLC | 2.48% | Add +7.8% | 64,044 | $4.1M |
| Cwm, LLC | 0.02% | Add +5.9% | 64,029 | $4.1M |
| Hardy Reed LLC | 0.36% | No change | 64,006 | $4.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Reduce -2.9% | 63,334 | $4.0M |
| Independent Wealth Network Inc. | 1.59% | Add +5.8% | 61,446 | $3.9M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -20.5% | 59,872 | $3.8M |
| Brown Advisory Inc. | 0.00% | Add +1.1% | 59,717 | $3.8M |
| HTG Investment Advisors, Inc. | 1.73% | Reduce -1.3% | 59,305 | $3.8M |
| CWA Asset Management Group, LLC | 0.19% | Add +0.1% | 59,179 | $3.8M |
| Waverly Advisors, LLC | 0.06% | Add +0.1% | 58,145 | $3.7M |
| Websterrogers Financial Advisors, LLC | 1.28% | Reduce -0.4% | 57,728 | $3.7M |
| L.K. Benson & Company, P.C. | 2.55% | — | 56,706 | $3.6M |
| MPWM Advisory Solutions, LLC | 2.62% | — | 56,212 | $3.6M |
| Clarity Capital Advisors, LLC | 2.40% | Add +0.3% | 56,143 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +2.7% | 56,005 | $3.6M |
| CLG LLC | 1.27% | — | 55,746 | $3.6M |
| LGL Partners, LLC | 0.52% | No change | 55,743 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -8.9% | 55,395 | $3.5M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $3.5M |
| Bank of Montreal | 0.00% | Add +1.2% | 51,593 | $3.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -67.6% | 51,514 | $3.3M |
| Montag A & Associates Inc. | 0.15% | Add +0.3% | 50,956 | $3.2M |
| Sterling Wealth Management, Inc. | 1.18% | Add +0.3% | 50,209 | $3.2M |
| Renaissance Technologies | 0.00% | Add +85.7% | 49,400 | $3.1M |
| Coston, McIsaac & Partners | 0.93% | Add +191.0% | 49,053 | $3.1M |
| Kathleen S. Wright Associates Inc. | 1.29% | Add +10.2% | 48,545 | $3.1M |
| Financial Council, LLC | 1.59% | No change | 48,387 | $3.1M |
| Lodestone Wealth Management LLC | 1.55% | Reduce -0.3% | 48,373 | $3.1M |
| Red Door Wealth Management, LLC | 0.47% | No change | 47,654 | $3.0M |
| Acorn Wealth Advisors, LLC | 1.24% | Reduce -11.8% | 47,106 | $3.0M |
| Syverson Strege & Co | 0.99% | Reduce -7.3% | 46,546 | $3.0M |
| FMR LLC | 0.00% | Add +47.6% | 46,454 | $3.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.44% | Add +1.8% | 46,133 | $2.9M |
| Andrews, Lucia Wealth Management LLC | 1.96% | Add +0.1% | 47,108 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.68% | Add +8.1% | 45,223 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.7% | 45,198 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -0.7% | 45,198 | $2.9M |
| Beaird Harris Wealth Management, LLC | 0.25% | No change | 45,123 | $2.9M |
| Retirement Planning Group, LLC | 0.14% | Add +0.1% | 44,779 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.40% | Reduce -5.3% | 44,540 | $2.8M |
| Elevate Wealth Advisory, Inc. | 2.11% | Add +1.6% | 44,136 | $2.8M |
| DBK Financial Counsel, LLC | 2.83% | Add +5.7% | 44,082 | $2.8M |
| Avestar Capital, LLC | 0.25% | No change | 44,048 | $2.8M |
| Caerus Investment Advisors, LLC | 2.64% | No change | 44,020 | $2.8M |
| True Wealth Design, LLC | 1.05% | Reduce -5.2% | 42,559 | $2.7M |
| Squire Investment Management Company, LLC | 1.18% | Add +16.2% | 42,124 | $2.7M |
| Northern Trust Corp. | 0.00% | No change | 40,745 | $2.6M |
| LRI Investments, LLC | 0.25% | No change | 40,655 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -16.5% | 39,400 | $2.5M |
| Lam Group, Inc. | 1.77% | No change | 39,042 | $2.5M |
| Parkworth Wealth Management, Inc. | 2.06% | — | 38,917 | $2.5M |
| Factor Wealth Management LTD | 0.81% | — | 38,467 | $2.5M |
| Maryland Capital Advisors Inc. | 1.11% | No change | 37,731 | $2.4M |
| Curio Wealth, LLC | 1.28% | — | 37,361 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +66.8% | 37,322 | $2.4M |
| NBT Bank, N.A. | 0.16% | Reduce -3.9% | 36,959 | $2.4M |
| Cambridge Financial Group, LLC | 0.98% | Reduce -7.3% | 36,032 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -10.8% | 35,765 | $2.3M |
| Berger Financial Group, Inc | 0.16% | Add +16.6% | 35,698 | $2.3M |
| AQR Capital Management | 0.00% | Add +11.3% | 35,232 | $2.2M |
| ETF Portfolio Partners, Inc. | 0.67% | No change | 34,999 | $2.2M |
| Amarillo National Bank | 0.40% | No change | 34,028 | $2.2M |
| XY Planning Network, Inc. | 1.63% | — | 33,998 | $2.2M |
| Yoder Wealth Management, Inc. | 1.16% | Reduce -0.2% | 32,898 | $2.1M |
| Cassady Schiller Wealth Management, LLC | 0.75% | No change | 32,123 | $2.0M |
| Strategic Financial Concepts, LLC | 0.39% | New | 32,059 | $2.0M |
| Shearwater Capital LLC | 1.38% | Add +2.5% | 31,964 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 31,688 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +6.4% | 31,515 | $2.0M |
| Team Hewins, LLC | 0.78% | Reduce -17.5% | 31,402 | $2.0M |
| Kavar Capital Partners Group, LLC | 0.34% | Add +0.1% | 31,215 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +6.6% | 30,813 | $2.0M |
| US Bancorp \de | 0.00% | No change | 30,185 | $1.9M |
| BCO Wealth Management LLC | 1.59% | — | 29,915 | $1.9M |
| Dodds Wealth, LLC | 0.61% | Add +0.2% | 28,696 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Add +3.8% | 29,782 | $1.9M |
| Aprio Wealth Management, LLC | 0.28% | Reduce -2.9% | 29,767 | $1.9M |
| Avantax Planning Partners, Inc. | 0.07% | No change | 28,906 | $1.8M |
| Physician Wealth Advisors, Inc. | 0.31% | Add +70.8% | 28,533 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -1.4% | 28,115 | $1.8M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $1.8M |
| Abacus Wealth Partners, LLC | 0.27% | No change | 27,970 | $1.8M |
| Grunden Financial Advisory, Inc. | 0.86% | Reduce -3.1% | 27,854 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | Reduce -4.0% | 27,838 | $1.8M |
| Life Planning Partners, Inc | 1.63% | Add +5.0% | 27,696 | $1.8M |
| Winthrop Advisory Group LLC | 0.21% | Add +0.1% | 27,470 | $1.8M |
| Tiaa Trust, National Association | 0.01% | No change | 27,378 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.29% | No change | 27,268 | $1.7M |
| Allegiance Financial Group Advisory Services LLC | 0.56% | Reduce -1.9% | 26,896 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.4% | 26,844 | $1.7M |
| Biltmore Family Office, LLC | 0.29% | Reduce -1.6% | 26,815 | $1.7M |
| Verdence Capital Advisors LLC | 0.14% | Reduce -4.8% | 26,802 | $1.7M |
| Beacon Financial Advisory LLC | 0.55% | Reduce -4.0% | 26,496 | $1.7M |
| SJS Investment Consulting Inc. | 0.29% | Reduce -3.3% | 26,430 | $1.7M |
| Falcon Wealth Planning | 0.19% | No change | 26,205 | $1.7M |
| Greenwood Capital Associates LLC | 0.22% | New | 26,143 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -1.6% | 26,084 | $1.7M |
| Marcum Wealth, LLC | 0.14% | Add +0.3% | 25,974 | $1.7M |
| Lakeshore Financial Planning, Inc. | 0.70% | Add +16.1% | 25,768 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.86% | Reduce -1.5% | 25,601 | $1.6M |
| SwitchPoint Financial Planning, LLC | 1.55% | — | 25,440 | $1.6M |
| FAS Wealth Partners, Inc. | 0.13% | Add +0.3% | 25,162 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +0.4% | 25,034 | $1.6M |
| Citrine Capital LLC | 1.17% | — | 24,875 | $1.6M |
| Five Oceans Advisors | 0.72% | Reduce -0.3% | 24,766 | $1.6M |
| Sensible Money, LLC | 0.69% | Reduce -2.3% | 24,748 | $1.6M |
| Bell Bank | 0.12% | New | 24,462 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -1.0% | 24,027 | $1.5M |
| WNY Asset Management, LLC | 0.19% | Reduce -6.4% | 23,940 | $1.5M |
| Arista Wealth Management, LLC | 0.36% | Reduce -0.2% | 23,840 | $1.5M |
| Truepoint, Inc. | 0.04% | Reduce -0.0% | 23,812 | $1.5M |
| LJI Wealth Management, LLC | 0.30% | Add +148.0% | 23,807 | $1.5M |
| Safeguard Investment Advisory Group, LLC | 0.41% | Reduce -4.4% | 23,567 | $1.5M |
| Safeguard Financial, LLC | 0.32% | Add +68.9% | 23,304 | $1.5M |
| Applied Capital LLC | 0.76% | Reduce -1.5% | 23,100 | $1.5M |
| Red Tortoise LLC | 0.77% | Add +0.1% | 23,096 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.3% | 22,543 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -5.5% | 22,424 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.6% | 22,315 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -2.8% | 22,240 | $1.4M |
| Beacon Financial Strategies CORP | 0.95% | No change | 22,239 | $1.4M |
| Keybank National Association | 0.01% | Reduce -0.5% | 22,211 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +21.6% | 22,197 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.0% | 22,077 | $1.4M |
| Financial Counselors Inc. | 0.02% | Add +48.4% | 22,038 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +212.3% | 21,600 | $1.4M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.0% | 21,580 | $1.4M |
| K2 Financial Inc. | 1.36% | — | 21,557 | $1.4M |
| Smith Chas P & Associates Pa Cpas | 0.08% | Reduce -0.4% | 21,390 | $1.4M |
| Merriman Wealth Management, LLC | 0.06% | Reduce -7.7% | 20,903 | $1.3M |
| MBM Wealth Consultants, LLC | 0.39% | No change | 20,831 | $1.3M |
| Wick Capital Partners, LLC | 0.38% | New | 20,323 | $1.3M |
| Clarity Wealth Development LLC | 1.40% | — | 19,692 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +235.7% | 20,216 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Reduce -7.0% | 20,131 | $1.3M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -6.2% | 20,062 | $1.3M |
| Smartleaf Asset Management LLC | 0.13% | No change | 19,554 | $1.3M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 19,356 | $1.2M |
| BWM Planning, LLC | 0.53% | Add +4.1% | 19,151 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 19,017 | $1.2M |
| First Financial Group Corp | 1.34% | — | 19,003 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 18,921 | $1.2M |
| Clark Asset Management, LLC | 0.22% | Add +0.0% | 18,875 | $1.2M |
| Williams & Novak, LLC | 1.14% | Add +68.9% | 18,593 | $1.2M |
| Onyx Financial Advisors, LLC | 0.65% | Reduce -3.4% | 18,507 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.17% | No change | 18,355 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.3% | 18,178 | $1.2M |
| Drive Wealth Management, LLC | 0.28% | Reduce -13.9% | 17,957 | $1.1M |
| Centennial Bank | 0.53% | Add +1.6% | 17,778 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.08% | No change | 17,647 | $1.1M |
| Professional Financial Advisors, LLC | 0.29% | New | 17,565 | $1.1M |
| WorthPointe, LLC | 0.46% | Reduce -1.6% | 17,287 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.1M |
| Treynor Bancshares, Inc. | 1.14% | Add +0.2% | 16,929 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.25% | Reduce -21.4% | 16,915 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.5% | 16,767 | $1.1M |
| Family Investment Center, Inc. | 0.27% | Reduce -4.4% | 16,742 | $1.1M |
| Texas Yale Capital Corp. | 0.04% | No change | 16,708 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +6.3% | 16,513 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 16,495 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 16,218 | $1.0M |
| Prestige Wealth Management Group LLC | 0.21% | No change | 16,031 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +7.5% | 16,004 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -4.1% | 15,999 | $1.0M |
| CRA Financial Services, LLC | 0.17% | No change | 15,868 | $1.0M |
| 25 LLC | 0.42% | Add +0.1% | 15,710 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.25% | Add +95.7% | 15,673 | $999K |
| Valeo Financial Advisors, LLC | 0.03% | No change | 15,183 | $968K |
| Measured Wealth Private Client Group, LLC | 0.31% | Reduce -0.6% | 15,114 | $964K |
| JT Stratford LLC | 0.16% | Reduce -0.1% | 14,950 | $953K |
| Poinciana Advisors Group, LLC | 0.97% | — | 14,942 | $953K |
| WestHill Financial Advisors, Inc. | 0.21% | No change | 14,870 | $948K |
| Private Management Group Inc. | 0.03% | Reduce -6.5% | 14,658 | $934K |
| North Ridge Wealth Advisors, Inc. | 0.65% | No change | 14,622 | $932K |
| Cadence Bank | 0.06% | No change | 14,443 | $921K |
| Summit Asset Management, LLC | 0.16% | No change | 14,345 | $914K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.4% | 14,300 | $912K |
| Leo Wealth, LLC | 0.08% | Reduce -5.5% | 14,177 | $904K |
| Shira Ridge Wealth Management | 0.44% | Reduce -1.4% | 14,006 | $893K |
| Financial Harvest, LLC | 0.75% | — | 13,981 | $891K |
| Phillips Financial Management, LLC | 0.07% | Reduce -7.2% | 13,938 | $889K |
| Commerce Bank | 0.01% | Reduce -0.1% | 13,887 | $885K |
| Mustard Seed Financial, LLC | 0.72% | Reduce -2.9% | 13,814 | $881K |
| Kestra Investment Management, LLC | 0.03% | New | 13,754 | $877K |
| Bank of New York Mellon Corp | 0.00% | Reduce -43.2% | 13,715 | $874K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -18.0% | 13,667 | $871K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $869K |
| Naples Global Advisors, LLC | 0.08% | No change | 13,152 | $838K |
| Forum Private Client Group LLC | 0.37% | Reduce -0.1% | 13,094 | $835K |
| JFG Wealth Management, LLC | 0.19% | Reduce -1.6% | 13,025 | $830K |
| SP Asset Management LLC | 0.07% | Add +0.4% | 12,996 | $828K |
| IFG Advisors, LLC | 0.16% | Add +56.8% | 12,977 | $827K |
| Calydon Capital | 0.16% | Add +0.6% | 12,974 | $827K |
| Milestone Asset Management Group, LLC | 0.73% | — | 12,871 | $821K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -33.0% | 12,664 | $807K |
| Fisher Asset Management | 0.00% | Add +143.8% | 12,440 | $793K |
| Montis Financial, LLC | 0.24% | New | 12,393 | $790K |
| Diversified Portfolios, Inc. | 0.09% | Reduce -0.1% | 12,337 | $786K |
| Wealthspan Partners, LLC | 0.37% | No change | 12,228 | $780K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,210 | $778K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 12,208 | $778K |
| Center for Financial Planning, Inc. | 0.10% | No change | 12,183 | $777K |
| Townsquare Capital LLC | 0.01% | Add +38.8% | 12,180 | $776K |
| Valued Wealth Advisors LLC | 0.48% | Add +0.0% | 12,116 | $772K |
| Sanctuary Advisors, LLC | 0.00% | No change | 11,687 | $772K |
| Cathy Pareto & Associates, Inc. | 0.69% | — | 11,727 | $748K |
| Klingman & Associates, LLC | 0.05% | No change | 11,724 | $747K |
| Trademark Financial Management, LLC | 0.59% | No change | 11,600 | $740K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 11,595 | $739K |
| Seaside Wealth Management, Inc. | 0.27% | No change | 11,587 | $739K |
| QRG Capital Management, Inc. | 0.01% | Add +1.4% | 11,469 | $731K |
| Evoke Wealth, LLC | 0.02% | No change | 11,371 | $725K |
| Csenge Advisory Group | 0.04% | Reduce -5.4% | 11,306 | $721K |
| NorthRock Partners, LLC | 0.02% | Add +0.4% | 10,993 | $701K |
| Faithward Advisors, LLC | 0.12% | Add +2.8% | 10,930 | $697K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +11.2% | 10,854 | $692K |
| TPG Financial Advisors, LLC | 0.29% | No change | 10,621 | $677K |
| Fortis Capital Advisors, LLC | 0.23% | No change | 11,074 | $677K |
| Belpointe Asset Management LLC | 0.04% | No change | 11,074 | $677K |
| Essex Financial Services, Inc. | 0.05% | Add +27.1% | 10,605 | $676K |
| Great Lakes Advisors, LLC | 0.01% | No change | 10,571 | $674K |
| Towneley Capital Management, Inc / DE | 0.16% | Reduce -16.6% | 10,543 | $672K |
| waypoint wealth counsel | 0.43% | No change | 10,394 | $663K |
| Ritholtz Wealth Management | 0.02% | No change | 10,366 | $661K |
| Private Advisory Group LLC | 0.07% | Add +117.7% | 10,361 | $661K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +0.0% | 10,328 | $658K |
| Sfmg, LLC | 0.05% | Reduce -1.0% | 10,291 | $656K |
| TruNorth Capital Management, LLC | 0.18% | No change | 10,228 | $652K |
| Curi Capital, LLC | 0.01% | Add +0.4% | 10,227 | $652K |
| Hanover Advisors Inc. | 0.27% | Add +0.8% | 10,191 | $650K |
| Condor Capital Management | 0.06% | No change | 10,093 | $643K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -24.1% | 10,154 | $642K |
| Bannerman Wealth Management Group, LLC | 0.53% | — | 10,045 | $640K |
| Intelligent Financial Strategies | 0.35% | Reduce -2.2% | 9,958 | $635K |
| Geometric Wealth Advisors | 0.11% | No change | 9,885 | $630K |
| Midland Wealth Advisors, LLC | 0.04% | Add +0.3% | 9,881 | $630K |
| Greenspring Advisors, LLC | 0.14% | No change | 9,869 | $629K |
| Sincerus Advisory, LLC | 0.67% | — | 9,732 | $620K |
| Cross Staff Investments Inc | 0.43% | No change | 9,576 | $610K |
| MAI Capital Management | 0.00% | Reduce -7.2% | 9,557 | $609K |
| Visionary Wealth Advisors | 0.04% | No change | 9,551 | $609K |
| Scratch Capital LLC | 0.74% | — | 9,466 | $603K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 9,462 | $603K |
| Brogan Financial, Inc. | 0.30% | Add +0.3% | 9,458 | $603K |
| Stonebrook Private Inc. | 0.16% | Reduce -21.1% | 9,304 | $593K |
| Composition Wealth, LLC | 0.01% | Reduce -0.1% | 9,264 | $591K |
| Ironwood Financial, llc | 0.12% | No change | 9,212 | $587K |
| Sterling Financial Planning, Inc. | 0.21% | Reduce -1.5% | 9,036 | $576K |
| TFB Advisors LLC | 0.16% | Add +2.1% | 9,022 | $575K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $572K |
| Warburton Capital Management, LLC | 0.43% | — | 8,973 | $572K |
| Boyce & Associates Wealth Consulting, Inc. | 0.56% | Add +0.3% | 8,656 | $552K |
| Aspect Partners, LLC | 0.32% | No change | 8,635 | $550K |
| Quarry Hill Advisors, LLC | 0.37% | Reduce -0.5% | 8,629 | $550K |
| Madrona Financial Services, LLC | 0.15% | No change | 8,547 | $545K |
| Francis Financial, Inc. | 0.14% | No change | 8,400 | $536K |
| Bridge Generations Wealth Management LLC | 0.35% | — | 8,364 | $533K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.5% | 8,318 | $530K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 8,289 | $528K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.2% | 8,286 | $528K |
| Cape Investment Advisory, Inc. | 0.21% | Add +1.8% | 8,276 | $528K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 8,056 | $515K |
| First Western Trust Bank | 0.02% | No change | 7,994 | $510K |
| Allied Investment Advisors, LLC | 0.10% | No change | 7,752 | $494K |
| Nicolet Bankshares Inc. | 0.10% | No change | 7,736 | $493K |
| Wingate Wealth Advisors, Inc. | 0.48% | — | 7,707 | $491K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $490K |
| Hollencrest Capital Management | 0.02% | No change | 7,555 | $482K |
| M1 Capital Management LLC | 0.26% | — | 7,545 | $481K |
| PCG Wealth Advisors, LLC | 0.18% | No change | 7,504 | $478K |
| Cladis Investment Advisory, LLC | 0.34% | Reduce -16.2% | 7,440 | $474K |
| Peavine Capital, LLC | 0.12% | No change | 7,433 | $474K |
| Westwood Wealth Management | 0.17% | No change | 7,420 | $473K |
| Shared Vision Wealth Group LLC | 0.24% | No change | 7,290 | $465K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.5% | 7,252 | $462K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $458K |
| Traction Financial Partners, LLC | 0.35% | Reduce -7.8% | 7,100 | $453K |
| Brookstone Capital Management | 0.01% | Reduce -49.2% | 7,049 | $449K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $449K |
| Perigon Wealth Management, LLC | 0.01% | Add +20.7% | 6,950 | $449K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 6,982 | $445K |
| Client 1ST Advisory Group, LLC | 0.17% | No change | 6,951 | $443K |
| Evergreen Capital Management LLC | 0.01% | Add +30.8% | 6,933 | $442K |
| Eagle Bay Advisors LLC | 0.28% | No change | 6,913 | $441K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 6,907 | $440K |
| NorthCoast Asset Management LLC | 0.00% | No change | 6,885 | $439K |
| Stewardship Advisors, LLC | 0.12% | Add +14.5% | 6,877 | $438K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,705 | $427K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $426K |
| Efficient Advisors, LLC | 0.03% | Reduce -4.2% | 6,578 | $419K |
| Penobscot Wealth Management | 0.19% | No change | 6,519 | $416K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.3% | 6,512 | $415K |
| Leavell Investment Management, Inc. | 0.02% | Add +17.5% | 6,484 | $413K |
| BIP Wealth, LLC | 0.03% | Add +50.2% | 6,382 | $407K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 6,353 | $405K |
| Signature Resources Capital Management, LLC | 0.36% | No change | 6,256 | $399K |
| Northeast Planning Associates, Inc. / NH / | 0.41% | — | 6,251 | $399K |
| Rebalance, LLC | 0.03% | Add +0.3% | 6,249 | $398K |
| Gill Capital Partners, LLC | 0.14% | Add +0.2% | 6,237 | $398K |
| Private Trust Co. NA | 0.04% | Reduce -2.9% | 6,217 | $396K |
| Builder Investment Group Inc. | 0.11% | Add +14.3% | 6,141 | $392K |
| CENTRAL TRUST Co | 0.01% | No change | 6,099 | $389K |
| Redwood Park Advisors LLC | 0.33% | — | 6,095 | $389K |
| Fort Point Capital Partners LLC | 0.04% | New | 6,086 | $388K |
| Norden Group LLC | 0.04% | Add +4.4% | 6,038 | $385K |
| Washington Trust Bank | 0.04% | No change | 6,013 | $383K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -3.0% | 5,966 | $380K |
| Consolidated Portfolio Review Corp | 0.06% | New | 5,829 | $372K |
| Sharkey, Howes & Javer | 0.05% | Add +0.3% | 5,794 | $369K |
| Strathmore Capital Advisors, Inc. | 0.27% | — | 5,778 | $368K |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.2% | 5,767 | $368K |
| Wells Fargo & Company | 0.00% | Reduce -21.7% | 5,734 | $366K |
| Alliance Wealth Management Group | 0.10% | No change | 5,721 | $365K |
| Towercrest Capital Management | 0.06% | No change | 5,721 | $365K |
| Samalin Investment Counsel, LLC | 0.16% | New | 5,682 | $362K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $362K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 5,642 | $360K |
| Apriem Advisors | 0.04% | No change | 5,610 | $358K |
| Versant Capital Management, Inc | 0.08% | Add +0.3% | 5,606 | $357K |
| Wealth Advisors Northwest LLC | 0.24% | — | 5,477 | $349K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,474 | $349K |
| Compound Planning, Inc. | 0.02% | Add +3.2% | 5,408 | $345K |
| Synergy Asset Management, LLC | 0.03% | New | 5,455 | $344K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,410 | $342K |
| Private Portfolio Partners LLC | 0.06% | Reduce -4.2% | 5,334 | $340K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.7% | 5,280 | $339K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,296 | $338K |
| Gradient Capital Advisors, LLC | 0.11% | Reduce -1.9% | 5,244 | $334K |
| Mather Group, Llc. | 0.00% | Reduce -39.4% | 5,228 | $333K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -9.1% | 5,001 | $332K |
| Ascent Group, LLC | 0.02% | Reduce -11.9% | 5,204 | $332K |
| Brady Martz Wealth Solutions, LLC | 0.08% | — | 5,188 | $329K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 5,165 | $329K |
| Burney Co./ | 0.01% | No change | 5,117 | $326K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $326K |
| Beta Wealth Group, Inc. | 0.14% | Add +0.1% | 5,114 | $326K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,087 | $324K |
| True North Advisors, LLC | 0.08% | New | 5,074 | $323K |
| Caldwell Trust Co | 0.03% | New | 5,070 | $323K |
| Busey Bank | 0.01% | No change | 5,015 | $320K |
| First National Trust Co | 0.01% | No change | 5,000 | $319K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $318K |
| Focused Wealth Management, Inc | 0.04% | Add +0.4% | 4,985 | $318K |
| R. W. Roge & Company, Inc. | 0.17% | Reduce -31.8% | 4,982 | $317K |
| UMB Bank, n.a. | 0.01% | No change | 4,939 | $315K |
| Porter White Investment Advisors, Inc. | 0.16% | No change | 4,861 | $310K |
| Tableaux LLC | 0.26% | — | 4,845 | $309K |
| World Investment Advisors | 0.01% | Add +0.4% | 4,844 | $309K |
| One Capital Management, LLC | 0.01% | No change | 4,834 | $308K |
| Tanager Wealth Management LLP | 0.04% | New | 4,835 | $308K |
| Arcadia Wealth Management, Inc. | 0.26% | — | 4,826 | $308K |
| Whalen Wealth Management Inc. | 0.21% | Add +0.4% | 4,767 | $304K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 4,763 | $304K |
| DSG Capital Advisors, LLC | 0.05% | — | 4,727 | $301K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,707 | $300K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $299K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $296K |
| Glassman Wealth Services | 0.05% | Add +47.5% | 4,627 | $295K |
| Lionshead Wealth Management, LLC | 0.21% | — | 4,579 | $292K |
| Westmount Partners, LLC | 0.09% | No change | 4,561 | $291K |
| Park Avenue Securities LLC | 0.00% | Add +4.3% | 4,547 | $290K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,538 | $289K |
| Financial Insights, Inc. | 0.11% | No change | 4,536 | $289K |
| Aerodigm Wealth, LLC | 0.17% | No change | 4,508 | $287K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,496 | $287K |
| Martin Worley Group | 0.18% | — | 4,472 | $285K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,439 | $283K |
| SOL Capital Management CO | 0.03% | No change | 4,400 | $280K |
| Northern Financial Advisors Inc | 0.22% | Add +0.1% | 4,339 | $277K |
| Hidden Cove Wealth Management, LLC | 0.22% | — | 4,338 | $277K |
| Vance Wealth, LLC | 0.11% | Reduce -14.8% | 4,320 | $275K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 4,313 | $275K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $274K |
| Ellevest, Inc. | 0.02% | Add +0.3% | 4,291 | $274K |
| SkyOak Wealth, LLC | 0.06% | New | 4,213 | $269K |
| Grandfield & Dodd, LLC | 0.02% | No change | 4,199 | $268K |
| Motco | 0.03% | No change | 4,184 | $267K |
| Seed Wealth Management, Inc. | 0.21% | New | 4,150 | $265K |
| Capstone Capital LLC | 0.22% | No change | 4,133 | $263K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 4,121 | $263K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 4,110 | $262K |
| Carlson Capital Management | 0.01% | Reduce -7.6% | 4,099 | $261K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $260K |
| City National Bank of Florida | 0.24% | — | 4,056 | $259K |
| Simplicity Wealth,LLC | 0.05% | Reduce -86.6% | 4,056 | $259K |
| Elios Financial Group Inc. | 0.12% | No change | 3,995 | $255K |
| Gradient Investments LLC | 0.01% | No change | 3,937 | $251K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -12.6% | 3,915 | $250K |
| Elevation Wealth Partners, LLC | 0.10% | Add +0.4% | 3,861 | $246K |
| Transce3nd, LLC | 0.08% | — | 3,768 | $245K |
| Edge Capital Group, LLC | 0.01% | No change | 3,834 | $244K |
| Advisors Management Group Inc. | 0.06% | Reduce -12.8% | 3,828 | $244K |
| HWG Holdings LP | 0.08% | No change | 3,819 | $243K |
| Capital Square, LLC | 0.14% | Add +2.6% | 3,641 | $242K |
| MJP Associates Inc. | 0.04% | Add +0.3% | 3,775 | $241K |
| Advisor OS, LLC | 0.03% | Add +0.3% | 3,775 | $241K |
| Robinswood Financial LLC | 0.09% | No change | 3,763 | $240K |
| Strategic Blueprint, LLC | 0.01% | Add +6.8% | 3,750 | $239K |
| Proathlete Wealth Management LLC | 0.09% | Add +0.3% | 3,738 | $238K |
| RB Capital Management, LLC | 0.06% | Add +10.7% | 3,721 | $237K |
| BlackDiamond Wealth Management, LLC | 0.14% | No change | 3,677 | $234K |
| Brooklyn FI, LLC | 0.08% | No change | 3,676 | $234K |
| SageOak Financial, LLC | 0.21% | — | 3,655 | $233K |
| Stratos Investment Management, LLC | 0.01% | No change | 3,575 | $228K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 3,566 | $227K |
| Matauro, LLC | 0.05% | — | 3,564 | $227K |
| Accredited Investors Inc. | 0.01% | Reduce -0.9% | 3,524 | $225K |
| Stark Wealth Management LLC | 0.17% | — | 3,520 | $224K |
| Raleigh Capital Management Inc. | 0.09% | No change | 3,513 | $224K |
| Wealthcare Capital Management LLC | 0.02% | New | 3,512 | $224K |
| Accel Wealth Management | 0.08% | No change | 3,510 | $224K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,509 | $224K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 3,502 | $223K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $222K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 3,401 | $217K |
| Silicon Valley Capital Partners | 0.02% | Add +0.4% | 3,382 | $216K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,370 | $215K |
| American Financial Advisors, LLC | 0.03% | Reduce -0.8% | 3,345 | $213K |
| Prudent Man Investment Management, Inc. | 0.12% | — | 3,336 | $213K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.0% | 3,306 | $211K |
| Planning Center, Inc. | 0.03% | Add +0.4% | 3,276 | $209K |
| Signature Wealth Management Group | 0.08% | New | 3,173 | $202K |
| Blue Trust, Inc. | 0.00% | Add +34.3% | 3,053 | $195K |
| City State Bank | 0.06% | Reduce -1.7% | 2,880 | $184K |
| Raffa Wealth Management, LLC | 0.04% | Add +43.1% | 2,879 | $184K |
| Financial Connections Group, Inc. | 0.09% | Reduce -0.8% | 2,815 | $179K |
| Arax Advisory Partners | 0.01% | Add +265.8% | 2,751 | $175K |
| McIlrath & Eck, LLC | 0.02% | Reduce -3.4% | 2,513 | $160K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,450 | $156K |
| PrairieView Partners, LLC | 0.02% | No change | 2,275 | $145K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 2,264 | $144K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,225 | $142K |
| First Community Trust NA | 0.10% | No change | 2,207 | $141K |
| Frazier Financial Advisors, LLC | 0.11% | No change | 2,161 | $138K |
| Hilltop National Bank | 0.04% | No change | 2,154 | $137K |
| Medallion Wealth Advisors, LLC | 0.07% | — | 2,151 | $137K |
| Whittier Trust Co. | 0.00% | No change | 2,141 | $136K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | Add +11.8% | 2,046 | $130K |
| WealthCollab, LLC | 0.08% | No change | 1,860 | $119K |
| Atmos Advisory, LLC | 0.08% | Add +0.4% | 1,826 | $116K |
| Perritt Capital Management Inc | 0.06% | Add +0.3% | 1,768 | $113K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,705 | $109K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,625 | $104K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,623 | $103K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -11.0% | 1,620 | $103K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | — | 1,553 | $99K |
| S.A. Mason LLC | 0.05% | No change | 1,491 | $95K |
| 10Elms LLP | 0.11% | — | 1,380 | $88K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -71.1% | 1,296 | $86K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 1,299 | $83K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $79K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,170 | $75K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,118 | $71K |
| Olistico Wealth, LLC | 0.04% | Add +0.4% | 1,104 | $70K |
| Fiduciary Advisors, Inc. | 0.07% | — | 1,065 | $68K |
| Rialto Wealth Management, LLC | 0.02% | — | 1,035 | $66K |
| Crews Bank & Trust | 0.01% | — | 1,034 | $66K |
| Accredited Wealth Management, LLC | 0.06% | — | 1,004 | $64K |
| Bristlecone Advisors, LLC | 0.00% | Reduce -42.1% | 929 | $59K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 889 | $57K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 820 | $52K |
| Ancora Advisors LLC | 0.00% | No change | 785 | $50K |
| Principal Securities, Inc. | 0.00% | Add +341.2% | 750 | $48K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.7% | 737 | $47K |
| Sittner & Nelson, LLC | 0.02% | No change | 730 | $47K |
| St Germain D J Co. Inc. | 0.00% | New | 700 | $45K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 564 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $34K |
| Barrett & Company, Inc. | 0.01% | Reduce -0.4% | 536 | $34K |
| Comerica Bank | 0.00% | No change | 512 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 466 | $30K |
| Continuum Advisory, LLC | 0.00% | No change | 447 | $28K |
| Colonial Trust Co / SC | 0.00% | Add +7.5% | 430 | $27K |
| WASHINGTON TRUST Co | 0.00% | No change | 361 | $23K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 359 | $23K |
| Fairscale Capital, LLC | 0.02% | No change | 320 | $20K |
| Truvestments Capital LLC | 0.01% | Reduce -82.8% | 315 | $20K |
| Citigroup Inc. | 0.00% | New | 303 | $19K |
| Brooklyn Investment Group | 0.01% | New | 272 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.4% | 260 | $17K |
| BlackRock, Inc. | 0.00% | New | 238 | $15K |
| Winch Advisory Services, LLC | 0.00% | New | 222 | $14K |
| Navigoe, LLC | 0.01% | — | 227 | $14K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 104 | $7K |
| Spurstone Advisory Services, LLC | 0.09% | — | 70 | $4K |
| Davis Capital Management | 0.00% | Add +230.0% | 66 | $4K |
| Bfsg, LLC | 0.00% | No change | 65 | $4K |
| GeoWealth Management, LLC | 0.00% | No change | 53 | $3K |
| Quent Capital, LLC | 0.00% | Add +5.9% | 36 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $2K |
"% 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.