Dimensional US Eq MKT ETFDFUSETF
13F holders, Q1 2025 (March 31)704holders +7
39new positions
25sold out
4famous investors
$61.21avg. 13F price*
At the end of Q1 2025, 704 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 7 from Q4 2024. 39 opened new positions and 25 sold out. The largest holders were Prudential Financial Inc. ($2.7B), Focus Partners Wealth ($506.9M) and Index Fund Advisors, Inc. ($312.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $108.6M |
| Exits | 25 | $25.2M |
All 13F filers, Q4 2024 → Q1 2025: 25,586,642 shares bought and 5,589,328 shares sold, net +19,997,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 704 holders
| Prudential Financial Inc. | 3.87% | Add +61.4% | 42,567,494 | $2.7B |
| Focus Partners Wealth | 1.27% | Reduce -0.5% | 8,381,976 | $506.9M |
| Index Fund Advisors, Inc. | 19.31% | Reduce -11.1% | 5,160,953 | $312.1M |
| Plancorp, LLC | 11.30% | Reduce -1.6% | 4,712,710 | $285.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -5.0% | 3,838,636 | $232.2M |
| LPL Financial LLC | 0.09% | Add +49.1% | 3,610,103 | $218.3M |
| Creative Planning | 0.20% | Reduce -1.2% | 3,559,740 | $215.3M |
| Sax Wealth Advisors, LLC | 14.72% | Add +4.0% | 3,399,048 | $205.6M |
| Root Financial Partners, LLC | 18.67% | Add +24.9% | 2,893,839 | $175.1M |
| Zhang Financial LLC | 8.02% | Add +5.8% | 2,506,843 | $151.6M |
| Mercer Global Advisors Inc. | 0.34% | Add +44.9% | 2,486,268 | $150.4M |
| TCI Wealth Advisors, Inc. | 12.02% | Add +6.0% | 2,482,654 | $150.2M |
| Great Waters Wealth Management | 19.86% | Reduce -5.8% | 2,366,428 | $143.1M |
| Focus Partners Advisor Solutions, LLC | 1.80% | Add +14.4% | 1,960,818 | $118.6M |
| Corient Private Wealth LP | 0.19% | Add +21.7% | 1,928,749 | $116.7M |
| G2 Capital Management, LLC / Oh | 32.88% | Add +7.4% | 1,794,689 | $108.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -1.7% | 1,607,085 | $97.2M |
| Mariner, LLC | 0.16% | Add +35.6% | 1,585,877 | $95.9M |
| Raymond James Financial Inc. | 0.04% | Add +18.0% | 1,568,099 | $94.8M |
| Sequoia Financial Advisors, LLC | 0.68% | Reduce -1.2% | 1,456,020 | $88.1M |
| JFS Wealth Advisors, LLC | 5.68% | Reduce -0.9% | 1,387,839 | $83.9M |
| Flagstone Financial Management | 27.02% | Add +4.7% | 1,386,852 | $83.9M |
| Intelligence Driven Advisers, LLC | 15.56% | Add +1.1% | 1,335,847 | $80.8M |
| Assetmark, Inc. | 0.21% | Add +1.3% | 1,237,218 | $74.8M |
| Forum Financial Management, LP | 1.23% | Reduce -2.3% | 1,232,446 | $74.5M |
| Royal Bank of Canada | 0.02% | Add +8.4% | 1,222,633 | $73.9M |
| DiNuzzo Private Wealth, Inc. | 9.12% | Reduce -0.5% | 1,197,781 | $72.4M |
| SouthState Bank Corp | 3.28% | New | 1,184,226 | $71.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +6.4% | 1,164,961 | $70.5M |
| Modera Wealth Management, LLC | 0.94% | Reduce -0.8% | 1,145,407 | $69.3M |
| Mason & Associates Inc | 16.07% | Reduce -3.1% | 1,069,075 | $64.7M |
| Chicago Partners Investment Group LLC | 2.13% | Add +3.9% | 1,053,480 | $64.0M |
| Austin Asset Management Co Inc | 13.88% | Reduce -2.3% | 1,047,964 | $63.4M |
| Choreo, LLC | 0.96% | Reduce -0.5% | 1,019,555 | $61.7M |
| Foster Group, Inc. | 2.31% | Reduce -0.6% | 1,019,063 | $61.6M |
| Evanson Asset Management, LLC | 4.16% | Reduce -0.2% | 969,812 | $58.7M |
| Colony Family Offices, LLC | 18.12% | Reduce -2.2% | 960,373 | $58.1M |
| Savant Capital, LLC | 0.49% | Reduce -7.3% | 951,454 | $57.5M |
| Bank of America Corp. | 0.01% | Add +31.3% | 945,137 | $57.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 928,187 | $56.1M |
| PBMares Wealth Management LLC | 9.89% | Add +9.3% | 816,700 | $49.4M |
| Heritage Wealth Management, Inc./Texas | 27.43% | Reduce -2.3% | 782,800 | $47.3M |
| Quadcap Wealth Management, LLC | 6.76% | Add +15.4% | 770,170 | $46.6M |
| 1900 Wealth Management LLC | 3.85% | Reduce -0.5% | 766,051 | $46.3M |
| OLIO Financial Planning | 15.89% | Add +14.3% | 760,383 | $46.0M |
| Willow Creek Wealth Management Inc. | 4.38% | Add +4.3% | 743,860 | $45.0M |
| Truist Financial Corp. | 0.07% | Reduce -13.8% | 727,066 | $44.0M |
| RS Crum Inc. | 11.32% | Reduce -2.5% | 695,183 | $42.0M |
| Apella Capital, LLC | 1.44% | Add +8.7% | 715,546 | $42.0M |
| Wealth Management Nebraska | 6.31% | Add +14.3% | 686,340 | $41.5M |
| Dynamic Advisor Solutions LLC | 1.31% | Add +0.4% | 655,212 | $39.6M |
| Everest Private Wealth | 35.21% | Reduce -1.2% | 638,528 | $38.6M |
| American Investment Services, Inc. | 6.76% | Reduce -0.9% | 634,673 | $38.4M |
| Asset Dedication, LLC | 3.09% | Reduce -3.0% | 629,018 | $38.0M |
| McLean Asset Management Corp | 11.95% | Reduce -1.8% | 674,462 | $36.2M |
| Aspen Wealth Management LLC | 10.23% | Add +12.4% | 597,699 | $36.1M |
| Vermillion Wealth Management, Inc. | 10.58% | Add +4.5% | 587,685 | $35.5M |
| Cerity Partners LLC | 0.07% | Reduce -0.8% | 569,064 | $34.4M |
| KM Capital Management Ltd. | 18.51% | Reduce -7.1% | 567,842 | $34.3M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -8.0% | 553,554 | $33.5M |
| Equitable Holdings, Inc. | 0.30% | Add +1.1% | 526,539 | $31.8M |
| Pine Harbor Wealth Management, LLC | 12.39% | Add +3.8% | 511,917 | $31.0M |
| HighTower Advisors, LLC | 0.04% | Add +0.1% | 507,608 | $30.7M |
| Heritage Investment Group, Inc. | 5.77% | Reduce -0.1% | 507,459 | $30.7M |
| Wealthstream Advisors, Inc. | 5.69% | Reduce -14.3% | 502,844 | $30.4M |
| ARK & TLK Investments, LLC | 10.38% | Reduce -0.9% | 487,394 | $29.5M |
| Hurlow Wealth Management Group, Inc. | 9.01% | Reduce -0.6% | 476,715 | $28.8M |
| Graver Capital Management, LLC | 28.55% | Add +4.0% | 463,144 | $28.0M |
| Retirement Solution LLC | 7.85% | Reduce -3.4% | 457,565 | $27.7M |
| Disciplined Equity Management, Inc. | 19.20% | Reduce -2.5% | 456,371 | $27.6M |
| Fischer Investment Strategies, LLC | 20.27% | Add +70.6% | 455,137 | $27.5M |
| AG Asset Advisory, LLC | 27.81% | Add +1.1% | 448,255 | $27.1M |
| Dixon Fnancial Services, Inc. | 14.52% | Reduce -1.9% | 444,103 | $26.9M |
| TCP Asset Management, LLC | 5.92% | Add +1.6% | 437,891 | $26.5M |
| Crown Wealth Group, LLC | 13.64% | Reduce -12.3% | 434,929 | $26.3M |
| MML Investors Services, LLC | 0.08% | Reduce -0.1% | 411,104 | $24.9M |
| Jackson Thornton Wealth Management, LLC | 3.22% | Add +0.1% | 425,573 | $24.2M |
| Parkwoods Wealth Partners, LLC | 15.90% | Add +2.7% | 389,111 | $23.5M |
| SC&H Financial Advisors, Inc. | 4.61% | Add +6.0% | 387,075 | $23.4M |
| Cetera Investment Advisers | 0.05% | Reduce -72.6% | 386,848 | $23.4M |
| Timonier Family Office, LTD. | 10.32% | Add +7.9% | 385,919 | $23.3M |
| Farther Finance Advisors, LLC | 0.59% | Add +68.4% | 380,451 | $23.1M |
| Strategic Investment Solutions, Inc. | 6.60% | Add +20.0% | 376,015 | $22.7M |
| Cardiff Park Advisors, LLC | 2.12% | Reduce -3.4% | 362,303 | $21.9M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +9.3% | 349,746 | $21.2M |
| Morgan Stanley | 0.00% | Add +2.1% | 347,731 | $21.0M |
| Sterling Wealth Advisors Inc | 15.81% | Add +10.7% | 339,279 | $20.5M |
| Freedom Investment Management, Inc. | 1.52% | Reduce -1.9% | 298,596 | $18.1M |
| Allodium Investment Consultants, LLC | 13.20% | Add +18.5% | 295,616 | $17.9M |
| Warwick Investment Management, Inc. | 3.71% | Add +0.1% | 295,453 | $17.9M |
| Ruedi Wealth Management, Inc. | 5.47% | Add +1.0% | 288,903 | $17.5M |
| Private Advisor Group, LLC | 0.11% | Reduce -1.8% | 287,183 | $17.4M |
| Security Financial Services, INC. | 3.41% | Reduce -2.9% | 283,632 | $17.2M |
| Adero Partners, LLC | 1.11% | No change | 280,530 | $17.0M |
| Summit X, LLC | 3.55% | Add +3.7% | 278,931 | $16.9M |
| Keb Asset Management, LLC | 4.68% | Reduce -3.0% | 271,997 | $16.5M |
| Meritas Wealth Management, LLC | 9.55% | Add +6.7% | 269,351 | $16.3M |
| CarsonAllaria Wealth Management, Ltd. | 9.32% | Add +0.5% | 266,047 | $16.1M |
| McMill Wealth Management | 5.79% | Add +37.0% | 265,804 | $16.1M |
| Pillar Financial Advisors, LLC | 11.73% | Add +5.4% | 260,308 | $15.7M |
| Babb Wealth Advisors LLC | 12.35% | Add +0.8% | 254,858 | $15.4M |
| Claris Advisors, LLC / Mo / | 5.64% | Add +10.3% | 250,192 | $15.1M |
| Spire Wealth Management | 0.48% | Add +2.8% | 248,379 | $15.0M |
| Investmark Advisory Group LLC | 7.38% | Add +1.0% | 247,076 | $14.9M |
| Trinity Financial Advisors LLC | 5.32% | Add +16.6% | 254,066 | $14.7M |
| Larson Financial Group LLC | 0.68% | Reduce -2.5% | 237,905 | $14.4M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +1.6% | 231,226 | $14.0M |
| American Capital Advisory, LLC | 7.04% | Add +22.9% | 215,780 | $13.1M |
| Legacy Financial Group, Inc. | 4.02% | Add +11.6% | 207,251 | $12.5M |
| Private Wealth Management Group, LLC | 4.58% | Add +3.9% | 205,206 | $12.4M |
| GEM Asset Management, LLC | 6.88% | Add +0.3% | 202,236 | $12.3M |
| UBS Group AG | 0.00% | Reduce -6.2% | 202,337 | $12.2M |
| Mendota Financial Group, LLC | 13.11% | Reduce -9.8% | 199,821 | $12.1M |
| Osaic Holdings, Inc. | 0.03% | Add +22.5% | 196,218 | $11.9M |
| Tassel Capital Management, Inc. | 10.22% | Reduce -2.3% | 193,249 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -34.2% | 190,206 | $11.5M |
| Northwest Wealth Management, LLC | 2.26% | Add +18.3% | 187,265 | $11.3M |
| Awm Capital, LLC | 1.30% | Reduce -3.2% | 184,358 | $11.1M |
| David Wealth Management LLC | 9.28% | Add +1.5% | 183,404 | $11.1M |
| Alpha Financial Advisors, LLC | 4.91% | Add +0.1% | 182,475 | $11.0M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -1.0% | 179,995 | $10.9M |
| Captrust Financial Advisors | 0.03% | Reduce -1.8% | 177,121 | $10.7M |
| Allworth Financial LP | 0.06% | Add +49.2% | 174,812 | $10.3M |
| Sutton Place Investors LLC | 6.92% | Add +0.4% | 170,098 | $10.3M |
| Earned Wealth Advisors, LLC | 2.25% | Add +2.5% | 169,217 | $10.2M |
| Cypress Point Wealth Management, LLC | 3.23% | Add +43.3% | 168,511 | $10.2M |
| Tillman Hartley LLC | 2.95% | Reduce -6.6% | 167,541 | $10.1M |
| Wealthcare Capital Management LLC | 1.02% | Add +4644.3% | 166,619 | $10.1M |
| KPP Advisory Services LLC | 1.90% | Add +66.7% | 165,526 | $10.0M |
| Hughes Financial Services, LLC | 1.95% | Reduce -0.2% | 163,864 | $10.0M |
| PFG Advisors | 0.55% | Add +6.5% | 163,164 | $9.9M |
| Cornerstone Financial Group, LLC | 8.73% | Add +2.2% | 153,462 | $9.7M |
| Bernardo Wealth Planning LLC | 2.29% | Add +6.2% | 158,526 | $9.6M |
| Rehmann Capital Advisory Group | 0.60% | Add +2.9% | 158,443 | $9.6M |
| Cedar Point Capital Partners, LLC | 6.40% | Add +1.4% | 157,500 | $9.5M |
| Envision Financial Planning, LLC | 4.84% | Reduce -4.7% | 157,134 | $9.5M |
| Physician Wealth Solutions Inc. | 4.72% | No change | 155,364 | $9.4M |
| Investment Advisory Group, LLC | 3.06% | Add +13.2% | 151,216 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +12.4% | 150,799 | $9.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.72% | Reduce -5.3% | 149,548 | $9.1M |
| Rf&l Wealth Management, LLC | 6.30% | Reduce -0.5% | 145,696 | $8.8M |
| Concord Wealth Partners | 1.41% | Reduce -9.9% | 142,307 | $8.6M |
| Main Street Financial Solutions, LLC | 0.75% | Add +2.8% | 141,914 | $8.6M |
| Fund Evaluation Group, LLC | 0.36% | Add +0.7% | 137,233 | $8.3M |
| Sowell Financial Services LLC | 0.38% | Add +0.8% | 137,174 | $8.3M |
| Capstone Wealth Management, LLC | 8.17% | Add +3.9% | 135,630 | $8.2M |
| Seneschal Advisors, LLC | 6.68% | Reduce -0.7% | 128,700 | $7.8M |
| HB Wealth Management, LLC | 0.07% | Add +0.1% | 128,445 | $7.8M |
| Quantinno Capital Management LP | 0.05% | Add +8.3% | 127,855 | $7.7M |
| Binnacle Investments Inc | 5.56% | — | 125,963 | $7.6M |
| Robertson Stephens Wealth Management, LLC | 0.28% | Add +1.5% | 124,428 | $7.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +20.0% | 121,674 | $7.4M |
| Yardley Wealth Management LLC | 4.19% | Reduce -13.3% | 117,669 | $7.1M |
| SeaBridge Investment Advisors LLC | 1.50% | Add +0.4% | 114,936 | $7.0M |
| Kondo Wealth Advisors, Inc. | 3.36% | Reduce -1.8% | 112,644 | $6.8M |
| JDH Wealth Management, LLC | 5.80% | Reduce -0.0% | 111,675 | $6.8M |
| Altiora Financial Group, LLC | 1.44% | No change | 111,630 | $6.8M |
| CPA Asset Management Group, LLC | 2.94% | Reduce -0.9% | 110,288 | $6.7M |
| BostonPremier Wealth LLC | 4.13% | Reduce -2.9% | 110,072 | $6.7M |
| Innovative Wealth Building LLC | 6.12% | Reduce -2.7% | 109,855 | $6.6M |
| VSM Wealth Advisory, LLC | 2.38% | Add +5.0% | 109,546 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.1% | 108,748 | $6.6M |
| Bayshore Asset Management, LLC | 3.27% | Reduce -2.6% | 108,611 | $6.6M |
| FMB Wealth Management | 3.62% | Reduce -11.4% | 108,296 | $6.5M |
| Burk Holdings LLC | 4.83% | Add +11.2% | 105,788 | $6.4M |
| Quantum Financial Advisors, LLC | 0.95% | No change | 104,920 | $6.3M |
| Sandy Spring Bank | 0.27% | Add +0.7% | 104,898 | $6.3M |
| CFS Investment Advisory Services, LLC | 0.55% | Add +0.1% | 101,758 | $6.2M |
| Certified Advisory Corp | 0.69% | Add +0.9% | 100,639 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 99,369 | $6.0M |
| NewEdge Advisors, LLC | 0.04% | Reduce -36.6% | 98,153 | $5.9M |
| Betterment LLC | 0.01% | Reduce -2.8% | 98,075 | $5.9M |
| Symmetry Partners, LLC | 0.82% | Reduce -8.7% | 97,345 | $5.9M |
| Kraft Asset Management, LLC | 5.37% | Reduce -10.1% | 97,025 | $5.9M |
| Ridgeline Wealth, LLC | 4.93% | Reduce -4.2% | 95,844 | $5.8M |
| Aurelius Family Office LLC | 2.93% | Reduce -1.3% | 95,455 | $5.8M |
| CVA Family Office, LLC | 0.87% | Add +17.9% | 93,567 | $5.7M |
| EverSource Wealth Advisors, LLC | 0.31% | Reduce -1.1% | 93,024 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.2% | 92,451 | $5.6M |
| Ariadne Wealth Management, LP | 2.90% | Reduce -3.1% | 90,785 | $5.6M |
| EnRich Financial Partners LLC | 1.83% | Reduce -2.0% | 90,109 | $5.4M |
| Herold Advisors, Inc. | 1.19% | Add +19.9% | 89,900 | $5.4M |
| OneDigital Investment Advisors LLC | 0.06% | Add +7.8% | 89,733 | $5.4M |
| Gemmer Asset Management LLC | 0.54% | Add +0.1% | 89,508 | $5.4M |
| United Capital Financial Advisors, LLC | 0.05% | Add +1.8% | 87,701 | $5.3M |
| Vantage Point Financial LLC | 2.65% | Add +3.0% | 87,017 | $5.3M |
| Clearstead Advisors, LLC | 0.08% | Reduce -4.4% | 86,969 | $5.3M |
| First National Bank & Trust Co. of Newtown | 1.06% | Add +17.7% | 83,214 | $5.0M |
| Monograph Wealth Advisors, LLC | 0.68% | New | 82,523 | $5.0M |
| Oak Wealth Advisors LLC | 3.67% | Reduce -0.6% | 82,019 | $5.0M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +7.9% | 81,858 | $5.0M |
| Topsail Wealth Management, LLC | 1.00% | Reduce -20.6% | 81,438 | $4.9M |
| Bridgewater Advisors Inc. | 0.42% | Add +25.1% | 81,829 | $4.9M |
| Hemington Wealth Management | 0.76% | Reduce -12.5% | 80,639 | $4.9M |
| Mission Wealth Management, LP | 0.12% | Reduce -0.4% | 80,458 | $4.9M |
| Bluespring Wealth Management, LLC | 0.49% | Reduce -1.3% | 79,846 | $4.8M |
| Dopkins Wealth Management, LLC | 2.42% | Reduce -5.5% | 78,603 | $4.8M |
| Grunden Financial Advisory, Inc. | 2.30% | Add +181.2% | 78,328 | $4.7M |
| IFG Advisory, LLC | 0.26% | Reduce -1.2% | 77,651 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.0% | 76,791 | $4.6M |
| Tortoise Investment Management, LLC | 0.48% | Add +7.8% | 76,676 | $4.6M |
| Gotham Asset Management | 0.04% | New | 73,635 | $4.5M |
| LVZ, Inc. | 0.58% | Reduce -11.8% | 73,589 | $4.5M |
| Coston, McIsaac & Partners | 1.28% | Add +47.9% | 72,535 | $4.4M |
| Greenwood Capital Associates LLC | 0.58% | Add +170.6% | 70,729 | $4.3M |
| CPC Advisors, LLC | 0.58% | Reduce -27.3% | 70,140 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Reduce -2.0% | 68,839 | $4.2M |
| Avant Financial Advisors LLC | 3.76% | Add +1.1% | 68,545 | $4.1M |
| Vestia Personal Wealth Advisors | 3.16% | Reduce -0.0% | 66,122 | $4.0M |
| AQR Capital Management | 0.00% | Add +87.1% | 65,906 | $4.0M |
| Independent Wealth Network Inc. | 1.58% | Add +6.3% | 65,309 | $3.9M |
| Hardy Reed LLC | 0.34% | No change | 64,006 | $3.9M |
| Cwm, LLC | 0.02% | Reduce -1.4% | 63,152 | $3.8M |
| Waverly Advisors, LLC | 0.05% | Add +7.0% | 62,220 | $3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -3.7% | 60,967 | $3.7M |
| Sand Hill Global Advisors, LLC | 0.15% | No change | 59,872 | $3.6M |
| CWA Asset Management Group, LLC | 0.17% | Add +0.1% | 59,233 | $3.6M |
| Brown Advisory Inc. | 0.01% | Reduce -0.9% | 59,188 | $3.6M |
| Lauterbach Financial Advisors, LLC | 2.21% | Reduce -8.6% | 58,553 | $3.5M |
| HTG Investment Advisors, Inc. | 1.48% | Reduce -1.3% | 58,536 | $3.5M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -10.6% | 58,429 | $3.5M |
| CLG LLC | 1.20% | Add +2.7% | 57,260 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.2% | 56,615 | $3.4M |
| Websterrogers Financial Advisors, LLC | 1.16% | Reduce -2.3% | 56,377 | $3.4M |
| MPWM Advisory Solutions, LLC | 2.46% | Reduce -0.1% | 56,133 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Add +8.1% | 55,690 | $3.4M |
| Beaird Harris Wealth Management, LLC | 0.28% | Add +22.7% | 55,386 | $3.3M |
| Clarity Capital Advisors, LLC | 2.18% | Reduce -2.1% | 54,988 | $3.3M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $3.3M |
| L.K. Benson & Company, P.C. | 2.28% | Reduce -3.9% | 54,502 | $3.3M |
| Centennial Bank | 1.57% | Add +206.4% | 54,480 | $3.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -3.0% | 54,326 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 51,436 | $3.1M |
| Montag A & Associates Inc. | 0.15% | Add +0.2% | 51,042 | $3.1M |
| Werba Rubin Papier Wealth Management | 0.66% | Add +11.3% | 50,328 | $3.0M |
| Kathleen S. Wright Associates Inc. | 1.25% | Add +3.1% | 50,061 | $3.0M |
| Andrews, Lucia Wealth Management LLC | 2.02% | Add +0.2% | 47,212 | $3.0M |
| FMR LLC | 0.00% | Add +5.7% | 49,110 | $3.0M |
| Savvy Advisors, Inc. | 0.30% | New | 48,561 | $2.9M |
| Financial Council, LLC | 1.58% | No change | 48,387 | $2.9M |
| Red Door Wealth Management, LLC | 0.43% | No change | 47,654 | $2.9M |
| DBK Financial Counsel, LLC | 2.88% | Add +7.8% | 47,502 | $2.9M |
| Lodestone Wealth Management LLC | 1.53% | Reduce -1.8% | 47,497 | $2.9M |
| Syverson Strege & Co | 0.90% | Reduce -0.7% | 46,214 | $2.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.42% | No change | 46,133 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.9% | 45,621 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.9% | 45,621 | $2.8M |
| Kestra Investment Management, LLC | 0.05% | Add +230.2% | 45,412 | $2.7M |
| Acorn Wealth Advisors, LLC | 1.14% | Reduce -3.9% | 45,255 | $2.7M |
| Squire Investment Management Company, LLC | 1.13% | Add +6.3% | 44,764 | $2.7M |
| Elevate Wealth Advisory, Inc. | 1.89% | Add +0.2% | 44,221 | $2.7M |
| Retirement Planning Group, LLC | 0.12% | Reduce -1.7% | 44,020 | $2.7M |
| Caerus Investment Advisors, LLC | 2.57% | No change | 44,020 | $2.7M |
| Parkworth Wealth Management, Inc. | 2.11% | Add +12.3% | 43,688 | $2.6M |
| LJI Wealth Management, LLC | 0.53% | Add +83.3% | 43,636 | $2.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.36% | Reduce -3.2% | 43,095 | $2.6M |
| Elser Financial Planning, Inc | 3.58% | Reduce -95.7% | 42,766 | $2.6M |
| Apollon Financial, LLC | 0.59% | New | 41,362 | $2.5M |
| True Wealth Design, LLC | 0.95% | Reduce -2.8% | 41,351 | $2.5M |
| Factor Wealth Management LTD | 0.76% | Add +6.0% | 40,779 | $2.5M |
| LRI Investments, LLC | 0.24% | No change | 40,655 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.06% | New | 39,523 | $2.4M |
| Curio Wealth, LLC | 1.24% | Reduce -99.9% | 21 | $2.4M |
| Lam Group, Inc. | 1.74% | No change | 39,042 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +38.8% | 39,036 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 38,632 | $2.3M |
| FFT Wealth Management LLC | 0.49% | New | 38,570 | $2.3M |
| Maryland Capital Advisors Inc. | 1.01% | No change | 37,731 | $2.3M |
| Avestar Capital, LLC | 0.21% | Reduce -15.7% | 37,148 | $2.2M |
| NBT Bank, N.A. | 0.16% | No change | 36,959 | $2.2M |
| Berger Financial Group, Inc | 0.16% | Add +3.5% | 36,960 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.1% | 36,517 | $2.2M |
| Shearwater Capital LLC | 1.52% | Add +11.8% | 35,724 | $2.2M |
| Lido Advisors, LLC | 0.01% | Reduce -5.4% | 35,300 | $2.1M |
| ETF Portfolio Partners, Inc. | 0.64% | No change | 34,999 | $2.1M |
| Cambridge Financial Group, LLC | 0.88% | Reduce -4.6% | 34,380 | $2.1M |
| Amarillo National Bank | 0.40% | No change | 34,028 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 33,846 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.34% | Add +16.0% | 33,101 | $2.0M |
| XY Planning Network, Inc. | 1.33% | Reduce -3.0% | 32,980 | $2.0M |
| Yoder Wealth Management, Inc. | 1.10% | Reduce -1.9% | 32,278 | $2.0M |
| Strategic Financial Concepts, LLC | 0.36% | No change | 32,059 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 31,688 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.0% | 31,516 | $1.9M |
| Allium Financial Advisors, LLC | 1.72% | — | 31,246 | $1.9M |
| Kavar Capital Partners Group, LLC | 0.31% | Add +0.1% | 31,240 | $1.9M |
| Team Hewins, LLC | 0.72% | Reduce -2.4% | 30,659 | $1.9M |
| Life Planning Partners, Inc | 1.67% | Add +10.2% | 30,523 | $1.8M |
| US Bancorp \de | 0.00% | No change | 30,185 | $1.8M |
| BCO Wealth Management LLC | 1.43% | Add +0.8% | 30,167 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | New | 29,864 | $1.8M |
| Aprio Wealth Management, LLC | 0.23% | Add +0.0% | 29,772 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | No change | 27,838 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | No change | 28,906 | $1.7M |
| Dodds Wealth, LLC | 0.56% | Reduce -0.6% | 28,528 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +3.9% | 28,457 | $1.7M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $1.7M |
| Abacus Wealth Partners, LLC | 0.25% | No change | 27,970 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | Add +579.6% | 27,565 | $1.7M |
| Winthrop Advisory Group LLC | 0.20% | Add +0.1% | 27,488 | $1.7M |
| Allegiance Financial Group Advisory Services LLC | 0.50% | Add +1.1% | 27,189 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -12.0% | 27,108 | $1.6M |
| Biltmore Family Office, LLC | 0.28% | No change | 26,815 | $1.6M |
| Verdence Capital Advisors LLC | 0.12% | No change | 26,802 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.4% | 26,745 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.27% | Reduce -2.0% | 26,723 | $1.6M |
| SJS Investment Consulting Inc. | 0.28% | Add +0.9% | 26,680 | $1.6M |
| Falcon Wealth Planning | 0.18% | No change | 26,205 | $1.6M |
| Poinciana Advisors Group, LLC | 1.63% | Add +74.3% | 26,050 | $1.6M |
| Marcum Wealth, LLC | 0.14% | Add +0.2% | 26,023 | $1.6M |
| Lakeshore Financial Planning, Inc. | 0.65% | Add +0.8% | 25,974 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +16.2% | 25,798 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +26.2% | 25,515 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +15.6% | 25,510 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -2.4% | 25,470 | $1.5M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -0.5% | 25,030 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.80% | Reduce -2.4% | 24,981 | $1.5M |
| Sensible Money, LLC | 0.64% | Reduce -0.4% | 24,653 | $1.5M |
| Bell Bank | 0.08% | Add +0.5% | 24,583 | $1.5M |
| Citrine Capital LLC | 0.93% | Reduce -1.6% | 24,476 | $1.5M |
| 49 Wealth Management, LLC | 0.18% | New | 24,254 | $1.5M |
| Beacon Financial Advisory LLC | 0.44% | Reduce -8.7% | 24,188 | $1.5M |
| Private Wealth Asset Management, LLC | 0.21% | — | 24,119 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +0.2% | 24,065 | $1.5M |
| WNY Asset Management, LLC | 0.17% | Add +0.1% | 23,972 | $1.4M |
| Arista Wealth Management, LLC | 0.35% | No change | 23,840 | $1.4M |
| Truepoint, Inc. | 0.04% | No change | 23,812 | $1.4M |
| Merit Financial Group, LLC | 0.02% | Add +9.9% | 23,716 | $1.4M |
| RFG Advisory, LLC | 0.04% | Reduce -6.2% | 23,488 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -21.3% | 23,448 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.38% | Reduce -1.2% | 23,286 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +22.1% | 23,224 | $1.4M |
| Red Tortoise LLC | 0.73% | Add +0.1% | 23,112 | $1.4M |
| Independent Financial Group, LLC | 0.05% | No change | 22,543 | $1.4M |
| Parkside Financial Bank & Trust | 0.17% | Add +11.3% | 22,326 | $1.4M |
| Beacon Financial Strategies CORP | 0.91% | No change | 22,239 | $1.3M |
| Applied Capital LLC | 0.65% | Reduce -4.5% | 22,054 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -1.9% | 21,994 | $1.3M |
| Wick Capital Partners, LLC | 0.40% | Add +8.2% | 21,979 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.1% | 21,957 | $1.3M |
| Long Island Wealth Management, Inc. | 0.81% | New | 21,929 | $1.3M |
| Five Oceans Advisors | 0.63% | Reduce -11.9% | 21,819 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +29.8% | 21,755 | $1.3M |
| Financial Counselors Inc. | 0.02% | Reduce -1.6% | 21,693 | $1.3M |
| SwitchPoint Financial Planning, LLC | 1.24% | Reduce -15.3% | 21,558 | $1.3M |
| Smith Chas P & Associates Pa Cpas | 0.08% | No change | 21,390 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -4.5% | 21,240 | $1.3M |
| Keybank National Association | 0.01% | Reduce -5.2% | 21,061 | $1.3M |
| MBM Wealth Consultants, LLC | 0.37% | No change | 20,831 | $1.3M |
| K2 Financial Inc. | 1.21% | Add +3.1% | 22,219 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +21.3% | 20,034 | $1.2M |
| Williams & Novak, LLC | 1.18% | Add +7.1% | 19,909 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -1.0% | 19,927 | $1.2M |
| Warburton Capital Management, LLC | 0.87% | Add +121.3% | 19,859 | $1.2M |
| Drive Wealth Management, LLC | 0.28% | Add +8.5% | 19,486 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | New | 19,464 | $1.2M |
| Smartleaf Asset Management LLC | 0.11% | No change | 19,554 | $1.2M |
| Atlantic Union Bankshares Corp | 0.07% | No change | 19,356 | $1.2M |
| First Financial Group Corp | 1.30% | No change | 19,003 | $1.1M |
| BWM Planning, LLC | 0.49% | Reduce -1.0% | 18,965 | $1.1M |
| Clark Asset Management, LLC | 0.19% | Add +0.0% | 18,879 | $1.1M |
| Onyx Financial Advisors, LLC | 0.59% | Add +0.0% | 18,508 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.16% | No change | 18,355 | $1.1M |
| Clarity Wealth Development LLC | 1.24% | Reduce -6.2% | 18,469 | $1.1M |
| Samalin Investment Counsel, LLC | 0.45% | Add +220.4% | 18,207 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 17,771 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | No change | 17,647 | $1.1M |
| Professional Financial Advisors, LLC | 0.27% | Add +0.2% | 17,604 | $1.1M |
| JT Stratford LLC | 0.19% | Add +17.4% | 17,556 | $1.1M |
| LGL Partners, LLC | 0.50% | Reduce -69.2% | 17,173 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.0M |
| Aviance Capital Partners, LLC | 0.14% | New | 16,986 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.24% | No change | 16,915 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.26% | Add +14.2% | 17,894 | $1.0M |
| Family Investment Center, Inc. | 0.25% | Add +0.1% | 16,754 | $1.0M |
| Texas Yale Capital Corp. | 0.04% | Reduce -0.2% | 16,675 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +2.5% | 16,618 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 16,495 | $998K |
| WorthPointe, LLC | 0.45% | Reduce -4.9% | 16,437 | $994K |
| Western Wealth Management, LLC | 0.07% | Add +1.3% | 16,214 | $981K |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 15,999 | $968K |
| CRA Financial Services, LLC | 0.16% | No change | 15,868 | $960K |
| 25 LLC | 0.39% | Add +0.1% | 15,725 | $951K |
| Prestige Wealth Management Group LLC | 0.20% | Reduce -2.8% | 15,581 | $942K |
| Wells Fargo & Company | 0.00% | Add +169.9% | 15,476 | $936K |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.5% | 15,265 | $923K |
| Mather Group, Llc. | 0.01% | Add +187.7% | 15,042 | $910K |
| Measured Wealth Private Client Group, LLC | 0.29% | Reduce -0.6% | 15,020 | $908K |
| Baird Financial Group, Inc. | 0.00% | Reduce -62.5% | 14,777 | $894K |
| WestHill Financial Advisors, Inc. | 0.20% | Reduce -1.0% | 14,717 | $890K |
| Private Management Group Inc. | 0.03% | Add +0.1% | 14,668 | $887K |
| North Ridge Wealth Advisors, Inc. | 0.59% | Reduce -0.5% | 14,544 | $880K |
| Summit Asset Management, LLC | 0.15% | No change | 14,345 | $868K |
| McIlrath & Eck, LLC | 0.11% | Add +468.8% | 14,293 | $864K |
| Renaissance Technologies | 0.00% | Reduce -71.3% | 14,200 | $859K |
| Montz Harcus Wealth Management LLC | 0.47% | New | 14,176 | $857K |
| Cadence Bank | 0.06% | Reduce -1.9% | 14,168 | $857K |
| Sanctuary Advisors, LLC | 0.01% | Add +20.7% | 14,109 | $853K |
| Magnolia Private Wealth, LLC | 0.72% | New | 208,824 | $853K |
| Diversify Advisory Services, LLC | 0.05% | Add +39.4% | 14,154 | $849K |
| Commerce Bank | 0.01% | No change | 13,887 | $840K |
| Mustard Seed Financial, LLC | 0.67% | Reduce -0.2% | 13,782 | $834K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 13,696 | $828K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -38.8% | 13,669 | $827K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $825K |
| Phillips Financial Management, LLC | 0.06% | Reduce -2.9% | 13,535 | $819K |
| Leo Wealth, LLC | 0.12% | Reduce -6.1% | 13,308 | $805K |
| IFG Advisors, LLC | 0.15% | Add +2.3% | 13,277 | $803K |
| Naples Global Advisors, LLC | 0.08% | No change | 13,152 | $795K |
| SP Asset Management LLC | 0.07% | Add +0.2% | 13,025 | $788K |
| Calydon Capital | 0.15% | Add +0.2% | 13,003 | $786K |
| Milestone Asset Management Group, LLC | 0.70% | Reduce -0.2% | 12,848 | $777K |
| Arax Advisory Partners | 0.05% | Add +366.9% | 12,845 | $777K |
| Compass Ion Advisors, LLC | 0.09% | New | 12,703 | $768K |
| Forum Private Client Group LLC | 0.33% | Reduce -3.4% | 12,644 | $765K |
| Townsquare Capital LLC | 0.01% | Add +3.5% | 12,612 | $763K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.9% | 12,594 | $762K |
| AdvisorNet Financial, Inc | 0.06% | Add +50.7% | 12,485 | $755K |
| Shira Ridge Wealth Management | 0.37% | Reduce -11.4% | 12,407 | $750K |
| Montis Financial, LLC | 0.22% | Add +0.0% | 12,394 | $750K |
| Ameriprise Financial Inc. | 0.00% | Add +75.3% | 12,238 | $740K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 12,236 | $740K |
| Wealthspan Partners, LLC | 0.34% | No change | 12,228 | $740K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,210 | $738K |
| Center for Financial Planning, Inc. | 0.09% | No change | 12,183 | $737K |
| Essex Financial Services, Inc. | 0.05% | Add +13.1% | 11,989 | $725K |
| QRG Capital Management, Inc. | 0.01% | Add +3.5% | 11,870 | $718K |
| Klingman & Associates, LLC | 0.04% | No change | 11,724 | $709K |
| Trademark Financial Management, LLC | 0.54% | No change | 11,600 | $702K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 11,595 | $701K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +6.3% | 11,539 | $694K |
| Cathy Pareto & Associates, Inc. | 0.61% | Reduce -2.2% | 11,471 | $694K |
| Evoke Wealth, LLC | 0.02% | No change | 11,371 | $688K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -9.3% | 11,183 | $676K |
| Fortis Capital Advisors, LLC | 0.14% | No change | 11,074 | $670K |
| Belpointe Asset Management LLC | 0.03% | No change | 11,074 | $670K |
| R. W. Roge & Company, Inc. | 0.37% | Add +121.7% | 11,045 | $668K |
| NorthRock Partners, LLC | 0.02% | Add +0.2% | 11,018 | $666K |
| Seaside Wealth Management, Inc. | 0.24% | Reduce -5.2% | 10,987 | $664K |
| Everhart Financial Group, Inc. | 0.09% | New | 10,830 | $655K |
| Csenge Advisory Group | 0.04% | Add +1.4% | 11,460 | $652K |
| Aegis Wealth Management LLC | 0.38% | New | 10,716 | $648K |
| waypoint wealth counsel | 0.39% | No change | 10,394 | $629K |
| Ritholtz Wealth Management | 0.02% | No change | 10,366 | $627K |
| Private Advisory Group LLC | 0.07% | No change | 10,361 | $627K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +0.0% | 10,329 | $625K |
| Sfmg, LLC | 0.05% | Add +0.0% | 10,293 | $623K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | New | 10,263 | $621K |
| Curi Capital, LLC | 0.02% | Add +0.2% | 10,249 | $620K |
| TruNorth Capital Management, LLC | 0.15% | No change | 10,228 | $619K |
| Faithward Advisors, LLC | 0.11% | Reduce -6.7% | 10,203 | $617K |
| Hanover Advisors Inc. | 0.27% | Reduce -0.3% | 10,166 | $615K |
| Nalls Sherbakoff Group, LLC | 0.50% | — | 10,157 | $614K |
| Sterling Financial Planning, Inc. | 0.22% | Add +12.0% | 10,123 | $612K |
| Condor Capital Management | 0.06% | No change | 10,093 | $610K |
| MAI Capital Management | 0.00% | Add +5.6% | 10,092 | $610K |
| Bannerman Wealth Management Group, LLC | 0.50% | No change | 10,045 | $608K |
| TPG Financial Advisors, LLC | 0.27% | Reduce -5.5% | 10,040 | $607K |
| Geometric Wealth Advisors | 0.10% | No change | 9,885 | $598K |
| Consolidated Portfolio Review Corp | 0.10% | Add +69.4% | 9,875 | $597K |
| Towneley Capital Management, Inc / DE | 0.14% | Reduce -6.4% | 9,872 | $597K |
| Sincerus Advisory, LLC | 0.62% | Add +0.3% | 9,765 | $591K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 9,727 | $588K |
| Perigon Wealth Management, LLC | 0.01% | Add +37.8% | 9,579 | $579K |
| Cross Staff Investments Inc | 0.44% | No change | 9,576 | $579K |
| Greenspring Advisors, LLC | 0.14% | Reduce -3.2% | 9,556 | $578K |
| Brogan Financial, Inc. | 0.28% | Add +0.2% | 9,480 | $573K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 9,462 | $572K |
| Intelligent Financial Strategies | 0.29% | Reduce -8.5% | 9,115 | $551K |
| Visionary Wealth Advisors | 0.03% | Reduce -5.0% | 9,070 | $549K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $543K |
| TFB Advisors LLC | 0.16% | Reduce -0.9% | 8,937 | $541K |
| Traction Financial Partners, LLC | 0.42% | Add +25.2% | 8,888 | $538K |
| Composition Wealth, LLC | 0.01% | Reduce -4.7% | 8,832 | $534K |
| Safeguard Financial, LLC | 0.12% | Reduce -62.1% | 8,821 | $533K |
| Ironwood Financial, llc | 0.11% | Reduce -4.9% | 8,762 | $530K |
| Boyce & Associates Wealth Consulting, Inc. | 0.52% | Add +0.2% | 8,672 | $524K |
| Aspect Partners, LLC | 0.30% | No change | 8,635 | $522K |
| Quarry Hill Advisors, LLC | 0.34% | Reduce -0.4% | 8,593 | $520K |
| Cape Investment Advisory, Inc. | 0.21% | Add +3.8% | 8,588 | $519K |
| Madrona Financial Services, LLC | 0.14% | No change | 8,547 | $517K |
| Builder Investment Group Inc. | 0.15% | Add +38.6% | 8,510 | $515K |
| Francis Financial, Inc. | 0.12% | No change | 8,400 | $508K |
| Bridge Generations Wealth Management LLC | 0.32% | No change | 8,364 | $506K |
| Old Mission Capital LLC | 0.01% | New | 8,316 | $503K |
| Stonebrook Private Inc. | 0.13% | Reduce -10.9% | 8,290 | $501K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 8,289 | $501K |
| Stewardship Advisors, LLC | 0.13% | Add +20.0% | 8,252 | $499K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 8,056 | $487K |
| First Western Trust Bank | 0.02% | No change | 7,994 | $483K |
| Leavell Investment Management, Inc. | 0.02% | Add +21.8% | 7,899 | $478K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -6.0% | 7,819 | $473K |
| Allied Investment Advisors, LLC | 0.09% | No change | 7,752 | $469K |
| Nicolet Bankshares Inc. | 0.09% | No change | 7,736 | $468K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $465K |
| M1 Capital Management LLC | 0.29% | No change | 7,545 | $456K |
| PCG Wealth Advisors, LLC | 0.16% | No change | 7,504 | $454K |
| SOL Capital Management CO | 0.05% | Add +70.0% | 7,480 | $452K |
| Peavine Capital, LLC | 0.12% | No change | 7,433 | $450K |
| Westwood Wealth Management | 0.19% | No change | 7,420 | $449K |
| Shared Vision Wealth Group LLC | 0.24% | No change | 7,290 | $441K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $435K |
| Gradient Investments LLC | 0.01% | Add +79.8% | 7,078 | $428K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $426K |
| Cladis Investment Advisory, LLC | 0.31% | Reduce -5.7% | 7,015 | $424K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,933 | $419K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 6,907 | $418K |
| New Dimensions Wealth Management, LLC | 0.42% | — | 6,907 | $418K |
| NorthCoast Asset Management LLC | 0.00% | No change | 6,885 | $416K |
| Brookstone Capital Management | 0.01% | Reduce -4.5% | 6,732 | $407K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,705 | $406K |
| Private Trust Co. NA | 0.04% | Add +7.6% | 6,690 | $405K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $404K |
| Essential Planning, LLC. | 0.16% | Reduce -98.8% | 6,583 | $398K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.2% | 6,526 | $395K |
| Penobscot Wealth Management | 0.17% | No change | 6,519 | $394K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -70.4% | 6,399 | $387K |
| BIP Wealth, LLC | 0.03% | No change | 6,382 | $386K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 6,353 | $384K |
| Hollencrest Capital Management | 0.02% | Reduce -16.2% | 6,328 | $383K |
| HMV Wealth Advisors, LLC | 0.30% | New | 6,295 | $381K |
| Kelly Financial Group LLC | 0.12% | New | 6,287 | $380K |
| Rebalance, LLC | 0.03% | Add +0.2% | 6,263 | $379K |
| Signature Resources Capital Management, LLC | 0.33% | No change | 6,256 | $378K |
| Northeast Planning Associates, Inc. / NH / | 0.31% | No change | 6,251 | $378K |
| CENTRAL TRUST Co | 0.01% | No change | 6,099 | $369K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,086 | $368K |
| Norden Group LLC | 0.04% | Add +0.2% | 6,052 | $366K |
| Washington Trust Bank | 0.04% | No change | 6,013 | $364K |
| Compound Planning, Inc. | 0.02% | Add +9.0% | 5,893 | $356K |
| Sharkey, Howes & Javer | 0.05% | Add +0.2% | 5,807 | $351K |
| Signature Wealth Management Group | 0.14% | Add +81.7% | 5,764 | $349K |
| Alliance Wealth Management Group | 0.09% | No change | 5,721 | $346K |
| Towercrest Capital Management | 0.07% | No change | 5,721 | $346K |
| Tableaux LLC | 0.25% | Add +17.4% | 5,690 | $344K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $343K |
| Versant Capital Management, Inc | 0.06% | Add +0.2% | 5,615 | $340K |
| Apriem Advisors | 0.04% | No change | 5,610 | $339K |
| Baker Ellis Asset Management LLC | 0.05% | New | 5,587 | $338K |
| Wealth Advisors Northwest LLC | 0.21% | No change | 5,477 | $331K |
| Gill Capital Partners, LLC | 0.11% | Reduce -13.0% | 5,424 | $328K |
| Brady Martz Wealth Solutions, LLC | 0.07% | Add +3.8% | 5,386 | $326K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,296 | $320K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -3.3% | 5,294 | $320K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 5,414 | $314K |
| Valued Wealth Advisors LLC | 0.19% | Reduce -57.2% | 5,186 | $314K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 5,165 | $312K |
| Gradient Capital Advisors, LLC | 0.10% | Reduce -1.7% | 5,155 | $312K |
| Burney Co./ | 0.01% | No change | 5,117 | $309K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $309K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,087 | $308K |
| True North Advisors, LLC | 0.05% | No change | 5,074 | $307K |
| Caldwell Trust Co | 0.03% | No change | 5,070 | $307K |
| Busey Bank | 0.01% | No change | 5,015 | $303K |
| First National Trust Co | 0.01% | No change | 5,000 | $302K |
| Sage Private Wealth Group, LLC | 0.23% | New | 4,997 | $302K |
| Focused Wealth Management, Inc | 0.04% | Add +0.2% | 4,996 | $302K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $302K |
| Integrity Investment Advisors, LLC | 0.28% | — | 4,989 | $302K |
| Ascent Group, LLC | 0.01% | Reduce -4.8% | 4,953 | $300K |
| UMB Bank, n.a. | 0.00% | No change | 4,939 | $299K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -14.7% | 4,920 | $298K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $294K |
| World Investment Advisors | 0.01% | Add +0.2% | 4,854 | $294K |
| Tanager Wealth Management LLP | 0.04% | Add +0.2% | 4,845 | $293K |
| One Capital Management, LLC | 0.01% | No change | 4,834 | $292K |
| Arcadia Wealth Management, Inc. | 0.23% | No change | 4,826 | $292K |
| Sittner & Nelson, LLC | 0.12% | Add +558.1% | 4,804 | $291K |
| Whalen Wealth Management Inc. | 0.19% | Add +0.2% | 4,778 | $289K |
| MBE Wealth Management, LLC | 0.14% | New | 4,771 | $289K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 4,763 | $288K |
| Glassman Wealth Services | 0.05% | Add +2.5% | 4,743 | $287K |
| DSG Capital Advisors, LLC | 0.06% | No change | 4,727 | $286K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,707 | $285K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $284K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $281K |
| Westmount Partners, LLC | 0.08% | No change | 4,561 | $276K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -23.9% | 4,540 | $275K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,538 | $274K |
| Financial Insights, Inc. | 0.11% | No change | 4,536 | $274K |
| Wingate Wealth Advisors, Inc. | 0.31% | Reduce -41.4% | 4,513 | $273K |
| Aerodigm Wealth, LLC | 0.15% | No change | 4,508 | $273K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,496 | $272K |
| Integrity Financial Corp | 0.15% | New | 4,485 | $271K |
| Martin Worley Group | 0.15% | No change | 4,472 | $270K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.1% | 4,450 | $269K |
| SageOak Financial, LLC | 0.24% | Add +21.4% | 4,436 | $268K |
| Integrity Wealth Solutions LLC | 0.14% | New | 4,350 | $263K |
| Northern Financial Advisors Inc | 0.22% | Add +0.1% | 4,342 | $263K |
| Hidden Cove Wealth Management, LLC | 0.21% | No change | 4,338 | $262K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 4,110 | $262K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 4,323 | $261K |
| Ellevest, Inc. | 0.02% | Add +0.2% | 4,301 | $260K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -23.8% | 4,297 | $260K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $260K |
| Vance Wealth, LLC | 0.10% | Reduce -0.7% | 4,292 | $260K |
| Grandfield & Dodd, LLC | 0.02% | No change | 4,199 | $254K |
| Synergy Asset Management, LLC | 0.03% | Reduce -23.0% | 4,199 | $254K |
| Motco | 0.03% | No change | 4,184 | $253K |
| Redwood Park Advisors LLC | 0.21% | Reduce -31.5% | 4,175 | $253K |
| Seed Wealth Management, Inc. | 0.20% | No change | 4,150 | $251K |
| Capstone Capital LLC | 0.20% | No change | 4,133 | $250K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 4,122 | $249K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $247K |
| CGN Advisors LLC | 0.02% | New | 4,064 | $246K |
| City National Bank of Florida | 0.22% | No change | 4,056 | $245K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.1% | 3,913 | $245K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.3% | 4,524 | $243K |
| Elios Financial Group Inc. | 0.12% | No change | 3,995 | $242K |
| Beta Wealth Group, Inc. | 0.09% | Reduce -22.2% | 3,980 | $241K |
| Matauro, LLC | 0.05% | Add +8.8% | 3,877 | $234K |
| Elevation Wealth Partners, LLC | 0.10% | Add +0.2% | 3,869 | $234K |
| Advisors Management Group Inc. | 0.05% | No change | 3,828 | $232K |
| SCS Capital Management LLC | 0.00% | New | 3,834 | $232K |
| HWG Holdings LP | 0.10% | No change | 3,819 | $231K |
| Blue Trust, Inc. | 0.00% | Add +24.9% | 3,812 | $231K |
| MJP Associates Inc. | 0.04% | Add +0.2% | 3,784 | $229K |
| Advisor OS, LLC | 0.03% | Add +0.2% | 3,784 | $229K |
| Robinswood Financial LLC | 0.08% | No change | 3,763 | $228K |
| Proathlete Wealth Management LLC | 0.08% | Add +0.2% | 3,746 | $227K |
| RB Capital Management, LLC | 0.06% | No change | 3,721 | $225K |
| Brooklyn FI, LLC | 0.07% | No change | 3,676 | $222K |
| Capital Square, LLC | 0.13% | No change | 3,641 | $220K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,635 | $220K |
| Financial Connections Group, Inc. | 0.10% | Add +28.9% | 3,630 | $219K |
| Stratos Investment Management, LLC | 0.01% | No change | 3,575 | $216K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -4.4% | 3,514 | $215K |
| Accredited Investors Inc. | 0.01% | No change | 3,524 | $213K |
| Prudent Man Investment Management, Inc. | 0.12% | No change | 3,336 | $213K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,509 | $212K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 3,502 | $212K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $211K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -50.0% | 3,476 | $210K |
| Fisher Asset Management | 0.00% | Reduce -72.1% | 3,471 | $210K |
| Silicon Valley Capital Partners | 0.03% | Add +0.2% | 3,389 | $204K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,370 | $204K |
| American Financial Advisors, LLC | 0.03% | Add +0.0% | 3,346 | $202K |
| Mattson Financial Services, LLC | 0.06% | New | 3,141 | $190K |
| Avondale Wealth Management | 0.12% | New | 3,035 | $184K |
| Qube Research & Technologies Ltd | 0.00% | Add +86.5% | 3,031 | $183K |
| AlphaCore Capital LLC | 0.02% | New | 2,943 | $178K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -33.8% | 2,939 | $178K |
| City State Bank | 0.06% | No change | 2,880 | $174K |
| Raffa Wealth Management, LLC | 0.04% | Reduce -2.1% | 2,819 | $171K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,450 | $148K |
| PrairieView Partners, LLC | 0.01% | No change | 2,275 | $137K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 2,264 | $137K |
| First Community Trust NA | 0.12% | No change | 2,207 | $133K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 2,161 | $131K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -12.1% | 1,955 | $118K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -10.7% | 1,920 | $117K |
| WealthCollab, LLC | 0.07% | No change | 1,860 | $112K |
| Atmos Advisory, LLC | 0.07% | Add +0.2% | 1,830 | $111K |
| Perritt Capital Management Inc | 0.06% | Add +0.2% | 1,771 | $107K |
| Transce3nd, LLC | 0.05% | Reduce -50.0% | 1,884 | $105K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,705 | $103K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,623 | $98K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | Reduce -0.1% | 1,552 | $94K |
| S.A. Mason LLC | 0.05% | No change | 1,491 | $90K |
| 10Elms LLP | 0.10% | No change | 1,380 | $83K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 1,302 | $79K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $75K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +30.4% | 1,159 | $70K |
| BlackRock, Inc. | 0.00% | Add +382.8% | 1,149 | $69K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,118 | $68K |
| Olistico Wealth, LLC | 0.04% | No change | 1,104 | $67K |
| Fiduciary Advisors, Inc. | 0.06% | Add +0.3% | 1,068 | $65K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,035 | $63K |
| Crews Bank & Trust | 0.01% | No change | 1,034 | $63K |
| Accredited Wealth Management, LLC | 0.05% | No change | 1,004 | $61K |
| Bristlecone Advisors, LLC | 0.00% | No change | 929 | $56K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 822 | $50K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +9.9% | 810 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 750 | $48K |
| Ancora Advisors LLC | 0.00% | No change | 785 | $47K |
| Cornerstone Planning Group LLC | 0.01% | Add +208.1% | 801 | $46K |
| Nemes Rush Group LLC | 0.01% | New | 667 | $40K |
| Pineridge Advisors LLC | 0.01% | Add +0.3% | 566 | $34K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $32K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $32K |
| Comerica Bank | 0.00% | No change | 512 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 482 | $29K |
| Continuum Advisory, LLC | 0.00% | No change | 447 | $27K |
| Fairscale Capital, LLC | 0.02% | Add +39.1% | 445 | $27K |
| Colonial Trust Co / SC | 0.00% | Reduce -7.0% | 400 | $24K |
| North Capital, Inc. | 0.02% | — | 369 | $22K |
| WASHINGTON TRUST Co | 0.00% | No change | 361 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 359 | $22K |
| Truvestments Capital LLC | 0.00% | Add +0.3% | 316 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 313 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | New | 290 | $18K |
| Brooklyn Investment Group | 0.00% | No change | 272 | $16K |
| Cloud Capital Management, LLC | 0.01% | — | 267 | $16K |
| Winch Advisory Services, LLC | 0.00% | No change | 222 | $13K |
| Navigoe, LLC | 0.01% | No change | 227 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 166 | $10K |
| IFP Advisors, Inc | 0.00% | New | 133 | $8K |
| Davis Capital Management | 0.01% | Add +62.1% | 107 | $6K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 104 | $6K |
| Spurstone Advisory Services, LLC | 0.08% | No change | 70 | $4K |
| Bfsg, LLC | 0.00% | No change | 65 | $4K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -97.2% | 45 | $3K |
| Quent Capital, LLC | 0.00% | No change | 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.