Dimensional US Eq MKT ETFDFUSETF
13F holders, Q2 2025 (June 30)741holders +37
50new positions
20sold out
4famous investors
$66.27avg. 13F price*
At the end of Q2 2025, 741 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 37 from Q1 2025. 50 opened new positions and 20 sold out. The largest holders were Prudential Financial Inc. ($2.9B), Focus Partners Wealth ($541.9M) and Maseco LLP ($529.3M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $61.9M |
| Exits | 20 | $22.5M |
All 13F filers, Q1 2025 → Q2 2025: 10,019,098 shares bought and 4,927,190 shares sold, net +5,091,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 741 holders
| Prudential Financial Inc. | 3.72% | Add +6.0% | 45,111,138 | $2.9B |
| Focus Partners Wealth | 1.18% | Reduce -3.5% | 8,084,925 | $541.9M |
| Maseco LLP | 20.12% | — | 7,896,996 | $529.3M |
| Index Fund Advisors, Inc. | 19.01% | Reduce -2.1% | 5,052,581 | $338.6M |
| Plancorp, LLC | 10.67% | Reduce -2.5% | 4,595,119 | $308.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +3.6% | 3,976,107 | $266.5M |
| LPL Financial LLC | 0.08% | Add +0.5% | 3,626,695 | $243.1M |
| Creative Planning | 0.20% | Reduce -0.8% | 3,530,566 | $236.6M |
| Sax Wealth Advisors, LLC | 13.87% | Add +0.8% | 3,425,092 | $229.5M |
| Root Financial Partners, LLC | 20.05% | Add +7.0% | 3,095,429 | $207.5M |
| TCI Wealth Advisors, Inc. | 12.54% | Add +10.0% | 2,730,367 | $183.0M |
| Mercer Global Advisors Inc. | 0.38% | Add +1.3% | 2,517,541 | $168.7M |
| Zhang Financial LLC | 7.41% | Reduce -4.4% | 2,396,803 | $160.6M |
| Great Waters Wealth Management | 20.84% | Add +1.0% | 2,390,540 | $160.2M |
| G2 Capital Management, LLC / Oh | 41.02% | Add +21.4% | 2,178,411 | $146.0M |
| Focus Partners Advisor Solutions, LLC | 1.81% | Add +3.2% | 2,023,380 | $135.6M |
| Mariner, LLC | 0.19% | Add +25.3% | 1,987,532 | $133.2M |
| Corient Private Wealth LP | 0.15% | Reduce -10.5% | 1,725,750 | $115.7M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +1.7% | 1,634,690 | $111.1M |
| Intelligence Driven Advisers, LLC | 15.49% | Add +14.7% | 1,532,653 | $102.7M |
| Flagstone Financial Management | 28.18% | Add +5.8% | 1,466,921 | $98.3M |
| Sequoia Financial Advisors, LLC | 0.66% | Reduce -1.3% | 1,436,823 | $96.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.7% | 1,431,480 | $95.9M |
| JFS Wealth Advisors, LLC | 6.02% | Add +1.7% | 1,411,720 | $94.6M |
| Royal Bank of Canada | 0.02% | Add +6.3% | 1,299,746 | $87.1M |
| Commonwealth Equity Services, LLC | 0.11% | Add +5.3% | 1,226,641 | $82.2M |
| DiNuzzo Private Wealth, Inc. | 9.75% | Add +2.3% | 1,224,999 | $82.1M |
| Forum Financial Management, LP | 1.24% | Reduce -1.0% | 1,219,630 | $81.7M |
| Modera Wealth Management, LLC | 1.00% | Add +5.3% | 1,205,949 | $80.8M |
| Apella Capital, LLC | 2.15% | Add +64.5% | 1,177,252 | $79.4M |
| Chicago Partners Investment Group LLC | 2.15% | Add +2.6% | 1,081,221 | $74.4M |
| Bank of America Corp. | 0.01% | Add +15.4% | 1,090,394 | $73.1M |
| Colony Family Offices, LLC | 17.83% | Add +7.2% | 1,029,271 | $69.0M |
| Foster Group, Inc. | 2.33% | Reduce -0.5% | 1,013,963 | $68.0M |
| Choreo, LLC | 0.94% | Reduce -1.0% | 1,009,455 | $67.7M |
| Austin Asset Management Co Inc | 13.38% | Reduce -5.9% | 985,771 | $66.1M |
| Evanson Asset Management, LLC | 3.94% | Reduce -2.4% | 946,784 | $63.5M |
| Savant Capital, LLC | 0.44% | Reduce -3.7% | 916,262 | $61.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 912,390 | $61.1M |
| PBMares Wealth Management LLC | 11.19% | Add +11.7% | 911,954 | $61.1M |
| SouthState Bank Corp | 2.66% | Reduce -23.3% | 908,286 | $60.9M |
| Heritage Wealth Management, Inc./Texas | 29.36% | Add +12.8% | 882,747 | $59.1M |
| Quadcap Wealth Management, LLC | 7.13% | Add +8.8% | 837,611 | $56.1M |
| OLIO Financial Planning | 17.12% | Add +6.5% | 809,909 | $54.3M |
| Willow Creek Wealth Management Inc. | 4.80% | Add +7.1% | 796,649 | $53.4M |
| 1900 Wealth Management LLC | 3.89% | Add +0.1% | 766,624 | $51.4M |
| Everest Private Wealth | 36.13% | Add +17.5% | 750,294 | $50.3M |
| RS Crum Inc. | 11.59% | Add +3.8% | 721,564 | $48.4M |
| Wealth Management Nebraska | 6.51% | Add +5.1% | 721,271 | $48.1M |
| Truist Financial Corp. | 0.07% | Reduce -2.0% | 712,470 | $47.7M |
| Assetmark, Inc. | 0.11% | Reduce -43.7% | 696,320 | $46.7M |
| Aspen Wealth Management LLC | 11.57% | Add +16.4% | 695,585 | $46.6M |
| McLean Asset Management Corp | 11.94% | Add +0.1% | 675,427 | $45.5M |
| Asset Dedication, LLC | 3.26% | Add +6.6% | 670,487 | $44.9M |
| Freedom Investment Management, Inc. | 3.56% | Add +122.9% | 665,448 | $44.6M |
| Vermillion Wealth Management, Inc. | 20.63% | Add +9.8% | 644,963 | $43.2M |
| Dynamic Advisor Solutions LLC | 1.32% | Reduce -2.8% | 637,122 | $42.7M |
| Kestra Advisory Services, LLC | 0.20% | Add +8.7% | 601,524 | $40.3M |
| Crown Wealth Group, LLC | 14.64% | Add +33.7% | 581,352 | $39.0M |
| Cerity Partners LLC | 0.07% | Add +1.0% | 574,599 | $38.5M |
| KM Capital Management Ltd. | 18.77% | Reduce -0.0% | 567,600 | $38.0M |
| Equitable Holdings, Inc. | 0.30% | Add +4.0% | 547,471 | $36.7M |
| Pine Harbor Wealth Management, LLC | 12.24% | Add +1.4% | 519,119 | $34.8M |
| Mason & Associates Inc | 7.91% | Reduce -52.2% | 511,481 | $34.3M |
| Hurlow Wealth Management Group, Inc. | 9.63% | Add +6.7% | 508,591 | $34.1M |
| Heritage Investment Group, Inc. | 5.83% | Reduce -0.5% | 504,951 | $33.8M |
| Disciplined Equity Management, Inc. | 19.66% | Add +9.5% | 499,676 | $33.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.8% | 498,441 | $33.4M |
| Graver Capital Management, LLC | 29.53% | Add +7.6% | 498,287 | $33.4M |
| Wealthstream Advisors, Inc. | 5.55% | Reduce -1.0% | 497,847 | $33.4M |
| ARK & TLK Investments, LLC | 10.38% | Reduce -1.0% | 482,598 | $32.3M |
| AG Asset Advisory, LLC | 26.22% | Add +0.5% | 450,260 | $30.2M |
| Retirement Solution LLC | 7.68% | Reduce -1.9% | 448,953 | $30.1M |
| TCP Asset Management, LLC | 5.95% | Add +2.2% | 447,495 | $30.0M |
| Dixon Fnancial Services, Inc. | 14.95% | Reduce -0.5% | 441,725 | $29.6M |
| MML Investors Services, LLC | 0.09% | Add +6.9% | 439,369 | $29.4M |
| Jackson Thornton Wealth Management, LLC | 3.33% | Add +1.5% | 432,006 | $29.1M |
| SC&H Financial Advisors, Inc. | 4.72% | Add +6.5% | 412,324 | $27.6M |
| Parkwoods Wealth Partners, LLC | 15.15% | Add +0.7% | 391,774 | $26.3M |
| Premier Financial Group | 7.29% | — | 376,483 | $26.2M |
| Timonier Family Office, LTD. | 9.74% | Add +0.7% | 388,711 | $26.1M |
| Morgan Stanley | 0.00% | Add +5.5% | 366,802 | $24.6M |
| Cetera Investment Advisers | 0.04% | Reduce -7.9% | 356,207 | $23.9M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +1.3% | 354,270 | $23.7M |
| Cardiff Park Advisors, LLC | 2.01% | Reduce -4.2% | 346,935 | $23.3M |
| Sterling Wealth Advisors Inc | 14.91% | Reduce -8.2% | 311,464 | $21.1M |
| Farther Finance Advisors, LLC | 0.42% | Reduce -17.7% | 313,128 | $21.0M |
| Allodium Investment Consultants, LLC | 13.23% | Add +5.5% | 311,989 | $20.9M |
| Strategic Investment Solutions, Inc. | 6.29% | Reduce -17.5% | 310,344 | $20.8M |
| Fischer Investment Strategies, LLC | 13.84% | Reduce -32.4% | 307,722 | $20.6M |
| Warwick Investment Management, Inc. | 3.84% | Add +0.1% | 295,718 | $19.8M |
| Osaic Holdings, Inc. | 0.04% | Add +52.3% | 298,825 | $19.7M |
| CarsonAllaria Wealth Management, Ltd. | 10.35% | Add +8.2% | 287,941 | $19.3M |
| Keb Asset Management, LLC | 4.77% | Add +5.1% | 285,749 | $19.2M |
| Security Financial Services, INC. | 3.36% | Add +0.1% | 283,931 | $19.0M |
| Summit X, LLC | 3.53% | Add +1.4% | 282,690 | $18.9M |
| Ruedi Wealth Management, Inc. | 5.57% | Reduce -3.0% | 280,262 | $18.8M |
| Meritas Wealth Management, LLC | 10.21% | Add +2.9% | 277,065 | $18.6M |
| McMill Wealth Management | 6.05% | Add +2.7% | 272,920 | $18.3M |
| Pillar Financial Advisors, LLC | 12.13% | Add +0.7% | 262,135 | $17.6M |
| Babb Wealth Advisors LLC | 12.85% | Add +1.9% | 259,755 | $17.4M |
| Spire Wealth Management | 0.60% | Add +0.2% | 248,866 | $16.7M |
| Bernardo Wealth Planning LLC | 3.53% | Add +53.2% | 242,876 | $16.3M |
| UBS Group AG | 0.00% | Add +18.0% | 238,673 | $16.0M |
| Trinity Financial Advisors LLC | 4.85% | Reduce -7.0% | 236,361 | $15.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +1.2% | 233,918 | $15.7M |
| Larson Financial Group LLC | 0.63% | Reduce -1.7% | 233,876 | $15.7M |
| Royal Harbor Partners, LLC | 5.62% | New | 229,645 | $15.4M |
| Claris Advisors, LLC / Mo / | 5.35% | Reduce -8.3% | 229,443 | $15.4M |
| Investmark Advisory Group LLC | 7.08% | Reduce -8.7% | 225,530 | $15.1M |
| Legacy Financial Group, Inc. | 4.28% | Add +4.2% | 216,015 | $14.5M |
| American Capital Advisory, LLC | 7.07% | Reduce -2.3% | 210,728 | $14.1M |
| Mendota Financial Group, LLC | 13.20% | Add +4.2% | 208,293 | $14.0M |
| GEM Asset Management, LLC | 7.12% | Add +1.9% | 206,149 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.1% | 203,668 | $13.7M |
| Tassel Capital Management, Inc. | 10.37% | Add +4.2% | 201,381 | $13.5M |
| David Wealth Management LLC | 9.75% | Add +6.5% | 195,364 | $13.1M |
| HB Wealth Management, LLC | 0.10% | Add +47.8% | 189,782 | $12.7M |
| Northwest Wealth Management, LLC | 2.27% | Add +0.2% | 187,677 | $12.6M |
| Private Wealth Management Group, LLC | 4.16% | Reduce -9.0% | 186,676 | $12.5M |
| Earned Wealth Advisors, LLC | 2.39% | Add +7.5% | 181,909 | $12.2M |
| Wealthspire Advisors, LLC | 0.07% | Add +0.8% | 181,452 | $12.2M |
| Aptus Capital Advisors, LLC | 0.12% | Add +49.1% | 181,392 | $12.2M |
| Alpha Financial Advisors, LLC | 4.65% | Reduce -1.5% | 179,702 | $12.0M |
| KPP Advisory Services LLC | 1.94% | Add +5.9% | 175,324 | $11.8M |
| Captrust Financial Advisors | 0.03% | Reduce -1.0% | 175,309 | $11.7M |
| PFG Advisors | 0.54% | Add +7.2% | 174,936 | $11.7M |
| Awm Capital, LLC | 1.23% | Reduce -5.1% | 174,909 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +15.1% | 173,621 | $11.6M |
| Allworth Financial LP | 0.06% | Reduce -2.0% | 171,359 | $11.5M |
| Sutton Place Investors LLC | 6.86% | Add +0.1% | 170,180 | $11.4M |
| Capstone Wealth Management, LLC | 9.99% | Add +25.4% | 170,128 | $11.4M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +318.1% | 165,258 | $11.1M |
| Cypress Point Wealth Management, LLC | 2.68% | Reduce -2.4% | 164,500 | $11.0M |
| Investment Advisory Group, LLC | 3.26% | Add +6.2% | 160,626 | $10.8M |
| Physician Wealth Solutions Inc. | 4.96% | Add +2.7% | 159,496 | $10.7M |
| Betterment LLC | 0.02% | Add +62.3% | 159,219 | $10.7M |
| Hughes Financial Services, LLC | 1.82% | Reduce -6.0% | 154,060 | $10.6M |
| Rehmann Capital Advisory Group | 0.64% | Reduce -0.5% | 157,609 | $10.6M |
| American Investment Services, Inc. | 2.67% | Reduce -75.5% | 155,783 | $10.4M |
| Envision Financial Planning, LLC | 4.88% | Reduce -0.9% | 155,640 | $10.4M |
| Cornerstone Financial Group, LLC | 8.69% | Reduce -0.6% | 152,503 | $10.2M |
| Wealth Advisory Team LLC | 9.46% | — | 150,970 | $10.1M |
| Tillman Hartley LLC | 2.85% | Reduce -10.3% | 150,301 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -47.8% | 150,036 | $10.1M |
| Cedar Point Capital Partners, LLC | 7.08% | Reduce -4.9% | 149,774 | $10.0M |
| Concord Asset Management, LLC | 1.50% | New | 148,913 | $10.0M |
| Concord Wealth Partners | 1.46% | Add +4.6% | 148,913 | $10.0M |
| Rf&l Wealth Management, LLC | 6.34% | Add +0.7% | 146,748 | $9.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +34.8% | 146,566 | $9.8M |
| OneDigital Investment Advisors LLC | 0.11% | Add +62.5% | 145,825 | $9.8M |
| Fund Evaluation Group, LLC | 0.38% | Add +5.9% | 145,369 | $9.7M |
| Main Street Financial Solutions, LLC | 0.70% | Add +1.2% | 143,574 | $9.6M |
| Quantinno Capital Management LP | 0.04% | Add +11.9% | 143,113 | $9.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.62% | Reduce -5.3% | 141,554 | $9.5M |
| Sowell Financial Services LLC | 0.37% | Reduce -0.9% | 135,915 | $9.1M |
| Binnacle Investments Inc | 5.78% | Add +5.2% | 132,559 | $8.9M |
| Seneschal Advisors, LLC | 6.65% | Reduce -2.2% | 125,856 | $8.4M |
| Atlantic Union Bankshares Corp | 0.19% | Add +542.8% | 124,429 | $8.3M |
| Robertson Stephens Wealth Management, LLC | 0.29% | Reduce -0.2% | 124,188 | $8.3M |
| Yardley Wealth Management LLC | 4.41% | Add +2.2% | 120,217 | $8.1M |
| JDH Wealth Management, LLC | 5.97% | Add +4.2% | 116,327 | $7.8M |
| Kondo Wealth Advisors, Inc. | 3.34% | Add +0.3% | 112,945 | $7.6M |
| Financial Connections Group, Inc. | 3.10% | Add +2993.3% | 112,287 | $7.5M |
| SeaBridge Investment Advisors LLC | 1.40% | Reduce -2.5% | 112,022 | $7.5M |
| Edge Financial Advisors LLC | 3.94% | New | 111,742 | $7.5M |
| Altiora Financial Group, LLC | 1.46% | Reduce -0.1% | 111,570 | $7.5M |
| FMB Wealth Management | 3.55% | Add +2.8% | 111,342 | $7.5M |
| CPA Asset Management Group, LLC | 3.10% | Reduce -0.1% | 110,198 | $7.4M |
| Hemington Wealth Management | 1.06% | Add +36.0% | 109,680 | $7.3M |
| BostonPremier Wealth LLC | 4.06% | Reduce -0.7% | 109,322 | $7.3M |
| Kraft Asset Management, LLC | 6.79% | Add +12.2% | 108,842 | $7.3M |
| CFS Investment Advisory Services, LLC | 0.59% | Add +6.6% | 108,430 | $7.3M |
| Bayshore Asset Management, LLC | 3.32% | Reduce -0.3% | 108,297 | $7.3M |
| Certified Advisory Corp | 0.75% | Add +6.3% | 106,986 | $7.2M |
| Quantum Financial Advisors, LLC | 0.95% | No change | 104,920 | $7.0M |
| Topsail Wealth Management, LLC | 1.28% | Add +28.5% | 104,638 | $7.0M |
| Gradient Investments LLC | 0.13% | Add +1350.7% | 102,683 | $6.9M |
| Semitam Bonam LLC | 6.38% | — | 101,090 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 99,759 | $6.7M |
| EnRich Financial Partners LLC | 2.01% | Add +8.6% | 97,873 | $6.6M |
| Innovative Wealth Building LLC | 5.41% | Reduce -11.3% | 97,411 | $6.5M |
| Aurelius Family Office LLC | 3.04% | Add +0.7% | 96,140 | $6.4M |
| Two Sigma Investments, LP | 0.01% | New | 95,200 | $6.4M |
| Symmetry Partners, LLC | 0.78% | Reduce -2.4% | 95,062 | $6.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -3.3% | 94,934 | $6.4M |
| First National Bank & Trust Co. of Newtown | 1.27% | Add +14.0% | 94,864 | $6.4M |
| Tortoise Investment Management, LLC | 0.60% | Add +21.6% | 93,196 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.8% | 91,678 | $6.1M |
| EverSource Wealth Advisors, LLC | 0.28% | Reduce -2.2% | 91,007 | $6.1M |
| Burk Holdings LLC | 3.76% | Reduce -15.3% | 89,621 | $6.0M |
| RFG Advisory, LLC | 0.14% | Add +279.1% | 89,054 | $6.0M |
| Vantage Point Financial LLC | 2.57% | Add +0.4% | 87,355 | $5.9M |
| Gemmer Asset Management LLC | 0.52% | Reduce -2.9% | 86,959 | $5.8M |
| Lauterbach Financial Advisors, LLC | 3.20% | Add +48.4% | 86,910 | $5.8M |
| Greenwood Capital Associates LLC | 0.72% | Add +21.3% | 85,782 | $5.7M |
| Herold Advisors, Inc. | 1.20% | Reduce -5.2% | 85,199 | $5.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.0% | 85,055 | $5.7M |
| Bridgewater Advisors Inc. | 0.43% | No change | 81,829 | $5.6M |
| Clearstead Advisors, LLC | 0.08% | Reduce -5.2% | 82,445 | $5.5M |
| Oak Wealth Advisors LLC | 3.53% | Add +0.1% | 82,098 | $5.5M |
| Coston, McIsaac & Partners | 1.42% | Add +12.8% | 81,808 | $5.5M |
| Grunden Financial Advisory, Inc. | 2.39% | Add +3.2% | 80,861 | $5.4M |
| Warburton Capital Management, LLC | 3.19% | Add +294.0% | 78,236 | $5.4M |
| IFG Advisory, LLC | 0.27% | Add +3.1% | 80,074 | $5.4M |
| Ridgeline Wealth, LLC | 4.37% | Reduce -16.5% | 79,993 | $5.4M |
| Mission Wealth Management, LP | 0.12% | Reduce -0.9% | 79,702 | $5.3M |
| AQR Capital Management | 0.00% | Add +20.9% | 79,663 | $5.3M |
| Dopkins Wealth Management, LLC | 2.38% | Add +0.8% | 79,223 | $5.3M |
| Bluespring Wealth Management, LLC | 0.50% | Reduce -1.4% | 78,721 | $5.3M |
| LVZ, Inc. | 0.61% | Add +3.9% | 76,469 | $5.1M |
| Savvy Advisors, Inc. | 0.34% | Add +57.4% | 76,445 | $5.1M |
| Centennial Bank | 2.14% | Add +39.8% | 76,182 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -2.3% | 75,052 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +188.4% | 74,406 | $5.0M |
| Kestra Investment Management, LLC | 0.15% | Add +61.8% | 73,455 | $4.9M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -11.3% | 72,652 | $4.9M |
| Ariadne Wealth Management, LP | 2.29% | Reduce -24.6% | 68,444 | $4.8M |
| Avant Financial Advisors LLC | 3.91% | Add +3.3% | 70,833 | $4.7M |
| Advisory Services Network, LLC | 0.08% | Reduce -0.1% | 68,769 | $4.7M |
| Independent Wealth Network Inc. | 1.70% | Add +6.3% | 69,438 | $4.7M |
| CVA Family Office, LLC | 0.65% | Reduce -26.1% | 69,131 | $4.6M |
| XY Planning Network, Inc. | 1.53% | Add +103.5% | 67,117 | $4.5M |
| Vestia Personal Wealth Advisors | 3.04% | Add +0.1% | 66,176 | $4.4M |
| CPC Advisors, LLC | 0.55% | Reduce -6.4% | 65,654 | $4.4M |
| Hardy Reed LLC | 0.34% | No change | 64,006 | $4.3M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.5% | 61,928 | $4.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -0.4% | 60,730 | $4.1M |
| Axxcess Wealth Management, LLC | 0.10% | Add +209.4% | 60,215 | $4.0M |
| Cwm, LLC | 0.01% | Reduce -4.9% | 60,076 | $4.0M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -0.5% | 59,578 | $4.0M |
| FMR LLC | 0.00% | Add +21.2% | 59,537 | $4.0M |
| CWA Asset Management Group, LLC | 0.17% | Add +0.1% | 59,299 | $4.0M |
| Brown Advisory Inc. | 0.01% | Reduce -0.4% | 58,959 | $4.0M |
| CLG LLC | 1.22% | Add +1.9% | 58,352 | $3.9M |
| HTG Investment Advisors, Inc. | 1.45% | Reduce -0.4% | 58,285 | $3.9M |
| LJI Wealth Management, LLC | 0.67% | Add +32.5% | 57,815 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.0% | 57,767 | $3.9M |
| MPWM Advisory Solutions, LLC | 2.45% | Add +2.7% | 57,644 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +318.4% | 57,196 | $3.8M |
| Werba Rubin Papier Wealth Management | 0.72% | Add +13.5% | 57,114 | $3.8M |
| Websterrogers Financial Advisors, LLC | 1.20% | Reduce -0.2% | 56,284 | $3.8M |
| Clarity Capital Advisors, LLC | 2.16% | Add +0.6% | 55,342 | $3.7M |
| Ballentine Partners, LLC | 0.06% | No change | 54,670 | $3.7M |
| L.K. Benson & Company, P.C. | 2.24% | Reduce -0.0% | 54,499 | $3.7M |
| Beaird Harris Wealth Management, LLC | 0.28% | Reduce -2.3% | 54,124 | $3.6M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.3% | 53,640 | $3.6M |
| DBK Financial Counsel, LLC | 3.24% | Add +12.5% | 53,454 | $3.6M |
| Bank of Montreal | 0.00% | Add +1.5% | 52,196 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -7.8% | 51,351 | $3.4M |
| Kathleen S. Wright Associates Inc. | 1.30% | Reduce -1.1% | 49,514 | $3.3M |
| Sterling Wealth Management, Inc. | 1.12% | — | 48,842 | $3.3M |
| Financial Council, LLC | 1.56% | No change | 48,387 | $3.2M |
| Acorn Wealth Advisors, LLC | 1.19% | Add +5.8% | 47,859 | $3.2M |
| Red Door Wealth Management, LLC | 0.38% | No change | 47,654 | $3.2M |
| Lodestone Wealth Management LLC | 1.55% | Reduce -0.1% | 47,447 | $3.2M |
| Andrews, Lucia Wealth Management LLC | 2.06% | Add +0.3% | 47,356 | $3.2M |
| Squire Investment Management Company, LLC | 1.17% | Add +5.6% | 47,258 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.9% | 46,481 | $3.1M |
| Syverson Strege & Co | 0.73% | Add +0.1% | 46,276 | $3.1M |
| FFT Wealth Management LLC | 0.60% | Add +15.1% | 44,405 | $3.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.40% | Reduce -2.6% | 44,921 | $3.0M |
| Caerus Investment Advisors, LLC | 2.81% | No change | 44,020 | $3.0M |
| Retirement Planning Group, LLC | 0.12% | Reduce -1.5% | 43,375 | $2.9M |
| Elser Financial Planning, Inc | 3.57% | No change | 42,766 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.36% | Reduce -1.1% | 42,620 | $2.9M |
| Factor Wealth Management LTD | 0.76% | Add +1.0% | 41,170 | $2.8M |
| LRI Investments, LLC | 0.23% | Add +0.6% | 40,882 | $2.7M |
| True Wealth Design, LLC | 0.96% | Reduce -1.3% | 40,810 | $2.7M |
| Elevate Wealth Advisory, Inc. | 1.93% | Reduce -8.3% | 40,539 | $2.7M |
| Parkworth Wealth Management, Inc. | 1.96% | Reduce -7.3% | 40,485 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +0.2% | 39,106 | $2.6M |
| Lam Group, Inc. | 1.75% | No change | 39,042 | $2.6M |
| Simplicity Wealth,LLC | 0.11% | Add +41.5% | 38,996 | $2.6M |
| Berger Financial Group, Inc | 0.17% | Add +3.5% | 38,243 | $2.6M |
| Avestar Capital, LLC | 0.19% | Add +2.0% | 37,908 | $2.5M |
| Maryland Capital Advisors Inc. | 0.99% | No change | 37,731 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.2% | 37,333 | $2.5M |
| NBT Bank, N.A. | 0.17% | No change | 36,959 | $2.5M |
| Curio Wealth, LLC | 1.08% | Add +174942.9% | 36,759 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 36,035 | $2.4M |
| Brooklyn FI, LLC | 0.62% | Add +876.5% | 35,895 | $2.4M |
| Shearwater Capital LLC | 1.51% | No change | 35,724 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +0.6% | 35,500 | $2.4M |
| Smartleaf Asset Management LLC | 0.21% | Add +82.0% | 35,582 | $2.4M |
| 21 West Wealth Management LLC | 2.39% | — | 35,284 | $2.4M |
| ETF Portfolio Partners, Inc. | 0.65% | No change | 34,999 | $2.3M |
| Cambridge Financial Group, LLC | 0.88% | Add +1.7% | 34,956 | $2.3M |
| Life Planning Partners, Inc | 1.86% | Add +14.4% | 34,934 | $2.3M |
| Tiaa Trust, National Association | 0.01% | Add +20.7% | 34,347 | $2.3M |
| Amarillo National Bank | 0.42% | No change | 34,028 | $2.3M |
| Physician Wealth Advisors, Inc. | 0.35% | Add +1.1% | 33,476 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -42.8% | 33,442 | $2.2M |
| Poinciana Advisors Group, LLC | 2.02% | Add +28.0% | 33,352 | $2.2M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 31,688 | $2.1M |
| Yoder Wealth Management, Inc. | 1.10% | Reduce -2.3% | 31,550 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.1% | 31,494 | $2.1M |
| Allium Financial Advisors, LLC | 1.82% | No change | 31,246 | $2.1M |
| Kavar Capital Partners Group, LLC | 0.30% | Add +0.0% | 31,244 | $2.1M |
| Clark Asset Management, LLC | 0.28% | Add +63.5% | 30,857 | $2.1M |
| Accurate Wealth Management, LLC | 0.31% | New | 30,148 | $2.0M |
| SJS Investment Consulting Inc. | 0.32% | Add +14.0% | 30,420 | $2.0M |
| BCO Wealth Management LLC | 1.44% | Reduce -0.3% | 30,078 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 29,864 | $2.0M |
| Aprio Wealth Management, LLC | 0.23% | Add +0.0% | 29,783 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -3.8% | 29,025 | $1.9M |
| Team Hewins, LLC | 0.70% | Reduce -5.4% | 29,016 | $1.9M |
| Avantax Planning Partners, Inc. | 0.06% | No change | 28,906 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +12.2% | 28,636 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Add +20.4% | 28,544 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.23% | Reduce -65.5% | 28,435 | $1.9M |
| Dodds Wealth, LLC | 0.51% | Reduce -0.7% | 28,338 | $1.9M |
| Lakeshore Financial Planning, Inc. | 0.76% | Add +8.7% | 28,239 | $1.9M |
| Signaturefd, LLC | 0.03% | No change | 28,111 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Add +4.3% | 27,901 | $1.9M |
| Abacus Wealth Partners, LLC | 0.29% | Reduce -0.3% | 27,875 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.72% | Add +0.1% | 27,860 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +2.8% | 27,853 | $1.9M |
| Winthrop Advisory Group LLC | 0.18% | Add +0.1% | 27,510 | $1.8M |
| Canvas Wealth Advisors, LLC | 0.36% | Add +47.2% | 26,344 | $1.8M |
| Biltmore Family Office, LLC | 0.30% | No change | 26,815 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.29% | No change | 26,723 | $1.8M |
| Falcon Wealth Planning | 0.18% | No change | 26,205 | $1.8M |
| Allegiance Financial Group Advisory Services LLC | 0.46% | Reduce -4.0% | 26,110 | $1.7M |
| Calydon Capital | 0.17% | Add +100.5% | 26,076 | $1.7M |
| Verdence Capital Advisors LLC | 0.12% | Reduce -4.2% | 25,684 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.04% | No change | 25,470 | $1.7M |
| Sensible Money, LLC | 0.65% | Add +3.1% | 25,414 | $1.7M |
| FAS Wealth Partners, Inc. | 0.12% | Add +0.2% | 25,085 | $1.7M |
| Silver Oak Advisory Group, Inc. | 0.81% | No change | 24,981 | $1.7M |
| Citrine Capital LLC | 0.87% | No change | 24,476 | $1.6M |
| Bell Bank | 0.08% | Reduce -0.5% | 24,462 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.3% | 24,447 | $1.6M |
| 49 Wealth Management, LLC | 0.17% | Add +0.3% | 24,320 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +7.9% | 24,316 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +0.2% | 24,122 | $1.6M |
| WNY Asset Management, LLC | 0.18% | Add +0.2% | 24,011 | $1.6M |
| Midwest Trust Co | 0.02% | — | 24,000 | $1.6M |
| Arista Wealth Management, LLC | 0.22% | No change | 23,840 | $1.6M |
| Five Oceans Advisors | 0.68% | Add +9.2% | 23,836 | $1.6M |
| Truepoint, Inc. | 0.04% | No change | 23,812 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +1.2% | 23,724 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +7.5% | 23,637 | $1.6M |
| Cambria Investment Management, L.P. | 0.11% | New | 23,454 | $1.6M |
| Empowered Funds, LLC | 0.02% | New | 23,454 | $1.6M |
| Red Tortoise LLC | 0.76% | Add +0.1% | 23,132 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.5% | 23,116 | $1.5M |
| K2 Financial Inc. | 1.35% | Add +2.0% | 22,660 | $1.5M |
| Parkside Financial Bank & Trust | 0.16% | No change | 22,326 | $1.5M |
| Beacon Financial Strategies CORP | 0.94% | No change | 22,239 | $1.5M |
| SwitchPoint Financial Planning, LLC | 1.22% | Add +2.8% | 22,154 | $1.5M |
| Wick Capital Partners, LLC | 0.38% | Add +278.6% | 83,202 | $1.5M |
| Applied Capital LLC | 0.65% | Reduce -0.6% | 21,933 | $1.5M |
| Long Island Wealth Management, Inc. | 0.76% | No change | 21,929 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -16.1% | 21,413 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | No change | 21,240 | $1.4M |
| Smith Chas P & Associates Pa Cpas | 0.08% | Reduce -1.2% | 21,140 | $1.4M |
| MBM Wealth Consultants, LLC | 0.37% | No change | 20,831 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.35% | Reduce -10.7% | 20,803 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +46.9% | 20,722 | $1.4M |
| Keybank National Association | 0.01% | Reduce -2.3% | 20,581 | $1.4M |
| Samalin Investment Counsel, LLC | 0.53% | Add +11.6% | 20,314 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +0.2% | 19,966 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +18.4% | 19,672 | $1.3M |
| Stratos Investment Management, LLC | 0.06% | Add +448.6% | 19,614 | $1.3M |
| BWM Planning, LLC | 0.45% | Add +1.9% | 19,330 | $1.3M |
| JT Stratford LLC | 0.20% | Add +9.4% | 19,215 | $1.3M |
| First Financial Group Corp | 1.24% | Reduce -0.5% | 18,910 | $1.3M |
| Apollon Financial, LLC | 0.26% | Reduce -54.9% | 18,652 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +46.7% | 18,481 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.16% | No change | 18,355 | $1.2M |
| Onyx Financial Advisors, LLC | 0.57% | Reduce -3.0% | 17,954 | $1.2M |
| Clarity Wealth Development LLC | 1.19% | Reduce -3.3% | 17,869 | $1.2M |
| Professional Financial Advisors, LLC | 0.27% | Add +0.3% | 17,652 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | No change | 17,647 | $1.2M |
| Triad Wealth Partners, LLC | 0.24% | New | 17,634 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -1.5% | 17,509 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | New | 17,312 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,015 | $1.1M |
| Aviance Capital Partners, LLC | 0.15% | No change | 16,986 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.24% | No change | 16,915 | $1.1M |
| Texas Yale Capital Corp. | 0.04% | No change | 16,675 | $1.1M |
| Valued Wealth Advisors LLC | 0.58% | Add +221.1% | 16,654 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -23.8% | 16,571 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 16,495 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +9821.7% | 16,470 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 15,999 | $1.1M |
| &partners | 0.01% | New | 16,189 | $1.1M |
| Consolidated Portfolio Review Corp | 0.15% | Add +61.5% | 15,945 | $1.1M |
| CRA Financial Services, LLC | 0.16% | No change | 15,868 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -2.7% | 15,769 | $1.1M |
| 25 LLC | 0.39% | Add +0.1% | 15,742 | $1.1M |
| W1M Asset Management Ltd | 0.08% | New | 15,741 | $1.1M |
| Harbor Asset Planning, Inc. | 1.00% | — | 15,641 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.6% | 15,351 | $1.0M |
| Beacon Financial Advisory LLC | 0.26% | Reduce -37.8% | 15,045 | $1.0M |
| Mather Group, Llc. | 0.01% | Reduce -0.5% | 14,973 | $1.0M |
| WestHill Financial Advisors, Inc. | 0.21% | No change | 14,717 | $986K |
| Private Management Group Inc. | 0.03% | Reduce -0.3% | 14,618 | $980K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -27.3% | 14,569 | $976K |
| North Ridge Wealth Advisors, Inc. | 0.60% | No change | 14,544 | $975K |
| Williams & Novak, LLC | 0.83% | Reduce -27.0% | 14,535 | $974K |
| Summit Asset Management, LLC | 0.16% | No change | 14,345 | $961K |
| Montz Harcus Wealth Management LLC | 0.46% | Add +1.0% | 14,314 | $959K |
| WorthPointe, LLC | 0.40% | Reduce -12.9% | 14,314 | $959K |
| Cadence Bank | 0.06% | No change | 14,168 | $950K |
| Prestige Wealth Management Group LLC | 0.19% | Reduce -9.3% | 14,131 | $947K |
| Drive Wealth Management, LLC | 0.21% | Reduce -27.7% | 14,081 | $944K |
| Financial Harvest, LLC | 0.70% | New | 13,981 | $937K |
| Mustard Seed Financial, LLC | 0.67% | Add +0.0% | 13,783 | $924K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 13,667 | $916K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 13,637 | $914K |
| Perigon Wealth Management, LLC | 0.02% | Add +42.2% | 13,619 | $913K |
| Measured Wealth Private Client Group, LLC | 0.27% | Reduce -9.7% | 13,559 | $909K |
| Phillips Financial Management, LLC | 0.07% | Add +0.2% | 13,558 | $909K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 13,466 | $903K |
| Leo Wealth, LLC | 0.07% | Add +0.3% | 13,344 | $894K |
| Naples Global Advisors, LLC | 0.08% | No change | 13,152 | $881K |
| SP Asset Management LLC | 0.07% | Add +0.3% | 13,060 | $875K |
| IFG Advisors, LLC | 0.15% | Reduce -2.6% | 12,934 | $867K |
| Pure Financial Advisors, LLC | 0.02% | Add +65.3% | 12,928 | $866K |
| Milestone Asset Management Group, LLC | 0.64% | Add +0.2% | 12,868 | $862K |
| Family Investment Center, Inc. | 0.19% | Reduce -23.6% | 12,806 | $858K |
| Forum Private Client Group LLC | 0.33% | Add +1.2% | 12,796 | $858K |
| Compass Ion Advisors, LLC | 0.09% | Add +0.3% | 12,738 | $854K |
| Cathy Pareto & Associates, Inc. | 0.70% | Add +9.9% | 12,604 | $845K |
| Hanover Advisors Inc. | 0.34% | Add +23.5% | 12,557 | $842K |
| Shira Ridge Wealth Management | 0.38% | Add +0.1% | 12,422 | $833K |
| Montis Financial, LLC | 0.23% | Add +0.1% | 12,411 | $832K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.1% | 12,342 | $827K |
| Evoke Wealth, LLC | 0.02% | Add +8.4% | 12,322 | $826K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 12,283 | $823K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 12,269 | $822K |
| Ameriprise Financial Inc. | 0.00% | No change | 12,238 | $820K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,210 | $818K |
| Center for Financial Planning, Inc. | 0.09% | No change | 12,183 | $817K |
| Wells Fargo & Company | 0.00% | Reduce -21.5% | 12,147 | $814K |
| Wealthspan Partners, LLC | 0.34% | Reduce -0.7% | 12,144 | $814K |
| Montag A & Associates Inc. | 0.04% | Reduce -76.2% | 12,139 | $814K |
| QRG Capital Management, Inc. | 0.01% | Add +1.1% | 11,996 | $804K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +3.3% | 11,924 | $799K |
| Klingman & Associates, LLC | 0.04% | No change | 11,724 | $786K |
| Csenge Advisory Group | 0.04% | Add +7.0% | 12,264 | $784K |
| Trademark Financial Management, LLC | 0.48% | No change | 11,600 | $777K |
| Curi Capital, LLC | 0.01% | Add +12.2% | 11,496 | $770K |
| Commerce Bank | 0.00% | Reduce -18.0% | 11,383 | $763K |
| Baird Financial Group, Inc. | 0.00% | Reduce -24.1% | 11,222 | $752K |
| Diversified Portfolios, Inc. | 0.07% | No change | 11,183 | $749K |
| Fortis Capital Advisors, LLC | 0.13% | No change | 11,074 | $742K |
| Belpointe Asset Management LLC | 0.03% | No change | 11,074 | $742K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 11,048 | $740K |
| Seaside Wealth Management, Inc. | 0.23% | No change | 10,987 | $736K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -25.5% | 10,549 | $736K |
| Everhart Financial Group, Inc. | 0.08% | No change | 10,830 | $726K |
| Sterling Financial Planning, Inc. | 0.24% | Add +5.7% | 10,698 | $717K |
| Coldstream Capital Management Inc. | 0.01% | Add +100.0% | 10,592 | $710K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -9.2% | 10,534 | $706K |
| waypoint wealth counsel | 0.35% | No change | 10,394 | $697K |
| Ritholtz Wealth Management | 0.02% | No change | 10,366 | $695K |
| Private Advisory Group LLC | 0.07% | No change | 10,361 | $694K |
| Faithward Advisors, LLC | 0.11% | Add +1.0% | 10,308 | $691K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,263 | $688K |
| TruNorth Capital Management, LLC | 0.15% | No change | 10,228 | $685K |
| Nalls Sherbakoff Group, LLC | 0.50% | Add +0.2% | 10,181 | $682K |
| Sfmg, LLC | 0.05% | Reduce -1.1% | 10,178 | $682K |
| MAI Capital Management | 0.00% | Add +0.2% | 10,116 | $678K |
| Condor Capital Management | 0.06% | No change | 10,093 | $676K |
| R. W. Roge & Company, Inc. | 0.38% | Reduce -8.7% | 10,080 | $675K |
| Bannerman Wealth Management Group, LLC | 0.52% | No change | 10,045 | $673K |
| Builder Investment Group Inc. | 0.17% | Add +17.4% | 9,987 | $669K |
| Magnolia Private Wealth, LLC | 0.52% | Reduce -95.3% | 9,918 | $665K |
| Towneley Capital Management, Inc / DE | 0.15% | Add +0.3% | 9,899 | $663K |
| Geometric Wealth Advisors | 0.10% | No change | 9,885 | $662K |
| Integrity Financial Corp | 0.33% | Add +116.4% | 9,706 | $650K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 9,676 | $648K |
| Cross Staff Investments Inc | 0.48% | No change | 9,576 | $642K |
| Essex Financial Services, Inc. | 0.04% | Reduce -20.7% | 9,508 | $637K |
| Brogan Financial, Inc. | 0.28% | Add +0.3% | 9,505 | $637K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,473 | $635K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 9,462 | $634K |
| CENTRAL TRUST Co | 0.01% | Add +51.8% | 9,259 | $621K |
| Sincerus Advisory, LLC | 0.58% | Reduce -8.2% | 8,961 | $619K |
| Intelligent Financial Strategies | 0.32% | No change | 9,115 | $611K |
| Visionary Wealth Advisors | 0.03% | No change | 9,070 | $608K |
| Cape Investment Advisory, Inc. | 0.22% | Add +5.3% | 9,039 | $606K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 8,980 | $602K |
| TPG Financial Advisors, LLC | 0.24% | Reduce -11.9% | 8,844 | $593K |
| Composition Wealth, LLC | 0.01% | No change | 8,832 | $592K |
| Stewardship Advisors, LLC | 0.15% | Add +6.6% | 8,800 | $590K |
| Avondale Wealth Management | 0.33% | Add +186.5% | 8,695 | $583K |
| Boyce & Associates Wealth Consulting, Inc. | 0.53% | Add +0.2% | 8,692 | $583K |
| Aspect Partners, LLC | 0.29% | No change | 8,635 | $579K |
| First Bancorp, Inc | 0.33% | New | 8,600 | $576K |
| Quarry Hill Advisors, LLC | 0.34% | No change | 8,593 | $576K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -16.9% | 8,584 | $575K |
| Madrona Financial Services, LLC | 0.14% | No change | 8,547 | $573K |
| Francis Financial, Inc. | 0.13% | No change | 8,400 | $563K |
| Bridge Generations Wealth Management LLC | 0.34% | No change | 8,364 | $561K |
| Great Oak Capital Partners, LLC | 0.16% | New | 8,259 | $559K |
| Compound Planning, Inc. | 0.02% | Add +40.9% | 8,300 | $556K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 8,289 | $556K |
| Leavell Investment Management, Inc. | 0.02% | Add +4.8% | 8,282 | $555K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 8,056 | $540K |
| NorthCoast Asset Management LLC | 0.00% | Add +16.7% | 8,032 | $538K |
| Arax Advisory Partners | 0.02% | Reduce -37.6% | 8,011 | $537K |
| First Western Trust Bank | 0.02% | No change | 7,994 | $536K |
| Ironwood Financial, llc | 0.11% | No change | 8,762 | $530K |
| Kelly Financial Group LLC | 0.15% | Add +25.1% | 7,868 | $527K |
| Lionshead Wealth Management, LLC | 0.48% | New | 7,795 | $522K |
| Allied Investment Advisors, LLC | 0.09% | No change | 7,752 | $520K |
| Nicolet Bankshares Inc. | 0.09% | No change | 7,736 | $518K |
| Traction Financial Partners, LLC | 0.35% | Reduce -13.3% | 7,704 | $516K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,682 | $515K |
| Paladin Wealth, LLC | 0.40% | New | 7,621 | $511K |
| SOL Capital Management CO | 0.05% | Add +0.8% | 7,540 | $505K |
| Shared Vision Wealth Group LLC | 0.25% | No change | 7,290 | $500K |
| Peavine Capital, LLC | 0.12% | No change | 7,433 | $498K |
| Westwood Wealth Management | 0.17% | No change | 7,420 | $497K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 7,411 | $497K |
| McIlrath & Eck, LLC | 0.06% | Reduce -48.4% | 7,369 | $494K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 7,190 | $482K |
| Becker Capital Management Inc. | 0.01% | No change | 7,049 | $472K |
| Cladis Investment Advisory, LLC | 0.29% | No change | 7,015 | $470K |
| Heck Capital Advisors, LLC | 0.04% | New | 6,987 | $468K |
| TFB Advisors LLC | 0.12% | Reduce -22.3% | 6,946 | $466K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,933 | $465K |
| New Dimensions Wealth Management, LLC | 0.42% | Add +0.0% | 6,908 | $463K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 6,907 | $463K |
| Stonebrook Private Inc. | 0.11% | Reduce -17.1% | 6,868 | $460K |
| SpringVest Wealth Management LLC | 0.37% | New | 6,793 | $455K |
| M1 Capital Management LLC | 0.23% | Reduce -10.2% | 6,778 | $454K |
| Strathmore Capital Advisors, Inc. | 0.20% | — | 6,637 | $450K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 6,705 | $449K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 6,684 | $448K |
| Signature Resources Capital Management, LLC | 0.27% | Add +5.6% | 6,606 | $443K |
| Essential Planning, LLC. | 0.16% | No change | 6,583 | $441K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.3% | 6,544 | $439K |
| Penobscot Wealth Management | 0.16% | No change | 6,519 | $437K |
| Private Trust Co. NA | 0.04% | Reduce -2.6% | 6,514 | $437K |
| RAM Investment Partners, LLC | 0.09% | New | 6,500 | $436K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 6,399 | $429K |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 6,384 | $428K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 6,353 | $426K |
| Citadel Advisors | 0.00% | New | 6,329 | $424K |
| Hollencrest Capital Management | 0.02% | No change | 6,328 | $424K |
| HMV Wealth Advisors, LLC | 0.28% | No change | 6,295 | $422K |
| Rebalance, LLC | 0.03% | Add +0.3% | 6,280 | $421K |
| Global Retirement Partners, LLC | 0.01% | — | 6,270 | $420K |
| Northeast Planning Associates, Inc. / NH / | 0.39% | No change | 6,251 | $419K |
| Signature Wealth Management Group | 0.16% | Add +7.5% | 6,194 | $415K |
| Norden Group LLC | 0.04% | Add +0.3% | 6,068 | $407K |
| Washington Trust Bank | 0.03% | No change | 6,013 | $403K |
| Orrstown Financial Services Inc. | 0.08% | New | 5,881 | $394K |
| Park Avenue Securities LLC | 0.00% | Add +31.1% | 5,834 | $391K |
| Sharkey, Howes & Javer | 0.05% | Add +0.3% | 5,823 | $390K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.9% | 5,819 | $390K |
| Ridgewood Investments LLC | 0.17% | New | 5,794 | $388K |
| Brady Martz Wealth Solutions, LLC | 0.08% | Add +7.6% | 5,793 | $388K |
| Jane Street Group, LLC | 0.00% | Reduce -83.0% | 5,744 | $385K |
| Alliance Wealth Management Group | 0.10% | No change | 5,721 | $383K |
| Towercrest Capital Management | 0.07% | No change | 5,721 | $383K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,673 | $380K |
| Apriem Advisors | 0.04% | No change | 5,610 | $376K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,587 | $374K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.3% | 5,431 | $368K |
| Wealth Advisors Northwest LLC | 0.19% | No change | 5,477 | $367K |
| Advisory Alpha, LLC | 0.01% | New | 5,422 | $363K |
| Synergy Asset Management, LLC | 0.04% | Add +28.9% | 5,412 | $363K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +31.6% | 5,407 | $362K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,328 | $357K |
| CoreCap Advisors, LLC | 0.01% | New | 5,301 | $355K |
| Gill Capital Partners, LLC | 0.11% | Reduce -2.5% | 5,286 | $354K |
| Martin Worley Group | 0.17% | Add +16.8% | 5,225 | $350K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 5,165 | $346K |
| Gradient Capital Advisors, LLC | 0.10% | Add +0.2% | 5,163 | $346K |
| Burney Co./ | 0.01% | No change | 5,117 | $343K |
| NTV Asset Management LLC | 0.04% | No change | 5,115 | $343K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,087 | $341K |
| Caldwell Trust Co | 0.03% | No change | 5,070 | $340K |
| Focused Wealth Management, Inc | 0.04% | Add +0.3% | 5,010 | $336K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 5,001 | $335K |
| First National Trust Co | 0.01% | No change | 5,000 | $335K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 4,993 | $335K |
| Integrity Investment Advisors, LLC | 0.26% | No change | 4,989 | $334K |
| Busey Bank | 0.01% | Reduce -0.9% | 4,970 | $333K |
| UMB Bank, n.a. | 0.01% | No change | 4,939 | $331K |
| Vance Wealth, LLC | 0.11% | Add +14.6% | 4,919 | $330K |
| Porter White Investment Advisors, Inc. | 0.15% | No change | 4,861 | $326K |
| Tanager Wealth Management LLP | 0.04% | Add +0.3% | 4,858 | $326K |
| World Investment Advisors | 0.01% | Reduce -0.0% | 4,853 | $325K |
| One Capital Management, LLC | 0.01% | No change | 4,834 | $324K |
| Integrity Wealth Solutions LLC | 0.16% | Add +11.1% | 4,831 | $324K |
| Arcadia Wealth Management, Inc. | 0.22% | No change | 4,826 | $323K |
| Whalen Wealth Management Inc. | 0.20% | Add +0.3% | 4,790 | $321K |
| MBE Wealth Management, LLC | 0.14% | No change | 4,771 | $320K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 4,763 | $319K |
| DSG Capital Advisors, LLC | 0.06% | No change | 4,727 | $317K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 4,707 | $315K |
| Renaissance Technologies | 0.00% | Reduce -66.9% | 4,700 | $315K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,690 | $314K |
| True North Advisors, LLC | 0.06% | Reduce -8.0% | 4,666 | $313K |
| Aerodigm Wealth, LLC | 0.15% | Add +3.3% | 4,658 | $312K |
| Weatherly Asset Management L. P. | 0.03% | No change | 4,643 | $311K |
| SageOak Financial, LLC | 0.25% | Add +3.8% | 4,604 | $309K |
| Versant Capital Management, Inc | 0.05% | Reduce -18.0% | 4,604 | $309K |
| Westmount Partners, LLC | 0.08% | No change | 4,561 | $306K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,538 | $304K |
| Financial Insights, Inc. | 0.11% | No change | 4,536 | $304K |
| Wingate Wealth Advisors, Inc. | 0.27% | Add +0.3% | 4,525 | $303K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 4,496 | $301K |
| Northern Financial Advisors Inc | 0.22% | Add +0.1% | 4,346 | $291K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 4,335 | $291K |
| Ellevest, Inc. | 0.05% | Add +0.3% | 4,313 | $289K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 4,297 | $288K |
| AlTi Global, Inc. | 0.01% | No change | 4,294 | $288K |
| Motco | 0.03% | No change | 4,184 | $287K |
| BIP Wealth, LLC | 0.02% | Reduce -33.4% | 4,249 | $285K |
| BlackRock, Inc. | 0.00% | Add +267.0% | 4,217 | $283K |
| Redwood Park Advisors LLC | 0.22% | Add +0.3% | 4,186 | $281K |
| Fisher Asset Management | 0.00% | Add +20.4% | 4,180 | $280K |
| Capstone Capital LLC | 0.20% | No change | 4,133 | $277K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,122 | $276K |
| Yukon Wealth Management, Inc. | 0.10% | New | 4,122 | $276K |
| Aspiriant, LLC | 0.01% | No change | 4,078 | $273K |
| CGN Advisors LLC | 0.02% | No change | 4,064 | $272K |
| City National Bank of Florida | 0.20% | No change | 4,056 | $272K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.7% | 4,023 | $270K |
| Ascent Group, LLC | 0.01% | Reduce -21.0% | 3,912 | $262K |
| Glassman Wealth Services | 0.04% | Reduce -17.9% | 3,896 | $261K |
| Elevation Wealth Partners, LLC | 0.10% | Add +0.3% | 3,880 | $260K |
| Elios Financial Group Inc. | 0.12% | Reduce -3.1% | 3,870 | $259K |
| Tableaux LLC | 0.15% | Reduce -32.1% | 3,865 | $259K |
| Advisors Management Group Inc. | 0.05% | No change | 3,828 | $257K |
| HWG Holdings LP | 0.07% | No change | 3,819 | $256K |
| MJP Associates Inc. | 0.04% | Add +0.3% | 3,794 | $254K |
| Advisor OS, LLC | 0.03% | Add +0.3% | 3,794 | $254K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.2% | 3,790 | $254K |
| Capital Square, LLC | 0.14% | Add +2.8% | 3,741 | $253K |
| Robinswood Financial LLC | 0.09% | No change | 3,763 | $252K |
| Proathlete Wealth Management LLC | 0.08% | Add +0.3% | 3,756 | $252K |
| First Heartland Consultants, Inc. | 0.02% | New | 3,659 | $245K |
| Sageworth Trust Co of South Dakota | 0.27% | New | 3,650 | $245K |
| Grandfield & Dodd, LLC | 0.01% | Reduce -14.3% | 3,599 | $241K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | New | 3,540 | $237K |
| Accredited Investors Inc. | 0.01% | No change | 3,524 | $236K |
| Sittner & Nelson, LLC | 0.09% | Reduce -26.9% | 3,514 | $236K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,509 | $235K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 3,502 | $235K |
| Regions Financial Corp. | 0.00% | No change | 3,485 | $234K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -23.3% | 3,483 | $233K |
| BlackDiamond Wealth Management, LLC | 0.13% | Reduce -0.9% | 3,482 | $233K |
| Pacific Asset Management, LLC | 0.19% | New | 3,476 | $233K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 3,476 | $233K |
| Tripletail Wealth Management, LLC | 0.33% | — | 3,330 | $230K |
| Olistico Wealth, LLC | 0.13% | Add +209.8% | 3,420 | $229K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 3,398 | $228K |
| Fort Point Capital Partners LLC | 0.02% | Reduce -44.4% | 3,384 | $227K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 3,370 | $226K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 3,348 | $224K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -32.5% | 3,320 | $223K |
| RB Capital Management, LLC | 0.05% | Reduce -12.1% | 3,270 | $219K |
| Strategic Blueprint, LLC | 0.01% | New | 3,268 | $219K |
| Accel Wealth Management | 0.07% | New | 3,260 | $218K |
| Matauro, LLC | 0.04% | Reduce -16.2% | 3,249 | $218K |
| Brooklyn Investment Group | 0.03% | Add +1089.7% | 3,236 | $217K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 3,221 | $216K |
| Planning Center, Inc. | 0.02% | New | 3,180 | $213K |
| Prudent Man Investment Management, Inc. | 0.12% | No change | 3,336 | $213K |
| Disciplined Investors, L.L.C. | 0.17% | New | 3,168 | $212K |
| Modern Wealth Management, LLC | 0.01% | New | 3,164 | $212K |
| FSA Advisors, Inc. | 0.17% | New | 3,128 | $210K |
| Diversified Trust Co. | 0.00% | New | 3,116 | $209K |
| Beta Wealth Group, Inc. | 0.08% | Reduce -22.0% | 3,106 | $208K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 3,102 | $208K |
| Sage Rhino Capital LLC | 0.04% | New | 3,087 | $207K |
| Bull Oak Capital, LLC | 0.09% | New | 3,079 | $206K |
| Gilbert & Cook, Inc. | 0.03% | New | 3,057 | $205K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,037 | $204K |
| AlphaCore Capital LLC | 0.01% | Add +3.4% | 3,043 | $204K |
| SCS Capital Management LLC | 0.00% | Reduce -20.6% | 3,043 | $204K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,939 | $197K |
| City State Bank | 0.06% | Add +0.9% | 2,905 | $195K |
| Kings Path Partners LLC | 0.06% | New | 2,326 | $156K |
| PrairieView Partners, LLC | 0.01% | No change | 2,275 | $152K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 2,264 | $152K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -20.8% | 2,233 | $150K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 2,161 | $145K |
| Hilltop National Bank | 0.04% | — | 2,154 | $144K |
| Oakworth Capital, Inc. | 0.01% | Add +21.9% | 2,078 | $139K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,955 | $131K |
| Transce3nd, LLC | 0.05% | Reduce -0.1% | 1,883 | $129K |
| WealthCollab, LLC | 0.07% | No change | 1,860 | $125K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 1,856 | $124K |
| Atmos Advisory, LLC | 0.08% | Add +0.3% | 1,835 | $123K |
| Perritt Capital Management Inc | 0.06% | Add +0.3% | 1,776 | $119K |
| Ancora Advisors LLC | 0.00% | Add +111.0% | 1,656 | $111K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,623 | $109K |
| Blue Trust, Inc. | 0.00% | Reduce -58.3% | 1,588 | $106K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Add +0.8% | 1,565 | $105K |
| S.A. Mason LLC | 0.05% | No change | 1,491 | $100K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -62.7% | 1,461 | $98K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 1,306 | $88K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,247 | $84K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,159 | $78K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,118 | $75K |
| First Community Trust NA | 0.06% | Reduce -50.0% | 1,103 | $74K |
| Fiduciary Advisors, Inc. | 0.06% | Add +0.3% | 1,071 | $72K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,035 | $69K |
| Crews Bank & Trust | 0.01% | No change | 1,034 | $69K |
| Accredited Wealth Management, LLC | 0.05% | No change | 1,004 | $67K |
| Nemes Rush Group LLC | 0.01% | Add +43.0% | 954 | $64K |
| First PREMIER Bank | 0.01% | New | 862 | $58K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 824 | $55K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.3% | 803 | $55K |
| Bessemer Group Inc. | 0.00% | New | 813 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -2.0% | 794 | $53K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -96.8% | 783 | $52K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -98.7% | 1,403 | $50K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 567 | $38K |
| Barrett & Company, Inc. | 0.01% | No change | 536 | $36K |
| Fairscale Capital, LLC | 0.03% | Add +14.4% | 509 | $35K |
| Comerica Bank | 0.00% | No change | 512 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 536 | $34K |
| Principal Securities, Inc. | 0.00% | Reduce -32.8% | 504 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 482 | $32K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.0% | 453 | $30K |
| Colonial Trust Co / SC | 0.00% | No change | 400 | $27K |
| North Capital, Inc. | 0.02% | No change | 369 | $25K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 359 | $24K |
| Truvestments Capital LLC | 0.00% | Add +0.3% | 317 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 313 | $21K |
| Navigoe, LLC | 0.01% | No change | 227 | $15K |
| Winch Advisory Services, LLC | 0.00% | Add +0.5% | 223 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 147 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 145 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 133 | $9K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 104 | $7K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 70 | $5K |
| Bfsg, LLC | 0.00% | No change | 65 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 45 | $3K |
| 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.