Dimensional US Marketwide VaDFUVETF
13F holders, Q1 2024 (March 31)564holders
2famous investors
$40.89avg. 13F price*
At the end of Q1 2024, 564 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($1.1B), Envestnet Asset Management Inc. ($982.0M) and Savant Capital, LLC ($678.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $16.8M |
| Exits | 14 | $19.5M |
Ownership 564 holders
| Mercer Global Advisors Inc. | 3.00% | Add +28.0% | 25,793,306 | $1.1B |
| Envestnet Asset Management Inc. | 0.37% | Add +22.4% | 24,008,758 | $982.0M |
| Savant Capital, LLC | 7.78% | Add +1.9% | 16,583,503 | $678.3M |
| Buckingham Strategic Wealth, LLC | 6.26% | Add +1.0% | 14,506,375 | $593.3M |
| Corient Private Wealth LP | 0.80% | Reduce -0.9% | 10,966,838 | $448.5M |
| Index Fund Advisors, Inc. | 15.11% | Reduce -1.5% | 6,690,245 | $273.6M |
| Plancorp, LLC | 11.81% | Reduce -1.9% | 6,651,940 | $272.1M |
| Northern Trust Corp. | 0.04% | Add +2.6% | 5,981,099 | $244.6M |
| HighTower Advisors, LLC | 0.33% | Add +1017.0% | 4,950,363 | $202.5M |
| Creative Planning | 0.19% | Reduce -1.9% | 4,173,439 | $170.7M |
| Focus Partners Advisor Solutions, LLC | 4.07% | Add +115.8% | 3,446,126 | $140.9M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -5.3% | 3,306,152 | $135.2M |
| Cerity Partners LLC | 0.27% | Add +1.6% | 2,471,525 | $101.1M |
| Modera Wealth Management, LLC | 1.52% | Reduce -0.5% | 2,440,025 | $99.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.71% | Add +3.4% | 2,135,636 | $87.3M |
| ML & R Wealth Management LLC | 19.94% | Reduce -5.3% | 2,121,390 | $86.8M |
| TCI Wealth Advisors, Inc. | 8.55% | Add +1.9% | 2,120,588 | $86.7M |
| Truepoint, Inc. | 2.25% | Reduce -4.0% | 1,935,135 | $79.1M |
| Trust Co of the South | 17.71% | Reduce -3.2% | 1,874,459 | $76.7M |
| Choreo, LLC | 1.96% | Add +1.4% | 1,870,636 | $76.5M |
| Jackson Thornton Wealth Management, LLC | 10.90% | Reduce -0.6% | 1,572,178 | $64.3M |
| Pathstone Holdings, LLC | 0.29% | Reduce -0.9% | 1,495,316 | $61.2M |
| Foster Group, Inc. | 3.01% | Reduce -1.5% | 1,483,831 | $60.7M |
| Forum Financial Management, LP | 0.98% | Reduce -2.8% | 1,401,536 | $57.3M |
| Beaird Harris Wealth Management, LLC | 5.34% | Reduce -0.6% | 1,338,540 | $54.7M |
| Evanson Asset Management, LLC | 3.99% | Add +0.1% | 1,310,254 | $53.6M |
| RW Investment Management LLC | 7.41% | Add +3.2% | 1,301,283 | $53.2M |
| Beacon Pointe Advisors, LLC | 0.54% | Add +210.9% | 1,186,006 | $48.5M |
| Team Hewins, LLC | 19.00% | Reduce -1.0% | 1,153,940 | $47.2M |
| Willow Creek Wealth Management Inc. | 5.37% | Reduce -1.6% | 1,123,516 | $46.0M |
| Symmetry Partners, LLC | 3.48% | Reduce -17.6% | 1,086,644 | $44.4M |
| LPL Financial LLC | 0.02% | Reduce -6.5% | 1,068,518 | $43.7M |
| Sachem Hill LLC | 9.79% | Reduce -2.6% | 1,020,146 | $41.7M |
| Heritage Investment Group, Inc. | 5.62% | Reduce -0.9% | 1,012,759 | $41.4M |
| TFC Financial Management, Inc. | 7.27% | Reduce -3.7% | 999,904 | $40.9M |
| Porter White Investment Advisors, Inc. | 20.90% | Add +2.8% | 961,474 | $39.3M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.8% | 928,871 | $38.0M |
| American Investment Services, Inc. | 6.69% | Reduce -1.2% | 923,211 | $37.8M |
| Wescott Financial Advisory Group, LLC | 4.62% | Reduce -6.8% | 908,241 | $37.1M |
| Sax Wealth Advisors, LLC | 4.05% | Add +9.0% | 846,892 | $34.6M |
| Triune Financial Partners, LLC | 12.01% | Add +0.2% | 846,293 | $34.6M |
| Dixon Fnancial Services, Inc. | 18.04% | Reduce -0.9% | 796,371 | $32.6M |
| Efficient Frontier Advisors LLC | 25.67% | Add +1.8% | 792,463 | $32.4M |
| Tillman Hartley LLC | 10.98% | Reduce -0.8% | 779,632 | $31.9M |
| Keb Asset Management, LLC | 10.73% | Reduce -0.1% | 768,445 | $31.4M |
| Planning Center, Inc. | 6.83% | Reduce -4.2% | 767,437 | $31.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 754,839 | $30.9M |
| Cardiff Park Advisors, LLC | 2.93% | Reduce -0.5% | 750,819 | $30.7M |
| Wealth Architects, LLC | 3.92% | Reduce -1.1% | 727,532 | $29.8M |
| McLean Asset Management Corp | 10.00% | Reduce -2.8% | 721,056 | $29.2M |
| Aspiriant, LLC | 1.20% | Reduce -0.3% | 709,099 | $29.0M |
| Merriman Wealth Management, LLC | 1.25% | Reduce -3.0% | 685,841 | $28.1M |
| Disciplined Equity Management, Inc. | 18.46% | Add +4.5% | 679,318 | $27.8M |
| Integrated Wealth Concepts LLC | 0.39% | Add +0.7% | 662,215 | $27.1M |
| Meritas Wealth Management, LLC | 18.35% | Reduce -1.2% | 644,452 | $26.4M |
| Moisand Fitzgerald Tamayo, LLC | 3.93% | Reduce -2.5% | 628,903 | $25.7M |
| FMFE Wealth Management, LLC | 22.32% | Add +0.0% | 594,979 | $24.3M |
| Heritage Wealth Management, Inc./Texas | 15.79% | Add +3.3% | 594,391 | $24.3M |
| Root Financial Partners, LLC | 7.19% | Add +29.4% | 592,404 | $24.2M |
| TFO Wealth Partners, LLC | 4.69% | Reduce -5.7% | 591,420 | $24.2M |
| WorthPointe, LLC | 12.13% | Reduce -0.2% | 588,952 | $24.1M |
| 1900 Wealth Management LLC | 2.18% | Reduce -0.9% | 584,755 | $23.9M |
| Monograph Wealth Advisors, LLC | 3.51% | Reduce -4.7% | 584,621 | $23.9M |
| Osaic Holdings, Inc. | 0.05% | Add +8.0% | 548,844 | $22.4M |
| Bayshore Asset Management, LLC | 10.96% | Reduce -1.6% | 546,666 | $22.4M |
| Earned Wealth Advisors, LLC | 8.28% | Reduce -0.4% | 529,868 | $21.7M |
| Baker Boyer National Bank | 7.26% | Reduce -1.0% | 515,287 | $21.1M |
| DiNuzzo Private Wealth, Inc. | 2.76% | Reduce -0.3% | 499,584 | $20.4M |
| Cetera Investment Advisers | 0.05% | Add +69.7% | 492,648 | $20.1M |
| Investmark Advisory Group LLC | 10.47% | Add +1.8% | 466,706 | $19.1M |
| Dopkins Wealth Management, LLC | 10.84% | Add +5.7% | 440,125 | $18.0M |
| Legacy Financial Group, Inc. | 7.04% | Add +0.1% | 437,382 | $17.9M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 436,020 | $17.8M |
| Apella Capital, LLC | 0.88% | Reduce -0.9% | 432,018 | $17.5M |
| Ruedi Wealth Management, Inc. | 7.30% | Reduce -1.3% | 424,484 | $17.4M |
| Juncture Wealth Strategies, LLC | 7.25% | Add +37.9% | 411,784 | $16.8M |
| Allworth Financial LP | 0.12% | Add +1.2% | 410,227 | $16.8M |
| Mariner, LLC | 0.03% | Add +7.4% | 408,593 | $16.7M |
| Mather Group, Llc. | 0.26% | Reduce -0.8% | 438,969 | $16.3M |
| Kooman & Associates | 6.79% | Add +1.1% | 398,325 | $16.3M |
| Hill Investment Group Partners, LLC | 2.30% | Reduce -2.5% | 398,104 | $16.3M |
| Grunden Financial Advisory, Inc. | 8.64% | Reduce -1.5% | 397,412 | $16.3M |
| Claris Advisors, LLC / Mo / | 8.07% | Reduce -0.0% | 391,243 | $16.0M |
| Austin Asset Management Co Inc | 3.51% | Reduce -3.0% | 390,850 | $16.0M |
| PBMares Wealth Management LLC | 4.05% | Reduce -0.1% | 380,589 | $15.6M |
| Larson Financial Group LLC | 1.18% | Reduce -3.3% | 373,138 | $15.3M |
| Werba Rubin Papier Wealth Management | 4.41% | Reduce -0.7% | 371,633 | $15.2M |
| Andrews, Lucia Wealth Management LLC | 10.73% | Add +0.6% | 368,318 | $15.1M |
| Kraft Asset Management, LLC | 11.08% | Reduce -2.0% | 336,500 | $13.8M |
| RS Crum Inc. | 3.72% | Add +60.5% | 333,535 | $13.6M |
| Mosaic Family Wealth Partners, LLC | 2.24% | Reduce -5.5% | 332,053 | $13.6M |
| Altiora Financial Group, LLC | 3.52% | Add +1.6% | 316,969 | $13.0M |
| WPWealth LLP | 3.32% | Reduce -6.3% | 314,321 | $12.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.66% | Reduce -13.1% | 309,522 | $12.7M |
| Diversified Portfolios, Inc. | 1.76% | Reduce -0.8% | 305,829 | $12.5M |
| Sterling Wealth Management, Inc. | 6.08% | Add +1.8% | 298,843 | $12.2M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -1.4% | 294,115 | $12.0M |
| ShankerValleau Wealth Advisors, Inc. | 5.50% | Reduce -2.9% | 292,430 | $12.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +4.9% | 291,796 | $11.9M |
| RTD Financial Advisors, Inc. | 1.59% | Reduce -2.2% | 289,432 | $11.8M |
| Sandy Spring Bank | 0.52% | Add +32.3% | 278,344 | $11.4M |
| Soundmark Wealth Management, LLC | 4.80% | Reduce -3.2% | 264,524 | $10.8M |
| Advisory Services & Investments, LLC | 7.46% | Reduce -4.5% | 264,440 | $10.8M |
| Lauterbach Financial Advisors, LLC | 7.00% | Reduce -12.1% | 260,740 | $10.7M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -2.7% | 257,674 | $10.5M |
| Bridgewater Advisors Inc. | 1.55% | Reduce -0.3% | 253,899 | $10.4M |
| MAI Capital Management | 0.11% | Add +0.0% | 251,448 | $10.3M |
| Squire Investment Management Company, LLC | 6.22% | Add +25.0% | 241,215 | $9.9M |
| Sprinkle Financial Consultants LLC | 8.36% | Add +0.2% | 239,509 | $9.8M |
| Ancora Advisors LLC | 0.21% | Reduce -29.3% | 228,060 | $9.3M |
| Rf&l Wealth Management, LLC | 7.11% | Reduce -4.1% | 225,663 | $9.2M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +6.8% | 224,294 | $9.2M |
| Tobias Financial Advisors, Inc. | 2.05% | Reduce -0.9% | 221,627 | $9.1M |
| Addison Advisors LLC | 3.09% | Add +5.4% | 219,952 | $9.0M |
| Private Ocean, LLC | 0.94% | Reduce -3.7% | 216,788 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.32% | Reduce -6.6% | 212,060 | $8.7M |
| M Financial Asset Management, Inc. | 23.85% | Reduce -0.4% | 209,561 | $8.6M |
| Level Financial Advisors | 3.87% | Reduce -0.1% | 208,713 | $8.5M |
| Graves Light Lenhart Wealth, Inc. | 0.94% | Add +6.8% | 198,002 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 194,382 | $8.0M |
| JFS Wealth Advisors, LLC | 0.61% | Add +0.1% | 186,877 | $7.6M |
| Colorado Capital Management, Inc. | 4.33% | Add +1.7% | 182,918 | $7.5M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -2.1% | 182,349 | $7.5M |
| Peirce Capital Management, LLC | 4.08% | Add +0.9% | 181,579 | $7.4M |
| Embree Financial Group | 1.44% | Add +12.3% | 179,983 | $7.4M |
| Wealthstream Advisors, Inc. | 2.67% | Reduce -0.2% | 172,131 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -9.0% | 170,490 | $7.0M |
| BIP Wealth, LLC | 0.50% | Add +79.5% | 168,202 | $6.9M |
| Farther Finance Advisors, LLC | 0.41% | Reduce -1.5% | 166,759 | $6.8M |
| TruNorth Capital Management, LLC | 2.32% | — | 164,613 | $6.7M |
| WNY Asset Management, LLC | 1.03% | Add +1.9% | 164,230 | $6.7M |
| Versant Capital Management, Inc | 1.89% | Reduce -1.5% | 162,184 | $6.6M |
| UBS Group AG | 0.00% | Reduce -4.7% | 161,786 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +6.3% | 160,143 | $6.5M |
| Cherry Tree Wealth Management, LLC | 1.58% | Reduce -0.8% | 153,266 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -25.6% | 152,441 | $6.2M |
| Total Wealth Planning, LLC | 1.07% | Reduce -10.5% | 151,718 | $6.2M |
| Cresset Asset Management, LLC | 0.03% | Add +0.3% | 151,322 | $6.2M |
| CarsonAllaria Wealth Management, Ltd. | 3.86% | Add +24.5% | 150,239 | $6.1M |
| Shearwater Capital LLC | 4.52% | No change | 150,124 | $6.1M |
| Abacus Wealth Partners, LLC | 1.02% | Reduce -3.6% | 149,372 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +18.9% | 147,796 | $6.0M |
| Lutz Financial Services LLC | 0.51% | Reduce -0.4% | 143,081 | $5.9M |
| EnRich Financial Partners LLC | 2.19% | Reduce -1.5% | 142,699 | $5.8M |
| BOK Financial Private Wealth, Inc. | 0.43% | Reduce -5.3% | 142,415 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 140,924 | $5.8M |
| Captrust Financial Advisors | 0.02% | Reduce -27.8% | 136,139 | $5.6M |
| First National Bank Sioux Falls | 3.02% | No change | 135,111 | $5.5M |
| Confluence Wealth Services, Inc. | 0.49% | Add +29.8% | 134,856 | $5.5M |
| Annandale Capital, LLC | 1.24% | Reduce -6.3% | 134,311 | $5.5M |
| Lam Group, Inc. | 4.40% | Reduce -0.1% | 131,838 | $5.4M |
| Gradient Capital Advisors, LLC | 1.96% | Add +0.3% | 130,352 | $5.3M |
| EverSource Wealth Advisors, LLC | 0.41% | Add +6.3% | 134,300 | $5.2M |
| Builder Investment Group Inc. | 1.52% | No change | 127,393 | $5.2M |
| Hemington Wealth Management | 1.86% | Reduce -0.3% | 125,328 | $5.1M |
| Evensky & Katz LLC | 0.36% | Reduce -1.3% | 123,299 | $5.0M |
| Verdence Capital Advisors LLC | 0.45% | No change | 120,891 | $4.9M |
| Intelligent Financial Strategies | 3.06% | Reduce -2.3% | 120,727 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +43.7% | 118,088 | $4.8M |
| GEM Asset Management, LLC | 3.19% | Reduce -0.8% | 123,111 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +1.2% | 113,131 | $4.6M |
| Morgan Stanley | 0.00% | Add +16.0% | 111,139 | $4.5M |
| M Holdings Securities, Inc. | 0.76% | Reduce -8.2% | 110,880 | $4.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.1% | 108,292 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | New | 108,111 | $4.4M |
| FMB Wealth Management | 3.50% | No change | 107,270 | $4.4M |
| Visionary Wealth Advisors | 0.28% | Add +2.3% | 102,196 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.70% | Reduce -1.4% | 101,352 | $4.1M |
| Yeomans Consulting Group, Inc. | 1.79% | Reduce -0.1% | 99,715 | $4.1M |
| Vannoy Advisory Group, Inc. | 3.17% | Add +0.7% | 99,510 | $4.1M |
| Summit Financial Strategies, Inc. | 0.56% | Reduce -0.3% | 99,002 | $4.0M |
| Investment Advisory Group, LLC | 1.65% | No change | 97,647 | $4.0M |
| Waypoint Capital Advisors, LLC | 1.01% | No change | 94,031 | $3.8M |
| Northwest Wealth Management, LLC | 1.02% | Add +10.5% | 90,725 | $3.7M |
| Jentner Corp | 1.26% | Reduce -1.7% | 87,959 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -22.1% | 86,205 | $3.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -2.9% | 81,980 | $3.4M |
| Zhang Financial LLC | 0.23% | Add +12.3% | 76,907 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -10.0% | 73,240 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 73,137 | $3.0M |
| PFG Advisors | 0.21% | Add +5.5% | 71,644 | $2.9M |
| Disciplined Investments, LLC | 1.59% | Add +0.0% | 71,230 | $2.9M |
| Prospera Financial Services Inc | 0.09% | No change | 70,681 | $2.9M |
| Cascade Wealth Advisors, Inc | 2.43% | — | 72,966 | $2.9M |
| Clarity Capital Advisors, LLC | 2.27% | Reduce -12.1% | 69,566 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.06% | Reduce -1.7% | 68,693 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | No change | 68,224 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.14% | No change | 68,008 | $2.8M |
| Cassady Schiller Wealth Management, LLC | 1.24% | No change | 67,886 | $2.8M |
| Melfa Wealth Management, Inc. | 2.00% | Add +0.7% | 67,583 | $2.8M |
| Quantum Financial Advisors, LLC | 0.50% | No change | 66,690 | $2.7M |
| Regions Financial Corp. | 0.02% | No change | 66,234 | $2.7M |
| Grand Wealth Management, LLC | 1.29% | No change | 65,900 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -17.4% | 65,010 | $2.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.07% | Reduce -0.2% | 64,387 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.7% | 63,215 | $2.6M |
| Angeles Wealth Management, LLC | 0.26% | No change | 63,148 | $2.6M |
| US Bancorp \de | 0.00% | Add +1.8% | 62,931 | $2.6M |
| Francis Financial, Inc. | 0.82% | Reduce -10.3% | 62,272 | $2.5M |
| Cypress Wealth Services, LLC | 0.59% | Reduce -0.7% | 61,558 | $2.5M |
| ARK & TLK Investments, LLC | 0.97% | Add +0.2% | 60,858 | $2.5M |
| GTS Securities LLC | 0.07% | New | 60,363 | $2.5M |
| Fonville Wealth Management LLC | 1.09% | Reduce -0.3% | 60,246 | $2.5M |
| Westmount Partners, LLC | 0.89% | No change | 60,240 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 59,740 | $2.4M |
| Freedom Investment Management, Inc. | 0.19% | Reduce -1.4% | 58,657 | $2.4M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -1.6% | 59,663 | $2.4M |
| Peninsula Wealth, LLC | 0.45% | Add +0.2% | 55,618 | $2.3M |
| WASHINGTON TRUST Co | 0.08% | No change | 54,542 | $2.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.4% | 54,406 | $2.2M |
| Mission Wealth Management, LP | 0.06% | Reduce -0.6% | 53,132 | $2.2M |
| Adero Partners, LLC | 0.16% | Reduce -24.7% | 51,797 | $2.1M |
| Stone Summit Wealth LLC | 0.74% | No change | 51,732 | $2.1M |
| BetterWealth, LLC | 0.69% | Reduce -6.8% | 51,608 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +7.8% | 51,440 | $2.1M |
| Weinberger Asset Management, Inc | 1.01% | Add +25.4% | 50,889 | $2.1M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.4% | 50,832 | $2.1M |
| Warwick Investment Management, Inc. | 0.49% | Add +0.4% | 50,212 | $2.1M |
| Basso Capital Management, L.P. | 1.88% | No change | 48,610 | $2.0M |
| 25 LLC | 0.95% | Reduce -0.2% | 47,689 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 46,623 | $1.9M |
| TAGStone Capital, Inc. | 1.11% | Add +0.0% | 46,231 | $1.9M |
| Websterrogers Financial Advisors, LLC | 0.67% | Reduce -4.6% | 45,928 | $1.9M |
| Running Point Capital Advisors, LLC | 0.83% | No change | 45,448 | $1.9M |
| Cordant, Inc. | 1.07% | Reduce -7.3% | 45,307 | $1.9M |
| Blue Trust, Inc. | 0.03% | Reduce -28.8% | 43,429 | $1.8M |
| Valued Wealth Advisors LLC | 1.25% | Reduce -3.8% | 43,234 | $1.8M |
| Blair William & Co. | 0.01% | Add +0.1% | 42,799 | $1.8M |
| Tarbox Family Office, Inc. | 0.30% | Add +0.0% | 42,255 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Add +2.3% | 41,931 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +140.1% | 41,633 | $1.7M |
| Carlson Capital Management | 0.08% | Reduce -93.8% | 41,504 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +59.6% | 40,575 | $1.7M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 39,390 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Add +71.3% | 39,292 | $1.6M |
| Family CFO Inc | 0.97% | Add +0.6% | 38,252 | $1.6M |
| Raymond James & Associates | 0.00% | Add +52.2% | 38,016 | $1.6M |
| Farmers National Bank | 0.46% | Reduce -6.1% | 37,954 | $1.6M |
| SJS Investment Consulting Inc. | 0.31% | No change | 37,466 | $1.5M |
| Asset Planning Corporation | 1.10% | Reduce -15.5% | 36,959 | $1.5M |
| FMR LLC | 0.00% | Reduce -0.3% | 36,670 | $1.5M |
| Comerica Bank | 0.01% | Reduce -0.1% | 36,482 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.28% | Reduce -49.8% | 36,447 | $1.5M |
| Beacon Financial Advisory LLC | 0.71% | Add +4.1% | 35,710 | $1.5M |
| Marcum Wealth, LLC | 0.15% | Add +0.3% | 34,977 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 34,430 | $1.4M |
| RAM Investment Partners, LLC | 0.44% | Reduce -5.5% | 34,307 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.49% | Reduce -1.5% | 34,252 | $1.4M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -2.7% | 34,987 | $1.4M |
| Applied Capital LLC | 0.80% | Reduce -0.0% | 33,107 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 32,855 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +13.4% | 31,961 | $1.3M |
| Silver Oak Advisory Group, Inc. | 0.73% | Add +0.0% | 31,718 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -6.2% | 31,698 | $1.3M |
| Greenspring Advisors, LLC | 0.32% | No change | 31,511 | $1.3M |
| Busey Bank | 0.05% | Add +15.2% | 31,112 | $1.3M |
| CWA Asset Management Group, LLC | 0.08% | Reduce -4.2% | 31,090 | $1.3M |
| Hartline Investment Corp./ | 0.22% | New | 31,055 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +35.5% | 31,055 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -1.2% | 30,441 | $1.2M |
| Absolute Capital Management, LLC | 0.79% | Reduce -9.4% | 30,336 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.3% | 29,578 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.3% | 29,578 | $1.2M |
| LJI Wealth Management, LLC | 0.31% | Add +5.0% | 29,364 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.3% | 29,204 | $1.2M |
| FAS Wealth Partners, Inc. | 0.11% | Add +3.0% | 29,067 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.30% | Add +0.1% | 29,019 | $1.2M |
| Cwm, LLC | 0.01% | Add +2.3% | 29,003 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.4% | 28,727 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.21% | Reduce -7.0% | 28,688 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.2% | 29,740 | $1.2M |
| IFG Advisory, LLC | 0.09% | Add +17.1% | 28,357 | $1.2M |
| Liberty Wealth Management LLC | 0.22% | Add +15.1% | 27,950 | $1.1M |
| Verus Financial Partners, Inc. | 0.13% | Add +0.3% | 27,906 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | No change | 27,811 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 27,599 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.7% | 27,315 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +68.5% | 26,997 | $1.1M |
| Garde Capital, Inc. | 0.08% | No change | 26,598 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.1% | 26,329 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | No change | 26,008 | $1.1M |
| Pictet North America Advisors SA | 0.12% | No change | 25,825 | $1.1M |
| Marietta Wealth Management, LLC | 0.17% | Reduce -1.5% | 25,406 | $1.0M |
| Awm Capital, LLC | 0.17% | Reduce -1.8% | 25,368 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 25,267 | $1.0M |
| Parkside Financial Bank & Trust | 0.16% | Reduce -7.9% | 24,839 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +44.0% | 24,721 | $1.0M |
| Parallel Advisors, LLC | 0.03% | Add +0.1% | 24,621 | $1.0M |
| Financial Council, LLC | 0.59% | No change | 24,585 | $1.0M |
| Arbor Wealth Advisors LLC | 0.94% | No change | 24,343 | $996K |
| Brighton Jones LLC | 0.04% | Add +0.3% | 24,031 | $983K |
| tru Independence LLC | 0.28% | Add +0.2% | 23,485 | $961K |
| Fort Point Capital Partners LLC | 0.13% | Reduce -2.1% | 23,400 | $957K |
| Samalin Investment Counsel, LLC | 0.45% | Add +5.2% | 23,333 | $954K |
| Phillips Financial Management, LLC | 0.08% | Reduce -0.6% | 23,253 | $951K |
| Revisor Wealth Management LLC | 0.43% | Add +146.6% | 24,236 | $947K |
| Focus Partners Wealth | 0.01% | No change | 22,997 | $941K |
| Mustard Seed Financial, LLC | 0.93% | Reduce -0.6% | 22,696 | $928K |
| Seaside Wealth Management, Inc. | 0.39% | Add +0.1% | 22,594 | $924K |
| Balboa Wealth Partners | 0.29% | Reduce -3.9% | 22,573 | $923K |
| Smartleaf Asset Management LLC | 0.18% | Add +6.7% | 22,401 | $912K |
| Allegiance Financial Group Advisory Services LLC | 0.37% | Add +0.0% | 22,093 | $904K |
| Commerce Bank | 0.01% | Reduce -29.8% | 21,943 | $897K |
| MBM Wealth Consultants, LLC | 0.31% | No change | 21,375 | $874K |
| Clearstead Advisors, LLC | 0.04% | No change | 21,835 | $873K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 21,071 | $862K |
| Renasant Bank | 0.61% | New | 21,053 | $861K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.65% | No change | 21,024 | $860K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 21,024 | $860K |
| SVB Wealth LLC | 0.02% | Add +0.1% | 20,997 | $859K |
| IHT Wealth Management, LLC | 0.03% | Add +0.3% | 20,731 | $848K |
| Keybank National Association | 0.00% | No change | 20,650 | $845K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $834K |
| Rehmann Capital Advisory Group | 0.06% | Add +6.0% | 20,277 | $829K |
| Cherrydale Wealth Management, LLC | 0.38% | Reduce -26.7% | 19,622 | $803K |
| Lauer Wealth, LLC | 0.69% | No change | 20,000 | $797K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +72.9% | 19,438 | $795K |
| Renaissance Technologies | 0.00% | New | 19,400 | $793K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 19,166 | $784K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.7% | 19,108 | $782K |
| Amarillo National Bank | 0.15% | No change | 19,084 | $781K |
| Signaturefd, LLC | 0.02% | Add +103.3% | 19,007 | $777K |
| Financial Counselors Inc. | 0.01% | New | 18,429 | $754K |
| Ieq Capital, LLC | 0.01% | Reduce -2.6% | 18,224 | $745K |
| Evoke Wealth, LLC | 0.02% | Add +146.8% | 18,118 | $741K |
| Falcon Wealth Planning | 0.12% | Add +0.0% | 18,029 | $737K |
| Bailard, Inc. | 0.02% | No change | 17,890 | $732K |
| Red Tortoise LLC | 0.41% | No change | 17,856 | $730K |
| Prio Wealth Limited Partnership | 0.02% | No change | 17,795 | $728K |
| Aerodigm Wealth, LLC | 0.29% | No change | 17,664 | $722K |
| Treynor Bancshares, Inc. | 0.42% | No change | 17,635 | $721K |
| IFG Advisors, LLC | 0.19% | Add +19.8% | 17,492 | $715K |
| Plante Moran Financial Advisors, LLC | 0.08% | No change | 17,487 | $715K |
| Key Financial Inc | 0.18% | No change | 17,351 | $710K |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 17,170 | $702K |
| Narus Financial Partners, LLC | 0.30% | No change | 17,036 | $697K |
| Dakota Wealth Management | 0.02% | No change | 17,010 | $696K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 16,937 | $693K |
| Rather & Kittrell, Inc. | 0.21% | No change | 16,925 | $692K |
| Flow Traders U.S. LLC | 0.04% | Reduce -43.8% | 16,838 | $689K |
| D.A. Davidson & Co. | 0.01% | No change | 16,768 | $686K |
| Pure Financial Advisors, LLC | 0.02% | Add +17.3% | 15,992 | $654K |
| Fifth Third Bancorp | 0.00% | Reduce -3.6% | 15,892 | $650K |
| WestHill Financial Advisors, Inc. | 0.16% | No change | 15,726 | $643K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.1% | 15,731 | $643K |
| Clark Asset Management, LLC | 0.20% | No change | 15,703 | $642K |
| D'Orazio & Associates, Inc. | 0.10% | Reduce -1.7% | 15,631 | $639K |
| Monterey Private Wealth, Inc. | 0.26% | Add +0.3% | 15,586 | $637K |
| Vista Capital Partners, Inc. | 0.08% | No change | 15,277 | $625K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.4% | 15,259 | $624K |
| Leo Wealth, LLC | 0.06% | Add +0.4% | 15,228 | $623K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 15,122 | $618K |
| Caprock Group, LLC | 0.04% | Add +0.9% | 14,968 | $612K |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,833 | $607K |
| Castle Wealth Management LLC | 0.31% | No change | 14,433 | $590K |
| GenTrust, LLC | 0.04% | No change | 14,422 | $590K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $586K |
| CENTRAL TRUST Co | 0.01% | No change | 14,075 | $576K |
| Cadence Bank | 0.04% | Reduce -2.6% | 14,026 | $574K |
| Waverly Advisors, LLC | 0.01% | Add +0.4% | 13,876 | $568K |
| Collective Family Office LLC | 0.18% | No change | 13,867 | $567K |
| Brookstone Capital Management | 0.01% | Add +12.6% | 13,849 | $566K |
| FSM Wealth Advisors, LLC | 0.20% | Reduce -2.4% | 13,556 | $554K |
| Quantinno Capital Management LP | 0.01% | Add +1.2% | 13,394 | $548K |
| Center for Financial Planning, Inc. | 0.08% | No change | 13,216 | $541K |
| Shore Point Advisors, LLC | 0.31% | Add +14.9% | 13,196 | $540K |
| American Financial Advisors, LLC | 0.08% | Add +0.2% | 13,113 | $536K |
| Robinswood Financial LLC | 0.23% | Add +0.0% | 13,087 | $533K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 13,000 | $532K |
| VERITY Wealth Advisors | 0.40% | No change | 12,775 | $522K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +39.6% | 12,369 | $506K |
| Fortress Wealth Management, Inc. | 0.26% | Add +0.7% | 12,356 | $505K |
| KM Capital Management Ltd. | 0.27% | Reduce -3.1% | 12,022 | $492K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +63.1% | 11,789 | $482K |
| Elevate Wealth Advisory, Inc. | 0.42% | Add +0.2% | 11,761 | $481K |
| NorthCoast Asset Management LLC | 0.01% | Add +52.0% | 11,518 | $471K |
| Empower Advisory Group, LLC | 0.00% | Reduce -28.6% | 11,505 | $471K |
| Lincoln National Corp. | 0.01% | Add +7.1% | 11,479 | $469K |
| First Western Trust Bank | 0.02% | Reduce -15.4% | 11,373 | $465K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $464K |
| Private Trust Co. NA | 0.05% | No change | 11,335 | $464K |
| NorthRock Partners, LLC | 0.02% | Reduce -1.9% | 11,285 | $462K |
| Naples Global Advisors, LLC | 0.05% | Add +0.4% | 11,269 | $461K |
| CVA Family Office, LLC | 0.08% | Add +0.4% | 11,190 | $458K |
| Quad-Cities Investment Group, LLC | 0.26% | Add +5.2% | 11,002 | $450K |
| Sollinda Capital Management LLC | 0.14% | New | 10,924 | $447K |
| Colonial Trust Co / SC | 0.08% | Reduce -0.9% | 10,920 | $447K |
| Ascent Group, LLC | 0.04% | New | 10,849 | $444K |
| Liberty Capital Management, Inc. | 0.11% | No change | 10,742 | $439K |
| Efficient Advisors, LLC | 0.03% | Reduce -5.7% | 10,736 | $439K |
| Towneley Capital Management, Inc / DE | 0.11% | No change | 10,717 | $438K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1534.4% | 10,558 | $432K |
| GDS Wealth Management | 0.05% | No change | 10,486 | $429K |
| NCM Capital Management, LLC | 0.24% | No change | 10,465 | $428K |
| Cross Staff Investments Inc | 0.36% | No change | 10,391 | $425K |
| Kades & Cheifetz LLC | 0.27% | Add +0.4% | 10,347 | $423K |
| TNF LLC | 0.17% | Add +9.8% | 10,674 | $422K |
| Western Wealth Management, LLC | 0.03% | No change | 10,157 | $415K |
| WoodTrust Financial Corp | 0.07% | No change | 10,081 | $412K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,028 | $410K |
| Strategic Financial Services, Inc. | 0.03% | No change | 9,942 | $407K |
| Townsquare Capital LLC | 0.01% | Add +29.1% | 9,912 | $405K |
| Acorn Financial Advisory Services Inc. | 0.08% | No change | 9,896 | $405K |
| Steele Capital Management, Inc. | 0.02% | No change | 9,848 | $403K |
| Monument Group Wealth Advisors, LLC | 0.30% | Reduce -0.7% | 9,786 | $400K |
| CRA Financial Services, LLC | 0.09% | Reduce -1.4% | 9,693 | $396K |
| SteelPeak Wealth, LLC | 0.02% | No change | 9,651 | $395K |
| Live Oak Private Wealth LLC | 0.07% | Add +24.1% | 9,531 | $390K |
| Cozad Asset Management Inc. | 0.04% | Reduce -0.6% | 9,499 | $389K |
| RB Capital Management, LLC | 0.11% | Reduce -2.6% | 9,493 | $388K |
| Gradient Investments LLC | 0.01% | Reduce -0.6% | 9,427 | $386K |
| Ironwood Financial, llc | 0.09% | No change | 9,270 | $379K |
| Avestar Capital, LLC | 0.04% | No change | 9,163 | $375K |
| Lido Advisors, LLC | 0.00% | New | 9,018 | $369K |
| AQR Capital Management | 0.00% | No change | 9,007 | $368K |
| Janney Montgomery Scott LLC | 0.00% | No change | 8,991 | $368K |
| 49 Wealth Management, LLC | 0.08% | No change | 8,977 | $366K |
| AlTi Global, Inc. | 0.01% | No change | 8,900 | $364K |
| Procyon Advisors, LLC | 0.03% | No change | 8,864 | $363K |
| Goldstein Advisors, LLC | 0.06% | No change | 8,819 | $361K |
| LRI Investments, LLC | 0.09% | — | 8,814 | $360K |
| Summit Asset Management, LLC | 0.04% | Add +0.3% | 8,807 | $360K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 8,758 | $358K |
| Grandfield & Dodd, LLC | 0.02% | No change | 8,633 | $353K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 8,551 | $350K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $349K |
| Mgo One Seven LLC | 0.02% | Reduce -0.7% | 8,492 | $347K |
| AE Wealth Management LLC | 0.00% | Reduce -75.8% | 8,442 | $345K |
| Debussy Capital Management LP | 0.10% | Add +0.1% | 8,604 | $344K |
| Physician Wealth Solutions Inc. | 0.29% | No change | 8,307 | $340K |
| Raymond James Trust N.A. | 0.01% | No change | 8,191 | $335K |
| Newton One Investments LLC | 0.15% | Reduce -3.5% | 8,183 | $335K |
| QRG Capital Management, Inc. | 0.00% | Reduce -4.0% | 8,096 | $331K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -8.3% | 8,007 | $327K |
| One Degree Advisors Inc | 0.16% | Add +0.1% | 7,890 | $323K |
| Trustmark Bank Trust Department | 0.03% | No change | 7,701 | $315K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 7,653 | $313K |
| Institute for Wealth Management, LLC. | 0.04% | New | 7,491 | $306K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Reduce -8.1% | 7,480 | $306K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $296K |
| Eagle Strategies LLC | 0.07% | New | 7,221 | $295K |
| Bessemer Group Inc. | 0.00% | Reduce -46.3% | 7,212 | $295K |
| MB Generational Wealth, LLC | 0.23% | No change | 7,193 | $294K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 7,188 | $294K |
| Cedar Brook Financial Partners, LLC | 0.06% | Add +0.1% | 7,123 | $291K |
| Cambridge Financial Group, LLC | 0.14% | Add +0.1% | 7,006 | $287K |
| Grey Ledge Advisors, LLC | 0.08% | No change | 7,002 | $286K |
| Well Done, LLC | 0.06% | No change | 6,984 | $286K |
| Intrua Financial, LLC | 0.04% | No change | 6,977 | $285K |
| Lockerman Financial Group, Inc. | 0.53% | No change | 6,820 | $279K |
| Whalen Wealth Management Inc. | 0.21% | No change | 6,806 | $278K |
| Leeward Financial Partners, LLC | 0.12% | No change | 6,805 | $278K |
| Rockwood Wealth Management, LLC | 0.04% | New | 6,755 | $276K |
| Leavell Investment Management, Inc. | 0.02% | No change | 6,759 | $276K |
| Maryland Capital Advisors Inc. | 0.17% | No change | 6,714 | $275K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 6,702 | $274K |
| High Probability Advisors, LLC | 0.05% | New | 6,646 | $272K |
| Coho Partners, Ltd. | 0.01% | Reduce -21.3% | 6,644 | $272K |
| Bison Wealth, LLC | 0.04% | No change | 6,627 | $271K |
| Alpha Cubed Investments, LLC | 0.01% | New | 6,504 | $266K |
| Motco | 0.02% | No change | 6,502 | $266K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,468 | $265K |
| Oakworth Capital, Inc. | 0.02% | Reduce -47.5% | 6,412 | $262K |
| Waterfront Wealth Inc. | 0.07% | No change | 6,654 | $261K |
| Bull Oak Capital, LLC | 0.17% | Reduce -3.3% | 6,322 | $259K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,310 | $258K |
| RKL Wealth Management LLC | 0.03% | No change | 6,288 | $257K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $257K |
| Csenge Advisory Group | 0.01% | Reduce -44.4% | 6,269 | $256K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.9% | 6,261 | $256K |
| Advisory Services Network, LLC | 0.01% | Add +50.4% | 6,138 | $251K |
| Osborne Partners Capital Management, LLC | 0.02% | New | 6,086 | $249K |
| Wealth Advisors of Iowa, LLC | 0.15% | No change | 5,986 | $245K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,965 | $244K |
| Five Oceans Advisors | 0.12% | No change | 5,834 | $239K |
| NTV Asset Management LLC | 0.04% | No change | 5,708 | $233K |
| Rise Advisors, LLC | 0.12% | Add +0.3% | 5,679 | $232K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 5,567 | $228K |
| Frazier Financial Advisors, LLC | 0.19% | Reduce -25.2% | 5,540 | $227K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $226K |
| UMB Bank, n.a. | 0.00% | No change | 5,469 | $224K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.0% | 5,457 | $223K |
| Essential Planning, LLC. | 0.11% | No change | 5,951 | $222K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,645 | $221K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 5,405 | $221K |
| Advisors Capital Management, LLC | 0.00% | New | 5,389 | $220K |
| Karpas Strategies, LLC | 0.07% | No change | 5,375 | $220K |
| Vawter Financial, Ltd. | 0.16% | New | 5,350 | $219K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 5,295 | $217K |
| Greenleaf Trust | 0.00% | New | 5,221 | $214K |
| OLIO Financial Planning | 0.09% | No change | 5,698 | $213K |
| Vanguard Group Inc. | 0.00% | New | 5,179 | $212K |
| Marble Harbor Investment Counsel, LLC | 0.02% | New | 5,157 | $211K |
| Neuberger Berman Group LLC | 0.00% | Reduce -32.7% | 5,126 | $210K |
| Lion Street Advisors, LLC | 0.09% | No change | 5,601 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.1% | 5,089 | $208K |
| Dean, Jacobson Financial Services, LLC | 0.17% | New | 5,057 | $207K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Add +94.2% | 5,007 | $205K |
| Murphy Pohlad Asset Management LLC | 0.08% | New | 4,920 | $201K |
| Grey Fox Wealth Advisors, LLC | 0.08% | New | 4,894 | $200K |
| Private Capital Management LLC | 0.04% | No change | 4,876 | $199K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -91.3% | 4,840 | $198K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,491 | $184K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -5.3% | 4,449 | $182K |
| Continuum Advisory, LLC | 0.03% | New | 4,441 | $177K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.7% | 4,200 | $172K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.32% | Reduce -27.7% | 4,090 | $167K |
| IFP Advisors, Inc | 0.01% | Add +3.9% | 4,081 | $167K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 3,786 | $155K |
| Operose Advisors LLC | 0.05% | No change | 3,292 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,230 | $132K |
| First Manhattan Co. Llc. | 0.00% | Add +362.6% | 3,030 | $124K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,996 | $123K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -1.8% | 2,984 | $122K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $116K |
| Bromfield Sneider Wealth Advisors | 0.07% | No change | 2,820 | $115K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,796 | $114K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $110K |
| PrairieView Partners, LLC | 0.01% | No change | 2,673 | $110K |
| Orion Capital Management LLC | 0.06% | No change | 2,670 | $109K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,591 | $106K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,565 | $105K |
| Hilltop National Bank | 0.03% | — | 2,497 | $102K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,487 | $102K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,176 | $89K |
| Tortoise Investment Management, LLC | 0.01% | Add +33.6% | 2,148 | $88K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $87K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $76K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,718 | $70K |
| Avior Wealth Management, LLC | 0.00% | Reduce -73.5% | 1,579 | $65K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.7% | 1,578 | $65K |
| LifeSteps Financial, Inc. | 0.05% | New | 1,467 | $60K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $57K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,407 | $57K |
| Delta Asset Management LLC | 0.01% | No change | 1,383 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,359 | $56K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $53K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.3% | 1,233 | $50K |
| Gleason Group, Inc. | 0.01% | Add +0.3% | 1,231 | $50K |
| Studio Investment Management LLC | 0.01% | New | 1,225 | $50K |
| Eagle Bay Advisors LLC | 0.03% | No change | 1,170 | $48K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 1,160 | $47K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,144 | $47K |
| Investors Research Corp | 0.01% | No change | 954 | $39K |
| CoreCap Advisors, LLC | 0.00% | New | 933 | $38K |
| SYM FINANCIAL Corp | 0.01% | No change | 894 | $37K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.2% | 820 | $34K |
| Truvestments Capital LLC | 0.01% | Add +0.4% | 710 | $29K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +0.3% | 685 | $28K |
| S.A. Mason LLC | 0.01% | New | 603 | $25K |
| Quadrant Capital Group LLC | 0.00% | No change | 581 | $24K |
| Archer Investment Corp | 0.01% | Add +1338.9% | 518 | $21K |
| Pineridge Advisors LLC | 0.01% | No change | 494 | $20K |
| AlphaMark Advisors, LLC | 0.01% | No change | 500 | $20K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $19K |
| Steph & Co. | 0.01% | No change | 446 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.5% | 414 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $14K |
| Howe & Rusling Inc. | 0.00% | New | 218 | $9K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 227 | $9K |
| Bare Financial Services, Inc | 0.01% | New | 215 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $8K |
| Cambridge Trust Co. | 0.00% | Reduce -53.0% | 177 | $7K |
| Tsfg, LLC | 0.00% | No change | 80 | $3K |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.