Dimensional US Marketwide VaDFUVETF
13F holders, Q2 2024 (June 30)589holders +25
42new positions
22sold out
3famous investors
$39.13avg. 13F price*
At the end of Q2 2024, 589 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 25 from Q1 2024. 42 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.1B), Envestnet Asset Management Inc. ($1.1B) and Savant Capital, LLC ($720.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $23.8M |
| Exits | 22 | $6.7M |
All 13F filers, Q1 2024 → Q2 2024: 14,128,998 shares bought and 2,386,768 shares sold, net +11,742,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Mercer Global Advisors Inc. | 3.00% | Add +12.3% | 28,965,684 | $1.1B |
| Envestnet Asset Management Inc. | 0.37% | Add +13.1% | 27,141,458 | $1.1B |
| Savant Capital, LLC | 7.22% | Add +10.7% | 18,352,876 | $720.7M |
| Buckingham Strategic Wealth, LLC | 5.86% | Reduce -0.6% | 14,427,184 | $566.6M |
| Corient Private Wealth LP | 0.75% | Reduce -0.2% | 10,948,873 | $430.0M |
| Plancorp, LLC | 11.19% | Reduce -1.2% | 6,572,566 | $258.1M |
| Index Fund Advisors, Inc. | 14.46% | Reduce -2.6% | 6,513,529 | $255.8M |
| Northern Trust Corp. | 0.04% | Add +1.9% | 6,093,011 | $239.3M |
| Creative Planning | 0.24% | Add +34.4% | 5,607,380 | $220.2M |
| HighTower Advisors, LLC | 0.30% | Add +1.2% | 5,007,757 | $196.6M |
| Focus Partners Advisor Solutions, LLC | 3.59% | Add +1.2% | 3,486,474 | $136.9M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Reduce -0.6% | 3,287,955 | $129.1M |
| Cerity Partners LLC | 0.26% | Reduce -1.4% | 2,436,010 | $95.7M |
| Modera Wealth Management, LLC | 1.40% | Reduce -0.8% | 2,421,830 | $95.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.65% | Add +4.9% | 2,239,968 | $88.0M |
| TCI Wealth Advisors, Inc. | 8.05% | Add +2.5% | 2,173,330 | $85.3M |
| Choreo, LLC | 1.25% | Add +1.5% | 1,899,438 | $74.3M |
| Trust Co of the South | 17.19% | Reduce -1.4% | 1,848,594 | $72.6M |
| Truepoint, Inc. | 2.06% | Reduce -5.0% | 1,837,467 | $72.2M |
| Jackson Thornton Wealth Management, LLC | 10.01% | Add +5.9% | 1,665,476 | $65.4M |
| Pathstone Holdings, LLC | 0.26% | Reduce -1.2% | 1,476,852 | $58.0M |
| Foster Group, Inc. | 2.26% | Reduce -1.2% | 1,465,480 | $57.5M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +14.3% | 1,355,427 | $53.2M |
| RW Investment Management LLC | 7.13% | Add +3.2% | 1,342,565 | $52.7M |
| Evanson Asset Management, LLC | 3.84% | Add +1.3% | 1,327,386 | $52.1M |
| Beaird Harris Wealth Management, LLC | 4.87% | Reduce -1.5% | 1,318,462 | $51.8M |
| Forum Financial Management, LP | 0.90% | Reduce -10.0% | 1,260,867 | $49.5M |
| M Holdings Securities, Inc. | 6.02% | Add +965.8% | 1,181,783 | $46.4M |
| Symmetry Partners, LLC | 2.37% | Add +7.8% | 1,171,018 | $46.0M |
| LPL Financial LLC | 0.02% | Add +7.8% | 1,151,553 | $45.2M |
| Willow Creek Wealth Management Inc. | 4.91% | Reduce -2.1% | 1,100,290 | $43.2M |
| Team Hewins, LLC | 17.92% | Reduce -4.8% | 1,098,577 | $43.1M |
| Sachem Hill LLC | 9.17% | Add +6.6% | 1,087,905 | $42.7M |
| Heritage Investment Group, Inc. | 5.41% | Reduce -0.8% | 1,004,217 | $39.4M |
| TFC Financial Management, Inc. | 6.75% | Reduce -2.0% | 979,454 | $38.5M |
| Integrated Wealth Concepts LLC | 0.52% | Add +46.4% | 969,435 | $38.1M |
| Porter White Investment Advisors, Inc. | 20.24% | Add +0.0% | 961,527 | $37.8M |
| Elser Financial Planning, Inc | 6.25% | — | 952,203 | $37.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.7% | 945,001 | $37.1M |
| American Investment Services, Inc. | 6.31% | Reduce -1.7% | 907,819 | $35.7M |
| Wescott Financial Advisory Group, LLC | 4.10% | Reduce -1.1% | 897,936 | $35.3M |
| Triune Financial Partners, LLC | 11.72% | Add +2.9% | 871,123 | $34.2M |
| Sax Wealth Advisors, LLC | 3.14% | Reduce -0.9% | 839,215 | $33.0M |
| Root Financial Partners, LLC | 7.42% | Add +36.3% | 807,512 | $31.7M |
| Dixon Fnancial Services, Inc. | 17.39% | Reduce -0.8% | 789,936 | $31.0M |
| Efficient Frontier Advisors LLC | 21.76% | Reduce -0.8% | 786,207 | $30.9M |
| Planning Center, Inc. | 3.97% | Add +0.7% | 773,023 | $30.4M |
| Tillman Hartley LLC | 10.37% | Reduce -0.9% | 772,467 | $30.3M |
| Keb Asset Management, LLC | 10.17% | Add +0.3% | 770,882 | $30.3M |
| Cardiff Park Advisors, LLC | 2.85% | Add +0.2% | 752,330 | $29.5M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.4% | 736,664 | $28.9M |
| McLean Asset Management Corp | 9.19% | Add +0.1% | 721,390 | $28.4M |
| Wealth Architects, LLC | 3.42% | Reduce -2.0% | 712,752 | $28.0M |
| Aspiriant, LLC | 1.14% | Add +0.1% | 709,738 | $27.9M |
| Disciplined Equity Management, Inc. | 17.84% | Add +1.5% | 689,682 | $27.1M |
| Merriman Wealth Management, LLC | 1.17% | Reduce -0.9% | 679,518 | $26.7M |
| Heritage Wealth Management, Inc./Texas | 15.68% | Add +7.8% | 640,730 | $25.2M |
| Meritas Wealth Management, LLC | 17.34% | Reduce -2.9% | 626,043 | $24.6M |
| Moisand Fitzgerald Tamayo, LLC | 3.65% | Reduce -1.4% | 620,405 | $24.4M |
| FMFE Wealth Management, LLC | 21.95% | Add +1.1% | 601,606 | $23.6M |
| TFO Wealth Partners, LLC | 4.51% | Reduce -0.7% | 587,176 | $23.1M |
| WorthPointe, LLC | 10.49% | Reduce -0.5% | 585,851 | $23.0M |
| 1900 Wealth Management LLC | 2.10% | Reduce -2.5% | 570,412 | $22.4M |
| Monograph Wealth Advisors, LLC | 3.27% | Reduce -2.5% | 570,289 | $22.4M |
| Bayshore Asset Management, LLC | 10.77% | Reduce -0.2% | 545,533 | $21.4M |
| Earned Wealth Advisors, LLC | 7.84% | Reduce -0.8% | 525,603 | $20.6M |
| Cetera Investment Advisers | 0.05% | Add +2.7% | 506,150 | $19.9M |
| DiNuzzo Private Wealth, Inc. | 2.62% | Reduce -0.9% | 495,092 | $19.4M |
| Apella Capital, LLC | 0.86% | Add +14.4% | 494,313 | $19.3M |
| Baker Boyer National Bank | 6.69% | Reduce -5.3% | 487,772 | $19.2M |
| Mather Group, Llc. | 0.23% | Add +5.4% | 462,655 | $18.9M |
| Investmark Advisory Group LLC | 10.02% | Add +2.5% | 478,331 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 444,002 | $17.4M |
| Legacy Financial Group, Inc. | 6.53% | Add +0.4% | 439,226 | $17.2M |
| Juncture Wealth Strategies, LLC | 7.22% | Add +6.6% | 438,984 | $17.2M |
| Dopkins Wealth Management, LLC | 10.28% | Reduce -2.2% | 430,454 | $16.9M |
| Allworth Financial LP | 0.11% | Add +1.2% | 415,140 | $16.8M |
| Mariner, LLC | 0.03% | Add +3.5% | 423,023 | $16.6M |
| Hill Investment Group Partners, LLC | 2.23% | Add +2.8% | 409,213 | $16.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +156.9% | 411,479 | $16.2M |
| Kooman & Associates | 6.36% | Add +1.1% | 402,902 | $15.8M |
| Ruedi Wealth Management, Inc. | 6.17% | Reduce -6.0% | 399,231 | $15.7M |
| Grunden Financial Advisory, Inc. | 8.16% | Add +0.2% | 398,090 | $15.6M |
| RS Crum Inc. | 4.01% | Add +16.7% | 389,217 | $15.3M |
| Claris Advisors, LLC / Mo / | 7.80% | Reduce -1.5% | 385,354 | $15.1M |
| Andrews, Lucia Wealth Management LLC | 10.53% | No change | 368,318 | $15.1M |
| PBMares Wealth Management LLC | 3.69% | Add +0.5% | 382,470 | $15.0M |
| Austin Asset Management Co Inc | 3.18% | Reduce -2.6% | 380,680 | $14.9M |
| Larson Financial Group LLC | 0.97% | Reduce -3.1% | 361,504 | $14.2M |
| Dynamic Advisor Solutions LLC | 0.43% | Add +56.1% | 350,128 | $13.7M |
| Mosaic Family Wealth Partners, LLC | 2.18% | Add +3.8% | 344,556 | $13.5M |
| Kraft Asset Management, LLC | 10.52% | Reduce -5.3% | 318,624 | $12.5M |
| WPWealth LLP | 3.02% | Add +1.3% | 318,415 | $12.5M |
| Altiora Financial Group, LLC | 2.99% | Add +0.1% | 317,189 | $12.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -42.4% | 316,432 | $12.4M |
| Financial Synergies Wealth Advisors, Inc. | 1.64% | Add +0.4% | 310,879 | $12.2M |
| Sandy Spring Bank | 0.53% | Add +10.1% | 306,468 | $12.0M |
| Diversified Portfolios, Inc. | 1.58% | Reduce -0.0% | 305,727 | $12.0M |
| Sterling Wealth Management, Inc. | 5.60% | Add +0.6% | 300,669 | $11.8M |
| ShankerValleau Wealth Advisors, Inc. | 4.95% | Add +0.6% | 294,205 | $11.6M |
| Sequoia Financial Advisors, LLC | 0.14% | No change | 294,115 | $11.5M |
| RTD Financial Advisors, Inc. | 1.51% | Reduce -0.9% | 286,729 | $11.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.2% | 285,461 | $11.2M |
| Lauterbach Financial Advisors, LLC | 6.94% | Add +2.4% | 266,936 | $10.5M |
| Bridgewater Advisors Inc. | 1.27% | Add +0.1% | 254,291 | $10.3M |
| EP Wealth Advisors, LLC | 0.11% | Add +0.8% | 259,672 | $10.2M |
| Advisory Services & Investments, LLC | 6.94% | Reduce -3.8% | 254,459 | $10.0M |
| MAI Capital Management | 0.10% | Reduce -0.3% | 250,563 | $9.8M |
| Squire Investment Management Company, LLC | 5.56% | Add +3.6% | 249,799 | $9.8M |
| Addison Advisors LLC | 3.14% | Add +12.6% | 247,732 | $9.7M |
| UBS Group AG | 0.00% | Add +49.9% | 242,430 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +23.7% | 240,471 | $9.4M |
| Sprinkle Financial Consultants LLC | 7.33% | Reduce -1.1% | 236,821 | $9.3M |
| Strategic Investment Solutions, Inc. | 2.91% | — | 218,352 | $9.0M |
| Tobias Financial Advisors, Inc. | 1.85% | Reduce -1.5% | 218,301 | $8.6M |
| Rf&l Wealth Management, LLC | 6.51% | Reduce -3.5% | 217,838 | $8.6M |
| Private Ocean, LLC | 0.74% | Reduce -1.2% | 214,101 | $8.4M |
| Graves Light Lenhart Wealth, Inc. | 0.95% | Add +7.0% | 211,965 | $8.3M |
| Werba Rubin Papier Wealth Management | 2.25% | Reduce -44.1% | 207,653 | $8.2M |
| Level Financial Advisors | 3.50% | Reduce -1.3% | 205,928 | $8.1M |
| Exencial Wealth Advisors, LLC | 0.30% | Reduce -3.9% | 203,885 | $8.0M |
| Peirce Capital Management, LLC | 4.10% | Add +8.6% | 197,260 | $7.7M |
| Embree Financial Group | 1.47% | Add +8.3% | 194,964 | $7.7M |
| M Financial Asset Management, Inc. | 28.32% | Reduce -10.7% | 187,090 | $7.3M |
| BIP Wealth, LLC | 0.59% | Add +9.2% | 183,661 | $7.2M |
| Ariadne Wealth Management, LP | 5.58% | — | 181,082 | $7.1M |
| JFS Wealth Advisors, LLC | 0.56% | Reduce -3.3% | 180,732 | $7.1M |
| Colorado Capital Management, Inc. | 3.92% | Reduce -2.1% | 179,034 | $7.0M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -2.5% | 177,880 | $7.0M |
| Vestia Personal Wealth Advisors | 7.38% | — | 176,245 | $6.9M |
| Farther Finance Advisors, LLC | 0.33% | Add +6.0% | 176,758 | $6.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.4% | 169,808 | $6.7M |
| Wealthstream Advisors, Inc. | 2.41% | Reduce -2.4% | 167,979 | $6.6M |
| TruNorth Capital Management, LLC | 2.08% | Reduce -0.9% | 163,156 | $6.4M |
| Versant Capital Management, Inc | 1.60% | Reduce -0.7% | 161,081 | $6.3M |
| WNY Asset Management, LLC | 0.84% | Reduce -2.0% | 160,980 | $6.3M |
| Confluence Wealth Services, Inc. | 0.50% | Add +19.0% | 160,423 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 158,885 | $6.2M |
| Cherry Tree Wealth Management, LLC | 1.50% | Reduce -0.9% | 151,877 | $6.0M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.1% | 151,177 | $5.9M |
| CarsonAllaria Wealth Management, Ltd. | 3.63% | Add +0.4% | 150,904 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.6% | 150,031 | $5.9M |
| Abacus Wealth Partners, LLC | 0.97% | Reduce -0.4% | 148,730 | $5.8M |
| Shearwater Capital LLC | 4.22% | Reduce -2.7% | 146,136 | $5.7M |
| EnRich Financial Partners LLC | 2.05% | Reduce -0.5% | 142,058 | $5.6M |
| BOK Financial Private Wealth, Inc. | 0.40% | Reduce -0.8% | 141,246 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 140,268 | $5.5M |
| Arkadios Wealth Advisors | 0.37% | New | 138,915 | $5.5M |
| Total Wealth Planning, LLC | 0.89% | Reduce -13.3% | 131,606 | $5.4M |
| Lutz Financial Services LLC | 0.47% | Reduce -3.7% | 137,789 | $5.4M |
| First National Bank Sioux Falls | 2.74% | Reduce -0.6% | 134,311 | $5.3M |
| Captrust Financial Advisors | 0.02% | Reduce -2.1% | 133,269 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.35% | Reduce -6.3% | 125,910 | $5.2M |
| Lam Group, Inc. | 4.36% | Add +0.0% | 131,853 | $5.2M |
| Gradient Capital Advisors, LLC | 1.82% | Reduce -0.6% | 129,565 | $5.1M |
| Builder Investment Group Inc. | 1.36% | No change | 127,393 | $5.0M |
| Hemington Wealth Management | 1.65% | Reduce -0.4% | 124,807 | $4.9M |
| GEM Asset Management, LLC | 3.02% | Add +0.5% | 123,692 | $4.9M |
| Annandale Capital, LLC | 1.01% | Reduce -8.2% | 123,255 | $4.8M |
| Evensky & Katz LLC | 0.34% | Reduce -0.1% | 123,160 | $4.8M |
| Verdence Capital Advisors LLC | 0.42% | No change | 120,891 | $4.7M |
| Intelligent Financial Strategies | 2.89% | Reduce -1.0% | 119,481 | $4.7M |
| Morgan Stanley | 0.00% | Add +4.4% | 116,027 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +1.3% | 114,575 | $4.5M |
| Simplicity Wealth,LLC | 0.10% | New | 108,812 | $4.3M |
| FMB Wealth Management | 3.16% | Reduce -1.4% | 105,775 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.33% | Add +1.7% | 103,038 | $4.0M |
| Yeomans Consulting Group, Inc. | 1.52% | Add +0.5% | 100,214 | $3.9M |
| Vannoy Advisory Group, Inc. | 3.03% | Add +0.2% | 99,680 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -16.0% | 99,232 | $3.9M |
| Visionary Wealth Advisors | 0.25% | Reduce -3.5% | 98,602 | $3.9M |
| Summit Financial Strategies, Inc. | 0.48% | Reduce -0.7% | 98,361 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -9.4% | 98,095 | $3.9M |
| Investment Advisory Group, LLC | 1.49% | Add +0.4% | 98,027 | $3.8M |
| Waypoint Capital Advisors, LLC | 0.91% | Reduce -1.9% | 92,284 | $3.6M |
| Northwest Wealth Management, LLC | 0.91% | Reduce -1.4% | 89,470 | $3.5M |
| Ancora Advisors LLC | 0.09% | Reduce -61.1% | 88,671 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +39.4% | 88,100 | $3.5M |
| Jentner Corp | 1.14% | Reduce -0.3% | 87,725 | $3.4M |
| Tiaa Trust, National Association | 0.01% | Add +4.7% | 85,850 | $3.4M |
| Clearstead Advisors, LLC | 0.06% | Add +288.2% | 84,769 | $3.3M |
| Cwm, LLC | 0.02% | Add +188.9% | 83,779 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +33.8% | 79,927 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -9.1% | 78,370 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.1% | 78,355 | $3.1M |
| PFG Advisors | 0.21% | Add +9.0% | 78,092 | $3.1M |
| Zhang Financial LLC | 0.21% | Add +0.3% | 77,119 | $3.0M |
| WASHINGTON TRUST Co | 0.11% | Add +37.7% | 75,104 | $2.9M |
| Cascade Wealth Advisors, Inc | 2.13% | Reduce -2.5% | 71,104 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -1.7% | 71,974 | $2.8M |
| Disciplined Investments, LLC | 1.50% | Add +0.5% | 71,590 | $2.8M |
| Prospera Financial Services Inc | 0.08% | No change | 70,681 | $2.8M |
| Clarity Capital Advisors, LLC | 2.08% | Reduce -1.3% | 68,667 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.97% | Reduce -0.8% | 68,115 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.13% | No change | 68,008 | $2.7M |
| Cassady Schiller Wealth Management, LLC | 1.08% | No change | 67,886 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Reduce -1.8% | 67,002 | $2.6M |
| Melfa Wealth Management, Inc. | 1.83% | Reduce -1.1% | 66,822 | $2.6M |
| Quantum Financial Advisors, LLC | 0.46% | No change | 66,690 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -0.6% | 65,854 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -0.6% | 64,640 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 62,427 | $2.5M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -1.0% | 59,068 | $2.4M |
| Cypress Wealth Services, LLC | 0.54% | Add +0.7% | 62,009 | $2.4M |
| Angeles Wealth Management, LLC | 0.23% | Reduce -2.7% | 61,448 | $2.4M |
| ARK & TLK Investments, LLC | 0.89% | Reduce -0.1% | 60,802 | $2.4M |
| Westmount Partners, LLC | 0.78% | No change | 60,240 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +10.0% | 59,831 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Add +1.4% | 59,482 | $2.3M |
| Fonville Wealth Management LLC | 0.92% | Reduce -2.3% | 58,873 | $2.3M |
| Weinberger Asset Management, Inc | 1.09% | Add +15.3% | 58,682 | $2.3M |
| Francis Financial, Inc. | 0.68% | Reduce -8.7% | 56,881 | $2.2M |
| Stone Summit Wealth LLC | 0.73% | No change | 51,732 | $2.0M |
| Mission Wealth Management, LP | 0.05% | Reduce -4.6% | 50,685 | $2.0M |
| Brown Advisory Inc. | 0.00% | Reduce -1.8% | 50,538 | $2.0M |
| Warwick Investment Management, Inc. | 0.46% | Add +0.5% | 50,438 | $2.0M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -1.1% | 50,268 | $2.0M |
| Adero Partners, LLC | 0.14% | Reduce -3.9% | 49,801 | $2.0M |
| Peninsula Wealth, LLC | 0.36% | Reduce -13.5% | 48,099 | $1.9M |
| TAGStone Capital, Inc. | 1.09% | Add +5.7% | 48,868 | $1.9M |
| BetterWealth, LLC | 0.61% | Reduce -5.5% | 48,794 | $1.9M |
| Basso Capital Management, L.P. | 1.72% | No change | 48,610 | $1.9M |
| 25 LLC | 0.89% | Add +0.2% | 47,788 | $1.9M |
| Running Point Capital Advisors, LLC | 0.76% | Add +2.8% | 46,704 | $1.8M |
| Valued Wealth Advisors LLC | 1.25% | Add +7.4% | 46,422 | $1.8M |
| Blue Trust, Inc. | 0.02% | No change | 43,429 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 44,966 | $1.8M |
| Websterrogers Financial Advisors, LLC | 0.62% | Reduce -3.4% | 44,349 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +3.9% | 43,240 | $1.7M |
| Blair William & Co. | 0.01% | Add +0.4% | 42,965 | $1.7M |
| Tarbox Family Office, Inc. | 0.29% | Add +0.0% | 42,266 | $1.7M |
| Cordant, Inc. | 0.92% | Reduce -7.9% | 41,720 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Reduce -2.3% | 40,988 | $1.6M |
| Curi Capital, LLC | 0.04% | Add +0.2% | 40,644 | $1.6M |
| Carlson Capital Management | 0.08% | Reduce -2.2% | 40,597 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 39,390 | $1.5M |
| Beacon Financial Advisory LLC | 0.56% | Add +7.2% | 38,269 | $1.5M |
| Family CFO Inc | 0.92% | Reduce -0.2% | 38,191 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -1.2% | 37,555 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -5.9% | 36,977 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.26% | Add +0.5% | 36,612 | $1.4M |
| Farmers National Bank | 0.43% | Reduce -4.1% | 36,407 | $1.4M |
| Comerica Bank | 0.01% | Reduce -0.3% | 36,357 | $1.4M |
| FMR LLC | 0.00% | Reduce -1.4% | 36,164 | $1.4M |
| Bank of Montreal | 0.00% | Add +5.6% | 34,687 | $1.4M |
| Aerodigm Wealth, LLC | 0.64% | Add +100.0% | 35,328 | $1.4M |
| Marcum Wealth, LLC | 0.14% | Add +0.4% | 35,114 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 34,987 | $1.4M |
| Asset Planning Corporation | 1.02% | Reduce -5.7% | 34,845 | $1.4M |
| SJS Investment Consulting Inc. | 0.26% | Reduce -7.8% | 34,544 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 34,473 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +23.1% | 34,229 | $1.3M |
| RAM Investment Partners, LLC | 0.39% | Reduce -0.9% | 34,007 | $1.3M |
| Applied Capital LLC | 0.73% | Reduce -1.7% | 32,557 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.4% | 32,235 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 31,961 | $1.3M |
| Fiduciary Trust Co | 0.02% | No change | 31,698 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +1.5% | 31,522 | $1.2M |
| Greenspring Advisors, LLC | 0.30% | No change | 31,511 | $1.2M |
| Parkside Financial Bank & Trust | 0.19% | Add +26.5% | 31,425 | $1.2M |
| Busey Bank | 0.04% | No change | 31,112 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +0.9% | 30,712 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.42% | Reduce -11.5% | 30,321 | $1.2M |
| Silver Oak Advisory Group, Inc. | 0.65% | Reduce -6.0% | 29,816 | $1.2M |
| LJI Wealth Management, LLC | 0.26% | Add +1.4% | 29,776 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.0% | 29,741 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 29,644 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.2% | 29,644 | $1.2M |
| Absolute Capital Management, LLC | 0.69% | Reduce -4.2% | 29,077 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.29% | Reduce -0.1% | 28,983 | $1.1M |
| IFG Advisors, LLC | 0.27% | Add +65.2% | 28,889 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 28,527 | $1.1M |
| Quadcap Wealth Management, LLC | 0.20% | New | 28,445 | $1.1M |
| FAS Wealth Partners, Inc. | 0.10% | Reduce -2.2% | 28,439 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +55.9% | 28,415 | $1.1M |
| IFG Advisory, LLC | 0.07% | Reduce -0.3% | 28,272 | $1.1M |
| Verus Financial Partners, Inc. | 0.13% | Add +0.3% | 28,004 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Add +64.4% | 27,681 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -0.5% | 27,470 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.1% | 26,302 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 26,997 | $1.1M |
| Smartleaf Asset Management LLC | 0.17% | Add +20.3% | 26,937 | $1.1M |
| Garde Capital, Inc. | 0.07% | No change | 26,598 | $1.0M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.2% | 26,379 | $1.0M |
| New England Private Wealth Advisors LLC | 0.18% | New | 25,964 | $1.0M |
| Pictet North America Advisors SA | 0.11% | No change | 25,825 | $1.0M |
| Parallel Advisors, LLC | 0.03% | Add +2.2% | 25,160 | $988K |
| Awm Capital, LLC | 0.15% | Reduce -1.4% | 25,024 | $983K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.1% | 24,745 | $972K |
| Financial Council, LLC | 0.54% | No change | 24,585 | $965K |
| Marietta Wealth Management, LLC | 0.15% | Reduce -3.5% | 24,519 | $963K |
| Brighton Jones LLC | 0.03% | Add +0.4% | 24,134 | $948K |
| Focus Partners Wealth | 0.00% | Add +4.0% | 23,913 | $939K |
| Baker Tilly Wealth Management, LLC | 0.38% | Reduce -17.3% | 23,717 | $931K |
| tru Independence LLC | 0.28% | Add +0.3% | 23,552 | $925K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -9.6% | 23,519 | $924K |
| Fort Point Capital Partners LLC | 0.12% | No change | 23,400 | $919K |
| Phillips Financial Management, LLC | 0.08% | Add +0.3% | 23,328 | $916K |
| Samalin Investment Counsel, LLC | 0.43% | Reduce -0.4% | 23,247 | $913K |
| M&T Bank Corp | 0.00% | New | 23,205 | $911K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.9% | 22,770 | $894K |
| Seaside Wealth Management, Inc. | 0.37% | Add +0.2% | 22,634 | $889K |
| Summit Wealth Group, LLC | 0.26% | New | 22,386 | $879K |
| Mustard Seed Financial, LLC | 0.83% | Reduce -2.1% | 22,207 | $872K |
| Allegiance Financial Group Advisory Services LLC | 0.33% | Add +0.1% | 22,120 | $869K |
| Commerce Bank | 0.01% | Reduce -0.3% | 21,883 | $859K |
| D. E. Shaw & Co. | 0.00% | New | 21,814 | $857K |
| Fifth Third Bancorp | 0.00% | Add +33.7% | 21,241 | $834K |
| Balboa Wealth Partners | 0.22% | Reduce -5.9% | 21,234 | $834K |
| MBM Wealth Consultants, LLC | 0.28% | No change | 21,375 | $834K |
| Renasant Bank | 0.57% | No change | 21,053 | $827K |
| SVB Wealth LLC | 0.02% | Add +0.1% | 21,011 | $825K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 20,992 | $824K |
| Rehmann Capital Advisory Group | 0.06% | Add +3.3% | 20,942 | $822K |
| IHT Wealth Management, LLC | 0.03% | Add +0.4% | 20,811 | $817K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +7.9% | 20,680 | $812K |
| Keybank National Association | 0.00% | No change | 20,650 | $811K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -2.1% | 20,574 | $808K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.05% | Reduce -2.1% | 20,574 | $808K |
| Arbor Wealth Advisors LLC | 0.80% | Reduce -15.6% | 20,543 | $807K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $801K |
| Amarillo National Bank | 0.14% | No change | 19,084 | $749K |
| Financial Counselors Inc. | 0.01% | Add +3.5% | 19,076 | $749K |
| Signaturefd, LLC | 0.02% | No change | 19,007 | $746K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 18,991 | $746K |
| Caprock Group, LLC | 0.03% | Add +22.8% | 18,375 | $722K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -6.6% | 18,163 | $713K |
| Red Tortoise LLC | 0.38% | No change | 17,856 | $701K |
| Cherrydale Wealth Management, LLC | 0.31% | Reduce -9.0% | 17,852 | $701K |
| Prio Wealth Limited Partnership | 0.02% | No change | 17,795 | $699K |
| Fisher Asset Management | 0.00% | New | 17,726 | $696K |
| Falcon Wealth Planning | 0.09% | Reduce -2.1% | 17,653 | $693K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.4% | 17,650 | $693K |
| Plante Moran Financial Advisors, LLC | 0.07% | No change | 17,487 | $687K |
| Key Financial Inc | 0.16% | No change | 17,351 | $681K |
| Bailard, Inc. | 0.02% | Reduce -4.0% | 17,183 | $675K |
| Narus Financial Partners, LLC | 0.27% | Add +0.8% | 17,172 | $674K |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 17,170 | $674K |
| Dakota Wealth Management | 0.02% | No change | 17,010 | $668K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 16,937 | $665K |
| Rather & Kittrell, Inc. | 0.18% | No change | 16,925 | $665K |
| D.A. Davidson & Co. | 0.01% | No change | 16,768 | $658K |
| Liberty Wealth Management LLC | 0.12% | Reduce -41.7% | 16,300 | $640K |
| AE Wealth Management LLC | 0.01% | Add +91.2% | 16,143 | $634K |
| Waverly Advisors, LLC | 0.01% | Add +14.4% | 15,875 | $623K |
| Park Avenue Securities LLC | 0.01% | No change | 15,731 | $618K |
| WestHill Financial Advisors, Inc. | 0.15% | No change | 15,726 | $618K |
| Clark Asset Management, LLC | 0.17% | No change | 15,703 | $617K |
| Monterey Private Wealth, Inc. | 0.23% | Add +0.3% | 15,640 | $614K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 15,631 | $614K |
| Quantinno Capital Management LP | 0.01% | Add +15.3% | 15,443 | $606K |
| Private Trust Co. NA | 0.07% | Add +36.2% | 15,435 | $606K |
| Leo Wealth, LLC | 0.06% | Add +0.5% | 15,297 | $601K |
| Vista Capital Partners, Inc. | 0.07% | No change | 15,277 | $600K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 14,970 | $588K |
| Townsquare Capital LLC | 0.01% | Add +50.3% | 14,893 | $585K |
| Kathmere Capital Management, LLC | 0.06% | Add +172.8% | 14,884 | $584K |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,833 | $582K |
| TPG Financial Advisors, LLC | 0.27% | — | 14,752 | $579K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 14,728 | $578K |
| Fortis Capital Advisors, LLC | 0.21% | New | 14,594 | $573K |
| Belpointe Asset Management LLC | 0.04% | New | 14,594 | $573K |
| Brookstone Capital Management | 0.01% | Add +0.0% | 13,853 | $571K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $566K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -10.0% | 14,389 | $565K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $563K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 14,052 | $552K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.4% | 13,875 | $545K |
| Collective Family Office LLC | 0.16% | No change | 13,867 | $545K |
| Cadence Bank | 0.04% | Reduce -1.2% | 13,852 | $544K |
| FSM Wealth Advisors, LLC | 0.18% | Add +0.1% | 13,563 | $533K |
| Sollinda Capital Management LLC | 0.16% | Add +23.9% | 13,536 | $532K |
| RFG Advisory, LLC | 0.02% | Add +54.3% | 13,514 | $531K |
| Center for Financial Planning, Inc. | 0.07% | No change | 13,216 | $519K |
| Shore Point Advisors, LLC | 0.29% | Reduce -0.0% | 13,195 | $518K |
| American Financial Advisors, LLC | 0.07% | Add +0.2% | 13,142 | $516K |
| Robinswood Financial LLC | 0.21% | Add +0.0% | 13,090 | $514K |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 13,059 | $513K |
| VERITY Wealth Advisors | 0.38% | No change | 12,775 | $502K |
| Trexquant Investment LP | 0.01% | New | 12,622 | $496K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,565 | $493K |
| GTS Securities LLC | 0.01% | Reduce -79.4% | 12,415 | $488K |
| Castle Wealth Management LLC | 0.23% | Reduce -15.0% | 12,273 | $482K |
| Fortress Wealth Management, Inc. | 0.25% | Reduce -0.8% | 12,256 | $481K |
| Qube Research & Technologies Ltd | 0.00% | Add +337.1% | 12,222 | $480K |
| Jones Financial Companies LLLP | 0.00% | Add +190.9% | 12,218 | $480K |
| KM Capital Management Ltd. | 0.25% | Add +0.4% | 12,071 | $474K |
| Transcend Capital Advisors, LLC | 0.03% | New | 11,925 | $468K |
| AQR Capital Management | 0.00% | Add +31.5% | 11,844 | $465K |
| Elevate Wealth Advisory, Inc. | 0.38% | Add +0.2% | 11,789 | $463K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,789 | $463K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +10.5% | 11,663 | $458K |
| Empower Advisory Group, LLC | 0.00% | No change | 11,505 | $452K |
| First Western Trust Bank | 0.02% | No change | 11,373 | $447K |
| Quad-Cities Investment Group, LLC | 0.25% | Add +3.1% | 11,344 | $445K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $445K |
| Naples Global Advisors, LLC | 0.04% | Add +0.5% | 11,320 | $445K |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 11,307 | $444K |
| NorthRock Partners, LLC | 0.02% | No change | 11,285 | $443K |
| CVA Family Office, LLC | 0.08% | Add +0.5% | 11,241 | $441K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | New | 10,672 | $440K |
| Krilogy Financial LLC | 0.03% | New | 11,009 | $432K |
| Colonial Trust Co / SC | 0.08% | No change | 10,920 | $429K |
| TNF LLC | 0.16% | No change | 10,674 | $429K |
| Ascent Group, LLC | 0.03% | No change | 10,849 | $426K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.5% | 10,765 | $423K |
| Liberty Capital Management, Inc. | 0.10% | No change | 10,742 | $422K |
| Efficient Advisors, LLC | 0.03% | Reduce -1.4% | 10,580 | $415K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.6% | 10,488 | $412K |
| GDS Wealth Management | 0.05% | No change | 10,486 | $412K |
| NCM Capital Management, LLC | 0.22% | No change | 10,465 | $411K |
| Kades & Cheifetz LLC | 0.26% | Add +0.4% | 10,393 | $408K |
| Cross Staff Investments Inc | 0.34% | No change | 10,391 | $408K |
| WoodTrust Financial Corp | 0.06% | No change | 10,081 | $396K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $394K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 10,000 | $393K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,942 | $390K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 9,896 | $389K |
| Steele Capital Management, Inc. | 0.02% | No change | 9,848 | $387K |
| Wedmont Private Capital | 0.02% | New | 9,614 | $386K |
| Raymond James Trust N.A. | 0.01% | Add +18.3% | 9,691 | $381K |
| SteelPeak Wealth, LLC | 0.02% | No change | 9,651 | $379K |
| Monument Group Wealth Advisors, LLC | 0.25% | Reduce -1.4% | 9,644 | $379K |
| Live Oak Private Wealth LLC | 0.06% | No change | 9,531 | $374K |
| QRG Capital Management, Inc. | 0.00% | Add +16.8% | 9,455 | $371K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $370K |
| Cozad Asset Management Inc. | 0.04% | Reduce -0.9% | 9,409 | $369K |
| Ironwood Financial, llc | 0.08% | No change | 9,270 | $364K |
| CRA Financial Services, LLC | 0.07% | Reduce -5.2% | 9,193 | $361K |
| Avestar Capital, LLC | 0.04% | No change | 9,163 | $360K |
| Advisory Services Network, LLC | 0.01% | Add +48.0% | 9,084 | $357K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,945 | $351K |
| 49 Wealth Management, LLC | 0.07% | No change | 8,977 | $351K |
| Lido Advisors, LLC | 0.00% | Reduce -1.3% | 8,905 | $350K |
| AlTi Global, Inc. | 0.01% | No change | 8,900 | $350K |
| Procyon Advisors, LLC | 0.03% | No change | 8,864 | $348K |
| Summit Asset Management, LLC | 0.04% | Add +0.5% | 8,847 | $347K |
| Goldstein Advisors, LLC | 0.06% | No change | 8,819 | $346K |
| LRI Investments, LLC | 0.04% | No change | 8,814 | $346K |
| Bridges Investment Management Inc. | 0.01% | New | 8,794 | $345K |
| RB Capital Management, LLC | 0.09% | Reduce -8.7% | 8,670 | $340K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 8,551 | $336K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $335K |
| Debussy Capital Management LP | 0.10% | Reduce -1.2% | 8,504 | $334K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,412 | $330K |
| Accredited Investors Inc. | 0.02% | New | 8,330 | $327K |
| Karpas Strategies, LLC | 0.10% | Add +54.9% | 8,324 | $327K |
| Physician Wealth Solutions Inc. | 0.23% | No change | 8,307 | $326K |
| Whittier Trust Co. | 0.00% | Add +117.4% | 8,232 | $323K |
| Rockwood Wealth Management, LLC | 0.04% | Add +18.4% | 7,999 | $314K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.45% | Add +95.4% | 7,992 | $314K |
| Capital Advisors Inc. | 0.01% | New | 7,919 | $311K |
| Lauer Wealth, LLC | 0.25% | Reduce -61.1% | 7,785 | $311K |
| Newton One Investments LLC | 0.13% | Reduce -3.7% | 7,880 | $309K |
| Integrity Wealth Solutions LLC | 0.20% | New | 7,866 | $309K |
| Wealth Advisors of Iowa, LLC | 0.17% | Add +32.9% | 7,957 | $306K |
| Mullaney, Keating & Wright, Inc. | 0.23% | — | 7,715 | $303K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $302K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 7,653 | $301K |
| One Degree Advisors Inc | 0.14% | Reduce -3.7% | 7,599 | $298K |
| Two West Capital Advisors LLC | 0.28% | — | 7,530 | $296K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $294K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | No change | 7,480 | $294K |
| Kathleen S. Wright Associates Inc. | 0.13% | New | 7,348 | $289K |
| Evoke Wealth, LLC | 0.42% | Reduce -59.5% | 7,341 | $288K |
| Kingfisher Capital LLC | 0.07% | New | 7,269 | $285K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $284K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -16.5% | 7,208 | $283K |
| Bessemer Group Inc. | 0.00% | No change | 7,212 | $283K |
| MB Generational Wealth, LLC | 0.22% | No change | 7,193 | $282K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,188 | $282K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,155 | $281K |
| Mgo One Seven LLC | 0.01% | Reduce -17.2% | 7,030 | $276K |
| Revisor Wealth Management LLC | 0.19% | Reduce -71.0% | 7,029 | $276K |
| Cambridge Financial Group, LLC | 0.13% | Add +0.1% | 7,012 | $275K |
| Well Done, LLC | 0.06% | Add +0.0% | 6,987 | $274K |
| Intrua Financial, LLC | 0.04% | No change | 6,977 | $274K |
| Bison Wealth, LLC | 0.04% | No change | 6,627 | $271K |
| HWG Holdings LP | 0.10% | — | 6,874 | $270K |
| Whalen Wealth Management Inc. | 0.21% | Add +0.5% | 6,837 | $268K |
| Lockerman Financial Group, Inc. | 0.49% | No change | 6,820 | $268K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -2.7% | 6,811 | $267K |
| Leeward Financial Partners, LLC | 0.11% | No change | 6,805 | $267K |
| Maryland Capital Advisors Inc. | 0.14% | No change | 6,714 | $264K |
| Oakworth Capital, Inc. | 0.02% | Add +4.2% | 6,681 | $262K |
| Waterfront Wealth Inc. | 0.07% | No change | 6,654 | $261K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 6,647 | $261K |
| High Probability Advisors, LLC | 0.05% | No change | 6,646 | $261K |
| Motco | 0.02% | No change | 6,502 | $255K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,468 | $254K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,310 | $248K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $247K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,281 | $247K |
| Csenge Advisory Group | 0.01% | No change | 6,269 | $246K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +0.1% | 6,266 | $246K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -23.3% | 6,143 | $241K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -9.5% | 6,118 | $240K |
| Bull Oak Capital, LLC | 0.15% | Reduce -3.9% | 6,077 | $239K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -6.9% | 6,053 | $238K |
| Essential Planning, LLC. | 0.10% | Add +0.8% | 5,999 | $236K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,965 | $234K |
| Vanguard Group Inc. | 0.00% | Add +10.5% | 5,721 | $225K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $224K |
| Rise Advisors, LLC | 0.12% | Add +0.5% | 5,705 | $224K |
| Five Oceans Advisors | 0.12% | Reduce -3.2% | 5,648 | $222K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,670 | $220K |
| Intelligence Driven Advisers, LLC | 0.03% | Add +0.1% | 5,571 | $219K |
| Frazier Financial Advisors, LLC | 0.17% | No change | 5,540 | $218K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $217K |
| Betterment LLC | 0.00% | New | 5,507 | $216K |
| UMB Bank, n.a. | 0.00% | No change | 5,469 | $215K |
| OLIO Financial Planning | 0.09% | No change | 5,698 | $213K |
| Advisors Capital Management, LLC | 0.00% | No change | 5,389 | $212K |
| Vawter Financial, Ltd. | 0.14% | No change | 5,350 | $210K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,305 | $208K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 5,295 | $208K |
| Greenleaf Trust | 0.00% | Add +0.1% | 5,227 | $205K |
| Lion Street Advisors, LLC | 0.07% | Reduce -8.4% | 5,132 | $202K |
| Harbour Investments, Inc. | 0.01% | No change | 5,089 | $200K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 5,007 | $197K |
| Private Capital Management LLC | 0.04% | No change | 4,876 | $191K |
| AdvisorNet Financial, Inc | 0.02% | No change | 4,840 | $190K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,491 | $176K |
| Continuum Advisory, LLC | 0.03% | No change | 4,441 | $174K |
| IFP Advisors, Inc | 0.01% | Reduce -4.1% | 3,912 | $154K |
| Grand Wealth Management, LLC | 0.09% | Reduce -94.3% | 3,744 | $147K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -16.6% | 3,711 | $146K |
| Operose Advisors LLC | 0.05% | No change | 3,292 | $129K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.4% | 3,024 | $118K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,996 | $118K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,984 | $117K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $112K |
| Jackson Hole Capital Partners, LLC | 0.02% | Reduce -49.8% | 2,714 | $107K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $106K |
| PrairieView Partners, LLC | 0.01% | Add +1.0% | 2,700 | $106K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,565 | $101K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $98K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,487 | $98K |
| Orion Capital Management LLC | 0.05% | Reduce -7.7% | 2,465 | $97K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 2,307 | $91K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,148 | $84K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $84K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $73K |
| Evermay Wealth Management LLC | 0.01% | Reduce -16.6% | 1,814 | $71K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,718 | $67K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,665 | $65K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,578 | $62K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $55K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,413 | $55K |
| Delta Asset Management LLC | 0.00% | No change | 1,383 | $54K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $50K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.5% | 1,239 | $49K |
| Gleason Group, Inc. | 0.01% | Reduce -1.9% | 1,207 | $47K |
| Avior Wealth Management, LLC | 0.00% | Reduce -24.3% | 1,196 | $47K |
| Eagle Bay Advisors LLC | 0.03% | No change | 1,170 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 1,166 | $46K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,144 | $45K |
| Ridgewood Investments LLC | 0.02% | New | 1,069 | $42K |
| Investors Research Corp | 0.01% | No change | 954 | $37K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 950 | $37K |
| CoreCap Advisors, LLC | 0.00% | No change | 933 | $37K |
| SYM FINANCIAL Corp | 0.01% | No change | 894 | $35K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.5% | 824 | $32K |
| Abich Financial Wealth Management LLC | 0.02% | New | 790 | $31K |
| City State Bank | 0.01% | New | 744 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +0.4% | 688 | $27K |
| S.A. Mason LLC | 0.01% | No change | 603 | $24K |
| Quadrant Capital Group LLC | 0.00% | No change | 581 | $23K |
| EdgeRock Capital LLC | 0.02% | New | 551 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | — | 522 | $20K |
| Archer Investment Corp | 0.01% | No change | 518 | $20K |
| Assetmark, Inc. | 0.00% | New | 511 | $20K |
| AlphaMark Advisors, LLC | 0.01% | No change | 500 | $20K |
| Pineridge Advisors LLC | 0.01% | No change | 494 | $19K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $18K |
| Steph & Co. | 0.01% | No change | 446 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 414 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $14K |
| Studio Investment Management LLC | 0.00% | Reduce -79.1% | 256 | $10K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 227 | $9K |
| Bare Financial Services, Inc | 0.00% | No change | 215 | $9K |
| Rothschild Investment LLC | 0.00% | New | 223 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $8K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 155 | $6K |
| Kings Path Partners LLC | 0.00% | — | 101 | $4K |
| Tsfg, LLC | 0.00% | No change | 80 | $3K |
| Quent Capital, LLC | 0.00% | New | 65 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 60 | $2K |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.