Dimensional US Marketwide VaDFUVETF
13F holders, Q3 2024 (September 30)604holders +15
33new positions
20sold out
2famous investors
$41.65avg. 13F price*
At the end of Q3 2024, 604 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 15 from Q2 2024. 33 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($1.5B), Envestnet Asset Management Inc. ($1.4B) and Savant Capital, LLC ($771.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $9.8M |
| Exits | 20 | $8.1M |
All 13F filers, Q2 2024 → Q3 2024: 30,221,346 shares bought and 5,296,432 shares sold, net +24,924,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Mercer Global Advisors Inc. | 3.43% | Add +21.8% | 35,285,610 | $1.5B |
| Envestnet Asset Management Inc. | 0.44% | Add +21.5% | 32,965,845 | $1.4B |
| Savant Capital, LLC | 6.41% | Add +0.9% | 18,514,362 | $771.9M |
| Focus Partners Wealth | 1.92% | Add +60071.2% | 14,388,727 | $599.9M |
| Corient Private Wealth LP | 0.72% | Reduce -0.6% | 10,881,716 | $453.7M |
| Plancorp, LLC | 11.03% | Reduce -1.4% | 6,484,092 | $270.3M |
| Index Fund Advisors, Inc. | 13.98% | Reduce -2.9% | 6,328,129 | $263.8M |
| Northern Trust Corp. | 0.04% | Reduce -2.5% | 5,940,240 | $247.6M |
| Creative Planning | 0.23% | Reduce -2.4% | 5,471,095 | $228.1M |
| HighTower Advisors, LLC | 0.30% | Reduce -1.9% | 4,912,648 | $204.8M |
| Focus Partners Advisor Solutions, LLC | 3.04% | Reduce -0.5% | 3,468,171 | $144.6M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -11.5% | 2,910,296 | $121.3M |
| Cerity Partners LLC | 0.23% | Add +3.0% | 2,510,125 | $104.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.91% | Add +10.5% | 2,474,894 | $103.2M |
| Modera Wealth Management, LLC | 1.27% | Reduce -1.3% | 2,390,093 | $99.6M |
| TCI Wealth Advisors, Inc. | 7.88% | Add +3.2% | 2,243,112 | $93.5M |
| Choreo, LLC | 1.16% | Add +0.2% | 1,903,191 | $79.0M |
| Trust Co of the South | 16.21% | Reduce -0.7% | 1,836,455 | $76.6M |
| Truepoint, Inc. | 2.04% | Reduce -0.8% | 1,823,412 | $76.0M |
| Jackson Thornton Wealth Management, LLC | 9.49% | Add +3.4% | 1,722,588 | $71.8M |
| Pathstone Holdings, LLC | 0.27% | Reduce -0.9% | 1,463,212 | $61.0M |
| Foster Group, Inc. | 2.22% | Reduce -2.4% | 1,430,016 | $59.6M |
| RW Investment Management LLC | 7.04% | Add +1.1% | 1,357,995 | $56.6M |
| Evanson Asset Management, LLC | 3.93% | Add +0.6% | 1,335,218 | $55.7M |
| Beacon Pointe Advisors, LLC | 0.64% | Reduce -1.9% | 1,329,156 | $55.4M |
| Beaird Harris Wealth Management, LLC | 4.78% | Reduce -0.5% | 1,311,972 | $54.7M |
| Forum Financial Management, LP | 0.85% | Reduce -3.1% | 1,222,203 | $51.0M |
| LPL Financial LLC | 0.02% | Add +4.5% | 1,202,803 | $50.1M |
| Root Financial Partners, LLC | 7.68% | Add +42.6% | 1,151,367 | $48.0M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +17.5% | 1,110,093 | $46.3M |
| Team Hewins, LLC | 17.57% | Add +0.3% | 1,102,003 | $45.9M |
| Sachem Hill LLC | 9.22% | Add +0.1% | 1,088,701 | $45.4M |
| Willow Creek Wealth Management Inc. | 4.74% | Reduce -1.8% | 1,081,089 | $45.1M |
| Heritage Investment Group, Inc. | 7.84% | Reduce -1.5% | 988,838 | $41.2M |
| Integrated Wealth Concepts LLC | 0.50% | Add +1.1% | 980,262 | $40.9M |
| Porter White Investment Advisors, Inc. | 20.22% | Add +0.7% | 967,789 | $40.3M |
| TFC Financial Management, Inc. | 6.38% | Reduce -1.2% | 967,703 | $40.3M |
| Triune Financial Partners, LLC | 11.82% | Add +3.7% | 902,984 | $37.6M |
| Wescott Financial Advisory Group, LLC | 4.03% | Add +0.0% | 898,235 | $37.4M |
| American Investment Services, Inc. | 6.23% | Reduce -1.4% | 895,101 | $37.3M |
| Tillman Hartley LLC | 10.87% | Add +13.8% | 878,739 | $36.6M |
| Sax Wealth Advisors, LLC | 3.11% | Reduce -0.3% | 836,677 | $34.9M |
| Efficient Frontier Advisors LLC | 21.46% | Add +1.1% | 795,285 | $33.2M |
| Keb Asset Management, LLC | 9.88% | Add +2.1% | 787,264 | $32.8M |
| Dixon Fnancial Services, Inc. | 17.39% | Reduce -0.5% | 785,731 | $32.8M |
| Planning Center, Inc. | 4.03% | Add +1.4% | 784,184 | $32.7M |
| Cardiff Park Advisors, LLC | 2.84% | Add +0.1% | 753,371 | $31.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.5% | 718,608 | $30.0M |
| McLean Asset Management Corp | 9.01% | Reduce -1.0% | 713,891 | $29.9M |
| Wealth Architects, LLC | 3.31% | Reduce -1.5% | 701,948 | $29.3M |
| Aspiriant, LLC | 1.11% | Reduce -1.6% | 698,286 | $29.1M |
| Disciplined Equity Management, Inc. | 18.11% | Reduce -0.2% | 688,142 | $28.7M |
| Merriman Wealth Management, LLC | 1.13% | Reduce -1.7% | 668,011 | $27.8M |
| Heritage Wealth Management, Inc./Texas | 15.93% | Add +2.9% | 659,304 | $27.5M |
| Monograph Wealth Advisors, LLC | 3.52% | Add +13.8% | 648,793 | $27.0M |
| Parkwoods Wealth Partners, LLC | 21.71% | — | 633,122 | $26.4M |
| Meritas Wealth Management, LLC | 16.27% | Add +0.7% | 630,676 | $26.3M |
| Symmetry Partners, LLC | 6.05% | Reduce -47.7% | 612,574 | $25.5M |
| Moisand Fitzgerald Tamayo, LLC | 3.49% | Reduce -1.8% | 609,201 | $25.4M |
| WorthPointe, LLC | 10.27% | Reduce -0.1% | 585,093 | $24.4M |
| 1900 Wealth Management LLC | 2.02% | Reduce -0.8% | 566,056 | $23.6M |
| TFO Wealth Partners, LLC | 4.40% | Reduce -4.3% | 562,026 | $23.4M |
| ShankerValleau Wealth Advisors, Inc. | 7.87% | Add +88.4% | 554,360 | $23.1M |
| Earned Wealth Advisors, LLC | 6.75% | Add +1.3% | 532,313 | $22.2M |
| Bayshore Asset Management, LLC | 9.80% | Reduce -4.0% | 523,953 | $21.8M |
| Investmark Advisory Group LLC | 9.91% | Add +2.4% | 489,753 | $20.4M |
| DiNuzzo Private Wealth, Inc. | 2.52% | Reduce -1.1% | 489,511 | $20.4M |
| Apella Capital, LLC | 0.84% | Reduce -0.9% | 489,937 | $20.3M |
| Baker Boyer National Bank | 6.69% | Reduce -2.0% | 478,219 | $19.9M |
| Juncture Wealth Strategies, LLC | 7.34% | Add +3.6% | 454,641 | $19.0M |
| Allworth Financial LP | 0.11% | Add +8.1% | 448,914 | $18.7M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 445,118 | $18.6M |
| Legacy Financial Group, Inc. | 6.18% | Add +0.1% | 439,587 | $18.2M |
| Cetera Investment Advisers | 0.04% | Reduce -15.3% | 428,690 | $17.9M |
| Farther Finance Advisors, LLC | 0.67% | Add +140.8% | 425,551 | $17.7M |
| Mariner, LLC | 0.03% | Reduce -0.8% | 419,836 | $17.5M |
| Kooman & Associates | 6.45% | Add +4.0% | 419,033 | $17.5M |
| RS Crum Inc. | 4.07% | Add +7.0% | 416,363 | $17.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.8% | 404,005 | $16.8M |
| Grunden Financial Advisory, Inc. | 8.26% | Add +1.4% | 403,664 | $16.8M |
| Claris Advisors, LLC / Mo / | 7.08% | Add +1.7% | 391,864 | $16.3M |
| PBMares Wealth Management LLC | 3.35% | Add +0.5% | 384,238 | $16.0M |
| Hill Investment Group Partners, LLC | 2.23% | Add +0.0% | 409,337 | $16.0M |
| Austin Asset Management Co Inc | 3.20% | Reduce -1.0% | 376,925 | $15.7M |
| OneDigital Investment Advisors LLC | 0.18% | Add +109.6% | 372,843 | $15.5M |
| Ruedi Wealth Management, Inc. | 5.32% | Reduce -6.8% | 371,893 | $15.5M |
| Dynamic Advisor Solutions LLC | 0.45% | Add +3.4% | 362,173 | $15.1M |
| Larson Financial Group LLC | 0.84% | Reduce -2.1% | 354,000 | $14.8M |
| Andrews, Lucia Wealth Management LLC | 10.39% | Add +1.4% | 373,474 | $14.7M |
| Mosaic Family Wealth Partners, LLC | 2.16% | Add +1.2% | 348,628 | $14.5M |
| Mather Group, Llc. | 0.18% | Reduce -26.1% | 341,887 | $14.3M |
| Sandy Spring Bank | 0.56% | Add +7.4% | 329,225 | $13.7M |
| Kraft Asset Management, LLC | 10.48% | Add +0.7% | 320,971 | $13.4M |
| Altiora Financial Group, LLC | 2.92% | Add +0.0% | 317,250 | $13.2M |
| Financial Synergies Wealth Advisors, Inc. | 1.63% | Add +1.1% | 314,172 | $13.1M |
| WPWealth LLP | 2.71% | Reduce -1.6% | 313,336 | $13.1M |
| Diversified Portfolios, Inc. | 1.32% | Reduce -0.4% | 304,492 | $12.7M |
| Sterling Wealth Management, Inc. | 4.63% | Reduce -1.0% | 297,709 | $12.4M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -0.9% | 291,342 | $12.1M |
| Addison Advisors LLC | 3.34% | Add +16.4% | 288,403 | $12.0M |
| RTD Financial Advisors, Inc. | 1.50% | Reduce -0.7% | 284,699 | $11.9M |
| Dopkins Wealth Management, LLC | 9.46% | Reduce -34.7% | 281,099 | $11.7M |
| Lauterbach Financial Advisors, LLC | 6.81% | Add +0.6% | 268,656 | $11.2M |
| EP Wealth Advisors, LLC | 0.10% | Add +3.3% | 268,117 | $11.2M |
| Squire Investment Management Company, LLC | 5.27% | Add +6.5% | 265,974 | $11.1M |
| Bridgewater Advisors Inc. | 1.12% | Add +0.9% | 256,551 | $10.7M |
| UBS Group AG | 0.00% | Add +5.7% | 256,120 | $10.7M |
| Summit Wealth Group, LLC | 3.07% | Add +1041.1% | 255,453 | $10.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -12.1% | 250,828 | $10.5M |
| MAI Capital Management | 0.10% | Reduce -1.1% | 247,814 | $10.3M |
| Graves Light Lenhart Wealth, Inc. | 1.23% | Add +12.7% | 238,929 | $10.0M |
| Sprinkle Financial Consultants LLC | 7.10% | Add +0.4% | 237,824 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 227,937 | $9.5M |
| Tobias Financial Advisors, Inc. | 1.82% | Reduce -0.3% | 217,734 | $9.1M |
| Wealthspire Advisors, LLC | 0.09% | Add +2299.3% | 214,622 | $8.9M |
| BIP Wealth, LLC | 0.60% | Add +15.4% | 211,899 | $8.8M |
| Rf&l Wealth Management, LLC | 6.25% | Reduce -2.8% | 211,781 | $8.8M |
| Strategic Investment Solutions, Inc. | 2.64% | Reduce -3.3% | 211,220 | $8.8M |
| Embree Financial Group | 1.55% | Add +7.4% | 209,321 | $8.7M |
| Advisory Services & Investments, LLC | 5.89% | Reduce -18.5% | 207,396 | $8.6M |
| Werba Rubin Papier Wealth Management | 2.02% | Reduce -0.6% | 206,400 | $8.6M |
| Level Financial Advisors | 3.22% | Reduce -1.8% | 202,205 | $8.4M |
| Peirce Capital Management, LLC | 4.13% | Reduce -0.1% | 197,127 | $8.2M |
| Ariadne Wealth Management, LP | 4.23% | Reduce -1.2% | 178,958 | $7.8M |
| Vestia Personal Wealth Advisors | 7.12% | Add +2.8% | 181,216 | $7.6M |
| JFS Wealth Advisors, LLC | 0.50% | Reduce -0.6% | 179,655 | $7.5M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -12.2% | 178,930 | $7.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -44.0% | 177,173 | $7.4M |
| Colorado Capital Management, Inc. | 3.65% | Reduce -1.1% | 177,091 | $7.4M |
| Confluence Wealth Services, Inc. | 0.54% | Add +9.5% | 175,632 | $7.3M |
| Arkadios Wealth Advisors | 0.41% | Add +24.0% | 172,240 | $7.2M |
| Captrust Financial Advisors | 0.02% | Add +29.1% | 172,110 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 170,847 | $7.1M |
| Wealthstream Advisors, Inc. | 1.27% | Reduce -0.1% | 167,859 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.3% | 167,649 | $7.0M |
| TruNorth Capital Management, LLC | 2.03% | Add +0.9% | 164,662 | $6.9M |
| Versant Capital Management, Inc | 1.53% | Add +0.0% | 161,137 | $6.7M |
| WNY Asset Management, LLC | 0.75% | Reduce -4.1% | 154,365 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.6% | 153,938 | $6.4M |
| Cherry Tree Wealth Management, LLC | 1.49% | Reduce -1.0% | 150,302 | $6.3M |
| CarsonAllaria Wealth Management, Ltd. | 3.59% | Reduce -0.5% | 150,223 | $6.3M |
| M Financial Asset Management, Inc. | 23.76% | Reduce -21.5% | 146,926 | $6.1M |
| Abacus Wealth Partners, LLC | 0.91% | Reduce -1.9% | 145,983 | $6.1M |
| Shearwater Capital LLC | 4.19% | Reduce -0.4% | 145,617 | $6.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -4.8% | 143,857 | $6.0M |
| EnRich Financial Partners LLC | 1.98% | Reduce -0.1% | 141,855 | $5.9M |
| BOK Financial Private Wealth, Inc. | 0.42% | Reduce -2.5% | 137,777 | $5.7M |
| Lutz Financial Services LLC | 0.47% | Reduce -0.2% | 137,477 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.6% | 136,678 | $5.7M |
| First National Bank Sioux Falls | 2.55% | Reduce -0.0% | 134,254 | $5.6M |
| Lam Group, Inc. | 3.89% | Add +0.0% | 131,859 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +31.1% | 130,081 | $5.4M |
| Gradient Capital Advisors, LLC | 1.78% | Reduce -0.6% | 128,779 | $5.4M |
| Total Wealth Planning, LLC | 0.83% | Reduce -2.5% | 128,246 | $5.3M |
| Builder Investment Group Inc. | 1.43% | No change | 127,393 | $5.3M |
| Morgan Stanley | 0.00% | Add +9.3% | 126,848 | $5.3M |
| EverSource Wealth Advisors, LLC | 0.33% | Reduce -0.1% | 125,781 | $5.2M |
| Simplicity Wealth,LLC | 0.47% | Add +12.9% | 122,852 | $5.1M |
| Annandale Capital, LLC | 1.02% | Reduce -0.8% | 122,275 | $5.1M |
| Evensky & Katz LLC | 0.33% | Reduce -1.0% | 121,905 | $5.1M |
| GEM Asset Management, LLC | 2.89% | Reduce -1.9% | 121,364 | $5.1M |
| Verdence Capital Advisors LLC | 0.40% | No change | 120,891 | $5.0M |
| Hemington Wealth Management | 1.35% | Reduce -2.6% | 121,500 | $5.0M |
| Intelligent Financial Strategies | 2.68% | Reduce -2.4% | 116,633 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -0.5% | 113,980 | $4.8M |
| M Holdings Securities, Inc. | 1.14% | Reduce -90.8% | 108,989 | $4.5M |
| FMB Wealth Management | 2.49% | No change | 105,775 | $4.4M |
| CFS Investment Advisory Services, LLC | 0.36% | Reduce -0.7% | 102,360 | $4.3M |
| Vannoy Advisory Group, Inc. | 3.04% | Add +0.5% | 100,140 | $4.2M |
| Visionary Wealth Advisors | 0.25% | Add +1.4% | 100,017 | $4.2M |
| Yeomans Consulting Group, Inc. | 1.56% | Reduce -0.2% | 99,990 | $4.2M |
| Investment Advisory Group, LLC | 1.42% | Add +0.2% | 98,192 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.1% | 98,169 | $4.1M |
| Summit Financial Strategies, Inc. | 0.46% | Reduce -0.3% | 98,089 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.7% | 95,758 | $4.0M |
| Northwest Wealth Management, LLC | 0.92% | Add +5.4% | 94,282 | $3.9M |
| Waypoint Capital Advisors, LLC | 0.82% | No change | 92,284 | $3.8M |
| Cwm, LLC | 0.02% | Add +8.6% | 90,986 | $3.8M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +19.3% | 85,885 | $3.6M |
| Jentner Corp | 1.08% | Reduce -3.5% | 84,666 | $3.5M |
| Clearstead Advisors, LLC | 0.05% | Reduce -0.2% | 84,620 | $3.5M |
| PFG Advisors | 0.22% | Add +6.6% | 83,281 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 83,122 | $3.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -7.9% | 79,106 | $3.3M |
| WASHINGTON TRUST Co | 0.11% | No change | 75,104 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.3% | 74,077 | $3.1M |
| Weinberger Asset Management, Inc | 1.32% | Add +26.1% | 74,021 | $3.1M |
| Cascade Wealth Advisors, Inc | 2.15% | Add +1.3% | 72,018 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 71,792 | $3.0M |
| Disciplined Investments, LLC | 1.45% | Reduce -1.3% | 70,679 | $2.9M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.2% | 70,559 | $2.9M |
| Clarity Capital Advisors, LLC | 2.06% | Add +0.3% | 68,902 | $2.9M |
| FMR LLC | 0.00% | Add +88.5% | 68,161 | $2.8M |
| BWM Planning, LLC | 1.25% | — | 67,707 | $2.8M |
| Cassady Schiller Wealth Management, LLC | 1.03% | Reduce -0.7% | 67,393 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Reduce -1.0% | 67,358 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.93% | Reduce -1.3% | 67,227 | $2.8M |
| US Bancorp \de | 0.00% | Add +7.4% | 67,064 | $2.8M |
| Quantum Financial Advisors, LLC | 0.44% | No change | 66,690 | $2.8M |
| Regions Financial Corp. | 0.02% | Reduce -0.2% | 65,733 | $2.7M |
| Zhang Financial LLC | 0.17% | Reduce -14.9% | 65,616 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Reduce -2.5% | 65,323 | $2.7M |
| Ancora Advisors LLC | 0.06% | Reduce -26.4% | 65,220 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -0.6% | 64,279 | $2.7M |
| Melfa Wealth Management, Inc. | 1.76% | Reduce -4.3% | 63,930 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +410.0% | 62,317 | $2.6M |
| Cypress Wealth Services, LLC | 0.53% | Reduce -1.1% | 61,294 | $2.6M |
| ARK & TLK Investments, LLC | 0.90% | Reduce -0.6% | 60,440 | $2.5M |
| Westmount Partners, LLC | 0.76% | No change | 60,240 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.2% | 58,498 | $2.4M |
| Fonville Wealth Management LLC | 0.84% | Reduce -1.5% | 57,974 | $2.4M |
| Angeles Wealth Management, LLC | 0.20% | Reduce -9.5% | 55,598 | $2.3M |
| Francis Financial, Inc. | 0.60% | Reduce -4.0% | 54,634 | $2.3M |
| AQR Capital Management | 0.00% | Add +351.9% | 53,522 | $2.2M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -11.3% | 52,775 | $2.2M |
| Stone Summit Wealth LLC | 0.69% | Reduce -0.8% | 51,332 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 50,174 | $2.1M |
| Mission Wealth Management, LP | 0.05% | Reduce -1.5% | 49,922 | $2.1M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.4% | 49,544 | $2.1M |
| Peninsula Wealth, LLC | 0.36% | Add +0.3% | 48,218 | $2.1M |
| TAGStone Capital, Inc. | 1.05% | Add +0.6% | 49,164 | $2.0M |
| Basso Capital Management, L.P. | 1.87% | No change | 48,610 | $2.0M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -18.4% | 48,194 | $2.0M |
| BetterWealth, LLC | 0.59% | Reduce -1.0% | 48,294 | $2.0M |
| Tru Independence Asset Management 2, LLC | 1.69% | — | 48,037 | $2.0M |
| 25 LLC | 0.87% | Add +0.2% | 47,883 | $2.0M |
| Valued Wealth Advisors LLC | 1.26% | Add +0.4% | 46,623 | $1.9M |
| Bank of America Corp. | 0.00% | Add +2.6% | 46,131 | $1.9M |
| Adero Partners, LLC | 0.13% | Reduce -7.8% | 45,905 | $1.9M |
| Raymond James & Associates | 0.00% | Add +20.6% | 45,311 | $1.9M |
| Blair William & Co. | 0.01% | Add +0.4% | 43,124 | $1.8M |
| Tarbox Family Office, Inc. | 0.29% | Add +0.0% | 42,275 | $1.8M |
| Websterrogers Financial Advisors, LLC | 0.61% | Reduce -5.2% | 42,054 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.8% | 42,024 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Add +0.0% | 40,994 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -0.0% | 43,424 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +0.2% | 40,708 | $1.7M |
| Cordant, Inc. | 0.86% | Reduce -3.0% | 40,484 | $1.7M |
| Beacon Financial Advisory LLC | 0.56% | Add +3.2% | 39,493 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 39,390 | $1.6M |
| Family CFO Inc | 0.91% | Add +1.5% | 38,754 | $1.6M |
| Carlson Capital Management | 0.07% | Reduce -8.7% | 37,065 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.24% | Add +0.2% | 36,669 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -1.1% | 36,572 | $1.5M |
| Quantinno Capital Management LP | 0.02% | Add +135.8% | 36,416 | $1.5M |
| Comerica Bank | 0.01% | No change | 36,357 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +59.0% | 36,207 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | Add +3.5% | 36,198 | $1.5M |
| Marcum Wealth, LLC | 0.14% | Add +0.4% | 35,244 | $1.5M |
| GTS Securities LLC | 0.03% | Add +181.5% | 34,952 | $1.5M |
| Asset Planning Corporation | 0.95% | Add +0.1% | 34,863 | $1.5M |
| SJS Investment Consulting Inc. | 0.25% | Reduce -0.1% | 34,519 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +9.1% | 34,398 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.1% | 34,190 | $1.4M |
| RAM Investment Partners, LLC | 0.37% | No change | 34,007 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -3.4% | 33,508 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.2% | 33,376 | $1.4M |
| Parkside Financial Bank & Trust | 0.19% | Add +4.5% | 32,833 | $1.4M |
| Applied Capital LLC | 0.70% | Reduce -0.0% | 32,554 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Add +6.0% | 31,539 | $1.3M |
| Greenspring Advisors, LLC | 0.29% | No change | 31,511 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.4% | 31,511 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -0.6% | 31,498 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.7% | 31,363 | $1.3M |
| Busey Bank | 0.04% | No change | 31,112 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | No change | 30,712 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.6% | 30,418 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.6% | 30,418 | $1.3M |
| Measured Wealth Private Client Group, LLC | 0.42% | Reduce -0.1% | 30,288 | $1.3M |
| LJI Wealth Management, LLC | 0.25% | Add +0.0% | 29,779 | $1.2M |
| IFG Advisors, LLC | 0.26% | No change | 28,889 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.28% | Reduce -0.8% | 28,766 | $1.2M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.4% | 28,554 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 28,457 | $1.2M |
| Quadcap Wealth Management, LLC | 0.19% | No change | 28,445 | $1.2M |
| Silver Oak Advisory Group, Inc. | 0.61% | Reduce -4.8% | 28,373 | $1.2M |
| Verus Financial Partners, Inc. | 0.13% | Add +0.3% | 28,096 | $1.2M |
| Brighton Jones LLC | 0.04% | Add +15.1% | 27,789 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 27,598 | $1.2M |
| IFG Advisory, LLC | 0.07% | Reduce -2.8% | 27,478 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 27,470 | $1.1M |
| Absolute Capital Management, LLC | 0.68% | Reduce -5.6% | 27,438 | $1.1M |
| Smartleaf Asset Management LLC | 0.14% | No change | 26,937 | $1.1M |
| Garde Capital, Inc. | 0.07% | No change | 26,598 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 26,510 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.2% | 26,425 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.2% | 26,250 | $1.1M |
| New England Private Wealth Advisors LLC | 0.18% | Add +0.4% | 26,065 | $1.1M |
| Pictet North America Advisors SA | 0.11% | No change | 25,825 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.7% | 25,482 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.3% | 24,835 | $1.0M |
| Caprock Group, LLC | 0.04% | Add +34.6% | 24,741 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.5% | 24,623 | $1.0M |
| Financial Council, LLC | 0.53% | No change | 24,585 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 24,474 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.44% | No change | 23,717 | $989K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +14.5% | 23,680 | $987K |
| Marietta Wealth Management, LLC | 0.14% | Reduce -4.4% | 23,440 | $977K |
| Samalin Investment Counsel, LLC | 0.43% | Add +0.8% | 23,430 | $977K |
| Fort Point Capital Partners LLC | 0.12% | No change | 23,400 | $976K |
| Phillips Financial Management, LLC | 0.08% | Add +0.3% | 23,399 | $976K |
| LRI Investments, LLC | 0.09% | Add +153.9% | 22,382 | $968K |
| Allegiance Financial Group Advisory Services LLC | 0.34% | Add +5.0% | 23,221 | $968K |
| M&T Bank Corp | 0.00% | No change | 23,205 | $967K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.0% | 22,819 | $951K |
| Teachers Insurance & Annuity Association of America | 1.44% | — | 22,672 | $945K |
| Seaside Wealth Management, Inc. | 0.36% | Add +0.1% | 22,660 | $945K |
| Mustard Seed Financial, LLC | 0.77% | Add +0.0% | 22,210 | $926K |
| Awm Capital, LLC | 0.11% | Reduce -11.7% | 22,099 | $921K |
| tru Independence LLC | 0.27% | Reduce -7.2% | 21,852 | $911K |
| Commerce Bank | 0.01% | Reduce -0.3% | 21,813 | $909K |
| MBM Wealth Consultants, LLC | 0.28% | No change | 21,375 | $891K |
| Balboa Wealth Partners | 0.22% | No change | 21,234 | $885K |
| Mullaney, Keating & Wright, Inc. | 0.61% | Add +174.4% | 21,172 | $883K |
| Renasant Bank | 0.58% | No change | 21,053 | $878K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.2% | 21,041 | $877K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 20,875 | $870K |
| Fifth Third Bancorp | 0.00% | Reduce -3.1% | 20,575 | $858K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.59% | No change | 20,574 | $858K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 20,574 | $858K |
| Arbor Wealth Advisors LLC | 0.77% | No change | 20,543 | $856K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $850K |
| Keybank National Association | 0.00% | Reduce -1.3% | 20,378 | $850K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -5.4% | 19,809 | $826K |
| Financial Counselors Inc. | 0.01% | Add +1.4% | 19,337 | $806K |
| Running Point Capital Advisors, LLC | 0.31% | Reduce -58.9% | 19,206 | $801K |
| Amarillo National Bank | 0.15% | No change | 19,084 | $796K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 18,991 | $792K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.3% | 18,938 | $790K |
| QRG Capital Management, Inc. | 0.01% | Add +93.8% | 18,319 | $764K |
| Evoke Wealth, LLC | 0.02% | Add +146.8% | 18,118 | $755K |
| Signaturefd, LLC | 0.01% | Reduce -5.3% | 18,010 | $751K |
| Cherrydale Wealth Management, LLC | 0.31% | Add +0.4% | 17,926 | $747K |
| Red Tortoise LLC | 0.37% | No change | 17,856 | $744K |
| Pure Financial Advisors, LLC | 0.02% | Add +23.9% | 17,833 | $743K |
| Prio Wealth Limited Partnership | 0.02% | No change | 17,795 | $742K |
| D.A. Davidson & Co. | 0.01% | Add +5.7% | 17,718 | $739K |
| Aerodigm Wealth, LLC | 0.47% | Reduce -50.0% | 17,664 | $736K |
| Falcon Wealth Planning | 0.09% | Add +0.0% | 17,654 | $736K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 17,487 | $729K |
| Key Financial Inc | 0.16% | No change | 17,351 | $723K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 17,170 | $716K |
| Dakota Wealth Management | 0.02% | No change | 17,010 | $709K |
| Rather & Kittrell, Inc. | 0.17% | No change | 16,925 | $706K |
| Narus Financial Partners, LLC | 0.25% | Reduce -2.1% | 16,807 | $701K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.1% | 16,409 | $684K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.9% | 16,006 | $681K |
| Williams & Novak, LLC | 0.63% | New | 16,280 | $679K |
| Waverly Advisors, LLC | 0.01% | Add +0.4% | 15,934 | $664K |
| Bailard, Inc. | 0.02% | Reduce -8.0% | 15,811 | $659K |
| Park Avenue Securities LLC | 0.01% | No change | 15,731 | $656K |
| WestHill Financial Advisors, Inc. | 0.15% | No change | 15,726 | $656K |
| Clark Asset Management, LLC | 0.14% | No change | 15,703 | $655K |
| Monterey Private Wealth, Inc. | 0.22% | Add +0.3% | 15,690 | $654K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 15,631 | $652K |
| Private Trust Co. NA | 0.06% | No change | 15,435 | $643K |
| Leo Wealth, LLC | 0.06% | Add +0.4% | 15,362 | $640K |
| Vista Capital Partners, Inc. | 0.07% | No change | 15,277 | $637K |
| Sanctuary Advisors, LLC | 0.00% | New | 14,386 | $634K |
| Brookstone Capital Management | 0.01% | Add +8.9% | 15,083 | $629K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 14,970 | $624K |
| Kathmere Capital Management, LLC | 0.06% | Add +0.0% | 14,886 | $621K |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,833 | $618K |
| TPG Financial Advisors, LLC | 0.28% | No change | 14,752 | $615K |
| Townsquare Capital LLC | 0.01% | Reduce -1.3% | 14,702 | $613K |
| Citadel Advisors | 0.00% | New | 14,673 | $612K |
| Fortis Capital Advisors, LLC | 0.20% | No change | 14,594 | $608K |
| Belpointe Asset Management LLC | 0.04% | No change | 14,594 | $608K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 14,443 | $602K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $601K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $597K |
| Kingfisher Capital LLC | 0.14% | Add +95.9% | 14,237 | $594K |
| &partners | 0.01% | New | 13,987 | $583K |
| CENTRAL TRUST Co | 0.01% | No change | 13,875 | $578K |
| Collective Family Office LLC | 0.16% | No change | 13,867 | $578K |
| Cadence Bank | 0.04% | No change | 13,852 | $577K |
| FSM Wealth Advisors, LLC | 0.15% | Add +0.1% | 13,571 | $566K |
| CWA Asset Management Group, LLC | 0.03% | — | 13,503 | $563K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 13,115 | $558K |
| Center for Financial Planning, Inc. | 0.07% | No change | 13,216 | $551K |
| Shore Point Advisors, LLC | 0.29% | Reduce -0.2% | 13,173 | $549K |
| American Financial Advisors, LLC | 0.07% | Add +0.2% | 13,169 | $549K |
| Qube Research & Technologies Ltd | 0.00% | Add +7.7% | 13,162 | $549K |
| Robinswood Financial LLC | 0.20% | Add +0.0% | 13,093 | $546K |
| Voisard Asset Management Group, Inc. | 0.22% | New | 12,944 | $540K |
| VERITY Wealth Advisors | 0.37% | No change | 12,775 | $533K |
| Sollinda Capital Management LLC | 0.15% | Reduce -6.4% | 12,675 | $528K |
| Liberty Wealth Management LLC | 0.09% | Reduce -24.0% | 12,384 | $516K |
| Castle Wealth Management LLC | 0.20% | No change | 12,273 | $512K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 11,925 | $497K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.8% | 11,930 | $497K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -35.1% | 11,778 | $491K |
| Elevate Wealth Advisory, Inc. | 0.36% | Reduce -2.3% | 11,519 | $480K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.4% | 11,512 | $480K |
| Empower Advisory Group, LLC | 0.00% | No change | 11,505 | $480K |
| Quad-Cities Investment Group, LLC | 0.24% | Add +0.3% | 11,376 | $474K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $473K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $472K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,307 | $471K |
| CVA Family Office, LLC | 0.08% | Add +0.4% | 11,288 | $471K |
| NorthRock Partners, LLC | 0.02% | No change | 11,285 | $470K |
| Fortress Wealth Management, Inc. | 0.23% | Reduce -8.2% | 11,253 | $469K |
| First Western Trust Bank | 0.02% | Reduce -2.9% | 11,048 | $461K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 11,020 | $459K |
| Colonial Trust Co / SC | 0.07% | No change | 10,920 | $455K |
| Ascent Group, LLC | 0.03% | No change | 10,849 | $452K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -7.3% | 10,815 | $451K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.4% | 10,811 | $451K |
| Liberty Capital Management, Inc. | 0.10% | No change | 10,742 | $448K |
| TNF LLC | 0.16% | No change | 10,674 | $447K |
| Lauer Wealth, LLC | 0.35% | Add +36.8% | 10,650 | $447K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | No change | 10,672 | $442K |
| Efficient Advisors, LLC | 0.03% | Reduce -0.5% | 10,528 | $439K |
| GDS Wealth Management | 0.04% | No change | 10,486 | $437K |
| NCM Capital Management, LLC | 0.21% | No change | 10,465 | $436K |
| Cross Staff Investments Inc | 0.33% | No change | 10,391 | $433K |
| WoodTrust Financial Corp | 0.06% | No change | 10,081 | $420K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $418K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 10,000 | $417K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,942 | $414K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 9,896 | $413K |
| AE Wealth Management LLC | 0.00% | Reduce -39.7% | 9,733 | $406K |
| Kades & Cheifetz LLC | 0.23% | Reduce -6.7% | 9,693 | $404K |
| SteelPeak Wealth, LLC | 0.02% | No change | 9,651 | $402K |
| Monument Group Wealth Advisors, LLC | 0.24% | No change | 9,644 | $402K |
| Gradient Investments LLC | 0.01% | Add +2.2% | 9,633 | $402K |
| Wedmont Private Capital | 0.02% | No change | 9,614 | $401K |
| Live Oak Private Wealth LLC | 0.06% | No change | 9,531 | $397K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.2% | 9,481 | $395K |
| Cozad Asset Management Inc. | 0.04% | Reduce -0.4% | 9,375 | $391K |
| Level Four Advisory Services, LLC | 0.02% | Add +11.6% | 9,388 | $388K |
| Ironwood Financial, llc | 0.08% | No change | 9,270 | $386K |
| Avestar Capital, LLC | 0.04% | No change | 9,163 | $382K |
| CRA Financial Services, LLC | 0.07% | Reduce -0.5% | 9,143 | $381K |
| Two Sigma Securities, LLC | 0.03% | New | 8,981 | $374K |
| 49 Wealth Management, LLC | 0.06% | No change | 8,977 | $374K |
| Lido Advisors, LLC | 0.00% | No change | 8,905 | $371K |
| AlTi Global, Inc. | 0.01% | No change | 8,900 | $371K |
| Summit Asset Management, LLC | 0.04% | Add +0.4% | 8,885 | $370K |
| Procyon Advisors, LLC | 0.03% | No change | 8,864 | $370K |
| RFG Advisory, LLC | 0.01% | Reduce -34.6% | 8,833 | $368K |
| Goldstein Advisors, LLC | 0.06% | No change | 8,819 | $368K |
| Bridges Investment Management Inc. | 0.01% | No change | 8,794 | $367K |
| KM Capital Management Ltd. | 0.19% | Reduce -29.0% | 8,569 | $357K |
| Advisory Services Network, LLC | 0.01% | No change | 9,084 | $357K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.0% | 8,554 | $357K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $356K |
| Debussy Capital Management LP | 0.10% | Add +0.1% | 8,517 | $355K |
| RB Capital Management, LLC | 0.09% | Reduce -2.3% | 8,473 | $353K |
| Physician Wealth Solutions Inc. | 0.17% | No change | 8,307 | $347K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $343K |
| Accredited Investors Inc. | 0.02% | Reduce -1.8% | 8,180 | $341K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.53% | No change | 7,992 | $333K |
| Capital Advisors Inc. | 0.01% | No change | 7,919 | $330K |
| Newton One Investments LLC | 0.13% | Add +0.4% | 7,913 | $330K |
| Integrity Wealth Solutions LLC | 0.19% | Add +0.4% | 7,899 | $329K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -1.3% | 7,896 | $329K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $321K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 7,653 | $319K |
| One Degree Advisors Inc | 0.13% | Add +0.1% | 7,610 | $316K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $312K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $312K |
| Mission Hills Financial Advisory, LLC | 0.26% | — | 7,149 | $310K |
| Lantz Financial LLC | 0.08% | New | 7,406 | $309K |
| HB Wealth Management, LLC | 0.00% | New | 7,398 | $308K |
| Kathleen S. Wright Associates Inc. | 0.13% | No change | 7,348 | $306K |
| Elser Financial Planning, Inc | 0.44% | Reduce -99.2% | 7,327 | $305K |
| Kiely Wealth Advisory Group, Inc. | 0.19% | New | 6,965 | $304K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $301K |
| Bessemer Group Inc. | 0.00% | No change | 7,212 | $301K |
| Grandfield & Dodd, LLC | 0.02% | No change | 7,208 | $301K |
| MB Generational Wealth, LLC | 0.22% | No change | 7,193 | $300K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,188 | $300K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 7,185 | $300K |
| Revisor Wealth Management LLC | 0.18% | No change | 7,029 | $293K |
| Cambridge Financial Group, LLC | 0.12% | Add +0.1% | 7,018 | $293K |
| Intrua Financial, LLC | 0.05% | No change | 6,977 | $291K |
| Whalen Wealth Management Inc. | 0.20% | Add +0.4% | 6,866 | $286K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 6,811 | $284K |
| Leeward Financial Partners, LLC | 0.11% | No change | 6,805 | $284K |
| Maryland Capital Advisors Inc. | 0.14% | No change | 6,714 | $280K |
| Waterfront Wealth Inc. | 0.07% | No change | 6,654 | $279K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.0% | 6,648 | $277K |
| High Probability Advisors, LLC | 0.05% | No change | 6,646 | $277K |
| Motco | 0.03% | No change | 6,502 | $271K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,468 | $270K |
| Lockerman Financial Group, Inc. | 0.45% | Reduce -5.7% | 6,433 | $268K |
| Oakworth Capital, Inc. | 0.02% | Reduce -4.0% | 6,412 | $267K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,310 | $263K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $262K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $262K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +0.1% | 6,270 | $261K |
| Betterment LLC | 0.00% | Add +13.4% | 6,245 | $260K |
| Delta Financial Group, Inc. | 0.10% | New | 6,170 | $257K |
| Wealthcare Capital Management LLC | 0.03% | No change | 6,143 | $256K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,118 | $255K |
| Safeguard Financial, LLC | 0.06% | New | 6,088 | $254K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,053 | $252K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 6,050 | $252K |
| Essential Planning, LLC. | 0.10% | Add +0.4% | 6,025 | $251K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,694 | $250K |
| Wealth Advisors of Iowa, LLC | 0.13% | Reduce -24.8% | 5,986 | $250K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,965 | $249K |
| Bull Oak Capital, LLC | 0.14% | Reduce -1.9% | 5,963 | $249K |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 5,807 | $242K |
| Five Oceans Advisors | 0.12% | Add +2.2% | 5,774 | $241K |
| Rise Advisors, LLC | 0.11% | Add +0.4% | 5,730 | $239K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $238K |
| HWG Holdings LP | 0.08% | Reduce -17.1% | 5,696 | $237K |
| Well Done, LLC | 0.04% | Reduce -18.6% | 5,684 | $237K |
| Intelligence Driven Advisers, LLC | 0.03% | Add +0.1% | 5,574 | $232K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $231K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 5,521 | $230K |
| Two West Capital Advisors LLC | 0.18% | Reduce -27.3% | 5,472 | $228K |
| UMB Bank, n.a. | 0.00% | No change | 5,469 | $228K |
| Greenleaf Trust | 0.00% | Add +3.0% | 5,381 | $224K |
| FineMark National Bank & Trust | 0.01% | New | 5,353 | $223K |
| Vawter Financial, Ltd. | 0.14% | No change | 5,350 | $223K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.3% | 5,321 | $222K |
| Washington Trust Bank | 0.02% | New | 5,271 | $220K |
| Advisors Capital Management, LLC | 0.00% | Reduce -3.7% | 5,189 | $216K |
| Mgo One Seven LLC | 0.01% | Reduce -26.8% | 5,145 | $215K |
| OLIO Financial Planning | 0.09% | No change | 5,698 | $213K |
| Norden Group LLC | 0.03% | New | 5,106 | $213K |
| Harbour Investments, Inc. | 0.01% | No change | 5,089 | $212K |
| Lion Street Advisors, LLC | 0.07% | Reduce -0.9% | 5,085 | $212K |
| Dean, Jacobson Financial Services, LLC | 0.16% | New | 5,057 | $211K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -4.7% | 5,048 | $210K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 5,007 | $209K |
| Grey Fox Wealth Advisors, LLC | 0.06% | New | 4,937 | $206K |
| NewEdge Wealth, LLC | 0.00% | New | 4,928 | $205K |
| Murphy Pohlad Asset Management LLC | 0.09% | New | 4,920 | $205K |
| Private Capital Management LLC | 0.04% | No change | 4,876 | $203K |
| Bellwether Advisors, LLC | 0.04% | New | 4,865 | $203K |
| AdvisorNet Financial, Inc | 0.02% | No change | 4,840 | $202K |
| Continuum Advisory, LLC | 0.02% | No change | 4,441 | $192K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.4% | 4,597 | $192K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | New | 3,894 | $162K |
| Grand Wealth Management, LLC | 0.09% | No change | 3,744 | $156K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $155K |
| Howe & Rusling Inc. | 0.01% | New | 3,677 | $153K |
| IFP Advisors, Inc | 0.01% | Reduce -9.9% | 3,523 | $147K |
| Operose Advisors LLC | 0.04% | No change | 3,292 | $137K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,024 | $126K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $118K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.4% | 2,726 | $114K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $113K |
| PrairieView Partners, LLC | 0.01% | No change | 2,700 | $112K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,565 | $107K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $104K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,487 | $104K |
| Aspect Partners, LLC | 0.05% | New | 2,244 | $94K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,148 | $90K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $89K |
| American Capital Advisory, LLC | 0.05% | Add +3386.7% | 2,092 | $87K |
| Russell Investments Group, Ltd. | 0.00% | Add +23.0% | 1,941 | $81K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -35.6% | 1,929 | $80K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $78K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,718 | $72K |
| Principal Securities, Inc. | 0.00% | New | 1,628 | $68K |
| Evermay Wealth Management LLC | 0.01% | Reduce -13.1% | 1,577 | $66K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,419 | $59K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $58K |
| Delta Asset Management LLC | 0.01% | No change | 1,383 | $58K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $54K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.4% | 1,244 | $52K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 1,212 | $51K |
| JDM Financial Group LLC | 0.03% | New | 1,207 | $50K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 1,200 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 1,171 | $49K |
| Eagle Bay Advisors LLC | 0.02% | No change | 1,170 | $49K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,144 | $48K |
| Ridgewood Investments LLC | 0.02% | No change | 1,069 | $45K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -64.4% | 1,061 | $44K |
| Investors Research Corp | 0.01% | No change | 954 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 950 | $40K |
| CoreCap Advisors, LLC | 0.00% | No change | 933 | $39K |
| SYM FINANCIAL Corp | 0.01% | No change | 894 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.5% | 828 | $35K |
| City State Bank | 0.01% | No change | 744 | $31K |
| Truvestments Capital LLC | 0.01% | New | 716 | $30K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +0.4% | 691 | $29K |
| GeoWealth Management, LLC | 0.00% | New | 632 | $26K |
| Paladin Advisory Group, LLC | 0.02% | New | 621 | $26K |
| S.A. Mason LLC | 0.01% | No change | 603 | $25K |
| Fortitude Family Office, LLC | 0.01% | New | 524 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 522 | $22K |
| Archer Investment Corp | 0.01% | No change | 518 | $22K |
| Assetmark, Inc. | 0.00% | No change | 511 | $21K |
| AlphaMark Advisors, LLC | 0.01% | No change | 500 | $21K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 496 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $19K |
| Steph & Co. | 0.01% | No change | 446 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 414 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $15K |
| Legacy Investment Solutions, LLC | 0.01% | — | 336 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | — | 336 | $15K |
| Studio Investment Management LLC | 0.00% | No change | 256 | $11K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 227 | $10K |
| Bare Financial Services, Inc | 0.00% | No change | 215 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $8K |
| Kings Path Partners LLC | 0.00% | No change | 101 | $4K |
| Tsfg, LLC | 0.00% | No change | 80 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 35 | $1K |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.