Dimensional US Marketwide VaDFUVETF
13F holders, Q4 2024 (December 31)668holders +64
18new positions
16sold out
1famous investor
$40.93avg. 13F price*
At the end of Q4 2024, 668 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 64 from Q3 2024. 18 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Mercer Global Advisors Inc. ($1.3B) and Savant Capital, LLC ($734.8M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.6M |
| Exits | 16 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 7,286,165 shares bought and 6,705,908 shares sold, net +580,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| Envestnet Asset Management Inc. | 0.45% | Add +2.8% | 33,877,455 | $1.4B |
| Mercer Global Advisors Inc. | 3.14% | Reduce -10.8% | 31,489,188 | $1.3B |
| Savant Capital, LLC | 5.78% | Reduce -3.0% | 17,956,943 | $734.8M |
| Focus Partners Wealth | 1.54% | Add +0.6% | 14,469,845 | $592.1M |
| Corient Private Wealth LP | 0.73% | Reduce -1.3% | 10,744,937 | $439.7M |
| Plancorp, LLC | 10.71% | Reduce -1.7% | 6,373,697 | $260.8M |
| Index Fund Advisors, Inc. | 13.63% | Reduce -2.6% | 6,160,386 | $252.1M |
| Northern Trust Corp. | 0.03% | Add +0.5% | 5,966,738 | $244.2M |
| Creative Planning | 0.21% | Reduce -1.5% | 5,390,141 | $220.6M |
| HighTower Advisors, LLC | 0.27% | Reduce -0.4% | 4,893,997 | $200.3M |
| Focus Partners Advisor Solutions, LLC | 3.15% | Add +31.4% | 4,556,275 | $186.4M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -0.7% | 2,890,125 | $118.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.93% | Add +6.5% | 2,635,288 | $107.8M |
| Cerity Partners LLC | 0.22% | Reduce -0.9% | 2,486,370 | $101.7M |
| Modera Wealth Management, LLC | 1.17% | Reduce -1.1% | 2,362,720 | $96.7M |
| TCI Wealth Advisors, Inc. | 7.82% | Add +2.0% | 2,287,765 | $93.6M |
| Choreo, LLC | 1.11% | Reduce -1.1% | 1,882,153 | $77.0M |
| Trust Co of the South | 15.17% | Reduce -0.9% | 1,820,188 | $74.5M |
| Truepoint, Inc. | 1.98% | Reduce -0.6% | 1,811,749 | $74.1M |
| Jackson Thornton Wealth Management, LLC | 8.90% | Reduce -0.1% | 1,721,157 | $70.4M |
| Root Financial Partners, LLC | 7.71% | Add +31.9% | 1,518,933 | $62.2M |
| Pathstone Holdings, LLC | 0.26% | Reduce -1.4% | 1,442,369 | $59.0M |
| Foster Group, Inc. | 2.10% | Reduce -5.8% | 1,347,470 | $55.1M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +0.8% | 1,340,463 | $54.9M |
| Evanson Asset Management, LLC | 3.75% | Add +0.1% | 1,336,680 | $54.7M |
| Forum Financial Management, LP | 0.90% | Add +8.6% | 1,327,469 | $54.3M |
| Beaird Harris Wealth Management, LLC | 4.58% | Reduce -1.2% | 1,295,939 | $53.0M |
| RW Investment Management LLC | 6.24% | Reduce -7.8% | 1,251,476 | $51.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,224,049 | $50.1M |
| LPL Financial LLC | 0.02% | Reduce -1.7% | 1,182,555 | $48.4M |
| Sachem Hill LLC | 9.35% | Add +0.6% | 1,094,856 | $44.8M |
| Willow Creek Wealth Management Inc. | 4.54% | Add +0.6% | 1,087,836 | $44.5M |
| Team Hewins, LLC | 17.40% | Reduce -1.3% | 1,087,191 | $44.5M |
| Elser Financial Planning, Inc | 2.41% | Add +13350.8% | 985,539 | $40.3M |
| Heritage Investment Group, Inc. | 7.42% | Reduce -1.8% | 971,046 | $39.7M |
| Porter White Investment Advisors, Inc. | 20.05% | Reduce -0.2% | 965,883 | $39.5M |
| TFC Financial Management, Inc. | 6.19% | Reduce -1.1% | 957,036 | $39.2M |
| Triune Financial Partners, LLC | 11.86% | Add +2.0% | 921,028 | $37.7M |
| American Investment Services, Inc. | 6.41% | Reduce -1.1% | 885,422 | $36.2M |
| Tillman Hartley LLC | 10.33% | Add +0.0% | 878,796 | $36.0M |
| Sax Wealth Advisors, LLC | 2.76% | Add +2.9% | 861,247 | $35.2M |
| Wescott Financial Advisory Group, LLC | 3.62% | Reduce -4.9% | 854,511 | $35.0M |
| Keb Asset Management, LLC | 9.48% | Add +2.2% | 804,535 | $32.9M |
| Efficient Frontier Advisors LLC | 21.74% | Add +1.0% | 803,298 | $32.9M |
| Dixon Fnancial Services, Inc. | 17.30% | Reduce -0.9% | 778,747 | $31.9M |
| Allworth Financial LP | 0.17% | Add +65.2% | 741,670 | $31.8M |
| Planning Center, Inc. | 4.02% | Reduce -1.2% | 774,476 | $31.7M |
| Cardiff Park Advisors, LLC | 2.93% | Reduce -0.2% | 751,596 | $30.8M |
| Wealth Management Nebraska | 4.90% | — | 735,514 | $30.1M |
| Symmetry Partners, LLC | 4.20% | Add +17.9% | 721,944 | $29.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.3% | 716,748 | $29.3M |
| Heritage Wealth Management, Inc./Texas | 17.23% | Add +8.5% | 715,493 | $29.3M |
| McLean Asset Management Corp | 8.66% | Reduce -1.3% | 704,520 | $28.8M |
| Integrated Wealth Concepts LLC | 0.33% | Reduce -28.8% | 697,844 | $28.6M |
| Aspiriant, LLC | 1.03% | Reduce -0.3% | 695,892 | $28.5M |
| Wealth Architects, LLC | 3.18% | Reduce -1.8% | 689,328 | $28.2M |
| Disciplined Equity Management, Inc. | 17.88% | Reduce -2.0% | 674,328 | $27.6M |
| Timonier Family Office, LTD. | 13.87% | — | 660,608 | $27.0M |
| Monograph Wealth Advisors, LLC | 3.55% | Add +1.2% | 656,603 | $26.9M |
| Parkwoods Wealth Partners, LLC | 21.30% | Add +3.4% | 654,413 | $26.8M |
| Merriman Wealth Management, LLC | 1.10% | Reduce -3.2% | 646,928 | $26.5M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +59.8% | 645,704 | $26.4M |
| Meritas Wealth Management, LLC | 15.04% | Reduce -3.1% | 611,107 | $25.0M |
| Moisand Fitzgerald Tamayo, LLC | 3.46% | Reduce -1.8% | 598,442 | $24.5M |
| WorthPointe, LLC | 9.86% | Reduce -0.9% | 579,742 | $23.7M |
| Mission Wealth Management, LP | 0.55% | Add +1034.0% | 566,094 | $23.2M |
| TFO Wealth Partners, LLC | 10.75% | Reduce -1.5% | 553,487 | $22.6M |
| 1900 Wealth Management LLC | 1.89% | Reduce -2.6% | 551,544 | $22.6M |
| ShankerValleau Wealth Advisors, Inc. | 7.18% | Reduce -1.5% | 546,220 | $22.4M |
| Earned Wealth Advisors, LLC | 6.99% | Add +0.3% | 533,846 | $21.8M |
| Cetera Investment Advisers | 0.04% | Add +22.1% | 523,458 | $21.4M |
| Bayshore Asset Management, LLC | 9.70% | Reduce -1.5% | 516,143 | $21.1M |
| Investmark Advisory Group LLC | 10.05% | Add +2.3% | 501,024 | $20.5M |
| Apella Capital, LLC | 0.76% | Reduce -0.7% | 486,509 | $19.9M |
| DiNuzzo Private Wealth, Inc. | 2.50% | Reduce -1.6% | 481,754 | $19.7M |
| Juncture Wealth Strategies, LLC | 7.31% | Add +5.5% | 479,411 | $19.6M |
| Baker Boyer National Bank | 6.54% | Reduce -3.3% | 462,449 | $18.9M |
| Benningfield Financial Advisors, LLC | 18.12% | — | 452,645 | $18.5M |
| Prudent Man Investment Management, Inc. | 10.25% | — | 452,624 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 448,356 | $18.3M |
| Dopkins Wealth Management, LLC | 9.31% | Add +58.9% | 446,558 | $18.3M |
| Legacy Financial Group, Inc. | 5.87% | Add +1.4% | 445,818 | $18.2M |
| Mariner, LLC | 0.03% | Add +4.9% | 440,435 | $18.0M |
| Farther Finance Advisors, LLC | 0.65% | Add +2.7% | 436,886 | $17.9M |
| Kooman & Associates | 6.42% | Add +3.5% | 433,823 | $17.8M |
| Factor Wealth Management LTD | 5.75% | — | 422,995 | $17.3M |
| RS Crum Inc. | 4.25% | Add +1.1% | 420,996 | $17.2M |
| Essential Planning, LLC. | 0.11% | Add +6403.4% | 391,833 | $16.6M |
| Grunden Financial Advisory, Inc. | 7.91% | Reduce -0.8% | 400,445 | $16.4M |
| Claris Advisors, LLC / Mo / | 6.04% | Add +0.2% | 392,696 | $16.1M |
| PBMares Wealth Management LLC | 3.20% | Reduce -0.6% | 382,038 | $15.6M |
| Andrews, Lucia Wealth Management LLC | 10.31% | Reduce -0.8% | 370,341 | $15.4M |
| OneDigital Investment Advisors LLC | 0.18% | Add +0.9% | 376,270 | $15.4M |
| Dynamic Advisor Solutions LLC | 0.66% | Add +2.3% | 370,345 | $15.2M |
| Sequoia Financial Advisors, LLC | 0.15% | Add +26.6% | 368,908 | $15.1M |
| Austin Asset Management Co Inc | 3.10% | Reduce -3.5% | 363,934 | $14.9M |
| Ruedi Wealth Management, Inc. | 4.67% | Reduce -2.8% | 361,376 | $14.8M |
| Pillar Financial Advisors, LLC | 11.11% | — | 354,714 | $14.5M |
| Larson Financial Group LLC | 0.74% | Reduce -1.4% | 349,002 | $14.3M |
| Mosaic Family Wealth Partners, LLC | 2.03% | Reduce -1.2% | 344,334 | $14.1M |
| Hill Investment Group Partners, LLC | 1.85% | Reduce -17.8% | 336,529 | $13.8M |
| Pinney & Scofield, Inc. | 10.37% | — | 334,599 | $13.7M |
| Sandy Spring Bank | 0.55% | Reduce -0.0% | 329,087 | $13.5M |
| Navigoe, LLC | 12.86% | — | 322,001 | $13.2M |
| WPWealth LLP | 2.68% | Add +2.4% | 320,832 | $13.1M |
| Kraft Asset Management, LLC | 10.14% | Reduce -2.9% | 311,790 | $13.1M |
| Mather Group, Llc. | 0.17% | Reduce -6.2% | 320,598 | $13.1M |
| Financial Synergies Wealth Advisors, Inc. | 1.60% | Add +0.3% | 315,062 | $12.9M |
| Spire Wealth Management | 0.39% | New | 307,708 | $12.6M |
| Diversified Portfolios, Inc. | 1.36% | No change | 304,492 | $12.5M |
| Altiora Financial Group, LLC | 2.69% | Reduce -4.8% | 302,052 | $12.4M |
| Sterling Wealth Management, Inc. | 4.50% | Add +0.0% | 297,739 | $12.2M |
| Addison Advisors LLC | 3.38% | Add +3.1% | 297,266 | $12.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +16.0% | 290,989 | $11.9M |
| Squire Investment Management Company, LLC | 5.11% | Add +6.7% | 283,675 | $11.6M |
| RTD Financial Advisors, Inc. | 1.44% | Reduce -3.6% | 274,466 | $11.2M |
| Summit Wealth Group, LLC | 3.13% | Add +3.4% | 264,086 | $10.8M |
| Lauterbach Financial Advisors, LLC | 6.52% | Reduce -2.2% | 262,718 | $10.8M |
| Bridgewater Advisors Inc. | 1.12% | Add +0.1% | 256,938 | $10.7M |
| UBS Group AG | 0.00% | Add +0.9% | 258,500 | $10.6M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -4.8% | 255,305 | $10.4M |
| Confluence Wealth Services, Inc. | 0.67% | Add +35.5% | 237,906 | $10.2M |
| Strategic Investment Solutions, Inc. | 3.38% | Add +25.2% | 264,404 | $10.1M |
| MAI Capital Management | 0.07% | Reduce -0.7% | 246,120 | $10.1M |
| Graves Light Lenhart Wealth, Inc. | 1.23% | Add +1.4% | 242,207 | $9.9M |
| Sprinkle Financial Consultants LLC | 6.61% | Reduce -0.3% | 237,141 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 234,550 | $9.6M |
| BIP Wealth, LLC | 0.64% | Add +10.3% | 233,611 | $9.6M |
| Embree Financial Group | 1.55% | Add +5.8% | 221,450 | $9.1M |
| Tobias Financial Advisors, Inc. | 1.77% | Reduce -1.1% | 215,325 | $8.8M |
| Ariadne Wealth Management, LP | 4.00% | Add +14.5% | 204,944 | $8.7M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -1.0% | 212,490 | $8.7M |
| JDH Wealth Management, LLC | 7.58% | — | 211,265 | $8.6M |
| Arkadios Wealth Advisors | 0.47% | Add +22.5% | 211,001 | $8.6M |
| Rf&l Wealth Management, LLC | 6.05% | Reduce -1.2% | 209,256 | $8.6M |
| Werba Rubin Papier Wealth Management | 1.99% | Reduce -0.2% | 206,021 | $8.4M |
| Level Financial Advisors | 3.01% | Reduce -1.0% | 200,208 | $8.2M |
| Capstone Wealth Management, LLC | 7.94% | — | 198,666 | $8.1M |
| Financial Harvest, LLC | 6.80% | — | 196,863 | $8.1M |
| Vestia Personal Wealth Advisors | 6.54% | Add +7.2% | 194,219 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +12.5% | 192,146 | $7.9M |
| Morgan Stanley | 0.00% | Add +50.4% | 190,762 | $7.8M |
| Strathmore Capital Advisors, Inc. | 5.67% | — | 190,437 | $7.8M |
| Peirce Capital Management, LLC | 3.95% | Reduce -4.4% | 188,376 | $7.7M |
| Burk Holdings LLC | 6.09% | — | 183,994 | $7.5M |
| Captrust Financial Advisors | 0.02% | Add +4.4% | 179,721 | $7.4M |
| JFS Wealth Advisors, LLC | 0.50% | Reduce -0.3% | 179,074 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Add +0.8% | 178,613 | $7.3M |
| Aegis Wealth Management LLC | 4.87% | — | 175,749 | $7.2M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -2.8% | 173,992 | $7.1M |
| TruNorth Capital Management, LLC | 1.84% | Add +0.0% | 164,674 | $6.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.0% | 164,279 | $6.7M |
| Colorado Capital Management, Inc. | 3.19% | Reduce -9.1% | 160,993 | $6.6M |
| Seneschal Advisors, LLC | 5.50% | — | 160,672 | $6.6M |
| Wealthstream Advisors, Inc. | 1.20% | Reduce -5.1% | 159,294 | $6.5M |
| Versant Capital Management, Inc | 1.40% | Reduce -1.4% | 158,951 | $6.5M |
| WNY Asset Management, LLC | 0.77% | Reduce -1.1% | 152,636 | $6.2M |
| CarsonAllaria Wealth Management, Ltd. | 3.55% | Add +0.9% | 151,603 | $6.2M |
| Kondo Wealth Advisors, Inc. | 3.10% | — | 149,324 | $6.1M |
| Cherry Tree Wealth Management, LLC | 1.50% | Reduce -1.6% | 147,931 | $6.1M |
| Shearwater Capital LLC | 4.02% | Reduce -0.7% | 144,655 | $5.9M |
| Abacus Wealth Partners, LLC | 0.86% | Reduce -3.4% | 140,975 | $5.8M |
| EnRich Financial Partners LLC | 1.92% | Reduce -0.8% | 140,768 | $5.8M |
| Lutz Financial Services LLC | 0.45% | Reduce -0.2% | 137,155 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.7% | 135,685 | $5.6M |
| First National Bank Sioux Falls | 2.34% | No change | 134,254 | $5.5M |
| BOK Financial Private Wealth, Inc. | 0.40% | Reduce -3.0% | 133,646 | $5.5M |
| Lam Group, Inc. | 3.85% | Reduce 0.0% | 131,854 | $5.4M |
| Northwest Wealth Management, LLC | 1.12% | Add +37.1% | 129,240 | $5.3M |
| Gradient Capital Advisors, LLC | 1.70% | Reduce -0.1% | 128,651 | $5.3M |
| Builder Investment Group Inc. | 1.42% | No change | 127,393 | $5.2M |
| M Financial Asset Management, Inc. | 25.11% | Reduce -13.7% | 126,741 | $5.2M |
| GEM Asset Management, LLC | 2.87% | Add +3.8% | 125,972 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.29% | No change | 125,781 | $5.1M |
| Total Wealth Planning, LLC | 0.79% | Reduce -3.4% | 123,946 | $5.1M |
| Evensky & Katz LLC | 0.33% | Reduce -0.1% | 121,754 | $5.0M |
| Hemington Wealth Management | 1.25% | Reduce -0.1% | 121,434 | $5.0M |
| Verdence Capital Advisors LLC | 0.40% | No change | 120,891 | $4.9M |
| Annandale Capital, LLC | 0.96% | Reduce -3.0% | 118,630 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -23.3% | 118,006 | $4.8M |
| Bank of America Corp. | 0.00% | Add +153.6% | 116,984 | $4.8M |
| Visionary Wealth Advisors | 0.28% | Add +16.4% | 116,465 | $4.8M |
| Intelligent Financial Strategies | 2.61% | Reduce -1.3% | 115,083 | $4.7M |
| United Capital Financial Advisors, LLC | 0.04% | Add +13.3% | 111,185 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -4.1% | 109,258 | $4.5M |
| SwitchPoint Financial Planning, LLC | 4.25% | — | 108,489 | $4.4M |
| FMB Wealth Management | 2.44% | No change | 105,775 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.1% | 102,769 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.37% | Reduce -0.6% | 101,725 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -30.2% | 100,413 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -23.0% | 100,209 | $4.1M |
| Vannoy Advisory Group, Inc. | 3.03% | Reduce -0.7% | 99,486 | $4.1M |
| Yeomans Consulting Group, Inc. | 1.52% | Reduce -0.8% | 99,168 | $4.1M |
| Trace Wealth Advisors, LLC | 3.63% | — | 98,992 | $4.1M |
| Bridge Generations Wealth Management LLC | 2.66% | — | 98,514 | $4.0M |
| Investment Advisory Group, LLC | 1.35% | No change | 98,192 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.3% | 97,930 | $4.0M |
| Summit Financial Strategies, Inc. | 0.44% | Reduce -0.2% | 97,927 | $4.0M |
| Pacific Asset Management, LLC | 3.76% | — | 97,688 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +54.1% | 96,064 | $3.9M |
| M Holdings Securities, Inc. | 0.63% | Reduce -12.0% | 95,871 | $3.9M |
| AG Asset Advisory, LLC | 3.69% | — | 90,343 | $3.7M |
| PFG Advisors | 0.22% | Add +4.7% | 87,192 | $3.6M |
| Parkworth Wealth Management, Inc. | 2.96% | — | 86,873 | $3.6M |
| Weinberger Asset Management, Inc | 1.46% | Add +15.5% | 85,524 | $3.5M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -0.6% | 85,385 | $3.5M |
| Tumwater Wealth Management, LLC | 1.82% | — | 84,677 | $3.5M |
| Clearstead Advisors, LLC | 0.05% | Reduce -0.0% | 84,595 | $3.5M |
| Wealth Advisors Northwest LLC | 2.35% | — | 84,488 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +0.3% | 83,383 | $3.4M |
| FMR LLC | 0.00% | Add +20.9% | 82,419 | $3.4M |
| Jentner Corp | 0.97% | Reduce -3.4% | 81,802 | $3.3M |
| HMV Wealth Advisors, LLC | 3.13% | — | 76,316 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 75,111 | $3.1M |
| WASHINGTON TRUST Co | 0.11% | No change | 75,104 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -17.6% | 75,005 | $3.1M |
| US Bancorp \de | 0.00% | Add +11.1% | 74,530 | $3.0M |
| Tiaa Trust, National Association | 0.01% | Reduce -6.1% | 74,309 | $3.0M |
| Martin Worley Group | 1.85% | — | 72,413 | $3.0M |
| Prospera Financial Services Inc | 0.07% | Reduce -0.5% | 70,195 | $2.9M |
| Cascade Wealth Advisors, Inc | 1.93% | Reduce -3.2% | 69,719 | $2.9M |
| Disciplined Investments, LLC | 1.40% | Reduce -1.6% | 69,576 | $2.8M |
| Clarity Capital Advisors, LLC | 1.90% | Add +0.3% | 69,143 | $2.8M |
| BWM Planning, LLC | 1.21% | No change | 67,707 | $2.8M |
| AQR Capital Management | 0.00% | Add +26.4% | 67,659 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.90% | Reduce -0.8% | 66,717 | $2.7M |
| Quantum Financial Advisors, LLC | 0.42% | No change | 66,690 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.11% | Reduce -1.8% | 66,155 | $2.7M |
| Zhang Financial LLC | 0.15% | Add +0.2% | 65,773 | $2.7M |
| Regions Financial Corp. | 0.02% | No change | 65,733 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | No change | 65,323 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +0.0% | 64,285 | $2.6M |
| Melfa Wealth Management, Inc. | 1.75% | Reduce -0.0% | 63,920 | $2.6M |
| ARK & TLK Investments, LLC | 0.88% | Add +2.6% | 62,040 | $2.5M |
| Cassady Schiller Wealth Management, LLC | 0.93% | Reduce -8.1% | 61,963 | $2.5M |
| Westmount Partners, LLC | 0.75% | No change | 60,240 | $2.5M |
| Axis Wealth Partners, LLC | 2.07% | — | 59,966 | $2.5M |
| Cypress Wealth Services, LLC | 0.49% | Reduce -3.3% | 59,275 | $2.4M |
| Matauro, LLC | 0.52% | — | 59,132 | $2.4M |
| Fonville Wealth Management LLC | 0.78% | Reduce -0.1% | 57,939 | $2.4M |
| Foundation Wealth Management, LLC\PA | 1.14% | — | 57,314 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +11.5% | 55,263 | $2.3M |
| Poinciana Advisors Group, LLC | 2.26% | — | 54,557 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +3.8% | 52,055 | $2.1M |
| Aurelius Family Office LLC | 1.07% | — | 52,004 | $2.1M |
| Francis Financial, Inc. | 0.54% | Reduce -5.1% | 51,845 | $2.1M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -1.9% | 51,765 | $2.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +6.4% | 51,278 | $2.1M |
| Angeles Wealth Management, LLC | 0.17% | Reduce -7.3% | 51,523 | $2.1M |
| Warwick Investment Management, Inc. | 0.43% | New | 50,871 | $2.1M |
| Stone Summit Wealth LLC | 0.69% | Reduce -2.2% | 50,225 | $2.1M |
| TAGStone Capital, Inc. | 1.01% | Add +1.6% | 49,927 | $2.0M |
| BetterWealth, LLC | 0.55% | Add +0.3% | 48,437 | $2.0M |
| Peninsula Wealth, LLC | 0.34% | Add +0.2% | 48,335 | $2.0M |
| 25 LLC | 0.83% | Add +0.1% | 47,918 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +151.3% | 47,584 | $1.9M |
| Family CFO Inc | 1.05% | Add +20.4% | 46,678 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -28.7% | 46,531 | $1.9M |
| Valued Wealth Advisors LLC | 1.17% | Reduce -1.9% | 45,740 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +8.3% | 45,514 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | Add +6.8% | 43,798 | $1.8M |
| Adero Partners, LLC | 0.11% | Reduce -5.2% | 43,515 | $1.8M |
| Blue Trust, Inc. | 0.02% | Reduce -0.1% | 43,377 | $1.8M |
| Blair William & Co. | 0.01% | Add +0.4% | 43,283 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -27.7% | 42,295 | $1.7M |
| Tarbox Family Office, Inc. | 0.29% | Add +0.0% | 42,285 | $1.7M |
| Curio Wealth, LLC | 0.93% | — | 42,128 | $1.7M |
| Websterrogers Financial Advisors, LLC | 0.60% | Add +0.0% | 42,065 | $1.7M |
| IFG Advisors, LLC | 0.34% | Add +43.6% | 41,500 | $1.7M |
| Rialto Wealth Management, LLC | 0.56% | — | 41,283 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.39% | — | 41,110 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +0.2% | 40,775 | $1.7M |
| Beacon Financial Advisory LLC | 0.53% | Add +0.8% | 39,815 | $1.6M |
| Basso Capital Management, L.P. | 1.37% | Reduce -20.6% | 38,600 | $1.6M |
| Cordant, Inc. | 0.83% | Reduce -5.1% | 38,436 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Add +8.5% | 37,322 | $1.5M |
| Carlson Capital Management | 0.07% | Add +0.6% | 37,278 | $1.5M |
| Tru Independence Asset Management 2, LLC | 1.26% | Reduce -23.2% | 36,871 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.25% | Add +0.2% | 36,728 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 36,572 | $1.5M |
| Quantinno Capital Management LP | 0.01% | No change | 36,416 | $1.5M |
| Comerica Bank | 0.01% | No change | 36,357 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.3% | 34,280 | $1.5M |
| Marcum Wealth, LLC | 0.13% | Add +0.4% | 35,376 | $1.4M |
| SJS Investment Consulting Inc. | 0.24% | No change | 34,519 | $1.4M |
| Asset Planning Corporation | 0.88% | Reduce -1.1% | 34,481 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +1.9% | 34,023 | $1.4M |
| Farmers National Bank | 0.40% | — | 33,376 | $1.4M |
| Quadcap Wealth Management, LLC | 0.20% | Add +15.9% | 32,970 | $1.3M |
| Parkside Financial Bank & Trust | 0.18% | Reduce -0.2% | 32,759 | $1.3M |
| Applied Capital LLC | 0.68% | No change | 32,554 | $1.3M |
| RAM Investment Partners, LLC | 0.33% | Reduce -4.5% | 32,484 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +0.1% | 31,576 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +2.7% | 31,537 | $1.3M |
| Greenspring Advisors, LLC | 0.28% | No change | 31,511 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 31,511 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.3% | 31,444 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -6.9% | 31,197 | $1.3M |
| Busey Bank | 0.04% | No change | 31,112 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -2.6% | 30,680 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.3% | 30,342 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.3% | 30,342 | $1.2M |
| Verus Wealth Management, LLC | 1.39% | — | 30,208 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +9.1% | 30,100 | $1.2M |
| M Wealth Management, LLC | 1.12% | — | 29,852 | $1.2M |
| Kaufman Rossin Wealth, LLC | 1.24% | — | 29,562 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.39% | Reduce -2.7% | 29,482 | $1.2M |
| LJI Wealth Management, LLC | 0.24% | Reduce -2.0% | 29,195 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -20.0% | 28,951 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.27% | Add +0.2% | 28,824 | $1.2M |
| Caprock Group, LLC | 0.04% | Add +16.2% | 28,739 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Add +0.4% | 28,667 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 28,498 | $1.2M |
| Samalin Investment Counsel, LLC | 0.50% | Add +20.7% | 28,274 | $1.2M |
| Sollinda Capital Management LLC | 0.31% | Add +120.7% | 27,967 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.60% | Reduce -1.4% | 27,961 | $1.1M |
| Brighton Jones LLC | 0.03% | Add +0.4% | 27,901 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -29.6% | 27,741 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 27,470 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -0.1% | 27,438 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 26,289 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | No change | 26,937 | $1.1M |
| Garde Capital, Inc. | 0.07% | No change | 26,598 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +16.4% | 26,554 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.2% | 26,473 | $1.1M |
| Verus Financial Partners, Inc. | 0.12% | Reduce -6.0% | 26,420 | $1.1M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.4% | 26,168 | $1.1M |
| Pictet North America Advisors SA | 0.10% | No change | 25,825 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.8% | 25,682 | $1.1M |
| Absolute Capital Management, LLC | 0.58% | Reduce -6.5% | 25,665 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.1% | 24,651 | $1.0M |
| Financial Council, LLC | 0.52% | No change | 24,585 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -2.8% | 24,145 | $988K |
| Baker Tilly Wealth Management, LLC | 0.38% | No change | 23,717 | $971K |
| Phillips Financial Management, LLC | 0.08% | Add +0.3% | 23,470 | $960K |
| Marietta Wealth Management, LLC | 0.14% | No change | 23,440 | $959K |
| Fort Point Capital Partners LLC | 0.11% | No change | 23,400 | $958K |
| M&T Bank Corp | 0.00% | No change | 23,205 | $950K |
| Allegiance Financial Group Advisory Services LLC | 0.30% | Reduce -0.9% | 23,008 | $942K |
| Wick Capital Partners, LLC | 0.28% | New | 22,910 | $937K |
| Seaside Wealth Management, Inc. | 0.34% | Add +0.2% | 22,699 | $929K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -4.2% | 22,680 | $928K |
| Teachers Insurance & Annuity Association of America | 1.23% | No change | 22,672 | $928K |
| LRI Investments, LLC | 0.09% | No change | 22,382 | $916K |
| Mustard Seed Financial, LLC | 0.74% | Add +0.0% | 22,213 | $909K |
| QRG Capital Management, Inc. | 0.01% | Add +20.4% | 22,062 | $903K |
| Commerce Bank | 0.01% | Reduce -0.1% | 21,788 | $892K |
| Awm Capital, LLC | 0.11% | Reduce -1.9% | 21,690 | $888K |
| Cathy Pareto & Associates, Inc. | 0.81% | — | 21,608 | $884K |
| KDK Private Wealth Management, LLC | 0.91% | — | 21,488 | $879K |
| Oak Wealth Advisors LLC | 0.67% | — | 21,375 | $875K |
| David Wealth Management LLC | 0.72% | — | 21,359 | $874K |
| MBM Wealth Consultants, LLC | 0.26% | No change | 21,375 | $873K |
| Balboa Wealth Partners | 0.20% | Reduce -0.1% | 21,219 | $868K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.2% | 21,092 | $863K |
| Renasant Bank | 0.56% | No change | 21,053 | $861K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 20,574 | $842K |
| Arbor Wealth Advisors LLC | 0.75% | No change | 20,543 | $841K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $835K |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.4% | 20,376 | $834K |
| SVB Wealth LLC | 0.02% | New | 20,354 | $833K |
| Financial Counselors Inc. | 0.01% | Add +5.2% | 20,341 | $832K |
| Keybank National Association | 0.00% | Reduce -0.2% | 20,332 | $832K |
| Accredited Investor Services, LLC | 0.66% | — | 20,253 | $829K |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 20,250 | $829K |
| Signaturefd, LLC | 0.02% | Add +9.6% | 19,730 | $807K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.7% | 19,680 | $805K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.4% | 19,266 | $788K |
| Running Point Capital Advisors, LLC | 0.27% | No change | 19,206 | $786K |
| Amarillo National Bank | 0.14% | No change | 19,084 | $781K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.5% | 19,012 | $778K |
| Berger Financial Group, Inc | 0.05% | New | 19,009 | $778K |
| Professional Financial Advisors, LLC | 0.19% | New | 18,297 | $749K |
| tru Independence LLC | 0.23% | Reduce -16.4% | 18,262 | $747K |
| Clark Asset Management, LLC | 0.14% | Add +16.1% | 18,234 | $746K |
| Evoke Wealth, LLC | 0.02% | No change | 18,118 | $741K |
| Cherrydale Wealth Management, LLC | 0.28% | Add +0.4% | 18,000 | $737K |
| Cornerstone Financial Group, LLC | 0.72% | — | 17,931 | $734K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.1% | 17,859 | $731K |
| Red Tortoise LLC | 0.38% | No change | 17,856 | $731K |
| D.A. Davidson & Co. | 0.01% | No change | 17,718 | $725K |
| Aerodigm Wealth, LLC | 0.43% | No change | 17,664 | $723K |
| Falcon Wealth Planning | 0.08% | Add +0.0% | 17,655 | $722K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 17,487 | $716K |
| Key Financial Inc | 0.16% | No change | 17,351 | $710K |
| Babb Wealth Advisors LLC | 0.57% | — | 17,197 | $704K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 17,170 | $703K |
| Dakota Wealth Management | 0.02% | No change | 17,010 | $696K |
| Rather & Kittrell, Inc. | 0.16% | No change | 16,925 | $693K |
| Longview Financial Advisors LLC | 0.46% | — | 16,838 | $689K |
| Narus Financial Partners, LLC | 0.23% | Add +0.2% | 16,837 | $689K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.9% | 16,463 | $674K |
| Vista Capital Partners, Inc. | 0.08% | Add +7.8% | 16,461 | $674K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 16,409 | $671K |
| Voisard Asset Management Group, Inc. | 0.22% | Add +25.8% | 16,287 | $666K |
| Waverly Advisors, LLC | 0.01% | Add +0.4% | 15,995 | $655K |
| Park Avenue Securities LLC | 0.01% | Add +0.9% | 15,874 | $650K |
| Bailard, Inc. | 0.02% | No change | 15,811 | $647K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 15,726 | $644K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 15,631 | $640K |
| &partners | 0.01% | Add +10.2% | 15,418 | $636K |
| Private Trust Co. NA | 0.06% | No change | 15,435 | $632K |
| Monterey Private Wealth, Inc. | 0.21% | Reduce -2.4% | 15,322 | $627K |
| Future You Wealth LLC | 0.44% | — | 15,216 | $623K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.3% | 14,336 | $618K |
| Williams & Novak, LLC | 0.59% | Reduce -7.5% | 15,062 | $616K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 14,970 | $613K |
| Kathmere Capital Management, LLC | 0.05% | Add +0.0% | 14,889 | $609K |
| Fortis Capital Advisors, LLC | 0.21% | No change | 14,594 | $608K |
| Belpointe Asset Management LLC | 0.04% | No change | 14,594 | $608K |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,833 | $607K |
| Townsquare Capital LLC | 0.01% | Add +0.4% | 14,767 | $604K |
| TPG Financial Advisors, LLC | 0.26% | No change | 14,752 | $604K |
| Janney Montgomery Scott LLC | 0.00% | Add +22.6% | 14,629 | $599K |
| Leo Wealth, LLC | 0.05% | Reduce -5.4% | 14,526 | $594K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $590K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $586K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 14,259 | $583K |
| FSM Wealth Advisors, LLC | 0.14% | Add +0.1% | 13,578 | $574K |
| CENTRAL TRUST Co | 0.01% | No change | 13,875 | $568K |
| Collective Family Office LLC | 0.16% | No change | 13,867 | $567K |
| Cadence Bank | 0.04% | No change | 13,852 | $567K |
| Compass Capital Corp. /Ma/ | 0.22% | — | 13,543 | $554K |
| CWA Asset Management Group, LLC | 0.03% | No change | 13,503 | $553K |
| Shore Point Advisors, LLC | 0.30% | Add +1.8% | 13,410 | $549K |
| Safeguard Financial, LLC | 0.12% | Add +120.3% | 13,409 | $549K |
| Center for Financial Planning, Inc. | 0.07% | No change | 13,216 | $541K |
| American Financial Advisors, LLC | 0.08% | Add +0.2% | 13,196 | $540K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 13,171 | $539K |
| Robinswood Financial LLC | 0.20% | Add +0.0% | 13,095 | $536K |
| Empower Advisory Group, LLC | 0.00% | Add +12.3% | 12,915 | $528K |
| Liberty Wealth Management LLC | 0.09% | Add +3.5% | 12,824 | $525K |
| VERITY Wealth Advisors | 0.38% | No change | 12,775 | $523K |
| McGrath & Associates, Inc. | 1.03% | — | 12,480 | $511K |
| Castle Wealth Management LLC | 0.20% | No change | 12,273 | $502K |
| Rossby Financial, LCC | 0.31% | — | 11,937 | $488K |
| Kades & Cheifetz LLC | 0.25% | Add +22.1% | 11,835 | $484K |
| MPWM Advisory Solutions, LLC | 0.35% | — | 11,703 | $479K |
| Kiely Wealth Advisory Group, Inc. | 0.31% | Add +60.1% | 11,150 | $476K |
| Quad-Cities Investment Group, LLC | 0.23% | Add +0.4% | 11,424 | $467K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $464K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $463K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,307 | $463K |
| NorthRock Partners, LLC | 0.02% | No change | 11,285 | $462K |
| Fortress Wealth Management, Inc. | 0.22% | Add +0.1% | 11,270 | $461K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.7% | 11,204 | $458K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | No change | 10,672 | $458K |
| Lauer Wealth, LLC | 0.31% | Add +4.7% | 11,150 | $456K |
| XY Planning Network, Inc. | 0.34% | — | 11,112 | $455K |
| Elevate Wealth Advisory, Inc. | 0.34% | Reduce -3.9% | 11,067 | $453K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 11,031 | $451K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -6.9% | 10,964 | $449K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +1.3% | 10,951 | $448K |
| Ascent Group, LLC | 0.03% | No change | 10,849 | $444K |
| Liberty Capital Management, Inc. | 0.10% | No change | 10,742 | $440K |
| Cozad Asset Management Inc. | 0.04% | Add +12.4% | 10,536 | $431K |
| CIBC Private Wealth Group LLC | 0.00% | Add +245.0% | 10,432 | $430K |
| GDS Wealth Management | 0.04% | Reduce -0.0% | 10,485 | $429K |
| NCM Capital Management, LLC | 0.19% | No change | 10,465 | $428K |
| First Western Trust Bank | 0.02% | Reduce -5.7% | 10,421 | $426K |
| Cross Staff Investments Inc | 0.30% | No change | 10,391 | $425K |
| Brookstone Capital Management | 0.01% | Reduce -31.1% | 10,389 | $425K |
| CVA Family Office, LLC | 0.07% | Reduce -8.7% | 10,305 | $422K |
| WoodTrust Financial Corp | 0.06% | No change | 10,081 | $413K |
| Efficient Advisors, LLC | 0.03% | Reduce -4.4% | 10,064 | $412K |
| Advisory Services Network, LLC | 0.01% | Add +10.6% | 10,044 | $411K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $410K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 10,000 | $409K |
| Geneos Wealth Management Inc. | 0.01% | New | 9,985 | $409K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,942 | $407K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +0.0% | 9,899 | $405K |
| Towneley Capital Management, Inc / DE | 0.10% | Reduce -8.6% | 9,885 | $404K |
| Accredited Investors Inc. | 0.02% | Add +20.1% | 9,825 | $402K |
| Ameriprise Financial Inc. | 0.00% | New | 9,742 | $399K |
| AE Wealth Management LLC | 0.00% | Reduce -0.1% | 9,722 | $398K |
| Colonial Trust Co / SC | 0.06% | Reduce -11.2% | 9,701 | $397K |
| SteelPeak Wealth, LLC | 0.02% | No change | 9,651 | $395K |
| Monument Group Wealth Advisors, LLC | 0.28% | Add +0.0% | 9,645 | $395K |
| Northeast Planning Associates, Inc. / NH / | 0.40% | — | 9,551 | $391K |
| Wedmont Private Capital | 0.02% | No change | 9,614 | $391K |
| Gradient Investments LLC | 0.01% | Reduce -2.1% | 9,427 | $386K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.2% | 9,410 | $385K |
| Avant Financial Advisors LLC | 0.35% | — | 9,363 | $383K |
| Archer Investment Management, LLC | 0.23% | — | 9,312 | $381K |
| Ironwood Financial, llc | 0.08% | No change | 9,270 | $379K |
| Mullaney, Keating & Wright, Inc. | 0.25% | Reduce -56.5% | 9,210 | $377K |
| Avestar Capital, LLC | 0.03% | No change | 9,163 | $375K |
| CRA Financial Services, LLC | 0.06% | No change | 9,143 | $374K |
| GTS Securities LLC | 0.02% | Reduce -74.1% | 9,052 | $370K |
| Debussy Capital Management LP | 0.06% | Add +0.2% | 8,531 | $368K |
| 49 Wealth Management, LLC | 0.05% | No change | 8,977 | $367K |
| Live Oak Private Wealth LLC | 0.06% | Reduce -6.0% | 8,962 | $367K |
| Summit Asset Management, LLC | 0.06% | Add +0.4% | 8,923 | $365K |
| Lido Advisors, LLC | 0.00% | No change | 8,905 | $364K |
| AlTi Global, Inc. | 0.01% | No change | 8,900 | $364K |
| RFG Advisory, LLC | 0.01% | Add +0.4% | 8,870 | $363K |
| Procyon Advisors, LLC | 0.02% | No change | 8,864 | $363K |
| Goldstein Advisors, LLC | 0.05% | No change | 8,819 | $361K |
| Bridges Investment Management Inc. | 0.01% | No change | 8,794 | $360K |
| Betterment LLC | 0.00% | Add +39.8% | 8,728 | $357K |
| M1 Capital Management LLC | 0.19% | — | 8,666 | $355K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.4% | 8,591 | $352K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $349K |
| RB Capital Management, LLC | 0.08% | Reduce -1.3% | 8,360 | $342K |
| Physician Wealth Solutions Inc. | 0.17% | No change | 8,307 | $340K |
| Newton One Investments LLC | 0.13% | Add +4.7% | 8,286 | $339K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $337K |
| Warburton Capital Management, LLC | 0.25% | — | 8,231 | $336K |
| Rockwood Wealth Management, LLC | 0.04% | Add +1.2% | 7,991 | $326K |
| Capital Advisors Inc. | 0.01% | No change | 7,919 | $324K |
| Optima Capital LLC | 0.22% | — | 7,912 | $324K |
| KM Capital Management Ltd. | 0.17% | Reduce -8.4% | 7,852 | $321K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.4% | 7,842 | $321K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -71.0% | 7,688 | $315K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 7,653 | $313K |
| Integrity Wealth Solutions LLC | 0.17% | Reduce -3.4% | 7,632 | $312K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $307K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $306K |
| Lantz Financial LLC | 0.08% | No change | 7,406 | $303K |
| Kathleen S. Wright Associates Inc. | 0.13% | No change | 7,348 | $301K |
| UMB Bank, n.a. | 0.00% | Add +33.5% | 7,299 | $299K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $296K |
| Grandfield & Dodd, LLC | 0.02% | No change | 7,208 | $295K |
| MB Generational Wealth, LLC | 0.22% | No change | 7,193 | $294K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 7,190 | $294K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,188 | $294K |
| Mission Hills Financial Advisory, LLC | 0.23% | No change | 7,149 | $293K |
| Operose Advisors LLC | 0.10% | Add +115.7% | 7,101 | $291K |
| Caldwell Trust Co | 0.03% | New | 7,089 | $290K |
| Grove Street Fiduciary, LLC | 0.15% | — | 7,042 | $288K |
| Cambridge Financial Group, LLC | 0.12% | Add +0.1% | 7,024 | $287K |
| Whalen Wealth Management Inc. | 0.20% | Add +0.4% | 6,895 | $282K |
| Intrua Financial, LLC | 0.05% | Reduce -2.1% | 6,827 | $279K |
| Evergreen Capital Management LLC | 0.01% | New | 6,809 | $279K |
| Leeward Financial Partners, LLC | 0.10% | No change | 6,805 | $278K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -0.3% | 6,791 | $278K |
| Maryland Capital Advisors Inc. | 0.13% | No change | 6,714 | $275K |
| Waterfront Wealth Inc. | 0.07% | No change | 6,654 | $272K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.0% | 6,649 | $272K |
| High Probability Advisors, LLC | 0.05% | No change | 6,646 | $272K |
| Aurdan Capital Management, LLC | 0.10% | — | 6,644 | $272K |
| Disciplined Investors, L.L.C. | 0.26% | — | 6,542 | $269K |
| Motco | 0.03% | No change | 6,502 | $266K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,468 | $265K |
| Lockerman Financial Group, Inc. | 0.45% | No change | 6,433 | $263K |
| Oakworth Capital, Inc. | 0.02% | No change | 6,412 | $262K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,310 | $258K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $257K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $257K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +0.1% | 6,274 | $257K |
| Sterling Wealth Advisors Inc | 0.20% | — | 6,250 | $256K |
| Delta Financial Group, Inc. | 0.06% | Add +0.4% | 6,196 | $254K |
| Wealthcare Capital Management LLC | 0.03% | No change | 6,143 | $251K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,118 | $250K |
| ORG Partners LLC | 0.03% | New | 6,060 | $248K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,053 | $248K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.4% | 6,025 | $247K |
| Wealth Advisors of Iowa, LLC | 0.12% | No change | 5,986 | $245K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,719 | $245K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,965 | $244K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -50.0% | 5,963 | $244K |
| Stonebridge Financial Group, LLC | 0.03% | — | 5,954 | $244K |
| Bull Oak Capital, LLC | 0.13% | Reduce -1.9% | 5,850 | $239K |
| OLIO Financial Planning | 0.08% | Add +1.7% | 5,794 | $237K |
| Vantage Point Financial LLC | 0.13% | — | 5,792 | $237K |
| Well Done, LLC | 0.04% | No change | 5,684 | $237K |
| Five Oceans Advisors | 0.11% | No change | 5,774 | $236K |
| Rise Advisors, LLC | 0.11% | Add +0.4% | 5,754 | $235K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $234K |
| HWG Holdings LP | 0.08% | No change | 5,696 | $233K |
| Anderson Hoagland & Co. | 0.02% | New | 5,419 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -77.0% | 5,617 | $230K |
| Simplicity Wealth,LLC | 0.05% | Reduce -95.5% | 5,568 | $228K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $227K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 5,521 | $226K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3.3% | 5,496 | $225K |
| Vawter Financial, Ltd. | 0.13% | No change | 5,350 | $219K |
| One Degree Advisors Inc | 0.09% | Reduce -32.9% | 5,108 | $218K |
| Bell Bank | 0.02% | New | 5,306 | $217K |
| Norden Group LLC | 0.02% | Add +3.9% | 5,305 | $217K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 5,048 | $216K |
| Tableaux LLC | 0.18% | — | 5,173 | $212K |
| Mgo One Seven LLC | 0.01% | Add +0.4% | 5,167 | $211K |
| Harbour Investments, Inc. | 0.01% | No change | 5,089 | $208K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 5,007 | $205K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $202K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $201K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 4,897 | $200K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $199K |
| Reyes Financial Architecture, Inc. | 0.16% | — | 4,845 | $198K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -1.6% | 4,522 | $194K |
| Continuum Advisory, LLC | 0.02% | No change | 4,441 | $182K |
| Private Capital Management LLC | 0.04% | Reduce -9.3% | 4,425 | $181K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +7.1% | 4,172 | $170K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $152K |
| IFP Advisors, Inc | 0.01% | Add +4.8% | 3,694 | $151K |
| Howe & Rusling Inc. | 0.01% | No change | 3,677 | $150K |
| Grand Wealth Management, LLC | 0.08% | Reduce -2.5% | 3,650 | $149K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -26.8% | 3,542 | $145K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,418 | $140K |
| Sound Income Strategies, LLC | 0.01% | New | 3,225 | $132K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 3,145 | $129K |
| PrairieView Partners, LLC | 0.01% | Add +9.0% | 2,944 | $120K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $116K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.4% | 2,737 | $112K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $110K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,565 | $105K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $102K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,487 | $102K |
| Orion Capital Management LLC | 0.04% | New | 2,465 | $101K |
| Aspect Partners, LLC | 0.05% | No change | 2,244 | $92K |
| Kestra Investment Management, LLC | 0.00% | New | 2,212 | $90K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,148 | $88K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $87K |
| American Capital Advisory, LLC | 0.05% | Reduce -2.9% | 2,032 | $83K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,929 | $79K |
| JDM Financial Group LLC | 0.04% | Add +57.3% | 1,898 | $78K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $76K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,718 | $70K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.9% | 1,710 | $70K |
| Principal Securities, Inc. | 0.00% | No change | 1,628 | $67K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,577 | $65K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,425 | $58K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $57K |
| Delta Asset Management LLC | 0.01% | No change | 1,383 | $57K |
| BlackRock, Inc. | 0.00% | New | 1,351 | $55K |
| Bessemer Group Inc. | 0.00% | Reduce -81.4% | 1,344 | $55K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $53K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.5% | 1,250 | $51K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 1,217 | $50K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 1,204 | $49K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 1,176 | $48K |
| Eagle Bay Advisors LLC | 0.03% | No change | 1,170 | $48K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,144 | $47K |
| Ridgewood Investments LLC | 0.02% | No change | 1,069 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,061 | $43K |
| Assetmark, Inc. | 0.00% | Add +104.5% | 1,045 | $43K |
| VSM Wealth Advisory, LLC | 0.01% | — | 1,000 | $41K |
| Investors Research Corp | 0.01% | No change | 954 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 950 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 933 | $38K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.4% | 831 | $34K |
| Fortitude Family Office, LLC | 0.01% | Add +50.8% | 790 | $32K |
| City State Bank | 0.01% | No change | 744 | $30K |
| GeoWealth Management, LLC | 0.00% | No change | 632 | $26K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $25K |
| Truvestments Capital LLC | 0.01% | Reduce -13.6% | 619 | $25K |
| S.A. Mason LLC | 0.01% | No change | 603 | $25K |
| Crews Bank & Trust | 0.00% | — | 601 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 522 | $21K |
| Archer Investment Corp | 0.01% | No change | 518 | $21K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 498 | $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 Companies, Inc. | 0.00% | No change | 414 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $15K |
| Studio Investment Management LLC | 0.00% | No change | 256 | $10K |
| Bare Financial Services, Inc | 0.00% | Reduce -3.3% | 208 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $8K |
| Transce3nd, LLC | 0.00% | — | 185 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -50.0% | 168 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -50.0% | 168 | $7K |
| Capital A Wealth Management, LLC | 0.01% | — | 126 | $5K |
| Kings Path Partners LLC | 0.00% | No change | 101 | $4K |
| 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.