Dimensional US Marketwide VaDFUVETF
13F holders, Q1 2025 (March 31)670holders +2
36new positions
22sold out
3famous investors
$41.16avg. 13F price*
At the end of Q1 2025, 670 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 2 from Q4 2024. 36 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.4B), Envestnet Asset Management Inc. ($1.3B) and Savant Capital, LLC ($694.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $39.9M |
| Exits | 22 | $25.0M |
All 13F filers, Q4 2024 → Q1 2025: 6,952,114 shares bought and 10,049,813 shares sold, net −3,097,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 670 holders
| Mercer Global Advisors Inc. | 3.24% | Add +8.7% | 34,232,617 | $1.4B |
| Envestnet Asset Management Inc. | 0.40% | Reduce -10.0% | 30,475,238 | $1.3B |
| Savant Capital, LLC | 5.88% | Reduce -6.1% | 16,861,316 | $694.9M |
| Focus Partners Wealth | 1.54% | Add +2.8% | 14,874,351 | $613.0M |
| Corient Private Wealth LP | 0.71% | Reduce -2.0% | 10,530,346 | $434.0M |
| Plancorp, LLC | 10.34% | Reduce -0.7% | 6,328,398 | $260.8M |
| Northern Trust Corp. | 0.04% | Add +2.8% | 6,136,156 | $252.9M |
| Index Fund Advisors, Inc. | 13.79% | Reduce -12.2% | 5,409,149 | $222.9M |
| Creative Planning | 0.21% | Reduce -1.8% | 5,295,811 | $218.2M |
| HighTower Advisors, LLC | 0.27% | Reduce -2.5% | 4,773,457 | $196.7M |
| Focus Partners Advisor Solutions, LLC | 2.92% | Add +2.2% | 4,654,595 | $191.8M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.8% | 2,838,771 | $117.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.94% | Add +4.8% | 2,762,034 | $113.8M |
| TCI Wealth Advisors, Inc. | 8.17% | Add +8.2% | 2,475,796 | $102.0M |
| Cerity Partners LLC | 0.20% | Reduce -2.7% | 2,418,447 | $99.7M |
| Modera Wealth Management, LLC | 1.29% | Reduce -2.3% | 2,309,668 | $95.2M |
| Truepoint, Inc. | 2.05% | Add +1.2% | 1,833,182 | $75.5M |
| Trust Co of the South | 15.48% | Reduce -1.2% | 1,798,400 | $74.1M |
| Choreo, LLC | 1.02% | Reduce -15.4% | 1,592,768 | $65.6M |
| Jackson Thornton Wealth Management, LLC | 8.71% | Reduce -0.0% | 1,720,713 | $65.6M |
| Pathstone Holdings, LLC | 0.26% | Reduce -0.0% | 1,442,182 | $59.4M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +1.9% | 1,365,506 | $56.3M |
| Root Financial Partners, LLC | 5.98% | Reduce -10.4% | 1,360,879 | $56.1M |
| Foster Group, Inc. | 2.06% | Reduce -0.7% | 1,337,763 | $55.1M |
| LPL Financial LLC | 0.02% | Add +12.6% | 1,330,981 | $54.8M |
| Raymond James Financial Inc. | 0.02% | Add +7.9% | 1,320,565 | $54.4M |
| Evanson Asset Management, LLC | 3.83% | Reduce -1.9% | 1,310,922 | $54.0M |
| Beaird Harris Wealth Management, LLC | 4.50% | Reduce -0.9% | 1,284,060 | $52.9M |
| Forum Financial Management, LP | 0.83% | Reduce -8.5% | 1,214,794 | $50.1M |
| RW Investment Management LLC | 6.07% | Reduce -4.2% | 1,199,203 | $49.4M |
| Willow Creek Wealth Management Inc. | 4.40% | Add +0.8% | 1,095,961 | $45.2M |
| Sachem Hill LLC | 8.78% | Reduce -1.0% | 1,084,199 | $44.7M |
| Team Hewins, LLC | 17.22% | Reduce -1.1% | 1,075,463 | $44.3M |
| Porter White Investment Advisors, Inc. | 19.52% | Reduce -0.8% | 958,305 | $39.5M |
| Heritage Investment Group, Inc. | 7.33% | Reduce -2.5% | 946,728 | $39.0M |
| TFC Financial Management, Inc. | 5.94% | Reduce -1.6% | 942,242 | $38.8M |
| Triune Financial Partners, LLC | 12.02% | Reduce -0.3% | 918,417 | $37.8M |
| Sax Wealth Advisors, LLC | 2.52% | Reduce -1.0% | 852,592 | $35.1M |
| American Investment Services, Inc. | 6.17% | Reduce -3.9% | 850,684 | $35.1M |
| Wescott Financial Advisory Group, LLC | 3.63% | Reduce -0.6% | 849,792 | $35.0M |
| Tillman Hartley LLC | 10.17% | Reduce -3.4% | 848,588 | $35.0M |
| Keb Asset Management, LLC | 9.63% | Add +2.1% | 821,515 | $33.9M |
| Efficient Frontier Advisors LLC | 21.54% | Add +0.0% | 803,399 | $33.1M |
| Dixon Fnancial Services, Inc. | 17.27% | Reduce -0.5% | 775,179 | $31.9M |
| Planning Center, Inc. | 3.76% | Reduce -0.4% | 771,087 | $31.8M |
| Cardiff Park Advisors, LLC | 2.97% | Reduce -0.8% | 745,500 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.9% | 744,985 | $30.7M |
| Heritage Wealth Management, Inc./Texas | 17.38% | Add +1.8% | 728,145 | $30.0M |
| Timonier Family Office, LTD. | 13.20% | Add +9.6% | 724,177 | $29.8M |
| Wealth Architects, LLC | 3.24% | Add +3.4% | 712,921 | $29.4M |
| Wealth Management Nebraska | 4.46% | Reduce -3.2% | 711,999 | $29.3M |
| Aspiriant, LLC | 1.00% | Add +0.9% | 702,495 | $28.9M |
| Integrated Wealth Concepts LLC | 0.34% | Add +0.5% | 701,284 | $28.9M |
| Allworth Financial LP | 0.16% | Reduce -1.8% | 728,180 | $28.6M |
| Disciplined Equity Management, Inc. | 19.55% | Add +1.1% | 681,866 | $28.1M |
| Symmetry Partners, LLC | 3.88% | Reduce -6.2% | 677,408 | $27.9M |
| Parkwoods Wealth Partners, LLC | 18.86% | Add +3.5% | 677,388 | $27.9M |
| Monograph Wealth Advisors, LLC | 3.69% | Add +0.2% | 657,868 | $27.1M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -1.6% | 635,513 | $26.2M |
| Mather Group, Llc. | 0.30% | Add +94.3% | 622,937 | $25.7M |
| McLean Asset Management Corp | 8.20% | Reduce -2.8% | 685,109 | $24.8M |
| Meritas Wealth Management, LLC | 14.49% | Reduce -1.9% | 599,378 | $24.7M |
| Mission Wealth Management, LP | 0.61% | Add +3.8% | 587,461 | $24.2M |
| Moisand Fitzgerald Tamayo, LLC | 3.35% | Reduce -1.9% | 586,765 | $24.2M |
| ShankerValleau Wealth Advisors, Inc. | 7.79% | Add +6.6% | 582,391 | $24.0M |
| TFO Wealth Partners, LLC | 4.48% | Reduce -1.0% | 548,175 | $22.6M |
| 1900 Wealth Management LLC | 1.86% | Reduce -1.6% | 542,562 | $22.4M |
| Earned Wealth Advisors, LLC | 4.85% | Add +0.5% | 536,471 | $22.1M |
| WorthPointe, LLC | 10.04% | Reduce -7.9% | 534,081 | $22.0M |
| LRI Investments, LLC | 2.11% | Add +2268.5% | 530,110 | $21.8M |
| Mariner, LLC | 0.04% | Add +19.6% | 526,979 | $21.7M |
| Bayshore Asset Management, LLC | 10.66% | Add +0.6% | 519,089 | $21.4M |
| Investmark Advisory Group LLC | 10.31% | Add +1.1% | 506,316 | $20.9M |
| Juncture Wealth Strategies, LLC | 7.67% | Reduce -0.1% | 479,179 | $19.7M |
| DiNuzzo Private Wealth, Inc. | 2.49% | Reduce -0.5% | 479,139 | $19.7M |
| Prime Capital Investment Advisors, LLC | 0.23% | New | 478,335 | $19.7M |
| Baker Boyer National Bank | 7.11% | Add +1.1% | 467,422 | $19.3M |
| Apella Capital, LLC | 0.65% | Reduce -0.2% | 485,458 | $18.9M |
| Benningfield Financial Advisors, LLC | 18.04% | Add +0.7% | 455,677 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +1.6% | 455,533 | $18.8M |
| Factor Wealth Management LTD | 5.71% | Add +6.7% | 451,256 | $18.6M |
| Dopkins Wealth Management, LLC | 9.44% | Add +0.9% | 450,595 | $18.6M |
| Legacy Financial Group, Inc. | 5.95% | Add +0.8% | 449,579 | $18.5M |
| Prudent Man Investment Management, Inc. | 10.25% | Reduce -0.1% | 452,018 | $18.5M |
| Kooman & Associates | 6.58% | Add +0.3% | 435,064 | $17.9M |
| Claris Advisors, LLC / Mo / | 6.55% | Add +8.6% | 426,385 | $17.6M |
| Farther Finance Advisors, LLC | 0.45% | Reduce -2.4% | 426,417 | $17.6M |
| RS Crum Inc. | 4.65% | Reduce -0.4% | 419,177 | $17.3M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +9.6% | 404,406 | $16.7M |
| Grunden Financial Advisory, Inc. | 7.68% | Reduce -4.1% | 383,854 | $15.8M |
| Dynamic Advisor Solutions LLC | 0.51% | Add +1.0% | 374,168 | $15.4M |
| Cetera Investment Advisers | 0.03% | Reduce -28.6% | 373,818 | $15.4M |
| Andrews, Lucia Wealth Management LLC | 10.21% | Add +0.3% | 371,556 | $15.2M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -4.2% | 360,578 | $14.9M |
| PBMares Wealth Management LLC | 2.97% | Reduce -5.7% | 360,119 | $14.8M |
| Ruedi Wealth Management, Inc. | 4.57% | Reduce -1.9% | 354,670 | $14.6M |
| Pillar Financial Advisors, LLC | 10.87% | Reduce -0.2% | 354,047 | $14.6M |
| Mosaic Family Wealth Partners, LLC | 2.03% | Add +0.4% | 345,808 | $14.3M |
| Larson Financial Group LLC | 0.67% | Reduce -1.6% | 343,605 | $14.2M |
| WPWealth LLP | 2.78% | Add +6.5% | 341,669 | $14.1M |
| Austin Asset Management Co Inc | 3.05% | Reduce -7.1% | 338,165 | $13.9M |
| Pinney & Scofield, Inc. | 9.83% | Reduce -1.5% | 329,470 | $13.6M |
| Navigoe, LLC | 11.64% | Add +1.3% | 326,182 | $13.4M |
| Spire Wealth Management | 0.42% | Add +3.1% | 317,204 | $13.1M |
| Financial Synergies Wealth Advisors, Inc. | 1.59% | Add +0.3% | 316,132 | $13.0M |
| Sandy Spring Bank | 0.53% | Reduce -6.5% | 307,842 | $12.7M |
| Altiora Financial Group, LLC | 2.69% | Add +1.8% | 307,573 | $12.7M |
| Addison Advisors LLC | 3.44% | Add +3.0% | 306,042 | $12.6M |
| Diversified Portfolios, Inc. | 1.31% | Reduce -0.4% | 303,213 | $12.5M |
| Kraft Asset Management, LLC | 11.10% | Reduce -5.6% | 294,231 | $12.1M |
| Compound Planning, Inc. | 0.55% | New | 290,875 | $12.0M |
| Squire Investment Management Company, LLC | 4.98% | Add +2.2% | 289,974 | $11.9M |
| Summit Wealth Group, LLC | 3.44% | Add +8.2% | 285,710 | $11.8M |
| UBS Group AG | 0.00% | Add +9.2% | 282,145 | $11.6M |
| New Dimensions Wealth Management, LLC | 11.46% | — | 278,230 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Add +15.9% | 271,846 | $11.2M |
| Lauterbach Financial Advisors, LLC | 6.74% | Reduce -0.1% | 262,352 | $10.8M |
| Graves Light Lenhart Wealth, Inc. | 1.30% | Add +5.8% | 256,317 | $10.6M |
| Confluence Wealth Services, Inc. | 0.66% | Add +13.4% | 269,725 | $10.4M |
| MAI Capital Management | 0.08% | Add +0.3% | 246,911 | $10.2M |
| Bridgewater Advisors Inc. | 0.88% | Add +0.1% | 257,301 | $10.1M |
| BIP Wealth, LLC | 0.66% | Add +5.0% | 245,170 | $10.1M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -4.1% | 244,856 | $10.1M |
| RTD Financial Advisors, Inc. | 1.35% | Reduce -11.2% | 243,848 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -19.9% | 233,028 | $9.6M |
| Sprinkle Financial Consultants LLC | 5.96% | Reduce -3.9% | 228,005 | $9.4M |
| Morgan Stanley | 0.00% | Add +15.8% | 220,805 | $9.1M |
| JDH Wealth Management, LLC | 7.60% | Add +1.8% | 215,014 | $8.9M |
| Strategic Investment Solutions, Inc. | 2.55% | Reduce -19.4% | 213,141 | $8.8M |
| Tobias Financial Advisors, Inc. | 1.69% | Reduce -1.7% | 211,648 | $8.7M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -0.7% | 211,065 | $8.7M |
| Vestia Personal Wealth Advisors | 6.83% | Add +7.8% | 209,450 | $8.6M |
| Osaic Holdings, Inc. | 0.02% | Add +15.8% | 206,857 | $8.5M |
| Rf&l Wealth Management, LLC | 6.05% | Reduce -1.9% | 205,316 | $8.5M |
| Werba Rubin Papier Wealth Management | 1.84% | Reduce -0.3% | 205,305 | $8.5M |
| Burk Holdings LLC | 6.33% | Add +10.6% | 203,476 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 200,531 | $8.3M |
| Level Financial Advisors | 2.80% | Reduce -0.1% | 200,088 | $8.2M |
| Capstone Wealth Management, LLC | 8.20% | Add +0.5% | 199,729 | $8.2M |
| Ariadne Wealth Management, LP | 4.26% | Reduce -0.8% | 203,316 | $8.2M |
| Embree Financial Group | 1.29% | Reduce -15.3% | 187,498 | $7.7M |
| Peirce Capital Management, LLC | 3.78% | Reduce -1.6% | 185,326 | $7.6M |
| Aegis Wealth Management LLC | 4.21% | Reduce -1.1% | 173,864 | $7.2M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 172,511 | $7.1M |
| TruNorth Capital Management, LLC | 1.68% | Reduce -0.4% | 163,977 | $6.8M |
| Seneschal Advisors, LLC | 5.67% | Reduce -0.3% | 160,211 | $6.6M |
| JFS Wealth Advisors, LLC | 0.44% | Reduce -11.1% | 159,185 | $6.6M |
| Versant Capital Management, Inc | 1.10% | Add +0.0% | 159,004 | $6.6M |
| Colorado Capital Management, Inc. | 3.05% | Reduce -1.4% | 158,732 | $6.5M |
| Wealthstream Advisors, Inc. | 1.21% | Reduce -1.4% | 157,147 | $6.5M |
| Captrust Financial Advisors | 0.02% | Reduce -12.9% | 156,610 | $6.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -5.7% | 154,926 | $6.4M |
| CarsonAllaria Wealth Management, Ltd. | 3.61% | Reduce -0.3% | 151,076 | $6.2M |
| Cherry Tree Wealth Management, LLC | 1.49% | Add +1.2% | 149,649 | $6.2M |
| Kondo Wealth Advisors, Inc. | 3.01% | Reduce -0.8% | 148,084 | $6.1M |
| WNY Asset Management, LLC | 0.72% | Reduce -4.1% | 146,338 | $6.0M |
| Shearwater Capital LLC | 4.19% | Reduce -0.0% | 144,613 | $6.0M |
| EnRich Financial Partners LLC | 1.93% | Reduce -1.1% | 139,178 | $5.7M |
| Abacus Wealth Partners, LLC | 0.86% | Reduce -1.3% | 139,080 | $5.7M |
| Northwest Wealth Management, LLC | 1.10% | Add +3.9% | 134,335 | $5.5M |
| First National Bank Sioux Falls | 2.24% | No change | 134,254 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.6% | 133,568 | $5.5M |
| Lutz Financial Services LLC | 0.45% | Reduce -3.3% | 132,691 | $5.5M |
| BOK Financial Private Wealth, Inc. | 0.41% | Reduce -0.8% | 132,594 | $5.5M |
| Lam Group, Inc. | 3.95% | Reduce -1.2% | 130,252 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +35.7% | 130,346 | $5.3M |
| Gradient Capital Advisors, LLC | 1.74% | Add +0.5% | 129,346 | $5.3M |
| Builder Investment Group Inc. | 1.49% | No change | 127,393 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.28% | No change | 125,781 | $5.2M |
| GEM Asset Management, LLC | 2.84% | Reduce -2.2% | 123,256 | $5.1M |
| Verdence Capital Advisors LLC | 0.38% | No change | 120,891 | $5.0M |
| Visionary Wealth Advisors | 0.30% | Add +3.5% | 120,546 | $5.0M |
| Total Wealth Planning, LLC | 0.76% | Reduce -3.0% | 120,268 | $5.0M |
| Evensky & Katz LLC | 0.33% | Reduce -1.7% | 119,710 | $4.9M |
| Bank of America Corp. | 0.00% | Add +2.1% | 119,455 | $4.9M |
| Hemington Wealth Management | 0.75% | Reduce -2.9% | 117,940 | $4.9M |
| Simplicity Wealth,LLC | 0.38% | Add +2001.6% | 117,016 | $4.8M |
| Annandale Capital, LLC | 0.90% | Reduce -2.0% | 116,238 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.3% | 114,368 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.6% | 113,729 | $4.7M |
| Intelligent Financial Strategies | 2.44% | Reduce -1.4% | 113,433 | $4.7M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.0% | 110,031 | $4.5M |
| SwitchPoint Financial Planning, LLC | 4.25% | Add +0.2% | 108,690 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -1.2% | 107,929 | $4.4M |
| FMB Wealth Management | 2.41% | No change | 105,775 | $4.4M |
| Yeomans Consulting Group, Inc. | 1.63% | Add +3.1% | 102,289 | $4.2M |
| AQR Capital Management | 0.00% | Add +50.9% | 102,100 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 102,072 | $4.2M |
| Trace Wealth Advisors, LLC | 3.70% | Add +1.7% | 100,674 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.9% | 99,820 | $4.1M |
| Vannoy Advisory Group, Inc. | 3.05% | Add +0.3% | 99,769 | $4.1M |
| Bridge Generations Wealth Management LLC | 2.54% | Reduce -0.2% | 98,273 | $4.0M |
| Investment Advisory Group, LLC | 1.35% | No change | 98,192 | $4.0M |
| Pacific Asset Management, LLC | 3.60% | Reduce -0.2% | 97,483 | $4.0M |
| Summit Financial Strategies, Inc. | 0.40% | Reduce -1.4% | 96,577 | $4.0M |
| Cresset Asset Management, LLC | 0.02% | Reduce -4.0% | 96,375 | $4.0M |
| AG Asset Advisory, LLC | 4.04% | Add +5.7% | 95,502 | $3.9M |
| CFS Investment Advisory Services, LLC | 0.35% | Reduce -6.1% | 95,474 | $3.9M |
| PFG Advisors | 0.22% | Add +7.4% | 93,632 | $3.9M |
| M Holdings Securities, Inc. | 0.62% | Reduce -5.3% | 90,759 | $3.7M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +2.5% | 87,515 | $3.6M |
| Weinberger Asset Management, Inc | 1.54% | Add +1.7% | 86,958 | $3.6M |
| Parkworth Wealth Management, Inc. | 2.86% | Add +0.1% | 86,949 | $3.6M |
| Tumwater Wealth Management, LLC | 1.82% | No change | 84,677 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +1.2% | 84,402 | $3.5M |
| Wealth Advisors Northwest LLC | 2.19% | Reduce -0.7% | 83,873 | $3.5M |
| FMR LLC | 0.00% | Reduce -0.6% | 81,945 | $3.4M |
| Clearstead Advisors, LLC | 0.05% | Reduce -3.5% | 81,619 | $3.4M |
| Aspen Capital Management, LLC | 1.05% | — | 79,383 | $3.3M |
| Cwm, LLC | 0.01% | Add +4.1% | 78,058 | $3.2M |
| Jentner Corp | 0.96% | Reduce -5.0% | 77,733 | $3.2M |
| WASHINGTON TRUST Co | 0.12% | No change | 75,104 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 74,382 | $3.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.1% | 74,265 | $3.1M |
| HMV Wealth Advisors, LLC | 2.41% | Reduce -3.2% | 73,840 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 72,590 | $3.0M |
| Martin Worley Group | 1.70% | Reduce -0.2% | 72,297 | $3.0M |
| Zhang Financial LLC | 0.15% | Add +7.0% | 70,350 | $2.9M |
| BWM Planning, LLC | 1.18% | No change | 67,707 | $2.8M |
| Prospera Financial Services Inc | 0.06% | Reduce -3.8% | 67,502 | $2.8M |
| Axis Wealth Partners, LLC | 2.04% | Add +11.8% | 67,048 | $2.8M |
| Quantum Financial Advisors, LLC | 0.41% | No change | 66,690 | $2.7M |
| Disciplined Investments, LLC | 1.26% | Reduce -4.5% | 66,454 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.90% | No change | 66,717 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.10% | No change | 66,155 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -0.6% | 65,327 | $2.7M |
| Clarity Capital Advisors, LLC | 1.76% | Reduce -5.8% | 65,103 | $2.7M |
| ARK & TLK Investments, LLC | 0.94% | Add +3.9% | 64,483 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +0.0% | 64,289 | $2.6M |
| Melfa Wealth Management, Inc. | 1.77% | Reduce -0.4% | 63,662 | $2.6M |
| Woodside Wealth Management LLC | 2.41% | — | 63,125 | $2.6M |
| Westmount Partners, LLC | 0.76% | No change | 60,240 | $2.5M |
| Matauro, LLC | 0.48% | Reduce -2.5% | 57,677 | $2.4M |
| Fonville Wealth Management LLC | 0.69% | Reduce -1.5% | 57,058 | $2.4M |
| Foundation Wealth Management, LLC\PA | 1.12% | Reduce -0.7% | 56,931 | $2.3M |
| Cypress Wealth Services, LLC | 0.46% | Reduce -7.6% | 54,759 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.6% | 54,385 | $2.2M |
| Cascade Wealth Advisors, Inc | 1.52% | Reduce -17.6% | 57,439 | $2.2M |
| Poinciana Advisors Group, LLC | 2.22% | Reduce -4.6% | 52,069 | $2.1M |
| Freedom Investment Management, Inc. | 0.18% | Add +0.1% | 51,812 | $2.1M |
| Valued Wealth Advisors LLC | 1.28% | Add +12.8% | 51,592 | $2.1M |
| Francis Financial, Inc. | 0.52% | Reduce -0.6% | 51,542 | $2.1M |
| Warwick Investment Management, Inc. | 0.44% | Add +0.4% | 51,075 | $2.1M |
| TAGStone Capital, Inc. | 1.03% | Add +1.4% | 50,617 | $2.1M |
| Stone Summit Wealth LLC | 0.70% | Reduce -0.5% | 49,960 | $2.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.3% | 51,431 | $2.0M |
| Family CFO Inc | 1.12% | Add +6.0% | 49,454 | $2.0M |
| Aurelius Family Office LLC | 1.03% | Reduce -5.0% | 49,406 | $2.0M |
| Brown Advisory Inc. | 0.00% | Reduce -8.0% | 47,900 | $2.0M |
| 25 LLC | 0.79% | Reduce -2.8% | 46,600 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 45,644 | $1.9M |
| Blair William & Co. | 0.01% | Add +0.8% | 43,642 | $1.8M |
| Blue Trust, Inc. | 0.02% | No change | 43,377 | $1.8M |
| Curio Wealth, LLC | 0.90% | Reduce -100.0% | 12 | $1.7M |
| Tarbox Family Office, Inc. | 0.29% | Reduce -1.1% | 41,813 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.2% | 41,773 | $1.7M |
| Websterrogers Financial Advisors, LLC | 0.58% | Reduce -1.3% | 41,519 | $1.7M |
| IFG Advisors, LLC | 0.33% | No change | 41,500 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.1% | 41,379 | $1.7M |
| Adero Partners, LLC | 0.11% | Reduce -5.1% | 41,280 | $1.7M |
| Curi Capital, LLC | 0.04% | Reduce -0.2% | 40,699 | $1.7M |
| Rialto Wealth Management, LLC | 0.52% | Reduce -1.9% | 40,487 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.36% | Reduce -1.9% | 40,332 | $1.7M |
| Sollinda Capital Management LLC | 0.45% | Add +38.8% | 38,825 | $1.6M |
| Cloud Capital Management, LLC | 1.13% | — | 38,809 | $1.6M |
| Ancora Advisors LLC | 0.04% | Reduce -16.7% | 38,756 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.24% | Add +4.5% | 39,001 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Add +2.6% | 37,536 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.25% | Add +0.1% | 36,783 | $1.5M |
| Cordant, Inc. | 0.79% | Reduce -4.6% | 36,659 | $1.5M |
| Comerica Bank | 0.01% | No change | 36,357 | $1.5M |
| Beacon Financial Advisory LLC | 0.45% | Reduce -8.7% | 36,338 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -1.2% | 35,980 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +13.9% | 35,887 | $1.5M |
| Marcum Wealth, LLC | 0.13% | Add +0.3% | 35,500 | $1.5M |
| Parkside Financial Bank & Trust | 0.18% | Add +7.1% | 35,072 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Add +21.4% | 34,815 | $1.4M |
| SJS Investment Consulting Inc. | 0.24% | No change | 34,519 | $1.4M |
| Samalin Investment Counsel, LLC | 0.58% | Add +21.8% | 34,426 | $1.4M |
| Tru Independence Asset Management 2, LLC | 1.06% | Reduce -6.7% | 34,401 | $1.4M |
| Angeles Wealth Management, LLC | 0.12% | Reduce -33.4% | 34,298 | $1.4M |
| Asset Planning Corporation | 0.82% | Reduce -2.3% | 33,697 | $1.4M |
| Farmers National Bank | 0.39% | Reduce -0.4% | 33,242 | $1.4M |
| Quadcap Wealth Management, LLC | 0.20% | No change | 32,970 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.7% | 32,751 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +12.9% | 32,168 | $1.3M |
| Applied Capital LLC | 0.65% | Reduce -1.3% | 32,147 | $1.3M |
| RAM Investment Partners, LLC | 0.32% | Reduce -2.0% | 31,834 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.2% | 31,809 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.1% | 31,553 | $1.3M |
| Greenspring Advisors, LLC | 0.31% | No change | 31,511 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | Reduce -85.1% | 31,454 | $1.3M |
| Busey Bank | 0.04% | No change | 31,112 | $1.3M |
| Verus Wealth Management, LLC | 1.36% | No change | 30,208 | $1.2M |
| Fiduciary Trust Co | 0.02% | Reduce -1.6% | 30,186 | $1.2M |
| Kaufman Rossin Wealth, LLC | 0.88% | Add +0.5% | 29,712 | $1.2M |
| LJI Wealth Management, LLC | 0.24% | Add +0.0% | 29,206 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.38% | Reduce -1.4% | 29,077 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.27% | Add +0.4% | 28,928 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.1% | 28,567 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -8.5% | 28,546 | $1.2M |
| Caprock Group, LLC | 0.04% | Reduce -1.3% | 28,368 | $1.2M |
| Wick Capital Partners, LLC | 0.35% | Add +23.7% | 28,339 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -2.4% | 28,261 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 27,741 | $1.1M |
| Brighton Jones LLC | 0.04% | Reduce -1.0% | 27,628 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 27,470 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -0.4% | 27,321 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | No change | 26,937 | $1.1M |
| M Wealth Management, LLC | 1.02% | Reduce -10.8% | 26,642 | $1.1M |
| Garde Capital, Inc. | 0.06% | No change | 26,598 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.2% | 26,518 | $1.1M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.4% | 26,264 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 26,168 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Reduce -18.0% | 25,855 | $1.1M |
| Pictet North America Advisors SA | 0.11% | No change | 25,825 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 26,325 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.0% | 24,902 | $1.0M |
| Financial Council, LLC | 0.55% | No change | 24,585 | $1.0M |
| Verus Financial Partners, Inc. | 0.11% | Reduce -0.8% | 26,215 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -0.2% | 24,097 | $993K |
| Baker Tilly Wealth Management, LLC | 0.38% | No change | 23,717 | $977K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.3% | 23,554 | $971K |
| Phillips Financial Management, LLC | 0.07% | Add +0.3% | 23,537 | $970K |
| BetterWealth, LLC | 0.27% | Reduce -51.6% | 23,419 | $965K |
| Fort Point Capital Partners LLC | 0.11% | No change | 23,400 | $964K |
| Silver Oak Advisory Group, Inc. | 0.51% | Reduce -16.3% | 23,407 | $964K |
| M&T Bank Corp | 0.00% | No change | 23,205 | $956K |
| Allegiance Financial Group Advisory Services LLC | 0.29% | Add +0.1% | 23,036 | $949K |
| Seaside Wealth Management, Inc. | 0.33% | Add +0.1% | 22,734 | $937K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 22,680 | $935K |
| Teachers Insurance & Annuity Association of America | 1.25% | No change | 22,672 | $934K |
| Private Wealth Asset Management, LLC | 0.13% | — | 22,521 | $928K |
| Absolute Capital Management, LLC | 0.53% | Reduce -12.7% | 22,399 | $923K |
| Mustard Seed Financial, LLC | 0.74% | Add +0.0% | 22,216 | $916K |
| Marietta Wealth Management, LLC | 0.13% | Reduce -6.7% | 21,870 | $901K |
| Commerce Bank | 0.01% | No change | 21,788 | $898K |
| Cathy Pareto & Associates, Inc. | 0.79% | Add +0.0% | 21,616 | $891K |
| KDK Private Wealth Management, LLC | 1.01% | No change | 21,488 | $886K |
| MBM Wealth Consultants, LLC | 0.26% | No change | 21,375 | $881K |
| David Wealth Management LLC | 0.74% | No change | 21,359 | $880K |
| Balboa Wealth Partners | 0.21% | No change | 21,219 | $874K |
| Oak Wealth Advisors LLC | 0.65% | Reduce -0.9% | 21,190 | $873K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.2% | 21,139 | $871K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +91.3% | 20,951 | $863K |
| Awm Capital, LLC | 0.10% | Reduce -3.9% | 20,849 | $859K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 20,834 | $859K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 20,574 | $848K |
| Accredited Investor Services, LLC | 0.71% | Add +1.6% | 20,573 | $848K |
| Arbor Wealth Advisors LLC | 0.76% | No change | 20,543 | $847K |
| IHT Wealth Management, LLC | 0.03% | Add +0.3% | 20,437 | $842K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $841K |
| SVB Wealth LLC | 0.03% | Add +0.1% | 20,364 | $839K |
| Keybank National Association | 0.00% | No change | 20,332 | $838K |
| Rehmann Capital Advisory Group | 0.05% | Add +2.5% | 20,165 | $831K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -35.1% | 19,677 | $811K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -35.1% | 19,677 | $811K |
| Financial Counselors Inc. | 0.01% | Reduce -4.4% | 19,454 | $802K |
| Liberty Wealth Management LLC | 0.15% | Add +51.4% | 19,417 | $800K |
| Signaturefd, LLC | 0.02% | Reduce -2.1% | 19,319 | $796K |
| Drive Wealth Management, LLC | 0.19% | New | 19,271 | $794K |
| Running Point Capital Advisors, LLC | 0.25% | No change | 19,206 | $791K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.0% | 19,097 | $787K |
| Berger Financial Group, Inc | 0.05% | Add +0.4% | 19,089 | $787K |
| Amarillo National Bank | 0.15% | No change | 19,084 | $786K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.8% | 18,725 | $772K |
| CRA Financial Services, LLC | 0.13% | Add +104.1% | 18,664 | $769K |
| Brown Brothers Harriman & Co. | 0.01% | New | 18,614 | $767K |
| Professional Financial Advisors, LLC | 0.19% | Add +0.4% | 18,370 | $757K |
| Janney Montgomery Scott LLC | 0.00% | Add +25.5% | 18,362 | $757K |
| tru Independence LLC | 0.23% | Add +0.2% | 18,300 | $754K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +4.6% | 18,289 | $754K |
| Clark Asset Management, LLC | 0.13% | No change | 18,234 | $751K |
| Evoke Wealth, LLC | 0.02% | No change | 18,118 | $747K |
| Cherrydale Wealth Management, LLC | 0.29% | Add +0.3% | 18,046 | $744K |
| Renasant Bank | 0.49% | Reduce -14.5% | 18,005 | $742K |
| Cornerstone Financial Group, LLC | 0.67% | Add +0.4% | 18,003 | $742K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.1% | 17,883 | $737K |
| Red Tortoise LLC | 0.38% | No change | 17,856 | $736K |
| D.A. Davidson & Co. | 0.01% | No change | 17,718 | $730K |
| Aerodigm Wealth, LLC | 0.41% | No change | 17,664 | $728K |
| Falcon Wealth Planning | 0.08% | No change | 17,655 | $728K |
| Key Financial Inc | 0.16% | No change | 17,351 | $715K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 17,170 | $708K |
| Babb Wealth Advisors LLC | 0.57% | Reduce -0.2% | 17,155 | $707K |
| Dakota Wealth Management | 0.02% | No change | 17,010 | $701K |
| Benchmark Wealth Management, LLC | 0.34% | New | 16,947 | $698K |
| Rather & Kittrell, Inc. | 0.15% | No change | 16,925 | $697K |
| Colonial Trust Co / SC | 0.11% | Add +74.4% | 16,918 | $697K |
| Basso Capital Management, L.P. | 0.59% | Reduce -56.5% | 16,800 | $692K |
| Narus Financial Partners, LLC | 0.23% | Reduce -1.8% | 16,538 | $682K |
| Longview Financial Advisors LLC | 0.45% | Reduce -2.1% | 16,481 | $679K |
| Vista Capital Partners, Inc. | 0.08% | No change | 16,461 | $678K |
| &partners | 0.01% | Add +7.5% | 16,578 | $678K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 16,409 | $676K |
| Voisard Asset Management Group, Inc. | 0.19% | Reduce -0.6% | 16,182 | $667K |
| Waverly Advisors, LLC | 0.01% | Add +0.3% | 16,051 | $661K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.2% | 15,849 | $653K |
| Bailard, Inc. | 0.02% | No change | 15,811 | $652K |
| WestHill Financial Advisors, Inc. | 0.15% | No change | 15,726 | $648K |
| D'Orazio & Associates, Inc. | 0.10% | No change | 15,631 | $644K |
| Private Trust Co. NA | 0.07% | No change | 15,435 | $636K |
| Monterey Private Wealth, Inc. | 0.19% | Add +0.3% | 15,371 | $633K |
| Future You Wealth LLC | 0.40% | No change | 15,216 | $627K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 14,970 | $617K |
| Kathmere Capital Management, LLC | 0.05% | Add +0.0% | 14,892 | $614K |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,833 | $611K |
| Townsquare Capital LLC | 0.01% | Add +0.1% | 14,788 | $609K |
| TPG Financial Advisors, LLC | 0.27% | No change | 14,752 | $608K |
| Fortis Capital Advisors, LLC | 0.12% | No change | 14,594 | $601K |
| Belpointe Asset Management LLC | 0.03% | No change | 14,594 | $601K |
| Leo Wealth, LLC | 0.09% | Add +0.4% | 14,584 | $601K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $594K |
| Sanctuary Advisors, LLC | 0.00% | No change | 14,336 | $591K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $591K |
| Williams & Novak, LLC | 0.58% | Reduce -5.0% | 14,303 | $589K |
| QRG Capital Management, Inc. | 0.01% | Reduce -35.3% | 14,280 | $588K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 14,060 | $579K |
| Collective Family Office LLC | 0.15% | No change | 13,867 | $571K |
| Cadence Bank | 0.04% | Reduce -0.4% | 13,802 | $569K |
| Shore Point Advisors, LLC | 0.30% | Add +2.4% | 13,725 | $566K |
| FSM Wealth Advisors, LLC | 0.13% | Add +0.1% | 13,585 | $560K |
| CWA Asset Management Group, LLC | 0.03% | No change | 13,503 | $556K |
| AE Wealth Management LLC | 0.00% | Add +38.2% | 13,434 | $554K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.9% | 13,335 | $550K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 13,224 | $545K |
| American Financial Advisors, LLC | 0.08% | Add +0.2% | 13,222 | $545K |
| Center for Financial Planning, Inc. | 0.07% | No change | 13,216 | $545K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -61.6% | 13,177 | $543K |
| Robinswood Financial LLC | 0.20% | Add +0.0% | 13,098 | $540K |
| Rossby Financial, LCC | 0.23% | Add +15.2% | 13,750 | $538K |
| VERITY Wealth Advisors | 0.39% | No change | 12,775 | $526K |
| Capital Advisors Inc. | 0.01% | Add +59.5% | 12,628 | $520K |
| CW Advisors, LLC | 0.01% | New | 12,417 | $516K |
| McGrath & Associates, Inc. | 0.94% | No change | 12,480 | $514K |
| Castle Wealth Management LLC | 0.20% | No change | 12,273 | $506K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.9% | 12,158 | $501K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.4% | 12,102 | $499K |
| MPWM Advisory Solutions, LLC | 0.35% | Reduce -0.3% | 11,674 | $481K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $467K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $466K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,307 | $466K |
| NorthRock Partners, LLC | 0.02% | No change | 11,285 | $465K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,204 | $462K |
| XY Planning Network, Inc. | 0.31% | No change | 11,112 | $458K |
| Elevate Wealth Advisory, Inc. | 0.32% | Add +0.2% | 11,093 | $457K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 11,041 | $455K |
| Quad-Cities Investment Group, LLC | 0.22% | Reduce -3.9% | 10,983 | $453K |
| Ascent Group, LLC | 0.02% | No change | 10,849 | $447K |
| Liberty Capital Management, Inc. | 0.10% | No change | 10,742 | $443K |
| Fortress Wealth Management, Inc. | 0.23% | Reduce -5.3% | 10,675 | $440K |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 10,594 | $437K |
| Steele Capital Management, Inc. | 0.02% | New | 10,564 | $435K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -3.6% | 10,565 | $435K |
| GDS Wealth Management | 0.04% | No change | 10,485 | $432K |
| NCM Capital Management, LLC | 0.19% | No change | 10,465 | $431K |
| Debussy Capital Management LP | 0.07% | Add +22.4% | 10,440 | $430K |
| Brookstone Capital Management | 0.01% | Add +0.1% | 10,399 | $429K |
| Cross Staff Investments Inc | 0.32% | No change | 10,391 | $428K |
| First Western Trust Bank | 0.02% | Reduce -0.4% | 10,381 | $428K |
| CVA Family Office, LLC | 0.07% | Add +0.4% | 10,346 | $426K |
| Rockwood Wealth Management, LLC | 0.04% | Add +28.0% | 10,227 | $421K |
| WoodTrust Financial Corp | 0.06% | No change | 10,081 | $415K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $413K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 10,000 | $412K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,985 | $411K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,942 | $410K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.4% | 9,924 | $409K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +0.0% | 9,901 | $408K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | No change | 10,672 | $405K |
| SteelPeak Wealth, LLC | 0.02% | No change | 9,651 | $398K |
| Monument Group Wealth Advisors, LLC | 0.28% | No change | 9,645 | $398K |
| Accredited Investors Inc. | 0.02% | Reduce -1.9% | 9,636 | $397K |
| Oakworth Capital, Inc. | 0.03% | Add +49.4% | 9,578 | $395K |
| Northeast Planning Associates, Inc. / NH / | 0.33% | No change | 9,551 | $394K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $388K |
| Cozad Asset Management Inc. | 0.04% | Reduce -11.0% | 9,375 | $386K |
| Avant Financial Advisors LLC | 0.35% | No change | 9,363 | $386K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.6% | 9,277 | $382K |
| RFG Advisory, LLC | 0.01% | Add +4.3% | 9,256 | $381K |
| Mullaney, Keating & Wright, Inc. | 0.26% | No change | 9,210 | $380K |
| Avestar Capital, LLC | 0.04% | No change | 9,163 | $378K |
| Betterment LLC | 0.00% | Add +4.2% | 9,097 | $375K |
| Ironwood Financial, llc | 0.08% | Reduce -2.2% | 9,070 | $374K |
| 49 Wealth Management, LLC | 0.04% | Add +0.4% | 9,013 | $371K |
| Live Oak Private Wealth LLC | 0.06% | No change | 8,962 | $369K |
| Summit Asset Management, LLC | 0.06% | Add +0.4% | 8,959 | $369K |
| Lido Advisors, LLC | 0.00% | No change | 8,905 | $367K |
| Procyon Advisors, LLC | 0.02% | No change | 8,864 | $365K |
| Goldstein Advisors, LLC | 0.05% | No change | 8,819 | $363K |
| Bridges Investment Management Inc. | 0.01% | No change | 8,794 | $362K |
| Citadel Advisors | 0.00% | New | 8,791 | $362K |
| M1 Capital Management LLC | 0.22% | No change | 8,666 | $357K |
| Fisher Asset Management | 0.00% | New | 8,644 | $356K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.4% | 8,626 | $355K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $352K |
| AlTi Global, Inc. | 0.01% | Reduce -4.2% | 8,530 | $352K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -9.9% | 8,478 | $349K |
| RB Capital Management, LLC | 0.09% | Add +0.0% | 8,361 | $345K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.3% | 9,462 | $343K |
| Newton One Investments LLC | 0.12% | Add +0.4% | 8,318 | $343K |
| Physician Wealth Solutions Inc. | 0.17% | No change | 8,307 | $342K |
| Warburton Capital Management, LLC | 0.25% | Add +0.4% | 8,264 | $340K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $339K |
| Montz Harcus Wealth Management LLC | 0.18% | New | 7,947 | $328K |
| Optima Capital LLC | 0.21% | No change | 7,912 | $326K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $317K |
| Integrity Wealth Solutions LLC | 0.17% | Add +0.4% | 7,663 | $316K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 7,653 | $315K |
| Aviance Capital Partners, LLC | 0.04% | New | 7,638 | $315K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $309K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $308K |
| Lantz Financial LLC | 0.08% | No change | 7,406 | $305K |
| Kathleen S. Wright Associates Inc. | 0.13% | No change | 7,348 | $303K |
| Elser Financial Planning, Inc | 0.42% | Reduce -99.3% | 7,327 | $302K |
| UMB Bank, n.a. | 0.01% | No change | 7,299 | $301K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $298K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 7,219 | $297K |
| Grandfield & Dodd, LLC | 0.02% | No change | 7,208 | $297K |
| MB Generational Wealth, LLC | 0.22% | No change | 7,193 | $296K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,188 | $296K |
| Mission Hills Financial Advisory, LLC | 0.20% | No change | 7,149 | $295K |
| Caldwell Trust Co | 0.03% | No change | 7,089 | $292K |
| Grove Street Fiduciary, LLC | 0.15% | No change | 7,042 | $290K |
| Cambridge Financial Group, LLC | 0.12% | Add +0.1% | 7,030 | $288K |
| Whalen Wealth Management Inc. | 0.19% | Add +0.4% | 6,923 | $285K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,809 | $281K |
| Leeward Financial Partners, LLC | 0.10% | No change | 6,805 | $280K |
| Advisors Capital Management, LLC | 0.00% | New | 6,748 | $278K |
| Operose Advisors LLC | 0.09% | Reduce -5.0% | 6,744 | $278K |
| Maryland Capital Advisors Inc. | 0.12% | No change | 6,714 | $277K |
| Waterfront Wealth Inc. | 0.07% | No change | 6,654 | $274K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -2.1% | 6,646 | $274K |
| High Probability Advisors, LLC | 0.05% | No change | 6,646 | $274K |
| Aurdan Capital Management, LLC | 0.10% | No change | 6,644 | $274K |
| Motco | 0.03% | No change | 6,502 | $268K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,468 | $267K |
| Lockerman Financial Group, Inc. | 0.40% | No change | 6,433 | $265K |
| Compass Capital Corp. /Ma/ | 0.14% | Reduce -47.3% | 7,141 | $265K |
| Disciplined Investors, L.L.C. | 0.24% | Reduce -1.7% | 6,432 | $265K |
| Fiduciary Family Office, LLC | 0.09% | New | 6,366 | $262K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 6,310 | $260K |
| Delta Financial Group, Inc. | 0.06% | No change | 6,196 | $260K |
| VestGen Advisors, LLC | 0.01% | — | 6,306 | $260K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $259K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $259K |
| Sterling Wealth Advisors Inc | 0.20% | No change | 6,250 | $258K |
| KM Capital Management Ltd. | 0.14% | Reduce -20.4% | 6,248 | $257K |
| Planning Directions Inc. | 0.11% | New | 6,189 | $255K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,118 | $252K |
| Essential Planning, LLC. | 0.10% | Reduce -98.5% | 6,075 | $250K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,053 | $249K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -1.5% | 6,053 | $249K |
| ORG Partners LLC | 0.06% | No change | 6,060 | $249K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.4% | 6,049 | $249K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,965 | $246K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,963 | $246K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 5,954 | $245K |
| CGN Advisors LLC | 0.02% | New | 5,938 | $245K |
| Intrua Financial, LLC | 0.04% | Reduce -13.2% | 5,927 | $244K |
| Lauer Wealth, LLC | 0.19% | Reduce -44.8% | 6,150 | $242K |
| Bull Oak Capital, LLC | 0.13% | No change | 5,850 | $241K |
| OLIO Financial Planning | 0.08% | Add +0.4% | 5,817 | $240K |
| AlphaCore Capital LLC | 0.02% | New | 5,795 | $239K |
| Vantage Point Financial LLC | 0.12% | No change | 5,792 | $239K |
| Rise Advisors, LLC | 0.11% | Add +0.4% | 5,777 | $238K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,742 | $237K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $235K |
| HWG Holdings LP | 0.10% | No change | 5,696 | $235K |
| Safeguard Financial, LLC | 0.05% | Reduce -57.8% | 5,653 | $233K |
| Well Done, LLC | 0.04% | No change | 5,684 | $233K |
| Everhart Financial Group, Inc. | 0.03% | New | 5,591 | $230K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.9% | 5,570 | $230K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $228K |
| Ritholtz Wealth Management | 0.01% | New | 5,530 | $228K |
| Five Oceans Advisors | 0.11% | Reduce -4.8% | 5,496 | $226K |
| Archer Investment Management, LLC | 0.15% | Reduce -42.0% | 5,405 | $223K |
| Vawter Financial, Ltd. | 0.12% | No change | 5,350 | $220K |
| Norden Group LLC | 0.03% | Add +0.4% | 5,326 | $219K |
| Bell Bank | 0.01% | No change | 5,306 | $219K |
| HUB Investment Partners, LLC | 0.01% | New | 5,203 | $214K |
| Mgo One Seven LLC | 0.01% | Add +0.6% | 5,200 | $214K |
| Harbour Investments, Inc. | 0.01% | Add +1.7% | 5,175 | $213K |
| One Degree Advisors Inc | 0.09% | Add +0.2% | 5,116 | $210K |
| HBK Sorce Advisory LLC | 0.01% | New | 5,057 | $208K |
| Wedbush Securities Inc. | 0.01% | New | 5,058 | $208K |
| Tableaux LLC | 0.15% | Reduce -2.5% | 5,046 | $208K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 5,007 | $206K |
| Clear Creek Financial Management, LLC | 0.02% | New | 4,998 | $206K |
| Wealth Advisors of Iowa, LLC | 0.09% | Reduce -16.7% | 4,986 | $205K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $203K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $203K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Add +0.4% | 4,917 | $203K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,901 | $202K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $200K |
| Reyes Financial Architecture, Inc. | 0.15% | No change | 4,845 | $200K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.9% | 4,633 | $191K |
| Sittner & Nelson, LLC | 0.08% | Add +75.9% | 4,511 | $186K |
| Continuum Advisory, LLC | 0.02% | No change | 4,441 | $183K |
| SouthState Bank Corp | 0.01% | New | 4,425 | $182K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,993 | $165K |
| IFP Advisors, Inc | 0.00% | Add +2.4% | 3,783 | $156K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $153K |
| Howe & Rusling Inc. | 0.01% | No change | 3,677 | $152K |
| Grand Wealth Management, LLC | 0.08% | Reduce -1.9% | 3,581 | $148K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,542 | $146K |
| Assetmark, Inc. | 0.00% | Add +215.8% | 3,300 | $136K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -4.2% | 3,275 | $135K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,225 | $133K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +2.1% | 3,212 | $132K |
| PrairieView Partners, LLC | 0.01% | No change | 2,944 | $121K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 2,895 | $119K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $117K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.4% | 2,748 | $113K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $111K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,487 | $102K |
| Orion Capital Management LLC | 0.04% | No change | 2,465 | $102K |
| Aspect Partners, LLC | 0.05% | No change | 2,244 | $92K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,148 | $89K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,127 | $88K |
| American Capital Advisory, LLC | 0.05% | No change | 2,032 | $84K |
| JDM Financial Group LLC | 0.04% | No change | 1,898 | $78K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $77K |
| Compass Wealth Management LLC | 0.02% | New | 1,734 | $71K |
| Asset Dedication, LLC | 0.01% | New | 1,715 | $71K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 1,630 | $67K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.3% | 1,620 | $67K |
| Principal Securities, Inc. | 0.00% | No change | 1,628 | $67K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,431 | $58K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $58K |
| Delta Asset Management LLC | 0.01% | No change | 1,383 | $57K |
| Bessemer Group Inc. | 0.00% | No change | 1,344 | $56K |
| BlackRock, Inc. | 0.00% | No change | 1,351 | $56K |
| CX Institutional | 0.00% | New | 1,289 | $53K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $53K |
| Evermay Wealth Management LLC | 0.01% | Reduce -19.1% | 1,275 | $53K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.3% | 1,254 | $52K |
| Arax Advisory Partners | 0.00% | New | 1,253 | $52K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 1,180 | $49K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,144 | $47K |
| Gleason Group, Inc. | 0.01% | Reduce -11.6% | 1,076 | $44K |
| Ridgewood Investments LLC | 0.02% | No change | 1,069 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,061 | $44K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 1,000 | $41K |
| Investors Research Corp | 0.01% | No change | 954 | $39K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.5% | 835 | $34K |
| Fortitude Family Office, LLC | 0.01% | No change | 790 | $33K |
| City State Bank | 0.01% | No change | 744 | $31K |
| United Community Bank | 0.01% | New | 649 | $27K |
| Truvestments Capital LLC | 0.01% | Add +0.3% | 621 | $26K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $26K |
| S.A. Mason LLC | 0.01% | No change | 603 | $25K |
| Olde Wealth Management, LLC | 0.01% | New | 572 | $23K |
| Archer Investment Corp | 0.01% | No change | 518 | $21K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 500 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $19K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 448 | $18K |
| Steph & Co. | 0.01% | No change | 446 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 414 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $15K |
| Bare Financial Services, Inc | 0.00% | No change | 208 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $8K |
| Transce3nd, LLC | 0.00% | No change | 185 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 168 | $7K |
| Studio Investment Management LLC | 0.00% | Reduce -45.7% | 139 | $6K |
| Abound Financial, LLC | 0.00% | New | 110 | $5K |
| Kings Path Partners LLC | 0.00% | No change | 101 | $4K |
| Tsfg, LLC | 0.00% | No change | 80 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 49 | $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.