Dimensional US Marketwide VaDFUVETF
13F holders, Q2 2025 (June 30)674holders +4
29new positions
24sold out
3famous investors
$42.30avg. 13F price*
At the end of Q2 2025, 674 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 4 from Q1 2025. 29 opened new positions and 24 sold out. The largest holders were Mercer Global Advisors Inc. ($1.5B), Envestnet Asset Management Inc. ($1.3B) and Savant Capital, LLC ($688.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $31.6M |
| Exits | 24 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 7,196,330 shares bought and 8,674,095 shares sold, net −1,477,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| Mercer Global Advisors Inc. | 3.43% | Add +5.5% | 36,099,868 | $1.5B |
| Envestnet Asset Management Inc. | 0.39% | Add +4.2% | 31,752,400 | $1.3B |
| Savant Capital, LLC | 4.95% | Reduce -3.4% | 16,292,388 | $688.8M |
| Focus Partners Wealth | 1.23% | Reduce -10.1% | 13,365,832 | $565.1M |
| Corient Private Wealth LP | 0.46% | Reduce -21.6% | 8,254,673 | $349.0M |
| Northern Trust Corp. | 0.04% | Reduce -0.8% | 6,088,638 | $257.4M |
| Plancorp, LLC | 8.80% | Reduce -5.1% | 6,006,250 | $253.9M |
| Index Fund Advisors, Inc. | 12.50% | Reduce -2.6% | 5,267,199 | $222.7M |
| Creative Planning | 0.19% | Reduce -0.8% | 5,251,545 | $222.0M |
| HighTower Advisors, LLC | 0.24% | Reduce -3.9% | 4,588,718 | $194.0M |
| Focus Partners Advisor Solutions, LLC | 2.56% | Reduce -2.5% | 4,538,175 | $191.9M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +0.1% | 2,840,265 | $122.7M |
| TCI Wealth Advisors, Inc. | 7.95% | Add +10.8% | 2,741,948 | $115.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.61% | Reduce -1.1% | 2,730,157 | $115.4M |
| Cerity Partners LLC | 0.20% | Add +8.8% | 2,630,826 | $111.2M |
| Modera Wealth Management, LLC | 1.19% | Reduce -1.6% | 2,273,790 | $96.1M |
| Maseco LLP | 3.34% | — | 2,078,846 | $87.9M |
| Truepoint, Inc. | 2.12% | Add +9.7% | 2,010,213 | $85.0M |
| Trust Co of the South | 13.40% | Reduce -0.8% | 1,784,627 | $75.5M |
| Jackson Thornton Wealth Management, LLC | 8.42% | Reduce -0.3% | 1,715,438 | $73.5M |
| Pathstone Holdings, LLC | 0.24% | Reduce -1.8% | 1,416,740 | $59.9M |
| Choreo, LLC | 0.82% | Reduce -12.4% | 1,395,734 | $59.0M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +0.7% | 1,374,720 | $58.1M |
| LPL Financial LLC | 0.02% | Add +0.7% | 1,340,471 | $56.7M |
| Foster Group, Inc. | 1.93% | Reduce -0.4% | 1,332,959 | $56.4M |
| Evanson Asset Management, LLC | 3.48% | Add +1.0% | 1,324,237 | $56.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 1,321,744 | $55.9M |
| Beaird Harris Wealth Management, LLC | 4.25% | Add +1.1% | 1,298,554 | $54.9M |
| Forum Financial Management, LP | 0.78% | Reduce -0.7% | 1,206,382 | $51.0M |
| RW Investment Management LLC | 5.63% | Reduce -0.3% | 1,195,403 | $50.5M |
| Willow Creek Wealth Management Inc. | 4.13% | Reduce -1.0% | 1,085,073 | $45.9M |
| Sachem Hill LLC | 9.23% | Reduce -1.3% | 1,069,772 | $45.2M |
| Team Hewins, LLC | 16.10% | Reduce -1.8% | 1,055,864 | $44.6M |
| Root Financial Partners, LLC | 3.90% | Reduce -29.9% | 954,172 | $40.3M |
| Porter White Investment Advisors, Inc. | 18.79% | Reduce -0.4% | 954,169 | $40.3M |
| TFC Financial Management, Inc. | 5.45% | Reduce -0.1% | 941,019 | $39.8M |
| Heritage Investment Group, Inc. | 6.82% | Reduce -1.1% | 936,355 | $39.6M |
| Triune Financial Partners, LLC | 10.59% | Reduce -0.9% | 909,915 | $38.5M |
| Wescott Financial Advisory Group, LLC | 3.43% | Reduce -0.3% | 846,904 | $35.8M |
| Apella Capital, LLC | 0.96% | Add +71.6% | 833,172 | $35.6M |
| Sax Wealth Advisors, LLC | 2.11% | Reduce -3.0% | 827,304 | $35.0M |
| Planning Center, Inc. | 3.73% | Add +3.4% | 797,081 | $33.7M |
| Monograph Wealth Advisors, LLC | 4.13% | Add +20.5% | 792,768 | $33.5M |
| Keb Asset Management, LLC | 8.31% | Reduce -3.9% | 789,310 | $33.4M |
| Dixon Fnancial Services, Inc. | 16.47% | Reduce -0.5% | 771,282 | $32.6M |
| Tillman Hartley LLC | 9.07% | Reduce -10.6% | 759,096 | $32.1M |
| Efficient Frontier Advisors LLC | 20.33% | Reduce -5.7% | 757,534 | $32.0M |
| Timonier Family Office, LTD. | 11.91% | Add +4.0% | 753,224 | $31.8M |
| Disciplined Equity Management, Inc. | 18.54% | Add +9.5% | 746,866 | $31.6M |
| Cardiff Park Advisors, LLC | 2.73% | Add +0.1% | 746,295 | $31.6M |
| Wealth Architects, LLC | 3.14% | Add +2.6% | 731,241 | $30.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.3% | 728,071 | $30.8M |
| Allworth Financial LP | 0.15% | Reduce -0.3% | 726,137 | $30.7M |
| Aspiriant, LLC | 0.97% | Add +2.6% | 720,613 | $30.5M |
| Mariner, LLC | 0.04% | Add +35.4% | 713,493 | $30.2M |
| Wealth Management Nebraska | 4.07% | Add +0.2% | 713,723 | $30.1M |
| Integrated Wealth Concepts LLC | 0.30% | Add +0.9% | 707,556 | $29.9M |
| Parkwoods Wealth Partners, LLC | 16.89% | Add +2.2% | 692,196 | $29.3M |
| McLean Asset Management Corp | 7.61% | Reduce -1.5% | 674,635 | $29.0M |
| Heritage Wealth Management, Inc./Texas | 14.15% | Reduce -7.5% | 673,361 | $28.5M |
| Symmetry Partners, LLC | 3.36% | Reduce -4.7% | 645,665 | $27.3M |
| Premier Financial Group | 7.05% | — | 589,956 | $25.4M |
| Mission Wealth Management, LP | 0.55% | Add +0.8% | 592,462 | $25.0M |
| Mather Group, Llc. | 0.27% | Reduce -5.1% | 590,903 | $25.0M |
| Meritas Wealth Management, LLC | 13.69% | Reduce -1.7% | 589,224 | $24.9M |
| ShankerValleau Wealth Advisors, Inc. | 7.09% | Add +0.9% | 587,758 | $24.9M |
| Moisand Fitzgerald Tamayo, LLC | 3.06% | Reduce -2.5% | 572,044 | $24.2M |
| LRI Investments, LLC | 1.97% | Add +3.7% | 549,843 | $23.2M |
| TFO Wealth Partners, LLC | 4.09% | Add +0.2% | 549,037 | $23.2M |
| Earned Wealth Advisors, LLC | 4.50% | Add +1.3% | 543,210 | $23.0M |
| WorthPointe, LLC | 9.52% | Add +0.3% | 535,481 | $22.6M |
| 1900 Wealth Management LLC | 1.69% | Reduce -2.5% | 529,134 | $22.4M |
| Bayshore Asset Management, LLC | 9.82% | Reduce -2.0% | 508,436 | $21.5M |
| American Investment Services, Inc. | 5.37% | Reduce -41.5% | 497,425 | $21.0M |
| WPWealth LLP | 3.69% | Add +41.7% | 484,180 | $20.5M |
| Benningfield Financial Advisors, LLC | 17.53% | Add +5.4% | 480,296 | $20.3M |
| Factor Wealth Management LTD | 5.48% | Add +4.9% | 473,382 | $20.0M |
| DiNuzzo Private Wealth, Inc. | 2.37% | Reduce -1.4% | 472,193 | $20.0M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 471,482 | $19.9M |
| Investmark Advisory Group LLC | 9.32% | Reduce -7.1% | 470,529 | $19.9M |
| Legacy Financial Group, Inc. | 5.68% | Add +1.1% | 454,608 | $19.2M |
| Baker Boyer National Bank | 6.62% | Reduce -2.8% | 454,213 | $19.2M |
| Dopkins Wealth Management, LLC | 8.60% | Add +0.6% | 453,430 | $19.2M |
| RS Crum Inc. | 4.52% | Add +6.5% | 446,275 | $18.9M |
| Kooman & Associates | 6.26% | Add +0.7% | 438,020 | $18.5M |
| Prudent Man Investment Management, Inc. | 10.25% | Reduce -0.2% | 451,218 | $18.5M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -1.1% | 421,576 | $17.8M |
| Juncture Wealth Strategies, LLC | 6.33% | Reduce -12.1% | 421,448 | $17.8M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -34.7% | 414,802 | $17.5M |
| Claris Advisors, LLC / Mo / | 5.80% | Reduce -7.6% | 393,977 | $16.7M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -3.9% | 388,473 | $16.4M |
| Grunden Financial Advisory, Inc. | 7.07% | Reduce -1.3% | 378,925 | $16.0M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +0.5% | 376,082 | $15.9M |
| PBMares Wealth Management LLC | 2.82% | Add +1.2% | 364,462 | $15.4M |
| Cetera Investment Advisers | 0.03% | Reduce -3.1% | 362,103 | $15.3M |
| Pillar Financial Advisors, LLC | 10.33% | Reduce -0.1% | 353,768 | $15.0M |
| Ruedi Wealth Management, Inc. | 4.42% | Reduce -0.5% | 352,788 | $14.9M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -3.5% | 348,017 | $14.7M |
| Mosaic Family Wealth Partners, LLC | 1.84% | Reduce -1.1% | 342,052 | $14.5M |
| Austin Asset Management Co Inc | 2.90% | Add +0.1% | 338,390 | $14.3M |
| Larson Financial Group LLC | 0.57% | Reduce -3.1% | 333,026 | $14.1M |
| UBS Group AG | 0.00% | Add +16.3% | 328,204 | $13.9M |
| Pinney & Scofield, Inc. | 9.37% | Reduce -0.7% | 327,255 | $13.8M |
| Spire Wealth Management | 0.48% | Add +0.3% | 318,192 | $13.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.46% | Add +0.3% | 317,230 | $13.4M |
| Navigoe, LLC | 10.03% | Reduce -3.6% | 314,338 | $13.3M |
| Andrews, Lucia Wealth Management LLC | 8.52% | Reduce -16.5% | 310,126 | $13.1M |
| Atlantic Union Bankshares Corp | 0.30% | New | 309,390 | $13.1M |
| Confluence Wealth Services, Inc. | 0.71% | Add +13.5% | 306,141 | $12.9M |
| Altiora Financial Group, LLC | 2.51% | Reduce -1.3% | 303,439 | $12.8M |
| Diversified Portfolios, Inc. | 1.22% | Reduce -0.1% | 303,069 | $12.8M |
| Sterling Wealth Management, Inc. | 4.31% | — | 299,255 | $12.7M |
| EP Wealth Advisors, LLC | 0.08% | Add +17.7% | 288,112 | $12.2M |
| New Dimensions Wealth Management, LLC | 10.90% | Add +0.5% | 279,679 | $11.9M |
| Kraft Asset Management, LLC | 11.06% | Reduce -4.5% | 281,152 | $11.9M |
| Squire Investment Management Company, LLC | 4.38% | Reduce -3.2% | 280,810 | $11.9M |
| Summit Wealth Group, LLC | 3.05% | Reduce -1.8% | 280,608 | $11.9M |
| Addison Advisors LLC | 2.94% | Reduce -9.0% | 278,489 | $11.8M |
| Graves Light Lenhart Wealth, Inc. | 1.37% | Add +6.2% | 272,236 | $11.5M |
| Morgan Stanley | 0.00% | Add +20.7% | 266,555 | $11.3M |
| Bridgewater Advisors Inc. | 0.85% | Add +0.1% | 257,484 | $11.1M |
| Lauterbach Financial Advisors, LLC | 6.08% | Reduce -0.3% | 261,559 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.2% | 256,865 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Add +23.8% | 256,118 | $10.8M |
| BIP Wealth, LLC | 0.67% | Add +4.4% | 255,987 | $10.8M |
| Compound Planning, Inc. | 0.39% | Reduce -16.1% | 244,044 | $10.3M |
| RTD Financial Advisors, Inc. | 1.31% | Reduce -0.9% | 241,535 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 241,144 | $10.2M |
| Simplicity Wealth,LLC | 0.41% | Add +100.7% | 234,898 | $9.9M |
| Vestia Personal Wealth Advisors | 6.76% | Add +11.4% | 233,367 | $9.9M |
| JDH Wealth Management, LLC | 7.37% | Add +5.9% | 227,770 | $9.6M |
| MAI Capital Management | 0.06% | Reduce -10.6% | 220,639 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +8.2% | 216,908 | $9.2M |
| Capstone Wealth Management, LLC | 7.80% | Add +5.3% | 210,412 | $8.9M |
| Tobias Financial Advisors, Inc. | 1.52% | Reduce -0.7% | 210,155 | $8.9M |
| Versant Capital Management, Inc | 1.34% | Add +31.1% | 208,527 | $8.8M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.3% | 206,188 | $8.7M |
| Rf&l Wealth Management, LLC | 5.61% | Add +0.3% | 205,996 | $8.7M |
| Burk Holdings LLC | 5.39% | Add +0.1% | 203,636 | $8.6M |
| VSM Wealth Advisory, LLC | 2.84% | Add +20207.4% | 203,074 | $8.6M |
| Level Financial Advisors | 2.63% | Reduce -0.2% | 199,691 | $8.4M |
| M Holdings Securities, Inc. | 1.40% | Add +112.8% | 193,132 | $8.2M |
| Werba Rubin Papier Wealth Management | 1.49% | Reduce -8.7% | 187,485 | $7.9M |
| Peirce Capital Management, LLC | 3.50% | Add +0.7% | 186,553 | $7.9M |
| Financial Harvest, LLC | 5.87% | New | 185,603 | $7.8M |
| Strathmore Capital Advisors, Inc. | 3.37% | — | 177,443 | $7.6M |
| AQR Capital Management | 0.01% | Add +73.7% | 177,302 | $7.5M |
| EverSource Wealth Advisors, LLC | 0.33% | Add +38.1% | 173,672 | $7.3M |
| Ariadne Wealth Management, LP | 3.48% | Reduce -17.9% | 166,849 | $7.3M |
| Sprinkle Financial Consultants LLC | 4.38% | Reduce -25.6% | 169,622 | $7.2M |
| Aegis Wealth Management LLC | 4.30% | No change | 173,864 | $7.2M |
| Strategic Investment Solutions, Inc. | 2.15% | Reduce -21.3% | 167,712 | $7.1M |
| TruNorth Capital Management, LLC | 1.54% | Reduce -0.1% | 163,735 | $6.9M |
| Exencial Wealth Advisors, LLC | 0.24% | Reduce -6.3% | 161,656 | $6.8M |
| Seneschal Advisors, LLC | 5.38% | Add +0.8% | 161,476 | $6.8M |
| Bank of America Corp. | 0.00% | Add +32.7% | 158,515 | $6.7M |
| Wealthstream Advisors, Inc. | 1.10% | Reduce -0.1% | 157,058 | $6.6M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 156,909 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.3% | 154,479 | $6.5M |
| JFS Wealth Advisors, LLC | 0.41% | Reduce -4.9% | 151,338 | $6.4M |
| Kondo Wealth Advisors, Inc. | 2.82% | Add +0.9% | 149,426 | $6.4M |
| CarsonAllaria Wealth Management, Ltd. | 3.42% | Reduce -0.1% | 150,923 | $6.4M |
| Cherry Tree Wealth Management, LLC | 1.47% | Reduce -0.1% | 149,565 | $6.3M |
| Embree Financial Group | 0.94% | Reduce -21.4% | 147,416 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +12.5% | 146,694 | $6.2M |
| Shearwater Capital LLC | 3.85% | No change | 144,613 | $6.1M |
| WNY Asset Management, LLC | 0.66% | Reduce -3.0% | 142,017 | $6.0M |
| Northwest Wealth Management, LLC | 1.06% | Add +3.0% | 138,330 | $5.8M |
| EnRich Financial Partners LLC | 1.77% | Reduce -1.9% | 136,489 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 134,576 | $5.7M |
| First National Bank Sioux Falls | 2.08% | No change | 134,254 | $5.7M |
| Gradient Capital Advisors, LLC | 1.67% | Add +3.3% | 133,613 | $5.6M |
| BOK Financial Private Wealth, Inc. | 0.37% | Reduce -0.0% | 132,564 | $5.6M |
| Colorado Capital Management, Inc. | 2.40% | Reduce -16.5% | 132,521 | $5.6M |
| Lutz Financial Services LLC | 0.43% | Reduce -1.5% | 130,688 | $5.5M |
| Lam Group, Inc. | 3.68% | Add +0.0% | 130,267 | $5.5M |
| Builder Investment Group Inc. | 1.33% | No change | 127,393 | $5.4M |
| Abacus Wealth Partners, LLC | 0.82% | Reduce -8.4% | 127,386 | $5.4M |
| Visionary Wealth Advisors | 0.27% | Add +4.3% | 125,704 | $5.3M |
| GEM Asset Management, LLC | 2.69% | Reduce -0.3% | 122,840 | $5.2M |
| Verdence Capital Advisors LLC | 0.35% | No change | 120,891 | $5.1M |
| Annandale Capital, LLC | 0.92% | Add +1.7% | 118,214 | $5.0M |
| Hemington Wealth Management | 0.72% | No change | 117,940 | $5.0M |
| Evensky & Katz LLC | 0.30% | Reduce -2.0% | 117,279 | $5.0M |
| Total Wealth Planning, LLC | 0.62% | Reduce -3.3% | 116,292 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.6% | 113,073 | $4.8M |
| Intelligent Financial Strategies | 2.49% | Reduce -2.3% | 110,788 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.3% | 108,277 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +0.0% | 107,972 | $4.6M |
| Yeomans Consulting Group, Inc. | 1.88% | Add +3.9% | 106,269 | $4.5M |
| FMB Wealth Management | 2.15% | Add +1.2% | 107,000 | $4.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -3.0% | 106,696 | $4.5M |
| SwitchPoint Financial Planning, LLC | 3.57% | Reduce -5.1% | 103,100 | $4.4M |
| Trace Wealth Advisors, LLC | 3.49% | Add +0.5% | 101,158 | $4.3M |
| Vannoy Advisory Group, Inc. | 2.94% | Add +0.9% | 100,719 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 100,203 | $4.2M |
| PFG Advisors | 0.20% | Add +7.0% | 100,144 | $4.2M |
| Weinberger Asset Management, Inc | 1.62% | Add +14.3% | 99,415 | $4.2M |
| Investment Advisory Group, LLC | 1.26% | No change | 98,192 | $4.2M |
| AG Asset Advisory, LLC | 3.61% | Add +2.8% | 98,134 | $4.1M |
| Summit Financial Strategies, Inc. | 0.38% | Reduce -0.0% | 96,558 | $4.1M |
| HMV Wealth Advisors, LLC | 2.55% | Add +24.7% | 92,068 | $3.9M |
| Pacific Asset Management, LLC | 3.13% | Reduce -5.6% | 92,013 | $3.9M |
| CFS Investment Advisory Services, LLC | 0.31% | Reduce -5.2% | 90,476 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +6.4% | 89,837 | $3.8M |
| FMR LLC | 0.00% | Add +9.3% | 89,606 | $3.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +0.0% | 87,525 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.3% | 86,571 | $3.7M |
| Parkworth Wealth Management, Inc. | 2.63% | Reduce -0.8% | 86,301 | $3.6M |
| Tumwater Wealth Management, LLC | 1.66% | No change | 84,677 | $3.6M |
| Cwm, LLC | 0.01% | Add +3.4% | 80,712 | $3.4M |
| Wealth Advisors Northwest LLC | 1.80% | Reduce -3.9% | 80,621 | $3.4M |
| Bridge Generations Wealth Management LLC | 2.03% | Reduce -19.3% | 79,311 | $3.4M |
| Aspen Capital Management, LLC | 0.93% | Reduce -1.3% | 78,330 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Add +1.8% | 75,617 | $3.2M |
| WASHINGTON TRUST Co | 0.11% | No change | 75,104 | $3.2M |
| Clearstead Advisors, LLC | 0.04% | Reduce -8.9% | 74,353 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 74,249 | $3.1M |
| Martin Worley Group | 1.50% | No change | 72,297 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 72,060 | $3.0M |
| Zhang Financial LLC | 0.14% | Reduce -0.9% | 69,684 | $2.9M |
| Jentner Corp | 0.79% | Reduce -10.8% | 69,363 | $2.9M |
| Quantinno Capital Management LP | 0.01% | Add +92.7% | 69,321 | $2.9M |
| Axis Wealth Partners, LLC | 1.92% | Add +3.3% | 69,277 | $2.9M |
| BWM Planning, LLC | 0.99% | No change | 67,707 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +0.1% | 67,602 | $2.9M |
| Disciplined Investments, LLC | 1.20% | Add +1.3% | 67,289 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.08% | Reduce -0.3% | 66,509 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.07% | No change | 66,155 | $2.8M |
| ARK & TLK Investments, LLC | 0.89% | Add +1.5% | 65,425 | $2.8M |
| Regions Financial Corp. | 0.02% | No change | 65,327 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | — | 65,323 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +0.6% | 64,652 | $2.7M |
| Clarity Capital Advisors, LLC | 1.57% | Reduce -2.2% | 63,689 | $2.7M |
| Woodside Wealth Management LLC | 2.30% | Reduce -0.1% | 63,076 | $2.7M |
| Melfa Wealth Management, Inc. | 1.69% | Reduce -0.9% | 63,068 | $2.7M |
| Westmount Partners, LLC | 0.70% | No change | 60,240 | $2.5M |
| Quantum Financial Advisors, LLC | 0.33% | Reduce -13.5% | 57,684 | $2.4M |
| Curi Capital, LLC | 0.05% | Add +40.3% | 57,113 | $2.4M |
| Foundation Wealth Management, LLC\PA | 1.04% | Add +0.0% | 56,948 | $2.4M |
| Fonville Wealth Management LLC | 0.60% | Reduce -2.2% | 55,807 | $2.4M |
| Cascade Wealth Advisors, Inc | 1.31% | Reduce -5.5% | 54,306 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.0% | 54,401 | $2.3M |
| Cypress Wealth Services, LLC | 0.41% | Reduce -1.7% | 53,841 | $2.3M |
| Family CFO Inc | 1.13% | Add +7.6% | 53,193 | $2.2M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.3% | 51,611 | $2.2M |
| Matauro, LLC | 0.42% | Reduce -8.4% | 52,835 | $2.2M |
| Poinciana Advisors Group, LLC | 1.98% | Reduce -0.2% | 51,953 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +61.1% | 51,820 | $2.2M |
| TAGStone Capital, Inc. | 0.90% | Add +1.4% | 51,317 | $2.2M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -0.8% | 51,421 | $2.2M |
| Warwick Investment Management, Inc. | 0.42% | Add +0.5% | 51,314 | $2.2M |
| Francis Financial, Inc. | 0.50% | Reduce -0.7% | 51,179 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Add +27.5% | 49,726 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 49,311 | $2.1M |
| Valued Wealth Advisors LLC | 1.08% | Reduce -4.8% | 49,133 | $2.1M |
| Sollinda Capital Management LLC | 0.54% | Add +25.5% | 48,741 | $2.1M |
| Cordant, Inc. | 0.96% | Add +28.0% | 46,908 | $2.0M |
| Stone Summit Wealth LLC | 0.61% | Reduce -6.5% | 46,692 | $2.0M |
| 25 LLC | 0.72% | Add +0.0% | 46,620 | $2.0M |
| Aurelius Family Office LLC | 0.92% | Reduce -6.8% | 46,021 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +10.2% | 46,012 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | — | 45,889 | $1.9M |
| Blair William & Co. | 0.01% | Add +3.9% | 45,331 | $1.9M |
| Blue Trust, Inc. | 0.02% | No change | 43,377 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -10.8% | 42,710 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -55.9% | 42,550 | $1.8M |
| Curio Wealth, LLC | 0.79% | Add +354050.0% | 42,498 | $1.8M |
| Tarbox Family Office, Inc. | 0.27% | Reduce -0.3% | 41,685 | $1.8M |
| Websterrogers Financial Advisors, LLC | 0.56% | Add +0.0% | 41,525 | $1.8M |
| IFG Advisors, LLC | 0.29% | Reduce -0.8% | 41,181 | $1.7M |
| Rialto Wealth Management, LLC | 0.48% | Add +0.0% | 40,493 | $1.7M |
| Smartleaf Asset Management LLC | 0.15% | Add +47.7% | 39,793 | $1.7M |
| Bannerman Wealth Management Group, LLC | 1.27% | Reduce -2.6% | 39,275 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.8% | 38,992 | $1.6M |
| LJI Wealth Management, LLC | 0.28% | Add +30.1% | 38,012 | $1.6M |
| Beacon Financial Advisory LLC | 0.41% | Add +2.0% | 37,062 | $1.6M |
| Kavar Capital Partners Group, LLC | 0.22% | Add +0.0% | 36,794 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -2.1% | 36,737 | $1.6M |
| Samalin Investment Counsel, LLC | 0.60% | Add +6.3% | 36,595 | $1.5M |
| Comerica Bank | 0.01% | No change | 36,357 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.3% | 35,785 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Add +12.2% | 35,386 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +84.3% | 35,195 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.5% | 35,159 | $1.5M |
| FAS Wealth Partners, Inc. | 0.11% | Add +0.5% | 34,971 | $1.5M |
| SJS Investment Consulting Inc. | 0.23% | Reduce -0.2% | 34,459 | $1.5M |
| Cloud Capital Management, LLC | 0.90% | Reduce -12.5% | 33,960 | $1.4M |
| Parkside Financial Bank & Trust | 0.15% | Reduce -3.1% | 33,988 | $1.4M |
| &partners | 0.01% | Add +101.8% | 33,446 | $1.4M |
| Quadcap Wealth Management, LLC | 0.18% | No change | 32,970 | $1.4M |
| Applied Capital LLC | 0.60% | Add +0.1% | 32,166 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.6% | 31,899 | $1.3M |
| RAM Investment Partners, LLC | 0.28% | No change | 31,834 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -93.3% | 31,800 | $1.3M |
| Busey Bank | 0.04% | No change | 31,112 | $1.3M |
| Farmers National Bank | 0.34% | Reduce -8.5% | 30,422 | $1.3M |
| Verus Wealth Management, LLC | 1.28% | No change | 30,208 | $1.3M |
| Bragg Financial Advisors, Inc | 0.05% | New | 29,836 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -1.3% | 29,786 | $1.3M |
| Angeles Wealth Management, LLC | 0.09% | Reduce -13.6% | 29,648 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +3.2% | 29,492 | $1.2M |
| Asset Planning Corporation | 0.66% | Reduce -13.5% | 29,156 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.1% | 28,572 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +2.8% | 28,387 | $1.2M |
| Kaufman Rossin Wealth, LLC | 0.76% | Reduce -4.6% | 28,349 | $1.2M |
| Wick Capital Partners, LLC | 0.31% | Reduce -94.5% | 1,574 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.82% | Reduce -17.8% | 28,275 | $1.2M |
| IFG Advisory, LLC | 0.06% | Add +3.3% | 28,221 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -1.9% | 27,992 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 27,741 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | New | 27,722 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -5.2% | 27,552 | $1.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 27,470 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.24% | Reduce -5.4% | 27,355 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +125.6% | 27,306 | $1.2M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.4% | 26,376 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +27.7% | 26,750 | $1.1M |
| Verus Financial Partners, Inc. | 0.12% | Add +0.4% | 26,314 | $1.1M |
| M Wealth Management, LLC | 1.04% | No change | 26,642 | $1.1M |
| Garde Capital, Inc. | 0.06% | No change | 26,598 | $1.1M |
| Clark Asset Management, LLC | 0.15% | Add +45.0% | 26,431 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +2.2% | 26,417 | $1.1M |
| Pictet North America Advisors SA | 0.11% | No change | 25,825 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.7% | 25,077 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -33.4% | 25,799 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Reduce -19.0% | 25,490 | $1.1M |
| LBMC Investment Advisors, LLC | 0.08% | Reduce -4.5% | 25,330 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.8% | 24,709 | $1.0M |
| Financial Council, LLC | 0.50% | No change | 24,585 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +1718.4% | 24,566 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.36% | No change | 23,717 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.9% | 23,644 | $1000K |
| Phillips Financial Management, LLC | 0.07% | Add +0.3% | 23,616 | $998K |
| Apollon Wealth Management, LLC | 0.02% | No change | 23,554 | $996K |
| BetterWealth, LLC | 0.25% | No change | 23,419 | $990K |
| Fort Point Capital Partners LLC | 0.10% | No change | 23,400 | $989K |
| Silver Oak Advisory Group, Inc. | 0.48% | No change | 23,407 | $989K |
| M&T Bank Corp | 0.00% | No change | 23,205 | $981K |
| Midwest Trust Co | 0.01% | — | 23,015 | $973K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 22,680 | $959K |
| Teachers Insurance & Annuity Association of America | 1.20% | No change | 22,672 | $959K |
| Cambria Investment Management, L.P. | 0.06% | New | 22,635 | $957K |
| Empowered Funds, LLC | 0.01% | New | 22,635 | $957K |
| Benchmark Wealth Management, LLC | 0.42% | Add +32.9% | 22,530 | $953K |
| Mustard Seed Financial, LLC | 0.68% | Add +0.0% | 22,219 | $939K |
| Allegiance Financial Group Advisory Services LLC | 0.25% | Reduce -4.0% | 22,114 | $935K |
| KDK Private Wealth Management, LLC | 0.97% | No change | 21,488 | $909K |
| MBM Wealth Consultants, LLC | 0.24% | No change | 21,375 | $904K |
| Balboa Wealth Partners | 0.18% | No change | 21,219 | $897K |
| Seaside Wealth Management, Inc. | 0.29% | Reduce -6.7% | 21,206 | $897K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +0.3% | 21,194 | $896K |
| Oak Wealth Advisors LLC | 0.57% | No change | 21,190 | $896K |
| David Wealth Management LLC | 0.66% | Reduce -1.5% | 21,032 | $889K |
| Marietta Wealth Management, LLC | 0.12% | Reduce -4.1% | 20,970 | $887K |
| XY Planning Network, Inc. | 0.30% | Add +85.3% | 20,588 | $870K |
| Kathmere Capital Management, LLC | 0.07% | Add +38.2% | 20,578 | $870K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 20,574 | $870K |
| Arbor Wealth Advisors LLC | 0.70% | No change | 20,543 | $869K |
| Absolute Capital Management, LLC | 0.44% | Reduce -8.3% | 20,532 | $868K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 20,509 | $867K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.1% | 20,478 | $866K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $862K |
| SVB Wealth LLC | 0.05% | Add +0.1% | 20,375 | $861K |
| Accredited Investor Services, LLC | 0.65% | Reduce -1.0% | 20,373 | $861K |
| Keybank National Association | 0.00% | No change | 20,332 | $860K |
| Awm Capital, LLC | 0.09% | Reduce -4.0% | 20,017 | $846K |
| Fifth Third Bancorp | 0.00% | Reduce -4.5% | 19,904 | $842K |
| CENTRAL TRUST Co | 0.02% | Add +48.7% | 19,826 | $838K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.3% | 19,700 | $833K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.7% | 19,218 | $813K |
| Running Point Capital Advisors, LLC | 0.22% | Reduce -0.1% | 19,181 | $811K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.7% | 19,048 | $807K |
| Amarillo National Bank | 0.15% | No change | 19,084 | $807K |
| IFP Advisors, Inc | 0.02% | Add +403.0% | 19,028 | $805K |
| Signaturefd, LLC | 0.01% | Reduce -1.7% | 18,989 | $803K |
| Commerce Bank | 0.00% | Reduce -13.6% | 18,832 | $796K |
| Drive Wealth Management, LLC | 0.17% | Reduce -2.8% | 18,724 | $792K |
| CRA Financial Services, LLC | 0.12% | Reduce -0.1% | 18,639 | $788K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,614 | $787K |
| Professional Financial Advisors, LLC | 0.18% | Add +0.5% | 18,456 | $780K |
| tru Independence LLC | 0.22% | Add +0.3% | 18,345 | $776K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 18,289 | $773K |
| Evoke Wealth, LLC | 0.02% | No change | 18,118 | $766K |
| Cornerstone Financial Group, LLC | 0.65% | Add +0.5% | 18,087 | $765K |
| Cherrydale Wealth Management, LLC | 0.26% | Reduce -0.6% | 17,935 | $758K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.2% | 17,911 | $757K |
| Red Tortoise LLC | 0.37% | No change | 17,856 | $755K |
| Renasant Bank | 0.50% | Reduce -1.4% | 17,757 | $751K |
| Falcon Wealth Planning | 0.07% | Reduce -1.3% | 17,426 | $737K |
| Key Financial Inc | 0.15% | No change | 17,351 | $734K |
| Berger Financial Group, Inc | 0.05% | Reduce -9.3% | 17,304 | $732K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 17,170 | $726K |
| Babb Wealth Advisors LLC | 0.54% | Reduce -0.0% | 17,148 | $725K |
| Summit Wealth Group LLC / Co. | 0.18% | — | 17,065 | $722K |
| Cathy Pareto & Associates, Inc. | 0.60% | Reduce -21.1% | 17,056 | $721K |
| Betterment LLC | 0.00% | Add +87.3% | 17,041 | $720K |
| Dakota Wealth Management | 0.02% | No change | 17,010 | $719K |
| Narus Financial Partners, LLC | 0.22% | Add +2.6% | 16,970 | $717K |
| Rather & Kittrell, Inc. | 0.14% | No change | 16,925 | $716K |
| Colonial Trust Co / SC | 0.10% | No change | 16,918 | $715K |
| Aerodigm Wealth, LLC | 0.34% | Reduce -4.8% | 16,821 | $711K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.4% | 16,768 | $709K |
| Longview Financial Advisors LLC | 0.44% | Add +0.0% | 16,487 | $697K |
| Vista Capital Partners, Inc. | 0.08% | Add +0.0% | 16,467 | $696K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -37.2% | 16,436 | $695K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 16,409 | $694K |
| Eaton Financial Holdings Company, LLC | 0.21% | New | 16,361 | $692K |
| Voisard Asset Management Group, Inc. | 0.18% | Add +0.0% | 16,187 | $684K |
| Waverly Advisors, LLC | 0.01% | Add +0.4% | 16,117 | $681K |
| Bailard, Inc. | 0.02% | No change | 15,811 | $668K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.7% | 15,731 | $665K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 15,726 | $665K |
| Future You Wealth LLC | 0.35% | No change | 15,216 | $643K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.6% | 15,205 | $643K |
| Capital Investment Advisors, LLC | 0.01% | No change | 14,833 | $627K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.0% | 14,767 | $624K |
| Leo Wealth, LLC | 0.05% | Add +0.5% | 14,652 | $620K |
| Fortis Capital Advisors, LLC | 0.11% | No change | 14,594 | $617K |
| Belpointe Asset Management LLC | 0.03% | No change | 14,594 | $617K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $610K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $606K |
| Williams & Novak, LLC | 0.51% | Reduce -0.2% | 14,278 | $604K |
| D'Orazio & Associates, Inc. | 0.08% | Reduce -9.5% | 14,143 | $598K |
| AE Wealth Management LLC | 0.00% | Add +5.2% | 14,135 | $598K |
| Shore Point Advisors, LLC | 0.28% | Add +2.1% | 14,014 | $593K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 13,981 | $591K |
| Collective Family Office LLC | 0.15% | No change | 13,867 | $586K |
| Rossby Financial, LCC | 0.22% | Add +0.1% | 13,765 | $582K |
| FSM Wealth Advisors, LLC | 0.09% | Add +0.1% | 13,593 | $580K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.3% | 13,607 | $575K |
| Cadence Bank | 0.04% | Reduce -1.8% | 13,557 | $573K |
| CWA Asset Management Group, LLC | 0.02% | No change | 13,503 | $571K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 13,415 | $567K |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 13,286 | $562K |
| Center for Financial Planning, Inc. | 0.06% | No change | 13,216 | $559K |
| QRG Capital Management, Inc. | 0.00% | Reduce -8.1% | 13,128 | $555K |
| Robinswood Financial LLC | 0.20% | Add +0.0% | 13,101 | $554K |
| CW Advisors, LLC | 0.01% | Add +3.5% | 12,854 | $543K |
| Oakworth Capital, Inc. | 0.03% | Add +33.8% | 12,818 | $542K |
| VERITY Wealth Advisors | 0.36% | No change | 12,775 | $540K |
| Capital Advisors Inc. | 0.01% | No change | 12,628 | $534K |
| TPG Financial Advisors, LLC | 0.21% | Reduce -14.8% | 12,570 | $531K |
| McGrath & Associates, Inc. | 0.86% | No change | 12,480 | $528K |
| Private Trust Co. NA | 0.05% | Reduce -19.9% | 12,356 | $522K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,158 | $514K |
| American Financial Advisors, LLC | 0.07% | Reduce -8.6% | 12,083 | $511K |
| Basso Capital Management, L.P. | 0.37% | Reduce -29.8% | 11,800 | $499K |
| MPWM Advisory Solutions, LLC | 0.31% | Reduce -0.2% | 11,650 | $493K |
| Noble Family Wealth, LLC | 0.12% | New | 11,592 | $490K |
| Renaissance Technologies | 0.00% | New | 11,400 | $482K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $479K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +79.5% | 11,324 | $479K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $479K |
| Lido Advisors, LLC | 0.00% | Add +26.9% | 11,302 | $478K |
| NorthRock Partners, LLC | 0.01% | No change | 11,285 | $477K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.9% | 11,207 | $474K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,204 | $474K |
| Elevate Wealth Advisory, Inc. | 0.34% | Add +0.8% | 11,181 | $473K |
| VestGen Advisors, LLC | 0.02% | Add +76.2% | 11,108 | $470K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 11,053 | $467K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +0.3% | 11,017 | $466K |
| Ascent Group, LLC | 0.02% | No change | 10,849 | $459K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | No change | 10,672 | $458K |
| Liberty Capital Management, Inc. | 0.09% | No change | 10,742 | $454K |
| Liberty Wealth Management LLC | 0.07% | Reduce -44.9% | 10,702 | $452K |
| Fortress Wealth Management, Inc. | 0.22% | Add +0.2% | 10,692 | $452K |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 10,614 | $449K |
| Steele Capital Management, Inc. | 0.02% | No change | 10,564 | $447K |
| NCM Capital Management, LLC | 0.18% | No change | 10,465 | $442K |
| Debussy Capital Management LP | 0.07% | Add +0.1% | 10,456 | $442K |
| CVA Family Office, LLC | 0.06% | Add +0.5% | 10,394 | $439K |
| Cross Staff Investments Inc | 0.33% | No change | 10,391 | $439K |
| Compass Wealth Management, LLC | 0.23% | — | 10,116 | $428K |
| WoodTrust Financial Corp | 0.05% | No change | 10,081 | $426K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $424K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.5% | 9,971 | $422K |
| First Western Trust Bank | 0.02% | Reduce -4.1% | 9,953 | $421K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -0.7% | 9,875 | $418K |
| SteelPeak Wealth, LLC | 0.02% | No change | 9,651 | $408K |
| Monument Group Wealth Advisors, LLC | 0.26% | Add +0.0% | 9,646 | $408K |
| Accredited Investors Inc. | 0.02% | Reduce -0.1% | 9,623 | $407K |
| Northeast Planning Associates, Inc. / NH / | 0.37% | No change | 9,551 | $404K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -10.2% | 9,484 | $401K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,462 | $400K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $399K |
| Destination Wealth Management | 0.01% | New | 9,388 | $397K |
| Cozad Asset Management Inc. | 0.03% | No change | 9,375 | $396K |
| Avant Financial Advisors LLC | 0.33% | No change | 9,363 | $396K |
| RFG Advisory, LLC | 0.01% | Add +0.4% | 9,296 | $393K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -6.5% | 9,259 | $391K |
| Mullaney, Keating & Wright, Inc. | 0.26% | No change | 9,210 | $389K |
| Avestar Capital, LLC | 0.03% | No change | 9,163 | $387K |
| 49 Wealth Management, LLC | 0.04% | No change | 9,013 | $381K |
| Summit Asset Management, LLC | 0.06% | Add +0.5% | 9,001 | $381K |
| Live Oak Private Wealth LLC | 0.06% | No change | 8,962 | $379K |
| RB Capital Management, LLC | 0.09% | Add +6.2% | 8,878 | $375K |
| Ironwood Financial, llc | 0.08% | No change | 9,070 | $374K |
| Goldstein Advisors, LLC | 0.05% | No change | 8,819 | $373K |
| Citadel Advisors | 0.00% | Add +0.1% | 8,797 | $372K |
| Bridges Investment Management Inc. | 0.01% | No change | 8,794 | $372K |
| AlphaCore Capital LLC | 0.01% | Add +50.9% | 8,742 | $370K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.5% | 8,666 | $366K |
| M1 Capital Management LLC | 0.18% | No change | 8,666 | $366K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $361K |
| AlTi Global, Inc. | 0.01% | No change | 8,530 | $361K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 8,504 | $360K |
| Warburton Capital Management, LLC | 0.21% | Add +0.5% | 8,303 | $359K |
| GDS Wealth Management | 0.03% | Reduce -19.1% | 8,481 | $359K |
| Leeward Financial Partners, LLC | 0.11% | Add +23.9% | 8,430 | $356K |
| Newton One Investments LLC | 0.11% | Add +0.5% | 8,356 | $353K |
| Physician Wealth Solutions Inc. | 0.16% | No change | 8,307 | $351K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $348K |
| Brookstone Capital Management | 0.00% | Reduce -22.0% | 8,107 | $343K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -21.0% | 8,079 | $342K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +0.5% | 7,985 | $338K |
| Five Oceans Advisors | 0.14% | Add +44.3% | 7,933 | $335K |
| Optima Capital LLC | 0.18% | No change | 7,912 | $335K |
| Orion Capital Management LLC | 0.13% | Add +218.3% | 7,846 | $332K |
| Ridgewood Investments LLC | 0.14% | Add +631.1% | 7,815 | $330K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $326K |
| Integrity Wealth Solutions LLC | 0.16% | Add +0.4% | 7,692 | $325K |
| Pasadena Private Wealth, LLC | 0.06% | No change | 7,653 | $324K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,638 | $323K |
| Roundview Capital LLC | 0.02% | New | 7,626 | $322K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $317K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $316K |
| Advisory Services Network, LLC | 0.01% | Reduce -21.0% | 7,327 | $312K |
| Kathleen S. Wright Associates Inc. | 0.12% | No change | 7,348 | $311K |
| Smith Salley Wealth Management | 0.02% | New | 7,344 | $311K |
| Elser Financial Planning, Inc | 0.39% | No change | 7,327 | $310K |
| UMB Bank, n.a. | 0.00% | No change | 7,299 | $309K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 7,243 | $306K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $306K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,188 | $304K |
| Compass Capital Corp. /Ma/ | 0.14% | No change | 7,141 | $303K |
| Bokf, NA | 0.00% | New | 7,138 | $302K |
| Caldwell Trust Co | 0.03% | No change | 7,089 | $300K |
| Cambridge Financial Group, LLC | 0.11% | Add +0.1% | 7,036 | $297K |
| Whalen Wealth Management Inc. | 0.18% | Add +0.5% | 6,955 | $294K |
| Sovereign Financial Group, Inc. | 0.06% | New | 6,925 | $293K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,809 | $288K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,748 | $285K |
| Operose Advisors LLC | 0.08% | No change | 6,744 | $285K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 6,714 | $284K |
| Principal Securities, Inc. | 0.01% | Add +311.7% | 6,702 | $283K |
| Waterfront Wealth Inc. | 0.06% | No change | 6,654 | $281K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 6,646 | $281K |
| High Probability Advisors, LLC | 0.04% | No change | 6,646 | $281K |
| Aurdan Capital Management, LLC | 0.10% | No change | 6,644 | $281K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -8.7% | 6,583 | $278K |
| Grove Street Fiduciary, LLC | 0.13% | Reduce -7.1% | 6,544 | $277K |
| Mgo One Seven LLC | 0.01% | Add +25.1% | 6,504 | $275K |
| Harbour Investments, Inc. | 0.01% | Add +25.1% | 6,473 | $274K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,468 | $273K |
| Lockerman Financial Group, Inc. | 0.37% | No change | 6,433 | $272K |
| Fiduciary Family Office, LLC | 0.09% | No change | 6,366 | $269K |
| Sterling Wealth Advisors Inc | 0.19% | No change | 6,250 | $268K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $266K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $266K |
| KM Capital Management Ltd. | 0.13% | Add +0.5% | 6,277 | $265K |
| Lauer Wealth, LLC | 0.22% | No change | 6,150 | $261K |
| ORG Partners LLC | 0.06% | No change | 6,060 | $259K |
| Essential Planning, LLC. | 0.10% | Add +0.5% | 6,104 | $258K |
| Disciplined Investors, L.L.C. | 0.20% | Reduce -5.5% | 6,079 | $257K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.5% | 6,078 | $257K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,053 | $256K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,963 | $252K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,954 | $252K |
| CGN Advisors LLC | 0.02% | No change | 5,938 | $251K |
| Intrua Financial, LLC | 0.04% | No change | 5,927 | $251K |
| SevenBridge Financial Group, LLC | 0.04% | Add +0.5% | 5,769 | $248K |
| Bull Oak Capital, LLC | 0.11% | Reduce -0.0% | 5,849 | $247K |
| OLIO Financial Planning | 0.08% | Add +0.5% | 5,844 | $247K |
| First Bancorp, Inc | 0.14% | New | 5,844 | $247K |
| Rise Advisors, LLC | 0.10% | Add +0.5% | 5,804 | $245K |
| Vantage Point Financial LLC | 0.11% | No change | 5,792 | $245K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $241K |
| Vident Advisory, LLC | 0.00% | New | 5,707 | $241K |
| HWG Holdings LP | 0.07% | No change | 5,696 | $241K |
| Well Done, LLC | 0.05% | No change | 5,684 | $240K |
| Lantz Financial LLC | 0.06% | Reduce -23.6% | 5,656 | $239K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.5% | 5,598 | $237K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $234K |
| Ritholtz Wealth Management | 0.01% | No change | 5,530 | $234K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -1.4% | 5,515 | $233K |
| Anderson Hoagland & Co. | 0.02% | New | 5,419 | $229K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -12.0% | 5,384 | $228K |
| Assetmark, Inc. | 0.00% | Add +62.9% | 5,376 | $227K |
| Norden Group LLC | 0.02% | Add +0.5% | 5,351 | $226K |
| Bell Bank | 0.01% | No change | 5,306 | $224K |
| Pinkerton Wealth, LLC | 0.03% | New | 5,265 | $223K |
| HUB Investment Partners, LLC | 0.01% | No change | 5,203 | $220K |
| Kelly Financial Group LLC | 0.06% | New | 5,117 | $216K |
| One Degree Advisors Inc | 0.08% | Add +0.2% | 5,125 | $216K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,057 | $214K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 5,048 | $213K |
| Wealth Advisors of Iowa, LLC | 0.08% | No change | 4,986 | $211K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Add +0.5% | 4,940 | $209K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $208K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $208K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $206K |
| Reyes Financial Architecture, Inc. | 0.18% | No change | 4,845 | $205K |
| Independent Financial Group, LLC | 0.01% | New | 4,825 | $204K |
| Signet Financial Management, LLC | 0.03% | New | 4,787 | $202K |
| Motco | 0.02% | Reduce -26.8% | 4,759 | $202K |
| Carnegie Investment Counsel | 0.00% | New | 4,764 | $201K |
| SouthState Bank Corp | 0.01% | Reduce -13.8% | 3,813 | $161K |
| Bellevue Asset Management, LLC | 0.08% | New | 3,743 | $158K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $157K |
| Sittner & Nelson, LLC | 0.06% | Reduce -18.0% | 3,698 | $156K |
| Howe & Rusling Inc. | 0.01% | No change | 3,677 | $155K |
| Grand Wealth Management, LLC | 0.08% | No change | 3,581 | $151K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 3,556 | $150K |
| Russell Investments Group, Ltd. | 0.00% | Add +117.3% | 3,520 | $149K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,354 | $142K |
| Brooklyn Investment Group | 0.02% | New | 3,354 | $142K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +1.7% | 3,267 | $140K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 3,275 | $138K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,225 | $136K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,895 | $122K |
| PrairieView Partners, LLC | 0.01% | Reduce -1.4% | 2,902 | $122K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $120K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.5% | 2,761 | $117K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $114K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 2,583 | $109K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -49.3% | 2,540 | $107K |
| Hilltop National Bank | 0.03% | — | 2,497 | $106K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,487 | $105K |
| Aspect Partners, LLC | 0.05% | No change | 2,244 | $95K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 2,127 | $90K |
| Kings Path Partners LLC | 0.04% | Add +1996.0% | 2,117 | $90K |
| American Capital Advisory, LLC | 0.04% | No change | 2,032 | $86K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,021 | $85K |
| JDM Financial Group LLC | 0.04% | No change | 1,898 | $80K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $79K |
| Asset Dedication, LLC | 0.01% | Add +0.5% | 1,723 | $73K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.9% | 1,721 | $73K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 1,638 | $69K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 1,437 | $60K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $59K |
| Bessemer Group Inc. | 0.00% | No change | 1,344 | $57K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $54K |
| CX Institutional | 0.00% | No change | 1,289 | $54K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,275 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -87.7% | 1,231 | $52K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 1,186 | $50K |
| Arax Advisory Partners | 0.00% | Reduce -8.9% | 1,142 | $48K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,061 | $45K |
| Fortitude Family Office, LLC | 0.01% | Add +31.6% | 1,040 | $44K |
| Investors Research Corp | 0.01% | No change | 954 | $40K |
| Gleason Group, Inc. | 0.00% | Reduce -13.2% | 934 | $39K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $38K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.4% | 838 | $35K |
| City State Bank | 0.01% | No change | 744 | $31K |
| United Community Bank | 0.01% | No change | 649 | $27K |
| Truvestments Capital LLC | 0.01% | Add +0.5% | 624 | $26K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $26K |
| S.A. Mason LLC | 0.01% | No change | 603 | $25K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -74.9% | 540 | $23K |
| Archer Investment Corp | 0.01% | No change | 518 | $22K |
| Pineridge Advisors LLC | 0.01% | Add +0.6% | 503 | $21K |
| Alerus Financial NA | 0.00% | New | 485 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $19K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 448 | $19K |
| Steph & Co. | 0.01% | No change | 446 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $15K |
| Financial Gravity Companies, Inc. | 0.00% | — | 350 | $15K |
| Traub Capital Management LLC | 0.01% | — | 290 | $12K |
| Bare Financial Services, Inc | 0.00% | No change | 208 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $9K |
| Transce3nd, LLC | 0.00% | No change | 185 | $8K |
| Tsfg, LLC | 0.00% | No change | 80 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 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.