Dimensional US Marketwide VaDFUVETF
13F holders, Q3 2025 (September 30)689holders +15
44new positions
22sold out
2famous investors
$44.68avg. 13F price*
At the end of Q3 2025, 689 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 15 from Q2 2025. 44 opened new positions and 22 sold out. The largest holders were Mercer Global Advisors Inc. ($1.7B), Savant Capital, LLC ($714.8M) and Focus Partners Wealth ($656.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $63.1M |
| Exits | 22 | $15.1M |
All 13F filers, Q2 2025 → Q3 2025: 7,946,863 shares bought and 37,478,542 shares sold, net −29,531,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 689 holders
| Mercer Global Advisors Inc. | 2.84% | Add +5.6% | 38,135,706 | $1.7B |
| Savant Capital, LLC | 4.34% | Reduce -1.8% | 15,995,409 | $714.8M |
| Focus Partners Wealth | 1.06% | Add +9.8% | 14,681,894 | $656.3M |
| Corient Private Wealth LP | 0.46% | Reduce -20.2% | 6,585,782 | $293.8M |
| Northern Trust Corp. | 0.03% | Reduce -2.2% | 5,957,271 | $266.2M |
| Plancorp, LLC | 8.18% | Reduce -2.8% | 5,836,699 | $260.8M |
| Index Fund Advisors, Inc. | 12.63% | Add +10.6% | 5,827,280 | $260.4M |
| Creative Planning | 0.18% | Reduce -2.4% | 5,128,384 | $229.2M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.7% | 4,557,544 | $203.7M |
| Focus Partners Advisor Solutions, LLC | 1.92% | Reduce -16.7% | 3,778,650 | $169.0M |
| TCI Wealth Advisors, Inc. | 8.11% | Add +10.9% | 3,041,107 | $135.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.59% | Add +5.5% | 2,881,660 | $128.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -2.0% | 2,784,461 | $124.9M |
| Cerity Partners LLC | 0.18% | Reduce -4.4% | 2,513,989 | $112.4M |
| Modera Wealth Management, LLC | 1.16% | Reduce -1.4% | 2,241,492 | $100.2M |
| Maseco LLP | 4.41% | Reduce -2.0% | 2,036,965 | $91.1M |
| Truepoint, Inc. | 2.06% | Reduce -1.4% | 1,983,157 | $88.6M |
| Trust Co of the South | 13.14% | Reduce -0.7% | 1,771,785 | $79.2M |
| Jackson Thornton Wealth Management, LLC | 7.71% | Reduce -1.6% | 1,688,611 | $76.0M |
| Raymond James Financial Inc. | 0.02% | Add +5.3% | 1,392,063 | $62.2M |
| LPL Financial LLC | 0.02% | Reduce -0.3% | 1,336,043 | $59.7M |
| Evanson Asset Management, LLC | 3.32% | Reduce -0.5% | 1,317,812 | $58.9M |
| Choreo, LLC | 0.76% | Reduce -6.1% | 1,310,816 | $58.6M |
| Foster Group, Inc. | 1.83% | Reduce -2.4% | 1,301,273 | $58.2M |
| Pathstone Holdings, LLC | 0.22% | Reduce -8.4% | 1,297,580 | $58.0M |
| Beaird Harris Wealth Management, LLC | 4.06% | Reduce -1.4% | 1,280,572 | $57.2M |
| Beacon Pointe Advisors, LLC | 0.46% | Reduce -11.5% | 1,216,153 | $54.3M |
| Forum Financial Management, LP | 0.73% | Reduce -0.5% | 1,200,838 | $53.7M |
| Willow Creek Wealth Management Inc. | 3.98% | Reduce -0.4% | 1,080,534 | $48.3M |
| Sachem Hill LLC | 9.35% | Reduce -2.2% | 1,046,138 | $46.8M |
| Root Financial Partners, LLC | 2.77% | Add +5.4% | 1,005,619 | $44.9M |
| Team Hewins, LLC | 14.88% | Reduce -6.6% | 986,089 | $44.1M |
| Porter White Investment Advisors, Inc. | 18.51% | Add +1.1% | 964,880 | $43.1M |
| Monograph Wealth Advisors, LLC | 4.30% | Add +20.1% | 951,740 | $42.5M |
| Triune Financial Partners, LLC | 10.60% | Add +3.5% | 941,843 | $42.1M |
| TFC Financial Management, Inc. | 5.33% | Reduce -1.0% | 931,429 | $41.6M |
| Parkwoods Wealth Partners, LLC | 14.09% | Add +33.5% | 924,248 | $41.3M |
| Heritage Investment Group, Inc. | 6.58% | Reduce -1.8% | 919,965 | $41.1M |
| Wescott Financial Advisory Group, LLC | 3.41% | Add +0.3% | 849,891 | $38.0M |
| Sax Wealth Advisors, LLC | 2.00% | Add +0.6% | 832,056 | $37.2M |
| Apella Capital, LLC | 0.81% | Reduce -1.4% | 821,903 | $36.3M |
| Planning Center, Inc. | 3.75% | Add +0.2% | 798,856 | $35.7M |
| Keb Asset Management, LLC | 7.96% | Add +0.6% | 793,705 | $35.5M |
| Timonier Family Office, LTD. | 11.55% | Add +4.7% | 788,770 | $35.3M |
| Disciplined Equity Management, Inc. | 18.79% | Add +3.5% | 772,762 | $34.5M |
| Dixon Fnancial Services, Inc. | 15.57% | Reduce -0.8% | 764,905 | $34.2M |
| Tillman Hartley LLC | 8.65% | Reduce -1.5% | 747,890 | $33.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -97.7% | 744,659 | $33.3M |
| Cardiff Park Advisors, LLC | 2.55% | Reduce -0.6% | 742,223 | $33.2M |
| Allworth Financial LP | 0.14% | Reduce -0.1% | 725,131 | $32.4M |
| Aspiriant, LLC | 0.99% | Add +0.6% | 725,093 | $32.4M |
| Wealth Architects, LLC | 3.01% | Reduce -2.4% | 714,006 | $31.9M |
| McMill Wealth Management | 9.09% | New | 713,540 | $31.9M |
| Wealth Management Nebraska | 3.80% | Reduce -0.0% | 713,540 | $31.9M |
| Integrated Wealth Concepts LLC | 0.28% | Add +0.8% | 713,055 | $31.9M |
| Mariner, LLC | 0.04% | Reduce -0.7% | 708,329 | $31.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.4% | 703,555 | $31.4M |
| Heritage Wealth Management, Inc./Texas | 13.38% | Add +0.8% | 678,866 | $30.3M |
| McLean Asset Management Corp | 5.88% | Reduce -6.2% | 633,102 | $28.5M |
| Symmetry Partners, LLC | 3.06% | Reduce -2.7% | 628,491 | $28.1M |
| RW Investment Management LLC | 2.84% | Reduce -48.5% | 615,583 | $27.5M |
| Mission Wealth Management, LP | 0.55% | Add +1.1% | 598,833 | $26.8M |
| ShankerValleau Wealth Advisors, Inc. | 6.75% | Add +0.2% | 588,752 | $26.3M |
| Premier Financial Group | 6.99% | Reduce -0.3% | 588,137 | $26.1M |
| Meritas Wealth Management, LLC | 12.82% | Reduce -1.7% | 579,141 | $25.9M |
| Mather Group, Llc. | 0.26% | Reduce -3.3% | 571,643 | $25.5M |
| Moisand Fitzgerald Tamayo, LLC | 2.98% | Reduce -1.2% | 565,076 | $25.3M |
| TFO Wealth Partners, LLC | 4.04% | Add +1.0% | 554,729 | $24.8M |
| LRI Investments, LLC | 2.00% | Reduce -0.4% | 547,891 | $24.5M |
| WPWealth LLP | 3.92% | Add +10.8% | 536,318 | $24.0M |
| WorthPointe, LLC | 8.96% | Reduce -0.1% | 534,861 | $23.9M |
| Earned Wealth Advisors, LLC | 3.93% | Reduce -1.8% | 533,531 | $23.8M |
| 1900 Wealth Management LLC | 1.58% | Reduce -1.6% | 520,638 | $23.3M |
| Bayshore Asset Management, LLC | 9.70% | Reduce -0.5% | 505,967 | $22.6M |
| Benningfield Financial Advisors, LLC | 17.77% | Add +4.9% | 504,001 | $22.5M |
| American Investment Services, Inc. | 5.20% | Reduce -2.6% | 484,639 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 474,597 | $21.2M |
| DiNuzzo Private Wealth, Inc. | 2.37% | Reduce -0.3% | 470,667 | $20.9M |
| Legacy Financial Group, Inc. | 5.67% | Add +1.7% | 462,483 | $20.7M |
| RS Crum Inc. | 4.55% | Add +2.6% | 458,057 | $20.5M |
| Kooman & Associates | 6.30% | Add +4.3% | 456,957 | $20.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +17.4% | 455,979 | $20.4M |
| Factor Wealth Management LTD | 5.09% | Reduce -3.7% | 455,670 | $20.4M |
| Baker Boyer National Bank | 6.71% | Reduce -0.4% | 452,214 | $20.2M |
| Farther Finance Advisors, LLC | 0.30% | Add +6.4% | 448,606 | $20.0M |
| Dopkins Wealth Management, LLC | 8.10% | Reduce -5.3% | 429,405 | $19.2M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +0.5% | 416,741 | $18.6M |
| Prudent Man Investment Management, Inc. | 10.25% | No change | 451,218 | $18.5M |
| Grunden Financial Advisory, Inc. | 7.19% | Add +4.4% | 395,758 | $17.7M |
| Cetera Investment Advisers | 0.02% | Add +8.4% | 392,716 | $17.6M |
| Juncture Wealth Strategies, LLC | 5.86% | Reduce -7.1% | 391,554 | $17.5M |
| Dynamic Advisor Solutions LLC | 0.49% | Add +0.8% | 379,065 | $16.9M |
| Claris Advisors, LLC / Mo / | 5.79% | No change | 393,977 | $16.7M |
| PBMares Wealth Management LLC | 2.60% | Reduce -1.7% | 358,429 | $16.0M |
| Pillar Financial Advisors, LLC | 9.86% | Reduce -0.7% | 351,401 | $15.7M |
| Ruedi Wealth Management, Inc. | 4.39% | Reduce -0.6% | 350,596 | $15.7M |
| UBS Group AG | 0.00% | Add +6.2% | 348,557 | $15.6M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -1.8% | 341,801 | $15.3M |
| Mosaic Family Wealth Partners, LLC | 1.79% | Reduce -0.1% | 341,792 | $15.2M |
| Austin Asset Management Co Inc | 2.83% | Reduce -1.7% | 332,657 | $14.9M |
| Confluence Wealth Services, Inc. | 0.73% | Add +8.3% | 331,486 | $14.8M |
| Navigoe, LLC | 9.33% | Add +4.1% | 327,159 | $14.6M |
| Larson Financial Group LLC | 0.51% | Reduce -1.9% | 326,739 | $14.6M |
| Pinney & Scofield, Inc. | 9.03% | Reduce -0.6% | 325,421 | $14.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.45% | Add +1.3% | 321,384 | $14.4M |
| Spire Wealth Management | 0.48% | Reduce -1.0% | 315,003 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Add +30.4% | 314,461 | $14.1M |
| Atlantic Union Bankshares Corp | 0.26% | Add +0.4% | 310,740 | $13.9M |
| Baker Tilly Wealth Management, LLC | 3.14% | Add +1209.9% | 310,665 | $13.9M |
| AQR Capital Management | 0.01% | Add +75.1% | 310,473 | $13.9M |
| Andrews, Lucia Wealth Management LLC | 8.17% | Reduce -2.2% | 303,328 | $13.6M |
| Diversified Portfolios, Inc. | 1.19% | Reduce -0.7% | 300,840 | $13.4M |
| Graves Light Lenhart Wealth, Inc. | 1.46% | Add +8.1% | 294,215 | $13.1M |
| Altiora Financial Group, LLC | 2.40% | Reduce -3.3% | 293,499 | $13.1M |
| Summit Wealth Group, LLC | 3.17% | Add +4.4% | 293,034 | $13.1M |
| Savvy Advisors, Inc. | 0.60% | New | 292,722 | $13.1M |
| Sterling Wealth Management, Inc. | 3.95% | Reduce -2.7% | 291,231 | $13.0M |
| Squire Investment Management Company, LLC | 4.17% | Add +2.0% | 286,555 | $12.8M |
| Osaic Holdings, Inc. | 0.02% | Add +12.1% | 287,149 | $12.8M |
| New Dimensions Wealth Management, LLC | 11.13% | Add +1.6% | 284,232 | $12.7M |
| Morgan Stanley | 0.00% | Add +5.0% | 279,843 | $12.5M |
| BIP Wealth, LLC | 0.62% | Add +8.9% | 278,873 | $12.5M |
| Addison Advisors LLC | 2.80% | Reduce -2.9% | 270,523 | $12.1M |
| Lauterbach Financial Advisors, LLC | 5.86% | Reduce -0.3% | 260,697 | $11.7M |
| Bridgewater Advisors Inc. | 0.80% | Add +0.3% | 258,319 | $11.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -4.0% | 246,642 | $11.0M |
| Vestia Personal Wealth Advisors | 5.79% | Add +4.3% | 243,449 | $10.9M |
| Investmark Advisory Group LLC | 4.63% | Reduce -49.3% | 238,673 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +7.6% | 233,383 | $10.4M |
| RTD Financial Advisors, Inc. | 1.24% | Reduce -4.6% | 230,438 | $10.3M |
| Compound Planning, Inc. | 0.33% | Reduce -6.5% | 228,068 | $10.2M |
| JDH Wealth Management, LLC | 7.15% | Reduce -1.0% | 225,483 | $10.1M |
| MAI Capital Management | 0.06% | Add +0.5% | 221,644 | $9.9M |
| Capstone Wealth Management, LLC | 7.39% | Add +2.1% | 214,913 | $9.6M |
| Burk Holdings LLC | 5.05% | Add +3.9% | 211,669 | $9.5M |
| Tobias Financial Advisors, Inc. | 1.43% | Reduce -0.1% | 209,997 | $9.4M |
| Rf&l Wealth Management, LLC | 5.44% | Add +0.8% | 207,556 | $9.3M |
| Versant Capital Management, Inc | 1.25% | Reduce -1.1% | 206,155 | $9.2M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -1.0% | 204,098 | $9.1M |
| Level Financial Advisors | 2.49% | Reduce -0.9% | 197,843 | $8.8M |
| Peirce Capital Management, LLC | 3.63% | Add +4.9% | 195,635 | $8.7M |
| Werba Rubin Papier Wealth Management | 1.35% | Reduce -0.2% | 187,068 | $8.4M |
| Financial Harvest, LLC | 5.45% | Reduce -2.5% | 180,953 | $8.1M |
| Strathmore Capital Advisors, Inc. | 3.20% | Reduce -1.5% | 174,741 | $7.8M |
| EverSource Wealth Advisors, LLC | 0.30% | Reduce -1.7% | 170,685 | $7.6M |
| Sprinkle Financial Consultants LLC | 4.24% | Add +0.1% | 169,783 | $7.6M |
| Jones Financial Companies LLLP | 0.01% | Add +14.7% | 168,242 | $7.5M |
| Visionary Wealth Advisors | 0.35% | Add +33.4% | 167,671 | $7.5M |
| Ariadne Wealth Management, LP | 3.32% | Reduce -1.8% | 163,838 | $7.4M |
| Seneschal Advisors, LLC | 5.34% | Add +2.0% | 164,756 | $7.4M |
| Aegis Wealth Management LLC | 3.92% | Reduce -5.7% | 163,952 | $7.3M |
| TruNorth Capital Management, LLC | 1.45% | Reduce -0.1% | 163,506 | $7.3M |
| Exencial Wealth Advisors, LLC | 0.23% | Reduce -0.5% | 160,899 | $7.2M |
| Bank of America Corp. | 0.00% | Add +0.5% | 159,368 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +58.9% | 159,206 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +14.1% | 153,603 | $6.9M |
| Quantinno Capital Management LP | 0.02% | Add +121.5% | 153,580 | $6.9M |
| Wealthstream Advisors, Inc. | 1.04% | Reduce -2.3% | 153,470 | $6.9M |
| JFS Wealth Advisors, LLC | 0.39% | Reduce -0.3% | 150,930 | $6.7M |
| Kondo Wealth Advisors, Inc. | 2.64% | Reduce -2.1% | 146,284 | $6.5M |
| Strategic Investment Solutions, Inc. | 1.72% | Reduce -13.1% | 145,726 | $6.5M |
| CarsonAllaria Wealth Management, Ltd. | 3.34% | Reduce -4.7% | 143,825 | $6.4M |
| Cherry Tree Wealth Management, LLC | 1.40% | Reduce -4.6% | 142,683 | $6.4M |
| Shearwater Capital LLC | 3.75% | Reduce -2.3% | 141,244 | $6.3M |
| WNY Asset Management, LLC | 0.60% | Reduce -1.3% | 140,154 | $6.3M |
| EnRich Financial Partners LLC | 1.72% | Reduce -0.8% | 135,337 | $6.0M |
| Northwest Wealth Management, LLC | 1.00% | Reduce -2.2% | 135,319 | $6.0M |
| First National Bank Sioux Falls | 1.87% | No change | 134,254 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -13.6% | 133,425 | $6.0M |
| Captrust Financial Advisors | 0.01% | Reduce -15.1% | 133,296 | $6.0M |
| Gradient Capital Advisors, LLC | 1.59% | Reduce -0.7% | 132,726 | $5.9M |
| Colorado Capital Management, Inc. | 2.28% | Reduce -0.3% | 132,093 | $5.9M |
| Lam Group, Inc. | 3.61% | Add +0.0% | 130,272 | $5.8M |
| Lutz Financial Services LLC | 0.41% | Reduce -2.1% | 127,966 | $5.7M |
| Builder Investment Group Inc. | 1.28% | No change | 127,393 | $5.7M |
| Abacus Wealth Partners, LLC | 0.82% | Reduce -0.1% | 127,324 | $5.7M |
| Annandale Capital, LLC | 1.01% | Add +7.3% | 126,796 | $5.7M |
| BOK Financial Private Wealth, Inc. | 0.35% | Reduce -6.2% | 124,354 | $5.6M |
| GEM Asset Management, LLC | 2.62% | Add +0.2% | 123,085 | $5.5M |
| Embree Financial Group | 0.73% | Reduce -17.9% | 121,015 | $5.4M |
| Weinberger Asset Management, Inc | 1.92% | Add +19.2% | 118,536 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.5% | 117,031 | $5.2M |
| Simplicity Wealth,LLC | 0.30% | Reduce -50.3% | 116,756 | $5.2M |
| Verdence Capital Advisors LLC | 0.30% | Reduce -4.8% | 115,091 | $5.2M |
| Evensky & Katz LLC | 0.30% | Reduce -0.8% | 116,343 | $5.2M |
| PFG Advisors | 0.21% | Add +15.5% | 115,681 | $5.2M |
| Hemington Wealth Management | 0.67% | Reduce -2.0% | 115,604 | $5.2M |
| Total Wealth Planning, LLC | 0.59% | Reduce -2.0% | 113,917 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +2.0% | 110,158 | $4.9M |
| Yeomans Consulting Group, Inc. | 1.69% | Add +2.7% | 109,164 | $4.9M |
| Intelligent Financial Strategies | 2.35% | Reduce -2.6% | 107,939 | $4.8M |
| FMB Wealth Management | 2.03% | No change | 107,000 | $4.8M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.4% | 106,288 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.0% | 106,147 | $4.7M |
| SwitchPoint Financial Planning, LLC | 3.34% | Add +0.2% | 103,319 | $4.6M |
| FMR LLC | 0.00% | Add +12.9% | 101,180 | $4.5M |
| Trace Wealth Advisors, LLC | 3.38% | No change | 101,158 | $4.5M |
| Vannoy Advisory Group, Inc. | 2.92% | Reduce -0.6% | 100,090 | $4.5M |
| Investment Advisory Group, LLC | 1.19% | No change | 98,192 | $4.4M |
| Summit Financial Strategies, Inc. | 0.37% | No change | 96,558 | $4.3M |
| Pacific Asset Management, LLC | 2.79% | Add +0.1% | 92,102 | $4.1M |
| HMV Wealth Advisors, LLC | 2.23% | Reduce -1.3% | 90,856 | $4.1M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -1.8% | 85,947 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 85,786 | $3.8M |
| Tumwater Wealth Management, LLC | 1.67% | Reduce -0.7% | 84,116 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -7.3% | 83,268 | $3.7M |
| Tiaa Trust, National Association | 0.01% | Add +8.7% | 82,179 | $3.7M |
| Cascade Wealth Advisors, Inc | 1.79% | Add +48.7% | 80,757 | $3.6M |
| AG Asset Advisory, LLC | 3.01% | Reduce -17.2% | 81,285 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.26% | Reduce -15.6% | 76,403 | $3.4M |
| Virtue Asset Management LLC | 2.89% | — | 76,969 | $3.4M |
| WASHINGTON TRUST Co | 0.11% | No change | 75,104 | $3.4M |
| Aspen Capital Management, LLC | 0.86% | Reduce -4.1% | 75,097 | $3.4M |
| Axis Wealth Partners, LLC | 1.96% | Add +8.1% | 74,892 | $3.3M |
| Clearstead Advisors, LLC | 0.05% | Add +0.1% | 74,430 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -1.3% | 73,299 | $3.3M |
| Regions Financial Corp. | 0.02% | Add +10.6% | 72,263 | $3.2M |
| Wealth Advisors Northwest LLC | 1.56% | Reduce -10.6% | 72,051 | $3.2M |
| Zhang Financial LLC | 0.13% | Reduce -0.4% | 69,379 | $3.1M |
| Prospera Financial Services Inc | 0.05% | Add +2.4% | 69,220 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -15.4% | 68,311 | $3.1M |
| Sollinda Capital Management LLC | 0.83% | Add +39.1% | 67,781 | $3.0M |
| BWM Planning, LLC | 0.90% | No change | 67,707 | $3.0M |
| Disciplined Investments, LLC | 1.19% | Reduce -0.4% | 67,011 | $3.0M |
| Nicholas Hoffman & Company, LLC. | 0.07% | No change | 66,155 | $3.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | No change | 65,323 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.3% | 64,610 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.04% | Reduce -3.4% | 64,228 | $2.9M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -1.2% | 63,882 | $2.9M |
| Woodside Wealth Management LLC | 2.22% | Reduce -0.1% | 63,016 | $2.8M |
| Melfa Wealth Management, Inc. | 1.65% | Reduce -0.3% | 62,903 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +47.5% | 62,742 | $2.8M |
| Westmount Partners, LLC | 0.70% | No change | 60,240 | $2.7M |
| Quantum Financial Advisors, LLC | 0.32% | Add +0.7% | 58,103 | $2.6M |
| Curi Capital, LLC | 0.05% | Add +0.1% | 57,181 | $2.6M |
| Bridge Generations Wealth Management LLC | 1.70% | Reduce -28.0% | 57,136 | $2.6M |
| Clarity Capital Advisors, LLC | 1.38% | Reduce -10.7% | 56,897 | $2.5M |
| Fonville Wealth Management LLC | 0.56% | Reduce -0.2% | 55,715 | $2.5M |
| Matauro, LLC | 0.40% | Add +5.3% | 55,664 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Add +11.6% | 55,472 | $2.5M |
| Family CFO Inc | 1.14% | Add +4.2% | 55,422 | $2.5M |
| My Personal CFO, LLC | 0.95% | New | 55,093 | $2.5M |
| Foundation Wealth Management, LLC\PA | 0.95% | Reduce -3.3% | 55,093 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.3% | 54,539 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 53,866 | $2.4M |
| Cypress Wealth Services, LLC | 0.39% | Reduce -2.3% | 52,617 | $2.4M |
| TAGStone Capital, Inc. | 0.91% | Add +0.4% | 51,545 | $2.3M |
| Warwick Investment Management, Inc. | 0.40% | Add +0.4% | 51,542 | $2.3M |
| Poinciana Advisors Group, LLC | 1.94% | Reduce -0.8% | 51,518 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 49,311 | $2.2M |
| Francis Financial, Inc. | 0.38% | Reduce -5.7% | 48,244 | $2.2M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -7.8% | 47,576 | $2.1M |
| Cordant, Inc. | 0.96% | Add +1.4% | 47,571 | $2.1M |
| Ieq Capital, LLC | 0.01% | Reduce -8.6% | 47,341 | $2.1M |
| Valued Wealth Advisors LLC | 0.97% | Reduce -4.7% | 46,842 | $2.1M |
| 25 LLC | 0.71% | Add +0.0% | 46,629 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +0.5% | 46,254 | $2.1M |
| Aurelius Family Office LLC | 0.91% | Reduce -0.4% | 45,831 | $2.0M |
| Global Retirement Partners, LLC | 0.05% | Reduce -1.2% | 45,326 | $2.0M |
| Stone Summit Wealth LLC | 0.57% | Reduce -3.0% | 45,274 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -0.7% | 44,999 | $2.0M |
| Blue Trust, Inc. | 0.02% | Add +0.9% | 43,775 | $2.0M |
| Curio Wealth, LLC | 0.77% | Reduce -0.6% | 42,226 | $1.9M |
| Tred Avon Family Wealth, LLC | 0.65% | — | 41,902 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -1.9% | 41,893 | $1.9M |
| IFG Advisors, LLC | 0.30% | Add +0.6% | 41,408 | $1.9M |
| Tarbox Family Office, Inc. | 0.27% | Reduce -1.3% | 41,164 | $1.8M |
| Smartleaf Asset Management LLC | 0.11% | Add +2.1% | 40,632 | $1.8M |
| Rialto Wealth Management, LLC | 0.47% | Reduce -0.2% | 40,418 | $1.8M |
| Websterrogers Financial Advisors, LLC | 0.53% | Reduce -4.0% | 39,855 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.2% | 38,507 | $1.7M |
| Cloud Capital Management, LLC | 0.90% | Add +12.5% | 38,209 | $1.7M |
| Samalin Investment Counsel, LLC | 0.58% | Add +2.8% | 37,604 | $1.7M |
| Kavar Capital Partners Group, LLC | 0.22% | Add +0.0% | 36,805 | $1.6M |
| Comerica Bank | 0.01% | No change | 36,357 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.5% | 35,976 | $1.6M |
| FAS Wealth Partners, Inc. | 0.11% | Add +0.4% | 35,118 | $1.6M |
| Beacon Financial Advisory LLC | 0.36% | Reduce -5.9% | 34,892 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.1% | 34,100 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +75.3% | 33,347 | $1.5M |
| Citadel Advisors | 0.00% | Add +277.9% | 33,241 | $1.5M |
| Quadcap Wealth Management, LLC | 0.17% | No change | 32,970 | $1.5M |
| ARK & TLK Investments, LLC | 0.47% | Reduce -49.9% | 32,807 | $1.5M |
| Aspen Wealth Management LLC | 0.33% | New | 32,792 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +2.5% | 32,683 | $1.5M |
| Parkside Financial Bank & Trust | 0.11% | Reduce -5.4% | 32,161 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 31,800 | $1.4M |
| Greenspring Advisors, LLC | 0.25% | — | 31,511 | $1.4M |
| Applied Capital LLC | 0.57% | Reduce -2.4% | 31,404 | $1.4M |
| Busey Bank | 0.04% | No change | 31,112 | $1.4M |
| &partners | 0.01% | Reduce -5.6% | 31,569 | $1.4M |
| RAM Investment Partners, LLC | 0.26% | Reduce -4.0% | 30,564 | $1.4M |
| Verus Wealth Management, LLC | 1.25% | Reduce -0.5% | 30,065 | $1.3M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 29,836 | $1.3M |
| Fiduciary Trust Co | 0.02% | No change | 29,786 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 29,397 | $1.3M |
| Bank of Montreal | 0.00% | Add +4.0% | 29,105 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -17.8% | 29,092 | $1.3M |
| Farmers National Bank | 0.31% | Reduce -5.3% | 28,812 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.0% | 28,574 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +6.8% | 28,559 | $1.3M |
| Asset Planning Corporation | 0.60% | Reduce -2.2% | 28,520 | $1.3M |
| Wick Capital Partners, LLC | 0.30% | Add +1700.4% | 28,339 | $1.3M |
| Brighton Jones LLC | 0.03% | Reduce -2.0% | 27,807 | $1.2M |
| IFG Advisory, LLC | 0.06% | Reduce -1.6% | 27,771 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 27,741 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.28% | Add +0.6% | 27,515 | $1.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 27,470 | $1.2M |
| Tru Independence Asset Management 2, LLC | 0.80% | Reduce -3.3% | 27,338 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.33% | Reduce -1.3% | 27,189 | $1.2M |
| M Wealth Management, LLC | 1.05% | No change | 26,642 | $1.2M |
| Garde Capital, Inc. | 0.06% | No change | 26,598 | $1.2M |
| New England Private Wealth Advisors LLC | 0.16% | Add +0.4% | 26,483 | $1.2M |
| Clark Asset Management, LLC | 0.14% | No change | 26,431 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Reduce -0.0% | 26,412 | $1.2M |
| Verus Financial Partners, Inc. | 0.11% | Add +0.4% | 26,409 | $1.2M |
| LBMC Investment Advisors, LLC | 0.07% | Add +3.8% | 26,290 | $1.2M |
| Bannerman Wealth Management Group, LLC | 0.86% | Reduce -33.3% | 26,180 | $1.2M |
| SJS Investment Consulting Inc. | 0.16% | Reduce -24.1% | 26,169 | $1.2M |
| Angeles Wealth Management, LLC | 0.07% | Reduce -12.4% | 25,976 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 25,886 | $1.2M |
| Pictet North America Advisors SA | 0.11% | No change | 25,825 | $1.2M |
| Kaufman Rossin Wealth, LLC | 0.63% | Reduce -9.3% | 25,704 | $1.1M |
| Vise Technologies, Inc. | 0.04% | New | 25,296 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -2.0% | 24,586 | $1.1M |
| Financial Council, LLC | 0.49% | No change | 24,585 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.0% | 24,481 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.1% | 24,431 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -7.7% | 23,822 | $1.1M |
| Phillips Financial Management, LLC | 0.07% | Add +0.3% | 23,691 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce 0.0% | 23,643 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.4% | 23,230 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 23,205 | $1.0M |
| Midwest Trust Co | 0.01% | Reduce -0.1% | 22,999 | $1.0M |
| Cambria Investment Management, L.P. | 0.06% | Add +1.5% | 22,977 | $1.0M |
| Empowered Funds, LLC | 0.01% | Add +1.5% | 22,977 | $1.0M |
| Silver Oak Advisory Group, Inc. | 0.46% | Reduce -2.2% | 22,883 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 22,680 | $1.0M |
| Teachers Insurance & Annuity Association of America | 1.21% | No change | 22,672 | $1.0M |
| Mustard Seed Financial, LLC | 0.64% | Add +1.0% | 22,445 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.3% | 22,381 | $1.0M |
| Allegiance Financial Group Advisory Services LLC | 0.23% | Add +0.1% | 22,140 | $989K |
| Parkside Investments, LLC | 0.12% | New | 22,018 | $984K |
| KDK Private Wealth Management, LLC | 0.97% | No change | 21,488 | $960K |
| Running Point Capital Advisors, LLC | 0.26% | Add +11.7% | 21,423 | $957K |
| MBM Wealth Consultants, LLC | 0.24% | No change | 21,375 | $955K |
| Stratos Investment Management, LLC | 0.04% | Reduce -22.9% | 21,374 | $955K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +0.3% | 21,246 | $949K |
| Seaside Wealth Management, Inc. | 0.28% | Add +0.2% | 21,239 | $949K |
| Balboa Wealth Partners | 0.16% | No change | 21,219 | $948K |
| Oak Wealth Advisors LLC | 0.55% | No change | 21,190 | $947K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -42.5% | 21,142 | $945K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 20,578 | $920K |
| Kathmere Capital Management, LLC | 0.07% | No change | 20,578 | $920K |
| Marietta Wealth Management, LLC | 0.11% | Reduce -2.7% | 20,410 | $912K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 20,396 | $911K |
| Keybank National Association | 0.00% | No change | 20,332 | $909K |
| Accredited Investor Services, LLC | 0.62% | Reduce -0.3% | 20,307 | $908K |
| Signaturefd, LLC | 0.01% | Add +6.7% | 20,262 | $906K |
| Rehmann Capital Advisory Group | 0.05% | Add +0.8% | 19,864 | $888K |
| CENTRAL TRUST Co | 0.02% | No change | 19,826 | $886K |
| Awm Capital, LLC | 0.08% | Reduce -1.5% | 19,718 | $881K |
| XY Planning Network, Inc. | 0.30% | No change | 20,588 | $870K |
| Janney Montgomery Scott LLC | 0.00% | No change | 19,218 | $859K |
| M Holdings Securities, Inc. | 0.18% | Reduce -90.1% | 19,176 | $857K |
| Arbor Wealth Advisors LLC | 0.64% | Reduce -6.8% | 19,151 | $856K |
| Amarillo National Bank | 0.15% | No change | 19,084 | $853K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.9% | 18,876 | $844K |
| Commerce Bank | 0.00% | No change | 18,832 | $842K |
| Drive Wealth Management, LLC | 0.18% | Reduce -0.1% | 18,709 | $836K |
| BetterWealth, LLC | 0.20% | Reduce -20.4% | 18,641 | $833K |
| CRA Financial Services, LLC | 0.11% | No change | 18,639 | $833K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,614 | $832K |
| Professional Financial Advisors, LLC | 0.17% | Add +0.4% | 18,538 | $828K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.3% | 18,501 | $827K |
| tru Independence LLC | 0.21% | Add +0.2% | 18,388 | $822K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 18,289 | $817K |
| Cornerstone Financial Group, LLC | 0.63% | Add +0.4% | 18,167 | $812K |
| Evoke Wealth, LLC | 0.02% | No change | 18,118 | $810K |
| Arlington Financial Advisors, LLC | 0.12% | New | 17,905 | $800K |
| Red Tortoise LLC | 0.35% | No change | 17,856 | $798K |
| Cherrydale Wealth Management, LLC | 0.25% | Reduce -0.8% | 17,798 | $795K |
| Renasant Bank | 0.50% | No change | 17,757 | $794K |
| Falcon Wealth Planning | 0.07% | No change | 17,426 | $779K |
| Key Financial Inc | 0.14% | No change | 17,351 | $776K |
| Fifth Third Bancorp | 0.00% | Reduce -13.0% | 17,318 | $774K |
| Berger Financial Group, Inc | 0.05% | Add +0.0% | 17,308 | $773K |
| Caprock Group, LLC | 0.02% | — | 17,386 | $773K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 17,170 | $767K |
| Cathy Pareto & Associates, Inc. | 0.58% | Add +0.4% | 17,131 | $766K |
| Narus Financial Partners, LLC | 0.21% | Add +0.0% | 16,972 | $758K |
| D.A. Davidson & Co. | 0.00% | Add +1.2% | 16,968 | $758K |
| Rather & Kittrell, Inc. | 0.13% | No change | 16,925 | $756K |
| Colonial Trust Co / SC | 0.10% | No change | 16,918 | $756K |
| Betterment LLC | 0.00% | Reduce -0.9% | 16,889 | $755K |
| Aerodigm Wealth, LLC | 0.32% | No change | 16,821 | $752K |
| Vista Capital Partners, Inc. | 0.07% | Add +0.0% | 16,472 | $736K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16,436 | $735K |
| Eaton Financial Holdings Company, LLC | 0.21% | Add +0.4% | 16,433 | $734K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 16,409 | $733K |
| Voisard Asset Management Group, Inc. | 0.17% | No change | 16,187 | $723K |
| Waverly Advisors, LLC | 0.01% | Add +0.4% | 16,180 | $723K |
| Capital Investment Advisors, LLC | 0.01% | Add +8.3% | 16,060 | $718K |
| Park Avenue Securities LLC | 0.01% | No change | 15,731 | $703K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 15,726 | $703K |
| Babb Wealth Advisors LLC | 0.46% | Reduce -8.3% | 15,725 | $703K |
| Cadence Bank | 0.04% | Add +15.7% | 15,687 | $701K |
| Longview Financial Advisors LLC | 0.40% | Reduce -5.7% | 15,541 | $695K |
| Ameriprise Financial Inc. | 0.00% | Add +44.9% | 15,379 | $687K |
| Dakota Wealth Management | 0.01% | Reduce -10.4% | 15,245 | $681K |
| Bailard, Inc. | 0.01% | Reduce -3.7% | 15,227 | $680K |
| NerdWallet Wealth Partners, LLC | 0.33% | — | 15,216 | $680K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 15,205 | $680K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.2% | 14,991 | $670K |
| Gilbert & Cook, Inc. | 0.09% | New | 14,908 | $666K |
| Fortis Capital Advisors, LLC | 0.10% | No change | 14,594 | $652K |
| Belpointe Asset Management LLC | 0.02% | No change | 14,594 | $652K |
| Krilogy Financial LLC | 0.02% | Add +32.1% | 14,598 | $652K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $645K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,330 | $640K |
| AE Wealth Management LLC | 0.00% | Add +1.0% | 14,279 | $638K |
| VestGen Advisors, LLC | 0.02% | Add +27.4% | 14,150 | $632K |
| D'Orazio & Associates, Inc. | 0.08% | No change | 14,143 | $632K |
| Shore Point Advisors, LLC | 0.28% | Add +0.7% | 14,110 | $631K |
| Collective Family Office LLC | 0.15% | No change | 13,867 | $620K |
| NorthRock Partners, LLC | 0.01% | Add +22.8% | 13,862 | $619K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 13,843 | $619K |
| Rossby Financial, LCC | 0.20% | Add +0.1% | 13,780 | $616K |
| Full Sail Capital, LLC | 0.03% | New | 13,704 | $612K |
| Washington Trust Advisors, Inc. | 0.05% | Add +110.5% | 13,618 | $609K |
| FSM Wealth Advisors, LLC | 0.09% | Add +0.1% | 13,601 | $608K |
| Leo Wealth, LLC | 0.08% | Reduce -7.5% | 13,546 | $605K |
| CWA Asset Management Group, LLC | 0.02% | No change | 13,503 | $603K |
| Williams & Novak, LLC | 0.46% | Reduce -5.5% | 13,498 | $603K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.4% | 13,471 | $602K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 13,345 | $596K |
| Cahill Financial Advisors Inc. | 0.07% | New | 13,337 | $596K |
| Center for Financial Planning, Inc. | 0.06% | No change | 13,216 | $591K |
| Robinswood Financial LLC | 0.20% | Add +0.0% | 13,104 | $586K |
| Johnson Wealth Management, LLC | 0.32% | — | 12,972 | $580K |
| VERITY Wealth Advisors | 0.36% | No change | 12,775 | $571K |
| Oakworth Capital, Inc. | 0.03% | Reduce -0.8% | 12,717 | $568K |
| Capital Advisors Inc. | 0.01% | No change | 12,628 | $564K |
| TPG Financial Advisors, LLC | 0.21% | No change | 12,570 | $562K |
| McGrath & Associates, Inc. | 0.83% | No change | 12,480 | $558K |
| Lido Advisors, LLC | 0.00% | Add +10.2% | 12,455 | $557K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,158 | $543K |
| American Financial Advisors, LLC | 0.07% | Add +0.2% | 12,112 | $541K |
| Basso Capital Management, L.P. | 0.35% | No change | 11,800 | $527K |
| SVB Wealth LLC | 0.03% | Reduce -42.4% | 11,740 | $525K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.6% | 11,411 | $510K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $507K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 11,324 | $506K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $506K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,207 | $501K |
| MPWM Advisory Solutions, LLC | 0.29% | Reduce -5.3% | 11,037 | $493K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -3.1% | 10,860 | $485K |
| Ascent Group, LLC | 0.02% | No change | 10,849 | $485K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.16% | No change | 10,672 | $484K |
| Liberty Wealth Management LLC | 0.07% | Add +0.8% | 10,787 | $482K |
| Elevate Wealth Advisory, Inc. | 0.35% | Reduce -3.5% | 10,785 | $482K |
| Liberty Capital Management, Inc. | 0.09% | No change | 10,742 | $480K |
| Fortress Wealth Management, Inc. | 0.21% | Add +0.2% | 10,710 | $479K |
| Steele Capital Management, Inc. | 0.02% | No change | 10,564 | $472K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -28.7% | 10,527 | $470K |
| Debussy Capital Management LP | 0.07% | Add +0.1% | 10,470 | $468K |
| NCM Capital Management, LLC | 0.18% | No change | 10,465 | $468K |
| CVA Family Office, LLC | 0.06% | Add +0.5% | 10,441 | $467K |
| Cross Staff Investments Inc | 0.32% | No change | 10,391 | $464K |
| Cortland Associates Inc. | 0.05% | New | 10,350 | $463K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 10,310 | $461K |
| Quad-Cities Investment Group, LLC | 0.20% | Reduce -6.5% | 10,298 | $460K |
| WoodTrust Financial Corp | 0.05% | No change | 10,081 | $451K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $448K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.4% | 10,015 | $448K |
| Compass Wealth Management, LLC | 0.20% | Reduce -1.1% | 10,000 | $447K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 9,955 | $445K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,875 | $441K |
| Accredited Investors Inc. | 0.02% | Add +1.4% | 9,757 | $436K |
| Monument Group Wealth Advisors, LLC | 0.25% | Add +0.0% | 9,647 | $431K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.7% | 9,582 | $428K |
| Northeast Planning Associates, Inc. / NH / | 0.36% | No change | 9,551 | $427K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $421K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.8% | 9,406 | $420K |
| Avant Financial Advisors LLC | 0.32% | No change | 9,363 | $418K |
| Orion Capital Management LLC | 0.15% | Add +18.9% | 9,329 | $417K |
| Sovereign Financial Group, Inc. | 0.08% | Add +34.2% | 9,295 | $415K |
| Cozad Asset Management Inc. | 0.03% | Reduce -0.9% | 9,293 | $415K |
| Private Trust Co. NA | 0.04% | Reduce -24.9% | 9,274 | $414K |
| Mullaney, Keating & Wright, Inc. | 0.23% | No change | 9,210 | $412K |
| Avestar Capital, LLC | 0.03% | No change | 9,163 | $409K |
| Ironwood Financial, llc | 0.07% | No change | 9,070 | $405K |
| Summit Asset Management, LLC | 0.06% | Add +0.4% | 9,041 | $404K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -2.4% | 9,039 | $404K |
| 49 Wealth Management, LLC | 0.04% | No change | 9,013 | $403K |
| RFG Advisory, LLC | 0.01% | Reduce -3.4% | 8,984 | $401K |
| Live Oak Private Wealth LLC | 0.06% | No change | 8,962 | $401K |
| Goldstein Advisors, LLC | 0.05% | No change | 8,819 | $394K |
| RB Capital Management, LLC | 0.09% | Reduce -0.9% | 8,795 | $393K |
| Bridges Investment Management Inc. | 0.01% | No change | 8,794 | $393K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 8,704 | $389K |
| M1 Capital Management LLC | 0.17% | No change | 8,666 | $387K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,538 | $382K |
| AlTi Global, Inc. | 0.01% | No change | 8,530 | $381K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.3% | 8,527 | $381K |
| Black Swift Group, LLC | 0.07% | New | 8,500 | $380K |
| GDS Wealth Management | 0.03% | No change | 8,481 | $379K |
| Newton One Investments LLC | 0.11% | Add +0.4% | 8,391 | $375K |
| First Western Trust Bank | 0.02% | Reduce -15.8% | 8,385 | $375K |
| Warburton Capital Management, LLC | 0.22% | Add +0.5% | 8,340 | $373K |
| Physician Wealth Solutions Inc. | 0.16% | No change | 8,307 | $371K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $371K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +13.5% | 8,221 | $367K |
| Brookstone Capital Management | 0.00% | Add +1.3% | 8,209 | $367K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 8,079 | $361K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +0.4% | 8,020 | $358K |
| Five Oceans Advisors | 0.13% | No change | 7,933 | $355K |
| Optima Capital LLC | 0.17% | No change | 7,912 | $354K |
| Ridgewood Investments LLC | 0.15% | Add +0.1% | 7,825 | $350K |
| PFG Private Wealth Management, LLC | 0.15% | New | 7,726 | $345K |
| Integrity Wealth Solutions LLC | 0.15% | Add +0.4% | 7,726 | $345K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $344K |
| Leeward Financial Partners, LLC | 0.10% | Reduce -9.0% | 7,670 | $343K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 7,653 | $342K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,638 | $341K |
| Roundview Capital LLC | 0.02% | No change | 7,626 | $341K |
| Operose Advisors LLC | 0.08% | Add +12.1% | 7,559 | $338K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 7,491 | $335K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $334K |
| LVM Capital Management Ltd. | 0.03% | New | 7,391 | $330K |
| Kathleen S. Wright Associates Inc. | 0.12% | No change | 7,348 | $328K |
| Smith Salley Wealth Management | 0.02% | No change | 7,344 | $328K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 7,339 | $328K |
| Elser Financial Planning, Inc | 0.39% | No change | 7,327 | $327K |
| Compass Capital Corp. /Ma/ | 0.14% | No change | 7,141 | $323K |
| MBL Wealth, LLC | 0.03% | No change | 7,229 | $323K |
| MB Generational Wealth, LLC | 0.20% | — | 7,193 | $321K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,188 | $321K |
| Caldwell Trust Co | 0.03% | No change | 7,089 | $317K |
| Bokf, NA | 0.00% | Reduce -0.7% | 7,087 | $317K |
| UMB Bank, n.a. | 0.00% | Reduce -3.1% | 7,074 | $316K |
| Cambridge Financial Group, LLC | 0.10% | Add +0.1% | 7,043 | $315K |
| Whalen Wealth Management Inc. | 0.18% | Add +0.5% | 6,986 | $312K |
| Principal Securities, Inc. | 0.01% | Add +4.0% | 6,972 | $312K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,809 | $304K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,748 | $302K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 6,714 | $300K |
| Americana Partners, LLC | 0.01% | New | 6,705 | $300K |
| Waterfront Wealth Inc. | 0.06% | No change | 6,654 | $297K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 6,646 | $297K |
| High Probability Advisors, LLC | 0.04% | No change | 6,646 | $297K |
| Aurdan Capital Management, LLC | 0.09% | No change | 6,644 | $297K |
| Grandfield & Dodd, LLC | 0.02% | No change | 6,583 | $294K |
| Russell Investments Group, Ltd. | 0.00% | Add +87.0% | 6,583 | $294K |
| Grove Street Fiduciary, LLC | 0.14% | No change | 6,544 | $292K |
| Harbour Investments, Inc. | 0.01% | No change | 6,473 | $289K |
| Lockerman Financial Group, Inc. | 0.36% | No change | 6,433 | $287K |
| Fiduciary Family Office, LLC | 0.08% | No change | 6,366 | $284K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $281K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $281K |
| HUB Investment Partners, LLC | 0.01% | Add +20.5% | 6,268 | $280K |
| Sterling Wealth Advisors Inc | 0.18% | No change | 6,250 | $277K |
| Essential Planning, LLC. | 0.09% | Add +0.4% | 6,131 | $274K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.3% | 6,097 | $272K |
| ORG Partners LLC | 0.05% | No change | 6,060 | $271K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,053 | $271K |
| Purkiss Capital Advisors LLC | 0.13% | New | 6,036 | $270K |
| QRG Capital Management, Inc. | 0.00% | Reduce -54.0% | 6,034 | $270K |
| Tableaux LLC | 0.11% | New | 6,016 | $269K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -88.4% | 5,973 | $267K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,954 | $266K |
| Disciplined Investors, L.L.C. | 0.19% | Reduce -2.3% | 5,941 | $266K |
| CGN Advisors LLC | 0.02% | Reduce -0.1% | 5,933 | $265K |
| Intrua Financial, LLC | 0.03% | No change | 5,927 | $265K |
| SevenBridge Financial Group, LLC | 0.04% | Add +0.4% | 5,794 | $265K |
| Marble Harbor Investment Counsel, LLC | 0.03% | New | 5,877 | $263K |
| Bull Oak Capital, LLC | 0.11% | No change | 5,849 | $261K |
| AlphaCore Capital LLC | 0.01% | Reduce -33.1% | 5,848 | $261K |
| First Bancorp, Inc | 0.14% | No change | 5,844 | $261K |
| Rise Advisors, LLC | 0.09% | Add +0.5% | 5,830 | $261K |
| Vantage Point Financial LLC | 0.10% | No change | 5,792 | $259K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 5,716 | $255K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $255K |
| Vident Advisory, LLC | 0.00% | No change | 5,707 | $255K |
| HWG Holdings LP | 0.06% | No change | 5,696 | $255K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,685 | $254K |
| Well Done, LLC | 0.04% | No change | 5,684 | $254K |
| Lantz Financial LLC | 0.06% | No change | 5,656 | $253K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.1% | 5,601 | $250K |
| Assetmark, Inc. | 0.00% | Add +4.0% | 5,591 | $250K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $247K |
| Everhart Financial Group, Inc. | 0.02% | No change | 5,515 | $246K |
| Mgo One Seven LLC | 0.01% | Reduce -16.5% | 5,430 | $243K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 5,427 | $243K |
| Ritholtz Wealth Management | 0.00% | Reduce -2.2% | 5,409 | $242K |
| Norden Group LLC | 0.02% | Add +0.5% | 5,375 | $240K |
| Vawter Financial, Ltd. | 0.11% | New | 5,350 | $239K |
| Bell Bank | 0.01% | No change | 5,306 | $237K |
| One Degree Advisors Inc | 0.07% | Add +0.2% | 5,134 | $229K |
| Independent Financial Group, LLC | 0.01% | Add +5.0% | 5,065 | $226K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,057 | $225K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -6.6% | 5,031 | $225K |
| Wealth Advisors of Iowa, LLC | 0.08% | No change | 4,986 | $223K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Add +0.5% | 4,962 | $222K |
| Kelly Financial Group LLC | 0.06% | Reduce -3.5% | 4,937 | $221K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $220K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $220K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $217K |
| Financial Insights, Inc. | 0.07% | New | 4,852 | $217K |
| Reyes Financial Architecture, Inc. | 0.15% | No change | 4,845 | $217K |
| OLIO Financial Planning | 0.06% | Reduce -17.6% | 4,814 | $215K |
| Signet Financial Management, LLC | 0.02% | No change | 4,787 | $214K |
| Carnegie Investment Counsel | 0.00% | No change | 4,764 | $213K |
| Motco | 0.02% | No change | 4,759 | $213K |
| Hill Investment Group Partners, LLC | 0.03% | New | 4,713 | $211K |
| LJI Wealth Management, LLC | 0.04% | Reduce -87.7% | 4,693 | $210K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 4,649 | $208K |
| Modern Wealth Management, LLC | 0.00% | New | 4,602 | $206K |
| Wallace Capital Management Inc. | 0.03% | New | 4,567 | $204K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -10.0% | 4,545 | $203K |
| Washington Trust Bank | 0.01% | New | 4,538 | $203K |
| Guidance Point Advisors, LLC | 0.05% | New | 4,505 | $201K |
| Lauer Wealth, LLC | 0.15% | Reduce -26.8% | 4,500 | $201K |
| MJP Associates Inc. | 0.03% | New | 4,480 | $200K |
| Advisor OS, LLC | 0.02% | New | 4,480 | $200K |
| American Capital Advisory, LLC | 0.09% | Add +102.7% | 4,118 | $184K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $166K |
| Sittner & Nelson, LLC | 0.06% | No change | 3,698 | $165K |
| Howe & Rusling Inc. | 0.01% | No change | 3,677 | $164K |
| JPL Wealth Management, LLC | 0.04% | New | 3,662 | $164K |
| Grand Wealth Management, LLC | 0.08% | No change | 3,581 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 3,569 | $160K |
| Ameritas Advisory Services, LLC | 0.01% | Add +71.4% | 3,464 | $155K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +4.4% | 3,412 | $152K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,354 | $150K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 3,275 | $146K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,225 | $144K |
| CX Institutional | 0.00% | Add +130.4% | 2,970 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,895 | $130K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $127K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.5% | 2,774 | $124K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 2,700 | $121K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 2,583 | $115K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 2,540 | $114K |
| Financial Consulate, Inc. | 0.02% | New | 2,535 | $113K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $112K |
| Abound Wealth Management | 0.03% | New | 2,482 | $111K |
| Aspect Partners, LLC | 0.05% | No change | 2,244 | $100K |
| CNB Bank | 0.04% | New | 2,176 | $97K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 2,127 | $95K |
| Kings Path Partners LLC | 0.03% | No change | 2,117 | $95K |
| JDM Financial Group LLC | 0.04% | No change | 1,898 | $85K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $83K |
| Asset Dedication, LLC | 0.01% | Add +0.5% | 1,731 | $77K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 1,645 | $74K |
| Coston, McIsaac & Partners | 0.02% | Add +0.5% | 1,444 | $64K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $63K |
| Retirement Wealth Solutions LLC | 0.04% | New | 1,343 | $60K |
| Bessemer Group Inc. | 0.00% | No change | 1,344 | $60K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $57K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,275 | $57K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,231 | $55K |
| St Germain D J Co. Inc. | 0.00% | New | 1,212 | $54K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 1,191 | $53K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,061 | $47K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,019 | $46K |
| Investors Research Corp | 0.01% | No change | 954 | $43K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $40K |
| Gleason Group, Inc. | 0.00% | Reduce -16.5% | 780 | $35K |
| City State Bank | 0.01% | No change | 744 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.6% | 729 | $33K |
| United Community Bank | 0.01% | No change | 649 | $29K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $28K |
| Tortoise Investment Management, LLC | 0.00% | No change | 540 | $24K |
| Archer Investment Corp | 0.01% | No change | 518 | $23K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 505 | $23K |
| Alerus Financial NA | 0.00% | No change | 485 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 448 | $20K |
| Steph & Co. | 0.01% | No change | 446 | $20K |
| Glassman Wealth Services | 0.00% | New | 388 | $17K |
| Truvestments Capital LLC | 0.00% | Reduce -40.5% | 371 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 350 | $16K |
| Fortitude Family Office, LLC | 0.00% | Reduce -74.4% | 266 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $9K |
| Kozak & Associates, Inc. | 0.00% | New | 198 | $9K |
| Tsfg, LLC | 0.00% | No change | 80 | $4K |
| Manning & Napier Advisors LLC | 0.00% | New | 23 | $1K |
"% of holder's portfolio" is DFUV's weight in each manager's 13F, not the share of Dimensional US Marketwide Va the manager owns.