Dimensional US Marketwide VaDFUVETF
13F holders, Q4 2025 (December 31)740holders +51
35new positions
23sold out
1famous investor
$46.66avg. 13F price*
At the end of Q4 2025, 740 institutions reported holding Dimensional US Marketwide Va (DFUV) in their 13F filings, up 51 from Q3 2025. 35 opened new positions and 23 sold out. The largest holders were Mercer Global Advisors Inc. ($1.9B), Savant Capital, LLC ($735.1M) and Focus Partners Wealth ($688.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Marketwide Va
- CUSIP
- 25434V724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.9M |
| Exits | 23 | $18.1M |
All 13F filers, Q3 2025 → Q4 2025: 11,526,450 shares bought and 3,990,774 shares sold, net +7,535,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 740 holders
| Mercer Global Advisors Inc. | 2.83% | Add +4.5% | 39,863,226 | $1.9B |
| Savant Capital, LLC | 4.18% | Reduce -1.4% | 15,777,842 | $735.1M |
| Focus Partners Wealth | 0.78% | Add +0.6% | 14,767,787 | $688.0M |
| Corient Private Wealth LP | 0.63% | Add +51.1% | 9,951,259 | $463.6M |
| Northern Trust Corp. | 0.04% | Reduce -1.2% | 5,885,246 | $274.2M |
| Index Fund Advisors, Inc. | 12.54% | Reduce -1.6% | 5,733,670 | $267.1M |
| Plancorp, LLC | 8.06% | Reduce -2.0% | 5,720,442 | $266.5M |
| Creative Planning | 0.17% | Reduce -1.7% | 5,039,285 | $234.8M |
| Focus Partners Advisor Solutions, LLC | 2.65% | Add +22.7% | 4,636,422 | $216.0M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.6% | 4,531,643 | $211.1M |
| TCI Wealth Advisors, Inc. | 8.53% | Add +9.2% | 3,319,491 | $154.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.56% | Add +6.1% | 3,058,248 | $142.5M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -3.0% | 2,702,280 | $130.2M |
| Cerity Partners LLC | 0.17% | Reduce -1.5% | 2,476,371 | $115.4M |
| Modera Wealth Management, LLC | 1.18% | Reduce -2.1% | 2,194,706 | $102.3M |
| Maseco LLP | 4.12% | Reduce -0.2% | 2,032,404 | $94.7M |
| Truepoint, Inc. | 2.06% | Reduce -0.8% | 1,966,611 | $91.6M |
| Trust Co of the South | 13.20% | Reduce -0.6% | 1,762,073 | $82.1M |
| Jackson Thornton Wealth Management, LLC | 7.70% | Add +0.1% | 1,690,520 | $81.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.9% | 1,365,295 | $63.6M |
| LPL Financial LLC | 0.02% | Add +1.4% | 1,355,344 | $63.1M |
| Evanson Asset Management, LLC | 3.35% | Add +1.2% | 1,333,124 | $62.1M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +8.5% | 1,319,434 | $61.5M |
| Choreo, LLC | 0.78% | Reduce -0.8% | 1,301,006 | $61.1M |
| Foster Group, Inc. | 1.80% | Reduce -1.5% | 1,281,493 | $59.7M |
| Beaird Harris Wealth Management, LLC | 4.07% | Reduce -0.9% | 1,269,014 | $59.1M |
| Pathstone Holdings, LLC | 0.22% | Reduce -4.8% | 1,235,981 | $57.6M |
| Forum Financial Management, LP | 0.72% | Reduce -0.8% | 1,190,941 | $55.5M |
| Sachem Hill LLC | 9.64% | Add +1.8% | 1,064,945 | $49.6M |
| Triune Financial Partners, LLC | 10.82% | Add +0.6% | 947,622 | $46.3M |
| Porter White Investment Advisors, Inc. | 18.60% | Add +0.9% | 973,576 | $45.4M |
| Team Hewins, LLC | 14.58% | Reduce -1.5% | 971,148 | $45.2M |
| Monograph Wealth Advisors, LLC | 4.43% | Add +1.8% | 968,443 | $45.1M |
| Parkwoods Wealth Partners, LLC | 12.92% | Add +2.0% | 942,335 | $43.9M |
| TFC Financial Management, Inc. | 5.36% | Reduce -1.6% | 917,022 | $42.7M |
| Heritage Investment Group, Inc. | 6.17% | Reduce -5.4% | 870,598 | $40.6M |
| Guardian Wealth Management, LLC | 12.63% | — | 855,118 | $39.8M |
| Smartleaf Asset Management LLC | 1.47% | Add +1935.2% | 826,929 | $38.8M |
| Keb Asset Management, LLC | 7.82% | Add +4.4% | 828,285 | $38.6M |
| Sax Wealth Advisors, LLC | 1.78% | Reduce -2.2% | 813,382 | $37.9M |
| Disciplined Equity Management, Inc. | 19.37% | Add +3.8% | 802,309 | $37.4M |
| Earned Wealth Advisors, LLC | 2.63% | Add +49.5% | 797,379 | $37.1M |
| Wescott Financial Advisory Group, LLC | 3.13% | Reduce -9.4% | 770,002 | $35.9M |
| Timonier Family Office, LTD. | 11.32% | Reduce -2.9% | 765,891 | $35.7M |
| Dixon Fnancial Services, Inc. | 15.72% | Reduce -0.5% | 760,873 | $35.4M |
| Planning Center, Inc. | 3.61% | Reduce -5.1% | 758,134 | $35.3M |
| Apella Capital, LLC | 0.68% | Reduce -10.2% | 738,218 | $34.4M |
| Tillman Hartley LLC | 8.60% | Reduce -1.7% | 735,476 | $34.3M |
| Mission Wealth Management, LP | 0.68% | Add +20.1% | 719,062 | $33.5M |
| Aspiriant, LLC | 0.96% | Reduce -1.0% | 718,099 | $33.5M |
| Allworth Financial LP | 0.14% | Reduce -1.2% | 716,744 | $33.4M |
| Wealth Architects, LLC | 2.98% | Reduce -0.4% | 710,843 | $33.1M |
| Wealth Management Nebraska | 3.78% | Reduce -0.7% | 708,882 | $33.0M |
| Richard Young Associates, Ltd. | 25.63% | — | 704,459 | $32.8M |
| Cardiff Park Advisors, LLC | 2.61% | Reduce -8.3% | 680,592 | $31.7M |
| Heritage Wealth Management, Inc./Texas | 13.66% | Reduce -0.5% | 675,745 | $31.5M |
| Mariner, LLC | 0.04% | Reduce -5.5% | 669,616 | $31.2M |
| Root Financial Partners, LLC | 1.60% | Reduce -34.1% | 663,011 | $30.9M |
| M Holdings Securities, Inc. | 2.20% | Add +3338.8% | 659,432 | $30.7M |
| Integrated Wealth Concepts LLC | 0.36% | Reduce -7.7% | 658,113 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -7.2% | 652,738 | $30.4M |
| McLean Asset Management Corp | 5.44% | Reduce -0.8% | 627,711 | $30.3M |
| Verus Financial Partners, Inc. | 2.68% | Add +2162.6% | 597,541 | $29.1M |
| Three Arch Wealth Management LLC | 5.26% | — | 602,251 | $28.1M |
| Premier Financial Group | 7.15% | Reduce -0.4% | 585,877 | $27.4M |
| Symmetry Partners, LLC | 1.62% | Reduce -6.8% | 586,045 | $27.3M |
| ShankerValleau Wealth Advisors, Inc. | 7.33% | Reduce -1.3% | 580,854 | $27.1M |
| WPWealth LLP | 4.23% | Add +8.2% | 580,288 | $27.0M |
| WorthPointe, LLC | 6.92% | Add +5.7% | 565,215 | $26.3M |
| Meritas Wealth Management, LLC | 12.63% | Reduce -2.7% | 563,721 | $26.3M |
| Moisand Fitzgerald Tamayo, LLC | 2.93% | Reduce -1.5% | 556,567 | $25.9M |
| TFO Wealth Partners, LLC | 3.88% | Add +0.3% | 556,420 | $25.9M |
| LRI Investments, LLC | 2.05% | Reduce -0.2% | 546,827 | $25.5M |
| Factor Wealth Management LTD | 5.43% | Add +18.5% | 540,018 | $25.2M |
| Petersen Hastings Wealth Advisors Inc. | 2.31% | — | 516,437 | $24.1M |
| Bayshore Asset Management, LLC | 9.77% | Add +1.6% | 513,951 | $23.9M |
| 1900 Wealth Management LLC | 1.53% | Reduce -1.4% | 513,436 | $23.9M |
| Benningfield Financial Advisors, LLC | 18.43% | Add +0.3% | 505,243 | $23.5M |
| American Investment Services, Inc. | 5.25% | Add +0.2% | 485,791 | $22.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.9% | 485,055 | $22.6M |
| Vise Technologies, Inc. | 0.44% | Add +1811.3% | 483,484 | $22.5M |
| Mather Group, Llc. | 0.23% | Reduce -15.5% | 483,072 | $22.5M |
| Prudent Man Investment Management, Inc. | 7.52% | Add +6.4% | 480,048 | $22.4M |
| Farther Finance Advisors, LLC | 0.24% | Add +6.5% | 477,636 | $22.3M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 474,029 | $22.1M |
| Legacy Financial Group, Inc. | 5.76% | Add +1.9% | 471,369 | $22.0M |
| RS Crum Inc. | 4.36% | Add +2.3% | 468,574 | $21.8M |
| Kooman & Associates | 6.46% | Add +2.5% | 468,453 | $21.8M |
| DiNuzzo Private Wealth, Inc. | 2.36% | Reduce -1.1% | 465,337 | $21.7M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -1.1% | 451,026 | $21.0M |
| Cetera Investment Advisers | 0.02% | Add +14.0% | 447,732 | $20.9M |
| Baker Boyer National Bank | 6.23% | Reduce -2.0% | 443,276 | $20.7M |
| Dopkins Wealth Management, LLC | 8.12% | Reduce -0.7% | 426,581 | $19.9M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.0% | 412,531 | $19.2M |
| Claris Advisors, LLC / Mo / | 5.68% | Add +1.5% | 399,783 | $18.6M |
| Grunden Financial Advisory, Inc. | 7.23% | Add +0.4% | 397,270 | $18.5M |
| Juncture Wealth Strategies, LLC | 6.01% | Add +0.1% | 391,958 | $18.3M |
| AQR Capital Management | 0.01% | Add +23.6% | 383,830 | $17.9M |
| UBS Group AG | 0.00% | Add +8.4% | 377,861 | $17.6M |
| Confluence Wealth Services, Inc. | 0.69% | Add +8.0% | 358,022 | $16.7M |
| McMill Wealth Management | 4.62% | Reduce -50.6% | 352,175 | $16.4M |
| Pillar Financial Advisors, LLC | 9.53% | Reduce -3.5% | 339,248 | $15.8M |
| Mosaic Family Wealth Partners, LLC | 1.72% | Reduce -1.4% | 337,190 | $15.7M |
| Ruedi Wealth Management, Inc. | 4.07% | Reduce -4.9% | 333,365 | $15.5M |
| Austin Asset Management Co Inc | 2.64% | Reduce -0.5% | 331,156 | $15.4M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -4.0% | 328,297 | $15.3M |
| Graves Light Lenhart Wealth, Inc. | 1.61% | Add +10.4% | 324,902 | $15.1M |
| Financial Synergies Wealth Advisors, Inc. | 1.46% | Add +0.9% | 324,195 | $15.1M |
| Larson Financial Group LLC | 0.50% | Reduce -1.6% | 321,383 | $15.0M |
| Pinney & Scofield, Inc. | 8.45% | Reduce -1.8% | 319,499 | $14.9M |
| Spire Wealth Management | 0.50% | Add +1.4% | 319,337 | $14.9M |
| Navigoe, LLC | 9.15% | Reduce -2.8% | 318,082 | $14.8M |
| Osaic Holdings, Inc. | 0.02% | Add +10.7% | 317,738 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.2% | 307,572 | $14.3M |
| Atlantic Union Bankshares Corp | 0.27% | Reduce -1.6% | 305,641 | $14.2M |
| Summit Wealth Group, LLC | 3.27% | Add +2.7% | 300,827 | $14.0M |
| Diversified Portfolios, Inc. | 1.16% | Reduce -0.4% | 299,719 | $14.0M |
| Savvy Advisors, Inc. | 0.45% | Add +1.4% | 296,739 | $13.8M |
| Squire Investment Management Company, LLC | 4.16% | Add +3.0% | 295,274 | $13.8M |
| Professional Financial Solutions LLC | 12.85% | — | 294,258 | $13.7M |
| Morgan Stanley | 0.00% | Add +3.7% | 290,199 | $13.5M |
| Sterling Wealth Management, Inc. | 3.81% | Reduce -1.5% | 286,966 | $13.4M |
| BIP Wealth, LLC | 0.47% | Add +2.6% | 286,035 | $13.3M |
| Dynamic Advisor Solutions LLC | 0.43% | Reduce -24.7% | 285,487 | $13.3M |
| New Dimensions Wealth Management, LLC | 11.12% | Reduce -1.8% | 279,039 | $13.0M |
| Altiora Financial Group, LLC | 2.24% | Reduce -5.0% | 278,793 | $13.0M |
| Addison Advisors LLC | 2.88% | Add +1.7% | 275,014 | $12.8M |
| Bridgewater Advisors Inc. | 0.82% | Reduce -0.3% | 257,582 | $12.6M |
| Quantinno Capital Management LP | 0.03% | Add +74.3% | 267,614 | $12.5M |
| Frankly Finances, LLC | 11.74% | — | 265,830 | $12.4M |
| SB Capital Management Inc | 4.52% | — | 264,597 | $12.3M |
| Lauterbach Financial Advisors, LLC | 5.94% | Add +0.0% | 260,734 | $12.1M |
| EP Wealth Advisors, LLC | 0.06% | — | 259,781 | $12.1M |
| Andrews, Lucia Wealth Management LLC | 7.18% | Reduce -14.6% | 259,133 | $12.1M |
| Vestia Personal Wealth Advisors | 6.08% | Add +0.7% | 245,078 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +5.6% | 246,405 | $11.5M |
| Investmark Advisory Group LLC | 4.65% | Reduce -1.8% | 234,473 | $10.9M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -5.8% | 232,424 | $10.8M |
| RTD Financial Advisors, Inc. | 1.30% | Reduce -0.5% | 229,310 | $10.7M |
| JDH Wealth Management, LLC | 7.16% | Reduce -0.6% | 224,116 | $10.4M |
| Burk Holdings LLC | 4.82% | Add +2.5% | 217,007 | $10.1M |
| Capstone Wealth Management, LLC | 7.25% | Reduce -0.8% | 213,293 | $9.9M |
| Tobias Financial Advisors, Inc. | 1.38% | Reduce -0.1% | 209,709 | $9.8M |
| Versant Capital Management, Inc | 1.20% | Reduce -0.6% | 204,850 | $9.5M |
| Rf&l Wealth Management, LLC | 5.34% | Reduce -1.5% | 204,461 | $9.5M |
| Greenspring Advisors, LLC | 0.58% | Add +546.8% | 203,801 | $9.5M |
| Jones Financial Companies LLLP | 0.01% | Add +17.3% | 197,398 | $9.2M |
| Peirce Capital Management, LLC | 3.65% | Add +0.6% | 196,768 | $9.2M |
| MAI Capital Management | 0.05% | Reduce -11.3% | 196,718 | $9.2M |
| Level Financial Advisors | 2.40% | Reduce -1.5% | 194,861 | $9.1M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -5.6% | 192,653 | $9.0M |
| Visionary Wealth Advisors | 0.40% | Add +13.4% | 190,217 | $8.9M |
| Werba Rubin Papier Wealth Management | 2.36% | Reduce -0.3% | 186,562 | $8.7M |
| Compound Planning, Inc. | 0.26% | Reduce -18.7% | 185,504 | $8.6M |
| Walsh & Associates, LLC | 8.32% | — | 181,107 | $8.4M |
| EverSource Wealth Advisors, LLC | 0.31% | Add +5.7% | 180,368 | $8.4M |
| Financial Harvest, LLC | 5.18% | Reduce -0.5% | 180,042 | $8.4M |
| Bank of America Corp. | 0.00% | Add +12.5% | 179,274 | $8.4M |
| Ariadne Wealth Management, LP | 3.36% | Reduce -0.6% | 162,914 | $8.1M |
| Strathmore Capital Advisors, Inc. | 2.57% | Reduce -3.7% | 168,276 | $7.8M |
| Belleair Asset Management, LLC | 7.46% | — | 168,153 | $7.8M |
| Sprinkle Financial Consultants LLC | 3.94% | Reduce -1.9% | 166,538 | $7.8M |
| Cwm, LLC | 0.02% | Add +143.0% | 166,004 | $7.7M |
| Baker Tilly Wealth Management, LLC | 1.90% | Reduce -46.8% | 165,380 | $7.7M |
| TruNorth Capital Management, LLC | 1.45% | Add +0.0% | 163,516 | $7.6M |
| Seneschal Advisors, LLC | 5.55% | Reduce -1.9% | 161,619 | $7.5M |
| Exencial Wealth Advisors, LLC | 0.24% | Reduce -0.3% | 160,353 | $7.5M |
| JFS Wealth Advisors, LLC | 0.40% | Add +1.8% | 153,637 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -0.0% | 153,555 | $7.2M |
| Lutz Financial Services LLC | 0.48% | Add +18.8% | 152,015 | $7.1M |
| Aegis Wealth Management LLC | 3.87% | Reduce -10.3% | 147,057 | $6.9M |
| Kondo Wealth Advisors, Inc. | 2.60% | Reduce -0.2% | 145,973 | $6.8M |
| CarsonAllaria Wealth Management, Ltd. | 3.28% | Reduce -1.4% | 141,869 | $6.6M |
| Northwest Wealth Management, LLC | 1.01% | Add +1.5% | 137,292 | $6.4M |
| Captrust Financial Advisors | 0.01% | Add +1.9% | 135,804 | $6.3M |
| Shearwater Capital LLC | 3.59% | Reduce -4.9% | 134,352 | $6.3M |
| First National Bank Sioux Falls | 1.87% | No change | 134,254 | $6.3M |
| EnRich Financial Partners LLC | 1.69% | Reduce -1.9% | 132,822 | $6.2M |
| Cherry Tree Wealth Management, LLC | 1.29% | Reduce -8.3% | 130,859 | $6.1M |
| Strategic Investment Solutions, Inc. | 1.46% | Reduce -10.4% | 130,612 | $6.1M |
| Gradient Capital Advisors, LLC | 1.57% | Reduce -1.7% | 130,449 | $6.1M |
| Colorado Capital Management, Inc. | 2.28% | Reduce -1.3% | 130,431 | $6.1M |
| Lam Group, Inc. | 3.48% | Add +0.1% | 130,385 | $6.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.6% | 129,988 | $6.1M |
| Weinberger Asset Management, Inc | 2.17% | Add +9.2% | 129,457 | $6.0M |
| GEM Asset Management, LLC | 2.67% | Add +2.2% | 125,788 | $6.0M |
| Builder Investment Group Inc. | 1.28% | No change | 127,393 | $5.9M |
| Annandale Capital, LLC | 0.96% | Reduce -0.5% | 126,224 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -21.7% | 124,717 | $5.8M |
| Abacus Wealth Partners, LLC | 0.57% | Reduce -2.1% | 124,630 | $5.8M |
| BOK Financial Private Wealth, Inc. | 0.35% | No change | 124,354 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.3% | 123,170 | $5.7M |
| Cogent Strategic Wealth LLC | 5.88% | — | 110,957 | $5.4M |
| Simplicity Wealth,LLC | 0.32% | Reduce -1.0% | 115,554 | $5.4M |
| Evensky & Katz LLC | 0.30% | Reduce -0.8% | 115,447 | $5.4M |
| Forteris Wealth Management Inc. | 5.24% | — | 114,340 | $5.3M |
| Yeomans Consulting Group, Inc. | 1.53% | Add +2.7% | 112,065 | $5.2M |
| PFG Advisors | 0.25% | Reduce -5.4% | 109,388 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -1.2% | 108,829 | $5.1M |
| FMR LLC | 0.00% | Add +5.8% | 107,054 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 106,945 | $5.0M |
| Intelligent Financial Strategies | 2.39% | Reduce -1.1% | 106,722 | $5.0M |
| FMB Wealth Management | 1.96% | Reduce -0.4% | 106,548 | $5.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.0% | 105,217 | $4.9M |
| Sollinda Capital Management LLC | 1.24% | Add +53.6% | 104,134 | $4.9M |
| AG Asset Advisory, LLC | 4.08% | Add +25.8% | 102,231 | $4.8M |
| Trace Wealth Advisors, LLC | 3.40% | No change | 101,158 | $4.7M |
| Vannoy Advisory Group, Inc. | 2.98% | Add +0.7% | 100,813 | $4.7M |
| Joel Isaacson & Co., LLC | 0.15% | Add +1284.1% | 99,486 | $4.6M |
| Investment Advisory Group, LLC | 1.18% | No change | 98,192 | $4.6M |
| Verdence Capital Advisors LLC | 0.27% | Reduce -14.8% | 98,091 | $4.6M |
| SwitchPoint Financial Planning, LLC | 3.20% | Reduce -5.2% | 97,976 | $4.6M |
| US Bancorp \de | 0.01% | Add +33.0% | 97,493 | $4.5M |
| Summit Financial Strategies, Inc. | 0.37% | No change | 96,558 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +15.7% | 96,305 | $4.5M |
| Embree Financial Group | 0.55% | Reduce -20.6% | 96,083 | $4.5M |
| McCartney Wealth Management LLC | 3.80% | — | 94,624 | $4.4M |
| Cascade Wealth Advisors, Inc | 2.02% | Add +10.9% | 89,571 | $4.4M |
| HMV Wealth Advisors, LLC | 2.18% | Add +3.1% | 93,687 | $4.4M |
| Pacific Asset Management, LLC | 2.51% | Reduce -2.7% | 89,593 | $4.2M |
| BluePrint Investing LLC | 3.56% | — | 85,242 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.1% | 84,842 | $4.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -1.9% | 84,339 | $3.9M |
| Tumwater Wealth Management, LLC | 1.59% | Reduce -0.1% | 84,002 | $3.9M |
| Vistica Wealth Advisors, LLC | 3.79% | — | 81,691 | $3.8M |
| Tiaa Trust, National Association | 0.01% | Reduce -3.4% | 79,399 | $3.7M |
| 55 North Private Wealth, LLC | 0.97% | — | 78,668 | $3.7M |
| Kilner Capital Advisors, LLC | 3.50% | — | 78,665 | $3.7M |
| Virtue Asset Management LLC | 2.92% | No change | 76,969 | $3.6M |
| Axis Wealth Partners, LLC | 1.95% | Add +1.3% | 75,855 | $3.5M |
| WASHINGTON TRUST Co | 0.11% | No change | 75,104 | $3.5M |
| Clearstead Advisors, LLC | 0.04% | Add +0.2% | 74,548 | $3.5M |
| CFS Investment Advisory Services, LLC | 0.25% | Reduce -2.7% | 74,311 | $3.5M |
| Aspen Capital Management, LLC | 0.85% | Reduce -1.9% | 73,666 | $3.4M |
| Regions Financial Corp. | 0.02% | Reduce -0.1% | 72,152 | $3.4M |
| Platform Wealth Management, LLC | 0.88% | — | 71,276 | $3.3M |
| Wealth Advisors Northwest LLC | 1.47% | Reduce -1.1% | 71,273 | $3.3M |
| Zhang Financial LLC | 0.12% | Add +0.9% | 70,016 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Add +0.3% | 69,402 | $3.2M |
| BWM Planning, LLC | 0.84% | No change | 67,707 | $3.2M |
| Generations Wealth, LLC | 3.16% | — | 66,267 | $3.1M |
| Disciplined Investments, LLC | 1.18% | Reduce -2.0% | 65,672 | $3.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 65,323 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.08% | Add +0.2% | 64,356 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +1.8% | 63,888 | $3.0M |
| Melfa Wealth Management, Inc. | 1.69% | Add +0.1% | 62,935 | $2.9M |
| Woodside Wealth Management LLC | 2.18% | Reduce -0.5% | 62,725 | $2.9M |
| Cypress Wealth Services, LLC | 0.40% | Add +18.4% | 62,281 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.7% | 60,273 | $2.8M |
| Westmount Partners, LLC | 0.70% | No change | 60,240 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -8.0% | 58,794 | $2.7M |
| Clarity Capital Advisors, LLC | 1.35% | Add +2.1% | 58,107 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -13.8% | 57,055 | $2.7M |
| Bridge Generations Wealth Management LLC | 1.64% | Reduce -0.7% | 56,732 | $2.6M |
| Poinciana Advisors Group, LLC | 2.06% | Add +9.1% | 56,197 | $2.6M |
| Matauro, LLC | 0.39% | Add +0.7% | 56,037 | $2.6M |
| Fonville Wealth Management LLC | 0.53% | Add +0.0% | 55,716 | $2.6M |
| Triumph Capital Management | 0.56% | New | 55,579 | $2.6M |
| Family CFO Inc | 1.15% | No change | 55,422 | $2.6M |
| Clark Asset Management, LLC | 0.27% | Add +107.5% | 54,841 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.5% | 54,816 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.92% | Reduce -1.4% | 54,348 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +86.5% | 53,267 | $2.5M |
| Quantum Financial Advisors, LLC | 0.28% | Reduce -8.6% | 53,107 | $2.5M |
| TAGStone Capital, Inc. | 0.90% | Add +0.3% | 51,726 | $2.4M |
| Warwick Investment Management, Inc. | 0.37% | Add +0.3% | 51,723 | $2.4M |
| Curi Capital, LLC | 0.04% | Reduce -10.1% | 51,395 | $2.4M |
| Daybright Advisory Services, Inc. | 0.62% | — | 50,271 | $2.3M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -0.5% | 47,358 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 49,274 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +4.3% | 48,229 | $2.2M |
| Kane Co Wealth Management, Inc. | 1.97% | — | 47,954 | $2.2M |
| Global Retirement Partners, LLC | 0.04% | Add +5.0% | 47,608 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 47,389 | $2.2M |
| Cloud Capital Management, LLC | 1.04% | Add +23.7% | 47,249 | $2.2M |
| 25 LLC | 0.68% | Reduce -0.7% | 46,314 | $2.2M |
| Valued Wealth Advisors LLC | 0.94% | Reduce -1.6% | 46,115 | $2.1M |
| Blair William & Co. | 0.01% | Add +0.3% | 45,135 | $2.1M |
| Blue Trust, Inc. | 0.02% | Add +3.1% | 45,115 | $2.1M |
| Stone Summit Wealth LLC | 0.56% | Reduce -1.6% | 44,540 | $2.1M |
| Aurelius Family Office LLC | 0.89% | Reduce -5.8% | 43,182 | $2.1M |
| Curio Wealth, LLC | 0.70% | Reduce -0.3% | 42,103 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +30.1% | 42,508 | $2.0M |
| Francis Financial, Inc. | 0.39% | Reduce -12.2% | 42,353 | $2.0M |
| Tred Avon Family Wealth, LLC | 0.64% | No change | 41,902 | $2.0M |
| Tarbox Family Office, Inc. | 0.31% | Add +1.7% | 41,863 | $2.0M |
| FAS Wealth Partners, Inc. | 0.12% | Add +17.3% | 41,177 | $1.9M |
| IFG Advisors, LLC | 0.31% | Reduce -2.1% | 40,523 | $1.9M |
| Rialto Wealth Management, LLC | 0.45% | Add +0.0% | 40,422 | $1.9M |
| Samalin Investment Counsel, LLC | 0.66% | Add +6.3% | 39,954 | $1.9M |
| Entelevest, LLC | 1.93% | — | 39,948 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -6.5% | 39,158 | $1.8M |
| Websterrogers Financial Advisors, LLC | 0.53% | Reduce -2.3% | 38,956 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.4% | 38,365 | $1.8M |
| LJI Wealth Management, LLC | 0.27% | Add +714.3% | 38,217 | $1.8M |
| Kavar Capital Partners Group, LLC | 0.24% | Add +0.0% | 36,813 | $1.7M |
| Comerica Bank | 0.01% | No change | 36,357 | $1.7M |
| Cordant, Inc. | 0.70% | Reduce -24.4% | 35,988 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 35,976 | $1.7M |
| Empowered Funds, LLC | 0.03% | Add +54.8% | 35,556 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.2% | 35,516 | $1.7M |
| Cambria Investment Management, L.P. | 0.09% | Add +51.1% | 34,716 | $1.6M |
| Beacon Financial Advisory LLC | 0.37% | Reduce -1.8% | 34,268 | $1.6M |
| IFP Advisors, Inc | 0.04% | Add +1.9% | 33,977 | $1.6M |
| XY Planning Network, Inc. | 0.27% | Add +62.1% | 33,370 | $1.6M |
| Quadcap Wealth Management, LLC | 0.18% | No change | 32,970 | $1.5M |
| ARK & TLK Investments, LLC | 0.42% | No change | 32,807 | $1.5M |
| Aspen Wealth Management LLC | 0.32% | Reduce -0.1% | 32,755 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.3% | 32,197 | $1.5M |
| Klingman & Associates, LLC | 0.07% | New | 31,457 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +6.7% | 31,377 | $1.5M |
| Cogent Private Wealth, Inc. | 1.11% | — | 31,337 | $1.5M |
| Applied Capital LLC | 0.56% | Reduce -0.5% | 31,235 | $1.5M |
| Busey Bank | 0.04% | No change | 31,112 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +4.0% | 30,245 | $1.4M |
| Verus Wealth Management, LLC | 1.31% | No change | 30,065 | $1.4M |
| Bragg Financial Advisors, Inc | 0.05% | No change | 29,836 | $1.4M |
| Parkside Financial Bank & Trust | 0.10% | Reduce -8.8% | 29,322 | $1.4M |
| RAM Investment Partners, LLC | 0.24% | Reduce -5.1% | 29,014 | $1.4M |
| Fiduciary Trust Co | 0.02% | Reduce -3.1% | 28,865 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.7% | 28,760 | $1.3M |
| Farmers National Bank | 0.30% | Reduce -1.2% | 28,465 | $1.3M |
| Wick Capital Partners, LLC | 0.24% | No change | 28,339 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.29% | Add +1.0% | 27,788 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 27,741 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -5.3% | 27,568 | $1.3M |
| Oath Planning, LLC | 1.26% | — | 27,454 | $1.3M |
| IFG Advisory, LLC | 0.05% | Reduce -2.8% | 26,987 | $1.3M |
| Measured Wealth Private Client Group, LLC | 0.33% | Reduce -0.9% | 26,931 | $1.3M |
| Garde Capital, Inc. | 0.07% | No change | 26,598 | $1.2M |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.3% | 26,568 | $1.2M |
| M Wealth Management, LLC | 1.07% | Reduce -0.7% | 26,461 | $1.2M |
| LBMC Investment Advisors, LLC | 0.08% | Add +0.1% | 26,330 | $1.2M |
| Bannerman Wealth Management Group, LLC | 0.86% | No change | 26,180 | $1.2M |
| SJS Investment Consulting Inc. | 0.15% | No change | 26,169 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | New | 25,118 | $1.2M |
| Kaufman Rossin Wealth, LLC | 0.63% | Add +1.0% | 25,950 | $1.2M |
| Pictet North America Advisors SA | 0.11% | No change | 25,825 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Reduce -4.3% | 25,288 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.9% | 24,650 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.72% | Reduce -9.9% | 24,623 | $1.1M |
| Financial Council, LLC | 0.46% | No change | 24,585 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -5.2% | 24,532 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce 0.0% | 24,480 | $1.1M |
| &partners | 0.01% | Reduce -22.7% | 24,410 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -2.0% | 24,096 | $1.1M |
| Phillips Financial Management, LLC | 0.07% | Add +0.3% | 23,752 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.7% | 23,434 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +44.2% | 23,337 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 23,205 | $1.1M |
| Midwest Trust Co | 0.01% | No change | 22,999 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +13.4% | 22,970 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.2% | 22,897 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.48% | No change | 22,883 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 22,680 | $1.1M |
| Teachers Insurance & Annuity Association of America | 1.24% | No change | 22,672 | $1.1M |
| Mustard Seed Financial, LLC | 0.66% | Add +1.0% | 22,671 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -5.9% | 22,422 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +28.1% | 22,176 | $1.0M |
| Allegiance Financial Group Advisory Services LLC | 0.22% | Add +0.1% | 22,161 | $1.0M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.97% | — | 22,141 | $1.0M |
| Parkside Investments, LLC | 0.13% | No change | 22,018 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -6.0% | 21,830 | $1.0M |
| KDK Private Wealth Management, LLC | 0.87% | No change | 21,488 | $1.0M |
| Stratos Investment Management, LLC | 0.04% | Add +0.3% | 21,449 | $999K |
| Running Point Capital Advisors, LLC | 0.27% | No change | 21,423 | $998K |
| MBM Wealth Consultants, LLC | 0.24% | No change | 21,375 | $996K |
| Seaside Wealth Management, Inc. | 0.28% | Add +0.1% | 21,265 | $991K |
| Balboa Wealth Partners | 0.16% | No change | 21,219 | $989K |
| Avantax Planning Partners, Inc. | 0.03% | No change | 21,142 | $985K |
| IHT Wealth Management, LLC | 0.02% | Add +0.2% | 20,617 | $961K |
| Kathmere Capital Management, LLC | 0.06% | No change | 20,578 | $959K |
| Wealth Enhancement Trust Services, Inc. | 0.12% | — | 20,492 | $955K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 20,403 | $951K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 20,396 | $950K |
| Marietta Wealth Management, LLC | 0.11% | Reduce -0.2% | 20,360 | $949K |
| Accredited Investor Services, LLC | 0.62% | Reduce -0.3% | 20,241 | $943K |
| Keybank National Association | 0.00% | Reduce -0.5% | 20,232 | $943K |
| CENTRAL TRUST Co | 0.02% | No change | 19,826 | $924K |
| Empower Advisory Group, LLC | 0.00% | Add +62.5% | 19,762 | $921K |
| Awm Capital, LLC | 0.08% | Reduce -0.4% | 19,645 | $915K |
| CRA Financial Services, LLC | 0.12% | Add +3.2% | 19,240 | $896K |
| W1M Asset Management Ltd | 0.01% | New | 19,160 | $892K |
| Amarillo National Bank | 0.16% | No change | 19,084 | $889K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 19,069 | $888K |
| Commerce Bank | 0.00% | No change | 18,832 | $877K |
| Smith Chas P & Associates Pa Cpas | 0.05% | New | 18,697 | $871K |
| BetterWealth, LLC | 0.20% | No change | 18,641 | $868K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 18,614 | $867K |
| Professional Financial Advisors, LLC | 0.18% | Add +0.3% | 18,603 | $867K |
| Arbor Wealth Advisors LLC | 0.62% | Reduce -2.9% | 18,601 | $867K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 18,522 | $863K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -32.9% | 18,423 | $858K |
| tru Independence LLC | 0.22% | Add +0.2% | 18,422 | $858K |
| Oak Wealth Advisors LLC | 0.49% | Reduce -13.3% | 18,361 | $855K |
| Northwest Wealth Advisors, LLC | 0.67% | — | 18,352 | $855K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -7.6% | 18,352 | $855K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 18,289 | $852K |
| Cornerstone Financial Group, LLC | 0.59% | Add +0.3% | 18,231 | $849K |
| Evoke Wealth, LLC | 0.02% | No change | 18,118 | $844K |
| NorthRock Partners, LLC | 0.01% | Add +30.5% | 18,092 | $843K |
| Drive Wealth Management, LLC | 0.16% | Reduce -3.3% | 18,089 | $843K |
| Red Tortoise LLC | 0.36% | No change | 17,856 | $832K |
| Renasant Bank | 0.56% | No change | 17,757 | $827K |
| Caprock Group, LLC | 0.02% | Add +0.8% | 17,532 | $817K |
| Falcon Wealth Planning | 0.07% | No change | 17,426 | $812K |
| D.A. Davidson & Co. | 0.01% | Add +2.5% | 17,388 | $810K |
| Summit Wealth Group LLC / Co. | 0.11% | New | 17,369 | $809K |
| Key Financial Inc | 0.15% | No change | 17,351 | $808K |
| Berger Financial Group, Inc | 0.05% | Add +0.0% | 17,311 | $807K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 17,170 | $800K |
| Narus Financial Partners, LLC | 0.22% | Reduce -0.0% | 16,971 | $791K |
| Cathy Pareto & Associates, Inc. | 0.55% | Reduce -1.2% | 16,927 | $789K |
| Rather & Kittrell, Inc. | 0.13% | No change | 16,925 | $789K |
| Prism Planning Partners LLC | 0.88% | — | 16,868 | $786K |
| Aerodigm Wealth, LLC | 0.30% | No change | 16,821 | $784K |
| Colonial Trust Co / SC | 0.10% | Reduce -0.9% | 16,762 | $781K |
| Eaton Financial Holdings Company, LLC | 0.21% | Add +0.3% | 16,491 | $768K |
| Vista Capital Partners, Inc. | 0.08% | Add +0.0% | 16,476 | $768K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 16,452 | $766K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 16,440 | $766K |
| Capital Investment Management, Inc. | 0.27% | — | 16,396 | $764K |
| Powerhouse Assets LLC | 0.66% | — | 16,193 | $754K |
| Voisard Asset Management Group, Inc. | 0.16% | No change | 16,187 | $754K |
| Betterment LLC | 0.00% | Reduce -4.7% | 16,094 | $750K |
| Krilogy Financial LLC | 0.03% | Add +3.8% | 15,159 | $739K |
| Babb Wealth Advisors LLC | 0.41% | Add +0.3% | 15,764 | $734K |
| Park Avenue Securities LLC | 0.01% | No change | 15,731 | $733K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 15,726 | $733K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.4% | 15,680 | $731K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.6% | 15,525 | $723K |
| Cadence Bank | 0.04% | Reduce -1.1% | 15,521 | $723K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.3% | 15,416 | $718K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 15,278 | $712K |
| Dakota Wealth Management | 0.01% | No change | 15,245 | $710K |
| Longview Financial Advisors LLC | 0.39% | Reduce -1.9% | 15,239 | $710K |
| NerdWallet Wealth Partners, LLC | 0.32% | No change | 15,216 | $709K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 15,205 | $708K |
| Bailard, Inc. | 0.02% | Reduce -1.1% | 15,059 | $702K |
| Fortis Capital Advisors, LLC | 0.10% | No change | 14,594 | $680K |
| Belpointe Asset Management LLC | 0.02% | No change | 14,594 | $680K |
| Williams & Novak, LLC | 0.51% | Add +7.9% | 14,565 | $679K |
| Pandowealth. LLC | 0.62% | — | 14,431 | $672K |
| GenTrust, LLC | 0.03% | No change | 14,422 | $672K |
| Shore Point Advisors, LLC | 0.28% | Add +1.9% | 14,373 | $670K |
| Operose Advisors LLC | 0.15% | Add +88.2% | 14,225 | $663K |
| D'Orazio & Associates, Inc. | 0.08% | No change | 14,143 | $659K |
| Collective Family Office LLC | 0.15% | No change | 13,867 | $646K |
| Rossby Financial, LCC | 0.20% | Add +0.1% | 13,791 | $643K |
| Pathfinder Wealth Consulting, Inc. | 0.40% | — | 13,663 | $637K |
| FSM Wealth Advisors, LLC | 0.09% | Add +0.0% | 13,607 | $634K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 13,515 | $630K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -9.4% | 13,513 | $630K |
| CWA Asset Management Group, LLC | 0.02% | No change | 13,503 | $629K |
| Leo Wealth, LLC | 0.05% | Reduce -0.9% | 13,420 | $625K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 13,392 | $624K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.0% | 13,340 | $622K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -3.6% | 13,339 | $621K |
| Johnson Wealth Management, LLC | 0.31% | Add +2.0% | 13,237 | $617K |
| Center for Financial Planning, Inc. | 0.06% | No change | 13,216 | $616K |
| Robinswood Financial LLC | 0.20% | Add +0.1% | 13,110 | $611K |
| Range Advisory, LLC | 0.16% | — | 13,072 | $609K |
| HBE Wealth Management, LLC | 0.57% | — | 12,964 | $604K |
| AE Wealth Management LLC | 0.00% | Reduce -9.6% | 12,916 | $602K |
| VERITY Wealth Advisors | 0.37% | No change | 12,775 | $595K |
| MB Generational Wealth, LLC | 0.32% | Add +77.5% | 12,770 | $595K |
| Oakworth Capital, Inc. | 0.03% | No change | 12,717 | $592K |
| Capital Advisors Inc. | 0.01% | No change | 12,628 | $588K |
| McGrath & Associates, Inc. | 0.83% | No change | 12,480 | $581K |
| Jane Street Group, LLC | 0.00% | Reduce -76.9% | 12,425 | $579K |
| Prosperity Bancshares Inc | 0.52% | — | 12,367 | $576K |
| American Financial Advisors, LLC | 0.07% | Add +0.2% | 12,134 | $565K |
| Lido Advisors, LLC | 0.00% | No change | 12,455 | $557K |
| Basso Capital Management, L.P. | 0.33% | No change | 11,800 | $550K |
| SVB Wealth LLC | 0.03% | Add +0.1% | 11,749 | $547K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -14.4% | 11,661 | $543K |
| TPG Financial Advisors, LLC | 0.18% | Reduce -7.8% | 11,595 | $540K |
| Hollencrest Capital Management | 0.02% | No change | 11,339 | $528K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 11,324 | $528K |
| Naples Global Advisors, LLC | 0.04% | No change | 11,320 | $527K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,207 | $522K |
| MBL Wealth, LLC | 0.04% | Add +54.0% | 11,131 | $519K |
| MPWM Advisory Solutions, LLC | 0.29% | Reduce -0.3% | 11,008 | $513K |
| O'Brien Wealth Partners LLC | 0.07% | New | 10,960 | $511K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 10,860 | $506K |
| Ascent Group, LLC | 0.02% | No change | 10,849 | $505K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +88.9% | 10,796 | $503K |
| Liberty Capital Management, Inc. | 0.09% | No change | 10,742 | $500K |
| Strategic Financial Services, Inc. | 0.02% | No change | 9,875 | $499K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | No change | 10,672 | $497K |
| Steele Capital Management, Inc. | 0.02% | No change | 10,564 | $492K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,527 | $490K |
| Debussy Capital Management LP | 0.07% | Add +0.1% | 10,482 | $488K |
| CVA Family Office, LLC | 0.06% | Add +0.3% | 10,477 | $488K |
| NCM Capital Management, LLC | 0.18% | No change | 10,465 | $488K |
| Elevate Wealth Advisory, Inc. | 0.33% | Reduce -3.5% | 10,413 | $485K |
| VestGen Advisors, LLC | 0.02% | Reduce -26.6% | 10,393 | $484K |
| Cross Staff Investments Inc | 0.27% | No change | 10,391 | $484K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 10,310 | $480K |
| Quad-Cities Investment Group, LLC | 0.20% | No change | 10,298 | $480K |
| Americana Partners, LLC | 0.01% | Add +52.5% | 10,223 | $476K |
| WoodTrust Financial Corp | 0.05% | No change | 10,081 | $470K |
| Towneley Capital Management, Inc / DE | 0.10% | Add +0.3% | 10,050 | $468K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -29.9% | 10,040 | $468K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,028 | $467K |
| Compass Wealth Management, LLC | 0.19% | Add +0.2% | 10,023 | $467K |
| Sovereign Financial Group, Inc. | 0.08% | Add +7.3% | 9,975 | $465K |
| Accredited Investors Inc. | 0.02% | Reduce -1.4% | 9,623 | $448K |
| Northeast Planning Associates, Inc. / NH / | 0.31% | No change | 9,551 | $445K |
| Monument Group Wealth Advisors, LLC | 0.24% | Reduce -1.5% | 9,505 | $443K |
| Gradient Investments LLC | 0.01% | No change | 9,427 | $439K |
| Approach Retirement Advisors, LLC | 0.38% | — | 9,408 | $438K |
| Ironwood Financial, llc | 0.07% | No change | 9,070 | $438K |
| Avant Financial Advisors LLC | 0.31% | No change | 9,363 | $436K |
| Private Trust Co. NA | 0.04% | No change | 9,274 | $432K |
| Black Swift Group, LLC | 0.07% | Add +8.8% | 9,246 | $431K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +1.9% | 9,212 | $429K |
| Mullaney, Keating & Wright, Inc. | 0.23% | No change | 9,210 | $429K |
| Orion Capital Management LLC | 0.14% | Reduce -1.5% | 9,189 | $428K |
| Avestar Capital, LLC | 0.03% | No change | 9,163 | $427K |
| Summit Asset Management, LLC | 0.06% | Add +0.3% | 9,072 | $423K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 9,014 | $420K |
| 49 Wealth Management, LLC | 0.03% | No change | 9,013 | $420K |
| Live Oak Private Wealth LLC | 0.06% | No change | 8,962 | $418K |
| Third View Private Wealth, LLC | 0.06% | — | 8,864 | $413K |
| Aspirean Wealth, LLC | 0.45% | — | 8,863 | $413K |
| Goldstein Advisors, LLC | 0.05% | No change | 8,819 | $411K |
| RB Capital Management, LLC | 0.09% | Add +0.0% | 8,796 | $410K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -8.2% | 8,637 | $402K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 8,546 | $398K |
| AlTi Global, Inc. | 0.01% | No change | 8,530 | $397K |
| Whittier Trust Co. | 0.00% | No change | 8,232 | $397K |
| Cozad Asset Management Inc. | 0.03% | Reduce -8.4% | 8,513 | $397K |
| GDS Wealth Management | 0.02% | No change | 8,481 | $395K |
| Newton One Investments LLC | 0.12% | Add +0.3% | 8,419 | $392K |
| E-Wealth Partners, LLC | 0.33% | — | 8,406 | $392K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -67.8% | 8,351 | $389K |
| Warburton Capital Management, LLC | 0.22% | Add +0.3% | 8,369 | $389K |
| Physician Wealth Solutions Inc. | 0.16% | No change | 8,307 | $387K |
| Venture Visionary Partners LLC | 0.01% | New | 8,259 | $385K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 8,240 | $384K |
| M1 Capital Management LLC | 0.16% | Reduce -5.1% | 8,227 | $383K |
| Brookstone Capital Management | 0.00% | Add +0.1% | 8,218 | $383K |
| Five Oceans Advisors | 0.13% | Add +2.9% | 8,166 | $380K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -19.0% | 8,060 | $376K |
| Montz Harcus Wealth Management LLC | 0.15% | Add +0.3% | 8,048 | $375K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -0.8% | 8,015 | $373K |
| Optima Capital LLC | 0.16% | No change | 7,912 | $369K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.5% | 7,818 | $364K |
| Integrity Alliance, Llc. | 0.01% | New | 7,780 | $362K |
| Compass Capital Corp. /Ma/ | 0.14% | No change | 7,141 | $361K |
| Integrity Wealth Solutions LLC | 0.14% | No change | 7,726 | $360K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,701 | $359K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,689 | $358K |
| Leeward Financial Partners, LLC | 0.10% | No change | 7,670 | $357K |
| Pasadena Private Wealth, LLC | 0.05% | No change | 7,653 | $357K |
| Roundview Capital LLC | 0.02% | No change | 7,626 | $355K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -1.0% | 7,563 | $352K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 7,491 | $349K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 7,480 | $348K |
| Donalies Financial Planning, LLC | 0.29% | — | 7,387 | $344K |
| LVM Capital Management Ltd. | 0.03% | No change | 7,391 | $344K |
| Smith Salley Wealth Management | 0.02% | No change | 7,344 | $342K |
| Elser Financial Planning, Inc | 0.25% | No change | 7,327 | $341K |
| First Western Trust Bank | 0.02% | Reduce -13.1% | 7,287 | $340K |
| UMB Bank, n.a. | 0.00% | Add +1.7% | 7,195 | $335K |
| Caldwell Trust Co | 0.03% | No change | 7,089 | $330K |
| Bokf, NA | 0.01% | Reduce -0.0% | 7,086 | $330K |
| Whalen Wealth Management Inc. | 0.18% | Add +0.4% | 7,011 | $327K |
| Waterfront Wealth Inc. | 0.06% | No change | 6,654 | $325K |
| Principal Securities, Inc. | 0.01% | Reduce -0.2% | 6,957 | $324K |
| Ponta Wealth Partners, LLC | 0.30% | — | 6,949 | $324K |
| Cortland Associates Inc. | 0.04% | Reduce -33.6% | 6,870 | $320K |
| Cambridge Financial Group, LLC | 0.11% | Reduce -0.8% | 6,990 | $318K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,809 | $317K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,748 | $314K |
| Capital Planning Advisors, LLC | 0.04% | New | 6,738 | $314K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 6,714 | $313K |
| Ferguson Johnson Wealth Management Inc | 0.26% | — | 6,695 | $311K |
| Ritholtz Wealth Management | 0.01% | Add +23.0% | 6,654 | $310K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 6,646 | $310K |
| High Probability Advisors, LLC | 0.04% | No change | 6,646 | $310K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 6,593 | $307K |
| Grandfield & Dodd, LLC | 0.02% | No change | 6,583 | $307K |
| Grove Street Fiduciary, LLC | 0.13% | No change | 6,544 | $305K |
| Lockerman Financial Group, Inc. | 0.57% | No change | 6,433 | $300K |
| TrustWell Financial Advisors, LLC | 0.29% | — | 6,400 | $298K |
| Fiduciary Family Office, LLC | 0.09% | No change | 6,366 | $297K |
| Old Peak Finance LLC | 0.18% | — | 6,291 | $293K |
| RKL Wealth Management LLC | 0.02% | No change | 6,288 | $293K |
| Orgel Wealth Management, LLC | 0.01% | No change | 6,283 | $293K |
| Aurdan Capital Management, LLC | 0.09% | Reduce -7.0% | 6,178 | $288K |
| Essential Planning, LLC. | 0.09% | Add +0.3% | 6,152 | $287K |
| Alpha Cubed Investments, LLC | 0.01% | Add +1.3% | 6,132 | $286K |
| BOS Asset Management, LLC | 0.08% | New | 6,128 | $286K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.3% | 6,112 | $285K |
| SevenBridge Financial Group, LLC | 0.05% | Add +0.4% | 5,815 | $283K |
| ORG Partners LLC | 0.05% | No change | 6,060 | $282K |
| Purkiss Capital Advisors LLC | 0.13% | Add +0.2% | 6,046 | $282K |
| Advisory Services Network, LLC | 0.00% | Reduce -18.1% | 6,014 | $280K |
| Freedom Investment Management, Inc. | 0.08% | No change | 5,973 | $278K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.1% | 5,969 | $278K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,954 | $277K |
| CGN Advisors LLC | 0.02% | Reduce -0.1% | 5,929 | $276K |
| COFG Advisors, LLC | 0.07% | — | 5,910 | $275K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 5,877 | $274K |
| AlphaCore Capital LLC | 0.01% | Add +0.3% | 5,868 | $273K |
| Rise Advisors, LLC | 0.10% | Add +0.3% | 5,850 | $273K |
| Bull Oak Capital, LLC | 0.11% | No change | 5,849 | $273K |
| First Bancorp, Inc | 0.14% | No change | 5,844 | $272K |
| Qube Research & Technologies Ltd | 0.00% | Add +698.1% | 5,818 | $271K |
| Vantage Point Financial LLC | 0.10% | No change | 5,792 | $270K |
| Disciplined Investors, L.L.C. | 0.18% | Reduce -3.1% | 5,759 | $268K |
| Washington Trust Bank | 0.02% | Add +26.9% | 5,758 | $268K |
| NTV Asset Management LLC | 0.03% | No change | 5,708 | $266K |
| Vident Advisory, LLC | 0.00% | No change | 5,707 | $266K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.9% | 5,703 | $266K |
| HWG Holdings LP | 0.06% | No change | 5,696 | $265K |
| Well Done, LLC | 0.04% | No change | 5,684 | $265K |
| Lantz Financial LLC | 0.06% | No change | 5,656 | $264K |
| Assetmark, Inc. | 0.00% | No change | 5,591 | $260K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 5,537 | $258K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -1.2% | 5,536 | $258K |
| Everhart Financial Group, Inc. | 0.02% | No change | 5,515 | $257K |
| Sterling Wealth Advisors Inc | 0.15% | Reduce -11.9% | 5,505 | $256K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,057 | $255K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | No change | 5,427 | $253K |
| Norden Group LLC | 0.02% | Add +0.3% | 5,393 | $251K |
| Vawter Financial, Ltd. | 0.11% | No change | 5,350 | $249K |
| Private Management Group Inc. | 0.01% | New | 5,325 | $248K |
| Bell Bank | 0.01% | No change | 5,306 | $247K |
| HUB Investment Partners, LLC | 0.01% | Reduce -17.0% | 5,203 | $242K |
| Facet Wealth, Inc. | 0.00% | New | 4,912 | $240K |
| Independent Financial Group, LLC | 0.01% | Add +1.5% | 5,141 | $240K |
| One Degree Advisors Inc | 0.07% | Add +0.2% | 5,142 | $239K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.03% | New | 4,894 | $236K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,031 | $234K |
| BDFS Capital LLC | 0.12% | — | 5,027 | $234K |
| Kelly Financial Group LLC | 0.06% | Add +1.3% | 5,001 | $233K |
| Wealth Advisors of Iowa, LLC | 0.08% | No change | 4,986 | $232K |
| HighPoint Advisor Group LLC | 0.01% | New | 4,961 | $231K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,928 | $230K |
| Murphy Pohlad Asset Management LLC | 0.09% | No change | 4,920 | $229K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 4,909 | $229K |
| Bellwether Advisors, LLC | 0.04% | No change | 4,865 | $227K |
| Financial Insights, Inc. | 0.08% | No change | 4,852 | $226K |
| Reyes Financial Architecture, Inc. | 0.14% | No change | 4,845 | $226K |
| OLIO Financial Planning | 0.06% | Add +0.3% | 4,831 | $225K |
| Mgo One Seven LLC | 0.00% | Reduce -11.4% | 4,808 | $224K |
| Signet Financial Management, LLC | 0.02% | No change | 4,787 | $223K |
| Intrua Financial, LLC | 0.02% | Reduce -19.4% | 4,777 | $223K |
| Carnegie Investment Counsel | 0.00% | No change | 4,764 | $222K |
| Motco | 0.02% | No change | 4,759 | $222K |
| Royal Fund Management, LLC | 0.02% | New | 4,703 | $219K |
| Composition Wealth, LLC | 0.00% | New | 4,693 | $219K |
| AssuredPartners Investment Advisors, LLC | 0.03% | No change | 4,649 | $217K |
| Lauer Wealth, LLC | 0.16% | No change | 4,500 | $216K |
| HORAN Wealth, LLC | 0.03% | New | 4,611 | $215K |
| Modern Wealth Management, LLC | 0.00% | No change | 4,602 | $214K |
| Wallace Capital Management Inc. | 0.03% | No change | 4,567 | $213K |
| BankChampaign, National Association | 0.21% | — | 2,623 | $212K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 4,545 | $212K |
| Guidance Point Advisors, LLC | 0.05% | Add +0.4% | 4,521 | $211K |
| Heritage Wealth Management, Inc. | 0.13% | New | 4,459 | $208K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,455 | $208K |
| Continuum Advisory, LLC | 0.02% | New | 4,441 | $207K |
| MJP Associates Inc. | 0.03% | Reduce -2.3% | 4,375 | $204K |
| Advisor OS, LLC | 0.02% | Reduce -2.3% | 4,375 | $204K |
| Threadgill Financial, LLC | 0.08% | New | 4,362 | $203K |
| Perennial Investment Advisors, LLC | 0.02% | New | 4,351 | $203K |
| Sherman Wealth Management LLC | 0.18% | — | 4,344 | $202K |
| Centric Wealth Management | 0.04% | New | 4,093 | $202K |
| Anderson Hoagland & Co. | 0.02% | New | 4,303 | $200K |
| Lodestone Wealth Management LLC | 0.08% | New | 4,219 | $197K |
| American Capital Advisory, LLC | 0.08% | No change | 4,118 | $192K |
| Sittner & Nelson, LLC | 0.07% | No change | 3,698 | $187K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,711 | $173K |
| Howe & Rusling Inc. | 0.01% | No change | 3,677 | $171K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +7.2% | 3,657 | $170K |
| Grand Wealth Management, LLC | 0.08% | No change | 3,581 | $167K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 3,580 | $167K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.5% | 3,520 | $164K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 3,418 | $159K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,225 | $156K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,354 | $156K |
| Abound Wealth Management | 0.04% | Add +33.4% | 3,311 | $154K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,895 | $140K |
| CX Institutional | 0.00% | Add +0.4% | 2,981 | $139K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +0.3% | 2,783 | $130K |
| Pacific Center for Financial Services | 0.03% | No change | 2,842 | $127K |
| Ares Financial Consulting, LLC | 0.12% | — | 2,712 | $126K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -0.1% | 2,581 | $120K |
| Financial Consulate, Inc. | 0.02% | No change | 2,535 | $118K |
| Hilltop National Bank | 0.03% | No change | 2,497 | $116K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -4.4% | 2,429 | $113K |
| Aspect Partners, LLC | 0.05% | No change | 2,244 | $105K |
| CNB Bank | 0.04% | No change | 2,176 | $101K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 2,127 | $99K |
| Kings Path Partners LLC | 0.03% | Reduce -4.9% | 2,014 | $94K |
| JDM Financial Group LLC | 0.03% | No change | 1,898 | $88K |
| Motiv8 Investments LLC | 0.05% | New | 1,885 | $88K |
| MV Capital Management, Inc. | 0.01% | No change | 1,867 | $87K |
| Asset Dedication, LLC | 0.01% | Add +0.3% | 1,737 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.7% | 1,601 | $75K |
| Coston, McIsaac & Partners | 0.02% | Add +0.3% | 1,449 | $67K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,403 | $65K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,376 | $64K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 1,343 | $63K |
| Bessemer Group Inc. | 0.00% | No change | 1,344 | $62K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,285 | $60K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,275 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,231 | $57K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,212 | $56K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 1,193 | $56K |
| Arax Advisory Partners | 0.00% | New | 1,142 | $53K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,061 | $49K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,019 | $47K |
| VSM Wealth Advisory, LLC | 0.01% | New | 1,000 | $47K |
| Investors Research Corp | 0.01% | No change | 954 | $44K |
| SYM FINANCIAL Corp | 0.00% | No change | 894 | $42K |
| City State Bank | 0.01% | No change | 744 | $35K |
| United Community Bank | 0.01% | No change | 649 | $30K |
| Gleason Group, Inc. | 0.00% | Reduce -20.0% | 624 | $29K |
| Paladin Advisory Group, LLC | 0.02% | No change | 621 | $29K |
| Rothschild Investment LLC | 0.00% | New | 584 | $27K |
| Archer Investment Corp | 0.01% | No change | 518 | $24K |
| Alerus Financial NA | 0.00% | No change | 485 | $23K |
| IAG Wealth Partners, LLC | 0.00% | No change | 456 | $21K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 448 | $21K |
| Steph & Co. | 0.01% | No change | 446 | $21K |
| Glassman Wealth Services | 0.00% | No change | 388 | $18K |
| Truvestments Capital LLC | 0.00% | Add +0.3% | 372 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 366 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 350 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 203 | $9K |
| Strive Financial Group ,LLC | 0.00% | — | 155 | $7K |
| Quattro Advisors LLC | 0.00% | — | 115 | $5K |
| Abound Financial, LLC | 0.00% | New | 110 | $5K |
| Tsfg, LLC | 0.00% | No change | 80 | $4K |
| Manning & Napier Advisors LLC | 0.00% | No change | 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.