Dimensional US High Profi EtDUHPETF
13F holders, Q4 2025 (December 31)511holders +61
41new positions
17sold out
2famous investors
$38.04avg. 13F price*
At the end of Q4 2025, 511 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 61 from Q3 2025. 41 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($1.7B), Focus Partners Wealth ($734.1M) and Forum Financial Management, LP ($304.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $98.3M |
| Exits | 17 | $47.1M |
All 13F filers, Q3 2025 → Q4 2025: 19,181,723 shares bought and 5,220,800 shares sold, net +13,960,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Mercer Global Advisors Inc. | 2.60% | Add +5.1% | 44,791,614 | $1.7B |
| Focus Partners Wealth | 0.84% | Add +3.9% | 19,304,073 | $734.1M |
| Forum Financial Management, LP | 3.97% | Add +6.3% | 8,017,707 | $304.9M |
| Pure Financial Advisors, LLC | 4.30% | Add +9.0% | 7,550,120 | $287.1M |
| Allworth Financial LP | 0.49% | Add +5.0% | 3,109,379 | $118.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.9% | 3,069,742 | $116.7M |
| Corient Private Wealth LP | 0.15% | Add +71.4% | 2,977,975 | $113.3M |
| Foster Group, Inc. | 3.42% | Add +3.7% | 2,973,774 | $113.1M |
| Petersen Hastings Wealth Advisors Inc. | 10.45% | — | 2,861,752 | $108.8M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -0.0% | 2,812,155 | $108.3M |
| Focus Partners Advisor Solutions, LLC | 1.30% | Add +12.0% | 2,791,435 | $106.2M |
| Alesco Advisors, LLC, An ESL Co | 2.57% | Add +0.0% | 2,616,683 | $99.5M |
| Apella Capital, LLC | 1.95% | Add +12.8% | 2,598,242 | $98.8M |
| Bank of Montreal | 0.04% | Add +3.8% | 2,594,256 | $98.7M |
| Aprio Wealth Management, LLC | 5.38% | Add +3.9% | 2,462,405 | $93.6M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.1% | 2,337,241 | $88.9M |
| Park Avenue Securities LLC | 0.74% | Add +6.4% | 2,285,721 | $86.9M |
| TCI Wealth Advisors, Inc. | 4.60% | Add +22.1% | 2,192,684 | $83.4M |
| Bouchey Financial Group, Ltd. | 6.11% | Add +1.0% | 2,144,055 | $81.5M |
| Beaird Harris Wealth Management, LLC | 5.37% | Add +10.5% | 2,048,402 | $77.9M |
| Financial Consulate, Inc. | 10.34% | Add +0.6% | 1,988,141 | $75.6M |
| UBS Group AG | 0.01% | Add +10.3% | 1,942,217 | $73.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.3% | 1,872,299 | $71.2M |
| HB Wealth Management, LLC | 0.45% | Add +19.2% | 1,828,670 | $69.5M |
| LVZ, Inc. | 7.74% | Add +1.5% | 1,819,770 | $69.2M |
| Pathstone Holdings, LLC | 0.25% | Add +2.2% | 1,737,036 | $66.1M |
| Planning Center, Inc. | 6.28% | Reduce -5.9% | 1,617,442 | $61.5M |
| Beacon Pointe Advisors, LLC | 0.42% | Add +52.2% | 1,578,485 | $60.0M |
| High Probability Advisors, LLC | 7.72% | Add +2.5% | 1,521,655 | $57.9M |
| Freedom Investment Management, Inc. | 15.26% | Reduce -5.3% | 1,380,264 | $52.5M |
| Phillips Financial Management, LLC | 3.30% | Add +10.1% | 1,346,524 | $51.2M |
| Bank of America Corp. | 0.00% | Add +0.8% | 1,338,649 | $50.9M |
| Clarius Group, LLC | 2.86% | Add +1.6% | 1,318,039 | $50.1M |
| Retirement Solution LLC | 10.94% | Add +1.2% | 1,298,565 | $49.4M |
| Satovsky Asset Management LLC | 9.38% | Add +0.9% | 1,272,198 | $48.4M |
| Safeguard Investment Advisory Group, LLC | 12.34% | Reduce -4.2% | 1,268,018 | $48.2M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Add +5.1% | 1,245,002 | $47.3M |
| Symmetry Partners, LLC | 2.75% | New | 1,221,978 | $46.5M |
| DiNuzzo Private Wealth, Inc. | 5.05% | Reduce -1.6% | 1,219,564 | $46.4M |
| Mariner, LLC | 0.05% | Reduce -3.4% | 1,210,531 | $46.0M |
| Market Street Wealth Management Advisors LLC | 7.07% | Add +2.6% | 1,194,874 | $45.4M |
| Efficient Advisors, LLC | 2.51% | Reduce -14.5% | 1,130,037 | $43.0M |
| Greenspring Advisors, LLC | 2.59% | New | 1,109,388 | $42.2M |
| Root Financial Partners, LLC | 2.15% | Add +40.5% | 1,094,980 | $41.6M |
| Burton Enright Welch | 5.78% | Add +4.1% | 1,079,349 | $41.0M |
| Chicago Partners Investment Group LLC | 1.01% | Add +0.5% | 1,065,577 | $41.0M |
| Leading Edge Financial Planning LLC | 9.12% | Add +9.9% | 1,052,145 | $40.0M |
| Timonier Family Office, LTD. | 12.69% | Add +4.8% | 1,051,465 | $40.0M |
| AlTi Global, Inc. | 0.85% | Reduce -5.5% | 1,037,400 | $39.5M |
| Fulton Bank, N.A. | 1.36% | Add +7.3% | 1,036,856 | $39.4M |
| Vise Technologies, Inc. | 0.77% | Add +215.9% | 1,028,094 | $39.1M |
| Savant Capital, LLC | 0.22% | Add +1020.9% | 1,021,391 | $38.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.73% | Reduce -7.9% | 1,012,770 | $38.5M |
| Great Oak Capital Partners, LLC | 9.64% | Add +1.4% | 1,009,881 | $38.4M |
| Grunden Financial Advisory, Inc. | 14.66% | Add +1.7% | 986,709 | $37.5M |
| Millburn Ridgefield LLC | 0.89% | No change | 986,101 | $37.5M |
| Catalyst Capital Advisors LLC | 0.77% | No change | 986,101 | $37.5M |
| OneDigital Investment Advisors LLC | 0.35% | Reduce -3.8% | 942,832 | $35.9M |
| Bridgewater Advisors Inc. | 2.26% | Add +8.4% | 912,318 | $34.9M |
| Meredith Wealth Planning | 9.92% | Reduce -0.0% | 876,182 | $33.3M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -7.8% | 853,367 | $32.5M |
| Exencial Wealth Advisors, LLC | 0.99% | Add +9.1% | 821,611 | $31.2M |
| Baird Financial Group, Inc. | 0.05% | Add +6.0% | 805,464 | $30.6M |
| Farther Finance Advisors, LLC | 0.31% | Add +818.9% | 767,781 | $29.2M |
| Hippocratic Financial Advisors, LLC | 13.43% | Add +7.6% | 765,881 | $29.1M |
| United Wealth Management, LLC | 7.37% | Add +2.8% | 749,316 | $28.5M |
| GeoWealth Management, LLC | 1.03% | Add +1.7% | 733,954 | $27.9M |
| von Borstel & Associates, Inc. | 6.40% | Add +1.7% | 718,420 | $27.3M |
| Sax Wealth Advisors, LLC | 1.27% | Add +3.0% | 709,200 | $27.0M |
| AE Wealth Management LLC | 0.15% | Reduce -4.3% | 705,096 | $26.8M |
| Liberty Wealth Management LLC | 3.42% | Reduce -3.9% | 697,596 | $26.5M |
| True Wealth Design, LLC | 7.74% | Reduce -1.4% | 694,569 | $26.4M |
| Integrity Advisory Solutions, LLC | 3.79% | Add +11.5% | 692,376 | $26.3M |
| Stolz & Associates, PS | 20.19% | — | 688,212 | $26.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Reduce -2.7% | 669,656 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.6% | 637,819 | $24.3M |
| Integrity Alliance, Llc. | 0.86% | Add +11.1% | 616,043 | $23.4M |
| LPL Financial LLC | 0.01% | Add +11.8% | 615,696 | $23.4M |
| Sterling Wealth Management, Inc. | 6.65% | Add +15.7% | 612,540 | $23.3M |
| Harbour Investments, Inc. | 0.47% | Add +2225.8% | 607,137 | $23.1M |
| WPWealth LLP | 3.61% | Add +17.4% | 606,394 | $23.1M |
| Arlington Financial Advisors, LLC | 3.28% | Add +0.9% | 602,225 | $22.9M |
| Osaic Holdings, Inc. | 0.03% | Add +22.6% | 578,702 | $22.0M |
| Lutz Financial Services LLC | 1.45% | Add +9.3% | 562,375 | $21.4M |
| MB Generational Wealth, LLC | 11.25% | Add +6.4% | 558,704 | $21.2M |
| Master's Wealth Management Inc. | 7.59% | Add +8.0% | 554,936 | $21.1M |
| Kooman & Associates | 6.22% | Add +4.7% | 552,829 | $21.0M |
| Three Arch Wealth Management LLC | 3.87% | — | 543,232 | $20.7M |
| Oceanside Advisors LLC | 12.49% | Add +0.3% | 541,580 | $20.6M |
| G2 Capital Management, LLC / Oh | 4.93% | Add +3.6% | 537,497 | $20.4M |
| Opus Capital Group, LLC | 2.20% | Add +1.1% | 535,212 | $20.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -27.4% | 530,784 | $20.2M |
| Premier Financial Group | 5.22% | Add +1.4% | 523,976 | $20.0M |
| WCG Wealth Advisors LLC | 0.56% | Add +4.1% | 523,323 | $19.9M |
| CVA Family Office, LLC | 2.28% | Add +122.9% | 521,487 | $19.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 500,186 | $19.0M |
| Mills Wealth Advisors LLC | 7.50% | Add +7.2% | 499,923 | $19.0M |
| Midwest Heritage Bank, FSB | 6.41% | Add +0.7% | 488,388 | $18.6M |
| Legacy Financial Group, Inc. | 4.86% | Add +4.8% | 487,893 | $18.6M |
| Tandemgrowth Financial Advisors LLC | 16.02% | — | 482,445 | $18.3M |
| Tassel Capital Management, Inc. | 10.96% | Add +4.1% | 476,101 | $18.1M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 468,527 | $17.8M |
| Intrepid Capital Management Inc. | 8.47% | Add +1.4% | 462,076 | $17.6M |
| Royal Bank of Canada | 0.00% | Reduce -7.4% | 459,034 | $17.5M |
| HFM Investment Advisors, LLC | 6.74% | Add +1.4% | 453,234 | $17.2M |
| Hutchinson Capital Management | 2.92% | Add +2.9% | 447,550 | $17.0M |
| Syverson Strege & Co | 3.99% | Reduce -5.0% | 443,009 | $16.8M |
| Envision Financial Planning, LLC | 6.32% | Add +1.8% | 439,403 | $16.7M |
| Matauro, LLC | 2.36% | Add +1.8% | 412,029 | $15.7M |
| Websterrogers Financial Advisors, LLC | 4.51% | Add +0.6% | 408,155 | $15.5M |
| Level Financial Advisors | 4.08% | Add +5.3% | 405,407 | $15.4M |
| TCP Asset Management, LLC | 2.57% | Add +3.7% | 401,764 | $15.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.04% | Add +0.2% | 397,491 | $15.1M |
| Pinnacle Associates Ltd. | 0.19% | Add +0.2% | 397,491 | $15.1M |
| Wealth Advisors Northwest LLC | 6.64% | Add +13.0% | 393,948 | $15.0M |
| CPA Asset Management Group, LLC | 5.25% | Reduce -7.6% | 393,179 | $15.0M |
| Scratch Capital LLC | 9.77% | Add +9.8% | 392,716 | $14.9M |
| Entrust Financial LLC | 11.07% | — | 391,706 | $14.9M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -22.1% | 386,423 | $14.7M |
| Foundry Financial LLC | 7.54% | — | 377,602 | $14.4M |
| Austin Asset Management Co Inc | 2.42% | Add +2.8% | 372,830 | $14.2M |
| Burk Holdings LLC | 6.75% | Add +7.8% | 372,113 | $14.2M |
| Savvy Advisors, Inc. | 0.44% | Add +3.2% | 358,073 | $13.6M |
| Summit Wealth Group LLC / Co. | 1.79% | Add +8437.2% | 355,660 | $13.5M |
| Financial Harvest, LLC | 8.33% | Add +8.5% | 354,765 | $13.5M |
| Gemmer Asset Management LLC | 1.03% | Add +2.6% | 350,305 | $13.3M |
| 25 LLC | 4.21% | Add +1576.5% | 348,779 | $13.3M |
| SB Capital Management Inc | 4.77% | — | 342,515 | $13.0M |
| RFG Advisory, LLC | 0.24% | Add +0.9% | 337,701 | $12.8M |
| Applied Capital LLC | 4.94% | Add +2.1% | 337,545 | $12.8M |
| Foundation Wealth Management, LLC\PA | 4.59% | Add +17.1% | 332,563 | $12.6M |
| Heritage Wealth Management, Inc./Texas | 5.44% | Add +4.8% | 329,481 | $12.5M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +2.0% | 327,514 | $12.5M |
| Riverchase Wealth Management, LLC | 6.72% | Add +0.3% | 325,446 | $12.4M |
| Claris Advisors, LLC / Mo / | 3.73% | Add +6.6% | 322,203 | $12.3M |
| Brady Martz Wealth Solutions, LLC | 2.15% | Add +11.1% | 321,080 | $12.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +4.9% | 305,127 | $11.6M |
| M Holdings Securities, Inc. | 0.82% | Add +178.4% | 299,773 | $11.4M |
| Discipline Wealth Solutions, LLC | 2.07% | Add +455.1% | 293,764 | $11.2M |
| Silver Oak Wealth Advisors Services, LLC | 6.96% | Reduce -3.2% | 283,908 | $10.8M |
| Abel Hall, LLC | 2.51% | Reduce -0.0% | 282,815 | $10.8M |
| Keating Financial Advisory Services, Inc. | 1.45% | — | 281,805 | $10.7M |
| Invst, LLC | 1.16% | Add +4.4% | 281,030 | $10.7M |
| Arkadios Wealth Advisors | 0.21% | Add +17.4% | 278,270 | $10.6M |
| DWR Wealth Management, LLC | 9.77% | — | 274,939 | $10.5M |
| Ullmann Wealth Partners Group, LLC | 1.09% | Reduce -52.0% | 275,794 | $10.5M |
| Raffa Wealth Management, LLC | 1.60% | Add +1.4% | 273,298 | $10.4M |
| Parkshore Wealth Management, Inc. | 3.87% | Add +16.4% | 270,975 | $10.3M |
| EverSource Wealth Advisors, LLC | 0.38% | Add +11.7% | 269,673 | $10.3M |
| Weinberger Asset Management, Inc | 3.66% | Reduce -2.2% | 266,865 | $10.1M |
| RCS Financial Planning, LLC | 4.37% | Add +0.3% | 266,588 | $10.1M |
| Edge Financial Advisors LLC | 4.25% | Add +4.7% | 265,613 | $10.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -6.9% | 261,422 | $9.9M |
| Family Wealth Partners, LLC | 3.51% | Reduce -2.5% | 255,815 | $9.7M |
| Vance Wealth, LLC | 2.83% | Add +2.3% | 250,263 | $9.5M |
| Vestment Financial LLC | 4.86% | Add +3.5% | 242,363 | $9.4M |
| REDW Wealth LLC | 3.54% | Reduce -0.4% | 243,896 | $9.3M |
| Trailhead Planners LLC | 9.02% | — | 241,530 | $9.2M |
| Fiduciary Financial Group, LLC | 1.29% | Add +1.9% | 239,999 | $9.1M |
| Dynamic Advisor Solutions LLC | 0.29% | Reduce -38.3% | 236,165 | $9.0M |
| AdvisorNet Financial, Inc | 0.48% | Add +1.2% | 234,763 | $8.9M |
| CogentBlue Wealth Advisors, LLC | 5.98% | Add +2.1% | 230,783 | $8.8M |
| Lynch Investment Planning, LLC | 8.40% | — | 230,470 | $8.8M |
| WESCAP Management Group, Inc. | 1.77% | Add +5.8% | 229,562 | $8.7M |
| Archford Capital Strategies, LLC | 1.01% | Add +2.0% | 227,180 | $8.6M |
| Kaufman Rossin Wealth, LLC | 4.45% | Add +4.0% | 224,726 | $8.5M |
| MML Investors Services, LLC | 0.02% | Add +3.2% | 224,633 | $8.5M |
| Cardiff Park Advisors, LLC | 0.69% | Reduce -0.1% | 221,792 | $8.4M |
| Crown Wealth Group, LLC | 2.29% | Add +1.9% | 215,587 | $8.2M |
| Betterment LLC | 0.02% | Add +6.8% | 211,408 | $8.0M |
| Composition Wealth, LLC | 0.11% | Reduce -0.0% | 206,356 | $7.8M |
| Sollinda Capital Management LLC | 2.00% | Add +14.8% | 206,270 | $7.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.2% | 201,896 | $7.7M |
| Waycross Investment Management Co | 6.41% | Reduce -0.1% | 191,607 | $7.3M |
| Security Financial Services, INC. | 1.14% | Reduce -6.2% | 191,583 | $7.3M |
| ArborFi Advisors, LLC | 5.59% | Add +0.2% | 181,016 | $6.9M |
| Optimus Capital Advisors, LLC | 4.02% | — | 180,637 | $6.9M |
| Quantinno Capital Management LP | 0.01% | Add +72.3% | 178,804 | $6.8M |
| Vested Financial Planning, LLC | 4.92% | Reduce -1.0% | 168,014 | $6.4M |
| BluePrint Investing LLC | 5.67% | — | 166,445 | $6.3M |
| Disciplined Investments, LLC | 2.42% | Add +7.8% | 165,385 | $6.3M |
| Private Advisor Group, LLC | 0.03% | Add +16.7% | 164,504 | $6.3M |
| E-Wealth Partners, LLC | 5.25% | — | 164,206 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.2% | 163,510 | $6.2M |
| Altiora Financial Group, LLC | 1.06% | Reduce -2.3% | 162,084 | $6.2M |
| Shore Point Advisors, LLC | 2.58% | Add +23.2% | 192,296 | $6.1M |
| Warburton Capital Management, LLC | 3.37% | Add +6.7% | 157,100 | $6.0M |
| Bridge Generations Wealth Management LLC | 3.59% | Add +4.3% | 152,531 | $5.8M |
| WorthPointe, LLC | 1.49% | Add +390.2% | 148,895 | $5.7M |
| Tableaux LLC | 3.89% | Reduce -46.6% | 141,136 | $5.5M |
| Strategic Investment Solutions, Inc. | 1.31% | Reduce -16.8% | 142,698 | $5.4M |
| Entelevest, LLC | 5.61% | — | 142,363 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.1% | 138,807 | $5.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +62.6% | 136,772 | $5.2M |
| Tortoise Investment Management, LLC | 0.46% | Add +9.9% | 136,759 | $5.2M |
| BetterWealth, LLC | 1.16% | Reduce -1.6% | 133,529 | $5.1M |
| Financial Connections Group, Inc. | 1.74% | Add +499.5% | 133,217 | $5.1M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -1.8% | 131,325 | $5.0M |
| Strathmore Capital Advisors, Inc. | 1.61% | Add +968.9% | 129,182 | $4.9M |
| GEM Asset Management, LLC | 2.10% | Add +9.8% | 123,037 | $4.7M |
| Robinson Smith Wealth Advisors LLC | 3.17% | Add +16.6% | 122,004 | $4.6M |
| Cherry Tree Wealth Management, LLC | 0.96% | Add +15.6% | 119,578 | $4.5M |
| Index Fund Advisors, Inc. | 0.21% | Add +69.4% | 118,140 | $4.5M |
| Acorn Wealth Advisors, LLC | 1.33% | Add +77.8% | 117,168 | $4.5M |
| Aspen Wealth Management LLC | 0.92% | Reduce -0.9% | 115,546 | $4.4M |
| Corus Family Wealth Advisors | 3.49% | Add +12.7% | 114,943 | $4.4M |
| L & S Advisors Inc | 0.44% | Reduce -0.0% | 113,956 | $4.3M |
| Blue Trust, Inc. | 0.05% | Reduce -0.6% | 111,801 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.30% | Add +5.3% | 111,016 | $4.2M |
| Wealth Management Strategies, Inc. | 1.90% | Add +9.4% | 108,550 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +9.3% | 108,268 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +48.6% | 107,042 | $4.1M |
| Tru Independence Asset Management 2, LLC | 2.55% | Add +16.4% | 106,954 | $4.1M |
| Integrity Investment Advisors, LLC | 2.22% | Reduce -30.4% | 106,172 | $4.0M |
| Waterfront Wealth Inc. | 0.76% | Reduce -0.1% | 104,081 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -14.5% | 103,530 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +2.2% | 102,950 | $3.9M |
| Transcend Capital Advisors, LLC | 0.30% | Reduce -1.6% | 101,972 | $3.9M |
| PFG Advisors | 0.19% | Reduce -0.8% | 101,603 | $3.9M |
| Strategent Financial, LLC | 2.43% | Add +22.5% | 101,101 | $3.8M |
| BDFS Capital LLC | 1.94% | — | 100,842 | $3.8M |
| HMV Wealth Advisors, LLC | 1.92% | Add +51.4% | 100,755 | $3.8M |
| Jackson Thornton Wealth Management, LLC | 0.36% | Add +4.6% | 98,919 | $3.8M |
| Connecticut Capital Management Group, LLC | 3.59% | — | 98,541 | $3.7M |
| Torren Management, LLC | 1.89% | — | 97,293 | $3.7M |
| Thayer Financial, L.L.C. | 3.82% | — | 95,106 | $3.6M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -19.9% | 94,539 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -94.7% | 93,467 | $3.6M |
| Kestra Investment Management, LLC | 0.09% | Add +27.1% | 93,280 | $3.5M |
| Intelligence Driven Advisers, LLC | 0.50% | Reduce -16.0% | 92,199 | $3.5M |
| Friday Financial | 1.21% | Add +35.6% | 90,213 | $3.4M |
| Two West Capital Advisors LLC | 1.99% | Add +2.7% | 90,183 | $3.4M |
| Northwest Wealth Management, LLC | 0.54% | Add +13.3% | 89,859 | $3.4M |
| Bryant Woods Investment Advisors, LLC | 1.31% | Reduce -3.3% | 89,082 | $3.4M |
| Evanson Asset Management, LLC | 0.18% | Add +2.2% | 88,813 | $3.4M |
| Dopkins Wealth Management, LLC | 1.37% | Reduce -1.1% | 88,056 | $3.3M |
| Austin Private Wealth, LLC | 0.25% | Add +4.0% | 87,009 | $3.3M |
| McCartney Wealth Management LLC | 2.85% | — | 86,818 | $3.3M |
| Outbound Financial Inc | 2.54% | Reduce -2.9% | 85,721 | $3.3M |
| Parkwoods Wealth Partners, LLC | 0.95% | Add +58.2% | 85,004 | $3.2M |
| Caprock Group, LLC | 0.07% | Add +0.2% | 84,821 | $3.2M |
| Summit Wealth Group, LLC | 0.74% | Add +5.2% | 82,917 | $3.2M |
| Capstone Wealth Management, Inc. | 2.73% | — | 82,010 | $3.1M |
| HBE Wealth Management, LLC | 2.91% | — | 81,199 | $3.1M |
| AQR Capital Management | 0.00% | Add +63.4% | 80,055 | $3.0M |
| Arcadia Wealth Management, Inc. | 1.74% | Reduce -0.0% | 79,623 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 78,668 | $3.0M |
| City State Bank | 0.81% | Add +30.3% | 77,839 | $3.0M |
| Creative Planning | 0.00% | Reduce -3.4% | 77,149 | $2.9M |
| XY Planning Network, Inc. | 0.51% | Add +761.3% | 77,012 | $2.9M |
| Investmark Advisory Group LLC | 1.23% | Reduce -3.5% | 76,150 | $2.9M |
| Boyce & Associates Wealth Consulting, Inc. | 2.38% | Add +0.9% | 74,595 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.98% | Add +9.3% | 71,340 | $2.7M |
| Wolfstich Capital, LLC | 2.47% | Reduce -15.4% | 70,418 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +159.4% | 69,811 | $2.7M |
| Emprise Bank | 1.10% | Add +398.0% | 69,630 | $2.6M |
| Vantage Point Financial LLC | 0.94% | Add +43.9% | 69,406 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Add +9.0% | 68,554 | $2.6M |
| Nwam LLC | 0.14% | Add +1.0% | 67,484 | $2.6M |
| Simplicity Wealth,LLC | 0.15% | Add +0.1% | 65,800 | $2.5M |
| Fidelis Capital Partners, LLC | 0.18% | Reduce -2.9% | 64,394 | $2.4M |
| Coston, McIsaac & Partners | 0.56% | Add +23.6% | 63,944 | $2.4M |
| Approach Retirement Advisors, LLC | 2.09% | — | 63,749 | $2.4M |
| Washington Trust Advisors, Inc. | 0.18% | Reduce -2.3% | 62,527 | $2.4M |
| Keb Asset Management, LLC | 0.46% | Add +42.8% | 60,052 | $2.3M |
| Clear Creek Financial Management, LLC | 0.18% | Add +68.7% | 59,130 | $2.2M |
| Firethorn Wealth Partners, LLC | 0.82% | Reduce -1.1% | 57,849 | $2.2M |
| Viawealth, LLC | 1.22% | Reduce -0.3% | 57,205 | $2.2M |
| Cherrydale Wealth Management, LLC | 0.64% | Add +0.8% | 55,053 | $2.1M |
| SageView Advisory Group, LLC | 0.07% | Reduce -1.7% | 52,208 | $2.0M |
| Beacon Financial Advisory LLC | 0.44% | Add +18.0% | 50,198 | $1.9M |
| Citigroup Inc. | 0.00% | Add +19.8% | 49,776 | $1.9M |
| Cwm, LLC | 0.01% | Add +22.5% | 49,726 | $1.9M |
| Maryland Capital Advisors Inc. | 0.62% | Add +0.9% | 48,233 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +5.3% | 48,051 | $1.8M |
| K2 Financial Inc. | 1.37% | Add +1.4% | 46,356 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +4.7% | 46,595 | $1.8M |
| Balance Wealth Partners LLC | 0.57% | Add +0.9% | 46,324 | $1.8M |
| International Private Wealth Advisors LLC | 1.08% | Add +30.6% | 45,199 | $1.7M |
| Donalies Financial Planning, LLC | 1.46% | — | 44,949 | $1.7M |
| Kane Co Wealth Management, Inc. | 1.51% | — | 44,917 | $1.7M |
| Daner Wealth Management, LLC | 1.04% | Reduce -4.6% | 43,316 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +26.3% | 44,456 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 44,280 | $1.7M |
| Arcadia Wealth Management, LLC | 0.61% | Reduce -4.5% | 43,359 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 0.95% | Add +1.4% | 41,817 | $1.6M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -8.3% | 40,800 | $1.6M |
| Hartmann Taylor Wealth Management, LLC | 1.04% | Reduce -0.4% | 40,414 | $1.5M |
| Argyle Capital Partners, LLC | 1.11% | Add +0.1% | 39,876 | $1.5M |
| Mattern Wealth Management LLC | 0.29% | Reduce -1.2% | 39,675 | $1.5M |
| American Investment Services, Inc. | 0.33% | Reduce -15.4% | 37,597 | $1.4M |
| First Financial Group Corp | 1.20% | Reduce -8.1% | 37,101 | $1.4M |
| Broadhurst Jeffrey B | 1.41% | — | 35,780 | $1.4M |
| Xcelsior Advisor Partners LLC | 0.65% | — | 35,001 | $1.3M |
| Madrid Wealth Management, LLC | 1.04% | — | 33,720 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +20.1% | 33,502 | $1.3M |
| Mattern Capital Management, LLC | 0.15% | Add +6.3% | 33,250 | $1.3M |
| Fischer Investment Strategies, LLC | 0.71% | Add +0.1% | 32,171 | $1.2M |
| Triad Wealth Partners, LLC | 0.11% | Add +27.6% | 31,462 | $1.2M |
| Samalin Investment Counsel, LLC | 0.42% | Add +6.0% | 30,781 | $1.2M |
| Vistica Wealth Advisors, LLC | 1.15% | — | 30,434 | $1.2M |
| GEN Financial Management, INC. | 0.72% | Add +0.1% | 30,198 | $1.1M |
| &partners | 0.01% | Reduce -15.0% | 29,383 | $1.1M |
| Landing Point Financial Group, LLC | 0.52% | Add +0.2% | 27,606 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Add +0.0% | 27,561 | $1.0M |
| SpringVest Wealth Management LLC | 0.72% | Add +8.3% | 27,151 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -73.9% | 26,900 | $1.0M |
| RAM Investment Partners, LLC | 0.18% | Add +149.1% | 26,400 | $1.0M |
| tru Independence LLC | 0.25% | Reduce -6.0% | 26,299 | $1.0M |
| Sei Investments Co. | 0.00% | Add +9.7% | 26,120 | $993K |
| Ponta Wealth Partners, LLC | 0.91% | — | 25,596 | $973K |
| TCFG Wealth Management, LLC | 0.38% | Reduce -8.2% | 25,156 | $957K |
| Ascentis Independent Advisors | 0.15% | New | 24,989 | $950K |
| Arax Advisory Partners | 0.03% | New | 24,651 | $937K |
| Everest Private Wealth | 0.52% | Reduce -12.2% | 24,393 | $928K |
| Wealthspan Partners, LLC | 0.32% | Reduce -3.3% | 23,384 | $889K |
| BIP Wealth, LLC | 0.03% | Add +8.0% | 23,352 | $888K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -35.3% | 22,902 | $871K |
| Silver Grove Financial Group, Inc. | 0.75% | No change | 22,984 | $868K |
| Mgo One Seven LLC | 0.02% | Add +6.7% | 22,603 | $860K |
| Forteris Wealth Management Inc. | 0.85% | — | 22,583 | $859K |
| Modera Wealth Management, LLC | 0.01% | Reduce -23.0% | 22,570 | $858K |
| Axis Wealth Partners, LLC | 0.47% | Add +12.3% | 22,439 | $853K |
| Summit Wealth Partners, LLC | 0.15% | Add +4.4% | 21,855 | $831K |
| Herold Advisors, Inc. | 0.18% | Reduce -9.4% | 21,718 | $826K |
| Glassy Mountain Advisors, Inc. | 0.25% | Add +4.8% | 21,336 | $811K |
| Altman Advisors, Inc. | 0.31% | No change | 21,289 | $810K |
| Empire Financial Management Company, LLC | 0.17% | New | 20,385 | $775K |
| Pacific Asset Management, LLC | 0.46% | Add +0.1% | 19,926 | $758K |
| Poinciana Advisors Group, LLC | 0.58% | Add +29.9% | 19,411 | $738K |
| SC&H Financial Advisors, Inc. | 0.11% | Add +11.5% | 19,365 | $736K |
| Cascade Wealth Advisors, Inc | 0.34% | Reduce -0.4% | 18,992 | $735K |
| Signaturefd, LLC | 0.01% | Add +49.9% | 18,856 | $717K |
| Gibraltar Capital Management, Inc. | 0.12% | Add +0.6% | 18,585 | $707K |
| Cerity Partners LLC | 0.00% | Reduce -11.1% | 18,376 | $699K |
| Westwood Wealth Management | 0.52% | New | 18,141 | $690K |
| Lionshead Wealth Management, LLC | 0.52% | Reduce -1.8% | 18,141 | $690K |
| Factor Wealth Management LTD | 0.15% | Add +0.0% | 17,883 | $680K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 17,854 | $679K |
| Belleair Asset Management, LLC | 0.64% | — | 17,707 | $673K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $658K |
| Global Retirement Partners, LLC | 0.01% | Reduce -4.3% | 17,299 | $658K |
| Oder Investment Management, LLC | 0.47% | Add +6.2% | 17,046 | $648K |
| Shearwater Capital LLC | 0.36% | No change | 16,574 | $630K |
| Csenge Advisory Group | 0.03% | Add +1.9% | 16,457 | $626K |
| Cary Street Partners Financial LLC | 0.02% | Add +10.9% | 16,423 | $625K |
| Diversify Advisory Services, LLC | 0.02% | New | 15,726 | $605K |
| Werba Rubin Papier Wealth Management | 0.16% | Add +22.7% | 15,751 | $599K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 15,691 | $597K |
| EnRich Financial Partners LLC | 0.16% | Add +0.1% | 15,465 | $588K |
| Cetera Investment Advisers | 0.00% | Add +4.9% | 15,052 | $572K |
| Ballast Rock Private Wealth LLC | 0.35% | — | 14,838 | $564K |
| Heritage Investment Group, Inc. | 0.09% | No change | 14,791 | $562K |
| Stewardship Advisors, LLC | 0.13% | Reduce -0.4% | 14,751 | $561K |
| Zhang Financial LLC | 0.02% | Add +64.5% | 14,721 | $560K |
| Nova R Wealth, Inc. | 0.20% | Add +0.2% | 14,534 | $553K |
| Hutchens & Kramer Investment Management Group, LLC | 0.19% | Reduce -7.7% | 14,359 | $546K |
| ARK & TLK Investments, LLC | 0.15% | No change | 14,296 | $544K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +184.2% | 14,290 | $543K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -2.2% | 13,905 | $529K |
| Curio Wealth, LLC | 0.19% | Reduce -29.3% | 13,661 | $526K |
| IFP Advisors, Inc | 0.01% | No change | 13,826 | $526K |
| Spire Wealth Management | 0.02% | No change | 13,800 | $525K |
| Wells Fargo & Company | 0.00% | Add +88.7% | 13,706 | $521K |
| Awm Capital, LLC | 0.05% | Add +0.2% | 13,425 | $511K |
| Fortis Capital Management LLC | 0.07% | No change | 13,420 | $510K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $509K |
| Unison Advisors LLC | 0.04% | Add +0.2% | 13,306 | $506K |
| O'Brien Wealth Partners LLC | 0.07% | New | 13,260 | $504K |
| Lauterbach Financial Advisors, LLC | 0.25% | Add +8.1% | 13,176 | $501K |
| Global Trust Asset Management, LLC | 0.19% | Reduce -58.0% | 12,722 | $484K |
| CGN Advisors LLC | 0.04% | No change | 12,600 | $479K |
| Fortis Capital Advisors, LLC | 0.07% | New | 12,408 | $472K |
| Belpointe Asset Management LLC | 0.02% | New | 12,408 | $472K |
| Cogent Private Wealth, Inc. | 0.35% | — | 12,253 | $466K |
| Rockwood Wealth Management, LLC | 0.03% | Add +16.1% | 12,241 | $466K |
| Stratos Investment Management, LLC | 0.02% | Add +0.2% | 12,169 | $463K |
| Comerica Bank | 0.00% | Add +20.7% | 12,014 | $457K |
| Elevate Wealth Advisory, Inc. | 0.31% | Reduce -1.2% | 11,999 | $456K |
| Hardy Reed LLC | 0.03% | New | 11,737 | $446K |
| AlphaCore Capital LLC | 0.01% | No change | 11,701 | $445K |
| Navigoe, LLC | 0.27% | Add +2.4% | 11,680 | $444K |
| LRI Investments, LLC | 0.04% | Reduce -0.3% | 11,614 | $442K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Add +0.2% | 11,579 | $440K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,512 | $438K |
| Angeles Wealth Management, LLC | 0.02% | No change | 11,478 | $437K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -11.1% | 11,453 | $436K |
| Nalls Sherbakoff Group, LLC | 0.31% | No change | 11,278 | $429K |
| 55 North Private Wealth, LLC | 0.11% | — | 11,143 | $424K |
| Noble Family Wealth, LLC | 0.09% | Reduce -26.8% | 10,917 | $415K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 10,860 | $413K |
| Perigon Wealth Management, LLC | 0.01% | No change | 10,852 | $413K |
| Disciplined Equity Management, Inc. | 0.21% | No change | 10,840 | $412K |
| Summit Financial, LLC | 0.01% | Reduce -4.2% | 10,806 | $411K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -4.3% | 10,721 | $408K |
| Hanover Advisors Inc. | 0.15% | No change | 10,432 | $397K |
| Plancorp, LLC | 0.01% | No change | 10,263 | $390K |
| Cogent Strategic Wealth LLC | 0.42% | — | 9,942 | $382K |
| Avondale Wealth Management | 0.19% | Reduce -0.0% | 9,919 | $377K |
| Clark Asset Management, LLC | 0.04% | No change | 9,802 | $373K |
| US Bancorp \de | 0.00% | Reduce -7.4% | 9,582 | $364K |
| Advisory Services Network, LLC | 0.01% | Add +121.3% | 9,373 | $356K |
| Signet Financial Management, LLC | 0.04% | Reduce -0.4% | 9,356 | $356K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,336 | $355K |
| Pioneer Wealth Management Group | 0.11% | New | 9,308 | $354K |
| Richard Young Associates, Ltd. | 0.27% | — | 8,938 | $340K |
| Brown Advisory Inc. | 0.00% | No change | 8,833 | $336K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +0.2% | 8,435 | $321K |
| First American Trust, FSB | 0.02% | New | 8,289 | $315K |
| Capital Planning Advisors, LLC | 0.04% | New | 8,209 | $312K |
| Compound Planning, Inc. | 0.01% | Reduce -54.6% | 8,085 | $307K |
| Choreo, LLC | 0.00% | Add +0.1% | 7,731 | $296K |
| Hilltop Holdings Inc. | 0.02% | Add +1.1% | 7,786 | $296K |
| Clarity Capital Advisors, LLC | 0.15% | Add +0.2% | 7,765 | $295K |
| Mission Wealth Management, LP | 0.01% | No change | 7,731 | $294K |
| Squire Investment Management Company, LLC | 0.09% | Add +24.3% | 7,701 | $293K |
| Aerodigm Wealth, LLC | 0.11% | Reduce -0.4% | 7,560 | $288K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,505 | $285K |
| Saxony Capital Management, LLC | 0.17% | No change | 7,500 | $285K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.6% | 7,479 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.1% | 7,237 | $275K |
| Aspire Private Capital, LLC | 0.06% | Reduce -21.3% | 6,883 | $262K |
| Merit Financial Group, LLC | 0.00% | Add +8.2% | 6,835 | $260K |
| Oath Planning, LLC | 0.26% | — | 6,827 | $260K |
| Maseco LLP | 0.01% | Add +0.2% | 6,790 | $258K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -1.1% | 6,765 | $257K |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 6,403 | $244K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.2% | 6,389 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,377 | $243K |
| FMB Wealth Management | 0.10% | Add +0.8% | 6,372 | $242K |
| Reyes Financial Architecture, Inc. | 0.15% | No change | 6,329 | $241K |
| Elevated Financial Group LLC | 0.08% | — | 6,262 | $238K |
| Advyzon Investment Management, LLC | 0.03% | New | 6,239 | $237K |
| Physician Wealth Solutions Inc. | 0.10% | No change | 6,238 | $237K |
| RHL Group, LLC | 0.19% | — | 6,181 | $235K |
| BlackRock, Inc. | 0.00% | Add +280.0% | 6,080 | $231K |
| QRG Capital Management, Inc. | 0.00% | New | 6,065 | $231K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,954 | $226K |
| American Capital Advisory, LLC | 0.10% | No change | 5,871 | $223K |
| XTX Topco Ltd | 0.01% | Reduce -58.2% | 5,858 | $223K |
| Planning Project LLC | 0.06% | — | 5,781 | $220K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 5,700 | $217K |
| Bedel Financial Consulting, Inc. | 0.02% | Add +0.1% | 5,669 | $216K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -0.8% | 5,545 | $211K |
| Generations Wealth, LLC | 0.21% | — | 5,514 | $210K |
| Hollencrest Capital Management | 0.01% | No change | 5,449 | $207K |
| Total Clarity Wealth Management, Inc. | 0.05% | New | 5,399 | $205K |
| Dixon Fnancial Services, Inc. | 0.09% | New | 5,391 | $205K |
| Global Financial Private Client, LLC | 0.07% | New | 5,387 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 4,485 | $171K |
| FMR LLC | 0.00% | Add +46.4% | 3,924 | $149K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -2.8% | 3,875 | $147K |
| WealthShield Partners, LLC | 0.02% | Add +0.2% | 3,809 | $145K |
| UMB Bank, n.a. | 0.00% | No change | 3,367 | $128K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 3,191 | $121K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,845 | $108K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 2,666 | $101K |
| HM Payson & Co. | 0.00% | No change | 2,600 | $99K |
| Seneschal Advisors, LLC | 0.07% | New | 2,484 | $94K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2,350 | $89K |
| Morse Asset Management, Inc | 0.02% | No change | 2,258 | $86K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $83K |
| Fortitude Family Office, LLC | 0.02% | Reduce -44.0% | 2,000 | $76K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,987 | $76K |
| MAI Capital Management | 0.00% | Add +1915.0% | 1,874 | $71K |
| Millstone Evans Group, LLC | 0.04% | Add +10.4% | 1,833 | $70K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,744 | $66K |
| CX Institutional | 0.00% | Add +0.2% | 1,638 | $62K |
| Fairscale Capital, LLC | 0.04% | No change | 1,572 | $60K |
| Triumph Capital Management | 0.01% | New | 1,569 | $60K |
| Investors Portfolio Services LLC | 0.05% | — | 1,569 | $60K |
| Timmons Wealth Management, LLC | 0.06% | — | 1,487 | $57K |
| Asset Dedication, LLC | 0.00% | Add +0.3% | 1,192 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.9% | 1,140 | $43K |
| Rothschild Investment LLC | 0.00% | New | 1,114 | $42K |
| Geneos Wealth Management Inc. | 0.00% | New | 880 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -78.1% | 870 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +44.1% | 849 | $33K |
| Wealth Watch Advisors, INC | 0.01% | New | 777 | $30K |
| Team Financial Group, LLC | 0.01% | No change | 744 | $28K |
| Lodestone Wealth Management LLC | 0.01% | New | 532 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -26.3% | 524 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 493 | $19K |
| Glassman Wealth Services | 0.00% | No change | 461 | $18K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +1367.7% | 455 | $17K |
| DecisionPoint Financial, LLC | 0.00% | New | 430 | $16K |
| Quent Capital, LLC | 0.00% | New | 430 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 425 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 423 | $16K |
| Hantz Financial Services, Inc. | 0.00% | No change | 433 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.6% | 358 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 296 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | New | 291 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 290 | $11K |
| Bfsg, LLC | 0.00% | No change | 257 | $10K |
| West Financial Advisors, LLC | 0.00% | No change | 250 | $10K |
| Kings Path Partners LLC | 0.00% | No change | 249 | $9K |
| Versant Capital Management, Inc | 0.00% | New | 241 | $9K |
| Assetmark, Inc. | 0.00% | No change | 222 | $8K |
| Horizon Investments, LLC | 0.00% | No change | 205 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -68.2% | 150 | $6K |
| Spurstone Advisory Services, LLC | 0.07% | No change | 122 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 116 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| Integrity Financial Corp | 0.00% | No change | 53 | $2K |
| Abound Wealth Management | 0.00% | New | 45 | $2K |
| Manning & Napier Advisors LLC | 0.00% | No change | 41 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | New | 30 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 24 | $913 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 14 | $538 |
| CoreCap Advisors, LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is DUHP's weight in each manager's 13F, not the share of Dimensional US High Profi Et the manager owns.