Dimensional - World Equity ETF(DFAW)

$85.29—Stale · unknown old

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Dimensional - World Equity ETF(DFAW)

NYSE • Last print unknown ago

$85.29—Stale · unknown old

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DFAW(DFAW)

DFAW

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Institutional Ownership

Top 234 Institutional Holders

Holder	Shares	Date	Change	% Held
First Pacific Financial	934.50K	Jun 30, 26	+69.25K	5.36%
Wealth Management Nebraska	853.13K	Jun 30, 26	+48.78K	4.89%
Arlington Financial Advisors, LLC	658.57K	Jun 30, 26	+10.54K	3.78%
Farther Finance Advisors, LLC	366.54K	Jun 30, 26	+4.37K	2.10%
Sivia Capital Partners, LLC	341.60K	Jun 30, 26	+211.80K	1.96%
Strategic Investment Solutions, Inc. /IL	253.32K	Jun 30, 26	-27.45K	1.45%
DiNuzzo Private Wealth, Inc.	241.36K	Jun 30, 26	+8.22K	1.38%
Plancorp, LLC	214.26K	Jun 30, 26	+39.15K	1.23%
Abacus Planning Group, Inc.	212.10K	Jun 30, 26	+178	1.22%
JPMORGAN CHASE & CO	209.49K	Jun 30, 26	+34.73K	1.20%
Bryant Woods Investment Advisors, LLC	175.70K	Jun 30, 26	+6.87K	1.01%
Greenspring Advisors, LLC	175.06K	Jun 30, 26	+12.33K	1.00%
Fundamentum, LLC	163.93K	Jun 30, 26	+4.42K	0.94%
Apella Capital, LLC	159.18K	Jun 30, 26	+15.90K	0.91%
Keyes, Stange & Wooten Wealth Management, LLC	157.67K	Jun 30, 26	-14.58K	0.90%
Triune Financial Partners, LLC	147.93K	Jun 30, 26	+3.46K	0.85%
MASECO LLP	143.21K	Jun 30, 26	+1.61K	0.82%
Physician Wealth Advisors, Inc.	131.66K	Jun 30, 26	-16.24K	0.75%
Royal Harbor Partners, LLC	123.07K	Jun 30, 26	-1.18K	0.71%
BIP Wealth, LLC	116.97K	Jun 30, 26	+44.61K	0.67%
Strathmore Capital Advisors, Inc.	113.10K	Jun 30, 26	+4.85K	0.65%
BROWN ADVISORY INC	112.15K	Jun 30, 26	+112.15K	0.64%
American Investment Services, Inc.	110.00K	Jun 30, 26	-3.54K	0.63%
RAYMOND JAMES FINANCIAL INC	106.19K	Jun 30, 26	+79.71K	0.61%
HFG Wealth Management, LLC	103.94K	Jun 30, 26	-29.95K	0.60%
Evanson Financial, LLC	101.77K	Jun 30, 26	+101.77K	0.58%
DEMMING FINANCIAL SERVICES CORP /ADV	101.77K	Jun 30, 26	+2.30K	0.58%
MERCER GLOBAL ADVISORS INC /ADV	89.47K	Jun 30, 26	+27.25K	0.51%
COMMONWEALTH EQUITY SERVICES, LLC	78.15K	Jun 30, 26	+7.49K	0.45%
TCI Wealth Advisors, Inc.	77.33K	Jun 30, 26	-1.82K	0.44%
Foster Group, Inc.	73.00K	Jun 30, 26	+51.94K	0.42%
BUILDER INVESTMENT GROUP INC /ADV	66.82K	Jun 30, 26	-1.63K	0.38%
LPL Financial LLC	66.22K	Jun 30, 26	+6.73K	0.38%
Family Management Corp	62.18K	Jun 30, 26	+9.41K	0.36%
AQR CAPITAL MANAGEMENT LLC	61.66K	Jun 30, 26	-727	0.35%
Lakewood Asset Management LLC	59.18K	Jun 30, 26	+43.04K	0.34%
Sprinkle Financial Consultants LLC	53.73K	Jun 30, 26	+2.27K	0.31%
Berger Financial Group, Inc	52.27K	Jun 30, 26	+429	0.30%
SC&H Financial Advisors, Inc.	51.13K	Jun 30, 26	+1.97K	0.29%
Parkshore Wealth Management, Inc.	50.66K	Jun 30, 26	+10.74K	0.29%
Keating Financial Advisory Services, Inc.	48.69K	Jun 30, 26	+12.03K	0.28%
MATHER GROUP, LLC.	45.67K	Jun 30, 26	+234	0.26%
Shore Point Advisors, LLC	44.12K	Jun 30, 26	+3.34K	0.25%
HighTower Advisors, LLC	44.09K	Jun 30, 26	+519	0.25%
Parkwoods Wealth Partners, LLC	40.97K	Jun 30, 26	+5.03K	0.23%
Warburton Capital Management, LLC	40.37K	Jun 30, 26	+2.15K	0.23%
Prudent Man Investment Management, Inc.	39.08K	Jun 30, 26	-396	0.22%
Krilogy Financial LLC	39.03K	Jun 30, 26	-3.27K	0.22%
Spinnaker Investment Group, LLC	38.87K	Jun 30, 26	+6.03K	0.22%
AssuredPartners Investment Advisors, LLC	36.08K	Jun 30, 26	+4.09K	0.21%
Barry Investment Advisors, LLC	35.77K	Jun 30, 26	+2.94K	0.21%
Keystone Financial Group, Inc.	35.72K	Jun 30, 26	-929	0.20%
MB Generational Wealth, LLC	35.62K	Jun 30, 26	+1.97K	0.20%
Colony Group, LLC	35.44K	Jun 30, 26	-230.65K	0.20%
JFS WEALTH ADVISORS, LLC	34.48K	Jun 30, 26	+17.28K	0.20%
Kesler, Norman & Wride, LLC	34.35K	Jun 30, 26	+10.48K	0.20%
MONOGRAPH WEALTH ADVISORS, LLC	34.11K	Jun 30, 26	+7.57K	0.20%
Rachor Investment Advisory Services, LLC	32.87K	Jun 30, 26	+1.10K	0.19%
JANE STREET GROUP, LLC	31.55K	Jun 30, 26	-22.74K	0.18%
Aspen Capital Management, LLC	30.65K	Jun 30, 26	+4.60K	0.18%
VESTIA PERSONAL WEALTH ADVISORS	30.42K	Jun 30, 26	+2.26K	0.17%
Babb Wealth Advisors LLC	29.16K	Jun 30, 26	+376	0.17%
Chicago Partners Investment Group LLC	28.81K	Jun 30, 26	+4.24K	0.17%
Foundations Investment Advisors, LLC	28.00K	Jun 30, 26	+3.96K	0.16%
Ruedi Wealth Management, Inc.	27.69K	Jun 30, 26	+14.33K	0.16%
Beacon Pointe Advisors, LLC	26.18K	Jun 30, 26	+471	0.15%
CARDIFF PARK ADVISORS, LLC	25.50K	Jun 30, 26	+116	0.15%
MOSAIC FAMILY WEALTH PARTNERS, LLC	25.40K	Jun 30, 26	+1.42K	0.15%
Syverson Strege & Co	25.24K	Jun 30, 26	-934	0.14%
Sterling Wealth Management, Inc.	24.14K	Jun 30, 26	-730	0.14%
Envision Financial Planning, LLC	24.10K	Jun 30, 26	+1.78K	0.14%
BANK OF MONTREAL /CAN/	23.31K	Jun 30, 26	+734	0.13%
IHT Wealth Management, LLC	23.13K	Jun 30, 26	+2.03K	0.13%
FIDUCIARY FINANCIAL GROUP, LLC	22.33K	Jun 30, 26	+619	0.13%
Pacific Asset Management, LLC	20.58K	Jun 30, 26	+990	0.12%
Betterment LLC	19.44K	Jun 30, 26	+924	0.11%
LEGACY FINANCIAL GROUP, INC.	18.42K	Jun 30, 26	+5.83K	0.11%
Mills Wealth Advisors LLC	17.09K	Jun 30, 26	+1.55K	0.10%
Stratos Wealth Partners, LTD.	16.22K	Jun 30, 26	+12.81K	0.09%
Savvy Advisors, Inc.	16.14K	Jun 30, 26	+2.39K	0.09%
Austin Asset Management Co Inc	15.00K	Jun 30, 26	+2.59K	0.09%
Cambridge Investment Research Advisors, Inc.	14.28K	Jun 30, 26	+2.65K	0.08%
Buckingham Strategic Partners	13.50K	Jun 30, 26	+3.72K	0.08%
CARY STREET PARTNERS FINANCIAL LLC	13.45K	Jun 30, 26	+1.29K	0.08%
Annandale Capital, LLC	13.35K	Jun 30, 26	+286	0.08%
Riverbend Wealth Management, LLC	13.14K	Jun 30, 26	-804	0.08%
Resources Investment Advisors, LLC.	12.99K	Jun 30, 26	+2.89K	0.07%
Chico Wealth RIA	12.66K	Jun 30, 26	+1.17K	0.07%
Highland Financial Advisors, LLC	12.59K	Jun 30, 26	--	0.07%
FMB WEALTH MANAGEMENT	12.54K	Jun 30, 26	+279	0.07%
Nemes Rush Group LLC	12.03K	Jun 30, 26	+330	0.07%
Waterfront Wealth Inc.	12.03K	Jun 30, 26	+1.61K	0.07%
Mustard Seed Financial, LLC	11.83K	Jun 30, 26	-4.03K	0.07%
Legacy Capital Wealth Partners, LLC	11.56K	Jun 30, 26	+2.20K	0.07%
Visionary Wealth Advisors	11.00K	Jun 30, 26	+1.23K	0.06%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	10.86K	Jun 30, 26	+883	0.06%
Mutual Advisors, LLC	9.45K	Jun 30, 26	+1.73K	0.05%
RS CRUM INC.	9.32K	Jun 30, 26	+316	0.05%
RAM Investment Partners, LLC	9.02K	Jun 30, 26	+333	0.05%
BOS Asset Management, LLC	8.69K	Jun 30, 26	+830	0.05%
Sensible Money, LLC	8.63K	Jun 30, 26	+1.96K	0.05%
ELEVATE WEALTH ADVISORY, INC	8.40K	Jun 30, 26	+700	0.05%
United Advisor Group, LLC	8.37K	Jun 30, 26	+8.37K	0.05%
EverSource Wealth Advisors, LLC	8.34K	Jun 30, 26	-106	0.05%
Belpointe Asset Management LLC	8.29K	Jun 30, 26	+54	0.05%
KEB ASSET MANAGEMENT, LLC	8.27K	Jun 30, 26	+3.49K	0.05%
ENVESTNET ASSET MANAGEMENT INC	8.23K	Jun 30, 26	-274	0.05%
Ashton Thomas Private Wealth, LLC	8.09K	Jun 30, 26	+1.01K	0.05%
DecisionPoint Financial, LLC	7.98K	Jun 30, 26	-312	0.05%
GEM Asset Management, LLC	7.96K	Jun 30, 26	+1.90K	0.05%
BRIGHTON JONES LLC	7.74K	Jun 30, 26	+927	0.04%
marrick wealth, LLC	7.67K	Jun 30, 26	+49	0.04%
BKA Wealth Consulting, Inc.	7.66K	Jun 30, 26	+48	0.04%
Modera Wealth Management, LLC	7.61K	Jun 30, 26	+2.35K	0.04%
CI Private Wealth, LLC	7.38K	Jun 30, 26	+1.10K	0.04%
Verum Partners LLC	7.11K	Jun 30, 26	--	0.04%
Savant Capital, LLC	7.10K	Jun 30, 26	-803	0.04%
Alpha Financial Advisors, LLC	6.94K	Jun 30, 26	+2.81K	0.04%
Tilson Financial Group, Inc.	6.77K	Jun 30, 26	+430	0.04%
Root Financial Partners, LLC	6.55K	Jun 30, 26	+124	0.04%
TFC Financial Management, Inc.	6.36K	Jun 30, 26	+216	0.04%
USAdvisors Wealth Management, LLC	6.20K	Jun 30, 26	+3.40K	0.04%
Falcon Wealth Planning	6.08K	Jun 30, 26	-3.63K	0.03%
Ferguson Johnson Wealth Management Inc	5.99K	Jun 30, 26	+67	0.03%
XY Planning Network, Inc.	5.81K	Jun 30, 26	+969	0.03%
Asset Dedication, LLC	5.67K	Jun 30, 26	+153	0.03%
QUANTIFY CHAOS ADVISORS, LLC	5.49K	Jun 30, 26	+25	0.03%
Creative Planning	5.40K	Jun 30, 26	-563	0.03%
Allworth Financial LP	5.37K	Jun 30, 26	-101	0.03%
Hippocratic Financial Advisors, LLC	5.18K	Jun 30, 26	+296	0.03%
LRI Investments, LLC	5.16K	Jun 30, 26	+107	0.03%
Pillar Financial Advisors, LLC	5.14K	Jun 30, 26	+397	0.03%
Ausdal Financial Partners, Inc.	5.05K	Jun 30, 26	--	0.03%
Beaird Harris Wealth Management, LLC	4.80K	Jun 30, 26	+208	0.03%
Advisory Services Network, LLC	4.80K	Jun 30, 26	-199	0.03%
Elser Financial Planning, Inc	4.72K	Jun 30, 26	+103	0.03%
Woodward Financial Advisors, Inc.	4.67K	Jun 30, 26	+4.67K	0.03%
Cloud Capital Management, LLC	4.65K	Jun 30, 26	+359	0.03%
HUTCHINSON CAPITAL MANAGEMENT/CA	4.56K	Jun 30, 26	+24	0.03%
R.P. Boggs & Co.	4.54K	Jun 30, 26	+825	0.03%
MISSION WEALTH MANAGEMENT, LP	4.42K	Jun 30, 26	+1.64K	0.03%
Equitable Holdings, Inc.	4.40K	Jun 30, 26	-530	0.03%
Wealthspire Advisors, LLC	4.33K	Jun 30, 26	+4.33K	0.02%
HARBOUR INVESTMENTS, INC.	4.22K	Jun 30, 26	--	0.02%
Investment Advisory Group, LLC	4.17K	Jun 30, 26	+1	0.02%
OpenArc Corporate Advisory, LLC	4.12K	Jun 30, 26	+4.12K	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	4.12K	Jun 30, 26	+322	0.02%
Fonville Wealth Management LLC	4.07K	Jun 30, 26	+24	0.02%
Silver Oak Advisory Group, Inc.	3.97K	Jun 30, 26	+1	0.02%
Apollon Financial, LLC	3.94K	Jun 30, 26	+3.94K	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	3.83K	Jun 30, 26	+3.83K	0.02%
BANK OF AMERICA CORP /DE/	3.82K	Jun 30, 26	+3.82K	0.02%
FOSTER & MOTLEY INC	3.79K	Jun 30, 26	+88	0.02%
Coston, McIsaac & Partners	3.70K	Jun 30, 26	+832	0.02%
Approach Retirement Advisors, LLC	3.64K	Jun 30, 26	+3.64K	0.02%
Vistica Wealth Advisors, LLC	3.57K	Jun 30, 26	+11	0.02%
MARIPAU WEALTH MANAGEMENT LLC	3.56K	Jun 30, 26	+141	0.02%
Signal Advisors Wealth, LLC	3.56K	Jun 30, 26	+3.56K	0.02%
LAM GROUP, INC.	3.50K	Jun 30, 26	+2	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.50K	Jun 30, 26	+3.50K	0.02%
Forum Financial Management, LP	3.33K	Jun 30, 26	+249	0.02%
TRUIST FINANCIAL CORP	3.12K	Jun 30, 26	+3.12K	0.02%
Inspire Advisors, LLC	3.06K	Jun 30, 26	-549	0.02%
C M BIDWELL & ASSOCIATES LTD	2.97K	Jun 30, 26	+267	0.02%
Rehmann Capital Advisory Group	2.96K	Jun 30, 26	-229	0.02%
Pathstone Holdings, LLC	2.96K	Jun 30, 26	+7	0.02%
Aurelius Family Office LLC	2.91K	Jun 30, 26	+142	0.02%
CX Institutional	2.87K	Jun 30, 26	+2.87K	0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC	2.87K	Jun 30, 26	+233	0.02%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	2.84K	Jun 30, 26	-74	0.02%
Donalies Financial Planning, LLC	2.78K	Jun 30, 26	-190	0.02%
Investmark Advisory Group LLC	2.73K	Jun 30, 26	+11	0.02%
180 WEALTH ADVISORS, LLC	2.68K	Jun 30, 26	+2.68K	0.02%
Safeguard Investment Advisory Group, LLC	2.63K	Jun 30, 26	+2.63K	0.02%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	2.50K	Jun 30, 26	+2.50K	0.01%
ADVISOR GROUP HOLDINGS, INC.	2.35K	Jun 30, 26	+290	0.01%
Frankly Finances, LLC	2.33K	Jun 30, 26	+25	0.01%
Federation des caisses Desjardins du Quebec	2.13K	Jun 30, 26	-3.90K	0.01%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	2.00K	Jun 30, 26	+755	0.01%
Trust Co	1.91K	Jun 30, 26	--	0.01%
Markowski Investments	1.74K	Jun 30, 26	+1.74K	0.01%
PINNEY & SCOFIELD, INC.	1.29K	Jun 30, 26	+78	0.01%
Glass Jacobson Investment Advisors llc	1.27K	Jun 30, 26	+4	0.01%
Crews Bank & Trust	1.26K	Jun 30, 26	--	0.01%
SJS Investment Consulting Inc.	1.26K	Jun 30, 26	+54	0.01%
Investors Portfolio Services LLC	1.21K	Jun 30, 26	+6	0.01%
Fort Vancouver Investment Management, LLC	929	Jun 30, 26	+926	0.01%
Burk Holdings LLC	805	Jun 30, 26	-17	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	669	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	581	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	573	Jun 30, 26	-300	0.00%
Waverly Advisors, LLC	492	Jun 30, 26	+3	0.00%
ZRC WEALTH MANAGEMENT, LLC	440	Jun 30, 26	-91	0.00%
Integrated Wealth Concepts LLC	425	Jun 30, 26	+425	0.00%
Concord Wealth Partners	348	Jun 30, 26	+348	0.00%
Your Advocates Ltd., LLP	316	Jun 30, 26	+87	0.00%
UBS Group AG	171	Jun 30, 26	+26	0.00%
AdvisorNet Financial, Inc	157	Jun 30, 26	+27	0.00%
MARYLAND CAPITAL ADVISORS INC.	147	Jun 30, 26	+147	0.00%
Quent Capital, LLC	134	Jun 30, 26	--	0.00%
Ares Financial Consulting, LLC	133	Jun 30, 26	-6	0.00%
FMR LLC	132	Jun 30, 26	+2	0.00%
ASSETMARK, INC	123	Jun 30, 26	+123	0.00%
ENTRUST FINANCIAL LLC	122	Jun 30, 26	-79	0.00%
FIDUCIARY FINANCIAL ADVISORS	111	Jun 30, 26	+111	0.00%
Medallion Wealth Advisors, LLC	75	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	71	Jun 30, 26	+1	0.00%
Longview Financial Advisors LLC	41	Jun 30, 26	+2	0.00%
IFG Advisory, LLC	15	Jun 30, 26	+15	0.00%
Highland Investment Advisors LLC	12	Jun 30, 26	+12	0.00%
Kozak & Associates, Inc.	4	Jun 30, 26	--	0.00%
Cordant, Inc.	2	Jun 30, 26	--	0.00%
Gotham Asset Management, LLC	--	Jun 30, 26	-61.07K	--
Wolfstich Capital, LLC	--	Jun 30, 26	-16.08K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-149	--
Tradewinds, LLC.	--	Jun 30, 26	-2.56K	--
MORGAN STANLEY	--	Jun 30, 26	-666	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-16.11K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-1.26K	--
GRAND WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-37	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-200	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-4	--
Cogent Private Wealth, Inc.	--	Jun 30, 26	-20.61K	--
Evanson Asset Management, LLC	95.36K	Mar 31, 26	+10.64K	0.55%
CWM, LLC	8.03K	Mar 31, 26	-2.37K	0.05%
McIlrath & Eck, LLC	1.77K	Mar 31, 26	+898	0.01%
North Ridge Wealth Advisors, Inc.	1.23K	Mar 31, 26	+63	0.01%
Total Wealth Planning, LLC	--	Dec 31, 25	-7.46K	--
PBMares Wealth Management LLC	7.69K	Sep 30, 25	+749	0.04%
Promus Capital, LLC	487	Sep 30, 25	+2	0.00%
Jentner Corp	7.99K	Jun 30, 25	+133	0.05%
Blue Oak Capital, LLC	4.22K	Jun 30, 25	-47	0.02%
Smith Anglin Financial, LLC	3.64K	Jun 30, 25	+20	0.02%
Vista Wealth Management Group, LLC	4.24K	Mar 31, 25	+656	0.02%

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Holder

Date

Change

% Held

First Pacific Financial

934.50K

Jun 30, 26

+69.25K

5.36%

Wealth Management Nebraska

853.13K

Jun 30, 26

+48.78K

4.89%

Arlington Financial Advisors, LLC

658.57K

Jun 30, 26

+10.54K

3.78%

Farther Finance Advisors, LLC

366.54K

Jun 30, 26

+4.37K

2.10%

Sivia Capital Partners, LLC

341.60K

Jun 30, 26

+211.80K

1.96%

Strategic Investment Solutions, Inc. /IL

253.32K

Jun 30, 26

-27.45K

1.45%

DiNuzzo Private Wealth, Inc.

241.36K

Jun 30, 26

+8.22K

1.38%

Plancorp, LLC

214.26K

Jun 30, 26

+39.15K

1.23%

Abacus Planning Group, Inc.

212.10K

Jun 30, 26

+178

1.22%

JPMORGAN CHASE & CO

209.49K

Jun 30, 26

+34.73K

1.20%

Bryant Woods Investment Advisors, LLC

175.70K

Jun 30, 26

+6.87K

1.01%

Greenspring Advisors, LLC

175.06K

Jun 30, 26

+12.33K

1.00%

Fundamentum, LLC

163.93K

Jun 30, 26

+4.42K

0.94%

Apella Capital, LLC

159.18K

Jun 30, 26

+15.90K

0.91%

Keyes, Stange & Wooten Wealth Management, LLC

157.67K

Jun 30, 26

-14.58K

0.90%

Triune Financial Partners, LLC

147.93K

Jun 30, 26

+3.46K

0.85%

MASECO LLP

143.21K

Jun 30, 26

+1.61K

0.82%

Physician Wealth Advisors, Inc.

131.66K

Jun 30, 26

-16.24K

0.75%

Royal Harbor Partners, LLC

123.07K

Jun 30, 26

-1.18K

0.71%

BIP Wealth, LLC

116.97K

Jun 30, 26

+44.61K

0.67%

Strathmore Capital Advisors, Inc.

113.10K

Jun 30, 26

+4.85K

0.65%

BROWN ADVISORY INC

112.15K

Jun 30, 26

+112.15K

0.64%

American Investment Services, Inc.

110.00K

Jun 30, 26

-3.54K

0.63%

RAYMOND JAMES FINANCIAL INC

106.19K

Jun 30, 26

+79.71K

0.61%

HFG Wealth Management, LLC

103.94K

Jun 30, 26

-29.95K

0.60%

Evanson Financial, LLC

101.77K

Jun 30, 26

+101.77K

0.58%

DEMMING FINANCIAL SERVICES CORP /ADV

101.77K

Jun 30, 26

+2.30K

0.58%

MERCER GLOBAL ADVISORS INC /ADV

89.47K

Jun 30, 26

+27.25K

0.51%

COMMONWEALTH EQUITY SERVICES, LLC

78.15K

Jun 30, 26

+7.49K

0.45%

TCI Wealth Advisors, Inc.

77.33K

Jun 30, 26

-1.82K

0.44%

Foster Group, Inc.

73.00K

Jun 30, 26

+51.94K

0.42%

BUILDER INVESTMENT GROUP INC /ADV

66.82K

Jun 30, 26

-1.63K

0.38%

LPL Financial LLC

66.22K

Jun 30, 26

+6.73K

0.38%

Family Management Corp

62.18K

Jun 30, 26

+9.41K

0.36%

AQR CAPITAL MANAGEMENT LLC

61.66K

Jun 30, 26

-727

0.35%

Lakewood Asset Management LLC

59.18K

Jun 30, 26

+43.04K

0.34%

Sprinkle Financial Consultants LLC

53.73K

Jun 30, 26

+2.27K

0.31%

Berger Financial Group, Inc

52.27K

Jun 30, 26

+429

0.30%

SC&H Financial Advisors, Inc.

51.13K

Jun 30, 26

+1.97K

0.29%

Parkshore Wealth Management, Inc.

50.66K

Jun 30, 26

+10.74K

0.29%

Keating Financial Advisory Services, Inc.

48.69K

Jun 30, 26

+12.03K

0.28%

MATHER GROUP, LLC.

45.67K

Jun 30, 26

+234

0.26%

Shore Point Advisors, LLC

44.12K

Jun 30, 26

+3.34K

0.25%

HighTower Advisors, LLC

44.09K

Jun 30, 26

+519

0.25%

Parkwoods Wealth Partners, LLC

40.97K

Jun 30, 26

+5.03K

0.23%

Warburton Capital Management, LLC

40.37K

Jun 30, 26

+2.15K

0.23%

Prudent Man Investment Management, Inc.

39.08K

Jun 30, 26

-396

0.22%

Krilogy Financial LLC

39.03K

Jun 30, 26

-3.27K

0.22%

Spinnaker Investment Group, LLC

38.87K

Jun 30, 26

+6.03K

0.22%

AssuredPartners Investment Advisors, LLC

36.08K

Jun 30, 26

+4.09K

0.21%

Barry Investment Advisors, LLC

35.77K

Jun 30, 26

+2.94K

0.21%

Keystone Financial Group, Inc.

35.72K

Jun 30, 26

-929

0.20%

MB Generational Wealth, LLC

35.62K

Jun 30, 26

+1.97K

0.20%

Colony Group, LLC

35.44K

Jun 30, 26

-230.65K

0.20%

JFS WEALTH ADVISORS, LLC

34.48K

Jun 30, 26

+17.28K

0.20%

Kesler, Norman & Wride, LLC

34.35K

Jun 30, 26

+10.48K

0.20%

MONOGRAPH WEALTH ADVISORS, LLC

34.11K

Jun 30, 26

+7.57K

0.20%

Rachor Investment Advisory Services, LLC

32.87K

Jun 30, 26

+1.10K

0.19%

JANE STREET GROUP, LLC

31.55K

Jun 30, 26

-22.74K

0.18%

Aspen Capital Management, LLC

30.65K

Jun 30, 26

+4.60K

0.18%

VESTIA PERSONAL WEALTH ADVISORS

30.42K

Jun 30, 26

+2.26K

0.17%

Babb Wealth Advisors LLC

29.16K

Jun 30, 26

+376

0.17%

Chicago Partners Investment Group LLC

28.81K

Jun 30, 26

+4.24K

0.17%

Foundations Investment Advisors, LLC

28.00K

Jun 30, 26

+3.96K

0.16%

Ruedi Wealth Management, Inc.

27.69K

Jun 30, 26

+14.33K

0.16%

Beacon Pointe Advisors, LLC

26.18K

Jun 30, 26

+471

0.15%

CARDIFF PARK ADVISORS, LLC

25.50K

Jun 30, 26

+116

0.15%

MOSAIC FAMILY WEALTH PARTNERS, LLC

25.40K

Jun 30, 26

+1.42K

0.15%

Syverson Strege & Co

25.24K

Jun 30, 26

-934

0.14%

Sterling Wealth Management, Inc.

24.14K

Jun 30, 26

-730

0.14%

Envision Financial Planning, LLC

24.10K

Jun 30, 26

+1.78K

0.14%

BANK OF MONTREAL /CAN/

23.31K

Jun 30, 26

+734

0.13%

IHT Wealth Management, LLC

23.13K

Jun 30, 26

+2.03K

0.13%

FIDUCIARY FINANCIAL GROUP, LLC

22.33K

Jun 30, 26

+619

0.13%

Pacific Asset Management, LLC

20.58K

Jun 30, 26

+990

0.12%

Betterment LLC

19.44K

Jun 30, 26

+924

0.11%

LEGACY FINANCIAL GROUP, INC.

18.42K

Jun 30, 26

+5.83K

0.11%

Mills Wealth Advisors LLC

17.09K

Jun 30, 26

+1.55K

0.10%

Stratos Wealth Partners, LTD.

16.22K

Jun 30, 26

+12.81K

0.09%

Savvy Advisors, Inc.

16.14K

Jun 30, 26

+2.39K

0.09%

Austin Asset Management Co Inc

15.00K

Jun 30, 26

+2.59K

0.09%

Cambridge Investment Research Advisors, Inc.

14.28K

Jun 30, 26

+2.65K

0.08%

Buckingham Strategic Partners

13.50K

Jun 30, 26

+3.72K

0.08%

CARY STREET PARTNERS FINANCIAL LLC

13.45K

Jun 30, 26

+1.29K

0.08%

Annandale Capital, LLC

13.35K

Jun 30, 26

+286

0.08%

Riverbend Wealth Management, LLC

13.14K

Jun 30, 26

-804

0.08%

Resources Investment Advisors, LLC.

12.99K

Jun 30, 26

+2.89K

0.07%

Chico Wealth RIA

12.66K

Jun 30, 26

+1.17K

0.07%

Highland Financial Advisors, LLC

12.59K

Jun 30, 26

0.07%

FMB WEALTH MANAGEMENT

12.54K

Jun 30, 26

+279

0.07%

Nemes Rush Group LLC

12.03K

Jun 30, 26

+330

0.07%

Waterfront Wealth Inc.

12.03K

Jun 30, 26

+1.61K

0.07%

Mustard Seed Financial, LLC

11.83K

Jun 30, 26

-4.03K

0.07%

Legacy Capital Wealth Partners, LLC

11.56K

Jun 30, 26

+2.20K

0.07%

Visionary Wealth Advisors

11.00K

Jun 30, 26

+1.23K

0.06%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

10.86K

Jun 30, 26

+883

0.06%

Mutual Advisors, LLC

9.45K

Jun 30, 26

+1.73K

0.05%

RS CRUM INC.

9.32K

Jun 30, 26

+316

0.05%

RAM Investment Partners, LLC

9.02K

Jun 30, 26

+333

0.05%

BOS Asset Management, LLC

8.69K

Jun 30, 26

+830

0.05%

Sensible Money, LLC

8.63K

Jun 30, 26

+1.96K

0.05%

ELEVATE WEALTH ADVISORY, INC

8.40K

Jun 30, 26

+700

0.05%

United Advisor Group, LLC

8.37K

Jun 30, 26

+8.37K

0.05%

EverSource Wealth Advisors, LLC

8.34K

Jun 30, 26

-106

0.05%

Belpointe Asset Management LLC

8.29K

Jun 30, 26

+54

0.05%

KEB ASSET MANAGEMENT, LLC

8.27K

Jun 30, 26

+3.49K

0.05%

ENVESTNET ASSET MANAGEMENT INC

8.23K

Jun 30, 26

-274

0.05%

Ashton Thomas Private Wealth, LLC

8.09K

Jun 30, 26

+1.01K

0.05%

DecisionPoint Financial, LLC

7.98K

Jun 30, 26

-312

0.05%

GEM Asset Management, LLC

7.96K

Jun 30, 26

+1.90K

0.05%

BRIGHTON JONES LLC

7.74K

Jun 30, 26

+927

0.04%

marrick wealth, LLC

7.67K

Jun 30, 26

+49

0.04%

BKA Wealth Consulting, Inc.

7.66K

Jun 30, 26

+48

0.04%

Modera Wealth Management, LLC

7.61K

Jun 30, 26

+2.35K

0.04%

CI Private Wealth, LLC

7.38K

Jun 30, 26

+1.10K

0.04%

Verum Partners LLC

7.11K

Jun 30, 26

0.04%

Savant Capital, LLC

7.10K

Jun 30, 26

-803

0.04%

Alpha Financial Advisors, LLC

6.94K

Jun 30, 26

+2.81K

0.04%

Tilson Financial Group, Inc.

6.77K

Jun 30, 26

+430

0.04%

Root Financial Partners, LLC

6.55K

Jun 30, 26

+124

0.04%

TFC Financial Management, Inc.

6.36K

Jun 30, 26

+216

0.04%

USAdvisors Wealth Management, LLC

6.20K

Jun 30, 26

+3.40K

0.04%

Falcon Wealth Planning

6.08K

Jun 30, 26

-3.63K

0.03%

Ferguson Johnson Wealth Management Inc

5.99K

Jun 30, 26

+67

0.03%

XY Planning Network, Inc.

5.81K

Jun 30, 26

+969

0.03%

Asset Dedication, LLC

5.67K

Jun 30, 26

+153

0.03%

QUANTIFY CHAOS ADVISORS, LLC

5.49K

Jun 30, 26

+25

0.03%

Creative Planning

5.40K

Jun 30, 26

-563

0.03%

Allworth Financial LP

5.37K

Jun 30, 26

-101

0.03%

Hippocratic Financial Advisors, LLC

5.18K

Jun 30, 26

+296

0.03%

LRI Investments, LLC

5.16K

Jun 30, 26

+107

0.03%

Pillar Financial Advisors, LLC

5.14K

Jun 30, 26

+397

0.03%

Ausdal Financial Partners, Inc.

5.05K

Jun 30, 26

0.03%

Beaird Harris Wealth Management, LLC

4.80K

Jun 30, 26

+208

0.03%

Advisory Services Network, LLC

4.80K

Jun 30, 26

-199

0.03%

Elser Financial Planning, Inc

4.72K

Jun 30, 26

+103

0.03%

Woodward Financial Advisors, Inc.

4.67K

Jun 30, 26

+4.67K

0.03%

Cloud Capital Management, LLC

4.65K

Jun 30, 26

+359

0.03%

HUTCHINSON CAPITAL MANAGEMENT/CA

4.56K

Jun 30, 26

+24

0.03%

R.P. Boggs & Co.

4.54K

Jun 30, 26

+825

0.03%

MISSION WEALTH MANAGEMENT, LP

4.42K

Jun 30, 26

+1.64K

0.03%

Equitable Holdings, Inc.

4.40K

Jun 30, 26

-530

0.03%

Wealthspire Advisors, LLC

4.33K

Jun 30, 26

+4.33K

0.02%

HARBOUR INVESTMENTS, INC.

4.22K

Jun 30, 26

0.02%

Investment Advisory Group, LLC

4.17K

Jun 30, 26

0.02%

OpenArc Corporate Advisory, LLC

4.12K

Jun 30, 26

+4.12K

0.02%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

4.12K

Jun 30, 26

+322

0.02%

Fonville Wealth Management LLC

4.07K

Jun 30, 26

+24

0.02%

Silver Oak Advisory Group, Inc.

3.97K

Jun 30, 26

0.02%

Apollon Financial, LLC

3.94K

Jun 30, 26

+3.94K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

3.83K

Jun 30, 26

+3.83K

0.02%

BANK OF AMERICA CORP /DE/

3.82K

Jun 30, 26

+3.82K

0.02%

FOSTER & MOTLEY INC

3.79K

Jun 30, 26

+88

0.02%

Coston, McIsaac & Partners

3.70K

Jun 30, 26

+832

0.02%

Approach Retirement Advisors, LLC

3.64K

Jun 30, 26

+3.64K

0.02%

Vistica Wealth Advisors, LLC

3.57K

Jun 30, 26

+11

0.02%

MARIPAU WEALTH MANAGEMENT LLC

3.56K

Jun 30, 26

+141

0.02%

Signal Advisors Wealth, LLC

3.56K

Jun 30, 26

+3.56K

0.02%

LAM GROUP, INC.

3.50K

Jun 30, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.50K

Jun 30, 26

+3.50K

0.02%

Forum Financial Management, LP

3.33K

Jun 30, 26

+249

0.02%

TRUIST FINANCIAL CORP

3.12K

Jun 30, 26

+3.12K

0.02%

Inspire Advisors, LLC

3.06K

Jun 30, 26

-549

0.02%

C M BIDWELL & ASSOCIATES LTD

2.97K

Jun 30, 26

+267

0.02%

Rehmann Capital Advisory Group

2.96K

Jun 30, 26

-229

0.02%

Pathstone Holdings, LLC

2.96K

Jun 30, 26

0.02%

Aurelius Family Office LLC

2.91K

Jun 30, 26

+142

0.02%

CX Institutional

2.87K

Jun 30, 26

+2.87K

0.02%

PHILLIPS FINANCIAL MANAGEMENT, LLC

2.87K

Jun 30, 26

+233

0.02%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

2.84K

Jun 30, 26

-74

0.02%

Donalies Financial Planning, LLC

2.78K

Jun 30, 26

-190

0.02%

Investmark Advisory Group LLC

2.73K

Jun 30, 26

+11

0.02%

180 WEALTH ADVISORS, LLC

2.68K

Jun 30, 26

+2.68K

0.02%

Safeguard Investment Advisory Group, LLC

2.63K

Jun 30, 26

+2.63K

0.02%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

2.50K

Jun 30, 26

+2.50K

0.01%

ADVISOR GROUP HOLDINGS, INC.

2.35K

Jun 30, 26

+290

0.01%

Frankly Finances, LLC

2.33K

Jun 30, 26

+25

0.01%

Federation des caisses Desjardins du Quebec

2.13K

Jun 30, 26

-3.90K

0.01%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

2.00K

Jun 30, 26

+755

0.01%

Trust Co

1.91K

Jun 30, 26

0.01%

Markowski Investments

1.74K

Jun 30, 26

+1.74K

0.01%

PINNEY & SCOFIELD, INC.

1.29K

Jun 30, 26

+78

0.01%

Glass Jacobson Investment Advisors llc

1.27K

Jun 30, 26

0.01%

Crews Bank & Trust

1.26K

Jun 30, 26

0.01%

SJS Investment Consulting Inc.

1.26K

Jun 30, 26

+54

0.01%

Investors Portfolio Services LLC

1.21K

Jun 30, 26

0.01%

Fort Vancouver Investment Management, LLC

929

Jun 30, 26

+926

0.01%

Burk Holdings LLC

805

Jun 30, 26

-17

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

669

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

581

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

573

Jun 30, 26

-300

0.00%

Waverly Advisors, LLC

492

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

440

Jun 30, 26

-91

0.00%

Integrated Wealth Concepts LLC

425

Jun 30, 26

+425

0.00%

Concord Wealth Partners

348

Jun 30, 26

+348

0.00%

Your Advocates Ltd., LLP

316

Jun 30, 26

+87

0.00%

UBS Group AG

171

Jun 30, 26

+26

0.00%

AdvisorNet Financial, Inc

157

Jun 30, 26

+27

0.00%

MARYLAND CAPITAL ADVISORS INC.

147

Jun 30, 26

+147

0.00%

Quent Capital, LLC

134

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

133

Jun 30, 26

-6

0.00%

FMR LLC

132

Jun 30, 26

0.00%

ASSETMARK, INC

123

Jun 30, 26

+123

0.00%

ENTRUST FINANCIAL LLC

122

Jun 30, 26

-79

0.00%

FIDUCIARY FINANCIAL ADVISORS

111

Jun 30, 26

+111

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

0.00%

Longview Financial Advisors LLC

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

+15

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+12

0.00%

Kozak & Associates, Inc.

Jun 30, 26

0.00%

Cordant, Inc.

Jun 30, 26

0.00%

Gotham Asset Management, LLC

Jun 30, 26

-61.07K

Wolfstich Capital, LLC

Jun 30, 26

-16.08K

Ameritas Advisory Services, LLC

Jun 30, 26

-149

Tradewinds, LLC.

Jun 30, 26

-2.56K

MORGAN STANLEY

Jun 30, 26

-666

Ronald Blue Trust, Inc.

Jun 30, 26

-16.11K

CURIO WEALTH, LLC

Jun 30, 26

-1.26K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-37

Steward Partners Investment Advisory, LLC

Jun 30, 26

-200

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-4

Cogent Private Wealth, Inc.

Jun 30, 26

-20.61K

Evanson Asset Management, LLC

95.36K

Mar 31, 26

+10.64K

0.55%

CWM, LLC

8.03K

Mar 31, 26

-2.37K

0.05%

McIlrath & Eck, LLC

1.77K

Mar 31, 26

+898

0.01%

North Ridge Wealth Advisors, Inc.

1.23K

Mar 31, 26

+63

0.01%

Total Wealth Planning, LLC

Dec 31, 25

-7.46K

PBMares Wealth Management LLC

7.69K

Sep 30, 25

+749

0.04%

Promus Capital, LLC

487

Sep 30, 25

0.00%

Jentner Corp

7.99K

Jun 30, 25

+133

0.05%

Blue Oak Capital, LLC

4.22K

Jun 30, 25

-47

0.02%

Smith Anglin Financial, LLC

3.64K

Jun 30, 25

+20

0.02%

Vista Wealth Management Group, LLC

4.24K

Mar 31, 25

+656

0.02%