Dimensional Global ex US Core Fixed Income Fund(DFGX)

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Dimensional Global ex US Core Fixed Income Fund(DFGX)

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$53.15—

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DFGX(DFGX)

DFGX

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 159 Institutional Holders

Holder	Shares	Date	Change	% Held
Apella Capital, LLC	2.26M	Jun 30, 26	+128.61K	7.15%
DiNuzzo Private Wealth, Inc.	106.94K	Jun 30, 26	+1.61K	0.34%
Hassell Wealth Management, LLC	40.20K	Jun 30, 26	+23.67K	0.13%
Dynamic Advisor Solutions LLC	14.11K	Jun 30, 26	+530	0.04%
CLUNE & ASSOCIATES, LTD.	11.50K	Jun 30, 26	+1.92K	0.04%
LAM GROUP, INC.	10.21K	Jun 30, 26	-2.46K	0.03%
Physician Wealth Solutions Inc.	8.20K	Jun 30, 26	--	0.03%
CoreCap Advisors, LLC	281	Jun 30, 26	+281	0.00%
Strategic Investment Solutions, Inc. /IL	250	Jun 30, 26	-133	0.00%
Planning Center, Inc.	1.55M	Mar 31, 26	+76.77K	4.91%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	717.24K	Mar 31, 26	+65.51K	2.27%
Elser Financial Planning, Inc	707.86K	Mar 31, 26	+72.65K	2.24%
Alpha Financial Advisors, LLC	699.86K	Mar 31, 26	+42.23K	2.21%
Hill Investment Group Partners, LLC	678.54K	Mar 31, 26	-295.73K	2.15%
United Wealth Management, LLC	660.41K	Mar 31, 26	+29.53K	2.09%
Private Wealth Management Group, LLC	619.30K	Mar 31, 26	+34.81K	1.96%
Savant Capital, LLC	553.97K	Mar 31, 26	-140.32K	1.75%
HighTower Advisors, LLC	466.47K	Mar 31, 26	+13.96K	1.48%
ENVESTNET ASSET MANAGEMENT INC	465.36K	Mar 31, 26	+135.24K	1.47%
Verisail Partners, LLC	434.95K	Mar 31, 26	+17.97K	1.38%
LIBERTY WEALTH MANAGEMENT LLC	387.35K	Mar 31, 26	+20.31K	1.23%
Mattern Wealth Management LLC	368.30K	Mar 31, 26	+18.40K	1.17%
Equita Financial Network, Inc.	351.97K	Mar 31, 26	+20.33K	1.11%
Eaton-Cambridge Inc.	325.26K	Mar 31, 26	+325.26K	1.03%
Private Advisor Group, LLC	322.27K	Mar 31, 26	+22.48K	1.02%
Vermillion Wealth Management, Inc.	311.68K	Mar 31, 26	+64.67K	0.99%
BANK OF AMERICA CORP /DE/	310.44K	Mar 31, 26	+95.47K	0.98%
GeoWealth Management, LLC	306.29K	Mar 31, 26	+27.76K	0.97%
Oakwell Private Wealth Management, LLC	305.04K	Mar 31, 26	+12.04K	0.97%
Vestmark Advisory Solutions, Inc.	271.08K	Mar 31, 26	+20.25K	0.86%
ASSETMARK, INC	263.94K	Mar 31, 26	-10.12K	0.84%
Shotwell Rutter Baer Inc	262.96K	Mar 31, 26	+9.54K	0.83%
Kestra Investment Management, LLC	258.47K	Mar 31, 26	+96.19K	0.82%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	253.12K	Mar 31, 26	-726	0.80%
SageOak Financial, LLC	237.07K	Mar 31, 26	+3.46K	0.75%
Babb Wealth Advisors LLC	236.81K	Mar 31, 26	+19.74K	0.75%
Yardley Wealth Management LLC	232.86K	Mar 31, 26	+23.18K	0.74%
Strathmore Capital Advisors, Inc.	215.69K	Mar 31, 26	-775	0.68%
HFM Investment Advisors, LLC	189.98K	Mar 31, 26	+19.96K	0.60%
Resources Investment Advisors, LLC.	185.58K	Mar 31, 26	+16.29K	0.59%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	172.18K	Mar 31, 26	+14.92K	0.54%
Fundamentum, LLC	162.27K	Mar 31, 26	+959	0.51%
AA Financial Advisors, LLC	147.51K	Mar 31, 26	+147.51K	0.47%
Farther Finance Advisors, LLC	119.61K	Mar 31, 26	+70.14K	0.38%
Sterling Wealth Management, Inc.	111.03K	Mar 31, 26	+9.61K	0.35%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	108.17K	Mar 31, 26	+47.82K	0.34%
Betterment LLC	105.76K	Mar 31, 26	+12.60K	0.33%
Vantage Point Financial LLC	101.24K	Mar 31, 26	+6.11K	0.32%
PARK AVENUE SECURITIES LLC	98.93K	Mar 31, 26	+98.93K	0.31%
AlphaStar Capital Management, LLC	96.80K	Mar 31, 26	+5.67K	0.31%
Mariner, LLC	95.98K	Mar 31, 26	-23.75K	0.30%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	91.65K	Mar 31, 26	+6.71K	0.29%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	90.59K	Mar 31, 26	+10.14K	0.29%
RAYMOND JAMES FINANCIAL INC	85.19K	Mar 31, 26	+8.90K	0.27%
Brinker Capital Investments, LLC	79.14K	Mar 31, 26	+1.88K	0.25%
Porter White Investment Advisors, Inc.	76.91K	Mar 31, 26	+3.24K	0.24%
JMG Financial Group, Ltd.	76.37K	Mar 31, 26	+76.37K	0.24%
Elequin Securities, LLC	73.09K	Mar 31, 26	+73.09K	0.23%
Schwallier Wealth Management LLC	72.03K	Mar 31, 26	+72.03K	0.23%
UBS ASSET MANAGEMENT AMERICAS INC	70.14K	Mar 31, 26	+70.14K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	67.05K	Mar 31, 26	-1.99K	0.21%
Cambridge Investment Research Advisors, Inc.	63.46K	Mar 31, 26	+27.41K	0.20%
Note Advisors, LLC	61.43K	Mar 31, 26	+2.99K	0.19%
TABLEAUX LLC	61.02K	Mar 31, 26	+22.59K	0.19%
Index Fund Advisors, Inc.	60.69K	Mar 31, 26	+34.96K	0.19%
TRUIST FINANCIAL CORP	53.16K	Mar 31, 26	+5.05K	0.17%
Cerity Partners LLC	51.60K	Mar 31, 26	+51.60K	0.16%
Sowell Financial Services LLC	50.19K	Mar 31, 26	+3.32K	0.16%
ADVISOR GROUP HOLDINGS, INC.	48.10K	Mar 31, 26	+6.68K	0.15%
GOLDMAN SACHS GROUP INC	47.85K	Mar 31, 26	+47.85K	0.15%
Foundations Investment Advisors, LLC	47.51K	Mar 31, 26	+11.21K	0.15%
W.H. Cornerstone Investments Inc.	47.12K	Mar 31, 26	-45.67K	0.15%
Simplicity Wealth,LLC	46.84K	Mar 31, 26	+2.18K	0.15%
LPL Financial LLC	44.79K	Mar 31, 26	+3.73K	0.14%
EverSource Wealth Advisors, LLC	44.46K	Mar 31, 26	-14.92K	0.14%
AssuredPartners Investment Advisors, LLC	43.20K	Mar 31, 26	+10.44K	0.14%
Vested Financial Planning, LLC	42.00K	Mar 31, 26	+1.64K	0.13%
Beacon Pointe Advisors, LLC	40.45K	Mar 31, 26	-2.33K	0.13%
JANE STREET GROUP, LLC	40.41K	Mar 31, 26	-133.16K	0.13%
Higgins & Schmidt Wealth Strategies LLC	39.02K	Mar 31, 26	+39.02K	0.12%
Wealth Advisors Northwest LLC	37.61K	Mar 31, 26	+7.47K	0.12%
Kestra Advisory Services, LLC	37.20K	Mar 31, 26	+98	0.12%
Smartleaf Asset Management LLC	32.14K	Mar 31, 26	+6.47K	0.10%
GREENWOOD CAPITAL ASSOCIATES LLC	25.90K	Mar 31, 26	+188	0.08%
Selective Wealth Management, Inc.	19.98K	Mar 31, 26	+19.98K	0.06%
Linscomb & Williams, Inc.	19.34K	Mar 31, 26	+19.34K	0.06%
BWM Planning, LLC	17.63K	Mar 31, 26	--	0.06%
CreativeOne Wealth, LLC	16.95K	Mar 31, 26	+780	0.05%
Triad Wealth Partners, LLC	16.77K	Mar 31, 26	+7.63K	0.05%
Hassell Wealth Management, LLC	16.53K	Mar 31, 26	+16.53K	0.05%
CITADEL ADVISORS LLC	15.26K	Mar 31, 26	-11.91K	0.05%
Signal Advisors Wealth, LLC	14.65K	Mar 31, 26	-4.45K	0.05%
REAP Financial Group, LLC	13.78K	Mar 31, 26	-105	0.04%
Ashton Thomas Private Wealth, LLC	12.56K	Mar 31, 26	+781	0.04%
Stewardship Advisors, LLC	11.76K	Mar 31, 26	+709	0.04%
CITIGROUP INC	11.30K	Mar 31, 26	+394	0.04%
Envestnet Portfolio Solutions, Inc.	11.29K	Mar 31, 26	-141	0.04%
USAdvisors Wealth Management, LLC	10.39K	Mar 31, 26	+243	0.03%
Leading Edge Financial Planning LLC	10.08K	Mar 31, 26	+10.08K	0.03%
MGO ONE SEVEN LLC	9.80K	Mar 31, 26	--	0.03%
Buckingham Strategic Partners	9.77K	Mar 31, 26	+4.95K	0.03%
Werba Rubin Papier Wealth Management	9.65K	Mar 31, 26	+52	0.03%
Geneos Wealth Management Inc.	9.62K	Mar 31, 26	+1.24K	0.03%
Integrated Wealth Concepts LLC	9.01K	Mar 31, 26	+150	0.03%
Aspire Private Capital, LLC	8.81K	Mar 31, 26	+772	0.03%
Prospera Financial Services Inc	8.03K	Mar 31, 26	+8.03K	0.03%
IFP Advisors, Inc	7.92K	Mar 31, 26	+309	0.03%
Level Financial Advisors, Inc.	7.35K	Mar 31, 26	+3.06K	0.02%
First Financial Group Corp	6.65K	Mar 31, 26	+6.65K	0.02%
MB Generational Wealth, LLC	6.55K	Mar 31, 26	--	0.02%
Concurrent Investment Advisors, LLC	6.11K	Mar 31, 26	+6.11K	0.02%
XY Planning Network, Inc.	6.02K	Mar 31, 26	+993	0.02%
Oceanside Advisors LLC	5.90K	Mar 31, 26	--	0.02%
Acorn Wealth Advisors, LLC	5.58K	Mar 31, 26	-49	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	5.53K	Mar 31, 26	+302	0.02%
VICTORY FINANCIAL GROUP, LLC	5.43K	Mar 31, 26	+437	0.02%
Baer Investment Advisory LLC	5.43K	Mar 31, 26	+5.43K	0.02%
Stirlingshire Investments, Inc.	5.21K	Mar 31, 26	+283	0.02%
GRAND WEALTH MANAGEMENT, LLC	5.07K	Mar 31, 26	+516	0.02%
MML INVESTORS SERVICES, LLC	5.06K	Mar 31, 26	-464	0.02%
SILVER OAK SECURITIES, INCORPORATED	4.91K	Mar 31, 26	+120	0.02%
Merit Financial Group, LLC	4.86K	Mar 31, 26	+435	0.02%
Advyzon Investment Management, LLC	4.82K	Mar 31, 26	+201	0.02%
MARIPAU WEALTH MANAGEMENT LLC	4.63K	Mar 31, 26	--	0.01%
Washington Trust Advisors, Inc.	4.42K	Mar 31, 26	--	0.01%
Helen Stephens Group, LLC	4.29K	Mar 31, 26	+136	0.01%
Savvy Advisors, Inc.	4.26K	Mar 31, 26	+4.26K	0.01%
TCFG WEALTH MANAGEMENT, LLC	4.21K	Mar 31, 26	+310	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	4.18K	Mar 31, 26	+4.18K	0.01%
Tillman Hartley LLC	4.00K	Mar 31, 26	-3.30K	0.01%
AE Wealth Management LLC	2.67K	Mar 31, 26	+297	0.01%
CWM, LLC	2.66K	Mar 31, 26	+137	0.01%
Millstone Evans Group, LLC	2.63K	Mar 31, 26	-48	0.01%
IFG Advisory, LLC	2.55K	Mar 31, 26	+2.55K	0.01%
Clarity Asset Management, Inc.	1.71K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.61K	Mar 31, 26	+1.50K	0.01%
UBS Group AG	1.39K	Mar 31, 26	+1.22K	0.00%
Topsail Wealth Management, LLC	846	Mar 31, 26	+846	0.00%
Coston, McIsaac & Partners	758	Mar 31, 26	+589	0.00%
Rossby Financial, LCC	624	Mar 31, 26	+624	0.00%
PRIVATE TRUST CO NA	305	Mar 31, 26	-20	0.00%
MORGAN STANLEY	286	Mar 31, 26	-411	0.00%
Kilter Group LLC	237	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	233	Mar 31, 26	+233	0.00%
SRS Capital Advisors, Inc.	129	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	--	Mar 31, 26	-294	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-715	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-89	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-27.01K	--
Concord Wealth Partners	--	Mar 31, 26	-2.20K	--
WEALTHSPAN PARTNERS, LLC	--	Mar 31, 26	-4.78K	--
HAZLETT, BURT & WATSON, INC.	--	Mar 31, 26	-188	--
Quadrature Capital Ltd	--	Mar 31, 26	-10.33K	--
Austin Private Wealth, LLC	47.70K	Dec 31, 25	+5.62K	0.15%
Binnacle Investments Inc	101.05K	Sep 30, 25	+6.49K	0.32%
Copperleaf Capital, LLC	22.77K	Sep 30, 25	+1.33K	0.07%
PrairieView Partners, LLC	850.21K	Jun 30, 25	+19.06K	2.69%
Orion Portfolio Solutions, LLC	58.74K	Mar 31, 25	+5.07K	0.19%
LifePro Asset Management	58.83K	Sep 30, 24	+9.42K	0.19%

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Holder

Date

Change

% Held

Apella Capital, LLC

2.26M

Jun 30, 26

+128.61K

7.15%

DiNuzzo Private Wealth, Inc.

106.94K

Jun 30, 26

+1.61K

0.34%

Hassell Wealth Management, LLC

40.20K

Jun 30, 26

+23.67K

0.13%

Dynamic Advisor Solutions LLC

14.11K

Jun 30, 26

+530

0.04%

CLUNE & ASSOCIATES, LTD.

11.50K

Jun 30, 26

+1.92K

0.04%

LAM GROUP, INC.

10.21K

Jun 30, 26

-2.46K

0.03%

Physician Wealth Solutions Inc.

8.20K

Jun 30, 26

0.03%

CoreCap Advisors, LLC

281

Jun 30, 26

+281

0.00%

Strategic Investment Solutions, Inc. /IL

250

Jun 30, 26

-133

0.00%

Planning Center, Inc.

1.55M

Mar 31, 26

+76.77K

4.91%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

717.24K

Mar 31, 26

+65.51K

2.27%

Elser Financial Planning, Inc

707.86K

Mar 31, 26

+72.65K

2.24%

Alpha Financial Advisors, LLC

699.86K

Mar 31, 26

+42.23K

2.21%

Hill Investment Group Partners, LLC

678.54K

Mar 31, 26

-295.73K

2.15%

United Wealth Management, LLC

660.41K

Mar 31, 26

+29.53K

2.09%

Private Wealth Management Group, LLC

619.30K

Mar 31, 26

+34.81K

1.96%

Savant Capital, LLC

553.97K

Mar 31, 26

-140.32K

1.75%

HighTower Advisors, LLC

466.47K

Mar 31, 26

+13.96K

1.48%

ENVESTNET ASSET MANAGEMENT INC

465.36K

Mar 31, 26

+135.24K

1.47%

Verisail Partners, LLC

434.95K

Mar 31, 26

+17.97K

1.38%

LIBERTY WEALTH MANAGEMENT LLC

387.35K

Mar 31, 26

+20.31K

1.23%

Mattern Wealth Management LLC

368.30K

Mar 31, 26

+18.40K

1.17%

Equita Financial Network, Inc.

351.97K

Mar 31, 26

+20.33K

1.11%

Eaton-Cambridge Inc.

325.26K

Mar 31, 26

+325.26K

1.03%

Private Advisor Group, LLC

322.27K

Mar 31, 26

+22.48K

1.02%

Vermillion Wealth Management, Inc.

311.68K

Mar 31, 26

+64.67K

0.99%

BANK OF AMERICA CORP /DE/

310.44K

Mar 31, 26

+95.47K

0.98%

GeoWealth Management, LLC

306.29K

Mar 31, 26

+27.76K

0.97%

Oakwell Private Wealth Management, LLC

305.04K

Mar 31, 26

+12.04K

0.97%

Vestmark Advisory Solutions, Inc.

271.08K

Mar 31, 26

+20.25K

0.86%

ASSETMARK, INC

263.94K

Mar 31, 26

-10.12K

0.84%

Shotwell Rutter Baer Inc

262.96K

Mar 31, 26

+9.54K

0.83%

Kestra Investment Management, LLC

258.47K

Mar 31, 26

+96.19K

0.82%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

253.12K

Mar 31, 26

-726

0.80%

SageOak Financial, LLC

237.07K

Mar 31, 26

+3.46K

0.75%

Babb Wealth Advisors LLC

236.81K

Mar 31, 26

+19.74K

0.75%

Yardley Wealth Management LLC

232.86K

Mar 31, 26

+23.18K

0.74%

Strathmore Capital Advisors, Inc.

215.69K

Mar 31, 26

-775

0.68%

HFM Investment Advisors, LLC

189.98K

Mar 31, 26

+19.96K

0.60%

Resources Investment Advisors, LLC.

185.58K

Mar 31, 26

+16.29K

0.59%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

172.18K

Mar 31, 26

+14.92K

0.54%

Fundamentum, LLC

162.27K

Mar 31, 26

+959

0.51%

AA Financial Advisors, LLC

147.51K

Mar 31, 26

+147.51K

0.47%

Farther Finance Advisors, LLC

119.61K

Mar 31, 26

+70.14K

0.38%

Sterling Wealth Management, Inc.

111.03K

Mar 31, 26

+9.61K

0.35%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

108.17K

Mar 31, 26

+47.82K

0.34%

Betterment LLC

105.76K

Mar 31, 26

+12.60K

0.33%

Vantage Point Financial LLC

101.24K

Mar 31, 26

+6.11K

0.32%

PARK AVENUE SECURITIES LLC

98.93K

Mar 31, 26

+98.93K

0.31%

AlphaStar Capital Management, LLC

96.80K

Mar 31, 26

+5.67K

0.31%

Mariner, LLC

95.98K

Mar 31, 26

-23.75K

0.30%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

91.65K

Mar 31, 26

+6.71K

0.29%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

90.59K

Mar 31, 26

+10.14K

0.29%

RAYMOND JAMES FINANCIAL INC

85.19K

Mar 31, 26

+8.90K

0.27%

Brinker Capital Investments, LLC

79.14K

Mar 31, 26

+1.88K

0.25%

Porter White Investment Advisors, Inc.

76.91K

Mar 31, 26

+3.24K

0.24%

JMG Financial Group, Ltd.

76.37K

Mar 31, 26

+76.37K

0.24%

Elequin Securities, LLC

73.09K

Mar 31, 26

+73.09K

0.23%

Schwallier Wealth Management LLC

72.03K

Mar 31, 26

+72.03K

0.23%

UBS ASSET MANAGEMENT AMERICAS INC

70.14K

Mar 31, 26

+70.14K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

67.05K

Mar 31, 26

-1.99K

0.21%

Cambridge Investment Research Advisors, Inc.

63.46K

Mar 31, 26

+27.41K

0.20%

Note Advisors, LLC

61.43K

Mar 31, 26

+2.99K

0.19%

TABLEAUX LLC

61.02K

Mar 31, 26

+22.59K

0.19%

Index Fund Advisors, Inc.

60.69K

Mar 31, 26

+34.96K

0.19%

TRUIST FINANCIAL CORP

53.16K

Mar 31, 26

+5.05K

0.17%

Cerity Partners LLC

51.60K

Mar 31, 26

+51.60K

0.16%

Sowell Financial Services LLC

50.19K

Mar 31, 26

+3.32K

0.16%

ADVISOR GROUP HOLDINGS, INC.

48.10K

Mar 31, 26

+6.68K

0.15%

GOLDMAN SACHS GROUP INC

47.85K

Mar 31, 26

+47.85K

0.15%

Foundations Investment Advisors, LLC

47.51K

Mar 31, 26

+11.21K

0.15%

W.H. Cornerstone Investments Inc.

47.12K

Mar 31, 26

-45.67K

0.15%

Simplicity Wealth,LLC

46.84K

Mar 31, 26

+2.18K

0.15%

LPL Financial LLC

44.79K

Mar 31, 26

+3.73K

0.14%

EverSource Wealth Advisors, LLC

44.46K

Mar 31, 26

-14.92K

0.14%

AssuredPartners Investment Advisors, LLC

43.20K

Mar 31, 26

+10.44K

0.14%

Vested Financial Planning, LLC

42.00K

Mar 31, 26

+1.64K

0.13%

Beacon Pointe Advisors, LLC

40.45K

Mar 31, 26

-2.33K

0.13%

JANE STREET GROUP, LLC

40.41K

Mar 31, 26

-133.16K

0.13%

Higgins & Schmidt Wealth Strategies LLC

39.02K

Mar 31, 26

+39.02K

0.12%

Wealth Advisors Northwest LLC

37.61K

Mar 31, 26

+7.47K

0.12%

Kestra Advisory Services, LLC

37.20K

Mar 31, 26

+98

0.12%

Smartleaf Asset Management LLC

32.14K

Mar 31, 26

+6.47K

0.10%

GREENWOOD CAPITAL ASSOCIATES LLC

25.90K

Mar 31, 26

+188

0.08%

Selective Wealth Management, Inc.

19.98K

Mar 31, 26

+19.98K

0.06%

Linscomb & Williams, Inc.

19.34K

Mar 31, 26

+19.34K

0.06%

BWM Planning, LLC

17.63K

Mar 31, 26

0.06%

CreativeOne Wealth, LLC

16.95K

Mar 31, 26

+780

0.05%

Triad Wealth Partners, LLC

16.77K

Mar 31, 26

+7.63K

0.05%

Hassell Wealth Management, LLC

16.53K

Mar 31, 26

+16.53K

0.05%

CITADEL ADVISORS LLC

15.26K

Mar 31, 26

-11.91K

0.05%

Signal Advisors Wealth, LLC

14.65K

Mar 31, 26

-4.45K

0.05%

REAP Financial Group, LLC

13.78K

Mar 31, 26

-105

0.04%

Ashton Thomas Private Wealth, LLC

12.56K

Mar 31, 26

+781

0.04%

Stewardship Advisors, LLC

11.76K

Mar 31, 26

+709

0.04%

CITIGROUP INC

11.30K

Mar 31, 26

+394

0.04%

Envestnet Portfolio Solutions, Inc.

11.29K

Mar 31, 26

-141

0.04%

USAdvisors Wealth Management, LLC

10.39K

Mar 31, 26

+243

0.03%

Leading Edge Financial Planning LLC

10.08K

Mar 31, 26

+10.08K

0.03%

MGO ONE SEVEN LLC

9.80K

Mar 31, 26

0.03%

Buckingham Strategic Partners

9.77K

Mar 31, 26

+4.95K

0.03%

Werba Rubin Papier Wealth Management

9.65K

Mar 31, 26

+52

0.03%

Geneos Wealth Management Inc.

9.62K

Mar 31, 26

+1.24K

0.03%

Integrated Wealth Concepts LLC

9.01K

Mar 31, 26

+150

0.03%

Aspire Private Capital, LLC

8.81K

Mar 31, 26

+772

0.03%

Prospera Financial Services Inc

8.03K

Mar 31, 26

+8.03K

0.03%

IFP Advisors, Inc

7.92K

Mar 31, 26

+309

0.03%

Level Financial Advisors, Inc.

7.35K

Mar 31, 26

+3.06K

0.02%

First Financial Group Corp

6.65K

Mar 31, 26

+6.65K

0.02%

MB Generational Wealth, LLC

6.55K

Mar 31, 26

0.02%

Concurrent Investment Advisors, LLC

6.11K

Mar 31, 26

+6.11K

0.02%

XY Planning Network, Inc.

6.02K

Mar 31, 26

+993

0.02%

Oceanside Advisors LLC

5.90K

Mar 31, 26

0.02%

Acorn Wealth Advisors, LLC

5.58K

Mar 31, 26

-49

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

5.53K

Mar 31, 26

+302

0.02%

VICTORY FINANCIAL GROUP, LLC

5.43K

Mar 31, 26

+437

0.02%

Baer Investment Advisory LLC

5.43K

Mar 31, 26

+5.43K

0.02%

Stirlingshire Investments, Inc.

5.21K

Mar 31, 26

+283

0.02%

GRAND WEALTH MANAGEMENT, LLC

5.07K

Mar 31, 26

+516

0.02%

MML INVESTORS SERVICES, LLC

5.06K

Mar 31, 26

-464

0.02%

SILVER OAK SECURITIES, INCORPORATED

4.91K

Mar 31, 26

+120

0.02%

Merit Financial Group, LLC

4.86K

Mar 31, 26

+435

0.02%

Advyzon Investment Management, LLC

4.82K

Mar 31, 26

+201

0.02%

MARIPAU WEALTH MANAGEMENT LLC

4.63K

Mar 31, 26

0.01%

Washington Trust Advisors, Inc.

4.42K

Mar 31, 26

0.01%

Helen Stephens Group, LLC

4.29K

Mar 31, 26

+136

0.01%

Savvy Advisors, Inc.

4.26K

Mar 31, 26

+4.26K

0.01%

TCFG WEALTH MANAGEMENT, LLC

4.21K

Mar 31, 26

+310

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.18K

Mar 31, 26

+4.18K

0.01%

Tillman Hartley LLC

4.00K

Mar 31, 26

-3.30K

0.01%

AE Wealth Management LLC

2.67K

Mar 31, 26

+297

0.01%

CWM, LLC

2.66K

Mar 31, 26

+137

0.01%

Millstone Evans Group, LLC

2.63K

Mar 31, 26

-48

0.01%

IFG Advisory, LLC

2.55K

Mar 31, 26

+2.55K

0.01%

Clarity Asset Management, Inc.

1.71K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.61K

Mar 31, 26

+1.50K

0.01%

UBS Group AG

1.39K

Mar 31, 26

+1.22K

0.00%

Topsail Wealth Management, LLC

846

Mar 31, 26

+846

0.00%

Coston, McIsaac & Partners

758

Mar 31, 26

+589

0.00%

Rossby Financial, LCC

624

Mar 31, 26

+624

0.00%

PRIVATE TRUST CO NA

305

Mar 31, 26

-20

0.00%

MORGAN STANLEY

286

Mar 31, 26

-411

0.00%

Kilter Group LLC

237

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

233

Mar 31, 26

+233

0.00%

SRS Capital Advisors, Inc.

129

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

Mar 31, 26

-294

ROYAL BANK OF CANADA

Mar 31, 26

-715

WELLS FARGO & COMPANY/MN

Mar 31, 26

-89

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-27.01K

Concord Wealth Partners

Mar 31, 26

-2.20K

WEALTHSPAN PARTNERS, LLC

Mar 31, 26

-4.78K

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

-188

Quadrature Capital Ltd

Mar 31, 26

-10.33K

Austin Private Wealth, LLC

47.70K

Dec 31, 25

+5.62K

0.15%

Binnacle Investments Inc

101.05K

Sep 30, 25

+6.49K

0.32%

Copperleaf Capital, LLC

22.77K

Sep 30, 25

+1.33K

0.07%

PrairieView Partners, LLC

850.21K

Jun 30, 25

+19.06K

2.69%

Orion Portfolio Solutions, LLC

58.74K

Mar 31, 25

+5.07K

0.19%

LifePro Asset Management

58.83K

Sep 30, 24

+9.42K

0.19%