DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1010.01%0.01%0.02%Q1 2019Q3 202317
GILL CAPITAL PARTNERS, LLC 11110.17%0.19%0.22%Q2 2021Q4 202311
Symmetry Partners, LLC 11110.74%0.80%0.89%Q2 2021Q4 202311
PATHSTONE FAMILY OFFICE, LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.00%Q2 2021Q3 202310
CLIFFORD SWAN INVESTMENT COUNSEL LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Acropolis Investment Management, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Evanson Asset Management, LLC 10104.13%4.36%4.68%Q2 2021Q3 202310
NAPLES GLOBAL ADVISORS, LLC 10100.07%0.07%0.08%Q2 2021Q3 202310
Valeo Financial Advisors, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.05%0.09%0.12%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Center for Financial Planning, Inc. 10100.12%0.13%0.14%Q2 2021Q3 202310
Betterment LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.01%0.01%0.01%Q2 2021Q3 202310
Eldridge Investment Advisors, Inc. 10100.31%0.34%0.38%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Gleason Group, Inc. 10100.01%0.01%0.01%Q2 2021Q3 202310
MBM Wealth Consultants, LLC 10100.38%0.42%0.46%Q2 2021Q3 202310
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.29%0.32%0.36%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Gemmer Asset Management LLC 10100.56%0.59%0.62%Q2 2021Q3 202310
MISSION WEALTH MANAGEMENT, LP 10100.15%0.18%0.22%Q2 2021Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10100.14%0.16%0.17%Q2 2021Q3 202310
Integrated Advisors Network LLC 10100.05%0.06%0.08%Q2 2021Q3 202310
Diversified Trust Co 10100.01%0.01%0.01%Q3 2021Q4 202310
Colony Family Offices, LLC 101017.26%21.85%30.63%Q2 2021Q3 202310
Laird Norton Wetherby Trust Company, LLC 10100.02%0.04%0.07%Q2 2021Q3 202310
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Retirement Solution Inc. 10107.92%11.23%14.65%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.30%0.38%0.62%Q2 2021Q3 202310
KEYBANK NATIONAL ASSOCIATION/OH 10100.00%0.00%0.01%Q2 2021Q3 202310
Silicon Valley Capital Partners 10100.03%0.10%0.12%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Prestige Wealth Management Group LLC 10100.19%0.20%0.22%Q2 2021Q3 202310
Plancorp, LLC 101013.62%16.41%22.04%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10101.24%2.99%7.04%Q2 2021Q3 202310
CENTRAL TRUST Co 10100.01%0.01%0.01%Q2 2021Q3 202310
Merit Financial Group, LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.01%0.01%0.01%Q2 2021Q3 202310
PEAPACK GLADSTONE FINANCIAL CORP 10100.01%0.01%0.02%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.03%0.03%0.04%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 101012.64%14.25%16.69%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 10100.05%0.13%0.28%Q2 2021Q3 202310
Chicago Partners Investment Group LLC 10101.43%1.57%1.69%Q2 2021Q3 202310
Busey Bank 10100.01%0.01%0.02%Q2 2021Q3 202310
Texas Yale Capital Corp. 10100.04%0.04%0.05%Q2 2021Q3 202310
Diversified Portfolios, Inc. 10100.11%0.15%0.25%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.06%0.23%0.29%Q2 2021Q3 202310
Modera Wealth Management, LLC 10101.06%2.13%2.95%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.66%0.95%1.39%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.14%0.20%0.30%Q2 2021Q3 202310
PRIVATE MANAGEMENT GROUP INC 10100.01%0.01%0.02%Q2 2021Q3 202310
Abacus Wealth Partners, LLC 10100.37%0.95%2.17%Q2 2021Q3 202310
Stratos Wealth Partners, LTD. 10100.06%0.14%0.23%Q2 2021Q3 202310
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
UBS Group AG 10100.00%0.00%0.00%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.03%0.05%0.07%Q2 2021Q3 202310
Pinnacle Wealth Planning Services, Inc. 10100.42%0.54%0.74%Q2 2021Q3 202310
Larson Financial Group LLC 10101.34%2.48%3.99%Q2 2021Q3 202310
BOK Financial Private Wealth, Inc. 10100.01%0.03%0.04%Q2 2021Q3 202310
Citadel Advisors 310.00%0.00%0.00%Q4 2021Q3 202310
Bryn Mawr Capital Management, LLC 10100.08%0.26%0.47%Q2 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
WHITTIER TRUST CO 10100.01%0.01%0.01%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.01%0.02%0.02%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
Carlson Capital Management 10100.13%0.19%0.32%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.02%0.02%0.02%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.04%0.10%0.16%Q2 2021Q3 202310
Gradient Investments LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Pegasus Partners Ltd. 10100.10%0.12%0.14%Q2 2021Q3 202310
FAS Wealth Partners, Inc. 10100.10%0.13%0.16%Q2 2021Q3 202310
ATLAS CAPITAL ADVISORS LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Biltmore Family Office, LLC 10100.23%0.28%0.38%Q2 2021Q3 202310
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.11%0.13%0.17%Q2 2021Q3 202310
GSB Wealth Management, LLC 10100.09%0.10%0.16%Q2 2021Q3 202310
Adero Partners, LLC 10101.26%1.87%3.14%Q2 2021Q3 202310
Falcon Wealth Planning 10100.26%0.42%0.63%Q2 2021Q3 202310
Efficient Advisors, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Capital Investment Advisory Services, LLC 10100.04%0.06%0.10%Q2 2021Q3 202310
Creative Planning 10100.11%0.12%0.14%Q2 2021Q3 202310
Foster Group, Inc. 10103.39%4.67%7.36%Q2 2021Q3 202310
LGL PARTNERS, LLC 10100.34%0.65%1.60%Q2 2021Q3 202310
Mariner, LLC 10100.01%0.10%0.14%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.00%0.01%Q2 2021Q3 202310
Klingman & Associates, LLC 10100.06%0.06%0.07%Q2 2021Q3 202310
Curi Wealth Management, LLC 10100.07%0.14%0.25%Q2 2021Q3 202310
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
COLONY GROUP LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
PEAVINE CAPITAL, LLC 10100.10%0.11%0.14%Q2 2021Q3 202310
MONTAG A & ASSOCIATES INC 10100.12%0.14%0.15%Q2 2021Q3 202310
Private Advisor Group, LLC 630.00%0.08%0.30%Q2 2021Q3 202310
ROWLANDMILLER & PARTNERS.ADV 910.04%0.04%0.04%Q2 2021Q4 202310
HighTower Advisors, LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
WEBSTERROGERS FINANCIAL ADVISORS, LLC 10101.21%1.48%1.82%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.01%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Asset Dedication, LLC 10100.14%0.48%1.86%Q2 2021Q3 202310
CHOREO, LLC 10101.76%2.60%3.21%Q2 2021Q3 202310
Parkside Financial Bank & Trust 10100.26%0.31%0.34%Q2 2021Q3 202310
Winthrop Advisory Group LLC 10100.21%0.25%0.29%Q2 2021Q3 202310
Sharkey, Howes & Javer 10100.05%0.07%0.10%Q2 2021Q3 202310
ASSETMARK, INC 10100.16%0.20%0.23%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.09%0.11%0.12%Q2 2021Q3 202310
PINNACLE FINANCIAL PARTNERS INC 10100.03%0.04%0.05%Q2 2021Q3 202310
Willow Creek Wealth Management Inc. 10101.83%2.38%3.02%Q2 2021Q3 202310
Hardy Reed LLC 10100.50%0.55%0.61%Q2 2021Q3 202310
Sand Hill Global Advisors, LLC 10100.18%0.20%0.22%Q2 2021Q3 202310
PrairieView Partners, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2021Q3 202310
Towercrest Capital Management 10100.09%0.09%0.09%Q2 2021Q3 202310
ETF Portfolio Partners, Inc. 10100.59%0.63%0.69%Q2 2021Q3 202310
Private Portfolio Partners LLC 10100.08%0.09%0.10%Q2 2021Q3 202310
Robertson Stephens Wealth Management, LLC 10100.22%0.27%0.37%Q2 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10103.03%3.34%3.92%Q2 2021Q3 202310
Principal Street Partners, LLC 10100.08%0.15%0.24%Q2 2021Q3 202310
PRIVATE CAPITAL MANAGEMENT LLC 10102.24%3.72%6.30%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.09%0.11%0.13%Q2 2021Q3 202310
FIRST NATIONAL TRUST CO 10100.01%0.02%0.03%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.00%0.00%0.01%Q2 2021Q3 202310
Baird Financial Group, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
MONETA GROUP INVESTMENT ADVISORS LLC 10100.02%0.02%0.04%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Laird Norton Wetherby Wealth Management, LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Rehmann Capital Advisory Group 10100.58%0.68%0.74%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Merriman Wealth Management, LLC 10100.04%0.06%0.07%Q2 2021Q3 202310
Wealthspire Advisors, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
WNY Asset Management, LLC 10100.23%0.33%0.43%Q2 2021Q3 202310
American Investment Services, Inc. 10105.65%6.28%7.09%Q2 2021Q3 202310
Savant Capital, LLC 10100.09%0.21%0.97%Q2 2021Q3 202310
SFMG, LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
Bridgewater Advisors Inc. 10100.49%0.77%1.16%Q2 2021Q3 202310
SMITH CHAS P & ASSOCIATES PA CPAS 10100.07%0.08%0.09%Q2 2021Q3 202310
Ballentine Partners, LLC 10100.06%0.07%0.09%Q2 2021Q3 202310
Prime Capital Investment Advisors, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
JFS WEALTH ADVISORS, LLC 10106.02%6.91%10.69%Q2 2021Q3 202310
DUNCKER STREETT & CO INC 10100.01%0.01%0.01%Q2 2021Q3 202310
Advisory Services Network, LLC 10100.09%0.11%0.13%Q2 2021Q3 202310
Cetera Investment Advisers 10100.16%0.25%0.33%Q2 2021Q3 202310
TRUE Private Wealth Advisors 10100.04%0.04%0.05%Q2 2021Q3 202310
Frank, Rimerman Advisors LLC 10100.08%0.11%0.13%Q2 2021Q3 202310
TFC Financial Management, Inc. 10100.01%0.02%0.02%Q2 2021Q3 202310
HOLLENCREST CAPITAL MANAGEMENT 10100.04%0.04%0.05%Q2 2021Q3 202310
GREAT LAKES ADVISORS, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.06%0.06%0.06%Q2 2021Q3 202310
Tortoise Investment Management, LLC 10100.06%0.21%0.39%Q2 2021Q3 202310
UMB Bank, n.a. 10100.00%0.00%0.01%Q2 2021Q3 202310
GRANDFIELD & DODD, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.10%0.10%0.11%Q2 2021Q3 202310
RAYMOND JAMES TRUST N.A. 10100.01%0.01%0.01%Q2 2021Q3 202310
3D/L Capital Management, LLC 10101.49%1.58%1.81%Q2 2021Q3 202310
BROWN ADVISORY INC 10100.00%0.00%0.01%Q2 2021Q3 202310
CWA Asset Management Group, LLC 10100.19%0.21%0.24%Q2 2021Q3 202310
Versant Capital Management, Inc 10100.08%0.10%0.11%Q3 2021Q4 202310
Annapolis Financial Services, LLC 10100.53%0.56%0.62%Q2 2021Q3 202310
JNBA Financial Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
McLean Asset Management Corp 7311.37%13.86%17.11%Q2 2021Q4 202310
Equitable Holdings, Inc. 10100.16%0.22%0.28%Q2 2021Q3 202310
OneDigital Investment Advisors LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Fund Evaluation Group, LLC 10100.30%0.41%0.50%Q2 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 10103.59%4.54%6.06%Q2 2021Q3 202310
ProVise Management Group, LLC 990.53%0.57%0.67%Q3 2021Q3 20239
Alliance Wealth Management Group 990.15%0.15%0.16%Q2 2021Q2 20239
AdvisorNet Financial, Inc 990.23%0.69%2.56%Q3 2021Q3 20239
TIAA, FSB 990.00%0.00%0.01%Q2 2021Q2 20239
TIEDEMANN ADVISORS, LLC 990.01%0.02%0.02%Q2 2021Q2 20239
Global Retirement Partners, LLC 720.00%0.01%0.01%Q2 2021Q3 20239
LPL Financial LLC 630.04%0.04%0.04%Q2 2021Q3 20239
Eagle Bay Advisors LLC 990.15%0.21%0.30%Q3 2021Q3 20239
Oakworth Capital, Inc. 630.01%0.01%0.01%Q2 2021Q3 20239
Syverson Strege & Co 630.76%1.32%2.20%Q2 2021Q3 20239
Verus Financial Partners, Inc. 630.03%0.03%0.04%Q2 2021Q3 20239
Verdence Capital Advisors LLC 990.15%0.17%0.20%Q3 2021Q3 20239
Dynamic Advisor Solutions LLC 630.33%0.44%0.80%Q2 2021Q3 20239
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.00%Q3 2021Q3 20239
Sigma Planning Corp 990.01%0.01%0.01%Q2 2021Q2 20239
AE Wealth Management LLC 630.01%0.13%0.24%Q2 2021Q3 20239
WELLS FARGO & COMPANY/MN 990.00%0.00%0.00%Q3 2021Q3 20239
Avantax Planning Partners, Inc. 630.02%0.03%0.03%Q2 2021Q3 20239
CVA Family Office, LLC 810.48%0.64%0.90%Q2 2021Q3 20239
Evercore Wealth Management, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Acorn Wealth Advisors, LLC 630.19%0.54%0.93%Q2 2021Q3 20239
Veritable, L.P. 990.01%0.01%0.01%Q2 2021Q2 20239
Truepoint, Inc. 990.04%0.06%0.08%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 630.04%0.06%0.08%Q2 2021Q3 20239
PBMares Wealth Management LLC 633.88%4.32%5.03%Q2 2021Q3 20239
IAG Wealth Partners, LLC 630.03%0.04%0.05%Q2 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.18%0.22%0.28%Q4 2021Q4 20239
Cresset Asset Management, LLC 990.01%0.07%0.15%Q3 2021Q3 20239
Relaxing Retirement Coach 9910.19%17.75%20.65%Q2 2021Q2 20239
LOWE BROCKENBROUGH & CO INC 990.02%0.02%0.02%Q3 2021Q3 20239
HERON FINANCIAL GROUP, LLC 990.22%0.24%0.28%Q2 2021Q2 20239
Safeguard Investment Advisory Group, LLC 630.37%1.30%1.82%Q2 2021Q3 20239
Five Oceans Advisors 990.88%1.17%1.38%Q3 2021Q3 20239
Miracle Mile Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
EXENCIAL WEALTH ADVISORS, LLC 810.07%0.08%0.09%Q2 2021Q3 20239
CERTUITY, LLC 990.05%0.09%0.14%Q3 2021Q3 20239
CRA Financial Services, LLC 630.20%0.23%0.27%Q2 2021Q3 20239
Financial Council Asset Management Inc 991.47%2.62%3.76%Q3 2021Q3 20239
Intelligence Driven Advisers, LLC 630.70%2.14%2.92%Q2 2021Q3 20239
Bard Financial Services, Inc. 990.09%0.09%0.10%Q2 2021Q2 20239
SAX WEALTH ADVISORS, LLC 995.17%5.82%6.57%Q3 2021Q3 20239
SITTNER & NELSON, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Glassman Wealth Services 630.02%0.03%0.05%Q2 2021Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.09%0.17%0.33%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.93%1.09%1.22%Q3 2021Q3 20239
Main Street Financial Solutions, LLC 630.10%0.20%0.27%Q2 2021Q3 20239
IFG Advisory, LLC 630.07%0.19%0.31%Q2 2021Q3 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 990.00%0.00%0.00%Q3 2021Q3 20239
Ironwood Financial, llc 630.13%0.13%0.15%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.05%0.05%0.06%Q3 2021Q3 20239
Advisory Services & Investments, LLC 990.77%1.16%1.43%Q3 2021Q3 20239
FINANCIAL COUNSELORS INC 990.01%0.01%0.01%Q3 2021Q3 20239
Apella Capital, LLC 331.62%2.25%3.39%Q2 2021Q4 20239
WealthOne, LLC 630.92%0.97%1.04%Q2 2021Q3 20239
Sowell Financial Services LLC 540.38%0.55%0.85%Q2 2021Q3 20239
Sandy Spring Bank 630.07%0.08%0.09%Q2 2021Q3 20239
WestHill Financial Advisors, Inc. 990.20%0.21%0.22%Q3 2021Q3 20239
GLENMEDE TRUST CO NA 990.00%0.00%0.00%Q2 2021Q2 20239
IHT Wealth Management, LLC 630.04%0.05%0.07%Q2 2021Q3 20239
Measured Wealth Private Client Group, LLC 630.28%0.33%0.35%Q2 2021Q3 20239
Aprio Wealth Management, LLC 630.39%0.56%0.84%Q2 2021Q3 20239
NTV ASSET MANAGEMENT LLC 540.04%0.04%0.04%Q2 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q2 2021Q3 20239
Brookstone Capital Management 630.01%0.01%0.01%Q2 2021Q3 20239
AWM CAPITAL, LLC 992.02%6.78%15.75%Q3 2021Q3 20239
Summit Asset Management, LLC 990.16%0.18%0.19%Q3 2021Q3 20239
Cross Staff Investments Inc 880.42%0.43%0.44%Q4 2021Q3 20238
Index Fund Advisors, Inc. 8817.56%19.08%22.66%Q4 2021Q3 20238
Kovitz Investment Group Partners, LLC 710.01%0.01%0.01%Q3 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 881.34%1.52%1.62%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 883.43%3.74%4.25%Q4 2021Q3 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 883.23%3.90%5.40%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 8816.15%23.84%31.46%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 8824.64%31.56%40.94%Q4 2021Q3 20238
Treynor Bancshares, Inc. 884.89%5.36%6.04%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.09%0.12%0.17%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 881.34%1.81%2.42%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.96%1.35%2.19%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 8821.85%29.99%34.43%Q4 2021Q3 20238
Security Financial Services, INC. 882.40%2.87%4.05%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.45%0.74%1.19%Q4 2021Q3 20238
RS CRUM INC. 885.12%6.12%7.12%Q4 2021Q3 20238
Ellevest, Inc. 880.01%0.02%0.02%Q3 2021Q2 20238
GPWM LLC 880.07%0.08%0.10%Q4 2021Q3 20238
BAYSHORE ASSET MANAGEMENT, LLC 883.06%3.57%4.47%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 880.05%0.07%0.08%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.85%2.34%4.05%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 880.41%0.45%0.49%Q4 2021Q3 20238
KRAFT ASSET MANAGEMENT, LLC 883.97%4.51%5.69%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.02%0.02%0.02%Q4 2021Q3 20238
Intelligent Financial Strategies 880.44%0.53%0.65%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.89%1.06%1.37%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.44%2.55%3.48%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 881.41%1.82%1.98%Q4 2021Q3 20238
Investmark Advisory Group LLC 885.88%6.71%7.50%Q4 2021Q3 20238
Forum Financial Management, LP 881.46%2.37%3.66%Q4 2021Q3 20238
Westwood Wealth Management 880.14%0.26%0.37%Q4 2021Q3 20238
Ascent Group, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.06%0.10%Q4 2021Q3 20238
DIXON FNANCIAL SERVICES, INC. 8814.60%15.97%18.96%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 886.72%9.21%11.87%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.21%0.36%0.94%Q4 2021Q3 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 880.00%0.04%0.22%Q4 2021Q3 20238
Retirement Planning Group, LLC 880.20%0.22%0.25%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.81%0.87%1.00%Q4 2021Q3 20238
Heritage Investment Group, Inc. 886.55%11.55%21.53%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 881.74%1.91%2.25%Q4 2021Q3 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 881.97%2.66%3.41%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.06%0.20%0.39%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.10%0.23%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 883.29%4.02%4.76%Q4 2021Q3 20238
Hemington Wealth Management 712.60%3.34%3.91%Q3 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 884.91%6.39%8.71%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 8816.02%17.81%20.26%Q4 2021Q3 20238
Red Tortoise LLC 440.70%0.81%0.96%Q3 2021Q3 20238
RESOURCE CONSULTING GROUP INC 880.26%0.38%0.54%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.83%0.90%0.98%Q4 2021Q3 20238
Austin Asset Management Co Inc 8810.33%11.87%14.44%Q4 2021Q3 20238
WorthPointe, LLC 880.34%0.47%0.58%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 886.63%7.73%9.31%Q4 2021Q3 20238
Nicholas Hoffman & Company, LLC. 880.04%0.07%0.12%Q4 2021Q3 20238
Shearwater Capital LLC 881.19%1.24%1.30%Q4 2021Q3 20238
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 440.05%0.06%0.08%Q2 2021Q3 20238
Western Wealth Management, LLC 610.06%0.07%0.08%Q2 2021Q3 20238
Helen Stephens Group, LLC 880.43%0.98%1.46%Q4 2021Q3 20238
WEATHERLY ASSET MANAGEMENT L. P. 430.03%0.03%0.03%Q2 2021Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
Cadence Bank 520.03%0.05%0.06%Q4 2021Q3 20237
Applied Capital LLC 770.73%1.13%1.88%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 770.54%0.60%0.68%Q1 2022Q3 20237
Mason & Associates Inc 430.06%0.90%5.84%Q4 2021Q3 20237
RFG Advisory, LLC 770.05%0.24%0.57%Q1 2022Q3 20237
Madrona Financial Services, LLC 610.23%0.38%0.41%Q4 2021Q3 20237
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.06%0.07%0.07%Q1 2022Q3 20237
Personal Capital Advisors Corp 770.01%0.01%0.01%Q2 2021Q4 20227
One Capital Management, LLC 430.01%0.02%0.03%Q2 2021Q3 20237
Financial Engines Advisors L.L.C. 610.00%0.01%0.01%Q3 2021Q3 20237
SNS Financial Group, LLC 770.09%0.61%0.81%Q1 2022Q3 20237
Geneos Wealth Management Inc. 770.03%0.04%0.04%Q1 2022Q3 20237
Zhang Financial LLC 520.05%2.30%5.40%Q2 2021Q3 20237
OLIO Financial Planning 770.98%2.43%3.69%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.08%0.08%0.09%Q1 2022Q3 20237
Cerity Partners LLC 770.01%0.62%4.16%Q1 2022Q3 20237
First Western Trust Bank 770.02%0.02%0.02%Q1 2022Q3 20237
Warwick Investment Management, Inc. 615.42%7.03%9.16%Q4 2021Q3 20237
FRG Family Wealth Advisors LLC 430.05%0.05%0.05%Q4 2021Q3 20237
Hurlow Wealth Management Group, Inc. 618.22%8.94%9.68%Q3 2021Q3 20237
M Holdings Securities, Inc. 610.14%0.20%0.40%Q2 2021Q2 20237
Private Advisory Group LLC 430.04%0.05%0.05%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.23%0.29%0.41%Q4 2021Q3 20237
PCG Wealth Advisors, LLC 610.23%0.30%0.45%Q4 2021Q3 20237
EP Wealth Advisors, LLC 770.01%0.13%0.78%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Geometric Wealth Advisors 610.14%0.18%0.24%Q4 2021Q3 20237
Laurel Wealth Advisors, Inc. 770.03%0.04%0.04%Q2 2021Q4 20227
Forum Private Client Group LLC 660.38%0.50%0.56%Q1 2022Q2 20236
LEO BROKERAGE, LLC 220.08%0.12%0.16%Q2 2021Q2 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
CPWM, LLC 660.65%1.30%1.63%Q2 2021Q3 20226
Portfolio Solutions, LLC 660.03%0.04%0.04%Q2 2021Q3 20226
Allworth Financial LP 660.01%0.02%0.02%Q2 2022Q3 20236
DOWLING & YAHNKE LLC 662.25%2.62%3.10%Q2 2021Q3 20226
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
Kohmann Bosshard Financial Services, LLC 660.07%0.07%0.08%Q2 2022Q3 20236
EVERGREEN CAPITAL MANAGEMENT LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Meridian Wealth Partners, LLC 420.04%0.05%0.05%Q2 2021Q3 20236
Waypoint Capital Advisors, LLC 660.52%0.65%0.78%Q2 2022Q3 20236
MUFG Americas Holdings Corp 660.02%0.02%0.03%Q2 2021Q3 20226
Beacon Financial Advisory LLC 660.20%0.55%0.76%Q2 2022Q3 20236
CGN Advisors LLC 660.07%0.22%0.31%Q2 2021Q3 20226
ADVISORS MANAGEMENT GROUP INC /ADV 420.06%0.07%0.07%Q2 2021Q3 20236
Spire Wealth Management 660.42%0.45%0.48%Q2 2022Q3 20236
AMARILLO NATIONAL BANK 660.30%0.32%0.33%Q2 2022Q3 20236
KING LUTHER CAPITAL MANAGEMENT CORP 660.00%0.00%0.00%Q2 2021Q3 20226
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 660.50%0.56%0.71%Q2 2022Q3 20236
JT Stratford LLC 660.12%0.14%0.16%Q2 2022Q3 20236
AlphaCore Capital LLC 660.01%0.03%0.06%Q2 2022Q3 20236
Manchester Capital Management LLC 660.02%0.11%0.15%Q2 2021Q3 20226
DRIVE WEALTH MANAGEMENT, LLC 660.78%1.29%1.80%Q2 2022Q3 20236
55I, LLC 660.12%0.16%0.18%Q2 2021Q3 20226
Schubert & Co 660.02%0.02%0.02%Q4 2021Q1 20236
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q4 2021Q3 20236
MATHER GROUP, LLC. 660.01%0.01%0.01%Q2 2022Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q3 2021Q4 20226
Quantitative Advantage, LLC 660.13%0.16%0.18%Q4 2021Q1 20236
Global Trust Asset Management, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
NorthCrest Asset Manangement, LLC 310.06%0.07%0.10%Q4 2021Q3 20236
DBK Financial Counsel, LLC 660.52%1.42%2.06%Q2 2022Q3 20236
Quantum Financial Advisors, LLC 661.50%1.73%2.05%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q1 2022Q2 20236
LVZ, Inc. 660.29%0.41%0.53%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.27%0.32%0.39%Q2 2022Q3 20236
Marcum Wealth, LLC 660.14%0.14%0.15%Q2 2022Q3 20236
Moisand Fitzgerald Tamayo, LLC 660.30%0.49%0.59%Q2 2022Q3 20236
Brightworth 550.07%0.07%0.08%Q3 2021Q3 20225
Hemenway Trust Co LLC 550.02%0.05%0.09%Q2 2021Q2 20225
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CFS Investment Advisory Services, LLC 550.00%0.41%0.80%Q3 2022Q3 20235
Rain Capital Management, LLC 551.96%2.26%2.93%Q3 2022Q3 20235
IFP Advisors, Inc 550.00%0.00%0.00%Q1 2022Q1 20235
Caerus Investment Advisors, LLC 412.35%2.50%2.81%Q4 2021Q1 20235
SBK Financial, Inc. 550.46%0.60%0.73%Q4 2021Q4 20225
COMMERCE BANK 550.00%0.01%0.01%Q3 2022Q3 20235
Sloy Dahl & Holst, LLC 550.17%0.20%0.22%Q3 2021Q3 20225
Waverly Advisors, LLC 550.02%0.06%0.12%Q3 2022Q3 20235
Brooklyn FI, LLC 550.17%0.23%0.30%Q1 2022Q1 20235
Concord Wealth Partners 410.01%0.03%0.07%Q2 2022Q3 20235
Occidental Asset Management, LLC 550.06%0.07%0.07%Q2 2022Q2 20235
Equius Partners, Inc. 5513.82%18.09%23.82%Q4 2021Q4 20225
Silicon Hills Wealth Management, LLC 551.23%1.64%3.05%Q2 2022Q2 20235
Gradient Capital Advisors, LLC 550.15%0.19%0.22%Q3 2022Q3 20235
SP Asset Management 550.07%0.08%0.08%Q3 2021Q3 20225
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
Herold Advisors, Inc. 410.09%0.11%0.13%Q4 2021Q3 20235
Arete Wealth Advisors, LLC 550.08%0.10%0.15%Q2 2021Q2 20225
Brinker Capital Investments, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
PARK AVENUE SECURITIES LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Apollon Wealth Management, LLC 440.08%0.12%0.20%Q4 2022Q3 20234
Summit Wealth Group, LLC 310.07%0.25%0.34%Q2 2021Q1 20234
Focused Wealth Management, Inc 440.04%0.05%0.05%Q4 2022Q3 20234
BT Wealth Management LLC 310.12%0.14%0.15%Q2 2021Q2 20224
SP Asset Management LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Corient Private Wealth LLC 440.18%0.21%0.26%Q4 2022Q3 20234
City State Bank 440.06%0.06%0.06%Q4 2022Q3 20234
Visionary Wealth Advisors 440.04%0.04%0.04%Q4 2022Q3 20234
Tillman Hartley LLC 443.20%3.36%3.47%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2021Q2 20224
RESOLUTE FINANCIAL, LLC 310.20%0.21%0.22%Q4 2021Q4 20224
Consolidated Planning Corp 441.62%1.75%1.92%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.70%0.85%1.06%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.30%1.65%3.50%Q4 2022Q3 20234
ASSET MANAGEMENT CORP /IL/ /ADV 440.21%0.27%0.31%Q2 2022Q1 20234
BESSEMER GROUP INC 440.00%0.00%0.00%Q1 2022Q4 20224
BROGAN FINANCIAL, INC. 440.35%0.37%0.38%Q4 2022Q3 20234
Avestar Capital, LLC 440.13%1.24%2.78%Q4 2022Q3 20234
Great Waters Wealth Management 449.24%11.46%13.61%Q4 2022Q3 20234
MOTCO 440.01%0.01%0.01%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 442.52%2.57%2.62%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
Altiora Financial Group, LLC 440.24%0.24%0.25%Q4 2022Q3 20234
CADENCE BANK NA 310.15%0.16%0.16%Q2 2021Q2 20224
Werba Rubin Papier Wealth Management 440.20%0.45%0.66%Q4 2022Q3 20234
Cetera Advisors LLC 310.00%0.01%0.02%Q2 2021Q3 20234
Arista Wealth Management, LLC 440.45%0.53%0.63%Q4 2022Q3 20234
VISTA CAPITAL PARTNERS, INC. 440.03%0.03%0.03%Q2 2021Q1 20224
Physician Wealth Advisors, Inc. 440.09%0.10%0.11%Q4 2022Q3 20234
Surevest, LLC 220.09%0.10%0.11%Q3 2021Q3 20224
Independent Advisor Alliance 440.03%0.11%0.17%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.03%0.03%0.03%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 446.54%6.55%6.58%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Parcion Private Wealth LLC 440.08%0.08%0.08%Q3 2021Q2 20224
BRIGHTON JONES LLC 440.02%0.03%0.05%Q3 2022Q2 20234
Shira Ridge Wealth Management 440.40%0.43%0.51%Q4 2022Q3 20234
REBALANCE, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Family Investment Center, Inc. 440.52%0.54%0.57%Q4 2022Q3 20234
KM Capital Management Ltd. 4415.36%16.18%17.09%Q4 2022Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.24%0.25%0.27%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.06%0.07%0.08%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q2 2021Q1 20224
LAM GROUP, INC. 441.80%1.88%1.96%Q4 2022Q3 20234
Meritas Wealth Management, LLC 447.44%7.88%8.10%Q4 2022Q3 20234
Flagstone Financial Management 4422.32%24.61%26.01%Q4 2022Q3 20234
Life Planning Partners, Inc 440.83%0.90%0.97%Q4 2021Q3 20224
Main Street Research LLC 440.04%0.04%0.05%Q2 2021Q1 20224
TFB Advisors LLC 440.28%0.52%0.79%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.09%0.09%0.09%Q1 2010Q3 20234
GEM Asset Management, LLC 445.98%6.43%7.10%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.40%0.53%0.66%Q4 2022Q3 20234
Financial Insights, Inc. 210.07%0.14%0.20%Q4 2021Q3 20234
Ruedi Wealth Management, Inc. 446.99%7.51%7.86%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.04%0.06%0.07%Q4 2022Q3 20234
WEALTHSPAN PARTNERS, LLC 440.44%0.45%0.46%Q4 2022Q3 20234
Apriem Advisors 440.04%0.04%0.04%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2022Q3 20234
Alpha Financial Advisors, LLC 445.56%6.02%6.92%Q4 2022Q3 20234
COLUMBIA ADVISORY PARTNERS LLC 440.46%0.53%0.62%Q4 2022Q3 20234
SYM FINANCIAL Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Onyx Financial Advisors, LLC 441.01%1.07%1.10%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 442.25%2.42%2.58%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 444.08%4.46%4.79%Q4 2022Q3 20234
Heritage Wealth Management, Inc./Texas 4433.64%34.53%35.32%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.04%0.04%0.05%Q4 2022Q3 20234
HWG Holdings LP 330.08%0.09%0.10%Q2 2023Q4 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.48%0.49%0.50%Q1 2023Q3 20233
Strategic Wealth Partners, Ltd. 330.04%0.05%0.05%Q3 2022Q1 20233
Icon Wealth Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Team Hewins, LLC 330.29%0.30%0.30%Q4 2022Q2 20233
BECKER CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
ASPIRIANT, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
Lodestone Wealth Management LLC 210.19%0.47%0.99%Q4 2022Q3 20233
InterOcean Capital Group, LLC 330.07%0.07%0.08%Q2 2022Q4 20223
Strategic Financial Concepts, LLC 330.52%0.57%0.60%Q1 2023Q3 20233
First Command Bank 330.01%0.02%0.02%Q2 2021Q4 20213
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
Yoder Wealth Management, Inc. 331.31%1.54%1.78%Q1 2023Q3 20233
True Wealth Design, LLC 330.90%1.09%1.22%Q1 2023Q3 20233
DFPG INVESTMENTS, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Financial Advocates Investment Management 210.01%0.02%0.02%Q2 2021Q2 20223
Bull Oak Capital, LLC 330.19%0.21%0.26%Q1 2023Q3 20233
Delap Wealth Advisory, LLC 330.21%0.21%0.22%Q1 2023Q3 20233
Plante Moran Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.04%0.04%0.05%Q1 2022Q3 20223
Cape Investment Advisory, Inc. 330.11%0.12%0.14%Q1 2023Q3 20233
25 LLC 330.43%0.44%0.46%Q1 2023Q3 20233
Sound View Wealth Advisors Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Beta Wealth Group, Inc. 330.15%0.16%0.16%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
BARNES PETTEY FINANCIAL ADVISORS, LLC 210.18%0.23%0.26%Q4 2021Q2 20233
Clark Capital Management Group, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Front Street Capital Management, Inc. 210.04%0.04%0.04%Q4 2021Q3 20233
TCP Asset Management, LLC 336.12%6.28%6.50%Q1 2023Q3 20233
CONDOR CAPITAL MANAGEMENT 330.06%0.06%0.06%Q1 2023Q3 20233
Simplicity Solutions, LLC 210.02%0.03%0.04%Q2 2021Q1 20233
First Command Financial Services, Inc. 330.01%0.01%0.02%Q2 2021Q4 20213
PFG Advisors 330.30%0.39%0.48%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 330.66%0.67%0.68%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.32%0.33%0.35%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.54%0.58%0.61%Q4 2022Q3 20233
Compton Wealth Advisory Group, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Pacifica Partners Inc. 330.03%0.04%0.04%Q4 2021Q2 20223
MASSMUTUAL TRUST CO FSB/ADV 330.00%0.00%0.01%Q2 2021Q4 20213
Root Financial Partners, LLC 3313.54%15.03%16.29%Q1 2023Q3 20233
Caprock Group, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
WASHINGTON TRUST Co 220.01%0.01%0.01%Q2 2021Q3 20212
Cherry Tree Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
PDS Planning, Inc 110.03%0.03%0.04%Q4 2021Q2 20232
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
FORVIS Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Simplicity Wealth,LLC 110.14%0.16%0.19%Q4 2022Q3 20232
Well Done, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
Jacobi Capital Management LLC 220.02%0.08%0.14%Q2 2021Q3 20212
Financial Gravity Asset Management, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
BUILDER INVESTMENT GROUP INC /ADV 220.08%0.08%0.08%Q2 2023Q3 20232
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
BlackDiamond Wealth Management, LLC 110.18%0.20%0.23%Q4 2022Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.06%0.06%0.07%Q4 2021Q1 20222
Level Financial Advisors 220.05%0.05%0.05%Q2 2023Q3 20232
McGlone Suttner Wealth Management, Inc. 220.05%0.05%0.05%Q1 2023Q2 20232
Accel Wealth Management 220.11%0.12%0.12%Q2 2023Q3 20232
Crown Wealth Group, LLC 228.44%8.79%9.13%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2022Q3 20232
Allied Investment Advisors, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Brainard Capital Management LLC 222.19%2.20%2.21%Q4 2022Q1 20232
Frontier Asset Management, LLC 220.08%0.12%0.15%Q4 2021Q1 20222
Disciplined Investments, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
MANAGED ACCOUNT SERVICES INC 221.69%1.76%1.84%Q2 2021Q3 20212
McIlrath & Eck, LLC 220.03%0.08%0.14%Q2 2023Q3 20232
Red Door Wealth Management, LLC 220.51%0.53%0.55%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
LYNCH & ASSOCIATES/IN 220.06%0.07%0.07%Q3 2023Q4 20232
Capital Square, LLC 220.17%0.19%0.21%Q2 2021Q3 20212
Shilanski & Associates, Inc. 112.93%2.93%2.93%Q3 2022Q3 20221
Arkadios Wealth Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Quent Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CASTLE WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
tru Independence LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Landsberg, Bennett, & Dubbaneh LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Safeguard Financial, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Krilogy Financial LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Total Clarity Wealth Management, Inc. 110.08%0.08%0.08%Q2 2022Q2 20221
Ameritas Investment Company, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
R. W. Roge & Company, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
OAKWOOD CAPITAL MANAGEMENT LLC/CA 111.43%1.43%1.43%Q2 2021Q2 20211
INTREPID CAPITAL MANAGEMENT INC 110.28%0.28%0.28%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
DE BURLO GROUP INC 110.01%0.01%0.01%Q3 2022Q3 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SUTTON PLACE INVESTORS LLC 116.25%6.25%6.25%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
BRIGGS ADVISORY GROUP, INC. 110.56%0.56%0.56%Q3 2023Q3 20231
NWAM LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Berman Capital Advisors, LLC 110.78%0.78%0.78%Q3 2021Q3 20211
Moss Adams Wealth Advisors LLC 110.03%0.03%0.03%Q1 2023Q1 20231
MAI Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q3 2023Q3 20231
Kathleen S. Wright Associates Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
MJP ASSOCIATES INC /ADV 110.06%0.06%0.06%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
Harfst & Associates, Inc. 110.23%0.23%0.23%Q2 2021Q2 20211
Lido Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Members Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
EdgeRock Capital LLC 110.05%0.05%0.05%Q3 2022Q3 20221
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.91%0.91%0.91%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.51%0.51%0.51%Q4 2023Q4 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Envision Financial Planning, LLC 117.97%7.97%7.97%Q3 2023Q3 20231
BEL AIR INVESTMENT ADVISORS LLC 110.08%0.08%0.08%Q2 2021Q2 20211
USCA RIA LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Align Wealth Management, LLC 112.39%2.39%2.39%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
MACRO Consulting Group 110.85%0.85%0.85%Q2 2021Q2 20211
Baystate Wealth Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Planning Center, Inc. 110.16%0.16%0.16%Q4 2021Q4 20211
Advisors Capital Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
KPP Advisory Services LLC 111.94%1.94%1.94%Q3 2023Q3 20231
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
CX Institutional 110.02%0.02%0.02%Q3 2022Q3 20221
Truvestments Capital LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BlackRock Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Lakeshore Financial Planning, Inc. 110.37%0.37%0.37%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.10%0.10%0.10%Q2 2021Q2 20211
Essex Financial Services, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
External links

This page lists all the filers that currently own DIMENSIONAL ETF TRUST or have owned DIMENSIONAL ETF TRUST in the past.