DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1010.00%0.01%0.03%Q1 2019Q3 202317
Symmetry Partners, LLC 11110.14%0.15%0.17%Q2 2021Q4 202311
Pure Financial Advisors, LLC 11110.59%1.13%2.11%Q2 2021Q4 202311
CGN Advisors LLC 11110.09%1.27%2.00%Q2 2021Q4 202311
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Rehmann Capital Advisory Group 10100.05%0.08%0.11%Q2 2021Q3 202310
Bridgeworth, LLC 10100.04%0.08%0.12%Q2 2021Q3 202310
Equitable Holdings, Inc. 10100.02%0.02%0.03%Q2 2021Q3 202310
Acropolis Investment Management, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
SVB WEALTH LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Bridgewater Advisors Inc. 10100.23%0.67%1.24%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
ASPIRIANT, LLC 10100.27%0.34%0.40%Q2 2021Q3 202310
SMITH CHAS P & ASSOCIATES PA CPAS 10100.04%0.05%0.07%Q2 2021Q3 202310
Center for Financial Planning, Inc. 10100.02%0.02%0.02%Q2 2021Q3 202310
Institute for Wealth Management, LLC. 10100.11%0.12%0.13%Q2 2021Q3 202310
JFS WEALTH ADVISORS, LLC 10100.11%0.16%0.28%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.04%0.06%0.14%Q2 2021Q3 202310
Carlson Capital Management 10100.73%1.67%4.10%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Plancorp, LLC 10104.23%5.27%7.28%Q2 2021Q3 202310
CENTRAL TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Gleason Group, Inc. 10100.01%0.01%0.01%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.24%0.32%0.46%Q2 2021Q3 202310
MONTAG A & ASSOCIATES INC 10100.06%0.09%0.10%Q2 2021Q3 202310
JOHNSON INVESTMENT COUNSEL INC 10100.01%0.01%0.02%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.01%0.01%0.02%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
BRIGHTON JONES LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Tortoise Investment Management, LLC 10100.04%0.10%0.14%Q2 2021Q3 202310
MBM Wealth Consultants, LLC 10100.14%0.16%0.18%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.00%0.01%0.06%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 101012.81%14.13%16.25%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.02%0.02%0.04%Q2 2021Q3 202310
TFO Wealth Partners, LLC 10100.00%1.39%1.59%Q2 2021Q3 202310
Chicago Partners Investment Group LLC 10100.58%0.81%1.08%Q2 2021Q3 202310
UBS Group AG 10100.00%0.00%0.01%Q2 2021Q3 202310
Abacus Wealth Partners, LLC 10100.22%0.52%0.98%Q2 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 10103.75%5.83%8.87%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.00%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.01%0.02%0.02%Q2 2021Q3 202310
Efficient Advisors, LLC 10100.02%0.10%0.30%Q2 2021Q3 202310
Prospera Financial Services Inc 10100.03%0.04%0.04%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.01%0.02%0.03%Q2 2021Q3 202310
Modera Wealth Management, LLC 10100.37%1.03%1.49%Q2 2021Q3 202310
Wescott Financial Advisory Group, LLC 10100.14%0.44%0.88%Q2 2021Q3 202310
Asset Dedication, LLC 10100.08%0.10%0.14%Q2 2021Q3 202310
Creative Planning 10100.60%0.66%0.72%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.08%0.16%0.21%Q2 2021Q3 202310
Stordahl Capital Management, Inc. 10101.67%7.03%10.06%Q2 2021Q3 202310
Joel Isaacson & Co., LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Bartlett & Co. LLC 820.00%0.00%0.00%Q2 2021Q4 202310
Diversified Portfolios, Inc. 10100.06%0.09%0.15%Q2 2021Q3 202310
McLean Asset Management Corp 735.95%7.02%9.23%Q2 2021Q4 202310
SIGNATUREFD, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Adero Partners, LLC 10103.07%3.69%5.50%Q2 2021Q3 202310
Foster Group, Inc. 10101.70%2.52%4.24%Q2 2021Q3 202310
Bordeaux Wealth Advisors LLC 10102.42%3.62%5.16%Q2 2021Q3 202310
Essex Financial Services, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
Cordant, Inc. 10100.12%0.44%1.07%Q2 2021Q3 202310
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.62%0.74%0.93%Q2 2021Q3 202310
Willow Creek Wealth Management Inc. 10100.29%0.38%0.53%Q2 2021Q3 202310
SAGE RHINO CAPITAL LLC 10100.09%0.10%0.11%Q2 2021Q3 202310
ATLAS CAPITAL ADVISORS LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Schoolcraft Capital LLC 10100.34%0.44%0.57%Q2 2021Q3 202310
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.10%0.11%0.12%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
PrairieView Partners, LLC 10100.07%0.08%0.09%Q2 2021Q3 202310
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2021Q3 202310
Allworth Financial LP 10100.05%0.08%0.12%Q2 2021Q3 202310
Moors & Cabot, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
USAdvisors Wealth Management, LLC 10100.34%0.38%0.49%Q2 2021Q3 202310
American Investment Services, Inc. 10101.72%1.82%1.94%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.05%0.06%0.06%Q2 2021Q3 202310
Baird Financial Group, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.02%0.06%Q2 2021Q3 202310
WEBSTERROGERS FINANCIAL ADVISORS, LLC 10100.28%0.43%0.64%Q2 2021Q3 202310
HighTower Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.02%0.02%0.03%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.01%Q2 2021Q3 202310
ASSET PLANNING CORPORATION 10100.20%0.23%0.29%Q2 2021Q3 202310
Parkside Financial Bank & Trust 10100.10%0.13%0.16%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Cypress Wealth Services, LLC 10100.57%0.65%0.72%Q2 2021Q3 202310
QUADRANT CAPITAL GROUP LLC 10100.00%0.00%0.02%Q2 2021Q3 202310
Merriman Wealth Management, LLC 10100.03%0.11%0.44%Q2 2021Q3 202310
Integrated Advisors Network LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
TFC Financial Management, Inc. 10100.02%0.02%0.03%Q2 2021Q3 202310
MISSION WEALTH MANAGEMENT, LP 10100.08%0.32%0.47%Q2 2021Q3 202310
Gemmer Asset Management LLC 10100.15%0.58%1.10%Q2 2021Q3 202310
Savant Capital, LLC 10100.52%0.96%1.49%Q2 2021Q3 202310
Private Ocean, LLC 10100.23%0.32%0.54%Q2 2021Q3 202310
SOUNDMARK WEALTH MANAGEMENT, LLC 10101.89%2.23%2.58%Q2 2021Q3 202310
BOK Financial Private Wealth, Inc. 10100.02%0.03%0.06%Q2 2021Q3 202310
Lutz Financial Services LLC 10101.28%1.48%1.76%Q2 2021Q3 202310
MERIDIAN INVESTMENT COUNSEL INC. 10100.17%0.18%0.18%Q2 2021Q3 202310
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10100.07%0.07%0.08%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.03%0.06%Q2 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.07%0.17%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
PEAVINE CAPITAL, LLC 10100.14%0.15%0.18%Q2 2021Q3 202310
3D/L Capital Management, LLC 10100.74%0.78%0.88%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10100.81%2.22%5.45%Q2 2021Q3 202310
Cetera Investment Advisers 10100.04%0.05%0.07%Q2 2021Q3 202310
WHITTIER TRUST CO 10100.02%0.09%0.10%Q2 2021Q3 202310
Evanson Asset Management, LLC 10103.67%4.03%4.40%Q2 2021Q3 202310
Frank, Rimerman Advisors LLC 10100.06%0.08%0.10%Q2 2021Q3 202310
Bryn Mawr Capital Management, LLC 10100.02%0.07%0.11%Q2 2021Q3 202310
CHOREO, LLC 10100.90%1.40%1.82%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.04%0.05%0.07%Q2 2021Q3 202310
IFP Advisors, Inc 10100.00%0.00%0.01%Q2 2021Q3 202310
Colorado Capital Management, Inc. 10103.87%4.16%4.46%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 10101.98%2.64%3.52%Q2 2021Q3 202310
Robertson Stephens Wealth Management, LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
Wade Financial Advisory, Inc 10100.96%1.13%1.29%Q2 2021Q3 202310
Larson Financial Group LLC 10100.94%1.10%1.23%Q2 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10100.72%0.87%0.97%Q2 2021Q3 202310
CWA Asset Management Group, LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
Newton One Investments LLC 10100.07%0.08%0.11%Q2 2021Q3 202310
Betterment LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Clearstead Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
JNBA Financial Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
Annapolis Financial Services, LLC 10100.22%0.94%2.05%Q2 2021Q3 202310
Sawyer & Company, Inc 10100.11%0.23%0.27%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.00%0.00%0.01%Q2 2021Q3 202310
Laird Norton Wetherby Wealth Management, LLC 10100.03%0.04%0.07%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 630.01%0.01%0.01%Q2 2021Q3 20239
Oakworth Capital, Inc. 630.01%0.02%0.02%Q2 2021Q3 20239
WealthOne, LLC 630.17%0.18%0.20%Q2 2021Q3 20239
Orion Portfolio Solutions, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
Ironwood Financial, llc 630.77%0.91%1.03%Q2 2021Q3 20239
MORGAN STANLEY 990.00%0.00%0.00%Q3 2021Q3 20239
CRA Financial Services, LLC 630.11%0.13%0.16%Q2 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.30%0.44%0.73%Q4 2021Q4 20239
Financial Advocates Investment Management 630.09%0.37%0.57%Q2 2021Q3 20239
WEALTHCARE CAPITAL MANAGEMENT LLC 630.04%0.04%0.05%Q2 2021Q3 20239
RKL Wealth Management LLC 990.03%0.03%0.03%Q3 2021Q3 20239
COMERICA SECURITIES,INC. 990.49%0.55%0.63%Q3 2021Q3 20239
Verus Financial Partners, Inc. 630.09%0.11%0.13%Q2 2021Q3 20239
Safeguard Investment Advisory Group, LLC 630.27%0.58%0.83%Q2 2021Q3 20239
M Financial Asset Management, Inc. 9911.82%14.58%18.32%Q2 2021Q2 20239
SITTNER & NELSON, LLC 990.02%0.03%0.03%Q3 2021Q3 20239
LPL Financial LLC 630.01%0.01%0.02%Q2 2021Q3 20239
IHT Wealth Management, LLC 630.02%0.04%0.09%Q2 2021Q3 20239
Janney Montgomery Scott LLC 630.00%0.00%0.00%Q2 2021Q3 20239
CITIZENS FINANCIAL GROUP INC/RI 990.02%0.02%0.02%Q3 2021Q3 20239
HM PAYSON & CO 990.00%0.00%0.01%Q3 2021Q3 20239
Apella Capital, LLC 330.18%0.36%0.63%Q2 2021Q4 20239
Relaxing Retirement Coach 997.08%8.76%9.57%Q2 2021Q2 20239
Syverson Strege & Co 631.16%2.09%2.98%Q2 2021Q3 20239
Stratos Wealth Partners, LTD. 540.01%0.02%0.03%Q2 2021Q3 20239
Cresset Asset Management, LLC 990.00%0.02%0.05%Q3 2021Q3 20239
Private Advisor Group, LLC 630.01%0.02%0.04%Q2 2021Q3 20239
Integrated Wealth Concepts LLC 630.02%0.02%0.03%Q2 2021Q3 20239
PBMares Wealth Management LLC 631.99%2.40%3.23%Q2 2021Q3 20239
Jentner Corp 630.48%0.59%0.73%Q2 2021Q3 20239
SAX WEALTH ADVISORS, LLC 992.87%3.25%3.65%Q3 2021Q3 20239
Advisory Services & Investments, LLC 990.54%5.25%8.49%Q3 2021Q3 20239
American Financial Advisors, LLC 540.04%0.05%0.05%Q2 2021Q3 20239
Ellenbecker Investment Group 990.10%0.12%0.13%Q3 2021Q3 20239
TIAA, FSB 990.01%0.01%0.01%Q2 2021Q2 20239
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.02%Q3 2021Q3 20239
Pacific Center for Financial Services 630.01%0.02%0.02%Q2 2021Q3 20239
KEYBANK NATIONAL ASSOCIATION/OH 990.00%0.00%0.00%Q3 2021Q3 20239
Five Oceans Advisors 991.29%1.82%2.40%Q3 2021Q3 20239
Sandy Spring Bank 630.05%0.06%0.06%Q2 2021Q3 20239
BAKER BOYER NATIONAL BANK 811.02%1.41%2.08%Q2 2021Q3 20239
Global Retirement Partners, LLC 720.00%0.00%0.00%Q2 2021Q3 20239
AWM CAPITAL, LLC 990.19%0.31%0.43%Q3 2021Q3 20239
Summit Asset Management, LLC 990.07%0.08%0.09%Q3 2021Q3 20239
Veritable, L.P. 990.06%0.09%0.15%Q2 2021Q2 20239
Dynamic Advisor Solutions LLC 630.18%0.24%0.36%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
FINANCIAL COUNSELORS INC 990.09%0.09%0.10%Q3 2021Q3 20239
MATHER GROUP, LLC. 540.01%0.02%0.02%Q2 2021Q3 20239
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 632.29%3.34%4.09%Q2 2021Q3 20239
Measured Wealth Private Client Group, LLC 630.26%0.27%0.30%Q2 2021Q3 20239
BCM ADVISORS, LLC 990.10%0.19%0.23%Q3 2021Q3 20239
RESOURCE CONSULTING GROUP INC 8811.56%21.17%29.46%Q4 2021Q3 20238
Versant Capital Management, Inc 880.10%0.11%0.11%Q1 2022Q4 20238
Cetera Advisors LLC 530.00%0.01%0.01%Q2 2021Q3 20238
TAGStone Capital, Inc. 881.02%1.15%1.32%Q4 2021Q3 20238
Capital Investment Advisors, LLC 880.01%0.01%0.02%Q1 2022Q4 20238
Investment Advisory Group, LLC 880.96%1.05%1.15%Q4 2021Q3 20238
Forum Financial Management, LP 880.16%0.25%0.35%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.15%0.23%0.34%Q4 2021Q3 20238
EP Wealth Advisors, LLC 710.01%0.21%0.34%Q2 2021Q3 20238
SUTTON PLACE INVESTORS LLC 880.78%1.26%1.97%Q4 2021Q3 20238
Austin Asset Management Co Inc 885.84%6.45%7.39%Q4 2021Q3 20238
KRAFT ASSET MANAGEMENT, LLC 883.25%3.55%4.46%Q4 2021Q3 20238
Systelligence, LLC 880.45%1.61%3.71%Q1 2022Q4 20238
G2 CAPITAL MANAGEMENT, LLC / OH 883.22%3.74%4.08%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 881.27%1.47%1.74%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.65%0.98%1.43%Q4 2021Q3 20238
WorthPointe, LLC 884.83%5.51%6.74%Q4 2021Q3 20238
Cornerstone Advisory, LLC 440.04%0.05%0.08%Q2 2021Q3 20238
Sequoia Financial Advisors, LLC 880.40%0.47%0.54%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.13%0.16%0.21%Q2 2021Q1 20238
Pinnacle Bancorp, Inc. 530.33%0.36%0.40%Q3 2021Q3 20238
Beaird Harris Wealth Management, LLC 886.02%9.31%12.41%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.02%3.97%9.71%Q4 2021Q3 20238
Shearwater Capital LLC 881.19%1.54%1.84%Q4 2021Q3 20238
Stegent Equity Advisors, Inc. 880.51%0.90%1.97%Q4 2021Q3 20238
Heritage Investment Group, Inc. 887.17%13.73%26.05%Q4 2021Q3 20238
WestHill Financial Advisors, Inc. 880.02%0.02%0.02%Q4 2021Q3 20238
Stone Point Wealth LLC 880.15%0.19%0.33%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.20%0.21%0.22%Q4 2021Q3 20238
NORTHWEST INVESTMENT COUNSELORS, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Running Point Capital Advisors, LLC 880.26%0.28%0.31%Q4 2021Q3 20238
Index Fund Advisors, Inc. 8823.56%25.15%29.30%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 888.59%10.95%13.82%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.45%0.79%0.95%Q4 2021Q3 20238
DIXON FNANCIAL SERVICES, INC. 8821.19%22.94%27.02%Q4 2021Q3 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 883.89%4.39%5.13%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 881.23%1.91%2.51%Q4 2021Q3 20238
Bouchey Financial Group Ltd 881.41%3.50%4.10%Q4 2021Q3 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 883.07%3.80%5.04%Q4 2021Q3 20238
Waterfront Wealth Inc. 880.31%0.73%1.40%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 883.55%5.05%6.50%Q4 2021Q3 20238
Vigilant Capital Management, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
SC&H Financial Advisors, Inc. 880.83%1.05%1.54%Q4 2021Q3 20238
Mariner, LLC 880.01%0.03%0.03%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
Column Capital Advisors, LLC 880.04%0.98%1.32%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 883.78%4.18%4.57%Q4 2021Q3 20238
Cross Staff Investments Inc 880.33%0.34%0.35%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 881.04%1.13%1.26%Q4 2021Q3 20238
KARPAS STRATEGIES, LLC 880.11%0.16%0.18%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 882.10%2.98%4.59%Q4 2021Q3 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q4 2021Q3 20238
Investmark Advisory Group LLC 882.31%2.52%2.99%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 880.05%0.07%0.09%Q4 2021Q3 20238
Eagle Bay Advisors LLC 620.03%0.04%0.06%Q3 2021Q3 20238
Curi Wealth Management, LLC 880.03%0.11%0.16%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 883.70%4.33%4.55%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.06%0.06%0.06%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 881.63%2.21%2.53%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Hemington Wealth Management 710.18%0.62%0.81%Q3 2021Q3 20238
Cladis Investment Advisory, LLC 880.42%0.52%0.60%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.11%0.15%0.19%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 882.96%3.92%5.26%Q4 2021Q3 20238
BAYSHORE ASSET MANAGEMENT, LLC 882.40%2.93%3.68%Q4 2021Q3 20238
MONETA GROUP INVESTMENT ADVISORS LLC 440.01%0.02%0.03%Q2 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 882.33%2.99%3.59%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.37%0.43%0.48%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.00%0.03%0.05%Q2 2021Q1 20238
Disciplined Equity Management, Inc. 8811.59%12.64%14.45%Q4 2021Q3 20238
RS CRUM INC. 880.78%1.91%2.80%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 610.00%0.02%0.07%Q4 2021Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.02%0.02%0.03%Q2 2021Q4 20227
MARYLAND CAPITAL ADVISORS INC. 770.16%0.56%0.76%Q1 2022Q3 20237
First Western Trust Bank 770.19%0.19%0.20%Q1 2022Q3 20237
Planning Center, Inc. 614.25%5.21%6.35%Q4 2021Q3 20237
Armor Investment Advisors, LLC 771.00%2.04%4.48%Q1 2022Q3 20237
Beta Wealth Group, Inc. 770.43%0.49%0.62%Q1 2022Q3 20237
V Wealth Advisors LLC 770.04%0.07%0.09%Q4 2021Q2 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BetterWealth, LLC 610.35%0.65%2.01%Q4 2021Q3 20237
RETIREMENT GUYS FORMULA LLC 770.62%0.96%1.13%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.17%0.20%0.24%Q4 2021Q3 20237
RFG Advisory, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.09%0.19%0.52%Q1 2022Q3 20237
M Holdings Securities, Inc. 610.07%0.09%0.11%Q2 2021Q2 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2021Q3 20237
BKA Wealth Consulting, Inc. 770.50%0.60%0.68%Q1 2022Q3 20237
Geneos Wealth Management Inc. 770.00%0.01%0.03%Q1 2022Q3 20237
COMERICA BANK 610.15%0.19%0.23%Q3 2021Q3 20237
Congress Wealth Management LLC / DE / 770.01%0.02%0.05%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
JANE STREET GROUP, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Cerity Partners LLC 770.01%0.58%3.85%Q1 2022Q3 20237
Level Financial Advisors 610.04%0.05%0.08%Q4 2021Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.05%0.05%0.07%Q1 2022Q3 20237
Zhang Financial LLC 770.04%0.27%0.51%Q1 2022Q3 20237
McClarren Financial Advisors, Inc. 520.00%0.01%0.04%Q4 2021Q3 20237
Midwest Heritage Bank, FSB 775.02%5.38%5.83%Q1 2022Q3 20237
AdvisorNet Financial, Inc 770.84%1.15%1.30%Q1 2022Q3 20237
Parallel Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Hardy Reed LLC 770.45%0.76%0.90%Q1 2022Q3 20237
Disciplined Investments, LLC 770.12%0.14%0.17%Q1 2022Q3 20237
Burleson & Company, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Western Wealth Management, LLC 610.02%0.03%0.04%Q4 2021Q3 20237
Helen Stephens Group, LLC 430.14%0.25%0.44%Q4 2021Q3 20237
Wealthfront Advisers LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Sargent Bickham Lagudis LLC 770.00%0.00%0.01%Q2 2021Q4 20227
Physician Wealth Advisors, Inc. 770.44%0.94%1.13%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
BROWN ADVISORY INC 520.00%0.01%0.03%Q2 2021Q3 20237
AMARILLO NATIONAL BANK 660.06%0.07%0.07%Q2 2022Q3 20236
Spire Wealth Management 660.26%0.28%0.32%Q2 2022Q3 20236
Great Point Wealth Advisors, LLC 660.66%0.88%1.39%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.05%0.05%0.07%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
COLLECTIVE FAMILY OFFICE LLC 510.28%0.58%0.73%Q1 2022Q3 20236
Marcum Wealth, LLC 660.04%0.04%0.05%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.04%0.05%0.07%Q2 2022Q3 20236
Tanager Wealth Management LLP 660.17%2.04%3.11%Q2 2022Q3 20236
Warwick Investment Management, Inc. 510.31%0.37%0.44%Q4 2021Q3 20236
Colony Family Offices, LLC 660.12%0.16%0.18%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
All Season Financial Advisors, Inc. 660.50%0.86%1.19%Q2 2022Q3 20236
Concord Wealth Partners 410.02%0.04%0.06%Q4 2021Q3 20236
Silver Oak Advisory Group, Inc. 420.14%0.14%0.15%Q4 2021Q3 20236
Quantum Financial Advisors, LLC 660.32%0.39%0.48%Q2 2022Q3 20236
Silicon Hills Wealth Management, LLC 510.17%0.37%0.72%Q4 2021Q2 20236
THRIVENT FINANCIAL FOR LUTHERANS 420.00%0.01%0.02%Q1 2022Q3 20236
EVOKE WEALTH, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Schubert & Co 660.02%0.02%0.02%Q4 2021Q1 20236
DOWLING & YAHNKE LLC 660.90%1.22%1.63%Q2 2021Q3 20226
PATHSTONE FAMILY OFFICE, LLC 660.02%0.03%0.10%Q2 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q3 2021Q3 20236
Global Trust Asset Management, LLC 660.16%0.26%0.28%Q2 2022Q3 20236
COMMERCE BANK 660.00%0.00%0.01%Q2 2022Q3 20236
CPWM, LLC 660.39%0.57%0.69%Q2 2021Q3 20226
MUFG Americas Holdings Corp 660.01%0.01%0.01%Q2 2021Q3 20226
Forum Private Client Group LLC 663.20%3.85%4.98%Q1 2022Q2 20236
Francis Financial, Inc. 660.20%0.29%0.36%Q2 2022Q3 20236
LVZ, Inc. 660.18%0.24%0.31%Q2 2022Q3 20236
Hurlow Wealth Management Group, Inc. 664.64%4.84%5.03%Q2 2022Q3 20236
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q2 2021Q3 20226
Diversified Trust Co 660.03%0.03%0.03%Q3 2022Q4 20236
West Financial Advisors, LLC 662.17%2.28%2.42%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.71%0.86%1.00%Q2 2022Q3 20236
Stokes Family Office, LLC 660.24%0.66%0.97%Q2 2022Q3 20236
Confluence Wealth Services, Inc. 550.99%2.30%3.16%Q3 2022Q3 20235
Red Tortoise LLC 410.09%0.10%0.10%Q3 2021Q3 20235
Traverso Chambers Private Wealth Management, LLC 551.76%1.82%1.87%Q3 2022Q3 20235
Parcion Private Wealth LLC 550.04%0.04%0.04%Q3 2021Q3 20225
Blume Capital Management, Inc. 550.42%0.60%0.70%Q3 2022Q3 20235
PRIVATE TRUST CO NA 410.01%0.01%0.01%Q2 2022Q3 20235
Trinity Financial Advisors LLC 550.59%1.33%1.94%Q3 2022Q3 20235
Financial Insights, Inc. 410.42%0.88%1.22%Q2 2022Q3 20235
WMG Financial Advisors, LLC 550.23%0.25%0.32%Q4 2021Q4 20225
Arete Wealth Advisors, LLC 550.05%0.06%0.09%Q2 2021Q2 20225
Equius Partners, Inc. 550.96%1.30%1.78%Q4 2021Q4 20225
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2021Q3 20235
Platform Technology Partners 550.41%0.45%0.48%Q3 2022Q3 20235
Relative Value Partners Group, LLC 410.06%0.07%0.07%Q1 2022Q3 20235
Waypoint Capital Advisors, LLC 320.08%0.11%0.15%Q4 2021Q3 20235
Cadence Bank 550.03%0.03%0.03%Q3 2022Q3 20235
Advisory Alpha, LLC 550.24%0.27%0.30%Q3 2022Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.00%0.02%0.05%Q3 2022Q3 20235
ENZI WEALTH 550.25%2.12%3.74%Q3 2022Q3 20235
Graves Light Lenhart Wealth, Inc. 410.00%0.05%0.09%Q2 2022Q3 20235
GREAT VALLEY ADVISOR GROUP, INC. 550.05%0.12%0.14%Q3 2022Q3 20235
Financial Engines Advisors L.L.C. 550.00%0.00%0.00%Q3 2021Q3 20225
REGENTATLANTIC CAPITAL LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Pinnacle Financial Group, LLC / IL 550.64%2.15%3.04%Q3 2022Q3 20235
NewEdge Advisors, LLC 550.01%0.05%0.07%Q3 2022Q3 20235
DBK Financial Counsel, LLC 551.34%1.51%1.85%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 220.00%0.01%0.01%Q3 2022Q3 20234
Pioneer Wealth Management Group 441.13%1.41%1.85%Q4 2022Q3 20234
Cahill Wealth Management, LLC 440.56%0.57%0.60%Q4 2022Q3 20234
Visionary Wealth Advisors 440.02%0.02%0.02%Q4 2022Q3 20234
Tillman Hartley LLC 446.86%7.01%7.16%Q4 2022Q3 20234
Alaethes Wealth LLC 440.06%0.07%0.08%Q2 2021Q1 20224
Heritage Wealth Management, Inc./Texas 4413.20%13.57%13.91%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.17%0.85%1.88%Q4 2022Q3 20234
GEM Asset Management, LLC 442.49%2.93%3.40%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 441.54%1.92%2.15%Q4 2022Q3 20234
Great Waters Wealth Management 442.99%3.72%4.52%Q4 2022Q3 20234
Washington Trust Advisors, Inc. 310.00%0.01%0.01%Q3 2022Q3 20234
Altiora Financial Group, LLC 441.21%1.38%1.49%Q4 2022Q3 20234
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.51%0.52%0.53%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.13%0.14%0.16%Q3 2022Q2 20234
Corient Private Wealth LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Frontier Wealth Management LLC 440.00%0.01%0.02%Q2 2021Q1 20224
Goldstein Advisors, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 447.31%7.74%8.14%Q4 2022Q3 20234
RESOLUTE FINANCIAL, LLC 310.20%0.54%0.71%Q4 2021Q4 20224
WATERSHED PRIVATE WEALTH LLC 440.25%0.31%0.35%Q4 2022Q3 20234
Lido Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 440.55%0.59%0.62%Q4 2022Q3 20234
Atlas Wealth LLC 440.09%0.11%0.14%Q4 2022Q3 20234
Advisory Services Network, LLC 440.00%0.02%0.02%Q4 2022Q3 20234
MORRIS FINANCIAL CONCEPTS, INC. 440.05%0.10%0.13%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.03%0.03%0.04%Q4 2022Q3 20234
LAM GROUP, INC. 445.68%5.87%6.01%Q4 2022Q3 20234
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q1 2022Q1 20234
Kooman & Associates 440.77%1.86%2.47%Q4 2022Q3 20234
BALASA DINVERNO & FOLTZ LLC 440.02%0.02%0.02%Q2 2021Q1 20224
VISTA CAPITAL PARTNERS, INC. 440.03%0.03%0.03%Q2 2021Q1 20224
SRS Capital Advisors, Inc. 441.68%1.74%1.80%Q4 2022Q3 20234
TCP Asset Management, LLC 440.53%0.68%0.92%Q4 2022Q3 20234
HoyleCohen, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
WIPFLI FINANCIAL ADVISORS LLC, 310.01%0.03%0.04%Q2 2021Q3 20224
RF&L WEALTH MANAGEMENT, LLC 444.84%5.01%5.21%Q4 2022Q3 20234
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.00%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.02%0.02%0.02%Q4 2022Q3 20234
IFG Advisors, LLC 440.09%0.18%0.25%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 442.85%3.06%3.37%Q4 2022Q3 20234
Beacon Financial Advisory LLC 440.16%0.22%0.24%Q4 2022Q3 20234
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.04%0.04%0.04%Q2 2021Q1 20224
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.01%Q4 2021Q3 20224
Apollon Wealth Management, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Meritas Wealth Management, LLC 440.19%0.19%0.20%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.23%0.29%0.38%Q4 2022Q3 20234
CPA Asset Management LLC 440.35%0.63%1.34%Q4 2022Q3 20234
DecisionPoint Financial, LLC 443.76%4.45%5.04%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.05%0.09%Q4 2022Q3 20234
Samalin Investment Counsel, LLC 440.24%0.27%0.31%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.28%0.38%0.52%Q1 2010Q3 20234
Your Advocates Ltd., LLP 440.00%3.12%4.61%Q4 2022Q3 20234
Pensionmark Financial Group, LLC 440.05%0.07%0.09%Q2 2021Q1 20224
Colonial Trust Co / SC 440.01%0.02%0.03%Q4 2022Q3 20234
Olistico Wealth, LLC 440.90%0.93%1.01%Q4 2022Q3 20234
KM Capital Management Ltd. 440.86%2.92%4.75%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.32%0.33%0.34%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 442.72%2.77%2.86%Q4 2022Q3 20234
Passive Capital Management, LLC. 440.14%0.60%0.88%Q2 2022Q1 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q2 2021Q1 20224
Alpha Financial Advisors, LLC 444.06%5.67%9.36%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 440.01%0.08%0.15%Q4 2022Q3 20234
JMG Financial Group, Ltd. 440.02%0.05%0.06%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 440.17%0.19%0.19%Q4 2022Q3 20234
Lee Financial Co 440.00%0.01%0.01%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 443.78%4.59%5.70%Q4 2022Q3 20234
Avantax Planning Partners, Inc. 310.01%0.01%0.01%Q2 2021Q2 20234
SYM FINANCIAL Corp 440.00%0.00%0.00%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.01%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.06%0.10%0.14%Q4 2021Q3 20224
NorthCrest Asset Manangement, LLC 310.01%0.01%0.01%Q4 2021Q3 20234
HBK Sorce Advisory LLC 220.01%0.03%0.07%Q3 2022Q3 20234
Merit Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Tilson Financial Group, Inc. 443.68%5.16%8.94%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.23%0.27%0.32%Q4 2022Q3 20234
FIFTH THIRD SECURITIES, INC. 440.02%0.03%0.03%Q4 2022Q3 20234
Peninsula Wealth, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
BASSO CAPITAL MANAGEMENT, L.P. 440.82%0.91%0.98%Q4 2022Q3 20234
Aveo Capital Partners, LLC 440.18%0.43%0.75%Q4 2022Q3 20234
Oakwell Private Wealth Management, LLC 440.10%0.13%0.20%Q2 2021Q1 20224
HTG Investment Advisors, Inc. 441.00%1.10%1.21%Q4 2022Q3 20234
Accretive Wealth Partners, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.08%0.09%0.10%Q4 2021Q3 20224
BUILDER INVESTMENT GROUP INC /ADV 445.74%5.99%6.32%Q4 2022Q3 20234
25 LLC 330.34%0.34%0.35%Q1 2023Q3 20233
AE Wealth Management LLC 110.00%0.00%0.01%Q4 2021Q2 20233
Gibson Wealth Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
CX Institutional 210.00%0.00%0.00%Q2 2021Q2 20223
Applied Capital LLC 330.42%0.53%0.64%Q1 2022Q3 20223
Eagle Strategies LLC 330.14%0.19%0.25%Q1 2023Q3 20233
FIRST NATIONAL BANK SIOUX FALLS 330.18%0.63%1.00%Q1 2023Q3 20233
True Wealth Design, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
Pacifica Partners Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
Cranbrook Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Foundations Investment Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
S.A. Mason LLC 330.23%0.23%0.23%Q1 2023Q3 20233
TrueWealth Advisors, LLC 330.10%0.13%0.15%Q1 2023Q3 20233
ZACKS INVESTMENT MANAGEMENT 330.00%0.00%0.00%Q4 2022Q2 20233
OLD MISSION CAPITAL LLC 330.01%0.06%0.09%Q4 2021Q2 20223
Quent Capital, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.00%0.00%Q4 2022Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 211.11%1.14%1.17%Q4 2022Q3 20233
Regal Wealth Group, Inc. 331.24%3.66%4.94%Q1 2023Q3 20233
PFG Advisors 330.10%0.13%0.16%Q1 2023Q3 20233
CADENCE BANK NA 330.06%0.07%0.07%Q2 2021Q4 20213
Angeles Investment Advisors, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Nalls Sherbakoff Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Marquette Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
WealthSpring Partners, LLC 330.51%0.52%0.53%Q3 2022Q1 20233
ZRC WEALTH MANAGEMENT, LLC 331.04%1.07%1.11%Q1 2023Q3 20233
Alaska Permanent Fund Corp 211.31%1.77%2.24%Q4 2022Q3 20233
Clark Capital Management Group, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Resource Management, LLC 330.04%0.04%0.04%Q2 2021Q4 20213
GDS Wealth Management 330.03%0.03%0.04%Q1 2023Q3 20233
BESSEMER GROUP INC 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Investment Advisory Services, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FLC Capital Advisors 331.29%1.45%1.59%Q4 2022Q2 20233
Quad-Cities Investment Group, LLC 330.17%0.20%0.24%Q1 2023Q3 20233
RMB Capital Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
VeraBank, N.A. 330.21%0.78%1.13%Q1 2023Q3 20233
REGIONS FINANCIAL CORP 210.00%0.00%0.00%Q4 2021Q2 20233
AIRE ADVISORS, LLC 332.24%2.44%2.64%Q1 2023Q3 20233
Kovitz Investment Group Partners, LLC 210.01%0.01%0.01%Q3 2021Q2 20223
Wealthcare Advisory Partners LLC 330.02%0.04%0.06%Q1 2023Q3 20233
Root Financial Partners, LLC 330.55%0.59%0.62%Q1 2023Q3 20233
Rockwood Wealth Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
DFPG INVESTMENTS, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
People's United Financial, Inc. 210.00%0.01%0.01%Q2 2021Q1 20223
MANAGED ACCOUNT SERVICES INC 221.52%1.52%1.53%Q2 2021Q3 20212
SEVEN MILE ADVISORY 220.52%0.56%0.60%Q2 2023Q3 20232
Brainard Capital Management LLC 221.73%2.01%2.29%Q4 2022Q1 20232
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2022Q3 20232
PDS Planning, Inc 110.04%0.04%0.05%Q2 2021Q4 20212
HCR Wealth Advisors 220.04%0.04%0.05%Q3 2021Q4 20212
Perigon Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
L & S Advisors Inc 220.10%0.10%0.10%Q2 2023Q3 20232
Colonial Trust Advisors 220.00%0.00%0.00%Q4 2022Q1 20232
Vivaldi Capital Management LP 220.07%0.08%0.08%Q3 2022Q4 20222
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.02%0.02%Q2 2021Q3 20212
Dixon Hughes Goodman Wealth Advisors LLC 228.47%9.47%10.46%Q4 2021Q1 20222
NEXT Financial Group, Inc 220.00%0.00%0.01%Q3 2021Q4 20212
FinTrust Capital Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Sigma Planning Corp 110.01%0.01%0.02%Q1 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST NATIONAL TRUST CO 220.77%0.81%0.85%Q2 2023Q3 20232
Crown Wealth Group, LLC 221.29%1.32%1.34%Q1 2022Q2 20222
McIlrath & Eck, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
NAPLES GLOBAL ADVISORS, LLC 220.04%0.06%0.08%Q2 2023Q3 20232
Ridgewood Investments LLC 220.04%0.04%0.04%Q1 2023Q2 20232
DAVENPORT & Co LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Birchcreek Wealth Management, LLC 220.22%0.32%0.42%Q2 2023Q3 20232
Northwest Capital Management Inc 220.06%0.06%0.06%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q4 2021Q1 20222
Total Wealth Planning, LLC 220.18%0.23%0.29%Q1 2022Q2 20222
Citadel Advisors 110.00%0.00%0.00%Q1 2023Q3 20232
ShankerValleau Wealth Advisors, Inc. 220.15%0.17%0.20%Q4 2021Q1 20222
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Baker Avenue Asset Management, LP 220.01%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.34%0.34%0.35%Q2 2023Q3 20232
C M BIDWELL & ASSOCIATES LTD 220.12%0.12%0.12%Q1 2022Q2 20222
EXENCIAL WEALTH ADVISORS, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Avestar Capital, LLC 220.93%1.05%1.16%Q3 2022Q4 20222
DIMENSIONAL FUND ADVISORS LP 220.01%0.01%0.01%Q2 2021Q3 20212
Jacobi Capital Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Mayfair Advisory Group, LLC 220.22%0.27%0.31%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.05%0.06%0.06%Q2 2023Q3 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Waverly Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
55I, LLC 220.01%0.01%0.02%Q2 2022Q3 20222
MAI Capital Management 220.01%0.01%0.01%Q4 2021Q1 20222
Surevest, LLC 110.01%0.01%0.01%Q4 2021Q2 20222
TIAA Kaspick, LLC 224.58%4.80%5.02%Q2 2021Q3 20212
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
SteelPeak Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EdgeRock Capital LLC 110.03%0.03%0.03%Q3 2022Q3 20221
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.55%0.55%0.55%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.04%0.04%0.04%Q4 2023Q4 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KPP Advisory Services LLC 110.81%0.81%0.81%Q3 2023Q3 20231
Harrison & Co Wealth Management, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Avalon Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Revisor Wealth Management LLC 110.32%0.32%0.32%Q2 2023Q2 20231
BEDEL FINANCIAL CONSULTING INC 110.12%0.12%0.12%Q3 2023Q3 20231
Parker Financial LLC 110.37%0.37%0.37%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.46%0.46%0.46%Q3 2023Q3 20231
Lumature Wealth Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaCore Capital LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
CITIGROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
Narus Financial Partners, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Envision Financial Planning, LLC 113.92%3.92%3.92%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
BEL AIR INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
USCA RIA LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Sowell Financial Services LLC 110.02%0.02%0.02%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Hochman Cole Investment Advisors, Inc. 110.11%0.11%0.11%Q3 2021Q3 20211
Hoover Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
KEYSTONE WEALTH PARTNERS 110.22%0.22%0.22%Q4 2021Q4 20211
MACRO Consulting Group 110.12%0.12%0.12%Q2 2021Q2 20211
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2023Q3 20231
Baystate Wealth Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
WEALTHSPAN PARTNERS, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Truvestments Capital LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
NewSquare Capital LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WCG Wealth Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
First Command Financial Services, Inc. 111.06%1.06%1.06%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DE BURLO GROUP INC 110.01%0.01%0.01%Q3 2022Q3 20221
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q4 20211
Certified Advisory Corp 110.07%0.07%0.07%Q1 2022Q1 20221
Cornerstone Planning Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Sageworth Trust Co 112.89%2.89%2.89%Q3 2023Q3 20231
Valmark Advisers, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q3 2022Q3 20221
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.56%0.56%0.56%Q2 2021Q2 20211
First Command Bank 111.06%1.06%1.06%Q2 2023Q2 20231
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hilltop Holdings Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
DUBUQUE BANK & TRUST CO 110.11%0.11%0.11%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Keel Point, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Bell Rock Capital LLC 110.62%0.62%0.62%Q2 2022Q2 20221
Mattern Wealth Management LLC 110.17%0.17%0.17%Q4 2021Q4 20211
MASSMUTUAL TRUST CO FSB/ADV 111.90%1.90%1.90%Q4 2023Q4 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2022Q4 20221
tru Independence LLC 110.02%0.02%0.02%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Capital Management, Inc. 110.56%0.56%0.56%Q4 2022Q4 20221
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HB Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MBA Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Sageworth Trust Co of South Dakota 112.10%2.10%2.10%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Teamwork Financial Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
STONNINGTON GROUP, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Heartwood Wealth Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.23%0.23%0.23%Q2 2021Q2 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
COLONY GROUP LLC 110.00%0.00%0.00%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.