DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202317
JUNCTURE WEALTH STRATEGIES, LLC 11111.74%2.00%2.44%Q2 2021Q4 202311
Symmetry Partners, LLC 11110.46%0.54%0.62%Q2 2021Q4 202311
Pure Financial Advisors, LLC 11110.35%1.21%3.20%Q2 2021Q4 202311
KEYBANK NATIONAL ASSOCIATION/OH 10100.00%0.00%0.01%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.00%0.04%0.07%Q2 2021Q3 202310
Avior Wealth Management, LLC 10100.09%0.12%0.16%Q2 2021Q3 202310
SOL Capital Management CO 10100.34%0.37%0.40%Q2 2021Q3 202310
Miracle Mile Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
FOUNDERS FINANCIAL SECURITIES LLC 10100.03%0.06%0.11%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Capital Investment Advisory Services, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
New England Private Wealth Advisors LLC 10100.07%1.78%2.70%Q2 2021Q3 202310
ST GERMAIN D J CO INC 730.00%0.02%0.02%Q2 2021Q4 202310
Plante Moran Financial Advisors, LLC 10100.08%0.14%0.26%Q2 2021Q3 202310
McLean Asset Management Corp 734.37%4.95%5.68%Q2 2021Q4 202310
Key FInancial Inc 10100.07%0.10%0.13%Q2 2021Q3 202310
Adero Partners, LLC 10101.38%2.32%4.48%Q2 2021Q3 202310
Schoolcraft Capital LLC 10101.21%1.40%1.55%Q2 2021Q3 202310
Harbor Group, Inc. 10100.15%0.27%0.46%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.01%0.01%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Allworth Financial LP 10100.20%0.24%0.35%Q2 2021Q3 202310
American Investment Services, Inc. 10101.69%1.83%2.10%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Fortis Advisors, LLC 10100.24%0.27%0.29%Q2 2021Q3 202310
WEBSTERROGERS FINANCIAL ADVISORS, LLC 10100.33%0.64%0.95%Q2 2021Q3 202310
HighTower Advisors, LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
3D/L Capital Management, LLC 10100.75%0.80%0.92%Q2 2021Q3 202310
ROWLANDMILLER & PARTNERS.ADV 910.07%0.07%0.08%Q2 2021Q4 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.01%0.01%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Parkside Financial Bank & Trust 10100.10%0.12%0.14%Q2 2021Q3 202310
TFC Financial Management, Inc. 10105.98%7.65%8.81%Q2 2021Q3 202310
Disciplined Investments, LLC 10101.54%2.19%2.84%Q2 2021Q3 202310
Acropolis Investment Management, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
PEAVINE CAPITAL, LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
SIGNET FINANCIAL MANAGEMENT, LLC 10100.06%0.07%0.12%Q2 2021Q3 202310
CHOREO, LLC 10100.91%1.35%1.72%Q2 2021Q3 202310
MONTAG A & ASSOCIATES INC 10100.08%0.08%0.09%Q2 2021Q3 202310
Facet Wealth, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
IFP Advisors, Inc 10100.01%0.01%0.03%Q2 2021Q3 202310
Robertson Stephens Wealth Management, LLC 10100.33%0.43%0.59%Q2 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10100.52%0.57%0.62%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.00%0.00%0.00%Q2 2021Q3 202310
Laird Norton Wetherby Wealth Management, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Annandale Capital, LLC 10100.12%0.18%0.22%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.00%Q2 2021Q3 202310
Bridgewater Advisors Inc. 10100.29%0.48%0.70%Q2 2021Q3 202310
WoodTrust Financial Corp 10100.09%0.19%1.05%Q2 2021Q3 202310
SMITH CHAS P & ASSOCIATES PA CPAS 10100.04%0.05%0.06%Q2 2021Q3 202310
LBMC INVESTMENT ADVISORS, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
JFS WEALTH ADVISORS, LLC 10100.10%0.12%0.20%Q2 2021Q3 202310
Asset Dedication, LLC 10104.48%6.18%7.27%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.00%0.01%0.02%Q2 2021Q3 202310
BRIGHTON JONES LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Tortoise Investment Management, LLC 10100.01%0.02%0.06%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.04%0.05%0.05%Q2 2021Q3 202310
ASPIRIANT, LLC 10100.35%0.44%0.52%Q2 2021Q3 202310
Versant Capital Management, Inc 10100.41%0.45%0.48%Q3 2021Q4 202310
MONETA GROUP INVESTMENT ADVISORS LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
ASSETMARK, INC 10100.03%0.05%0.09%Q2 2021Q3 202310
Equitable Holdings, Inc. 10100.04%0.09%0.14%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.10%0.12%0.18%Q2 2021Q3 202310
Murphy Pohlad Asset Management LLC 10100.28%0.30%0.32%Q2 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 10108.29%10.03%12.10%Q2 2021Q3 202310
Lutz Financial Services LLC 10100.73%0.80%0.88%Q2 2021Q3 202310
MISSION WEALTH MANAGEMENT, LP 10100.04%0.05%0.08%Q2 2021Q3 202310
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 10101.16%1.24%1.39%Q2 2021Q3 202310
Willow Creek Wealth Management Inc. 101011.07%13.12%16.04%Q2 2021Q3 202310
Integrated Advisors Network LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Sand Hill Global Advisors, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Evensky & Katz LLC 10100.27%0.38%0.84%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.01%0.03%0.03%Q2 2021Q3 202310
PrairieView Partners, LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2021Q3 202310
GREENLEAF TRUST 10100.00%0.00%0.00%Q2 2021Q3 202310
Running Point Capital Advisors, LLC 10100.16%0.16%0.19%Q2 2021Q3 202310
Diversified Portfolios, Inc. 10100.68%0.97%1.57%Q2 2021Q3 202310
MITCHELL CAPITAL MANAGEMENT CO 10100.06%0.06%0.07%Q2 2021Q3 202310
Modera Wealth Management, LLC 10100.78%1.92%2.56%Q2 2021Q3 202310
Providence Capital Advisors, LLC 10100.02%0.03%0.06%Q2 2021Q3 202310
Abacus Wealth Partners, LLC 101018.19%25.61%32.17%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.04%0.06%0.07%Q2 2021Q3 202310
UBS Group AG 10100.00%0.00%0.00%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.03%0.04%0.06%Q2 2021Q3 202310
Larson Financial Group LLC 10101.52%1.80%2.16%Q2 2021Q3 202310
MATHER GROUP, LLC. 10100.02%0.15%0.26%Q2 2021Q3 202310
WHITTIER TRUST CO 10100.01%0.01%0.01%Q2 2021Q3 202310
COLLECTIVE FAMILY OFFICE LLC 10100.10%0.11%0.13%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.01%0.02%0.03%Q2 2021Q3 202310
Carlson Capital Management 10102.11%2.81%4.72%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Merriman Wealth Management, LLC 10102.10%8.00%13.48%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.01%0.04%0.14%Q2 2021Q3 202310
Gradient Investments LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Joel Isaacson & Co., LLC 10101.48%1.60%1.81%Q2 2021Q3 202310
Foster Group, Inc. 10101.50%2.13%3.38%Q2 2021Q3 202310
Sensible Financial Planning & Management, LLC. 10100.19%1.24%1.68%Q2 2021Q3 202310
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.08%0.10%0.17%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.02%0.04%0.07%Q2 2021Q3 202310
Savant Capital, LLC 10103.38%4.26%5.73%Q2 2021Q3 202310
SOUNDMARK WEALTH MANAGEMENT, LLC 10102.17%2.43%2.86%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.03%0.07%0.09%Q2 2021Q3 202310
Klingman & Associates, LLC 10100.23%0.25%0.28%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Gibson Capital, LLC 10101.18%1.25%1.36%Q2 2021Q3 202310
Center for Financial Planning, Inc. 10100.02%0.03%0.03%Q2 2021Q3 202310
Evanson Asset Management, LLC 10104.87%5.17%5.51%Q2 2021Q3 202310
Mine & Arao Wealth Creation & Management, LLC. 10100.04%0.05%0.05%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 10102.23%3.05%4.52%Q2 2021Q3 202310
Private Ocean, LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Cetera Investment Advisers 10100.09%0.13%0.16%Q2 2021Q3 202310
STALEY CAPITAL ADVISERS INC 10100.02%0.02%0.02%Q2 2021Q3 202310
Mariner, LLC 10100.01%0.04%0.06%Q2 2021Q3 202310
Dakota Wealth Management 10100.04%0.06%0.09%Q2 2021Q3 202310
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10105.00%12.48%28.79%Q2 2021Q3 202310
Creative Planning 10100.55%0.68%0.87%Q2 2021Q3 202310
Falcon Wealth Planning 10100.15%0.21%0.28%Q2 2021Q3 202310
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10101.48%1.53%1.58%Q2 2021Q3 202310
ATLAS CAPITAL ADVISORS LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 10100.01%0.01%0.01%Q2 2021Q3 202310
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10100.07%0.10%0.19%Q2 2021Q3 202310
CWA Asset Management Group, LLC 10100.03%0.03%0.03%Q2 2021Q3 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.01%0.02%0.06%Q2 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
Gradient Capital Advisors, LLC 10101.94%2.36%2.90%Q2 2021Q3 202310
Annapolis Financial Services, LLC 10100.83%0.97%1.25%Q2 2021Q3 202310
JNBA Financial Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.03%0.05%0.08%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.45%0.55%0.64%Q2 2021Q3 202310
Strategic Financial Services, Inc, 10100.04%0.04%0.04%Q2 2021Q3 202310
MBM Wealth Consultants, LLC 10100.14%0.15%0.16%Q2 2021Q3 202310
TFO Wealth Partners, LLC 10101.60%3.95%4.39%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 10103.22%3.98%5.16%Q2 2021Q3 202310
Verdence Capital Advisors LLC 10100.58%0.64%0.73%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
CENTRAL TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Plancorp, LLC 10104.21%4.92%6.25%Q2 2021Q3 202310
Capital Investment Advisors, LLC 10100.02%0.02%0.02%Q3 2021Q4 202310
WEDBUSH SECURITIES INC 630.02%0.02%0.02%Q2 2021Q3 20239
REGIONS FINANCIAL CORP 990.05%0.05%0.06%Q3 2021Q3 20239
Safeguard Investment Advisory Group, LLC 630.36%0.96%1.99%Q2 2021Q3 20239
Watchman Group, Inc. 990.12%6.10%9.98%Q3 2021Q3 20239
Cresset Asset Management, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Jentner Corp 631.41%1.76%2.04%Q2 2021Q3 20239
Advisory Services & Investments, LLC 990.56%0.71%0.89%Q3 2021Q3 20239
Sandy Spring Bank 630.19%0.26%0.33%Q2 2021Q3 20239
Global Retirement Partners, LLC 720.00%0.00%0.01%Q2 2021Q3 20239
Sigma Planning Corp 990.01%0.02%0.02%Q2 2021Q2 20239
Truepoint, Inc. 992.44%3.42%4.38%Q3 2021Q3 20239
Glassman Wealth Services 630.02%0.02%0.02%Q2 2021Q3 20239
Measured Wealth Private Client Group, LLC 630.58%0.62%0.66%Q2 2021Q3 20239
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2021Q3 20239
Oakworth Capital, Inc. 630.02%0.04%0.10%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.03%0.03%Q3 2021Q3 20239
EXENCIAL WEALTH ADVISORS, LLC 810.10%0.13%0.17%Q2 2021Q3 20239
WestHill Financial Advisors, Inc. 990.05%0.05%0.05%Q3 2021Q3 20239
Veritable, L.P. 990.04%0.04%0.04%Q2 2021Q2 20239
Zhang Financial LLC 630.12%0.18%0.26%Q2 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.20%0.35%0.46%Q3 2021Q3 20239
Pacifica Partners Inc. 990.10%0.17%0.22%Q4 2021Q4 20239
Five Oceans Advisors 990.26%0.36%0.47%Q3 2021Q3 20239
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.00%Q3 2021Q3 20239
Addison Advisors LLC 990.01%0.33%0.50%Q3 2021Q3 20239
TIAA, FSB 990.00%0.00%0.01%Q2 2021Q2 20239
AdvisorNet Financial, Inc 990.04%0.22%0.63%Q3 2021Q3 20239
Rehmann Capital Advisory Group 990.02%0.11%0.15%Q3 2021Q3 20239
Ellenbecker Investment Group 990.06%0.07%0.08%Q3 2021Q3 20239
SAX WEALTH ADVISORS, LLC 996.19%7.06%7.73%Q3 2021Q3 20239
NORTHWEST WEALTH MANAGEMENT, LLC 631.15%2.16%2.73%Q2 2021Q3 20239
PBMares Wealth Management LLC 636.21%6.94%8.82%Q2 2021Q3 20239
Integrated Wealth Concepts LLC 630.03%0.03%0.04%Q2 2021Q3 20239
Dorsey & Whitney Trust CO LLC 990.05%0.05%0.05%Q3 2021Q3 20239
Private Advisor Group, LLC 630.00%0.02%0.07%Q2 2021Q3 20239
Relaxing Retirement Coach 994.87%5.53%6.15%Q2 2021Q2 20239
Apella Capital, LLC 331.10%2.86%4.27%Q2 2021Q4 20239
HARBOUR INVESTMENTS, INC. 630.01%0.01%0.01%Q2 2021Q3 20239
Janney Montgomery Scott LLC 630.00%0.00%0.00%Q2 2021Q3 20239
LPL Financial LLC 630.01%0.02%0.02%Q2 2021Q3 20239
Wealthcare Advisory Partners LLC 630.02%0.04%0.08%Q2 2021Q3 20239
BLAIR WILLIAM & CO/IL 630.00%0.00%0.00%Q2 2021Q3 20239
Verus Financial Partners, Inc. 630.04%0.04%0.05%Q2 2021Q3 20239
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 990.06%0.06%0.07%Q3 2021Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.05%0.09%0.15%Q3 2021Q3 20239
Exeter Financial, LLC 990.18%0.20%0.22%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.07%0.09%0.10%Q3 2021Q3 20239
AE Wealth Management LLC 630.00%0.03%0.06%Q2 2021Q3 20239
SITTNER & NELSON, LLC 990.02%0.03%0.03%Q3 2021Q3 20239
IAG Wealth Partners, LLC 630.00%0.00%0.00%Q2 2021Q3 20239
Landmark Financial Advisors, LLC 880.57%3.40%4.41%Q4 2021Q3 20238
Rather & Kittrell, Inc. 882.67%4.81%6.93%Q4 2021Q3 20238
Efficient Advisors, LLC 880.02%0.13%0.30%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Curi Wealth Management, LLC 880.02%0.10%0.16%Q4 2021Q3 20238
Forum Financial Management, LP 887.87%9.75%11.30%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 882.11%2.99%3.73%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 881.24%1.32%1.46%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.52%0.70%0.83%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.59%0.61%0.64%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 8812.65%13.77%15.67%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.01%0.01%0.02%Q2 2021Q1 20238
Sequoia Financial Advisors, LLC 880.43%0.52%0.67%Q4 2021Q3 20238
Intelligent Financial Strategies 880.06%0.09%0.11%Q4 2021Q3 20238
BCR Wealth Strategies, LLC 880.46%0.51%0.58%Q4 2021Q3 20238
EP Wealth Advisors, LLC 710.20%0.68%0.85%Q2 2021Q3 20238
Schubert & Co 881.13%1.78%2.50%Q4 2021Q3 20238
Austin Asset Management Co Inc 882.43%2.77%3.11%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.05%0.10%Q4 2021Q3 20238
BAYSHORE ASSET MANAGEMENT, LLC 8823.21%25.77%31.02%Q4 2021Q3 20238
Mascoma Wealth Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
LIBRA WEALTH LLC 880.41%7.36%9.33%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.01%0.90%3.19%Q4 2021Q3 20238
Greenline Partners, LLC 880.06%0.09%0.16%Q4 2021Q3 20238
Index Fund Advisors, Inc. 8824.13%25.74%29.82%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.57%0.93%1.36%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.53%3.35%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 882.38%3.31%4.18%Q4 2021Q3 20238
Total Wealth Planning, LLC 710.36%0.52%0.73%Q3 2021Q3 20238
Lauterbach Financial Advisors, LLC 8815.29%16.43%17.77%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.09%0.11%0.12%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.18%0.28%0.36%Q2 2021Q1 20238
G2 CAPITAL MANAGEMENT, LLC / OH 883.70%4.45%5.28%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 888.42%10.93%13.48%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 883.07%5.96%10.68%Q4 2021Q3 20238
Pinnacle Bancorp, Inc. 530.25%0.27%0.30%Q3 2021Q3 20238
RS CRUM INC. 882.39%3.71%4.86%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 8819.14%20.23%21.48%Q4 2021Q3 20238
C M BIDWELL & ASSOCIATES LTD 880.00%0.08%0.11%Q4 2021Q3 20238
Nicholas Hoffman & Company, LLC. 880.03%0.05%0.09%Q4 2021Q3 20238
Stone Point Wealth LLC 880.12%0.15%0.23%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 320.03%1.17%2.52%Q2 2021Q3 20238
KRAFT ASSET MANAGEMENT, LLC 8823.11%26.25%31.58%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.42%0.82%1.60%Q4 2021Q3 20238
STEPH & CO 530.02%0.02%0.02%Q3 2021Q3 20238
Clarus Wealth Advisors 530.12%0.33%0.45%Q2 2021Q2 20238
BlueSky Wealth Advisors, LLC 882.00%2.28%2.45%Q4 2021Q3 20238
Intrua Financial, LLC 880.06%0.06%0.08%Q2 2021Q1 20238
Silver Oak Advisory Group, Inc. 880.26%0.27%0.28%Q4 2021Q3 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 889.77%10.19%10.80%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 880.01%0.11%0.16%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 886.68%8.65%11.57%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 880.19%0.31%0.35%Q4 2021Q3 20238
Investors Research Corp 620.03%0.03%0.03%Q3 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
RESOURCE CONSULTING GROUP INC 8814.05%20.14%27.69%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 885.49%5.77%6.17%Q4 2021Q3 20238
TCWP LLC 880.10%0.14%0.41%Q4 2021Q3 20238
TAGStone Capital, Inc. 881.85%2.04%2.27%Q4 2021Q3 20238
Compass Advisory Group LLC 884.43%4.82%5.19%Q4 2021Q3 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 8824.48%27.06%32.78%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 883.93%4.98%5.86%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 8812.18%13.15%15.24%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 880.66%1.39%1.94%Q4 2021Q3 20238
WorthPointe, LLC 881.39%1.67%2.14%Q4 2021Q3 20238
Shearwater Capital LLC 883.60%3.95%4.25%Q4 2021Q3 20238
Cypress Point Wealth Management, LLC 620.01%4.19%9.76%Q2 2021Q3 20238
Fortress Wealth Management, Inc. 880.18%0.55%0.80%Q4 2021Q3 20238
MBB PUBLIC MARKETS I LLC 880.48%1.63%3.60%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.13%0.67%1.02%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.98%1.30%1.56%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 881.79%1.92%2.14%Q4 2021Q3 20238
Steward Financial Group LLC 884.40%7.27%11.02%Q4 2021Q3 20238
NCM Capital Management, LLC 880.33%0.38%0.50%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.26%0.77%1.00%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.13%0.27%0.57%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 8811.97%14.06%16.20%Q4 2021Q3 20238
BAKER BOYER NATIONAL BANK 610.09%0.15%0.17%Q2 2021Q3 20238
ShankerValleau Wealth Advisors, Inc. 884.86%5.24%5.80%Q4 2021Q3 20238
Hemington Wealth Management 710.12%0.27%0.57%Q3 2021Q3 20238
EverSource Wealth Advisors, LLC 880.26%0.42%0.64%Q4 2021Q3 20238
Dynamic Advisor Solutions LLC 610.02%0.03%0.03%Q2 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.78%0.89%1.05%Q4 2021Q3 20238
Mattern Wealth Management LLC 880.54%2.04%3.56%Q4 2021Q3 20238
JPMORGAN CHASE & CO 770.00%0.00%0.00%Q1 2022Q3 20237
Burleson & Company, LLC 770.07%0.09%0.12%Q2 2021Q4 20227
BetterWealth, LLC 611.40%2.32%5.59%Q4 2021Q3 20237
NorthRock Partners, LLC 770.02%0.02%0.03%Q2 2021Q4 20227
Rockwood Wealth Management, LLC 770.14%0.23%0.43%Q1 2022Q3 20237
Rise Advisors, LLC 773.67%4.33%5.14%Q1 2022Q3 20237
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q2 2021Q3 20237
CVA Family Office, LLC 770.12%0.13%0.14%Q1 2022Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.03%0.04%Q1 2022Q3 20237
MARYLAND CAPITAL ADVISORS INC. 770.10%0.71%1.08%Q1 2022Q3 20237
Level Financial Advisors 612.00%2.34%3.14%Q4 2021Q3 20237
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.35%0.88%1.47%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.06%0.07%0.08%Q4 2021Q3 20237
Geneos Wealth Management Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
PARAGON FINANCIAL PARTNERS, INC. 430.20%0.22%0.25%Q4 2021Q3 20237
Applied Capital LLC 771.12%1.46%1.75%Q1 2022Q3 20237
Ironwood Financial, llc 430.06%0.06%0.07%Q2 2021Q3 20237
Chicago Partners Investment Group LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Betterment LLC 610.00%0.00%0.01%Q2 2021Q3 20237
Gryphon Financial Partners LLC 770.05%0.05%0.05%Q1 2022Q3 20237
Visionary Wealth Advisors 430.05%0.55%0.94%Q2 2021Q3 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.01%Q1 2022Q3 20237
Concord Wealth Partners 610.00%0.03%0.07%Q4 2021Q3 20237
Geometric Wealth Advisors 610.11%0.18%0.50%Q4 2021Q3 20237
Planning Center, Inc. 614.98%5.52%6.41%Q4 2021Q3 20237
Stratos Wealth Partners, LTD. 770.01%0.09%0.14%Q1 2022Q3 20237
Rappaport Reiches Capital Management, LLC 770.11%0.21%0.26%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 770.00%0.00%0.00%Q1 2022Q3 20237
CGN Advisors LLC 520.03%0.07%0.10%Q2 2021Q3 20237
TOWNSQUARE CAPITAL LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Advisory Alpha, LLC 770.01%0.02%0.03%Q4 2021Q2 20237
Bromfield Sneider Wealth Advisors 770.12%0.31%0.46%Q2 2022Q4 20237
Personal Capital Advisors Corp 770.00%0.00%0.00%Q2 2021Q4 20227
COMMERCE BANK 770.00%0.00%0.01%Q1 2022Q3 20237
Evolution Advisers, Inc. 770.00%0.00%0.03%Q1 2022Q3 20237
RFG Advisory, LLC 770.26%0.28%0.31%Q1 2022Q3 20237
Warwick Investment Management, Inc. 520.27%0.31%0.37%Q4 2021Q3 20237
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q2 2021Q4 20227
Laurel Wealth Advisors, Inc. 770.03%0.05%0.08%Q2 2021Q4 20227
GLENMEDE TRUST CO NA 770.00%0.00%0.00%Q2 2021Q4 20227
Certified Advisory Corp 770.33%0.42%0.54%Q1 2022Q3 20237
Syverson Strege & Co 660.08%0.12%0.15%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.03%0.04%0.05%Q2 2022Q3 20236
REGENTATLANTIC CAPITAL LLC 660.01%0.02%0.02%Q2 2021Q3 20226
Radnor Financial Advisors, LLC 666.23%6.74%7.31%Q2 2021Q3 20226
Live Oak Private Wealth LLC 660.35%0.38%0.41%Q2 2022Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Bellwether Advisors, LLC 660.02%0.02%0.02%Q4 2021Q1 20236
PATHSTONE FAMILY OFFICE, LLC 660.13%0.25%0.31%Q2 2022Q3 20236
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q3 2021Q3 20236
Spire Wealth Management 660.27%0.30%0.33%Q2 2022Q3 20236
AMARILLO NATIONAL BANK 660.05%0.05%0.06%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 310.01%0.03%0.06%Q4 2021Q3 20236
Global Trust Asset Management, LLC 660.06%0.19%0.24%Q2 2022Q3 20236
City State Bank 510.95%1.74%2.01%Q4 2021Q3 20236
Summit Financial Strategies, Inc. 510.05%0.08%0.10%Q2 2021Q3 20236
VALLEY NATIONAL ADVISERS INC 660.01%0.01%0.01%Q2 2022Q3 20236
CONSILIO WEALTH ADVISORS, LLC 660.52%5.91%8.08%Q4 2021Q1 20236
FORVIS Wealth Advisors, LLC 661.31%1.34%1.40%Q2 2022Q3 20236
Sanctuary Wealth Management, L.L.C. 310.34%0.88%1.15%Q1 2010Q3 20236
AlphaCore Capital LLC 660.01%0.02%0.06%Q2 2022Q3 20236
Secure Asset Management, LLC 660.12%0.16%0.22%Q2 2022Q3 20236
Marcum Wealth, LLC 660.22%0.24%0.26%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.02%0.03%Q2 2022Q3 20236
Quantum Financial Advisors, LLC 664.75%5.82%7.30%Q2 2022Q3 20236
WIPFLI FINANCIAL ADVISORS LLC, 663.73%6.49%8.58%Q2 2021Q3 20226
tru Independence LLC 660.55%0.71%0.91%Q2 2022Q3 20236
Renaissance Technologies 420.00%0.00%0.00%Q1 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.08%0.17%0.22%Q2 2022Q3 20236
BOK Financial Private Wealth, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
McClarren Financial Advisors, Inc. 510.03%0.06%0.07%Q1 2022Q3 20236
DOWLING & YAHNKE LLC 662.40%2.62%2.79%Q2 2021Q3 20226
CPWM, LLC 660.13%0.25%0.30%Q2 2021Q3 20226
TOBIAS FINANCIAL ADVISORS, INC. 660.26%0.39%0.74%Q2 2022Q3 20236
BALASA DINVERNO & FOLTZ LLC 661.96%2.70%3.23%Q2 2021Q3 20226
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
EVOKE WEALTH, LLC 660.01%0.01%0.01%Q2 2021Q3 20226
SIGNATUREFD, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 410.01%0.01%0.02%Q3 2021Q3 20235
MAI Capital Management 550.08%0.09%0.10%Q3 2022Q3 20235
Confluence Wealth Services, Inc. 550.13%0.40%0.53%Q3 2022Q3 20235
Quantitative Advantage, LLC 557.55%8.11%8.70%Q4 2021Q4 20225
Castleview Partners, LLC 410.00%0.01%0.05%Q2 2022Q3 20235
Arete Wealth Advisors, LLC 550.11%0.14%0.18%Q2 2021Q2 20225
B.O.S.S. Retirement Advisors, LLC 550.06%0.08%0.11%Q4 2022Q4 20235
Asio Capital, LLC 410.01%1.19%1.87%Q1 2022Q2 20235
DBK Financial Counsel, LLC 550.43%0.48%0.58%Q3 2022Q3 20235
Passive Capital Management, LLC. 412.18%2.44%2.84%Q4 2021Q1 20235
PARK AVENUE SECURITIES LLC 550.00%0.03%0.04%Q3 2022Q3 20235
BROWN ADVISORY INC 550.00%0.00%0.00%Q2 2021Q2 20225
Red Tortoise LLC 410.10%0.10%0.10%Q3 2021Q3 20235
Intersect Capital LLC 551.47%1.67%1.86%Q2 2021Q2 20225
Balboa Wealth Partners 550.15%0.17%0.19%Q3 2022Q3 20235
Equius Partners, Inc. 5528.14%35.14%44.16%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.07%0.08%0.10%Q3 2022Q3 20235
IHT Wealth Management, LLC 410.01%0.04%0.08%Q4 2021Q3 20235
Stone Asset Management Inc. 410.28%0.39%0.79%Q4 2021Q1 20235
Koshinski Asset Management, Inc. 550.03%0.03%0.04%Q1 2022Q1 20235
RAM Investment Partners, LLC 550.22%0.26%0.32%Q4 2022Q4 20235
True Link Financial Advisors, LLC 550.03%0.05%0.06%Q1 2022Q1 20235
Sloy Dahl & Holst, LLC 550.05%0.08%0.09%Q3 2021Q3 20225
PRIVATE TRUST CO NA 410.01%0.02%0.03%Q2 2022Q3 20235
WEALTHSPAN PARTNERS, LLC 550.25%0.57%0.72%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.00%0.03%0.07%Q3 2022Q3 20235
Silicon Hills Wealth Management, LLC 550.33%0.40%0.58%Q2 2022Q2 20235
BDO Wealth Advisors, LLC 550.02%0.02%0.02%Q2 2021Q2 20225
Aviance Capital Partners, LLC 550.31%0.51%0.58%Q3 2022Q3 20235
Frontier Wealth Management LLC 550.00%0.02%0.02%Q2 2021Q2 20225
CFS Investment Advisory Services, LLC 550.07%0.43%0.66%Q3 2022Q3 20235
DAVIS R M INC 410.01%0.01%0.01%Q2 2022Q3 20235
Intergy Private Wealth, LLC 550.37%0.42%0.49%Q3 2022Q3 20235
THOROUGHBRED FINANCIAL SERVICES, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
WATERSHED PRIVATE WEALTH LLC 442.48%2.81%3.17%Q4 2022Q3 20234
Vawter Financial, Ltd. 446.29%6.62%6.94%Q4 2022Q3 20234
Citadel Advisors 210.00%0.00%0.00%Q2 2021Q3 20234
VISTA CAPITAL PARTNERS, INC. 440.07%0.07%0.08%Q2 2021Q1 20224
COLUMBIA ADVISORY PARTNERS LLC 440.47%0.50%0.53%Q4 2022Q3 20234
Meredith Wealth Planning 440.68%0.73%0.76%Q4 2022Q3 20234
MOTCO 440.01%0.01%0.01%Q4 2022Q3 20234
Pioneer Wealth Management Group 440.64%0.85%1.25%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
Ridgewood Investments LLC 310.12%0.13%0.14%Q4 2021Q3 20234
CPA Asset Management LLC 440.48%0.49%0.49%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Team Hewins, LLC 4410.67%20.63%24.94%Q4 2022Q3 20234
Surevest, LLC 220.07%0.08%0.08%Q3 2021Q3 20224
Shira Ridge Wealth Management 442.23%2.27%2.36%Q4 2022Q3 20234
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2022Q3 20234
NWAM LLC 310.04%0.07%0.08%Q2 2022Q2 20234
MORRIS FINANCIAL CONCEPTS, INC. 440.04%0.18%0.30%Q4 2022Q3 20234
PITTENGER & ANDERSON INC 440.00%0.00%0.00%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 445.41%5.68%6.08%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 440.00%0.00%0.00%Q3 2022Q2 20234
Prime Capital Investment Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Lido Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.01%0.01%0.02%Q2 2021Q2 20224
RF&L WEALTH MANAGEMENT, LLC 4412.66%12.88%13.25%Q4 2022Q3 20234
GEM Asset Management, LLC 440.22%0.25%0.28%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.80%3.32%6.41%Q4 2022Q3 20234
BOS Asset Management, LLC 440.31%0.46%0.55%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 441.18%1.27%1.33%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.14%0.15%0.16%Q4 2022Q3 20234
Great Waters Wealth Management 442.51%2.88%3.35%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.10%0.14%0.19%Q3 2022Q2 20234
Delap Wealth Advisory, LLC 442.19%2.39%2.60%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 442.33%2.37%2.44%Q4 2022Q3 20234
180 WEALTH ADVISORS, LLC 440.07%0.07%0.07%Q4 2022Q3 20234
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.00%Q4 2022Q3 20234
LAM GROUP, INC. 441.43%1.46%1.50%Q4 2022Q3 20234
Rollins Financial 440.17%0.19%0.20%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2021Q2 20224
True Wealth Design, LLC 441.39%1.68%1.96%Q4 2022Q3 20234
Tillman Hartley LLC 446.32%6.55%6.69%Q4 2022Q3 20234
WPWealth LLP 444.92%5.41%5.92%Q4 2022Q3 20234
Altiora Financial Group, LLC 442.40%2.49%2.60%Q4 2022Q3 20234
Financial Alternatives, Inc 440.21%0.21%0.22%Q4 2022Q3 20234
ADVISOR PARTNERS LLC 440.04%0.06%0.08%Q3 2021Q2 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 441.26%2.59%3.23%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.02%0.02%Q2 2021Q1 20224
Goldstein Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
KM Capital Management Ltd. 440.23%1.41%3.22%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 441.15%1.37%1.59%Q4 2022Q3 20234
Gemmer Asset Management LLC 440.00%0.01%0.02%Q2 2021Q1 20224
Olistico Wealth, LLC 440.90%0.99%1.19%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 443.92%4.40%4.63%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.03%0.05%0.06%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.66%0.72%0.84%Q4 2022Q3 20234
Corient Private Wealth LLC 440.29%0.33%0.43%Q4 2022Q3 20234
RITTER DANIHER FINANCIAL ADVISORY LLC 440.06%0.06%0.06%Q2 2021Q1 20224
Pensionmark Financial Group, LLC 440.04%0.05%0.06%Q3 2021Q2 20224
AWM CAPITAL, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
BASSO CAPITAL MANAGEMENT, L.P. 440.87%0.98%1.04%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.17%0.21%0.26%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 443.84%4.19%4.67%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.04%0.06%Q4 2022Q3 20234
CLEAR INVESTMENT RESEARCH, LLC 440.02%0.16%0.22%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.27%0.30%0.35%Q4 2022Q3 20234
RESOLUTE FINANCIAL, LLC 310.21%0.46%0.61%Q4 2021Q4 20224
Valmark Advisers, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Meritas Wealth Management, LLC 4422.26%22.58%23.01%Q4 2022Q3 20234
Better Money Decisions, LLC 330.34%0.56%0.84%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
InterOcean Capital Group, LLC 330.03%0.03%0.03%Q2 2022Q4 20223
Coppell Advisory Solutions LLC 210.03%0.03%0.03%Q4 2022Q3 20233
DFPG INVESTMENTS, LLC 330.07%0.12%0.16%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q2 2021Q4 20213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Valeo Financial Advisors, LLC 330.06%0.06%0.06%Q2 2021Q4 20213
Avondale Wealth Management 330.08%0.08%0.08%Q1 2023Q3 20233
Caprock Group, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
SILVER OAK SECURITIES, INCORPORATED 210.05%0.06%0.07%Q3 2022Q3 20233
Vivaldi Capital Management LP 330.06%0.06%0.06%Q2 2022Q4 20223
Waypoint Capital Advisors, LLC 330.11%0.14%0.16%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.01%0.12%0.35%Q1 2023Q3 20233
CITIGROUP INC 210.00%0.00%0.00%Q1 2022Q4 20223
Revisor Wealth Management LLC 330.30%0.32%0.33%Q1 2023Q3 20233
FIDUCIENT ADVISORS LLC 330.05%0.20%0.28%Q1 2023Q3 20233
RMB Capital Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 330.20%0.21%0.21%Q1 2023Q3 20233
McKinley Carter Wealth Services, Inc. 330.85%0.89%0.92%Q1 2023Q3 20233
KCM INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Clearstead Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.76%0.96%1.08%Q1 2023Q3 20233
Keel Point, LLC 330.08%0.18%0.22%Q1 2023Q3 20233
HWG Holdings LP 330.06%0.07%0.07%Q2 2023Q4 20233
Root Financial Partners, LLC 330.67%0.83%1.01%Q1 2023Q3 20233
BOKF, NA 330.00%0.00%0.00%Q3 2021Q1 20223
Keebeck Wealth Management, LLC 210.11%0.12%0.14%Q2 2022Q3 20233
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2021Q1 20233
Glass Jacobson Investment Advisors llc 210.78%0.80%0.82%Q4 2022Q3 20233
Resource Management, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Clark Capital Management Group, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
Allen Capital Group, LLC 330.46%0.47%0.48%Q1 2023Q3 20233
GenTrust, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.01%0.01%0.01%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Activest Wealth Management 210.88%2.50%3.56%Q4 2022Q3 20233
Nalls Sherbakoff Group, LLC 330.22%0.22%0.23%Q1 2023Q3 20233
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q3 2022Q1 20233
Herold Advisors, Inc. 330.10%0.11%0.12%Q1 2022Q3 20223
OLIO Financial Planning 330.18%0.50%0.73%Q1 2023Q3 20233
Lifeworks Advisors, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
S.A. Mason LLC 330.09%0.09%0.09%Q1 2023Q3 20233
QUADRANT CAPITAL GROUP LLC 330.02%0.02%0.02%Q2 2021Q4 20213
STUDIO INVESTMENT MANAGEMENT LLC 330.12%0.16%0.21%Q1 2023Q3 20233
Marquette Asset Management, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Clear Creek Financial Management, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
25 LLC 330.67%0.69%0.72%Q1 2023Q3 20233
Aveo Capital Partners, LLC 220.09%0.10%0.12%Q4 2021Q1 20222
Perigon Wealth Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
True Capital Management 221.79%1.99%2.20%Q4 2022Q1 20232
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2021Q4 20222
Cypress Wealth Services, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Momentum Advisors, LLC 220.43%0.63%0.83%Q3 2022Q4 20222
FinTrust Capital Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
FLOW TRADERS U.S. LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Trellis Wealth Advisors LLC 220.20%0.22%0.23%Q4 2022Q1 20232
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
CGC Financial Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Rockbridge Investment Management, LCC 220.01%0.01%0.01%Q3 2021Q4 20212
Brooklyn FI, LLC 110.19%0.20%0.21%Q1 2022Q1 20232
Financial Gravity Asset Management, Inc. 220.00%0.02%0.03%Q2 2023Q3 20232
DIMENSIONAL FUND ADVISORS LP 220.00%0.00%0.00%Q2 2021Q3 20212
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q2 2023Q3 20232
McIlrath & Eck, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
HUTCHINSON CAPITAL MANAGEMENT/CA 220.09%0.09%0.09%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.04%0.04%0.04%Q4 2022Q2 20232
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Angeles Investment Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Cherry Tree Wealth Management, LLC 221.48%1.49%1.50%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 2210.67%11.52%12.37%Q4 2021Q1 20222
LEO BROKERAGE, LLC 220.08%0.09%0.09%Q2 2021Q3 20212
D'Orazio & Associates, Inc. 220.04%0.04%0.05%Q2 2021Q3 20212
Pettinga Financial Advisors LLC 220.10%0.11%0.13%Q2 2022Q3 20222
TFB Advisors LLC 220.12%0.23%0.34%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Walleye Capital LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Grey Fox Wealth Advisors, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
ENTERPRISE FINANCIAL SERVICES CORP 220.06%0.06%0.06%Q4 2021Q1 20222
Waverly Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
MANAGED ACCOUNT SERVICES INC 221.35%1.37%1.40%Q2 2021Q3 20212
VANCE WEALTH, INC. 220.10%0.13%0.15%Q2 2023Q3 20232
Fortis Capital Management LLC 220.24%0.26%0.27%Q1 2023Q2 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
Liberty Capital Management, Inc. 220.14%0.14%0.14%Q2 2023Q3 20232
Sterling Financial Planning, Inc. 220.10%0.10%0.10%Q2 2021Q3 20212
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2021Q3 20232
Blue Trust, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Bragg Financial Advisors, Inc 220.02%0.02%0.02%Q2 2023Q3 20232
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
Sunflower Bank, N.A. 220.06%0.06%0.06%Q3 2021Q4 20212
OLD MISSION CAPITAL LLC 220.08%0.10%0.12%Q3 2021Q4 20212
TIAA Kaspick, LLC 223.46%3.64%3.82%Q2 2021Q3 20212
Lauer Wealth, LLC 221.36%1.39%1.41%Q2 2023Q3 20232
Mosaic Family Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
USCA RIA LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Cornerstone Planning Group LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Bull Oak Capital, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.35%0.35%0.35%Q2 2021Q2 20211
Tempus Wealth Planning, LLC 110.84%0.84%0.84%Q2 2023Q2 20231
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BINGHAM OSBORN & SCARBOROUGH LLC 111.18%1.18%1.18%Q3 2021Q3 20211
LJI Wealth Management, LLC 110.93%0.93%0.93%Q4 2022Q4 20221
Corundum Group, Inc. 110.17%0.17%0.17%Q2 2021Q2 20211
STEPHENS INC /AR/ 110.02%0.02%0.02%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
First Command Advisory Services, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Lumature Wealth Partners, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
EdgeRock Capital LLC 110.05%0.05%0.05%Q3 2022Q3 20221
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q3 2021Q3 20211
BEDEL FINANCIAL CONSULTING INC 110.16%0.16%0.16%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.52%0.52%0.52%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Valued Wealth Advisors LLC 1112.78%12.78%12.78%Q4 2023Q4 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NEXT Financial Group, Inc 110.01%0.01%0.01%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
FDx Advisors, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
Argent Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Choice Wealth Advisors, LLC 117.58%7.58%7.58%Q2 2022Q2 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Rooted Wealth Advisors, Inc. 110.95%0.95%0.95%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 118.18%8.18%8.18%Q3 2023Q3 20231
Windsor Creek Advisors, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CERTUITY, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q4 2021Q4 20211
Accel Wealth Management 110.16%0.16%0.16%Q2 2023Q2 20231
Hoover Financial Advisors, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
SBK Financial, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
First Command Bank 110.77%0.77%0.77%Q2 2023Q2 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q4 2022Q4 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Truvestments Capital LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Bell Rock Capital LLC 111.93%1.93%1.93%Q2 2022Q2 20221
STONNINGTON GROUP, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
OPPENHEIMER & CO INC 110.14%0.14%0.14%Q3 2023Q3 20231
MASSMUTUAL TRUST CO FSB/ADV 110.08%0.08%0.08%Q4 2021Q4 20211
Berman Capital Advisors, LLC 110.22%0.22%0.22%Q3 2021Q3 20211
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DUBUQUE BANK & TRUST CO 110.04%0.04%0.04%Q3 2021Q3 20211
First Command Financial Services, Inc. 110.77%0.77%0.77%Q2 2023Q2 20231
Krilogy Financial LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Investment Company, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Baystate Wealth Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
USAdvisors Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Align Wealth Management, LLC 117.63%7.63%7.63%Q4 2022Q4 20221
ARGI Investment Services, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Bartlett & Co. LLC 110.01%0.01%0.01%Q4 2023Q4 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.13%0.13%0.13%Q2 2021Q2 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
IPG Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2021Q3 20211
External links

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