How many institutions own DFIS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DFIS shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Dimensional International Small Cap ETF stock?

JANNEY MONTGOMERY SCOTT LLC, in the last quarter, reduced its stake in DFIS by -0.25% restricting it's holding to 664.5 thousand shares of worth nearly $23.28M. CI PRIVATE WEALTH, LLC also lessened -84.4% of the DFIS shares from its portfolio, reducing its holding to 435.38 thousand shares of worth $15.25M. GEN FINANCIAL MANAGEMENT, INC. also shunned DFIS shares holding by -0.96% last quarter which brought its holding to 311.96 thousand shares worth $10.93M.

Investors who are buying DFIS stock?

As per its latest 13F filing, PLANNING CENTER, INC. increased its stake in DFIS by 0.37% in the last quarter. The institutional holder raised its holding to 413.17 thousand shares having worth more than $14.47M. GUARDIAN WEALTH MANAGEMENT, LLC also added 0.08% more shares of DFIS to its portfolio, raising its holding to 357 thousand shares of worth $12.51M. THREE ARCH WEALTH MANAGEMENT LLC also increased its DFIS shares holding by 7.42% which brought its holding to 383.93 thousand shares worth $13.45M.

DFIS's major insiders: who are they?

The insider with the most stakes in DFIS is N/A , N/A at the company. Additionally, DFIS stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell DFIS stock?

Company executives, directors, and other insiders own N/A percent of Dimensional International Small Cap ETF's stock. Within the last six months, there have been 0 transaction(s) in which DFIS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DFIS stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional International Small Cap ETF insiders have bought stock, totalling 0 shares

How much of DFIS does insiders own?

Around 0 Dimensional International Small Cap ETF shares are held by insiders, which represents about N/A of DFIS stock.

Who is the insider with the largest stake?

DFIS N/A, N/A holds the largest portfolio of the company's shares. DFIS shares owned by N/A total nearly -.

Which institution holds the most shares in DFIS?

PLANNING CENTER, INC. is the largest institutional owner in DFIS which holds 413.17 thousand shares worth $14.47M or 0.25% of the total DFIS shares outstanding followed by GUARDIAN WEALTH MANAGEMENT, LLC with ownership of 357 thousand shares representing 0.22% of the DFIS ownership. THREE ARCH WEALTH MANAGEMENT LLC is the third largest stakeholder with 383.93 thousand shares or 0.24% of the ownership worth more than $13.45M.

Is Dimensional International Small Cap ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DFIS is concerned, it is a stock which is optionable.

Is there a short position on DFIS's shares?

Number of DFIS shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DFIS shares are there?

As of today, null shares of DFIS are outstanding.

Is there many float in DFIS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DFIS has null shares in float.

DFIS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DFIS is null.

Dimensional International Small Cap ETF (DFIS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. PLANNING CENTER, INC. is the top corporate investor, holding 413.17K shares valued at $14.47M. A 0.25% stake in Dimensional International Small Cap ETF is owned by the company. GUARDIAN WEALTH MANAGEMENT, LLC owns 357K shares valued at $12.51M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PLANNING CENTER, INC.	0.25%	413.17K	14.47M	1.54K	+0.37%
Jun 30, 2026	GUARDIAN WEALTH MANAGEMENT, LLC	0.22%	357K	12.51M	302	+0.08%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	0.24%	383.93K	13.45M	26.52K	+7.42%
Jun 30, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.28%	453.22K	15.88M	9.04K	+2.04%
Jun 30, 2026	CLUNE & ASSOCIATES, LTD.	0.32%	515.38K	18.05M	104.64K	+25.48%
Jun 30, 2026	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.34%	550.66K	19.29M	523.91K	+1,958.39%
Jun 30, 2026	WEALTH MANAGEMENT NEBRASKA	0.36%	579.17K	20.29M	48.81K	+9.20%
Jun 30, 2026	SHORE POINT ADVISORS, LLC	0.38%	621.98K	21.79M	44.01K	+7.61%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.4%	650.64K	22.79M	650.64K	+100.00%
Jun 30, 2026	TOBIAS FINANCIAL ADVISORS, INC.	0.41%	659.58K	23.11M	43.85K	+7.12%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	664.5K	23.28M	-1.68K	-0.25%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.42%	681.89K	23.89M	681.89K	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.92%	1.5M	52.48M	80.43K	+5.67%
Jun 30, 2026	SATOVSKY ASSET MANAGEMENT LLC	0.42%	687.49K	24.08M	46.33K	+7.23%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	0.44%	708.94K	24.83M	32.06K	+4.74%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.57%	918.99K	32.19M	25.88K	+2.90%
Jun 30, 2026	CERITY PARTNERS LLC	0.78%	1.27M	44.42M	579.74K	+84.22%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.88%	1.42M	49.87M	126.58K	+9.76%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	1.07%	1.74M	60.99M	478.35K	+37.88%
Jun 30, 2026	FIRST CITIZENS BANK & TRUST CO	1.98%	3.21M	112.59M	6.24K	+0.19%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.04%	3.31M	115.91M	8.77K	+0.27%
Jun 30, 2026	MATSON MONEY. INC.	7.35%	11.92M	417.54M	0	0
Jun 30, 2026	NATIXIS ADVISORS, L.P.	8.08%	13.1M	458.85M	1.71M	+15.05%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	37.84%	61.37M	2.16B	2.62M	+4.46%
Jun 30, 2026	TILLMAN HARTLEY LLC	0.22%	350.56K	12.28M	9.26K	+2.71%
Jun 30, 2026	SVB WEALTH LLC	0.24%	383.36K	13.43M	21.53K	+5.95%
Jun 30, 2026	ABACUS PLANNING GROUP, INC.	0.24%	389.22K	13.63M	15.09K	+4.03%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.27%	435.38K	15.25M	-2.36M	-84.40%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.37%	601.71K	21.08M	245.55K	+68.95%
Jun 30, 2026	AIRE ADVISORS, LLC	0.28%	461.66K	16.17M	4.4K	+0.96%
Jun 30, 2026	DISCIPLINE WEALTH SOLUTIONS, LLC	0.63%	1.01M	35.55M	53.09K	+5.52%
Jun 30, 2026		0.21%	357K	12.51M	302	+0.08%
Jun 30, 2026	TCI WEALTH ADVISORS, INC.	0.96%	1.56M	54.72M	135.63K	+9.51%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.98%	1.58M	55.44M	666.31K	+72.72%
Jun 30, 2026	NORTHERN TRUST CORP	0.18%	309.9K	10.86M	232.59K	+300.87%
Jun 30, 2026	GEN FINANCIAL MANAGEMENT, INC.	0.19%	311.96K	10.93M	-3.04K	-0.96%
Jun 30, 2026	QUENT CAPITAL, LLC	0.19%	318.33K	11.15M	9.54K	+3.09%
Jun 30, 2026	TIMONIER FAMILY OFFICE, LTD.	0.2%	331.17K	11.6M	331.17K	+100.00%
Jun 30, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.2%	338.81K	11.87M	22.06K	+6.96%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.19%	326.84K	11.45M	285.56K	+691.74%
Jun 30, 2026	ADVISORY ALPHA, LLC	0.28%	455.57K	15.96M	32.81K	+7.76%
Jun 30, 2026	BALLENTINE CAPITAL ADVISORS, INC	0.3%	483.14K	16.92M	-9.89K	-2.01%
Jun 30, 2026	TANAGER WEALTH MANAGEMENT LLP	0.31%	502.32K	17.6M	2.76K	+0.55%
Jun 30, 2026	ALESCO ADVISORS LLC	0.36%	591.7K	20.73M	46.45K	+8.52%
Jun 30, 2026	ECLECTIC ASSOCIATES INC /ADV	0.37%	603.07K	21.13M	32.17K	+5.63%
Jun 30, 2026	COLONY GROUP, LLC	0.54%	873.17K	30.59M	42.85K	+5.16%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.6%	980.08K	34.33M	-321.17K	-24.68%
Jun 30, 2026	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.74%	1.2M	41.98M	11.83K	+1.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	1.21M	42.5M	367.86K	+43.52%
Jun 30, 2026	MATHER GROUP, LLC.	0.84%	1.36M	47.76M	-121.74K	-8.20%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	1.01%	1.64M	57.29M	516.73K	+46.19%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	1.14%	1.85M	64.94M	113.99K	+6.55%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.22%	1.98M	69.19M	133.62K	+7.26%
Jun 30, 2026	ASSETMARK, INC	1.37%	2.22M	77.91M	2.22M	+54,900.05%
Jun 30, 2026	CREATIVE PLANNING	1.49%	2.41M	84.45M	-16.19K	-0.67%
Jun 30, 2026	UBS GROUP AG	1.73%	2.8M	98.09M	2.8M	+4,590,444.26%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.88%	1.43M	50.1M	1.43M	+100.00%
Mar 31, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.27%	444.18K	14.96M	22.03K	+5.22%
Mar 31, 2026	EFFICIENT ADVISORS, LLC	0.27%	447.28K	15.06M	-393.5K	-46.80%
Mar 31, 2026	LPL FINANCIAL LLC	0.27%	450.88K	15.18M	202.93K	+81.85%
Mar 31, 2026	BALLENTINE CAPITAL ADVISORS, INC	0.3%	493.04K	16.6M	-2.16K	-0.44%
Mar 31, 2026	TANAGER WEALTH MANAGEMENT LLP	0.3%	499.56K	16.82M	9.43K	+1.92%
Mar 31, 2026	WEALTH MANAGEMENT NEBRASKA	0.32%	530.36K	17.86M	41.96K	+8.59%
Mar 31, 2026	ALESCO ADVISORS LLC	0.33%	545.26K	18.36M	7.65K	+1.42%
Mar 31, 2026	ECLECTIC ASSOCIATES INC /ADV	0.35%	570.91K	19.22M	67.55K	+13.42%
Mar 31, 2026	SHORE POINT ADVISORS, LLC	0.35%	577.97K	19.46M	233.49K	+67.78%
Mar 31, 2026	TOBIAS FINANCIAL ADVISORS, INC.	0.37%	615.74K	20.73M	44.54K	+7.80%
Mar 31, 2026		0.22%	356.7K	12.15M	-10.31K	-2.81%
Mar 31, 2026	SVB WEALTH LLC	0.22%	361.84K	12.18M	14.53K	+4.18%
Mar 31, 2026	SATOVSKY ASSET MANAGEMENT LLC	0.39%	641.16K	21.59M	631.71K	+6,686.17%
Mar 31, 2026	TCI WEALTH ADVISORS, INC.	0.86%	1.43M	48.03M	-15.05K	-1.04%
Mar 31, 2026	MATHER GROUP, LLC.	0.9%	1.49M	50M	-77.96K	-4.99%
Mar 31, 2026	MATSON MONEY. INC.	7.21%	11.92M	401.33M	-219.02K	-1.80%
Mar 31, 2026	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.72%	1.19M	39.95M	-107.65K	-8.32%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	35.54%	58.75M	1.92B	12.99M	+28.39%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	1.69%	2.79M	93.99M	189.93K	+7.30%
Mar 31, 2026	FIRST CITIZENS BANK & TRUST CO	1.94%	3.21M	108.01M	-269.31K	-7.75%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2%	3.3M	111.12M	-271.36K	-7.60%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	6.89%	11.39M	383.35M	1.72M	+17.75%
Mar 31, 2026	COLONY GROUP, LLC	0.5%	830.32K	27.96M	4.28K	+0.52%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	845.29K	28.46M	153.68K	+22.22%
Mar 31, 2026	DISCIPLINE WEALTH SOLUTIONS, LLC	0.58%	961.79K	32.38M	370.31K	+62.61%
Mar 31, 2026	ABACUS PLANNING GROUP, INC.	0.23%	374.13K	12.6M	20.42K	+5.77%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.76%	1.26M	43.12M	106.64K	+9.22%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.54%	893.11K	30.07M	276.79K	+44.91%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.55%	916.24K	30.18M	0	0
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.68%	1.12M	37.66M	81.94K	+7.90%
Mar 31, 2026	CWM, LLC	0.69%	1.13M	38.17M	87.11K	+8.32%
Mar 31, 2026	AIRE ADVISORS, LLC	0.28%	457.26K	15.4M	3.73K	+0.82%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.4%	666.18K	22.43M	20.7K	+3.21%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	0.41%	676.88K	22.79M	40.39K	+6.34%
Mar 31, 2026	CERITY PARTNERS LLC	0.42%	688.37K	23.18M	50.27K	+7.88%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.78%	1.3M	43.67M	79.21K	+6.50%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	1.05%	1.74M	58.58M	52.32K	+3.10%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.11%	1.84M	62M	78.93K	+4.48%
Mar 31, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.22%	316.75K	10.67M	8.53K	+2.77%
Mar 31, 2026	TILLMAN HARTLEY LLC	0.21%	341.3K	11.49M	9.68K	+2.92%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.21%	346.22K	11.66M	-18.99K	-5.20%
Mar 31, 2026	JANE STREET GROUP, LLC	0.77%	1.27M	42.65M	466.02K	+58.21%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.85%	1.4M	47.19M	65.5K	+4.90%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.86%	1.42M	47.73M	14.76K	+1.05%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.79%	1.3M	43.81M	87.27K	+7.19%
Mar 31, 2026	CREATIVE PLANNING	1.47%	2.43M	81.71M	9.7K	+0.40%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.26%	422.76K	14.23M	31.38K	+8.02%
Mar 31, 2026	KELLY FINANCIAL GROUP LLC	0.19%	286.29K	9.64M	-8.54K	-2.90%
Mar 31, 2026	SENTINUS, LLC	0.2%	287.95K	9.7M	5.91K	+2.10%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	0.2%	289.44K	9.75M	5.89K	+2.08%
Mar 31, 2026	JPMORGAN CHASE & CO	0.2%	294.68K	9.62M	-6.34K	-2.11%
Mar 31, 2026	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.2%	299.32K	10.08M	-2.64K	-0.87%
Mar 31, 2026	QUENT CAPITAL, LLC	0.21%	308.79K	10.4M	22.71K	+7.94%
Mar 31, 2026	GEN FINANCIAL MANAGEMENT, INC.	0.21%	315K	10.61M	8.37K	+2.73%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.22%	356.16K	11.99M	256.19K	+256.28%
Mar 31, 2026	CLUNE & ASSOCIATES, LTD.	0.25%	410.74K	13.83M	138.91K	+51.10%
Mar 31, 2026	PLANNING CENTER, INC.	0.25%	411.63K	13.86M	-20.73K	-4.79%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	32.12%	45.76M	1.51B	11.62M	+34.06%
Dec 31, 2025	MATSON MONEY. INC.	8.93%	12.14M	399.85M	-69.29K	-0.57%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	6.72%	9.67M	318.51M	1.68M	+21.05%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.63%	3.57M	117.65M	45.94K	+1.30%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	1.24%	1.69M	55.59M	84.06K	+5.24%
Dec 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.37%	503.36K	16.58M	58.64K	+13.19%
Dec 31, 2025	BALLENTINE CAPITAL ADVISORS, INC	0.36%	495.2K	16.31M	6.38K	+1.31%
Dec 31, 2025	SHORE POINT ADVISORS, LLC	0.25%	344.48K	11.35M	277.36K	+413.22%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.2%	283.55K	9.34M	39.36K	+16.12%
Dec 31, 2025	FIRST CITIZENS BANK & TRUST CO	2.42%	3.48M	114.54M	48.95K	+1.43%
Dec 31, 2025	CREATIVE PLANNING	1.7%	2.42M	79.62M	55.19K	+2.34%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.72%	1.04M	34.15M	143.12K	+16.02%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.64%	916.24K	30.18M	671.86K	+274.92%
Dec 31, 2025	EFFICIENT ADVISORS, LLC	0.62%	840.77K	27.7M	-163.27K	-16.26%
Dec 31, 2025	JANE STREET GROUP, LLC	0.59%	800.6K	26.37M	484.94K	+153.63%
Dec 31, 2025	COLONY GROUP, LLC	0.58%	826.04K	27.21M	-44.5K	-5.11%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	691.61K	22.78M	83.23K	+13.68%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	0.47%	636.49K	20.97M	26.22K	+4.30%
Dec 31, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.22%	301.96K	9.95M	23.51K	+8.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.23%	1.76M	58.06M	72.53K	+4.29%
Dec 31, 2025	MATHER GROUP, LLC.	1.09%	1.56M	51.49M	-64.69K	-3.97%
Dec 31, 2025	TCI WEALTH ADVISORS, INC.	1.06%	1.44M	47.48M	22.05K	+1.55%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.81%	1.16M	38.08M	195.54K	+20.36%
Dec 31, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.4%	571.2K	18.82M	113.82K	+24.89%
Dec 31, 2025	ALESCO ADVISORS LLC	0.4%	537.6K	17.71M	71.46K	+15.33%
Dec 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.36%	490.14K	16.15M	28.25K	+6.12%
Dec 31, 2025	WEALTH MANAGEMENT NEBRASKA	0.36%	488.4K	16.09M	33.25K	+7.30%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.98%	1.34M	44.01M	37.1K	+2.86%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.97%	1.4M	46.21M	45.82K	+3.38%
Dec 31, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.9%	1.29M	42.63M	-25.93K	-1.96%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.9%	1.22M	40.11M	42.24K	+3.59%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.85%	1.16M	38.11M	0	0
Dec 31, 2025	SAVANT CAPITAL, LLC	0.84%	1.21M	39.99M	-654.71K	-35.04%
Dec 31, 2025	QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP	0.21%	286.08K	9.42B	286.08K	+100.00%
Dec 31, 2025	QUENT CAPITAL, LLC	0.21%	286.08K	9.42M	26.34K	+10.14%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.2%	275.8K	9.08M	8.47K	+3.17%
Dec 31, 2025	SVB WEALTH LLC	0.26%	347.31K	11.44M	133.23K	+62.24%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.91%	2.6M	85.69M	-554.77K	-17.58%
Dec 31, 2025	CERITY PARTNERS LLC	0.44%	638.09K	21.02M	35.98K	+5.98%
Dec 31, 2025	JPMORGAN CHASE & CO	0.22%	301.02K	9.92M	8.58K	+2.93%
Dec 31, 2025	KELLY FINANCIAL GROUP LLC	0.22%	294.83K	9.71M	7.9K	+2.75%
Dec 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.21%	308.23K	10.15M	1.04K	+0.34%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	645.48K	21.26M	13.95K	+2.21%
Dec 31, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.44%	591.48K	19.48M	258.78K	+77.78%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	616.32K	20.3M	395.07K	+178.56%
Dec 31, 2025	PLANNING CENTER, INC.	0.32%	432.36K	14.24M	-32.17K	-6.93%
Dec 31, 2025	ABACUS PLANNING GROUP, INC.	0.26%	353.71K	11.65M	19.8K	+5.93%
Dec 31, 2025		0.25%	355.5K	11.71M	355.5K	+100.00%
Dec 31, 2025	TIMONIER FAMILY OFFICE, LTD.	0.24%	330.67K	10.89M	10.64K	+3.32%
Dec 31, 2025	TILLMAN HARTLEY LLC	0.23%	331.63K	10.92M	-3.49K	-1.04%
Dec 31, 2025	GEN FINANCIAL MANAGEMENT, INC.	0.23%	306.63K	10.1M	250.06K	+442.06%
Dec 31, 2025	CWM, LLC	0.73%	1.05M	34.47M	1.04M	+12,986.44%
Dec 31, 2025	AIRE ADVISORS, LLC	0.32%	453.53K	14.94M	5.97K	+1.33%
Dec 31, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.29%	422.15K	13.91M	24.13K	+6.06%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.27%	391.38K	12.89M	10.81K	+2.84%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.27%	365.21K	12.03M	-5.99K	-1.61%
Sep 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.19%	244.84K	7.74M	-4.41K	-1.77%
Sep 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.2%	254.22K	8.04M	-1.52K	-0.59%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.21%	267.33K	8.46M	10.93K	+4.26%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	6.23%	7.99M	252.67M	7.9M	+8,665.47%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.75%	3.53M	111.51M	593.91K	+20.26%
Sep 30, 2025	FIRST CITIZENS BANK & TRUST CO	2.67%	3.43M	108.43M	571.83K	+20.02%
Sep 30, 2025	SAVANT CAPITAL, LLC	1.46%	1.87M	59.11M	-245.36K	-11.60%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.32%	1.69M	53.46M	-80.35K	-4.54%
Sep 30, 2025	MATHER GROUP, LLC.	1.27%	1.63M	51.49M	-215.84K	-11.71%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	1.25%	1.6M	50.72M	51.82K	+3.34%
Sep 30, 2025	TCI WEALTH ADVISORS, INC.	1.11%	1.42M	44.9M	-1.21K	-0.09%
Sep 30, 2025	BANK OF MONTREAL /CAN/	1.06%	1.36M	42.93M	113.16K	+9.10%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.9%	1.16M	36.59M	-2K	-0.17%
Sep 30, 2025	TOTAL WEALTH PLANNING, LLC	0.9%	1.14M	35.96M	53.02K	+4.89%
Sep 30, 2025	EFFICIENT ADVISORS, LLC	0.78%	1M	31.76M	15.2K	+1.54%
Sep 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.35%	444.72K	14.07M	73.59K	+19.83%
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.31%	398.01K	12.59M	43.78K	+12.36%
Sep 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.26%	332.71K	10.52M	26.55K	+8.67%
Sep 30, 2025	PLANNING CENTER, INC.	0.36%	464.53K	14.69M	-4.38K	-0.93%
Sep 30, 2025	AIRE ADVISORS, LLC	0.35%	447.57K	14.16M	6.41K	+1.45%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.21%	269.53K	8.53M	144.5K	+115.57%
Sep 30, 2025	TILLMAN HARTLEY LLC	0.26%	335.12K	10.6M	-102	-0.03%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.29%	371.2K	11.74M	-24.48K	-6.19%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.3%	380.57K	12.08M	18.72K	+5.17%
Sep 30, 2025	JANE STREET GROUP, LLC	0.25%	315.66K	9.98M	285.4K	+943.05%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	631.53K	19.98M	631.53K	+100.00%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	1.01%	1.3M	41.09M	126.76K	+10.81%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	26.62%	34.13M	1.07B	15.43M	+82.51%
Sep 30, 2025	ABACUS PLANNING GROUP, INC.	0.26%	333.91K	10.56M	62.24K	+22.91%
Sep 30, 2025	ALESCO ADVISORS LLC	0.36%	466.14K	14.74M	71.61K	+18.15%
Sep 30, 2025	BALLENTINE CAPITAL ADVISORS, INC	0.38%	488.82K	15.46M	1.47K	+0.30%
Sep 30, 2025	CERITY PARTNERS LLC	0.47%	602.11K	19.04M	75.19K	+14.27%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	608.38K	19.24M	15.12K	+2.55%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	0.48%	610.28K	19.3M	14.29K	+2.40%
Sep 30, 2025	COLONY GROUP, LLC	0.68%	870.54K	27.54M	89.95K	+11.52%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.7%	893.59K	28.26M	257.3K	+40.44%
Sep 30, 2025	MATSON MONEY. INC.	9.52%	12.21M	386.14M	-267.88K	-2.15%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.75%	960.56K	30.38M	389.3K	+68.15%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.92%	1.18M	37.18M	144.05K	+13.97%
Sep 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	1.03%	1.32M	41.76M	-25.23K	-1.88%
Sep 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.36%	457.38K	14.47M	40.12K	+9.61%
Sep 30, 2025	TIMONIER FAMILY OFFICE, LTD.	0.25%	320.04K	10.12M	27.78K	+9.50%
Sep 30, 2025	WEALTH MANAGEMENT NEBRASKA	0.35%	455.15K	14.4M	30.17K	+7.10%
Sep 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.36%	461.89K	14.61M	60.1K	+14.96%
Sep 30, 2025	CREATIVE PLANNING	1.84%	2.36M	74.71M	272.77K	+13.06%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	2.46%	3.16M	99.83M	-187.5K	-5.61%
Sep 30, 2025	QUENT CAPITAL, LLC	0.2%	259.74K	8.22M	33.48K	+14.80%
Sep 30, 2025	KELLY FINANCIAL GROUP LLC	0.22%	286.93K	9.08M	-2.86K	-0.99%
Sep 30, 2025	JPMORGAN CHASE & CO	0.23%	292.44K	9.25M	-6.13K	-2.05%
Sep 30, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.24%	307.19K	9.72M	-4.39K	-1.41%
Sep 30, 2025	CLUNE & ASSOCIATES, LTD.	0.2%	261.16K	8.26M	6.47K	+2.54%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.22%	282.89K	8.95M	26.96K	+10.53%
Sep 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.22%	278.45K	8.81M	16.22K	+6.18%
Sep 30, 2025	PERRITT CAPITAL MANAGEMENT INC	0.22%	282.48K	8.93M	-36.32K	-11.39%
Sep 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.18%	227.25K	7.19M	20.03K	+9.66%
Sep 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.18%	232.63K	7.36M	35.42K	+17.96%
Sep 30, 2025	DISCIPLINED INVESTMENTS, LLC	0.18%	236.01K	7.47M	10.24K	+4.54%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.19%	244.19K	7.72M	2.14K	+0.88%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0.19%	244.38K	7.73M	244.38K	+100.00%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.22%	242.05K	7.22M	-27.91K	-10.34%
Jun 30, 2025	QUENT CAPITAL, LLC	0.21%	226.26K	6.75M	192.33K	+566.70%
Jun 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.23%	249.25K	7.44M	35.04K	+16.36%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.53%	571.26K	17.05M	571.26K	+100.00%
Jun 30, 2025	ABACUS PLANNING GROUP, INC.	0.25%	271.67K	8.11M	20.84K	+8.31%
Jun 30, 2025		0.23%	254.68K	7.6M	21.66K	+9.30%
Jun 30, 2025	JPMORGAN CHASE & CO	0.28%	298.56K	8.91M	18.75K	+6.70%
Jun 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.28%	306.16K	9.14M	13.09K	+4.47%
Jun 30, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.29%	311.58K	9.3M	6.24K	+2.04%
Jun 30, 2025	PERRITT CAPITAL MANAGEMENT INC	0.29%	318.8K	9.51M	1.68K	+0.53%
Jun 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.24%	255.73K	7.63M	2.04K	+0.80%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.24%	255.93K	7.64M	-1.94K	-0.75%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.24%	256.41K	7.65M	-746	-0.29%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	0.55%	595.98K	17.78M	10.7K	+1.83%
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.59%	636.29K	18.99M	27.93K	+4.59%
Jun 30, 2025	COLONY GROUP, LLC	0.72%	780.59K	23.29M	-35.82K	-4.39%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.95%	1.03M	30.78M	1.03M	+100.00%
Jun 30, 2025	CLUNE & ASSOCIATES, LTD.	0.23%	254.68K	7.6M	21.66K	+9.30%
Jun 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.24%	262.23K	7.82M	10.15K	+4.03%
Jun 30, 2025	KELLY FINANCIAL GROUP LLC	0.27%	289.79K	8.65M	19.7K	+7.29%
Jun 30, 2025	TIMONIER FAMILY OFFICE, LTD.	0.27%	292.26K	8.72M	28.95K	+11.00%
Jun 30, 2025	WEALTH MANAGEMENT NEBRASKA	0.39%	424.99K	12.63M	27.49K	+6.92%
Jun 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	1.24%	1.35M	40.15M	-15.96K	-1.17%
Jun 30, 2025	TCI WEALTH ADVISORS, INC.	1.31%	1.42M	42.39M	9.26K	+0.66%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	1.43%	1.55M	46.3M	111.55K	+7.75%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.63%	1.77M	52.83M	69.48K	+4.08%
Jun 30, 2025	BALLENTINE CAPITAL ADVISORS, INC	0.45%	487.34K	14.54M	-6.27K	-1.27%
Jun 30, 2025	AIRE ADVISORS, LLC	0.41%	441.16K	13.16M	-9.83K	-2.18%
Jun 30, 2025	PLANNING CENTER, INC.	0.43%	468.91K	13.99M	-8.24K	-1.73%
Jun 30, 2025	MATHER GROUP, LLC.	1.7%	1.84M	55.01M	-9.57M	-83.85%
Jun 30, 2025	CREATIVE PLANNING	1.93%	2.09M	62.34M	284.17K	+15.74%
Jun 30, 2025	EFFICIENT ADVISORS, LLC	0.91%	988.85K	29.51M	-38.85K	-3.78%
Jun 30, 2025	TOTAL WEALTH PLANNING, LLC	1%	1.08M	32.34M	13.15K	+1.23%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	1.07%	1.16M	34.58M	-2.7K	-0.23%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	1.08%	1.17M	34.98M	39.76K	+3.51%
Jun 30, 2025	BANK OF MONTREAL /CAN/	1.15%	1.24M	37.12M	44.14K	+3.68%
Jun 30, 2025	SAVANT CAPITAL, LLC	1.95%	2.11M	63.09M	340.05K	+19.17%
Jun 30, 2025	FIRST CITIZENS BANK & TRUST CO	2.63%	2.86M	85.23M	-933.83K	-24.64%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.7%	2.93M	87.48M	-971.41K	-24.89%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	3.08%	3.34M	99.78M	-246.03K	-6.85%
Jun 30, 2025	MATSON MONEY. INC.	11.5%	12.48M	372.28M	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	17.24%	18.7M	555.95M	290.67K	+1.58%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.18%	192.78K	5.75M	-22.4K	-10.41%
Jun 30, 2025	SYVERSON STREGE & CO	0.18%	193.6K	5.78M	141.72K	+273.14%
Jun 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.18%	197.21K	5.88M	25.66K	+14.96%
Jun 30, 2025	TILLMAN HARTLEY LLC	0.31%	335.22K	10M	-6.33K	-1.85%
Jun 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.33%	354.23K	10.57M	173.94K	+96.47%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.33%	361.85K	10.8M	22.31K	+6.57%
Jun 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.37%	401.79K	11.99M	83.01K	+26.04%
Jun 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.38%	417.26K	12.45M	3.51K	+0.85%
Jun 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.19%	207.22K	6.18M	207.22K	+100.00%
Jun 30, 2025	DISCIPLINED INVESTMENTS, LLC	0.21%	225.77K	6.74M	28.22K	+14.28%
Jun 30, 2025	CERITY PARTNERS LLC	0.49%	526.93K	15.72M	38.07K	+7.79%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.55%	593.26K	17.7M	588.74K	+13,016.47%
Jun 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.34%	371.13K	11.07M	53.19K	+16.73%
Jun 30, 2025	ALESCO ADVISORS LLC	0.36%	394.53K	11.77M	32.08K	+8.85%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.36%	395.68K	11.81M	-42.03K	-9.60%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	1.17%	1.13M	29.26M	-14.92K	-1.30%
Mar 31, 2025	TOTAL WEALTH PLANNING, LLC	1.11%	1.07M	27.67M	56.76K	+5.60%
Mar 31, 2025	EFFICIENT ADVISORS, LLC	1.07%	1.03M	26.56M	-11.75K	-1.13%
Mar 31, 2025	CITADEL ADVISORS LLC	0.88%	849.81K	21.96M	849.81K	+100.00%
Mar 31, 2025	COLONY GROUP, LLC	0.85%	816.41K	21.1M	526.84K	+181.94%
Mar 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.63%	608.36K	15.72M	103.24K	+20.44%
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.24%	1.2M	31M	76.2K	+6.78%
Mar 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.33%	317.94K	8.22M	112.14K	+54.49%
Mar 31, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.3%	293.07K	7.57M	6.19K	+2.16%
Mar 31, 2025	JPMORGAN CHASE & CO	0.29%	279.82K	7.23M	5.46K	+1.99%
Mar 31, 2025	SVB WEALTH LLC	0.25%	243.51K	6.29M	243.51K	+100.00%
Mar 31, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.43%	413.75K	10.69M	70.71K	+20.61%
Mar 31, 2025	SAVANT CAPITAL, LLC	1.84%	1.77M	45.85M	-300.86K	-14.50%
Mar 31, 2025	ABACUS PLANNING GROUP, INC.	0.26%	250.83K	6.48M	18.43K	+7.93%
Mar 31, 2025		0.24%	233.02K	6.02M	12.76K	+5.80%
Mar 31, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.26%	253.7K	6.56M	-18.96K	-6.95%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.27%	257.15K	6.89M	20.65K	+8.73%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.27%	257.87K	6.66M	7.59K	+3.03%
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.28%	269.96K	6.98M	-72.16K	-21.09%
Mar 31, 2025	AIRE ADVISORS, LLC	0.47%	450.99K	11.65M	25.84K	+6.08%
Mar 31, 2025	ALESCO ADVISORS LLC	0.38%	362.46K	9.37M	35.05K	+10.70%
Mar 31, 2025	JANE STREET GROUP, LLC	0.34%	331.84K	8.57M	208.4K	+168.83%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.51%	487.73K	12.6M	196.61K	+67.53%
Mar 31, 2025	PLANNING CENTER, INC.	0.49%	477.15K	12.33M	20.62K	+4.52%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	19.09%	18.41M	481.38M	695.23K	+3.92%
Mar 31, 2025	MATSON MONEY. INC.	12.93%	12.48M	322.38M	60.83K	+0.49%
Mar 31, 2025	MATHER GROUP, LLC.	11.83%	11.42M	294.99M	737.58K	+6.91%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	4.05%	3.9M	100.86M	3.9M	+100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	3.72%	3.59M	92.76M	-229.45K	-6.01%
Mar 31, 2025	CREATIVE PLANNING	1.85%	1.81M	46.64M	-44.28K	-2.39%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	0.61%	585.29K	15.12M	15.4K	+2.70%
Mar 31, 2025	CORRIGAN FINANCIAL, INC.	0.61%	590.89K	15.27M	109.03K	+22.63%
Mar 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	1.2%	1.16M	30.01M	-6.25K	-0.54%
Mar 31, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	1.41%	1.36M	35.18M	127.03K	+10.29%
Mar 31, 2025	BALLENTINE CAPITAL ADVISORS, INC	0.51%	493.61K	12.75M	11.2K	+2.32%
Mar 31, 2025	CERITY PARTNERS LLC	0.51%	488.86K	12.63M	33.07K	+7.26%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.45%	437.7K	11.31M	-26.79K	-5.77%
Mar 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.33%	318.77K	8.24M	84.8K	+36.24%
Mar 31, 2025	FIRST CITIZENS BANK & TRUST CO	3.93%	3.79M	97.94M	3.79M	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.76%	1.7M	43.95M	51.87K	+3.15%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	1.49%	1.44M	37.21M	58.71K	+4.25%
Mar 31, 2025	TILLMAN HARTLEY LLC	0.35%	341.55K	8.83M	14.92K	+4.57%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.35%	339.54K	8.77M	112.66K	+49.65%
Mar 31, 2025	PERRITT CAPITAL MANAGEMENT INC	0.33%	317.12K	8.19M	-1.34K	-0.42%
Mar 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.32%	305.34K	7.89M	145.32K	+90.81%
Mar 31, 2025	TCI WEALTH ADVISORS, INC.	1.46%	1.41M	36.47M	118.17K	+9.14%

Frequently Asked Questions