How many institutions own DFSB 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 DFSB shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Dimensional - Global Sustainability Fixed Income ETF stock?

MIRACLE MILE ADVISORS, LLC, in the last quarter, reduced its stake in DFSB by -0.46% restricting it's holding to 327.65 thousand shares of worth nearly $16.97M. BUCKINGHAM STRATEGIC PARTNERS also lessened -55.03% of the DFSB shares from its portfolio, reducing its holding to 41.56 thousand shares of worth $2.15M. JANE STREET GROUP, LLC also shunned DFSB shares holding by -45.87% last quarter which brought its holding to 62.76 thousand shares worth $3.25M.

Investors who are buying DFSB stock?

As per its latest 13F filing, PLANNING CENTER, INC. increased its stake in DFSB by 15.43% in the last quarter. The institutional holder raised its holding to 184.21 thousand shares having worth more than $9.54M. REHMANN CAPITAL ADVISORY GROUP also added 6.36% more shares of DFSB to its portfolio, raising its holding to 14.43 thousand shares of worth $747.27K. ABACUS WEALTH PARTNERS, LLC also increased its DFSB shares holding by 7.87% which brought its holding to 2.43 million shares worth $125.92M.

DFSB's major insiders: who are they?

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

Did an insider recently sell DFSB stock?

Company executives, directors, and other insiders own N/A percent of Dimensional - Global Sustainability Fixed Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which DFSB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DFSB stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional - Global Sustainability Fixed Income ETF insiders have bought stock, totalling 0 shares

How much of DFSB does insiders own?

Around 0 Dimensional - Global Sustainability Fixed Income ETF shares are held by insiders, which represents about N/A of DFSB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DFSB?

PLANNING CENTER, INC. is the largest institutional owner in DFSB which holds 184.21 thousand shares worth $9.54M or 1.6% of the total DFSB shares outstanding followed by REHMANN CAPITAL ADVISORY GROUP with ownership of 14.43 thousand shares representing 0.13% of the DFSB ownership. ABACUS WEALTH PARTNERS, LLC is the third largest stakeholder with 2.43 million shares or 21.13% of the ownership worth more than $125.92M.

Is Dimensional - Global Sustainability Fixed Income 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 DFSB is concerned, it is a stock which is not optionable.

Is there a short position on DFSB's shares?

Number of DFSB 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 DFSB shares are there?

As of today, null shares of DFSB are outstanding.

Is there many float in DFSB 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, DFSB has null shares in float.

DFSB 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 DFSB is null.

Dimensional - Global Sustainability Fixed Income ETF (DFSB) 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

OptionableNo

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 184.21K shares valued at $9.54M. A 1.6% stake in Dimensional - Global Sustainability Fixed Income ETF is owned by the company. REHMANN CAPITAL ADVISORY GROUP owns 14.43K shares valued at $747.27K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	PLANNING CENTER, INC.	1.6%	184.21K	9.54M	24.62K	+15.43%
Dec 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.13%	14.43K	747.27K	863	+6.36%
Dec 31, 2025	ABACUS WEALTH PARTNERS, LLC	21.13%	2.43M	125.92M	177.27K	+7.87%
Dec 31, 2025	MASECO LLP	14.91%	1.72M	88.82M	116.42K	+7.28%
Dec 31, 2025	VESTMENT FINANCIAL LLC	0.1%	11.58K	602.67K	1.52K	+15.14%
Dec 31, 2025	WPWEALTH LLP	0.1%	11.46K	593.46K	322	+2.89%
Dec 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.09%	10.48K	542.92K	259	+2.53%
Dec 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.09%	10.02K	518.97K	1.4K	+16.18%
Dec 31, 2025	VON BORSTEL & ASSOCIATES, INC.	0.08%	9.43K	488K	1.44K	+17.94%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	2.85%	327.65K	16.97M	-1.52K	-0.46%
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	4.48%	515.11K	26.68M	28.06K	+5.76%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	6.29%	742.21K	38.45M	125.31K	+20.31%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	11.21K	580.73M	0	0
Dec 31, 2025	SIMPLICITY WEALTH,LLC	2.21%	254.28K	13.17M	254.28K	+100.00%
Dec 31, 2025	CURIO WEALTH, LLC	0.18%	20.79K	1.08M	2.77K	+15.36%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.24%	27.95K	1.45M	605	+2.21%
Dec 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.22%	25.78K	1.34M	0	0
Dec 31, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.23%	26.09K	1.35M	1.27K	+5.13%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.25%	29.56K	1.53M	941	+3.29%
Dec 31, 2025	BETTERWEALTH, LLC	0.13%	15.36K	795.82K	712	+4.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	13.74K	712K	660	+5.04%
Dec 31, 2025	CONCORD WEALTH PARTNERS	0.12%	13.49K	698.92K	877	+6.95%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.35%	41.56K	2.15M	-50.87K	-55.03%
Dec 31, 2025	LPL FINANCIAL LLC	0.35%	41.66K	2.16M	2.6K	+6.66%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.38%	45.35K	2.35M	32.07K	+241.51%
Dec 31, 2025	SUMMIT WEALTH GROUP LLC / CO	0.42%	48.43K	2.51M	48.43K	+100.00%
Dec 31, 2025	BETTERMENT LLC	0.47%	55.18K	2.86M	12.98K	+30.76%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.05%	120.42K	6.24M	1.24K	+1.04%
Dec 31, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	1.49%	176.85K	9.16M	17.1K	+10.70%
Dec 31, 2025	MASON & ASSOCIATES INC	0.14%	15.87K	822.27K	15.87K	+100.00%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.13%	15.46K	800.65K	71	+0.46%
Dec 31, 2025	WEALTH ADVISORS NORTHWEST LLC	0.14%	16.39K	848.76K	3.55K	+27.61%
Dec 31, 2025	SEEDS INVESTOR LLC	2.01%	230.71K	11.95M	26.23K	+12.83%
Dec 31, 2025	SEI INVESTMENTS CO	2.07%	245.68K	12.73M	24.87K	+11.26%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	10.99K	569.34K	144	+1.33%
Dec 31, 2025	RAM INVESTMENT PARTNERS, LLC	0.5%	59.08K	3.06M	7.52K	+14.58%
Dec 31, 2025	JANE STREET GROUP, LLC	0.55%	62.76K	3.25M	-53.17K	-45.87%
Dec 31, 2025	ARCHER INVESTMENT MANAGEMENT, LLC	0.62%	71.62K	3.71M	-17.51K	-19.64%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.65%	76.64K	3.97M	12.98K	+20.38%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	14.07K	728.57K	3.42K	+32.15%
Dec 31, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.76%	86.88K	4.5M	2.32K	+2.74%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.81%	92.78K	4.81M	1.75K	+1.92%
Dec 31, 2025	APELLA CAPITAL, LLC	1.12%	128.56K	6.66M	19.11K	+17.46%
Dec 31, 2025	CITRINE CAPITAL LLC	1.39%	159.56K	8.26M	13.52K	+9.26%
Dec 31, 2025	GEOMETRIC WEALTH ADVISORS	0.11%	13.23K	685.47K	308	+2.38%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.11%	13.2K	683.55K	0	0
Dec 31, 2025	DELAP WEALTH ADVISORY, LLC	0.11%	13.21K	684.49K	5.07K	+62.25%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.12%	13.58K	707.41K	8	+0.06%
Dec 31, 2025	STRATHMORE CAPITAL ADVISORS, INC.	0.15%	17.47K	904.82K	319	+1.86%
Dec 31, 2025		0.12%	13.96K	723.08K	13.96K	+100.00%
Dec 31, 2025	FLAGSTONE FINANCIAL MANAGEMENT	0.15%	17.89K	926.54K	898	+5.29%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	19.47K	1.01M	1.18K	+6.46%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.11%	12.53K	649.02K	12.53K	+100.00%
Dec 31, 2025	BABB WEALTH ADVISORS LLC	0.19%	22.95K	1.19M	5.3K	+30.01%
Dec 31, 2025	SKYLINE ADVISORS, INC.	0.2%	22.79K	1.18M	2.51K	+12.38%
Dec 31, 2025	MOMENTOUS WEALTH MANAGEMENT, INC.	1.47%	173.22K	8.97M	13.38K	+8.37%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	18.29K	974K	558	+3.15%
Sep 30, 2025	CURIO WEALTH, LLC	0.17%	18.02K	959.98K	101	+0.56%
Sep 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.13%	13.56K	722.5K	4.07K	+42.86%
Sep 30, 2025	SUMMIT WEALTH GROUP, LLC	0.08%	8.01K	426.48K	-54	-0.67%
Sep 30, 2025	SHORE POINT ADVISORS, LLC	0.07%	7.42K	395.32K	338	+4.77%
Sep 30, 2025	RAM INVESTMENT PARTNERS, LLC	0.49%	51.57K	2.75M	2.63K	+5.38%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.13%	13.2K	702.95K	-16	-0.12%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	13.08K	697K	-20.01K	-60.47%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	11.21K	597.29K	1.6K	+16.59%
Sep 30, 2025	WPWEALTH LLP	0.11%	11.14K	593.17K	0	0
Sep 30, 2025	WEALTH ADVISORS NORTHWEST LLC	0.12%	12.84K	683.99K	2.23K	+21.01%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0.12%	12.62K	672.06K	0	0
Sep 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.1%	10.22K	538.05K	-1.17K	-10.23%
Sep 30, 2025	VESTMENT FINANCIAL LLC	0.1%	10.06K	537.25K	1.03K	+11.37%
Sep 30, 2025	BABB WEALTH ADVISORS LLC	0.17%	17.66K	940.48K	6	+0.03%
Sep 30, 2025	STRATHMORE CAPITAL ADVISORS, INC.	0.16%	17.15K	913.55M	0	0
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.15%	15.39K	819.56K	1.46K	+10.51%
Sep 30, 2025	BETTERWEALTH, LLC	0.14%	14.65K	780.44K	520	+3.68%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	10.85K	577.82K	95	+0.88%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	10.64K	566.95K	-11	-0.10%
Sep 30, 2025	XY PLANNING NETWORK, INC.	0.07%	7.05K	369.79K	0	0
Sep 30, 2025	BETTERMENT LLC	0.4%	42.2K	2.25M	12.84K	+43.72%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.39%	41.28K	2.2M	41.28K	+100.00%
Sep 30, 2025	FLAGSTONE FINANCIAL MANAGEMENT	0.16%	16.99K	905.01K	4.52K	+36.24%
Sep 30, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.24%	24.82K	1.32M	209	+0.85%
Sep 30, 2025	SKYLINE ADVISORS, INC.	0.19%	20.28K	1.08M	421	+2.12%
Sep 30, 2025	GEOMETRIC WEALTH ADVISORS	0.12%	12.93K	688.53K	1.65K	+14.58%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	5.9%	616.9K	32.86M	573.7K	+1,327.82%
Sep 30, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	1.53%	159.75K	8.51M	31.29K	+24.36%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	1.14%	119.19K	6.35M	14.33K	+13.67%
Sep 30, 2025	JANE STREET GROUP, LLC	1.11%	115.93K	6.18M	115.93K	+100.00%
Sep 30, 2025	APELLA CAPITAL, LLC	1.05%	109.45K	5.89M	23.79K	+27.77%
Sep 30, 2025	RW INVESTMENT MANAGEMENT LLC	0.14%	14.65K	780.25K	443	+3.12%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.13%	13.57K	717.45K	13.57K	+100.00%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.08%	8.16K	434.9K	2.89K	+54.71%
Sep 30, 2025	DELAP WEALTH ADVISORY, LLC	0.08%	8.14K	434.48K	2	+0.02%
Sep 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.1%	9.94K	529.33K	0	0
Sep 30, 2025	ASPEN CAPITAL MANAGEMENT, LLC	0.09%	9.87K	525.74K	-368	-3.59%
Sep 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.08%	8.62K	459.38K	383	+4.65%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.88%	92.43K	4.9M	39.82K	+75.68%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.87%	91.03K	4.86M	7.5K	+8.98%
Sep 30, 2025	ARCHER INVESTMENT MANAGEMENT, LLC	0.85%	89.13K	4.75M	2.49K	+2.88%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	13.28K	707.43K	13.28K	+100.00%
Sep 30, 2025	ABACUS WEALTH PARTNERS, LLC	21.54%	2.25M	120.05M	154.8K	+7.38%
Sep 30, 2025	MASECO LLP	15.28%	1.6M	85.15M	143.39K	+9.85%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	4.65%	487.05K	25.95M	33.49K	+7.38%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	3.15%	329.16K	17.53M	329.16K	+100.00%
Sep 30, 2025	SEI INVESTMENTS CO	2.11%	220.81K	11.76M	29.82K	+15.61%
Sep 30, 2025	SEEDS INVESTOR LLC	1.95%	204.49K	10.89M	17.98K	+9.64%
Sep 30, 2025	MOMENTOUS WEALTH MANAGEMENT, INC.	1.53%	159.83K	8.51M	2.27K	+1.44%
Sep 30, 2025	PLANNING CENTER, INC.	1.53%	159.59K	8.5M	909	+0.57%
Sep 30, 2025	CITRINE CAPITAL LLC	1.4%	146.04K	7.78M	3.72K	+2.61%
Sep 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.81%	84.56K	4.5M	8.45K	+11.11%
Sep 30, 2025	LPL FINANCIAL LLC	0.37%	39.06K	2.08M	2.77K	+7.63%
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.27%	28.62K	1.52M	4.72K	+19.74%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.26%	27.34K	1.46M	1.09K	+4.16%
Sep 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.25%	25.78K	1.37M	2.06K	+8.66%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.61%	63.67K	3.39M	9.87K	+18.34%
Jun 30, 2025	SKYLINE ADVISORS, INC.	0.21%	19.86K	1.04M	1.39K	+7.52%
Jun 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.12%	11.39K	597.02K	-885	-7.21%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.1%	9.49K	497.77K	-11	-0.12%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	9.44K	495.06K	2.94K	+45.31%
Jun 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.09%	8.24K	432.06K	-593	-6.71%
Jun 30, 2025	DELAP WEALTH ADVISORY, LLC	0.09%	8.14K	426.89K	-97	-1.18%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	10.65K	558.58K	0	0
Jun 30, 2025	ALTIORA FINANCIAL GROUP, LLC	0.11%	10K	524.3K	0	0
Jun 30, 2025	GEOMETRIC WEALTH ADVISORS	0.12%	11.28K	591.42K	-432	-3.69%
Jun 30, 2025	WPWEALTH LLP	0.12%	11.14K	583.82K	-598	-5.10%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	10.75K	563.73K	365	+3.51%
Jun 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.1%	9.94K	520.98K	0	0
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	22.09%	2.1M	110.04M	6.46K	+0.31%
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	4.77%	453.56K	23.78M	-2.68K	-0.59%
Jun 30, 2025	SEI INVESTMENTS CO	2.01%	190.99K	10.01M	16.48K	+9.44%
Jun 30, 2025	SEEDS INVESTOR LLC	1.96%	186.51K	9.78M	-10.11K	-5.14%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.1%	104.86K	5.5M	-22.62K	-17.74%
Jun 30, 2025	BETTERWEALTH, LLC	0.15%	14.13K	740.87K	584	+4.31%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.15%	13.92K	729.93K	213	+1.55%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.14%	13.21K	692.71K	9	+0.07%
Jun 30, 2025	PLANNING CENTER, INC.	1.67%	158.68K	8.32M	11.45K	+7.78%
Jun 30, 2025		0.11%	10.24K	536.74K	5.73K	+127.09%
Jun 30, 2025	MASECO LLP	15.32%	1.46M	76.32M	1.46M	+100.00%
Jun 30, 2025	BLUE OAK CAPITAL, LLC	3.52%	334.1K	17.52M	16.04K	+5.04%
Jun 30, 2025	MOMENTOUS WEALTH MANAGEMENT, INC.	1.66%	157.57K	8.26M	11.51K	+7.88%
Jun 30, 2025	CITRINE CAPITAL LLC	1.5%	142.32K	7.46M	7.15K	+5.29%
Jun 30, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	1.35%	128.46K	6.74M	38.88K	+43.39%
Jun 30, 2025	ARCHER INVESTMENT MANAGEMENT, LLC	0.91%	86.64K	4.54M	1.33K	+1.56%
Jun 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.8%	76.11K	3.99M	10.25K	+15.56%
Jun 30, 2025	SUMMIT WEALTH GROUP LLC / CO	0.38%	36.41K	1.91M	36.41K	+100.00%
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.25%	23.9K	1.25M	-2.94K	-10.94%
Jun 30, 2025	CURIO WEALTH, LLC	0.19%	17.92K	939.55K	17.91K	+179,100.00%
Jun 30, 2025	BABB WEALTH ADVISORS LLC	0.19%	17.65K	925.34K	-148	-0.83%
Jun 30, 2025	STRATHMORE CAPITAL ADVISORS, INC.	0.18%	17.15K	896.4M	17.15K	+100.00%
Jun 30, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.13%	12.62K	661.46K	12.62K	+100.00%
Jun 30, 2025	WEALTH ADVISORS NORTHWEST LLC	0.11%	10.61K	556.34K	354	+3.45%
Jun 30, 2025	ASPEN CAPITAL MANAGEMENT, LLC	0.11%	10.24K	536.74K	5.73K	+127.09%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.13%	12.62K	661.46K	0	0
Jun 30, 2025	FLAGSTONE FINANCIAL MANAGEMENT	0.13%	12.47K	653.8K	3.56K	+39.97%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	11.82K	619.8K	-106	-0.89%
Jun 30, 2025	RW INVESTMENT MANAGEMENT LLC	0.15%	14.2K	744.72K	0	0
Jun 30, 2025	APELLA CAPITAL, LLC	0.9%	85.66K	4.47M	7.02K	+8.93%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.88%	83.53K	4.37M	2.68K	+3.32%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.57%	53.8K	2.82M	-9.3K	-14.74%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.55%	52.61K	2.76M	5.28K	+11.16%
Jun 30, 2025	RAM INVESTMENT PARTNERS, LLC	0.51%	48.93K	2.57M	8.5K	+21.03%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.45%	43.21K	2.27M	38.25K	+771.44%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	36.92K	1.94M	29.1K	+371.87%
Jun 30, 2025	LPL FINANCIAL LLC	0.38%	36.29K	1.9M	6.28K	+20.94%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	33.1K	1.74M	20.57K	+164.18%
Jun 30, 2025	BETTERMENT LLC	0.31%	29.36K	1.54M	-704	-2.34%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.28%	26.25K	1.38M	-4.24K	-13.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	17.73K	930K	-37.83K	-68.09%
Jun 30, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.26%	24.61K	1.29M	0	0
Jun 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.25%	23.73K	1.24M	321	+1.37%
Mar 31, 2025	SEEDS INVESTOR LLC	2.2%	196.63K	10.13M	-16.29K	-7.65%
Mar 31, 2025	PASSIVE CAPITAL MANAGEMENT, LLC.	4.2%	376.44K	12.55M	376.44K	+100.00%
Mar 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	5.1%	456.24K	23.5M	58.89K	+14.82%
Mar 31, 2025	ABACUS WEALTH PARTNERS, LLC	23.37%	2.09M	107.76M	13.02K	+0.63%
Mar 31, 2025	ALTIORA FINANCIAL GROUP, LLC	0.11%	10K	515K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	0.17%	15.24K	785K	15.24K	+100.00%
Mar 31, 2025	SKYLINE ADVISORS, INC.	0.21%	18.47K	951.14K	2.45K	+15.32%
Mar 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.11%	9.51K	489.51K	96	+1.02%
Mar 31, 2025	CAHILL FINANCIAL ADVISORS INC	0.11%	9.94K	511.74K	9	+0.09%
Mar 31, 2025	BETTERWEALTH, LLC	0.15%	13.55K	697.66K	-3.61K	-21.03%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.53%	47.33K	2.44M	6.43K	+15.73%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.7%	63.11K	3.25M	14.43K	+29.65%
Mar 31, 2025	APELLA CAPITAL, LLC	0.88%	78.64K	4.01M	11.36K	+16.89%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	80.85K	4.16M	5.83K	+7.77%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.42%	127.47K	6.56M	21.23K	+19.99%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	10.65K	548.67K	3	+0.03%
Mar 31, 2025	GEOMETRIC WEALTH ADVISORS	0.13%	11.71K	603.18K	11.71K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	11.93K	614.26K	159	+1.35%
Mar 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.14%	12.27K	632.01K	145	+1.20%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	12.53K	645K	3.91K	+45.30%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	21.94K	1.13M	-20.59K	-48.42%
Mar 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.26%	23.41K	1.21M	869	+3.86%
Mar 31, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.27%	24.61K	1.27M	1.6K	+6.93%
Mar 31, 2025		0.11%	10.26K	528.24K	1.57K	+18.06%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	10.39K	534.93K	141	+1.38%
Mar 31, 2025	RAM INVESTMENT PARTNERS, LLC	0.45%	40.43K	2.08M	1.52K	+3.89%
Mar 31, 2025	WPWEALTH LLP	0.13%	11.73K	604.26K	1.1K	+10.37%
Mar 31, 2025	FLAGSTONE FINANCIAL MANAGEMENT	0.1%	8.91K	458.82K	3.95K	+79.65%
Mar 31, 2025	CONCORD WEALTH PARTNERS	0.14%	12.62K	649.73K	6	+0.05%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.15%	13.2K	679.96K	-2.3K	-14.81%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.15%	13.21K	680.32K	13.21K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	55.56K	2.86M	1.27K	+2.34%
Mar 31, 2025	LPL FINANCIAL LLC	0.34%	30K	1.55M	5.68K	+23.37%
Mar 31, 2025	BETTERMENT LLC	0.34%	30.07K	1.55M	578	+1.96%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.34%	30.49K	1.57M	130	+0.43%
Mar 31, 2025	PLANNING CENTER, INC.	1.64%	147.23K	7.58M	147.23K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	1.95%	174.51K	8.99M	32.36K	+22.77%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.96%	175.53K	9.04M	175.53K	+100.00%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.09%	8.05K	414.52K	-4.56K	-36.14%
Mar 31, 2025	DELAP WEALTH ADVISORY, LLC	0.09%	8.24K	424.31K	0	0
Mar 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.1%	8.83K	454.94K	330	+3.88%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.15%	13.71K	706.01K	13.71K	+100.00%
Mar 31, 2025	RW INVESTMENT MANAGEMENT LLC	0.16%	14.2K	731.51K	-4.54K	-24.23%

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