Dimensional ETF Trust - DEHP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Unison Advisors LLC | History | Added to | 907,245 | 30,655 | 2.33% | 2.53% | 1 | +8,238 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 592,008 | 20,003 | 3.6% | 3.52% | 2 | +8,919 | 1.53% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 358,729 | 12,121 | 0.06% | 0.08% | 3 | -11,448 | -3.09% | Q1 2026 | May 15, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 244,222 | 8,252 | 1.89% | 2.0% | 4 | -19,889 | -7.53% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 238,173 | 8,047 | 0.09% | 0.1% | 5 | +8,020 | 3.48% | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 213,393 | 7,210 | 0.78% | 0.76% | 6 | -4,285 | -1.97% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 182,716 | 6,173 | 0.1% | 0.01% | 7 | +172,567 | 1700.34% | Q1 2026 | May 15, 2026 |
| United Wealth Management, LLC | History | Added to | 171,484 | 5,794 | 1.44% | 1.41% | 8 | +2,987 | 1.77% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 167,542 | 5,661 | 0.0% | 0.0% | 9 | +15,462 | 10.17% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 137,337 | 5,284 | 0.12% | 0.12% | 10 | +395 | 0.29% | Q1 2026 | May 04, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 144,064 | 4,867 | 0.64% | 0.64% | 11 | +5,726 | 4.14% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 134,762 | 4,591 | 0.04% | 0.06% | 12 | -32,435 | -19.4% | Q1 2026 | Apr 07, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 133,045 | 4,495 | 0.51% | 0.48% | 13 | +1,802 | 1.37% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 110,575 | 3,736 | 0.14% | 0.13% | 14 | -63 | -0.06% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 106,976 | 3,614 | 0.01% | — | 15 | +106,976 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 105,649 | 3,570 | 0.03% | 0.03% | 16 | -657 | -0.62% | Q1 2026 | Apr 07, 2026 |
| Meredith Wealth Planning | History | Added to | 105,098 | 3,551 | 0.96% | 0.99% | 17 | +1,582 | 1.53% | Q1 2026 | Apr 27, 2026 |
| SB Capital Management Inc | History | No change | 105,035 | 3,387 | 1.24% | 1.24% | 18 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 100,162 | 3,384 | 1.97% | 1.97% | 19 | -4,766 | -4.54% | Q1 2026 | Jun 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 91,621 | 3,095 | 0.02% | 0.02% | 20 | +34,279 | 59.78% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 90,714 | 3,065 | 0.01% | 0.01% | 21 | -6,706 | -6.88% | Q1 2026 | Jun 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 90,499 | 3,057 | 0.0% | 0.0% | 22 | +37,620 | 71.14% | Q1 2026 | May 15, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 90,004 | 3,041 | 1.28% | 1.32% | 23 | -2,512 | -2.72% | Q1 2026 | Apr 08, 2026 |
| Foundry Financial LLC | History | Added to | 83,864 | 2,833 | 1.2% | 1.2% | 24 | +13,062 | 18.45% | Q1 2026 | Apr 21, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 81,055 | 2,738 | 0.96% | 0.72% | 25 | +24,083 | 42.27% | Q1 2026 | Apr 24, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 78,721 | 2,675 | 2.27% | 1.93% | 26 | +11,905 | 17.82% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 75,419 | 2,548 | 0.02% | — | 27 | +75,419 | New | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 73,598 | 2,486 | 0.01% | 0.01% | 28 | -3,045 | -3.97% | Q1 2026 | Apr 30, 2026 |
| Evanson Asset Management, LLC | History | Added to | 68,392 | 2,310 | 0.12% | 0.07% | 29 | +27,553 | 67.47% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 64,167 | 2,168 | 0.02% | 0.02% | 30 | +3,959 | 6.58% | Q1 2026 | May 08, 2026 |
| TABLEAUX LLC | History | Added to | 61,692 | 2,084 | 1.01% | 1.0% | 31 | +19,921 | 47.69% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 61,008 | 2,061 | 0.0% | 0.0% | 32 | +25,547 | 72.04% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 60,187 | 2,034 | 0.0% | 0.0% | 33 | +1,954 | 3.36% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,577 | 1,945 | 0.0% | 0.0% | 34 | -38,884 | -40.31% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Reduced | 57,258 | 1,934 | 0.41% | 0.44% | 35 | -1,195 | -2.04% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 56,218 | 1,899 | 0.0% | — | 36 | +56,218 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 58,285 | 1,895 | 0.0% | 0.0% | 37 | -1,516 | -2.54% | Q1 2026 | May 13, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 58,722 | 1,893 | 0.55% | 0.55% | 38 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,872 | 1,820 | 0.0% | — | 39 | +53,872 | New | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 53,700 | 1,814 | 0.19% | 0.25% | 40 | -4,092 | -7.08% | Q1 2026 | Apr 23, 2026 |
| Applied Capital LLC | History | Reduced | 53,094 | 1,794 | 0.67% | 0.69% | 41 | -2,454 | -4.42% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 52,305 | 1,767 | 0.01% | 0.02% | 42 | -10,756 | -17.06% | Q1 2026 | May 01, 2026 |
| Corus Family Wealth Advisors | History | Added to | 51,891 | 1,753 | 1.43% | 1.23% | 43 | +4,200 | 8.81% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 50,000 | 1,689 | 0.0% | — | 44 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 48,453 | 1,637 | 0.01% | 0.01% | 45 | -2,619 | -5.13% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 46,135 | 1,558 | 0.13% | 0.12% | 46 | +2,810 | 6.49% | Q1 2026 | May 05, 2026 |
| CSP Financial Group, LLC | History | New | 44,726 | 1,511 | 1.55% | — | 47 | +44,726 | New | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | Added to | 43,152 | 1,458 | 0.02% | 0.02% | 48 | +9,260 | 27.32% | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 42,362 | 1,431 | 0.03% | 0.17% | 49 | -243,929 | -85.2% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,855 | 1,380 | 0.01% | 0.01% | 50 | +2,349 | 6.1% | Q1 2026 | Apr 30, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 39,918 | 1,348 | 0.41% | 0.48% | 51 | -8,867 | -18.18% | Q1 2026 | May 11, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 38,563 | 1,303 | 1.34% | 1.3% | 52 | -230 | -0.59% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 36,814 | 1,243 | 0.01% | 0.01% | 53 | +905 | 2.52% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 36,673 | 1,239 | 0.0% | 0.0% | 54 | +22,609 | 160.76% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,186 | 1,222 | 0.0% | 0.0% | 55 | +702 | 1.98% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | New | 32,295 | 1,091 | 0.0% | — | 56 | +32,295 | New | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | Added to | 31,204 | 1,054 | 0.29% | 0.25% | 57 | +1,630 | 5.51% | Q1 2026 | May 12, 2026 |
| AA Financial Advisors, LLC | History | New | 30,211 | 1,020 | 0.14% | — | 58 | +30,211 | New | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | No change | 30,171 | 1,019 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Envision Financial Planning, LLC | History | No change | 29,651 | 1,001 | 0.36% | 0.36% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 29,606 | 1,000 | 0.24% | 0.23% | 61 | +2,269 | 8.3% | Q1 2026 | Apr 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 29,581 | 999 | 0.29% | 0.24% | 62 | +4,611 | 18.47% | Q1 2026 | Apr 30, 2026 |
| BDFS Capital LLC | History | Added to | 26,571 | 897 | 0.43% | 0.41% | 63 | +1,337 | 5.3% | Q1 2026 | Apr 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 25,886 | 874 | 0.04% | 0.01% | 64 | +18,388 | 245.24% | Q1 2026 | May 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 24,899 | 841 | 0.45% | 0.45% | 65 | +163 | 0.66% | Q1 2026 | May 15, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 23,771 | 803 | 0.77% | 0.74% | 66 | +530 | 2.28% | Q1 2026 | Apr 21, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 19,397 | 742 | 0.39% | 0.37% | 67 | -96 | -0.49% | Q1 2026 | May 04, 2026 |
| Daner Wealth Management, LLC | History | Added to | 17,879 | 728 | 0.43% | 0.23% | 68 | +7,318 | 69.29% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 20,123 | 679 | 0.37% | 0.36% | 69 | -236 | -1.16% | Q1 2026 | Apr 22, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 17,166 | 580 | 0.49% | 0.45% | 70 | +1,332 | 8.41% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,404 | 554 | 0.0% | 0.0% | 71 | -14,024 | -46.09% | Q1 2026 | May 05, 2026 |
| Outbound Financial Inc | History | Reduced | 16,277 | 550 | 0.41% | 0.43% | 72 | -1,008 | -5.83% | Q1 2026 | Jul 15, 2026 |
| TAGStone Capital, Inc. | History | Added to | 16,118 | 544 | 0.19% | 0.17% | 73 | +1,855 | 13.01% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 15,912 | 537 | 0.0% | — | 74 | +15,912 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,413 | 521 | 0.0% | 0.0% | 75 | +2,824 | 22.43% | Q1 2026 | Apr 30, 2026 |
| E-Wealth Partners, LLC | History | Added to | 14,622 | 494 | 0.4% | 0.34% | 76 | +2,052 | 16.32% | Q1 2026 | Jun 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,700 | 462 | 0.03% | 0.03% | 77 | +47 | 0.34% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 14,117 | 455 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vantage Point Financial LLC | History | Added to | 12,898 | 435 | 0.15% | 0.14% | 79 | +928 | 7.75% | Q1 2026 | May 01, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 13,349 | 430 | 0.15% | 0.15% | 80 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pacific Asset Management, LLC | History | Added to | 12,429 | 419 | 0.23% | 0.24% | 81 | +15 | 0.12% | Q1 2026 | May 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 12,157 | 410 | 0.15% | 0.15% | 82 | -538 | -4.24% | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 11,531 | 389 | 0.02% | 0.02% | 83 | -1,799 | -13.5% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,428 | 386 | 0.01% | 0.0% | 84 | +10,234 | 857.12% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,375 | 384 | 0.0% | 0.0% | 85 | -881 | -7.19% | Q1 2026 | Apr 27, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 11,197 | 378 | 0.2% | 0.16% | 86 | -509 | -4.35% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 10,822 | 365 | 0.0% | 0.0% | 87 | +2,675 | 32.83% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | New | 10,794 | 364 | 0.0% | — | 88 | +10,794 | New | Q1 2026 | May 12, 2026 |
| COWA, LLC | History | Reduced | 10,743 | 363 | 0.1% | 0.11% | 89 | -282 | -2.56% | Q1 2026 | May 14, 2026 |
| Vestment Financial LLC | History | Reduced | 9,253 | 352 | 0.17% | 0.18% | 90 | -1,224 | -11.68% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 9,577 | 323 | 0.0% | 0.0% | 91 | +3,175 | 49.59% | Q1 2026 | Apr 16, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 9,241 | 312 | 0.26% | 0.29% | 92 | -1,238 | -11.81% | Q1 2026 | Apr 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,570 | 308 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 8,989 | 303 | 0.02% | 0.02% | 94 | +11 | 0.12% | Q1 2026 | Apr 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,844 | 298 | 0.01% | 0.01% | 95 | +2,342 | 36.02% | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 8,780 | 296 | 0.11% | 0.13% | 96 | +209 | 2.44% | Q1 2026 | May 15, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,682 | 293 | 0.1% | 0.1% | 97 | +13 | 0.15% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 7,711 | 260 | 0.01% | 0.01% | 98 | +655 | 9.28% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,047 | 259 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,401 | 250 | 0.0% | 0.0% | 100 | +1,074 | 16.97% | Q1 2026 | May 11, 2026 |
| Everest Management Corp. | History | New | 7,358 | 248 | 0.13% | — | 102 | +7,358 | New | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,345 | 248 | 0.0% | 0.0% | 101 | +1,787 | 32.15% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 6,932 | 234 | 0.02% | — | 103 | +6,932 | New | Q1 2026 | Apr 16, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 6,124 | 206 | 0.01% | — | 105 | +6,124 | New | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | New | 6,102 | 206 | 0.03% | — | 106 | +6,102 | New | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 6,117 | 206 | 0.07% | 0.07% | 104 | +23 | 0.38% | Q1 2026 | Apr 23, 2026 |
| LAM GROUP, INC. | History | New | 3,465 | 117 | 0.06% | — | 107 | +3,465 | New | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,356 | 108 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Root Financial Partners, LLC | History | No change | 2,693 | 90 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 1,847 | 62 | 0.0% | 0.0% | 110 | +3 | 0.16% | Q1 2026 | May 13, 2026 |
| RHL GROUP, LLC | History | Added to | 1,491 | 50 | 0.04% | 0.03% | 111 | +145 | 10.77% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | New | 1,173 | 39 | 0.11% | — | 113 | +1,173 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,162 | 39 | 0.0% | 0.0% | 112 | +983 | 549.16% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | No change | 1,133 | 38 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 846 | 28 | 0.0% | — | 115 | +846 | New | Q1 2026 | May 15, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 705 | 23 | 0.01% | 0.02% | 116 | -210 | -22.95% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 514 | 17 | 0.0% | 0.0% | 117 | +1 | 0.19% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 448 | 15 | 0.0% | — | 118 | +448 | New | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Added to | 413 | 13 | 0.01% | 0.01% | 120 | +5 | 1.23% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 362 | 12 | 0.0% | 0.0% | 121 | +1 | 0.28% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 249 | 8 | 0.0% | — | 122 | +249 | New | Q1 2026 | Apr 28, 2026 |
| Topsail Wealth Management, LLC | History | New | 247 | 8 | 0.0% | — | 123 | +247 | New | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 193 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | New | 144 | 4 | 0.0% | — | 125 | +144 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 117 | 3 | 0.0% | — | 128 | +117 | New | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | New | 115 | 3 | 0.0% | — | 129 | +115 | New | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 109 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 115 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 71 | 2 | 0.0% | — | 130 | +70 | 7000.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,656 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,576 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q1 2026 | Jul 08, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 06, 2026 |