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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Caprock Group
Idaho
$236K +$233K +5,009 New
UB
227
UMB Bank
Missouri
$233K +$230K +4,939 New
GWS
228
Glassman Wealth Services
Virginia
$232K +$229K +4,916 New
RJT
229
Raymond James Trust
Florida
$231K +$229K +4,912 New
VCP
230
Vista Capital Partners
Oregon
$222K +$219K +4,705 New
WAM
231
Weatherly Asset Management
California
$219K +$216K +4,643 New
FAIM
232
Financial Advocates Investment Management
Washington
$215K +$213K +4,561 New
SS
233
Simplicity Solutions
Minnesota
$215K +$213K +4,568 New
SWG
234
Summit Wealth Group
Vermont
$213K +$211K +4,528 New
MWP
235
Meridian Wealth Partners
Pennsylvania
$212K +$210K +4,496 New
HB
236
Homrich & Berg
Georgia
$212K +$210K +4,504 New
AMG
237
Advisors Management Group
Wisconsin
$207K +$205K +4,392 New
DWT
238
Dorsey & Whitney Trust
South Dakota
$206K +$204K +4,372 New
BSSFA
239
Baron Silver Stevens Financial Advisors
Florida
$205K +$203K +4,354 New
APW
240
Austin Private Wealth
Texas
$200K +$197K +4,236 New
RP
241
Rowlandmiller & Partners
Georgia
$159K +$157K +3,370 New
IWP
242
IAG Wealth Partners
Wisconsin
$132K +$130K +2,788 New
TWM
243
Tradition Wealth Management
Minnesota
$131K +$130K +2,782 New
US Bancorp
244
US Bancorp
Minnesota
$128K +$127K +2,722 New
TI
245
tru Independence
Oregon
$109K +$107K +2,304 New
FCB
246
First Command Bank
Texas
$108K +$107K +2,301 New
FCFS
247
First Command Financial Services
Texas
$108K +$107K +2,301 New
PP
248
PrairieView Partners
Minnesota
$107K +$106K +2,275 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$106K +$105K +2,247 New
OC
250
Oakworth Capital
Alabama
$80K +$79.5K +1,705 New