We are live on ! Find out more
DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
B
226
Brightworth
Georgia
$673K -$9.75K -220 -1%
GWM
227
Geneos Wealth Management
Colorado
$673K -$6.34K -143 -0.9%
FPCG
228
Forum Private Client Group
Indiana
$658K +$275K +6,209 +62%
MWM
229
Merriman Wealth Management
Washington
$648K – – –
MGIA
230
Moneta Group Investment Advisors
Missouri
$645K +$325K +7,342 +87%
TIM
231
Tortoise Investment Management
New York
$639K – – –
PGFC
232
Peapack-Gladstone Financial Corp
New Jersey
$620K – – –
APP
233
Avantax Planning Partners
Iowa
$619K +$673K +15,182 New
WFA
234
WestHill Financial Advisors
California
$615K – – –
WIA
235
World Investment Advisors
California
$614K -$334K -7,540 -36%
SAM
236
SP Asset Management
California
$613K +$2.44K +55 +0.4%
KA
237
Klingman & Associates
New York
$612K – – –
PP
238
Pegasus Partners
Wisconsin
$609K – – –
DADC
239
D.A. Davidson & Co
Montana
$604K -$54.9K -1,239 -8%
V
240
Veritable
Delaware
$604K – – –
LB
241
Leo Brokerage
Texas
$595K +$2.35K +53 +0.4%
AG
242
Ascent Group
Virginia
$576K +$22.8K +515 +4%
AWS
243
Atria Wealth Solutions
New York
$573K -$1.91K -43 -0.3%
IFS
244
Intelligent Financial Strategies
Minnesota
$558K – – –
HNB
245
Huntington National Bank
Ohio
$540K – – –
SAM
246
Summit Asset Management
Tennessee
$528K – – –
VFA
247
Valeo Financial Advisors
Indiana
$522K – – –
NGA
248
Naples Global Advisors
Florida
$521K +$2.08K +47 +0.4%
DPI
249
Diversified Portfolios Inc
Michigan
$517K +$1.15K +26 +0.2%
SWM
250
Seaside Wealth Management
California
$516K +$513K +11,587 New
8 9
10
11 12