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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$3.37M +$267K +4,176 +8%
BHWM
227
Beaird Harris Wealth Management
Texas
$3.35M +$656K +10,263 +23%
CCA
228
Clarity Capital Advisors
Florida
$3.33M -$73.8K -1,155 -2%
BP
229
Ballentine Partners
Massachusetts
$3.31M
LKBC
230
L.K. Benson & Company
Maryland
$3.3M -$141K -2,204 -4%
CB
231
Centennial Bank
Arkansas
$3.29M +$2.35M +36,702 +206%
AWM
232
Apollon Wealth Management
South Carolina
$3.29M -$107K -1,679 -3%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$3.11M -$10K -157 -0.3%
MA
234
Montag & Associates
Georgia
$3.09M +$5.5K +86 +0.2%
WRPWM
235
Werba Rubin Papier Wealth Management
California
$3.04M +$326K +5,105 +11%
KSWA
236
Kathleen S. Wright Associates
Pennsylvania
$3.03M +$96.9K +1,516 +3%
ALWM
237
Andrews Lucia Wealth Management
California
$3.01M +$6.65K +104 +0.2%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$2.97M +$170K +2,656 +6%
SAI
239
Savvy Advisors Inc
New York
$2.94M +$3.1M +48,561 New
FC
240
Financial Council
Maryland
$2.93M
RDWM
241
Red Door Wealth Management
Tennessee
$2.88M
DFC
242
DBK Financial Counsel
Ohio
$2.87M +$219K +3,420 +8%
LWM
243
Lodestone Wealth Management
Washington
$2.87M -$56K -876 -2%
SSC
244
Syverson Strege & Co
Iowa
$2.79M -$21.2K -332 -0.7%
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$2.79M
BCI
246
Brinker Capital Investments
Pennsylvania
$2.76M +$27K +423 +0.9%
OPS
247
Orion Portfolio Solutions
Nebraska
$2.76M +$27K +423 +0.9%
KIM
248
Kestra Investment Management
Texas
$2.75M +$2.02M +31,658 +230%
AWA
249
Acorn Wealth Advisors
Michigan
$2.74M -$118K -1,851 -4%
SIMC
250
Squire Investment Management Company
Utah
$2.71M +$169K +2,640 +6%