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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
251
Alliance Wealth Management Group
New Jersey
$510K
TCM
252
Towercrest Capital Management
Pennsylvania
$510K
GCP
253
Gill Capital Partners
Colorado
$502K +$804 +16 +0.2%
W
254
WorthPointe
California
$498K +$531K +10,563 New
CSI
255
Cross Staff Investments
New York
$495K +$481K +9,576 New
CSIC
256
Clifford Swan Investment Counsel
California
$491K
FNT
257
First National Trust
Pennsylvania
$478K
HFG
258
Heron Financial Group
New York
$470K
S
259
Surevest
California
$460K -$5.23K -104 -1%
HCM
260
Hollencrest Capital Management
California
$460K
Baird Financial Group
261
Baird Financial Group
Wisconsin
$458K
MMA
262
Miracle Mile Advisors
California
$457K
AL
263
Aspiriant LLC
California
$449K +$437K +8,691 New
SPC
264
Sigma Planning Corp
Michigan
$435K +$50 +1 +0%
EA
265
Efficient Advisors
Ohio
$429K +$49.1K +976 +13%
MGIA
266
Moneta Group Investment Advisors
Missouri
$397K +$151 +3 +0%
TA
267
Tiedemann Advisors
New York
$389K
PMG
268
Private Management Group
California
$384K
HTHT
269
Hemenway Trust Hemenway Trust
New Hampshire
$383K -$226K -4,500 -38%
EBA
270
Eagle Bay Advisors
New York
$382K -$172K -3,414 -32%
WWM
271
Westwood Wealth Management
California
$382K +$372K +7,397 New
GD
272
Grandfield & Dodd
New York
$380K
PPP
273
Private Portfolio Partners
New Jersey
$374K
FRA
274
Frank Rimerman Advisors
California
$372K
Fisher Asset Management
275
Fisher Asset Management
Washington
$355K +$345K +6,859 New