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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$752K +$3.3K +79 +0.4%
SRWM
252
Shira Ridge Wealth Management
California
$739K +$743K +17,770 New
FIC
253
Family Investment Center
Missouri
$725K +$728K +17,417 New
PA
254
Parallel Advisors
California
$717K -$29.4K -704 -4%
MFS
255
Madrona Financial Services
Washington
$715K
PWMG
256
Prestige Wealth Management Group
New Jersey
$712K -$3.39K -81 -0.5%
TYCC
257
Texas Yale Capital Corp
Florida
$711K -$20.9K -500 -3%
CFS
258
CRA Financial Services
New Jersey
$697K
LNWWM
259
Laird Norton Wetherby Wealth Management
California
$693K
GWM
260
Geneos Wealth Management
Colorado
$690K +$9.11K +218 +1%
PGFC
261
Peapack-Gladstone Financial Corp
New Jersey
$675K +$41.8K +1,000 +7%
TA
262
TFB Advisors
Kansas
$660K +$664K +15,870 New
CB
263
Cadence Bank
Mississippi
$658K
QHA
264
Quarry Hill Advisors
Minnesota
$653K +$656K +15,699 New
Baird Financial Group
265
Baird Financial Group
Wisconsin
$649K +$180K +4,303 +38%
WFA
266
WestHill Financial Advisors
California
$648K +$20.2K +482 +3%
DADC
267
D.A. Davidson & Co
Montana
$638K -$4.64K -111 -0.7%
PFM
268
Phillips Financial Management
Indiana
$634K -$12.3K -293 -2%
APP
269
Avantax Planning Partners
Iowa
$632K
CS
270
Comerica Securities
Michigan
$630K +$633K +15,138 New
KA
271
Klingman & Associates
New York
$625K
PP
272
Pegasus Partners
Wisconsin
$621K
V
273
Veritable
Delaware
$616K
CAP
274
Columbia Advisory Partners
Washington
$615K +$618K +14,775 New
MGIA
275
Moneta Group Investment Advisors
Missouri
$603K -$36.8K -879 -6%