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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
SJS Investment Consulting
Ohio
$954K
W
252
WorthPointe
California
$953K
FPCG
253
Forum Private Client Group
Indiana
$930K -$27.8K -612 -3%
IFG
254
Independent Financial Group
California
$909K +$5.46K +120 +0.6%
MWPCG
255
Measured Wealth Private Client Group
New Hampshire
$908K
FIC
256
Family Investment Center
Missouri
$887K +$11.2K +247 +1%
IWM
257
IHT Wealth Management
Illinois
$875K +$2.14K +47 +0.3%
CCWA
258
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$873K +$2.68K +59 +0.3%
CS
259
Comerica Securities
Michigan
$871K -$6.28K -138 -0.8%
HSG
260
Helen Stephens Group
Texas
$859K -$1.94M -42,557 -70%
PA
261
Parallel Advisors
California
$835K +$2.68K +59 +0.3%
MFS
262
Madrona Financial Services
Washington
$827K
Baird Financial Group
263
Baird Financial Group
Wisconsin
$827K +$13.9K +305 +2%
TYCC
264
Texas Yale Capital Corp
Florida
$823K
CAM
265
Clark Asset Management
New Hampshire
$823K +$777K +17,092 New
PWMG
266
Prestige Wealth Management Group
New Jersey
$810K
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$802K
GWM
268
Geneos Wealth Management
Colorado
$798K
Betterment LLC
269
Betterment LLC
New York
$789K -$198K -4,350 -21%
2L
270
25 LLC
Missouri
$784K +$637 +14 +0.1%
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$781K
CFS
272
CRA Financial Services
New Jersey
$764K
CB
273
Cadence Bank
Mississippi
$732K
APP
274
Avantax Planning Partners
Iowa
$731K
PFM
275
Phillips Financial Management
Indiana
$728K -$6.78K -149 -1%