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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
251
Kathleen S. Wright Associates
Pennsylvania
$3.32M -$33.9K -547 -1%
SWM
252
Sterling Wealth Management
Illinois
$3.27M +$3.02M +48,842 New
FC
253
Financial Council
Maryland
$3.24M – – –
AWA
254
Acorn Wealth Advisors
Michigan
$3.21M +$161K +2,604 +6%
RDWM
255
Red Door Wealth Management
Tennessee
$3.19M – – –
LWM
256
Lodestone Wealth Management
Washington
$3.18M -$3.1K -50 -0.1%
ALWM
257
Andrews Lucia Wealth Management
California
$3.17M +$8.92K +144 +0.3%
SIMC
258
Squire Investment Management Company
Utah
$3.17M +$154K +2,494 +6%
BCI
259
Brinker Capital Investments
Pennsylvania
$3.12M +$53.3K +860 +2%
SSC
260
Syverson Strege & Co
Iowa
$3.1M +$3.84K +62 +0.1%
FWM
261
FFT Wealth Management
Pennsylvania
$3.05M +$361K +5,835 +15%
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$3.01M -$75.1K -1,212 -3%
CIA
263
Caerus Investment Advisors
Texas
$2.95M – – –
RPGK
264
Retirement Planning Group (Kansas)
Kansas
$2.91M -$39.9K -645 -1%
EFP
265
Elser Financial Planning
Indiana
$2.87M – – –
MFT
266
Moisand Fitzgerald Tamayo
Florida
$2.86M -$29.4K -475 -1%
CA
267
Clune & Associates
Illinois
$2.76M +$24.2K +391 +1%
LI
268
LRI Investments
Florida
$2.74M +$14.1K +227 +0.6%
TWD
269
True Wealth Design
Ohio
$2.74M -$33.5K -541 -1%
EWA
270
Elevate Wealth Advisory
Georgia
$2.72M -$228K -3,682 -8%
PWM
271
Parkworth Wealth Management
California
$2.71M -$198K -3,203 -7%
MGIA
272
Moneta Group Investment Advisors
Missouri
$2.62M +$4.33K +70 +0.2%
LG
273
LAM Group
Oregon
$2.62M – – –
SW
274
Simplicity Wealth
New Jersey
$2.61M +$708K +11,431 +41%
BFG
275
Berger Financial Group
Minnesota
$2.56M +$79.4K +1,283 +3%
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