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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$4.33M +$19.9K +271 +0.5%
WRPWM
252
Werba Rubin Papier Wealth Management
California
$4.33M +$4.55K +62 +0.1%
HIA
253
HTG Investment Advisors
Connecticut
$4.29M -$25.1K -342 -0.6%
SHGA
254
Sand Hill Global Advisors
California
$4.26M -$58.3K -793 -1%
PWM
255
Platform Wealth Management
Utah
$4.23M +$4.19M +57,088 New
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$4.23M
MAS
257
MPWM Advisory Solutions
Georgia
$4.2M -$39.7K -540 -0.9%
CCA
258
Clarity Capital Advisors
Florida
$4.12M +$5.22K +71 +0.1%
BP
259
Ballentine Partners
Massachusetts
$4.05M
LKBC
260
L.K. Benson & Company
Maryland
$4.05M +$5.51K +75 +0.1%
SIMC
261
Squire Investment Management Company
Utah
$4.03M +$183K +2,494 +5%
BHWM
262
Beaird Harris Wealth Management
Texas
$4M +$10.9K +149 +0.3%
WFA
263
Websterrogers Financial Advisors
South Carolina
$3.99M -$110K -1,496 -3%
CAM
264
Clark Asset Management
New Hampshire
$3.98M +$220 +3 +0%
IWC
265
Integrated Wealth Concepts
Massachusetts
$3.92M -$499K -6,789 -11%
AWM
266
Apollon Wealth Management
South Carolina
$3.9M -$48.1K -655 -1%
EF
267
Empowered Funds
Pennsylvania
$3.84M +$3.81M +51,808 New
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$3.77M -$1.91K -26 -0.1%
FWM
269
Forteris Wealth Management
New York
$3.71M +$3.67M +49,984 New
CAM
270
Cresset Asset Management
Illinois
$3.71M -$9.85K -134 -0.3%
OAG
271
Oakmont Advisory Group
New Mexico
$3.64M +$3.61M +49,130 New
SWM
272
Sterling Wealth Management
Illinois
$3.63M +$1.1K +15 +0%
RDWM
273
Red Door Wealth Management
Tennessee
$3.61M
FC
274
Financial Council
Maryland
$3.59M
LWM
275
Lodestone Wealth Management
Washington
$3.56M -$75.9K -1,033 -2%