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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
276
WestHill Financial Advisors
California
$670K -$20.9K -482 -3%
KA
277
Klingman & Associates
New York
$667K – – –
PP
278
Pegasus Partners
Wisconsin
$664K – – –
QHA
279
Quarry Hill Advisors
Minnesota
$660K -$36.6K -842 -5%
V
280
Veritable
Delaware
$658K – – –
CAP
281
Columbia Advisory Partners
Washington
$656K – – –
NRWA
282
North Ridge Wealth Advisors
Oregon
$656K +$641K +14,770 New
LB
283
Leo Brokerage
Texas
$654K +$640K +14,728 New
WWM
284
Western Wealth Management
Colorado
$654K +$27K +621 +4%
SS
285
Simplicity Solutions
Minnesota
$646K +$631K +14,529 New
SAM
286
Summit Asset Management
Tennessee
$637K – – –
CB
287
Commerce Bank
Missouri
$607K -$434K -10,001 -42%
AWS
288
Atria Wealth Solutions
New York
$607K – – –
CSIC
289
Clifford Swan Investment Counsel
California
$606K – – –
SRWM
290
Shira Ridge Wealth Management
California
$606K -$180K -4,138 -23%
IFS
291
Intelligent Financial Strategies
Minnesota
$600K -$7.82K -180 -1%
TA
292
TFB Advisors
Kansas
$587K -$116K -2,665 -17%
NGA
293
Naples Global Advisors
Florida
$575K +$1.74K +40 +0.3%
TH
294
Team Hewins
California
$570K – – –
VFA
295
Valeo Financial Advisors
Indiana
$569K – – –
IAA
296
Independent Advisor Alliance
North Carolina
$567K +$69.2K +1,593 +14%
SAM
297
SP Asset Management
California
$565K +$1.69K +39 +0.3%
PSP
298
Principal Street Partners
Tennessee
$564K +$1.69K +39 +0.3%
SVCP
299
Silicon Valley Capital Partners
California
$561K +$1.69K +39 +0.3%
AG
300
Ascent Group
Virginia
$560K -$15.6K -359 -3%
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