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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
276
Prestige Wealth Management Group
New Jersey
$754K -$30K -620 -4%
2L
277
25 LLC
Missouri
$747K +$1.06K +22 +0.1%
CFS
278
CRA Financial Services
New Jersey
$739K – – –
CB
279
Cadence Bank
Mississippi
$707K – – –
APP
280
Avantax Planning Partners
Iowa
$707K – – –
PFM
281
Phillips Financial Management
Indiana
$705K +$1.5K +31 +0.2%
ME
282
McIlrath & Eck
Washington
$703K +$602K +12,448 +469%
WFA
283
WestHill Financial Advisors
California
$700K – – –
KA
284
Klingman & Associates
New York
$699K – – –
PP
285
Pegasus Partners
Wisconsin
$695K – – –
WWM
286
Western Wealth Management
Colorado
$688K +$3.48K +72 +0.5%
NRWA
287
North Ridge Wealth Advisors
Oregon
$688K – – –
VFA
288
Valeo Financial Advisors
Indiana
$668K +$74.4K +1,538 +12%
SAM
289
Summit Asset Management
Tennessee
$668K – – –
LFP
290
Lakeshore Financial Planning
Michigan
$654K +$680K +14,055 New
TA
291
TFB Advisors
Kansas
$651K +$36.8K +760 +6%
QCM
292
QRG Capital Management
Illinois
$635K +$660K +13,645 New
CSIC
293
Clifford Swan Investment Counsel
California
$635K – – –
CB
294
Commerce Bank
Missouri
$630K -$2.9K -60 -0.4%
AWS
295
Atria Wealth Solutions
New York
$625K -$3K -62 -0.5%
SRWM
296
Shira Ridge Wealth Management
California
$624K -$8.71K -180 -1%
WANY
297
Wealthspire Advisors (New York)
New York
$621K +$426K +8,809 +194%
NGA
298
Naples Global Advisors
Florida
$607K +$2.13K +44 +0.3%
SAM
299
SP Asset Management
California
$596K +$2.13K +44 +0.3%
IFS
300
Intelligent Financial Strategies
Minnesota
$587K -$22.2K -460 -4%
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12
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