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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
301
Diversified Portfolios Inc
Michigan
$557K -$17.3K -399 -3%
CFFP
302
Center for Financial Planning
Michigan
$541K
WP
303
Wealthspan Partners
Iowa
$536K
Franklin Resources
304
Franklin Resources
California
$530K +$1.56K +36 +0.3%
JSL
305
JT Stratford LLC
Georgia
$526K +$10.4K +239 +2%
PFO
306
Pathstone Family Office
New Jersey
$524K +$695 +16 +0.1%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$516K -$106K -2,448 -17%
SWM
308
Seaside Wealth Management
California
$515K
AFG
309
Altiora Financial Group
Ohio
$511K
PC
310
Peavine Capital
Nevada
$504K
BFPW
311
BOK Financial Private Wealth
Colorado
$500K -$2.95K -68 -0.6%
NSG
312
Nalls Sherbakoff Group
Tennessee
$484K +$480K +11,042 New
AFAS
313
Acorn Financial Advisory Services
Virginia
$482K -$313K -7,216 -40%
FCI
314
Financial Counselors Inc
Kansas
$481K
SM
315
Sensible Money
Arizona
$480K +$224K +5,167 +92%
VWA
316
Visionary Wealth Advisors
Illinois
$478K -$5.86K -135 -1%
SWA
317
SFMG Wealth Advisors
Texas
$476K +$174 +4 +0%
GLA
318
Great Lakes Advisors
Illinois
$470K
WA
319
Waverly Advisors
Alabama
$454K +$1.39K +32 +0.3%
IF
320
Ironwood Financial
Arizona
$453K
CCM
321
Condor Capital Management
New Jersey
$448K +$438K +10,093 New
GWA
322
Geometric Wealth Advisors
District of Columbia
$441K
AWMG
323
Alliance Wealth Management Group
New Jersey
$438K
TCM
324
Towercrest Capital Management
Pennsylvania
$438K
C
325
Certuity
Florida
$435K +$825 +19 +0.2%