We are live on ! Find out more
DFUS icon

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
Wealthspan Partners
Iowa
$581K – – –
Franklin Resources
302
Franklin Resources
California
$577K +$1.86K +41 +0.3%
AG
303
Ascent Group
Virginia
$567K -$44.4K -975 -8%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$559K – – –
SWM
305
Seaside Wealth Management
California
$558K – – –
AFG
306
Altiora Financial Group
Ohio
$554K – – –
EA
307
Efficient Advisors
Ohio
$552K +$183K +4,017 +54%
PC
308
Peavine Capital
Nevada
$546K – – –
AFAS
309
Acorn Financial Advisory Services
Virginia
$523K – – –
FCI
310
Financial Counselors Inc
Kansas
$521K – – –
VWA
311
Visionary Wealth Advisors
Illinois
$518K – – –
SWA
312
SFMG Wealth Advisors
Texas
$511K -$4.96K -109 -1%
GLA
313
Great Lakes Advisors
Illinois
$509K – – –
GCA
314
Gradient Capital Advisors
California
$503K +$30.7K +674 +7%
NSG
315
Nalls Sherbakoff Group
Tennessee
$499K – – –
IF
316
Ironwood Financial
Arizona
$491K – – –
CCM
317
Condor Capital Management
New Jersey
$486K – – –
GWA
318
Geometric Wealth Advisors
District of Columbia
$483K – – –
SM
319
Sensible Money
Arizona
$479K -$39.8K -875 -8%
AWMG
320
Alliance Wealth Management Group
New Jersey
$475K – – –
TCM
321
Towercrest Capital Management
Pennsylvania
$475K – – –
QHA
322
Quarry Hill Advisors
Minnesota
$474K -$228K -5,023 -34%
C
323
Certuity
Florida
$473K +$1K +22 +0.2%
NA
324
NewEdge Advisors
Louisiana
$465K +$415K +9,131 +1,720%
CSI
325
Cross Staff Investments
New York
$461K – – –