We are live on ! Find out more
DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
301
CRA Financial Services
New Jersey
$822K – – –
PMG
302
Private Management Group
California
$820K +$399K +8,247 +109%
FPCG
303
Forum Private Client Group
Indiana
$815K +$761K +15,727 New
2L
304
25 LLC
Missouri
$812K -$18.9K -391 -2%
CB
305
Cadence Bank
Mississippi
$788K – – –
MSF
306
Mustard Seed Financial
Arkansas
$787K +$735K +15,190 New
APP
307
Avantax Planning Partners
Iowa
$787K – – –
SIMC
308
Squire Investment Management Company
Utah
$786K +$734K +15,162 New
WFA
309
WestHill Financial Advisors
California
$779K – – –
KA
310
Klingman & Associates
New York
$778K – – –
PP
311
Pegasus Partners
Wisconsin
$774K – – –
SRWM
312
Shira Ridge Wealth Management
California
$773K +$73.4K +1,516 +11%
LWL
313
Leo Wealth LLC
Texas
$772K +$721K +14,895 New
VFA
314
Valeo Financial Advisors
Indiana
$761K +$15.4K +319 +2%
PFM
315
Phillips Financial Management
Indiana
$758K -$25.4K -525 -3%
NRWA
316
North Ridge Wealth Advisors
Oregon
$758K -$7.16K -148 -1%
WWM
317
Western Wealth Management
Colorado
$755K -$11K -227 -2%
SAM
318
Summit Asset Management
Tennessee
$744K – – –
CB
319
Commerce Bank
Missouri
$729K +$25.4K +524 +4%
LFP
320
Lakeshore Financial Planning
Michigan
$728K – – –
CSIC
321
Clifford Swan Investment Counsel
California
$707K – – –
WANY
322
Wealthspire Advisors (New York)
New York
$692K – – –
QCM
323
QRG Capital Management
Illinois
$685K -$20.6K -426 -3%
NGA
324
Naples Global Advisors
Florida
$678K +$2.86K +59 +0.5%
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$672K +$50.7K +1,048 +9%
11 12
13
14 15