We are live on ! Find out more
DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$1.14M +$182K +3,035 +20%
MFWP
302
Mosaic Family Wealth Partners
Missouri
$1.14M +$177K +2,951 +19%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$1.13M +$524K +8,754 +92%
CCWA
304
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M +$2.63K +44 +0.2%
CWP
305
Cyndeo Wealth Partners
Florida
$1.1M
W
306
WorthPointe
California
$1.09M -$30.9K -516 -3%
FIC
307
Family Investment Center
Missouri
$1.09M -$1.08K -18 -0.1%
CB
308
Centennial Bank
Arkansas
$1.09M +$1.05M +17,494 New
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$1.08M +$66K +1,103 +7%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$1.06M
PWA
311
Physician Wealth Advisors
Utah
$1.05M +$125K +2,094 +14%
TB
312
Treynor Bancshares
Iowa
$1.05M -$54.8K -916 -5%
CMP
313
Coston McIsaac & Partners
Maine
$1.05M +$540K +9,026 +115%
TYCC
314
Texas Yale Capital Corp
Florida
$1.04M
NAM
315
NorthCrest Asset Manangement
Minnesota
$1.04M
LNWWM
316
Laird Norton Wetherby Wealth Management
California
$1.04M
M&T Bank
317
M&T Bank
New York
$1.03M
PGFC
318
Peapack-Gladstone Financial Corp
New Jersey
$1.01M
SPIA
319
Steward Partners Investment Advisory
New York
$1.01M +$257K +4,293 +36%
PWMG
320
Prestige Wealth Management Group
New Jersey
$997K
CFS
321
CRA Financial Services
New Jersey
$987K
2L
322
25 LLC
Missouri
$976K +$1.02K +17 +0.1%
PMG
323
Private Management Group
California
$975K -$8.98K -150 -0.9%
GWM
324
Geneos Wealth Management
Colorado
$966K +$29.4K +491 +3%
HSG
325
Helen Stephens Group
Texas
$952K -$31.6K -527 -3%