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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Towneley Capital Management
California
$669K +$625K +12,917 New
SAM
327
SP Asset Management
California
$666K +$2.81K +58 +0.5%
PSP
328
Principal Street Partners
Tennessee
$665K -$616K -12,718 -50%
TH
329
Team Hewins
California
$664K +$621K +12,820 New
DPI
330
Diversified Portfolios Inc
Michigan
$640K
IFS
331
Intelligent Financial Strategies
Minnesota
$632K -$20.4K -421 -3%
CFFP
332
Center for Financial Planning
Michigan
$631K
Franklin Resources
333
Franklin Resources
California
$626K +$2.61K +54 +0.4%
WP
334
Wealthspan Partners
Iowa
$625K
SPIA
335
Steward Partners Investment Advisory
New York
$624K +$523K +10,800 +872%
TFM
336
Trademark Financial Management
Minnesota
$608K +$568K +11,725 New
LBC
337
Lowe Brockenbrough & Co
Virginia
$601K +$303K +6,264 +118%
SWM
338
Seaside Wealth Management
California
$601K
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$599K
NWM
340
Northwest Wealth Management
Iowa
$595K +$555K +11,472 New
EW
341
Evoke Wealth
California
$589K +$550K +11,371 New
NA
342
NewEdge Advisors
Louisiana
$584K +$2.71K +56 +0.5%
NP
343
NorthRock Partners
Minnesota
$564K +$526K +10,874 New
FCI
344
Financial Counselors Inc
Kansas
$561K
MFS
345
Madrona Financial Services
Washington
$560K
AFAS
346
Acorn Financial Advisory Services
Virginia
$559K -$3.19K -66 -0.6%
MWA
347
Midland Wealth Advisors
Illinois
$552K +$516K +10,651 New
VWA
348
Valued Wealth Advisors
Utah
$550K +$572K +11,813 New
TFA
349
TPG Financial Advisors
Oregon
$548K +$514K +10,621 New
GLA
350
Great Lakes Advisors
Illinois
$548K