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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSF
326
Mustard Seed Financial
Arkansas
$832K -$31.7K -585 -4%
WWM
327
Western Wealth Management
Colorado
$830K +$108 +2 +0%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$819K +$75.7K +1,398 +11%
SAM
329
Summit Asset Management
Tennessee
$817K
Empower Advisory Group
330
Empower Advisory Group
Colorado
$814K -$264K -4,874 -25%
WANY
331
Wealthspire Advisors (New York)
New York
$811K +$48.2K +890 +7%
VFA
332
Valeo Financial Advisors
Indiana
$810K +$2K +37 +0.3%
SW
333
Simplicity Wealth
New Jersey
$805K +$764K +14,119 New
CB
334
Commerce Bank
Missouri
$798K -$2.98K -55 -0.4%
CSIC
335
Clifford Swan Investment Counsel
California
$777K
BCM
336
Brookstone Capital Management
Illinois
$769K +$342K +6,322 +88%
NGA
337
Naples Global Advisors
Florida
$747K +$1.46K +27 +0.2%
SAM
338
SP Asset Management
California
$734K +$1.46K +27 +0.2%
TH
339
Team Hewins
California
$730K
PSP
340
Principal Street Partners
Tennessee
$729K +$1.46K +27 +0.2%
TCM
341
Towneley Capital Management
California
$717K -$18.4K -339 -3%
VWA
342
Valued Wealth Advisors
Utah
$715K +$39.7K +733 +6%
AWM
343
Arista Wealth Management
Nevada
$713K -$650K -12,001 -49%
SPIA
344
Steward Partners Investment Advisory
New York
$710K +$22.8K +421 +3%
DPI
345
Diversified Portfolios Inc
Michigan
$704K
CFFP
346
Center for Financial Planning
Michigan
$694K
Franklin Resources
347
Franklin Resources
California
$690K +$1.41K +26 +0.2%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$688K +$654K +12,077 New
WP
349
Wealthspan Partners
Iowa
$687K
TFM
350
Trademark Financial Management
Minnesota
$661K -$6.77K -125 -1%