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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$887K +$47.2K +830 +6%
GWM
327
Geneos Wealth Management
Colorado
$885K
KA
328
Klingman & Associates
New York
$883K
LWL
329
Leo Wealth LLC
Texas
$881K +$2.33K +41 +0.3%
PP
330
Pegasus Partners
Wisconsin
$879K
WFA
331
WestHill Financial Advisors
California
$876K
FCI
332
Financial Counselors Inc
Kansas
$874K +$229K +4,031 +37%
VFA
333
Valeo Financial Advisors
Indiana
$866K
PFM
334
Phillips Financial Management
Indiana
$863K +$1.36K +24 +0.2%
NRWA
335
North Ridge Wealth Advisors
Oregon
$861K
CB
336
Cadence Bank
Mississippi
$859K -$10.4K -183 -1%
MSF
337
Mustard Seed Financial
Arkansas
$847K -$12K -211 -1%
SAM
338
Summit Asset Management
Tennessee
$844K
CB
339
Commerce Bank
Missouri
$821K -$2.84K -50 -0.4%
BCM
340
Brookstone Capital Management
Illinois
$813K -$1.25K -22 -0.2%
CSIC
341
Clifford Swan Investment Counsel
California
$803K
FPCG
342
Forum Private Client Group
Indiana
$779K -$148K -2,602 -16%
NGA
343
Naples Global Advisors
Florida
$774K +$2.05K +36 +0.3%
SAM
344
SP Asset Management
California
$760K +$1.99K +35 +0.3%
DAS
345
Diversify Advisory Services
Utah
$759K -$179K -3,152 -20%
PSP
346
Principal Street Partners
Tennessee
$759K +$1.99K +35 +0.3%
TH
347
Team Hewins
California
$754K
TCM
348
Towneley Capital Management
California
$742K +$1.93K +34 +0.3%
VWA
349
Valued Wealth Advisors
Utah
$740K +$2.1K +37 +0.3%
DPI
350
Diversified Portfolios Inc
Michigan
$727K