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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
326
Measured Wealth Private Client Group
New Hampshire
$946K -$93.8K -1,566 -9%
VFA
327
Valeo Financial Advisors
Indiana
$944K +$28.3K +472 +3%
PFM
328
Phillips Financial Management
Indiana
$934K +$20.7K +346 +2%
LWL
329
Leo Wealth LLC
Texas
$933K +$2.27K +38 +0.3%
JSL
330
JT Stratford LLC
Georgia
$931K -$130K -2,173 -13%
PP
331
Pegasus Partners
Wisconsin
$929K – – –
WWM
332
Western Wealth Management
Colorado
$926K -$14.1K -236 -2%
WFA
333
WestHill Financial Advisors
California
$925K -$1.02K -17 -0.1%
FCI
334
Financial Counselors Inc
Kansas
$924K – – –
NRWA
335
North Ridge Wealth Advisors
Oregon
$909K – – –
CB
336
Cadence Bank
Mississippi
$898K -$9.22K -154 -1%
SAM
337
Summit Asset Management
Tennessee
$892K – – –
MSF
338
Mustard Seed Financial
Arkansas
$885K -$10.1K -168 -1%
SRWM
339
Shira Ridge Wealth Management
California
$884K +$120K +2,007 +16%
CB
340
Commerce Bank
Missouri
$865K -$2.69K -45 -0.3%
BCM
341
Brookstone Capital Management
Illinois
$864K +$24.8K +414 +3%
SF
342
Safeguard Financial
Wisconsin
$858K +$826K +13,801 New
CSIC
343
Clifford Swan Investment Counsel
California
$848K – – –
DAS
344
Diversify Advisory Services
Utah
$846K +$43.3K +723 +6%
JWM
345
JFG Wealth Management
Colorado
$823K +$793K +13,239 New
NGA
346
Naples Global Advisors
Florida
$818K – – –
FPCG
347
Forum Private Client Group
Indiana
$816K -$7.3K -122 -0.9%
SAM
348
SP Asset Management
California
$805K +$1.92K +32 +0.2%
BWP
349
Bernardo Wealth Planning
Pennsylvania
$795K +$491K +8,198 +187%
TCM
350
Towneley Capital Management
California
$786K +$1.62K +27 +0.2%
12 13
14
15 16