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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
351
Ellevest Inc
New York
$169K +$709 +16 +0.4%
TCWM
352
Total Clarity Wealth Management
Illinois
$156K +$170K +3,838 New
RCM
353
Raleigh Capital Management
North Carolina
$141K +$576 +13 +0.4%
AC
354
AlphaCore Capital
California
$141K +$153K +3,462 New
RP
355
Rowlandmiller & Partners
Georgia
$137K
JP Morgan Chase
356
JP Morgan Chase
New York
$135K +$117K +2,641 +386%
GWS
357
Glassman Wealth Services
Virginia
$128K +$139K +3,136 New
FCG
358
Financial Connections Group
California
$124K
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$119K +$88.6K +2,000 +213%
TWM
360
Tradition Wealth Management
Minnesota
$115K +$443 +10 +0.4%
IWP
361
IAG Wealth Partners
Wisconsin
$109K +$119K +2,685 New
US Bancorp
362
US Bancorp
Minnesota
$104K
AA
363
Atmos Advisory
Pennsylvania
$95K +$354 +8 +0.3%
PP
364
PrairieView Partners
Minnesota
$93K
GRP
365
Global Retirement Partners
California
$91K
Bessemer Group
366
Bessemer Group
New Jersey
$79K
APA
367
American Portfolios Advisors
New York
$70.6K +$89 +2 +0.1%
OC
368
Oakworth Capital
Alabama
$69K +$75.6K +1,705 New
HFS
369
Heritage Financial Services
Massachusetts
$67K +$73.2K +1,652 New
VVP
370
Venture Visionary Partners
Ohio
$57.5K +$62.5K +1,410 New
IA
371
IFP Advisors
Florida
$57K
SN
372
Sittner & Nelson
Oregon
$52K
TFM
373
TFC Financial Management
Massachusetts
$51K
CWM
374
Castle Wealth Management
Florida
$51K +$56K +1,264 New
PP
375
Pacifica Partners
Canada
$50K -$6.25K -141 -11%