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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Seaside Wealth Management
California
$660K
PNC Financial Services Group
352
PNC Financial Services Group
Pennsylvania
$652K -$5.79K -107 -0.9%
EW
353
Evoke Wealth
California
$648K
IFS
354
Intelligent Financial Strategies
Minnesota
$648K -$44.4K -820 -7%
SM
355
Sensible Money
Arizona
$643K +$208K +3,841 +52%
Prudential Financial
356
Prudential Financial
New Jersey
$637K +$164K +3,026 +37%
NP
357
NorthRock Partners
Minnesota
$621K +$1.25K +23 +0.2%
FCI
358
Financial Counselors Inc
Kansas
$616K
GLA
359
Great Lakes Advisors
Illinois
$602K
SWA
360
SFMG Wealth Advisors
Texas
$600K +$108 +2 +0%
MWA
361
Midland Wealth Advisors
Illinois
$600K -$7.04K -130 -1%
QCM
362
QRG Capital Management
Illinois
$597K -$148K -2,733 -21%
MCM
363
MAI Capital Management
Ohio
$596K +$1.03K +19 +0.2%
VWA
364
Visionary Wealth Advisors
Illinois
$592K
AFAS
365
Acorn Financial Advisory Services
Virginia
$592K -$21.8K -403 -4%
PWA
366
Physician Wealth Advisors
Utah
$591K +$20.8K +385 +4%
RWM
367
Revisor Wealth Management
Ohio
$589K +$586K +10,820 New
TA
368
TFB Advisors
Kansas
$588K +$63.5K +1,173 +12%
CA
369
Cetera Advisors
Colorado
$587K +$246K +4,552 +79%
TCM
370
TruNorth Capital Management
Michigan
$581K +$552K +10,190 New
CRC
371
Curi RMB Capital
Illinois
$578K +$549K +10,137 New
HA
372
Hanover Advisors
South Carolina
$576K +$104K +1,928 +24%
CCM
373
Condor Capital Management
New Jersey
$575K
MFS
374
Madrona Financial Services
Washington
$573K -$40.9K -755 -7%
GWA
375
Geometric Wealth Advisors
District of Columbia
$563K