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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
351
Empower Advisory Group
Colorado
$719K -$118K -2,084 -15%
SRWM
352
Shira Ridge Wealth Management
California
$718K -$144K -2,540 -17%
CFFP
353
Center for Financial Planning
Michigan
$717K
Franklin Resources
354
Franklin Resources
California
$714K +$1.82K +32 +0.3%
WP
355
Wealthspan Partners
Iowa
$710K
SPIA
356
Steward Partners Investment Advisory
New York
$701K -$31.3K -550 -4%
TFM
357
Trademark Financial Management
Minnesota
$683K
SWM
358
Seaside Wealth Management
California
$682K
QCM
359
QRG Capital Management
Illinois
$679K +$59.5K +1,046 +10%
EW
360
Evoke Wealth
California
$669K
CAG
361
Csenge Advisory Group
Florida
$660K +$92.5K +1,627 +17%
BAM
362
Belpointe Asset Management
Nevada
$652K +$630K +11,074 New
FCA
363
Fortis Capital Advisors
Kansas
$652K +$630K +11,074 New
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$651K -$21.5K -378 -3%
NP
365
NorthRock Partners
Minnesota
$643K +$1.71K +30 +0.3%
FTUS
366
Flow Traders U.S.
New York
$642K +$166K +2,925 +37%
IFS
367
Intelligent Financial Strategies
Minnesota
$628K -$40K -704 -6%
TFA
368
TPG Financial Advisors
Oregon
$625K +$604K +10,621 New
GLA
369
Great Lakes Advisors
Illinois
$622K
SWA
370
SFMG Wealth Advisors
Texas
$620K +$171 +3 +0%
VWA
371
Visionary Wealth Advisors
Illinois
$611K
RWM
372
Ritholtz Wealth Management
New York
$610K +$589K +10,366 New
AFAS
373
Acorn Financial Advisory Services
Virginia
$608K -$3.41K -60 -0.6%
TCM
374
TruNorth Capital Management
Michigan
$602K +$2.16K +38 +0.4%
CRC
375
Curi RMB Capital
Illinois
$598K +$1.59K +28 +0.3%