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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Apriem Advisors
California
$233K +$235K +5,610 New
LWM
377
Lodestone Wealth Management
Washington
$233K +$234K +5,603 New
BTWM
378
Baker Tilly Wealth Management
Wisconsin
$229K +$1.04K +25 +0.5%
LBC
379
Lowe Brockenbrough & Co
Virginia
$222K
FWM
380
Focused Wealth Management
New York
$222K +$223K +5,331 New
ECM
381
Evergreen Capital Management
Washington
$220K
BSWA
382
Bromfield Sneider Wealth Advisors
Massachusetts
$219K
WWC
383
Waypoint Wealth Counsel
Georgia
$216K +$217K +5,197 New
SW
384
Simplicity Wealth
New Jersey
$216K +$217K +5,179 New
NAM
385
NTV Asset Management
West Virginia
$213K +$214K +5,115 New
WTA
386
Washington Trust Advisors
Massachusetts
$212K
PAG
387
Private Advisory Group
Washington
$208K +$209K +5,009 New
FFWA
388
FRG Family Wealth Advisors
Washington
$208K +$209K +4,993 New
UB
389
UMB Bank
Missouri
$206K
MAC
390
Mason & Associates (California)
California
$205K +$206K +4,921 New
PWIA
391
Porter White Investment Advisors
Alabama
$202K +$203K +4,861 New
BWM
392
BlackDiamond Wealth Management
New York
$202K +$199K +4,751 New
Wells Fargo
393
Wells Fargo
California
$185K -$7.74K -185 -4%
PTC
394
Private Trust Company
Ohio
$183K +$184K +4,399 New
EI
395
Ellevest Inc
New York
$174K +$794 +19 +0.5%
M
396
MOTCO
Texas
$174K +$175K +4,184 New
GI
397
Gradient Investments
Minnesota
$164K -$105K -2,522 -39%
RCM
398
Raleigh Capital Management
North Carolina
$146K +$711 +17 +0.5%
AC
399
AlphaCore Capital
California
$144K
RP
400
Rowlandmiller & Partners
Georgia
$140K