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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
401
Porter White Investment Advisors
Alabama
$234K
OCM
402
One Capital Management
California
$233K
MSWM
403
McGlone Suttner Wealth Management
Wisconsin
$229K
CIA
404
Cape Investment Advisory
Georgia
$224K +$31.6K +695 +18%
WAM
405
Weatherly Asset Management
California
$224K
DWA
406
Delap Wealth Advisory
Oregon
$222K
WP
407
Westmount Partners
California
$220K
WANY
408
Wealthspire Advisors (New York)
New York
$218K -$20.4K -448 -9%
FI
409
Financial Insights
Washington
$218K
MWP
410
Meridian Wealth Partners
Pennsylvania
$217K +$205K +4,496 New
Prudential Financial
411
Prudential Financial
New Jersey
$215K +$203K +4,462 New
BWM
412
BlackDiamond Wealth Management
New York
$213K +$196K +4,304 New
AMG
413
Advisors Management Group
Wisconsin
$212K +$200K +4,392 New
AWM
414
Accel Wealth Management
Iowa
$211K +$200K +4,388 New
BIG
415
Builder Investment Group
Georgia
$210K +$199K +4,368 New
BPFA
416
Barnes Pettey Financial Advisors
Mississippi
$207K +$196K +4,305 New
TA
417
Tiedemann Advisors
New York
$207K -$147K -3,225 -43%
PP
418
PDS Planning
Ohio
$204K +$193K +4,233 New
FSCM
419
Front Street Capital Management
Montana
$203K +$192K +4,223 New
EI
420
Ellevest Inc
New York
$203K +$637 +14 +0.3%
M
421
MOTCO
Texas
$202K
LSA
422
Lion Street Advisors
Texas
$201K +$182K +4,000 New
GI
423
Gradient Investments
Minnesota
$190K
HH
424
HWG Holdings
Texas
$184K +$174K +3,819 New
RF
425
Robinswood Financial
Washington
$181K +$171K +3,763 New