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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
401
NTV Asset Management
West Virginia
$238K
WTA
402
Washington Trust Advisors
Massachusetts
$237K
EFS
403
Essex Financial Services
Connecticut
$237K +$246K +5,085 New
BOC
404
Bull Oak Capital
California
$236K +$245K +5,061 New
GRP
405
Global Retirement Partners
California
$234K -$822 -17 -0.3%
FFWA
406
FRG Family Wealth Advisors
Washington
$232K
WIA
407
World Investment Advisors
California
$230K -$9.82K -203 -4%
PAS
408
Park Avenue Securities
New York
$230K +$239K +4,944 New
SW
409
Simplicity Wealth
New Jersey
$230K +$239K +4,940 New
UB
410
UMB Bank
Missouri
$230K
PWIA
411
Porter White Investment Advisors
Alabama
$226K
OCM
412
One Capital Management
California
$224K
PAG
413
Private Advisory Group
Washington
$222K -$12.1K -250 -5%
WAM
414
Weatherly Asset Management
California
$216K
DWA
415
Delap Wealth Advisory
Oregon
$214K
WP
416
Westmount Partners
California
$212K
MWP
417
Meridian Wealth Partners
Pennsylvania
$209K
RWRC
418
R.W. Roge & Company
New York
$208K +$226K +4,680 New
Prudential Financial
419
Prudential Financial
New Jersey
$206K -$1.94K -40 -0.9%
FI
420
Financial Insights
Washington
$206K
AWM
421
Accel Wealth Management
Iowa
$204K
BIG
422
Builder Investment Group
Georgia
$204K +$725 +15 +0.3%
AMG
423
Advisors Management Group
Wisconsin
$204K
AWA
424
Arkadios Wealth Advisors
Georgia
$200K +$208K +4,302 New
FSCM
425
Front Street Capital Management
Montana
$197K