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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAMG
401
Milestone Asset Management Group
Connecticut
$821K +$825K +12,871 New
JWCA
402
J.W. Cole Advisors
Florida
$807K -$400K -6,240 -33%
Fisher Asset Management
403
Fisher Asset Management
Washington
$793K +$470K +7,337 +144%
MF
404
Montis Financial
Massachusetts
$790K +$795K +12,393 New
DPI
405
Diversified Portfolios Inc
Michigan
$786K -$1.03K -16 -0.1%
WP
406
Wealthspan Partners
Iowa
$780K
Empower Advisory Group
407
Empower Advisory Group
Colorado
$778K
Franklin Resources
408
Franklin Resources
California
$778K +$2.76K +43 +0.4%
CFFP
409
Center for Financial Planning
Michigan
$777K
TC
410
TownSquare Capital
Utah
$776K +$218K +3,406 +39%
VWA
411
Valued Wealth Advisors
Utah
$772K +$321 +5 +0%
SA
412
Sanctuary Advisors
Indiana
$772K
CPA
413
Cathy Pareto & Associates
Florida
$748K +$752K +11,727 New
KA
414
Klingman & Associates
New York
$747K
TFM
415
Trademark Financial Management
Minnesota
$740K
LBC
416
Lowe Brockenbrough & Co
Virginia
$739K
SWM
417
Seaside Wealth Management
California
$739K
QCM
418
QRG Capital Management
Illinois
$731K +$10.1K +157 +1%
EW
419
Evoke Wealth
California
$725K
CAG
420
Csenge Advisory Group
Florida
$721K -$41.4K -646 -5%
NP
421
NorthRock Partners
Minnesota
$701K +$2.5K +39 +0.4%
FA
422
Faithward Advisors
Pennsylvania
$697K +$19K +296 +3%
BCA
423
Bay Colony Advisors
Massachusetts
$692K +$70.1K +1,094 +11%
TFA
424
TPG Financial Advisors
Oregon
$677K
BAM
425
Belpointe Asset Management
Nevada
$677K