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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
426
PCG Wealth Advisors
Kansas
$467K
GRP
427
Global Retirement Partners
California
$463K +$24.2K +405 +6%
PC
428
Peavine Capital
Nevada
$462K
WWM
429
Westwood Wealth Management
California
$462K
Wells Fargo
430
Wells Fargo
California
$456K +$202K +3,374 +85%
RWRC
431
R.W. Roge & Company
New York
$454K -$2.4K -40 -0.5%
SVWG
432
Shared Vision Wealth Group
United States
$453K
FRA
433
Frank Rimerman Advisors
California
$447K
BCM
434
Becker Capital Management
Oregon
$438K
C1AG
435
Client 1st Advisory Group
Florida
$432K +$416K +6,951 New
AWS
436
Atria Wealth Solutions
New York
$430K
EBA
437
Eagle Bay Advisors
New York
$430K
KBFS
438
Kohmann Bosshard Financial Services
Ohio
$430K -$15.3K -256 -4%
Kovitz Investment Group Partners
439
Kovitz Investment Group Partners
Illinois
$428K
EA
440
Efficient Advisors
Ohio
$427K -$19.1K -319 -4%
BPWM
441
Badgley Phelps Wealth Managers
Washington
$417K -$8.98K -150 -2%
BSSFA
442
Baron Silver Stevens Financial Advisors
Florida
$416K
PWM
443
Penobscot Wealth Management
Maine
$405K
GKWIM
444
Gerber Kawasaki Wealth & Investment Management
California
$404K +$958 +16 +0.2%
PTC
445
Private Trust Company
Ohio
$398K -$103K -1,714 -21%
GWM
446
GSB Wealth Management
Connecticut
$395K -$3.59K -60 -0.9%
C
447
Certuity
Florida
$395K -$22.3K -373 -6%
HKIMG
448
Hutchens & Kramer Investment Management Group
Indiana
$394K +$2.63K +44 +0.7%
SRCM
449
Signature Resources Capital Management
California
$389K +$4.25K +71 +1%
FTUS
450
Flow Traders U.S.
New York
$388K -$279K -4,668 -43%