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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
426
Essex Financial Services
Connecticut
$725K +$88.4K +1,384 +13%
QCM
427
QRG Capital Management
Illinois
$718K +$25.6K +401 +3%
KA
428
Klingman & Associates
New York
$709K – – –
TFM
429
Trademark Financial Management
Minnesota
$702K – – –
LBC
430
Lowe Brockenbrough & Co
Virginia
$701K – – –
BCA
431
Bay Colony Advisors
Massachusetts
$694K +$43.8K +685 +6%
CPA
432
Cathy Pareto & Associates
Florida
$694K -$16.4K -256 -2%
EW
433
Evoke Wealth
California
$688K – – –
DPI
434
Diversified Portfolios Inc
Michigan
$676K -$73.7K -1,154 -9%
BAM
435
Belpointe Asset Management
Nevada
$670K – – –
FCA
436
Fortis Capital Advisors
Kansas
$670K – – –
RWRC
437
R.W. Roge & Company
New York
$668K +$387K +6,063 +122%
NP
438
NorthRock Partners
Minnesota
$666K +$1.6K +25 +0.2%
SWM
439
Seaside Wealth Management
California
$664K -$38.3K -600 -5%
EFG
440
Everhart Financial Group
Ohio
$655K +$692K +10,830 New
CAG
441
Csenge Advisory Group
Florida
$652K +$9.84K +154 +1%
AWMM
442
Aegis Wealth Management (Maryland)
Maryland
$648K +$685K +10,716 New
WWC
443
Waypoint Wealth Counsel
Georgia
$629K – – –
RWM
444
Ritholtz Wealth Management
New York
$627K – – –
PAG
445
Private Advisory Group
Washington
$627K – – –
AFAS
446
Acorn Financial Advisory Services
Virginia
$625K +$64 +1 +0%
SWA
447
SFMG Wealth Advisors
Texas
$623K +$128 +2 +0%
WTC
448
WhitTier Trust Company
Nevada
$621K +$656K +10,263 New
CRC
449
Curi RMB Capital
Illinois
$620K +$1.41K +22 +0.2%
TCM
450
TruNorth Capital Management
Michigan
$619K – – –
16 17
18
19 20