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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
426
Cathy Pareto & Associates
Florida
$845K +$70.2K +1,133 +10%
HA
427
Hanover Advisors
South Carolina
$842K +$148K +2,391 +24%
SRWM
428
Shira Ridge Wealth Management
California
$833K +$929 +15 +0.1%
MF
429
Montis Financial
Massachusetts
$832K +$1.05K +17 +0.1%
AF
430
Advisornet Financial
Minnesota
$827K -$8.86K -143 -1%
EW
431
Evoke Wealth
California
$826K +$58.9K +951 +8%
JWCA
432
J.W. Cole Advisors
Florida
$823K +$761K +12,283 New
Franklin Resources
433
Franklin Resources
California
$822K +$2.04K +33 +0.3%
Ameriprise
434
Ameriprise
Minnesota
$820K
Empower Advisory Group
435
Empower Advisory Group
Colorado
$818K
CFFP
436
Center for Financial Planning
Michigan
$817K
Wells Fargo
437
Wells Fargo
California
$814K -$206K -3,329 -22%
WP
438
Wealthspan Partners
Iowa
$814K -$5.2K -84 -0.7%
MA
439
Montag & Associates
Georgia
$814K -$2.41M -38,903 -76%
QCM
440
QRG Capital Management
Illinois
$804K +$7.8K +126 +1%
BCA
441
Bay Colony Advisors
Massachusetts
$799K +$23.8K +385 +3%
KA
442
Klingman & Associates
New York
$786K
CAG
443
Csenge Advisory Group
Florida
$784K +$49.8K +804 +7%
TFM
444
Trademark Financial Management
Minnesota
$777K
CRC
445
Curi RMB Capital
Illinois
$770K +$77.2K +1,247 +12%
CB
446
Commerce Bank
Missouri
$763K -$155K -2,504 -18%
Baird Financial Group
447
Baird Financial Group
Wisconsin
$752K -$220K -3,555 -24%
DPI
448
Diversified Portfolios Inc
Michigan
$749K
BAM
449
Belpointe Asset Management
Nevada
$742K
FCA
450
Fortis Capital Advisors
Kansas
$742K