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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
426
Avantax Planning Partners
Iowa
$1.12M – – –
LCAM
427
London & Capital Asset Management
United Kingdom
$1.12M – – –
OFA
428
Onyx Financial Advisors
Idaho
$1.12M +$148 +2 +0%
SW
429
Simplicity Wealth
New Jersey
$1.11M +$8.37K +113 +0.7%
CWD
430
Clarity Wealth Development
Oregon
$1.1M -$27.6K -372 -2%
EIA
431
Eldridge Investment Advisors
New Hampshire
$1.1M +$519 +7 +0%
MCM
432
MAI Capital Management
Ohio
$1.1M -$641K -8,647 -36%
FPI
433
Financial Plan Inc
Washington
$1.09M – – –
WWM
434
Western Wealth Management
Colorado
$1.06M -$50K -675 -4%
2L
435
25 LLC
Missouri
$1.06M -$10K -135 -0.9%
VWM
436
Vigil Wealth Management
Florida
$1.05M +$7.86K +106 +0.7%
NRWA
437
North Ridge Wealth Advisors
Oregon
$1.03M – – –
MSF
438
Mustard Seed Financial
Arkansas
$1.02M +$79K +1,066 +8%
MHWM
439
Montz Harcus Wealth Management
Louisiana
$1.02M +$2.52K +34 +0.2%
FF
440
Francis Financial
$1.02M – – –
AIP
441
Avail Investment Partners
Pennsylvania
$1.02M +$1.06M +14,328 New
IRP
442
Investment Research Partners
Pennsylvania
$1.02M +$1.19K +16 +0.1%
W
443
WorthPointe
California
$1.01M -$1.23M -16,540 -54%
WFA
444
WestHill Financial Advisors
California
$1.01M -$35.5K -479 -3%
BFA
445
Beacon Financial Advisory
Ohio
$1.01M -$4.74K -64 -0.4%
SAM
446
Summit Asset Management
Tennessee
$998K -$19.9K -268 -2%
PPP
447
Prism Planning Partners
Illinois
$993K +$74 +1 +0%
FH
448
Financial Harvest
Florida
$992K – – –
SAM
449
Synergy Asset Management
Washington
$987K +$270K +3,648 +35%
LNWTC
450
Laird Norton Wetherby Trust Company
Washington
$983K +$14.9K +201 +1%
16 17
18
19 20