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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
451
Beacon Financial Advisory
Ohio
$1.16M -$4.59K -58 -0.4%
SAM
452
Summit Asset Management
Tennessee
$1.15M
CPA
453
Cathy Pareto & Associates
Florida
$1.15M +$47.2K +597 +4%
FH
454
Financial Harvest
Florida
$1.15M
CFFP
455
Center for Financial Planning
Michigan
$1.14M +$136K +1,718 +14%
PP
456
PDS Planning
Ohio
$1.13M +$748K +9,457 +217%
W
457
WorthPointe
California
$1.13M -$38.3K -484 -3%
LNWTC
458
Laird Norton Wetherby Trust Company
Washington
$1.12M -$15.9K -201 -1%
MWPCG
459
Measured Wealth Private Client Group
New Hampshire
$1.1M
FPCG
460
Forum Private Client Group
Indiana
$1.1M -$712 -9 -0.1%
AGP
461
Autumn Glory Partners
Texas
$1.09M +$487K +6,157 +87%
WRCM
462
Western Reserve Capital Management
Ohio
$1.09M +$414K +5,232 +65%
PWMG
463
Prestige Wealth Management Group
New Jersey
$1.08M -$49.8K -630 -5%
SAM
464
SP Asset Management
California
$1.08M +$2.53K +32 +0.2%
PSP
465
Principal Street Partners
Tennessee
$1.08M +$2.53K +32 +0.2%
MAMG
466
Milestone Asset Management Group
Connecticut
$1.08M +$1.42K +18 +0.1%
NGA
467
Naples Global Advisors
Florida
$1.08M
WN
468
Williams & Novak
California
$1.07M +$185K +2,334 +22%
Bank of New York Mellon
469
Bank of New York Mellon
New York
$1.06M -$1.82K -23 -0.2%
Wells Fargo
470
Wells Fargo
California
$1.06M +$462K +5,841 +83%
W
471
WPWealth
Texas
$1.05M +$1.82K +23 +0.2%
IAAG
472
Innovative Asset Advisors Group
Connecticut
$1.05M -$21.7K -275 -2%
PAG
473
Private Advisory Group
Washington
$1.04M
IA
474
IFG Advisors
Missouri
$1.04M
PFA
475
Pure Financial Advisors
California
$1.03M -$1.5K -19 -0.2%