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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
451
Verus Financial Partners
Virginia
$307K +$217 +4 +0.1%
PTC
452
Private Trust Company
Ohio
$305K – – –
BB
453
Busey Bank
Illinois
$304K -$3.79K -70 -1%
LBC
454
Lowe Brockenbrough & Co
Virginia
$304K -$339K -6,264 -54%
AFS
455
Annapolis Financial Services
Maryland
$302K -$2M -37,020 -87%
ECM
456
Evergreen Capital Management
Washington
$302K – – –
CCM
457
Coldstream Capital Management
Washington
$302K +$287K +5,296 New
MFWP
458
Mosaic Family Wealth Partners
Missouri
$301K +$286K +5,288 New
BSWA
459
Bromfield Sneider Wealth Advisors
Massachusetts
$300K – – –
WWC
460
Waypoint Wealth Counsel
Georgia
$296K – – –
CWAG
461
Compton Wealth Advisory Group
Virginia
$294K – – –
SCM
462
SOL Capital Management
Maryland
$294K +$7.04K +130 +3%
BC
463
Burney Company
Virginia
$292K +$277K +5,117 New
NAM
464
NTV Asset Management
West Virginia
$291K – – –
WTA
465
Washington Trust Advisors
Massachusetts
$290K – – –
FWM
466
Focused Wealth Management
New York
$284K -$19.2K -355 -7%
KS
467
Karpas Strategies
Connecticut
$282K +$34.9K +645 +15%
UB
468
UMB Bank
Missouri
$281K – – –
PAS
469
Park Avenue Securities
New York
$280K -$1.46K -27 -0.5%
BWG
470
Beta Wealth Group
California
$279K -$5.58K -103 -2%
PWIA
471
Porter White Investment Advisors
Alabama
$277K – – –
OCM
472
One Capital Management
California
$276K – – –
WIA
473
World Investment Advisors
California
$274K -$8.88K -164 -3%
FFWA
474
FRG Family Wealth Advisors
Washington
$273K – – –
PAG
475
Private Advisory Group
Washington
$271K – – –
17 18
19
20 21