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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
451
Perigon Wealth Management
California
$339K +$327K +5,759 New
AWMG
452
Alliance Wealth Management Group
New Jersey
$337K – – –
TCM
453
Towercrest Capital Management
Pennsylvania
$337K – – –
CCWM
454
Cassaday & Co Wealth Management
Virginia
$334K – – –
NG
455
Norden Group
Utah
$332K +$321K +5,645 New
TC
456
TownSquare Capital
Utah
$332K +$321K +5,645 New
FWCM
457
Ferguson Wellman Capital Management
Oregon
$332K – – –
AA
458
Apriem Advisors
California
$330K – – –
GCA
459
Gradient Capital Advisors
California
$325K -$92K -1,618 -23%
CFGS
460
Concourse Financial Group Securities
Alabama
$325K -$2.44K -43 -0.8%
SWP
461
Strategic Wealth Partners
Ohio
$324K – – –
SA
462
Sanctuary Advisors
Indiana
$321K +$330K +5,804 New
VFP
463
Verus Financial Partners
Virginia
$318K +$341 +6 +0.1%
LBC
464
Lowe Brockenbrough & Co
Virginia
$314K – – –
AFS
465
Annapolis Financial Services
Maryland
$312K – – –
ECM
466
Evergreen Capital Management
Washington
$312K – – –
CCM
467
Coldstream Capital Management
Washington
$312K – – –
AFG
468
Atomi Financial Group
New York
$310K +$299K +5,260 New
BWG
469
Beta Wealth Group
California
$309K +$20.1K +354 +7%
VW
470
Vance Wealth
California
$306K -$11.6K -204 -4%
WWC
471
Waypoint Wealth Counsel
Georgia
$306K – – –
TPWA
472
TRUE Private Wealth Advisors
Oregon
$304K -$77.4K -1,362 -21%
CWAG
473
Compton Wealth Advisory Group
Virginia
$304K – – –
CWA
474
Canvas Wealth Advisors
Kansas
$303K +$12.2K +214 +4%
SCM
475
SOL Capital Management
Maryland
$302K -$1.71K -30 -0.6%
17 18
19
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