We are live on ! Find out more
DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
451
NorthRock Partners
Minnesota
$740K +$1.86K +30 +0.3%
SWM
452
Seaside Wealth Management
California
$736K
DAS
453
Diversify Advisory Services
Utah
$736K -$223K -3,605 -25%
EFG
454
Everhart Financial Group
Ohio
$726K
SFP
455
Sterling Financial Planning
New Jersey
$717K +$35.6K +575 +6%
CCM
456
Coldstream Capital Management
Washington
$710K +$328K +5,296 +100%
LBC
457
Lowe Brockenbrough & Co
Virginia
$706K -$65.7K -1,061 -9%
WWC
458
Waypoint Wealth Counsel
Georgia
$697K
RWM
459
Ritholtz Wealth Management
New York
$695K
PAG
460
Private Advisory Group
Washington
$694K
FA
461
Faithward Advisors
Pennsylvania
$691K +$6.5K +105 +1%
WTC
462
WhitTier Trust Company
Nevada
$688K
TCM
463
TruNorth Capital Management
Michigan
$685K
NSG
464
Nalls Sherbakoff Group
Tennessee
$682K +$1.49K +24 +0.2%
SWA
465
SFMG Wealth Advisors
Texas
$682K -$7.12K -115 -1%
MCM
466
MAI Capital Management
Ohio
$678K +$1.49K +24 +0.2%
CCM
467
Condor Capital Management
New Jersey
$676K
RWRC
468
R.W. Roge & Company
New York
$675K -$59.8K -965 -9%
BWMG
469
Bannerman Wealth Management Group
Texas
$673K
BIG
470
Builder Investment Group
Georgia
$669K +$91.5K +1,477 +17%
MPW
471
Magnolia Private Wealth
Pennsylvania
$665K -$12.3M -198,906 -95%
TCM
472
Towneley Capital Management
California
$663K +$1.67K +27 +0.3%
GWA
473
Geometric Wealth Advisors
District of Columbia
$662K
IF
474
Integrity Financial
Wyoming
$650K +$323K +5,221 +116%
MWA
475
Midland Wealth Advisors
Illinois
$648K -$3.16K -51 -0.5%