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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
451
Pure Financial Advisors
California
$983K +$22.7K +309 +2%
PFM
452
Phillips Financial Management
Indiana
$980K -$27.2K -370 -3%
NGA
453
Naples Global Advisors
Florida
$975K
SAM
454
SP Asset Management
California
$973K +$2.06K +28 +0.2%
PSP
455
Principal Street Partners
Tennessee
$972K +$2.06K +28 +0.2%
MAMG
456
Milestone Asset Management Group
Connecticut
$971K +$15.1K +206 +2%
FPCG
457
Forum Private Client Group
Indiana
$948K -$14K -191 -1%
Wells Fargo
458
Wells Fargo
California
$946K +$44.7K +609 +5%
CPW
459
Cogent Private Wealth
Florida
$941K +$932K +12,681 New
IA
460
IFG Advisors
Missouri
$937K -$22K -300 -2%
SWM
461
SpringVest Wealth Management
Texas
$929K +$318K +4,323 +53%
HA
462
Hanover Advisors
South Carolina
$919K
EFG
463
Everhart Financial Group
Ohio
$914K -$4.48K -61 -0.5%
Franklin Resources
464
Franklin Resources
California
$914K +$1.98K +27 +0.2%
EW
465
Evoke Wealth
California
$914K
NP
466
NorthRock Partners
Minnesota
$911K +$89.2K +1,214 +11%
SRWM
467
Shira Ridge Wealth Management
California
$908K -$12.7K -173 -1%
PMG
468
Private Management Group
California
$908K -$93.7K -1,275 -9%
AF
469
Advisornet Financial
Minnesota
$906K +$1.1K +15 +0.1%
LWL
470
Leo Wealth LLC
Texas
$905K -$9.62K -131 -1%
CFFP
471
Center for Financial Planning
Michigan
$904K
SIAG
472
Safeguard Investment Advisory Group
California
$901K -$75.5K -1,028 -8%
MA
473
Montag & Associates
Georgia
$900K
WP
474
Wealthspan Partners
Iowa
$898K
GCM
475
Gambit Capital Management
Tennessee
$896K +$888K +12,082 New