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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$114M +$1.24M +15,715 +1%
JWA
27
JFS Wealth Advisors
Pennsylvania
$109M -$1.89M -23,868 -2%
Corient Private Wealth
28
Corient Private Wealth
Florida
$106M -$27.9M -353,088 -21%
IDA
29
Intelligence Driven Advisers
California
$105M -$83.7K -1,059 -0.1%
SFA
30
Sequoia Financial Advisors
Ohio
$104M -$2.21M -27,932 -2%
SC
31
Savant Capital
Illinois
$103M +$25.7M +324,760 +35%
CFO
32
Colony Family Offices
North Carolina
$98.7M +$3.7M +46,782 +4%
MWM
33
Modera Wealth Management
New Jersey
$96.5M +$6.93M +87,637 +8%
DPW
34
DiNuzzo Private Wealth
Pennsylvania
$95.9M -$530K -6,702 -0.6%
FFM
35
Forum Financial Management
Illinois
$93.9M -$2.05M -25,919 -2%
CPIG
36
Chicago Partners Investment Group
Illinois
$92.8M +$3.47M +43,837 +4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$84.7M +$1.05M +13,280 +1%
FG
38
Foster Group
Iowa
$77.1M -$452K -5,712 -0.6%
AAM
39
Austin Asset Management
Texas
$77.1M +$308K +3,895 +0.4%
CL
40
Choreo LLC
Illinois
$76.7M +$178K +2,253 +0.2%
EF
41
Evanson Financial
Virginia
$76.2M +$73.6M +930,248 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$75.6M +$67.5K +854 +0.1%
EFP
43
Elser Financial Planning
Indiana
$75.5M -$804K -10,167 -1%
OFP
44
OLIO Financial Planning
Virginia
$73.5M +$1.13M +14,241 +2%
PF
45
Penney Financial
Texas
$73.2M +$70.7M +893,449 New
HWMT
46
Heritage Wealth Management (Texas)
Texas
$72.9M -$387K -4,889 -0.5%
WMN
47
Wealth Management Nebraska
Nebraska
$72.3M +$3.77M +47,612 +6%
QWM
48
Quadcap Wealth Management
Texas
$70.7M +$2.86M +36,133 +4%
TWC
49
Tencap Wealth Coaching
Utah
$69.2M +$88.9K +1,124 +0.1%
JP Morgan Chase
50
JP Morgan Chase
New York
$67.8M +$1.68M +21,234 +3%