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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
McLean Asset Management
Virginia
$31.8M +$137K +3,183 +0.4%
AWM
27
AE Wealth Management
Kansas
$29.7M +$4.96M +115,286 +18%
AAM
28
Austin Asset Management
Texas
$28.7M +$623K +14,492 +2%
Truist Financial
29
Truist Financial
North Carolina
$28.4M -$1.94M -45,022 -6%
1WM
30
1900 Wealth Management
Texas
$27.8M -$1.03M -23,891 -3%
RS
31
Retirement Solution
Washington
$27.3M +$4.46M +103,835 +17%
WA
32
Wealthstream Advisors
New York
$26.9M -$179K -4,170 -0.6%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$26.5M +$13.3M +310,271 +83%
AIS
34
American Investment Services
Massachusetts
$24.7M +$402K +9,353 +1%
CPIG
35
Chicago Partners Investment Group
Illinois
$22.6M +$977K +22,721 +4%
SWA
36
Sax Wealth Advisors
New Jersey
$22.1M -$3.18K -74 -0%
KAS
37
Kestra Advisory Services
Texas
$21.3M -$6.85M -159,294 -23%
HIG
38
Heritage Investment Group
Florida
$20.3M -$30.1K -700 -0.1%
DFS
39
Dixon Fnancial Services
California
$19.3M -$36.4K -847 -0.2%
DEM
40
Disciplined Equity Management
Florida
$17.3M +$497K +11,560 +3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$16.5M -$3.55M -82,498 -16%
AC
42
Apella Capital
Connecticut
$16.2M -$13.8K -320 -0.1%
LFG
43
Larson Financial Group
Missouri
$14.7M -$765K -17,789 -5%
CL
44
CPWM LLC
Washington
$14.6M +$8.52M +198,246 +111%
WCWM
45
Willow Creek Wealth Management
California
$14.6M +$5.79M +134,648 +56%
IDA
46
Intelligence Driven Advisers
California
$14.5M +$1.39M +32,293 +10%
WIM
47
Warwick Investment Management
Texas
$14.4M +$1.53M +35,646 +10%
HWMG
48
Hurlow Wealth Management Group
Indiana
$14.1M -$349K -8,119 -2%
JTWM
49
Jackson Thornton Wealth Management
Alabama
$13.8M -$492K -11,449 -3%
BPA
50
Beacon Pointe Advisors
California
$12.7M -$380K -8,837 -3%