We are live on ! Find out more
DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$49.6M +$2.22M +45,887 +5%
AAM
27
Austin Asset Management
Texas
$49.5M +$1.56M +32,245 +3%
Mariner
28
Mariner
Kansas
$47M +$1.25M +25,803 +3%
EAM
29
Evanson Asset Management
California
$44.8M +$539K +11,147 +1%
CFO
30
Colony Family Offices
North Carolina
$43.7M +$55.1K +1,139 +0.1%
HWMT
31
Heritage Wealth Management (Texas)
Texas
$37.9M -$711K -14,705 -2%
Truist Financial
32
Truist Financial
North Carolina
$37.6M +$1.05M +21,656 +3%
1WM
33
1900 Wealth Management
Texas
$37.3M +$470K +9,724 +1%
MAM
34
McLean Asset Management
Virginia
$32.9M -$394K -8,142 -1%
AC
35
Apella Capital
Connecticut
$31.5M -$680K -14,050 -2%
WA
36
Wealthstream Advisors
New York
$31.3M -$851K -17,586 -3%
PCA
37
Prosperity Capital Advisors
Ohio
$30.8M +$358K +7,403 +1%
RFP
38
Root Financial Partners
California
$30.8M +$6.25M +129,198 +24%
AIS
39
American Investment Services
Massachusetts
$30.4M +$335K +6,932 +1%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$30.2M +$11.7M +242,458 +60%
SWA
41
Sax Wealth Advisors
New Jersey
$29.6M +$3.39M +70,067 +12%
AWM
42
AE Wealth Management
Kansas
$26.8M -$2.62M -54,256 -9%
CPIG
43
Chicago Partners Investment Group
Illinois
$26.6M -$203K -4,206 -0.7%
JP Morgan Chase
44
JP Morgan Chase
New York
$24.3M +$2.23M +46,122 +10%
KAS
45
Kestra Advisory Services
Texas
$24.1M +$9.63M +199,018 +63%
RS
46
Retirement Solution
Washington
$24M -$2.36M -48,739 -9%
HIG
47
Heritage Investment Group
Florida
$24M -$20K -414 -0.1%
KCM
48
KM Capital Management
Texas
$23.6M +$1.96M +40,610 +9%
PCMC
49
Private Capital Management (Colorado)
Colorado
$23M +$2.52M +52,139 +12%
DFS
50
Dixon Fnancial Services
California
$22.5M -$465K -9,618 -2%