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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$102M -$2.51M -34,166 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$97.4M -$3.05M -41,492 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$97.1M +$2.6M +35,415 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$95.5M -$3.18M -43,284 -3%
AC
30
Apella Capital
Connecticut
$90.8M +$4.57M +62,139 +5%
Bank of America
31
Bank of America
North Carolina
$90.7M +$2.67M +36,308 +3%
FFM
32
Forum Financial Management
Illinois
$88.8M -$1.11M -15,169 -1%
DPW
33
DiNuzzo Private Wealth
Pennsylvania
$87.3M -$3.39M -46,128 -4%
MWM
34
Modera Wealth Management
New Jersey
$84.3M -$3.83M -52,197 -4%
CFO
35
Colony Family Offices
North Carolina
$84.2M +$3.88M +52,863 +5%
CPIG
36
Chicago Partners Investment Group
Illinois
$81.8M -$161K -2,189 -0.2%
FG
37
Foster Group
Iowa
$71.5M -$2.06M -27,991 -3%
EAM
38
Evanson Asset Management
California
$70.5M +$2.39M +32,562 +4%
AAM
39
Austin Asset Management
Texas
$70.4M -$512K -6,973 -0.7%
CL
40
Choreo LLC
Illinois
$69.4M -$1.31M -17,814 -2%
SC
41
Savant Capital
Illinois
$69.3M -$923K -12,559 -1%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$69.1M +$56.9M +774,697 +492%
HWMT
43
Heritage Wealth Management (Texas)
Texas
$65.5M -$907K -12,344 -1%
OFP
44
OLIO Financial Planning
Virginia
$63.5M +$2.31M +31,450 +4%
TWC
45
Tencap Wealth Coaching
Utah
$60.3M +$59.6M +811,875 New
JP Morgan Chase
46
JP Morgan Chase
New York
$59.5M -$6.94M -94,461 -11%
QWM
47
Quadcap Wealth Management
Texas
$58M +$2.29M +31,213 +4%
WMN
48
Wealth Management Nebraska
Nebraska
$58M +$2.56M +34,840 +5%
1WM
49
1900 Wealth Management
Texas
$56.5M -$317K -4,312 -0.6%
HSG
50
Helen Stephens Group
Texas
$56M +$1.96M +26,675 +4%