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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$98.9M +$6.11M +82,396 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$98M +$6.95M +93,799 +7%
JWA
28
JFS Wealth Advisors
Pennsylvania
$96.3M -$2.58M -34,838 -3%
SFA
29
Sequoia Financial Advisors
Ohio
$92M -$5.89M -79,453 -6%
IDA
30
Intelligence Driven Advisers
California
$90.8M -$12.9M -173,823 -12%
CPIG
31
Chicago Partners Investment Group
Illinois
$85.8M +$1.4M +18,862 +2%
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$83.4M -$72.3K -976 -0.1%
FFM
33
Forum Financial Management
Illinois
$83.1M -$1.9M -25,580 -2%
CFO
34
Colony Family Offices
North Carolina
$82.1M +$1.69M +22,765 +2%
MWM
35
Modera Wealth Management
New Jersey
$77.3M -$3.46M -46,626 -4%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$72.4M -$40.6M -547,524 -35%
FG
37
Foster Group
Iowa
$67.2M -$1.29M -17,409 -2%
EAM
38
Evanson Asset Management
California
$66.6M -$788K -10,636 -1%
AAM
39
Austin Asset Management
Texas
$66.5M -$904K -12,195 -1%
CL
40
Choreo LLC
Illinois
$66.2M +$376K +5,070 +0.5%
EFP
41
Elser Financial Planning
Indiana
$66M +$65.8M +888,265 +2,077%
SC
42
Savant Capital
Illinois
$65.8M -$492K -6,638 -0.7%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$65.4M -$765K -10,330 -1%
HWMT
44
Heritage Wealth Management (Texas)
Texas
$63.4M +$852K +11,492 +1%
OFP
45
OLIO Financial Planning
Virginia
$62.6M +$1.95M +26,346 +3%
TWC
46
Tencap Wealth Coaching
Utah
$59.8M +$2.25M +30,307 +4%
WMN
47
Wealth Management Nebraska
Nebraska
$59.2M +$3.99M +53,871 +7%
QWM
48
Quadcap Wealth Management
Texas
$58.6M +$3.33M +44,977 +6%
JP Morgan Chase
49
JP Morgan Chase
New York
$56M +$807K +10,884 +1%
1WM
50
1900 Wealth Management
Texas
$55.9M +$1.98M +26,710 +4%