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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
476
Builder Investment Group
Georgia
$228K +$968 +20 +0.5%
AMG
477
Advisors Management Group
Wisconsin
$228K
HKIMG
478
Hutchens & Kramer Investment Management Group
Indiana
$226K +$211K +4,358 New
AWA
479
Arkadios Wealth Advisors
Georgia
$223K
KS
480
Karpas Strategies
Connecticut
$223K +$208K +4,296 New
FIA
481
Foundations Investment Advisors
Arizona
$223K +$203K +4,189 New
AG
482
AlTi Global
New York
$223K +$208K +4,294 New
PP
483
PDS Planning
Ohio
$221K +$207K +4,267 New
EI
484
Ellevest Inc
New York
$220K +$205K +4,244 New
BWM
485
BlackDiamond Wealth Management
New York
$220K +$199K +4,112 New
FSCM
486
Front Street Capital Management
Montana
$219K
M
487
MOTCO
Texas
$217K
CC
488
Capstone Capital
Nevada
$214K +$200K +4,133 New
AL
489
Aspiriant LLC
California
$211K +$197K +4,078 New
SS
490
Simplicity Solutions
Minnesota
$210K +$196K +4,056 New
BJL
491
Brighton Jones LLC
Washington
$207K +$194K +3,998 New
GI
492
Gradient Investments
Minnesota
$204K
CCMG
493
Clark Capital Management Group
Pennsylvania
$203K +$190K +3,922 New
HH
494
HWG Holdings
Texas
$198K
RF
495
Robinswood Financial
Washington
$195K
MSWM
496
McGlone Suttner Wealth Management
Wisconsin
$194K +$181K +3,747 New
RCM
497
Raleigh Capital Management
North Carolina
$182K
IWA
498
Icon Wealth Advisors
Texas
$176K +$164K +3,390 New
RP
499
Rowlandmiller & Partners
Georgia
$175K
SVCP
500
Silicon Valley Capital Partners
California
$173K +$726 +15 +0.5%