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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
476
Northern Financial Advisors
Michigan
$270K +$217 +4 +0.1%
WWM
477
Whalen Wealth Management
Nevada
$269K
CWA
478
Canvas Wealth Advisors
Kansas
$269K +$267K +4,938 New
Vanguard Personalized Indexing Management
479
Vanguard Personalized Indexing Management
California
$268K
CTWM
480
Cherry Tree Wealth Management
Minnesota
$267K
AWM
481
Accel Wealth Management
Iowa
$267K
WAM
482
Weatherly Asset Management
California
$265K
GD
483
Grandfield & Dodd
New York
$262K -$18.9K -350 -7%
WP
484
Westmount Partners
California
$260K
TWP
485
Tyche Wealth Partners
Texas
$259K
FI
486
Financial Insights
Washington
$258K
LNC
487
Lincoln National Corp
Pennsylvania
$258K +$245K +4,526 New
DWA
488
Delap Wealth Advisory
Oregon
$257K
FIA
489
Foundations Investment Advisors
Arizona
$257K +$17.2K +317 +8%
MWP
490
Meridian Wealth Partners
Pennsylvania
$256K
BOC
491
Bull Oak Capital
California
$253K -$271 -5 -0.1%
CCM
492
Carlson Capital Management
Minnesota
$253K -$2.32M -42,888 -91%
AMG
493
Advisors Management Group
Wisconsin
$250K
AWA
494
Arkadios Wealth Advisors
Georgia
$245K
AG
495
AlTi Global
New York
$245K
PP
496
PDS Planning
Ohio
$244K +$433 +8 +0.2%
EI
497
Ellevest Inc
New York
$242K +$541 +10 +0.2%
M
498
MOTCO
Texas
$238K
SFP
499
Sterling Financial Planning
New Jersey
$237K +$225K +4,165 New
CC
500
Capstone Capital
Nevada
$235K