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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
476
Builder Investment Group
Georgia
$688K -$33.9K -486 -5%
SIM
477
Stratos Investment Management
Ohio
$685K -$708K -10,157 -52%
EFS
478
Essex Financial Services
Connecticut
$681K -$7.11K -102 -1%
CIA
479
Cape Investment Advisory
Georgia
$675K +$19.1K +274 +3%
HNB
480
Huntington National Bank
Ohio
$672K
CTC
481
Central Trust Company
Missouri
$671K
IFS
482
Intelligent Financial Strategies
Minnesota
$660K
VWA
483
Visionary Wealth Advisors
Illinois
$657K
SAW
484
Signal Advisors Wealth
Michigan
$654K +$629K +9,026 New
SA
485
Sincerus Advisory
New York
$652K +$2.79K +40 +0.4%
LGWM
486
Litman Gregory Wealth Management
California
$651K
LCWP
487
Legacy Capital Wealth Partners
Arkansas
$649K +$108K +1,548 +21%
Janney Montgomery Scott
488
Janney Montgomery Scott
Pennsylvania
$645K +$249K +3,580 +67%
AWM
489
Avondale Wealth Management
Texas
$643K +$12.2K +175 +2%
MMA
490
Miracle Mile Advisors
California
$640K
IF
491
Ironwood Financial
Arizona
$635K
LIM
492
Leavell Investment Management
Alabama
$631K +$30K +430 +5%
BAWC
493
Boyce & Associates Wealth Consulting
Texas
$631K +$1.25K +18 +0.2%
MF
494
Montis Financial
Massachusetts
$630K -$259K -3,714 -30%
TFA
495
TPG Financial Advisors
Oregon
$624K -$16K -230 -3%
FB
496
First Bancorp
Maine
$623K
CWM
497
Centric Wealth Management
Illinois
$623K +$585K +8,402 New
QHA
498
Quarry Hill Advisors
Minnesota
$622K
FIA
499
Foundations Investment Advisors
Arizona
$620K +$365K +5,239 +158%
MFS
500
Madrona Financial Services
Washington
$619K