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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIC
476
Family Investment Center
Missouri
$895K -$34.8K -473 -4%
WETS
477
Wealth Enhancement Trust Services
South Dakota
$894K +$886K +12,053 New
JWCA
478
J.W. Cole Advisors
Florida
$888K +$742K +10,094 +79%
MWM
479
McCartney Wealth Management
Missouri
$874K +$866K +11,790 New
GWM
480
Geneos Wealth Management
Colorado
$870K +$82.3K +1,120 +11%
KA
481
Klingman & Associates
New York
$870K
CRC
482
Curi RMB Capital
Illinois
$856K +$1.62K +22 +0.2%
TFM
483
Trademark Financial Management
Minnesota
$853K
WN
484
Williams & Novak
California
$845K -$201K -2,734 -19%
CB
485
Commerce Bank
Missouri
$844K
WIA
486
World Investment Advisors
California
$844K +$482K +6,567 +136%
BAM
487
Belpointe Asset Management
Nevada
$821K
FCA
488
Fortis Capital Advisors
Kansas
$821K
Baird Financial Group
489
Baird Financial Group
Wisconsin
$818K
SWM
490
Seaside Wealth Management
California
$815K
CAG
491
Csenge Advisory Group
Florida
$800K +$3.89K +53 +0.5%
DC
492
Davenport & Co
Virginia
$782K +$775K +10,547 New
LBC
493
Lowe Brockenbrough & Co
Virginia
$781K
BIG
494
Builder Investment Group
Georgia
$777K +$71.3K +971 +10%
DPI
495
Diversified Portfolios Inc
Michigan
$776K
WTC
496
WhitTier Trust Company
Nevada
$774K
SFP
497
Sterling Financial Planning
New Jersey
$772K -$17.3K -236 -2%
WWC
498
Waypoint Wealth Counsel
Georgia
$771K
PAG
499
Private Advisory Group
Washington
$768K
SAM
500
Synergy Asset Management
Washington
$762K -$810K -11,031 -52%