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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
501
Aspiriant LLC
California
$232K
BWM
502
BlackDiamond Wealth Management
New York
$230K -$4.06K -75 -2%
BIG
503
Builder Investment Group
Georgia
$229K -$20.9K -386 -9%
BJL
504
Brighton Jones LLC
Washington
$228K +$487 +9 +0.2%
GI
505
Gradient Investments
Minnesota
$224K
Fisher Asset Management
506
Fisher Asset Management
Washington
$219K +$208K +3,841 New
TCWM
507
Total Clarity Wealth Management
Illinois
$219K +$208K +3,838 New
ECG
508
Edge Capital Group
Georgia
$218K +$208K +3,834 New
RF
509
Robinswood Financial
Washington
$214K
AO
510
Advisor OS
Illinois
$214K +$203K +3,748 New
MA
511
MJP Associates
Connecticut
$214K +$203K +3,748 New
PWM
512
Proathlete Wealth Management
Florida
$211K +$201K +3,705 New
BF
513
Brooklyn FI
New York
$209K +$199K +3,676 New
SIM
514
Stratos Investment Management
Ohio
$203K +$193K +3,566 New
YIA
515
YHB Investment Advisors
Connecticut
$203K +$193K +3,566 New
FMWA
516
Forvis Mazars Wealth Advisors
Missouri
$200K +$190K +3,513 New
RCM
517
Raleigh Capital Management
North Carolina
$200K
IWA
518
Icon Wealth Advisors
Texas
$193K
RP
519
Rowlandmiller & Partners
Georgia
$192K
SVCP
520
Silicon Valley Capital Partners
California
$191K +$379 +7 +0.2%
GWS
521
Glassman Wealth Services
Virginia
$179K
FCG
522
Financial Connections Group
California
$162K
CFB
523
Cullen/Frost Bankers
Texas
$150K +$142K +2,629 New
ME
524
McIlrath & Eck
Washington
$147K +$271 +5 +0.2%
CSB
525
City State Bank
Iowa
$140K