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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
501
Builder Investment Group
Georgia
$263K +$26K +457 +11%
WSFS
502
Wilmington Savings Fund Society
Delaware
$261K +$252K +4,439 New
CCM
503
Carlson Capital Management
Minnesota
$261K
BWP
504
Bernardo Wealth Planning
Pennsylvania
$258K +$249K +4,384 New
AMG
505
Advisors Management Group
Wisconsin
$258K
AG
506
AlTi Global
New York
$253K
PP
507
PDS Planning
Ohio
$252K +$682 +12 +0.3%
EI
508
Ellevest Inc
New York
$251K +$625 +11 +0.3%
BW
509
BIP Wealth
Georgia
$250K +$242K +4,249 New
GD
510
Grandfield & Dodd
New York
$247K -$22.7K -400 -9%
M
511
MOTCO
Texas
$246K
CC
512
Capstone Capital
Nevada
$243K
TCWM
513
Total Clarity Wealth Management
Illinois
$242K +$15.5K +272 +7%
AL
514
Aspiriant LLC
California
$240K
PAS
515
Park Avenue Securities
New York
$239K -$48.7K -856 -17%
Wells Fargo
516
Wells Fargo
California
$233K -$122K -2,146 -35%
GI
517
Gradient Investments
Minnesota
$232K
EWP
518
Elevation Wealth Partners
California
$228K +$102K +1,792 +86%
ECG
519
Edge Capital Group
Georgia
$226K
HH
520
HWG Holdings
Texas
$225K +$217K +3,819 New
RF
521
Robinswood Financial
Washington
$221K
AO
522
Advisor OS
Illinois
$221K +$398 +7 +0.2%
MA
523
MJP Associates
Connecticut
$221K +$398 +7 +0.2%
BWM
524
BlackDiamond Wealth Management
New York
$220K -$11.8K -207 -5%
PWM
525
Proathlete Wealth Management
Florida
$219K +$569 +10 +0.3%