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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
526
TFB Advisors
Kansas
$466K -$123K -1,991 -22%
ECM
527
Evergreen Capital Management
Washington
$465K
NDWM
528
New Dimensions Wealth Management
Texas
$463K +$62 +1 +0%
KBFS
529
Kohmann Bosshard Financial Services
Ohio
$463K
SP
530
Stonebrook Private
Michigan
$460K -$88.1K -1,422 -17%
SWM
531
SpringVest Wealth Management
Texas
$455K +$421K +6,793 New
MCM
532
M1 Capital Management
Michigan
$454K -$47.5K -767 -10%
SCA
533
Strathmore Capital Advisors
North Carolina
$450K +$411K +6,637 New
BPWM
534
Badgley Phelps Wealth Managers
Washington
$449K
BSSFA
535
Baron Silver Stevens Financial Advisors
Florida
$448K
SRCM
536
Signature Resources Capital Management
California
$443K +$21.7K +350 +6%
EP
537
Essential Planning
New Hampshire
$441K
GKWIM
538
Gerber Kawasaki Wealth & Investment Management
California
$439K +$1.11K +18 +0.3%
PWM
539
Penobscot Wealth Management
Maine
$437K
PTC
540
Private Trust Company
Ohio
$437K -$10.9K -176 -3%
RIP
541
RAM Investment Partners
Washington
$436K +$403K +6,500 New
AWS
542
Atria Wealth Solutions
New York
$429K
BCM
543
Brookstone Capital Management
Illinois
$428K -$21.5K -348 -5%
GWM
544
GSB Wealth Management
Connecticut
$426K
Citadel Advisors
545
Citadel Advisors
Florida
$424K +$392K +6,329 New
HCM
546
Hollencrest Capital Management
California
$424K
HWA
547
HMV Wealth Advisors
Louisiana
$422K
R
548
Rebalance
California
$421K +$1.05K +17 +0.3%
GRP
549
Global Retirement Partners
California
$420K +$388K +6,270 New
NPAN
550
Northeast Planning Associates NH
New Hampshire
$419K