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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
551
Cypress Wealth Services
California
$705K +$680K +8,600 New
Janney Montgomery Scott
552
Janney Montgomery Scott
Pennsylvania
$703K -$129K -1,628 -16%
MF
553
Montis Financial
Massachusetts
$701K
TCM
554
Triumph Capital Management
Colorado
$701K +$20K +253 +3%
MFS
555
Madrona Financial Services
Washington
$700K
QHA
556
Quarry Hill Advisors
Minnesota
$697K
KFG
557
Kelly Financial Group
Connecticut
$694K -$1.03K -13 -0.2%
Jane Street
558
Jane Street
New York
$688K +$664K +8,397 New
SEI Investments
559
SEI Investments
Pennsylvania
$684K +$37.4K +473 +6%
GOCP
560
Great Oak Capital Partners
Massachusetts
$681K -$316 -4 -0%
SPIA
561
Steward Partners Investment Advisory
New York
$679K +$88.9K +1,124 +16%
IA
562
IFP Advisors
Florida
$677K +$312K +3,940 +91%
CIA
563
Concurrent Investment Advisors
Florida
$671K +$138K +1,748 +27%
SIA
564
Soltis Investment Advisors
Utah
$670K +$1.58K +20 +0.2%
SA
565
Stewardship Advisors
Pennsylvania
$670K +$16.9K +214 +3%
Two Sigma Investments
566
Two Sigma Investments
New York
$664K +$166K +2,100 +35%
3FI
567
3 Factor Indexing
California
$664K +$492K +6,224 +332%
AFG
568
Atomi Financial Group
New York
$663K +$474 +6 +0.1%
DC
569
Davenport & Co
Virginia
$663K +$28.9K +365 +5%
CWM
570
Centric Wealth Management
Illinois
$657K
WS
571
Wilian Securities
Minnesota
$657K +$634K +8,019 New
AWM
572
Avondale Wealth Management
Texas
$656K -$153K -1,935 -19%
BF
573
BOK Financial
Oklahoma
$640K
AWE
574
Avidian Wealth Enterprises
Texas
$639K +$255K +3,230 +71%
WPW
575
Waldron Private Wealth
Pennsylvania
$638K