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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
576
Northern Financial Advisors
Michigan
$277K +$385 +6 +0.1%
HCWM
577
Hidden Cove Wealth Management
Washington
$277K +$278K +4,338 New
VW
578
Vance Wealth
California
$275K -$48.3K -753 -15%
PP
579
PDS Planning
Ohio
$275K +$962 +15 +0.3%
AG
580
AlTi Global
New York
$274K
EI
581
Ellevest Inc
New York
$274K +$962 +15 +0.4%
SW
582
SkyOak Wealth
Michigan
$269K +$270K +4,213 New
GD
583
Grandfield & Dodd
New York
$268K
M
584
MOTCO
Texas
$267K
SWM
585
Seed Wealth Management
Illinois
$265K +$266K +4,150 New
CC
586
Capstone Capital
Nevada
$263K
AWE
587
Avidian Wealth Enterprises
Texas
$263K +$264K +4,121 New
TCWM
588
Total Clarity Wealth Management
Illinois
$262K
CCM
589
Carlson Capital Management
Minnesota
$261K -$21.5K -335 -8%
AL
590
Aspiriant LLC
California
$260K
SW
591
Simplicity Wealth
New Jersey
$259K -$1.68M -26,220 -87%
CNBOF
592
City National Bank of Florida
Florida
$259K +$260K +4,056 New
EFG
593
Elios Financial Group
Ohio
$255K
GI
594
Gradient Investments
Minnesota
$251K
AAS
595
Ameritas Advisory Services
Nebraska
$250K -$36.2K -565 -13%
EWP
596
Elevation Wealth Partners
California
$246K +$898 +14 +0.4%
T
597
Transce3nd
Texas
$245K +$242K +3,768 New
ECG
598
Edge Capital Group
Georgia
$244K
AMG
599
Advisors Management Group
Wisconsin
$244K -$36.2K -564 -13%
HH
600
HWG Holdings
Texas
$243K