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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
576
Weatherly Asset Management
California
$281K
WP
577
Westmount Partners
California
$276K
CCMG
578
Clark Capital Management Group
Pennsylvania
$275K -$91.1K -1,426 -24%
TWP
579
Tyche Wealth Partners
Texas
$274K
FI
580
Financial Insights
Washington
$274K
WWA
581
Wingate Wealth Advisors
Massachusetts
$273K -$204K -3,194 -41%
DWA
582
Delap Wealth Advisory
Oregon
$273K
MWP
583
Meridian Wealth Partners
Pennsylvania
$272K
IF
584
Integrity Financial
Wyoming
$271K +$287K +4,485 New
MWG
585
Martin Worley Group
Utah
$270K
PAS
586
Park Avenue Securities
New York
$269K -$6.2K -97 -2%
SF
587
SageOak Financial
Oklahoma
$268K +$49.9K +781 +21%
IWS
588
Integrity Wealth Solutions
Colorado
$263K +$278K +4,350 New
NFA
589
Northern Financial Advisors
Michigan
$263K +$192 +3 +0.1%
HCWM
590
Hidden Cove Wealth Management
Washington
$262K
TCWM
591
Total Clarity Wealth Management
Illinois
$262K
PP
592
PDS Planning
Ohio
$261K +$639 +10 +0.2%
EI
593
Ellevest Inc
New York
$260K +$639 +10 +0.2%
FWCM
594
Ferguson Wellman Capital Management
Oregon
$260K -$85.9K -1,345 -24%
AG
595
AlTi Global
New York
$260K
VW
596
Vance Wealth
California
$260K -$1.79K -28 -0.6%
GD
597
Grandfield & Dodd
New York
$254K
SAM
598
Synergy Asset Management
Washington
$254K -$80.3K -1,256 -23%
M
599
MOTCO
Texas
$253K
RPA
600
Redwood Park Advisors
California
$253K -$123K -1,920 -32%