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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Cooke Wealth Management
California
$560K +$157K +1,989 +41%
BPWM
602
Badgley Phelps Wealth Managers
Washington
$558K +$19K +240 +4%
CW
603
CreativeOne Wealth
Kansas
$557K +$4.27K +54 +0.8%
PMIM
604
Prudent Man Investment Management
Colorado
$554K – – –
AP
605
Aspect Partners
Virginia
$551K -$116K -1,465 -18%
BWM
606
Birchcreek Wealth Management
Ohio
$551K +$68.2K +862 +15%
SHJ
607
Sharkey, Howes & Javer
Colorado
$549K +$66.6K +842 +14%
BSSFA
608
Baron Silver Stevens Financial Advisors
Florida
$548K – – –
FWTB
609
First Western Trust Bank
Colorado
$547K – – –
SVWG
610
Shared Vision Wealth Group
United States
$544K – – –
FI
611
Financial Insights
Washington
$543K – – –
DW30
612
Drucker Wealth 3.0
New Jersey
$543K -$155K -1,957 -23%
SRCM
613
Signature Resources Capital Management
California
$541K – – –
FA
614
Faithward Advisors
Pennsylvania
$539K -$25.5K -322 -5%
MWM
615
MBE Wealth Management
Wisconsin
$537K +$141K +1,783 +37%
WP
616
Westmount Partners
California
$536K – – –
PWM
617
Penobscot Wealth Management
Maine
$534K – – –
AI
618
Accredited Investors
Minnesota
$531K +$554 +7 +0.1%
AFAS
619
Acorn Financial Advisory Services
Virginia
$517K – – –
GWS
620
Glassman Wealth Services
Virginia
$505K +$179K +2,267 +58%
GWM
621
GSB Wealth Management
Connecticut
$504K – – –
MPCL
622
My Personal CFO LLC
Washington
$503K +$486K +6,144 New
NG
623
Norden Group
Utah
$502K +$1.19K +15 +0.2%
KBFS
624
Kohmann Bosshard Financial Services
Ohio
$500K – – –
AIM
625
Advyzon Investment Management
Illinois
$494K +$10.8K +137 +2%
23 24
25
26 27