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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
601
Hollencrest Capital Management
California
$352K -$102K -1,466 -23%
PWIA
602
Porter White Investment Advisors
Alabama
$352K
IWS
603
Integrity Wealth Solutions
Colorado
$351K +$836 +12 +0.2%
PPWM
604
PFG Private Wealth Management
Florida
$351K +$337K +4,843 New
OCM
605
One Capital Management
California
$350K -$70 -1 -0%
MPPLM
606
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$350K +$336K +4,829 New
AWMNY
607
Arcadia Wealth Management (New York)
New York
$350K
WIA
608
World Investment Advisors
California
$349K -$2.93K -42 -0.9%
WWM
609
Whalen Wealth Management
Nevada
$348K +$836 +12 +0.3%
MWM
610
MBE Wealth Management
Wisconsin
$346K +$70 +1 +0%
SF
611
SageOak Financial
Oklahoma
$344K +$10.5K +151 +3%
UB
612
UMB Bank
Missouri
$343K -$14.2K -204 -4%
DCA
613
DSG Capital Advisors
Minnesota
$342K
Vanguard Personalized Indexing Management
614
Vanguard Personalized Indexing Management
California
$341K
CTWM
615
Cherry Tree Wealth Management
Minnesota
$340K
TNA
616
True North Advisors
Texas
$338K
WAM
617
Weatherly Asset Management
California
$336K
VCM
618
Versant Capital Management
Arizona
$334K +$697 +10 +0.2%
WP
619
Westmount Partners
California
$332K
LEFP
620
Leading Edge Financial Planning
Tennessee
$330K +$317K +4,552 New
TWP
621
Tyche Wealth Partners
Texas
$329K
WWA
622
Wingate Wealth Advisors
Massachusetts
$329K +$766 +11 +0.2%
WSFS
623
Wilmington Savings Fund Society
Delaware
$328K +$111K +1,592 +54%
MWP
624
Meridian Wealth Partners
Pennsylvania
$326K
PP
625
PDS Planning
Ohio
$315K +$697 +10 +0.2%