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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
601
Sagespring Wealth Partners
Tennessee
$449K +$5.66K +77 +1%
WTB
602
Washington Trust Bank
Washington
$446K – – –
GRP
603
Global Retirement Partners
California
$444K -$9.99K -136 -2%
PB
604
Prosperity Bancshares
Texas
$440K +$436K +5,936 New
OFS
605
Orrstown Financial Services
Pennsylvania
$436K – – –
BMWS
606
Brady Martz Wealth Solutions
North Dakota
$435K +$2.72K +37 +0.6%
EP
607
Essential Planning
New Hampshire
$435K -$53K -721 -11%
R
608
Rebalance
California
$434K -$32.5K -443 -7%
SHJ
609
Sharkey, Howes & Javer
Colorado
$434K +$955 +13 +0.2%
EIP
610
Essential Investment Partners
Colorado
$433K +$429K +5,843 New
GVAG
611
Great Valley Advisor Group
Delaware
$425K -$2M -27,157 -83%
AWMG
612
Alliance Wealth Management Group
New Jersey
$424K – – –
TCM
613
Towercrest Capital Management
Pennsylvania
$424K – – –
ME
614
McIlrath & Eck
Washington
$424K -$123K -1,668 -23%
CCWM
615
Cassaday & Co Wealth Management
Virginia
$421K – – –
FWCM
616
Ferguson Wellman Capital Management
Oregon
$418K – – –
MW
617
Marrick Wealth
California
$418K +$414K +5,641 New
AA
618
Apriem Advisors
California
$416K – – –
LEFP
619
Leading Edge Financial Planning
Tennessee
$415K +$76.6K +1,043 +23%
BEAM
620
Baker Ellis Asset Management
Washington
$414K – – –
FMWA
621
Forvis Mazars Wealth Advisors
Missouri
$411K – – –
TCWM
622
Total Clarity Wealth Management
Illinois
$410K +$73 +1 +0%
WAN
623
Wealth Advisors Northwest
Oregon
$407K +$882 +12 +0.2%
AA
624
Advisory Alpha
Michigan
$406K +$3.09K +42 +0.8%
DWA
625
Delap Wealth Advisory
Oregon
$404K -$31.7K -431 -7%
23 24
25
26 27