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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
601
Westmount Partners
California
$464K +$146K +1,975 +43%
PWM
602
Penobscot Wealth Management
Maine
$462K
AI
603
Accredited Investors
Minnesota
$459K +$219K +2,950 +84%
CIA
604
Concurrent Investment Advisors
Florida
$456K +$179K +2,412 +60%
AFAS
605
Acorn Financial Advisory Services
Virginia
$447K -$138K -1,860 -23%
SWP
606
Sagespring Wealth Partners
Tennessee
$442K +$13.7K +185 +3%
GWM
607
GSB Wealth Management
Connecticut
$436K -$14.8K -200 -3%
NG
608
Norden Group
Utah
$433K +$1.11K +15 +0.2%
NPAN
609
Northeast Planning Associates NH
New Hampshire
$433K -$11.1K -150 -2%
KBFS
610
Kohmann Bosshard Financial Services
Ohio
$432K -$49.6K -669 -10%
WTB
611
Washington Trust Bank
Washington
$426K
Two Sigma Investments
612
Two Sigma Investments
New York
$425K +$445K +6,000 New
BB
613
Busey Bank
Illinois
$425K -$6.15K -83 -1%
Empower Advisory Group
614
Empower Advisory Group
Colorado
$422K -$60.1K -811 -12%
BCA
615
Bay Colony Advisors
Massachusetts
$419K +$49.1K +663 +13%
BMWS
616
Brady Martz Wealth Solutions
North Dakota
$419K +$2.89K +39 +0.7%
MFA
617
Mayflower Financial Advisors
Massachusetts
$418K +$437K +5,891 New
AIM
618
Advyzon Investment Management
Illinois
$417K +$436K +5,886 New
OFS
619
Orrstown Financial Services
Pennsylvania
$417K
LWM
620
Lionshead Wealth Management
New York
$416K -$102K -1,379 -19%
R
621
Rebalance
California
$416K +$1.04K +14 +0.2%
SCA
622
Strathmore Capital Advisors
North Carolina
$416K +$296 +4 +0.1%
SHJ
623
Sharkey, Howes & Javer
Colorado
$416K +$1.04K +14 +0.2%
BWM
624
Birchcreek Wealth Management
Ohio
$416K +$97.9K +1,321 +29%
MA
625
Mutual Advisors
Nebraska
$416K +$173K +2,341 +66%