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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
676
Johnson Wealth Management
North Dakota
$331K -$47.8K -650 -13%
IF
677
Integrity Financial
Wyoming
$328K -$831K -11,316 -72%
CA
678
Cortland Associates
Missouri
$328K -$166K -2,260 -34%
SIG
679
Spinnaker Investment Group
California
$324K +$321K +4,365 New
PP
680
PDS Planning
Ohio
$323K +$735 +10 +0.2%
EI
681
Ellevest Inc
New York
$321K +$735 +10 +0.2%
UB
682
UMB Bank
Missouri
$321K -$29.8K -405 -9%
SP
683
Stonebrook Private
Michigan
$319K -$60K -816 -16%
AG
684
AlTi Global
New York
$318K – – –
AWMM
685
Aegis Wealth Management (Maryland)
Maryland
$316K +$3.09K +42 +1%
RPA
686
Redwood Park Advisors
California
$312K +$661 +9 +0.2%
M
687
MOTCO
Texas
$310K – – –
YWM
688
Yukon Wealth Management
Kansas
$308K – – –
CSIC
689
Clifford Swan Investment Counsel
California
$307K -$698K -9,495 -70%
CC
690
Capstone Capital
Nevada
$307K – – –
AWE
691
Avidian Wealth Enterprises
Texas
$306K +$73 +1 +0%
MWP
692
Meridian Wealth Partners
Pennsylvania
$305K -$28.4K -387 -9%
MWM
693
Modern Wealth Management
Kansas
$303K +$10.8K +147 +4%
AL
694
Aspiriant LLC
California
$302K – – –
MW
695
Marble Wealth
Alabama
$301K +$299K +4,064 New
CA
696
CGN Advisors
Kansas
$301K – – –
CNBOF
697
City National Bank of Florida
Florida
$301K – – –
CIA
698
Concurrent Investment Advisors
Florida
$298K +$73 +1 +0%
IA
699
IFP Advisors
Florida
$295K – – –
BFA
700
Ballast Financial Advisors
Pennsylvania
$290K +$288K +3,914 New
26 27
28
29 30