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DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
701
Clifford Swan Investment Counsel
California
$294K – – –
CC
702
Capstone Capital
Nevada
$293K – – –
YWM
703
Yukon Wealth Management
Kansas
$292K – – –
MWP
704
Meridian Wealth Partners
Pennsylvania
$291K – – –
AL
705
Aspiriant LLC
California
$289K – – –
MW
706
Marble Wealth
Alabama
$288K – – –
CG
707
Corundum Group
Colorado
$287K +$300K +4,054 New
UB
708
UMB Bank
Missouri
$284K -$24.2K -327 -8%
NFA
709
Northern Financial Advisors
Michigan
$279K +$291K +3,929 New
BFA
710
Ballast Financial Advisors
Pennsylvania
$278K +$741 +10 +0.3%
GWS
711
Glassman Wealth Services
Virginia
$276K – – –
KF
712
Krilogy Financial
Missouri
$275K – – –
EWP
713
Elevation Wealth Partners
California
$275K +$667 +9 +0.2%
AWM
714
Angeles Wealth Management
California
$272K +$284K +3,830 New
AO
715
Advisor OS
Illinois
$271K +$741 +10 +0.3%
MA
716
MJP Associates
Connecticut
$271K +$741 +10 +0.3%
HH
717
HWG Holdings
Texas
$271K – – –
UCM
718
Up Capital Management
California
$271K +$667 +9 +0.2%
RF
719
Robinswood Financial
Washington
$266K -$963 -13 -0.3%
ACA
720
AllStreet Capital Advisors
California
$265K +$5.56K +75 +2%
BEW
721
Burton Enright Welch
California
$264K +$276K +3,724 New
CNBOF
722
City National Bank of Florida
Florida
$263K -$25.6K -345 -9%
SIG
723
Spinnaker Investment Group
California
$262K -$49.9K -674 -15%
PMFA
724
Plante Moran Financial Advisors
Michigan
$260K +$186K +2,513 +217%
STCOSD
725
Sageworth Trust Company of South Dakota
South Dakota
$259K – – –
27 28
29
30 31