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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$14.4M -$1.32M -31,484 -8%
JTWM
52
Jackson Thornton Wealth Management
Alabama
$14.2M -$552K -13,195 -4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$13.9M +$3.06M +73,296 +28%
BPA
54
Beacon Pointe Advisors
California
$13.9M +$280K +6,706 +2%
CPA
55
Cardiff Park Advisors
California
$13.5M +$49K +1,173 +0.4%
SP
56
Symmetry Partners
Connecticut
$13.3M +$263K +6,300 +2%
WIM
57
Warwick Investment Management
Texas
$13.3M -$2.92M -69,856 -18%
PCMC
58
Private Capital Management (Colorado)
Colorado
$12.8M +$4.31M +103,160 +50%
LFG
59
Larson Financial Group
Missouri
$12.6M -$3.14M -75,045 -20%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$12.4M -$16.1M -385,189 -56%
HighTower Advisors
61
HighTower Advisors
Illinois
$12.2M -$172K -4,105 -1%
AP
62
Adero Partners
California
$12M
RCI
63
RS Crum Inc
California
$12M +$593K +14,175 +5%
JP Morgan Chase
64
JP Morgan Chase
New York
$11.2M +$11.2M +267,651 +36,715%
RWM
65
Ruedi Wealth Management
Illinois
$11.1M +$11.2M +267,920 New
PWM
66
PBMares Wealth Management
Virginia
$10.8M +$172K +4,124 +2%
KAM
67
KEB Asset Management
Illinois
$10.8M +$10.5K +251 +0.1%
AC
68
AWM Capital
Arizona
$9.45M -$32.8K -784 -0.3%
CA
69
Claris Advisors
Missouri
$9.22M -$306K -7,314 -3%
MWM
70
Meritas Wealth Management
California
$9.01M +$9.05M +216,439 New
CWM
71
CarsonAllaria Wealth Management
Illinois
$8.87M +$1.21M +29,029 +16%
SWM
72
Spire Wealth Management
Virginia
$8.62M +$358K +8,551 +4%
SWP
73
Stratos Wealth Partners
Ohio
$8.24M -$247K -5,905 -3%
SFS
74
Security Financial Services
Indiana
$8.2M -$70.7K -1,691 -0.9%
Osaic Holdings
75
Osaic Holdings
Arizona
$8.09M +$1.61M +38,476 +25%