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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
BNC Wealth Management
Oregon
$203K
BBFA
777
Brindle & Bay Financial Advisors
Texas
$201K
MCM
778
Morton Capital Management
California
$201K
GCP
779
Gill Capital Partners
Colorado
$189K +$197K +2,661 New
AIM
780
Acropolis Investment Management
Missouri
$174K +$182K +2,450 New
KFAS
781
Keating Financial Advisory Services
Kansas
$169K
TCM
782
Tradewinds Capital Management
Washington
$166K +$445 +6 +0.3%
GWSA
783
Global Wealth Strategies & Associates
Colorado
$164K -$2.37K -32 -1%
JWM
784
JPL Wealth Management
Colorado
$164K +$171K +2,307 New
SIM
785
Synergy Investment Management
Florida
$163K +$171K +2,301 New
Russell Investments Group
786
Russell Investments Group
United Kingdom
$163K -$15.6K -211 -8%
PTC
787
Private Trust Company
Ohio
$161K
RWM
788
Raffa Wealth Management
District of Columbia
$159K +$371 +5 +0.2%
BWA
789
Basecamp Wealth Advisors
Washington
$159K
HNB
790
Hilltop National Bank
Wyoming
$153K
SWA
791
Strategic Wealth Advisors
Arizona
$151K -$8.6K -116 -5%
RWM
792
Rialto Wealth Management
New York
$148K +$78K +1,053 +102%
OC
793
Oakworth Capital
Alabama
$147K
KPP
794
Kings Path Partners
Texas
$140K -$16.9K -228 -10%
FFA
795
Frazier Financial Advisors
Ohio
$138K -$15.8K -213 -10%
BTI
796
Blue Trust Inc
Georgia
$136K +$3.04K +41 +2%
IWP
797
IAG Wealth Partners
Wisconsin
$133K
3FI
798
3 Factor Indexing
California
$133K +$139K +1,874 New
W
799
WealthCollab
Washington
$132K
AA
800
Atmos Advisory
Pennsylvania
$131K +$222 +3 +0.2%