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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAA
76
AG Asset Advisory
California
$28.3M +$28.4M +443,403 New
TAM
77
TCP Asset Management
Ohio
$27.5M +$578K +9,011 +2%
JTWM
78
Jackson Thornton Wealth Management
Alabama
$27.1M +$888K +13,848 +3%
MML Investors Services
79
MML Investors Services
Massachusetts
$26.2M +$1.3M +20,244 +5%
PWP
80
Parkwoods Wealth Partners
New York
$24.2M +$94.3K +1,471 +0.4%
CPA
81
Cardiff Park Advisors
California
$23.9M +$528K +8,241 +2%
SHFA
82
SC&H Financial Advisors
Maryland
$23.3M +$3.24M +50,554 +16%
TFO
83
Timonier Family Office
North Carolina
$22.8M +$22.9M +357,756 New
Morgan Stanley
84
Morgan Stanley
New York
$21.7M +$11.7M +181,879 +115%
BPA
85
Beacon Pointe Advisors
California
$20.4M -$1.32M -20,589 -6%
SWA
86
Sterling Wealth Advisors
Florida
$19.5M +$19.7M +306,475 New
FIM
87
Freedom Investment Management
Connecticut
$19.4M -$990K -15,447 -5%
WIM
88
Warwick Investment Management
Texas
$18.8M +$18.9M +295,166 New
PAG
89
Private Advisor Group
New Jersey
$18.6M -$943K -14,710 -5%
SFS
90
Security Financial Services
Indiana
$18.6M -$978K -15,250 -5%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.63M +25,369 +10%
RWM
92
Ruedi Wealth Management
Illinois
$18.2M +$768K +11,983 +4%
AP
93
Adero Partners
California
$17.9M
KAM
94
KEB Asset Management
Illinois
$17.9M +$959K +14,954 +6%
SXL
95
Summit X LLC
Missouri
$17.2M +$2.21M +34,512 +15%
SIS
96
Strategic Investment Solutions
Illinois
$17M -$4.15M -64,723 -17%
FIS
97
Fischer Investment Strategies
California
$17M +$17.1M +266,839 New
CWM
98
CarsonAllaria Wealth Management
Illinois
$16.9M +$301K +4,693 +2%
BWA
99
Babb Wealth Advisors
Arizona
$16.1M +$16.2M +252,727 New
MWM
100
Meritas Wealth Management
California
$16.1M +$530K +8,267 +3%