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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
76
Freedom Investment Management
Connecticut
$36.3M -$5.1M -68,876 -12%
KCM
77
KM Capital Management
Texas
$35.8M -$962K -12,979 -3%
HIG
78
Heritage Investment Group
Florida
$35.7M -$21.6K -291 -0.1%
GWMT
79
Guardian Wealth Management (Tennessee)
Tennessee
$35.3M +$1.44M +19,410 +4%
JTWM
80
Jackson Thornton Wealth Management
Alabama
$34.6M +$1.38M +18,635 +4%
MAC
81
Mason & Associates (California)
California
$34M -$1.12M -15,144 -3%
TAM
82
TCP Asset Management
Ohio
$33.4M +$235K +3,174 +0.7%
OCWP
83
Owl Creek Wealth Partners
Colorado
$33.2M +$34.7M +467,866 New
MWM
84
Mission Wealth Management
California
$32.9M +$28.1M +379,735 +449%
AAA
85
AG Asset Advisory
California
$32.5M +$439K +5,927 +1%
ATI
86
ARK & TLK Investments
Oklahoma
$32.3M -$344K -4,641 -1%
SHFA
87
SC&H Financial Advisors
Maryland
$32.2M +$1.18M +15,887 +4%
CFA
88
CWS Financial Advisors
Michigan
$31.4M +$30.2M +407,062 +1,128%
MML Investors Services
89
MML Investors Services
Massachusetts
$30.9M -$2.96M -39,989 -8%
RS
90
Retirement Solution
Washington
$30.6M -$2.49M -33,544 -7%
DFS
91
Dixon Fnancial Services
California
$30.6M -$197K -2,653 -0.6%
PFG
92
Premier Financial Group
California
$27.2M +$322K +4,347 +1%
IAG
93
Investmark Advisory Group
Connecticut
$25.6M +$78.6K +1,061 +0.3%
AQR Capital Management
94
AQR Capital Management
Connecticut
$25.5M +$12.8M +173,149 +93%
RHP
95
Royal Harbor Partners
Texas
$25.4M +$4.75M +64,119 +22%
PCM
96
Penserra Capital Management
California
$25.4M +$26.5M +358,227 New
SC
97
SouthState Corp
Florida
$25.3M -$2.43M -32,770 -8%
OCM
98
One Capital Management
California
$25.2M +$25.9M +350,161 +7,245%
SWA
99
Sterling Wealth Advisors
Florida
$24.5M -$64.2K -866 -0.3%
AIC
100
Allodium Investment Consultants
Minnesota
$24.5M +$742K +10,011 +3%