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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$1.39M +$1.38M +29,563 New
FWP
102
Falcon Wealth Planning
California
$1.37M +$1.36M +29,083 New
SSB
103
Sandy Spring Bank
Maryland
$1.36M +$1.35M +28,881 New
UR
104
USCA RIA
Texas
$1.35M +$1.34M +28,752 New
PCA
105
Personal Capital Advisors
California
$1.33M +$1.31M +28,196 New
BFO
106
Biltmore Family Office
North Carolina
$1.32M +$1.31M +28,029 New
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.3M +$1.28M +27,500 New
PWA
108
Pinnacle Wealth Advisors
Tennessee
$1.3M +$1.28M +27,500 New
WAG
109
Winthrop Advisory Group
Massachusetts
$1.28M +$1.27M +27,214 New
WIA
110
World Investment Advisors
California
$1.22M +$1.21M +25,855 New
WAM
111
WNY Asset Management
New York
$1.21M +$1.2M +25,694 New
CPSAC
112
Chas P. Smith & Associates (CPS)
Florida
$1.19M +$1.18M +25,251 New
JP Morgan Chase
113
JP Morgan Chase
New York
$1.17M +$1.16M +24,781 New
PFBT
114
Parkside Financial Bank & Trust
Missouri
$1.14M +$1.13M +24,286 New
BFS
115
Bard Financial Services
Connecticut
$1.14M +$1.13M +24,230 New
ADL
116
Asset Dedication LLC
California
$1.1M +$1.09M +23,407 New
MCM
117
Manchester Capital Management
Vermont
$1.06M +$1.05M +22,559 New
PCIA
118
Prime Capital Investment Advisors
Kansas
$1.04M +$1.03M +22,110 New
BMCM
119
Bryn Mawr Capital Management
Pennsylvania
$1.04M +$1.03M +22,062 New
TF
120
TIAA FSB
Florida
$1.04M +$1.03M +22,078 New
AWA
121
Arete Wealth Advisors
Illinois
$1.04M +$1.03M +22,031 New
JCM
122
Jacobi Capital Management
Pennsylvania
$1.04M +$1.02M +21,979 New
EIA
123
Eldridge Investment Advisors
New Hampshire
$1.03M +$1.02M +21,925 New
IAN
124
Integrated Advisors Network
Texas
$1.01M +$995K +21,347 New
MWC
125
MBM Wealth Consultants
Missouri
$982K +$971K +20,831 New