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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$3.43M
HR
102
Hardy Reed
Mississippi
$3.42M
RSWM
103
Robertson Stephens Wealth Management
California
$3.33M -$47.9K -954 -1%
Brown Advisory
104
Brown Advisory
Maryland
$3.27M +$455K +9,046 +17%
CAMG
105
CWA Asset Management Group
Florida
$3.21M -$53.5K -1,064 -2%
EWM
106
Empirical Wealth Management
Washington
$3.14M
CG
107
Colony Group
Massachusetts
$2.94M +$230K +4,581 +9%
FC
108
Financial Council
Maryland
$2.92M
CFO
109
CVA Family Office
Colorado
$2.92M +$2.84M +56,483 New
SIAG
110
Safeguard Investment Advisory Group
California
$2.9M +$745K +14,821 +36%
LP
111
LGL Partners
Pennsylvania
$2.88M
PAG
112
Private Advisor Group
New Jersey
$2.84M +$312K +6,205 +13%
BP
113
Ballentine Partners
Massachusetts
$2.83M
W
114
WealthOne
New York
$2.82M -$16.9K -337 -0.6%
SWP
115
Stratos Wealth Partners
Ohio
$2.77M -$6.58K -131 -0.2%
Betterment LLC
116
Betterment LLC
New York
$2.74M +$545K +10,839 +26%
Northern Trust
117
Northern Trust
Illinois
$2.68M -$223K -4,445 -8%
SSC
118
Syverson Strege & Co
Iowa
$2.65M -$35.7K -710 -1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.65M +$1.31K +26 +0.1%
CIA
120
Caerus Investment Advisors
Texas
$2.59M +$2.52M +50,141 New
BHWM
121
Beaird Harris Wealth Management
Texas
$2.58M +$2.51M +49,901 New
MA
122
Montag & Associates
Georgia
$2.56M +$7.44K +148 +0.3%
LFA
123
Lauterbach Financial Advisors
Texas
$2.55M +$2.48M +49,347 New
CCM
124
Carlson Capital Management
Minnesota
$2.49M
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$2.41M +$2.35M +46,661 New