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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
101
Websterrogers Financial Advisors
South Carolina
$3.54M +$641K +14,462 +20%
ASN
102
Advisory Services Network
Georgia
$3.53M -$5.54K -125 -0.1%
EWA
103
EverSource Wealth Advisors
Alabama
$3.37M +$6.03K +136 +0.2%
SHGA
104
Sand Hill Global Advisors
California
$3.09M
BA
105
Bridgewater Advisors
New York
$2.99M -$14.4K -325 -0.4%
SIAG
106
Safeguard Investment Advisory Group
California
$2.95M +$2.67M +60,161 New
CFO
107
CVA Family Office
Colorado
$2.84M -$295K -6,651 -9%
SFG
108
SNS Financial Group
Minnesota
$2.83M +$2.34M +52,770 +319%
Morgan Stanley
109
Morgan Stanley
New York
$2.78M +$1.82M +41,003 +150%
AC
110
Applied Capital
Arkansas
$2.75M -$371K -8,368 -11%
SWP
111
Stratos Wealth Partners
Ohio
$2.71M +$506K +11,410 +21%
HR
112
Hardy Reed
Mississippi
$2.7M
RSWM
113
Robertson Stephens Wealth Management
California
$2.63M
AF
114
Advisornet Financial
Minnesota
$2.55M -$34.2M -771,768 -93%
CG
115
Colony Group
Massachusetts
$2.41M -$201K -4,528 -7%
OFP
116
OLIO Financial Planning
Virginia
$2.38M +$1.04M +23,494 +67%
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$2.36M -$98.5K -2,224 -4%
EWM
118
Empirical Wealth Management
Washington
$2.36M -$43.2K -974 -2%
CAMG
119
CWA Asset Management Group
Florida
$2.31M +$5.18K +117 +0.2%
FC
120
Financial Council
Maryland
$2.31M
LP
121
LGL Partners
Pennsylvania
$2.27M
W
122
WealthOne
New York
$2.26M +$2.45M +55,367 New
BP
123
Ballentine Partners
Massachusetts
$2.23M
Brown Advisory
124
Brown Advisory
Maryland
$2.16M -$50.4K -1,138 -2%
Cerity Partners
125
Cerity Partners
New York
$2.1M +$1.31M +29,566 +63%