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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
101
OLIO Financial Planning
Virginia
$5.83M +$820K +18,888 +17%
SFG
102
SNS Financial Group
Minnesota
$5.75M -$73.6K -1,695 -1%
3LCM
103
3D/L Capital Management
Connecticut
$5.63M -$268K -6,163 -5%
PMG
104
ProVise Management Group
Florida
$5.6M -$9.9K -228 -0.2%
Stifel Financial
105
Stifel Financial
Missouri
$5.49M -$151K -3,469 -3%
UBS Group
106
UBS Group
Switzerland
$5.43M +$1.68M +38,615 +46%
BAM
107
Bayshore Asset Management
Florida
$5.32M -$130K -3,005 -2%
RJA
108
Raymond James & Associates
Florida
$5.17M +$3.85M +88,543 +318%
SC
109
Savant Capital
Illinois
$5.13M +$1.29M +29,653 +35%
HWM
110
HB Wealth Management
Georgia
$5.09M +$4K +92 +0.1%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$4.92M +$1.08M +24,800 +29%
QFA
112
Quantum Financial Advisors
California
$4.87M +$9.16K +211 +0.2%
FWM
113
FMB Wealth Management
California
$4.75M +$46.9K +1,080 +1%
KAM
114
Kraft Asset Management
Tennessee
$4.69M +$34.6K +796 +0.8%
LFGO
115
Legacy Financial Group (Oklahoma)
Oklahoma
$4.56M +$22.8K +526 +0.5%
DWM
116
Drive Wealth Management
Utah
$4.3M +$954K +21,972 +29%
GAM
117
Gemmer Asset Management
California
$4.19M -$8.86K -204 -0.2%
DWM
118
Dopkins Wealth Management
New York
$4.18M +$79.8K +1,837 +2%
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$4.15M +$7.64K +176 +0.2%
EWA
120
EverSource Wealth Advisors
Alabama
$4.06M
MWM
121
Mission Wealth Management
California
$4.05M -$3.78K -87 -0.1%
FEG
122
Fund Evaluation Group
Ohio
$3.73M -$118K -2,712 -3%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$3.71M -$1.19M -27,383 -25%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$3.69M +$332K +7,643 +10%
PA
125
PFG Advisors
Arizona
$3.54M +$3.46M +79,682 New