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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
101
Consolidated Planning Corp
Georgia
$7.33M -$89.6K -1,853 -1%
RLWM
102
RF&L Wealth Management
Massachusetts
$7.04M +$118K +2,449 +2%
CPA
103
Capital Performance Advisors
California
$6.75M -$61.1K -1,263 -0.9%
UBS Group
104
UBS Group
Switzerland
$6.19M +$83K +1,716 +1%
UCFA
105
United Capital Financial Advisors
Texas
$6.04M +$381K +7,875 +6%
KAS
106
KPP Advisory Services
Kentucky
$5.88M +$6.1M +126,209 New
PMG
107
ProVise Management Group
Florida
$5.85M
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.82M +$797K +16,487 +15%
SFG
109
SNS Financial Group
Minnesota
$5.63M -$364K -7,519 -6%
FWM
110
FMB Wealth Management
California
$5.62M +$673K +13,925 +13%
Stifel Financial
111
Stifel Financial
Missouri
$5.58M -$70.6K -1,460 -1%
3LCM
112
3D/L Capital Management
Connecticut
$5.56M -$72.6K -1,501 -1%
HWM
113
Hemington Wealth Management
Virginia
$5.46M -$3.27M -67,516 -37%
PA
114
PFG Advisors
Arizona
$5.35M +$427K +8,831 +8%
LFGO
115
Legacy Financial Group (Oklahoma)
Oklahoma
$5.24M +$318K +6,578 +6%
BAM
116
Bayshore Asset Management
Florida
$5.22M -$290K -5,991 -5%
HWM
117
HB Wealth Management
Georgia
$5.14M -$201K -4,151 -4%
QFA
118
Quantum Financial Advisors
California
$5.1M -$387 -8 -0%
CIAS
119
CFS Investment Advisory Services
New Jersey
$5M +$1.9M +39,369 +58%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$4.98M +$384K +7,947 +8%
SPI
121
Sutton Place Investors
New York
$4.8M +$4.99M +103,093 New
KAM
122
Kraft Asset Management
Tennessee
$4.73M -$127K -2,624 -3%
Morgan Stanley
123
Morgan Stanley
New York
$4.68M +$378K +7,823 +8%
MWM
124
Mission Wealth Management
California
$4.48M +$98.6K +2,039 +2%
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$4.35M +$2.37K +49 +0.1%