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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
101
Quadcap Wealth Management
Texas
$8.94M +$8.35M +172,516 New
EFP
102
Envision Financial Planning
Tennessee
$8.78M -$163K -3,361 -2%
CPCP
103
Cedar Point Capital Partners
Iowa
$8.57M +$8.01M +165,375 New
MA
104
Mutual Advisors
Nebraska
$8.52M -$8.62M -178,119 -52%
WWP
105
Walden Wealth Partners
Ohio
$8.5M +$7.94M +163,929 New
CAM
106
Cresset Asset Management
Illinois
$8.44M -$146K -3,022 -2%
CPC
107
Consolidated Planning Corp
Georgia
$8.15M -$15.9K -329 -0.2%
CPA
108
Capital Performance Advisors
California
$8.14M +$586K +12,115 +8%
HIGP
109
Hill Investment Group Partners
Missouri
$8.12M -$179K -3,701 -2%
PWS
110
Physician Wealth Solutions
Nevada
$8.04M +$7.51M +155,149 New
RCAG
111
Rehmann Capital Advisory Group
Michigan
$8.02M -$245K -5,058 -3%
RLWM
112
RF&L Wealth Management
Massachusetts
$7.66M -$166K -3,430 -2%
UBS Group
113
UBS Group
Switzerland
$7.62M +$684K +14,129 +11%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$7.4M +$850K +17,562 +14%
CWP
115
Concord Wealth Partners
Virginia
$7.33M +$6.52M +134,744 +2,032%
Morgan Stanley
116
Morgan Stanley
New York
$6.92M +$1.6M +33,113 +33%
PA
117
PFG Advisors
Arizona
$6.58M +$587K +12,137 +11%
PMG
118
ProVise Management Group
Florida
$6.46M -$49.2K -1,017 -0.8%
LFGO
119
Legacy Financial Group (Oklahoma)
Oklahoma
$6.44M +$567K +11,707 +10%
Stifel Financial
120
Stifel Financial
Missouri
$6.36M +$134K +2,764 +2%
HWM
121
HB Wealth Management
Georgia
$6.28M +$512K +10,587 +10%
FWM
122
FMB Wealth Management
California
$6.23M -$29.3K -606 -0.5%
MWM
123
Mission Wealth Management
California
$6.08M +$1.02M +21,072 +22%
HWM
124
Hemington Wealth Management
Virginia
$6.08M
FIM
125
Freedom Investment Management
Connecticut
$6.08M +$5.67M +117,238 New