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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
Babb Wealth Advisors
Arizona
$15.4M +$136K +2,131 +0.8%
CA
102
Claris Advisors
Missouri
$15.1M +$1.49M +23,314 +10%
SWM
103
Spire Wealth Management
Virginia
$15M +$435K +6,805 +3%
IAG
104
Investmark Advisory Group
Connecticut
$14.9M +$153K +2,390 +1%
TFA
105
Trinity Financial Advisors
Ohio
$14.7M +$2.31M +36,190 +17%
LFG
106
Larson Financial Group
Missouri
$14.4M -$388K -6,067 -2%
SWP
107
Stratos Wealth Partners
Ohio
$14M +$234K +3,657 +2%
ACA
108
American Capital Advisory
Idaho
$13.1M +$2.57M +40,277 +23%
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$12.5M +$1.38M +21,580 +12%
PWMG
110
Private Wealth Management Group
New Jersey
$12.4M +$494K +7,735 +4%
GAM
111
GEM Asset Management
Michigan
$12.3M +$34.6K +541 +0.3%
UBS Group
112
UBS Group
Switzerland
$12.2M -$849K -13,290 -6%
MFG
113
Mendota Financial Group
Wisconsin
$12.1M -$1.39M -21,813 -10%
Osaic Holdings
114
Osaic Holdings
Arizona
$11.9M +$2.3M +35,986 +22%
TCM
115
Tassel Capital Management
North Carolina
$11.7M -$290K -4,532 -2%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$11.5M -$6.31M -98,681 -34%
NWM
117
Northwest Wealth Management
Iowa
$11.3M +$1.85M +28,921 +18%
AC
118
AWM Capital
Arizona
$11.1M -$385K -6,020 -3%
DWM
119
David Wealth Management
Virginia
$11.1M +$170K +2,667 +1%
AFA
120
Alpha Financial Advisors
North Carolina
$11M +$15.8K +247 +0.1%
WANY
121
Wealthspire Advisors (New York)
New York
$10.9M -$119K -1,866 -1%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$10.7M -$209K -3,278 -2%
AF
123
Allworth Financial
California
$10.3M +$3.69M +57,677 +49%
SPI
124
Sutton Place Investors
New York
$10.3M +$38.7K +606 +0.4%
CPA
125
Capital Performance Advisors
California
$10.2M +$267K +4,184 +3%