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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
Babb Wealth Advisors
Arizona
$17.4M +$303K +4,897 +2%
SWM
102
Spire Wealth Management
Virginia
$16.7M +$30.2K +487 +0.2%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$16.3M +$5.22M +84,350 +53%
UBS Group
104
UBS Group
Switzerland
$16M +$2.25M +36,336 +18%
TFA
105
Trinity Financial Advisors
Ohio
$15.8M -$1.1M -17,705 -7%
SWP
106
Stratos Wealth Partners
Ohio
$15.7M +$167K +2,692 +1%
LFG
107
Larson Financial Group
Missouri
$15.7M -$249K -4,029 -2%
RHP
108
Royal Harbor Partners
Texas
$15.4M +$14.2M +229,645 New
CA
109
Claris Advisors
Missouri
$15.4M -$1.28M -20,749 -8%
IAG
110
Investmark Advisory Group
Connecticut
$15.1M -$1.33M -21,546 -9%
LFGO
111
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$543K +8,764 +4%
ACA
112
American Capital Advisory
Idaho
$14.1M -$313K -5,052 -2%
MFG
113
Mendota Financial Group
Wisconsin
$14M +$525K +8,472 +4%
GAM
114
GEM Asset Management
Michigan
$13.9M +$242K +3,913 +2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$13.7M +$834K +13,462 +7%
TCM
116
Tassel Capital Management
North Carolina
$13.5M +$504K +8,132 +4%
DWM
117
David Wealth Management
Virginia
$13.1M +$741K +11,960 +7%
HWM
118
HB Wealth Management
Georgia
$12.7M +$3.8M +61,337 +48%
NWM
119
Northwest Wealth Management
Iowa
$12.6M +$25.5K +412 +0.2%
PWMG
120
Private Wealth Management Group
New Jersey
$12.5M -$1.15M -18,530 -9%
CPA
121
Capital Performance Advisors
California
$12.2M +$786K +12,692 +8%
WANY
122
Wealthspire Advisors (New York)
New York
$12.2M +$90.2K +1,457 +0.8%
ACA
123
Aptus Capital Advisors
Alabama
$12.2M +$3.7M +59,718 +49%
AFA
124
Alpha Financial Advisors
North Carolina
$12M -$172K -2,773 -2%
KAS
125
KPP Advisory Services
Kentucky
$11.8M +$607K +9,798 +6%