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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pillar Financial Advisors
Kentucky
$19.4M +$392K +5,624 +2%
WIM
102
Warwick Investment Management
Texas
$18.5M -$2.83M -40,692 -14%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$18.3M +$714K +10,250 +4%
SWM
104
Spire Wealth Management
Virginia
$17.9M -$168K -2,417 -1%
TFA
105
Trinity Financial Advisors
Ohio
$17.8M +$660K +9,469 +4%
SWP
106
Stratos Wealth Partners
Ohio
$17.6M +$655K +9,403 +4%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$17.1M +$2.28M +32,687 +16%
LFG
108
Larson Financial Group
Missouri
$16.6M -$299K -4,298 -2%
UBS Group
109
UBS Group
Switzerland
$16.6M -$681K -9,771 -4%
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$16.3M +$594K +8,528 +4%
MFG
111
Mendota Financial Group
Wisconsin
$16.1M +$1.01M +14,476 +7%
OIA
112
OneDigital Investment Advisors
Kansas
$16.1M +$5.32M +76,311 +52%
ACA
113
American Capital Advisory
Idaho
$15.7M +$428K +6,146 +3%
CA
114
Claris Advisors
Missouri
$15.4M
TCM
115
Tassel Capital Management
North Carolina
$15.3M +$682K +9,791 +5%
GAM
116
GEM Asset Management
Michigan
$14.9M -$99K -1,421 -0.7%
CWMA
117
Capstone Wealth Management (Alabama)
Alabama
$14.4M +$1.97M +28,279 +17%
PA
118
PFG Advisors
Arizona
$14.3M +$1.53M +21,969 +13%
CPWM
119
Cypress Point Wealth Management
Texas
$13.9M +$1.9M +27,307 +17%
HWM
120
HB Wealth Management
Georgia
$13.8M +$11.8K +169 +0.1%
PWMG
121
Private Wealth Management Group
New Jersey
$13.4M -$105K -1,500 -0.8%
KAS
122
KPP Advisory Services
Kentucky
$13.4M +$674K +9,678 +6%
CPA
123
Capital Performance Advisors
California
$13.4M +$198K +2,843 +2%
ACA
124
Aptus Capital Advisors
Alabama
$13.3M +$198K +2,841 +2%
WANY
125
Wealthspire Advisors (New York)
New York
$13.3M +$185K +2,656 +1%