We are live on ! Find out more
DFUS icon

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$20.6M +$244K +3,088 +1%
LFGO
127
Legacy Financial Group (Oklahoma)
Oklahoma
$20.4M +$1.21M +15,280 +7%
SFS
128
Security Financial Services
Indiana
$20.2M -$232K -2,933 -1%
SIS
129
Strategic Investment Solutions
Illinois
$19.6M -$128K -1,614 -0.7%
CPA
130
Cardiff Park Advisors
California
$19.5M -$525K -6,640 -3%
PA
131
PFG Advisors
Arizona
$19.1M +$191K +2,411 +1%
SWP
132
Stratos Wealth Partners
Ohio
$18.9M +$432K +5,459 +2%
TCM
133
Tassel Capital Management
North Carolina
$18.8M +$1.04M +13,128 +6%
UBS Group
134
UBS Group
Switzerland
$18.3M -$14K -177 -0.1%
KAS
135
KPP Advisory Services
Kentucky
$17.9M +$479K +6,059 +3%
CWMA
136
Capstone Wealth Management (Alabama)
Alabama
$17.9M +$454K +5,737 +3%
AWM
137
Axxcess Wealth Management
California
$17.5M +$16.9M +214,100 New
LFG
138
Larson Financial Group
Missouri
$17.5M -$514K -6,500 -3%
IAG
139
Investment Advisory Group
Massachusetts
$17.3M +$824K +10,421 +5%
ACA
140
Aptus Capital Advisors
Alabama
$17.2M +$1.09M +13,823 +7%
CAC
141
Certified Advisory Corp
Florida
$17.2M +$1.01M +12,756 +6%
Stifel Financial
142
Stifel Financial
Missouri
$17M +$352K +4,455 +2%
Betterment LLC
143
Betterment LLC
New York
$16.8M +$967K +12,231 +6%
PFS
144
Professional Financial Solutions
Virginia
$16.5M +$189K +2,385 +1%
HWM
145
HB Wealth Management
Georgia
$15.5M +$1.82K +23 +0%
KDA
146
Kraft Davis & Associates
Missouri
$15M +$167K +2,109 +1%
KIM
147
Kestra Investment Management
Texas
$14.9M -$5.57M -70,476 -28%
AIS
148
American Investment Services
Massachusetts
$14.9M +$670K +8,473 +5%
NWM
149
Northwest Wealth Management
Iowa
$14.4M -$356K -4,500 -2%
CWP
150
Concord Wealth Partners
Virginia
$14.4M +$20.1K +254 +0.1%