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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$2.09M +$2M +45,138 +733%
ADL
127
Asset Dedication LLC
California
$2.07M +$1.14M +25,699 +103%
SSC
128
Syverson Strege & Co
Iowa
$2.06M +$2.24M +50,593 New
MA
129
Montag & Associates
Georgia
$2.02M +$6.03K +136 +0.3%
Northern Trust
130
Northern Trust
Illinois
$2.02M
IWC
131
Integrated Wealth Concepts
Massachusetts
$2.01M +$2.19M +49,379 New
LFA
132
Lauterbach Financial Advisors
Texas
$1.97M -$20.1K -454 -0.9%
CCM
133
Carlson Capital Management
Minnesota
$1.97M
CIA
134
Caerus Investment Advisors
Texas
$1.96M
ICG
135
InterOcean Capital Group
Tennessee
$1.9M +$2.06M +46,600 New
RPGK
136
Retirement Planning Group (Kansas)
Kansas
$1.89M -$10.5K -236 -0.5%
Betterment LLC
137
Betterment LLC
New York
$1.82M -$1.22M -27,548 -38%
CSWM
138
Cassady Schiller Wealth Management
Ohio
$1.8M +$4.39K +99 +0.2%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$848K +19,134 +76%
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$1.79M +$1.95M +44,013 New
SHWM
141
Silicon Hills Wealth Management
Texas
$1.78M +$1.94M +43,797 New
LI
142
LVZ Inc
Michigan
$1.73M +$1.88M +42,453 New
AFS
143
Annapolis Financial Services
Maryland
$1.71M +$382K +8,624 +26%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$1.85M +41,646 New
FOA
145
Five Oceans Advisors
California
$1.7M +$731K +16,494 +66%
KPWS
146
Kestra Private Wealth Services
Texas
$1.64M -$91.9K -2,075 -5%
WCA
147
Waypoint Capital Advisors
Minnesota
$1.62M +$1.77M +39,834 New
EWA
148
Exencial Wealth Advisors
Oklahoma
$1.55M +$63.7K +1,438 +4%
MCA
149
Maryland Capital Advisors
Maryland
$1.54M
AAS
150
Ameritas Advisory Services
Nebraska
$1.51M +$98.4K +2,220 +6%