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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
126
Financial Council
Maryland
$2.2M
CAMG
127
CWA Asset Management Group
Florida
$2.19M -$12.3K -286 -0.5%
ALWM
128
Andrews Lucia Wealth Management
California
$2.19M -$736K -17,122 -23%
LP
129
LGL Partners
Pennsylvania
$2.16M
W
130
WealthOne
New York
$2.15M +$1.68K +39 +0.1%
BP
131
Ballentine Partners
Massachusetts
$2.12M
Brown Advisory
132
Brown Advisory
Maryland
$2.06M
LI
133
LVZ Inc
Michigan
$2.04M +$431K +10,012 +24%
SSC
134
Syverson Strege & Co
Iowa
$2M +$34.4K +800 +2%
MA
135
Montag & Associates
Georgia
$1.93M +$6.41K +149 +0.3%
Northern Trust
136
Northern Trust
Illinois
$1.92M
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.91M -$8.04K -187 -0.4%
LFA
138
Lauterbach Financial Advisors
Texas
$1.87M -$2.32K -54 -0.1%
CCM
139
Carlson Capital Management
Minnesota
$1.87M
CIA
140
Caerus Investment Advisors
Texas
$1.87M
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$1.86M +$2.01M +46,640 New
Betterment LLC
142
Betterment LLC
New York
$1.82M
ICG
143
InterOcean Capital Group
Tennessee
$1.81M +$172 +4 +0%
RPGK
144
Retirement Planning Group (Kansas)
Kansas
$1.8M +$774 +18 +0%
DWM
145
Drive Wealth Management
Utah
$1.78M +$1.06M +24,617 +116%
SHWM
146
Silicon Hills Wealth Management
Texas
$1.7M +$559 +13 +0%
AFS
147
Annapolis Financial Services
Maryland
$1.66M +$29.9K +695 +2%
CSWM
148
Cassady Schiller Wealth Management
Ohio
$1.64M -$85.7K -1,994 -5%
FOA
149
Five Oceans Advisors
California
$1.61M -$903 -21 -0.1%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$1.61M -$6.28K -146 -0.4%