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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
KPP Advisory Services
Kentucky
$6.85M +$329K +5,785 +5%
FIM
127
Freedom Investment Management
Connecticut
$6.68M -$91.7K -1,613 -1%
BAM
128
Bayshore Asset Management
Florida
$6.63M -$34.3K -603 -0.5%
CPC
129
Consolidated Planning Corp
Georgia
$6.59M -$423K -7,442 -6%
AFG
130
Altiora Financial Group
Ohio
$6.57M
KAM
131
Kraft Asset Management
Tennessee
$6.49M -$279K -4,916 -4%
Financial Engines Advisors
132
Financial Engines Advisors
California
$6.46M -$308K -5,410 -5%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$6.41M +$611K +10,739 +11%
QFA
134
Quantum Financial Advisors
California
$6.41M
CIAS
135
CFS Investment Advisory Services
New Jersey
$6.23M +$30.2K +531 +0.5%
SSB
136
Sandy Spring Bank
Maryland
$6.1M +$722K +12,699 +14%
HWM
137
Hemington Wealth Management
Virginia
$6.09M -$783K -13,765 -12%
CAC
138
Certified Advisory Corp
Florida
$6.06M +$26.9K +474 +0.5%
MWM
139
Mission Wealth Management
California
$5.94M -$963K -16,945 -14%
CAM
140
CPA Asset Management
Florida
$5.93M +$1.77M +31,064 +45%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$5.74M -$1.34M -23,610 -19%
SFG
142
SNS Financial Group
Minnesota
$5.69M -$638K -11,220 -10%
IAG
143
Investment Advisory Group
Massachusetts
$5.55M +$1.27M +22,386 +31%
DWM
144
Dopkins Wealth Management
New York
$5.49M +$65.3K +1,148 +1%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$5.48M -$13.4K -235 -0.3%
EFP
146
EnRich Financial Partners
Wisconsin
$5.47M -$8.93K -157 -0.2%
CA
147
Clearstead Advisors
Ohio
$5.47M +$5.28M +92,934 New
EWA
148
EverSource Wealth Advisors
Alabama
$5.34M -$102K -1,800 -2%
GAM
149
Gemmer Asset Management
California
$5.25M +$81.9K +1,441 +2%
UCFA
150
United Capital Financial Advisors
Texas
$5.12M -$236K -4,153 -5%