We are live on ! Find out more
DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
126
Cypress Point Wealth Management
Texas
$10.2M +$3.25M +50,881 +43%
THL
127
Tillman Hartley LLC
Colorado
$10.1M -$762K -11,920 -7%
WCM
128
Wealthcare Capital Management
Virginia
$10.1M +$10.4M +163,107 +4,644%
KAS
129
KPP Advisory Services
Kentucky
$10M +$4.23M +66,224 +67%
HFS
130
Hughes Financial Services
Virginia
$9.95M -$22.9K -358 -0.2%
PA
131
PFG Advisors
Arizona
$9.87M +$632K +9,888 +6%
CFG
132
Cornerstone Financial Group
Nebraska
$9.71M +$209K +3,275 +2%
BWP
133
Bernardo Wealth Planning
Pennsylvania
$9.59M +$591K +9,254 +6%
RCAG
134
Rehmann Capital Advisory Group
Michigan
$9.58M +$286K +4,482 +3%
CPCP
135
Cedar Point Capital Partners
Iowa
$9.53M +$144K +2,253 +1%
EFP
136
Envision Financial Planning
Tennessee
$9.5M -$491K -7,680 -5%
PWS
137
Physician Wealth Solutions
Nevada
$9.4M
IAG
138
Investment Advisory Group
Massachusetts
$9.15M +$1.13M +17,618 +13%
Stifel Financial
139
Stifel Financial
Missouri
$9.12M +$1.06M +16,593 +12%
PCA
140
Prosperity Capital Advisors
Ohio
$9.08M -$538K -8,422 -5%
RLWM
141
RF&L Wealth Management
Massachusetts
$8.81M -$47K -735 -0.5%
CWP
142
Concord Wealth Partners
Virginia
$8.61M -$997K -15,602 -10%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$8.58M +$243K +3,796 +3%
FEG
144
Fund Evaluation Group
Ohio
$8.3M +$56.7K +888 +0.7%
SFS
145
Sowell Financial Services
Arkansas
$8.3M +$66.1K +1,035 +0.8%
CWMA
146
Capstone Wealth Management (Alabama)
Alabama
$8.2M +$325K +5,084 +4%
SA
147
Seneschal Advisors
Washington
$7.78M -$59.4K -929 -0.7%
HWM
148
HB Wealth Management
Georgia
$7.77M +$5.62K +88 +0.1%
QCM
149
Quantinno Capital Management
New York
$7.73M +$630K +9,853 +8%
BI
150
Binnacle Investments
Iowa
$7.62M +$8.05M +125,963 New