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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
151
CRA Financial Services
New Jersey
$790K
B
152
Brightworth
Georgia
$787K +$808K +16,707 New
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$751K +$33.9K +700 +5%
SAM
154
SP Asset Management
California
$741K +$721K +14,905 New
CA
155
Cetera Advisors
Colorado
$730K
AWM
156
AE Wealth Management
Kansas
$726K -$122K -2,511 -14%
APP
157
Avantax Planning Partners
Iowa
$716K
WFA
158
WestHill Financial Advisors
California
$712K +$731K +15,102 New
KA
159
Klingman & Associates
New York
$708K
PP
160
Pegasus Partners
Wisconsin
$704K
V
161
Veritable
Delaware
$699K +$296K +6,116 +70%
IA
162
IFG Advisory
Georgia
$697K
IFG
163
Independent Financial Group
California
$695K +$44.3K +916 +7%
MSFS
164
Main Street Financial Solutions
Pennsylvania
$685K +$11.7K +242 +2%
LB
165
Leo Brokerage
Texas
$682K +$1.94K +40 +0.3%
AAS
166
Avantax Advisory Services
Texas
$636K -$9.29K -192 -1%
Morgan Stanley
167
Morgan Stanley
New York
$636K +$85.2K +1,761 +15%
DPI
168
Diversified Portfolios Inc
Michigan
$630K -$32.5K -672 -5%
HNB
169
Huntington National Bank
Ohio
$619K +$1.74K +36 +0.3%
FCI
170
Financial Counselors Inc
Kansas
$616K +$632K +13,065 New
SAM
171
Summit Asset Management
Tennessee
$611K +$627K +12,952 New
CFGS
172
Concourse Financial Group Securities
Alabama
$608K -$29.2K -603 -4%
VFA
173
Valeo Financial Advisors
Indiana
$604K
NGA
174
Naples Global Advisors
Florida
$597K +$1.69K +35 +0.3%
SVCP
175
Silicon Valley Capital Partners
California
$586K +$1.65K +34 +0.3%