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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$1.45M
SSB
152
Sandy Spring Bank
Maryland
$1.45M +$30.6K +609 +2%
FWP
153
FAS Wealth Partners
Kansas
$1.44M -$359K -7,151 -20%
HSG
154
Helen Stephens Group
Texas
$1.42M +$1.38M +27,545 New
BFO
155
Biltmore Family Office
North Carolina
$1.42M
MA
156
MUFG Americas
New York
$1.42M -$162K -3,227 -11%
WAG
157
Winthrop Advisory Group
Massachusetts
$1.4M -$3.52K -70 -0.3%
PFPT
158
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.4M -$25K -497 -2%
ASI
159
Advisory Services & Investments
Oregon
$1.39M +$88.8K +1,766 +7%
NHC
160
Nicholas Hoffman & Company
Georgia
$1.38M +$1.34M +26,727 New
BFS
161
Beacon Financial Strategies
North Carolina
$1.37M -$235K -4,671 -15%
SIC
162
SJS Investment Consulting
Ohio
$1.36M +$1.33M +26,386 New
RTL
163
Red Tortoise LLC
Georgia
$1.33M -$12.8K -255 -1%
FOA
164
Five Oceans Advisors
California
$1.31M -$4.32K -86 -0.3%
CPSAC
165
Chas P. Smith & Associates (CPS)
Florida
$1.3M
AWM
166
AE Wealth Management
Kansas
$1.29M +$483K +9,615 +62%
WAM
167
WNY Asset Management
New York
$1.29M -$39.7K -789 -3%
Citadel Advisors
168
Citadel Advisors
Florida
$1.28M +$1.25M +24,850 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$56.1K +1,117 +5%
PFBT
170
Parkside Financial Bank & Trust
Missouri
$1.26M
BFS
171
Bard Financial Services
Connecticut
$1.25M
ADL
172
Asset Dedication LLC
California
$1.21M
CA
173
CGN Advisors
Kansas
$1.18M +$166K +3,304 +17%
QA
174
Quantitative Advantage
Minnesota
$1.17M +$1.14M +22,601 New
MCM
175
Manchester Capital Management
Vermont
$1.17M