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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
151
Robertson Stephens Wealth Management
California
$7.82M -$526K -8,200 -6%
FWM
152
FMB Wealth Management
California
$7.79M -$19.6K -306 -0.2%
AF
153
Allworth Financial
California
$7.75M -$501K -7,814 -6%
QCM
154
Quantinno Capital Management
New York
$7.52M -$526K -8,209 -7%
CPWM
155
Cypress Point Wealth Management
Texas
$7.5M +$2.61M +40,715 +53%
KWA
156
Kondo Wealth Advisors
California
$7.31M +$7.35M +114,645 New
SIA
157
SeaBridge Investment Advisors
New Jersey
$7.3M +$7.34M +114,487 New
BW
158
BostonPremier Wealth
Massachusetts
$7.23M +$7.27M +113,396 New
IWB
159
Innovative Wealth Building
Maryland
$7.2M +$7.24M +112,937 New
JWM
160
JDH Wealth Management
California
$7.12M +$7.16M +111,699 New
AFG
161
Altiora Financial Group
Ohio
$7.12M
BAM
162
Bayshore Asset Management
Florida
$7.11M +$30.1K +470 +0.4%
CAM
163
CPA Asset Management
Florida
$7.09M +$602K +9,382 +9%
KAM
164
Kraft Asset Management
Tennessee
$6.98M -$91K -1,419 -1%
SP
165
Symmetry Partners
Connecticut
$6.8M -$375K -5,851 -5%
Financial Engines Advisors
166
Financial Engines Advisors
California
$6.79M -$63.2K -986 -0.9%
QFA
167
Quantum Financial Advisors
California
$6.69M
VWA
168
VSM Wealth Advisory
Maryland
$6.65M +$6.69M +104,313 New
SSB
169
Sandy Spring Bank
Maryland
$6.64M -$46.9K -732 -0.7%
TWM
170
Topsail Wealth Management
North Carolina
$6.54M +$6.58M +102,627 New
CIAS
171
CFS Investment Advisory Services
New Jersey
$6.48M -$182K -2,831 -3%
ACA
172
Aptus Capital Advisors
Alabama
$6.46M +$4.38M +68,325 +207%
Betterment LLC
173
Betterment LLC
New York
$6.43M -$1.89M -29,510 -23%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$6.38M +$135K +2,113 +2%
RW
175
Ridgeline Wealth
Arizona
$6.38M +$6.42M +100,052 New