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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$575K
OIA
177
OneDigital Investment Advisors
Kansas
$573K +$532 +11 +0.1%
C
178
Certuity
Florida
$571K +$586K +12,112 New
OPS
179
Orion Portfolio Solutions
Nebraska
$568K +$65.8K +1,359 +13%
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$565K
HTHT
181
Hemenway Trust Hemenway Trust
New Hampshire
$561K -$329K -6,800 -36%
CIAS
182
Capital Investment Advisory Services
North Carolina
$559K -$203K -4,198 -26%
Franklin Resources
183
Franklin Resources
California
$552K +$3.68K +76 +0.7%
SWA
184
SFMG Wealth Advisors
Texas
$548K -$9.63K -199 -2%
CBN
185
Cadence Bank NA
Texas
$546K
GLA
186
Great Lakes Advisors
Illinois
$543K
PC
187
Peavine Capital
Nevada
$535K
BFPW
188
BOK Financial Private Wealth
Colorado
$534K
MSR
189
Main Street Research
Connecticut
$516K
EBA
190
Eagle Bay Advisors
New York
$510K +$523K +10,808 New
MFG
191
Merit Financial Group
Georgia
$505K
CWM
192
Curi Wealth Management
North Carolina
$496K +$1.35K +28 +0.3%
IF
193
Ironwood Financial
Arizona
$487K
CSIC
194
Clifford Swan Investment Counsel
California
$480K
BWM
195
BT Wealth Management
Georgia
$471K +$1.31K +27 +0.3%
AWMG
196
Alliance Wealth Management Group
New Jersey
$465K
TCM
197
Towercrest Capital Management
Pennsylvania
$465K
GCP
198
Gill Capital Partners
Colorado
$457K +$484 +10 +0.1%
HFG
199
Heron Financial Group
New York
$451K -$40.5K -838 -8%
FNT
200
First National Trust
Pennsylvania
$436K