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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$1M +$102K +2,109 +11%
MCM
177
Manchester Capital Management
Vermont
$980K -$124K -2,558 -11%
LPP
178
Life Planning Partners
Florida
$915K
PPW
179
Parcion Private Wealth
Washington
$913K
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K +$2.03K +42 +0.2%
TF
181
TIAA FSB
Florida
$894K -$16.1K -334 -2%
PA
182
Parallel Advisors
California
$885K +$1.93K +40 +0.2%
TYCC
183
Texas Yale Capital Corp
Florida
$863K
IAN
184
Integrated Advisors Network
Texas
$862K -$15.7K -324 -2%
BMCM
185
Bryn Mawr Capital Management
Pennsylvania
$862K
IFG
186
Independent Financial Group
California
$852K +$9.72K +201 +1%
PWMG
187
Prestige Wealth Management Group
New Jersey
$843K
RWM
188
Rockwood Wealth Management
Pennsylvania
$821K +$1.26K +26 +0.2%
B
189
Brightworth
Georgia
$820K +$338 +7 +0%
SFG
190
SNS Financial Group
Minnesota
$812K +$800K +16,557 New
GWM
191
Geneos Wealth Management
Colorado
$808K +$798K +16,498 New
DADC
192
D.A. Davidson & Co
Montana
$787K -$92.4K -1,912 -11%
MWM
193
Merriman Wealth Management
Washington
$780K -$54.7K -1,131 -7%
TIM
194
Tortoise Investment Management
New York
$769K
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
$746K -$58K -1,200 -7%
WFA
196
WestHill Financial Advisors
California
$739K -$967 -20 -0.1%
KA
197
Klingman & Associates
New York
$736K
SAM
198
SP Asset Management
California
$735K +$1.64K +34 +0.2%
PP
199
Pegasus Partners
Wisconsin
$732K
V
200
Veritable
Delaware
$726K