We are live on ! Find out more
DFUS

Dimensional US Equity ETF
DFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
176
Personal Capital Advisors
California
$1.12M -$33.7K -760 -3%
MA
177
MUFG Americas
New York
$1.12M – – –
NHC
178
Nicholas Hoffman & Company
Georgia
$1.12M -$52.6K -1,188 -4%
BFO
179
Biltmore Family Office
North Carolina
$1.11M – – –
WAG
180
Winthrop Advisory Group
Massachusetts
$1.11M +$1.24K +28 +0.1%
PFPT
181
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.1M – – –
MFT
182
Moisand Fitzgerald Tamayo
Florida
$1.09M +$1.19M +26,883 New
AWP
183
Abacus Wealth Partners
California
$1.09M – – –
FWP
184
Falcon Wealth Planning
California
$1.08M -$352K -7,949 -23%
BFS
185
Beacon Financial Strategies
North Carolina
$1.08M – – –
RTL
186
Red Tortoise LLC
Georgia
$1.05M +$4.17K +94 +0.4%
LNWWM
187
Laird Norton Wetherby Wealth Management
California
$1.04M – – –
CAN
188
Cetera Advisor Networks
California
$1.04M -$70.8K -1,598 -6%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$1.03M +$45.1K +1,017 +4%
MIAN
190
Mariner Independent Advisor Network
Kansas
$1.02M – – –
MW
191
Marcum Wealth
Ohio
$1.02M +$1.11M +25,134 New
CPSAC
192
Chas P. Smith & Associates (CPS)
Florida
$1.02M -$5.58K -126 -0.5%
WAM
193
WNY Asset Management
New York
$1.01M – – –
FWP
194
FAS Wealth Partners
Kansas
$998K -$153K -3,448 -12%
EWA
195
EP Wealth Advisors
California
$989K -$18.6K -419 -2%
BFS
196
Bard Financial Services
Connecticut
$987K – – –
BMCM
197
Bryn Mawr Capital Management
Pennsylvania
$972K +$278K +6,266 +36%
BHWM
198
Beaird Harris Wealth Management
Texas
$925K +$491K +11,089 +95%
QA
199
Quantitative Advantage
Minnesota
$921K -$37.7K -851 -4%
EIA
200
Eldridge Investment Advisors
New Hampshire
$871K – – –
6 7
8
9 10