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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$2.81M +$303K +6,268 +13%
MFT
177
Moisand Fitzgerald Tamayo
Florida
$2.79M -$179K -3,697 -6%
OIA
178
OneDigital Investment Advisors
Kansas
$2.78M +$2.31M +47,798 +812%
Financial Engines Advisors
179
Financial Engines Advisors
California
$2.75M -$17.5K -361 -0.7%
EWA
180
Exencial Wealth Advisors
Oklahoma
$2.65M +$974K +20,122 +65%
IWC
181
Integrated Wealth Concepts
Massachusetts
$2.65M -$139K -2,869 -5%
MA
182
Montag & Associates
Georgia
$2.62M +$8.33K +172 +0.3%
WCA
183
Waypoint Capital Advisors
Minnesota
$2.6M
SSC
184
Syverson Strege & Co
Iowa
$2.6M +$4.45K +92 +0.2%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2.59M +$207K +4,283 +9%
LFA
186
Lauterbach Financial Advisors
Texas
$2.58M +$107K +2,217 +5%
TWD
187
True Wealth Design
Ohio
$2.57M -$397K -8,208 -14%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$2.57M +$390K +8,056 +20%
Betterment LLC
189
Betterment LLC
New York
$2.54M +$1.29M +26,656 +120%
MFG
190
Mendota Financial Group
Wisconsin
$2.53M +$2.36M +48,788 New
CIA
191
Caerus Investment Advisors
Texas
$2.49M +$2.33M +48,098 New
SWM
192
Sterling Wealth Management
Illinois
$2.49M +$2.33M +48,033 New
Baird Financial Group
193
Baird Financial Group
Wisconsin
$2.48M +$1.5M +30,917 +183%
ALWM
194
Andrews Lucia Wealth Management
California
$2.47M -$73.6K -1,520 -3%
RDWM
195
Red Door Wealth Management
Tennessee
$2.47M
CCM
196
Carlson Capital Management
Minnesota
$2.45M -$17.7K -366 -0.8%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$2.41M +$268K +5,527 +14%
BHWM
198
Beaird Harris Wealth Management
Texas
$2.4M +$60.6K +1,252 +3%
CFO
199
CVA Family Office
Colorado
$2.35M +$9.88K +204 +0.5%
EWA
200
Elevate Wealth Advisory
Georgia
$2.27M +$2.12M +43,720 New