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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$3.78M +$388K +6,487 +12%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$3.76M +$130K +2,171 +4%
HIA
178
HTG Investment Advisors
Connecticut
$3.74M
LFA
179
Lauterbach Financial Advisors
Texas
$3.7M +$590K +9,855 +20%
CAMG
180
CWA Asset Management Group
Florida
$3.68M +$3.54M +59,092 New
Brown Advisory
181
Brown Advisory
Maryland
$3.67M
WA
182
Waverly Advisors
Alabama
$3.61M +$1.56K +26 +0%
IWN
183
Independent Wealth Network
Iowa
$3.61M +$238K +3,982 +7%
WFA
184
Websterrogers Financial Advisors
South Carolina
$3.61M -$24.4K -407 -0.7%
CCA
185
Clarity Capital Advisors
Florida
$3.48M +$8.2K +137 +0.2%
LP
186
LGL Partners
Pennsylvania
$3.47M
BP
187
Ballentine Partners
Massachusetts
$3.4M
AWM
188
Apollon Wealth Management
South Carolina
$3.39M -$174K -2,905 -5%
AWA
189
Acorn Wealth Advisors
Michigan
$3.32M -$51.5K -860 -2%
MA
190
Montag & Associates
Georgia
$3.16M +$5.81K +97 +0.2%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$3.16M -$11.6K -193 -0.4%
SSC
192
Syverson Strege & Co
Iowa
$3.12M +$3.77K +63 +0.1%
SWM
193
Sterling Wealth Management
Illinois
$3.11M +$5.75K +96 +0.2%
LWM
194
Lodestone Wealth Management
Washington
$3.02M +$769K +12,847 +36%
FC
195
Financial Council
Maryland
$3.01M
RDWM
196
Red Door Wealth Management
Tennessee
$2.96M
Baird Financial Group
197
Baird Financial Group
Wisconsin
$2.93M -$298K -4,981 -10%
MFT
198
Moisand Fitzgerald Tamayo
Florida
$2.93M -$79K -1,319 -3%
BCI
199
Brinker Capital Investments
Pennsylvania
$2.83M -$13.5K -225 -0.5%
OPS
200
Orion Portfolio Solutions
Nebraska
$2.83M -$13.5K -225 -0.5%