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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Drive Wealth Management
Utah
$868K +$943K +21,289 New
SDH
202
Sloy Dahl & Holst
Washington
$850K -$33.3K -752 -3%
MWC
203
MBM Wealth Consultants
Missouri
$849K
AWA
204
Arete Wealth Advisors
Illinois
$849K +$1.06K +24 +0.1%
AFAS
205
Acorn Financial Advisory Services
Virginia
$838K
KeyBank National Association
206
KeyBank National Association
Ohio
$836K
CWM
207
Curi Wealth Management
North Carolina
$836K +$440K +9,926 +94%
TF
208
TIAA FSB
Florida
$826K +$90.1K +2,034 +11%
RJA
209
Raymond James & Associates
Florida
$823K -$471K -10,632 -34%
PPW
210
Parcion Private Wealth
Washington
$794K -$2.17K -49 -0.3%
PCIA
211
Prime Capital Investment Advisors
Kansas
$779K -$103K -2,317 -11%
MWPCG
212
Measured Wealth Private Client Group
New Hampshire
$777K +$845K +19,075 New
LPP
213
Life Planning Partners
Florida
$762K
IWM
214
IHT Wealth Management
Illinois
$730K +$794K +17,923 New
PA
215
Parallel Advisors
California
$728K +$2.84K +64 +0.4%
TYCC
216
Texas Yale Capital Corp
Florida
$717K
IAN
217
Integrated Advisors Network
Texas
$716K
IFG
218
Independent Financial Group
California
$708K
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$707K -$55.2K -1,245 -7%
PWMG
220
Prestige Wealth Management Group
New Jersey
$701K
MFS
221
Madrona Financial Services
Washington
$700K +$761K +17,172 New
IA
222
IFG Advisory
Georgia
$688K +$749K +16,895 New
RWM
223
Rockwood Wealth Management
Pennsylvania
$684K +$1.77K +40 +0.2%
CFS
224
CRA Financial Services
New Jersey
$682K +$742K +16,746 New
PFM
225
Phillips Financial Management
Indiana
$677K +$165K +3,730 +29%