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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
201
Tortoise Investment Management
New York
$4.64M +$355K +5,555 +8%
GAM
202
Gotham Asset Management
New York
$4.45M +$4.71M +73,635 New
LI
203
LVZ Inc
Michigan
$4.45M -$631K -9,871 -12%
CMP
204
Coston McIsaac & Partners
Maine
$4.39M +$1.5M +23,482 +48%
GCA
205
Greenwood Capital Associates
South Carolina
$4.28M +$2.85M +44,586 +171%
CPC
206
Consolidated Planning Corp
Georgia
$4.24M -$1.69M -26,396 -27%
ASN
207
Advisory Services Network
Georgia
$4.16M -$88.5K -1,385 -2%
AFA
208
Avant Financial Advisors
Texas
$4.15M +$45.3K +709 +1%
VPWA
209
Vestia Personal Wealth Advisors
Indiana
$4M -$703 -11 -0%
AQR Capital Management
210
AQR Capital Management
Connecticut
$3.99M +$1.96M +30,674 +87%
IWN
211
Independent Wealth Network
Iowa
$3.95M +$247K +3,863 +6%
HR
212
Hardy Reed
Mississippi
$3.87M
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$3.82M -$56K -877 -1%
WA
214
Waverly Advisors
Alabama
$3.76M +$260K +4,075 +7%
EWM
215
Empirical Wealth Management
Washington
$3.69M -$151K -2,367 -4%
SHGA
216
Sand Hill Global Advisors
California
$3.62M
CAMG
217
CWA Asset Management Group
Florida
$3.58M +$3.45K +54 +0.1%
Brown Advisory
218
Brown Advisory
Maryland
$3.58M -$33.8K -529 -0.9%
LFA
219
Lauterbach Financial Advisors
Texas
$3.54M -$351K -5,491 -9%
HIA
220
HTG Investment Advisors
Connecticut
$3.54M -$49.1K -769 -1%
EWA
221
EP Wealth Advisors
California
$3.53M -$442K -6,910 -11%
CL
222
CLG LLC
California
$3.46M +$96.7K +1,514 +3%
IWC
223
Integrated Wealth Concepts
Massachusetts
$3.42M +$78K +1,220 +2%
WFA
224
Websterrogers Financial Advisors
South Carolina
$3.41M -$86.3K -1,351 -2%
MAS
225
MPWM Advisory Solutions
Georgia
$3.39M -$5.05K -79 -0.1%