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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1
Plancorp LLC
Missouri
$281M +$278M +5,960,821 New
BSW
2
Buckingham Strategic Wealth
Missouri
$251M +$248M +5,324,551 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$226M +$223M +4,789,449 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$181M +$179M +3,839,992 New
TWA
5
TCI Wealth Advisors
Arizona
$98.7M +$97.6M +2,094,818 New
Creative Planning
6
Creative Planning
Kansas
$76.5M +$75.7M +1,623,397 New
JWA
7
JFS Wealth Advisors
Pennsylvania
$71.6M +$70.8M +1,519,050 New
FG
8
Foster Group
Iowa
$64M +$63.3M +1,357,424 New
CL
9
Choreo LLC
Illinois
$59.4M +$58.8M +1,261,148 New
MWM
10
Modera Wealth Management
New Jersey
$54.6M +$54M +1,159,206 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$54.5M +$53.9M +1,157,013 New
DY
12
Dowling & Yahnke
California
$53.9M +$53.3M +1,143,816 New
CFO
13
Colony Family Offices
North Carolina
$50.2M +$49.6M +1,064,709 New
EAM
14
Evanson Asset Management
California
$44.9M +$44.5M +953,634 New
LPL Financial
15
LPL Financial
California
$39.2M +$38.8M +831,775 New
MAM
16
McLean Asset Management
Virginia
$38.4M +$37.9M +812,393 New
Truist Financial
17
Truist Financial
North Carolina
$36.8M +$36.4M +781,237 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$36.6M +$36.2M +777,175 New
AssetMark Inc
19
AssetMark Inc
California
$35.4M +$35M +751,330 New
1WM
20
1900 Wealth Management
Texas
$31.6M +$31.3M +671,198 New
AIS
21
American Investment Services
Massachusetts
$28.9M +$28.6M +612,776 New
RS
22
Retirement Solution
Washington
$21.4M +$21.1M +453,503 New
CPIG
23
Chicago Partners Investment Group
Illinois
$21.3M +$20.5M +440,786 New
AC
24
Apella Capital
Connecticut
$20.4M +$20.1M +432,078 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.9M +$19.7M +421,737 New