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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1
Plancorp LLC
Missouri
$278M -$3.05M -62,933 -1%
BSW
2
Buckingham Strategic Wealth
Missouri
$259M +$7.72M +159,497 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$220M -$5.52M -114,059 -2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$179M -$2.15M -44,358 -1%
TWA
5
TCI Wealth Advisors
Arizona
$98.9M +$123K +2,541 +0.1%
Creative Planning
6
Creative Planning
Kansas
$76.4M -$179K -3,697 -0.2%
JWA
7
JFS Wealth Advisors
Pennsylvania
$69.4M -$2.34M -48,310 -3%
FG
8
Foster Group
Iowa
$63.1M -$924K -19,098 -1%
CL
9
Choreo LLC
Illinois
$59.2M -$294K -6,086 -0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$55.6M +$1.09M +22,433 +2%
MWM
11
Modera Wealth Management
New Jersey
$54.1M -$578K -11,939 -1%
DY
12
Dowling & Yahnke
California
$53.5M -$471K -9,738 -0.9%
CFO
13
Colony Family Offices
North Carolina
$48.1M -$2.19M -45,224 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$46.1M +$9.73M +200,989 +26%
EAM
15
Evanson Asset Management
California
$44.9M +$50.2K +1,038 +0.1%
MAM
16
McLean Asset Management
Virginia
$40.5M -$136K -2,802 -0.3%
LPL Financial
17
LPL Financial
California
$40.1M +$946K +19,552 +2%
Truist Financial
18
Truist Financial
North Carolina
$37.5M +$663K +13,699 +2%
AssetMark Inc
19
AssetMark Inc
California
$37.1M +$1.69M +34,894 +5%
1WM
20
1900 Wealth Management
Texas
$31.8M +$181K +3,743 +0.6%
AIS
21
American Investment Services
Massachusetts
$29.2M +$313K +6,475 +1%
SWA
22
Sax Wealth Advisors
New Jersey
$27.1M +$27.8M +574,250 New
RS
23
Retirement Solution
Washington
$23.7M +$2.38M +49,099 +11%
CPIG
24
Chicago Partners Investment Group
Illinois
$23M +$508K +10,502 +2%
AC
25
AWM Capital
Arizona
$20.8M +$19.6M +404,178 New