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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$240M -$10.2M -230,111 -4%
PL
2
Plancorp LLC
Missouri
$232M -$3.82M -86,301 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$213M -$1.56M -35,287 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$188M -$35.6M -803,620 -15%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$148M -$4.13M -93,129 -2%
TWA
6
TCI Wealth Advisors
Arizona
$83.5M -$3.17M -71,564 -3%
MRWM
7
ML&R Wealth Management
Texas
$81.2M -$6.45M -145,450 -7%
SFA
8
Sequoia Financial Advisors
Ohio
$69.8M -$535K -12,081 -0.7%
Creative Planning
9
Creative Planning
Kansas
$65.1M -$99.6K -2,247 -0.1%
GCM
10
G2 Capital Management
Ohio
$63.9M +$234K +5,281 +0.3%
JWA
11
JFS Wealth Advisors
Pennsylvania
$61.2M +$2.07M +46,648 +3%
FFM
12
Forum Financial Management
Illinois
$54.9M -$638K -14,406 -1%
FG
13
Foster Group
Iowa
$52.7M -$291K -6,558 -0.5%
DY
14
Dowling & Yahnke
California
$50.2M +$6.41M +144,680 +13%
CL
15
Choreo LLC
Illinois
$50.1M -$468K -10,560 -0.9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$48.8M +$339K +7,652 +0.6%
MWM
17
Modera Wealth Management
New Jersey
$47.3M -$760K -17,142 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$46M +$1.55M +35,027 +3%
EP
19
Equius Partners
California
$44.1M -$259K -5,850 -0.5%
CFO
20
Colony Family Offices
North Carolina
$41.6M +$1.31M +29,645 +3%
AssetMark Inc
21
AssetMark Inc
California
$41.2M +$4.07M +91,864 +10%
RRC
22
Relaxing Retirement Coach
Massachusetts
$40.6M +$8.93M +201,622 +25%
EAM
23
Evanson Asset Management
California
$38.5M -$204K -4,602 -0.5%
LPL Financial
24
LPL Financial
California
$37.4M +$40.7M +917,877 New
MAM
25
McLean Asset Management
Virginia
$33.2M +$35.5M +802,082 New