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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$235M +$7.31M +169,938 +3%
PL
2
Plancorp LLC
Missouri
$222M +$739K +17,178 +0.3%
BSW
3
Buckingham Strategic Wealth
Missouri
$205M +$2.69M +62,657 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M -$14.3M -332,689 -7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$139M -$2.26M -52,575 -1%
MRWM
6
ML&R Wealth Management
Texas
$83.9M +$7.24M +168,361 +8%
TWA
7
TCI Wealth Advisors
Arizona
$81.7M +$2.32M +53,989 +3%
SFA
8
Sequoia Financial Advisors
Ohio
$62.8M -$4.07M -94,581 -6%
Creative Planning
9
Creative Planning
Kansas
$62M +$6.36K +148 +0%
GCM
10
G2 Capital Management
Ohio
$59.3M -$1.68M -38,960 -2%
JWA
11
JFS Wealth Advisors
Pennsylvania
$58.1M -$215K -5,008 -0.3%
FFM
12
Forum Financial Management
Illinois
$51.8M -$529K -12,294 -0.9%
FG
13
Foster Group
Iowa
$49.2M -$1.17M -27,155 -2%
DY
14
Dowling & Yahnke
California
$48.4M +$603K +14,019 +1%
CL
15
Choreo LLC
Illinois
$46.7M -$1.17M -27,271 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$46M -$548K -12,738 -1%
MWM
17
Modera Wealth Management
New Jersey
$43.9M -$1.26M -29,399 -3%
RRC
18
Relaxing Retirement Coach
Massachusetts
$43.7M +$5.57M +129,645 +13%
EP
19
Equius Partners
California
$41.5M -$592K -13,756 -1%
AssetMark Inc
20
AssetMark Inc
California
$41.5M +$2.44M +56,734 +6%
CFO
21
Colony Family Offices
North Carolina
$39.9M +$234K +5,445 +0.5%
LPL Financial
22
LPL Financial
California
$39.5M +$4.32M +100,562 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$37.2M -$7.33M -170,533 -15%
EAM
24
Evanson Asset Management
California
$36.6M -$144K -3,346 -0.4%
Mariner
25
Mariner
Kansas
$33.9M +$3.43M +79,719 +10%