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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$288M -$673K -14,793 -0.2%
PL
2
Plancorp LLC
Missouri
$266M -$3.25M -71,530 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$253M -$2.67M -58,597 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$212M -$1.01M -22,303 -0.5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$169M -$3.91M -85,867 -2%
MRWM
6
ML&R Wealth Management
Texas
$112M -$988K -21,724 -0.9%
TWA
7
TCI Wealth Advisors
Arizona
$108M -$11.7K -257 -0%
Corient Private Wealth
8
Corient Private Wealth
Florida
$84.2M +$689K +15,138 +0.9%
Creative Planning
9
Creative Planning
Kansas
$83.8M -$677K -14,874 -0.8%
SFA
10
Sequoia Financial Advisors
Ohio
$79.9M +$788K +17,327 +1%
GCM
11
G2 Capital Management
Ohio
$79M +$5.12M +112,450 +7%
FFM
12
Forum Financial Management
Illinois
$69.6M +$803K +17,655 +1%
JWA
13
JFS Wealth Advisors
Pennsylvania
$68.9M -$1.04M -22,813 -2%
RRC
14
Relaxing Retirement Coach
Massachusetts
$64.2M +$2.12M +46,557 +4%
GWWM
15
Great Waters Wealth Management
Minnesota
$61.6M +$6.45M +141,807 +12%
AssetMark Inc
16
AssetMark Inc
California
$59.4M +$2.45M +53,873 +5%
MWM
17
Modera Wealth Management
New Jersey
$58.5M -$705K -15,492 -1%
FG
18
Foster Group
Iowa
$58.2M -$1.29M -28,280 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$55.3M -$471K -10,344 -0.9%
FFM
20
Flagstone Financial Management
Nebraska
$54.9M +$1.98M +43,459 +4%
CL
21
Choreo LLC
Illinois
$53.8M -$2.2M -48,427 -4%
LPL Financial
22
LPL Financial
California
$52.6M +$1.41M +30,977 +3%
AAM
23
Austin Asset Management
Texas
$49.7M +$5.01M +110,153 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$49.1M +$2.21M +48,636 +5%
Mariner
25
Mariner
Kansas
$47.4M +$257K +5,649 +0.6%