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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$280M +$1.69M +34,873 +0.6%
PL
2
Plancorp LLC
Missouri
$255M -$2.9M -60,040 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$253M +$9.01M +186,312 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M -$3.92M -81,094 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$174M +$10.3M +213,455 +6%
SIS
6
Strategic Investment Solutions
Illinois
$119M +$118M +2,439,997 +8,015%
MRWM
7
ML&R Wealth Management
Texas
$108M -$225K -4,645 -0.2%
TWA
8
TCI Wealth Advisors
Arizona
$106M +$1.07M +22,198 +1%
Creative Planning
9
Creative Planning
Kansas
$81.3M +$313K +6,475 +0.4%
Corient Private Wealth
10
Corient Private Wealth
Florida
$80M -$1.43M -29,634 -2%
GCM
11
G2 Capital Management
Ohio
$76.6M +$220K +4,543 +0.3%
SFA
12
Sequoia Financial Advisors
Ohio
$76.5M -$776K -16,043 -1%
GWWM
13
Great Waters Wealth Management
Minnesota
$68.6M +$9.1M +188,231 +15%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$67.8M +$69.4M +1,435,323 +6,954%
JWA
15
JFS Wealth Advisors
Pennsylvania
$66.1M -$440K -9,095 -0.6%
FFM
16
Forum Financial Management
Illinois
$66.1M -$1.21M -24,959 -2%
SC
17
Savant Capital
Illinois
$65.1M +$62M +1,282,818 +1,118%
AssetMark Inc
18
AssetMark Inc
California
$58.3M +$930K +19,235 +2%
FFM
19
Flagstone Financial Management
Nebraska
$56.9M +$3.92M +80,982 +7%
MWM
20
Modera Wealth Management
New Jersey
$56M -$605K -12,505 -1%
FG
21
Foster Group
Iowa
$55.4M -$882K -18,227 -2%
ZF
22
Zhang Financial
Michigan
$53.2M +$12.3M +253,724 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$52.7M -$780K -16,122 -1%
LPL Financial
24
LPL Financial
California
$52.1M +$1.32M +27,311 +2%
CL
25
Choreo LLC
Illinois
$49.8M -$2.3M -47,524 -4%