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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$313M +$29.1M +600,275 +11%
IFA
2
Index Fund Advisors
California
$312M +$726K +14,994 +0.2%
PL
3
Plancorp LLC
Missouri
$272M -$10.5M -217,093 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$219M -$3.81M -78,669 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$191M -$1.68M -34,800 -0.9%
MRWM
6
ML&R Wealth Management
Texas
$121M +$1.33M +27,398 +1%
TWA
7
TCI Wealth Advisors
Arizona
$118M +$535K +11,050 +0.5%
IDA
8
Intelligence Driven Advisers
California
$92.5M +$70.1M +1,448,658 +462%
Creative Planning
9
Creative Planning
Kansas
$89.7M -$748K -15,456 -0.9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$86M -$2.87M -59,264 -3%
GWWM
11
Great Waters Wealth Management
Minnesota
$85.6M +$10.3M +212,336 +14%
SFA
12
Sequoia Financial Advisors
Ohio
$84.3M -$763K -15,757 -1%
GCM
13
G2 Capital Management
Ohio
$83.9M -$1.31M -27,164 -2%
SC
14
Savant Capital
Illinois
$78.7M +$5.88M +121,473 +9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$75.1M -$339K -7,008 -0.5%
JWA
16
JFS Wealth Advisors
Pennsylvania
$73.4M -$183K -3,773 -0.3%
ZF
17
Zhang Financial
Michigan
$72M +$12M +247,763 +22%
FFM
18
Forum Financial Management
Illinois
$71.7M -$1.7M -35,212 -2%
DPW
19
DiNuzzo Private Wealth
Pennsylvania
$67.7M +$63.2M +1,306,233 New
AssetMark Inc
20
AssetMark Inc
California
$65.8M +$846K +17,471 +1%
FFM
21
Flagstone Financial Management
Nebraska
$64.9M +$1.52M +31,329 +3%
MWM
22
Modera Wealth Management
New Jersey
$62.4M +$66.1K +1,365 +0.1%
LPL Financial
23
LPL Financial
California
$56.8M -$1.16M -23,932 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$55.6M -$2.87M -59,334 -5%
FG
25
Foster Group
Iowa
$55.4M