We are live on ! Find out more
DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$436M +$87.4M +1,614,498 +27%
IFA
2
Index Fund Advisors
California
$342M -$1.44M -26,533 -0.4%
PL
3
Plancorp LLC
Missouri
$292M -$7.05M -130,294 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$240M -$1.6M -29,514 -0.7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$216M +$5.34M +98,641 +3%
SWA
6
Sax Wealth Advisors
New Jersey
$157M +$106M +1,960,422 +249%
TWA
7
TCI Wealth Advisors
Arizona
$130M -$403K -7,442 -0.3%
MRWM
8
ML&R Wealth Management
Texas
$126M -$6.8M -125,564 -5%
GWWM
9
Great Waters Wealth Management
Minnesota
$102M +$6.1M +112,655 +7%
Creative Planning
10
Creative Planning
Kansas
$97.9M -$753K -13,906 -0.8%
IDA
11
Intelligence Driven Advisers
California
$97M -$3.28M -60,592 -3%
ZF
12
Zhang Financial
Michigan
$93.5M +$13.6M +250,913 +18%
Corient Private Wealth
13
Corient Private Wealth
Florida
$93.1M -$1.48M -27,261 -2%
GCM
14
G2 Capital Management
Ohio
$92.8M +$576K +10,637 +0.7%
SFA
15
Sequoia Financial Advisors
Ohio
$92.2M -$437K -8,075 -0.5%
JWA
16
JFS Wealth Advisors
Pennsylvania
$81.8M +$974K +17,997 +1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$81.4M -$1.07M -19,675 -1%
FFM
18
Forum Financial Management
Illinois
$77.2M -$1.56M -28,793 -2%
DPW
19
DiNuzzo Private Wealth
Pennsylvania
$74.5M +$67.8K +1,253 +0.1%
FFM
20
Flagstone Financial Management
Nebraska
$72.1M +$676K +12,494 +1%
AssetMark Inc
21
AssetMark Inc
California
$71.2M -$1.12M -20,734 -2%
MWM
22
Modera Wealth Management
New Jersey
$68.3M -$335K -6,186 -0.5%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$66.5M +$35.2M +650,547 +126%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$65.8M +$6.17M +114,005 +11%
FG
25
Foster Group
Iowa
$65.4M -$2.28M -42,187 -4%