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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$468M +$17.2M +301,723 +4%
IFA
2
Index Fund Advisors
California
$348M -$4.22M -74,308 -1%
PL
3
Plancorp LLC
Missouri
$297M -$4.39M -77,269 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$244M -$3.32M -58,319 -1%
Creative Planning
5
Creative Planning
Kansas
$218M +$113M +1,992,827 +116%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$213M -$9.46M -166,336 -4%
SWA
7
Sax Wealth Advisors
New Jersey
$183M +$20.3M +356,613 +13%
TWA
8
TCI Wealth Advisors
Arizona
$136M +$2.23M +39,253 +2%
LPL Financial
9
LPL Financial
California
$121M +$60.4M +1,063,231 +106%
GWWM
10
Great Waters Wealth Management
Minnesota
$117M +$10.8M +189,775 +11%
ZF
11
Zhang Financial
Michigan
$110M +$13.4M +235,289 +14%
IDA
12
Intelligence Driven Advisers
California
$104M +$3.62M +63,602 +4%
GCM
13
G2 Capital Management
Ohio
$97.2M +$1.29M +22,721 +1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$97M +$821K +14,449 +0.9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$96.3M +$11.8M +207,165 +14%
SFA
16
Sequoia Financial Advisors
Ohio
$93.7M -$1.47M -25,815 -2%
JWA
17
JFS Wealth Advisors
Pennsylvania
$83.7M -$724K -12,732 -0.9%
PCMC
18
Private Capital Management (Colorado)
Colorado
$78.6M +$39.7M +698,827 +110%
RFP
19
Root Financial Partners
California
$78M +$16M +280,798 +27%
FFM
20
Flagstone Financial Management
Nebraska
$76.1M +$1.55M +27,244 +2%
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$75.7M -$1.19M -20,897 -2%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$73.8M +$4.96M +87,163 +7%
FFM
23
Forum Financial Management
Illinois
$73.6M -$5.91M -103,951 -8%
AssetMark Inc
24
AssetMark Inc
California
$73.5M -$341 -6 -0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$69.5M +$1.43M +25,213 +2%