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DFUS

Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$545M +$523M +8,736,382 +48,949%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$514M +$491M +8,204,119 +12,597%
IFA
3
Index Fund Advisors
California
$364M -$3.63M -60,549 -1%
PL
4
Plancorp LLC
Missouri
$309M -$4.78M -79,830 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$256M -$1.6M -26,707 -0.6%
Creative Planning
6
Creative Planning
Kansas
$228M -$2.56M -42,684 -1%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$216M -$7.29M -121,777 -3%
SWA
8
Sax Wealth Advisors
New Jersey
$200M +$6.57M +109,758 +4%
TWA
9
TCI Wealth Advisors
Arizona
$147M +$2.86M +47,763 +2%
LPL Financial
10
LPL Financial
California
$140M +$11.1M +186,029 +9%
GWWM
11
Great Waters Wealth Management
Minnesota
$139M +$15.4M +257,467 +13%
ZF
12
Zhang Financial
Michigan
$130M +$13.1M +217,976 +12%
RFP
13
Root Financial Partners
California
$113M +$29.7M +495,412 +37%
IDA
14
Intelligence Driven Advisers
California
$110M +$180 +3 +0%
GCM
15
G2 Capital Management
Ohio
$103M +$503K +8,408 +0.5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$102M +$65K +1,085 +0.1%
Corient Private Wealth
17
Corient Private Wealth
Florida
$102M -$928K -15,495 -0.9%
SFA
18
Sequoia Financial Advisors
Ohio
$96M -$2.99M -49,978 -3%
JWA
19
JFS Wealth Advisors
Pennsylvania
$87.4M -$1.05M -17,551 -1%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$83.1M +$4.93M +82,360 +7%
FFM
21
Flagstone Financial Management
Nebraska
$81.8M +$1.34M +22,447 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$80.5M +$10.4M +173,590 +15%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$79.1M -$850K -14,190 -1%
AssetMark Inc
24
AssetMark Inc
California
$78.9M +$1.12M +18,697 +1%
PCMC
25
Private Capital Management (Colorado)
Colorado
$76.5M -$6.38M -106,543 -8%