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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
$2.72B +$1.03B +16,185,605 +61%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$507M -$2.68M -41,997 -0.5%
IFA
3
Index Fund Advisors
California
$312M -$41.1M -642,577 -11%
PL
4
Plancorp LLC
Missouri
$285M -$5M -78,237 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$232M -$13M -202,882 -5%
LPL Financial
6
LPL Financial
California
$218M +$75.9M +1,188,511 +49%
Creative Planning
7
Creative Planning
Kansas
$215M -$2.84M -44,396 -1%
SWA
8
Sax Wealth Advisors
New Jersey
$206M +$8.26M +129,235 +4%
RFP
9
Root Financial Partners
California
$175M +$36.9M +577,114 +25%
ZF
10
Zhang Financial
Michigan
$152M +$8.78M +137,438 +6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$150M +$49.2M +770,398 +45%
TWA
12
TCI Wealth Advisors
Arizona
$150M +$8.92M +139,609 +6%
GWWM
13
Great Waters Wealth Management
Minnesota
$143M -$9.24M -144,638 -6%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$119M +$15.8M +246,668 +14%
Corient Private Wealth
15
Corient Private Wealth
Florida
$117M +$22M +343,927 +22%
GCM
16
G2 Capital Management
Ohio
$109M +$7.88M +123,304 +7%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$97.2M -$1.74M -27,289 -2%
Mariner
18
Mariner
Kansas
$95.9M +$26.6M +416,218 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$94.8M +$15.3M +238,887 +18%
SFA
20
Sequoia Financial Advisors
Ohio
$88.1M -$1.11M -17,305 -1%
JWA
21
JFS Wealth Advisors
Pennsylvania
$83.9M -$852K -13,334 -1%
FFM
22
Flagstone Financial Management
Nebraska
$83.9M +$3.95M +61,847 +5%
IDA
23
Intelligence Driven Advisers
California
$80.8M +$891K +13,945 +1%
AssetMark Inc
24
AssetMark Inc
California
$74.8M +$1.01M +15,836 +1%
FFM
25
Forum Financial Management
Illinois
$74.5M -$1.86M -29,040 -2%