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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
$2.88B +$158M +2,543,644 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$542M -$18.4M -297,051 -4%
MPW
3
MASECO Private Wealth
$529M +$489M +7,896,996 New
IFA
4
Index Fund Advisors
California
$339M -$6.71M -108,372 -2%
PL
5
Plancorp LLC
Missouri
$308M -$7.28M -117,591 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$266M +$8.51M +137,471 +4%
LPL Financial
7
LPL Financial
California
$243M +$1.03M +16,592 +0.5%
Creative Planning
8
Creative Planning
Kansas
$237M -$1.81M -29,174 -0.8%
SWA
9
Sax Wealth Advisors
New Jersey
$230M +$1.61M +26,044 +0.8%
RFP
10
Root Financial Partners
California
$207M +$12.5M +201,590 +7%
TWA
11
TCI Wealth Advisors
Arizona
$183M +$15.3M +247,713 +10%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$169M +$1.94M +31,273 +1%
ZF
13
Zhang Financial
Michigan
$161M -$6.81M -110,040 -4%
GWWM
14
Great Waters Wealth Management
Minnesota
$160M +$1.49M +24,112 +1%
GCM
15
G2 Capital Management
Ohio
$146M +$23.8M +383,722 +21%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$136M +$3.87M +62,562 +3%
Mariner
17
Mariner
Kansas
$133M +$24.9M +401,655 +25%
Corient Private Wealth
18
Corient Private Wealth
Florida
$116M -$12.6M -202,999 -11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$111M +$1.71M +27,605 +2%
IDA
20
Intelligence Driven Advisers
California
$103M +$12.2M +196,806 +15%
FFM
21
Flagstone Financial Management
Nebraska
$98.3M +$4.96M +80,069 +6%
SFA
22
Sequoia Financial Advisors
Ohio
$96.3M -$1.19M -19,197 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$95.9M -$8.46M -136,619 -9%
JWA
24
JFS Wealth Advisors
Pennsylvania
$94.6M +$1.48M +23,881 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$87.1M +$4.78M +77,113 +6%