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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
$3.67B +$385M +5,530,408 +12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$668M +$77.6M +1,113,200 +14%
MPW
3
MASECO Private Wealth
$546M -$25.1M -359,698 -5%
IFA
4
Index Fund Advisors
California
$362M -$4.16M -59,725 -1%
PL
5
Plancorp LLC
Missouri
$331M -$1.59M -22,879 -0.5%
RFP
6
Root Financial Partners
California
$330M +$102M +1,466,016 +47%
SWA
7
Sax Wealth Advisors
New Jersey
$258M +$9.87M +141,681 +4%
LPL Financial
8
LPL Financial
California
$257M -$5.09M -73,120 -2%
Creative Planning
9
Creative Planning
Kansas
$250M -$5.09M -73,077 -2%
TWA
10
TCI Wealth Advisors
Arizona
$214M +$15.5M +221,791 +8%
GWWM
11
Great Waters Wealth Management
Minnesota
$181M +$7.42M +106,456 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$178M -$3.84M -55,188 -2%
ZF
13
Zhang Financial
Michigan
$174M +$457K +6,566 +0.3%
Mariner
14
Mariner
Kansas
$171M +$26.1M +375,178 +19%
GCM
15
G2 Capital Management
Ohio
$164M +$5.73M +82,204 +4%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$143M -$4.55M -65,265 -3%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$116M -$2.52M -36,208 -2%
IDA
18
Intelligence Driven Advisers
California
$112M +$1.18M +16,954 +1%
FFM
19
Flagstone Financial Management
Nebraska
$108M +$1.96M +28,087 +2%
Raymond James Financial
20
Raymond James Financial
Florida
$108M +$3.7M +53,077 +4%
SFA
21
Sequoia Financial Advisors
Ohio
$102M -$1.8M -25,881 -2%
JWA
22
JFS Wealth Advisors
Pennsylvania
$102M -$517K -7,414 -0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$98.1M -$183M -2,621,712 -66%
VT
24
Vise Technologies
New York
$97.4M +$93.6M +1,343,917 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$96.4M +$2.18M +31,339 +2%