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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
$3.3B -$453M -6,168,846 -12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$687M +$4.62M +62,934 +0.7%
MPW
3
MASECO Private Wealth
$553M -$5.66M -77,103 -1%
RFP
4
Root Financial Partners
California
$395M +$55.8M +759,253 +17%
IFA
5
Index Fund Advisors
California
$367M -$2.95M -40,206 -0.8%
VT
6
Vise Technologies
New York
$352M +$250M +3,398,120 +253%
PL
7
Plancorp LLC
Missouri
$334M -$4.97M -67,657 -1%
SWA
8
Sax Wealth Advisors
New Jersey
$287M +$22.6M +307,634 +9%
LPL Financial
9
LPL Financial
California
$267M +$3.55M +48,277 +1%
Creative Planning
10
Creative Planning
Kansas
$254M -$2.3M -31,307 -0.9%
TWA
11
TCI Wealth Advisors
Arizona
$235M +$15.9M +216,267 +7%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$210M +$26.7M +363,221 +15%
Mariner
13
Mariner
Kansas
$201M +$25.6M +349,019 +15%
GWWM
14
Great Waters Wealth Management
Minnesota
$199M +$13.9M +188,544 +8%
ZF
15
Zhang Financial
Michigan
$179M +$1.06M +14,494 +0.6%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$173M +$27.4M +373,607 +19%
GCM
17
G2 Capital Management
Ohio
$171M +$3.48M +47,353 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$127M +$73M +994,043 +140%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$119M -$1.65M -22,427 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$115M +$5.1M +69,368 +5%
SAM
21
Smartleaf Asset Management
Massachusetts
$115M +$109M +1,487,443 +2,963%
FFM
22
Flagstone Financial Management
Nebraska
$110M -$637K -8,675 -0.6%
CPA
23
Capital Performance Advisors
California
$110M +$95.4M +1,298,394 +703%
IDA
24
Intelligence Driven Advisers
California
$108M -$7.02M -95,598 -6%
JWA
25
JFS Wealth Advisors
Pennsylvania
$103M -$881K -11,988 -0.9%