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Dimensional US Large Cap Value ETF
DFLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Savant Capital
Illinois
$1.01B +$186M +4,863,426 +24%
RFP
2
Root Financial Partners
California
$186M +$60.1M +1,570,077 +50%
VT
3
Vise Technologies
New York
$182M +$77.1M +2,013,044 +78%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$175M +$29M +757,028 +21%
FG
5
Foster Group
Iowa
$158M -$2.13M -55,676 -1%
TI
6
Truepoint Inc
Ohio
$132M -$9.29M -242,663 -7%
Corient Private Wealth
7
Corient Private Wealth
Florida
$131M -$132M -3,447,620 -51%
MFWP
8
Mosaic Family Wealth Partners
Missouri
$124M +$5.55M +145,003 +5%
Cerity Partners
9
Cerity Partners
New York
$114M +$27.2M +710,254 +33%
EWA
10
EP Wealth Advisors
California
$108M -$2.33M -60,930 -2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$102M +$1.27M +33,055 +1%
SFS
12
Summit Financial Strategies
Ohio
$98.1M +$2.8M +73,061 +3%
CCM
13
Coldstream Capital Management
Washington
$92.4M -$86.3M -2,253,235 -49%
BPA
14
Beacon Pointe Advisors
California
$91.4M +$4.65M +121,301 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$88.9M +$3.32M +86,643 +4%
LPL Financial
16
LPL Financial
California
$75.5M +$3.83M +99,907 +6%
DPW
17
DiNuzzo Private Wealth
Pennsylvania
$69.5M -$1.77M -46,188 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$62M +$3.95M +103,226 +7%
AC
19
Apella Capital
Connecticut
$61.3M +$2.73M +71,379 +5%
QC
20
Quent Capital
New York
$60.7M +$2.27M +59,154 +4%
IFA
21
Index Fund Advisors
California
$57.2M +$2.98M +77,692 +6%
PFM
22
Phillips Financial Management
Indiana
$53.9M -$1.84M -48,056 -3%
MG
23
Mather Group
Illinois
$50.6M +$1.34M +34,873 +3%
Mariner
24
Mariner
Kansas
$42.6M -$2.23M -58,190 -5%
Two Sigma Investments
25
Two Sigma Investments
New York
$41.8M +$40.5M +1,056,800 New
1
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