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Dimensional US Large Cap Value ETF
DFLV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
251
Fortitude Family Office
Arizona
$795K -$92K -2,402 -11%
CIA
252
Concurrent Investment Advisors
Florida
$789K +$764K +19,946 New
TWP
253
Tyche Wealth Partners
Texas
$764K – – –
W
254
WorthPointe
California
$757K +$118K +3,086 +19%
TIM
255
Tortoise Investment Management
New York
$744K – – –
IA
256
IFG Advisory
Georgia
$742K +$719K +18,775 New
CCM
257
Cloud Capital Management
Washington
$738K +$1.99K +52 +0.3%
CMBA
258
C.M. Bidwell & Associates
Hawaii
$732K +$115K +3,012 +19%
OC
259
Optima Capital
Oregon
$731K – – –
PWM
260
Parkshore Wealth Management
California
$721K -$28.7K -750 -4%
EFG
261
Everest Financial Group
Minnesota
$685K +$2.3K +60 +0.3%
TWM
262
TRB Wealth Management
Texas
$667K +$276K +7,219 +75%
NGA
263
Naples Global Advisors
Florida
$664K – – –
WMN
264
Wealth Management Nebraska
Nebraska
$660K +$19.2K +502 +3%
CPA
265
Cardiff Park Advisors
California
$657K -$399K -10,428 -39%
TC
266
TAGStone Capital
North Carolina
$652K +$383 +10 +0.1%
OFS
267
Opus Financial Solutions
Illinois
$651K +$35.8K +935 +6%
MWM
268
Momentous Wealth Management
Washington
$637K -$141K -3,689 -19%
VWA
269
Vistica Wealth Advisors
California
$636K -$266K -6,955 -30%
AFG
270
Atomi Financial Group
New York
$635K +$224K +5,862 +58%
SCA
271
Strathmore Capital Advisors
North Carolina
$633K +$24.5K +640 +4%
EB
272
Eastern Bank
Massachusetts
$623K -$130K -3,382 -18%
BCA
273
Bay Colony Advisors
Massachusetts
$614K +$4.79K +125 +0.8%
CAM
274
Clark Asset Management
New Hampshire
$604K +$153 +4 +0%
PAG
275
Private Advisor Group
New Jersey
$601K -$4.26M -111,210 -88%
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11
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