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Dimensional US Large Cap Value ETF
DFLV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCWM
326
Kane Co Wealth Management
Iowa
$337K -$7.89K -206 -2%
TWP
327
Triad Wealth Partners
Kansas
$329K -$109K -2,848 -26%
HH
328
Hilltop Holdings
Texas
$326K +$1.19K +31 +0.4%
CA
329
Calton & Associates
Florida
$323K +$56.7K +1,481 +22%
FCP
330
Fidelis Capital Partners
Florida
$307K +$1.07K +28 +0.4%
XPN
331
XY Planning Network
Montana
$291K +$281K +7,347 New
AFG
332
ABLE Financial Group
Arizona
$285K -$3.94K -103 -1%
JIC
333
Johnson Investment Counsel
Ohio
$285K +$276K +7,204 New
SCTC
334
Sanibel Captiva Trust Company
Florida
$270K -$210K -5,490 -45%
HP
335
Haven Private
Florida
$268K -$119K -3,105 -31%
EFG
336
Everhart Financial Group
Ohio
$263K -$277K -7,226 -52%
IA
337
Integrity Alliance
Iowa
$260K +$251K +6,566 New
MA
338
Mutual Advisors
Nebraska
$253K +$245K +6,405 New
E
339
EntreWealth
Texas
$252K +$234K +6,104 New
HNB
340
Huntington National Bank
Ohio
$252K – – –
OCA
341
OpenArc Corporate Advisory
Georgia
$250K +$242K +6,314 New
RIP
342
RAM Investment Partners
Washington
$249K +$9.54K +249 +4%
PWMG
343
Pioneer Wealth Management Group
Texas
$248K – – –
FWM
344
Fonville Wealth Management
Virginia
$243K – – –
WANY
345
Wealthspire Advisors (New York)
New York
$242K +$234K +6,117 New
LFS
346
Lutz Financial Services
Nebraska
$236K +$229K +5,972 New
SAM
347
Smartleaf Asset Management
Massachusetts
$235K – – –
CPA
348
Capital Performance Advisors
California
$234K – – –
XT
349
XTX Topco
Cayman Islands
$230K -$33.3K -869 -13%
VWA
350
VSM Wealth Advisory
Maryland
$230K +$223K +5,811 New
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