We are live on ! Find out more
DFLV icon

Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
126
Summit Wealth Group
Vermont
$3.25M +$51.9K +1,624 +2%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$3.24M -$77.8K -2,433 -2%
Raymond James Financial
128
Raymond James Financial
Florida
$3.21M +$202K +6,326 +7%
CL
129
CLG LLC
California
$3.16M +$232K +7,255 +8%
SF
130
Strategent Financial
Virginia
$3.1M +$107K +3,357 +4%
VPF
131
Vantage Point Financial
Illinois
$3.03M -$260K -8,138 -8%
EFP
132
Envision Financial Planning
Tennessee
$2.97M +$131K +4,107 +5%
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$2.95M -$21.5K -672 -0.7%
PHWM
134
Pine Harbor Wealth Management
Maryland
$2.86M +$101K +3,173 +4%
DFC
135
DBK Financial Counsel
Ohio
$2.78M +$501K +15,648 +23%
SEIA
136
Signature Estate & Investment Advisors
California
$2.76M +$866K +27,065 +48%
IAG
137
Investmark Advisory Group
Connecticut
$2.74M -$117K -3,642 -4%
CFGF
138
Compass Financial Group (Florida)
Florida
$2.72M +$122K +3,826 +5%
MFC
139
Morris Financial Concepts
South Carolina
$2.64M +$436K +13,645 +20%
SIS
140
Strategic Investment Solutions
Illinois
$2.45M -$171K -5,353 -7%
CA
141
Clune & Associates
Illinois
$2.45M +$349K +10,906 +17%
VAG
142
Vannoy Advisory Group
Texas
$2.44M -$30.6K -957 -1%
VPWA
143
Vestia Personal Wealth Advisors
Indiana
$2.44M +$740K +23,127 +45%
EB
144
Eastern Bank
Massachusetts
$2.22M -$236K -7,388 -10%
PWIA
145
Porter White Investment Advisors
Alabama
$2.18M +$4K +125 +0.2%
FNBT
146
FineMark National Bank & Trust
Florida
$2.16M +$222K +6,944 +12%
MAA
147
Mraz Amerine & Associates
California
$2.09M -$5.28K -165 -0.3%
EFS
148
Essex Financial Services
Connecticut
$2.04M -$545K -17,033 -22%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$2.01M +$1.79M +56,048 +1,098%
DW30
150
Drucker Wealth 3.0
New Jersey
$1.95M +$154K +4,805 +9%