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Dimensional US Large Cap Value ETF
DFLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1
Pathstone Family Office
New Jersey
$86M +$86M +3,504,893 New
Jane Street
2
Jane Street
New York
$10.8M +$10.8M +439,492 New
FWS
3
FinDec Wealth Services
California
$10.6M +$10.6M +430,789 New
RA
4
RFG Advisory
Alabama
$9.63M +$9.04M +368,368 New
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.67M +$5.67M +230,990 New
MG
6
Mather Group
Illinois
$5.62M +$5.62M +229,018 New
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$3.39M +$3.39M +138,381 New
EWA
8
EP Wealth Advisors
California
$2.69M +$2.69M +109,499 New
CPIG
9
Chicago Partners Investment Group
Illinois
$2.38M +$2.23M +91,066 New
W
10
WPWealth
Texas
$2.27M +$2.27M +92,667 New
RRC
11
Relaxing Retirement Coach
Massachusetts
$2.14M +$2.14M +87,217 New
GAM
12
Gemmer Asset Management
California
$2.04M +$2.04M +83,157 New
RGF
13
Retirement Guys Formula
Ohio
$1.98M +$1.98M +80,880 New
CHP
14
Cable Hill Partners
Oregon
$1.75M +$1.75M +71,471 New
EP
15
Equius Partners
California
$1.65M +$1.65M +67,090 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.45M +$1.45M +59,163 New
CFO
17
Collective Family Office
Pennsylvania
$1.02M +$1.02M +41,704 New
VCM
18
Vivaldi Capital Management
Illinois
$811K +$792K +32,305 New
MCA
19
Maryland Capital Advisors
Maryland
$727K +$727K +29,646 New
GJIA
20
Glass Jacobson Investment Advisors
Maryland
$684K +$684K +27,865 New
BPA
21
Beacon Pointe Advisors
California
$650K +$650K +26,483 New
MWA
22
Mills Wealth Advisors
Texas
$589K +$589K +23,998 New
EAM
23
Evanson Asset Management
California
$561K +$561K +22,868 New
FTUS
24
Flow Traders U.S.
New York
$549K +$549K +22,383 New
LFG
25
Larson Financial Group
Missouri
$388K +$388K +15,802 New
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