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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
226
Intelligent Financial Strategies
Minnesota
$4.06M -$1.13M -23,004 -22%
BI
227
BluePrint Investing
California
$3.97M -$165K -3,371 -4%
TWM
228
Tumwater Wealth Management
Idaho
$3.94M -$136K -2,772 -3%
5NPW
229
55 North Private Wealth
Florida
$3.81M -$1.18K -24 -0%
AWP
230
Axis Wealth Partners
Rhode Island
$3.77M +$99.8K +2,035 +3%
VAM
231
Virtue Asset Management
Illinois
$3.73M – – –
EFG
232
Embree Financial Group
Illinois
$3.67M -$1,000K -20,376 -21%
TC
233
TAGStone Capital
North Carolina
$3.65M +$1.16M +23,682 +46%
KCA
234
Kilner Capital Advisors
Maryland
$3.65M -$167K -3,395 -4%
WT
235
Washington Trust
Rhode Island
$3.64M – – –
ACM
236
Aspen Capital Management
Idaho
$3.57M +$4.51K +92 +0.1%
VWA
237
Vistica Wealth Advisors
California
$3.5M -$462K -9,419 -12%
CCM
238
Cloud Capital Management
Washington
$3.48M +$1.2M +24,511 +52%
RFC
239
Regions Financial Corp
Alabama
$3.47M -$24.1K -492 -0.7%
WAN
240
Wealth Advisors Northwest
Oregon
$3.43M -$19.3K -394 -0.6%
PFS
241
Prospera Financial Services
Texas
$3.42M +$57.3K +1,169 +2%
GWL
242
Generations Wealth LLC
Ohio
$3.34M +$128K +2,606 +4%
ZF
243
Zhang Financial
Michigan
$3.3M -$98.4K -2,006 -3%
BP
244
BWM Planning
Texas
$3.28M – – –
NWM
245
Navigate Wealth Management
Alabama
$3.22M +$3.11M +63,383 New
CA
246
Clearstead Advisors
Ohio
$3.21M -$409K -8,329 -11%
DI
247
Disciplined Investments
Oklahoma
$3.18M -$5.89K -120 -0.2%
LNWTC
248
Laird Norton Wetherby Trust Company
Washington
$3.17M – – –
CAM
249
Cresset Asset Management
Illinois
$3.15M +$54.5K +1,111 +2%
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$3.15M +$29.4K +599 +0.9%
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