We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$794K +$2.94K +84 +0.4%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$790K -$72.2K -2,060 -8%
APP
278
Avantax Planning Partners
Iowa
$781K +$181K +5,179 +29%
CG
279
Colony Group
Massachusetts
$780K +$2.87K +82 +0.4%
LWM
280
LJI Wealth Management
Indiana
$771K -$21.1M -602,560 -96%
SWM
281
Seaside Wealth Management
California
$766K +$1.19K +34 +0.2%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$764K +$436K +12,439 +124%
AFGAS
283
Allegiance Financial Group Advisory Services
Virginia
$758K +$105 +3 +0%
RJA
284
Raymond James & Associates
Florida
$758K -$99K -2,827 -11%
Empower Advisory Group
285
Empower Advisory Group
Colorado
$745K -$11.1K -317 -1%
CCWA
286
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$723K -$12.3K -351 -2%
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$720K -$34.2K -975 -4%
GCIM
288
Gunn & Company Investment Management
Florida
$720K +$742K +21,178 New
SIC
289
Samalin Investment Counsel
New York
$718K +$95.5K +2,727 +15%
MWC
290
MBM Wealth Consultants
Missouri
$715K
SW
291
SVB Wealth
Massachusetts
$714K +$525 +15 +0.1%
Bessemer Group
292
Bessemer Group
New Jersey
$708K
IWM
293
IHT Wealth Management
Illinois
$701K +$3.15K +90 +0.4%
KeyBank National Association
294
KeyBank National Association
Ohio
$698K
BCA
295
Bay Colony Advisors
Massachusetts
$687K +$185K +5,273 +35%
RCAG
296
Rehmann Capital Advisory Group
Michigan
$656K -$108K -3,092 -14%
DWT
297
Dorsey & Whitney Trust
South Dakota
$652K
ANB
298
Amarillo National Bank
Texas
$649K
RWM
299
Revisor Wealth Management
Ohio
$618K +$77.8K +2,221 +14%
B
300
Bailard
California
$614K -$35K -1,000 -5%