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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
TB
301
Treynor Bancshares
Iowa
$579K – – –
DWM
302
Dakota Wealth Management
Florida
$569K – – –
RK
303
Rather & Kittrell
Tennessee
$567K – – –
DOA
304
D'Orazio & Associates
Virginia
$566K – – –
MAC
305
Mason & Associates (California)
California
$558K – – –
AWM
306
AE Wealth Management
Kansas
$555K -$50.7K -1,525 -8%
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$540K -$14K -421 -3%
PAS
308
Park Avenue Securities
New York
$532K +$528K +15,891 New
AC
309
AWM Capital
Arizona
$529K +$97.2K +2,925 +23%
CPFP
310
Clear Perspectives Financial Planning
Ohio
$528K – – –
BFA
311
Beacon Financial Advisory
Ohio
$527K +$523K +15,739 New
SIC
312
Samalin Investment Counsel
New York
$519K +$260K +7,825 +102%
FOA
313
Five Oceans Advisors
California
$518K +$3.39K +102 +0.7%
VWA
314
V Wealth Advisors
Kansas
$518K – – –
KFI
315
Key Financial Inc
Pennsylvania
$514K – – –
MPW
316
Monterey Private Wealth
California
$513K +$1.53K +46 +0.3%
VCP
317
Vista Capital Partners
Oregon
$511K – – –
CB
318
Cadence Bank
Mississippi
$500K – – –
CIA
319
Capital Investment Advisors
Georgia
$497K – – –
CWM
320
Castle Wealth Management
Florida
$494K – – –
AWM
321
Align Wealth Management
Oklahoma
$492K +$552K +16,602 New
OFG
322
Oxford Financial Group
Indiana
$480K – – –
FWA
323
FSM Wealth Advisors
Ohio
$478K +$59K +1,775 +14%
LNC
324
Lincoln National Corp
Pennsylvania
$474K +$731 +22 +0.2%
CTC
325
Central Trust Company
Missouri
$471K +$184K +5,529 +65%
11 12
13
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