We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$569K – – –
RK
302
Rather & Kittrell
Tennessee
$567K – – –
DOA
303
D'Orazio & Associates
Virginia
$566K – – –
MAC
304
Mason & Associates (California)
California
$558K – – –
AWM
305
AE Wealth Management
Kansas
$555K -$50.7K -1,525 -8%
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$540K -$14K -421 -3%
PAS
307
Park Avenue Securities
New York
$532K +$528K +15,891 New
AC
308
AWM Capital
Arizona
$529K +$97.2K +2,925 +23%
CPFP
309
Clear Perspectives Financial Planning
Ohio
$528K – – –
BFA
310
Beacon Financial Advisory
Ohio
$527K +$523K +15,739 New
SIC
311
Samalin Investment Counsel
New York
$519K +$260K +7,825 +102%
FOA
312
Five Oceans Advisors
California
$518K +$3.39K +102 +0.7%
VWA
313
V Wealth Advisors
Kansas
$518K – – –
KFI
314
Key Financial Inc
Pennsylvania
$514K – – –
MPW
315
Monterey Private Wealth
California
$513K +$1.53K +46 +0.3%
VCP
316
Vista Capital Partners
Oregon
$511K – – –
CB
317
Cadence Bank
Mississippi
$500K – – –
CIA
318
Capital Investment Advisors
Georgia
$497K – – –
CWM
319
Castle Wealth Management
Florida
$494K – – –
AWM
320
Align Wealth Management
Oklahoma
$492K +$552K +16,602 New
OFG
321
Oxford Financial Group
Indiana
$480K – – –
FWA
322
FSM Wealth Advisors
Ohio
$478K +$59K +1,775 +14%
LNC
323
Lincoln National Corp
Pennsylvania
$474K +$731 +22 +0.2%
CTC
324
Central Trust Company
Missouri
$471K +$184K +5,529 +65%
SMWM
325
Silvia McColl Wealth Management
California
$468K +$465K +13,991 New
11 12
13
14 15