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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
301
Liberty Wealth Management
California
$609K +$622K +18,178 New
FWP
302
Falcon Wealth Planning
California
$603K +$650 +19 +0.1%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$602K -$32.5K -948 -5%
SPC
304
Sigma Planning Corp
Michigan
$601K +$138K +4,018 +29%
APP
305
Avantax Planning Partners
Iowa
$598K – – –
PWLP
306
Prio Wealth Limited Partnership
Massachusetts
$596K – – –
WCA
307
Waypoint Capital Advisors
Minnesota
$593K +$607K +17,719 New
NFP
308
Narus Financial Partners
Utah
$593K – – –
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$585K +$46.3K +1,353 +8%
DWA
310
Delap Wealth Advisory
Oregon
$584K -$15.9K -464 -3%
SIC
311
Samalin Investment Counsel
New York
$582K +$64.3K +1,877 +12%
TB
312
Treynor Bancshares
Iowa
$582K +$2.74K +80 +0.5%
KFI
313
Key Financial Inc
Pennsylvania
$581K – – –
SVWAG
314
Sound View Wealth Advisors Group
Georgia
$575K – – –
USCWA
315
U.S. Capital Wealth Advisors
Texas
$570K -$25.4K -743 -4%
DWM
316
Dakota Wealth Management
Florida
$569K – – –
RK
317
Rather & Kittrell
Tennessee
$567K – – –
DOA
318
D'Orazio & Associates
Virginia
$566K – – –
AWM
319
AE Wealth Management
Kansas
$559K +$4.49K +131 +0.8%
WFA
320
WestHill Financial Advisors
California
$558K -$32.1K -939 -5%
MAC
321
Mason & Associates (California)
California
$558K – – –
FOA
322
Five Oceans Advisors
California
$546K +$28.3K +827 +5%
WAM
323
Weinberger Asset Management
California
$538K +$286K +8,345 +108%
RWM
324
Revisor Wealth Management
Ohio
$534K +$546K +15,956 New
PAS
325
Park Avenue Securities
New York
$530K -$2.12K -62 -0.4%
11 12
13
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