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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
301
Falcon Wealth Planning
California
$613K +$35 +1 +0%
RTL
302
Red Tortoise LLC
Georgia
$607K – – –
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$605K – – –
QCM
304
Quantinno Capital Management
New York
$599K +$245K +7,000 +66%
TB
305
Treynor Bancshares
Iowa
$598K +$3.15K +90 +0.5%
PMFA
306
Plante Moran Financial Advisors
Michigan
$595K – – –
DWA
307
Delap Wealth Advisory
Oregon
$594K – – –
KFI
308
Key Financial Inc
Pennsylvania
$590K – – –
TC
309
TownSquare Capital
Utah
$590K -$36.8K -1,051 -6%
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$584K – – –
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$583K -$3.75K -107 -0.6%
NFP
312
Narus Financial Partners
Utah
$581K – – –
DWM
313
Dakota Wealth Management
Florida
$579K – – –
RK
314
Rather & Kittrell
Tennessee
$576K – – –
DADC
315
D.A. Davidson & Co
Montana
$570K +$31.1K +887 +6%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$568K -$10.7K -305 -2%
AWM
317
AE Wealth Management
Kansas
$550K +$6.9K +197 +1%
DOA
318
D'Orazio & Associates
Virginia
$541K -$35K -1,000 -6%
PAS
319
Park Avenue Securities
New York
$535K -$525 -15 -0.1%
WFA
320
WestHill Financial Advisors
California
$535K -$32.7K -934 -6%
CAM
321
Clark Asset Management
New Hampshire
$534K – – –
MPW
322
Monterey Private Wealth
California
$527K +$2.1K +60 +0.4%
TSS
323
Two Sigma Securities
New York
$526K +$541K +15,452 New
EA
324
Efficient Advisors
Ohio
$525K +$5.25K +150 +1%
VCP
325
Vista Capital Partners
Oregon
$520K – – –
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13
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