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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
326
TNF
Montana
$296K – – –
SPC
327
Sigma Planning Corp
Michigan
$296K +$326K +10,013 New
IF
328
Ironwood Financial
Arizona
$294K – – –
SFS
329
Strategic Financial Services
New York
$294K – – –
HI
330
Harbour Investments
Wisconsin
$289K – – –
RCM
331
RB Capital Management
Nevada
$287K – – –
NOI
332
Newton One Investments
Delaware
$284K – – –
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$282K -$780K -23,996 -72%
GI
334
Gradient Investments
Minnesota
$279K -$17.9K -552 -6%
AMC
335
Asset Management Corp
Illinois
$272K – – –
FMWA
336
Forvis Mazars Wealth Advisors
Missouri
$269K +$296K +9,107 New
IC
337
IEQ Capital
California
$266K – – –
CWA
338
Clarus Wealth Advisors
Arizona
$262K -$4.39K -135 -2%
KF
339
Krilogy Financial
Missouri
$262K +$228 +7 +0.1%
VCM
340
Vivaldi Capital Management
Illinois
$261K -$31.4K -966 -10%
RCAG
341
Rehmann Capital Advisory Group
Michigan
$257K +$283K +8,694 New
SAM
342
Summit Asset Management
Tennessee
$254K +$1.5K +46 +0.5%
CTC
343
Central Trust Company
Missouri
$253K – – –
CSIC
344
Clifford Swan Investment Counsel
California
$253K – – –
TA
345
Tiedemann Advisors
New York
$253K – – –
CAM
346
Cozad Asset Management
Illinois
$236K – – –
SIC
347
Samalin Investment Counsel
New York
$228K +$250K +7,690 New
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$228K +$250K +7,701 New
CIAS
349
CFS Investment Advisory Services
New Jersey
$227K +$7.4M +227,494 New
PPW
350
Pasadena Private Wealth
California
$225K +$1.27K +39 +0.5%
12 13
14
15 16