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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
326
Revisor Wealth Management
Ohio
$534K +$546K +15,956 New
PAS
327
Park Avenue Securities
New York
$530K -$2.12K -62 -0.4%
CPFP
328
Clear Perspectives Financial Planning
Ohio
$527K -$1.06K -31 -0.2%
VWA
329
V Wealth Advisors
Kansas
$518K – – –
MPW
330
Monterey Private Wealth
California
$515K +$1.81K +53 +0.3%
VCP
331
Vista Capital Partners
Oregon
$511K – – –
CCMG
332
Clark Capital Management Group
Pennsylvania
$502K -$86.3K -2,520 -14%
LB
333
Leo Brokerage
Texas
$501K +$512K +14,961 New
CIA
334
Capital Investment Advisors
Georgia
$497K – – –
CA
335
Clearstead Advisors
Ohio
$496K +$50.5K +1,474 +11%
CWM
336
Castle Wealth Management
Florida
$494K – – –
G
337
GenTrust
Florida
$483K +$494K +14,422 New
CB
338
Cadence Bank
Mississippi
$482K -$17.7K -517 -3%
OFG
339
Oxford Financial Group
Indiana
$480K – – –
FWA
340
FSM Wealth Advisors
Ohio
$478K – – –
CTC
341
Central Trust Company
Missouri
$471K – – –
SMWM
342
Silvia McColl Wealth Management
California
$471K +$2.19K +64 +0.5%
BCA
343
Bay Colony Advisors
Massachusetts
$467K +$33.7K +985 +8%
CFO
344
Collective Family Office
Pennsylvania
$464K – – –
LNC
345
Lincoln National Corp
Pennsylvania
$456K -$18.1K -530 -4%
WA
346
Waverly Advisors
Alabama
$456K +$2.12K +62 +0.5%
CAM
347
Cozad Asset Management
Illinois
$456K -$1.47K -43 -0.3%
IA
348
IFG Advisors
Missouri
$444K -$11.6K -338 -2%
CFFP
349
Center for Financial Planning
Michigan
$442K – – –
AFA
350
American Financial Advisors
Georgia
$437K +$959 +28 +0.2%
12 13
14
15 16