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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
326
Park Avenue Securities
New York
$530K -$2.12K -62 -0.4%
CPFP
327
Clear Perspectives Financial Planning
Ohio
$527K -$1.06K -31 -0.2%
VWA
328
V Wealth Advisors
Kansas
$518K – – –
MPW
329
Monterey Private Wealth
California
$515K +$1.81K +53 +0.3%
VCP
330
Vista Capital Partners
Oregon
$511K – – –
CCMG
331
Clark Capital Management Group
Pennsylvania
$502K -$86.3K -2,520 -14%
LB
332
Leo Brokerage
Texas
$501K +$512K +14,961 New
CIA
333
Capital Investment Advisors
Georgia
$497K – – –
CA
334
Clearstead Advisors
Ohio
$496K +$50.5K +1,474 +11%
CWM
335
Castle Wealth Management
Florida
$494K – – –
G
336
GenTrust
Florida
$483K +$494K +14,422 New
CB
337
Cadence Bank
Mississippi
$482K -$17.7K -517 -3%
OFG
338
Oxford Financial Group
Indiana
$480K – – –
FWA
339
FSM Wealth Advisors
Ohio
$478K – – –
CTC
340
Central Trust Company
Missouri
$471K – – –
SMWM
341
Silvia McColl Wealth Management
California
$471K +$2.19K +64 +0.5%
BCA
342
Bay Colony Advisors
Massachusetts
$467K +$33.7K +985 +8%
CFO
343
Collective Family Office
Pennsylvania
$464K – – –
LNC
344
Lincoln National Corp
Pennsylvania
$456K -$18.1K -530 -4%
WA
345
Waverly Advisors
Alabama
$456K +$2.12K +62 +0.5%
CAM
346
Cozad Asset Management
Illinois
$456K -$1.47K -43 -0.3%
IA
347
IFG Advisors
Missouri
$444K -$11.6K -338 -2%
CFFP
348
Center for Financial Planning
Michigan
$442K – – –
AFA
349
American Financial Advisors
Georgia
$437K +$959 +28 +0.2%
VWA
350
VERITY Wealth Advisors
United States
$428K – – –
12 13
14
15 16