We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
326
D.A. Davidson & Co
Montana
$548K +$531K +15,881 New
PAS
327
Park Avenue Securities
New York
$544K -$2.51K -75 -0.5%
CAM
328
Clark Asset Management
New Hampshire
$542K +$525K +15,703 New
Baird Financial Group
329
Baird Financial Group
Wisconsin
$540K -$538K -16,088 -51%
VWA
330
V Wealth Advisors
Kansas
$534K – – –
MPW
331
Monterey Private Wealth
California
$533K +$2K +60 +0.4%
EA
332
Efficient Advisors
Ohio
$527K +$188K +5,624 +58%
VCP
333
Vista Capital Partners
Oregon
$527K – – –
LB
334
Leo Brokerage
Texas
$519K +$2.54K +76 +0.5%
CCMG
335
Clark Capital Management Group
Pennsylvania
$517K – – –
BCA
336
Bay Colony Advisors
Massachusetts
$515K +$27.2K +813 +6%
CIA
337
Capital Investment Advisors
Georgia
$512K – – –
CWM
338
Castle Wealth Management
Florida
$509K – – –
FWA
339
FSM Wealth Advisors
Ohio
$498K – – –
G
340
GenTrust
Florida
$498K – – –
CB
341
Cadence Bank
Mississippi
$497K – – –
OFG
342
Oxford Financial Group
Indiana
$494K – – –
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$492K +$120K +3,598 +34%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$490K +$201K +6,004 +73%
SMWM
345
Silvia McColl Wealth Management
California
$487K +$2.37K +71 +0.5%
CTC
346
Central Trust Company
Missouri
$486K – – –
FWTB
347
First Western Trust Bank
Colorado
$481K -$267K -8,001 -36%
CFO
348
Collective Family Office
Pennsylvania
$478K – – –
WA
349
Waverly Advisors
Alabama
$473K +$2.31K +69 +0.5%
CAM
350
Cozad Asset Management
Illinois
$470K – – –