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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
376
Strategic Financial Services
New York
$333K – – –
IF
377
Ironwood Financial
Arizona
$332K – – –
AFAS
378
Acorn Financial Advisory Services
Virginia
$331K -$292K -8,520 -46%
CFS
379
CRA Financial Services
New Jersey
$329K +$53.1K +1,550 +19%
AMC
380
Asset Management Corp
Illinois
$328K +$20.9K +610 +7%
T
381
TNF
Montana
$328K – – –
RCM
382
RB Capital Management
Nevada
$324K – – –
EA
383
Efficient Advisors
Ohio
$324K +$19.6K +573 +6%
GI
384
Gradient Investments
Minnesota
$316K – – –
CA
385
Cetera Advisors
Colorado
$310K -$70.5K -2,058 -18%
HI
386
Harbour Investments
Wisconsin
$306K +$103 +3 +0%
IC
387
IEQ Capital
California
$301K – – –
GA
388
Goldstein Advisors
Wisconsin
$295K – – –
SAM
389
Summit Asset Management
Tennessee
$290K +$1.33K +39 +0.5%
RA
390
RFG Advisory
Alabama
$288K +$10.2K +297 +4%
VCM
391
Vivaldi Capital Management
Illinois
$286K +$513 +15 +0.2%
CSIC
392
Clifford Swan Investment Counsel
California
$286K – – –
TA
393
Tiedemann Advisors
New York
$286K – – –
NOI
394
Newton One Investments
Delaware
$283K -$38.7K -1,130 -12%
WCM
395
Wealthcare Capital Management
Virginia
$282K -$7.12K -208 -2%
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$274K +$4.55K +133 +2%
TRCT
397
Tower Research Capital (TRC)
New York
$266K +$272K +7,955 New
FMWA
398
Forvis Mazars Wealth Advisors
Missouri
$259K -$12.3K -360 -4%
TNBTD
399
Trustmark National Bank Trust Department
Mississippi
$258K – – –
PPW
400
Pasadena Private Wealth
California
$256K +$1.2K +35 +0.5%
14 15
16
17 18