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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
376
KM Capital Management
Texas
$462K +$1.48K +43 +0.3%
BCM
377
Brookstone Capital Management
Illinois
$458K +$29.6K +860 +8%
FWM
378
Fortress Wealth Management
California
$457K +$482 +14 +0.1%
OC
379
Oakworth Capital
Alabama
$455K – – –
EWA
380
Elevate Wealth Advisory
Georgia
$437K +$404K +11,738 New
NP
381
NorthRock Partners
Minnesota
$428K +$396K +11,499 New
SPA
382
Shore Point Advisors
New Jersey
$427K +$28.1K +817 +8%
EA
383
Efficient Advisors
Ohio
$424K -$140K -4,058 -26%
HCM
384
Hollencrest Capital Management
California
$422K – – –
PTC
385
Private Trust Company
Ohio
$422K +$212K +6,161 +119%
CAG
386
Csenge Advisory Group
Florida
$419K +$388K +11,269 New
PCA
387
Prosperity Capital Advisors
Ohio
$418K +$129K +3,734 +50%
NGA
388
Naples Global Advisors
Florida
$418K +$1.51K +44 +0.4%
CFO
389
CVA Family Office
Colorado
$415K +$1.48K +43 +0.4%
CT
390
Colonial Trust
South Carolina
$410K – – –
HGERS
391
Householder Group Estate & Retirement Specialist
Arizona
$403K +$373K +10,838 New
LCM
392
Liberty Capital Management
Michigan
$400K – – –
TCM
393
Towneley Capital Management
California
$399K +$369K +10,717 New
LNC
394
Lincoln National Corp
Pennsylvania
$399K -$41.3K -1,199 -10%
GWM
395
GDS Wealth Management
Texas
$390K – – –
NCM
396
NCM Capital Management
New Jersey
$390K – – –
QCIG
397
Quad-Cities Investment Group
Iowa
$389K +$360K +10,455 New
CSI
398
Cross Staff Investments
New York
$387K – – –
KC
399
Kades & Cheifetz
Pennsylvania
$384K +$1.38K +40 +0.4%
WWM
400
Western Wealth Management
Colorado
$378K – – –
14 15
16
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