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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
376
Clark Asset Management
New Hampshire
$746K +$107K +2,531 +16%
EW
377
Evoke Wealth
California
$741K – – –
CWM
378
Cherrydale Wealth Management
New Jersey
$737K +$3.14K +74 +0.4%
CFG
379
Cornerstone Financial Group
Nebraska
$734K +$761K +17,931 New
PFA
380
Pure Financial Advisors
California
$731K +$1.1K +26 +0.1%
RTL
381
Red Tortoise LLC
Georgia
$731K – – –
DADC
382
D.A. Davidson & Co
Montana
$725K – – –
DWA
383
Delap Wealth Advisory
Oregon
$723K – – –
FWP
384
Falcon Wealth Planning
California
$722K +$42 +1 +0%
PMFA
385
Plante Moran Financial Advisors
Michigan
$716K – – –
KFI
386
Key Financial Inc
Pennsylvania
$710K – – –
BWA
387
Babb Wealth Advisors
Arizona
$704K +$730K +17,197 New
SVWAG
388
Sound View Wealth Advisors Group
Georgia
$703K – – –
DWM
389
Dakota Wealth Management
Florida
$696K – – –
RK
390
Rather & Kittrell
Tennessee
$693K – – –
LAMC
391
Longview Asset Management (California)
California
$689K +$715K +16,838 New
NFP
392
Narus Financial Partners
Utah
$689K +$1.27K +30 +0.2%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$674K +$19.4K +457 +3%
VCP
394
Vista Capital Partners
Oregon
$674K +$50.3K +1,184 +8%
GVAG
395
Great Valley Advisor Group
Delaware
$671K – – –
VAMG
396
Voisard Asset Management Group
Michigan
$666K +$142K +3,343 +26%
WA
397
Waverly Advisors
Alabama
$655K +$2.59K +61 +0.4%
PAS
398
Park Avenue Securities
New York
$650K +$6.07K +143 +0.9%
B
399
Bailard
California
$647K – – –
WFA
400
WestHill Financial Advisors
California
$644K – – –
14 15
16
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