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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
Cherrydale Wealth Management
New Jersey
$744K +$1.93K +46 +0.3%
RB
377
Renasant Bank
Mississippi
$742K -$128K -3,048 -14%
CFG
378
Cornerstone Financial Group
Nebraska
$742K +$3.02K +72 +0.4%
PFA
379
Pure Financial Advisors
California
$737K +$1.01K +24 +0.1%
RTL
380
Red Tortoise LLC
Georgia
$736K – – –
DADC
381
D.A. Davidson & Co
Montana
$730K – – –
DWA
382
Delap Wealth Advisory
Oregon
$728K – – –
FWP
383
Falcon Wealth Planning
California
$728K – – –
KFI
384
Key Financial Inc
Pennsylvania
$715K – – –
SVWAG
385
Sound View Wealth Advisors Group
Georgia
$708K – – –
BWA
386
Babb Wealth Advisors
Arizona
$707K -$1.76K -42 -0.2%
DWM
387
Dakota Wealth Management
Florida
$701K – – –
BWM
388
Benchmark Wealth Management
Connecticut
$698K +$711K +16,947 New
RK
389
Rather & Kittrell
Tennessee
$697K – – –
CT
390
Colonial Trust
South Carolina
$697K +$303K +7,217 +74%
BCM
391
Basso Capital Management
Connecticut
$692K -$915K -21,800 -56%
NFP
392
Narus Financial Partners
Utah
$682K -$12.6K -299 -2%
LAMC
393
Longview Asset Management (California)
California
$679K -$15K -357 -2%
VCP
394
Vista Capital Partners
Oregon
$678K – – –
P
395
&Partners
Tennessee
$678K +$48.7K +1,160 +8%
GVAG
396
Great Valley Advisor Group
Delaware
$676K – – –
VAMG
397
Voisard Asset Management Group
Michigan
$667K -$4.41K -105 -0.6%
WA
398
Waverly Advisors
Alabama
$661K +$2.35K +56 +0.4%
PAS
399
Park Avenue Securities
New York
$653K -$1.05K -25 -0.2%
B
400
Bailard
California
$652K – – –
14 15
16
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