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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
376
Renasant Bank
Mississippi
$742K -$128K -3,048 -14%
CFG
377
Cornerstone Financial Group
Nebraska
$742K +$3.02K +72 +0.4%
PFA
378
Pure Financial Advisors
California
$737K +$1.01K +24 +0.1%
RTL
379
Red Tortoise LLC
Georgia
$736K – – –
DADC
380
D.A. Davidson & Co
Montana
$730K – – –
DWA
381
Delap Wealth Advisory
Oregon
$728K – – –
FWP
382
Falcon Wealth Planning
California
$728K – – –
KFI
383
Key Financial Inc
Pennsylvania
$715K – – –
SVWAG
384
Sound View Wealth Advisors Group
Georgia
$708K – – –
BWA
385
Babb Wealth Advisors
Arizona
$707K -$1.76K -42 -0.2%
DWM
386
Dakota Wealth Management
Florida
$701K – – –
BWM
387
Benchmark Wealth Management
Connecticut
$698K +$711K +16,947 New
RK
388
Rather & Kittrell
Tennessee
$697K – – –
CT
389
Colonial Trust
South Carolina
$697K +$303K +7,217 +74%
BCM
390
Basso Capital Management
Connecticut
$692K -$915K -21,800 -56%
NFP
391
Narus Financial Partners
Utah
$682K -$12.6K -299 -2%
LAMC
392
Longview Asset Management (California)
California
$679K -$15K -357 -2%
VCP
393
Vista Capital Partners
Oregon
$678K – – –
P
394
&Partners
Tennessee
$678K +$48.7K +1,160 +8%
GVAG
395
Great Valley Advisor Group
Delaware
$676K – – –
VAMG
396
Voisard Asset Management Group
Michigan
$667K -$4.41K -105 -0.6%
WA
397
Waverly Advisors
Alabama
$661K +$2.35K +56 +0.4%
PAS
398
Park Avenue Securities
New York
$653K -$1.05K -25 -0.2%
B
399
Bailard
California
$652K – – –
WFA
400
WestHill Financial Advisors
California
$648K – – –
14 15
16
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