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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
401
Northwest Wealth Advisors
Washington
$1.01M +$1.21K +23 +0.1%
CFG
402
Cornerstone Financial Group
Nebraska
$1.01M +$3.25K +62 +0.3%
DADC
403
D.A. Davidson & Co
Montana
$1.01M +$17.9K +341 +2%
B
404
BetterWealth
California
$1M – – –
AIS
405
Accredited Investor Services
Minnesota
$1M -$368 -7 -0%
NP
406
NorthRock Partners
Minnesota
$995K – – –
AWA
407
Arbor Wealth Advisors
Michigan
$989K – – –
GVAG
408
Great Valley Advisor Group
Delaware
$989K +$77.6K +1,477 +9%
RCAG
409
Rehmann Capital Advisory Group
Michigan
$988K -$368 -7 -0%
DWM
410
Drive Wealth Management
Utah
$984K +$158 +3 +0%
RB
411
Renasant Bank
Mississippi
$977K – – –
DWT
412
Dorsey & Whitney Trust
South Dakota
$973K -$78.8K -1,500 -8%
VCP
413
Vista Capital Partners
Oregon
$969K +$59.4K +1,132 +7%
CG
414
Caprock Group
Idaho
$962K -$2.68K -51 -0.3%
FWP
415
Falcon Wealth Planning
California
$959K – – –
BFG
416
Berger Financial Group
Minnesota
$953K +$158 +3 +0%
HNB
417
Huntington National Bank
Ohio
$950K -$23.3K -443 -3%
CFIA
418
Cantor Fitzgerald Investment Advisors
New York
$948K – – –
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$945K – – –
SIM
420
Stratos Investment Management
Ohio
$945K -$25.9K -493 -3%
OWA
421
Oak Wealth Advisors
Illinois
$944K – – –
CPA
422
Cathy Pareto & Associates
Florida
$938K +$3.04K +58 +0.3%
RK
423
Rather & Kittrell
Tennessee
$931K – – –
PP
424
PDS Planning
Ohio
$927K +$885K +16,846 New
DWA
425
Delap Wealth Advisory
Oregon
$925K – – –
15 16
17
18 19