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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
401
NorthRock Partners
Minnesota
$470K – – –
FWM
402
Fortress Wealth Management
California
$469K -$40.5K -1,003 -8%
FWTB
403
First Western Trust Bank
Colorado
$461K -$13.1K -325 -3%
KF
404
Krilogy Financial
Missouri
$459K +$445 +11 +0.1%
CT
405
Colonial Trust
South Carolina
$455K – – –
AG
406
Ascent Group
Virginia
$452K – – –
CIAS
407
Capital Investment Advisory Services
North Carolina
$451K -$34.3K -848 -7%
TCM
408
Towneley Capital Management
California
$451K +$1.86K +46 +0.4%
LCM
409
Liberty Capital Management
Michigan
$448K – – –
T
410
TNF
Montana
$447K – – –
LW
411
Lauer Wealth
Indiana
$447K +$116K +2,865 +37%
CHJWM
412
Carlton Hofferkamp & Jenks Wealth Management
Texas
$442K – – –
EA
413
Efficient Advisors
Ohio
$439K -$2.1K -52 -0.5%
GWM
414
GDS Wealth Management
Texas
$437K – – –
NCM
415
NCM Capital Management
New Jersey
$436K – – –
CSI
416
Cross Staff Investments
New York
$433K – – –
WF
417
WoodTrust Financial
Wisconsin
$420K – – –
OC
418
Oppenheimer & Co
New York
$418K – – –
SWA
419
Stratos Wealth Advisors
Ohio
$417K – – –
SFS
420
Strategic Financial Services
New York
$414K – – –
AFAS
421
Acorn Financial Advisory Services
Virginia
$413K – – –
AWM
422
AE Wealth Management
Kansas
$406K -$259K -6,410 -40%
KC
423
Kades & Cheifetz
Pennsylvania
$404K -$28.3K -700 -7%
SW
424
SteelPeak Wealth
California
$402K – – –
MGWA
425
Monument Group Wealth Advisors
Massachusetts
$402K – – –
15 16
17
18 19