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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
401
Colonial Trust
South Carolina
$715K – – –
DWA
402
Delap Wealth Advisory
Oregon
$711K -$33.9K -843 -5%
DADC
403
D.A. Davidson & Co
Montana
$709K -$38.2K -950 -5%
LAMC
404
Longview Asset Management (California)
California
$697K +$241 +6 +0%
VCP
405
Vista Capital Partners
Oregon
$696K +$241 +6 +0%
SPIA
406
Steward Partners Investment Advisory
New York
$695K -$391K -9,732 -37%
GVAG
407
Great Valley Advisor Group
Delaware
$694K – – –
EFH
408
Eaton Financial Holdings
Florida
$692K +$657K +16,361 New
VAMG
409
Voisard Asset Management Group
Michigan
$684K +$201 +5 +0%
WA
410
Waverly Advisors
Alabama
$681K +$2.65K +66 +0.4%
B
411
Bailard
California
$668K – – –
PAS
412
Park Avenue Securities
New York
$665K -$4.74K -118 -0.7%
WFA
413
WestHill Financial Advisors
California
$665K – – –
FYW
414
Future You Wealth
New York
$643K – – –
USCWA
415
U.S. Capital Wealth Advisors
Texas
$643K +$9.44K +235 +2%
CIA
416
Capital Investment Advisors
Georgia
$627K – – –
SA
417
Sanctuary Advisors
Indiana
$624K +$17.3K +431 +3%
LWL
418
Leo Wealth LLC
Texas
$620K +$2.73K +68 +0.5%
BAM
419
Belpointe Asset Management
Nevada
$617K – – –
FCA
420
Fortis Capital Advisors
Kansas
$617K – – –
G
421
GenTrust
Florida
$610K – – –
OFG
422
Oxford Financial Group
Indiana
$606K – – –
WN
423
Williams & Novak
California
$604K -$1K -25 -0.2%
DOA
424
D'Orazio & Associates
Virginia
$598K -$59.8K -1,488 -10%
AWM
425
AE Wealth Management
Kansas
$598K +$28.2K +701 +5%
15 16
17
18 19