We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
401
Great Valley Advisor Group
Delaware
$733K – – –
VAMG
402
Voisard Asset Management Group
Michigan
$723K – – –
WA
403
Waverly Advisors
Alabama
$723K +$2.74K +63 +0.4%
CIA
404
Capital Investment Advisors
Georgia
$718K +$53.4K +1,227 +8%
PAS
405
Park Avenue Securities
New York
$703K – – –
WFA
406
WestHill Financial Advisors
California
$703K – – –
BWA
407
Babb Wealth Advisors
Arizona
$703K -$62K -1,423 -8%
CB
408
Cadence Bank
Mississippi
$701K +$92.8K +2,130 +16%
LAMC
409
Longview Asset Management (California)
California
$695K -$41.2K -946 -6%
Ameriprise
410
Ameriprise
Minnesota
$687K +$208K +4,765 +45%
DWM
411
Dakota Wealth Management
Florida
$681K -$76.9K -1,765 -10%
B
412
Bailard
California
$680K -$25.4K -584 -4%
NWP
413
NerdWallet Wealth Partners
New York
$680K +$663K +15,216 New
USCWA
414
U.S. Capital Wealth Advisors
Texas
$680K – – –
PWM
415
Perigon Wealth Management
California
$670K +$60.3K +1,384 +10%
GC
416
Gilbert & Cook
Iowa
$666K +$649K +14,908 New
BAM
417
Belpointe Asset Management
Nevada
$652K – – –
FCA
418
Fortis Capital Advisors
Kansas
$652K – – –
KF
419
Krilogy Financial
Missouri
$652K +$154K +3,545 +32%
G
420
GenTrust
Florida
$645K – – –
OFG
421
Oxford Financial Group
Indiana
$640K – – –
AWM
422
AE Wealth Management
Kansas
$638K +$6.27K +144 +1%
VA
423
VestGen Advisors
Illinois
$632K +$132K +3,042 +27%
DOA
424
D'Orazio & Associates
Virginia
$632K – – –
SPA
425
Shore Point Advisors
New Jersey
$631K +$4.18K +96 +0.7%