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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
401
Evoke Wealth
California
$844K – – –
NP
402
NorthRock Partners
Minnesota
$843K +$192K +4,230 +31%
DWM
403
Drive Wealth Management
Utah
$843K -$28.1K -620 -3%
RTL
404
Red Tortoise LLC
Georgia
$832K – – –
RB
405
Renasant Bank
Mississippi
$827K – – –
CG
406
Caprock Group
Idaho
$817K +$6.62K +146 +0.8%
FWP
407
Falcon Wealth Planning
California
$812K – – –
DADC
408
D.A. Davidson & Co
Montana
$810K +$19.1K +420 +2%
SWGC
409
Summit Wealth Group (Colorado)
Colorado
$809K +$788K +17,369 New
KFI
410
Key Financial Inc
Pennsylvania
$808K – – –
BFG
411
Berger Financial Group
Minnesota
$807K +$136 +3 +0%
SVWAG
412
Sound View Wealth Advisors Group
Georgia
$800K – – –
NFP
413
Narus Financial Partners
Utah
$791K -$45 -1 -0%
CPA
414
Cathy Pareto & Associates
Florida
$789K -$9.25K -204 -1%
RK
415
Rather & Kittrell
Tennessee
$789K – – –
PPP
416
Prism Planning Partners
Illinois
$786K +$765K +16,868 New
DWA
417
Delap Wealth Advisory
Oregon
$784K – – –
CT
418
Colonial Trust
South Carolina
$781K -$7.08K -156 -0.9%
EFH
419
Eaton Financial Holdings
Florida
$768K +$2.63K +58 +0.4%
VCP
420
Vista Capital Partners
Oregon
$768K +$181 +4 +0%
GVAG
421
Great Valley Advisor Group
Delaware
$766K +$1.95K +43 +0.3%
SPIA
422
Steward Partners Investment Advisory
New York
$766K +$181 +4 +0%
CIM
423
Capital Investment Management
Missouri
$764K +$744K +16,396 New
PA
424
Powerhouse Assets
Massachusetts
$754K +$734K +16,193 New
VAMG
425
Voisard Asset Management Group
Michigan
$754K – – –
15 16
17
18 19