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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
426
Essential Planning
New Hampshire
$209K +$214K +6,256 New
DWM
427
Drive Wealth Management
Utah
$206K +$959 +28 +0.5%
PIA
428
Perennial Investment Advisors
California
$204K – – –
RJT
429
Raymond James Trust
Florida
$204K – – –
ASN
430
Advisory Services Network
Georgia
$201K -$51.4K -1,500 -20%
AC
431
AlphaCore Capital
California
$187K +$856 +25 +0.4%
RA
432
Rise Advisors
New York
$187K +$856 +25 +0.5%
RP
433
Rowlandmiller & Partners
Georgia
$185K – – –
UB
434
UMB Bank
Missouri
$183K – – –
JHCP
435
Jackson Hole Capital Partners
Oklahoma
$181K – – –
PTC
436
Private Trust Company
Ohio
$173K – – –
RDFA
437
Ritter Daniher Financial Advisory
Ohio
$167K – – –
BA
438
Bellwether Advisors
Nebraska
$163K – – –
PCMC
439
Private Capital Management (Colorado)
Colorado
$162K +$166K +4,844 New
GFWA
440
Grey Fox Wealth Advisors
Delaware
$161K +$753 +22 +0.5%
CFGS
441
Concourse Financial Group Securities
Alabama
$156K -$13.9K -407 -8%
FA
442
Fortis Advisors
Pennsylvania
$139K +$616 +18 +0.4%
GFP
443
Gryphon Financial Partners
Ohio
$137K – – –
CF
444
Centaurus Financial
California
$135K – – –
NA
445
NewEdge Advisors
Louisiana
$134K -$29.9K -873 -18%
WT
446
Whittier Trust
California
$125K +$582 +17 +0.5%
BTI
447
Blue Trust Inc
Georgia
$123K – – –
AP
448
Arlington Partners
Alabama
$121K +$124K +3,609 New
OA
449
Operose Advisors
Wisconsin
$110K – – –
PB
450
Pinnacle Bancorp
Nebraska
$102K – – –
16 17
18
19 20