We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
451
Operose Advisors
Wisconsin
$773K -$88.1K -1,678 -11%
OCWP
452
Owl Creek Wealth Partners
Colorado
$773K +$82.9K +1,579 +13%
MCM
453
Manchester Capital Management
Vermont
$767K +$732K +13,939 New
CFO
454
Collective Family Office
Pennsylvania
$763K
Lido Advisors
455
Lido Advisors
California
$762K +$204K +3,893 +39%
RF
456
Rossby Financial
Florida
$760K +$735 +14 +0.1%
WWG
457
West Wealth Group
California
$757K +$1.84K +35 +0.3%
P
458
&Partners
Tennessee
$754K -$532K -10,134 -43%
AG
459
Ascent Group
Virginia
$744K +$140K +2,673 +25%
CAMG
460
CWA Asset Management Group
Florida
$743K
Franklin Resources
461
Franklin Resources
California
$742K +$2.36K +45 +0.3%
MCC
462
Money Concepts Capital
Florida
$738K
OC
463
Oppenheimer & Co
New York
$736K -$1.57K -30 -0.2%
OC
464
Oakworth Capital
Alabama
$736K +$35.9K +684 +5%
CFA
465
Cahill Financial Advisors
Minnesota
$734K
SA
466
Sanctuary Advisors
Indiana
$730K +$178K +3,387 +34%
GC
467
Gilbert & Cook
Iowa
$727K
CFFP
468
Center for Financial Planning
Michigan
$727K
WF
469
WoodTrust Financial
Wisconsin
$727K
MA
470
McGrath & Associates
North Carolina
$725K +$37.2K +708 +6%
TRCT
471
Tower Research Capital (TRC)
New York
$723K +$691K +13,151 New
RF
472
Robinswood Financial
Washington
$722K +$315 +6 +0%
JWM
473
Johnson Wealth Management
North Dakota
$718K -$6.3K -120 -0.9%
FWA
474
FSM Wealth Advisors
Ohio
$711K +$315 +6 +0%
MGW
475
MB Generational Wealth
Washington
$702K