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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
451
Cedar Brook Financial Partners
Ohio
$262K -$10.6K -308 -4%
GWM
452
GSB Wealth Management
Connecticut
$261K – – –
CFGA
453
Cambridge Financial Group (Arizona)
Arizona
$261K +$241K +7,001 New
WDL
454
Well Done LLC
Michigan
$260K – – –
IF
455
Intrua Financial
Texas
$260K – – –
HH
456
HWG Holdings
Texas
$256K – – –
LFG
457
Lockerman Financial Group
California
$254K – – –
WWM
458
Whalen Wealth Management
Nevada
$253K +$234K +6,806 New
LFP
459
Leeward Financial Partners
Washington
$253K +$234K +6,805 New
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$253K -$18.2K -530 -7%
LIM
461
Leavell Investment Management
Alabama
$252K – – –
MCA
462
Maryland Capital Advisors
Maryland
$250K – – –
WW
463
Waterfront Wealth
Kansas
$248K – – –
BW
464
Bison Wealth
Georgia
$247K -$2.24K -65 -1%
BOC
465
Bull Oak Capital
California
$243K -$48.3K -1,402 -18%
M
466
MOTCO
Texas
$242K – – –
WTA
467
Washington Trust Advisors
Massachusetts
$241K – – –
SPWG
468
Syntegra Private Wealth Group
Missouri
$238K – – –
BMCM
469
Bryn Mawr Capital Management
Pennsylvania
$235K -$789K -22,910 -78%
RWM
470
RKL Wealth Management
Pennsylvania
$234K – – –
OWM
471
Orgel Wealth Management
Wisconsin
$234K – – –
WAOI
472
Wealth Advisors of Iowa
Iowa
$223K – – –
PIA
473
Perennial Investment Advisors
California
$222K -$4.92K -143 -2%
AWM
474
Avior Wealth Management
Nebraska
$222K +$177K +5,140 +631%
EP
475
Essential Planning
New Hampshire
$222K +$792 +23 +0.4%
17 18
19
20 21