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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
451
Well Done LLC
Michigan
$286K – – –
IF
452
Intrua Financial
Texas
$285K – – –
LFG
453
Lockerman Financial Group
California
$279K – – –
WWM
454
Whalen Wealth Management
Nevada
$278K – – –
LFP
455
Leeward Financial Partners
Washington
$278K – – –
RWM
456
Rockwood Wealth Management
Pennsylvania
$276K +$258K +6,755 New
LIM
457
Leavell Investment Management
Alabama
$276K – – –
MCA
458
Maryland Capital Advisors
Maryland
$275K – – –
FMWA
459
Forvis Mazars Wealth Advisors
Missouri
$274K -$3.78K -99 -1%
HPA
460
High Probability Advisors
New York
$272K +$254K +6,646 New
CP
461
Coho Partners
Pennsylvania
$272K -$68.8K -1,800 -21%
BW
462
Bison Wealth
Georgia
$271K – – –
ACI
463
Alpha Cubed Investments
California
$266K +$248K +6,504 New
M
464
MOTCO
Texas
$266K – – –
WTA
465
Washington Trust Advisors
Massachusetts
$265K – – –
OC
466
Oakworth Capital
Alabama
$262K -$222K -5,803 -48%
WW
467
Waterfront Wealth
Kansas
$261K – – –
BOC
468
Bull Oak Capital
California
$259K -$8.29K -217 -3%
BMCM
469
Bryn Mawr Capital Management
Pennsylvania
$258K – – –
RWM
470
RKL Wealth Management
Pennsylvania
$257K – – –
OWM
471
Orgel Wealth Management
Wisconsin
$257K – – –
CAG
472
Csenge Advisory Group
Florida
$256K -$191K -5,000 -44%
SPWG
473
Syntegra Private Wealth Group
Missouri
$256K -$4.7K -123 -2%
ASN
474
Advisory Services Network
Georgia
$251K +$78.6K +2,057 +50%
OPCM
475
Osborne Partners Capital Management
California
$249K +$232K +6,086 New
17 18
19
20 21