We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
451
Rockwood Wealth Management
Pennsylvania
$314K +$49.2K +1,244 +18%
MSWM
452
Mowery & Schoenfeld Wealth Management
Illinois
$314K +$154K +3,902 +95%
CAI
453
Capital Advisors Inc
Oklahoma
$311K +$313K +7,919 New
LW
454
Lauer Wealth
Indiana
$311K -$483K -12,215 -61%
NOI
455
Newton One Investments
Delaware
$309K -$12K -303 -4%
IWS
456
Integrity Wealth Solutions
Colorado
$309K +$311K +7,866 New
WAOI
457
Wealth Advisors of Iowa
Iowa
$306K +$78K +1,971 +33%
MKW
458
Mullaney, Keating & Wright
Connecticut
$303K +$305K +7,715 New
TNBTD
459
Trustmark National Bank Trust Department
Mississippi
$302K – – –
PPW
460
Pasadena Private Wealth
California
$301K – – –
ODA
461
One Degree Advisors
California
$298K -$11.5K -291 -4%
TWCA
462
Two West Capital Advisors
Kansas
$296K +$298K +7,530 New
IFWM
463
Institute for Wealth Management
Colorado
$294K – – –
HCP
464
Holt Capital Partners
Texas
$294K – – –
KSWA
465
Kathleen S. Wright Associates
Pennsylvania
$289K +$291K +7,348 New
EW
466
Evoke Wealth
California
$288K -$426K -10,777 -59%
KC
467
Kingfisher Capital
North Carolina
$285K +$288K +7,269 New
MW
468
MBL Wealth
North Carolina
$284K – – –
GD
469
Grandfield & Dodd
New York
$283K -$56.4K -1,425 -17%
Bessemer Group
470
Bessemer Group
New Jersey
$283K – – –
MGW
471
MB Generational Wealth
Washington
$282K – – –
JIC
472
Joel Isaacson & Co
New York
$282K – – –
SEIA
473
Signature Estate & Investment Advisors
California
$281K +$283K +7,155 New
MOS
474
MGO One Seven
Ohio
$276K -$57.8K -1,462 -17%
RWM
475
Revisor Wealth Management
Ohio
$276K -$681K -17,207 -71%