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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$37.1M +$39.1M +1,175,613 New
SG
27
Stonnington Group
California
$36.4M +$38M +1,140,991 New
HIG
28
Heritage Investment Group
Florida
$35.4M +$37.3M +1,120,105 New
TFM
29
TFC Financial Management
Massachusetts
$34.4M +$36.3M +1,089,736 New
DY
30
Dowling & Yahnke
California
$32.7M +$34.5M +1,035,379 New
SC
31
Schoolcraft Capital
Colorado
$30.9M +$32.6M +979,344 New
AIS
32
American Investment Services
Massachusetts
$30.3M +$31.9M +959,495 New
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$28.4M +$29.9M +899,904 New
MAM
34
McLean Asset Management
Virginia
$27.5M +$29.1M +875,365 New
DFS
35
Dixon Fnancial Services
California
$26.6M +$28M +842,665 New
SWA
36
Sax Wealth Advisors
New Jersey
$26.2M +$27.6M +830,592 New
MFT
37
Moisand Fitzgerald Tamayo
Florida
$25.9M +$27.3M +819,063 New
WA
38
Wealth Architects
California
$25.6M +$27M +810,809 New
MWM
39
Merriman Wealth Management
Washington
$24.7M +$26.1M +782,858 New
KAM
40
KEB Asset Management
Illinois
$24.1M +$25.4M +762,823 New
CCM
41
Carlson Capital Management
Minnesota
$23.8M +$25.1M +753,627 New
CPA
42
Cardiff Park Advisors
California
$23.6M +$24.8M +746,444 New
AL
43
Aspiriant LLC
California
$23.6M +$24.8M +745,894 New
TFP
44
Triune Financial Partners
Kansas
$23.2M +$24.4M +734,332 New
MWA
45
Monograph Wealth Advisors
California
$23.1M +$24.4M +732,438 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$22.2M +$23.4M +702,115 New
TWP
47
TFO Wealth Partners
Ohio
$21.5M +$22.6M +679,572 New
1WM
48
1900 Wealth Management
Texas
$20.7M +$21.8M +655,291 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$20.4M +$21.5M +646,721 New
Osaic Holdings
50
Osaic Holdings
Arizona
$20.2M +$21.3M +639,485 New
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