We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
476
Five Oceans Advisors
California
$217K -$3.85K -112 -2%
OFP
477
OLIO Financial Planning
Virginia
$213K +$196K +5,698 New
NAM
478
NTV Asset Management
West Virginia
$212K +$196K +5,708 New
AC
479
AlphaCore Capital
California
$211K +$792 +23 +0.4%
RA
480
Rise Advisors
New York
$211K +$757 +22 +0.4%
MSWM
481
Mowery & Schoenfeld Wealth Management
Illinois
$211K +$195K +5,658 New
SFG
482
SevenBridge Financial Group
Pennsylvania
$209K +$194K +5,625 New
LSA
483
Lion Street Advisors
Texas
$208K +$193K +5,601 New
HI
484
Harbour Investments
Wisconsin
$206K -$124K -3,616 -40%
RP
485
Rowlandmiller & Partners
Georgia
$206K – – –
MAM
486
Marquette Asset Management
Minnesota
$204K – – –
UB
487
UMB Bank
Missouri
$204K – – –
KCM
488
Kathmere Capital Management
Pennsylvania
$203K +$188K +5,455 New
JHCP
489
Jackson Hole Capital Partners
Oklahoma
$201K – – –
KS
490
Karpas Strategies
Connecticut
$200K +$185K +5,375 New
Jones Financial Companies
491
Jones Financial Companies
Missouri
$185K +$53K +1,539 +45%
PCMC
492
Private Capital Management (Colorado)
Colorado
$181K +$1.1K +32 +0.7%
DFA
493
DHJJ Financial Advisors
Illinois
$175K – – –
CFGS
494
Concourse Financial Group Securities
Alabama
$167K – – –
GFP
495
Gryphon Financial Partners
Ohio
$152K +$141K +4,083 New
ASN
496
Advisory Services Network
Georgia
$152K +$140K +4,081 New
IA
497
IFP Advisors
Florida
$146K -$620 -18 -0.5%
WT
498
Whittier Trust
California
$141K +$207 +6 +0.2%
OA
499
Operose Advisors
Wisconsin
$123K – – –
PB
500
Pinnacle Bancorp
Nebraska
$113K – – –