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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
476
Towneley Capital Management
California
$448K +$1.92K +44 +0.4%
CWMG
477
Compass Wealth Management (Georgia)
Georgia
$447K -$5.05K -116 -1%
TRCT
478
Tower Research Capital (TRC)
New York
$445K +$434K +9,955 New
SFS
479
Strategic Financial Services
New York
$441K – – –
AI
480
Accredited Investors
Minnesota
$436K +$5.84K +134 +1%
MGWA
481
Monument Group Wealth Advisors
Massachusetts
$431K +$44 +1 +0%
SW
482
SteelPeak Wealth
California
$428K -$3K -69 -0.7%
NPAN
483
Northeast Planning Associates NH
New Hampshire
$427K – – –
GI
484
Gradient Investments
Minnesota
$421K – – –
PCA
485
Prosperity Capital Advisors
Ohio
$420K -$3.4K -78 -0.8%
AFA
486
Avant Financial Advisors
Texas
$418K – – –
OCM
487
Orion Capital Management
California
$417K +$64.6K +1,483 +19%
SFG
488
Sovereign Financial Group
Connecticut
$415K +$103K +2,370 +34%
CAM
489
Cozad Asset Management
Illinois
$415K -$3.57K -82 -0.9%
PTC
490
Private Trust Company
Ohio
$414K -$134K -3,082 -25%
MKW
491
Mullaney, Keating & Wright
Connecticut
$412K – – –
AC
492
Avestar Capital
New York
$409K – – –
IF
493
Ironwood Financial
Arizona
$405K – – –
SAM
494
Summit Asset Management
Tennessee
$404K +$1.74K +40 +0.4%
AFAS
495
Acorn Financial Advisory Services
Virginia
$404K -$9.58K -220 -2%
4WM
496
49 Wealth Management
Texas
$403K – – –
RA
497
RFG Advisory
Alabama
$401K -$13.6K -312 -3%
LOPW
498
Live Oak Private Wealth
North Carolina
$401K – – –
GA
499
Goldstein Advisors
Wisconsin
$394K – – –
RCM
500
RB Capital Management
Nevada
$393K -$3.62K -83 -0.9%
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