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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
476
SVB Wealth
Massachusetts
$547K +$408 +9 +0.1%
WTA
477
Washington Trust Advisors
Massachusetts
$543K -$88.8K -1,957 -14%
TFA
478
TPG Financial Advisors
Oregon
$540K -$44.2K -975 -8%
HCM
479
Hollencrest Capital Management
California
$528K – – –
BMCM
480
Bryn Mawr Capital Management
Pennsylvania
$528K – – –
NGA
481
Naples Global Advisors
Florida
$527K – – –
WSFS
482
Wilmington Savings Fund Society
Delaware
$522K – – –
MW
483
MBL Wealth
North Carolina
$519K +$177K +3,902 +54%
MAS
484
MPWM Advisory Solutions
Georgia
$513K -$1.31K -29 -0.3%
OBWP
485
O'Brien Wealth Partners
Massachusetts
$511K +$497K +10,960 New
BPWM
486
Badgley Phelps Wealth Managers
Washington
$506K – – –
AG
487
Ascent Group
Virginia
$505K – – –
LFA
488
Legacy Financial Advisors
Kentucky
$503K +$230K +5,080 +89%
LCM
489
Liberty Capital Management
Michigan
$500K – – –
SFS
490
Strategic Financial Services
New York
$499K – – –
CHJWM
491
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K – – –
SCM
492
Steele Capital Management
Iowa
$492K – – –
SA
493
Sanctuary Advisors
Indiana
$490K – – –
VCM
494
Vivaldi Capital Management
Illinois
$488K +$544 +12 +0.1%
CFO
495
CVA Family Office
Colorado
$488K +$1.63K +36 +0.3%
NCM
496
NCM Capital Management
New Jersey
$488K – – –
EWA
497
Elevate Wealth Advisory
Georgia
$485K -$16.9K -372 -3%
VA
498
VestGen Advisors
Illinois
$484K -$170K -3,757 -27%
CSI
499
Cross Staff Investments
New York
$484K – – –
ATPW
500
Ashton Thomas Private Wealth
Arizona
$480K – – –
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20
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