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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Steele Capital Management
Iowa
$581K – – –
TFA
502
TPG Financial Advisors
Oregon
$580K -$55K -1,048 -9%
CFO
503
CVA Family Office
Colorado
$576K – – –
MAS
504
MPWM Advisory Solutions
Georgia
$576K – – –
NCM
505
NCM Capital Management
New Jersey
$576K – – –
ATPW
506
Ashton Thomas Private Wealth
Arizona
$567K – – –
AP
507
Americana Partners
Texas
$562K – – –
MGWA
508
Monument Group Wealth Advisors
Massachusetts
$557K +$23.7K +451 +5%
TCM
509
Towneley Capital Management
California
$557K +$1.78K +34 +0.3%
CWMG
510
Compass Wealth Management (Georgia)
Georgia
$554K +$1.16K +22 +0.2%
OFG
511
Oxford Financial Group
Indiana
$552K – – –
SAW
512
Signal Advisors Wealth
Michigan
$549K +$524K +9,985 New
SFS
513
Strategic Financial Services
New York
$543K – – –
RA
514
RFG Advisory
Alabama
$536K -$17.8K -339 -3%
QCIG
515
Quad-Cities Investment Group
Iowa
$531K -$32.3K -616 -6%
AI
516
Accredited Investors
Minnesota
$529K – – –
EFG
517
Everest Financial Group
Minnesota
$529K +$6.72K +128 +1%
ARA
518
Approach Retirement Advisors
Alabama
$526K +$7.72K +147 +2%
NPAN
519
Northeast Planning Associates NH
New Hampshire
$525K – – –
GI
520
Gradient Investments
Minnesota
$519K – – –
AFA
521
Avant Financial Advisors
Texas
$515K – – –
CBU
522
CIBC Bancorp USA
Illinois
$512K +$77.8K +1,481 +19%
PTC
523
Private Trust Company
Ohio
$510K – – –
MKW
524
Mullaney, Keating & Wright
Connecticut
$507K – – –
OCM
525
Orion Capital Management
California
$505K – – –
19 20
21
22 23