We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
501
Newton One Investments
Delaware
$343K +$1.34K +32 +0.4%
PWS
502
Physician Wealth Solutions
Nevada
$342K – – –
WCM
503
Warburton Capital Management
Oklahoma
$340K +$1.39K +33 +0.4%
WT
504
Whittier Trust
California
$339K – – –
MHWM
505
Montz Harcus Wealth Management
Louisiana
$328K +$334K +7,947 New
OC
506
Optima Capital
Oregon
$326K – – –
TNBTD
507
Trustmark National Bank Trust Department
Mississippi
$317K – – –
IWS
508
Integrity Wealth Solutions
Colorado
$316K +$1.3K +31 +0.4%
PPW
509
Pasadena Private Wealth
California
$315K – – –
ACP
510
Aviance Capital Partners
Florida
$315K +$321K +7,638 New
IFWM
511
Institute for Wealth Management
Colorado
$309K – – –
HCP
512
Holt Capital Partners
Texas
$308K – – –
LF
513
Lantz Financial
Illinois
$305K – – –
KSWA
514
Kathleen S. Wright Associates
Pennsylvania
$303K – – –
EFP
515
Elser Financial Planning
Indiana
$302K -$41.1M -978,212 -99%
UB
516
UMB Bank
Missouri
$301K – – –
MW
517
MBL Wealth
North Carolina
$298K – – –
SEIA
518
Signature Estate & Investment Advisors
California
$297K +$1.22K +29 +0.4%
GD
519
Grandfield & Dodd
New York
$297K – – –
MGW
520
MB Generational Wealth
Washington
$296K – – –
JIC
521
Joel Isaacson & Co
New York
$296K – – –
MHFA
522
Mission Hills Financial Advisory
California
$295K – – –
CT
523
Caldwell Trust
Florida
$292K – – –
GSF
524
Grove Street Fiduciary
New Hampshire
$290K – – –
CFGA
525
Cambridge Financial Group (Arizona)
Arizona
$288K +$252 +6 +0.1%
19 20
21
22 23