We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
501
Citadel Advisors
Florida
$372K +$241 +6 +0.1%
BIM
502
Bridges Investment Management
Nebraska
$372K – – –
AC
503
AlphaCore Capital
California
$370K +$118K +2,947 +51%
GKWIM
504
Gerber Kawasaki Wealth & Investment Management
California
$366K +$1.61K +40 +0.5%
MCM
505
M1 Capital Management
Michigan
$366K – – –
CSIC
506
Clifford Swan Investment Counsel
California
$361K – – –
AG
507
AlTi Global
New York
$361K – – –
LFAS
508
Level Four Advisory Services
Texas
$360K +$1.04K +26 +0.3%
WCM
509
Warburton Capital Management
Oklahoma
$359K +$1.57K +39 +0.5%
GWM
510
GDS Wealth Management
Texas
$359K -$80.5K -2,004 -19%
LFP
511
Leeward Financial Partners
Washington
$356K +$65.3K +1,625 +24%
NOI
512
Newton One Investments
Delaware
$353K +$1.53K +38 +0.5%
PWS
513
Physician Wealth Solutions
Nevada
$351K – – –
WT
514
Whittier Trust
California
$348K – – –
BCM
515
Brookstone Capital Management
Illinois
$343K -$92K -2,292 -22%
RWM
516
Rockwood Wealth Management
Pennsylvania
$342K -$86.3K -2,148 -21%
MHWM
517
Montz Harcus Wealth Management
Louisiana
$338K +$1.53K +38 +0.5%
FOA
518
Five Oceans Advisors
California
$335K +$97.9K +2,437 +44%
OC
519
Optima Capital
Oregon
$335K – – –
OCM
520
Orion Capital Management
California
$332K +$216K +5,381 +218%
RI
521
Ridgewood Investments
New Jersey
$330K +$271K +6,746 +631%
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$326K – – –
IWS
523
Integrity Wealth Solutions
Colorado
$325K +$1.17K +29 +0.4%
PPW
524
Pasadena Private Wealth
California
$324K – – –
ACP
525
Aviance Capital Partners
Florida
$323K – – –