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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
501
Bridges Investment Management
Nebraska
$372K – – –
AC
502
AlphaCore Capital
California
$370K +$118K +2,947 +51%
GKWIM
503
Gerber Kawasaki Wealth & Investment Management
California
$366K +$1.61K +40 +0.5%
MCM
504
M1 Capital Management
Michigan
$366K – – –
CSIC
505
Clifford Swan Investment Counsel
California
$361K – – –
AG
506
AlTi Global
New York
$361K – – –
LFAS
507
Level Four Advisory Services
Texas
$360K +$1.04K +26 +0.3%
WCM
508
Warburton Capital Management
Oklahoma
$359K +$1.57K +39 +0.5%
GWM
509
GDS Wealth Management
Texas
$359K -$80.5K -2,004 -19%
LFP
510
Leeward Financial Partners
Washington
$356K +$65.3K +1,625 +24%
NOI
511
Newton One Investments
Delaware
$353K +$1.53K +38 +0.5%
PWS
512
Physician Wealth Solutions
Nevada
$351K – – –
WT
513
Whittier Trust
California
$348K – – –
BCM
514
Brookstone Capital Management
Illinois
$343K -$92K -2,292 -22%
RWM
515
Rockwood Wealth Management
Pennsylvania
$342K -$86.3K -2,148 -21%
MHWM
516
Montz Harcus Wealth Management
Louisiana
$338K +$1.53K +38 +0.5%
FOA
517
Five Oceans Advisors
California
$335K +$97.9K +2,437 +44%
OC
518
Optima Capital
Oregon
$335K – – –
OCM
519
Orion Capital Management
California
$332K +$216K +5,381 +218%
RI
520
Ridgewood Investments
New Jersey
$330K +$271K +6,746 +631%
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
$326K – – –
IWS
522
Integrity Wealth Solutions
Colorado
$325K +$1.17K +29 +0.4%
PPW
523
Pasadena Private Wealth
California
$324K – – –
ACP
524
Aviance Capital Partners
Florida
$323K – – –
RC
525
Roundview Capital
New Jersey
$322K +$306K +7,626 New
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