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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
501
WoodTrust Financial
Wisconsin
$470K – – –
TCM
502
Towneley Capital Management
California
$468K +$1.59K +35 +0.3%
OFG
503
Oxford Financial Group
Indiana
$468K -$195K -4,290 -30%
OC
504
Oppenheimer & Co
New York
$467K – – –
CWMG
505
Compass Wealth Management (Georgia)
Georgia
$467K +$1.04K +23 +0.2%
SFG
506
Sovereign Financial Group
Connecticut
$465K +$30.8K +680 +7%
AI
507
Accredited Investors
Minnesota
$448K -$6.08K -134 -1%
NPAN
508
Northeast Planning Associates NH
New Hampshire
$445K – – –
MGWA
509
Monument Group Wealth Advisors
Massachusetts
$443K -$6.44K -142 -1%
GI
510
Gradient Investments
Minnesota
$439K – – –
ARA
511
Approach Retirement Advisors
Alabama
$438K +$427K +9,408 New
IF
512
Ironwood Financial
Arizona
$438K – – –
AFA
513
Avant Financial Advisors
Texas
$436K – – –
PTC
514
Private Trust Company
Ohio
$432K – – –
BSG
515
Black Swift Group
Colorado
$431K +$33.8K +746 +9%
AFAS
516
Acorn Financial Advisory Services
Virginia
$429K +$7.85K +173 +2%
MKW
517
Mullaney, Keating & Wright
Connecticut
$429K – – –
OCM
518
Orion Capital Management
California
$428K -$6.35K -140 -2%
AC
519
Avestar Capital
New York
$427K – – –
SAM
520
Summit Asset Management
Tennessee
$423K +$1.41K +31 +0.3%
RA
521
RFG Advisory
Alabama
$420K +$1.36K +30 +0.3%
4WM
522
49 Wealth Management
Texas
$420K – – –
LOPW
523
Live Oak Private Wealth
North Carolina
$418K – – –
TVPW
524
Third View Private Wealth
Connecticut
$413K +$402K +8,864 New
AW
525
Aspirean Wealth
California
$413K +$402K +8,863 New
19 20
21
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