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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
526
Avant Financial Advisors
Texas
$515K – – –
CBU
527
CIBC Bancorp USA
Illinois
$512K +$77.8K +1,481 +19%
PTC
528
Private Trust Company
Ohio
$510K – – –
MKW
529
Mullaney, Keating & Wright
Connecticut
$507K – – –
OCM
530
Orion Capital Management
California
$505K – – –
AC
531
Avestar Capital
New York
$504K – – –
DWP
532
Destiny Wealth Partners
Florida
$503K +$475K +9,043 New
SAM
533
Summit Asset Management
Tennessee
$503K +$1.63K +31 +0.3%
PCA
534
Prosperity Capital Advisors
Ohio
$499K -$6.83K -130 -1%
IF
535
Ironwood Financial
Arizona
$499K – – –
SFG
536
Sovereign Financial Group
Connecticut
$497K -$44.8K -854 -9%
LOPW
537
Live Oak Private Wealth
North Carolina
$493K – – –
TVPW
538
Third View Private Wealth
Connecticut
$488K – – –
AWM
539
Angeles Wealth Management
California
$486K -$44.4K -846 -9%
GA
540
Goldstein Advisors
Wisconsin
$485K – – –
QCM
541
QRG Capital Management
Illinois
$483K +$234K +4,463 +103%
CW
542
CreativeOne Wealth
Kansas
$483K +$177K +3,375 +63%
GKWIM
543
Gerber Kawasaki Wealth & Investment Management
California
$482K +$1.57K +30 +0.3%
BCM
544
Brookstone Capital Management
Illinois
$477K +$263 +5 +0.1%
ACM
545
Advisors Capital Management
New Jersey
$474K +$108K +2,052 +31%
RCM
546
RB Capital Management
Nevada
$473K +$53 +1 +0%
AG
547
AlTi Global
New York
$469K – – –
CAM
548
Cozad Asset Management
Illinois
$468K – – –
DWA
549
Delos Wealth Advisors
Texas
$468K – – –
AW
550
Aspirean Wealth
California
$467K -$35.2K -670 -7%
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