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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
526
Avestar Capital
New York
$504K – – –
DWP
527
Destiny Wealth Partners
Florida
$503K +$475K +9,043 New
SAM
528
Summit Asset Management
Tennessee
$503K +$1.63K +31 +0.3%
PCA
529
Prosperity Capital Advisors
Ohio
$499K -$6.83K -130 -1%
IF
530
Ironwood Financial
Arizona
$499K – – –
SFG
531
Sovereign Financial Group
Connecticut
$497K -$44.8K -854 -9%
LOPW
532
Live Oak Private Wealth
North Carolina
$493K – – –
TVPW
533
Third View Private Wealth
Connecticut
$488K – – –
AWM
534
Angeles Wealth Management
California
$486K -$44.4K -846 -9%
GA
535
Goldstein Advisors
Wisconsin
$485K – – –
QCM
536
QRG Capital Management
Illinois
$483K +$234K +4,463 +103%
CW
537
CreativeOne Wealth
Kansas
$483K +$177K +3,375 +63%
GKWIM
538
Gerber Kawasaki Wealth & Investment Management
California
$482K +$1.57K +30 +0.3%
BCM
539
Brookstone Capital Management
Illinois
$477K +$263 +5 +0.1%
ACM
540
Advisors Capital Management
New Jersey
$474K +$108K +2,052 +31%
RCM
541
RB Capital Management
Nevada
$473K +$53 +1 +0%
AG
542
AlTi Global
New York
$469K – – –
CAM
543
Cozad Asset Management
Illinois
$468K – – –
DWA
544
Delos Wealth Advisors
Texas
$468K – – –
AW
545
Aspirean Wealth
California
$467K -$35.2K -670 -7%
NOI
546
Newton One Investments
Delaware
$466K +$1.42K +27 +0.3%
WCM
547
Warburton Capital Management
Oklahoma
$463K +$1.47K +28 +0.3%
FMWA
548
Forvis Mazars Wealth Advisors
Missouri
$459K – – –
SF
549
Summit Financial
New Jersey
$458K -$5.51K -105 -1%
PWS
550
Physician Wealth Solutions
Nevada
$457K – – –
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