We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
526
Harbour Investments
Wisconsin
$212K – – –
LSA
527
Lion Street Advisors
Texas
$212K -$1.9K -47 -0.9%
DJFS
528
Dean Jacobson Financial Services
Texas
$211K +$204K +5,057 New
SWP
529
Strategic Wealth Partners
Ohio
$210K -$9.98K -247 -5%
FDCP
530
Foster Dykema Cabot & Partners
Massachusetts
$209K – – –
GFWA
531
Grey Fox Wealth Advisors
Delaware
$206K +$200K +4,937 New
NW
532
NewEdge Wealth
Pennsylvania
$205K +$199K +4,928 New
MPAM
533
Murphy Pohlad Asset Management
Minnesota
$205K +$199K +4,920 New
PCMC
534
Private Capital Management (Colorado)
Colorado
$203K – – –
BA
535
Bellwether Advisors
Nebraska
$203K +$197K +4,865 New
AF
536
Advisornet Financial
Minnesota
$202K – – –
CA
537
Continuum Advisory
Idaho
$192K – – –
CFGS
538
Concourse Financial Group Securities
Alabama
$192K +$4.28K +106 +2%
HGERS
539
Householder Group Estate & Retirement Specialist
Arizona
$162K +$157K +3,894 New
GWM
540
Grand Wealth Management
Michigan
$156K – – –
DFA
541
DHJJ Financial Advisors
Illinois
$155K – – –
HR
542
Howe & Rusling
New York
$153K +$149K +3,677 New
IA
543
IFP Advisors
Florida
$147K -$15.7K -389 -10%
OA
544
Operose Advisors
Wisconsin
$137K – – –
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$126K – – –
PCFFS
546
Pacific Center for Financial Services
California
$118K – – –
JHCP
547
Jackson Hole Capital Partners
Oklahoma
$114K +$485 +12 +0.4%
CSC
548
Caldwell Sutter Capital
California
$113K – – –
PP
549
PrairieView Partners
Minnesota
$112K – – –
SN
550
Sittner & Nelson
Oregon
$107K – – –