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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
526
Signature Estate & Investment Advisors
California
$294K +$212 +5 +0.1%
JIC
527
Joel Isaacson & Co
New York
$294K – – –
MHFA
528
Mission Hills Financial Advisory
California
$293K – – –
OA
529
Operose Advisors
Wisconsin
$291K +$162K +3,809 +116%
CT
530
Caldwell Trust
Florida
$290K +$301K +7,089 New
GSF
531
Grove Street Fiduciary
New Hampshire
$288K +$299K +7,042 New
CFGA
532
Cambridge Financial Group (Arizona)
Arizona
$287K +$255 +6 +0.1%
WWM
533
Whalen Wealth Management
Nevada
$282K +$1.23K +29 +0.4%
IF
534
Intrua Financial
Texas
$279K -$6.37K -150 -2%
ECM
535
Evergreen Capital Management
Washington
$279K +$289K +6,809 New
LFP
536
Leeward Financial Partners
Washington
$278K – – –
GWM
537
GSB Wealth Management
Connecticut
$278K -$849 -20 -0.3%
MCA
538
Maryland Capital Advisors
Maryland
$275K – – –
WW
539
Waterfront Wealth
Kansas
$272K – – –
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$272K +$42 +1 +0%
HPA
541
High Probability Advisors
New York
$272K – – –
ACM
542
Aurdan Capital Management
Pennsylvania
$272K +$282K +6,644 New
DI
543
Disciplined Investors
Texas
$269K +$278K +6,542 New
M
544
MOTCO
Texas
$266K – – –
WTA
545
Washington Trust Advisors
Massachusetts
$265K – – –
LFG
546
Lockerman Financial Group
California
$263K – – –
OC
547
Oakworth Capital
Alabama
$262K – – –
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$258K – – –
RWM
549
RKL Wealth Management
Pennsylvania
$257K – – –
OWM
550
Orgel Wealth Management
Wisconsin
$257K – – –
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