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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
526
Cambridge Financial Group (Arizona)
Arizona
$288K +$252 +6 +0.1%
WWM
527
Whalen Wealth Management
Nevada
$285K +$1.18K +28 +0.4%
ECM
528
Evergreen Capital Management
Washington
$281K – – –
LFP
529
Leeward Financial Partners
Washington
$280K – – –
ACM
530
Advisors Capital Management
New Jersey
$278K +$283K +6,748 New
OA
531
Operose Advisors
Wisconsin
$278K -$15K -357 -5%
MCA
532
Maryland Capital Advisors
Maryland
$277K – – –
WW
533
Waterfront Wealth
Kansas
$274K – – –
GWM
534
GSB Wealth Management
Connecticut
$274K -$6.09K -145 -2%
HPA
535
High Probability Advisors
New York
$274K – – –
ACM
536
Aurdan Capital Management
Pennsylvania
$274K – – –
M
537
MOTCO
Texas
$268K – – –
WTA
538
Washington Trust Advisors
Massachusetts
$267K – – –
LFG
539
Lockerman Financial Group
California
$265K – – –
CCC
540
Compass Capital Corp
Massachusetts
$265K -$269K -6,402 -47%
DI
541
Disciplined Investors
Texas
$265K -$4.62K -110 -2%
FFO
542
Fiduciary Family Office
Florida
$262K +$267K +6,366 New
BMCM
543
Bryn Mawr Capital Management
Pennsylvania
$260K – – –
DFG
544
Delta Financial Group
New Jersey
$260K – – –
VA
545
VestGen Advisors
Illinois
$260K +$265K +6,306 New
RWM
546
RKL Wealth Management
Pennsylvania
$259K – – –
OWM
547
Orgel Wealth Management
Wisconsin
$259K – – –
SWA
548
Sterling Wealth Advisors
Florida
$258K – – –
KCM
549
KM Capital Management
Texas
$257K -$67.3K -1,604 -20%
PD
550
Planning Directions
Pennsylvania
$255K +$260K +6,189 New
20 21
22
23 24