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Dimensional US Marketwide Value ETF
DFUV

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