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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
526
Roundview Capital
New Jersey
$322K +$306K +7,626 New
IFWM
527
Institute for Wealth Management
Colorado
$317K – – –
HCP
528
Holt Capital Partners
Texas
$316K – – –
ASN
529
Advisory Services Network
Georgia
$312K -$78.3K -1,950 -21%
KSWA
530
Kathleen S. Wright Associates
Pennsylvania
$311K – – –
SSWM
531
Smith Salley Wealth Management
North Carolina
$311K +$295K +7,344 New
EFP
532
Elser Financial Planning
Indiana
$310K – – –
UB
533
UMB Bank
Missouri
$309K – – –
SEIA
534
Signature Estate & Investment Advisors
California
$306K +$964 +24 +0.3%
MW
535
MBL Wealth
North Carolina
$306K – – –
JIC
536
Joel Isaacson & Co
New York
$304K – – –
CCC
537
Compass Capital Corp
Massachusetts
$303K – – –
BF
538
BOK Financial
Oklahoma
$302K +$287K +7,138 New
CT
539
Caldwell Trust
Florida
$300K – – –
CFGA
540
Cambridge Financial Group (Arizona)
Arizona
$297K +$241 +6 +0.1%
WWM
541
Whalen Wealth Management
Nevada
$294K +$1.28K +32 +0.5%
SFG
542
Sovereign Financial Group
Connecticut
$293K +$278K +6,925 New
ECM
543
Evergreen Capital Management
Washington
$288K – – –
ACM
544
Advisors Capital Management
New Jersey
$285K – – –
OA
545
Operose Advisors
Wisconsin
$285K – – –
MCA
546
Maryland Capital Advisors
Maryland
$284K – – –
PS
547
Principal Securities
Iowa
$283K +$204K +5,074 +312%
WW
548
Waterfront Wealth
Kansas
$281K – – –
GWM
549
GSB Wealth Management
Connecticut
$281K – – –
HPA
550
High Probability Advisors
New York
$281K – – –
20 21
22
23 24