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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
526
Aviance Capital Partners
Florida
$341K – – –
RC
527
Roundview Capital
New Jersey
$341K – – –
OA
528
Operose Advisors
Wisconsin
$338K +$35.5K +815 +12%
IFWM
529
Institute for Wealth Management
Colorado
$335K – – –
HCP
530
Holt Capital Partners
Texas
$334K – – –
LCM
531
LVM Capital Management
Michigan
$330K +$322K +7,391 New
KSWA
532
Kathleen S. Wright Associates
Pennsylvania
$328K – – –
SSWM
533
Smith Salley Wealth Management
North Carolina
$328K – – –
ASN
534
Advisory Services Network
Georgia
$328K +$523 +12 +0.2%
EFP
535
Elser Financial Planning
Indiana
$327K – – –
CCC
536
Compass Capital Corp
Massachusetts
$323K – – –
MW
537
MBL Wealth
North Carolina
$323K – – –
MGW
538
MB Generational Wealth
Washington
$321K +$313K +7,193 New
JIC
539
Joel Isaacson & Co
New York
$321K – – –
CT
540
Caldwell Trust
Florida
$317K – – –
BF
541
BOK Financial
Oklahoma
$317K -$2.22K -51 -0.7%
UB
542
UMB Bank
Missouri
$316K -$9.8K -225 -3%
CFGA
543
Cambridge Financial Group (Arizona)
Arizona
$315K +$305 +7 +0.1%
WWM
544
Whalen Wealth Management
Nevada
$312K +$1.35K +31 +0.4%
PS
545
Principal Securities
Iowa
$312K +$11.8K +270 +4%
ECM
546
Evergreen Capital Management
Washington
$304K – – –
ACM
547
Advisors Capital Management
New Jersey
$302K – – –
MCA
548
Maryland Capital Advisors
Maryland
$300K – – –
AP
549
Americana Partners
Texas
$300K +$292K +6,705 New
WW
550
Waterfront Wealth
Kansas
$297K – – –
20 21
22
23 24