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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Summit Asset Management
Tennessee
$441K +$1.62K +33 +0.4%
IF
527
Ironwood Financial
Arizona
$440K – – –
4WM
528
49 Wealth Management
Texas
$437K – – –
LOPW
529
Live Oak Private Wealth
North Carolina
$434K – – –
TVPW
530
Third View Private Wealth
Connecticut
$430K – – –
GA
531
Goldstein Advisors
Wisconsin
$427K – – –
GKWIM
532
Gerber Kawasaki Wealth & Investment Management
California
$423K +$428K +8,732 New
WCM
533
Warburton Capital Management
Oklahoma
$421K +$1.47K +30 +0.4%
BCM
534
Brookstone Capital Management
Illinois
$420K +$21.7K +443 +5%
RCM
535
RB Capital Management
Nevada
$417K -$9.71K -198 -2%
AG
536
AlTi Global
New York
$413K – – –
CAM
537
Cozad Asset Management
Illinois
$413K – – –
DWA
538
Delos Wealth Advisors
Texas
$412K +$417K +8,510 New
NOI
539
Newton One Investments
Delaware
$409K +$1.47K +30 +0.4%
EWP
540
E-Wealth Partners
Minnesota
$409K +$1.27K +26 +0.3%
SF
541
Summit Financial
New Jersey
$409K +$414K +8,432 New
FMWA
542
Forvis Mazars Wealth Advisors
Missouri
$404K +$143K +2,913 +54%
WT
543
Whittier Trust
California
$403K – – –
PWS
544
Physician Wealth Solutions
Nevada
$403K – – –
VVP
545
Venture Visionary Partners
Ohio
$401K +$540 +11 +0.1%
SEIA
546
Signature Estate & Investment Advisors
California
$400K +$932 +19 +0.2%
MHWM
547
Montz Harcus Wealth Management
Louisiana
$391K +$1.42K +29 +0.4%
RWM
548
Rockwood Wealth Management
Pennsylvania
$388K – – –
FOA
549
Five Oceans Advisors
California
$388K -$8.24K -168 -2%
OC
550
Optima Capital
Oregon
$383K – – –
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