We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
551
Orgel Wealth Management
Wisconsin
$257K – – –
SPWG
552
Syntegra Private Wealth Group
Missouri
$257K +$170 +4 +0.1%
SWA
553
Sterling Wealth Advisors
Florida
$256K +$265K +6,250 New
DFG
554
Delta Financial Group
New Jersey
$254K +$1.1K +26 +0.4%
WCM
555
Wealthcare Capital Management
Virginia
$251K – – –
LIM
556
Leavell Investment Management
Alabama
$250K – – –
OP
557
ORG Partners
Indiana
$248K +$257K +6,060 New
ACI
558
Alpha Cubed Investments
California
$248K – – –
CWP
559
Cyndeo Wealth Partners
Florida
$247K -$1.06K -25 -0.4%
WAOI
560
Wealth Advisors of Iowa
Iowa
$245K – – –
SFG
561
SevenBridge Financial Group
Pennsylvania
$245K +$1.06K +25 +0.4%
PIA
562
Perennial Investment Advisors
California
$244K – – –
TCA
563
Transcend Capital Advisors
New Jersey
$244K -$253K -5,962 -50%
SFGP
564
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$244K +$253K +5,954 New
BOC
565
Bull Oak Capital
California
$239K -$4.8K -113 -2%
OFP
566
OLIO Financial Planning
Virginia
$237K +$4.08K +96 +2%
VPF
567
Vantage Point Financial
Illinois
$237K +$246K +5,792 New
WDL
568
Well Done LLC
Michigan
$237K – – –
FOA
569
Five Oceans Advisors
California
$236K – – –
RA
570
Rise Advisors
New York
$235K +$1.02K +24 +0.4%
NAM
571
NTV Asset Management
West Virginia
$234K – – –
HH
572
HWG Holdings
Texas
$233K – – –
AHC
573
Anderson Hoagland & Co
Missouri
$231K +$230K +5,419 New
KPWS
574
Kestra Private Wealth Services
Texas
$230K -$800K -18,857 -77%
SW
575
Simplicity Wealth
New Jersey
$228K -$4.98M -117,284 -95%
21 22
23
24 25