We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
551
Leavell Investment Management
Alabama
$252K – – –
EP
552
Essential Planning
New Hampshire
$250K -$16.2M -385,758 -98%
ACI
553
Alpha Cubed Investments
California
$249K – – –
WCM
554
Wealthcare Capital Management
Virginia
$249K -$3.78K -90 -1%
OP
555
ORG Partners
Indiana
$249K – – –
CWP
556
Cyndeo Wealth Partners
Florida
$249K +$1.01K +24 +0.4%
PIA
557
Perennial Investment Advisors
California
$246K – – –
TCA
558
Transcend Capital Advisors
New Jersey
$246K – – –
SFGP
559
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$245K – – –
CA
560
CGN Advisors
Kansas
$245K +$249K +5,938 New
IF
561
Intrua Financial
Texas
$244K -$37.8K -900 -13%
LW
562
Lauer Wealth
Indiana
$242K -$210K -5,000 -45%
BOC
563
Bull Oak Capital
California
$241K – – –
OFP
564
OLIO Financial Planning
Virginia
$240K +$965 +23 +0.4%
AC
565
AlphaCore Capital
California
$239K +$243K +5,795 New
VPF
566
Vantage Point Financial
Illinois
$239K – – –
RA
567
Rise Advisors
New York
$238K +$965 +23 +0.4%
SFG
568
SevenBridge Financial Group
Pennsylvania
$237K +$965 +23 +0.4%
NAM
569
NTV Asset Management
West Virginia
$235K – – –
HH
570
HWG Holdings
Texas
$235K – – –
SF
571
Safeguard Financial
Wisconsin
$233K -$326K -7,756 -58%
WDL
572
Well Done LLC
Michigan
$233K – – –
EFG
573
Everhart Financial Group
Ohio
$230K +$235K +5,591 New
WJA
574
Willis Johnson & Associates
Texas
$230K +$2.06K +49 +0.9%
RP
575
Rowlandmiller & Partners
Georgia
$228K – – –
21 22
23
24 25