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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
551
Essential Planning
New Hampshire
$250K -$16.2M -385,758 -98%
ACI
552
Alpha Cubed Investments
California
$249K – – –
WCM
553
Wealthcare Capital Management
Virginia
$249K -$3.78K -90 -1%
OP
554
ORG Partners
Indiana
$249K – – –
CWP
555
Cyndeo Wealth Partners
Florida
$249K +$1.01K +24 +0.4%
PIA
556
Perennial Investment Advisors
California
$246K – – –
TCA
557
Transcend Capital Advisors
New Jersey
$246K – – –
SFGP
558
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$245K – – –
CA
559
CGN Advisors
Kansas
$245K +$249K +5,938 New
IF
560
Intrua Financial
Texas
$244K -$37.8K -900 -13%
LW
561
Lauer Wealth
Indiana
$242K -$210K -5,000 -45%
BOC
562
Bull Oak Capital
California
$241K – – –
OFP
563
OLIO Financial Planning
Virginia
$240K +$965 +23 +0.4%
AC
564
AlphaCore Capital
California
$239K +$243K +5,795 New
VPF
565
Vantage Point Financial
Illinois
$239K – – –
RA
566
Rise Advisors
New York
$238K +$965 +23 +0.4%
SFG
567
SevenBridge Financial Group
Pennsylvania
$237K +$965 +23 +0.4%
NAM
568
NTV Asset Management
West Virginia
$235K – – –
HH
569
HWG Holdings
Texas
$235K – – –
SF
570
Safeguard Financial
Wisconsin
$233K -$326K -7,756 -58%
WDL
571
Well Done LLC
Michigan
$233K – – –
EFG
572
Everhart Financial Group
Ohio
$230K +$235K +5,591 New
WJA
573
Willis Johnson & Associates
Texas
$230K +$2.06K +49 +0.9%
RP
574
Rowlandmiller & Partners
Georgia
$228K – – –
RWM
575
Ritholtz Wealth Management
New York
$228K +$232K +5,530 New
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23
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