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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
551
Grandfield & Dodd
New York
$278K -$25.1K -625 -9%
GSF
552
Grove Street Fiduciary
New Hampshire
$277K -$20K -498 -7%
MOS
553
MGO One Seven
Ohio
$275K +$52.4K +1,304 +25%
HI
554
Harbour Investments
Wisconsin
$274K +$52.1K +1,298 +25%
WTA
555
Washington Trust Advisors
Massachusetts
$273K – – –
LFG
556
Lockerman Financial Group
California
$272K – – –
FFO
557
Fiduciary Family Office
Florida
$269K – – –
SWA
558
Sterling Wealth Advisors
Florida
$268K – – –
RWM
559
RKL Wealth Management
Pennsylvania
$266K – – –
OWM
560
Orgel Wealth Management
Wisconsin
$266K – – –
KCM
561
KM Capital Management
Texas
$265K +$1.17K +29 +0.5%
LW
562
Lauer Wealth
Indiana
$261K – – –
OP
563
ORG Partners
Indiana
$259K – – –
EP
564
Essential Planning
New Hampshire
$258K +$1.17K +29 +0.5%
DI
565
Disciplined Investors
Texas
$257K -$14.2K -353 -5%
CWP
566
Cyndeo Wealth Partners
Florida
$257K +$1.17K +29 +0.5%
ACI
567
Alpha Cubed Investments
California
$256K – – –
TCA
568
Transcend Capital Advisors
New Jersey
$252K – – –
SFGP
569
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$252K – – –
CA
570
CGN Advisors
Kansas
$251K – – –
IF
571
Intrua Financial
Texas
$251K – – –
SFG
572
SevenBridge Financial Group
Pennsylvania
$248K +$1.08K +27 +0.5%
BOC
573
Bull Oak Capital
California
$247K -$40 -1 -0%
OFP
574
OLIO Financial Planning
Virginia
$247K +$1.08K +27 +0.5%
FB
575
First Bancorp
Maine
$247K +$235K +5,844 New
21 22
23
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