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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
551
Integrity Wealth Solutions
Colorado
$360K – – –
TNBTD
552
Trustmark National Bank Trust Department
Mississippi
$359K – – –
AWM
553
Axxcess Wealth Management
California
$358K +$349K +7,689 New
LFP
554
Leeward Financial Partners
Washington
$357K – – –
PPW
555
Pasadena Private Wealth
California
$357K – – –
RC
556
Roundview Capital
New Jersey
$355K – – –
ACP
557
Aviance Capital Partners
Florida
$352K -$3.4K -75 -1%
IFWM
558
Institute for Wealth Management
Colorado
$349K – – –
HCP
559
Holt Capital Partners
Texas
$348K – – –
DFP
560
Donalies Financial Planning
District of Columbia
$344K +$335K +7,387 New
LCM
561
LVM Capital Management
Michigan
$344K – – –
SSWM
562
Smith Salley Wealth Management
North Carolina
$342K – – –
EFP
563
Elser Financial Planning
Indiana
$341K – – –
FWTB
564
First Western Trust Bank
Colorado
$340K -$49.8K -1,098 -13%
UB
565
UMB Bank
Missouri
$335K +$5.49K +121 +2%
CT
566
Caldwell Trust
Florida
$330K – – –
BF
567
BOK Financial
Oklahoma
$330K -$45 -1 -0%
WWM
568
Whalen Wealth Management
Nevada
$327K +$1.13K +25 +0.4%
WW
569
Waterfront Wealth
Kansas
$325K – – –
PS
570
Principal Securities
Iowa
$324K -$680 -15 -0.2%
PWP
571
Ponta Wealth Partners
Florida
$324K +$315K +6,949 New
CA
572
Cortland Associates
Missouri
$320K -$158K -3,480 -34%
CFGA
573
Cambridge Financial Group (Arizona)
Arizona
$318K -$2.4K -53 -0.8%
ECM
574
Evergreen Capital Management
Washington
$317K – – –
ACM
575
Advisors Capital Management
New Jersey
$314K – – –
21 22
23
24 25