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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
551
Ridgewood Investments
New Jersey
$380K +$385K +7,840 New
CBU
552
CIBC Bancorp USA
Illinois
$379K +$384K +7,818 New
GWP
553
Gateway Wealth Partners
Wisconsin
$377K +$382K +7,788 New
IWS
554
Integrity Wealth Solutions
Colorado
$374K – – –
TNBTD
555
Trustmark National Bank Trust Department
Mississippi
$373K – – –
LFP
556
Leeward Financial Partners
Washington
$372K – – –
PPW
557
Pasadena Private Wealth
California
$371K – – –
CCC
558
Compass Capital Corp
Massachusetts
$371K – – –
RC
559
Roundview Capital
New Jersey
$370K – – –
ACP
560
Aviance Capital Partners
Florida
$366K – – –
IFWM
561
Institute for Wealth Management
Colorado
$363K – – –
HCP
562
Holt Capital Partners
Texas
$362K – – –
LCM
563
LVM Capital Management
Michigan
$358K – – –
DFP
564
Donalies Financial Planning
District of Columbia
$358K – – –
AFAS
565
Acorn Financial Advisory Services
Virginia
$357K -$90.4K -1,843 -20%
SSWM
566
Smith Salley Wealth Management
North Carolina
$356K – – –
IIA
567
Integrity Investment Advisors
Colorado
$355K +$360K +7,335 New
FWTB
568
First Western Trust Bank
Colorado
$353K – – –
MCM
569
M1 Capital Management
Michigan
$349K -$50.7K -1,034 -13%
CT
570
Caldwell Trust
Florida
$344K – – –
BF
571
BOK Financial
Oklahoma
$343K – – –
PS
572
Principal Securities
Iowa
$343K +$5.64K +115 +2%
WWM
573
Whalen Wealth Management
Nevada
$341K +$1.23K +25 +0.4%
PWP
574
Ponta Wealth Partners
Florida
$337K – – –
HI
575
Harbour Investments
Wisconsin
$336K +$60.5K +1,234 +22%
21 22
23
24 25