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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
551
Five Oceans Advisors
California
$388K -$8.24K -168 -2%
OC
552
Optima Capital
Oregon
$383K – – –
RI
553
Ridgewood Investments
New Jersey
$380K +$385K +7,840 New
CBU
554
CIBC Bancorp USA
Illinois
$379K +$384K +7,818 New
GWP
555
Gateway Wealth Partners
Wisconsin
$377K +$382K +7,788 New
IWS
556
Integrity Wealth Solutions
Colorado
$374K – – –
TNBTD
557
Trustmark National Bank Trust Department
Mississippi
$373K – – –
LFP
558
Leeward Financial Partners
Washington
$372K – – –
PPW
559
Pasadena Private Wealth
California
$371K – – –
CCC
560
Compass Capital Corp
Massachusetts
$371K – – –
RC
561
Roundview Capital
New Jersey
$370K – – –
ACP
562
Aviance Capital Partners
Florida
$366K – – –
IFWM
563
Institute for Wealth Management
Colorado
$363K – – –
HCP
564
Holt Capital Partners
Texas
$362K – – –
LCM
565
LVM Capital Management
Michigan
$358K – – –
DFP
566
Donalies Financial Planning
District of Columbia
$358K – – –
AFAS
567
Acorn Financial Advisory Services
Virginia
$357K -$90.4K -1,843 -20%
SSWM
568
Smith Salley Wealth Management
North Carolina
$356K – – –
IIA
569
Integrity Investment Advisors
Colorado
$355K +$360K +7,335 New
FWTB
570
First Western Trust Bank
Colorado
$353K – – –
MCM
571
M1 Capital Management
Michigan
$349K -$50.7K -1,034 -13%
CT
572
Caldwell Trust
Florida
$344K – – –
BF
573
BOK Financial
Oklahoma
$343K – – –
PS
574
Principal Securities
Iowa
$343K +$5.64K +115 +2%
WWM
575
Whalen Wealth Management
Nevada
$341K +$1.23K +25 +0.4%
21 22
23
24 25