We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$412K – – –
HCP
577
Holt Capital Partners
Texas
$411K – – –
CCC
578
Compass Capital Corp
Massachusetts
$409K – – –
LCM
579
LVM Capital Management
Michigan
$407K – – –
SEI Investments
580
SEI Investments
Pennsylvania
$407K +$388K +7,394 New
DFP
581
Donalies Financial Planning
District of Columbia
$406K – – –
SSWM
582
Smith Salley Wealth Management
North Carolina
$404K – – –
IIA
583
Integrity Investment Advisors
Colorado
$403K – – –
AssetMark Inc
584
AssetMark Inc
California
$402K +$115K +2,182 +43%
MCM
585
M1 Capital Management
Michigan
$396K – – –
FIM
586
Freedom Investment Management
Connecticut
$393K +$53.5K +1,019 +17%
BF
587
BOK Financial
Oklahoma
$390K – – –
IA
588
Inspire Advisors
Idaho
$389K +$69.6K +1,326 +23%
MWM
589
Modern Wealth Management
Kansas
$389K +$129K +2,463 +54%
PS
590
Principal Securities
Iowa
$384K -$4.46K -85 -1%
MHIC
591
Marble Harbor Investment Counsel
Massachusetts
$384K +$58.1K +1,106 +19%
AFAS
592
Acorn Financial Advisory Services
Virginia
$384K -$20.5K -391 -5%
PWP
593
Ponta Wealth Partners
Florida
$382K – – –
HI
594
Harbour Investments
Wisconsin
$382K – – –
Qube Research & Technologies (QRT)
595
Qube Research & Technologies (QRT)
United Kingdom
$375K +$213K +4,060 +148%
ECM
596
Evergreen Capital Management
Washington
$375K – – –
CT
597
Caldwell Trust
Florida
$372K -$16.8K -319 -4%
FWTB
598
First Western Trust Bank
Colorado
$372K -$27.5K -523 -7%
UB
599
UMB Bank
Missouri
$372K -$4.62K -88 -1%
MCA
600
Maryland Capital Advisors
Maryland
$369K +$353K +6,714 New