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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
576
Evergreen Capital Management
Washington
$317K – – –
ACM
577
Advisors Capital Management
New Jersey
$314K – – –
CPA
578
Capital Planning Advisors
California
$314K +$306K +6,738 New
MCA
579
Maryland Capital Advisors
Maryland
$313K – – –
FJWM
580
Ferguson Johnson Wealth Management
Maryland
$311K +$304K +6,695 New
RWM
581
Ritholtz Wealth Management
New York
$310K +$56.5K +1,245 +23%
GWM
582
GSB Wealth Management
Connecticut
$310K – – –
HPA
583
High Probability Advisors
New York
$310K – – –
AFP
584
Ausdal Financial Partners
Iowa
$307K +$299K +6,593 New
GD
585
Grandfield & Dodd
New York
$307K – – –
GSF
586
Grove Street Fiduciary
New Hampshire
$305K – – –
LFG
587
Lockerman Financial Group
California
$300K – – –
TFA
588
TrustWell Financial Advisors
Florida
$298K +$290K +6,400 New
FFO
589
Fiduciary Family Office
Florida
$297K – – –
OPF
590
Old Peak Finance
North Carolina
$293K +$285K +6,291 New
RWM
591
RKL Wealth Management
Pennsylvania
$293K – – –
OWM
592
Orgel Wealth Management
Wisconsin
$293K – – –
ACM
593
Aurdan Capital Management
Pennsylvania
$288K -$21.1K -466 -7%
EP
594
Essential Planning
New Hampshire
$287K +$952 +21 +0.3%
ACI
595
Alpha Cubed Investments
California
$286K +$3.58K +79 +1%
BAM
596
BOS Asset Management
Illinois
$286K +$278K +6,128 New
CWP
597
Cyndeo Wealth Partners
Florida
$285K +$680 +15 +0.2%
SFG
598
SevenBridge Financial Group
Pennsylvania
$283K +$952 +21 +0.4%
OP
599
ORG Partners
Indiana
$282K – – –
PCA
600
Purkiss Capital Advisors
Connecticut
$282K +$454 +10 +0.2%
22 23
24
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