We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
576
Capital Planning Advisors
California
$314K +$306K +6,738 New
MCA
577
Maryland Capital Advisors
Maryland
$313K – – –
FJWM
578
Ferguson Johnson Wealth Management
Maryland
$311K +$304K +6,695 New
RWM
579
Ritholtz Wealth Management
New York
$310K +$56.5K +1,245 +23%
GWM
580
GSB Wealth Management
Connecticut
$310K – – –
HPA
581
High Probability Advisors
New York
$310K – – –
AFP
582
Ausdal Financial Partners
Iowa
$307K +$299K +6,593 New
GD
583
Grandfield & Dodd
New York
$307K – – –
GSF
584
Grove Street Fiduciary
New Hampshire
$305K – – –
LFG
585
Lockerman Financial Group
California
$300K – – –
TFA
586
TrustWell Financial Advisors
Florida
$298K +$290K +6,400 New
FFO
587
Fiduciary Family Office
Florida
$297K – – –
OPF
588
Old Peak Finance
North Carolina
$293K +$285K +6,291 New
RWM
589
RKL Wealth Management
Pennsylvania
$293K – – –
OWM
590
Orgel Wealth Management
Wisconsin
$293K – – –
ACM
591
Aurdan Capital Management
Pennsylvania
$288K -$21.1K -466 -7%
EP
592
Essential Planning
New Hampshire
$287K +$952 +21 +0.3%
ACI
593
Alpha Cubed Investments
California
$286K +$3.58K +79 +1%
BAM
594
BOS Asset Management
Illinois
$286K +$278K +6,128 New
CWP
595
Cyndeo Wealth Partners
Florida
$285K +$680 +15 +0.2%
SFG
596
SevenBridge Financial Group
Pennsylvania
$283K +$952 +21 +0.4%
OP
597
ORG Partners
Indiana
$282K – – –
PCA
598
Purkiss Capital Advisors
Connecticut
$282K +$454 +10 +0.2%
ASN
599
Advisory Services Network
Georgia
$280K -$60.1K -1,325 -18%
FIM
600
Freedom Investment Management
Connecticut
$278K – – –
22 23
24
25 26