We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
576
Ponta Wealth Partners
Florida
$337K – – –
HI
577
Harbour Investments
Wisconsin
$336K +$60.5K +1,234 +22%
UB
578
UMB Bank
Missouri
$332K -$17K -347 -5%
ECM
579
Evergreen Capital Management
Washington
$330K – – –
WTB
580
Washington Trust Bank
Washington
$326K +$47.9K +976 +17%
FJWM
581
Ferguson Johnson Wealth Management
Maryland
$324K – – –
RWM
582
Ritholtz Wealth Management
New York
$324K +$1.27K +26 +0.4%
WW
583
Waterfront Wealth
Kansas
$322K – – –
GWM
584
GSB Wealth Management
Connecticut
$322K – – –
HPA
585
High Probability Advisors
New York
$322K – – –
AFP
586
Ausdal Financial Partners
Iowa
$320K +$49 +1 +0%
GD
587
Grandfield & Dodd
New York
$319K – – –
ACM
588
Advisors Capital Management
New Jersey
$318K -$9.32K -190 -3%
GSF
589
Grove Street Fiduciary
New Hampshire
$317K – – –
LFG
590
Lockerman Financial Group
California
$312K – – –
TFA
591
TrustWell Financial Advisors
Florida
$311K +$1.18K +24 +0.4%
FFO
592
Fiduciary Family Office
Florida
$308K – – –
RWM
593
RKL Wealth Management
Pennsylvania
$305K – – –
SS
594
Sunbelt Securities
Texas
$305K +$308K +6,288 New
OWM
595
Orgel Wealth Management
Wisconsin
$304K – – –
MOS
596
MGO One Seven
Ohio
$304K +$72.1K +1,470 +31%
ACM
597
Aurdan Capital Management
Pennsylvania
$299K – – –
EP
598
Essential Planning
New Hampshire
$299K +$1.13K +23 +0.4%
BAM
599
BOS Asset Management
Illinois
$299K +$1.67K +34 +0.6%
SFG
600
SevenBridge Financial Group
Pennsylvania
$298K +$1.03K +21 +0.4%
22 23
24
25 26