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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
GSB Wealth Management
Connecticut
$366K – – –
HPA
602
High Probability Advisors
New York
$366K – – –
AFP
603
Ausdal Financial Partners
Iowa
$363K -$105 -2 -0%
GD
604
Grandfield & Dodd
New York
$362K – – –
IFG
605
Independent Financial Group
California
$361K +$78.3K +1,492 +29%
CI
606
CX Institutional
Indiana
$361K +$188K +3,572 +119%
GSF
607
Grove Street Fiduciary
New Hampshire
$360K – – –
TFA
608
TrustWell Financial Advisors
Florida
$355K +$1.1K +21 +0.3%
LFG
609
Lockerman Financial Group
California
$354K – – –
AC
610
AlphaCore Capital
California
$353K +$27.8K +530 +9%
FFO
611
Fiduciary Family Office
Florida
$350K – – –
RWM
612
RKL Wealth Management
Pennsylvania
$346K – – –
OWM
613
Orgel Wealth Management
Wisconsin
$346K – – –
SFG
614
Stonebridge Financial Group
California
$342K +$326K +6,218 New
EP
615
Essential Planning
New Hampshire
$341K +$1.05K +20 +0.3%
ACM
616
Aurdan Capital Management
Pennsylvania
$340K – – –
SG
617
StoneX Group
New York
$340K +$330K +6,293 New
CWP
618
Cyndeo Wealth Partners
Florida
$338K +$998 +19 +0.3%
TCM
619
Tufton Capital Management
Maryland
$336K +$73.8K +1,405 +30%
PCA
620
Purkiss Capital Advisors
Connecticut
$334K +$473 +9 +0.1%
SFG
621
SevenBridge Financial Group
Pennsylvania
$333K +$1.05K +20 +0.3%
OPF
622
Old Peak Finance
North Carolina
$332K +$1.1K +21 +0.3%
ASN
623
Advisory Services Network
Georgia
$332K +$473 +9 +0.1%
SFGP
624
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$328K – – –
CA
625
COFG Advisors
Illinois
$327K +$1.05K +20 +0.3%
23 24
25
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