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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
FJWM
601
Ferguson Johnson Wealth Management
Maryland
$368K – – –
WTB
602
Washington Trust Bank
Washington
$368K -$2.52K -48 -0.7%
WW
603
Waterfront Wealth
Kansas
$368K +$1.47K +28 +0.4%
RWM
604
Ritholtz Wealth Management
New York
$367K – – –
DSC
605
Daytona Street Capital
Missouri
$366K +$349K +6,644 New
GWM
606
GSB Wealth Management
Connecticut
$366K – – –
HPA
607
High Probability Advisors
New York
$366K – – –
AFP
608
Ausdal Financial Partners
Iowa
$363K -$105 -2 -0%
GD
609
Grandfield & Dodd
New York
$362K – – –
IFG
610
Independent Financial Group
California
$361K +$78.3K +1,492 +29%
CI
611
CX Institutional
Indiana
$361K +$188K +3,572 +119%
GSF
612
Grove Street Fiduciary
New Hampshire
$360K – – –
TFA
613
TrustWell Financial Advisors
Florida
$355K +$1.1K +21 +0.3%
LFG
614
Lockerman Financial Group
California
$354K – – –
AC
615
AlphaCore Capital
California
$353K +$27.8K +530 +9%
FFO
616
Fiduciary Family Office
Florida
$350K – – –
RWM
617
RKL Wealth Management
Pennsylvania
$346K – – –
OWM
618
Orgel Wealth Management
Wisconsin
$346K – – –
SFG
619
Stonebridge Financial Group
California
$342K +$326K +6,218 New
EP
620
Essential Planning
New Hampshire
$341K +$1.05K +20 +0.3%
ACM
621
Aurdan Capital Management
Pennsylvania
$340K – – –
SG
622
StoneX Group
New York
$340K +$330K +6,293 New
CWP
623
Cyndeo Wealth Partners
Florida
$338K +$998 +19 +0.3%
TCM
624
Tufton Capital Management
Maryland
$336K +$73.8K +1,405 +30%
PCA
625
Purkiss Capital Advisors
Connecticut
$334K +$473 +9 +0.1%
23 24
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