We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Advisornet Financial
Minnesota
$145K -$55.1K -1,298 -27%
IWA
602
Icon Wealth Advisors
Texas
$140K +$145K +3,418 New
SIS
603
Sound Income Strategies
Florida
$132K +$137K +3,225 New
MWA
604
Medallion Wealth Advisors
Connecticut
$129K +$133K +3,145 New
PP
605
PrairieView Partners
Minnesota
$120K +$10.4K +244 +9%
PCFFS
606
Pacific Center for Financial Services
California
$116K – – –
JHCP
607
Jackson Hole Capital Partners
Oklahoma
$112K +$467 +11 +0.4%
CSC
608
Caldwell Sutter Capital
California
$110K – – –
SN
609
Sittner & Nelson
Oregon
$105K – – –
HNB
610
Hilltop National Bank
Wyoming
$102K – – –
GWANC
611
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K – – –
OCM
612
Orion Capital Management
California
$101K +$105K +2,465 New
AP
613
Aspect Partners
Virginia
$91.8K – – –
KIM
614
Kestra Investment Management
Texas
$90.5K +$93.9K +2,212 New
TIM
615
Tortoise Investment Management
New York
$87.9K – – –
TCA
616
Trifecta Capital Advisors
Illinois
$87K – – –
ACA
617
American Capital Advisory
Idaho
$83.2K -$2.55K -60 -3%
SL
618
Salomon & Ludwin
Virginia
$78.9K – – –
JFG
619
JDM Financial Group
Texas
$77.7K +$29.3K +691 +57%
MCM
620
MV Capital Management
Maryland
$76.4K – – –
DSC
621
Duncker Streett & Co
Missouri
$70.3K – – –
Russell Investments Group
622
Russell Investments Group
United Kingdom
$70K -$9.8K -231 -12%
PS
623
Principal Securities
Iowa
$66.6K – – –
HCA
624
Heck Capital Advisors
Wisconsin
$66.6K +$69.1K +1,628 New
EWM
625
Evermay Wealth Management
Virginia
$64.5K – – –