We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$208K
BA
602
Bellwether Advisors
Nebraska
$206K
RFA
603
Reyes Financial Architecture
California
$205K
IFG
604
Independent Financial Group
California
$204K +$194K +4,825 New
SFM
605
Signet Financial Management
New Jersey
$202K +$192K +4,787 New
M
606
MOTCO
Texas
$202K -$70K -1,743 -27%
CIC
607
Carnegie Investment Counsel
Ohio
$201K +$191K +4,764 New
SC
608
SouthState Corp
Florida
$161K -$24.6K -612 -14%
BAM
609
Bellevue Asset Management
Washington
$158K +$150K +3,743 New
DFA
610
DHJJ Financial Advisors
Illinois
$157K
SN
611
Sittner & Nelson
Oregon
$156K -$32.6K -813 -18%
HR
612
Howe & Rusling
New York
$155K
GWM
613
Grand Wealth Management
Michigan
$151K
AF
614
Advisornet Financial
Minnesota
$150K +$562 +14 +0.4%
Russell Investments Group
615
Russell Investments Group
United Kingdom
$149K +$76.3K +1,900 +117%
HFS
616
Hantz Financial Services
Michigan
$142K +$135K +3,354 New
BIG
617
Brooklyn Investment Group
New York
$142K +$135K +3,354 New
MWA
618
Medallion Wealth Advisors
Connecticut
$140K +$2.21K +55 +2%
IWA
619
Icon Wealth Advisors
Texas
$138K
SIS
620
Sound Income Strategies
Florida
$136K
WTC
621
WhitTier Trust Company
Nevada
$122K
PP
622
PrairieView Partners
Minnesota
$122K -$1.69K -42 -1%
PCFFS
623
Pacific Center for Financial Services
California
$120K
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$117K +$522 +13 +0.5%
CSC
625
Caldwell Sutter Capital
California
$114K