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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
601
Independent Financial Group
California
$226K +$10.5K +240 +5%
HSA
602
HBK Sorce Advisory
Pennsylvania
$225K – – –
LIM
603
Leavell Investment Management
Alabama
$225K -$15.4K -353 -7%
WAOI
604
Wealth Advisors of Iowa
Iowa
$223K – – –
GFWA
605
Grey Fox Wealth Advisors
Delaware
$222K +$958 +22 +0.4%
KFG
606
Kelly Financial Group
Connecticut
$221K -$7.84K -180 -4%
NW
607
NewEdge Wealth
Pennsylvania
$220K – – –
MPAM
608
Murphy Pohlad Asset Management
Minnesota
$220K – – –
BA
609
Bellwether Advisors
Nebraska
$217K – – –
FI
610
Financial Insights
Washington
$217K +$211K +4,852 New
RFA
611
Reyes Financial Architecture
California
$217K – – –
OFP
612
OLIO Financial Planning
Virginia
$215K -$44.9K -1,030 -18%
SFM
613
Signet Financial Management
New Jersey
$214K – – –
CIC
614
Carnegie Investment Counsel
Ohio
$213K – – –
M
615
MOTCO
Texas
$213K – – –
HIGP
616
Hill Investment Group Partners
Missouri
$211K +$205K +4,713 New
LWM
617
LJI Wealth Management
Indiana
$210K -$1.45M -33,319 -88%
AIA
618
AssuredPartners Investment Advisors
Florida
$208K +$202K +4,649 New
MWM
619
Modern Wealth Management
Kansas
$206K +$200K +4,602 New
WCM
620
Wallace Capital Management
Texas
$204K +$199K +4,567 New
SWP
621
Strategic Wealth Partners
Ohio
$203K -$21.9K -503 -10%
WTB
622
Washington Trust Bank
Washington
$203K +$198K +4,538 New
GPA
623
Guidance Point Advisors
Massachusetts
$201K +$196K +4,505 New
LW
624
Lauer Wealth
Indiana
$201K -$71.9K -1,650 -27%
AO
625
Advisor OS
Illinois
$200K +$195K +4,480 New
23 24
25
26 27