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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Freedom Investment Management
Connecticut
$297K +$7.65K +156 +3%
CWP
602
Cyndeo Wealth Partners
Florida
$297K +$491 +10 +0.2%
PCA
603
Purkiss Capital Advisors
Connecticut
$293K +$491 +10 +0.2%
ASN
604
Advisory Services Network
Georgia
$292K +$491 +10 +0.2%
OPF
605
Old Peak Finance
North Carolina
$291K -$13.6K -278 -4%
SFGP
606
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$289K – – –
FWI
607
Facet Wealth Inc
Maryland
$289K +$51.1K +1,042 +21%
CA
608
COFG Advisors
Illinois
$287K +$1.03K +21 +0.4%
LFAS
609
Level Four Advisory Services
Texas
$287K -$129K -2,633 -31%
AC
610
AlphaCore Capital
California
$285K +$1.03K +21 +0.4%
RA
611
Rise Advisors
New York
$285K +$1.03K +21 +0.4%
MHIC
612
Marble Harbor Investment Counsel
Massachusetts
$285K – – –
BOC
613
Bull Oak Capital
California
$283K – – –
FB
614
First Bancorp
Maine
$283K – – –
VPF
615
Vantage Point Financial
Illinois
$281K +$294 +6 +0.1%
SWA
616
Sterling Wealth Advisors
Florida
$281K – – –
IA
617
Inspire Advisors
Idaho
$278K +$282K +5,742 New
NAM
618
NTV Asset Management
West Virginia
$277K – – –
VA
619
Vident Advisory
Georgia
$277K – – –
WDL
620
Well Done LLC
Michigan
$275K – – –
LF
621
Lantz Financial
Illinois
$274K – – –
BCI
622
Brinker Capital Investments
Pennsylvania
$272K -$874K -17,824 -76%
RP
623
Rowlandmiller & Partners
Georgia
$268K – – –
CA
624
Cortland Associates
Missouri
$268K -$65.7K -1,340 -20%
DI
625
Disciplined Investors
Texas
$267K -$11.9K -242 -4%
23 24
25
26 27