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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
MJP Associates
Connecticut
$200K +$195K +4,480 New
ACA
627
American Capital Advisory
Idaho
$184K +$90.8K +2,086 +103%
DFA
628
DHJJ Financial Advisors
Illinois
$166K – – –
SN
629
Sittner & Nelson
Oregon
$165K – – –
HR
630
Howe & Rusling
New York
$164K – – –
JWM
631
JPL Wealth Management
Colorado
$164K +$159K +3,662 New
GWM
632
Grand Wealth Management
Michigan
$160K – – –
AF
633
Advisornet Financial
Minnesota
$160K +$566 +13 +0.4%
AAS
634
Ameritas Advisory Services
Nebraska
$155K +$62.8K +1,443 +71%
MWA
635
Medallion Wealth Advisors
Connecticut
$152K +$6.32K +145 +4%
HFS
636
Hantz Financial Services
Michigan
$150K – – –
IWA
637
Icon Wealth Advisors
Texas
$146K – – –
SIS
638
Sound Income Strategies
Florida
$144K – – –
CI
639
CX Institutional
Indiana
$133K +$73.2K +1,681 +130%
WTC
640
WhitTier Trust Company
Nevada
$130K – – –
PCFFS
641
Pacific Center for Financial Services
California
$127K – – –
JHCP
642
Jackson Hole Capital Partners
Oklahoma
$124K +$566 +13 +0.5%
CSC
643
Caldwell Sutter Capital
California
$121K – – –
LBC
644
Lowe Brockenbrough & Co
Virginia
$115K – – –
FDCP
645
Foster Dykema Cabot & Partners
Massachusetts
$114K – – –
FC
646
Financial Consulate
Maryland
$113K +$110K +2,535 New
HNB
647
Hilltop National Bank
Wyoming
$112K – – –
AWM
648
Abound Wealth Management
Tennessee
$111K +$108K +2,482 New
AP
649
Aspect Partners
Virginia
$100K – – –
CB
650
CNB Bank
Pennsylvania
$97.2K +$94.8K +2,176 New
24 25
26
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