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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
626
Sterling Wealth Advisors
Florida
$256K -$33.8K -745 -12%
HSA
627
HBK Sorce Advisory
Pennsylvania
$255K – – –
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$253K – – –
NG
629
Norden Group
Utah
$251K +$816 +18 +0.3%
VF
630
Vawter Financial
Ohio
$249K – – –
PMG
631
Private Management Group
California
$248K +$242K +5,325 New
BB
632
Bell Bank
North Dakota
$247K – – –
HIP
633
HUB Investment Partners
Texas
$242K -$48.3K -1,065 -17%
FWI
634
Facet Wealth Inc
Maryland
$240K +$223K +4,912 New
IFG
635
Independent Financial Group
California
$240K +$3.45K +76 +2%
ODA
636
One Degree Advisors
California
$239K +$363 +8 +0.2%
HNWA
637
Henrickson Nauta Wealth Advisors
Michigan
$236K +$222K +4,894 New
LIM
638
Leavell Investment Management
Alabama
$234K – – –
BC
639
BDFS Capital
Delaware
$234K +$228K +5,027 New
KFG
640
Kelly Financial Group
Connecticut
$233K +$2.9K +64 +1%
WAOI
641
Wealth Advisors of Iowa
Iowa
$232K – – –
HAG
642
HighPoint Advisor Group
Illinois
$231K +$225K +4,961 New
NW
643
NewEdge Wealth
Pennsylvania
$230K – – –
MPAM
644
Murphy Pohlad Asset Management
Minnesota
$229K – – –
GFWA
645
Grey Fox Wealth Advisors
Delaware
$229K -$2.4K -53 -1%
BA
646
Bellwether Advisors
Nebraska
$227K – – –
FI
647
Financial Insights
Washington
$226K – – –
RFA
648
Reyes Financial Architecture
California
$226K – – –
OFP
649
OLIO Financial Planning
Virginia
$225K +$771 +17 +0.4%
MOS
650
MGO One Seven
Ohio
$224K -$28.2K -622 -11%
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