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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
651
United Community Bank
South Carolina
$26.7K +$27.2K +649 New
TC
652
Truvestments Capital
Florida
$25.6K +$84 +2 +0.3%
PAG
653
Paladin Advisory Group
Iowa
$25.6K – – –
SAM
654
S.A. Mason
Michigan
$24.9K – – –
FNWM
655
Financial Network Wealth Management
Utah
$23K +$24K +572 New
AIC
656
Archer Investment Corporation
Indiana
$21.3K – – –
PA
657
Pineridge Advisors
Missouri
$20.6K +$84 +2 +0.4%
IWP
658
IAG Wealth Partners
Wisconsin
$18.8K – – –
SWIM
659
Smallwood Wealth Investment Management
New Jersey
$18.5K +$18.8K +448 New
SC
660
Steph & Co
Wisconsin
$18.4K – – –
FGAM
661
Financial Gravity Asset Management
Texas
$17.1K +$17.4K +414 New
SRCM
662
Signature Resources Capital Management
California
$15.1K – – –
BFS
663
Bare Financial Services
Pennsylvania
$8.57K – – –
HIA
664
Harbor Investment Advisory
Maryland
$8.37K – – –
T
665
Transce3nd
Texas
$7.62K – – –
LWMI
666
Legacy Wealth Management (Idaho)
Idaho
$6.92K – – –
SIM
667
Studio Investment Management
Illinois
$5.73K -$4.91K -117 -46%
AF
668
Abound Financial
California
$4.53K +$4.62K +110 New
KPP
669
Kings Path Partners
Texas
$4.16K – – –
TFGT
670
TS Financial Group (TSFG)
Illinois
$3K – – –
IHWM
671
Iron Horse Wealth Management
Iowa
$2.02K +$2.06K +49 New
HIGP
672
Hill Investment Group Partners
Missouri
– -$13.8M -336,529 Closed
FH
673
Financial Harvest
Florida
– -$8.06M -196,863 Closed
EA
674
Efficient Advisors
Ohio
– -$412K -10,064 Closed
WPC
675
Wedmont Private Capital
Pennsylvania
– -$391K -9,614 Closed
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