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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
651
Investors Research Corp
Georgia
$40.3K – – –
GG
652
Gleason Group
Kentucky
$39.5K -$5.7K -142 -13%
SFC
653
SYM Financial Corp
Indiana
$37.8K – – –
FMP
654
Financial Management Professionals
Texas
$35.5K +$120 +3 +0.4%
CSB
655
City State Bank
Iowa
$31.5K – – –
UCB
656
United Community Bank
South Carolina
$27.4K – – –
TC
657
Truvestments Capital
Florida
$26.4K +$120 +3 +0.5%
PAG
658
Paladin Advisory Group
Iowa
$26.3K – – –
SAM
659
S.A. Mason
Michigan
$25.5K – – –
TIM
660
Tortoise Investment Management
New York
$22.8K -$64.6K -1,608 -75%
AIC
661
Archer Investment Corporation
Indiana
$21.9K – – –
PA
662
Pineridge Advisors
Missouri
$21.2K +$120 +3 +0.6%
AF
663
Alerus Financial
North Dakota
$20.5K +$19.5K +485 New
IWP
664
IAG Wealth Partners
Wisconsin
$19.3K – – –
SWIM
665
Smallwood Wealth Investment Management
New Jersey
$18.9K – – –
SC
666
Steph & Co
Wisconsin
$18.9K – – –
SRCM
667
Signature Resources Capital Management
California
$15.5K – – –
FGC
668
Financial Gravity Companies
Texas
$14.8K +$14.1K +350 New
TCM
669
Traub Capital Management
Massachusetts
$12.3K +$11.6K +290 New
BFS
670
Bare Financial Services
Pennsylvania
$8.79K – – –
HIA
671
Harbor Investment Advisory
Maryland
$8.58K – – –
T
672
Transce3nd
Texas
$7.82K – – –
TFGT
673
TS Financial Group (TSFG)
Illinois
$3K – – –
IHWM
674
Iron Horse Wealth Management
Iowa
$2.07K – – –
PWAM
675
Private Wealth Asset Management
Iowa
– -$928K -22,521 Closed
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