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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
651
Reyes Financial Architecture
California
$235K – – –
WWM
652
Western Wealth Management
Colorado
$232K +$234K +4,779 New
IF
653
Intrua Financial
Texas
$231K – – –
CIC
654
Carnegie Investment Counsel
Ohio
$231K – – –
M
655
MOTCO
Texas
$231K – – –
MMA
656
Miracle Mile Advisors
California
$228K +$834 +17 +0.4%
AIA
657
AssuredPartners Investment Advisors
Florida
$228K +$638 +13 +0.3%
TCM
658
Tufton Capital Management
Maryland
$228K +$231K +4,710 New
RFM
659
Royal Fund Management
Florida
$228K – – –
CGA
660
Crescent Grove Advisors
Illinois
$227K +$230K +4,682 New
LW
661
Lauer Wealth
Indiana
$225K – – –
MWM
662
Modern Wealth Management
Kansas
$224K – – –
QCG
663
Quadrant Capital Group
Ohio
$222K +$225K +4,586 New
WCM
664
Wallace Capital Management
Texas
$221K – – –
SFM
665
Signet Financial Management
New Jersey
$221K -$11K -224 -5%
BNA
666
BankChampaign National Association
Illinois
$220K +$94.5K +1,926 +73%
SWP
667
Strategic Wealth Partners
Ohio
$220K – – –
GPA
668
Guidance Point Advisors
Massachusetts
$220K +$785 +16 +0.4%
HWMC
669
Heritage Wealth Management (California)
California
$216K – – –
CA
670
Continuum Advisory
Idaho
$215K – – –
HW
671
HORAN Wealth
Ohio
$215K – – –
AO
672
Advisor OS
Illinois
$213K +$540 +11 +0.3%
MA
673
MJP Associates
Connecticut
$213K +$540 +11 +0.3%
CA
674
CGN Advisors
Kansas
$211K -$76.8K -1,565 -26%
TF
675
Threadgill Financial
Texas
$211K – – –
25 26
27
28 29