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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Aprio Wealth Management
Georgia
$235K +$238K +4,853 New
FI
652
Financial Insights
Washington
$235K – – –
RFA
653
Reyes Financial Architecture
California
$235K – – –
WWM
654
Western Wealth Management
Colorado
$232K +$234K +4,779 New
IF
655
Intrua Financial
Texas
$231K – – –
CIC
656
Carnegie Investment Counsel
Ohio
$231K – – –
M
657
MOTCO
Texas
$231K – – –
MMA
658
Miracle Mile Advisors
California
$228K +$834 +17 +0.4%
AIA
659
AssuredPartners Investment Advisors
Florida
$228K +$638 +13 +0.3%
TCM
660
Tufton Capital Management
Maryland
$228K +$231K +4,710 New
RFM
661
Royal Fund Management
Florida
$228K – – –
CGA
662
Crescent Grove Advisors
Illinois
$227K +$230K +4,682 New
LW
663
Lauer Wealth
Indiana
$225K – – –
MWM
664
Modern Wealth Management
Kansas
$224K – – –
QCG
665
Quadrant Capital Group
Ohio
$222K +$225K +4,586 New
WCM
666
Wallace Capital Management
Texas
$221K – – –
SFM
667
Signet Financial Management
New Jersey
$221K -$11K -224 -5%
BNA
668
BankChampaign National Association
Illinois
$220K +$94.5K +1,926 +73%
SWP
669
Strategic Wealth Partners
Ohio
$220K – – –
GPA
670
Guidance Point Advisors
Massachusetts
$220K +$785 +16 +0.4%
HWMC
671
Heritage Wealth Management (California)
California
$216K – – –
CA
672
Continuum Advisory
Idaho
$215K – – –
HW
673
HORAN Wealth
Ohio
$215K – – –
AO
674
Advisor OS
Illinois
$213K +$540 +11 +0.3%
MA
675
MJP Associates
Connecticut
$213K +$540 +11 +0.3%
25 26
27
28 29