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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
676
Heritage Wealth Management (California)
California
$245K – – –
CA
677
Continuum Advisory
Idaho
$244K – – –
AO
678
Advisor OS
Illinois
$242K +$525 +10 +0.2%
MA
679
MJP Associates
Connecticut
$242K +$525 +10 +0.2%
SWM
680
Sherman Wealth Management
Maryland
$241K +$788 +15 +0.3%
TF
681
Threadgill Financial
Texas
$240K – – –
PIA
682
Perennial Investment Advisors
California
$239K – – –
CG
683
Corundum Group
Colorado
$238K – – –
HH
684
HWG Holdings
Texas
$238K – – –
AHC
685
Anderson Hoagland & Co
Missouri
$237K – – –
CA
686
CGN Advisors
Kansas
$236K -$3.73K -71 -2%
TFM
687
Trademark Financial Management
Minnesota
$235K – – –
MCM
688
Morton Capital Management
California
$235K +$224K +4,275 New
WAOTB
689
Wealth Advisors of Tampa Bay
Florida
$234K – – –
AA
690
Advisory Alpha
Michigan
$234K +$735 +14 +0.3%
OFP
691
OLIO Financial Planning
Virginia
$234K +$788 +15 +0.4%
MW
692
Marble Wealth
Alabama
$233K – – –
MSWMA
693
Market Street Wealth Management Advisors
Indiana
$232K +$222K +4,222 New
ACA
694
Affinity Capital Advisors
California
$232K – – –
HTC
695
Haverford Trust Company
Pennsylvania
$229K – – –
CCIA
696
Cherry Creek Investment Advisors
Colorado
$226K +$216K +4,110 New
GFP
697
Gryphon Financial Partners
Ohio
$225K +$214K +4,083 New
CC
698
Capstone Capital
Nevada
$223K +$213K +4,059 New
CGFA
699
Colton Groome Financial Advisors
North Carolina
$223K +$213K +4,052 New
MWM
700
Mindset Wealth Management
Indiana
$223K +$212K +4,046 New
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