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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
676
Guidance Point Advisors
Massachusetts
$250K +$840 +16 +0.4%
BNA
677
BankChampaign National Association
Illinois
$250K – – –
SWP
678
Strategic Wealth Partners
Ohio
$250K – – –
IF
679
Intrua Financial
Texas
$250K -$12.6K -240 -5%
CAM
680
Concorde Asset Management
Michigan
$248K +$237K +4,511 New
LW
681
Lauer Wealth
Indiana
$248K – – –
HWMC
682
Heritage Wealth Management (California)
California
$245K – – –
CA
683
Continuum Advisory
Idaho
$244K – – –
AO
684
Advisor OS
Illinois
$242K +$525 +10 +0.2%
MA
685
MJP Associates
Connecticut
$242K +$525 +10 +0.2%
SWM
686
Sherman Wealth Management
Maryland
$241K +$788 +15 +0.3%
TF
687
Threadgill Financial
Texas
$240K – – –
PIA
688
Perennial Investment Advisors
California
$239K – – –
CG
689
Corundum Group
Colorado
$238K – – –
HH
690
HWG Holdings
Texas
$238K – – –
AHC
691
Anderson Hoagland & Co
Missouri
$237K – – –
CA
692
CGN Advisors
Kansas
$236K -$3.73K -71 -2%
TFM
693
Trademark Financial Management
Minnesota
$235K – – –
MCM
694
Morton Capital Management
California
$235K +$224K +4,275 New
WAOTB
695
Wealth Advisors of Tampa Bay
Florida
$234K – – –
AA
696
Advisory Alpha
Michigan
$234K +$735 +14 +0.3%
OFP
697
OLIO Financial Planning
Virginia
$234K +$788 +15 +0.4%
MW
698
Marble Wealth
Alabama
$233K – – –
MSWMA
699
Market Street Wealth Management Advisors
Indiana
$232K +$222K +4,222 New
ACA
700
Affinity Capital Advisors
California
$232K – – –
26 27
28
29 30