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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Sherman Wealth Management
Maryland
$211K +$736 +15 +0.3%
PIA
677
Perennial Investment Advisors
California
$211K – – –
CWM
678
Centric Wealth Management
Illinois
$211K – – –
CG
679
Corundum Group
Colorado
$210K +$212K +4,331 New
HH
680
HWG Holdings
Texas
$209K -$67.4K -1,373 -24%
QCM
681
QRG Capital Management
Illinois
$209K -$80.9K -1,649 -28%
AHC
682
Anderson Hoagland & Co
Missouri
$209K – – –
TFM
683
Trademark Financial Management
Minnesota
$207K +$210K +4,280 New
WAOTB
684
Wealth Advisors of Tampa Bay
Florida
$206K +$209K +4,256 New
MW
685
Marble Wealth
Alabama
$206K +$208K +4,243 New
AA
686
Advisory Alpha
Michigan
$205K +$208K +4,240 New
OFP
687
OLIO Financial Planning
Virginia
$205K -$29.1K -593 -12%
LWM
688
Lodestone Wealth Management
Washington
$204K – – –
ACA
689
Affinity Capital Advisors
California
$204K +$207K +4,211 New
HTC
690
Haverford Trust Company
Pennsylvania
$202K +$205K +4,171 New
WS
691
Wedbush Securities
California
$201K +$204K +4,158 New
DFA
692
DHJJ Financial Advisors
Illinois
$180K – – –
SN
693
Sittner & Nelson
Oregon
$179K – – –
HR
694
Howe & Rusling
New York
$178K – – –
JWM
695
JPL Wealth Management
Colorado
$177K +$180K +3,662 New
MWA
696
Medallion Wealth Advisors
Connecticut
$177K -$589 -12 -0.3%
AF
697
Advisornet Financial
Minnesota
$174K +$540 +11 +0.3%
GWM
698
Grand Wealth Management
Michigan
$174K – – –
HFS
699
Hantz Financial Services
Michigan
$163K – – –
AWM
700
Abound Wealth Management
Tennessee
$161K +$147 +3 +0.1%
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28
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