We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
PBMares Wealth Management
Virginia
$12.8M +$2.66K +80 +0%
CA
77
Claris Advisors
Missouri
$12.5M -$124K -3,725 -1%
JWS
78
Juncture Wealth Strategies
Arizona
$12.4M -$1.69M -50,859 -12%
HighTower Advisors
79
HighTower Advisors
Illinois
$12.2M -$304K -9,155 -2%
MFWP
80
Mosaic Family Wealth Partners
Missouri
$12.1M +$12.1M +362,869 New
Mariner
81
Mariner
Kansas
$12.1M -$937K -28,201 -7%
MG
82
Mather Group
Illinois
$12M +$1.88M +56,613 +19%
FSWA
83
Financial Synergies Wealth Advisors
Texas
$11.9M +$46K +1,385 +0.4%
ALWM
84
Andrews Lucia Wealth Management
California
$11.8M +$321K +9,645 +3%
DPI
85
Diversified Portfolios Inc
Michigan
$11.8M +$3.34M +100,491 +40%
AAM
86
Austin Asset Management
Texas
$11.7M
API
87
Advisor Partners II
California
$11.4M +$7.48M +225,165 +197%
SFA
88
Sequoia Financial Advisors
Ohio
$11.3M +$20.4K +615 +0.2%
IWC
89
Integrated Wealth Concepts
Massachusetts
$11.2M +$177K +5,324 +2%
RFA
90
RTD Financial Advisors
Pennsylvania
$10.3M -$75.9K -2,283 -0.7%
SIS
91
Strategic Investment Solutions
Illinois
$9.98M +$9.25M +278,448 New
LFA
92
Lauterbach Financial Advisors
Texas
$9.93M +$83.1K +2,502 +0.9%
TFA
93
Triad Financial Advisors
North Carolina
$9.74M +$5.43M +163,326 +128%
ASI
94
Advisory Services & Investments
Oregon
$9.7M -$756K -22,763 -7%
SWM
95
Soundmark Wealth Management
Washington
$9.68M -$74.4K -2,238 -0.8%
TFA
96
Tobias Financial Advisors
Florida
$9.51M -$86K -2,587 -0.9%
KAS
97
Kestra Advisory Services
Texas
$9.41M -$2.7M -81,139 -22%
SWA
98
ShankerValleau Wealth Advisors
Illinois
$9.33M -$434K -13,056 -4%
UCFA
99
United Capital Financial Advisors
Texas
$9.25M -$120K -3,599 -1%
MCM
100
MAI Capital Management
Ohio
$8.9M +$198K +5,960 +2%