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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
126
Morgan Stanley
New York
$7.13M +$3.61M +104,978 +121%
JP Morgan Chase
127
JP Morgan Chase
New York
$7.06M +$3.03M +87,986 +86%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$7.02M -$42.6K -1,239 -0.7%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$6.97M -$446K -12,947 -6%
JWA
130
JFS Wealth Advisors
Pennsylvania
$6.95M +$13.7K +397 +0.2%
OIA
131
OneDigital Investment Advisors
Kansas
$6.93M +$6.41M +186,233 New
GLLW
132
Graves Light Lenhart Wealth
Virginia
$6.9M +$401K +11,664 +7%
PCM
133
Peirce Capital Management
Texas
$6.7M +$6.19M +179,970 New
CCM
134
Colorado Capital Management
Colorado
$6.7M +$26K +755 +0.4%
WA
135
Wealthstream Advisors
New York
$6.42M -$200K -5,799 -3%
UBS Group
136
UBS Group
Switzerland
$6.32M +$992K +28,813 +20%
TWP
137
Total Wealth Planning
Ohio
$6.31M -$1.53M -44,369 -21%
FFA
138
Farther Finance Advisors
California
$6.3M +$5.75M +167,070 +7,763%
VCM
139
Versant Capital Management
Arizona
$6.13M +$239K +6,953 +4%
WAM
140
WNY Asset Management
New York
$6M -$277K -8,059 -5%
EFG
141
Embree Financial Group
Illinois
$5.96M +$5.51M +160,195 New
AWP
142
Abacus Wealth Partners
California
$5.77M -$8.23K -239 -0.2%
CTWM
143
Cherry Tree Wealth Management
Minnesota
$5.75M +$8.47K +246 +0.2%
CAM
144
Cresset Asset Management
Illinois
$5.62M -$296K -8,591 -5%
Financial Engines Advisors
145
Financial Engines Advisors
California
$5.6M +$33.2K +964 +0.6%
BFPW
146
BOK Financial Private Wealth
Colorado
$5.6M -$42.9K -1,245 -0.8%
SC
147
Shearwater Capital
Colorado
$5.59M – – –
EFP
148
EnRich Financial Partners
Wisconsin
$5.39M +$4.98M +144,810 New
LFS
149
Lutz Financial Services
Nebraska
$5.34M -$104K -3,009 -2%
AC
150
Annandale Capital
Texas
$5.34M -$103K -2,987 -2%
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