We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Altiora Financial Group
Ohio
$13M -$667K -14,706 -5%
AA
127
Addison Advisors
Vermont
$12.8M +$204K +4,491 +2%
BA
128
Bridgewater Advisors
New York
$12.6M -$33.4K -737 -0.3%
QCM
129
Quantinno Capital Management
New York
$12.5M +$5.17M +114,034 +74%
FF
130
Frankly Finances
Florida
$12.4M +$12.1M +265,830 New
SCM
131
SB Capital Management
California
$12.3M +$12M +264,597 New
LFA
132
Lauterbach Financial Advisors
Texas
$12.1M +$1.68K +37 +0%
EWA
133
EP Wealth Advisors
California
$12.1M +$11.8M +259,781 New
ALWM
134
Andrews Lucia Wealth Management
California
$12.1M -$2M -44,195 -15%
VPWA
135
Vestia Personal Wealth Advisors
Indiana
$12M +$73.9K +1,629 +0.7%
Wells Fargo
136
Wells Fargo
California
$11.5M +$591K +13,022 +6%
IAG
137
Investmark Advisory Group
Connecticut
$10.9M -$190K -4,200 -2%
KAS
138
Kestra Advisory Services
Texas
$10.8M -$645K -14,218 -6%
RFA
139
RTD Financial Advisors
Pennsylvania
$10.7M -$51.2K -1,128 -0.5%
JWM
140
JDH Wealth Management
California
$10.4M -$62K -1,367 -0.6%
BH
141
Burk Holdings
Oklahoma
$10.1M +$242K +5,338 +3%
CWMA
142
Capstone Wealth Management (Alabama)
Alabama
$9.94M -$73.5K -1,620 -0.8%
TFA
143
Tobias Financial Advisors
Florida
$9.77M -$13.1K -288 -0.1%
VCM
144
Versant Capital Management
Arizona
$9.54M -$59.2K -1,305 -0.6%
RLWM
145
RF&L Wealth Management
Massachusetts
$9.53M -$140K -3,095 -1%
GA
146
Greenspring Advisors
Maryland
$9.5M +$7.81M +172,290 +547%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$9.2M +$1.32M +29,156 +17%
PCM
148
Peirce Capital Management
Texas
$9.17M +$51.4K +1,133 +0.6%
MCM
149
MAI Capital Management
Ohio
$9.17M -$1.13M -24,926 -11%
LFA
150
Level Financial Advisors
New York
$9.08M -$135K -2,982 -2%