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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
151
Investment Advisory Group
Massachusetts
$2.04M +$2.15M +64,652 New
QFA
152
Quantum Financial Advisors
California
$2.03M +$2M +59,998 New
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$2M +$2.11M +63,282 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$2M +$2.1M +63,236 New
3LCM
155
3D/L Capital Management
Connecticut
$1.96M +$2.06M +61,872 New
Bank of New York Mellon
156
Bank of New York Mellon
New York
$1.92M +$2.03M +60,886 New
FNB
157
Farmers National Bank
Kentucky
$1.84M +$1.94M +58,313 New
Morgan Stanley
158
Morgan Stanley
New York
$1.77M +$1.86M +56,033 New
VFA
159
Valeo Financial Advisors
Indiana
$1.74M +$1.83M +54,958 New
Brown Advisory
160
Brown Advisory
Maryland
$1.72M +$1.81M +54,325 New
HSG
161
Helen Stephens Group
Texas
$1.64M +$1.72M +51,766 New
Stifel Financial
162
Stifel Financial
Missouri
$1.57M +$1.65M +49,607 New
WIM
163
Warwick Investment Management
Texas
$1.54M +$1.62M +48,653 New
AFS
164
Annapolis Financial Services
Maryland
$1.53M +$1.61M +48,289 New
CPIG
165
Chicago Partners Investment Group
Illinois
$1.52M +$1.51M +45,515 New
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$1.52M +$1.6M +48,022 New
AWA
167
Arete Wealth Advisors
Illinois
$1.48M +$1.55M +46,686 New
US Bancorp
168
US Bancorp
Minnesota
$1.47M +$1.55M +46,622 New
TC
169
TAGStone Capital
North Carolina
$1.47M +$1.55M +46,515 New
SSW
170
Stone Summit Wealth
Florida
$1.44M +$1.52M +45,703 New
RPCA
171
Running Point Capital Advisors
California
$1.43M +$1.51M +45,252 New
MGIA
172
Moneta Group Investment Advisors
Missouri
$1.43M +$1.51M +45,222 New
APC
173
Asset Planning Corporation
Tennessee
$1.39M +$1.46M +43,833 New
TFO
174
Tarbox Family Office
California
$1.38M +$1.45M +43,691 New
GRP
175
Global Retirement Partners
California
$1.35M +$1.42M +42,698 New
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