We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
CarsonAllaria Wealth Management
Illinois
$6.71M -$168K -3,428 -2%
NWM
177
Northwest Wealth Management
Iowa
$6.58M -$70K -1,427 -1%
AWMM
178
Aegis Wealth Management (Maryland)
Maryland
$6.58M -$550K -11,220 -8%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$6.57M -$8.93K -182 -0.1%
AWP
180
Abacus Wealth Partners
California
$6.56M +$529K +10,781 +9%
SC
181
Shearwater Capital
Colorado
$6.45M -$63.3K -1,290 -1%
EFP
182
EnRich Financial Partners
Wisconsin
$6.38M -$58.8K -1,198 -0.9%
SIS
183
Strategic Investment Solutions
Illinois
$6.31M -$24K -489 -0.4%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$6.3M -$44.8K -913 -0.7%
LG
185
LAM Group
Oregon
$6.27M -$46.8K -954 -0.7%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$6.22M +$1.05M +21,438 +20%
HIP
187
HUB Investment Partners
Texas
$6.18M +$6.01M +122,428 +2,353%
GAM
188
GEM Asset Management
Michigan
$6.18M +$82.4K +1,680 +1%
BIG
189
Builder Investment Group
Georgia
$6.17M – – –
CCM
190
Colorado Capital Management
Colorado
$6.16M -$165K -3,357 -3%
GCA
191
Gradient Capital Advisors
California
$6.1M -$222K -4,530 -3%
AC
192
Annandale Capital
Texas
$6.07M -$49.8K -1,015 -0.8%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$6.04M +$69.5K +1,417 +1%
BFPW
194
BOK Financial Private Wealth
Colorado
$6.01M -$12.6K -256 -0.2%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$5.99M +$808K +16,472 +15%
WAM
196
WNY Asset Management
New York
$5.93M +$6.01M +122,439 New
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$5.74M -$569K -11,600 -9%
MFG
198
Merit Financial Group
Georgia
$5.7M +$4.29M +87,437 +289%
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$5.7M -$349K -7,108 -6%
FWM
200
Forteris Wealth Management
New York
$5.68M +$143K +2,917 +3%