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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$447M +$471M +14,157,334 New
SC
2
Savant Capital
Illinois
$261M +$275M +8,253,900 New
BDF
3
Balasa Dinverno & Foltz
$242M +$255M +7,658,446 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M +$245M +7,369,931 New
PL
5
Plancorp LLC
Missouri
$222M +$233M +7,015,921 New
IFA
6
Index Fund Advisors
California
$221M +$233M +6,988,535 New
Northern Trust
7
Northern Trust
Illinois
$187M +$197M +5,908,514 New
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$181M +$190M +5,723,101 New
MWM
9
Modera Wealth Management
New Jersey
$95.2M +$100M +3,011,657 New
EP
10
Equius Partners
California
$94.6M +$99.6M +2,992,221 New
Creative Planning
11
Creative Planning
Kansas
$79.6M +$83.8M +2,518,817 New
TI
12
Truepoint Inc
Ohio
$68.6M +$72.3M +2,172,071 New
CL
13
Choreo LLC
Illinois
$65.3M +$68.7M +2,065,628 New
TWA
14
TCI Wealth Advisors
Arizona
$59.4M +$62.6M +1,881,030 New
EWM
15
Empirical Wealth Management
Washington
$55.4M +$58.3M +1,752,621 New
RFA
16
Radnor Financial Advisors
Pennsylvania
$54.3M +$57.1M +1,717,098 New
SP
17
Symmetry Partners
Connecticut
$50.7M +$53.4M +1,604,857 New
FG
18
Foster Group
Iowa
$50.6M +$53.3M +1,600,506 New
FPAS
19
Focus Partners Advisor Solutions
Missouri
$48.2M +$50.7M +1,524,188 New
JTWM
20
Jackson Thornton Wealth Management
Alabama
$47.7M +$50.2M +1,509,659 New
BHWM
21
Beaird Harris Wealth Management
Texas
$46.2M +$48.6M +1,460,816 New
PFO
22
Pathstone Family Office
New Jersey
$44.6M +$47M +1,411,389 New
FFM
23
Forum Financial Management
Illinois
$42.8M +$45.1M +1,354,451 New
EAM
24
Evanson Asset Management
California
$39.5M +$41.6M +1,249,119 New
WCWM
25
Willow Creek Wealth Management
California
$38.6M +$40.7M +1,221,579 New
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