We are live on ! Find out more
DFUV icon

Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$750M +$84.5M +2,455,334 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$730M +$64.6M +1,878,140 +11%
SC
3
Savant Capital
Illinois
$606M +$48.6M +1,411,505 +9%
BSW
4
Buckingham Strategic Wealth
Missouri
$535M -$6.11M -177,542 -1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$412M -$2.76M -80,128 -0.7%
IFA
6
Index Fund Advisors
California
$253M -$4.68M -135,943 -2%
PL
7
Plancorp LLC
Missouri
$252M -$993K -28,838 -0.4%
Northern Trust
8
Northern Trust
Illinois
$217M +$2.54M +73,834 +1%
RCG
9
Resource Consulting Group
Florida
$170M -$1.1M -31,816 -0.7%
Creative Planning
10
Creative Planning
Kansas
$158M -$2.45M -71,052 -2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$130M -$3.47M -100,759 -3%
MWM
12
Modera Wealth Management
New Jersey
$91.3M -$1.59M -46,095 -2%
Cerity Partners
13
Cerity Partners
New York
$90.6M +$8.17M +237,254 +11%
MRWM
14
ML&R Wealth Management
Texas
$83.4M +$2.01M +58,319 +3%
TWA
15
TCI Wealth Advisors
Arizona
$77.5M +$760K +22,067 +1%
EWM
16
Empirical Wealth Management
Washington
$76.9M +$6.63M +192,668 +10%
TI
17
Truepoint Inc
Ohio
$75M -$44.4K -1,291 -0.1%
TCOTS
18
Trust Company of the South
North Carolina
$72.1M +$66.7M +1,936,356 New
CL
19
Choreo LLC
Illinois
$68.6M -$1.54M -44,610 -2%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$59.4M -$18.8M -546,143 -25%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$58.9M -$2.43M -70,577 -4%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$56.2M +$52M +1,509,327 New
FFM
23
Forum Financial Management
Illinois
$53.7M -$958K -27,834 -2%
FG
24
Foster Group
Iowa
$51.2M
BHWM
25
Beaird Harris Wealth Management
Texas
$50.1M +$136K +3,940 +0.3%