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
$1.46B +$255M +6,319,926 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.37B +$235M +5,824,387 +21%
SC
3
Savant Capital
Illinois
$772M +$6.53M +161,486 +0.9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$600M +$581M +14,364,814 +60,071%
Corient Private Wealth
5
Corient Private Wealth
Florida
$454M -$2.71M -67,157 -0.6%
PL
6
Plancorp LLC
Missouri
$270M -$3.58M -88,474 -1%
IFA
7
Index Fund Advisors
California
$264M -$7.49M -185,400 -3%
Northern Trust
8
Northern Trust
Illinois
$248M -$6.17M -152,771 -3%
Creative Planning
9
Creative Planning
Kansas
$228M -$5.51M -136,285 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$205M -$3.84M -95,109 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$145M -$740K -18,303 -0.5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$121M -$15.3M -377,659 -11%
Cerity Partners
13
Cerity Partners
New York
$105M +$3M +74,115 +3%
EWM
14
Empirical Wealth Management
Washington
$103M +$9.49M +234,926 +10%
MWM
15
Modera Wealth Management
New Jersey
$99.6M -$1.28M -31,737 -1%
TWA
16
TCI Wealth Advisors
Arizona
$93.5M +$2.82M +69,782 +3%
CL
17
Choreo LLC
Illinois
$79M +$152K +3,753 +0.2%
TCOTS
18
Trust Company of the South
North Carolina
$76.6M -$491K -12,139 -0.7%
TI
19
Truepoint Inc
Ohio
$76M -$568K -14,055 -0.8%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$71.8M +$2.31M +57,112 +3%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$61M -$551K -13,640 -0.9%
FG
22
Foster Group
Iowa
$59.6M -$1.43M -35,464 -2%
RIM
23
RW Investment Management
Idaho
$56.6M +$624K +15,430 +1%
EAM
24
Evanson Asset Management
California
$55.7M +$317K +7,832 +0.6%
BPA
25
Beacon Pointe Advisors
California
$55.4M -$1.06M -26,271 -2%