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
$1.41B +$115M +2,743,429 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26B -$143M -3,402,217 -10%
SC
3
Savant Capital
Illinois
$695M -$46M -1,095,627 -6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$613M +$17M +404,506 +3%
Corient Private Wealth
5
Corient Private Wealth
Florida
$434M -$9.01M -214,591 -2%
PL
6
Plancorp LLC
Missouri
$261M -$1.9M -45,299 -0.7%
Northern Trust
7
Northern Trust
Illinois
$253M +$7.11M +169,418 +3%
IFA
8
Index Fund Advisors
California
$223M -$31.5M -751,237 -12%
Creative Planning
9
Creative Planning
Kansas
$218M -$3.96M -94,330 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$197M -$5.06M -120,540 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$192M +$4.13M +98,320 +2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$117M -$2.16M -51,354 -2%
EWM
13
Empirical Wealth Management
Washington
$114M +$5.32M +126,746 +5%
TWA
14
TCI Wealth Advisors
Arizona
$102M +$7.89M +188,031 +8%
Cerity Partners
15
Cerity Partners
New York
$99.7M -$2.85M -67,923 -3%
MWM
16
Modera Wealth Management
New Jersey
$95.2M -$2.23M -53,052 -2%
TI
17
Truepoint Inc
Ohio
$75.5M +$900K +21,433 +1%
TCOTS
18
Trust Company of the South
North Carolina
$74.1M -$915K -21,788 -1%
CL
19
Choreo LLC
Illinois
$65.6M -$12.1M -289,385 -15%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$65.6M -$18.6K -444 -0%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$59.4M -$7.85K -187 -0%
BPA
22
Beacon Pointe Advisors
California
$56.3M +$1.05M +25,043 +2%
RFP
23
Root Financial Partners
California
$56.1M -$6.63M -158,054 -10%
FG
24
Foster Group
Iowa
$55.1M -$407K -9,707 -0.7%
LPL Financial
25
LPL Financial
California
$54.8M +$6.23M +148,426 +13%