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
$1.86B +$78.4M +1,727,520 +5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$927M +$604M +13,311,716 +202%
SC
3
Savant Capital
Illinois
$735M -$9.87M -217,567 -1%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$688M +$3.9M +85,893 +0.6%
Northern Trust
5
Northern Trust
Illinois
$274M -$3.27M -72,025 -1%
IFA
6
Index Fund Advisors
California
$267M -$4.25M -93,610 -2%
PL
7
Plancorp LLC
Missouri
$267M -$5.27M -116,257 -2%
Creative Planning
8
Creative Planning
Kansas
$235M -$4.04M -89,099 -2%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$216M +$38.9M +857,772 +23%
HighTower Advisors
10
HighTower Advisors
Illinois
$211M -$1.17M -25,901 -0.6%
TWA
11
TCI Wealth Advisors
Arizona
$155M +$12.6M +278,384 +9%
EWM
12
Empirical Wealth Management
Washington
$142M +$8.01M +176,588 +6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$130M -$3.73M -82,181 -3%
Cerity Partners
14
Cerity Partners
New York
$115M -$1.71M -37,618 -1%
MWM
15
Modera Wealth Management
New Jersey
$102M -$2.12M -46,786 -2%
MPW
16
MASECO Private Wealth
$94.7M -$207K -4,561 -0.2%
TI
17
Truepoint Inc
Ohio
$91.6M -$750K -16,546 -0.8%
TCOTS
18
Trust Company of the South
North Carolina
$82.1M -$441K -9,712 -0.5%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$81.5M +$86.6K +1,909 +0.1%
Raymond James Financial
20
Raymond James Financial
Florida
$63.6M -$1.21M -26,768 -2%
LPL Financial
21
LPL Financial
California
$63.1M +$875K +19,301 +1%
EAM
22
Evanson Asset Management
California
$62.1M +$695K +15,312 +1%
BPA
23
Beacon Pointe Advisors
California
$61.5M +$4.68M +103,281 +8%
CL
24
Choreo LLC
Illinois
$61.1M -$445K -9,810 -0.7%
FG
25
Foster Group
Iowa
$59.7M -$897K -19,780 -2%