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Dimensional International Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Basso Capital Management
Connecticut
$809K -$111K -3,432 -12%
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$806K -$23K -712 -3%
FWP
228
Falcon Wealth Planning
California
$785K -$4.94K -153 -0.6%
MW
229
Marcum Wealth
Ohio
$774K +$2.68K +83 +0.3%
Bank of New York Mellon
230
Bank of New York Mellon
New York
$764K +$188K +5,816 +33%
TC
231
TownSquare Capital
Utah
$764K +$25.8K +799 +3%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$733K -$44.2K -1,368 -6%
PP
233
Prosperity Planning
Missouri
$712K +$84.8K +2,626 +13%
LFA
234
Level Financial Advisors
New York
$687K -$47.1K -1,458 -6%
ASI
235
Advisory Services & Investments
Oregon
$676K +$33.9K +1,049 +5%
ZF
236
Zhang Financial
Michigan
$636K +$2.94K +91 +0.5%
RPCA
237
Running Point Capital Advisors
California
$622K +$2.78K +86 +0.4%
Morgan Stanley
238
Morgan Stanley
New York
$621K -$74K -2,292 -11%
ADL
239
Asset Dedication LLC
California
$613K +$516 +16 +0.1%
PCA
240
Pallas Capital Advisors
Massachusetts
$608K +$588K +18,209 New
NHC
241
Nicholas Hoffman & Company
Georgia
$607K -$109K -3,376 -15%
KeyBank National Association
242
KeyBank National Association
Ohio
$606K – – –
HWM
243
Hemington Wealth Management
Virginia
$586K -$10.2K -316 -2%
PP
244
PrairieView Partners
Minnesota
$580K -$32.3K -1,000 -5%
TFG
245
Tilson Financial Group
New Jersey
$579K +$114K +3,546 +25%
BAM
246
Belpointe Asset Management
Nevada
$577K +$45.1K +1,397 +8%
UA
247
Unison Advisors
District of Columbia
$562K +$2.32K +72 +0.4%
CIAS
248
Capital Investment Advisory Services
North Carolina
$554K +$332K +10,300 +149%
LNC
249
Lincoln National Corp
Pennsylvania
$543K -$47K -1,456 -8%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$543K +$7.71K +239 +1%