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Dimensional International Value ETF
DFIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
SVB Wealth
Massachusetts
$242K +$250K +6,809 New
VWA
502
VERITY Wealth Advisors
United States
$240K – – –
FA
503
Faithward Advisors
Pennsylvania
$239K +$17.6K +480 +8%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$229K – – –
PWA
505
Physician Wealth Advisors
Utah
$221K – – –
GSAM
506
Grant Street Asset Management
Pennsylvania
$217K +$1.14K +31 +0.5%
MIC
507
Meridian Investment Counsel
California
$213K – – –
FA
508
Fortis Advisors
Pennsylvania
$212K +$2.13K +58 +1%
RWM
509
Rockwood Wealth Management
Pennsylvania
$212K +$4.47K +122 +2%
VF
510
Vestment Financial
Minnesota
$212K +$217K +5,923 New
CCM
511
Coldstream Capital Management
Washington
$211K +$218K +5,956 New
IF
512
Intrua Financial
Texas
$211K – – –
GD
513
Grandfield & Dodd
New York
$208K – – –
QCM
514
QRG Capital Management
Illinois
$206K +$213K +5,806 New
RWA
515
Redhawk Wealth Advisors
Minnesota
$205K -$2.09K -57 -1%
CSP
516
Cary Street Partners
Virginia
$202K +$209K +5,697 New
KPWM
517
KDK Private Wealth Management
Texas
$200K +$207K +5,641 New
GRP
518
Global Retirement Partners
California
$198K +$89.4K +2,439 +78%
PTC
519
Private Trust Company
Ohio
$192K – – –
CT
520
Caldwell Trust
Florida
$182K +$188K +5,130 New
RBC
521
Roble Belko & Company
Pennsylvania
$159K – – –
IA
522
IFP Advisors
Florida
$153K +$61.8K +1,686 +64%
AIP
523
Ameritas Investment Partners
Nebraska
$146K +$6.05K +165 +4%
ACA
524
Aptus Capital Advisors
Alabama
$132K -$7.77K -212 -5%
T
525
Transce3nd
Texas
$128K +$129K +3,516 New
19 20
21
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