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Dimensional International Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
526
International Private Wealth Advisors
California
$396K +$384K +8,588 New
AFA
527
Arlington Financial Advisors
California
$386K +$374K +8,363 New
BFPW
528
BOK Financial Private Wealth
Colorado
$385K – – –
IA
529
Integrity Alliance
Iowa
$385K -$9.84K -220 -3%
PFPT
530
Pinnacle Financial Partners (Tennessee)
Tennessee
$384K – – –
PFA
531
Pure Financial Advisors
California
$382K +$8.9K +199 +2%
Bank of Montreal
532
Bank of Montreal
Ontario, Canada
$380K +$179K +4,012 +95%
CSP
533
Cary Street Partners
Virginia
$379K +$36.1K +808 +11%
PCM
534
Parsons Capital Management
Rhode Island
$379K +$368K +8,221 New
CIA
535
Capital Investment Advisors
Georgia
$379K – – –
NFP
536
Narus Financial Partners
Utah
$378K +$30.6K +683 +9%
CFS
537
CRA Financial Services
New Jersey
$373K – – –
LGWM
538
Litman Gregory Wealth Management
California
$373K -$2.95K -66 -0.8%
SIC
539
Samalin Investment Counsel
New York
$364K +$7.38K +165 +2%
EFP
540
Elser Financial Planning
Indiana
$359K – – –
TIAA Trust, National Association
541
TIAA Trust, National Association
North Carolina
$357K -$6.4K -143 -2%
FFM
542
Flagstone Financial Management
Nebraska
$353K -$6K -134 -2%
BWG
543
Beta Wealth Group
California
$351K +$57K +1,274 +20%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$347K -$3.35K -75 -1%
PHS
545
Pekin Hardy Strauss
Illinois
$345K +$16.6K +371 +5%
HA
546
Huntleigh Advisors
Missouri
$345K +$334K +7,473 New
SAM
547
Secure Asset Management
Michigan
$343K +$331K +7,410 New
CFG
548
Clayton Financial Group
Missouri
$343K – – –
BAAM
549
Baker Avenue Asset Management
California
$341K – – –
SDWIA
550
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$339K +$14.9K +334 +5%