We are live on ! Find out more
DFLV icon

Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
Samalin Investment Counsel
New York
$1.21M -$22.6K -590 -2%
EIA
227
Eldridge Investment Advisors
New Hampshire
$1.19M -$2.44M -63,612 -68%
OA
228
Oceanside Advisors
South Carolina
$1.18M -$15.6K -407 -1%
MWM
229
Mission Wealth Management
California
$1.18M +$317K +8,274 +38%
TSWM
230
Triangle Securities Wealth Management
North Carolina
$1.16M +$471K +12,298 +72%
SFP
231
Sterling Financial Planning
New Jersey
$1.15M +$26.2K +685 +2%
CCWA
232
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M +$1.11M +28,881 New
Baird Financial Group
233
Baird Financial Group
Wisconsin
$1.14M +$312K +8,143 +39%
SWM
234
Spire Wealth Management
Virginia
$1.13M -$96.7K -2,524 -8%
CL
235
Choreo LLC
Illinois
$1.12M +$98.5K +2,571 +10%
FFG
236
Forum Finance Group
$1.05M +$235K +6,140 +23%
CPW
237
Cogent Private Wealth
Florida
$1.01M +$266K +6,947 +37%
OIM
238
Oder Investment Management
California
$1.01M +$69.1K +1,804 +8%
SA
239
Seneschal Advisors
Washington
$982K -$7.32K -191 -0.8%
DWT
240
Dorsey & Whitney Trust
South Dakota
$978K +$12K +314 +1%
SNBOSCI
241
Security National Bank of Sioux City Iowa
Iowa
$972K +$497K +12,967 +112%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$952K +$134K +3,512 +17%
LIWM
243
Long Island Wealth Management
New York
$933K +$55.5K +1,450 +7%
FCM
244
Fortis Capital Management
Washington
$930K -$174K -4,539 -16%
TRCT
245
Tower Research Capital (TRC)
New York
$900K +$872K +22,757 New
ARA
246
Approach Retirement Advisors
Alabama
$896K +$115 +3 +0%
OPAM
247
Ocean Park Asset Management
California
$842K – – –
IA
248
IFP Advisors
Florida
$822K -$248K -6,467 -24%
PAM
249
Pacific Asset Management
Washington
$817K +$35.3K +922 +5%
MA
250
McGrath & Associates
North Carolina
$809K -$1.19M -31,129 -60%