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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$366K -$107K -3,630 -24%
PWM
227
PBMares Wealth Management
Virginia
$365K +$89.9K +3,035 +35%
CCM
228
Cloud Capital Management
Washington
$363K +$269K +9,093 +352%
RFP
229
RCS Financial Planning
Maryland
$354K
MMPW
230
Mitchell McLeod Pugh & Williams
Alabama
$354K +$104K +3,521 +45%
DAS
231
Dynamic Advisor Solutions
Arizona
$339K +$323K +10,916 New
CMBA
232
C.M. Bidwell & Associates
Hawaii
$337K +$87.5K +2,955 +37%
WMN
233
Wealth Management Nebraska
Nebraska
$329K +$315K +10,636 New
RCM
234
RB Capital Management
Nevada
$327K +$12.8K +431 +4%
AFG
235
ABLE Financial Group
Arizona
$322K +$308K +10,391 New
SPC
236
Sigma Planning Corp
Michigan
$305K +$292K +9,847 New
SCA
237
Strathmore Capital Advisors
North Carolina
$304K +$286K +9,644 New
HH
238
Hilltop Holdings
Texas
$301K
CWA
239
Canvas Wealth Advisors
Kansas
$299K
RIP
240
RAM Investment Partners
Washington
$290K -$22.6K -762 -8%
GM
241
GeoWealth Management
Illinois
$289K
AFO
242
Aurelius Family Office
New Hampshire
$283K -$859 -29 -0.3%
KAM
243
KEB Asset Management
Illinois
$263K
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
$250K +$238K +8,045 New
AQR Capital Management
245
AQR Capital Management
Connecticut
$244K +$233K +7,870 New
MKW
246
Mullaney, Keating & Wright
Connecticut
$244K +$89 +3 +0%
CAI
247
Capital Advisors Inc
Oklahoma
$243K +$232K +7,844 New
Morgan Stanley
248
Morgan Stanley
New York
$236K +$96K +3,243 +74%
VT
249
Vise Technologies
New York
$234K +$223K +7,536 New
SWP
250
Stratos Wealth Partners
Ohio
$226K +$216K +7,283 New