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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Infinity Wealth Counsel
Ohio
$979K +$18.9K +525 +2%
IA
227
IFP Advisors
Florida
$973K
CPA
228
Cardiff Park Advisors
California
$965K -$65.7K -1,824 -6%
Morgan Stanley
229
Morgan Stanley
New York
$945K +$405K +11,248 +74%
FIT
230
Financially in Tune
Massachusetts
$940K +$1.01K +28 +0.1%
CL
231
Choreo LLC
Illinois
$920K -$23.5K -651 -2%
SA
232
Seneschal Advisors
Washington
$894K +$95.6K +2,654 +12%
DWT
233
Dorsey & Whitney Trust
South Dakota
$872K +$12.7K +352 +1%
OIM
234
Oder Investment Management
California
$847K +$287K +7,966 +51%
VWA
235
Vistica Wealth Advisors
California
$823K -$394K -10,945 -32%
ARA
236
Approach Retirement Advisors
Alabama
$809K +$144 +4 +0%
FFO
237
Fortitude Family Office
Arizona
$804K
LIWM
238
Long Island Wealth Management
New York
$791K +$527K +14,619 +194%
FFG
239
Forum Finance Group
$770K +$964K +26,751 New
MWM
240
Mission Wealth Management
California
$769K +$46.9K +1,303 +6%
OPAM
241
Ocean Park Asset Management
California
$761K +$767K +21,300 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$739K +$466K +12,935 +167%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$735K -$1.49M -41,471 -67%
PWM
244
Perigon Wealth Management
California
$733K -$5.95K -165 -0.8%
WTA
245
Washington Trust Advisors
Massachusetts
$717K +$1.77K +49 +0.2%
MWM
246
Momentous Wealth Management
Washington
$707K -$191K -5,312 -21%
PWP
247
Ponta Wealth Partners
Florida
$707K -$328K -9,091 -31%
PAM
248
Pacific Asset Management
Washington
$705K +$90.3K +2,506 +15%
TWP
249
Tyche Wealth Partners
Texas
$690K +$696K +19,316 New
EB
250
Eastern Bank
Massachusetts
$684K -$468K -12,976 -40%