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Dimensional US Large Cap Value ETF
DFLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
251
Waterloo Capital
Texas
$807K -$31.5M -822,779 -98%
WTA
252
Washington Trust Advisors
Massachusetts
$796K +$1.88K +49 +0.2%
FFO
253
Fortitude Family Office
Arizona
$795K -$92K -2,402 -11%
CIA
254
Concurrent Investment Advisors
Florida
$789K +$764K +19,946 New
TWP
255
Tyche Wealth Partners
Texas
$764K – – –
W
256
WorthPointe
California
$757K +$118K +3,086 +19%
TIM
257
Tortoise Investment Management
New York
$744K – – –
IA
258
IFG Advisory
Georgia
$742K +$719K +18,775 New
CCM
259
Cloud Capital Management
Washington
$738K +$1.99K +52 +0.3%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$732K +$115K +3,012 +19%
OC
261
Optima Capital
Oregon
$731K – – –
PWM
262
Parkshore Wealth Management
California
$721K -$28.7K -750 -4%
EFG
263
Everest Financial Group
Minnesota
$685K +$2.3K +60 +0.3%
TWM
264
TRB Wealth Management
Texas
$667K +$276K +7,219 +75%
NGA
265
Naples Global Advisors
Florida
$664K – – –
WMN
266
Wealth Management Nebraska
Nebraska
$660K +$19.2K +502 +3%
CPA
267
Cardiff Park Advisors
California
$657K -$399K -10,428 -39%
TC
268
TAGStone Capital
North Carolina
$652K +$383 +10 +0.1%
OFS
269
Opus Financial Solutions
Illinois
$651K +$35.8K +935 +6%
MWM
270
Momentous Wealth Management
Washington
$637K -$141K -3,689 -19%
VWA
271
Vistica Wealth Advisors
California
$636K -$266K -6,955 -30%
AFG
272
Atomi Financial Group
New York
$635K +$224K +5,862 +58%
SCA
273
Strathmore Capital Advisors
North Carolina
$633K +$24.5K +640 +4%
EB
274
Eastern Bank
Massachusetts
$623K -$130K -3,382 -18%
BCA
275
Bay Colony Advisors
Massachusetts
$614K +$4.79K +125 +0.8%
9 10
11
12 13