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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$310K -$651K -20,352 -68%
GM
252
GeoWealth Management
Illinois
$306K
AFO
253
Aurelius Family Office
New Hampshire
$293K -$6.68K -209 -2%
RIP
254
RAM Investment Partners
Washington
$289K -$18.2K -568 -6%
Morgan Stanley
255
Morgan Stanley
New York
$284K +$33.1K +1,034 +14%
XT
256
XTX Topco
Cayman Islands
$281K +$273K +8,537 New
MKW
257
Mullaney, Keating & Wright
Connecticut
$279K +$19.8K +618 +8%
KAM
258
KEB Asset Management
Illinois
$279K
QWM
259
Quadcap Wealth Management
Texas
$278K -$123K -3,846 -31%
SF
260
Summit Financial
New Jersey
$263K +$255K +7,986 New
LWM
261
LJI Wealth Management
Indiana
$259K -$776K -24,271 -76%
CAI
262
Capital Advisors Inc
Oklahoma
$258K
AFG
263
ABLE Financial Group
Arizona
$254K -$85.2K -2,662 -26%
SWP
264
Stratos Wealth Partners
Ohio
$246K +$5.92K +185 +3%
ME
265
McIlrath & Eck
Washington
$245K +$161K +5,027 +209%
PAM
266
Pacific Asset Management
Washington
$241K +$21.4K +669 +10%
WA
267
Wealthstream Advisors
New York
$239K +$1.02K +32 +0.4%
LIWM
268
Long Island Wealth Management
New York
$235K +$229K +7,147 New
RCAG
269
Rehmann Capital Advisory Group
Michigan
$235K
FC
270
Family CFO
California
$227K
CPA
271
Capital Performance Advisors
California
$207K +$201K +6,278 New
PWMG
272
Pioneer Wealth Management Group
Texas
$206K +$201K +6,276 New
CSP
273
Cary Street Partners
Virginia
$203K +$320 +10 +0.2%
FWM
274
Fonville Wealth Management
Virginia
$202K +$197K +6,145 New
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$202K +$196K +6,126 New