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Dimensional US Large Cap Value ETF
DFLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
251
Parkshore Wealth Management
California
$678K +$55.9K +1,551 +9%
TIM
252
Tortoise Investment Management
New York
$672K +$252K +7,000 +59%
CPW
253
Cogent Private Wealth
Florida
$668K -$12.1K -336 -2%
CCM
254
Cloud Capital Management
Washington
$664K +$248K +6,878 +59%
OC
255
Optima Capital
Oregon
$661K – – –
EFG
256
Everest Financial Group
Minnesota
$616K +$622K +17,264 New
TSWM
257
Triangle Securities Wealth Management
North Carolina
$610K +$289K +8,025 +89%
NGA
258
Naples Global Advisors
Florida
$600K – – –
TC
259
TAGStone Capital
North Carolina
$588K +$4.29K +119 +0.7%
WMN
260
Wealth Management Nebraska
Nebraska
$578K +$182K +5,062 +45%
W
261
WorthPointe
California
$573K +$79.3K +2,201 +16%
SCA
262
Strathmore Capital Advisors
North Carolina
$565K +$162K +4,506 +43%
OFS
263
Opus Financial Solutions
Illinois
$554K -$9.55K -265 -2%
CMBA
264
C.M. Bidwell & Associates
Hawaii
$553K +$62K +1,721 +12%
BCA
265
Bay Colony Advisors
Massachusetts
$550K +$148K +4,097 +36%
CAM
266
Clark Asset Management
New Hampshire
$545K +$174K +4,816 +46%
SWGC
267
Summit Wealth Group (Colorado)
Colorado
$534K – – –
FWMP
268
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$533K – – –
SM
269
Sensible Money
Arizona
$527K +$11.8K +327 +2%
WWA
270
Wingate Wealth Advisors
Massachusetts
$520K +$1.91K +53 +0.4%
ADL
271
Asset Dedication LLC
California
$517K +$1.73K +48 +0.3%
EWA
272
EQ Wealth Advisors
Texas
$517K -$2.13K -59 -0.4%
WF
273
Warner Financial
Maryland
$513K +$58.1K +1,612 +13%
MWM
274
Melfa Wealth Management
Massachusetts
$512K – – –
EFG
275
Everhart Financial Group
Ohio
$496K +$500K +13,887 New
9 10
11
12 13