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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Canvas Wealth Advisors
Kansas
$432K +$38.3K +1,000 +10%
IAG
302
Investment Advisory Group
Massachusetts
$428K +$38 +1 +0%
DFP
303
Donalies Financial Planning
District of Columbia
$426K +$63.9K +1,669 +18%
Wells Fargo
304
Wells Fargo
California
$424K +$405K +10,575 +6,609%
QWM
305
Quadcap Wealth Management
Texas
$420K +$83.3K +2,176 +26%
TCRG
306
Twin Cities Retirement Group
Minnesota
$411K -$13K -340 -3%
5NPW
307
55 North Private Wealth
Florida
$402K -$728 -19 -0.2%
VWA
308
Valued Wealth Advisors
Utah
$401K +$9.92K +259 +3%
DAS
309
Dynamic Advisor Solutions
Arizona
$401K +$43.2K +1,129 +13%
SNBOSD
310
Security National Bank of So Dak
Iowa
$394K +$50.2K +1,310 +15%
AWM
311
Austin Wealth Management
Texas
$392K +$8.81K +230 +2%
RWM
312
Riverchase Wealth Management
Texas
$386K +$374K +9,755 New
SF
313
Summit Financial
New Jersey
$375K +$1.11K +29 +0.3%
BWM
314
BCO Wealth Management
New Mexico
$368K +$357K +9,315 New
GM
315
GeoWealth Management
Illinois
$368K – – –
SWP
316
Stratos Wealth Partners
Ohio
$365K +$353K +9,225 New
OA
317
Operose Advisors
Wisconsin
$361K -$4.29K -112 -1%
WWM
318
Western Wealth Management
Colorado
$361K +$101K +2,632 +41%
MKW
319
Mullaney, Keating & Wright
Connecticut
$360K +$230 +6 +0.1%
DFS
320
Dixon Fnancial Services
California
$359K +$86K +2,246 +33%
ACM
321
AlphaStar Capital Management
North Carolina
$353K +$342K +8,930 New
SIMC
322
Squire Investment Management Company
Utah
$348K +$337K +8,790 New
AI
323
Atria Investments
North Carolina
$341K +$330K +8,619 New
TFA
324
TrustWell Financial Advisors
Florida
$340K – – –
AFO
325
Aurelius Family Office
New Hampshire
$340K -$1.03K -27 -0.3%