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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Calton & Associates
Florida
$323K +$56.7K +1,481 +22%
FCP
327
Fidelis Capital Partners
Florida
$307K +$1.07K +28 +0.4%
XPN
328
XY Planning Network
Montana
$291K +$281K +7,347 New
AFG
329
ABLE Financial Group
Arizona
$285K -$3.94K -103 -1%
JIC
330
Johnson Investment Counsel
Ohio
$285K +$276K +7,204 New
SCTC
331
Sanibel Captiva Trust Company
Florida
$270K -$210K -5,490 -45%
HP
332
Haven Private
Florida
$268K -$119K -3,105 -31%
EFG
333
Everhart Financial Group
Ohio
$263K -$277K -7,226 -52%
IA
334
Integrity Alliance
Iowa
$260K +$251K +6,566 New
MA
335
Mutual Advisors
Nebraska
$253K +$245K +6,405 New
E
336
EntreWealth
Texas
$252K +$234K +6,104 New
HNB
337
Huntington National Bank
Ohio
$252K
OCA
338
OpenArc Corporate Advisory
Georgia
$250K +$242K +6,314 New
RIP
339
RAM Investment Partners
Washington
$249K +$9.54K +249 +4%
PWMG
340
Pioneer Wealth Management Group
Texas
$248K
FWM
341
Fonville Wealth Management
Virginia
$243K
WANY
342
Wealthspire Advisors (New York)
New York
$242K +$234K +6,117 New
LFS
343
Lutz Financial Services
Nebraska
$236K +$229K +5,972 New
SAM
344
Smartleaf Asset Management
Massachusetts
$235K
CPA
345
Capital Performance Advisors
California
$234K
XT
346
XTX Topco
Cayman Islands
$230K -$33.3K -869 -13%
VWA
347
VSM Wealth Advisory
Maryland
$230K +$223K +5,811 New
VAG
348
VisionPoint Advisory Group
Texas
$230K
HIP
349
HUB Investment Partners
Texas
$225K +$218K +5,699 New
UBS Group
350
UBS Group
Switzerland
$224K +$217K +5,656 New