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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
326
Pioneer Wealth Management Group
Texas
$224K
FWM
327
Fonville Wealth Management
Virginia
$219K
RIP
328
RAM Investment Partners
Washington
$216K -$112K -3,097 -34%
CA
329
Cornerstone Advisory
Maryland
$212K +$214K +5,939 New
LW
330
Lauer Wealth
Indiana
$212K +$207K +5,750 New
CPA
331
Capital Performance Advisors
California
$211K -$10.6K -295 -5%
SWMG
332
Signature Wealth Management Group
Georgia
$209K +$211K +5,857 New
SAM
333
Smartleaf Asset Management
Massachusetts
$207K -$10.6K -295 -5%
VAG
334
VisionPoint Advisory Group
Texas
$207K +$209K +5,807 New
CSP
335
Cary Street Partners
Virginia
$174K -$26.7K -741 -13%
IAAG
336
Innovative Asset Advisors Group
Connecticut
$173K +$175K +4,858 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$158K +$27K +749 +20%
AC
338
AlphaCore Capital
California
$139K +$144 +4 +0.1%
AF
339
Advisornet Financial
Minnesota
$113K
Fidelity Investments
340
Fidelity Investments
Massachusetts
$105K +$45.6K +1,266 +76%
SPIA
341
Steward Partners Investment Advisory
New York
$104K -$36 -1 -0%
DF
342
DecisionPoint Financial
Arizona
$96.9K +$54.1K +1,501 +124%
US Bancorp
343
US Bancorp
Minnesota
$85.7K +$86.5K +2,400 New
MCM
344
MAI Capital Management
Ohio
$85.3K +$2.23K +62 +3%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$69.1K
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$57.2K +$36 +1 +0.1%
AA
347
Addison Advisors
Vermont
$42.3K -$17.3K -480 -29%
AWM
348
Angeles Wealth Management
California
$41K +$41.3K +1,147 New
CTWM
349
Cherry Tree Wealth Management
Minnesota
$40.4K -$1.12K -31 -3%
RF
350
Rossby Financial
Florida
$38.7K +$38.9K +1,080 New