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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Eclectic Associates
California
$40.8M +$13.9M +362,827 +54%
DPI
27
Diversified Portfolios Inc
Michigan
$40.5M +$4.15M +108,401 +12%
Bank of America
28
Bank of America
North Carolina
$40.5M +$2.54M +66,311 +7%
DWP
29
Destiny Wealth Partners
Florida
$40.2M -$1.01M -26,378 -3%
TH
30
Team Hewins
California
$37M -$344K -8,994 -1%
GOCP
31
Great Oak Capital Partners
Massachusetts
$37M +$355K +9,267 +1%
OIA
32
OneDigital Investment Advisors
Kansas
$36.5M -$491K -12,819 -1%
Raymond James Financial
33
Raymond James Financial
Florida
$36.4M +$5.2M +135,769 +17%
AIM
34
Acropolis Investment Management
Missouri
$36.3M +$433K +11,311 +1%
TWM
35
Tumwater Wealth Management
Idaho
$35.9M +$457K +11,935 +1%
LW
36
Linscomb Wealth
Texas
$34.3M +$1.11M +28,879 +3%
EFP
37
EnRich Financial Partners
Wisconsin
$33.7M -$2.13M -55,590 -6%
Betterment LLC
38
Betterment LLC
New York
$33.4M +$1.24M +32,303 +4%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$31.7M +$1.54M +40,163 +5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$31.5M +$3.87M +101,002 +15%
TFG
41
Tilson Financial Group
New Jersey
$31.2M +$275K +7,179 +0.9%
FVIM
42
Fort Vancouver Investment Management
Washington
$30.7M -$249K -6,504 -0.8%
LFP
43
Lakeshore Financial Planning
Michigan
$30.3M -$6.3M -164,476 -18%
W
44
WPWealth
Texas
$29.8M -$2.73M -71,184 -9%
ACC
45
Acorn Creek Capital
Colorado
$29.6M -$1.68M -43,852 -6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$29.1M +$4.65M +121,354 +20%
TFA
47
Tobias Financial Advisors
Florida
$28.3M +$913K +23,840 +3%
V
48
VeraBank
Texas
$28.1M +$5.99M +156,485 +28%
SHF
49
Stage Harbor Financial
Massachusetts
$27.8M +$1.41M +36,790 +6%
WA
50
Wealth Architects
California
$27.2M -$380K -9,928 -1%