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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TH
26
Team Hewins
California
$21.1M +$221K +7,609 +1%
BPA
27
Beacon Pointe Advisors
California
$20.7M +$722K +24,832 +4%
TWP
28
Total Wealth Planning
Ohio
$20.5M +$2.95M +101,457 +18%
AIM
29
Acropolis Investment Management
Missouri
$19.9M +$2.54M +87,214 +15%
AAP
30
Arax Advisory Partners
Colorado
$18.5M -$201K -6,907 -1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$18.5M -$688K -23,670 -4%
JC
32
Jentner Corp
Ohio
$17.8M +$2.94M +101,050 +20%
LFP
33
Lakeshore Financial Planning
Michigan
$17.1M -$298K -10,247 -2%
ACC
34
Acorn Creek Capital
Colorado
$15.7M +$489K +16,817 +3%
TFG
35
Tilson Financial Group
New Jersey
$12.8M +$772K +26,557 +6%
SC
36
Schoolcraft Capital
Colorado
$12.7M +$2.53M +86,818 +25%
CF
37
Corrigan Financial
Rhode Island
$12.7M
WA
38
Wealth Architects
California
$12.2M +$1.2M +41,354 +11%
TFA
39
Tobias Financial Advisors
Florida
$11.6M +$2.36M +81,277 +25%
LWM
40
Liberty Wealth Management
California
$11.5M +$8.95M +307,868 +79%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$11M +$1.86M +64,081 +20%
DPI
42
Diversified Portfolios Inc
Michigan
$10.7M +$4.43M +152,334 +70%
EAM
43
Evanson Asset Management
California
$10.4M +$827K +28,445 +9%
SHF
44
Stage Harbor Financial
Massachusetts
$10.2M +$867K +29,805 +9%
V
45
VeraBank
Texas
$9.91M +$270K +9,291 +3%
CPA
46
Cardiff Park Advisors
California
$9.6M +$23.7K +815 +0.2%
EWA
47
Exencial Wealth Advisors
Oklahoma
$9.6M +$1.64M +56,439 +20%
CPIG
48
Chicago Partners Investment Group
Illinois
$9.32M +$883K +30,341 +11%
AAM
49
Austin Asset Management
Texas
$9.2M +$2.22M +76,269 +32%
FWS
50
FinDec Wealth Services
California
$9.18M +$116K +4,005 +1%