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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$25.9M +$8.44M +273,152 +48%
TH
27
Team Hewins
California
$25.3M +$752K +24,346 +3%
TWM
28
Tumwater Wealth Management
Idaho
$24.8M +$432K +13,994 +2%
GOCP
29
Great Oak Capital Partners
Massachusetts
$24.3M
BPA
30
Beacon Pointe Advisors
California
$24.1M +$1.25M +40,592 +5%
TFG
31
Tilson Financial Group
New Jersey
$23.1M +$4.25M +137,724 +22%
AIM
32
Acropolis Investment Management
Missouri
$23M +$807K +26,133 +4%
JC
33
Jentner Corp
Ohio
$22.3M -$79.3K -2,566 -0.3%
NA
34
NewEdge Advisors
Louisiana
$20.9M -$5.35M -173,143 -20%
AC
35
Apella Capital
Connecticut
$20.8M +$13.9M +451,215 +168%
ACC
36
Acorn Creek Capital
Colorado
$18.9M +$432K +13,974 +2%
DPI
37
Diversified Portfolios Inc
Michigan
$18.8M +$2.24M +72,515 +13%
Bank of America
38
Bank of America
North Carolina
$18.7M +$8.95M +289,808 +90%
LFP
39
Lakeshore Financial Planning
Michigan
$18.3M +$412K +13,336 +2%
WA
40
Wealth Architects
California
$18M +$162K +5,256 +0.9%
HIF
41
Hill Island Financial
Michigan
$17.5M +$1.7M +55,159 +11%
EWA
42
Exencial Wealth Advisors
Oklahoma
$17.4M +$2.72M +87,937 +18%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$16M +$1.04M +33,828 +7%
Betterment LLC
44
Betterment LLC
New York
$15.3M +$1.96M +63,379 +14%
SHF
45
Stage Harbor Financial
Massachusetts
$15M +$1.74M +56,393 +13%
RFP
46
Root Financial Partners
California
$14.6M +$14.8M +478,614 New
TFA
47
Tobias Financial Advisors
Florida
$14.5M +$1.21M +39,066 +9%
RA
48
RFG Advisory
Alabama
$14.2M +$3.69M +119,299 +34%
SC
49
Schoolcraft Capital
Colorado
$14.2M +$618K +20,013 +4%
Mariner
50
Mariner
Kansas
$14.2M +$13M +421,729 +977%