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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
26
Premier Financial Group
California
$39M +$131K +3,927 +0.3%
DWP
27
Destiny Wealth Partners
Florida
$37M +$2.07M +62,120 +6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$33.1M +$31.9M +958,819 +10,014%
Bank of America
29
Bank of America
North Carolina
$33M +$2.09M +62,809 +7%
EWA
30
Exencial Wealth Advisors
Oklahoma
$32.4M +$6.12M +183,777 +24%
Mariner
31
Mariner
Kansas
$32.2M +$5.89M +176,841 +23%
OIA
32
OneDigital Investment Advisors
Kansas
$32M +$38.3K +1,150 +0.1%
EFP
33
EnRich Financial Partners
Wisconsin
$32M -$171K -5,127 -0.5%
TH
34
Team Hewins
California
$31.3M +$1.45M +43,473 +5%
GOCP
35
Great Oak Capital Partners
Massachusetts
$30.9M +$400K +12,022 +1%
AIM
36
Acropolis Investment Management
Missouri
$30.7M +$3.38M +101,427 +13%
TWM
37
Tumwater Wealth Management
Idaho
$30.5M +$1.19M +35,632 +4%
W
38
WPWealth
Texas
$30.3M -$5.42M -162,712 -16%
ACC
39
Acorn Creek Capital
Colorado
$27.1M +$526K +15,788 +2%
DPI
40
Diversified Portfolios Inc
Michigan
$26.3M +$1.03M +30,816 +4%
TFG
41
Tilson Financial Group
New Jersey
$26.2M +$885K +26,561 +4%
FVIM
42
Fort Vancouver Investment Management
Washington
$25.4M +$1.06M +31,697 +4%
Betterment LLC
43
Betterment LLC
New York
$25.3M +$2.24M +67,135 +10%
Raymond James Financial
44
Raymond James Financial
Florida
$24M +$20.2M +604,992 +620%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$23.2M +$3.12M +93,723 +16%
WA
46
Wealth Architects
California
$22.6M +$1.84M +55,148 +9%
SHF
47
Stage Harbor Financial
Massachusetts
$21.6M +$894K +26,839 +4%
TFA
48
Tobias Financial Advisors
Florida
$20.5M +$2.51M +75,203 +14%
TAWM
49
Three Arch Wealth Management
California
$20.5M +$19.9M +598,695 New
HIF
50
Hill Island Financial
Michigan
$20.3M +$635K +19,067 +3%