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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$26.7M +$11.3M +296,047 +78%
TAWM
52
Three Arch Wealth Management
California
$25.8M +$1.35M +35,255 +6%
EF
53
Evanson Financial
Virginia
$24.2M +$23.4M +611,465 New
Creative Planning
54
Creative Planning
Kansas
$23.9M +$875K +22,857 +4%
CAG
55
Compass Advisory Group
New York
$22.2M +$278K +7,249 +1%
CA
56
Clearstead Advisors
Ohio
$21.8M +$702K +18,330 +3%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$19.7M +$8.63M +225,415 +83%
FF
58
Foundry Financial
California
$18.9M +$1.95M +50,913 +12%
WFA
59
West Financial Advisors
Iowa
$18.6M -$3.84M -100,387 -18%
TFA
60
Trinity Financial Advisors
Ohio
$18.6M +$327K +8,541 +2%
Financial Engines Advisors
61
Financial Engines Advisors
California
$18.4M +$888K +23,181 +5%
JP Morgan Chase
62
JP Morgan Chase
New York
$17.8M +$954K +24,904 +6%
AAM
63
Austin Asset Management
Texas
$17.1M -$4.86K -127 -0%
KFG
64
Kelly Financial Group
Connecticut
$16.9M +$201K +5,260 +1%
DI
65
Disciplined Investments
Oklahoma
$16.9M +$1.11M +29,002 +7%
SC
66
Schoolcraft Capital
Colorado
$16.8M -$67.3K -1,757 -0.4%
BH
67
Burk Holdings
Oklahoma
$15.7M +$1.15M +30,083 +8%
AA
68
Advisory Alpha
Michigan
$15.6M +$860K +22,452 +6%
SWM
69
Sterling Wealth Management
Illinois
$15.1M +$108K +2,823 +0.7%
BAM
70
BOS Asset Management
Illinois
$15.1M +$10.8K +282 +0.1%
EFN
71
Equita Financial Network
Pennsylvania
$15.1M +$683K +17,844 +5%
CPIG
72
Chicago Partners Investment Group
Illinois
$15M -$42K -1,098 -0.3%
AF
73
Allworth Financial
California
$14.9M +$826K +21,563 +6%
MCA
74
Maryland Capital Advisors
Maryland
$14.4M +$13.9M +363,491 New
LWM
75
Liberty Wealth Management
California
$13.7M