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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Tobias Financial Advisors
Florida
$1.18M +$620K +25,240 +118%
DPI
52
Diversified Portfolios Inc
Michigan
$1.17M +$1.13M +46,089 New
SHFA
53
SC&H Financial Advisors
Maryland
$1.14M +$789K +32,126 +252%
CFO
54
Collective Family Office
Pennsylvania
$1.13M +$78.6K +3,202 +8%
LFGO
55
Legacy Financial Group (Oklahoma)
Oklahoma
$969K +$677K +27,559 +261%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$961K +$929K +37,848 New
BTI
57
Blue Trust Inc
Georgia
$839K +$838K +34,156 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$828K +$497K +20,242 +164%
MCA
59
Maryland Capital Advisors
Maryland
$736K -$16.8K -683 -2%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$729K +$705K +28,700 New
MWM
61
Modera Wealth Management
New Jersey
$719K +$695K +28,321 New
CPA
62
Cardiff Park Advisors
California
$685K +$1.3K +53 +0.2%
MWA
63
Mills Wealth Advisors
Texas
$666K +$44.8K +1,827 +7%
CFGF
64
Compass Financial Group (Florida)
Florida
$657K +$134K +5,445 +27%
IAG
65
Investmark Advisory Group
Connecticut
$519K +$211K +8,593 +73%
SWA
66
Sax Wealth Advisors
New Jersey
$412K +$398K +16,210 New
HKIMG
67
Hutchens & Kramer Investment Management Group
Indiana
$408K -$113K -4,598 -22%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$380K +$367K +14,952 New
SC
69
Savant Capital
Illinois
$356K -$377K -15,351 -52%
RWM
70
Ruedi Wealth Management
Illinois
$356K +$343K +13,973 +42,342%
AFS
71
Annapolis Financial Services
Maryland
$354K +$41.2K +1,679 +14%
AA
72
Aire Advisors
California
$349K
DFC
73
DBK Financial Counsel
Ohio
$348K
CAM
74
Cresset Asset Management
Illinois
$320K +$309K +12,605 New
IWA
75
Intercontinental Wealth Advisors
Texas
$312K