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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Vawter Financial
Ohio
$1.8M +$308K +12,020 +20%
EWA
52
Exencial Wealth Advisors
Oklahoma
$1.79M +$144K +5,602 +8%
GJIA
53
Glass Jacobson Investment Advisors
Maryland
$1.77M +$261K +10,179 +17%
SIM
54
Studio Investment Management
Illinois
$1.74M +$208K +8,103 +13%
EFS
55
Essex Financial Services
Connecticut
$1.68M -$3.26K -127 -0.2%
SWA
56
Sax Wealth Advisors
New Jersey
$1.66M +$1.3M +50,576 +312%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.65M +$871K +33,976 +104%
LFGO
58
Legacy Financial Group (Oklahoma)
Oklahoma
$1.63M +$711K +27,729 +73%
TFA
59
Trinity Financial Advisors
Ohio
$1.56M +$186K +7,271 +13%
EFP
60
Envision Financial Planning
Tennessee
$1.44M +$1.49M +58,175 New
MA
61
Mutual Advisors
Nebraska
$1.41M -$2.61M -101,967 -64%
SHFA
62
SC&H Financial Advisors
Maryland
$1.26M +$153K +5,971 +13%
BTI
63
Blue Trust Inc
Georgia
$1.21M +$343K +13,365 +39%
CFO
64
Collective Family Office
Pennsylvania
$1.19M +$83.2K +3,245 +7%
RWM
65
Ruedi Wealth Management
Illinois
$868K +$538K +20,995 +150%
MWM
66
Modera Wealth Management
New Jersey
$811K +$112K +4,379 +15%
CFGF
67
Compass Financial Group (Florida)
Florida
$800K +$164K +6,387 +25%
MCA
68
Maryland Capital Advisors
Maryland
$719K
MWA
69
Mills Wealth Advisors
Texas
$709K +$60.4K +2,356 +9%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$698K -$14.4K -563 -2%
AIS
71
American Investment Services
Massachusetts
$696K +$448K +17,482 +165%
GAM
72
GEM Asset Management
Michigan
$694K +$499K +19,481 +230%
AC
73
AlphaCore Capital
California
$686K +$709K +27,650 New
IAG
74
Investmark Advisory Group
Connecticut
$684K +$183K +7,136 +35%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$680K +$438K +17,096 +166%