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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$8.97M -$661K -22,723 -7%
RA
52
RFG Advisory
Alabama
$8.42M +$296K +10,183 +4%
AA
53
Advisory Alpha
Michigan
$8.22M +$8.27M +284,174 New
BAM
54
BOS Asset Management
Illinois
$8.18M +$1.28M +43,856 +18%
MWA
55
Monograph Wealth Advisors
California
$7.8M +$390K +13,425 +5%
Betterment LLC
56
Betterment LLC
New York
$7.1M +$690K +23,722 +11%
LW
57
Lauer Wealth
Indiana
$6.58M +$43.6K +1,500 +0.7%
FF
58
Francis Financial
$6.15M +$992K +34,118 +19%
RWM
59
Ruedi Wealth Management
Illinois
$5.96M +$2.35M +80,646 +64%
SWA
60
Sax Wealth Advisors
New Jersey
$5.95M +$630K +21,669 +12%
GAM
61
Gemmer Asset Management
California
$5.51M +$775K +26,630 +16%
WA
62
Waverly Advisors
Alabama
$5.4M +$5.43M +186,789 New
LI
63
LRI Investments
Florida
$5.37M +$459K +15,774 +9%
Cerity Partners
64
Cerity Partners
New York
$4.81M +$4.84M +166,322 New
MWM
65
Modera Wealth Management
New Jersey
$4.77M +$575K +19,761 +14%
FFG
66
Fiduciary Financial Group
California
$4.73M +$4.55M +156,329 New
ASI
67
Advisory Services & Investments
Oregon
$4.68M +$447K +15,372 +10%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$4.25M +$616K +21,173 +17%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.9M +$152K +5,238 +4%
APP
70
Avantax Planning Partners
Iowa
$3.85M
AF
71
Allworth Financial
California
$3.76M +$3.65M +125,633 +14,677%
DI
72
Disciplined Investments
Oklahoma
$3.67M +$363K +12,474 +11%
CI
73
Cordant Inc
Oregon
$3.58M +$1.16M +39,862 +48%
VF
74
Vawter Financial
Ohio
$3.32M +$165K +5,682 +5%
SSB
75
Sandy Spring Bank
Maryland
$3.16M +$947K +32,564 +42%