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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$10.2M +$1.14M +38,248 +13%
FWS
52
FinDec Wealth Services
California
$9.92M +$126K +4,226 +1%
FF
53
Francis Financial
$9.69M +$3.04M +102,108 +48%
BAM
54
BOS Asset Management
Illinois
$9.61M +$866K +29,071 +10%
MWA
55
Monograph Wealth Advisors
California
$9.11M +$771K +25,890 +10%
AA
56
Advisory Alpha
Michigan
$9.06M +$298K +9,993 +4%
LFG
57
Larson Financial Group
Missouri
$8.78M -$748K -25,115 -8%
RWM
58
Ruedi Wealth Management
Illinois
$7.77M +$1.38M +46,175 +22%
LW
59
Lauer Wealth
Indiana
$7.08M +$112K +3,750 +2%
SWM
60
Sterling Wealth Management
Illinois
$7.07M +$4.36M +146,251 +176%
SWA
61
Sax Wealth Advisors
New Jersey
$6.74M +$392K +13,153 +6%
LI
62
LRI Investments
Florida
$6.31M +$353K +11,848 +6%
GAM
63
Gemmer Asset Management
California
$6.14M +$260K +8,712 +5%
WA
64
Waverly Advisors
Alabama
$5.98M +$219K +7,341 +4%
ASI
65
Advisory Services & Investments
Oregon
$5.91M +$892K +29,941 +18%
FFG
66
Fiduciary Financial Group
California
$5.55M +$724K +24,288 +16%
LFA
67
Level Financial Advisors
New York
$5.26M +$2.27M +76,073 +80%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$5.17M +$642K +21,555 +15%
MWM
69
Modera Wealth Management
New Jersey
$5.11M +$21.9K +736 +0.4%
Bank of America
70
Bank of America
North Carolina
$4.89M +$1.62M +54,253 +52%
DI
71
Disciplined Investments
Oklahoma
$4.86M +$911K +30,586 +24%
CI
72
Cordant Inc
Oregon
$4.52M +$687K +23,050 +19%
APP
73
Avantax Planning Partners
Iowa
$4.12M +$10.3K +346 +0.3%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$4.03M -$115K -3,874 -3%
SSB
75
Sandy Spring Bank
Maryland
$3.85M +$470K +15,770 +14%