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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$19.5M +$2.43M +73,062 +15%
V
52
VeraBank
Texas
$18.5M +$381K +11,443 +2%
EAM
53
Evanson Asset Management
California
$18.1M +$1.64M +49,232 +10%
LFP
54
Lakeshore Financial Planning
Michigan
$17.7M -$53.6K -1,609 -0.3%
EA
55
Eclectic Associates
California
$17.4M +$4.31M +129,479 +34%
JP Morgan Chase
56
JP Morgan Chase
New York
$16.2M +$554K +16,627 +4%
Financial Engines Advisors
57
Financial Engines Advisors
California
$15.2M +$292K +8,771 +2%
TFA
58
Trinity Financial Advisors
Ohio
$14.8M +$13.2M +396,427 +1,105%
KFG
59
Kelly Financial Group
Connecticut
$14.7M +$533K +16,006 +4%
AAM
60
Austin Asset Management
Texas
$14.7M +$60.6K +1,818 +0.4%
CPIG
61
Chicago Partners Investment Group
Illinois
$13.9M -$662K -19,868 -5%
SC
62
Schoolcraft Capital
Colorado
$13.9M +$469K +14,078 +4%
LWM
63
Liberty Wealth Management
California
$13.2M -$336K -10,074 -3%
AA
64
Advisory Alpha
Michigan
$13.1M +$360K +10,811 +3%
LW
65
Linscomb Wealth
Texas
$13M +$1.52M +45,536 +14%
SWM
66
Sterling Wealth Management
Illinois
$12.8M +$1.49M +44,779 +14%
BAM
67
BOS Asset Management
Illinois
$12.8M +$224K +6,735 +2%
FF
68
Francis Financial
$12.4M -$651K -19,551 -5%
MCA
69
Maryland Capital Advisors
Maryland
$12M +$1.22M +36,628 +12%
DI
70
Disciplined Investments
Oklahoma
$12M +$693K +20,803 +6%
FWS
71
FinDec Wealth Services
California
$11.8M -$785K -23,558 -6%
AF
72
Allworth Financial
California
$11.7M +$594K +17,834 +6%
BH
73
Burk Holdings
Oklahoma
$11.6M +$466K +13,987 +4%
EFN
74
Equita Financial Network
Pennsylvania
$11.1M +$1.25M +37,606 +13%
RA
75
RFG Advisory
Alabama
$11.1M +$122K +3,673 +1%