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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHF
51
Stage Harbor Financial
Massachusetts
$23.8M +$1.24M +34,548 +5%
TAWM
52
Three Arch Wealth Management
California
$22.1M +$680K +18,880 +3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$22M +$16.1M +445,560 +262%
EAM
54
Evanson Asset Management
California
$21.5M +$2.63M +73,112 +14%
HIF
55
Hill Island Financial
Michigan
$21.4M +$179K +4,962 +0.8%
Creative Planning
56
Creative Planning
Kansas
$20.8M +$390K +10,818 +2%
WFA
57
West Financial Advisors
Iowa
$20.4M +$20.6M +571,794 New
CAG
58
Compass Advisory Group
New York
$19.8M +$20M +554,370 New
V
59
VeraBank
Texas
$19.8M +$482K +13,382 +2%
CA
60
Clearstead Advisors
Ohio
$19M +$19.2M +531,505 +73,109%
TFA
61
Trinity Financial Advisors
Ohio
$16.5M +$1.09M +30,173 +7%
Financial Engines Advisors
62
Financial Engines Advisors
California
$15.8M -$134K -3,730 -0.8%
AAM
63
Austin Asset Management
Texas
$15.4M +$75.8K +2,105 +0.5%
SC
64
Schoolcraft Capital
Colorado
$15.3M +$759K +21,067 +5%
FF
65
Foundry Financial
California
$15.2M +$5.13M +142,326 +50%
KFG
66
Kelly Financial Group
Connecticut
$15.1M -$317K -8,791 -2%
JP Morgan Chase
67
JP Morgan Chase
New York
$14.9M -$1.78M -49,285 -10%
DI
68
Disciplined Investments
Oklahoma
$14.2M +$1.68M +46,759 +13%
CPIG
69
Chicago Partners Investment Group
Illinois
$14M -$638K -17,695 -5%
LWM
70
Liberty Wealth Management
California
$13.7M -$161K -4,457 -1%
BAM
71
BOS Asset Management
Illinois
$13.6M +$285K +7,898 +2%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$13.6M +$13.4M +373,031 +5,119%
SWM
73
Sterling Wealth Management
Illinois
$13.6M +$236K +6,543 +2%
AA
74
Advisory Alpha
Michigan
$13.3M -$374K -10,386 -3%
BH
75
Burk Holdings
Oklahoma
$13.1M +$993K +27,553 +8%