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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$3.12M
BSW
77
Buckingham Strategic Wealth
Missouri
$3.09M +$292K +10,046 +10%
PW
78
Peninsula Wealth
California
$3.06M +$229K +7,867 +8%
Bank of America
79
Bank of America
North Carolina
$3.02M +$2.22M +76,366 +271%
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$2.97M +$345K +11,871 +13%
EWA
81
Elevate Wealth Advisory
Georgia
$2.91M +$179K +6,154 +7%
MSF
82
Mustard Seed Financial
Arkansas
$2.78M +$568K +19,524 +25%
LFA
83
Level Financial Advisors
New York
$2.74M +$997K +34,292 +57%
PHWM
84
Pine Harbor Wealth Management
Maryland
$2.51M +$582 +20 +0%
AIS
85
American Investment Services
Massachusetts
$2.45M +$139K +4,780 +6%
SIM
86
Studio Investment Management
Illinois
$2.45M +$207K +7,125 +9%
SWM
87
Sterling Wealth Management
Illinois
$2.4M +$955K +32,840 +65%
EFP
88
Envision Financial Planning
Tennessee
$2.33M +$150K +5,144 +7%
MAA
89
Mraz Amerine & Associates
California
$2.27M -$960 -33 -0%
EFS
90
Essex Financial Services
Connecticut
$2.24M +$1.01M +34,740 +82%
SIS
91
Strategic Investment Solutions
Illinois
$2.2M +$2.11M +72,395 New
VAG
92
Vannoy Advisory Group
Texas
$2.19M -$30.5K -1,049 -1%
BL
93
BFSG LLC
California
$2.09M +$185K +6,377 +10%
TFA
94
Trinity Financial Advisors
Ohio
$2.07M +$41K +1,408 +2%
IAG
95
Investmark Advisory Group
Connecticut
$2.04M +$123K +4,225 +6%
RGF
96
Retirement Guys Formula
Ohio
$2.03M -$141K -4,850 -6%
TWA
97
TCI Wealth Advisors
Arizona
$2M +$441K +15,147 +28%
MCA
98
Maryland Capital Advisors
Maryland
$1.99M +$134K +4,614 +7%
SFC
99
Sprinkle Financial Consultants
Colorado
$1.95M +$658K +22,621 +50%
PWIA
100
Porter White Investment Advisors
Alabama
$1.86M -$844 -29 -0%