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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
76
Level Financial Advisors
New York
$5.91M +$812K +25,944 +15%
WA
77
Waverly Advisors
Alabama
$5.75M -$85.5K -2,734 -1%
FFG
78
Fiduciary Financial Group
California
$5.69M +$310K +9,902 +5%
LFGO
79
Legacy Financial Group (Oklahoma)
Oklahoma
$5.67M +$629K +20,099 +12%
LAMC
80
Longview Asset Management (California)
California
$5.3M +$5.53M +176,634 New
MWM
81
Momentous Wealth Management
Washington
$5.25M +$5.47M +174,905 New
MWM
82
Modera Wealth Management
New Jersey
$5.22M +$255K +8,161 +5%
GBFP
83
Golden Bell Financial Planning
Georgia
$5.22M +$5.44M +173,922 New
DI
84
Disciplined Investments
Oklahoma
$5.16M +$443K +14,171 +9%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$4.84M +$952K +30,422 +23%
MCA
86
Maryland Capital Advisors
Maryland
$4.77M +$2.12M +67,692 +74%
CI
87
Cordant Inc
Oregon
$4.65M +$259K +8,281 +6%
BTI
88
Blue Trust Inc
Georgia
$4.51M +$1.7M +54,236 +57%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$4.35M +$796K +25,451 +21%
MSF
90
Mustard Seed Financial
Arkansas
$4.26M +$565K +18,066 +15%
SWM
91
Sanctuary Wealth Management
Idaho
$4.19M +$2.24M +71,758 +106%
SSB
92
Sandy Spring Bank
Maryland
$4.09M +$346K +11,076 +9%
APP
93
Avantax Planning Partners
Iowa
$3.99M -$26.5K -848 -0.6%
AWM
94
Avior Wealth Management
Nebraska
$3.98M +$1.9M +60,807 +85%
VF
95
Vawter Financial
Ohio
$3.71M +$339K +10,831 +10%
SIM
96
Studio Investment Management
Illinois
$3.66M +$683K +21,828 +22%
RPA
97
Redwood Park Advisors
California
$3.38M +$3.52M +112,524 New
EWA
98
EQ Wealth Advisors
Texas
$3.27M +$3.41M +108,914 New
SIS
99
Strategic Investment Solutions
Illinois
$3.16M +$853K +27,270 +34%
CWP
100
Cyndeo Wealth Partners
Florida
$3.14M +$72.6K +2,322 +2%