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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
GEM Asset Management
Michigan
$2.13M +$651K +21,843 +46%
MWA
102
Mills Wealth Advisors
Texas
$2.1M +$376K +12,634 +23%
SWM
103
Sanctuary Wealth Management
Idaho
$2.09M +$775K +26,025 +62%
GCA
104
Gradient Capital Advisors
California
$2.02M +$625K +20,979 +47%
PIA
105
Panoramic Investment Advisors
Colorado
$1.98M +$1.92M +64,412 New
PWIA
106
Porter White Investment Advisors
Alabama
$1.98M -$2K -67 -0.1%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$1.97M +$587K +19,697 +45%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.91M +$282K +9,451 +18%
CCA
109
Criterion Capital Advisors
Tennessee
$1.86M
Creative Planning
110
Creative Planning
Kansas
$1.79M +$105K +3,529 +6%
AWE
111
Avidian Wealth Enterprises
Texas
$1.74M
Jane Street
112
Jane Street
New York
$1.73M -$157K -5,279 -9%
FFA
113
Farther Finance Advisors
California
$1.72M +$607K +20,376 +57%
RJA
114
Raymond James & Associates
Florida
$1.72M +$1.66M +55,889 New
CFGF
115
Compass Financial Group (Florida)
Florida
$1.62M +$201K +6,743 +15%
DFC
116
DBK Financial Counsel
Ohio
$1.59M +$146K +4,890 +10%
SHFA
117
SC&H Financial Advisors
Maryland
$1.55M -$87.3K -2,932 -6%
MFC
118
Morris Financial Concepts
South Carolina
$1.53M +$79.2K +2,658 +6%
TFA
119
Trinity Financial Advisors
Ohio
$1.5M -$81.6K -2,740 -4%
LW
120
Linscomb Wealth
Texas
$1.41M +$1.08M +36,318 +382%
PAG
121
Private Advisor Group
New Jersey
$1.39M +$116K +3,896 +9%
Osaic Holdings
122
Osaic Holdings
Arizona
$1.36M +$527K +17,691 +67%
FNBT
123
FineMark National Bank & Trust
Florida
$1.3M +$649K +21,795 +107%
EH
124
Equitable Holdings
New York
$1.26M +$143K +4,805 +13%
EB
125
Emprise Bank
Kansas
$1.22M -$108K -3,610 -8%