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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Elevate Wealth Advisory
Georgia
$3.12M +$186K +5,947 +6%
LW
102
Linscomb Wealth
Texas
$3.06M +$1.75M +55,966 +122%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$2.89M +$1.01M +32,375 +51%
EFP
104
Envision Financial Planning
Tennessee
$2.89M -$7.38K -236 -0.2%
PW
105
Peninsula Wealth
California
$2.86M +$11.6K +372 +0.4%
BL
106
BFSG LLC
California
$2.86M +$20K +639 +0.7%
EFS
107
Essex Financial Services
Connecticut
$2.82M +$709K +22,659 +32%
AIS
108
American Investment Services
Massachusetts
$2.76M +$218K +6,976 +8%
GJIA
109
Glass Jacobson Investment Advisors
Maryland
$2.75M -$155K -4,962 -5%
VPF
110
Vantage Point Financial
Illinois
$2.75M +$2.87M +91,654 New
GAM
111
GEM Asset Management
Michigan
$2.74M +$685K +21,884 +32%
TWA
112
TCI Wealth Advisors
Arizona
$2.61M +$350K +11,191 +15%
FFG
113
First Financial Group
North Carolina
$2.57M +$2.68M +85,622 New
CL
114
CLG LLC
California
$2.52M +$2.62M +83,773 New
FVIM
115
Fort Vancouver Investment Management
Washington
$2.4M +$1.61M +51,319 +179%
PS
116
Pinney & Scofield
Massachusetts
$2.4M +$2.5M +79,971 New
GCA
117
Gradient Capital Advisors
California
$2.38M +$424K +13,542 +21%
PIA
118
Panoramic Investment Advisors
Colorado
$2.38M +$461K +14,742 +23%
EA
119
Eclectic Associates
California
$2.33M +$1.48M +47,179 +155%
IAG
120
Investmark Advisory Group
Connecticut
$2.33M +$117K +3,727 +5%
CFO
121
Collective Family Office
Pennsylvania
$2.28M +$159K +5,087 +7%
MAA
122
Mraz Amerine & Associates
California
$2.24M -$59.9K -1,915 -3%
PHWM
123
Pine Harbor Wealth Management
Maryland
$2.22M -$63.5K -2,031 -3%
VAG
124
Vannoy Advisory Group
Texas
$2.2M -$58.4K -1,866 -2%
MWA
125
Mills Wealth Advisors
Texas
$2.17M +$130K +4,158 +6%