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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
101
Atlantic Union Bankshares
Virginia
$5.51M +$139K +4,353 +3%
CI
102
Cordant Inc
Oregon
$5.44M +$144K +4,502 +3%
SIM
103
Studio Investment Management
Illinois
$5.35M +$538K +16,815 +12%
PAS
104
Park Avenue Securities
New York
$5.3M +$1.28M +40,149 +33%
BTI
105
Blue Trust Inc
Georgia
$5.05M -$112K -3,493 -2%
JWM
106
Johnson Wealth Management
North Dakota
$4.57M +$4.45M +138,994 New
VF
107
Vawter Financial
Ohio
$4.49M +$4.36M +136,404 New
BL
108
BFSG LLC
California
$4.24M +$510K +15,939 +14%
RPA
109
Redwood Park Advisors
California
$4.21M +$134K +4,192 +3%
SFC
110
Sprinkle Financial Consultants
Colorado
$4.08M +$94.1K +2,943 +2%
FFA
111
Farther Finance Advisors
California
$4.05M +$1.78M +55,610 +82%
PL
112
Plancorp LLC
Missouri
$4.01M +$6.24K +195 +0.2%
FFG
113
First Financial Group
North Carolina
$3.95M +$410K +12,832 +12%
GAM
114
GEM Asset Management
Michigan
$3.94M +$80K +2,500 +2%
CWP
115
Cyndeo Wealth Partners
Florida
$3.92M +$106K +3,322 +3%
PS
116
Pinney & Scofield
Massachusetts
$3.88M +$276K +8,625 +8%
Lido Advisors
117
Lido Advisors
California
$3.8M +$1.46M +45,752 +65%
GCA
118
Gradient Capital Advisors
California
$3.67M +$343K +10,721 +11%
MWA
119
Mills Wealth Advisors
Texas
$3.64M +$264K +8,268 +8%
AIS
120
American Investment Services
Massachusetts
$3.55M +$218K +6,830 +7%
PIA
121
Panoramic Investment Advisors
Colorado
$3.51M +$576K +18,012 +20%
EWA
122
Elevate Wealth Advisory
Georgia
$3.5M +$2.72K +85 +0.1%
PAG
123
Private Advisor Group
New Jersey
$3.38M +$314K +9,824 +11%
BW
124
BIP Wealth
Georgia
$3.37M +$696K +21,760 +27%
CFO
125
Collective Family Office
Pennsylvania
$3.33M +$151K +4,720 +5%