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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
126
Americana Partners
Texas
$287K
KAS
127
Kestra Advisory Services
Texas
$280K +$1.58K +63 +0.6%
TIM
128
Tortoise Investment Management
New York
$272K
HKIMG
129
Hutchens & Kramer Investment Management Group
Indiana
$263K -$134K -5,308 -35%
Bank of America
130
Bank of America
North Carolina
$253K +$15K +595 +7%
WF
131
Warner Financial
Maryland
$253K +$235K +9,350 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$244K +$227K +9,011 New
BCM
133
BluePointe Capital Management
California
$240K +$224K +8,890 New
SCM
134
SOL Capital Management
Maryland
$228K
TWP
135
Tempus Wealth Planning
California
$215K -$8.48K -337 -4%
FWM
136
Fonville Wealth Management
Virginia
$202K +$187K +7,450 New
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$201K +$187K +7,420 New
SPIA
138
Steward Partners Investment Advisory
New York
$167K -$6.92K -275 -4%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$162K +$141K +5,600 +1,400%
FC
140
Family CFO
California
$120K +$111K +4,418 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$79K +$66.4K +2,639 +1,015%
AWM
142
Avondale Wealth Management
Texas
$75.6K +$52.1K +2,069 +285%
EWA
143
EverSource Wealth Advisors
Alabama
$68.8K +$64K +2,545 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$67.1K +$62.4K +2,480 New
AA
145
Ancora Advisors
Ohio
$50K
IA
146
IFP Advisors
Florida
$40.6K +$12.6K +500 +50%
ADL
147
Asset Dedication LLC
California
$39K +$36.6K +1,456 New
CTWM
148
Cherry Tree Wealth Management
Minnesota
$34.3K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$30K
Morgan Stanley
150
Morgan Stanley
New York
$26K +$24.2K +960 New