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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
151
Avidian Wealth Enterprises
Texas
$4.39M +$34.7K +906 +0.8%
QCM
152
Quantinno Capital Management
New York
$4.37M +$262K +6,830 +7%
CFO
153
Collective Family Office
Pennsylvania
$4.35M +$33.9K +884 +0.8%
EFP
154
Envision Financial Planning
Tennessee
$4.35M +$556K +14,520 +15%
SMA
155
Sage Mountain Advisors
Georgia
$4.21M – – –
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$4.07M +$161K +4,204 +4%
PWP
157
Ponta Wealth Partners
Florida
$3.98M +$3.1M +80,876 +408%
Marshall Wace
158
Marshall Wace
United Kingdom
$3.93M +$3.81M +99,377 New
SWG
159
Summit Wealth Group
Vermont
$3.93M -$107K -2,799 -3%
CFGF
160
Compass Financial Group (Florida)
Florida
$3.88M +$49.6K +1,294 +1%
AR
161
Apeiron RIA
Texas
$3.81M +$184K +4,802 +5%
SF
162
Strategent Financial
Virginia
$3.74M -$15.2K -397 -0.4%
FF
163
Francis Financial
$3.7M -$937K -24,466 -21%
FH
164
Financial Harvest
Florida
$3.68M +$631K +16,471 +22%
CSB
165
City State Bank
Iowa
$3.55M +$218K +5,705 +7%
AFAS
166
Acorn Financial Advisory Services
Virginia
$3.44M +$932K +24,329 +39%
DI
167
Disciplined Investors
Texas
$3.37M +$1.01M +26,346 +45%
IAG
168
Investmark Advisory Group
Connecticut
$3.34M +$230 +6 +0%
VPF
169
Vantage Point Financial
Illinois
$3.3M -$87.2K -2,276 -3%
PWP
170
Parkwoods Wealth Partners
New York
$3.26M +$2.05M +53,477 +185%
FJWM
171
Ferguson Johnson Wealth Management
Maryland
$3.21M +$754K +19,685 +32%
SIS
172
Strategic Investment Solutions
Illinois
$3.19M +$200K +5,221 +7%
SCA
173
STALEY CAPITAL ADVISERS
Pennsylvania
$3.12M +$380K +9,910 +14%
PHWM
174
Pine Harbor Wealth Management
Maryland
$3.04M -$37.5K -978 -1%
EP
175
E6 Portfolios
Utah
$2.99M +$105K +2,742 +4%