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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
151
Quantinno Capital Management
New York
$4.37M +$262K +6,830 +7%
CFO
152
Collective Family Office
Pennsylvania
$4.35M +$33.9K +884 +0.8%
EFP
153
Envision Financial Planning
Tennessee
$4.35M +$556K +14,520 +15%
SMA
154
Sage Mountain Advisors
Georgia
$4.21M
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$4.07M +$161K +4,204 +4%
PWP
156
Ponta Wealth Partners
Florida
$3.98M +$3.1M +80,876 +408%
Marshall Wace
157
Marshall Wace
United Kingdom
$3.93M +$3.81M +99,377 New
SWG
158
Summit Wealth Group
Vermont
$3.93M -$107K -2,799 -3%
CFGF
159
Compass Financial Group (Florida)
Florida
$3.88M +$49.6K +1,294 +1%
AR
160
Apeiron RIA
Texas
$3.81M +$184K +4,802 +5%
SF
161
Strategent Financial
Virginia
$3.74M -$15.2K -397 -0.4%
FF
162
Francis Financial
$3.7M -$937K -24,466 -21%
FH
163
Financial Harvest
Florida
$3.68M +$631K +16,471 +22%
CSB
164
City State Bank
Iowa
$3.55M +$218K +5,705 +7%
AFAS
165
Acorn Financial Advisory Services
Virginia
$3.44M +$932K +24,329 +39%
DI
166
Disciplined Investors
Texas
$3.37M +$1.01M +26,346 +45%
IAG
167
Investmark Advisory Group
Connecticut
$3.34M +$230 +6 +0%
VPF
168
Vantage Point Financial
Illinois
$3.3M -$87.2K -2,276 -3%
PWP
169
Parkwoods Wealth Partners
New York
$3.26M +$2.05M +53,477 +185%
FJWM
170
Ferguson Johnson Wealth Management
Maryland
$3.21M +$754K +19,685 +32%
SIS
171
Strategic Investment Solutions
Illinois
$3.19M +$200K +5,221 +7%
SCA
172
STALEY CAPITAL ADVISERS
Pennsylvania
$3.12M +$380K +9,910 +14%
PHWM
173
Pine Harbor Wealth Management
Maryland
$3.04M -$37.5K -978 -1%
EP
174
E6 Portfolios
Utah
$2.99M +$105K +2,742 +4%
BIG
175
Builder Investment Group
Georgia
$2.99M +$373K +9,733 +15%