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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$83.5K +$8.48K +304 +12%
EWA
152
EverSource Wealth Advisors
Alabama
$73K
AA
153
Ancora Advisors
Ohio
$55.5K
CMBA
154
C.M. Bidwell & Associates
Hawaii
$50.3K +$46.8K +1,678 New
IA
155
IFP Advisors
Florida
$45K
CTWM
156
Cherry Tree Wealth Management
Minnesota
$38K
AFS
157
Annapolis Financial Services
Maryland
$35.3K -$567K -20,343 -95%
Morgan Stanley
158
Morgan Stanley
New York
$33.8K +$4.63K +166 +17%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$33.3K
US Bancorp
160
US Bancorp
Minnesota
$28.8K +$26.8K +959 New
GTAM
161
Global Trust Asset Management
Florida
$27.1K
AF
162
Allworth Financial
California
$25.7K
PCA
163
Providence Capital Advisors
North Carolina
$25.5K +$23.7K +849 New
AF
164
Advisornet Financial
Minnesota
$24K
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$19K -$62.7K -2,249 -78%
LG
166
LAM Group
Oregon
$18.6K +$16K +575 +1,278%
SRCM
167
Signature Resources Capital Management
California
$17.6K
CSB
168
City State Bank
Iowa
$17K +$279 +10 +2%
JP Morgan Chase
169
JP Morgan Chase
New York
$15.8K
DF
170
DecisionPoint Financial
Arizona
$12K
Wells Fargo
171
Wells Fargo
California
$5.22K +$4.85K +174 New
Simplex Trading
172
Simplex Trading
Illinois
$3K
CT
173
Colonial Trust
South Carolina
$2.19K
HNB
174
Huntington National Bank
Ohio
$1.44K
FSWA
175
Financial Synergies Wealth Advisors
Texas
$993 +$921 +33 New