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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
176
Forum Financial Management
Illinois
$631K +$658K +21,024 New
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$601K +$626K +20,000 New
OA
178
Oceanside Advisors
South Carolina
$572K +$68.9K +2,204 +13%
SWM
179
Spire Wealth Management
Virginia
$559K +$583K +18,626 New
IWC
180
Infinity Wealth Counsel
Ohio
$557K +$581K +18,563 New
OC
181
Optima Capital
Oregon
$556K +$579K +18,500 New
LWM
182
LJI Wealth Management
Indiana
$551K +$46.2K +1,476 +9%
DWT
183
Dorsey & Whitney Trust
South Dakota
$549K +$360K +11,492 +169%
SCM
184
SOL Capital Management
Maryland
$549K +$299K +9,560 +109%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$546K +$130K +4,155 +30%
CW
186
Curio Wealth
Maryland
$540K +$562K +17,972 New
NGA
187
Naples Global Advisors
Florida
$504K +$525K +16,788 New
PWM
188
Parkshore Wealth Management
California
$494K +$515K +16,465 New
IA
189
IFP Advisors
Florida
$490K +$463K +14,816 +988%
MA
190
McGrath & Associates
North Carolina
$482K +$502K +16,057 New
MML Investors Services
191
MML Investors Services
Massachusetts
$469K +$115K +3,677 +31%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$468K -$109K -3,472 -18%
CAM
193
Clark Asset Management
New Hampshire
$464K +$483K +15,444 New
FAM
194
Formidable Asset Management
Ohio
$446K +$465K +14,865 New
CIAS
195
CFS Investment Advisory Services
New Jersey
$439K
KSWWM
196
Keyes Stange & Wooten Wealth Management
Florida
$430K +$448K +14,320 New
SM
197
Sensible Money
Arizona
$429K
WWA
198
Wingate Wealth Advisors
Massachusetts
$428K +$446K +14,250 New
ADL
199
Asset Dedication LLC
California
$427K
SA
200
Seneschal Advisors
Washington
$404K +$421K +13,454 New