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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Aire Advisors
California
$764K +$55.4K +1,792 +8%
SFP
177
Sterling Financial Planning
New Jersey
$764K +$97.4K +3,153 +14%
BA
178
Bridgewater Advisors
New York
$741K +$787K +25,470 New
DWT
179
Dorsey & Whitney Trust
South Dakota
$702K +$144K +4,667 +26%
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$679K +$68K +2,200 +11%
SWM
181
Spire Wealth Management
Virginia
$664K +$95.9K +3,103 +17%
OA
182
Oceanside Advisors
South Carolina
$620K +$38.3K +1,241 +7%
DW30
183
Drucker Wealth 3.0
New Jersey
$613K +$620K +20,062 New
TC
184
TownSquare Capital
Utah
$613K +$620K +20,062 New
AWMM
185
Aegis Wealth Management (Maryland)
Maryland
$613K +$264K +8,531 +74%
IWC
186
Infinity Wealth Counsel
Ohio
$611K +$44K +1,425 +8%
MML Investors Services
187
MML Investors Services
Massachusetts
$604K +$128K +4,154 +27%
FFM
188
Forum Financial Management
Illinois
$583K -$59.9K -1,939 -9%
OC
189
Optima Capital
Oregon
$566K
MWM
190
Melfa Wealth Management
Massachusetts
$561K -$100K -3,250 -15%
CW
191
Curio Wealth
Maryland
$540K -$554K -17,930 -100%
NGA
192
Naples Global Advisors
Florida
$513K
PWM
193
Perigon Wealth Management
California
$508K +$513K +16,619 New
MA
194
McGrath & Associates
North Carolina
$504K +$12.9K +418 +3%
IA
195
IFP Advisors
Florida
$499K
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$498K +$191K +6,181 +61%
PWM
197
Parkshore Wealth Management
California
$494K -$9.54K -309 -2%
FAM
198
Formidable Asset Management
Ohio
$485K +$30.9K +1,000 +7%
CAM
199
Clark Asset Management
New Hampshire
$472K
TIM
200
Tortoise Investment Management
New York
$472K +$113K +3,650 +31%