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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
201
Lauer Wealth
Indiana
$1.81M +$1.51M +39,360 +685%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$1.76M +$43K +1,123 +3%
ZF
203
Zhang Financial
Michigan
$1.76M -$97.5K -2,547 -5%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$1.74M -$45.8K -1,195 -3%
AQR Capital Management
205
AQR Capital Management
Connecticut
$1.73M +$50.3K +1,314 +3%
FAM
206
Formidable Asset Management
Ohio
$1.67M +$504K +13,168 +39%
VAMG
207
Voisard Asset Management Group
Michigan
$1.62M -$10.8K -283 -0.7%
RGF
208
Retirement Guys Formula
Ohio
$1.59M -$80K -2,090 -5%
PIAS
209
PCA Investment Advisory Services
Ohio
$1.57M -$101K -2,649 -6%
Northern Trust
210
Northern Trust
Illinois
$1.56M +$1.51M +39,450 New
FWM
211
Forteris Wealth Management
New York
$1.48M -$92.7K -2,421 -6%
AWMM
212
Aegis Wealth Management (Maryland)
Maryland
$1.44M +$168K +4,378 +14%
PHWA
213
Petersen Hastings Wealth Advisors
Washington
$1.43M -$268 -7 -0%
Renaissance Technologies
214
Renaissance Technologies
New York
$1.4M -$1.51M -39,500 -53%
IWC
215
Infinity Wealth Counsel
Ohio
$1.38M +$290K +7,565 +28%
CL
216
COWA LLC
Oklahoma
$1.35M +$20.1K +525 +2%
DEM
217
Disciplined Equity Management
Florida
$1.34M
Morgan Stanley
218
Morgan Stanley
New York
$1.33M +$277K +7,230 +27%
SAI
219
Savvy Advisors Inc
New York
$1.31M -$67K -1,750 -5%
CW
220
Curio Wealth
Maryland
$1.28M -$12.3K -321 -1%
EB
221
Emprise Bank
Kansas
$1.28M
BA
222
Bridgewater Advisors
New York
$1.26M
TCM
223
TruNorth Capital Management
Michigan
$1.25M +$1.21M +31,577 New
WC
224
Wolfstich Capital
Massachusetts
$1.23M -$1.3M -33,949 -52%
SIC
225
Samalin Investment Counsel
New York
$1.21M -$22.6K -590 -2%