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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TAGStone Capital
North Carolina
$384K -$57K -1,821 -12%
WCWM
202
Willow Creek Wealth Management
California
$379K -$6.85K -219 -2%
SFC
203
SYM Financial Corp
Indiana
$378K
WF
204
Warner Financial
Maryland
$377K +$1.91K +61 +0.5%
QWM
205
Quadcap Wealth Management
Texas
$373K +$53.1K +1,698 +16%
TIM
206
Tortoise Investment Management
New York
$354K
KAM
207
KEB Asset Management
Illinois
$352K -$49.3K -1,576 -12%
AWMM
208
Aegis Wealth Management (Maryland)
Maryland
$346K +$360K +11,508 New
RFP
209
RCS Financial Planning
Maryland
$343K -$7.38K -236 -2%
QCM
210
Quantinno Capital Management
New York
$342K
CL
211
Choreo LLC
Illinois
$326K +$58.9K +1,882 +21%
AUB
212
Atlantic Union Bankshares
Virginia
$316K
HH
213
Hilltop Holdings
Texas
$307K
FWMP
214
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$303K +$316K +10,100 New
SCA
215
Strathmore Capital Advisors
North Carolina
$301K +$314K +10,025 New
Royal Bank of Canada
216
Royal Bank of Canada
Ontario, Canada
$285K -$677K -21,651 -70%
SPIA
217
Steward Partners Investment Advisory
New York
$283K +$86.5K +2,765 +41%
CSP
218
Cary Street Partners
Virginia
$278K +$290K +9,256 New
Stifel Financial
219
Stifel Financial
Missouri
$278K
SIC
220
Samalin Investment Counsel
New York
$273K +$285K +9,096 New
RIP
221
RAM Investment Partners
Washington
$265K +$276K +8,828 New
PWM
222
PBMares Wealth Management
Virginia
$256K
SC
223
Scratch Capital
Idaho
$256K +$267K +8,521 New
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$253K -$18K -575 -6%
RCM
225
RB Capital Management
Nevada
$242K +$9.79K +313 +4%