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Dimensional US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$286M +$77.8M +2,518,513 +37%
EWA
2
EP Wealth Advisors
California
$198M +$43.3M +1,400,997 +28%
Corient Private Wealth
3
Corient Private Wealth
Florida
$164M +$18.4M +594,584 +12%
FG
4
Foster Group
Iowa
$104M +$1.53M +49,471 +1%
MFWP
5
Mosaic Family Wealth Partners
Missouri
$86.2M +$5.72M +185,117 +7%
TI
6
Truepoint Inc
Ohio
$83.9M +$15.5M +502,401 +22%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$79.5M +$456K +14,762 +0.6%
SFS
8
Summit Financial Strategies
Ohio
$55.5M +$4.26M +137,749 +8%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$54.7M -$346K -11,189 -0.6%
AAS
10
Avantax Advisory Services
Texas
$52.8M +$12.5M +405,783 +31%
CHP
11
Cable Hill Partners
Oregon
$51.6M +$2.27M +73,602 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$49.4M +$3.72M +120,453 +8%
W
13
WPWealth
Texas
$45.9M -$1.51M -48,962 -3%
LPL Financial
14
LPL Financial
California
$39.5M +$6.79M +219,942 +20%
PFM
15
Phillips Financial Management
Indiana
$37.8M +$3.03M +98,137 +9%
QC
16
Quent Capital
New York
$35.2M +$3.95M +127,851 +12%
MG
17
Mather Group
Illinois
$32M +$7.18M +232,465 +28%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$32M +$2.66M +86,071 +9%
IFA
19
Index Fund Advisors
California
$30M +$1.91M +61,698 +7%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$29.6M +$3.94M +127,678 +15%
EFP
21
EnRich Financial Partners
Wisconsin
$29.5M -$219K -7,085 -0.7%
CF
22
Corrigan Financial
Rhode Island
$29M +$10.1M +326,579 +53%
DWP
23
Destiny Wealth Partners
Florida
$28.8M +$646K +20,927 +2%
OIA
24
OneDigital Investment Advisors
Kansas
$28.7M -$4.16M -134,708 -13%
TWP
25
Total Wealth Planning
Ohio
$26.9M +$1.95M +63,041 +8%