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Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Seed Wealth Management
Illinois
$251K – – –
CC
602
Capstone Capital
Nevada
$250K – – –
AWE
603
Avidian Wealth Enterprises
Texas
$249K +$64 +1 +0%
AL
604
Aspiriant LLC
California
$247K – – –
CA
605
CGN Advisors
Kansas
$246K +$260K +4,064 New
CNBOF
606
City National Bank of Florida
Florida
$245K – – –
AAS
607
Ameritas Advisory Services
Nebraska
$245K -$128 -2 -0.1%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$243K -$48.3K -756 -14%
EFG
609
Elios Financial Group
Ohio
$242K – – –
BWG
610
Beta Wealth Group
California
$241K -$72.5K -1,134 -22%
M
611
MATAURO
New York
$234K +$20K +313 +9%
EWP
612
Elevation Wealth Partners
California
$234K +$511 +8 +0.2%
AMG
613
Advisors Management Group
Wisconsin
$232K – – –
SCM
614
SCS Capital Management
Massachusetts
$232K +$245K +3,834 New
HH
615
HWG Holdings
Texas
$231K – – –
BTI
616
Blue Trust Inc
Georgia
$231K +$48.5K +759 +25%
AO
617
Advisor OS
Illinois
$229K +$575 +9 +0.2%
MA
618
MJP Associates
Connecticut
$229K +$575 +9 +0.2%
RF
619
Robinswood Financial
Washington
$228K – – –
PWM
620
Proathlete Wealth Management
Florida
$227K +$511 +8 +0.2%
RCM
621
RB Capital Management
Nevada
$225K – – –
BF
622
Brooklyn FI
New York
$222K – – –
CS
623
Capital Square
Tennessee
$220K – – –
CIA
624
Concurrent Investment Advisors
Florida
$220K +$232K +3,635 New
FCG
625
Financial Connections Group
California
$219K +$52.1K +815 +29%