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Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
776
City State Bank
Iowa
$204K – – –
BWM
777
BNC Wealth Management
Oregon
$203K – – –
WFA
778
Woodward Financial Advisors
North Carolina
$203K +$218K +2,940 New
BBFA
779
Brindle & Bay Financial Advisors
Texas
$201K – – –
MCM
780
Morton Capital Management
California
$201K – – –
GCP
781
Gill Capital Partners
Colorado
$189K +$197K +2,661 New
AIM
782
Acropolis Investment Management
Missouri
$174K +$182K +2,450 New
KFAS
783
Keating Financial Advisory Services
Kansas
$169K – – –
TCM
784
Tradewinds Capital Management
Washington
$166K +$445 +6 +0.3%
GWSA
785
Global Wealth Strategies & Associates
Colorado
$164K -$2.37K -32 -1%
JWM
786
JPL Wealth Management
Colorado
$164K +$171K +2,307 New
SIM
787
Synergy Investment Management
Florida
$163K +$171K +2,301 New
Russell Investments Group
788
Russell Investments Group
United Kingdom
$163K -$15.6K -211 -8%
PTC
789
Private Trust Company
Ohio
$161K – – –
RWM
790
Raffa Wealth Management
District of Columbia
$159K +$371 +5 +0.2%
BWA
791
Basecamp Wealth Advisors
Washington
$159K – – –
HNB
792
Hilltop National Bank
Wyoming
$153K – – –
SWA
793
Strategic Wealth Advisors
Arizona
$151K -$8.6K -116 -5%
RWM
794
Rialto Wealth Management
New York
$148K +$78K +1,053 +102%
OC
795
Oakworth Capital
Alabama
$147K – – –
KPP
796
Kings Path Partners
Texas
$140K -$16.9K -228 -10%
FFA
797
Frazier Financial Advisors
Ohio
$138K -$15.8K -213 -10%
BTI
798
Blue Trust Inc
Georgia
$136K +$3.04K +41 +2%
IWP
799
IAG Wealth Partners
Wisconsin
$133K – – –
3FI
800
3 Factor Indexing
California
$133K +$139K +1,874 New