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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
226
Moneta Group Investment Advisors
Missouri
$4.9M -$14.1K -268 -0.3%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$4.83M -$613K -11,675 -12%
TCIIS
228
TIAA-CREF Individual & Institutional Services
New York
$4.79M +$139K +2,655 +3%
PAM
229
Pacific Asset Management
Washington
$4.77M -$20.3K -386 -0.4%
IFS
230
Intelligent Financial Strategies
Minnesota
$4.61M
PAG
231
Private Advisor Group
New Jersey
$4.46M +$2.06M +39,206 +94%
CCM
232
Cloud Capital Management
Washington
$4.45M +$477K +9,083 +13%
TWM
233
Tumwater Wealth Management
Idaho
$4.41M -$51.8K -987 -1%
PWM
234
Platform Wealth Management
Utah
$4.41M +$4.21M +80,137 New
BI
235
BluePrint Investing
California
$4.32M -$173K -3,287 -4%
VAM
236
Virtue Asset Management
Illinois
$4.23M
WT
237
Washington Trust
Rhode Island
$4.13M
KCA
238
Kilner Capital Advisors
Maryland
$4.1M -$42.2K -803 -1%
TC
239
TAGStone Capital
North Carolina
$4.08M -$62K -1,180 -2%
EFG
240
Embree Financial Group
Illinois
$4.08M -$83.6K -1,593 -2%
ACM
241
Aspen Capital Management
Idaho
$4.06M +$4.57K +87 +0.1%
AWP
242
Axis Wealth Partners
Rhode Island
$4.03M -$247K -4,713 -6%
VWA
243
Vistica Wealth Advisors
California
$4.02M +$37.6K +716 +1%
RFC
244
Regions Financial Corp
Alabama
$3.92M -$17.1K -326 -0.5%
PFS
245
Prospera Financial Services
Texas
$3.88M
WAN
246
Wealth Advisors Northwest
Oregon
$3.77M -$119K -2,267 -3%
BP
247
BWM Planning
Texas
$3.72M
CIAS
248
Capital Investment Advisory Services
North Carolina
$3.67M +$693K +13,198 +25%
CA
249
Clearstead Advisors
Ohio
$3.65M +$4.52K +86 +0.1%
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$3.61M +$35.3K +673 +1%