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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$663K +$698K +20,986 New
MA
227
MUFG Americas
New York
$658K +$693K +20,809 New
KeyBank National Association
228
KeyBank National Association
Ohio
$648K +$682K +20,504 New
IWM
229
IHT Wealth Management
Illinois
$637K +$671K +20,165 New
DOA
230
D'Orazio & Associates
Virginia
$636K +$669K +20,115 New
CCWA
231
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$636K +$669K +20,116 New
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$627K +$660K +19,835 New
AA
233
Addison Advisors
Vermont
$625K +$658K +19,770 New
RSWM
234
Robertson Stephens Wealth Management
California
$623K +$656K +19,721 New
B
235
Bailard
California
$622K +$655K +19,684 New
RWA
236
RGT Wealth Advisors
Texas
$613K +$645K +19,388 New
DAS
237
Dynamic Advisor Solutions
Arizona
$608K +$640K +19,237 New
ANB
238
Amarillo National Bank
Texas
$603K +$635K +19,084 New
PMFA
239
Plante Moran Financial Advisors
Michigan
$600K +$632K +19,002 New
CWM
240
Castle Wealth Management
Florida
$592K +$623K +18,733 New
RTL
241
Red Tortoise LLC
Georgia
$581K +$612K +18,394 New
APP
242
Avantax Planning Partners
Iowa
$565K +$595K +17,875 New
FWP
243
Falcon Wealth Planning
California
$563K +$592K +17,803 New
PWLP
244
Prio Wealth Limited Partnership
Massachusetts
$562K +$592K +17,795 New
USCWA
245
U.S. Capital Wealth Advisors
Texas
$561K +$591K +17,756 New
KFI
246
Key Financial Inc
Pennsylvania
$551K +$577K +17,351 New
CB
247
Commerce Bank
Missouri
$549K +$579K +17,392 New
TB
248
Treynor Bancshares
Iowa
$547K +$576K +17,308 New
DWM
249
Dakota Wealth Management
Florida
$538K +$566K +17,010 New
WFA
250
WestHill Financial Advisors
California
$534K +$562K +16,899 New