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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
226
Personal Capital Advisors
California
$667K +$703K +21,111 New
AWM
227
AE Wealth Management
Kansas
$663K +$698K +20,986 New
MA
228
MUFG Americas
New York
$658K +$693K +20,809 New
KeyBank National Association
229
KeyBank National Association
Ohio
$648K +$682K +20,504 New
IWM
230
IHT Wealth Management
Illinois
$637K +$671K +20,165 New
DOA
231
D'Orazio & Associates
Virginia
$636K +$669K +20,115 New
CCWA
232
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$636K +$669K +20,116 New
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$627K +$660K +19,835 New
AA
234
Addison Advisors
Vermont
$625K +$658K +19,770 New
RSWM
235
Robertson Stephens Wealth Management
California
$623K +$656K +19,721 New
B
236
Bailard
California
$622K +$655K +19,684 New
RWA
237
RGT Wealth Advisors
Texas
$613K +$645K +19,388 New
DAS
238
Dynamic Advisor Solutions
Arizona
$608K +$640K +19,237 New
ANB
239
Amarillo National Bank
Texas
$603K +$635K +19,084 New
PMFA
240
Plante Moran Financial Advisors
Michigan
$600K +$632K +19,002 New
CWM
241
Castle Wealth Management
Florida
$592K +$623K +18,733 New
RTL
242
Red Tortoise LLC
Georgia
$581K +$612K +18,394 New
APP
243
Avantax Planning Partners
Iowa
$565K +$595K +17,875 New
FWP
244
Falcon Wealth Planning
California
$563K +$592K +17,803 New
PWLP
245
Prio Wealth Limited Partnership
Massachusetts
$562K +$592K +17,795 New
USCWA
246
U.S. Capital Wealth Advisors
Texas
$561K +$591K +17,756 New
KFI
247
Key Financial Inc
Pennsylvania
$551K +$577K +17,351 New
CB
248
Commerce Bank
Missouri
$549K +$579K +17,392 New
TB
249
Treynor Bancshares
Iowa
$547K +$576K +17,308 New
DWM
250
Dakota Wealth Management
Florida
$538K +$566K +17,010 New