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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$777K +$1.17K +36 +0.1%
LIA
227
LBMC Investment Advisors
Tennessee
$771K +$2.73K +84 +0.3%
FWP
228
FAS Wealth Partners
Kansas
$767K +$4.36K +134 +0.5%
BPC
229
Banque Pictet & Cie
Switzerland
$765K – – –
PNAA
230
Pictet North America Advisors
Switzerland
$765K – – –
AWS
231
Atria Wealth Solutions
New York
$762K +$33 +1 +0%
BC
232
Burleson & Co
California
$757K – – –
ZF
233
Zhang Financial
Michigan
$747K -$18K -554 -2%
FC
234
Financial Council
Maryland
$728K – – –
PFBT
235
Parkside Financial Bank & Trust
Missouri
$725K – – –
OPS
236
Orion Portfolio Solutions
Nebraska
$716K +$36.1K +1,111 +5%
BWP
237
Balboa Wealth Partners
Arizona
$713K +$783K +24,091 New
MA
238
Mutual Advisors
Nebraska
$712K -$1.95K -60 -0.2%
CB
239
Commerce Bank
Missouri
$697K +$200K +6,164 +35%
Renaissance Technologies
240
Renaissance Technologies
New York
$687K +$754K +23,200 New
CPSAC
241
Chas P. Smith & Associates (CPS)
Florida
$683K -$3.25K -100 -0.4%
AFAS
242
Acorn Financial Advisory Services
Virginia
$683K +$751K +23,081 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$674K – – –
BMCM
244
Bryn Mawr Capital Management
Pennsylvania
$673K -$84K -2,584 -10%
CG
245
Colony Group
Massachusetts
$670K – – –
EIA
246
Eldridge Investment Advisors
New Hampshire
$661K +$390K +11,997 +116%
PCA
247
Personal Capital Advisors
California
$658K +$36K +1,108 +5%
RJA
248
Raymond James & Associates
Florida
$657K – – –
DAS
249
Dynamic Advisor Solutions
Arizona
$656K +$94.4K +2,904 +15%
MWC
250
MBM Wealth Consultants
Missouri
$654K +$695K +21,375 New