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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$1.17M +$1.16M +34,992 New
MW
227
Marcum Wealth
Ohio
$1.16M -$4.65K -140 -0.4%
GA
228
Greenspring Advisors
Maryland
$1.13M
AFGAS
229
Allegiance Financial Group Advisory Services
Virginia
$1.12M +$1.11M +33,467 New
TC
230
TownSquare Capital
Utah
$1.11M +$168K +5,048 +18%
CAMG
231
CWA Asset Management Group
Florida
$1.08M
SAS
232
Sanford Advisory Services
Michigan
$1.08M +$1.07M +32,323 New
CG
233
Caprock Group
Idaho
$1.08M +$55.6K +1,674 +5%
Financial Engines Advisors
234
Financial Engines Advisors
California
$1.08M +$997 +30 +0.1%
SOAG
235
Silver Oak Advisory Group
Oregon
$1.06M +$33 +1 +0%
AAS
236
Avantax Advisory Services
Texas
$1.04M +$2.09K +63 +0.2%
DAS
237
Dynamic Advisor Solutions
Arizona
$1.02M +$280K +8,434 +38%
FPCP
238
Fort Point Capital Partners
California
$999K
MFG
239
Merit Financial Group
Georgia
$996K +$33 +1 +0%
JIC
240
Johnson Investment Counsel
Ohio
$947K
MWM
241
Mission Wealth Management
California
$943K -$67.8K -2,039 -7%
TI
242
tru Independence
Oregon
$936K -$100 -3 -0%
OPS
243
Orion Portfolio Solutions
Nebraska
$934K +$123K +3,699 +15%
CF
244
Cantor Fitzgerald
New York
$924K
JP Morgan Chase
245
JP Morgan Chase
New York
$922K +$915K +27,530 New
BJL
246
Brighton Jones LLC
Washington
$913K +$257K +7,723 +40%
MWM
247
Marietta Wealth Management
Georgia
$910K
PFBT
248
Parkside Financial Bank & Trust
Missouri
$896K +$75.7K +2,277 +9%
GC
249
Garde Capital
Washington
$891K
CWM
250
Curi Wealth Management
North Carolina
$881K +$1.76K +53 +0.2%