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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
251
Market Street Wealth Management Advisors
Indiana
$623K +$684K +21,026 New
IWM
252
IHT Wealth Management
Illinois
$619K +$24.4K +750 +4%
KeyBank National Association
253
KeyBank National Association
Ohio
$607K
WWM
254
Western Wealth Management
Colorado
$602K +$661K +20,314 New
CCWA
255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$597K +$2.02K +62 +0.3%
B
256
Bailard
California
$583K
RSWM
257
Robertson Stephens Wealth Management
California
$583K
BJL
258
Brighton Jones LLC
Washington
$578K -$732K -22,519 -54%
ANB
259
Amarillo National Bank
Texas
$565K
PMFA
260
Plante Moran Financial Advisors
Michigan
$563K
MA
261
MUFG Americas
New York
$556K -$66.5K -2,045 -10%
AWM
262
AE Wealth Management
Kansas
$536K -$94.2K -2,898 -14%
VFP
263
Verus Financial Partners
Virginia
$532K +$281K +8,654 +107%
APP
264
Avantax Planning Partners
Iowa
$529K
FWP
265
Falcon Wealth Planning
California
$527K
PWLP
266
Prio Wealth Limited Partnership
Massachusetts
$527K
USCWA
267
U.S. Capital Wealth Advisors
Texas
$526K
NFP
268
Narus Financial Partners
Utah
$522K +$65.8K +2,025 +13%
KFI
269
Key Financial Inc
Pennsylvania
$514K
TB
270
Treynor Bancshares
Iowa
$512K
DWM
271
Dakota Wealth Management
Florida
$504K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$503K +$25.9K +796 +5%
RK
273
Rather & Kittrell
Tennessee
$501K
DOA
274
D'Orazio & Associates
Virginia
$500K -$105K -3,219 -16%
WFA
275
WestHill Financial Advisors
California
$493K -$7.77K -239 -1%