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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Curi Wealth Management
North Carolina
$881K +$1.76K +53 +0.2%
PA
252
Parallel Advisors
California
$879K +$897 +27 +0.1%
LIA
253
LBMC Investment Advisors
Tennessee
$873K +$2.09K +63 +0.2%
FWP
254
FAS Wealth Partners
Kansas
$871K +$3.52K +106 +0.4%
BPC
255
Banque Pictet & Cie
Switzerland
$865K – – –
PNAA
256
Pictet North America Advisors
Switzerland
$865K – – –
AWS
257
Atria Wealth Solutions
New York
$862K – – –
BC
258
Burleson & Co
California
$856K – – –
CWS
259
Confluence Wealth Services
Pennsylvania
$829K +$822K +24,749 New
FWTB
260
First Western Trust Bank
Colorado
$825K -$224K -6,755 -22%
FC
261
Financial Council
Maryland
$823K – – –
VFP
262
Verus Financial Partners
Virginia
$820K +$210K +6,311 +38%
BWP
263
Balboa Wealth Partners
Arizona
$807K – – –
MA
264
Mutual Advisors
Nebraska
$805K -$332 -10 -0%
IA
265
IFG Advisory
Georgia
$801K -$450K -13,542 -36%
SWM
266
Seaside Wealth Management
California
$797K +$831 +25 +0.1%
PFM
267
Phillips Financial Management
Indiana
$773K -$152K -4,566 -17%
CPSAC
268
Chas P. Smith & Associates (CPS)
Florida
$769K -$2.66K -80 -0.3%
RJA
269
Raymond James & Associates
Florida
$767K +$23.4K +705 +3%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$762K – – –
BMCM
271
Bryn Mawr Capital Management
Pennsylvania
$761K – – –
CG
272
Colony Group
Massachusetts
$760K +$2.09K +63 +0.3%
PCA
273
Personal Capital Advisors
California
$744K – – –
SW
274
SVB Wealth
Massachusetts
$725K -$371K -11,169 -34%
BB
275
Busey Bank
Illinois
$723K – – –