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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$879K +$897 +27 +0.1%
LIA
252
LBMC Investment Advisors
Tennessee
$873K +$2.09K +63 +0.2%
FWP
253
FAS Wealth Partners
Kansas
$871K +$3.52K +106 +0.4%
BPC
254
Banque Pictet & Cie
Switzerland
$865K
PNAA
255
Pictet North America Advisors
Switzerland
$865K
AWS
256
Atria Wealth Solutions
New York
$862K
BC
257
Burleson & Co
California
$856K
CWS
258
Confluence Wealth Services
Pennsylvania
$829K +$822K +24,749 New
FWTB
259
First Western Trust Bank
Colorado
$825K -$224K -6,755 -22%
FC
260
Financial Council
Maryland
$823K
VFP
261
Verus Financial Partners
Virginia
$820K +$210K +6,311 +38%
BWP
262
Balboa Wealth Partners
Arizona
$807K
MA
263
Mutual Advisors
Nebraska
$805K -$332 -10 -0%
IA
264
IFG Advisory
Georgia
$801K -$450K -13,542 -36%
SWM
265
Seaside Wealth Management
California
$797K +$831 +25 +0.1%
PFM
266
Phillips Financial Management
Indiana
$773K -$152K -4,566 -17%
CPSAC
267
Chas P. Smith & Associates (CPS)
Florida
$769K -$2.66K -80 -0.3%
RJA
268
Raymond James & Associates
Florida
$767K +$23.4K +705 +3%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$762K
BMCM
270
Bryn Mawr Capital Management
Pennsylvania
$761K
CG
271
Colony Group
Massachusetts
$760K +$2.09K +63 +0.3%
PCA
272
Personal Capital Advisors
California
$744K
SW
273
SVB Wealth
Massachusetts
$725K -$371K -11,169 -34%
BB
274
Busey Bank
Illinois
$723K
CCWA
275
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$721K +$45.6K +1,371 +7%