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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
251
Bryn Mawr Capital Management
Pennsylvania
$978K +$222K +6,491 +29%
AAS
252
Avantax Advisory Services
Texas
$975K -$67.4K -1,969 -6%
BB
253
Busey Bank
Illinois
$970K +$252K +7,365 +34%
JIC
254
Johnson Investment Counsel
Ohio
$947K – – –
MWM
255
Mission Wealth Management
California
$937K -$5.96K -174 -0.6%
TI
256
tru Independence
Oregon
$936K – – –
CF
257
Cantor Fitzgerald
New York
$924K – – –
BJL
258
Brighton Jones LLC
Washington
$917K +$4.07K +119 +0.4%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$900K +$3.97K +116 +0.4%
PA
260
Parallel Advisors
California
$892K +$13.4K +392 +1%
GC
261
Garde Capital
Washington
$891K – – –
VFP
262
Verus Financial Partners
Virginia
$891K +$152K +4,440 +19%
CWM
263
Curi Wealth Management
North Carolina
$883K +$2.09K +61 +0.2%
LIA
264
LBMC Investment Advisors
Tennessee
$875K +$1.68K +49 +0.2%
FWP
265
FAS Wealth Partners
Kansas
$875K +$4.07K +119 +0.5%
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$874K +$894K +26,109 New
BPC
267
Banque Pictet & Cie
Switzerland
$865K – – –
PNAA
268
Pictet North America Advisors
Switzerland
$865K – – –
MWM
269
Marietta Wealth Management
Georgia
$864K -$47.7K -1,393 -5%
CRC
270
Curi RMB Capital
Illinois
$851K +$870K +25,420 New
AC
271
AWM Capital
Arizona
$851K +$329K +9,604 +61%
TC
272
TownSquare Capital
Utah
$848K -$267K -7,813 -24%
CWS
273
Confluence Wealth Services
Pennsylvania
$828K -$513 -15 -0.1%
AWS
274
Atria Wealth Solutions
New York
$828K -$34.2K -1,000 -4%
FC
275
Financial Council
Maryland
$823K – – –