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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
251
Avantax Advisory Services
Texas
$969K -$34.6K -1,035 -4%
CF
252
Cantor Fitzgerald
New York
$952K
BJL
253
Brighton Jones LLC
Washington
$949K +$4.44K +133 +0.5%
PA
254
Parallel Advisors
California
$946K +$26.1K +781 +3%
MWM
255
Mission Wealth Management
California
$929K -$35.4K -1,061 -4%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$927K
GC
257
Garde Capital
Washington
$918K
CWM
258
Curi Wealth Management
North Carolina
$912K +$2.27K +68 +0.3%
TI
259
tru Independence
Oregon
$910K -$52.7K -1,576 -6%
FWP
260
FAS Wealth Partners
Kansas
$906K +$4.44K +133 +0.5%
LIA
261
LBMC Investment Advisors
Tennessee
$904K +$1.8K +54 +0.2%
WAM
262
Weinberger Asset Management
California
$897K +$332K +9,929 +62%
BPC
263
Banque Pictet & Cie
Switzerland
$891K
PNAA
264
Pictet North America Advisors
Switzerland
$891K
MWM
265
Marietta Wealth Management
Georgia
$890K
AC
266
AWM Capital
Arizona
$878K +$1.64K +49 +0.2%
CRC
267
Curi RMB Capital
Illinois
$877K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$872K +$44.1K +1,319 +6%
RJA
269
Raymond James & Associates
Florida
$866K +$39.6K +1,185 +5%
FC
270
Financial Council
Maryland
$848K
AWS
271
Atria Wealth Solutions
New York
$844K -$8.85K -265 -1%
BWP
272
Balboa Wealth Partners
Arizona
$831K -$134 -4 -0%
MA
273
Mutual Advisors
Nebraska
$831K +$1.14K +34 +0.1%
WCA
274
Waypoint Capital Advisors
Minnesota
$829K +$211K +6,313 +36%
FPCP
275
Fort Point Capital Partners
California
$825K -$198K -5,931 -20%