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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
Warwick Investment Management
Texas
$2.08M +$2.16M +50,871 New
SSW
252
Stone Summit Wealth
Florida
$2.06M -$47K -1,107 -2%
TC
253
TAGStone Capital
North Carolina
$2.04M +$32.4K +763 +2%
B
254
BetterWealth
California
$1.98M +$6.07K +143 +0.3%
PW
255
Peninsula Wealth
California
$1.98M +$4.97K +117 +0.2%
2L
256
25 LLC
Missouri
$1.96M +$1.49K +35 +0.1%
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$1.95M +$1.22M +28,646 +151%
FC
258
Family CFO
California
$1.91M +$336K +7,924 +20%
AA
259
Ancora Advisors
Ohio
$1.9M -$793K -18,689 -29%
VWA
260
Valued Wealth Advisors
Utah
$1.87M -$37.5K -883 -2%
NA
261
NewEdge Advisors
Louisiana
$1.86M +$148K +3,490 +8%
GRP
262
Global Retirement Partners
California
$1.79M +$119K +2,804 +7%
AP
263
Adero Partners
California
$1.78M -$101K -2,390 -5%
BTI
264
Blue Trust Inc
Georgia
$1.77M -$2K -47 -0.1%
William Blair & Company
265
William Blair & Company
Illinois
$1.77M +$6.75K +159 +0.4%
EH
266
Equitable Holdings
New York
$1.73M -$688K -16,203 -28%
TFO
267
Tarbox Family Office
California
$1.73M +$424 +10 +0%
CW
268
Curio Wealth
Maryland
$1.72M +$1.79M +42,128 New
WFA
269
Websterrogers Financial Advisors
South Carolina
$1.72M +$467 +11 +0%
IA
270
IFG Advisors
Missouri
$1.7M +$535K +12,611 +44%
RWM
271
Rialto Wealth Management
New York
$1.69M +$1.75M +41,283 New
BWMG
272
Bannerman Wealth Management Group
Texas
$1.68M +$1.74M +41,110 New
CRC
273
Curi RMB Capital
Illinois
$1.67M +$2.84K +67 +0.2%
BFA
274
Beacon Financial Advisory
Ohio
$1.63M +$13.7K +322 +0.8%
BCM
275
Basso Capital Management
Connecticut
$1.58M -$425K -10,010 -21%