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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
Westmount Partners
California
$2.81M – – –
RSWM
252
Robertson Stephens Wealth Management
California
$2.74M -$231K -5,088 -8%
CCA
253
Clarity Capital Advisors
Florida
$2.71M +$54.9K +1,210 +2%
NHC
254
Nicholas Hoffman & Company
Georgia
$2.66M -$413K -9,100 -14%
BGWM
255
Bridge Generations Wealth Management
Florida
$2.64M -$18.3K -404 -0.7%
PAG
256
Poinciana Advisors Group
Florida
$2.62M +$212K +4,679 +9%
M
257
MATAURO
New York
$2.61M +$16.9K +373 +0.7%
FWM
258
Fonville Wealth Management
Virginia
$2.6M +$45 +1 +0%
TCM
259
Triumph Capital Management
Colorado
$2.59M +$2.52M +55,579 New
FC
260
Family CFO
California
$2.58M – – –
CAM
261
Clark Asset Management
New Hampshire
$2.56M +$1.29M +28,410 +107%
ACA
262
Aptus Capital Advisors
Alabama
$2.55M +$12.6K +277 +0.5%
FWMP
263
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M -$33.8K -745 -1%
CIAS
264
Capital Investment Advisory Services
North Carolina
$2.48M +$1.12M +24,708 +87%
QFA
265
Quantum Financial Advisors
California
$2.47M -$227K -4,996 -9%
TC
266
TAGStone Capital
North Carolina
$2.41M +$8.21K +181 +0.4%
WIM
267
Warwick Investment Management
Texas
$2.41M +$8.21K +181 +0.4%
CRC
268
Curi RMB Capital
Illinois
$2.39M -$262K -5,786 -10%
DAS
269
Daybright Advisory Services
Florida
$2.34M +$2.28M +50,271 New
CPIG
270
Chicago Partners Investment Group
Illinois
$2.3M -$9.89K -218 -0.5%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$2.3M -$1.68K -37 -0.1%
EH
272
Equitable Holdings
New York
$2.25M +$89.6K +1,975 +4%
KCWM
273
Kane Co Wealth Management
Iowa
$2.23M +$2.18M +47,954 New
GRP
274
Global Retirement Partners
California
$2.22M +$104K +2,282 +5%
IC
275
IEQ Capital
California
$2.21M +$2.18K +48 +0.1%