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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
276
D'Orazio & Associates
Virginia
$500K -$105K -3,219 -16%
WFA
277
WestHill Financial Advisors
California
$493K -$7.77K -239 -1%
MAC
278
Mason & Associates (California)
California
$493K – – –
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$490K -$107K -3,280 -17%
CPFP
280
Clear Perspectives Financial Planning
Ohio
$467K -$26.5K -816 -5%
VWA
281
V Wealth Advisors
Kansas
$458K +$252K +7,739 +100%
MPW
282
Monterey Private Wealth
California
$458K +$497K +15,278 New
FOA
283
Five Oceans Advisors
California
$455K +$4.33K +133 +0.9%
EA
284
Efficient Advisors
Ohio
$454K +$9.11K +280 +2%
VCP
285
Vista Capital Partners
Oregon
$452K -$24.4K -750 -5%
AC
286
AWM Capital
Arizona
$444K – – –
CB
287
Cadence Bank
Mississippi
$442K +$485K +14,921 New
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$439K +$56.7K +1,743 +13%
CIA
289
Capital Investment Advisors
Georgia
$439K +$482K +14,833 New
CWM
290
Castle Wealth Management
Florida
$437K -$129K -3,970 -21%
OFG
291
Oxford Financial Group
Indiana
$424K – – –
LNC
292
Lincoln National Corp
Pennsylvania
$419K +$3.25K +100 +0.7%
IA
293
IFG Advisors
Missouri
$414K +$358 +11 +0.1%
CFO
294
Collective Family Office
Pennsylvania
$411K – – –
WA
295
Waverly Advisors
Alabama
$400K +$440K +13,517 New
CA
296
Clearstead Advisors
Ohio
$395K -$21.9K -674 -5%
CFFP
297
Center for Financial Planning
Michigan
$391K – – –
AFA
298
American Financial Advisors
Georgia
$385K +$423K +13,006 New
RWA
299
RGT Wealth Advisors
Texas
$382K -$211K -6,475 -33%
CCM
300
Covington Capital Management
California
$378K – – –