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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
276
Goldman Sachs
New York
$820K +$838K +24,492 New
BWP
277
Balboa Wealth Partners
Arizona
$807K – – –
MA
278
Mutual Advisors
Nebraska
$805K +$34 +1 +0%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$803K +$41.8K +1,222 +5%
RJA
280
Raymond James & Associates
Florida
$801K +$34.7K +1,013 +4%
IA
281
IFG Advisory
Georgia
$783K -$19.4K -567 -2%
PFM
282
Phillips Financial Management
Indiana
$775K +$2.57K +75 +0.3%
CPSAC
283
Chas P. Smith & Associates (CPS)
Florida
$769K – – –
SWM
284
Seaside Wealth Management
California
$751K -$46.3K -1,353 -6%
Empower Advisory Group
285
Empower Advisory Group
Colorado
$750K +$761K +22,219 New
FC
286
Family CFO
California
$742K +$73.5K +2,147 +11%
LWM
287
LJI Wealth Management
Indiana
$736K +$314K +9,185 +72%
FWTB
288
First Western Trust Bank
Colorado
$735K -$92.7K -2,708 -11%
MWC
289
MBM Wealth Consultants
Missouri
$716K – – –
W
290
WealthOne
New York
$713K -$274 -8 -0%
CCWA
291
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$708K -$14K -410 -2%
SW
292
SVB Wealth
Massachusetts
$701K -$24.8K -724 -3%
Bessemer Group
293
Bessemer Group
New Jersey
$697K +$11.3K +329 +2%
KeyBank National Association
294
KeyBank National Association
Ohio
$686K – – –
IWM
295
IHT Wealth Management
Illinois
$684K +$2.77K +81 +0.4%
RSWM
296
Robertson Stephens Wealth Management
California
$660K – – –
B
297
Bailard
California
$649K -$9.86K -288 -1%
DWT
298
Dorsey & Whitney Trust
South Dakota
$642K +$245K +7,146 +59%
IAIM
299
International Assets Investment Management
Florida
$640K +$817K +23,859 New
ANB
300
Amarillo National Bank
Texas
$639K – – –