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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
Mutual Advisors
Nebraska
$805K +$34 +1 +0%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$803K +$41.8K +1,222 +5%
RJA
278
Raymond James & Associates
Florida
$801K +$34.7K +1,013 +4%
IA
279
IFG Advisory
Georgia
$783K -$19.4K -567 -2%
PFM
280
Phillips Financial Management
Indiana
$775K +$2.57K +75 +0.3%
CPSAC
281
Chas P. Smith & Associates (CPS)
Florida
$769K
SWM
282
Seaside Wealth Management
California
$751K -$46.3K -1,353 -6%
Empower Advisory Group
283
Empower Advisory Group
Colorado
$750K +$761K +22,219 New
FC
284
Family CFO
California
$742K +$73.5K +2,147 +11%
LWM
285
LJI Wealth Management
Indiana
$736K +$314K +9,185 +72%
FWTB
286
First Western Trust Bank
Colorado
$735K -$92.7K -2,708 -11%
MWC
287
MBM Wealth Consultants
Missouri
$716K
W
288
WealthOne
New York
$713K -$274 -8 -0%
CCWA
289
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$708K -$14K -410 -2%
SW
290
SVB Wealth
Massachusetts
$701K -$24.8K -724 -3%
Bessemer Group
291
Bessemer Group
New Jersey
$697K +$11.3K +329 +2%
KeyBank National Association
292
KeyBank National Association
Ohio
$686K
IWM
293
IHT Wealth Management
Illinois
$684K +$2.77K +81 +0.4%
RSWM
294
Robertson Stephens Wealth Management
California
$660K
B
295
Bailard
California
$649K -$9.86K -288 -1%
DWT
296
Dorsey & Whitney Trust
South Dakota
$642K +$245K +7,146 +59%
IAIM
297
International Assets Investment Management
Florida
$640K +$817K +23,859 New
ANB
298
Amarillo National Bank
Texas
$639K
PMFA
299
Plante Moran Financial Advisors
Michigan
$636K
RTL
300
Red Tortoise LLC
Georgia
$616K