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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Liberty Wealth Management
California
$809K +$176K +5,267 +29%
IA
277
IFG Advisory
Georgia
$806K -$835 -25 -0.1%
PFM
278
Phillips Financial Management
Indiana
$802K +$2.77K +83 +0.4%
FC
279
Family CFO
California
$798K +$32.3K +968 +4%
Renaissance Technologies
280
Renaissance Technologies
New York
$797K +$772K +23,100 New
CG
281
Colony Group
Massachusetts
$788K +$534K +15,981 +233%
LWM
282
LJI Wealth Management
Indiana
$780K +$20.2M +603,263 +2,746%
SWM
283
Seaside Wealth Management
California
$776K +$1.1K +33 +0.1%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$772K +$147K +4,401 +24%
AFGAS
285
Allegiance Financial Group Advisory Services
Virginia
$769K -$375K -11,211 -33%
Empower Advisory Group
286
Empower Advisory Group
Colorado
$767K
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$764K -$27.7K -829 -4%
CA
288
Clearstead Advisors
Ohio
$753K +$234K +7,010 +47%
MWC
289
MBM Wealth Consultants
Missouri
$749K
CCWA
290
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$746K +$15.7K +471 +2%
SW
291
SVB Wealth
Massachusetts
$723K +$501 +15 +0.1%
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$720K -$175K -5,246 -20%
SPC
293
Sigma Planning Corp
Michigan
$719K +$96K +2,874 +16%
Bessemer Group
294
Bessemer Group
New Jersey
$718K
CG
295
Caprock Group
Idaho
$715K -$927K -27,752 -57%
IWM
296
IHT Wealth Management
Illinois
$708K +$2.94K +88 +0.4%
KeyBank National Association
297
KeyBank National Association
Ohio
$707K
RSWM
298
Robertson Stephens Wealth Management
California
$680K
KCM
299
KM Capital Management
Texas
$664K -$1.02M -30,633 -61%
DWT
300
Dorsey & Whitney Trust
South Dakota
$661K