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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
276
Fort Point Capital Partners
California
$825K -$198K -5,931 -20%
LWM
277
Liberty Wealth Management
California
$809K +$176K +5,267 +29%
IA
278
IFG Advisory
Georgia
$806K -$835 -25 -0.1%
PFM
279
Phillips Financial Management
Indiana
$802K +$2.77K +83 +0.4%
FC
280
Family CFO
California
$798K +$32.3K +968 +4%
Renaissance Technologies
281
Renaissance Technologies
New York
$797K +$772K +23,100 New
CG
282
Colony Group
Massachusetts
$788K +$534K +15,981 +233%
LWM
283
LJI Wealth Management
Indiana
$780K +$21K +628 +3%
SWM
284
Seaside Wealth Management
California
$776K +$1.1K +33 +0.1%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$772K +$147K +4,401 +24%
AFGAS
286
Allegiance Financial Group Advisory Services
Virginia
$769K -$375K -11,211 -33%
Empower Advisory Group
287
Empower Advisory Group
Colorado
$767K – – –
CPSAC
288
Chas P. Smith & Associates (CPS)
Florida
$764K -$27.7K -829 -4%
CA
289
Clearstead Advisors
Ohio
$753K +$234K +7,010 +47%
MWC
290
MBM Wealth Consultants
Missouri
$749K – – –
CCWA
291
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$746K +$15.7K +471 +2%
SW
292
SVB Wealth
Massachusetts
$723K +$501 +15 +0.1%
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$720K -$175K -5,246 -20%
SPC
294
Sigma Planning Corp
Michigan
$719K +$96K +2,874 +16%
Bessemer Group
295
Bessemer Group
New Jersey
$718K – – –
CG
296
Caprock Group
Idaho
$715K -$927K -27,752 -57%
IWM
297
IHT Wealth Management
Illinois
$708K +$2.94K +88 +0.4%
KeyBank National Association
298
KeyBank National Association
Ohio
$707K – – –
RSWM
299
Robertson Stephens Wealth Management
California
$680K – – –
KCM
300
KM Capital Management
Texas
$664K -$1.02M -30,633 -61%