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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
301
Diversify Wealth Management
Utah
$2.13M +$381K +7,263 +23%
DAS
302
Diversify Advisory Services
Utah
$2.13M +$2.02M +38,380 New
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$2.13M -$41.5K -790 -2%
CIAS
304
CFS Investment Advisory Services
New Jersey
$2.12M -$122K -2,323 -6%
WFA
305
Websterrogers Financial Advisors
South Carolina
$2.08M -$12.7K -242 -0.6%
Brown Advisory
306
Brown Advisory
Maryland
$2.05M -$95.2K -1,814 -5%
M
307
MATAURO
New York
$2.04M +$153K +2,914 +9%
KCPG
308
Kavar Capital Partners Group
Kansas
$2.03M +$473 +9 +0%
FWP
309
FAS Wealth Partners
Kansas
$2M +$6.25K +119 +0.3%
E
310
Entelevest
Florida
$1.98M -$44.5K -848 -2%
JIC
311
Johnson Investment Counsel
Ohio
$1.98M – – –
IA
312
IFG Advisory
Georgia
$1.92M +$1.82M +34,740 +16,946%
EF
313
Empowered Funds
Pennsylvania
$1.91M -$105K -2,000 -5%
CIM
314
Cambria Investment Management
California
$1.91M +$19.1K +363 +1%
BFA
315
Beacon Financial Advisory
Ohio
$1.84M +$525 +10 +0%
QWM
316
Quadcap Wealth Management
Texas
$1.81M – – –
HSG
317
Helen Stephens Group
Texas
$1.8M – – –
XPN
318
XY Planning Network
Montana
$1.78M -$35.8K -681 -2%
KA
319
Klingman & Associates
New York
$1.77M +$35.2K +671 +2%
ATI
320
ARK & TLK Investments
Oklahoma
$1.76M -$27.1K -516 -2%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$1.72M -$7.77K -148 -0.5%
BB
322
Busey Bank
Illinois
$1.71M -$1.63K -31 -0.1%
AC
323
Applied Capital
Arkansas
$1.69M -$23K -438 -1%
CPW
324
Cogent Private Wealth
Florida
$1.68M -$37.9K -722 -2%
FF
325
Francis Financial
$1.68M -$270K -5,138 -14%