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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSF
301
Mustard Seed Financial
Arkansas
$928K -$5.31K -139 -0.6%
SWM
302
Seaside Wealth Management
California
$924K +$1.18K +31 +0.1%
BWP
303
Balboa Wealth Partners
Arizona
$923K -$34.7K -908 -4%
SAM
304
Smartleaf Asset Management
Massachusetts
$912K +$53.9K +1,411 +7%
AFGAS
305
Allegiance Financial Group Advisory Services
Virginia
$904K +$267 +7 +0%
CB
306
Commerce Bank
Missouri
$897K -$355K -9,291 -30%
MWC
307
MBM Wealth Consultants
Missouri
$874K – – –
CA
308
Clearstead Advisors
Ohio
$873K – – –
CCWA
309
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K -$8.94K -234 -1%
RB
310
Renasant Bank
Mississippi
$861K +$804K +21,053 New
GCIM
311
Gunn & Company Investment Management
Florida
$860K – – –
CPSAC
312
Chas P. Smith & Associates (CPS)
Florida
$860K – – –
SW
313
SVB Wealth
Massachusetts
$859K +$420 +11 +0.1%
IWM
314
IHT Wealth Management
Illinois
$848K +$2.41K +63 +0.3%
KeyBank National Association
315
KeyBank National Association
Ohio
$845K – – –
PFPT
316
Pinnacle Financial Partners (Tennessee)
Tennessee
$834K – – –
RCAG
317
Rehmann Capital Advisory Group
Michigan
$829K +$44K +1,151 +6%
CWM
318
Cherrydale Wealth Management
New Jersey
$803K -$273K -7,134 -27%
LW
319
Lauer Wealth
Indiana
$797K – – –
PCA
320
Prosperity Capital Advisors
Ohio
$795K +$313K +8,196 +73%
Renaissance Technologies
321
Renaissance Technologies
New York
$793K +$741K +19,400 New
DWT
322
Dorsey & Whitney Trust
South Dakota
$784K – – –
AWS
323
Atria Wealth Solutions
New York
$782K -$12.4K -324 -2%
ANB
324
Amarillo National Bank
Texas
$781K – – –
S
325
SignatureFD
Georgia
$777K +$369K +9,659 +103%