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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Seaside Wealth Management
California
$924K +$1.18K +31 +0.1%
BWP
302
Balboa Wealth Partners
Arizona
$923K -$34.7K -908 -4%
SAM
303
Smartleaf Asset Management
Massachusetts
$912K +$53.9K +1,411 +7%
AFGAS
304
Allegiance Financial Group Advisory Services
Virginia
$904K +$267 +7 +0%
CB
305
Commerce Bank
Missouri
$897K -$355K -9,291 -30%
MWC
306
MBM Wealth Consultants
Missouri
$874K
CA
307
Clearstead Advisors
Ohio
$873K
CCWA
308
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$862K -$8.94K -234 -1%
RB
309
Renasant Bank
Mississippi
$861K +$804K +21,053 New
GCIM
310
Gunn & Company Investment Management
Florida
$860K
CPSAC
311
Chas P. Smith & Associates (CPS)
Florida
$860K
SW
312
SVB Wealth
Massachusetts
$859K +$420 +11 +0.1%
IWM
313
IHT Wealth Management
Illinois
$848K +$2.41K +63 +0.3%
KeyBank National Association
314
KeyBank National Association
Ohio
$845K
PFPT
315
Pinnacle Financial Partners (Tennessee)
Tennessee
$834K
RCAG
316
Rehmann Capital Advisory Group
Michigan
$829K +$44K +1,151 +6%
CWM
317
Cherrydale Wealth Management
New Jersey
$803K -$273K -7,134 -27%
LW
318
Lauer Wealth
Indiana
$797K
PCA
319
Prosperity Capital Advisors
Ohio
$795K +$313K +8,196 +73%
Renaissance Technologies
320
Renaissance Technologies
New York
$793K +$741K +19,400 New
DWT
321
Dorsey & Whitney Trust
South Dakota
$784K
AWS
322
Atria Wealth Solutions
New York
$782K -$12.4K -324 -2%
ANB
323
Amarillo National Bank
Texas
$781K
S
324
SignatureFD
Georgia
$777K +$369K +9,659 +103%
FCI
325
Financial Counselors Inc
Kansas
$754K +$704K +18,429 New