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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
301
Fort Point Capital Partners
California
$976K – – –
PFM
302
Phillips Financial Management
Indiana
$976K +$2.87K +71 +0.3%
LI
303
LRI Investments
Florida
$968K +$548K +13,568 +154%
AFGAS
304
Allegiance Financial Group Advisory Services
Virginia
$968K +$44.5K +1,101 +5%
M&T Bank
305
M&T Bank
New York
$967K – – –
AWM
306
Apollon Wealth Management
South Carolina
$951K -$28.3K -700 -3%
TIAAOA
307
Teachers Insurance & Annuity Association of America
New York
$945K +$916K +22,672 New
SWM
308
Seaside Wealth Management
California
$945K +$1.05K +26 +0.1%
MSF
309
Mustard Seed Financial
Arkansas
$926K +$121 +3 +0%
AC
310
AWM Capital
Arizona
$921K -$118K -2,925 -12%
TI
311
tru Independence
Oregon
$911K -$68.7K -1,700 -7%
CB
312
Commerce Bank
Missouri
$909K -$2.83K -70 -0.3%
MWC
313
MBM Wealth Consultants
Missouri
$891K – – –
BWP
314
Balboa Wealth Partners
Arizona
$885K – – –
MKW
315
Mullaney, Keating & Wright
Connecticut
$883K +$544K +13,457 +174%
RB
316
Renasant Bank
Mississippi
$878K – – –
CCWA
317
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$877K +$1.98K +49 +0.2%
IWM
318
IHT Wealth Management
Illinois
$870K +$2.59K +64 +0.3%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$858K -$26.9K -666 -3%
CPSAC
320
Chas P. Smith & Associates (CPS)
Florida
$858K – – –
GCIM
321
Gunn & Company Investment Management
Florida
$858K – – –
AWA
322
Arbor Wealth Advisors
Michigan
$856K – – –
PFPT
323
Pinnacle Financial Partners (Tennessee)
Tennessee
$850K – – –
KeyBank National Association
324
KeyBank National Association
Ohio
$850K -$11K -272 -1%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$826K -$45.8K -1,133 -5%