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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$1.18M -$111K -2,651 -8%
CG
302
Caprock Group
Idaho
$1.17M -$15.6K -371 -1%
WCP
303
Wick Capital Partners
Pennsylvania
$1.17M +$228K +5,429 +24%
VFA
304
Valeo Financial Advisors
Indiana
$1.16M -$29K -690 -2%
FWCM
305
Ferguson Wellman Capital Management
Oregon
$1.14M
BJL
306
Brighton Jones LLC
Washington
$1.14M -$11.5K -273 -1%
CFIA
307
Cantor Fitzgerald Investment Advisors
New York
$1.13M
IA
308
IFG Advisory
Georgia
$1.13M -$4.91K -117 -0.4%
SAM
309
Smartleaf Asset Management
Massachusetts
$1.1M
MWML
310
M Wealth Management LLC
California
$1.1M -$135K -3,210 -11%
GC
311
Garde Capital
Washington
$1.1M
LIA
312
LBMC Investment Advisors
Tennessee
$1.09M +$1.89K +45 +0.2%
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$1.08M +$4.03K +96 +0.4%
SPIA
314
Steward Partners Investment Advisory
New York
$1.08M +$20.4K +486 +2%
IAN
315
Integrated Advisors Network
Texas
$1.07M -$239K -5,682 -18%
PNAA
316
Pictet North America Advisors
Switzerland
$1.06M
MA
317
Mutual Advisors
Nebraska
$1.03M +$1.51K +36 +0.1%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$10.5K +251 +1%
FC
319
Financial Council
Maryland
$1.01M
VFP
320
Verus Financial Partners
Virginia
$1.01M -$8.61K -205 -0.8%
PA
321
Parallel Advisors
California
$993K -$2.02K -48 -0.2%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$977K
AWM
323
Apollon Wealth Management
South Carolina
$971K -$126K -3,000 -11%
PFM
324
Phillips Financial Management
Indiana
$970K +$2.81K +67 +0.3%
B
325
BetterWealth
California
$965K -$1.05M -25,018 -52%