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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
326
IEQ Capital
California
$745K -$18.7K -490 -3%
EW
327
Evoke Wealth
California
$741K +$412K +10,777 +147%
FWP
328
Falcon Wealth Planning
California
$737K +$38 +1 +0%
B
329
Bailard
California
$732K
RTL
330
Red Tortoise LLC
Georgia
$730K
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$728K
DWA
332
Delap Wealth Advisory
Oregon
$722K
TB
333
Treynor Bancshares
Iowa
$721K
IA
334
IFG Advisors
Missouri
$715K +$110K +2,887 +20%
PMFA
335
Plante Moran Financial Advisors
Michigan
$715K
KFI
336
Key Financial Inc
Pennsylvania
$710K
SVWAG
337
Sound View Wealth Advisors Group
Georgia
$702K
NFP
338
Narus Financial Partners
Utah
$697K
DWM
339
Dakota Wealth Management
Florida
$696K
GVAG
340
Great Valley Advisor Group
Delaware
$693K
RK
341
Rather & Kittrell
Tennessee
$692K
FTUS
342
Flow Traders U.S.
New York
$689K -$500K -13,098 -44%
DADC
343
D.A. Davidson & Co
Montana
$686K
PFA
344
Pure Financial Advisors
California
$654K +$90.3K +2,363 +17%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$650K -$22.4K -586 -4%
WFA
346
WestHill Financial Advisors
California
$643K
PAS
347
Park Avenue Securities
New York
$643K -$306 -8 -0.1%
CAM
348
Clark Asset Management
New Hampshire
$642K
DOA
349
D'Orazio & Associates
Virginia
$639K -$10.1K -265 -2%
MPW
350
Monterey Private Wealth
California
$637K +$1.64K +43 +0.3%