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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
326
Financial Counselors Inc
Kansas
$754K +$704K +18,429 New
IC
327
IEQ Capital
California
$745K -$18.7K -490 -3%
EW
328
Evoke Wealth
California
$741K +$412K +10,777 +147%
FWP
329
Falcon Wealth Planning
California
$737K +$38 +1 +0%
B
330
Bailard
California
$732K – – –
RTL
331
Red Tortoise LLC
Georgia
$730K – – –
PWLP
332
Prio Wealth Limited Partnership
Massachusetts
$728K – – –
DWA
333
Delap Wealth Advisory
Oregon
$722K – – –
TB
334
Treynor Bancshares
Iowa
$721K – – –
IA
335
IFG Advisors
Missouri
$715K +$110K +2,887 +20%
PMFA
336
Plante Moran Financial Advisors
Michigan
$715K – – –
KFI
337
Key Financial Inc
Pennsylvania
$710K – – –
SVWAG
338
Sound View Wealth Advisors Group
Georgia
$702K – – –
NFP
339
Narus Financial Partners
Utah
$697K – – –
DWM
340
Dakota Wealth Management
Florida
$696K – – –
GVAG
341
Great Valley Advisor Group
Delaware
$693K – – –
RK
342
Rather & Kittrell
Tennessee
$692K – – –
FTUS
343
Flow Traders U.S.
New York
$689K -$500K -13,098 -44%
DADC
344
D.A. Davidson & Co
Montana
$686K – – –
PFA
345
Pure Financial Advisors
California
$654K +$90.3K +2,363 +17%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$650K -$22.4K -586 -4%
WFA
347
WestHill Financial Advisors
California
$643K – – –
PAS
348
Park Avenue Securities
New York
$643K -$306 -8 -0.1%
CAM
349
Clark Asset Management
New Hampshire
$642K – – –
DOA
350
D'Orazio & Associates
Virginia
$639K -$10.1K -265 -2%