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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Caprock Group
Idaho
$722K +$135K +3,407 +23%
PCA
327
Prosperity Capital Advisors
Ohio
$713K -$50.4K -1,275 -7%
RTL
328
Red Tortoise LLC
Georgia
$701K
CWM
329
Cherrydale Wealth Management
New Jersey
$701K -$70K -1,770 -9%
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$699K
Fisher Asset Management
331
Fisher Asset Management
Washington
$696K +$701K +17,726 New
FWP
332
Falcon Wealth Planning
California
$693K -$14.9K -376 -2%
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$693K -$382K -9,665 -35%
PMFA
334
Plante Moran Financial Advisors
Michigan
$687K
KFI
335
Key Financial Inc
Pennsylvania
$681K
B
336
Bailard
California
$675K -$28K -707 -4%
NFP
337
Narus Financial Partners
Utah
$674K +$5.38K +136 +0.8%
SVWAG
338
Sound View Wealth Advisors Group
Georgia
$674K
DWM
339
Dakota Wealth Management
Florida
$668K
GVAG
340
Great Valley Advisor Group
Delaware
$665K
RK
341
Rather & Kittrell
Tennessee
$665K
DADC
342
D.A. Davidson & Co
Montana
$658K
LWM
343
Liberty Wealth Management
California
$640K -$461K -11,650 -42%
AWM
344
AE Wealth Management
Kansas
$634K +$305K +7,701 +91%
WA
345
Waverly Advisors
Alabama
$623K +$79.1K +1,999 +14%
PAS
346
Park Avenue Securities
New York
$618K
WFA
347
WestHill Financial Advisors
California
$618K
CAM
348
Clark Asset Management
New Hampshire
$617K
MPW
349
Monterey Private Wealth
California
$614K +$2.14K +54 +0.3%
DOA
350
D'Orazio & Associates
Virginia
$614K