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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
326
Atria Wealth Solutions
New York
$746K -$4.63K -117 -0.6%
CG
327
Caprock Group
Idaho
$722K +$135K +3,407 +23%
PCA
328
Prosperity Capital Advisors
Ohio
$713K -$50.4K -1,275 -7%
RTL
329
Red Tortoise LLC
Georgia
$701K – – –
CWM
330
Cherrydale Wealth Management
New Jersey
$701K -$70K -1,770 -9%
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$699K – – –
Fisher Asset Management
332
Fisher Asset Management
Washington
$696K +$701K +17,726 New
FWP
333
Falcon Wealth Planning
California
$693K -$14.9K -376 -2%
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$693K -$382K -9,665 -35%
PMFA
335
Plante Moran Financial Advisors
Michigan
$687K – – –
KFI
336
Key Financial Inc
Pennsylvania
$681K – – –
B
337
Bailard
California
$675K -$28K -707 -4%
NFP
338
Narus Financial Partners
Utah
$674K +$5.38K +136 +0.8%
SVWAG
339
Sound View Wealth Advisors Group
Georgia
$674K – – –
DWM
340
Dakota Wealth Management
Florida
$668K – – –
GVAG
341
Great Valley Advisor Group
Delaware
$665K – – –
RK
342
Rather & Kittrell
Tennessee
$665K – – –
DADC
343
D.A. Davidson & Co
Montana
$658K – – –
LWM
344
Liberty Wealth Management
California
$640K -$461K -11,650 -42%
AWM
345
AE Wealth Management
Kansas
$634K +$305K +7,701 +91%
WA
346
Waverly Advisors
Alabama
$623K +$79.1K +1,999 +14%
PAS
347
Park Avenue Securities
New York
$618K – – –
WFA
348
WestHill Financial Advisors
California
$618K – – –
CAM
349
Clark Asset Management
New Hampshire
$617K – – –
MPW
350
Monterey Private Wealth
California
$614K +$2.14K +54 +0.3%