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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
326
Fort Point Capital Partners
California
$964K
SOAG
327
Silver Oak Advisory Group
Oregon
$964K -$191K -4,554 -16%
M&T Bank
328
M&T Bank
New York
$956K
AFGAS
329
Allegiance Financial Group Advisory Services
Virginia
$949K +$1.18K +28 +0.1%
SWM
330
Seaside Wealth Management
California
$937K +$1.47K +35 +0.2%
DWT
331
Dorsey & Whitney Trust
South Dakota
$935K
TIAAOA
332
Teachers Insurance & Annuity Association of America
New York
$934K
PWAM
333
Private Wealth Asset Management
Iowa
$928K +$945K +22,521 New
ACM
334
Absolute Capital Management
Pennsylvania
$923K -$137K -3,266 -13%
MSF
335
Mustard Seed Financial
Arkansas
$916K +$126 +3 +0%
MWM
336
Marietta Wealth Management
Georgia
$901K -$65.9K -1,570 -7%
CB
337
Commerce Bank
Missouri
$898K
CPA
338
Cathy Pareto & Associates
Florida
$891K +$336 +8 +0%
KPWM
339
KDK Private Wealth Management
Texas
$886K
MWC
340
MBM Wealth Consultants
Missouri
$881K
DWM
341
David Wealth Management
Virginia
$880K
BWP
342
Balboa Wealth Partners
Arizona
$874K
OWA
343
Oak Wealth Advisors
Illinois
$873K -$7.77K -185 -0.9%
CCWA
344
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$871K +$1.97K +47 +0.2%
CIAS
345
Capital Investment Advisory Services
North Carolina
$863K +$420K +10,000 +91%
AC
346
AWM Capital
Arizona
$859K -$35.3K -841 -4%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$859K +$24.5K +584 +3%
CPSAC
348
Chas P. Smith & Associates (CPS)
Florida
$848K
AIS
349
Accredited Investor Services
Minnesota
$848K +$13.4K +320 +2%
AWA
350
Arbor Wealth Advisors
Michigan
$847K