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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
351
Pictet North America Advisors
Switzerland
$1.42M – – –
BWMG
352
Bannerman Wealth Management Group
Texas
$1.4M – – –
FPCP
353
Fort Point Capital Partners
California
$1.39M +$1.32M +25,180 New
FC
354
Financial Council
Maryland
$1.35M – – –
KCM
355
Kathmere Capital Management
Pennsylvania
$1.33M +$7.82K +149 +0.6%
PFM
356
Phillips Financial Management
Indiana
$1.31M +$3.04K +58 +0.2%
MT
357
Midwest Trust
Kansas
$1.28M +$18.7K +357 +2%
MA
358
Mutual Advisors
Nebraska
$1.28M -$104K -1,974 -8%
IAN
359
Integrated Advisors Network
Texas
$1.28M – – –
M&T Bank
360
M&T Bank
New York
$1.28M – – –
MFA
361
Mayflower Financial Advisors
Massachusetts
$1.28M +$48.7K +928 +4%
S
362
SignatureFD
Georgia
$1.26M +$210 +4 +0%
PA
363
Parallel Advisors
California
$1.26M – – –
TIAM2
364
Tru Independence Asset Management 2
Oregon
$1.26M -$88.7K -1,690 -7%
IWM
365
IHT Wealth Management
Illinois
$1.25M +$91.9K +1,750 +8%
MSF
366
Mustard Seed Financial
Arkansas
$1.25M +$210 +4 +0%
TIAAOA
367
Teachers Insurance & Annuity Association of America
New York
$1.25M – – –
VA
368
VestGen Advisors
Illinois
$1.25M +$315 +6 +0%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$1.23M -$409K -7,797 -26%
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$1.23M -$76.9K -1,465 -6%
AWS
371
Alliance Wealth Strategies
Virginia
$1.22M +$525 +10 +0%
PI
372
Parkside Investments
Illinois
$1.21M – – –
AFGAS
373
Allegiance Financial Group Advisory Services
Virginia
$1.21M -$7.14K -136 -0.6%
PMFA
374
Plante Moran Financial Advisors
Michigan
$1.18M – – –
KPWM
375
KDK Private Wealth Management
Texas
$1.18M – – –