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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
351
Pasadena Private Wealth
California
$225K +$1.27K +39 +0.5%
LIM
352
Leavell Investment Management
Alabama
$222K – – –
WW
353
Waterfront Wealth
Kansas
$222K – – –
CIAS
354
CFS Investment Advisory Services
New Jersey
$220K +$242K +7,432 New
EW
355
Evoke Wealth
California
$217K – – –
CBFP
356
Cedar Brook Financial Partners
Ohio
$215K +$1.24K +38 +0.5%
MW
357
MBL Wealth
North Carolina
$214K – – –
BPWM
358
Badgley Phelps Wealth Managers
Washington
$214K +$235K +7,227 New
CFS
359
CRA Financial Services
New Jersey
$207K – – –
IF
360
Intrua Financial
Texas
$207K – – –
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$207K – – –
WDL
362
Well Done LLC
Michigan
$207K +$227K +6,984 New
GWM
363
GSB Wealth Management
Connecticut
$207K +$228K +7,002 New
LFG
364
Lockerman Financial Group
California
$202K – – –
MCA
365
Maryland Capital Advisors
Maryland
$199K +$218K +6,714 New
WTA
366
Washington Trust Advisors
Massachusetts
$192K – – –
OC
367
Oakworth Capital
Alabama
$190K – – –
AC
368
AlphaCore Capital
California
$164K – – –
RA
369
Rise Advisors
New York
$164K +$943 +29 +0.5%
RP
370
Rowlandmiller & Partners
Georgia
$164K – – –
UB
371
UMB Bank
Missouri
$162K +$178K +5,469 New
JHCP
372
Jackson Hole Capital Partners
Oklahoma
$160K – – –
CFGS
373
Concourse Financial Group Securities
Alabama
$150K – – –
RDFA
374
Ritter Daniher Financial Advisory
Ohio
$148K +$51.2K +1,575 +46%
BA
375
Bellwether Advisors
Nebraska
$144K – – –