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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
351
Leavell Investment Management
Alabama
$222K
WW
352
Waterfront Wealth
Kansas
$222K
EW
353
Evoke Wealth
California
$217K
CBFP
354
Cedar Brook Financial Partners
Ohio
$215K +$1.24K +38 +0.5%
MW
355
MBL Wealth
North Carolina
$214K
BPWM
356
Badgley Phelps Wealth Managers
Washington
$214K +$235K +7,227 New
CFS
357
CRA Financial Services
New Jersey
$207K
IF
358
Intrua Financial
Texas
$207K
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$207K
WDL
360
Well Done LLC
Michigan
$207K +$227K +6,984 New
GWM
361
GSB Wealth Management
Connecticut
$207K +$228K +7,002 New
LFG
362
Lockerman Financial Group
California
$202K
MCA
363
Maryland Capital Advisors
Maryland
$199K +$218K +6,714 New
WTA
364
Washington Trust Advisors
Massachusetts
$192K
OC
365
Oakworth Capital
Alabama
$190K
AC
366
AlphaCore Capital
California
$164K
RA
367
Rise Advisors
New York
$164K +$943 +29 +0.5%
RP
368
Rowlandmiller & Partners
Georgia
$164K
UB
369
UMB Bank
Missouri
$162K +$178K +5,469 New
JHCP
370
Jackson Hole Capital Partners
Oklahoma
$160K
CFGS
371
Concourse Financial Group Securities
Alabama
$150K
RDFA
372
Ritter Daniher Financial Advisory
Ohio
$148K +$51.2K +1,575 +46%
BA
373
Bellwether Advisors
Nebraska
$144K
Bank of America
374
Bank of America
North Carolina
$144K +$158K +4,852 New
FA
375
Fortis Advisors
Pennsylvania
$122K +$715 +22 +0.5%