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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
351
VERITY Wealth Advisors
United States
$428K – – –
Franklin Resources
352
Franklin Resources
California
$428K +$1.99K +58 +0.5%
CT
353
Colonial Trust
South Carolina
$425K – – –
SS
354
Simplicity Solutions
Minnesota
$421K +$430K +12,561 New
BAM
355
Baldrige Asset Management
Pennsylvania
$414K – – –
FWM
356
Fortress Wealth Management
California
$409K +$582 +17 +0.1%
OC
357
Oakworth Capital
Alabama
$409K +$199K +5,803 +91%
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
$396K – – –
BCM
359
Brookstone Capital Management
Illinois
$389K – – –
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$384K -$2.71M -79,110 -87%
HCP
361
Holt Capital Partners
Texas
$382K – – –
HCM
362
Hollencrest Capital Management
California
$380K – – –
NGA
363
Naples Global Advisors
Florida
$371K +$1.71K +50 +0.5%
CFO
364
CVA Family Office
Colorado
$368K +$1.68K +49 +0.4%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$357K – – –
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$355K – – –
GWM
367
GDS Wealth Management
Texas
$352K +$70K +2,045 +24%
SPA
368
Shore Point Advisors
New Jersey
$351K +$138K +4,040 +63%
NCM
369
NCM Capital Management
New Jersey
$350K – – –
CSI
370
Cross Staff Investments
New York
$348K – – –
FCI
371
Financial Counselors Inc
Kansas
$346K – – –
KC
372
Kades & Cheifetz
Pennsylvania
$342K – – –
WWM
373
Western Wealth Management
Colorado
$340K – – –
KF
374
Krilogy Financial
Missouri
$339K +$27.5K +803 +9%
GD
375
Grandfield & Dodd
New York
$334K -$21.3K -622 -6%