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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFG Advisors
Missouri
$458K +$334 +10 +0.1%
CFFP
352
Center for Financial Planning
Michigan
$456K – – –
AFA
353
American Financial Advisors
Georgia
$452K +$1.07K +32 +0.2%
RF
354
Robinswood Financial
Washington
$451K +$437K +13,079 New
Franklin Resources
355
Franklin Resources
California
$443K +$2.17K +65 +0.5%
VWA
356
VERITY Wealth Advisors
United States
$441K – – –
LNC
357
Lincoln National Corp
Pennsylvania
$437K -$32.2K -963 -7%
W
358
WealthOne
New York
$423K -$302K -9,028 -42%
FWM
359
Fortress Wealth Management
California
$422K +$601 +18 +0.1%
OC
360
Oakworth Capital
Alabama
$421K – – –
NA
361
NewEdge Advisors
Louisiana
$421K +$274K +8,202 +205%
CT
362
Colonial Trust
South Carolina
$420K -$17K -510 -4%
TRCT
363
Tower Research Capital (TRC)
New York
$420K +$141K +4,223 +53%
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$409K – – –
HCP
365
Holt Capital Partners
Texas
$394K – – –
HCM
366
Hollencrest Capital Management
California
$391K – – –
BCM
367
Brookstone Capital Management
Illinois
$391K – – –
NGA
368
Naples Global Advisors
Florida
$384K +$1.87K +56 +0.5%
CFO
369
CVA Family Office
Colorado
$381K +$1.87K +56 +0.5%
LCM
370
Liberty Capital Management
Michigan
$371K +$359K +10,742 New
QCM
371
Quantinno Capital Management
New York
$366K +$355K +10,614 New
SPA
372
Shore Point Advisors
New Jersey
$365K +$3.34K +100 +1%
GWM
373
GDS Wealth Management
Texas
$362K -$1.37K -41 -0.4%
NCM
374
NCM Capital Management
New Jersey
$361K – – –
CSI
375
Cross Staff Investments
New York
$358K – – –