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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Curi Wealth Management
North Carolina
$570K +$2.03K +59 +0.4%
VCP
352
Vista Capital Partners
Oregon
$569K
LWL
353
Leo Wealth LLC
Texas
$565K +$522K +15,173 New
CIA
354
Capital Investment Advisors
Georgia
$552K
CG
355
Caprock Group
Idaho
$552K +$2.96K +86 +0.6%
TFA
356
TPG Financial Advisors
Oregon
$549K +$508K +14,752 New
IA
357
IFG Advisors
Missouri
$544K -$2K -58 -0.4%
CWM
358
Castle Wealth Management
Florida
$537K
G
359
GenTrust
Florida
$537K
CB
360
Cadence Bank
Mississippi
$536K
OFG
361
Oxford Financial Group
Indiana
$533K
BWM
362
Baystate Wealth Management
Massachusetts
$527K +$1.89K +55 +0.4%
CTC
363
Central Trust Company
Missouri
$524K
FWA
364
FSM Wealth Advisors
Ohio
$517K +$207 +6 +0%
CFO
365
Collective Family Office
Pennsylvania
$516K
WA
366
Waverly Advisors
Alabama
$515K +$1.86K +54 +0.4%
PFA
367
Pure Financial Advisors
California
$507K +$469K +13,629 New
FWTB
368
First Western Trust Bank
Colorado
$500K
Bessemer Group
369
Bessemer Group
New Jersey
$499K -$254K -7,388 -36%
QCM
370
Quantinno Capital Management
New York
$493K -$151K -4,379 -25%
CFFP
371
Center for Financial Planning
Michigan
$492K
AFA
372
American Financial Advisors
Georgia
$487K +$826 +24 +0.2%
RF
373
Robinswood Financial
Washington
$487K +$103 +3 +0%
Franklin Resources
374
Franklin Resources
California
$482K +$1.72K +50 +0.4%
VWA
375
VERITY Wealth Advisors
United States
$475K