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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
351
D'Orazio & Associates
Virginia
$614K – – –
QCM
352
Quantinno Capital Management
New York
$606K +$81.1K +2,049 +15%
PTC
353
Private Trust Company
Ohio
$606K +$162K +4,100 +36%
LWL
354
Leo Wealth LLC
Texas
$601K +$2.73K +69 +0.5%
VCP
355
Vista Capital Partners
Oregon
$600K – – –
USCWA
356
U.S. Capital Wealth Advisors
Texas
$588K -$6.01K -152 -1%
TC
357
TownSquare Capital
Utah
$585K +$197K +4,981 +50%
KCM
358
Kathmere Capital Management
Pennsylvania
$584K +$373K +9,427 +173%
CIA
359
Capital Investment Advisors
Georgia
$582K – – –
TFA
360
TPG Financial Advisors
Oregon
$579K +$584K +14,752 New
MWA
361
Midland Wealth Advisors
Illinois
$578K -$21K -531 -3%
BAM
362
Belpointe Asset Management
Nevada
$573K +$577K +14,594 New
FCA
363
Fortis Capital Advisors
Kansas
$573K +$577K +14,594 New
BCM
364
Brookstone Capital Management
Illinois
$571K +$158 +4 +0%
G
365
GenTrust
Florida
$566K – – –
PFA
366
Pure Financial Advisors
California
$565K -$63.4K -1,603 -10%
OFG
367
Oxford Financial Group
Indiana
$563K – – –
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$552K +$66.6K +1,683 +14%
CTC
369
Central Trust Company
Missouri
$545K -$7.91K -200 -1%
CFO
370
Collective Family Office
Pennsylvania
$545K – – –
CB
371
Cadence Bank
Mississippi
$544K -$6.88K -174 -1%
FWA
372
FSM Wealth Advisors
Ohio
$533K +$277 +7 +0.1%
SCM
373
Sollinda Capital Management
Florida
$532K +$103K +2,612 +24%
RA
374
RFG Advisory
Alabama
$531K +$188K +4,756 +54%
CFFP
375
Center for Financial Planning
Michigan
$519K – – –