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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
351
KDK Private Wealth Management
Texas
$879K +$912K +21,488 New
OWA
352
Oak Wealth Advisors
Illinois
$875K +$907K +21,375 New
DWM
353
David Wealth Management
Virginia
$874K +$907K +21,359 New
MWC
354
MBM Wealth Consultants
Missouri
$873K – – –
BWP
355
Balboa Wealth Partners
Arizona
$868K -$637 -15 -0.1%
CCWA
356
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$863K +$2.17K +51 +0.2%
RB
357
Renasant Bank
Mississippi
$861K – – –
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$842K – – –
AWA
359
Arbor Wealth Advisors
Michigan
$841K – – –
PFPT
360
Pinnacle Financial Partners (Tennessee)
Tennessee
$835K – – –
IWM
361
IHT Wealth Management
Illinois
$834K -$21.2K -499 -2%
SW
362
SVB Wealth
Massachusetts
$833K +$864K +20,354 New
FCI
363
Financial Counselors Inc
Kansas
$832K +$42.6K +1,004 +5%
KeyBank National Association
364
KeyBank National Association
Ohio
$832K -$1.95K -46 -0.2%
AIS
365
Accredited Investor Services
Minnesota
$829K +$860K +20,253 New
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$829K -$13.8K -325 -2%
S
367
SignatureFD
Georgia
$807K +$73K +1,720 +10%
RCAG
368
Rehmann Capital Advisory Group
Michigan
$805K -$5.47K -129 -0.7%
AWS
369
Atria Wealth Solutions
New York
$788K +$11.7K +275 +1%
RPCA
370
Running Point Capital Advisors
California
$786K – – –
ANB
371
Amarillo National Bank
Texas
$781K – – –
Susquehanna International Group
372
Susquehanna International Group
Pennsylvania
$778K -$730K -17,195 -47%
BFG
373
Berger Financial Group
Minnesota
$778K +$807K +19,009 New
PFA
374
Professional Financial Advisors
Nebraska
$749K +$777K +18,297 New
TI
375
tru Independence
Oregon
$747K -$152K -3,590 -16%