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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
351
IHT Wealth Management
Illinois
$842K +$2.56K +61 +0.3%
PFPT
352
Pinnacle Financial Partners (Tennessee)
Tennessee
$841K
SW
353
SVB Wealth
Massachusetts
$839K +$420 +10 +0%
KeyBank National Association
354
KeyBank National Association
Ohio
$838K
RCAG
355
Rehmann Capital Advisory Group
Michigan
$831K +$20.4K +485 +2%
BCI
356
Brinker Capital Investments
Pennsylvania
$811K -$448K -10,665 -35%
OPS
357
Orion Portfolio Solutions
Nebraska
$811K -$448K -10,665 -35%
FCI
358
Financial Counselors Inc
Kansas
$802K -$37.2K -887 -4%
LWM
359
Liberty Wealth Management
California
$800K +$277K +6,593 +51%
S
360
SignatureFD
Georgia
$796K -$17.3K -411 -2%
DWM
361
Drive Wealth Management
Utah
$794K +$809K +19,271 New
RPCA
362
Running Point Capital Advisors
California
$791K
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$787K +$111K +2,634 +16%
BFG
364
Berger Financial Group
Minnesota
$787K +$3.36K +80 +0.4%
ANB
365
Amarillo National Bank
Texas
$786K
AWS
366
Atria Wealth Solutions
New York
$772K -$22.7K -541 -3%
CFS
367
CRA Financial Services
New Jersey
$769K +$400K +9,521 +104%
BBHC
368
Brown Brothers Harriman & Co
New York
$767K +$781K +18,614 New
PFA
369
Professional Financial Advisors
Nebraska
$757K +$3.06K +73 +0.4%
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$757K +$157K +3,733 +26%
TI
371
tru Independence
Oregon
$754K +$1.59K +38 +0.2%
PMFA
372
Plante Moran Financial Advisors
Michigan
$754K +$33.7K +802 +5%
CAM
373
Clark Asset Management
New Hampshire
$751K
EW
374
Evoke Wealth
California
$747K
CWM
375
Cherrydale Wealth Management
New Jersey
$744K +$1.93K +46 +0.3%