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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
351
Arbor Wealth Advisors
Michigan
$847K – – –
IWM
352
IHT Wealth Management
Illinois
$842K +$2.56K +61 +0.3%
PFPT
353
Pinnacle Financial Partners (Tennessee)
Tennessee
$841K – – –
SW
354
SVB Wealth
Massachusetts
$839K +$420 +10 +0%
KeyBank National Association
355
KeyBank National Association
Ohio
$838K – – –
RCAG
356
Rehmann Capital Advisory Group
Michigan
$831K +$20.4K +485 +2%
BCI
357
Brinker Capital Investments
Pennsylvania
$811K -$448K -10,665 -35%
OPS
358
Orion Portfolio Solutions
Nebraska
$811K -$448K -10,665 -35%
FCI
359
Financial Counselors Inc
Kansas
$802K -$37.2K -887 -4%
LWM
360
Liberty Wealth Management
California
$800K +$277K +6,593 +51%
S
361
SignatureFD
Georgia
$796K -$17.3K -411 -2%
DWM
362
Drive Wealth Management
Utah
$794K +$809K +19,271 New
RPCA
363
Running Point Capital Advisors
California
$791K – – –
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$787K +$111K +2,634 +16%
BFG
365
Berger Financial Group
Minnesota
$787K +$3.36K +80 +0.4%
ANB
366
Amarillo National Bank
Texas
$786K – – –
AWS
367
Atria Wealth Solutions
New York
$772K -$22.7K -541 -3%
CFS
368
CRA Financial Services
New Jersey
$769K +$400K +9,521 +104%
BBHC
369
Brown Brothers Harriman & Co
New York
$767K +$781K +18,614 New
PFA
370
Professional Financial Advisors
Nebraska
$757K +$3.06K +73 +0.4%
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$757K +$157K +3,733 +26%
TI
372
tru Independence
Oregon
$754K +$1.59K +38 +0.2%
PMFA
373
Plante Moran Financial Advisors
Michigan
$754K +$33.7K +802 +5%
CAM
374
Clark Asset Management
New Hampshire
$751K – – –
EW
375
Evoke Wealth
California
$747K – – –