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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Seaside Wealth Management
California
$897K -$61.4K -1,528 -7%
CCWA
352
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K +$2.21K +55 +0.3%
OWA
353
Oak Wealth Advisors
Illinois
$896K
DWM
354
David Wealth Management
Virginia
$889K -$13.1K -327 -2%
MWM
355
Marietta Wealth Management
Georgia
$887K -$36.1K -900 -4%
XPN
356
XY Planning Network
Montana
$870K +$381K +9,476 +85%
KCM
357
Kathmere Capital Management
Pennsylvania
$870K +$228K +5,686 +38%
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$870K
AWA
359
Arbor Wealth Advisors
Michigan
$869K
ACM
360
Absolute Capital Management
Pennsylvania
$868K -$75K -1,867 -8%
IWM
361
IHT Wealth Management
Illinois
$867K +$2.89K +72 +0.4%
BCI
362
Brinker Capital Investments
Pennsylvania
$866K +$32.2K +801 +4%
PFPT
363
Pinnacle Financial Partners (Tennessee)
Tennessee
$862K
SW
364
SVB Wealth
Massachusetts
$861K +$442 +11 +0.1%
AIS
365
Accredited Investor Services
Minnesota
$861K -$8.03K -200 -1%
KeyBank National Association
366
KeyBank National Association
Ohio
$860K
AC
367
AWM Capital
Arizona
$846K -$33.4K -832 -4%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$842K -$37.3K -930 -4%
CTC
369
Central Trust Company
Missouri
$838K +$261K +6,491 +49%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$833K -$18.7K -465 -2%
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$813K +$34.4K +856 +5%
RPCA
372
Running Point Capital Advisors
California
$811K -$1K -25 -0.1%
AWS
373
Atria Wealth Solutions
New York
$807K +$13K +323 +2%
ANB
374
Amarillo National Bank
Texas
$807K
IA
375
IFP Advisors
Florida
$805K +$612K +15,245 +403%