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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
351
Balboa Wealth Partners
Arizona
$948K – – –
OWA
352
Oak Wealth Advisors
Illinois
$947K – – –
APP
353
Avantax Planning Partners
Iowa
$945K -$679K -15,595 -42%
IWM
354
IHT Wealth Management
Illinois
$920K +$3K +69 +0.3%
KCM
355
Kathmere Capital Management
Pennsylvania
$920K – – –
MWM
356
Marietta Wealth Management
Georgia
$912K -$24.4K -560 -3%
PFPT
357
Pinnacle Financial Partners (Tennessee)
Tennessee
$911K – – –
KeyBank National Association
358
KeyBank National Association
Ohio
$909K – – –
AIS
359
Accredited Investor Services
Minnesota
$908K -$2.87K -66 -0.3%
S
360
SignatureFD
Georgia
$906K +$55.4K +1,273 +7%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$888K +$7.14K +164 +0.8%
CTC
362
Central Trust Company
Missouri
$886K – – –
AC
363
AWM Capital
Arizona
$881K -$13K -299 -1%
XPN
364
XY Planning Network
Montana
$870K – – –
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$859K – – –
MHS
366
M Holdings Securities
Oregon
$857K -$7.58M -173,956 -90%
AWA
367
Arbor Wealth Advisors
Michigan
$856K -$60.6K -1,392 -7%
ANB
368
Amarillo National Bank
Texas
$853K – – –
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$844K -$367K -8,430 -31%
CB
370
Commerce Bank
Missouri
$842K – – –
DWM
371
Drive Wealth Management
Utah
$836K -$653 -15 -0.1%
B
372
BetterWealth
California
$833K -$208K -4,778 -20%
CFS
373
CRA Financial Services
New Jersey
$833K – – –
BBHC
374
Brown Brothers Harriman & Co
New York
$832K – – –
PFA
375
Professional Financial Advisors
Nebraska
$828K +$3.57K +82 +0.4%