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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
376
Tiedemann Advisors
New York
$286K
GWM
377
GDS Wealth Management
Texas
$284K +$282K +8,482 New
CFS
378
CRA Financial Services
New Jersey
$277K +$43.2K +1,300 +19%
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
$271K -$33.2K -999 -11%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$270K -$48K -1,444 -15%
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$266K +$31.8K +956 +14%
WAM
382
Weinberger Asset Management
California
$259K +$257K +7,728 New
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$258K
PPW
384
Pasadena Private Wealth
California
$255K +$1.03K +31 +0.4%
LIM
385
Leavell Investment Management
Alabama
$251K
ASN
386
Advisory Services Network
Georgia
$251K +$249K +7,490 New
EW
387
Evoke Wealth
California
$246K
CBFP
388
Cedar Brook Financial Partners
Ohio
$244K +$997 +30 +0.4%
MW
389
MBL Wealth
North Carolina
$242K
BPWM
390
Badgley Phelps Wealth Managers
Washington
$242K
IF
391
Intrua Financial
Texas
$239K
WW
392
Waterfront Wealth
Kansas
$235K
GWM
393
GSB Wealth Management
Connecticut
$234K
WDL
394
Well Done LLC
Michigan
$234K
LFG
395
Lockerman Financial Group
California
$228K
MCA
396
Maryland Capital Advisors
Maryland
$225K
S
397
SignatureFD
Georgia
$222K -$117K -3,509 -35%
M
398
MOTCO
Texas
$218K +$216K +6,502 New
WTA
399
Washington Trust Advisors
Massachusetts
$217K
SPA
400
Shore Point Advisors
New Jersey
$215K +$214K +6,435 New