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Dimensional US Marketwide Value ETF

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