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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
376
Badgley Phelps Wealth Managers
Washington
$482K +$174K +4,562 +63%
EWA
377
Elevate Wealth Advisory
Georgia
$481K +$879 +23 +0.2%
Kovitz Investment Group Partners
378
Kovitz Investment Group Partners
Illinois
$471K +$151K +3,941 +52%
Empower Advisory Group
379
Empower Advisory Group
Colorado
$471K -$176K -4,607 -29%
LNC
380
Lincoln National Corp
Pennsylvania
$469K +$29.1K +763 +7%
FWTB
381
First Western Trust Bank
Colorado
$465K -$78.9K -2,065 -15%
HCM
382
Hollencrest Capital Management
California
$464K
PTC
383
Private Trust Company
Ohio
$464K
NP
384
NorthRock Partners
Minnesota
$462K -$8.18K -214 -2%
NGA
385
Naples Global Advisors
Florida
$461K +$1.53K +40 +0.4%
CFO
386
CVA Family Office
Colorado
$458K +$1.53K +40 +0.4%
QCIG
387
Quad-Cities Investment Group
Iowa
$450K +$20.9K +547 +5%
SCM
388
Sollinda Capital Management
Florida
$447K +$417K +10,924 New
CT
389
Colonial Trust
South Carolina
$447K -$3.67K -96 -0.9%
AG
390
Ascent Group
Virginia
$444K +$414K +10,849 New
LCM
391
Liberty Capital Management
Michigan
$439K
EA
392
Efficient Advisors
Ohio
$439K -$24.6K -643 -6%
TCM
393
Towneley Capital Management
California
$438K
CIAS
394
Capital Investment Advisory Services
North Carolina
$432K +$379K +9,912 +1,534%
GWM
395
GDS Wealth Management
Texas
$429K
NCM
396
NCM Capital Management
New Jersey
$428K
CSI
397
Cross Staff Investments
New York
$425K
KC
398
Kades & Cheifetz
Pennsylvania
$423K +$1.41K +37 +0.4%
T
399
TNF
Montana
$422K +$36.4K +953 +10%
WWM
400
Western Wealth Management
Colorado
$415K