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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
376
KM Capital Management
Texas
$492K -$14.9K -389 -3%
BPWM
377
Badgley Phelps Wealth Managers
Washington
$482K +$174K +4,562 +63%
EWA
378
Elevate Wealth Advisory
Georgia
$481K +$879 +23 +0.2%
Kovitz Investment Group Partners
379
Kovitz Investment Group Partners
Illinois
$471K +$151K +3,941 +52%
Empower Advisory Group
380
Empower Advisory Group
Colorado
$471K -$176K -4,607 -29%
LNC
381
Lincoln National Corp
Pennsylvania
$469K +$29.1K +763 +7%
FWTB
382
First Western Trust Bank
Colorado
$465K -$78.9K -2,065 -15%
HCM
383
Hollencrest Capital Management
California
$464K – – –
PTC
384
Private Trust Company
Ohio
$464K – – –
NP
385
NorthRock Partners
Minnesota
$462K -$8.18K -214 -2%
NGA
386
Naples Global Advisors
Florida
$461K +$1.53K +40 +0.4%
CFO
387
CVA Family Office
Colorado
$458K +$1.53K +40 +0.4%
QCIG
388
Quad-Cities Investment Group
Iowa
$450K +$20.9K +547 +5%
SCM
389
Sollinda Capital Management
Florida
$447K +$417K +10,924 New
CT
390
Colonial Trust
South Carolina
$447K -$3.67K -96 -0.9%
AG
391
Ascent Group
Virginia
$444K +$414K +10,849 New
LCM
392
Liberty Capital Management
Michigan
$439K – – –
EA
393
Efficient Advisors
Ohio
$439K -$24.6K -643 -6%
TCM
394
Towneley Capital Management
California
$438K – – –
CIAS
395
Capital Investment Advisory Services
North Carolina
$432K +$379K +9,912 +1,534%
GWM
396
GDS Wealth Management
Texas
$429K – – –
NCM
397
NCM Capital Management
New Jersey
$428K – – –
CSI
398
Cross Staff Investments
New York
$425K – – –
KC
399
Kades & Cheifetz
Pennsylvania
$423K +$1.41K +37 +0.4%
T
400
TNF
Montana
$422K +$36.4K +953 +10%