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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
376
Collective Family Office
Pennsylvania
$578K – – –
CB
377
Cadence Bank
Mississippi
$577K – – –
FWA
378
FSM Wealth Advisors
Ohio
$566K +$323 +8 +0.1%
CAMG
379
CWA Asset Management Group
Florida
$563K +$546K +13,503 New
Franklin Resources
380
Franklin Resources
California
$558K +$2.26K +56 +0.4%
CFFP
381
Center for Financial Planning
Michigan
$551K – – –
SPA
382
Shore Point Advisors
New Jersey
$549K -$889 -22 -0.2%
AFA
383
American Financial Advisors
Georgia
$549K +$1.09K +27 +0.2%
Qube Research & Technologies (QRT)
384
Qube Research & Technologies (QRT)
United Kingdom
$549K +$38K +940 +8%
RF
385
Robinswood Financial
Washington
$546K +$121 +3 +0%
VAMG
386
Voisard Asset Management Group
Michigan
$540K +$523K +12,944 New
VWA
387
VERITY Wealth Advisors
United States
$533K – – –
SCM
388
Sollinda Capital Management
Florida
$528K -$34.8K -861 -6%
LWM
389
Liberty Wealth Management
California
$516K -$158K -3,916 -24%
CWM
390
Castle Wealth Management
Florida
$512K – – –
TCA
391
Transcend Capital Advisors
New Jersey
$497K – – –
Janney Montgomery Scott
392
Janney Montgomery Scott
Pennsylvania
$497K +$58.3K +1,442 +14%
PCA
393
Prosperity Capital Advisors
Ohio
$491K -$258K -6,385 -35%
EWA
394
Elevate Wealth Advisory
Georgia
$480K -$10.9K -270 -2%
BPWM
395
Badgley Phelps Wealth Managers
Washington
$480K -$11.2K -277 -2%
Empower Advisory Group
396
Empower Advisory Group
Colorado
$480K – – –
QCIG
397
Quad-Cities Investment Group
Iowa
$474K +$1.29K +32 +0.3%
HCM
398
Hollencrest Capital Management
California
$473K – – –
NGA
399
Naples Global Advisors
Florida
$472K – – –
WSFS
400
Wilmington Savings Fund Society
Delaware
$471K – – –