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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
376
Pure Financial Advisors
California
$827K +$25.7K +590 +3%
TI
377
tru Independence
Oregon
$822K +$1.87K +43 +0.2%
PMFA
378
Plante Moran Financial Advisors
Michigan
$817K – – –
CFG
379
Cornerstone Financial Group
Nebraska
$812K +$3.48K +80 +0.4%
EW
380
Evoke Wealth
California
$810K – – –
AFA
381
Arlington Financial Advisors
California
$800K +$780K +17,905 New
RTL
382
Red Tortoise LLC
Georgia
$798K – – –
CWM
383
Cherrydale Wealth Management
New Jersey
$795K -$5.97K -137 -0.8%
RB
384
Renasant Bank
Mississippi
$794K – – –
FWP
385
Falcon Wealth Planning
California
$779K – – –
KFI
386
Key Financial Inc
Pennsylvania
$776K – – –
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$774K -$113K -2,586 -13%
BFG
388
Berger Financial Group
Minnesota
$773K +$174 +4 +0%
CG
389
Caprock Group
Idaho
$773K +$757K +17,386 New
SVWAG
390
Sound View Wealth Advisors Group
Georgia
$767K – – –
CPA
391
Cathy Pareto & Associates
Florida
$766K +$3.27K +75 +0.4%
NFP
392
Narus Financial Partners
Utah
$758K +$87 +2 +0%
DADC
393
D.A. Davidson & Co
Montana
$758K +$8.71K +200 +1%
RK
394
Rather & Kittrell
Tennessee
$756K – – –
CT
395
Colonial Trust
South Carolina
$756K – – –
Betterment LLC
396
Betterment LLC
New York
$755K -$6.62K -152 -0.9%
DWA
397
Delap Wealth Advisory
Oregon
$752K – – –
VCP
398
Vista Capital Partners
Oregon
$736K +$218 +5 +0%
SPIA
399
Steward Partners Investment Advisory
New York
$735K – – –
EFH
400
Eaton Financial Holdings
Florida
$734K +$3.14K +72 +0.4%