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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
401
Accredited Investor Services
Minnesota
$1M -$368 -7 -0%
NP
402
NorthRock Partners
Minnesota
$995K
AWA
403
Arbor Wealth Advisors
Michigan
$989K
GVAG
404
Great Valley Advisor Group
Delaware
$989K +$77.6K +1,477 +9%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$988K -$368 -7 -0%
DWM
406
Drive Wealth Management
Utah
$984K +$158 +3 +0%
RB
407
Renasant Bank
Mississippi
$977K
DWT
408
Dorsey & Whitney Trust
South Dakota
$973K -$78.8K -1,500 -8%
VCP
409
Vista Capital Partners
Oregon
$969K +$59.4K +1,132 +7%
CG
410
Caprock Group
Idaho
$962K -$2.68K -51 -0.3%
FWP
411
Falcon Wealth Planning
California
$959K
BFG
412
Berger Financial Group
Minnesota
$953K +$158 +3 +0%
HNB
413
Huntington National Bank
Ohio
$950K -$23.3K -443 -3%
CFIA
414
Cantor Fitzgerald Investment Advisors
New York
$948K
SVWAG
415
Sound View Wealth Advisors Group
Georgia
$945K
SIM
416
Stratos Investment Management
Ohio
$945K -$25.9K -493 -3%
OWA
417
Oak Wealth Advisors
Illinois
$944K
CPA
418
Cathy Pareto & Associates
Florida
$938K +$3.04K +58 +0.3%
RK
419
Rather & Kittrell
Tennessee
$931K
PP
420
PDS Planning
Ohio
$927K +$885K +16,846 New
DWA
421
Delap Wealth Advisory
Oregon
$925K
CIA
422
Capital Investment Advisors
Georgia
$923K -$1.57K -30 -0.2%
PPA
423
Painted Porch Advisors
California
$920K +$878K +16,728 New
NFP
424
Narus Financial Partners
Utah
$917K -$15.8K -300 -2%
KFI
425
Key Financial Inc
Pennsylvania
$915K -$37.6K -716 -4%