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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oakworth Capital
Alabama
$215K
M&T Bank
402
M&T Bank
New York
$213K +$211K +6,356 New
JIC
403
Joel Isaacson & Co
New York
$211K +$209K +6,303 New
RWM
404
RKL Wealth Management
Pennsylvania
$211K +$209K +6,288 New
OWM
405
Orgel Wealth Management
Wisconsin
$210K +$209K +6,283 New
PPP
406
Private Portfolio Partners
New Jersey
$206K +$204K +6,141 New
DWM
407
Drive Wealth Management
Utah
$205K +$203K +6,114 New
PIA
408
Perennial Investment Advisors
California
$204K +$203K +6,108 New
RJT
409
Raymond James Trust
Florida
$204K +$202K +6,091 New
CPO
410
Cerity Partners OCIO
New York
$202K +$201K +6,037 New
CIA
411
Cladis Investment Advisory
Montana
$201K +$199K +6,003 New
AC
412
AlphaCore Capital
California
$187K +$764 +23 +0.4%
RA
413
Rise Advisors
New York
$186K +$764 +23 +0.4%
RP
414
Rowlandmiller & Partners
Georgia
$185K
UB
415
UMB Bank
Missouri
$183K
JHCP
416
Jackson Hole Capital Partners
Oklahoma
$181K
PTC
417
Private Trust Company
Ohio
$173K +$172K +5,174 New
CFGS
418
Concourse Financial Group Securities
Alabama
$170K
RDFA
419
Ritter Daniher Financial Advisory
Ohio
$167K
BA
420
Bellwether Advisors
Nebraska
$163K
GFWA
421
Grey Fox Wealth Advisors
Delaware
$160K +$159K +4,787 New
FA
422
Fiduciary Alliance
South Carolina
$157K +$156K +4,696 New
FA
423
Fortis Advisors
Pennsylvania
$138K +$565 +17 +0.4%
GFP
424
Gryphon Financial Partners
Ohio
$137K
CF
425
Centaurus Financial
California
$135K