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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
401
Shore Point Advisors
New Jersey
$215K +$214K +6,435 New
OC
402
Oakworth Capital
Alabama
$215K – – –
M&T Bank
403
M&T Bank
New York
$213K +$211K +6,356 New
JIC
404
Joel Isaacson & Co
New York
$211K +$209K +6,303 New
RWM
405
RKL Wealth Management
Pennsylvania
$211K +$209K +6,288 New
OWM
406
Orgel Wealth Management
Wisconsin
$210K +$209K +6,283 New
PPP
407
Private Portfolio Partners
New Jersey
$206K +$204K +6,141 New
DWM
408
Drive Wealth Management
Utah
$205K +$203K +6,114 New
PIA
409
Perennial Investment Advisors
California
$204K +$203K +6,108 New
RJT
410
Raymond James Trust
Florida
$204K +$202K +6,091 New
CPO
411
Cerity Partners OCIO
New York
$202K +$201K +6,037 New
CIA
412
Cladis Investment Advisory
Montana
$201K +$199K +6,003 New
AC
413
AlphaCore Capital
California
$187K +$764 +23 +0.4%
RA
414
Rise Advisors
New York
$186K +$764 +23 +0.4%
RP
415
Rowlandmiller & Partners
Georgia
$185K – – –
UB
416
UMB Bank
Missouri
$183K – – –
JHCP
417
Jackson Hole Capital Partners
Oklahoma
$181K – – –
PTC
418
Private Trust Company
Ohio
$173K +$172K +5,174 New
CFGS
419
Concourse Financial Group Securities
Alabama
$170K – – –
RDFA
420
Ritter Daniher Financial Advisory
Ohio
$167K – – –
BA
421
Bellwether Advisors
Nebraska
$163K – – –
GFWA
422
Grey Fox Wealth Advisors
Delaware
$160K +$159K +4,787 New
FA
423
Fiduciary Alliance
South Carolina
$157K +$156K +4,696 New
FA
424
Fortis Advisors
Pennsylvania
$138K +$565 +17 +0.4%
GFP
425
Gryphon Financial Partners
Ohio
$137K – – –