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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Ameritas Advisory Services
Nebraska
$246K -$67.2K -1,962 -21%
EW
402
Evoke Wealth
California
$246K
MW
403
MBL Wealth
North Carolina
$242K
BPWM
404
Badgley Phelps Wealth Managers
Washington
$242K
CBFP
405
Cedar Brook Financial Partners
Ohio
$241K -$3.32K -97 -1%
JIC
406
Joel Isaacson & Co
New York
$241K +$30.3K +885 +14%
Betterment LLC
407
Betterment LLC
New York
$239K +$244K +7,132 New
GWM
408
GSB Wealth Management
Connecticut
$234K
WDL
409
Well Done LLC
Michigan
$234K
CIA
410
Cladis Investment Advisory
Montana
$231K +$31.1K +908 +15%
CG
411
Colony Group
Massachusetts
$230K -$542K -15,828 -70%
LFG
412
Lockerman Financial Group
California
$228K
IF
413
Intrua Financial
Texas
$227K
IA
414
IFP Advisors
Florida
$226K -$128K -3,751 -36%
MCA
415
Maryland Capital Advisors
Maryland
$225K
WW
416
Waterfront Wealth
Kansas
$223K
S
417
SignatureFD
Georgia
$222K
M
418
MOTCO
Texas
$218K
MOS
419
MGO One Seven
Ohio
$217K +$222K +6,474 New
WTA
420
Washington Trust Advisors
Massachusetts
$217K
M&T Bank
421
M&T Bank
New York
$213K +$548 +16 +0.3%
RWM
422
RKL Wealth Management
Pennsylvania
$211K
OWM
423
Orgel Wealth Management
Wisconsin
$210K
EP
424
Essential Planning
New Hampshire
$209K +$214K +6,256 New
DWM
425
Drive Wealth Management
Utah
$206K +$959 +28 +0.5%