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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
$254K -$13K -379 -5%
LIM
402
Leavell Investment Management
Alabama
$251K – – –
AAS
403
Ameritas Advisory Services
Nebraska
$246K -$67.2K -1,962 -21%
EW
404
Evoke Wealth
California
$246K – – –
MW
405
MBL Wealth
North Carolina
$242K – – –
BPWM
406
Badgley Phelps Wealth Managers
Washington
$242K – – –
CBFP
407
Cedar Brook Financial Partners
Ohio
$241K -$3.32K -97 -1%
JIC
408
Joel Isaacson & Co
New York
$241K +$30.3K +885 +14%
Betterment LLC
409
Betterment LLC
New York
$239K +$244K +7,132 New
GWM
410
GSB Wealth Management
Connecticut
$234K – – –
WDL
411
Well Done LLC
Michigan
$234K – – –
CIA
412
Cladis Investment Advisory
Montana
$231K +$31.1K +908 +15%
CG
413
Colony Group
Massachusetts
$230K -$542K -15,828 -70%
LFG
414
Lockerman Financial Group
California
$228K – – –
IF
415
Intrua Financial
Texas
$227K – – –
IA
416
IFP Advisors
Florida
$226K -$128K -3,751 -36%
MCA
417
Maryland Capital Advisors
Maryland
$225K – – –
WW
418
Waterfront Wealth
Kansas
$223K – – –
S
419
SignatureFD
Georgia
$222K – – –
M
420
MOTCO
Texas
$218K – – –
MOS
421
MGO One Seven
Ohio
$217K +$222K +6,474 New
WTA
422
Washington Trust Advisors
Massachusetts
$217K – – –
M&T Bank
423
M&T Bank
New York
$213K +$548 +16 +0.3%
RWM
424
RKL Wealth Management
Pennsylvania
$211K – – –
OWM
425
Orgel Wealth Management
Wisconsin
$210K – – –