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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
$258K
PCA
402
Prosperity Capital Advisors
Ohio
$255K +$263K +7,508 New
CBFP
403
Cedar Brook Financial Partners
Ohio
$252K +$6.59K +188 +3%
EW
404
Evoke Wealth
California
$250K
CA
405
Cetera Advisors
Colorado
$250K +$29.4K +840 +13%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$249K -$14.6K -417 -5%
DJFS
407
Dean Jacobson Financial Services
Texas
$247K
MW
408
MBL Wealth
North Carolina
$246K
BPWM
409
Badgley Phelps Wealth Managers
Washington
$246K
JIC
410
Joel Isaacson & Co
New York
$245K
GWM
411
GSB Wealth Management
Connecticut
$238K
WDL
412
Well Done LLC
Michigan
$238K
IF
413
Intrua Financial
Texas
$237K
HH
414
HWG Holdings
Texas
$234K +$1.23K +35 +0.5%
LFG
415
Lockerman Financial Group
California
$232K
LIM
416
Leavell Investment Management
Alabama
$230K
Comerica Bank
417
Comerica Bank
Texas
$229K +$236K +6,723 New
MCA
418
Maryland Capital Advisors
Maryland
$228K
BW
419
Bison Wealth
Georgia
$228K -$5.57K -159 -2%
S
420
SignatureFD
Georgia
$226K
M
421
MOTCO
Texas
$221K
WTA
422
Washington Trust Advisors
Massachusetts
$220K
SPWG
423
Syntegra Private Wealth Group
Missouri
$217K
WW
424
Waterfront Wealth
Kansas
$217K
RWM
425
RKL Wealth Management
Pennsylvania
$214K