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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
401
WoodTrust Financial
Wisconsin
$375K -$3.27M -94,975 -90%
SFS
402
Strategic Financial Services
New York
$370K
AFAS
403
Acorn Financial Advisory Services
Virginia
$368K
MGWA
404
Monument Group Wealth Advisors
Massachusetts
$367K +$339K +9,855 New
SCM
405
Steele Capital Management
Iowa
$367K +$339K +9,848 New
T
406
TNF
Montana
$366K
RWM
407
Revisor Wealth Management
Ohio
$366K -$287K -8,348 -46%
CFS
408
CRA Financial Services
New Jersey
$366K
RCM
409
RB Capital Management
Nevada
$363K +$2.13K +62 +0.6%
SW
410
SteelPeak Wealth
California
$359K
CAM
411
Cozad Asset Management
Illinois
$356K -$62.5K -1,817 -16%
GI
412
Gradient Investments
Minnesota
$353K +$1.93K +56 +0.6%
S
413
SignatureFD
Georgia
$348K +$93.2K +2,708 +41%
IF
414
Ironwood Financial
Arizona
$345K -$18.8K -547 -6%
AC
415
Avestar Capital
New York
$341K +$315K +9,163 New
AQR Capital Management
416
AQR Capital Management
Connecticut
$335K +$310K +9,007 New
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$335K -$98.1K -2,850 -24%
4WM
418
49 Wealth Management
Texas
$334K +$309K +8,977 New
AG
419
AlTi Global
New York
$331K +$306K +8,900 New
PA
420
Procyon Advisors
Connecticut
$330K +$305K +8,864 New
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$330K +$22.7K +660 +8%
GA
422
Goldstein Advisors
Wisconsin
$328K
SAM
423
Summit Asset Management
Tennessee
$327K +$1.17K +34 +0.4%
WCM
424
Wealthcare Capital Management
Virginia
$325K +$861 +25 +0.3%
RA
425
RFG Advisory
Alabama
$325K +$1.14K +33 +0.4%