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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
401
Western Wealth Management
Colorado
$415K – – –
WF
402
WoodTrust Financial
Wisconsin
$412K – – –
OC
403
Oppenheimer & Co
New York
$410K +$383K +10,028 New
SFS
404
Strategic Financial Services
New York
$407K – – –
TC
405
TownSquare Capital
Utah
$405K +$85.3K +2,234 +29%
AFAS
406
Acorn Financial Advisory Services
Virginia
$405K – – –
SCM
407
Steele Capital Management
Iowa
$403K – – –
MGWA
408
Monument Group Wealth Advisors
Massachusetts
$400K -$2.64K -69 -0.7%
CFS
409
CRA Financial Services
New Jersey
$396K -$5.08K -133 -1%
SW
410
SteelPeak Wealth
California
$395K – – –
LOPW
411
Live Oak Private Wealth
North Carolina
$390K +$70.6K +1,848 +24%
CAM
412
Cozad Asset Management
Illinois
$389K -$2.29K -60 -0.6%
RCM
413
RB Capital Management
Nevada
$388K -$9.63K -252 -3%
GI
414
Gradient Investments
Minnesota
$386K -$2.14K -56 -0.6%
IF
415
Ironwood Financial
Arizona
$379K – – –
AC
416
Avestar Capital
New York
$375K – – –
Lido Advisors
417
Lido Advisors
California
$369K +$344K +9,018 New
AQR Capital Management
418
AQR Capital Management
Connecticut
$368K – – –
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$368K – – –
4WM
420
49 Wealth Management
Texas
$366K – – –
AG
421
AlTi Global
New York
$364K – – –
PA
422
Procyon Advisors
Connecticut
$363K – – –
GA
423
Goldstein Advisors
Wisconsin
$361K – – –
LI
424
LRI Investments
Florida
$360K +$337K +8,814 New
SAM
425
Summit Asset Management
Tennessee
$360K +$1.18K +31 +0.4%