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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$440K +$422K +10,672 New
KF
402
Krilogy Financial
Missouri
$432K +$436K +11,009 New
CT
403
Colonial Trust
South Carolina
$429K
T
404
TNF
Montana
$429K
AG
405
Ascent Group
Virginia
$426K
TCM
406
Towneley Capital Management
California
$423K +$1.9K +48 +0.4%
LCM
407
Liberty Capital Management
Michigan
$422K
EA
408
Efficient Advisors
Ohio
$415K -$6.17K -156 -1%
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$412K +$59.2K +1,497 +17%
GWM
410
GDS Wealth Management
Texas
$412K
NCM
411
NCM Capital Management
New Jersey
$411K
KC
412
Kades & Cheifetz
Pennsylvania
$408K +$1.82K +46 +0.4%
CSI
413
Cross Staff Investments
New York
$408K
WF
414
WoodTrust Financial
Wisconsin
$396K
OC
415
Oppenheimer & Co
New York
$394K
SWA
416
Stratos Wealth Advisors
Ohio
$393K +$396K +10,000 New
SFS
417
Strategic Financial Services
New York
$390K
AFAS
418
Acorn Financial Advisory Services
Virginia
$389K
SCM
419
Steele Capital Management
Iowa
$387K
WPC
420
Wedmont Private Capital
Pennsylvania
$386K +$380K +9,614 New
RJT
421
Raymond James Trust
Florida
$381K +$59.3K +1,500 +18%
SW
422
SteelPeak Wealth
California
$379K
MGWA
423
Monument Group Wealth Advisors
Massachusetts
$379K -$5.62K -142 -1%
LOPW
424
Live Oak Private Wealth
North Carolina
$374K
QCM
425
QRG Capital Management
Illinois
$371K +$53.8K +1,359 +17%