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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
401
WestHill Financial Advisors
California
$648K – – –
DOA
402
D'Orazio & Associates
Virginia
$644K – – –
PTC
403
Private Trust Company
Ohio
$636K – – –
MPW
404
Monterey Private Wealth
California
$633K +$2.06K +49 +0.3%
FYW
405
Future You Wealth
New York
$627K – – –
USCWA
406
U.S. Capital Wealth Advisors
Texas
$617K – – –
KCM
407
Kathmere Capital Management
Pennsylvania
$614K +$126 +3 +0%
CIA
408
Capital Investment Advisors
Georgia
$611K – – –
TC
409
TownSquare Capital
Utah
$609K +$882 +21 +0.1%
TFA
410
TPG Financial Advisors
Oregon
$608K – – –
BAM
411
Belpointe Asset Management
Nevada
$601K – – –
FCA
412
Fortis Capital Advisors
Kansas
$601K – – –
LWL
413
Leo Wealth LLC
Texas
$601K +$2.44K +58 +0.4%
G
414
GenTrust
Florida
$594K – – –
SA
415
Sanctuary Advisors
Indiana
$591K – – –
OFG
416
Oxford Financial Group
Indiana
$591K – – –
WN
417
Williams & Novak
California
$589K -$31.9K -759 -5%
QCM
418
QRG Capital Management
Illinois
$588K -$327K -7,782 -35%
MWA
419
Midland Wealth Advisors
Illinois
$579K -$8.35K -199 -1%
CFO
420
Collective Family Office
Pennsylvania
$571K – – –
CB
421
Cadence Bank
Mississippi
$569K -$2.1K -50 -0.4%
SPA
422
Shore Point Advisors
New Jersey
$566K +$13.2K +315 +2%
FWA
423
FSM Wealth Advisors
Ohio
$560K +$294 +7 +0.1%
CAMG
424
CWA Asset Management Group
Florida
$556K – – –
AWM
425
AE Wealth Management
Kansas
$554K +$156K +3,712 +38%