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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
401
Rehmann Capital Advisory Group
Michigan
$871K -$18.9K -386 -2%
DWM
402
Drive Wealth Management
Utah
$867K -$9.71K -198 -1%
RTL
403
Red Tortoise LLC
Georgia
$865K – – –
RB
404
Renasant Bank
Mississippi
$861K – – –
BJL
405
Brighton Jones LLC
Washington
$857K +$868K +17,690 New
SIM
406
Stratos Investment Management
Ohio
$856K -$186K -3,787 -18%
CG
407
Caprock Group
Idaho
$850K +$392 +8 +0%
FWP
408
Falcon Wealth Planning
California
$844K – – –
KFI
409
Key Financial Inc
Pennsylvania
$841K – – –
BFG
410
Berger Financial Group
Minnesota
$839K +$147 +3 +0%
CFIA
411
Cantor Fitzgerald Investment Advisors
New York
$835K -$58.4K -1,190 -6%
SVWAG
412
Sound View Wealth Advisors Group
Georgia
$832K – – –
OWA
413
Oak Wealth Advisors
Illinois
$831K -$59.1K -1,204 -7%
CPA
414
Cathy Pareto & Associates
Florida
$823K +$2.99K +61 +0.4%
NFP
415
Narus Financial Partners
Utah
$822K – – –
RK
416
Rather & Kittrell
Tennessee
$820K – – –
DWA
417
Delap Wealth Advisory
Oregon
$815K – – –
CIA
418
Capital Investment Advisors
Georgia
$814K +$55.3K +1,127 +7%
CT
419
Colonial Trust
South Carolina
$812K – – –
Betterment LLC
420
Betterment LLC
New York
$810K +$30K +612 +4%
SWGC
421
Summit Wealth Group (Colorado)
Colorado
$810K -$32.2K -657 -4%
PPP
422
Prism Planning Partners
Illinois
$802K -$15.8K -323 -2%
GVAG
423
Great Valley Advisor Group
Delaware
$799K +$2.16K +44 +0.3%
VCP
424
Vista Capital Partners
Oregon
$799K +$196 +4 +0%
SPIA
425
Steward Partners Investment Advisory
New York
$787K -$9.32K -190 -1%