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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
426
Summit Wealth Group (Colorado)
Colorado
$910K -$9.35K -178 -1%
CT
427
Colonial Trust
South Carolina
$895K -$25.7K -490 -3%
Betterment LLC
428
Betterment LLC
New York
$892K -$25.8K -492 -3%
VAMG
429
Voisard Asset Management Group
Michigan
$890K
AWM
430
AE Wealth Management
Kansas
$882K +$73.4K +1,398 +10%
KF
431
Krilogy Financial
Missouri
$866K +$44.5K +848 +6%
PAS
432
Park Avenue Securities
New York
$865K
CIM
433
Capital Investment Management
Missouri
$857K -$25.5K -486 -3%
PWM
434
Perigon Wealth Management
California
$854K +$210 +4 +0%
EFH
435
Eaton Financial Holdings
Florida
$852K +$2.73K +52 +0.3%
WFA
436
WestHill Financial Advisors
California
$848K
NWP
437
NerdWallet Wealth Partners
New York
$837K
KRW
438
Kaufman Rossin Wealth
Florida
$827K +$5.2K +99 +0.7%
MFIM
439
Mesirow Financial Investment Management
Illinois
$824K +$141K +2,679 +22%
LAMC
440
Longview Asset Management (California)
California
$824K -$2.83K -54 -0.4%
Ameriprise
441
Ameriprise
Minnesota
$820K
BWA
442
Babb Wealth Advisors
Arizona
$816K -$29.7K -566 -4%
B
443
Bailard
California
$812K
BAM
444
Belpointe Asset Management
Nevada
$803K
FCA
445
Fortis Capital Advisors
Kansas
$803K
P
446
Pandowealth
Georgia
$800K +$7.93K +151 +1%
G
447
GenTrust
Florida
$793K
SPIA
448
Steward Partners Investment Advisory
New York
$793K -$96.4K -1,835 -11%
SPA
449
Shore Point Advisors
New Jersey
$780K -$9.82K -187 -1%
DOA
450
D'Orazio & Associates
Virginia
$778K