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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
426
Centaurus Financial
California
$135K – – –
WT
427
Whittier Trust
California
$125K +$498 +15 +0.4%
TFS
428
TrustCore Financial Services
Tennessee
$121K +$366 +11 +0.3%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$113K -$2.56M -77,000 -96%
SPIA
430
Steward Partners Investment Advisory
New York
$112K – – –
OA
431
Operose Advisors
Wisconsin
$110K +$109K +3,292 New
BTI
432
Blue Trust Inc
Georgia
$109K – – –
PB
433
Pinnacle Bancorp
Nebraska
$102K +$63.9K +1,923 +172%
PP
434
PrairieView Partners
Minnesota
$96K -$40.2K -1,211 -30%
TA
435
Tectonic Advisors
Texas
$94.9K +$94.2K +2,835 New
BSWA
436
Bromfield Sneider Wealth Advisors
Massachusetts
$94.4K – – –
OCM
437
Orion Capital Management
California
$92.4K -$8.87K -267 -9%
CSC
438
Caldwell Sutter Capital
California
$90.4K +$89.7K +2,700 New
ADL
439
Asset Dedication LLC
California
$89K – – –
SN
440
Sittner & Nelson
Oregon
$85.9K – – –
ACA
441
Aptus Capital Advisors
Alabama
$83.3K – – –
GWANC
442
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.3K – – –
BWM
443
BerganKDV Wealth Management
Minnesota
$75K – – –
EWM
444
Evermay Wealth Management
Virginia
$74.2K – – –
Bank of America
445
Bank of America
North Carolina
$73.9K -$87.9K -2,646 -55%
SSC
446
Syverson Strege & Co
Iowa
$63.1K +$62.7K +1,886 New
MCM
447
MV Capital Management
Maryland
$62.5K – – –
DSC
448
Duncker Streett & Co
Missouri
$57.5K – – –
SC
449
Steph & Co
Wisconsin
$56K – – –
R
450
Rebalance
California
$55.7K +$55.3K +1,664 New