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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
426
Syntegra Private Wealth Group
Missouri
$220K +$213K +6,384 New
BW
427
BIP Wealth
Georgia
$220K +$213K +6,373 New
RWM
428
RKL Wealth Management
Pennsylvania
$217K
OWM
429
Orgel Wealth Management
Wisconsin
$217K
PIA
430
Perennial Investment Advisors
California
$211K
Fisher Asset Management
431
Fisher Asset Management
Washington
$208K +$201K +6,027 New
TRIA
432
Trail Ridge Investment Advisors
Colorado
$206K +$200K +5,974 New
FOA
433
Five Oceans Advisors
California
$205K -$346K -10,366 -64%
EP
434
Essential Planning
New Hampshire
$203K -$12K -358 -6%
AC
435
AlphaCore Capital
California
$194K +$969 +29 +0.5%
RA
436
Rise Advisors
New York
$193K +$935 +28 +0.5%
RP
437
Rowlandmiller & Partners
Georgia
$191K
UB
438
UMB Bank
Missouri
$189K
JHCP
439
Jackson Hole Capital Partners
Oklahoma
$186K
PTC
440
Private Trust Company
Ohio
$179K
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$173K
PCMC
442
Private Capital Management (Colorado)
Colorado
$167K
CFGS
443
Concourse Financial Group Securities
Alabama
$155K -$5.51K -165 -4%
IA
444
IFP Advisors
Florida
$148K -$75.4K -2,257 -34%
GFP
445
Gryphon Financial Partners
Ohio
$141K
WT
446
Whittier Trust
California
$130K +$635 +19 +0.5%
AP
447
Arlington Partners
Alabama
$125K
Jones Financial Companies
448
Jones Financial Companies
Missouri
$119K +$115K +3,444 New
OA
449
Operose Advisors
Wisconsin
$114K
SPIA
450
Steward Partners Investment Advisory
New York
$110K +$16.7K +500 +19%