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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
426
Washington Trust Advisors
Massachusetts
$223K – – –
SPWG
427
Syntegra Private Wealth Group
Missouri
$220K +$213K +6,384 New
BW
428
BIP Wealth
Georgia
$220K +$213K +6,373 New
RWM
429
RKL Wealth Management
Pennsylvania
$217K – – –
OWM
430
Orgel Wealth Management
Wisconsin
$217K – – –
PIA
431
Perennial Investment Advisors
California
$211K – – –
Fisher Asset Management
432
Fisher Asset Management
Washington
$208K +$201K +6,027 New
TRIA
433
Trail Ridge Investment Advisors
Colorado
$206K +$200K +5,974 New
FOA
434
Five Oceans Advisors
California
$205K -$346K -10,366 -64%
EP
435
Essential Planning
New Hampshire
$203K -$12K -358 -6%
AC
436
AlphaCore Capital
California
$194K +$969 +29 +0.5%
RA
437
Rise Advisors
New York
$193K +$935 +28 +0.5%
RP
438
Rowlandmiller & Partners
Georgia
$191K – – –
UB
439
UMB Bank
Missouri
$189K – – –
JHCP
440
Jackson Hole Capital Partners
Oklahoma
$186K – – –
PTC
441
Private Trust Company
Ohio
$179K – – –
RDFA
442
Ritter Daniher Financial Advisory
Ohio
$173K – – –
PCMC
443
Private Capital Management (Colorado)
Colorado
$167K – – –
CFGS
444
Concourse Financial Group Securities
Alabama
$155K -$5.51K -165 -4%
IA
445
IFP Advisors
Florida
$148K -$75.4K -2,257 -34%
GFP
446
Gryphon Financial Partners
Ohio
$141K – – –
WT
447
Whittier Trust
California
$130K +$635 +19 +0.5%
AP
448
Arlington Partners
Alabama
$125K – – –
Jones Financial Companies
449
Jones Financial Companies
Missouri
$119K +$115K +3,444 New
OA
450
Operose Advisors
Wisconsin
$114K – – –