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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
426
RKL Wealth Management
Pennsylvania
$214K
OWM
427
Orgel Wealth Management
Wisconsin
$214K
PIA
428
Perennial Investment Advisors
California
$208K
WAOI
429
Wealth Advisors of Iowa
Iowa
$204K +$210K +5,986 New
FOA
430
Five Oceans Advisors
California
$202K
EP
431
Essential Planning
New Hampshire
$202K +$1.05K +30 +0.5%
AC
432
AlphaCore Capital
California
$192K +$981 +28 +0.5%
RA
433
Rise Advisors
New York
$192K +$1.02K +29 +0.5%
RP
434
Rowlandmiller & Partners
Georgia
$188K
MAM
435
Marquette Asset Management
Minnesota
$187K +$192K +5,493 New
UB
436
UMB Bank
Missouri
$186K
JHCP
437
Jackson Hole Capital Partners
Oklahoma
$184K
PTC
438
Private Trust Company
Ohio
$176K
RDFA
439
Ritter Daniher Financial Advisory
Ohio
$170K
PCMC
440
Private Capital Management (Colorado)
Colorado
$165K
DFA
441
DHJJ Financial Advisors
Illinois
$160K +$165K +4,699 New
CFGS
442
Concourse Financial Group Securities
Alabama
$153K
IA
443
IFP Advisors
Florida
$134K -$12.2K -347 -8%
FSCM
444
Front Street Capital Management
Montana
$132K +$136K +3,892 New
WT
445
Whittier Trust
California
$128K +$315 +9 +0.2%
Jones Financial Companies
446
Jones Financial Companies
Missouri
$117K
OA
447
Operose Advisors
Wisconsin
$112K
PB
448
Pinnacle Bancorp
Nebraska
$103K
SL
449
Salomon & Ludwin
Virginia
$102K +$105K +2,996 New
PCFFS
450
Pacific Center for Financial Services
California
$96.7K