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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
RFG Advisory
Alabama
$325K +$1.14K +33 +0.4%
GD
427
Grandfield & Dodd
New York
$321K – – –
VCM
428
Vivaldi Capital Management
Illinois
$321K +$447 +13 +0.2%
GKWIM
429
Gerber Kawasaki Wealth & Investment Management
California
$318K +$294K +8,551 New
MOS
430
MGO One Seven
Ohio
$318K +$1.14K +33 +0.4%
CSIC
431
Clifford Swan Investment Counsel
California
$318K – – –
NOI
432
Newton One Investments
Delaware
$316K +$1.03K +30 +0.4%
CP
433
Coho Partners
Pennsylvania
$314K – – –
QCM
434
QRG Capital Management
Illinois
$314K -$40.9K -1,187 -12%
PWS
435
Physician Wealth Solutions
Nevada
$309K +$286K +8,307 New
RJT
436
Raymond James Trust
Florida
$305K – – –
HCP
437
Holt Capital Partners
Texas
$303K -$113K -3,276 -29%
ODA
438
One Degree Advisors
California
$294K +$271K +7,881 New
CA
439
Cetera Advisors
Colorado
$291K +$16.4K +475 +6%
TNBTD
440
Trustmark National Bank Trust Department
Mississippi
$287K – – –
LOPW
441
Live Oak Private Wealth
North Carolina
$286K +$264K +7,683 New
TC
442
TownSquare Capital
Utah
$286K -$332K -9,657 -56%
PPW
443
Pasadena Private Wealth
California
$285K – – –
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$282K – – –
FFA
445
Frazier Financial Advisors
Ohio
$276K +$255K +7,404 New
EW
446
Evoke Wealth
California
$273K – – –
MW
447
MBL Wealth
North Carolina
$269K – – –
BPWM
448
Badgley Phelps Wealth Managers
Washington
$269K – – –
MGW
449
MB Generational Wealth
Washington
$268K +$248K +7,193 New
JIC
450
Joel Isaacson & Co
New York
$268K – – –