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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GD
426
Grandfield & Dodd
New York
$353K
GKWIM
427
Gerber Kawasaki Wealth & Investment Management
California
$350K
CSIC
428
Clifford Swan Investment Counsel
California
$349K
MOS
429
MGO One Seven
Ohio
$347K -$2.14K -56 -0.7%
AWM
430
AE Wealth Management
Kansas
$345K -$1.01M -26,504 -76%
VCM
431
Vivaldi Capital Management
Illinois
$344K +$458 +12 +0.1%
PWS
432
Physician Wealth Solutions
Nevada
$340K
RJT
433
Raymond James Trust
Florida
$335K
NOI
434
Newton One Investments
Delaware
$335K -$11.5K -300 -4%
QCM
435
QRG Capital Management
Illinois
$331K -$12.7K -333 -4%
WCM
436
Wealthcare Capital Management
Virginia
$327K -$27.7K -725 -8%
ODA
437
One Degree Advisors
California
$323K +$344 +9 +0.1%
TNBTD
438
Trustmark National Bank Trust Department
Mississippi
$315K
PPW
439
Pasadena Private Wealth
California
$313K
IFWM
440
Institute for Wealth Management
Colorado
$306K +$286K +7,491 New
HCP
441
Holt Capital Partners
Texas
$306K -$25.1K -656 -8%
MW
442
MBL Wealth
North Carolina
$296K
ES
443
Eagle Strategies
New York
$295K +$276K +7,221 New
Bessemer Group
444
Bessemer Group
New Jersey
$295K -$237K -6,210 -46%
MGW
445
MB Generational Wealth
Washington
$294K
JIC
446
Joel Isaacson & Co
New York
$294K
CBFP
447
Cedar Brook Financial Partners
Ohio
$291K +$382 +10 +0.1%
CFGA
448
Cambridge Financial Group (Arizona)
Arizona
$287K +$191 +5 +0.1%
GWM
449
GSB Wealth Management
Connecticut
$286K
WDL
450
Well Done LLC
Michigan
$286K