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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
Gradient Investments
Minnesota
$370K
CAM
427
Cozad Asset Management
Illinois
$369K -$3.56K -90 -0.9%
IF
428
Ironwood Financial
Arizona
$364K
CFS
429
CRA Financial Services
New Jersey
$361K -$19.8K -500 -5%
AC
430
Avestar Capital
New York
$360K
ASN
431
Advisory Services Network
Georgia
$357K +$117K +2,946 +48%
WANY
432
Wealthspire Advisors (New York)
New York
$351K +$354K +8,945 New
4WM
433
49 Wealth Management
Texas
$351K
Lido Advisors
434
Lido Advisors
California
$350K -$4.47K -113 -1%
AG
435
AlTi Global
New York
$350K
PA
436
Procyon Advisors
Connecticut
$348K
SAM
437
Summit Asset Management
Tennessee
$347K +$1.58K +40 +0.5%
GA
438
Goldstein Advisors
Wisconsin
$346K
LI
439
LRI Investments
Florida
$346K
BIM
440
Bridges Investment Management
Nebraska
$345K +$348K +8,794 New
RCM
441
RB Capital Management
Nevada
$340K -$32.6K -823 -9%
GKWIM
442
Gerber Kawasaki Wealth & Investment Management
California
$336K
CSIC
443
Clifford Swan Investment Counsel
California
$335K
VCM
444
Vivaldi Capital Management
Illinois
$334K -$3.96K -100 -1%
LFAS
445
Level Four Advisory Services
Texas
$330K +$333K +8,412 New
AI
446
Accredited Investors
Minnesota
$327K +$330K +8,330 New
KS
447
Karpas Strategies
Connecticut
$327K +$117K +2,949 +55%
PWS
448
Physician Wealth Solutions
Nevada
$326K
WT
449
Whittier Trust
California
$323K +$176K +4,446 +117%
RWM
450
Rockwood Wealth Management
Pennsylvania
$314K +$49.2K +1,244 +18%