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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
426
QRG Capital Management
Illinois
$371K +$53.8K +1,359 +17%
GI
427
Gradient Investments
Minnesota
$370K – – –
CAM
428
Cozad Asset Management
Illinois
$369K -$3.56K -90 -0.9%
IF
429
Ironwood Financial
Arizona
$364K – – –
CFS
430
CRA Financial Services
New Jersey
$361K -$19.8K -500 -5%
AC
431
Avestar Capital
New York
$360K – – –
ASN
432
Advisory Services Network
Georgia
$357K +$117K +2,946 +48%
WANY
433
Wealthspire Advisors (New York)
New York
$351K +$354K +8,945 New
4WM
434
49 Wealth Management
Texas
$351K – – –
Lido Advisors
435
Lido Advisors
California
$350K -$4.47K -113 -1%
AG
436
AlTi Global
New York
$350K – – –
PA
437
Procyon Advisors
Connecticut
$348K – – –
SAM
438
Summit Asset Management
Tennessee
$347K +$1.58K +40 +0.5%
GA
439
Goldstein Advisors
Wisconsin
$346K – – –
LI
440
LRI Investments
Florida
$346K – – –
BIM
441
Bridges Investment Management
Nebraska
$345K +$348K +8,794 New
RCM
442
RB Capital Management
Nevada
$340K -$32.6K -823 -9%
GKWIM
443
Gerber Kawasaki Wealth & Investment Management
California
$336K – – –
CSIC
444
Clifford Swan Investment Counsel
California
$335K – – –
VCM
445
Vivaldi Capital Management
Illinois
$334K -$3.96K -100 -1%
LFAS
446
Level Four Advisory Services
Texas
$330K +$333K +8,412 New
AI
447
Accredited Investors
Minnesota
$327K +$330K +8,330 New
KS
448
Karpas Strategies
Connecticut
$327K +$117K +2,949 +55%
PWS
449
Physician Wealth Solutions
Nevada
$326K – – –
WT
450
Whittier Trust
California
$323K +$176K +4,446 +117%