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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWA
426
Monument Group Wealth Advisors
Massachusetts
$402K – – –
GI
427
Gradient Investments
Minnesota
$402K +$8.32K +206 +2%
WPC
428
Wedmont Private Capital
Pennsylvania
$401K – – –
LOPW
429
Live Oak Private Wealth
North Carolina
$397K – – –
RJT
430
Raymond James Trust
Florida
$395K -$8.49K -210 -2%
CAM
431
Cozad Asset Management
Illinois
$391K -$1.37K -34 -0.4%
LFAS
432
Level Four Advisory Services
Texas
$388K +$39.4K +976 +12%
IF
433
Ironwood Financial
Arizona
$386K – – –
AC
434
Avestar Capital
New York
$382K – – –
CFS
435
CRA Financial Services
New Jersey
$381K -$2.02K -50 -0.5%
TSS
436
Two Sigma Securities
New York
$374K +$363K +8,981 New
4WM
437
49 Wealth Management
Texas
$374K – – –
Lido Advisors
438
Lido Advisors
California
$371K – – –
AG
439
AlTi Global
New York
$371K – – –
SAM
440
Summit Asset Management
Tennessee
$370K +$1.54K +38 +0.4%
PA
441
Procyon Advisors
Connecticut
$370K – – –
RA
442
RFG Advisory
Alabama
$368K -$189K -4,681 -35%
GA
443
Goldstein Advisors
Wisconsin
$368K – – –
BIM
444
Bridges Investment Management
Nebraska
$367K – – –
KCM
445
KM Capital Management
Texas
$357K -$142K -3,502 -29%
ASN
446
Advisory Services Network
Georgia
$357K – – –
GKWIM
447
Gerber Kawasaki Wealth & Investment Management
California
$357K +$121 +3 +0%
CSIC
448
Clifford Swan Investment Counsel
California
$356K – – –
VCM
449
Vivaldi Capital Management
Illinois
$355K +$525 +13 +0.2%
RCM
450
RB Capital Management
Nevada
$353K -$7.96K -197 -2%