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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
426
Shore Point Advisors
New Jersey
$549K +$10.1K +237 +2%
SF
427
Safeguard Financial
Wisconsin
$549K +$311K +7,321 +120%
CFFP
428
Center for Financial Planning
Michigan
$541K – – –
AFA
429
American Financial Advisors
Georgia
$540K +$1.15K +27 +0.2%
Franklin Resources
430
Franklin Resources
California
$539K +$2.38K +56 +0.4%
RF
431
Robinswood Financial
Washington
$536K +$85 +2 +0%
Empower Advisory Group
432
Empower Advisory Group
Colorado
$528K +$59.8K +1,410 +12%
LWM
433
Liberty Wealth Management
California
$525K +$18.7K +440 +4%
VWA
434
VERITY Wealth Advisors
United States
$523K – – –
MA
435
McGrath & Associates
North Carolina
$511K +$530K +12,480 New
CWM
436
Castle Wealth Management
Florida
$502K – – –
RF
437
Rossby Financial
Florida
$488K +$507K +11,937 New
KC
438
Kades & Cheifetz
Pennsylvania
$484K +$90.9K +2,142 +22%
MAS
439
MPWM Advisory Solutions
Georgia
$479K +$497K +11,703 New
KWAG
440
Kiely Wealth Advisory Group
North Carolina
$476K +$178K +4,185 +60%
QCIG
441
Quad-Cities Investment Group
Iowa
$467K +$2.04K +48 +0.4%
HCM
442
Hollencrest Capital Management
California
$464K – – –
NGA
443
Naples Global Advisors
Florida
$463K – – –
WSFS
444
Wilmington Savings Fund Society
Delaware
$463K – – –
NP
445
NorthRock Partners
Minnesota
$462K – – –
FWM
446
Fortress Wealth Management
California
$461K +$722 +17 +0.2%
BPWM
447
Badgley Phelps Wealth Managers
Washington
$458K -$13.1K -308 -3%
CHJWM
448
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K – – –
LW
449
Lauer Wealth
Indiana
$456K +$21.2K +500 +5%
XPN
450
XY Planning Network
Montana
$455K +$472K +11,112 New