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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
$593K +$11.6K +289 +2%
MWA
427
Midland Wealth Advisors
Illinois
$591K -$3.17K -79 -0.6%
CFO
428
Collective Family Office
Pennsylvania
$586K
RF
429
Rossby Financial
Florida
$582K +$602 +15 +0.1%
FWA
430
FSM Wealth Advisors
Ohio
$580K +$321 +8 +0.1%
PWM
431
Perigon Wealth Management
California
$575K +$17.3K +430 +3%
CB
432
Cadence Bank
Mississippi
$573K -$9.84K -245 -2%
CAMG
433
CWA Asset Management Group
Florida
$571K
MFIM
434
Mesirow Financial Investment Management
Illinois
$567K +$539K +13,415 New
Franklin Resources
435
Franklin Resources
California
$562K +$2.49K +62 +0.5%
CFFP
436
Center for Financial Planning
Michigan
$559K
QCM
437
QRG Capital Management
Illinois
$555K -$46.3K -1,152 -8%
RF
438
Robinswood Financial
Washington
$554K +$120 +3 +0%
CWM
439
Congress Wealth Management
Massachusetts
$543K +$17.6K +437 +4%
OC
440
Oakworth Capital
Alabama
$542K +$130K +3,240 +34%
VWA
441
VERITY Wealth Advisors
United States
$540K
CAI
442
Capital Advisors Inc
Oklahoma
$534K
TFA
443
TPG Financial Advisors
Oregon
$531K -$87.6K -2,182 -15%
MA
444
McGrath & Associates
North Carolina
$528K
PTC
445
Private Trust Company
Ohio
$522K -$124K -3,079 -20%
Empower Advisory Group
446
Empower Advisory Group
Colorado
$514K
AFA
447
American Financial Advisors
Georgia
$511K -$45.7K -1,139 -9%
BCM
448
Basso Capital Management
Connecticut
$499K -$201K -5,000 -30%
MAS
449
MPWM Advisory Solutions
Georgia
$493K -$964 -24 -0.2%
NFW
450
Noble Family Wealth
Florida
$490K +$466K +11,592 New