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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
Collective Family Office
Pennsylvania
$620K – – –
NP
427
NorthRock Partners
Minnesota
$619K +$112K +2,577 +23%
MWA
428
Midland Wealth Advisors
Illinois
$619K -$6.01K -138 -1%
RF
429
Rossby Financial
Florida
$616K +$653 +15 +0.1%
FSC
430
Full Sail Capital
Oklahoma
$612K +$597K +13,704 New
WTA
431
Washington Trust Advisors
Massachusetts
$609K +$311K +7,150 +111%
FWA
432
FSM Wealth Advisors
Ohio
$608K +$348 +8 +0.1%
LWL
433
Leo Wealth LLC
Texas
$605K -$48.2K -1,106 -8%
CAMG
434
CWA Asset Management Group
Florida
$603K – – –
WN
435
Williams & Novak
California
$603K -$34K -780 -5%
MFIM
436
Mesirow Financial Investment Management
Illinois
$602K +$2.44K +56 +0.4%
Franklin Resources
437
Franklin Resources
California
$596K +$2.57K +59 +0.4%
CFA
438
Cahill Financial Advisors
Minnesota
$596K +$581K +13,337 New
CFFP
439
Center for Financial Planning
Michigan
$591K – – –
RF
440
Robinswood Financial
Washington
$586K +$131 +3 +0%
JWM
441
Johnson Wealth Management
North Dakota
$580K +$565K +12,972 New
VWA
442
VERITY Wealth Advisors
United States
$571K – – –
OC
443
Oakworth Capital
Alabama
$568K -$4.4K -101 -0.8%
CAI
444
Capital Advisors Inc
Oklahoma
$564K – – –
TFA
445
TPG Financial Advisors
Oregon
$562K – – –
MA
446
McGrath & Associates
North Carolina
$558K – – –
Lido Advisors
447
Lido Advisors
California
$557K +$50.2K +1,153 +10%
Empower Advisory Group
448
Empower Advisory Group
Colorado
$543K – – –
AFA
449
American Financial Advisors
Georgia
$541K +$1.26K +29 +0.2%
BCM
450
Basso Capital Management
Connecticut
$527K – – –