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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
451
GenTrust
Florida
$793K – – –
SPIA
452
Steward Partners Investment Advisory
New York
$793K -$96.4K -1,835 -11%
SPA
453
Shore Point Advisors
New Jersey
$780K -$9.82K -187 -1%
DOA
454
D'Orazio & Associates
Virginia
$778K – – –
OA
455
Operose Advisors
Wisconsin
$773K -$88.1K -1,678 -11%
OCWP
456
Owl Creek Wealth Partners
Colorado
$773K +$82.9K +1,579 +13%
MCM
457
Manchester Capital Management
Vermont
$767K +$732K +13,939 New
CFO
458
Collective Family Office
Pennsylvania
$763K – – –
Lido Advisors
459
Lido Advisors
California
$762K +$204K +3,893 +39%
RF
460
Rossby Financial
Florida
$760K +$735 +14 +0.1%
WWG
461
West Wealth Group
California
$757K +$1.84K +35 +0.3%
P
462
&Partners
Tennessee
$754K -$532K -10,134 -43%
AG
463
Ascent Group
Virginia
$744K +$140K +2,673 +25%
CAMG
464
CWA Asset Management Group
Florida
$743K – – –
Franklin Resources
465
Franklin Resources
California
$742K +$2.36K +45 +0.3%
MCC
466
Money Concepts Capital
Florida
$738K – – –
OC
467
Oppenheimer & Co
New York
$736K -$1.57K -30 -0.2%
OC
468
Oakworth Capital
Alabama
$736K +$35.9K +684 +5%
CFA
469
Cahill Financial Advisors
Minnesota
$734K – – –
RA
470
Range Advisory
Virginia
$731K +$23.4K +445 +3%
SA
471
Sanctuary Advisors
Indiana
$730K +$178K +3,387 +34%
GC
472
Gilbert & Cook
Iowa
$727K – – –
CFFP
473
Center for Financial Planning
Michigan
$727K – – –
WF
474
WoodTrust Financial
Wisconsin
$727K – – –
MA
475
McGrath & Associates
North Carolina
$725K +$37.2K +708 +6%