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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
451
Pacific Center for Financial Services
California
$95.2K +$97.3K +2,842 New
BSWA
452
Bromfield Sneider Wealth Advisors
Massachusetts
$94.4K – – –
OCM
453
Orion Capital Management
California
$92.6K +$205 +6 +0.2%
CSC
454
Caldwell Sutter Capital
California
$90.4K – – –
SPIA
455
Steward Partners Investment Advisory
New York
$90.3K -$22.4K -654 -20%
PP
456
PrairieView Partners
Minnesota
$89K -$7.43K -217 -8%
ADL
457
Asset Dedication LLC
California
$89K – – –
SN
458
Sittner & Nelson
Oregon
$85.9K – – –
GWANC
459
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.3K – – –
BWM
460
BerganKDV Wealth Management
Minnesota
$75K – – –
EWM
461
Evermay Wealth Management
Virginia
$74.2K – – –
FFA
462
Farther Finance Advisors
California
$72K +$73.7K +2,152 New
MCM
463
MV Capital Management
Maryland
$62.5K – – –
DSC
464
Duncker Streett & Co
Missouri
$57.5K – – –
SC
465
Steph & Co
Wisconsin
$55.5K – – –
TIM
466
Tortoise Investment Management
New York
$53.8K – – –
FMP
467
Financial Management Professionals
Texas
$50K +$205 +6 +0.4%
TIM
468
Thompson Investment Management
Wisconsin
$47K +$48K +1,403 New
DAM
469
Delta Asset Management
Tennessee
$46.3K – – –
CMP
470
Coston McIsaac & Partners
Maine
$46K +$205 +6 +0.4%
ME
471
McIlrath & Eck
Washington
$43K – – –
GG
472
Gleason Group
Kentucky
$41.1K – – –
CWC
473
Carolinas Wealth Consulting
North Carolina
$40.6K +$171 +5 +0.4%
EBA
474
Eagle Bay Advisors
New York
$39.2K – – –
JP Morgan Chase
475
JP Morgan Chase
New York
$38.5K -$903K -26,381 -96%