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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
451
Pinnacle Bancorp
Nebraska
$105K
PCFFS
452
Pacific Center for Financial Services
California
$98K
BSWA
453
Bromfield Sneider Wealth Advisors
Massachusetts
$97.3K
CSC
454
Caldwell Sutter Capital
California
$93.2K
ADL
455
Asset Dedication LLC
California
$92K
PP
456
PrairieView Partners
Minnesota
$92K
SN
457
Sittner & Nelson
Oregon
$88.5K
Russell Investments Group
458
Russell Investments Group
United Kingdom
$85.9K +$83.2K +2,489 New
GWANC
459
Guardian Wealth Advisors (North Carolina)
North Carolina
$85.8K
BWM
460
BerganKDV Wealth Management
Minnesota
$77.2K
EWM
461
Evermay Wealth Management
Virginia
$76.5K
FFA
462
Farther Finance Advisors
California
$74.2K
MCM
463
MV Capital Management
Maryland
$64.4K
DSC
464
Duncker Streett & Co
Missouri
$59.3K
TIM
465
Tortoise Investment Management
New York
$55.5K
FMP
466
Financial Management Professionals
Texas
$51K +$267 +8 +0.5%
TIM
467
Thompson Investment Management
Wisconsin
$48.4K
DAM
468
Delta Asset Management
Tennessee
$47.7K
CMP
469
Coston McIsaac & Partners
Maine
$47K +$234 +7 +0.5%
ME
470
McIlrath & Eck
Washington
$44.3K
GG
471
Gleason Group
Kentucky
$42.3K
CWC
472
Carolinas Wealth Consulting
North Carolina
$42K +$234 +7 +0.6%
EBA
473
Eagle Bay Advisors
New York
$40.4K
CFD
474
Creative Financial Designs
Indiana
$39.5K +$200 +6 +0.5%
LC
475
Lindbrook Capital
California
$39.5K