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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
451
Mowery & Schoenfeld Wealth Management
Illinois
$314K +$154K +3,902 +95%
CAI
452
Capital Advisors Inc
Oklahoma
$311K +$313K +7,919 New
LW
453
Lauer Wealth
Indiana
$311K -$483K -12,215 -61%
NOI
454
Newton One Investments
Delaware
$309K -$12K -303 -4%
IWS
455
Integrity Wealth Solutions
Colorado
$309K +$311K +7,866 New
WAOI
456
Wealth Advisors of Iowa
Iowa
$306K +$78K +1,971 +33%
MKW
457
Mullaney, Keating & Wright
Connecticut
$303K +$305K +7,715 New
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$302K
PPW
459
Pasadena Private Wealth
California
$301K
ODA
460
One Degree Advisors
California
$298K -$11.5K -291 -4%
TWCA
461
Two West Capital Advisors
Kansas
$296K +$298K +7,530 New
IFWM
462
Institute for Wealth Management
Colorado
$294K
HCP
463
Holt Capital Partners
Texas
$294K
KSWA
464
Kathleen S. Wright Associates
Pennsylvania
$289K +$291K +7,348 New
EW
465
Evoke Wealth
California
$288K -$426K -10,777 -59%
KC
466
Kingfisher Capital
North Carolina
$285K +$288K +7,269 New
MW
467
MBL Wealth
North Carolina
$284K
GD
468
Grandfield & Dodd
New York
$283K -$56.4K -1,425 -17%
Bessemer Group
469
Bessemer Group
New Jersey
$283K
MGW
470
MB Generational Wealth
Washington
$282K
JIC
471
Joel Isaacson & Co
New York
$282K
SEIA
472
Signature Estate & Investment Advisors
California
$281K +$283K +7,155 New
MOS
473
MGO One Seven
Ohio
$276K -$57.8K -1,462 -17%
RWM
474
Revisor Wealth Management
Ohio
$276K -$681K -17,207 -71%
CFGA
475
Cambridge Financial Group (Arizona)
Arizona
$275K +$237 +6 +0.1%